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Carlton Investments Limited (CIN.AX)

AUD33.50 -0.15 (-0.45%)
AU ASX Financial Services Asset Management
Address 478 George Street 2000
Sydney, NSW, AU
CEO Andrew Carter
IPO 1999-01-06
ISIN AU000000CIN5

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Description

Carlton Investments Limited operates as a publicly owned holding company with a core focus on asset management. Its subsidiaries are responsible for administering discrete equity portfolios, tailored to individual client needs. These investment activities are primarily channeled into the public equity markets across Australia. The firm, established in 1928, has its principal office in Sydney, Australia.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
AUD33.50 -0.15 (-0.45%)
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Volume Profile
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Liquidity & share structure
Average Volume
2.0K
Beta
0.38
Float Shares
8.06M
Free Float %
30.6%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.21% -0.30% -3.89% -11.08% -4.64% -4.86% -6.00% +16.38% +8.76% +5.08% +196.66%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
33.50
DCF (Levered) 22.51 -32.8%

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.

Ratings Trend (MoM)
Rating 2024-11 Change
Strong Buy 0 0
Buy 0 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
3.44
Safe zone
Piotroski F-Score
5 / 9
Average
MOAT Score
6 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
2 / 5
Medium
ROA Score
5 / 5
High
D/E Score
4 / 5
High
P/E Score
1 / 5
Low
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Asset Management: +17.4%
    -0.2% Q4'25: +4.8% (vs Q4'23)
  • EPS growth Asset Management: +22.7%
    +0.7% Q4'25: +6.8% (vs Q4'23)
  • FCF margin FCF growth · Asset Management: +27.7%
    +192.9% Q4'25: +107.7% (vs Q4'23)
  • EBIT margin Asset Management: +50.6%
    +98.0% Q4'25: +97.6% (vs Q4'23)
  • ROIC Asset Management: +6.5%
    +3.8% Q4'25: +8.8% (vs Q4'23)
  • Share dilution Asset Management: +0.0%
    -0.2% Q4'25: -0.3% (vs Q4'23)
  • Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×
    0.00× Q4'25: 0.00× (vs Q4'23)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* 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.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.40) × ERP
WACC = 100% × Ke + 0% × Kd (7.2%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 33.50
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Jun 2001
actual
Jun 2002
actual
Revenue
10.77M
est: 16.53M (-34.9%)
12.48M
est: 26.59M (-53.1%)
EBITDA
-2.62M
est: 16.13M (-116.2%)
14.50M
est: 25.44M (-43.0%)
EBIT
est: 16.43M (-100.0%)
est: 25.91M (-100.0%)
Net Income
-993.00
est: 10.44M (-100.0%)
-993.00
est: -6.14M (+100.0%)
SGA
95.0K
est: 398.3K (-76.2%)
439.0K
est: 628.0K (-30.1%)
EPS
-0.14
est: 0.39 (-135.5%)
0.53
est: 0.17 (+216.1%)
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-29 B+ 3/5 4/5 2/5 5/5 4/5 1/5 3/5
2026-05-28 B+ 3/5 3/5 2/5 5/5 4/5 1/5 3/5
2026-05-27 B+ 3/5 3/5 2/5 5/5 4/5 1/5 3/5
2026-05-26 B+ 3/5 3/5 2/5 5/5 4/5 1/5 3/5
2026-05-25 B+ 3/5 3/5 2/5 5/5 4/5 1/5 3/5
2026-05-22 B+ 3/5 3/5 2/5 5/5 4/5 1/5 3/5
2026-05-21 B+ 3/5 3/5 2/5 5/5 4/5 1/5 3/5
2026-05-20 B+ 3/5 3/5 2/5 5/5 4/5 1/5 3/5
2026-05-19 B+ 3/5 3/5 2/5 5/5 4/5 1/5 3/5
2026-05-18 B+ 3/5 3/5 2/5 5/5 4/5 1/5 3/5
2026-05-15 B+ 3/5 3/5 2/5 5/5 4/5 1/5 3/5
2026-05-14 B+ 3/5 3/5 2/5 5/5 4/5 1/5 3/5
2026-05-13 B+ 3/5 3/5 2/5 5/5 4/5 1/5 3/5
2026-05-12 B+ 3/5 3/5 2/5 5/5 4/5 1/5 3/5
2026-05-11 B+ 3/5 3/5 2/5 5/5 4/5 1/5 3/5
2026-05-08 B+ 3/5 3/5 2/5 5/5 4/5 1/5 3/5
2026-05-07 B+ 3/5 3/5 2/5 5/5 4/5 1/5 3/5
2026-05-06 B+ 3/5 3/5 2/5 5/5 4/5 1/5 3/5
2026-05-05 B+ 3/5 3/5 2/5 5/5 4/5 1/5 3/5
2026-05-04 B+ 3/5 3/5 2/5 5/5 4/5 1/5 3/5
2026-05-01 B 3/5 3/5 2/5 5/5 3/5 1/5 3/5
2026-04-30 B 3/5 3/5 2/5 5/5 3/5 1/5 3/5
2026-04-29 B 3/5 3/5 2/5 5/5 3/5 1/5 3/5
2026-04-28 B 3/5 3/5 2/5 5/5 3/5 1/5 3/5
2026-04-27 B 3/5 3/5 2/5 5/5 3/5 1/5 3/5
2026-04-24 B 3/5 3/5 2/5 5/5 3/5 1/5 3/5
2026-04-23 B+ 3/5 4/5 2/5 5/5 3/5 2/5 3/5
2026-04-22 B+ 3/5 4/5 2/5 5/5 3/5 2/5 3/5
2026-04-21 B+ 3/5 4/5 2/5 5/5 3/5 2/5 3/5
2026-04-20 B+ 3/5 4/5 2/5 5/5 3/5 2/5 3/5
Ownership data is not available for this company yet.

Executive team

Top executives
EBIT / Employee
20.34M
Shares Outstanding
26.37M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings

No SEC filings available for this company yet.

Executive team

NameTitleCompensationGender
Andrew Carter Company Secretary & Chief Financial Officer 176.6K male
ESG Score History

No data available for this company.

Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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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.

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits