profit from every A$100 of sales.
A$0A$100
Carlton Investments
A$35.15+0.14% today
+1.9% in 1 year
1-year low A$32.701-year high A$37.88
Trading in the middle of its range for the past year.
The essentials
Four questions every investor asks, answered in one line each.
more sales each year, on average, 2022 to 2025.
0%20% a year
You pay A$23.86 for every A$1 of profit it makes in a year.
CheapExpensive
of earnings would pay off all its debt.
No debt5 years
Money in, money out
What Carlton Investments sold, what it kept, and what it did with the cash.
Sales went from A$35.6 million in 2022 to A$41.5 million in 2025, with A$38.8 million of profit last year.
SalesProfit
Carlton Investments handed back more cash to shareholders than it generated last year.
A$29M
Free cash flow 2025A$18M
Bought back its own sharesA$2M
Paid as dividendsA$29M
Carlton Investments vs. similar companies
Carlton Investments grows in the middle of these 5 and is priced in the middle for its profits.
| Company | Profit from A$100 of sales | Sales growth a year | Price per A$1 of profit |
|---|---|---|---|
| Carlton Investments | 23.9× · Fair price | ||
 BlackRock | 34.0× · Expensive | ||
 Blackstone | 49.1× · Expensive | ||
 Investor | 8.5× · Cheap | ||
 Brookfield | 70.0× · Very expensive |
AI analysis
An AI analyst reads Carlton Investments's last five years, its segments, earnings, insiders and peers, and writes the bull case, the bear case and what the price expects.
Run the AI analysisFull statementsIncome, balance sheet and cash flow, year by year
Income statement
| In millions of AUD | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| 36 | 39 | 41 | 41 | |
| – | – | – | – | |
| – | – | – | – | |
| – | – | – | – | |
| 34 | 37 | 39 | 39 | |
| 1.28 | 1.41 | 1.47 | 1.47 | |
| – | – | – | – | |
| – | – | – | – | |
| 94.9% | 95.8% | 93.5% | 93.5% |
Balance sheet
| In millions of AUD | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Total assets | 980 | 984 | 1,052 | 1,280 |
| Cash | 12 | 3 | 3 | 3 |
| Total debt | – | – | – | – |
| Total liabilities | 161 | 158 | 172 | 237 |
| 819 | 826 | 880 | 1,043 | |
| 26 | 26 | 26 | 26 | |
| – | – | – | – | |
| 4.1% | 4.5% | 4.4% | 3.7% |
Cash flow
| In millions of AUD | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| – | – | – | – | |
| 9 | 14 | 14 | 21 | |
| 20 | 23 | 26 | 18 | |
| Dividends paid | 21 | 28 | 27 | 29 |
| – | – | 1 | 2 | |
| – | – | – | – |
Valuation
- 23.9×
- –
- 4.96
- 0.8×
- 22.3×
- 50.6×
- –
- 2.0%
- 4.2%
- 3.1%
Profitability
- –
- –
- 93.5%
- –
- –
- –
- –
- –
- –
- –
Growth
- +5.3%
- +4.8%
- –
- –
- −0.1%
Financial health
- –
- –
- –
- –
- –
- –
- –
How it ranks in Financial Services
Each dot is where the company stands among every company over $300M in the sector. Further right is better.
Bottom 21%of 876
Bottom 37%of 878
Bottom 31%of 929
3.1%of the share price, paid each year
On $1,000 invested$31a year at today's yield, before tax
–per share
Raised–not every year
How safe it looks
73.6% of its profit
Room to growStretchedMore than it earns: 155.9%
News
No recent news on file.
Insider trades
Our insider feed has not updated since May 26, 2026. Trades filed after that are not listed yet.
No insider trades on file.
Not enough data
Questions about Carlton Investments
Is Carlton Investments a good stock to buy?
A strong, very profitable business at a fair price. Whether it suits you depends on your goals and the price you pay; invest-like never tells anyone to buy or sell. The AI analysis lays out the case for and against. Read the Carlton Investments AI analysis
What does Carlton Investments do?
Carlton Investments Limited is a publicly owned asset management holding company. Through its subsidiaries, the firm manages separate client-focused equity portfolios. It invests in the public equity markets of Australia through its subsidiaries. It is in Asset Management, based in Sydney, NSW, Australia, with 2 employees.
Does Carlton Investments pay a dividend?
Yes. At today's price the dividend is 3.1% a year, about 74% of its yearly profit. In 2025 it paid out A$28.6 million in dividends.
How has Carlton Investments stock done over the past year?
Up 1.9% over the past twelve months, to A$35.15. It traded between A$32.70 and A$37.88 and is 7.2% below its high.
Who are Carlton Investments's competitors?
The largest listed companies in the same industry are BlackRock, Blackstone, Investor and Brookfield. The peers table on this page compares their profit, growth and price with Carlton Investments's.
Prices: daily closes to Nov 13, 2026. Fundamentals: company reports via invest-like data.