Australian Ethical Investment Ltd
ASX:AEF

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Australian Ethical Investment Ltd
ASX:AEF
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Price: 5.09 AUD -0.2%
Market Cap: 579.4m AUD

Relative Value

The Relative Value of one AEF stock under the Base Case scenario is 8.03 AUD. Compared to the current market price of 5.09 AUD, Australian Ethical Investment Ltd is Undervalued by 37%.

Relative Value is the estimated value of a stock based on various valuation multiples like P/E and EV/EBIT ratios. It offers a quick snapshot of a stock's valuation in relation to its peers and historical norms.

AEF Relative Value
Base Case
8.03 AUD
Undervaluation 37%
Relative Value
Price
Worst Case
Base Case
Best Case

Valuation Multiples

vs History
87
vs Industry
26
Median 3Y
5.7
Median 5Y
6.6
Industry
3.3
Forward
4.3
vs History
96
vs Industry
9
Median 3Y
45.3
Median 5Y
57.6
Industry
15.6
Forward
21
vs History
92
vs Industry
13
Median 3Y
28.2
Median 5Y
32.4
Industry
10.2
vs History
90
vs Industry
16
Median 3Y
29
Median 5Y
34
Industry
12
vs History
93
vs Industry
2
Median 3Y
18.3
Median 5Y
20.6
Industry
1.4
vs History
87
vs Industry
36
Median 3Y
5.3
Median 5Y
6.3
Industry
5
Forward
4
vs History
84
vs Industry
39
Median 3Y
6.5
Median 5Y
7.6
Industry
7.4
vs History
96
vs Industry
21
Median 3Y
23.4
Median 5Y
31.7
Industry
14.2
Forward
13.6
vs History
96
vs Industry
18
Median 3Y
23.4
Median 5Y
31.7
Industry
14.9
Forward
14.1
vs History
92
vs Industry
16
Median 3Y
26.4
Median 5Y
30.7
Industry
12.7
vs History
92
vs Industry
16
Median 3Y
26.8
Median 5Y
32.1
Industry
13.6
vs History
96
vs Industry
1
Median 3Y
61
Median 5Y
83.7
Industry
1

Multiples Across Competitors

AEF Competitors Multiples
Australian Ethical Investment Ltd Competitors

All Multiples
P/S
P/E
EV/EBITDA
EV/EBIT
All Countries
Close
Market Cap P/S P/E EV/EBITDA EV/EBIT
AU
Australian Ethical Investment Ltd
ASX:AEF
577.3m AUD 4.8 28.6 15.5 15.5
US
Blackstone Inc
NYSE:BX
192.3B USD 14.6 71 30.6 30.8
US
BlackRock Inc
NYSE:BLK
168.3B USD 7.4 27.6 19.9 22.4
US
KKR & Co Inc
NYSE:KKR
120B USD 6.7 53.1 376.3 376.3
CA
Brookfield Corp
NYSE:BN
107B USD 1.4 128.8 11.8 17.8
ZA
Ninety One Ltd
JSE:NY1
89.2B Zac 0 0 0 0
CA
BROOKFIELD ASSET MANAGEMENT LTD
TSX:BAM
121.1B CAD 24.7 43.5 46.6 47.3
CA
Brookfield Asset Management Inc
NYSE:BAM
87B USD 24.7 43.5 46.6 47.3
US
BROOKFIELD ASSET MANAGEMENT LTD
F:RW5
71.1B EUR 23.5 41.4 44.4 45.1
US
Bank of New York Mellon Corp
NYSE:BK
83B USD 4.2 16.6 77.9 0
LU
Reinet Investments SCA
JSE:RNI
80.6B Zac 0 0 0 0
EV/EBITDA Multiple
EBITDA Growth EV/EBITDA to Growth
AU
Australian Ethical Investment Ltd
ASX:AEF
Average EV/EBITDA: 74.4
15.5
17%
0.9
US
Blackstone Inc
NYSE:BX
30.6
18%
1.7
US
BlackRock Inc
NYSE:BLK
19.9
19%
1
US
KKR & Co Inc
NYSE:KKR
376.3
134%
2.8
CA
Brookfield Corp
NYSE:BN
11.8
-22%
N/A
ZA
N
Ninety One Ltd
JSE:NY1
Not Available N/A N/A
CA
B
BROOKFIELD ASSET MANAGEMENT LTD
TSX:BAM
46.6
243%
0.2
CA
Brookfield Asset Management Inc
NYSE:BAM
46.6
243%
0.2
US
BROOKFIELD ASSET MANAGEMENT LTD
F:RW5
44.4
243%
0.2
US
Bank of New York Mellon Corp
NYSE:BK
77.9
N/A N/A
LU
R
Reinet Investments SCA
JSE:RNI
Not Available N/A N/A
EV/EBIT Multiple
EBIT Growth EV/EBIT to Growth
AU
Australian Ethical Investment Ltd
ASX:AEF
Average EV/EBIT: 75.3
15.5
15%
1
US
Blackstone Inc
NYSE:BX
30.8
22%
1.4
US
BlackRock Inc
NYSE:BLK
22.4
18%
1.2
US
KKR & Co Inc
NYSE:KKR
376.3
126%
3
CA
Brookfield Corp
NYSE:BN
17.8
-28%
N/A
ZA
N
Ninety One Ltd
JSE:NY1
Not Available N/A N/A
CA
B
BROOKFIELD ASSET MANAGEMENT LTD
TSX:BAM
47.3
237%
0.2
CA
Brookfield Asset Management Inc
NYSE:BAM
47.3
237%
0.2
US
BROOKFIELD ASSET MANAGEMENT LTD
F:RW5
45.1
237%
0.2
US
Bank of New York Mellon Corp
NYSE:BK
Not Available N/A N/A
LU
R
Reinet Investments SCA
JSE:RNI
Not Available N/A N/A