Valuation Netwealth Group Limited

Stocks

Market Closed - Australian S.E. 11:40:19 12/08/2026 am IST			5-day change	1st Jan Change
24.44 ^AUD	-1.25%		+5.16%	-4.79%

30/07	Taylor Collison Starts Netwealth at Outperform with AU$27 Price Target	MT
17/07	Jarden Adjusts Netwealth Group's Price Target to AU$24.70 from AU$25, Keeps at Neutral	MT

Data adjusted to current consolidation scope

Fiscal Period: June	2021	2022	2023	2024	2025	2026	2027	2028
Market Cap ¹	4,181	2,965	3,375	5,410	8,230	5,997	-	-
Change	-	-29.09%	13.85%	60.28%	52.12%	-27.13%	-	-
Enterprise Value (EV) ¹	4,100	2,876	3,266	5,284	8,082	5,894	5,876	5,847
Change	-	-29.84%	13.54%	61.78%	52.96%	-27.06%	-0.31%	-0.5%
P/E	76.1x	53.6x	50.9x	64.8x	70.6x	95.1x	41.2x	34.4x
PBR	44.9x	28.4x	27.4x	37.4x	41.3x	36.9x	30x	24.7x
PEG	-	80.58x	2.6x	2.5x	1.8x	-2.1x	0x	1.7x
Capitalization / Revenue	28.9x	17.1x	15.7x	21.2x	25.4x	15.2x	13.1x	11.3x
EV / Revenue	28.3x	16.6x	15.2x	20.7x	24.9x	15x	12.9x	11x
EV / EBITDA	51.7x	33.8x	32.4x	42.4x	49.4x	30.5x	27.3x	22.9x
EV / EBIT	53x	35x	33.5x	43.7x	51.2x	31.9x	28.5x	23.8x
EV / FCF	110x	49.2x	41.6x	62.1x	67.9x	47.8x	42.6x	34.5x
FCF Yield	0.91%	2.03%	2.4%	1.61%	1.47%	2.09%	2.35%	2.9%
Dividend per Share ²	0.1856	0.2	0.24	0.28	0.385	0.4355	0.4773	0.5674
Rate of return	1.08%	1.64%	1.73%	1.26%	1.15%	1.78%	1.95%	2.32%
EPS ²	0.2255	0.227	0.272	0.342	0.476	0.257	0.5928	0.7112
Distribution rate	82.3%	88.1%	88.2%	81.9%	80.9%	169%	80.5%	79.8%
Net sales ¹	144.9	173.3	214.7	255.2	324.4	393.5	456.3	531.3
EBITDA ¹	79.35	85.09	100.7	124.7	163.5	193.4	215	255.8
EBIT ¹	77.3	82.11	97.46	121	157.7	185	206	246
Net income ¹	54.1	55.55	67.2	83.37	116.5	62.4	145.8	174.3
Net Debt ¹	-81.42	-88.38	-109.5	-126.7	-148.5	-103	-121.3	-150.6
Reference price ²	17.15	12.16	13.84	22.17	33.59	24.44	24.44	24.44
Nbr of stocks (in thousands)	2,43,803	2,43,813	2,43,891	2,44,034	2,45,022	2,45,397	-	-
Announcement Date	17/08/21	23/08/22	15/08/23	12/08/24	20/08/25	-	-	-

¹AUD in Million²AUD

Estimates

Add to a list 0 selected To use this feature you must be a member Log in Sign up	P/E (Y)	EV / Sales (Y)	EV / EBITDA (Y)	Dividend Yield (Y)	Capi.($)
NETWEALTH GROUP LIMITED	96.31x	15.17x	30.87x	1.76%	428.8Cr
BLACKROCK, INC.	21.28x	5.97x	12.79x	2%	18TCr
UBS GROUP AG	15.25x	3.68x	-	2.32%	16TCr
BANK OF NEW YORK MELLON CORPORATION (THE)	17.4x	7.63x	-	1.44%	11TCr
BROOKFIELD ASSET MANAGEMENT LTD.	26.84x	14.09x	24.18x	3.63%	8.83TCr
STATE STREET CORPORATION	13.99x	5.34x	-	1.87%	5.14TCr
AMERIPRISE FINANCIAL, INC.	12.49x	1.91x	5.85x	1.19%	4.97TCr
3I GROUP PLC	5.4x	5.37x	3.93x	3.44%	3.71TCr
NORTHERN TRUST CORPORATION	14.74x	5.34x	16.64x	1.79%	3.44TCr
Average	24.86x	7.17x	15.71x	2.16%	7.96TCr
Weighted average by Cap.	18.17x	6.36x	14.17x	2.19%