Valuation: Netwealth Group Limited

Market Cap 4.15B 2.88B 2.54B 2.41B 2.17B 4.09B 277B 28.79B 11.08B 141B 10.83B 10.59B 453B P/E 2027 *
29.7x
P/E 2028 * 25x
Enterprise Value 4.05B 2.81B 2.48B 2.35B 2.12B 3.99B 270B 28.09B 10.81B 138B 10.57B 10.34B 442B EV / Sales 2027 *
9x
EV / Sales 2028 * 7.7x
Free-Float
53.68%
Yield 2027 *
2.68%
Yield 2028 * 3.17%
1 day-1.36%
1 week-10.04%
Current month-1.36%
1 month-19.55%
3 months-24.74%
6 months-26.43%
Current year-35.06%
1 week 16.35
Extreme 16.35
18.36
1 month 16.35
Extreme 16.35
20.98
Current year 16.35
Extreme 16.35
27.43
1 year 16.35
Extreme 16.35
33.62
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 - 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
Date Insider Type Main position Quantity % Market Cap. Importance
9/3/26 Expiration

Chief Executive Officer

-14,002 0.0057%
9/3/26 Exercice

Chief Executive Officer

27,448 0.0112%
11/20/25 Free

Chief Executive Officer

30,926 0.0126%
Change 5-day change 1-year change 3-year change Capi.($)
-1.66%-10.04%-43.83%+12.33% 2.94B
-0.90%-0.25%-9.23%+63.70% 165B
-0.59%+1.64%+23.93%+77.57% 149B
-1.60%-3.26%+32.74%+239.11% 99.73B
-1.68%-6.02%-34.39%+4.62% 91.19B
-2.02%-6.08%-29.74%+48.21% 83.64B
+0.43%-0.65%-18.44%+83.38% 81.29B
-0.38%-0.53%-19.81%+40.32% 71.72B
-1.79%-2.98%+50.50%+160.74% 48.84B
-1.00%-2.08%+0.22%+49.34% 43.93B
Average -1.09%-3.60%-4.81%+77.93% 83.73B
Weighted average by Cap. -1.01%-2.43%-1.08%+83.71%

Financials

2027 *2028 *
Net sales 449M 313M 275M 261M 235M 444M 29.97B 3.12B 1.2B 15.32B 1.17B 1.15B 49.12B 522M 363M 319M 303M 273M 515M 34.79B 3.62B 1.39B 17.78B 1.36B 1.33B 57.02B
Net income 140M 97.03M 85.45M 80.96M 73.09M 138M 9.3B 969M 373M 4.76B 364M 356M 15.25B 166M 115M 102M 96.18M 86.83M 164M 11.05B 1.15B 443M 5.65B 433M 423M 18.12B
Net Debt -101M -70.2M -61.82M -58.57M -52.87M -99.65M -6.73B -701M -270M -3.44B -264M -258M -11.03B -131M -91.19M -80.3M -76.08M -68.68M -129M -8.74B -910M -350M -4.47B -342M -335M -14.33B
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
26-09-30 A$16.62 -1.66% 39,449
26-09-30 A$16.90 -1.57% 754,629
26-09-29 A$17.17 +1.78% 473,519
26-09-28 A$16.87 -0.88% 1,034,123
26-09-25 A$17.02 -8.15% 1,496,722
Trader
Investor
Global
Quality
ESG MSCI
BB
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
16
Last Close Price
16.90AUD
Average target price
26.00AUD
Spread / Average Target
+53.86%

Quarterly revenue - Rate of surprise