Financials / Asset ManagementUpdated 2026-05-10 22:07 UTC

NZE/AFI stock hub

NZE/AFI has a live ticker hub with the latest available market, valuation, profitability, growth, ownership, and risk indicators.

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Fair value midpoint

n/a

Fair value pending

Upside to midpoint

n/a

Based on latest report

Confidence

n/a

Data quality and model convergence

Market cap

9.9B

New Zealand Stock Exchange

Market data

Live price

Current market quote for this ticker.

Current price

NZE/AFI

In the news

Latest news · NZE/AFI

Recent company headlines from major financial publishers.

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Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector context

Where the current metrics sit

Percentiles come from the backend screener cohort cache for the ticker's country and sector.

Forward P/En/a

P25 11.9P50 14.5P75 17.5

Trailing P/E30.6

P25 11.7P50 18.5P75 20.4

ROE3.3

P25 3.3P50 7.7P75 9.8

ROIC3.4

P25 3.4P50 7.6P75 14.7

Benchmarks - 1M

S&P 500n/a

Nasdaq Compositen/a

Dow Jones Industrial Averagen/a

Russell 2000n/a

Indicator catalog

All NZE/AFI market and fundamental indicators

A searchable catalog of the available market, valuation, profitability, growth, balance-sheet, ownership, and analyst metrics for this ticker.

Available fields

221

Groups with data

Currency

AUD

Showing 221 of 221 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Country	New Zealand
Country code	NZ
Enterprise value	NZD 9.7B
Exchange	New Zealand Stock Exchange
Financial currency	AUD
First seen	2026-05-10
Industry	Asset Management
Isin	AU000000AFI5
Last refreshed	2026-05-10
Market cap	NZD 9.9B
Price	NZD 8.04
Price currency	NZD
Rev Per Employee	21,045,646.17x
Sector	Financials
Sic	6799
Symbol	nze/AFI

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

Metric	Value
Earnings Yield	3.26%
EV Earnings	30.15x
EV/EBIT	26.1x
EV/FCF	29.98x
EV/Sales	24.43x
FCF yield	3.28%
P/B ratio	1.02x
P/E ratio	30.64x
P/S ratio	26.04x
PE Ratio10 Y	31.49x
PE Ratio3 Y	31.72x
PE Ratio5 Y	31.13x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

Metric	Value
EBIT Margin	93.61%
FCF margin	85.45%
Gross margin	100%
Gross Profit	NZD 378.8M
Gross Profit Growth	-1.11%
Gross Profit Growth Q	-2.09%
Gross Profit Growth3 Y	-1.24%
Gross Profit Growth5 Y	-1.37%
Net Income	NZD 321.9M
Net Income Growth	-7.56%
Net Income Growth Q	-4.72%
Net Income Growth Years	0%
Net Income Growth3 Y	-2.13%
Net Income Growth5 Y	-2.17%
Pretax Margin	93.25%
Profit Margin	84.97%
Profit Per Employee	NZD 17.9M
Profitable Years	32
ROA	1.88
Roa5y	2.2
ROCE	3.09
ROE	3.28
Roe5y	3.95
ROIC	3.4
Roic5y	4.04

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

Metric	Value
Cagr10y	6.84%
Cagr15y	5.7%
Cagr1y	10.13%
Cagr20y	5.83%
Cagr3y	5.86%
Cagr5y	3.53%
Div CAGR10	3.94%
Div CAGR3	11.86%
Div CAGR5	8.53%
EPS Growth	-7.76
EPS Growth Q	-4.82
EPS Growth Years	0
EPS Growth3 Y	-2.33
EPS Growth5 Y	-2.46
FCF Growth	-4%
FCF Growth Q	0.07%
FCF Growth3 Y	-1.18%
FCF Growth5 Y	-2.55%
OCF Growth	-3.9%
OCF Growth Q	0.13%
OCF Growth10 Y	4.84%
OCF Growth3 Y	-1.15%
OCF Growth5 Y	-2.53%
Revenue Growth	-5.27x
Revenue Growth Q	-2.09x
Revenue Growth Years	0x
Revenue Growth3 Y	-1.24x
Revenue Growth5 Y	-1.37x

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

Metric	Value
Asset Turnover	NZD 0.03
Assets	NZD 11.5B
Cash	NZD 152.5M
Current Assets	NZD 176.1M
Current Liabilities	NZD 48.2M
Equity	NZD 9.7B
Interest Coverage	260.1
Liabilities	NZD 1.8B
Long Term Assets	NZD 11.3B
Long Term Liabilities	NZD 1.8B
Net Cash	NZD 152.5M
Net Cash By Market Cap	NZD 1.55
Net Cash Growth	-54.6%
Net Debt Equity	NZD -0.02
Net Debt FCF	NZD -0.47
Tangible Book Value	NZD 9.7B
Tangible Book Value Per Share	NZD 7.72

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Current ratio	3.65
Net Working Capital	NZD -30.5M
Quick ratio	3.65
Working Capital	NZD 122M
Working Capital Turnover	NZD 2.17

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

Metric	Value
Buyback Yield	-0.22%
Dividend Growth	31.24%
Dividend Growth Years	4%
Dividend per share	NZD 0.38
Dividend Years	32
Dividend Yield	4.74%
Ex Div Date	2026-02-02
Last Dividend	NZD 0.17
Payout Frequency	Semi-Annual
Payout Ratio	107.39%

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

Metric	Value
10Y total return	93.69%
1Y total return	10.13%
200-day SMA	8.18
3Y total return	18.64%
50-day SMA	8.09
50-day SMA vs 200-day SMA	50under200
5Y total return	18.93%
All Time High	9.4
All Time High Change	-14.45%
All Time High Date	2022-02-03
All Time Low	0.64
All Time Low Change	1,156.17%
All Time Low Date	1996-08-09
ATR	0.05
Ch YTD	-2.99
High	8.08
High52	8.59
High52 Date	2025-11-11
High52ch	-6.38%
Low	8.04
Low52	7.5
Low52 Date	2025-05-09
Low52ch	7.23%
Ma50ch	-0.56%
Price vs 200-day SMA	-1.64%
RSI	46.83
RSI Monthly	49.38
RSI Weekly	46.09
Sharpe ratio	0.47x
Sortino ratio	1.14
Total Return	4.52%
Tr YTD	-0.98
Tr15y	129.79%
Tr1m	-0.35%
Tr1w	-0.1%
Tr3m	-0.72%

Analyst estimates

Ratings, targets, revisions, and forward estimate fields.

