Stock NWL NETWEALTH GROUP LIMITED
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Financials Netwealth Group Limited

Equities

NWL

AU000000NWL7

Investment Management & Fund Operators

Market Closed - Australian S.E.
Other stock markets
 11:40:43 26/04/2024 am IST 		5-day change 1st Jan Change
19.39 AUD -2.76% Intraday chart for Netwealth Group Limited +2.97% +25.91%
19/04 Citi Downgrades Netwealth Group to Sell from Neutral, Price Target is AU$18.65 MT
12/04 News Highlights : Top Financial Services News of the Day - Friday at 11 AM ET DJ

Valuation

Fiscal Period: June 2019 2020 2021 2022 2023 2024 2025 2026
Capitalization 1 1,901 2,132 4,181 2,965 3,375 4,732 - -
Enterprise Value (EV) 1 1,843 2,047 4,100 2,876 3,266 4,608 4,586 4,561
P/E ratio 56.7 x 48.8 x 76.1 x 53.6 x 50.9 x 55 x 44.3 x 37.3 x
Yield 1.51% 1.61% 1.08% 1.64% 1.73% 1.55% 1.94% 2.29%
Capitalization / Revenue 19.3 x 17.2 x 28.9 x 17.1 x 15.7 x 18.3 x 15.4 x 13.3 x
EV / Revenue 18.7 x 16.5 x 28.3 x 16.6 x 15.2 x 17.8 x 14.9 x 12.9 x
EV / EBITDA 35.5 x 31.6 x 51.7 x 33.8 x 32.4 x 36 x 28.8 x 24.2 x
EV / FCF 45.9 x 35 x 110 x 49.2 x 41.6 x 53.3 x 43.6 x 36.4 x
FCF Yield 2.18% 2.86% 0.91% 2.03% 2.4% 1.88% 2.29% 2.75%
Price to Book 29.8 x 28.8 x 44.9 x 28.4 x 27.4 x 32.8 x 28.1 x 24 x
Nbr of stocks (in thousands) 2,37,680 2,37,695 2,43,803 2,43,813 2,43,891 2,44,034 - -
Reference price 2 8.000 8.970 17.15 12.16 13.84 19.39 19.39 19.39
Announcement Date 18/08/19 17/08/20 17/08/21 23/08/22 15/08/23 - - -
1AUD in Million2AUD
Estimates

Income Statement Evolution (Annual data)

Fiscal Period: June 2019 2020 2021 2022 2023 2024 2025 2026
Net sales 1 98.77 123.9 144.9 173.3 214.7 258.9 307.8 354.6
EBITDA 1 51.96 64.8 79.35 85.09 100.7 128 159.1 188.5
EBIT 1 51.2 62.93 77.3 82.11 97.46 124.2 155.4 184.8
Operating Margin 51.84% 50.79% 53.35% 47.38% 45.4% 47.99% 50.49% 52.1%
Earnings before Tax (EBT) 1 50.08 62.74 77.23 81.11 97.01 124.4 153.6 182.8
Net income 1 34.3 43.66 54.1 55.55 67.2 86.06 107.1 127
Net margin 34.72% 35.24% 37.34% 32.05% 31.3% 33.25% 34.8% 35.8%
EPS 2 0.1410 0.1837 0.2255 0.2270 0.2720 0.3528 0.4376 0.5192
Free Cash Flow 1 40.16 58.5 37.22 58.47 78.52 86.5 105.1 125.3
FCF margin 40.66% 47.21% 25.69% 33.74% 36.57% 33.42% 34.13% 35.33%
FCF Conversion (EBITDA) 77.29% 90.27% 46.91% 68.71% 77.97% 67.6% 66.03% 66.47%
FCF Conversion (Net income) 117.11% 133.98% 68.8% 105.25% 116.84% 100.51% 98.09% 98.67%
Dividend per Share 2 0.1210 0.1440 0.1856 0.2000 0.2400 0.3002 0.3760 0.4447
Announcement Date 18/08/19 17/08/20 17/08/21 23/08/22 15/08/23 - - -
1AUD in Million2AUD
Estimates

Income Statement Evolution (Quarterly data)

Fiscal Period: Juni 2020 S1 2020 S2 2021 S1 2021 S2 2022 S1 2022 S2 2023 S1 2023 S2 2024 S1 2024 S2 2025 S1 2025 S2
Net sales 1 58.7 65.3 72.37 72.51 84.73 88.58 102.8 111.9 123.3 136.5 147 161
EBITDA 1 30.5 34.4 40.51 38.84 41.97 43.12 46.18 54.52 58.75 69 - -
EBIT 29.6 33.33 39.31 37.98 40.58 41.53 44.57 - 57.11 - - -
Operating Margin 50.43% 51.04% 54.32% 52.39% 47.9% 46.88% 43.36% - 46.3% - - -
Earnings before Tax (EBT) 1 29.5 33.24 39.26 37.97 39.83 41.28 44.34 52.68 56.85 67.1 - -
Net income 1 20.5 23.16 27.62 26.49 27.13 28.42 30.62 36.58 39.29 46.4 - -
Net margin 34.92% 35.47% 38.16% 36.53% 32.02% 32.09% 29.79% 32.69% 31.85% 33.99% - -
EPS 2 0.0864 0.0973 0.1160 0.1095 0.1110 0.1160 0.1260 0.1460 0.1610 0.1900 - -
Dividend per Share 2 0.0660 0.0780 0.0906 0.0950 0.1000 0.1000 0.1100 0.1300 - 0.1650 - -
Announcement Date 17/02/20 17/08/20 16/02/21 17/08/21 15/02/22 23/08/22 14/02/23 15/08/23 19/02/24 - - -
1AUD in Million2AUD
Estimates

Balance Sheet Analysis

Fiscal Period: Juni 2019 2020 2021 2022 2023 2024 2025 2026
Net Debt 1 - - - - - - - -
Net Cash position 1 58.5 85.5 81.4 88.4 109 124 146 171
Leverage (Debt/EBITDA) - - - - - - - -
Free Cash Flow 1 40.2 58.5 37.2 58.5 78.5 86.5 105 125
ROE (net income / shareholders' equity) 54.8% 62.4% 63.9% 56.3% 59.1% 63.5% 68.5% 70.6%
ROA (Net income/ Total Assets) 42.8% 45.2% 44.5% 41.6% 45.1% 49.8% 53.9% 56.1%
Assets 1 80.09 96.66 121.5 133.7 149.1 173 198.6 226.4
Book Value Per Share 2 0.2700 0.3100 0.3800 0.4300 0.5000 0.5900 0.6900 0.8100
Cash Flow per Share 2 0.1700 0.2500 0.1600 0.2400 0.3200 0.3600 0.4600 0.5400
Capex 1 0.59 0.92 1.1 2.99 5.64 5.28 3.58 3.61
Capex / Sales 0.6% 0.74% 0.76% 1.73% 2.63% 2.04% 1.16% 1.02%
Announcement Date 18/08/19 17/08/20 17/08/21 23/08/22 15/08/23 - - -
1AUD in Million2AUD
Estimates

EPS & Dividend

Year-on-year evolution of the PER

Year-on-year evolution of the Yield

Change in Enterprise Value/EBITDA

Ratings for Netwealth Group Limited

Trading Rating
Investor Rating
ESG Refinitiv
B-
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
HOLD
Number of Analysts
15
Last Close Price
19.39 AUD
Average target price
18.41 AUD
Spread / Average Target
-5.03%
Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

Company calendar

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Other Investment Management & Fund Operators
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  4. Financials Netwealth Group Limited