ducovest

PNI:AU:AU-Pinnacle Investment Management Group Ltd (AUD)

COMMON STOCK | Asset Management |

Last Closing

USD 12.95

Change

0.00 (0.00)%

Market Cap

USD 2.52B

Volume

0.90M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Currency: AUD

Country : Australia

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
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 PNI: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 28.47% 95% A 86% B+
Dividend Return 1.55% 18% F 41% F
Total Return 30.02% 95% A 87% B+
Trailing 12 Months  
Capital Gain 45.83% 90% A- 87% B+
Dividend Return 4.05% 26% F 48% F
Total Return 49.89% 90% A- 88% B+
Trailing 5 Years  
Capital Gain 134.60% 94% A 85% B
Dividend Return 25.36% 61% D- 76% C+
Total Return 159.96% 94% A 87% B+
Average Annual (5 Year Horizon)  
Capital Gain 40.66% 94% A 81% B-
Dividend Return 44.41% 92% A 82% B
Total Return 3.75% 48% F 70% C-
Risk Return Profile  
Volatility (Standard Deviation) 82.48% 10% F 27% F
Risk Adjusted Return 53.84% 78% C+ 85% B
Market Capitalization 2.52B 96% 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.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

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.

Positive free cash flow

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

Superior Earnings Growth

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

Superior Revenue Growth

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

Superior Dividend Growth

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

What to not like:
Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Poor return on assets

The company management has delivered below median return on assets 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 total returns

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

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Overpriced on free cash flow basis

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