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Australian United Investment Company Ltd

Company price
12.22 AUD -0.20 ( 1.61%)
Last update at 2026-11-06T05:10:00Z
VOLUME
40063
Market Cap
2695.08M
P/E
7.91

Momentum Score

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Australian United Investment Company Limited is a publicly owned investment manager. The firm manages separate client-focused equity portfolio for its clients. It invests in the public equity markets of Australia. It also invests in banks and other financials, healthcare, consumers, Infrastructure, transport, mining and energy. Australian United Investment Company Limited was founded in 1953 and is based in Melbourne, Australia.

Source: TradingView
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Day Price Range
12.12
Low
12.35
High
52 Week Price Range
10.03
Low
12.42
High

Momentum Score

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A unique technical analysis driven score developed by Kalkine showing momentum in stock prices based on select technical indicators identified.

Score - Rating
>= 1 - Low / > 1 but < 2 - Below Average / > 2 but < 3 - Average / > 3 but < 4 - Above Average / > 4 - High
AI Summary

Australian United Investment Company Ltd is a listed investment company that holds a diversified portfolio of Australian and international equities. Long-term growth drivers include compounding from equity market appreciation, dividend income and active portfolio management; the company may appeal to investors seeking diversified, long-horizon exposure with an emphasis on income and capital preservation.

Key risks include equity market volatility and prolonged bear markets that can erode capital and dividends, the potential for a sustained discount to net asset value, and execution risk from investment management decisions.

Risk Score
Medium

Note: The summary and risk score provided above is created by AI and should not be construed as a recommendation of Kalkine.

Key Metrics*

Previous Close
12.42
Dividend Yield
3.01%
Revenue TTM
73.40M
Revenue Per Share
0.52
Gross Profit TTM
73.40M
Debt / Equity
0.03
ROE
11.28%
Net Debt
38.12M
ROCE
7.67%
Diluted EPS TTM
1.57

Key Financials*

Income Statement

Balance Sheet

Change in Cash

Total Operating Cash

Dividends Paid

Breakdown 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Type yearly yearly yearly yearly yearly
Date 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Income before tax 227.05M 53.00M 51.16M 57.20M 73.53M
Net income 220.44M 49.87M 49.12M 56.36M 71.99M
Selling general administrative - 1.57M 1.51M 1.49M 1.42M
Gross profit 73.39M 54.57M 57.76M 63.81M 77.76M
Reconciled depreciation - 0.01M 0.01M 0.01M 0.01M
Ebit 230.21M 53.00M 56.25M 62.32M 76.34M
Ebitda 230.21M 53.01M 56.26M 62.33M 76.35M
Depreciation and amortization 0.00M 0.01M 0.01M 0.01M 0.01M
Operating income 71.32M 53.00M 56.25M 62.32M 76.34M
Other operating expenses 2.08M 4.00M -1.51M 1.49M 1.42M
Interest expense 3.16M 2.43M 5.09M 5.12M 2.81M
Tax provision - 3.14M 2.05M 0.83M 1.55M
Interest income - 0.44M 0.76M 0.29M 0.01M
Net interest income - -1.99M -4.32M -4.83M -2.79M
Income tax expense 6.60M 3.14M 2.05M 0.83M 1.55M
Total revenue 73.40M 57.00M 57.76M 58.69M 74.96M
Total operating expenses 2.07M 1.56M 1.39M 1.49M 1.42M
Cost of revenue 0.01M 2.43M 0.01M -5.12M -2.81M
Total other income expense net 155.73M - -5.09M -5.12M -2.81M
Net income from continuing ops - 49.87M 49.12M 56.36M 71.99M
Net income applicable to common shares - 49.87M 49.12M 56.36M 71.99M
Breakdown 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Type yearly yearly yearly yearly yearly
Date 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Total assets 3070.60M 1638.84M 1534.18M 1430.11M 1389.23M
Other current assets - - -22.65M - -
Total liab 477.70M 324.40M 327.45M 294.42M 347.72M
Total stockholder equity 2592.90M 1314.44M 1206.73M 1135.69M 1041.51M
Other current liab - - -0.06M 0.04M 0.02M
Common stock 1462.36M - 439.09M 464.32M 454.38M
Capital stock - 441.14M - 464.32M 454.38M
Retained earnings 335.12M 170.25M 176.17M 671.37M 587.13M
Other liab - - - 207.00M 174.24M
Other assets - - 1534.18M 6.49M 0.16M
Cash 32.05M 5.46M 16.39M 5.13M 6.73M
Total current liabilities 70.07M - 0.06M 1.41M 5.97M
Net debt 38.12M 19.54M 60.91M 80.87M 160.77M
Short term debt 70.07M - 0.06M 0.00M 0.00M
Short long term debt - 25.00M - - -
Short long term debt total 70.17M - 77.30M 86.00M 167.50M
Other stockholder equity - - - 489.65M -624.26M
Property plant equipment - - - 0.02M 0.11M
Total current assets 49.85M - - 11.83M 12.20M
Long term investments - 1626.50M - 1418.36M 1377.04M
Net tangible assets - - - 1135.69M 1041.51M
Short term investments - - - 0.11M 0.12M
Net receivables 17.81M 6.60M 6.27M 6.17M 5.16M
Long term debt - - - 86.00M 167.50M
Accounts payable - 0.35M - 1.38M 5.96M
Accumulated other comprehensive income 795.42M - 591.46M - 423.17M
Non currrent assets other 0.24M - -0.30M -0.10M -0.03M
Non current assets total 3020.74M - - 1418.28M 1377.03M
Long term debt total - - - 86.00M 167.51M
Breakdown 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Type yearly yearly yearly yearly yearly
Date 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Investments - 43.82M 41.06M 60.22M -41.48M
Change to liabilities - - - 0.36M 0.01M
Total cashflows from investing activities 28.51M 43.82M 41.06M 60.22M -41.48M
Net borrowings - -52.00M -9.00M -81.50M 32.50M
Total cash from financing activities -52.44M -105.74M -80.99M -118.06M -9.40M
Change to operating activities - - - 0.53M -0.32M
Net income 220.44M 49.87M 49.12M 56.36M 71.99M
Change in cash 26.58M -10.92M 11.25M -1.60M 1.52M
Begin period cash flow 5.46M 16.39M 5.13M 6.73M 5.21M
End period cash flow 32.05M 5.46M 16.39M 5.13M 6.73M
Total cash from operating activities 50.51M 50.99M 51.19M 56.25M 52.40M
Depreciation 0.00M - 0.01M 0.01M 0.01M
Other cashflows from investing activities - 43.82M 41.06M 60.22M -41.48M
Dividends paid 52.54M -52.35M -43.88M 43.43M 41.90M
Change to account receivables -10.71M - -0.01M -1.01M -19.28M
Sale purchase of stock -12.90M -1.39M -28.11M 6.87M 6.87M
Other cashflows from financing activities - - 41.06M -74.63M 77.50M
Change to netincome - - - -0.01M -0.01M
Capital expenditures 0.00M 0.00M 0.01M 0.00M 0.01M
Change in working capital -9.98M 55.06M 0.94M -1.01M -19.28M
Other non cash items -159.95M 50.99M 1.13M 0.89M -0.32M
Free cash flow 50.51M 50.99M 51.18M 56.25M 52.39M

