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AUB Group (AUB) Fair Value & Analysis

Financial Services · AU · Market cap A$3.3B

AG AUB Group AUB · AU
PriceA$28.31
Fair ValueA$17.92
Upside-36.7%
Quality83/100
Evidence: Medium Range A$13.44 – A$22.40

Fair value as of: Jun 26, 2026

From 26 valuation models · updated 3 days ago

Share price +7.7% over the past month.

Price vs Fair Value (12 months)

A$38.92 A$22.64 Fair Value A$17.92 Jun 2025 Jun 2026

12‑month range A$22.64 – A$38.92 · fair‑value band A$13.44 – A$22.40 · the A$28.31 price screens above the A$17.92 fair value. As of Jun 26, 2026.

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Analysis

AUB Group (AUB) currently trades at A$28.31, while our model-based Fair Value estimate is A$17.92 — implying the stock looks roughly 36.7% overvalued today. We read business quality at 83/100 (high quality), in the Financial Services sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium — the entry price still matters most (evidence: medium).

Over the trailing twelve months, AUB Group generated revenue of A$1.2B at a net margin of 15.7%. Revenue grew 6.3% year over year. It earns a return on equity of 12.4%. The balance sheet holds a net cash position of A$385M. Fundamentals as of Jun 26, 2026

Key figures & financial health

Revenue (TTM) A$1.2B
Revenue growth (YoY) +6.3%
Net margin 15.7%
Return on equity 12.4%
Free cash flow A$382M FY2025
P/E ratio 15.8
More key figures
Operating margin 23.7%
EPS (TTM) A$1.61
Dividend yield 3.3%
EPS growth (YoY) +33.8%
Net cash A$385M FY2025

Figures from reported company fundamentals (EODHD) · as of Jun 26, 2026. TTM = trailing twelve months.

About the company

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. It operates through five segments: Australian Broking, New Zealand Broking, Agencies, International, and Support Services. The company offers insurance broking and advisory services primarily to SME clients; and broking businesses complemented by established capabilities in member services, life insurance broking, premium funding, and claims management. It also designs, distributes, and manages insurance products and portfolios on behalf of licensed insurance companies. In addition, the company is involved in wholesale and retail broking and managing general agents. Further, it provides automated quoting and binding, white-labelling, and technological support services, as well as ExpressCover, an SME insurance platform utilising BizCover, a digital SME insurance platform with multichannel presence…

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

AUB Group reported revenue of A$1.2B in FY2025 versus A$316M in FY2021, a compound +38.8%/yr. Reported net income was A$180M in FY2025, compounding +26.4%/yr from FY2021.

Revenue +38.8%/yr
FY21 A$316M
FY22 A$337M
FY23 A$740M
FY24 A$1.1B
FY25 A$1.2B
Net income +26.4%/yr
FY21 A$70.6M
FY22 A$80.8M
FY23 A$65.3M
FY24 A$137M
FY25 A$180M

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Similar stocks

6 more Insurance Brokers stocks, each showing price versus our Fair Value estimate (as of Jun 26, 2026).

Stock Price Fair Value vs Fair Value
Marsh & McLennan Companies, Inc MRSH $167.15 $112.25 -33%
Aon plc AON $325.48 $224.91 -31%
Arthur J. Gallagher & Co A1JG34 R$559.44 R$72.61 -87%
Willis Towers Watson Public Limited WTW $263.54 $178.13 -32%
Brown & Brown, Inc BRO $58.24 $52.07 -11%
Erie Indemnity Company ERIE $231.98 $152.05 -34%

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Frequently asked questions

Is AUB Group (AUB) undervalued?
As of Jun 26, 2026, our model estimates a fair value of A$17.92 versus a price of A$28.31 — about −37% (overvalued). Model-based estimate, not financial advice.
What is the fair value of AUB?
Our 21-model fair value for AUB Group is A$17.92 (as of Jun 26, 2026), built from audited fundamentals. The current price is A$28.31.
What is the quality score of AUB?
AUB Group has a Quality Score of 83/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of AUB Group (AUB)?
AUB Group reported trailing-twelve-month revenue of about A$1.2B (latest available figure, as of Jun 26, 2026).
What is the net profit margin of AUB?
The net profit margin of AUB Group is about 15.7%, meaning it keeps roughly 15.7% of revenue as net income. Based on the latest reported figures.
Does AUB Group pay a dividend?
AUB Group currently shows a dividend yield of about 3.34% relative to its recent price (as of Jun 26, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.