Australian Foundation Investment Company Limited
AFI.AXFinancial ServicesASXAsset Management
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Daily timeframeAustralian Foundation Investment Company Limited is a publicly owned investment manager. With a market capitalization of $8.15B, it sits in mid-cap territory. The firm invests in the public equity markets of Australia and New Zealand.
Market Cap
$8.15B
Beta
0.40
P/E (TTM)
29.77
P/E (Fwd)
—
EPS (TTM)
$0.22
EPS (Fwd)
—
ROE
3.3%
ROA
1.9%
Cash
$131.6M
Total Debt
$0
Free CF
$170.2M
52W Change
-9.5%
Annual Financials
Cash vs Debt
Australian Foundation Investment Company Limited reports $131.6M in cash and $0 in total debt. Annual free cash flow of $170.2M supports ongoing capital allocation decisions and provides a cushion against unexpected expenses or downturns. Return on equity stands at 3.3%, which is modest for the sector. ROE measures how effectively a company uses shareholder capital to generate profits. ROA of 1.9% is on the lower side, which is common in asset-heavy industries. Revenue has pulled back from $393.2M (2022) to $329.2M (2025), a 16% decline worth watching.
With a beta below 0.7, Australian Foundation Investment Company Limited typically sees smaller price swings than the overall market, offering a degree of stability during turbulent periods. These risk factors are not exhaustive — macroeconomic shifts, regulatory changes, and competitive dynamics can all influence Australian Foundation Investment Company Limited's trajectory.