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Fiducian Group Ltd (FID.AX)

AUD8.63 +0.20 (+2.37%)
AU ASX Financial Services Asset Management
Address 1 York Street 2000
Sydney, NSW, AU
CEO Inderjit Singh MComm
Website fiducian.com.au
IPO 2000-09-10
ISIN AU000000FID9

Explore sections of this company profile

Description

Based in Sydney, Australia, and established in 1996, Fiducian Group Ltd, along with its subsidiaries, offers a comprehensive suite of financial services. The company's operations are structured across four main segments: Funds Management, Financial Planning, Corporate Services, and Platform Administration. Fiducian provides various investment solutions, including investor-directed portfolios and separately managed accounts, and acts as the trustee for Fiducian Superannuation Services. It also manages its own Fiducian funds and develops specialized IT software systems designed for financial planning. The company delivers extensive financial advisory services to clients, covering areas such as cash flow management, debt reduction, retirement and estate planning, and aged care. Additionally, it offers robust administration platforms for client accounts, including wrap platform and SMSF administration services. Its investment options further include diversified, sector, and specialist funds, as well as managed portfolios and manager system services.

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
AUD8.63 +0.20 (+2.37%)
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Volume Profile
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Liquidity & share structure
Average Volume
27.7K
Beta
0.46
Float Shares
17.19M
Free Float %
54.5%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.81% -1.81% -2.36% -17.98% -27.20% -27.63% -10.62% +45.71% +29.40% +253.88% +389.83%
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
8.63
DCF (Unlevered) 14.72 +70.5%
DCF (Levered) 14.41 +66.9%

