Added to YB: 2026-07-03
Pitch date: 2026-07-01
AUB.AX [neutral]
AUB Group Limited
-0.04%
current return
Author Info
No bio for this author
Company Info
AUB Group Limited engages in the insurance broking and underwriting agency businesses in Australia, the United States, the United Kingdom, Rest of Europe, New Zealand, and internationally.
Market Cap
AUD 3.7B
Pitch Price
AUD 28.11
Price Target
N/A
Dividend
2.97%
EV/EBITDA
12.28
P/E
17.80
EV/Sales
4.12
Sector
Insurance
Category
growth
How AUB is balancing owning it all
AUB.AX (overview): Australian insurance broker vertically integrating across value chain, capturing up to 40c/premium dollar on end-to-end risks. Mirrors rival Steadfast but more aggressive. $880m Tysers (2022) + Prestige (Jan '26, +45% UK retail) countercyclical. Key risks: channel conflict, FCA-flagged broker-owned MGA conflicts, slack underwriting eroding trust/loss ratios. Competent mgmt (3 CEOs/30yrs) but PSC JV collapse forced $150m raise.
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