Metric	Value
Operating Income	NZD 354.6M
Operating Income Growth	-0.51
Operating Income Growth Q	-0.95
Operating Income Growth3 Y	-1.53
Operating Income Growth5 Y	-1.63
Operating margin	93.61

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

Metric	Value
Float	1,216,667,442%
Net Borrowing	-12,151,836
Shares Insiders	0.22%
Shares Institutions	3.01%
Shares Qo Q	0.13%
Shares Yo Y	0.22%

Other indicators

Additional ticker metrics that do not fit the primary research groupings yet.

Metric	Value
Adjusted FCF	NZD 323.7M
Average Volume	2,597x
Bv Per Share	7.72
CAPEX	NZD -337,371
Ch10y	32.49
Ch15y	27.65
Ch1m	-0.35
Ch1w	-0.1
Ch1y	5.12
Ch20y	40.59
Ch3m	-0.72
Ch3y	5.54
Ch5y	-0.35
Ch6m	-5.61
Change	-0.35%
Change From Open	-0.35
Close	8.07
Days Gap	0
Depreciation Amortization	29,164.4
Dollar Volume	81,811.3
Earnings Date	2026-01-21
EBIT	NZD 354.6M
EPS	NZD 0.26
F Score	6
FCF	NZD 323.7M
FCF EV Yield	3.34x
Financing CF	-471,135,006
Fiscal Year End	June
Graham Number	6.82486
Graham Upside	-15.13
Income Tax	NZD 31.1M
Investing CF	-41,344,799
Is Primary Listing	0
Last Earnings Date	2026-01-21
Last Report Date	2025-12-31
Last Split Date	1996-08-26
Last Split Type	Forward
Lynch Fair Value	NZD 1.31
Lynch Upside	-83.68
Ma150	8.19
Ma150ch	-1.8%
Ma20	8.1
Ma20ch	-0.73%
Net CF	-188,451,452
Open	8.07
P FCF Ratio	30.47
P OCF Ratio	30.44
Payment Date	2026-02-26
Position In Range	5
Ppne	297,720
Price Date	2026-05-08
Ptbv Ratio	1.02
Relative Volume	4.51x
Revenue	378,821,631x
Tax By Revenue	8.22x
Tax Rate	8.82%
Tr20y	210.34%
Tr6m	-3.66%
Volume	10,173
Z Score	4.32

Fast facts

Decision checkpoints

A compact product layer over the same report payload.

Risk gate

n/a

Named kill scenarios are reviewed before any bullish rating can stand.

Moat score

n/a

Business quality stays separate from stock attractiveness.

Forward P/E

n/a

Valuation uses the full report model stack, not a single multiple.

Next action

Research pending

Final action steps are kept in the recommendation tab.

Income

NZE/AFI dividend yield, growth & safety

Yield, payout sustainability, and the multi-year growth streak.

Dividend yield

+4.7%

$0.38 annual per share

Payout ratio

+107.4%

Share of earnings returned as dividends. Below 60% is generally sustainable.

5Y dividend CAGR

+8.5%

4 consecutive years of growth

Total shareholder yield

+4.5%

Next ex-dividend date: 2026-02-02

Performance

NZE/AFI stock returns vs the market

Total return (incl. dividends) compared to S&P 500.

Ownership

Who owns NZE/AFI?

Insider, institutional, and short-interest positioning.

Institutional ownership

+3.0%

Share of float held by funds and institutions

Insider ownership

+0.2%

Stake held by company insiders. Higher generally signals alignment.

Short interest

n/a

Float sold short by bearish positioning

Y/Y dilution

+0.2%

Negative means the company is buying back shares.

Technical

NZE/AFI momentum and risk profile

RSI, moving-average stack, beta, and risk-adjusted return.

RSI (14)

46.8

Neutral momentum band

Price vs 200-day MA

-1.6%

50/200-day relationship not available

Beta (5Y)

n/a

Sensitivity to the broader market

Sharpe ratio

0.47

Risk-adjusted return — higher is better; >1.0 is solid.

Questions

About NZE/AFI

Hub-level FAQ points readers to the deeper analysis pages.

What is the current nze/AFI stock rating?

nze/AFI is currently shown with the latest rating in the latest report. The hub links directly to the full analysis surface where the rating, fair-value bridge, risks, and scorecard are documented together.

Where can I read the full nze/AFI analysis?

The full report lives at /stocks/nze/AFI/analysis. The bare ticker page is a product hub that summarizes the latest read and sends readers into the relocated analysis tabs without making the analysis surface depend on the hub.

What fair-value range is used for nze/AFI?

The latest report frames nze/AFI around the latest fair-value range. Treat that range as the entry point, then check the valuation, sensitivity, and bear-case tabs before making an investment decision.

How often is the nze/AFI page updated?

The hub updates with the latest published stock report and live backend market data. The analysis pages remain reachable under /analysis, so a hub rollback does not remove the report reader.