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) 100% Bullish
Rating 2024-11 Change
Strong Buy 0 0
Buy 1 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
12.04
Safe zone
Piotroski F-Score
6 / 9
Average
MOAT Score
8 / 10
Strong MOAT
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
4 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
3 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • ✗
    Revenue growth Asset Management: +17.4%
    -19.7% Q4'25: +24.3% (vs Q4'23)
  • ✓
    EPS growth Asset Management: +22.7%
    +22.9% ★ Q4'25: +40.9% (vs Q4'23)
  • ✓
    FCF margin FCF growth · Asset Management: +27.7%
    +36.4% Q4'25: +21.8% (vs Q4'23)
  • ✓
    EBIT margin Asset Management: +50.6%
    +40.9% Q4'25: +29.3% (vs Q4'23)
  • ✓
    ROIC Asset Management: +6.5%
    +58.6% ★ Q4'25: +87.3% (vs Q4'23)
  • ✓
    Share dilution Asset Management: +0.0%
    -0.2% ★ Q4'25: +0.4% (vs Q4'23)
  • ✓
    Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×
    0.20× ★ Q4'25: 0.28× (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 (0.46) × ERP
WACC = 98% × Ke + 2% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
—
Intrinsic value (base): 14.72 Current price: 8.63
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 2017
actual 		Jun 2018
actual 		Jun 2019
actual 		Jun 2020
actual 		Jun 2021
actual 		Jun 2022
actual 		Jun 2023
actual 		Jun 2024
actual 		Jun 2025
actual 		Jun 2026
1 Rev. Ana.
1 EPS Ana. 		Jun 2027
1 Rev. Ana.
1 EPS Ana. 		Jun 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
28.61M
est: 41.32M (-30.8%)
32.17M
est: 41.32M (-22.2%)
49.40M
est: 47.40M (+4.2%)
37.36M
est: 51.00M (-26.8%)
59.95M
est: 54.60M (+9.8%)
69.54M
est: 59.40M (+17.1%)
73.31M
est: 64.80M (+13.1%)
80.80M
est: 81.30M (-0.6%)
64.88M
est: 90.70M (-28.5%)
95.50M
95.50M – 95.50M
+5.3% YoY
105.40M
105.40M – 105.40M
+10.4% YoY
114.00M
114.00M – 114.00M
+8.2% YoY
EBITDA
12.26M
est: 14.72M (-16.8%)
14.83M
est: 14.72M (+0.7%)
16.07M
est: 16.89M (-4.9%)
18.34M
est: 15.88M (+15.6%)
20.56M
est: 19.45M (+5.7%)
23.16M
est: 21.16M (+9.4%)
22.44M
est: 23.09M (-2.8%)
26.06M
est: 28.97M (-10.0%)
30.94M
est: 32.32M (-4.3%)
34.03M
34.03M – 34.03M
+5.3% YoY
37.55M
37.55M – 37.55M
+10.4% YoY
40.62M
40.62M – 40.62M
+8.2% YoY
EBIT
10.97M
est: 12.17M (-9.8%)
13.44M
est: 12.17M (+10.4%)
14.47M
est: 13.96M (+3.7%)
14.94M
est: 15.88M (-5.9%)
16.93M
est: 16.08M (+5.3%)
19.06M
est: 17.49M (+9.0%)
17.67M
est: 19.08M (-7.4%)
21.44M
est: 23.94M (-10.4%)
26.55M
est: 26.70M (-0.6%)
28.12M
28.12M – 28.12M
+5.3% YoY
31.03M
31.03M – 31.03M
+10.4% YoY
33.56M
33.56M – 33.56M
+8.2% YoY
Net Income
7.51M
est: 7.71M (-2.6%)
9.20M
est: 7.71M (+19.3%)
10.35M
est: 9.23M (+12.1%)
10.46M
est: 11.51M (-9.1%)
12.18M
est: 12.13M (+0.4%)
13.32M
est: 14.30M (-6.9%)
12.32M
est: 15.88M (-22.4%)
15.04M
est: 17.27M (-12.9%)
18.57M
est: 21.55M (-13.8%)
23.00M
23.00M – 23.00M
+6.7% YoY
26.34M
26.34M – 26.34M
+14.5% YoY
28.99M
28.99M – 28.99M
+10.0% YoY
SGA
15.68M
est: 16.55M (-5.3%)
16.15M
est: 16.55M (-2.4%)
17.38M
est: 18.99M (-8.5%)
19.24M
est: 23.81M (-19.2%)
20.32M
est: 25.29M (-19.7%)
25.49M
est: 23.80M (+7.1%)
29.82M
est: 25.96M (+14.9%)
31.22M
est: 32.57M (-4.2%)
32.73M
est: 36.34M (-9.9%)
38.26M
38.26M – 38.26M
+5.3% YoY
42.23M
42.23M – 42.23M
+10.4% YoY
45.67M
45.67M – 45.67M
+8.2% YoY
EPS
0.24
est: 0.24 (-1.9%)
0.29
est: 0.24 (+18.5%)
0.33
est: 0.29 (+12.6%)
0.33
est: 0.34 (-1.5%)
0.39
est: 0.39 (+1.3%)
0.42
est: 0.45 (-7.5%)
0.39
est: 0.50 (-22.6%)
0.48
est: 0.55 (-12.4%)
0.59
est: 0.68 (-13.7%)
0.73
0.73 – 0.73
+6.7% YoY
0.84
0.84 – 0.84
+14.5% YoY
0.92
0.92 – 0.92
+10.0% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-29 A- 4/5 4/5 5/5 5/5 3/5 2/5 1/5
2026-05-28 A- 4/5 4/5 5/5 5/5 3/5 2/5 1/5
2026-05-27 A- 4/5 4/5 5/5 5/5 3/5 2/5 1/5
2026-05-26 A- 4/5 4/5 5/5 5/5 3/5 2/5 1/5
2026-05-25 A- 4/5 4/5 5/5 5/5 3/5 2/5 1/5
2026-05-22 A- 4/5 4/5 5/5 5/5 3/5 2/5 1/5
2026-05-21 A- 4/5 4/5 5/5 5/5 3/5 2/5 1/5
2026-05-20 A- 4/5 4/5 5/5 5/5 3/5 2/5 1/5
2026-05-19 A- 4/5 4/5 5/5 5/5 3/5 2/5 1/5
2026-05-18 A- 4/5 4/5 5/5 5/5 3/5 2/5 1/5
2026-05-15 A- 4/5 4/5 5/5 5/5 3/5 2/5 1/5
2026-05-14 A- 4/5 4/5 5/5 5/5 3/5 2/5 1/5
2026-05-13 A- 4/5 4/5 5/5 5/5 3/5 2/5 1/5
2026-05-12 A- 4/5 4/5 5/5 5/5 3/5 2/5 1/5
2026-05-11 A- 4/5 4/5 5/5 5/5 3/5 2/5 1/5
2026-05-08 A- 4/5 4/5 5/5 5/5 3/5 2/5 1/5
2026-05-07 A- 4/5 4/5 5/5 5/5 3/5 2/5 1/5
2026-05-06 A- 4/5 4/5 5/5 5/5 3/5 2/5 1/5
2026-05-05 A- 4/5 4/5 5/5 5/5 3/5 2/5 1/5
2026-05-04 A- 4/5 4/5 5/5 5/5 3/5 2/5 1/5
2026-05-01 B+ 3/5 4/5 5/5 5/5 2/5 2/5 1/5
2026-04-30 B+ 3/5 4/5 5/5 5/5 2/5 2/5 1/5
2026-04-29 B+ 3/5 4/5 5/5 5/5 2/5 2/5 1/5
2026-04-28 B+ 3/5 4/5 5/5 5/5 2/5 2/5 1/5
2026-04-27 B+ 3/5 4/5 5/5 5/5 2/5 2/5 1/5
2026-04-24 B+ 3/5 4/5 5/5 5/5 2/5 2/5 1/5
2026-04-23 B+ 3/5 4/5 5/5 5/5 2/5 2/5 1/5
2026-04-22 B+ 3/5 4/5 5/5 5/5 2/5 2/5 1/5
2026-04-21 A- 4/5 5/5 5/5 5/5 2/5 2/5 1/5
2026-04-20 A- 4/5 5/5 5/5 5/5 2/5 2/5 1/5
2026-04-17 A- 4/5 5/5 5/5 5/5 2/5 2/5 1/5
2026-04-16 A- 4/5 5/5 5/5 5/5 2/5 2/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
46.31M
OE per share TTM
1.47
Owner's Yield
16.92%
Maintenance CapEx ratio
2.14%
Maint CapEx / Avg PPE
7.7%

