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Plato Income Maximiser Limited (PL8.AX)

AUD1.41 +0.01 (+0.71%)
AU ASX Financial Services Asset Management - Income
Address 60 Margaret Street 2000
Sydney, NSW, AU
CEO Terence Kwong
IPO 2017-05-05
ISIN AU000000PL81

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Description

Plato Income Maximiser Limited operates as an independently owned investment management firm. It primarily serves self-managed superannuation funds (SMSFs) and investors in the retirement phase. The company directs its investments into Australian publicly listed equity markets, crafting a diverse portfolio of Australian shares with a central focus on income generation. Established on April 21, 2017, the firm is headquartered in New South Wales, 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
AUD1.41 +0.01 (+0.71%)
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Volume Profile
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Liquidity & share structure
Average Volume
690.4K
Beta
0.33
Float Shares
732.26M
Free Float %
97.8%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.71% +0.72% +0.00% -4.79% -2.11% -4.79% +3.73% +11.20% +13.93% +31.13% +31.13%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

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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
1.41
DCF (Unlevered) 0.00 -99.7%
DCF (Levered) 0.04 -97.4%

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.

Quality scores
Altman Z-Score
61.75
Safe zone
Piotroski F-Score
4 / 9
Average
MOAT Score
4 / 10
Developing
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
3 / 5
Medium
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
2 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Financial Services: +14.1%
    -41.4% Q4'25: -38.2% (vs Q4'23)
  • EPS growth Financial Services: +20.7%
    +16.0% Q4'25: -36.3% (vs Q4'23)
  • FCF margin FCF growth · Financial Services: +34.4%
    +206.0% Q4'25: +64.1% (vs Q4'23)
  • EBIT margin Financial Services: +27.4%
    +206.3% Q4'25: +99.4% (vs Q4'23)
  • ROIC Financial Services: +5.1%
    +9.8% Q4'25: +13.2% (vs Q4'23)
  • Share dilution Financial Services: +0.0%
    +7.7% Q4'25: +12.9% (vs Q4'23)
  • Debt / EBITDA Net debt/EBITDA · Financial Services: 0.06×
    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 (0.33) × ERP
WACC = 100% × Ke + 0% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 0.00 Current price: 1.41
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-29 B 3/5 3/5 3/5 5/5 1/5 2/5 2/5
2026-05-28 B 3/5 3/5 3/5 5/5 1/5 2/5 2/5
2026-05-27 B 3/5 3/5 3/5 5/5 1/5 2/5 2/5
2026-05-26 B 3/5 3/5 3/5 5/5 1/5 2/5 2/5
2026-05-25 B 3/5 3/5 3/5 5/5 1/5 2/5 2/5
2026-05-22 B 3/5 3/5 3/5 5/5 1/5 2/5 2/5
2026-05-21 B 3/5 3/5 3/5 5/5 1/5 2/5 2/5
2026-05-20 B 3/5 3/5 3/5 5/5 1/5 2/5 2/5
2026-05-19 B 3/5 3/5 3/5 5/5 1/5 2/5 2/5
2026-05-18 B 3/5 3/5 3/5 5/5 1/5 2/5 2/5
2026-05-15 B 3/5 3/5 3/5 5/5 1/5 2/5 2/5
2026-05-14 B 3/5 3/5 3/5 5/5 1/5 2/5 2/5
2026-05-13 B- 3/5 2/5 3/5 5/5 1/5 2/5 2/5
2026-05-12 B- 3/5 2/5 3/5 5/5 1/5 2/5 2/5
2026-05-11 B- 3/5 2/5 3/5 5/5 1/5 2/5 2/5
2026-05-08 B- 3/5 2/5 3/5 5/5 1/5 2/5 2/5
2026-05-07 B- 3/5 2/5 3/5 5/5 1/5 2/5 2/5
2026-05-06 B- 3/5 2/5 3/5 5/5 1/5 2/5 2/5
2026-05-05 B- 3/5 2/5 3/5 5/5 1/5 2/5 2/5
2026-05-04 B- 3/5 2/5 3/5 5/5 1/5 2/5 2/5
2026-05-01 B- 3/5 2/5 3/5 5/5 1/5 2/5 2/5
2026-04-30 B- 3/5 2/5 3/5 5/5 1/5 2/5 2/5
2026-04-29 B 3/5 3/5 3/5 5/5 1/5 2/5 2/5
2026-04-28 B 3/5 3/5 3/5 5/5 1/5 2/5 2/5
2026-04-27 B 3/5 3/5 3/5 5/5 1/5 2/5 2/5
2026-04-24 B 3/5 3/5 3/5 5/5 1/5 2/5 2/5
2026-04-23 B 3/5 3/5 3/5 5/5 1/5 2/5 2/5
2026-04-22 B 3/5 3/5 3/5 5/5 1/5 2/5 2/5
2026-04-21 B 3/5 3/5 3/5 5/5 1/5 2/5 2/5
2026-04-20 B 3/5 3/5 3/5 5/5 1/5 2/5 2/5
2026-04-17 B 3/5 3/5 3/5 5/5 1/5 2/5 3/5
2026-04-16 B 3/5 3/5 3/5 5/5 1/5 2/5 3/5
2026-04-15 B 3/5 3/5 3/5 5/5 1/5 2/5 3/5
Ownership data is not available for this company yet.

Executive team

Top executives
Shares Outstanding
748.64M

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
Terence Kwong Company Secretary 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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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits