ARG:AU:AU-Argo Investments Ltd (AUD)

COMMON STOCK | Asset Management |

Last Closing

USD 8.64

Change

-0.08 (-0.92)%

Market Cap

USD 6.58B

Volume

0.22M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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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
PNI:AU Pinnacle Investment Management..

N/A

USD 2.67B
AMPPB:AU AMP Ltd Preferred

N/A

USD 2.55B
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 ARG: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 -3.46% 33% F 46% F
Dividend Return 1.84% 23% F 52% F
Total Return -1.62% 34% F 48% F
Trailing 12 Months  
Capital Gain -0.35% 44% F 55% F
Dividend Return 3.98% 23% F 47% F
Total Return 3.63% 37% F 56% F
Trailing 5 Years  
Capital Gain 8.54% 54% F 60% D-
Dividend Return 17.96% 35% F 56% F
Total Return 26.51% 55% F 62% D
Average Annual (5 Year Horizon)  
Capital Gain 2.93% 53% F 51% F
Dividend Return 6.10% 49% F 53% F
Total Return 3.17% 31% F 62% D
Risk Return Profile  
Volatility (Standard Deviation) 13.05% 79% B- 87% B+
Risk Adjusted Return 46.77% 73% C 79% B-
Market Capitalization 6.58B 98% N/A 95% 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:
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.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Superior Dividend Growth

This stock has shown top quartile dividend growth in the previous 5 years compared to its sector

What to not like:
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.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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.

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector