AGF Management Limited (A3J) - Net Assets

Latest as of November 2025: €1.24 Billion EUR

Based on the latest financial reports, AGF Management Limited (A3J) has net assets worth €1.24 Billion EUR as of November 2025. Net assets (also known as shareholders' equity or book value) represent the difference between a company's total assets (€1.75 Billion) and total liabilities (€510.15 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 €1.24 Billion
% of Total Assets 70.77%
Annual Growth Rate 2.61%
5-Year Change 19.78%
10-Year Change 36.01%
Growth Volatility 4.15

AGF Management Limited - Net Assets Trend (2014–2025)

This chart illustrates how AGF Management Limited's net assets have evolved over time, based on quarterly financial data. Explore and compare other companies by net assets.

Annual Net Assets for AGF Management Limited (2014–2025)

The table below shows the annual net assets of AGF Management Limited from 2014 to 2025.

Year Net Assets Change
2025-11-30 €1.24 Billion +6.56%
2024-11-30 €1.16 Billion +6.45%
2023-11-30 €1.09 Billion +5.66%
2022-11-30 €1.03 Billion -0.06%
2021-11-30 €1.03 Billion +1.47%
2020-11-30 €1.02 Billion +9.88%
2019-11-30 €924.78 Million -4.90%
2018-11-30 €972.42 Million +4.09%
2017-11-30 €934.22 Million +2.88%
2016-11-30 €908.07 Million -0.31%
2015-11-30 €910.85 Million -2.04%
2014-11-30 €929.77 Million --

Equity Component Analysis

This analysis shows how different components contribute to AGF Management Limited'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 113.8% over the analyzed period, indicating profitable operations and earnings retention.

Current Equity Component Breakdown (November 2025)

Component Amount Percentage
Retained Earnings €773.22 Million 63.89%
Other Components €437.03 Million 36.11%
Total Equity €1.21 Billion 100.00%

AGF Management Limited Competitors by Market Cap

The table below lists competitors of AGF Management Limited ranked by their market capitalization.

Equity Growth Attribution

This analysis shows how different factors contributed to changes in AGF Management Limited's equity between the two most recent reporting periods.

Equity Growth Insights

  • From 2024 to 2025, total equity changed from 1,128,428,000 to 1,210,250,000, a change of 81,822,000 (7.3%).
  • Net income of 128,582,000 contributed positively to equity growth.
  • Dividend payments of 31,212,000 reduced retained earnings.
  • Share repurchases of 24,514,000 reduced equity.
  • New share issuances of 4,679,000 increased equity.

Equity Change Factors (2024 to 2025)

Factor Impact Contribution
Net Income €128.58 Million +10.62%
Dividends Paid €31.21 Million -2.58%
Share Repurchases €24.51 Million -2.03%
Share Issuances €4.68 Million +0.39%
Other Changes €4.29 Million +0.35%
Total Change €- 7.25%

Book Value vs Market Value Analysis

This analysis compares AGF Management Limited'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: 0.50x
  • 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.
  • The price-to-book ratio has decreased from 0.80x to 0.50x over the analyzed period, indicating reduced market premium.

Historical Price-to-Book Ratios

Date Book Value per Share Market Price P/B Ratio
2017-11-30 €11.85 €9.45 x
2018-11-30 €12.42 €9.45 x
2019-11-30 €11.81 €9.45 x
2020-11-30 €14.53 €9.45 x
2021-11-30 €14.73 €9.45 x
2022-11-30 €15.99 €9.45 x
2023-11-30 €17.03 €9.45 x
2024-11-30 €17.59 €9.45 x
2025-11-30 €19.00 €9.45 x

Capital Efficiency Dashboard

This dashboard shows how efficiently AGF Management Limited 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): 10.62%
  • The company shows good efficiency in utilizing shareholder equity.
  • DuPont Analysis Breakdown:
  • • Net Profit Margin: 23.25%
  • • Asset Turnover: 0.32x
  • • Equity Multiplier: 1.44x
  • Recent ROE (10.62%) is above the historical average (7.47%), indicating improving capital efficiency.

Historical Capital Efficiency Metrics

Year Return on Equity Net Profit Margin Asset Turnover Equity Multiplier Economic Value Added
2014 6.59% 13.20% 0.31x 1.63x €-31.72 Million
2015 5.29% 10.68% 0.31x 1.58x €-42.74 Million
2016 4.68% 10.44% 0.30x 1.50x €-48.28 Million
2017 5.54% 12.44% 0.31x 1.42x €-41.82 Million
2018 7.64% 17.76% 0.30x 1.46x €-22.96 Million
2019 5.18% 12.17% 0.28x 1.49x €-44.62 Million
2020 17.11% 45.69% 0.28x 1.33x €72.29 Million
2021 3.81% 8.76% 0.33x 1.32x €-63.82 Million
2022 6.47% 14.96% 0.33x 1.33x €-36.41 Million
2023 8.05% 19.52% 0.32x 1.30x €-21.19 Million
2024 8.65% 19.19% 0.31x 1.45x €-15.27 Million
2025 10.62% 23.25% 0.32x 1.44x €7.56 Million

Industry Comparison

This section compares AGF Management Limited's net assets metrics with peer companies in the Asset Management industry.

Industry Context

  • Industry: Asset Management
  • Average net assets among peers: $22,587,448,962
  • Average return on equity (ROE) among peers: 1.24%

Peer Company Comparison

Company Net Assets Return on Equity Debt-to-Equity Market Cap
AGF Management Limited (A3J) €1.24 Billion 6.59% 0.41x $707.84 Million
China Cinda Asset Management Co., Ltd. (0CI) $223.16 Billion 1.36% 6.34x $1.84 Billion
Quinsam Capital Corporation (0Q4) $30.75 Million -8.08% 0.04x $2.19 Million
Anima Holding SpA (124) $1.39 Billion 8.68% 0.68x $2.25 Billion
tokentus investment AG (14D) $7.99 Million -12.71% 0.02x $7.55 Million
doValue S.p.A. (1DB0) $312.05 Million 0.61% 3.65x $403.67 Million
AUSTRALIAN ETHICAL INV. (1OP) $29.68 Million 38.85% 0.71x $338.77 Million
IDUN INDUSTRIER AB B (1W6) $860.33 Million 3.60% 1.77x $281.92 Million
GOAT Industries Ltd. (26B) $-830.34K 0.00% 0.00x $5.18 Million
Hunter Capital AB (publ) (2DD0) $5.05 Million -17.65% 3.16x $4.90 Million
2INVEST AG NA O.N. (2INV) $82.61 Million -2.29% 0.06x $53.38 Million

About AGF Management Limited

F:A3J Germany Asset Management
Market Cap
$707.84 Million
€605.45 Million EUR
Market Cap Rank
#11350 Global
#1705 in Germany
Share Price
€9.45
Change (1 day)
-5.50%
52-Week Range
€5.65 - €12.70
All Time High
€12.70
About

AGF Management Limited is one of Canada's premier investment management companies with offices across Canada and subsidiaries around the world. 2007 marks AGF's 50th anniversary ofproviding Canadians with innovative investment solutions across the wealth continuum. AGF's products and services include a diversified family of more than 50 mutual funds, the evolutionary AGF Elements portfolios, the … Read more