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Diversified United Investment Limited (DUI.AX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

AU000000DUI8

Sector

Financial Services

Highlights

Market Cap

A$1.14B

EPS (TTM)

A$0.17

PE Ratio

31.06

Total Revenue (TTM)

A$35.24M

Gross Profit (TTM)

-A$10.18M

EBITDA (TTM)

-A$2.47M

Year Range

A$4.72 - A$5.46

Target Price

A$3.69

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of A$10,000 in Diversified United Investment Limited, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%5.00%10.00%15.00%SeptemberOctoberNovemberDecember2025February
1.91%
14.88%
DUI.AX (Diversified United Investment Limited)
Benchmark (^GSPC)

Returns By Period

Diversified United Investment Limited had a return of -0.38% year-to-date (YTD) and 8.50% in the last 12 months. Over the past 10 years, Diversified United Investment Limited had an annualized return of 7.36%, while the S&P 500 had an annualized return of 11.21%, indicating that Diversified United Investment Limited did not perform as well as the benchmark.


DUI.AX

YTD

-0.38%

1M

0.38%

6M

3.08%

1Y

8.50%

5Y*

3.56%

10Y*

7.36%

^GSPC (Benchmark)

YTD

2.90%

1M

3.70%

6M

10.94%

1Y

22.18%

5Y*

12.41%

10Y*

11.21%

*Annualized

Monthly Returns

The table below presents the monthly returns of DUI.AX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-0.94%-0.38%
2024-0.40%-0.81%2.45%-1.79%2.84%1.18%1.37%1.52%1.93%-1.32%1.92%-0.38%8.69%
20235.18%-1.18%-2.63%3.11%-2.01%1.03%3.46%-4.53%0.84%-4.37%4.13%5.01%7.59%
2022-3.86%-0.21%3.27%-1.19%-4.20%-3.97%3.70%2.71%-5.61%2.86%6.21%-2.62%-3.68%
2021-0.42%-2.57%2.17%0.21%0.85%9.26%-0.39%4.06%-3.68%2.16%-0.58%0.00%11.01%
20203.62%-6.51%-19.33%9.90%0.71%-0.47%-1.18%5.03%-2.60%0.72%13.74%0.21%-0.11%
20197.01%-0.53%1.24%1.23%7.75%-2.02%6.42%-0.64%3.42%0.86%4.45%1.01%34.01%
20182.97%0.14%-2.93%-0.75%2.02%1.74%1.95%4.79%-3.61%-3.14%-0.75%-3.27%-1.26%
20170.28%3.83%1.67%5.21%-3.65%0.54%2.15%-0.03%2.69%1.57%2.32%1.76%19.66%
2016-3.52%-2.91%2.56%2.49%1.82%-2.39%7.34%-0.57%-3.66%-0.30%1.22%5.72%7.35%
20152.06%7.67%-0.81%0.55%-1.37%-2.77%3.71%-3.30%-4.70%4.27%-2.34%2.09%4.43%
2014-2.27%1.80%2.90%0.56%0.00%0.84%4.17%5.60%-9.68%-0.85%-2.87%0.59%-0.09%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of DUI.AX is 74, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of DUI.AX is 7474
Overall Rank
The Sharpe Ratio Rank of DUI.AX is 7474
Sharpe Ratio Rank
The Sortino Ratio Rank of DUI.AX is 6363
Sortino Ratio Rank
The Omega Ratio Rank of DUI.AX is 6464
Omega Ratio Rank
The Calmar Ratio Rank of DUI.AX is 8888
Calmar Ratio Rank
The Martin Ratio Rank of DUI.AX is 7979
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Diversified United Investment Limited (DUI.AX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for DUI.AX, currently valued at 0.88, compared to the broader market-2.000.002.004.000.881.59
The chart of Sortino ratio for DUI.AX, currently valued at 1.21, compared to the broader market-6.00-4.00-2.000.002.004.001.212.16
The chart of Omega ratio for DUI.AX, currently valued at 1.17, compared to the broader market0.501.001.502.001.171.29
The chart of Calmar ratio for DUI.AX, currently valued at 1.74, compared to the broader market0.002.004.006.001.742.40
The chart of Martin ratio for DUI.AX, currently valued at 4.79, compared to the broader market0.0010.0020.0030.004.799.79
DUI.AX
^GSPC

The current Diversified United Investment Limited Sharpe ratio is 0.88. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Diversified United Investment Limited with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.00SeptemberOctoberNovemberDecember2025February
0.88
2.04
DUI.AX (Diversified United Investment Limited)
Benchmark (^GSPC)

Dividends

Dividend History

Diversified United Investment Limited provided a 3.03% dividend yield over the last twelve months, with an annual payout of A$0.16 per share. The company has been increasing its dividends for 22 consecutive years.


