Metrics Income Opportunities Trust

AU:MOT Australia Asset Management
Market Cap
$351.06 Million
AU$566.97 Million AUD
Market Cap Rank
#44949 Global
#1531 in Australia
Share Price
AU$1.70
Change (1 day)
+1.49%
52-Week Range
AU$1.68 - AU$2.08
All Time High
AU$2.17
About

Cirralto Limited engages in data migration business in Australia. The company is involved in the conversion, migration, and management of server based legacy data and systems to the cloud. It offers 2SQL, a service on premise access software migration solution. Cirralto Limited is based in Fitzroy, Australia.

Metrics Income Opportunities Trust (MOT) - Net Assets

Latest net assets as of June 2025: AU$713.07 Million AUD

Based on the latest financial reports, Metrics Income Opportunities Trust (MOT) has net assets worth AU$713.07 Million AUD as of June 2025.

Net assets (also known as shareholders' equity or book value) represent the difference between a company's total assets (AU$722.68 Million) and total liabilities (AU$9.61 Million). This figure indicates the residual interest in the assets after deducting liabilities, essentially showing what would remain for shareholders if all assets were liquidated and all debts paid off.

Key Net Assets Metrics

Metric Value
Current Net Assets AU$713.07 Million
% of Total Assets 98.67%
Annual Growth Rate 84.73%
5-Year Change 102.69%
10-Year Change 73550.44%
Growth Volatility 201.49

Metrics Income Opportunities Trust - Net Assets Trend (2014–2025)

This chart illustrates how Metrics Income Opportunities Trust's net assets have evolved over time, based on quarterly financial data. Explore and compare other companies by net assets.

Annual Net Assets for Metrics Income Opportunities Trust (2014–2025)

The table below shows the annual net assets of Metrics Income Opportunities Trust from 2014 to 2025.

Year Net Assets Change
2025-06-30 AU$713.07 Million +0.58%
2024-06-30 AU$708.98 Million +25.17%
2023-06-30 AU$566.42 Million +1.15%
2022-06-30 AU$560.00 Million +59.18%
2021-06-30 AU$351.80 Million +0.28%
2020-06-30 AU$350.81 Million +16.84%
2019-06-30 AU$300.24 Million +21311.61%
2017-06-30 AU$-1.42 Million -626.75%
2016-06-30 AU$268.71K -72.25%
2015-06-30 AU$968.18K +16.15%
2014-06-30 AU$833.53K --

Equity Component Analysis

This analysis shows how different components contribute to Metrics Income Opportunities Trust's total equity over time. Equity components include common stock, retained earnings, additional paid-in capital, and other elements.

Equity Composition Insights

  • Retained earnings have grown by 281.0% over the analyzed period, indicating profitable operations and earnings retention.

Current Equity Component Breakdown (June 2025)

Component Amount Percentage
Retained Earnings AU$903.00K 0.13%
Common Stock AU$713.07 Million 100.00%
Total Equity AU$713.07 Million 100.00%

Metrics Income Opportunities Trust Competitors by Market Cap

The table below lists competitors of Metrics Income Opportunities Trust ranked by their market capitalization.

Equity Growth Attribution

This analysis shows how different factors contributed to changes in Metrics Income Opportunities Trust's equity between the two most recent reporting periods.

Equity Growth Insights

  • From 2024 to 2025, total equity changed from 708,977,000 to 713,071,000, a change of 4,094,000 (0.6%).
  • Net income of 60,231,000 contributed positively to equity growth.
  • Dividend payments of 51,492,000 reduced retained earnings.

Equity Change Factors (2024 to 2025)

Factor Impact Contribution
Net Income AU$60.23 Million +8.45%
Dividends Paid AU$51.49 Million -7.22%
Other Changes AU$-4.64 Million -0.65%
Total Change AU$- 0.58%

Book Value vs Market Value Analysis

This analysis compares Metrics Income Opportunities Trust's book value (net assets) with its market value over time. The relationship between these values can provide insights into investor sentiment and company valuation.

Valuation Insights

  • Current price-to-book ratio: 0.79x
  • The company is trading below its book value, potentially indicating the market believes the assets are overvalued on the balance sheet or anticipates future losses.

Historical Price-to-Book Ratios

Date Book Value per Share Market Price P/B Ratio
2019-06-30 AU$1.99 AU$1.70 x
2020-06-30 AU$2.09 AU$1.70 x
2021-06-30 AU$2.02 AU$1.70 x
2022-06-30 AU$2.54 AU$1.70 x
2023-06-30 AU$2.13 AU$1.70 x
2024-06-30 AU$2.55 AU$1.70 x
2025-06-30 AU$2.15 AU$1.70 x

Capital Efficiency Dashboard

This dashboard shows how efficiently Metrics Income Opportunities Trust utilizes its equity to generate returns, including Return on Equity (ROE) and its components based on the DuPont analysis framework.

Capital Efficiency Insights

  • Current Return on Equity (ROE): 8.45%
  • The company has moderate efficiency in generating returns from equity.
  • DuPont Analysis Breakdown:
  • • Net Profit Margin: 91.98%
  • • Asset Turnover: 0.09x
  • • Equity Multiplier: 1.01x
  • Recent ROE (8.45%) is above the historical average (7.02%), indicating improving capital efficiency.

Historical Capital Efficiency Metrics

Year Return on Equity Net Profit Margin Asset Turnover Equity Multiplier Economic Value Added
2019 1.09% 80.66% 0.01x 1.01x AU$-26.74 Million
2020 7.10% 83.74% 0.08x 1.01x AU$-10.06 Million
2021 7.32% 83.86% 0.09x 1.01x AU$-9.43 Million
2022 8.48% 88.13% 0.10x 1.01x AU$-8.50 Million
2023 8.73% 86.41% 0.10x 1.01x AU$-7.22 Million
2024 7.97% 92.25% 0.09x 1.01x AU$-14.41 Million
2025 8.45% 91.98% 0.09x 1.01x AU$-11.08 Million

Industry Comparison

This section compares Metrics Income Opportunities Trust's net assets metrics with peer companies in the Asset Management industry.

Industry Context

  • Industry: Asset Management
  • Average net assets among peers: $589,126,514
  • Average return on equity (ROE) among peers: -25.04%

Peer Company Comparison

Company Net Assets Return on Equity Debt-to-Equity Market Cap
Metrics Income Opportunities Trust (MOT) AU$713.07 Million 1.09% 0.01x $10.16K
Acorn Capital Investment Fund Ltd (ACQ) $52.17 Million 4.80% 0.04x $5.49K
Australian Ethical Investment Ltd (AEF) $20.82 Million 45.43% 0.62x $241.24 Million
Australian Foundation Investment Company Ltd (AFI) $3.98 Billion 4.62% 0.15x $5.08 Billion
Alternative Investment Trust (AIQ) $281.69 Million 15.05% 0.96x $8.06K
Argo Global Listed Infrastructure Ltd (ALI) $320.48 Million -2.91% 0.03x $13.82K
Amcil Ltd (AMH) $128.23 Million 0.00% 0.02x $137.06 Million
Associate Global Partners Ltd (APL) $6.41 Million -310.27% 0.73x $1.95 Million
Ariadne Australia Ltd (ARA) $59.71 Million 8.64% 0.74x $17.16 Million
ARC Funds Ltd (ARC) $2.90 Million -21.10% 0.01x $1.21 Million
Australian United Investment Company Ltd (AUI) $1.04 Billion 5.35% 0.27x $395.51 Million