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Aboitiz Equity Ventures (PSE:AEV)

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Growth - shows a company's growth potential. Green is "high growth" expected; red is "tough times ahead".

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Aboitiz Equity Ventures stock research in summary

aboitiz.com

ANALYSIS: With an Obermatt Combined Rank of 80 (better than 80% compared with investment alternatives), Aboitiz Equity Ventures (Industrial Conglomerates, Philippines) shares have much better financial characteristics than comparable stocks. Shares of Aboitiz Equity Ventures are a good value (attractively priced) with a consolidated Value Rank of 77 (better than 77% of alternatives), show above-average growth (Growth Rank of 99) but are riskily financed (Safety Rank of 33), which means above-average debt burdens. ...read more

RECOMMENDATION: A Combined Rank of 80, is a strong buy recommendation based on Aboitiz Equity Ventures's financial characteristics. As the company Aboitiz Equity Ventures's key financial metrics exhibit excellent performance in two areas, such as good value (Obermatt Value Rank of 77) and above-average growth (Obermatt Growth Rank of 99), it could be argued that the risk-taking in financing (Obermatt Safety Rank of only 33) indicates that the company is optimistic about the future and sees debt as an opportunity to boost returns. More debt means more shareholder returns if everything goes well. However, higher debt burdens are risky when interest rates rise or the business deteriorates in a crisis. If you believe the company's future is market-typical or even better, this could be an argument for a share purchase. Obermatt Premium subscribers can further check the stock’s Sentiment Ranks, which also flow into the Obermatt 360° View for investors. ...read more

Latest Obermatt Ranks


360° View^new
Sentiment Rank^new
Value Rank	77
Growth Rank	99
Safety Rank	33
Combined Rank	80

Country	Philippines
Industry	Industrial Conglomerates
Index
Size class	Large

31-Jul-2025. Stock data may be delayed. Log in or sign up to get the most recent research.

Further information

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Research History: Aboitiz Equity Ventures

RESEARCH HISTORY	2022	2023	2024	2025
VALUE
VALUE	35	70	85	77
GROWTH
GROWTH	87	17	25	99
SAFETY
SAFETY	30	50	62	33
SENTIMENT
SENTIMENT	77	22	89	^new
360° VIEW
360° VIEW	75	20	80	^new

Most recent update of the stock research: 31-Jul-2025. Financial reporting date used for calculating ranks: 31-Mar-2025. Stock research history is based on the Obermatt Method. The higher the rank, the better Aboitiz Equity Ventures is in the corresponding investment strategy.
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Combined financial peformance in Detail

RESEARCH HISTORY	2022	2023	2024	2025
VALUE
VALUE	35	70	85	77
GROWTH
GROWTH	87	17	25	99
SAFETY
SAFETY	30	50	62	33
COMBINED
COMBINED	51	32	70	80

Last update of combined financial performance: 31-Jul-2025. Stock analysis on combined financial performance: The higher the rank of Aboitiz Equity Ventures the better the performance.

Value Metrics in Detail

ANALYSIS: With an Obermatt Value Rank of 77 (better than 77% compared with alternatives) for 2025, Aboitiz Equity Ventures shares are significantly less expensive than comparable stocks. The Value Rank is based on consolidating four value indicators that are all above average for Aboitiz Equity Ventures. Price-to-Sales is 80 which means that the stock price compared with what market professionals expect for future sales is lower than for 80% of comparable companies, indicating a good value for Aboitiz Equity Ventures's revenue size. The same is valid for expected Price-to-Profits, more favorable than for 59% of alternatives, and this is also true for the Price-to-Book capital ratio (also referred to as market-to-book ratio) with a Price-to-Capital Rank of 81. Compared with other companies in the same industry, dividend yields of Aboitiz Equity Ventures are expected to be higher than for 77% of all competitors (a Dividend Yield rank of 77). ...read more

RECOMMENDATION: The overall picture with a consolidated Value Rank of 77, is a buy recommendation based on Aboitiz Equity Ventures's stock price compared with the company's operational size and dividend yields. Since all value metrics are above the industry average, there is no objection to investing in Aboitiz Equity Ventures based on its detailed value metrics. We recommend further analyzing the stock with Obermatt’s Value, Safety, and Sentiment Ranks, including the 360° View, before making an investment decision. ...read more

VALUE METRICS	2022	2023	2024	2025
PRICE VS. REVENUES (P/S)
PRICE VS. REVENUES (P/S)	52	63	82	80
PRICE VS. PROFITS (P/E)
PRICE VS. PROFITS (P/E)	38	74	75	59
PRICE VS. CAPITAL (Market-to-Book)
PRICE VS. CAPITAL (Market-to-Book)	50	70	85	81
DIVIDEND YIELD
DIVIDEND YIELD	42	57	75	77
CONSOLIDATED RANK: VALUE
CONSOLIDATED RANK: VALUE	35	70	85	77

Last update of Value Rank: 31-Jul-2025. Stock analysis on value ratios: The higher the rank, the lower the value ratio of Aboitiz Equity Ventures; except for dividend yield where the rank is higher, the higher the yield.

