CIN Carlton Investments Ltd.
Financial Services · Asset Management
· website
· 2 employees
$34.15
52wk 32.70 – 39.13
Overall
56.4
Value
52.6
Growth
38.0
Health
100.0
Quality
59.2
Momentum
35.1
Dividend
40.9
Price
About Carlton Investments Ltd.
Carlton Investments Limited is a publicly owned asset management holding company. Through its subsidiaries, the firm manages separate client-focused equity portfolios. It invests in the public equity markets of Australia through its subsidiaries. Carlton Investments Limited was founded in 1928 and is based in Sydney, Australia.
Price analytics
Returns
| 1 day | -1.6% |
| 1 week | -2.5% |
| 1 month | -3.1% |
| 3 months | 0.6% |
| 6 months | -5.1% |
| 1 year | -2.4% |
| 3 years | 26.4% |
Risk
| Volatility (1y ann.) | 20.1% |
| Beta vs ASX 200 | 0.18 |
| Sharpe (1y) | -0.22 |
| VaR 95% (1-day) | -2.1% |
| Max drawdown (1y) | -13.7% |
| Off 1-year high | -9.8% |
Technicals
| RSI(14) | 32 |
| vs 50DMA | -3.4% |
| vs 200DMA | -1.8% |
| Trend | Golden cross |
Fundamental trends
Financial statements
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Scoring breakdown
(2 Oct 2026)
Value
52.6
Trailing P/E
57
Forward P/E
—
PEG ratio
—
EV / EBITDA
—
Price / Book
99
Price / Sales
0
Growth
38.0
Revenue growth (1y)
29
Revenue CAGR (3y)
41
EPS growth (1y)
40
EPS CAGR (3y)
42
Financial Health
100.0
Net debt / EBITDA
—
Interest coverage (EBIT/interest)
—
Current ratio
100
Debt / Equity
100
Quality (Profitability & Cash Flow)
59.2
Return on equity
20
Return on assets
22
Operating margin
100
Net margin
100
Cash conversion (OCF / net income)
—
Dividend / Income
40.9
Dividend yield (%)
57
Payout ratio
58
FCF dividend cover
0
Momentum
35.1
6-month return vs ASX 200
38
Price vs 200-day average
44
Price vs 50-day average
33
Position in 52-week range
23
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Score history
Key metrics
Market cap
$899.57M
P/E (trailing)
21.89
P/E (forward)
—
EPS (trailing)
1.56
Dividend yield
3.5%
Payout ratio
73.7%
Beta
0.38
EV / EBITDA
—
Price / Book
0.90
ROE
4.0%
Operating margin
98.0%
Net margin
93.3%
Total cash
$17.29M
Total debt
$166,000
Current ratio
78.24
Debt / Equity
0.00
Free cash flow
$26.57M
Avg volume
2,701
Latest annual results
(FY ending 30 Jun 2025)
- Revenue$41.49M
- Gross profit—
- Operating income—
- Net income$38.81M
- Diluted EPS1.47
- Free cash flow$18.31M
- Net debt-$2.78M