Professional
Added to YB: 2025-09-03
Pitch date: 2025-08-31
FID.AX [neutral]
Fiducian Group Ltd
-8.92%
current return
Author Info
Hurdle Rate is an Australian Unit Trust run by a CPA who shares global stock pitches on their website. Sign up for the newsletter.
Company Info
Fiducian Group Ltd, through its subsidiaries, provides financial services in Australia. It operates through Funds Management, Financial Planning, Corporate Services, and Platform Administration segments.
Market Cap
AUD 421.7M
Pitch Price
AUD 13.34
Price Target
N/A
Dividend
3.70%
EV/EBITDA
12.70
P/E
22.71
EV/Sales
4.40
Sector
Capital Markets
Category
growth
Hurdle Rate Portfolio Holding: Fiducian Group Ltd.
FID.AX (holding update): 10% revenue, 19% net profit growth despite declining adviser headcount. H2 margins rose to 25% from 22-23%. ROE up to 33%, ROIC 72%. July FUMAA 7-10% above yearly avg signals strong H1 2026. Risk: network not growing limits distribution despite strong capital efficiency.
Read full article (1 min)