MXT PEER ANALYSIS

Metrics Master Income Trust — metric-by-metric comparison with peers and the industry median

MXTMetrics Master Income Trust

🇦🇺 Australia · AU · Financial Services · Asset Management

Value it Duel

Overall Profile & Returns

· Asset Management

Position Within Industry

0 = weak quartile, 100 = strong quartile

MXTIndustry 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	MXT	PAX	SII	WT	APAM	INVES	Ind. Median
P/E	13.16	24.40	36.22	41.05	8.78●	48.87	18.84
P/B	0.96●	2.92	8.01	5.24	6.48	4.44	2.08
EV/EBITDA	—	12.37	—	41.38	5.10●	33.44	10.36
P/S	—	—	—	—	—	—	29.06

Financial Health
Metric	MXT	PAX	SII	WT	APAM	INVES	Ind. Median
Current Ratio	—	1.70	2.98	9.07	0.97	9.61●	3.81
Debt/Equity	—	42.3%	—	253.2%	79.5%	0.0%●	18.1%
NetDebt/EBITDA	—	1.08	—	7.79	0.02	-1.01●	0.18

Profitability
Metric	MXT	PAX	SII	WT	APAM	INVES	Ind. Median
Net Margin	95.8%	18.0%	22.4%	-0.3%	23.3%	186.9%●	16.7%
ROE	7.8%	12.6%	23.9%	-0.4%	77.0%●	10.9%	9.4%
ROA	7.8%	4.7%	19.0%	-0.1%	20.4%●	9.6%	2.8%
EBITDA Margin	—	—	—	—	—	—	127.9%

Growth + Dividend
Metric	MXT	PAX	SII	WT	APAM	INVES	Ind. Median
Rev. Growth	—	—	—	—	—	—	22.3%
NI Growth	3.3%	-2.0%	70.2%●	—	9.9%	—	14.6%
Div. Yield	10.6%●	5.5%	0.9%	0.7%	10.0%	0.0%	1.4%
Payout	139.8%	132.3%	42.6%	-1,013.5%	95.7%	0.0%	11.6%

Valuation
Metric	MXT	PPT	L1G	WLE	GQG	LSF	Ind. Median
P/E	13.16	—	66.41	15.19	6.51●	—	18.84
P/B	0.96●	1.37	3.88	1.05	6.79	1.31	2.08
EV/EBITDA	—	9.95	6.06	—	4.61●	—	10.36
P/S	—	—	—	—	—	—	29.06

Financial Health
Metric	MXT	PPT	L1G	WLE	GQG	LSF	Ind. Median
Current Ratio	—	40.46	235.38●	41.68	7.70	1.74	3.81
Debt/Equity	—	65.5%	4.6%●	—	6.0%	—	18.1%
NetDebt/EBITDA	—	1.74	-0.52●	—	-0.17	—	0.18

Profitability
Metric	MXT	PPT	L1G	WLE	GQG	LSF	Ind. Median
Net Margin	95.8%●	-1.2%	53.0%	63.0%	55.4%	—	16.7%
ROE	7.8%	-1.0%	59.8%	6.9%	107.8%●	—	9.4%
ROA	7.8%	-0.5%	39.4%	6.8%	96.8%●	—	2.8%
EBITDA Margin	—	—	—	—	—	—	127.9%

Growth + Dividend
Metric	MXT	PPT	L1G	WLE	GQG	LSF	Ind. Median
Rev. Growth	—	—	—	—	—	—	22.3%
NI Growth	3.3%	—	992.0%●	181.1%	7.3%	—	14.6%
Div. Yield	10.6%●	6.0%	0.8%	0.0%	10.0%	2.9%	1.4%
Payout	139.8%	-786.5%	22.1%	0.1%	94.8%	—	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 3, 26. This content is for informational purposes only and is not investment advice.