AUB Group's fiscal 2026 underlying NPAT increased 12% to AUD 225 million. On 6% revenue growth, margins expanded 140 basis points, driven by cost discipline, acquisitions, and a tailwind from higher maritime premiums due to the Iran war. Guidance is for 9%-18% NPAT growth in fiscal 2027.
AUB's scale and expertise in insurance products and services leave it well placed to benefit from the essential nature of insurance.
AI disruption leads to loss of clients and pressure on broker commissions.
|
Metric
|
AUB
|
SDF
|
MRSH
|
|---|---|---|---|
Price/Earnings (Normalized) | 16.30 | 19.00 | 16.81 |
Price/Book Value | 1.82 | 2.71 | 5.41 |
Price/Sales | 2.95 | 4.10 | 3.00 |
Price/Cash Flow | — | 13.53 | 14.83 |
|
Metric
|
AUB
|
SDF
|
MRSH
|
|---|---|---|---|
Quick Ratio | 1.14 | 1.43 | 0.50 |
Current Ratio | 1.18 | 1.46 | 1.14 |
Interest Coverage | 2.52 | 4.34 | 6.52 |
|
Metric
|
AUB
|
SDF
|
MRSH
|
|---|---|---|---|
Return on Assets (Normalized) | 4.70% | 4.74% | 7.48% |
Return on Equity (Normalized) | 13.17% | 13.53% | 29.04% |
Return on Invested Capital (Normalized) | 8.14% | 5.73% | 13.69% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| Marsh
MRSH
| LOCK|$#s#XW% | LOCK|n<>Lc | $82B | |||
| Arthur J. Gallagher & Co
AJG
| LOCK|dP@NGb | LOCK|<<&#@ | $59B | |||
| Aon PLC Class A
AON
| LOCK|@vd<LF | LOCK|#?Vq! | $59B | |||
| Willis Towers Watson PLC
WTW
| LOCK|kvL$rQ | LOCK|>Kl&? | $27B | |||
| Brown & Brown Inc
BRO
| — | LOCK|<F^@L | $21B | |||
| Erie Indemnity Co Class A
ERIE
| — | LOCK|<HZY | $12B | |||
| Ryan Specialty Holdings Inc Class A
RYAN
| — | LOCK|^bq&^ | $5B | |||
| The Baldwin Insurance Group Inc Class A
BWIN
| — | LOCK|$t | $4B | |||
| Steadfast Group Ltd
SFGLF
| — | LOCK|g!dj | $4B | |||
| Accelerant Holdings Ordinary Shares - Class A
ARX
| — | LOCK|wZ | $4B |
United States