3.00%3.20%3.40%3.60%3.80%4.00%4.20%A$0.00A$0.05A$0.10A$0.1520142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
DividendA$0.16A$0.16A$0.16A$0.16A$0.16A$0.16A$0.16A$0.15A$0.15A$0.14A$0.14A$0.14

Dividend yield

3.03%3.02%3.18%3.31%2.99%3.22%3.11%3.90%3.59%3.99%4.11%4.00%

Monthly Dividends

The table displays the monthly dividend distributions for Diversified United Investment Limited. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025A$0.00A$0.00A$0.00
2024A$0.00A$0.07A$0.00A$0.00A$0.00A$0.00A$0.00A$0.09A$0.00A$0.00A$0.00A$0.00A$0.16
2023A$0.00A$0.07A$0.00A$0.00A$0.00A$0.00A$0.00A$0.09A$0.00A$0.00A$0.00A$0.00A$0.16
2022A$0.00A$0.07A$0.00A$0.00A$0.00A$0.00A$0.00A$0.09A$0.00A$0.00A$0.00A$0.00A$0.16
2021A$0.00A$0.07A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.09A$0.00A$0.00A$0.00A$0.16
2020A$0.00A$0.07A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.09A$0.00A$0.00A$0.00A$0.16
2019A$0.00A$0.07A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.09A$0.00A$0.00A$0.00A$0.16
2018A$0.00A$0.07A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.09A$0.00A$0.00A$0.00A$0.15
2017A$0.00A$0.07A$0.00A$0.00A$0.00A$0.00A$0.00A$0.08A$0.00A$0.00A$0.00A$0.00A$0.15
2016A$0.00A$0.07A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.08A$0.00A$0.00A$0.00A$0.14
2015A$0.00A$0.07A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.08A$0.00A$0.00A$0.00A$0.14
2014A$0.06A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.07A$0.00A$0.00A$0.00A$0.14

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%3.0%
Diversified United Investment Limited has a dividend yield of 3.03%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%96.4%
Diversified United Investment Limited has a payout ratio of 96.39%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-4.00%-3.00%-2.00%-1.00%0.00%SeptemberOctoberNovemberDecember2025February
-2.22%
-1.51%
DUI.AX (Diversified United Investment Limited)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Diversified United Investment Limited. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Diversified United Investment Limited was 51.76%, occurring on Mar 10, 2009. Recovery took 1115 trading sessions.

The current Diversified United Investment Limited drawdown is 2.22%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-51.76%Oct 29, 2007345Mar 10, 20091115Aug 12, 20131460
-36.19%Feb 24, 202021Mar 23, 2020317Jun 23, 2021338
-25.97%Jul 27, 2001315Oct 10, 2002464Jul 21, 2004779
-19.41%Apr 19, 1999140Oct 29, 1999186Jul 17, 2000326
-15.86%Sep 1, 201476Dec 15, 2014536Jan 27, 2017612

Volatility

Volatility Chart

The current Diversified United Investment Limited volatility is 2.37%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%SeptemberOctoberNovemberDecember2025February
2.37%
3.48%
DUI.AX (Diversified United Investment Limited)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Diversified United Investment Limited over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of Diversified United Investment Limited compared to its peers in the Asset Management industry.


PE Ratio
50.0100.0150.0200.0250.0300.031.1
The chart displays the price to earnings (P/E) ratio for DUI.AX in comparison to other companies of the Asset Management industry. Currently, DUI.AX has a PE value of 31.1. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.
PEG Ratio
-4.0-2.00.02.04.00.0
The chart displays the price to earnings to growth (PEG) ratio for DUI.AX in comparison to other companies of the Asset Management industry. Currently, DUI.AX has a PEG value of 0.0. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Diversified United Investment Limited.


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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