AMPPB:AU:AU-AMP Ltd Preferred (AUD)

PREFERRED STOCK | Asset Management |

Last Closing

USD 104.03

Change

+0.03 (+0.03)%

Market Cap

USD 2.55B

Volume

913.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-05-22 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap
AFI:AU Australian Foundation Investme..

N/A

USD 9.01B
GQG:AU GQG Partners Inc DRC

N/A

USD 7.84B
ARG:AU Argo Investments Ltd

N/A

USD 6.63B
PNI:AU Pinnacle Investment Management..

N/A

USD 2.67B
PPT:AU Perpetual Ltd

N/A

USD 2.46B
MXT:AU Metrics Master Income Trust Un..

N/A

USD 2.18B
MFF:AU MFF Capital Investments Ltd

N/A

USD 2.11B
WLE:AU Wam Leaders Ltd

N/A

USD 1.64B
WAM:AU Wam Capital Ltd

N/A

USD 1.61B
MFG:AU Magellan Financial Group Ltd

N/A

USD 1.51B

ETFs Containing AMPPB:AU

N/A

Market Performance

  Market Performance vs. Industry/Classification (Asset Management) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 0.83% 47% F 54% F
Dividend Return 1.97% 29% F 56% F
Total Return 2.81% 44% F 55% F
Trailing 12 Months  
Capital Gain 0.51% 46% F 56% F
Dividend Return 7.64% 82% B 88% B+
Total Return 8.15% 50% F 62% D
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 2.17% 49% F 50% F
Dividend Return 5.85% 46% F 53% F
Total Return 3.68% 45% F 69% C-
Risk Return Profile  
Volatility (Standard Deviation) 5.11% 98% N/A 96% N/A
Risk Adjusted Return 114.57% 98% N/A 99% N/A
Market Capitalization 2.55B 97% N/A 91% A-

Annual Financials (AUD)

Quarterly Financials (AUD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.