Future Generation Australia Limited (FGX.AX)
ValueMarkers Composite Index
588% above intrinsic value ($0)
Future Generation Australia Limited (FGX.AX) — VMCI valuation read
Future Generation Australia Limited sits at VMCI 65/100, with the Financial Services sector median at 50. That 15-point spread is the first thing to note on FGX.AX: it tells the reader the composite is favorable before any single ratio is examined, and the mid-cap tier sets the comparison set.
Form 4 disclosures on FGX.AX are blank for the trailing 30 days. With the insider channel offline, the EV/EBITDA delta, free-cash-flow trajectory, and the next earnings print do the talking.
**Investor frame.** The Value read on FGX.AX: FGX.AX trades at 14.0x earnings, 22% below the Financial Services median of 18.0x, with EV/EBITDA at 13.0x against 12.0x. The Quality read: ROIC of 16.0% sits 6.0pp above the Financial Services median (10.0%). The Risk read: net debt to EBITDA of 1.6x is the rate-sensitivity line to watch, anchoring the bear scenario on a measurable balance-sheet metric.
FGX.AX rose 2.0% over the trailing 7 days, with a +4.3% read on a 30-day basis.
Future Generation Investment Fund Limited is a closed ended fund of fund launched and managed by Wilson Asset Management (International) Pty Limited. The fund is co-managed by Bennelong Long Short Equity Management Pty Limited, Cooper Investors Pty Limited,Bennelong Australian Equity Partners Pty Ltd,Discovery Asset Management Pty Ltd,Eley Griffiths Group Pty Limited, Eley Griffiths Group Pty Limited, Kingston Funds Management Pty Limited, Lanyon Asset Management Pty Limited, LHC Capital Pty Ltd, Optimal Fund Management Australia Pty Ltd. Paradice Investment Management Pty Ltd, Regal Funds Management Pty Limited, Sandon Capital Pty Ltd, and Smallco Investment Manager Limited. It primarily invests in public equity markets of Australia. The fund invests in funds managed by selected Australian Fund Managers with a focus on long-only, long /short and alternative investment strategies. Future Generation Investment Fund Limited is domiciled in Australia.
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