Valuation: Netwealth Group Limited

Market Cap 4.14B 2.91B 2.56B 2.42B 2.19B 4.12B 279B 28.93B 11.17B 142B 10.91B 10.67B 457B P/E 2027 *
29.6x
P/E 2028 * 25x
Enterprise Value 4.04B 2.83B 2.49B 2.36B 2.14B 4.02B 272B 28.23B 10.9B 139B 10.64B 10.41B 446B EV / Sales 2027 *
8.99x
EV / Sales 2028 * 7.68x
Free-Float
53.68%
Yield 2027 *
2.69%
Yield 2028 * 3.18%
Manager TitleAgeSince
Chief Executive Officer - 2014-12-31
Director of Finance/CFO 56 2025-01-30
Chief Tech/Sci/R&D Officer - 2025-01-31
Director TitleAgeSince
Director/Board Member - 1998-12-31
Director/Board Member - 2004-02-29
Director/Board Member - 2019-10-09
Change 5-day change 1-year change 3-year change Capi.($)
-.--%-.--% - - 2.93B
-1.39%-1.74%-7.37%+66.02% 168B
-0.71%-2.97%+24.68%+78.85% 151B
-1.14%-3.54%+35.52%+247.80% 102B
-1.48%-3.73%-19.16%+78.07% 82.34B
-0.22%-3.09%-22.24%+38.15% 71.26B
-0.89%-2.53%+55.33%+166.03% 49.81B
+0.64%-7.38%-0.63%+50.19% 43.55B
-1.09%-2.80%-34.49%+27.54% 35.34B
-0.67%-2.46%+30.94%+152.20% 32.15B
Average -0.51%-2.65%+6.95%+100.54% 81.7B
Weighted average by Cap. -0.66%-2.34%+7.40%+100.24%

Financials

2027 *2028 *
Net sales 449M 315M 277M 262M 238M 447M 30.28B 3.14B 1.21B 15.45B 1.18B 1.16B 49.65B 522M 366M 322M 305M 276M 519M 35.15B 3.65B 1.41B 17.93B 1.37B 1.34B 57.63B
Net income 140M 97.93M 86.13M 81.44M 73.87M 139M 9.4B 975M 377M 4.8B 368M 360M 15.41B 166M 116M 102M 96.76M 87.76M 165M 11.17B 1.16B 447M 5.7B 437M 427M 18.31B
Net Debt -101M -70.84M -62.31M -58.92M -53.44M -100M -6.8B -705M -272M -3.47B -266M -260M -11.15B -131M -92.02M -80.93M -76.53M -69.42M -130M -8.83B -916M -354M -4.51B -345M -338M -14.48B
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
Trader
Investor
Global
Quality
ESG MSCI
BB