Plato Income Maximiser Ltd. (AU:PL8)
ASX:PL8
Top Page
Plato Income Maximiser Ltd.
(Sydney:PL8)
Select Model
Select Model
Rating:77Outperform
Price Target:
AU$1.50
â–²(3.45% Upside)
Action:ReiteratedDate:12/30/25
The score is driven primarily by strong financial positioning (no debt) and generally positive cash generation, tempered by meaningful volatility in revenue and earnings. Technicals are supportive with the price above major moving averages and a positive MACD, while valuation is helped by a moderate P/E and a solid dividend yield.
Positive Factors
Strong Financial Position
Having zero debt provides Plato Income Maximiser Ltd. with strong financial flexibility and low solvency risk, enhancing its ability to sustain operations and navigate market fluctuations over the long term.
Negative Factors
Volatile Revenue and Earnings
Significant fluctuations in revenue and earnings can undermine investor confidence and challenge the company's ability to maintain consistent financial performance, impacting long-term stability.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong Financial Position
Having zero debt provides Plato Income Maximiser Ltd. with strong financial flexibility and low solvency risk, enhancing its ability to sustain operations and navigate market fluctuations over the long term.
Read all positive factors
Plato Income Maximiser Ltd. (PL8) vs. iShares MSCI Australia ETF (EWA)
Market Cap
N/A
Dividend Yield4.54%
Average Volume (3M)558.40K
Price to Earnings (P/E)9.6
Beta (1Y)0.21
Revenue Growth6.20%
EPS Growth15.29%
CountryAU
EmployeesN/A
SectorFinancial
Sector Strength70
IndustryAsset Management - Income
Share Statistics
EPS (TTM)0.04
Shares Outstanding748,636,200
10 Day Avg. Volume624,853
30 Day Avg. Volume558,400
Financial Highlights & Ratios
PEG Ratio0.78
Price to Book (P/B)1.21
Price to Sales (P/S)20.94
P/FCF Ratio24.88
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
Plato Income Maximiser Ltd. Business Overview & Revenue Model
Company Description
Plato Income Maximiser Limited is a privately owned investment manager. The firm provides its services to SMSF and pension-phase investors. It invests in public equity markets of Australia. The firm invests in diversified portfolio of Australian s...
How the Company Makes Money
Plato Income Maximiser Ltd. makes money through its investment strategy focused on Australian equities that provide consistent dividends and franking credits. The company generates revenue primarily from the dividends received from its portfolio o...
Plato Income Maximiser Ltd. Financial Statement Overview
Summary
Income Statement
70
Positive
Balance Sheet
88
Very Positive
Cash Flow
76
Positive
| Breakdown | Jun 2024 | Jun 2023 | Jun 2022 | Jun 2021 | Jun 2020 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 49.70M | 84.86M | 70.88M | -40.93M | 99.26M |
| Gross Profit | 109.71M | 84.40M | 65.75M | -45.52M | 95.62M |
| EBITDA | 102.55M | -376.00K | 0.00 | -290.00K | 0.00 |
| Net Income | 83.58M | 65.94M | 57.36M | -12.86M | 73.02M |
Balance Sheet | |||||
| Total Assets | 865.83M | 823.03M | 681.78M | 578.15M | 488.41M |
| Cash, Cash Equivalents and Short-Term Investments | 170.00K | 803.33M | 307.00K | 207.00K | 866.00K |
| Total Debt | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Total Liabilities | 9.33M | 697.00K | 577.00K | 519.00K | 3.60M |
| Stockholders Equity | 856.50M | 822.33M | 681.20M | 577.63M | 484.81M |
Cash Flow | |||||
| Free Cash Flow | 41.83M | 42.77M | 47.64M | -12.86M | 22.84M |
| Operating Cash Flow | 41.83M | 42.77M | 47.64M | -12.86M | 22.84M |
| Investing Cash Flow | 7.45M | -117.94M | -93.73M | -151.27M | -2.31M |
| Financing Cash Flow | -49.41M | 75.16M | 46.19M | 105.68M | -20.57M |
Plato Income Maximiser Ltd. Technical Analysis
Negative
1.45
Price Trends
1.44
Negative
1.42
Negative
1.40
Negative
Market Momentum
>-0.01
Positive
35.26
Neutral
6.61
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:PL8, the sentiment is Negative. The current price of 1.45 is above the 20-day moving average (MA) of 1.43, above the 50-day MA of 1.44, and above the 200-day MA of 1.40, indicating a bearish trend. The MACD of >-0.01 indicates Positive momentum. The RSI at 35.26 is Neutral, neither overbought nor oversold. The STOCH value of 6.61 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for AU:PL8.
