AVJennings Limited (AVJ.AX)

AVJennings Limited (AVJ.AX) — VMCI valuation read

AVJennings Limited (AVJ.AX) carries a VMCI composite of 43/100, 7 points below the Real Estate sector median of 50. Among mid-cap names, that gap places AVJ.AX in the bottom third on the five-pillar weighting (Value 35%, Quality 30%, Integrity 15%, Growth 12%, Risk 8%).

The AVJ.AX insider tape has been silent for the past 30 days on Form 4. Where executives neither buy nor sell, the bull and bear cases lean harder on filings cadence and the next earnings line.

**Investor frame.** Value reads AVJ.AX trades at 24.0x earnings, 33% above the Real Estate median of 18.0x, which compresses or extends through the 11.0x EV/EBITDA versus a Real Estate 12.0x. Quality: ROIC of 10.0% sits 0.0pp above the Real Estate median (10.0%). Risk: net debt to EBITDA of 3.3x is the binding constraint on the bear case, the line to track on AVJennings Limited's next 10-Q.

AVJ.AX fell 2.8% over the trailing 7 days, with a -13.2% read on a 30-day basis.