Macquarie's first-half fiscal 2027 profit jumped 50% to AUD 2.5 billion, though it fell 22% from a bumper second half of fiscal 2026. Commodities and global markets soared 83% on market volatility, asset management benefited from gains on asset sales, and retail banking continued steady growth.
Macquarie’s position as one of the largest infrastructure asset managers globally leaves the firm well placed to benefit from underlying demand for assets and investors searching for maintainable income streams.
Without the support of cash rate cuts close to zero, it is unlikely Macquarie can continue to achieve as high returns in infrastructure, resulting in lower performance fee income.
Metric | MQG | MS | JPM |
|---|---|---|---|
Price/Earnings (Normalized) | 15.97 | 13.65 | 15.23 |
Price/Book Value | 2.60 | 2.73 | 2.59 |
Price/Sales | 15.64 | 3.95 | 4.67 |
Price/Cash Flow | 6.01 | 10.41 | 11.81 |
Metric | MQG | MS | JPM |
|---|---|---|---|
Quick Ratio | 0.45 | — | — |
Current Ratio | 0.88 | — | — |
Interest Coverage | 0.19 | — | — |
Metric | MQG | MS | JPM |
|---|---|---|---|
Return on Assets (Normalized) | −0.28% | 1.45% | 1.30% |
Return on Equity (Normalized) | −4.19% | 21.58% | 17.98% |
Return on Invested Capital (Normalized) | −1.87% | — | — |
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