Plato Income Maximiser Ltd. Peers Comparison
UnderperformOutperform
Sector (68)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
77 Outperform | ― | 9.61 | 8.42% | 4.54% | 6.20% | 15.29% | |
70 Outperform | AU$291.31B | 12.51 | 13.27% | 3.00% | 6.39% | 7.78% | |
69 Neutral | AU$544.68M | 7.80 | 8.50% | 4.63% | 4.26% | 79.41% | |
68 Neutral | $18.00B | 11.42 | 9.92% | 3.81% | 9.73% | 1.22% | |
58 Neutral | AU$136.86B | 19.98 | 8.08% | 4.00% | -4.56% | -1.63% | |
56 Neutral | AU$1.72B | 8.08 | 6.18% | ― | 16.78% | 22.86% | |
52 Neutral | AU$93.81M | 2.59 | 23.10% | ― | -0.51% | ― |
* Financial Sector Average
AU:PL8
Plato Income Maximiser Ltd.
1.37
0.15
11.89%
AU:NAB
National Australia Bank Limited
42.75
10.43
32.28%
AU:CBA
Commonwealth Bank of Australia
171.12
26.68
18.47%
AU:PNC
Pioneer Credit Ltd
0.62
0.18
39.77%
AU:JDO
Judo Capital Holdings Limited
1.48
-0.32
-18.06%
AU:EQT
EQT Holdings Ltd.
20.37
-11.02
-35.12%
Plato Income Maximiser Ltd. Corporate Events
Plato Income Maximiser Posts Updated NTA and Franking Balance
Jan 15, 2026
Plato Income Maximiser Limited has released its estimated net tangible asset backing per share as at 2 January 2026, reporting a pre-tax NTA of $1.163 and a post-tax NTA of $1.150, with figures described as unaudited and approximate. The company a...
Plato Income Maximiser Reports December NTA and Franking Balance
Jan 9, 2026
Plato Income Maximiser Limited has reported its net tangible asset (NTA) backing per share as at 31 December 2025, with pre-tax NTA of $1.161 and post-tax NTA of $1.149. The company also disclosed a franking account balance equivalent to $0.011 pe...
Plato Income Maximiser Posts December NTA and Dividend-Adjusted Values
Dec 31, 2025
Plato Income Maximiser Limited reported an estimated pre-tax net tangible asset (NTA) backing of $1.169 per share and a post-tax NTA of $1.148 per share as at 24 December 2025, figures which are unaudited and approximate. The NTA values are report...
Plato Income Maximiser Posts December NTA and Confirms Monthly Dividend Impact
Dec 28, 2025
Plato Income Maximiser Limited has released its estimated net tangible asset (NTA) backing per share as at 19 December 2025, reporting a pre-tax NTA of $1.152 and a post-tax NTA of $1.137, both struck after accounting for the monthly dividend of $...
Plato Income Maximiser Posts December NTA Ahead of Monthly Dividend
Dec 19, 2025
Plato Income Maximiser Limited has reported an estimated pre-tax net tangible asset (NTA) backing of $1.167 per share and a post-tax NTA of $1.148 per share as at 12 December 2025, ahead of its monthly dividend payment. The figures, which are unau...
Plato Income Maximiser Reports Strong Returns and Sustains Dividends Amid Market Volatility
Dec 18, 2025
Plato Income Maximiser Limited reported its investment performance for November 2025, achieving a total return of 10.2% per year since inception, surpassing its benchmark return of 10.0%. Despite a challenging month for Australian equities, the co...
Plato Income Maximiser Ltd. Releases NTA Update Ahead of Dividend
Dec 12, 2025
Plato Income Maximiser Ltd. announced its estimated Net Tangible Asset (NTA) backing per share as of December 5, 2025, with a pre-tax NTA of $1.159 and a post-tax NTA of $1.143, ahead of a monthly dividend distribution. These figures, which are un...
Plato Income Maximiser Ltd. Reports November 2025 NTA
Dec 10, 2025
Plato Income Maximiser Ltd. announced its Net Tangible Asset (NTA) backing per share as of November 30, 2025, with a pre-tax NTA of $1.155 and a post-tax NTA of $1.142. This announcement provides insights into the company’s financial health ...
Plato Income Maximiser Announces New Dividend Distribution
Dec 2, 2025
Plato Income Maximiser Ltd. announced a new dividend distribution for its ordinary fully paid securities, with a distribution amount of AUD 0.0055 per share. The ex-date is set for December 16, 2025, with the record date on December 17, 2025, and ...
