Valuation: Netwealth Group Limited

Market Cap 421.35Cr 294.3Cr 259.46Cr 245.46Cr 222.3Cr 417.61Cr 28TCr 2.94TCr 1.13TCr 14TCr 1.11TCr 1.08TCr 46TCr P/E 2027 *
30.1x
P/E 2028 * 25.4x
Enterprise Value 411.25Cr 287.25Cr 253.25Cr 239.58Cr 216.98Cr 407.6Cr 28TCr 2.87TCr 1.11TCr 14TCr 1.08TCr 1.06TCr 45TCr EV / Sales 2027 *
9.15x
EV / Sales 2028 * 7.82x
Free-Float
53.68%
Yield 2027 *
2.64%
Yield 2028 * 3.12%
1 day+1.78%
1 week-8.82%
Current month-20.36%
1 month-19.95%
3 months-13.68%
6 months-19.35%
Current year-33.11%
1 week 16.66
Extreme 16.66
19.24
1 month 16.66
Extreme 16.66
21.59
Current year 16.66
Extreme 16.66
27.43
1 year 16.66
Extreme 16.66
33.62
3 years 12.06
Extreme 12.06
38.3
5 years 10.35
Extreme 10.35
38.3
10 years 4.8
Extreme 4.8
38.3
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
Date Insider Type Main position Quantity % Market Cap. Importance
03/09/26 Expiration

Chief Executive Officer

-14,002 0.0057%
03/09/26 Exercice

Chief Executive Officer

27,448 0.0112%
20/11/25 Free

Chief Executive Officer

30,926 0.0126%
Change 5-day change 1-year change 3-year change Capi.($)
+1.78%-8.82%-40.40%+14.62% 290.54Cr
-0.31%-2.05%-7.65%+65.51% 17TCr
+0.05%-2.92%+24.75%+78.94% 15TCr
-0.98%-4.49%+34.19%+244.38% 10TCr
+0.62%-3.13%-18.66%+79.18% 8.1TCr
+1.29%-1.85%-21.24%+39.93% 7.1TCr
-1.08%-3.59%+53.64%+163.14% 4.94TCr
+0.23%-7.17%-0.39%+50.54% 4.38TCr
+0.65%-2.18%-34.06%+28.36% 3.5TCr
-0.92%-3.36%+29.73%+149.88% 3.19TCr
Average +0.13%-1.20%+1.99%+91.45% 7.31TCr
Weighted average by Cap. -0.06%+0.03%+7.00%+99.34%

Financials

2027 *2028 *
Net sales 45Cr 31Cr 28Cr 26Cr 24Cr 45Cr 3.01TCr 313.73Cr 120.91Cr 1.54TCr 117.91Cr 115.33Cr 4.94TCr 52Cr 36Cr 32Cr 30Cr 28Cr 52Cr 3.5TCr 364.18Cr 140.35Cr 1.79TCr 136.87Cr 133.88Cr 5.73TCr
Net income 14Cr 9.75Cr 8.59Cr 8.13Cr 7.36Cr 14Cr 935.61Cr 97Cr 38Cr 478.17Cr 37Cr 36Cr 1.53TCr 17Cr 12Cr 10Cr 9.66Cr 8.75Cr 16Cr 1.11TCr 115.72Cr 45Cr 568.09Cr 43Cr 43Cr 1.82TCr
Net Debt -10Cr -7.05Cr -6.22Cr -5.88Cr -5.33Cr -10Cr -676.84Cr -70Cr -27Cr -345.92Cr -26Cr -26Cr -1.11TCr -13Cr -9.16Cr -8.07Cr -7.64Cr -6.92Cr -13Cr -879.22Cr -92Cr -35Cr -449.35Cr -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
Date Price Change Volume
29/26/29 A$17.17 +1.78% 4,73,519
28/26/28 A$16.87 -0.88% 10,34,123
25/26/25 A$17.02 -8.15% 14,96,722
24/26/24 A$18.53 -1.75% 10,07,190
23/26/23 A$18.86 -1.67% 7,58,131
Trader
Investor
Global
Quality
ESG MSCI
BB
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
16
Last Close Price
17.17AUD
Average target price
26.00AUD
Spread / Average Target
+51.45%

Quarterly revenue - Rate of surprise