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Australian Foundation Investment Company Limited (AFI.AX)
Melbourne, VIC, AU
Australian Foundation Investment Company Limited (AFI) operates as a publicly listed investment management firm. This entity focuses its capital allocation on publicly traded companies within the Australian and New Zealand equity markets, specifically targeting value-oriented stocks. Its portfolio is constructed to include a diverse range of industries, with its performance meticulously benchmarked against the S&P/ASX 200 Accumulation Index. AFI's investment strategy is driven by a thorough, in-house fundamental analysis, employing a bottom-up research methodology to identify prospective investments. The company was founded in 1928 and is headquartered in Melbourne, Australia.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.46% | +0.00% | -1.06% | -5.76% | -7.88% | -8.90% | -9.41% | -7.09% | -13.13% | +15.93% | +609.95% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2024-11 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
-
Revenue growth Asset Management: +17.4%-2.6% Q4'25: +1.2% (vs Q4'23)
-
EPS growth Asset Management: +22.7%-4.2% Q4'25: +0.0% (vs Q4'23)
-
FCF margin FCF growth · Asset Management: +27.7%+87.8% Q4'25: +102.7% (vs Q4'23)
-
EBIT margin Asset Management: +50.6%+93.0% ★ Q4'25: +94.5% (vs Q4'23)
-
ROIC Asset Management: +6.5%+3.4% Q4'25: +7.2% (vs Q4'23)
-
Share dilution Asset Management: +0.0%+0.6% Q4'25: +0.5% (vs Q4'23)
-
Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×0.03× ★ Q4'25: 0.00× (vs Q4'23)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Jun 2001 actual |
Jun 2002 actual |
|---|---|---|
| Revenue |
-10.09M
est: 135.95M (-107.4%)
|
94.30M
est: 105.05M (-10.2%)
|
| EBITDA |
226.71M
est: 24.96M (+808.5%)
|
179.51M
est: 86.93M (+106.5%)
|
| EBIT |
-124.36M
est: 102.36M (-221.5%)
|
186.75M
est: 86.86M (+115.0%)
|
| Net Income |
104.18M
est: 197.44M (-47.2%)
|
86.42M
est: 113.16M (-23.6%)
|
| SGA |
—
est: 7.72M (-100.0%)
|
3.31M
est: 5.85M (-43.4%)
|
| EPS |
0.14
est: 0.16 (-11.1%)
|
0.11
est: 0.12 (-8.2%)
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-29 | B | 3/5 | 4/5 | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-28 | B | 3/5 | 4/5 | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-27 | B | 3/5 | 4/5 | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-26 | B | 3/5 | 4/5 | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-25 | B | 3/5 | 4/5 | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-22 | B | 3/5 | 4/5 | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-21 | B | 3/5 | 4/5 | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-20 | B | 3/5 | 4/5 | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-19 | B | 3/5 | 4/5 | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-18 | B | 3/5 | 4/5 | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-15 | B | 3/5 | 4/5 | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-14 | B | 3/5 | 4/5 | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-13 | B | 3/5 | 4/5 | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-12 | B | 3/5 | 4/5 | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-11 | B | 3/5 | 4/5 | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-08 | B | 3/5 | 4/5 | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-07 | B | 3/5 | 4/5 | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-06 | B | 3/5 | 4/5 | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-05 | B | 3/5 | 4/5 | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-04 | B | 3/5 | 4/5 | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-01 | B | 3/5 | 4/5 | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-30 | B | 3/5 | 4/5 | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-29 | B | 3/5 | 4/5 | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-28 | B | 3/5 | 4/5 | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-27 | B | 3/5 | 4/5 | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-24 | B | 3/5 | 4/5 | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-23 | B | 3/5 | 5/5 | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-22 | B | 3/5 | 5/5 | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-21 | B | 3/5 | 5/5 | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-20 | B | 3/5 | 5/5 | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-17 | B | 3/5 | 5/5 | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-16 | B | 3/5 | 5/5 | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 |
Owner Earnings
Ownership Overview
Ownership breakdown not available.
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional history not available.
Top holders not available.
ETF Ownership
This company is not held by any ETF in our universe.
Insider Activity
No insider activity available.
Insider history not available.
No recent insider transactions.
Executive team
Executive compensation
Executive compensation not available.
No CEO compensation history available.
Proxy statements
No proxy statements available for this company yet.
Recent SEC filings
No SEC filings available for this company yet.
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Robert Mark Freeman | MD, Chief Executive Officer & Director | 1M | male |
| Andrew J. Porter | Chief Financial Officer & Company Secretary | 965.9K | male |
| Geoffrey N. Driver Ec | General Manager of Business Development & Investor Relations | 783.0K | male |
| Matthew John Rowe AGIA ACIS | Company Secretary | 446.3K | male |
| Kieran Kennedy | Investment Analyst | — | male |
| Winston Chong | Assistant Portfolio Manager | — | male |
No data available for this company.
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for AFI.AX
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