Plato Income Maximiser Releases NTA Update for November 2025
Nov 28, 2025
Plato Income Maximiser Limited announced its estimated Net Tangible Asset (NTA) backing per share as of November 21, 2025, with a pre-tax NTA of $1.129 and a post-tax NTA of $1.123. These figures, which are unaudited and approximate, reflect the c...
Plato Income Maximiser Ltd. Releases NTA Update
Nov 21, 2025
Plato Income Maximiser Ltd. has released its estimated Net Tangible Asset (NTA) backing per share as of November 14, 2025. The pre-tax NTA stands at $1.166, while the post-tax NTA is $1.150. These figures are provided before the monthly dividend o...
Plato Income Maximiser Reports Strong Returns and Announces Dividends
Nov 20, 2025
Plato Income Maximiser Limited reported a total investment return of 10.7% per annum since inception, outperforming its benchmark. The company declared three fully-franked dividends for the months of October, November, and December 2025, maintaini...
Plato Income Maximiser Ltd. Announces AGM Results and Director Re-elections
Nov 18, 2025
Plato Income Maximiser Ltd. held its 2025 Annual General Meeting where key resolutions were passed, including the adoption of the remuneration report and the re-election of directors Chris Meyer and Lorraine Berends. The successful outcomes of the...
Plato Income Maximiser Reports Strong Performance and Stable Dividends at AGM
Nov 17, 2025
At its 2025 Annual General Meeting, Plato Income Maximiser Limited highlighted its strong financial performance and consistent dividend payments. The company reported an annualized total return of 10.7% including franking credits, and a stable mon...
Plato Income Maximiser Ltd. Reports November NTA and Upcoming Dividend
Nov 14, 2025
Plato Income Maximiser Ltd. has announced its estimated Net Tangible Asset (NTA) per share as of November 7, 2025, with a pre-tax NTA of $1.178 and a post-tax NTA of $1.158. These figures precede the monthly dividend of $0.0055 per share, payable ...
Plato Income Maximiser Announces October 2025 NTA Backing
Nov 6, 2025
Plato Income Maximiser Limited has announced its Net Tangible Asset (NTA) backing per share as of October 31, 2025, with a pre-tax NTA of $1.190 and a post-tax NTA of $1.168. This announcement provides insights into the company’s financial h...
Plato Income Maximiser Announces November Dividend Distribution
Nov 3, 2025
Plato Income Maximiser Ltd. has announced a new dividend distribution of AUD 0.0055 per share for its ordinary fully paid securities, with the payment scheduled for November 28, 2025. This announcement underscores the company’s commitment to...
Plato Income Maximiser Ltd. Releases NTA Update Ahead of Dividend Payment
Oct 24, 2025
Plato Income Maximiser Ltd. announced its estimated Net Tangible Asset (NTA) backing per share as of 17 October 2025, with pre-tax NTA at $1.207 and post-tax NTA at $1.181. These figures are provided ahead of the monthly dividend payment scheduled...
Plato Income Maximiser Outperforms Benchmark with Strong Returns and Stable Dividends
Oct 23, 2025
Plato Income Maximiser Limited reported a total return of 10.8% per annum and a yield of 7.6% per annum since its inception, outperforming the SP/ASX 200 Franking Credit Adjusted Daily Total Return Index. The company announced the continuation of ...
Plato Income Maximiser Ltd. Announces New Dividend Distribution
Oct 20, 2025
Plato Income Maximiser Ltd. announced a new dividend distribution of AUD 0.0055 per share, with an ex-date of October 23, 2025, and a payment date of October 31, 2025. This announcement reflects the company’s ongoing commitment to delivering...
Plato Income Maximiser Maintains Steady Dividends Amid Economic Uncertainty
Oct 20, 2025
Plato Income Maximiser Ltd. announced the continuation of its monthly dividends for the December 2025 quarter, maintaining the dividend at $0.0055 per share despite a modest decline in franked dividend yields on Australian shares. The decision ref...
Plato Income Maximiser Ltd. Announces Weekly NTA Update
Oct 17, 2025
Plato Income Maximiser Ltd. has released its estimated Net Tangible Asset (NTA) backing per share as of October 10, 2025. The pre-tax NTA is reported at $1.207 per share, while the post-tax NTA stands at $1.181 per share. These figures are unaudit...
Plato Income Maximiser Announces Ninth Annual General Meeting
Oct 16, 2025
Plato Income Maximiser Limited has announced its ninth Annual General Meeting (AGM) scheduled for November 18, 2025, to be held both in person and online. The AGM will address key resolutions including the adoption of the Remuneration Report and t...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.