AFI PEER ANALYSIS

Australian Foundation Investment Company Ltd — metric-by-metric comparison with peers and the industry median

AFIAustralian Foundation Investment Company Ltd

🇦🇺 Australia · AU · Financial Services · Asset Management

Value it Duel

Overall Profile & Returns

· Asset Management

Position Within Industry

0 = weak quartile, 100 = strong quartile

AFIIndustry median

Scores normalize each metric against industry quartiles (p25–p75); direction is inverted for lower-is-better metrics.

Return Comparison

1-Year

Split-adjusted

Year-to-Date (YTD)

Key Metric Comparison

P/E

Lower is better

ROE

Higher is better

Net Margin

Higher is better

Revenue Growth

Higher is better

All Metrics

Valuation
Metric	AFI	OWL	VCTR	HEDEF	HASI	JHG	Ind. Median
P/E	31.80	74.34	15.37	185.79	87.25	10.14●	19.08
P/B	1.06●	3.08	2.48	49.91	2.00	1.51	2.11
EV/EBITDA	—	10.99	10.52	125.35	40.99	6.48●	10.38
P/S	—	—	—	—	—	—	29.06

Financial Health
Metric	AFI	OWL	VCTR	HEDEF	HASI	JHG	Ind. Median
Current Ratio	3.65	2.10	1.77	0.04	470.63●	3.89	3.81
Debt/Equity	—	207.5%	42.9%	0.3%●	218.9%	7.6%	18.1%
NetDebt/EBITDA	—	4.31	1.45	0.00	21.13	-2.54●	0.18

Profitability
Metric	AFI	OWL	VCTR	HEDEF	HASI	JHG	Ind. Median
Net Margin	85.0%●	3.0%	25.8%	63.1%	7.9%	24.2%	16.7%
ROE	3.3%	3.9%	21.7%	37.6%●	2.3%	15.6%	9.4%
ROA	2.7%	0.7%	11.3%	31.1%●	0.7%	10.3%	2.8%
EBITDA Margin	—	—	—	—	—	—	127.9%

Growth + Dividend
Metric	AFI	OWL	VCTR	HEDEF	HASI	JHG	Ind. Median
Rev. Growth	—	—	—	—	—	—	22.3%
NI Growth	-7.6%	-5.4%	28.8%	—	-58.1%	94.0%●	14.6%
Div. Yield	3.9%	10.5%●	2.3%	0.0%	4.4%	1.5%	1.4%
Payout	107.4%	675.4%	36.1%	0.0%	200.3%	24.4%	11.6%

Valuation
Metric	AFI	ARG	PNI	IFL	MFF	LSF	Ind. Median
P/E	31.80	25.70●	31.84	28.66	—	—	19.08
P/B	1.06	1.03●	4.30	1.50	1.18	1.29	2.11
EV/EBITDA	—	24.00	213.57	10.38●	—	—	10.38
P/S	—	—	—	—	—	—	29.06

Financial Health
Metric	AFI	ARG	PNI	IFL	MFF	LSF	Ind. Median
Current Ratio	3.65	1.41	54.99	—	501.92●	1.74	3.81
Debt/Equity	—	0.1%●	12.8%	59.0%	0.3%	—	18.1%
NetDebt/EBITDA	—	-0.05●	3.37	2.16	—	—	0.18

Profitability
Metric	AFI	ARG	PNI	IFL	MFF	LSF	Ind. Median
Net Margin	85.0%	91.9%	154.7%●	6.8%	—	—	16.7%
ROE	3.3%	4.0%	13.5%●	5.4%	—	—	9.4%
ROA	2.7%	3.5%	11.8%●	3.0%	—	—	2.8%
EBITDA Margin	—	—	—	—	—	—	127.9%

Growth + Dividend
Metric	AFI	ARG	PNI	IFL	MFF	LSF	Ind. Median
Rev. Growth	—	—	—	—	—	—	22.3%
NI Growth	-7.6%	8.2%●	-7.2%	—	—	—	14.6%
Div. Yield	3.9%	4.3%●	3.1%	0.0%	3.7%	2.9%	1.4%
Payout	107.4%	104.5%	104.1%	0.0%	—	—	11.6%

The green dot marks the best value in the group given the metric direction (higher/lower is better). All metrics use trailing-twelve-month (TTM) data.

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Data on this page refreshes once per day. Price data as of Jul 6, 26. This content is for informational purposes only and is not investment advice.