Values as of: 2024-05-22
COMMON STOCK | Asset Management |
Last Closing
USD 1.475Change
+0.01 (+0.68)%Market Cap
USD 1.63BVolume
0.61MAnalyst Target
N/AVerdict
Verdict
Currency: AUD
Country : Australia
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| AFI:AU | Australian Foundation Investme.. |
N/A |
USD 8.97B |
| GQG:AU | GQG Partners Inc DRC |
N/A |
USD 8.15B |
| ARG:AU | Argo Investments Ltd |
N/A |
USD 6.61B |
| PNI:AU | Pinnacle Investment Management.. |
N/A |
USD 2.72B |
| AMPPB:AU | AMP Ltd Preferred |
N/A |
USD 2.55B |
| PPT:AU | Perpetual Ltd |
N/A |
USD 2.45B |
| MXT:AU | Metrics Master Income Trust Un.. |
N/A |
USD 2.17B |
| MFF:AU | MFF Capital Investments Ltd |
N/A |
USD 2.08B |
| WLE:AU | Wam Leaders Ltd |
N/A |
USD 1.60B |
| MFG:AU | Magellan Financial Group Ltd |
N/A |
USD 1.47B |
N/A
| 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 | -1.67% | 40% | F | 50% | F | ||
| Dividend Return | 5.17% | 97% | N/A | 97% | N/A | ||
| Total Return | 3.50% | 48% | F | 56% | F | ||
| Trailing 12 Months | |||||||
| Capital Gain | -5.14% | 32% | F | 51% | F | ||
| Dividend Return | 9.97% | 94% | A | 95% | A | ||
| Total Return | 4.82% | 43% | F | 57% | F | ||
| Trailing 5 Years | |||||||
| Capital Gain | -29.76% | 23% | F | 41% | F | ||
| Dividend Return | 36.90% | 89% | A- | 89% | A- | ||
| Total Return | 7.14% | 30% | F | 52% | F | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | -6.00% | 17% | F | 31% | F | ||
| Dividend Return | 0.39% | 21% | F | 41% | F | ||
| Total Return | 6.39% | 85% | B | 91% | A- | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 13.81% | 77% | C+ | 86% | B+ | ||
| Risk Adjusted Return | 2.83% | 21% | F | 41% | F | ||
| Market Capitalization | 1.63B | 92% | A | 89% | A- | ||
| 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.
The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.
The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.
The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.
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.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
The company had positive total cash flow in the most recent four quarters.
This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.
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.
The stock is trading high compared to its peers median on a price to book value basis.
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.
This stock has shown below median dividend growth in the previous 5 years compared to its sector.
