Valuation: Netwealth Group Limited

Market Cap 421.35Cr 293.89Cr 259.36Cr 245.39Cr 222.54Cr 417.23Cr 28TCr 2.94TCr 1.13TCr 14TCr 1.1TCr 1.08TCr 46TCr P/E 2027 *
30.1x
P/E 2028 * 25.4x
Enterprise Value 411.25Cr 286.85Cr 253.14Cr 239.51Cr 217.21Cr 407.23Cr 28TCr 2.87TCr 1.11TCr 14TCr 1.08TCr 1.05TCr 45TCr EV / Sales 2027 *
9.15x
EV / Sales 2028 * 7.82x
Free-Float
53.68%
Yield 2027 *
2.64%
Yield 2028 * 3.12%
Manager TitleAgeSince
Chief Executive Officer - 01/01/2015
Director of Finance/CFO 56 31/01/2025
Chief Tech/Sci/R&D Officer - 01/02/2025
Director TitleAgeSince
Director/Board Member - 01/01/1999
Director/Board Member - 01/03/2004
Director/Board Member - 10/10/2019
Change 5-day change 1-year change 3-year change Capi.($)
-.--%-.--% - - 290.54Cr
-0.22%+0.30%-8.99%+65.48% 17TCr
+0.05%+0.50%+24.59%+78.62% 15TCr
-0.80%-2.06%+34.01%+244.84% 10TCr
+0.33%-3.37%-19.84%+81.73% 8.1TCr
+0.76%-2.08%-21.79%+40.17% 7.1TCr
-1.05%-1.60%+51.27%+164.87% 4.94TCr
+0.05%-3.23%-0.75%+50.40% 4.38TCr
+0.65%-0.79%-34.11%+27.93% 3.5TCr
-0.91%-0.32%+29.08%+148.76% 3.19TCr
Average -0.15%-2.88%+5.94%+100.31% 8.09TCr
Weighted average by Cap. -0.14%-2.68%+6.43%+100.02%

Financials

2027 *2028 *
Net sales 45Cr 31Cr 28Cr 26Cr 24Cr 45Cr 3.01TCr 314.01Cr 121.02Cr 1.54TCr 117.71Cr 115.15Cr 4.94TCr 52Cr 36Cr 32Cr 30Cr 28Cr 52Cr 3.49TCr 364.51Cr 140.48Cr 1.78TCr 136.64Cr 133.67Cr 5.74TCr
Net income 14Cr 9.73Cr 8.59Cr 8.13Cr 7.37Cr 14Cr 933.9Cr 97Cr 38Cr 476.89Cr 37Cr 36Cr 1.53TCr 17Cr 12Cr 10Cr 9.65Cr 8.76Cr 16Cr 1.11TCr 115.82Cr 45Cr 566.56Cr 43Cr 42Cr 1.82TCr
Net Debt -10Cr -7.04Cr -6.21Cr -5.88Cr -5.33Cr -10Cr -675.6Cr -71Cr -27Cr -344.99Cr -26Cr -26Cr -1.11TCr -13Cr -9.15Cr -8.07Cr -7.64Cr -6.93Cr -13Cr -877.61Cr -92Cr -35Cr -448.14Cr -34Cr -34Cr -1.44TCr
Logo Netwealth Group Limited
Netwealth Group Limited is an Australia-based financial services company. The Company acts as a technology company, a superannuation fund trustee and a wealth administration business. The principal activities of the Company are to provide financial intermediaries and clients with wealth administration and management services, including managed funds, investor directed portfolio services, a superannuation master fund, managed accounts service, self-managed superannuation and non-custodial administration services. The Company operates through the Platform Operations segment. Its digital platform supports how its financial products are delivered to the market. Its financial products include superannuation, including accumulation and retirement income products; investor directed portfolio services for self-managed super and non-super investments; managed accounts, managed funds; self-managed superannuation funds administration, and non-custodial administration and reporting services.
Employees
790
Trader
Investor
Global
Quality
ESG MSCI
BB