Australian Foundation (Australia) Performance
| AFI Stock | 7.26 0.06 0.82% |
The firm shows a Beta (market volatility) of 0.16, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Australian Foundation's returns are expected to increase less than the market. However, during the bear market, the loss of holding Australian Foundation is expected to be smaller as well. At this point, Australian Foundation has a negative expected return of -0.0094%. Please make sure to confirm Australian Foundation's treynor ratio, value at risk, skewness, as well as the relationship between the maximum drawdown and potential upside , to decide if Australian Foundation performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Australian Foundation Investment has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of comparatively stable forward indicators, Australian Foundation is not utilizing all of its potentials. The newest stock price uproar, may contribute to short-horizon losses for the private investors. ...more
Forward Dividend Yield 0.0365 | Payout Ratio 1.0838 | Last Split Factor 1.1:1 | Forward Dividend Rate 0.27 | Ex Dividend Date 2025-02-03 |
1 | Australian Foundation Investment Company Updates on Share Buy-Back Program - TipRanks | 02/26/2025 |
2 | AFIC Reports February 2025 NTA Backing Decline Amid Market Volatility - TipRanks | 03/04/2025 |
3 | Australian Foundation Investment Company Announces Cessation of Securities - TipRanks | 03/10/2025 |
4 | Australian Foundation Investment Company Updates on Buy-Back Program - MSN | 03/21/2025 |
| Begin Period Cash Flow | 165.4 M | |
| Free Cash Flow | 289.3 M |
Australian |
Australian Foundation Relative Risk vs. Return Landscape
If you would invest 731.00 in Australian Foundation Investment on December 29, 2024 and sell it today you would lose (5.00) from holding Australian Foundation Investment or give up 0.68% of portfolio value over 90 days. Australian Foundation Investment is producing return of less than zero assuming 0.5114% volatility of returns over the 90 days investment horizon. Simply put, 4% of all stocks have less volatile historical return distribution than Australian Foundation, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Australian Foundation Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Australian Foundation's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Australian Foundation Investment, and traders can use it to determine the average amount a Australian Foundation's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0184
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | AFI |
Estimated Market Risk
| 0.51 actual daily | 4 96% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Australian Foundation is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Australian Foundation by adding Australian Foundation to a well-diversified portfolio.
Australian Foundation Fundamentals Growth
Australian Stock prices reflect investors' perceptions of the future prospects and financial health of Australian Foundation, and Australian Foundation fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Australian Stock performance.
| Return On Equity | 0.0362 | ||||
| Return On Asset | 0.0203 | ||||
| Profit Margin | 0.87 % | ||||
| Operating Margin | 0.94 % | ||||
| Current Valuation | 8.81 B | ||||
| Shares Outstanding | 1.26 B | ||||
| Price To Book | 1.06 X | ||||
| Price To Sales | 26.48 X | ||||
| Revenue | 339.25 M | ||||
| Gross Profit | 344.92 M | ||||
| EBITDA | 318.94 M | ||||
| Net Income | 296.17 M | ||||
| Total Debt | 10 M | ||||
| Book Value Per Share | 6.87 X | ||||
| Cash Flow From Operations | 289.35 M | ||||
| Earnings Per Share | 0.24 X | ||||
| Total Asset | 9.92 B | ||||
| Retained Earnings | 1.03 B | ||||
About Australian Foundation Performance
Assessing Australian Foundation's fundamental ratios provides investors with valuable insights into Australian Foundation's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Australian Foundation is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
Australian Foundation is entity of Australia. It is traded as Stock on AU exchange.Things to note about Australian Foundation performance evaluation
Checking the ongoing alerts about Australian Foundation for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Australian Foundation help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Australian Foundation generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Australian Foundation Investment Company Updates on Buy-Back Program - MSN |
- Analyzing Australian Foundation's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Australian Foundation's stock is overvalued or undervalued compared to its peers.
- Examining Australian Foundation's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Australian Foundation's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Australian Foundation's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Australian Foundation's stock. These opinions can provide insight into Australian Foundation's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Australian Stock Analysis
When running Australian Foundation's price analysis, check to measure Australian Foundation's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Australian Foundation is operating at the current time. Most of Australian Foundation's value examination focuses on studying past and present price action to predict the probability of Australian Foundation's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Australian Foundation's price. Additionally, you may evaluate how the addition of Australian Foundation to your portfolios can decrease your overall portfolio volatility.