Australian Foundation Investment Company Limited
AFI.AX
Price:
$7.49
Market Cap:
$9.39B
Australian Foundation Investment Company Limited is a publicly owned investment manager. The firm invests in the public equity markets of Australia and New Zealand. It invests in value stocks of companies. It benchmarks the performance of its portfolio against S&P/ASX 200 Accumulation Index. It invests in companies across diversified industries. The firm employs fundamental analysis with a focus on bottom-up research to make its investments. The firm conducts in-house research to make its investments. Australian Foundation Investment Company Limited was founded in 1928 and is based in Melbourne, Australia.[Read more]
Industry
Asset Management
IPO Date
1998-12-31
Stock Exchange
ASX
Ticker
AFI.AX
PE Ratio
[31.21]
ROE
[18.05%]
Current Ratio
[4.07]
Dividend Yield
[3.47%]
Enterprise Value
[9.23B]
Dividend History
The ROE as of January 2025 (TTM) for Australian Foundation Investment Company Limited (AFI.AX) is 18.05%
According to Australian Foundation Investment Company Limited’s latest financial reports and current stock price. The company's current ROE is 18.05%. This represents a change of 294.48% compared to the average of 4.58% of the last 4 quarters.
Australian Foundation Investment Company Limited (AFI.AX) Historical ROE (quarterly & annually)
How has AFI.AX ROE performed in the past?
The mean historical ROE of Australian Foundation Investment Company Limited over the last ten years is 4.47%. The current 18.05% ROE has changed 303.50% with respect to the historical average. Over the past ten years (40 quarters), AFI.AX's ROE was at its highest in in the December 2022 quarter at 16.98%. The ROE was at its lowest in in the September 2020 quarter at 0.61%.
Average
4.47%
Median
4.25%
Minimum
3.10%
Maximum
6.13%
Australian Foundation Investment Company Limited (AFI.AX) ROE by Quarter and Year
Discovering the peaks and valleys of Australian Foundation Investment Company Limited ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.
Maximum Annual Increase = 66.15%
Maximum Annual ROE = 6.13%
Minimum Annual Increase = -37.26%
Minimum Annual ROE = 3.10%
| Year | ROE | Change |
|---|---|---|
| 2024 | 3.59% | -12.53% |
| 2023 | 4.10% | -20.53% |
| 2022 | 5.16% | 66.15% |
| 2021 | 3.10% | -19.26% |
| 2020 | 3.85% | -37.26% |
| 2019 | 6.13% | 39.38% |
| 2018 | 4.40% | 7.04% |
| 2017 | 4.11% | -16.36% |
| 2016 | 4.91% | -8.88% |
| 2015 | 5.39% | 9.90% |
Australian Foundation Investment Company Limited (AFI.AX) Average ROE
How has AFI.AX ROE performed in the past?
The current ROE of Australian Foundation Investment Company Limited (AFI.AX) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages
3-year avg
4.28%
5-year avg
3.96%
10-year avg
4.47%
Australian Foundation Investment Company Limited (AFI.AX) ROE vs. Peers
How is AFI.AX’s ROE compared to its peers?
Australian Foundation Investment Company Limited’s ROE is less than Argo Investments Limited (15.11%), less than Washington H. Soul Pattinson and Company Limited (5.55%), less than WAM Capital Limited (12.83%), less than Wesfarmers Limited (30.08%), less than BWP Trust (7.06%),
| Company | ROE | Market cap |
|---|---|---|
| 15.11% | $6.93B | |
| 5.55% | $12.33B | |
| 12.83% | $1.78B | |
| 30.08% | $82.41B | |
| 7.06% | $2.37B |
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Frequently asked questions❓
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