Growth Metrics in Detail

ANALYSIS: With an Obermatt Growth Rank of 99 (better than 99% compared with alternatives) for 2025, Aboitiz Equity Ventures shows one of the highest growth dynamics in its industry. Investors also speak of high momentum. The Growth Rank is based on consolidating four value indicators, with all but one indicator above average for Aboitiz Equity Ventures. Sales Growth has a value of 98 which means that currently professionals expect the company to grow more than 98% of its competitors. Profit Growth with a value of 77 and Capital Growth with a rank of 93 means that currently, professionals expect the company to grow both profits and invested capital more than of its competitors. But Stock Returns has only a rank of 45, which means that stock returns have recently been below 55% of alternative investments. ...read more

RECOMMENDATION: The overall picture with a consolidated Growth Rank of 99, is a buy recommendation for growth and momentum investors. Aboitiz Equity Ventures has only one below-average growth indicator, the stock returns. This is probably the least reliable growth indicator, because it measures company and investor expectations at the same time. The three other growth indicators, which are all positive for Aboitiz Equity Ventures, are more reliable measures of growth momentum. For this reason, the company seems to be on a good trajectory, unless you think the current period is not representative, because of unique events that will not be repeated in the future. While momentum is a popular investment factor, the value aspect might be the more important one, in the longer term. We recommend analyzing the stock with Obermatt’s Value, Safety, and Sentiment Ranks to arrive at a 360° View of the stock purchase case. ...read more

GROWTH METRICS	2022	2023	2024	2025
REVENUE GROWTH
REVENUE GROWTH	55	32	47	98
PROFIT GROWTH
PROFIT GROWTH	66	22	43	77
CAPITAL GROWTH
CAPITAL GROWTH	71	71	37	93
STOCK RETURNS
STOCK RETURNS	75	21	17	45
CONSOLIDATED RANK: GROWTH
CONSOLIDATED RANK: GROWTH	87	17	25	99

Last update of Growth Rank: 31-Jul-2025. Stock analysis on growth metrics: The higher the rank, the higher the growth and returns of Aboitiz Equity Ventures.

Safety Metrics in Detail

ANALYSIS: With an Obermatt Safety Rank of 33 (better than 33% compared with alternatives), the company Aboitiz Equity Ventures has financing practices on the riskier side, which means that their overall debt burden is above the industry average. This doesn't mean that the business of Aboitiz Equity Ventures is also risky, it only means that the company is on the riskier side in respect to bankruptcy in case things turn sour, assuming that public reporting is correct. The Safety Rank is based on consolidating three financing indicators, with all three metrics below average for Aboitiz Equity Ventures. Liquidity is at 44, meaning that the company generates less profit to service its debt than 56% of its competitors. This indicates that the company is on the riskier side when it comes to debt service. Even worse, Leverage is at a rank of 46, meaning the company has an above-average debt-to-equity ratio. It has more debt than 54% of its competitors. Finally, Refinancing is at a rank of 27 which means that the portion of the debt about to be refinanced is above average. It has more debt in the refinancing stage than 73% of its competitors. ...read more

RECOMMENDATION: With a consolidated Safety Rank of 33 (worse than 67% compared with alternatives), Aboitiz Equity Ventures has a financing structure that is riskier than that of its competitors. This combination is rather dangerous in most situations. Only very promising companies with bright future outlooks and stellar reputations can operate with such risky financing. Investors should look at Obermatt’s Value, Growth, and Sentiment Ranks to confirm a very positive outlook or be careful with investing in stocks of Aboitiz Equity Ventures because it may suffer significantly in case of future difficulties. ...read more

SAFETY METRICS	2022	2023	2024	2025
LEVERAGE
LEVERAGE	24	44	50	46
REFINANCING
REFINANCING	63	79	86	27
LIQUIDITY
LIQUIDITY	26	26	28	44
CONSOLIDATED RANK: SAFETY
CONSOLIDATED RANK: SAFETY	30	50	62	33

Last update of Safety Rank: 31-Jul-2025. Stock analysis on safety metrics: The higher the rank, the lower the leverage of Aboitiz Equity Ventures and the more cash is available to service its debt.

Sentiment Metrics in Detail

SENTIMENT	2022	2023	2024	2025
ANALYST OPINIONS
ANALYST OPINIONS	n/a	7	72	^new
OPINIONS CHANGE
OPINIONS CHANGE	87	50	50	^new
PRO HOLDINGS
PRO HOLDINGS	29	14	63	^new
MARKET PULSE
MARKET PULSE	76	92	76	^new
CONSOLIDATED RANK: SENTIMENT
CONSOLIDATED RANK: SENTIMENT	77	22	89	^new

Last update of Sentiment Rank: 31-Jul-2025. Stock analysis on sentiment metrics: The higher the rank, the more positive the sentiment for Aboitiz Equity Ventures.
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