Valuation: Netwealth Group Limited

Market Cap 440.19Cr 309.89Cr 278.03Cr 257.05Cr 232.8Cr 434.93Cr 30TCr 3.07TCr 1.22TCr 15TCr 1.16TCr 1.14TCr 49TCr P/E 2027 *
32x
P/E 2028 * 27.2x
Enterprise Value 430.68Cr 303.19Cr 272.02Cr 251.49Cr 227.77Cr 425.53Cr 29TCr 3.01TCr 1.2TCr 15TCr 1.14TCr 1.11TCr 48TCr EV / Sales 2027 *
9.67x
EV / Sales 2028 * 8.33x
Free-Float
53.78%
Yield 2027 *
2.49%
Yield 2028 * 2.91%
1 day+0.39%
1 week+6.38%
Current month+6.51%
1 month+6.70%
3 months-17.13%
6 months-24.08%
Current year-29.88%
1 week 16.98
Extreme 16.985
18.35
1 month 14.57
Extreme 14.57
18.35
Current year 14.57
Extreme 14.57
27.43
1 year 14.57
Extreme 14.57
31.45
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
28/09/26 Buy

Director

7,761 0.0032%
25/09/26 Buy

Director

2,000 0.0008%
03/09/26 Expiration

Chief Executive Officer

-14,002 0.0057%
Change 5-day change 1-year change 3-year change Capi.($)
+0.39%+6.38%-42.49%+45.04% 309.89Cr
+1.33%+3.00%+6.69%+92.95% 18TCr
+3.43%+4.09%+30.59%+87.96% 14TCr
+0.85%+3.05%+39.89%+253.68% 10TCr
+2.75%+1.27%-19.25%+30.18% 9.36TCr
+2.87%+2.93%-15.08%+105.35% 8.56TCr
+3.15%+3.10%-19.04%+74.31% 8.35TCr
+2.59%+2.00%-10.56%+68.88% 7.55TCr
+3.69%+2.30%-8.20%+42.20% 6.7TCr
+0.99%+4.25%+49.87%+173.90% 4.73TCr
Average +2.16%+2.63%+1.24%+97.45% 8.77TCr
Weighted average by Cap. +2.32%+1.82%+6.55%+101.45%

Financials

2027 *2028 *
Net sales 45Cr 31Cr 28Cr 26Cr 24Cr 44Cr 2.99TCr 311.09Cr 123.91Cr 1.56TCr 117.71Cr 115.22Cr 4.96TCr 51Cr 36Cr 32Cr 30Cr 27Cr 51Cr 3.44TCr 358.7Cr 142.87Cr 1.8TCr 135.72Cr 132.86Cr 5.72TCr
Net income 14Cr 9.67Cr 8.68Cr 8.02Cr 7.26Cr 14Cr 920.93Cr 96Cr 38Cr 481.91Cr 36Cr 36Cr 1.53TCr 16Cr 11Cr 10Cr 9.46Cr 8.57Cr 16Cr 1.09TCr 113.1Cr 45Cr 568.34Cr 43Cr 42Cr 1.8TCr
Net Debt -9.52Cr -6.7Cr -6.01Cr -5.56Cr -5.03Cr -9.4Cr -638Cr -66Cr -26Cr -333.85Cr -25Cr -25Cr -1.06TCr -12Cr -8.77Cr -7.87Cr -7.28Cr -6.59Cr -12Cr -835.3Cr -87Cr -35Cr -437.09Cr -33Cr -32Cr -1.39TCr
Projected Income Statement - Annual - Netwealth Group Limited
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$18.00 +0.39% 5,73,657
28/26/28 A$17.93 +4.00% 9,13,312
27/26/27 A$17.24 -0.17% 3,67,253
26/26/26 A$17.27 -0.86% 3,88,622
23/26/23 A$17.42 +2.41% 5,14,275
Trader
Investor
Global
Quality
ESG MSCI
BB
MarketScreener Ratings - Netwealth Group Limited
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
16
Last Close Price
18.00AUD
Average target price
22.49AUD
Spread / Average Target
+24.93%

Quarterly revenue - Rate of surprise

Rate of surprise - Net sales - Quarterly - Netwealth Group Limited