Valuation: Netwealth Group Limited

Market Cap 514.84Cr 360.03Cr 316.21Cr 294.07Cr 269.85Cr 507.03Cr 35TCr 3.49TCr 1.36TCr 17TCr 1.35TCr 1.32TCr 59TCr P/E 2026 *
81.6x
P/E 2027 * 35.4x
Enterprise Value 504.31Cr 352.66Cr 309.75Cr 288.06Cr 264.33Cr 496.65Cr 34TCr 3.42TCr 1.34TCr 17TCr 1.32TCr 1.3TCr 58TCr EV / Sales 2026 *
12.8x
EV / Sales 2027 * 11x
Free-Float
53.64%
Yield 2026 *
2.08%
Yield 2027 * 2.27%
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.($)
-.--%-.--% - - 360.03Cr
+1.78%-1.54%-5.61%+39.53% 16TCr
+0.17%-0.54%+38.58%+127.11% 16TCr
-0.75%+1.13%+58.96%+249.18% 11TCr
+1.22%-3.92%-4.21%+88.53% 9.53TCr
+1.43%-3.51%-24.19%+46.97% 7.41TCr
+0.65%+1.59%+67.06%+160.25% 5.09TCr
+1.69%+0.20%+2.28%+48.99% 4.68TCr
+3.14%+7.07%-35.32%+40.36% 3.69TCr
+1.44%-2.25%+40.20%+126.84% 3.3TCr
Average +1.08%-0.80%+15.31%+103.08% 8.55TCr
Weighted average by Cap. +0.95%-1.25%+16.89%+106.36%

Financials

2026 *2027 *
Net sales 39Cr 28Cr 24Cr 22Cr 21Cr 39Cr 2.65TCr 266.77Cr 104.22Cr 1.3TCr 103.25Cr 101.02Cr 4.5TCr 46Cr 32Cr 28Cr 26Cr 24Cr 45Cr 3.07TCr 309.47Cr 120.91Cr 1.51TCr 119.78Cr 117.2Cr 5.22TCr
Net income 6.23Cr 4.36Cr 3.83Cr 3.56Cr 3.26Cr 6.13Cr 419.42Cr 42Cr 17Cr 206.2Cr 16Cr 16Cr 712.94Cr 15Cr 10Cr 8.95Cr 8.33Cr 7.64Cr 14Cr 981.76Cr 99Cr 39Cr 482.67Cr 38Cr 37Cr 1.67TCr
Net Debt -11Cr -7.37Cr -6.47Cr -6.02Cr -5.52Cr -10Cr -709.28Cr -71Cr -28Cr -348.7Cr -28Cr -27Cr -1.21TCr -12Cr -8.55Cr -7.51Cr -6.99Cr -6.41Cr -12Cr -823.7Cr -83Cr -32Cr -404.96Cr -32Cr -31Cr -1.4TCr
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
791
Trader
Investor
Global
Quality
ESG MSCI
BB