Ownership Overview

Ownership breakdown

Ownership breakdown not available.

At a glance
Institutional holders
—
Total invested
—
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend

Institutional history not available.

Top institutional holders

Top holders not available.

ETF Ownership

Top ETFs holding this stock Held by 8 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 WisdomTree Dynamic International SmallCap Equity ETF DDLS 0.05% 225.7K 0.48%
2 WisdomTree International SmallCap Dividend Fund DLS 0.04% 455.4K 0.58%
3 Dimensional - International Core Equity 2 ETF DFIC 0.00% 61.0K 0.22%
4 Dimensional World ex U.S. Core Equity 2 ETF DFAX 0.00% 33.6K 0.28%
5 Dimensional - International Small Cap ETF DFIS 0.00% 12.5K 0.39%
6 Dimensional - International Vector Equity ETF DXIV 0.00% 196.41 0.53%
7 Dimensional International Sustainability Core 1 ETF DFSI 0.00% — 0.24%
8 Dimensional - International Core Equity Market ETF DFAI 0.00% — 0.18%

Insider Activity

Insider Activity — Latest Quarter

No insider activity available.

Insider buys vs sells (history)

Insider history not available.

Recent insider transactions

No recent insider transactions.

Executive team

Top executives
EBIT / Employee
212.4K
Shares Outstanding
31.57M

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
Inderjit Singh ASFA ASIA MComm Founder, Executive Chairman & MD 742.3K male
Jai Singh Head of Business Development & Distribution — male
Jessica Dass Chief Risk Officer — female
Julie Hargrave Head of Marketing & Communications — female
Luke Grbin Head of Platform Services — male
Michael Pinto General Manager of Finance & HR — —
Paul Gubecka General Counsel & Company Secretary — male
Rahul Guha Executive Chairman of Fiducian Services & Chief Financial Officer — male
Conrad Burge Executive Chairman of Fiducian Investment Management Services — male
Robby Southall Executive Chairman of Financial Planning — 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

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