Valuation Netwealth Group Limited

Stocks

Delayed Australian S.E. 09:06:07 02/09/2026 am IST			5-day change	1st Jan Change
20.52 ^AUD	-0.99%		-7.79%	-20.00%

27/08	Morgans Financial Upgrades Netwealth Group to Buy from Accumulate; Price Target is AU$27.50	MT
26/08	Netwealth Group Limited Reports Earnings Results for the Full Year Ended June 30, 2026	CI

Data adjusted to current consolidation scope

Fiscal Period: June	2022	2023	2024	2025	2026	2027	2028	2029
Market Cap ¹	2,965	3,375	5,410	8,230	5,045	5,085	-	-
Change	-	13.85%	60.28%	52.12%	-38.7%	0.78%	-	-
Enterprise Value (EV) ¹	2,876	3,266	5,284	8,082	5,045	4,972	4,936	4,891
Change	-	13.54%	61.78%	52.96%	-37.57%	-1.45%	-0.73%	-0.91%
P/E	53.6x	50.9x	64.8x	70.6x	83.2x	35.4x	29.8x	25.4x
PBR	28.4x	27.4x	37.4x	41.3x	-	25.6x	20.5x	17.2x
PEG	-	2.6x	2.5x	1.8x	-1.7x	0x	1.6x	1.4x
Capitalization / Revenue	17.1x	15.7x	21.2x	25.4x	12.9x	11.3x	9.73x	8.41x
EV / Revenue	16.6x	15.2x	20.7x	24.9x	12.9x	11x	9.44x	8.09x
EV / EBITDA	33.8x	32.4x	42.4x	49.4x	26.2x	23.5x	19.7x	16.7x
EV / EBIT	35x	33.5x	43.7x	51.2x	27.3x	24.6x	20.6x	17.1x
EV / FCF	49.2x	41.6x	62.1x	67.9x	-	37.8x	29.8x	25x
FCF Yield	2.03%	2.4%	1.61%	1.47%	-	2.64%	3.35%	4%
Dividend per Share ²	0.2	0.24	0.28	0.385	-	0.4633	0.5476	0.6401
Rate of return	1.64%	1.73%	1.26%	1.15%	-	2.24%	2.64%	3.09%
EPS ²	0.227	0.272	0.342	0.476	0.247	0.585	0.6943	0.8161
Distribution rate	88.1%	88.2%	81.9%	80.9%	-	79.2%	78.9%	78.4%
Net sales ¹	173.3	214.7	255.2	324.4	391.1	450.7	522.8	604.5
EBITDA ¹	85.09	100.7	124.7	163.5	192.9	211.5	250.5	293.4
EBIT ¹	82.11	97.46	121	157.7	184.8	202.2	240.2	286.3
Net income ¹	55.55	67.2	83.37	116.5	60.65	143.9	170.5	200.8
Net Debt ¹	-88.38	-109.5	-126.7	-148.5	-	-112.3	-148.6	-193.7
Reference price ²	12.16	13.84	22.17	33.59	20.56	20.72	20.72	20.72
Nbr of stocks (in thousands)	2,43,813	2,43,891	2,44,034	2,45,022	2,45,397	2,45,397	-	-
Announcement Date	23/08/22	15/08/23	12/08/24	20/08/25	25/08/26	-	-	-

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 (N)	EV / Sales (N)	EV / EBITDA (N)	Dividend Yield (N)	Capi.($)
NETWEALTH GROUP LIMITED	36.85x	11.49x	24.49x	2.15%	378.91Cr
BLACKROCK, INC.	21.07x	6x	12.84x	1.98%	18TCr
UBS GROUP AG	15.47x	3.72x	-	2.29%	17TCr
BANK OF NEW YORK MELLON CORPORATION (THE)	17.5x	7.66x	-	1.43%	11TCr
BROOKFIELD ASSET MANAGEMENT LTD.	24.98x	13.08x	22.44x	3.9%	8.22TCr
STATE STREET CORPORATION	14.3x	5.41x	-	1.83%	5.26TCr
AMERIPRISE FINANCIAL, INC.	12.13x	1.87x	5.72x	1.21%	4.89TCr
3I GROUP PLC	5.49x	5.65x	4.04x	3.34%	3.84TCr
NORTHERN TRUST CORPORATION	14.56x	5.29x	16.51x	1.81%	3.39TCr
Average	18.04x	6.68x	14.34x	2.22%	7.95TCr
Weighted average by Cap.	17.49x	6.18x	13.55x	2.19%