Peer Comparison*

Sector: Financial Services Industry: Asset Management

Stock Name
Change
(AUD)
Price
(AUD)
Trailing
PE (x)
Forward
PE (x)
Price Sales
TTM (x)
Price to Book Value (x)
Enterprise Value
to Revenue (x)
AUI
Australian United Investment Company Ltd
-0.20
1.61%
12.22 7.91 - 36.72 1.03 39.10
AFI
Australian Foundation Investment Company Ltd
-0.07
1.00%
6.92 30.39 - 25.11 1.03 24.95
ARG
Argo Investments Ltd
0.01
0.11%
9.52 27.97 - 24.56 1.01 24.64
L1G
L1 Group Limited
-0.03
2.35%
1.25 21.25 19.76 7.36 3.83 3.13
PNI
Pinnacle Investment Management Group Ltd
-0.57
3.47%
15.84 21.04 18.83 36.44 3.21 45.93

Profile*

Australian United Investment Company Ltd

Australian United Investment Company Limited is a publicly owned investment manager. The firm manages separate client-focused equity portfolio for its clients. It invests in the public equity markets of Australia. It also invests in banks and other financials, healthcare, consumers, Infrastructure, transport, mining and energy. Australian United Investment Company Limited was founded in 1953 and is based in Melbourne, Australia.

Level 20, Melbourne, VIC, Australia, VIC 3000

61 3 9654 0499

Name Title Year Born
Mr. James A. Pollard C.A. Company Sec. NA
Mr. James A. Pollard C.A. Company Secretary NA
Mr. James A. Pollard C.A. Company Secretary NA
Mr. James A. Pollard C.A. Company Secretary NA
Mr. James A. Pollard C.A. Company Secretary NA
Mr. James A. Pollard C.A. Company Secretary NA
Mr. James A. Pollard C.A. Company Secretary NA
Mr. James A. Pollard C.A. Company Secretary NA
Mr. James A. Pollard C.A. Company Secretary NA

Disclaimer - (*)This information, including any data, is sourced from Unicorn Data Services SAS, trading as EOD Historical Data (“EODHD”) on an ‘as is’ basis, using their API. We cannot guarantee the completeness or validity of the information and data provided on this page, as well as via the API. In some cases, the data may include analyst ratings or recommendations sourced through the EODHD API, which are intended solely for general information purposes.
This information does not consider your personal objectives, financial situation, or needs. Kalkine is not liable for any errors or omissions in the information provided or for any actions taken in reliance on it. You should seek advice from a financial adviser, stockbroker or other professional adviser (including taxation and legal advice) as necessary before acting on this information.

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