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Pacific Current Group (PAC) Fair Value & Analysis

Financial Services · AU · Market cap A$317M

PC Pacific Current Group PAC · AU
PriceA$11.17
Fair ValueA$21.51
Upside+92.6%
Quality95/100
Evidence: High Range A$16.13 – A$26.89

Fair value as of: Jun 26, 2026

From 24 valuation models · updated 3 days ago

Share price +14.0% over the past month.

Price vs Fair Value (12 months)

A$11.17 A$8.62 Fair Value A$21.51 Jun 2025 Jun 2026

12‑month range A$8.62 – A$11.17 · fair‑value band A$16.13 – A$26.89 · the A$11.17 price screens below the A$21.51 fair value. As of Jun 26, 2026.

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Analysis

Pacific Current Group (PAC) currently trades at A$11.17, while our model-based Fair Value estimate is A$21.51 — implying the stock looks roughly 92.6% undervalued today. We read business quality at 95/100 (high quality), in the Financial Services sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high) — always confirm before acting.

Revenue grew 140.1% year over year. It earns a return on equity of -9.5%. Net debt stands at A$22.2M. Fundamentals as of Jun 26, 2026

Key figures & financial health

Revenue (TTM) −A$40.5M
Revenue growth (YoY) +140%
Return on equity -9.5%
Free cash flow A$20.2M FY2025
Operating margin 127%
EPS (TTM) A$-1.06
More key figures
Dividend yield 4.4%
EPS growth (YoY) +798%
Net debt A$22.2M FY2025

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

About the company

Pacific Current Group Limited engages in multi-boutique asset management business worldwide. It manages assets for institutional and individual clients. The company was formerly known as Treasury Group Ltd and changed its name to Pacific Current Group Limited in October 2015. Pacific Current Group Limited is based in Melbourne, Australia.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Pacific Current Group reported revenue of A$128M in FY2025 versus A$44.5M in FY2021, a compound +30.2%/yr. Reported net income was A$58.2M in FY2025, compounding +35.2%/yr from FY2021.

Revenue +30.2%/yr
FY21 A$44.5M
FY22 A$43.6M
FY23 A$44.5M
FY24 A$105M
FY25 A$128M
Net income +35.2%/yr
FY21 A$17.4M
FY22 −A$35.3M
FY23 −A$15.8M
FY24 A$110M
FY25 A$58.2M

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Frequently asked questions

Is Pacific Current Group (PAC) undervalued?
As of Jun 26, 2026, our model estimates a fair value of A$21.51 versus a price of A$11.17 — about +93% (undervalued). Model-based estimate, not financial advice.
What is the fair value of PAC?
Our 21-model fair value for Pacific Current Group is A$21.51 (as of Jun 26, 2026), built from audited fundamentals. The current price is A$11.17.
What is the quality score of PAC?
Pacific Current Group has a Quality Score of 95/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the net profit margin of PAC?
The net profit margin of Pacific Current Group is about 0.0%, meaning it keeps roughly 0.0% of revenue as net income. Based on the latest reported figures.
Does Pacific Current Group pay a dividend?
Pacific Current Group currently shows a dividend yield of about 4.42% 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.