Valuation: Netwealth Group Limited

Market Cap 4.21B 2.96B 2.6B 2.46B 2.23B 4.19B 284B 29.45B 11.37B 145B 11.1B 10.86B 465B P/E 2027 *
30.1x
P/E 2028 * 25.4x
Enterprise Value 4.11B 2.89B 2.54B 2.4B 2.18B 4.09B 277B 28.74B 11.1B 141B 10.84B 10.6B 454B EV / Sales 2027 *
9.15x
EV / Sales 2028 * 7.82x
Free-Float
53.68%
Yield 2027 *
2.64%
Yield 2028 * 3.12%
1 day+1.78%
1 week-8.82%
Current month-20.36%
1 month-19.95%
3 months-13.68%
6 months-19.35%
Current year-33.11%
1 week 16.66
Extreme 16.66
19.24
1 month 16.66
Extreme 16.66
21.59
Current year 16.66
Extreme 16.66
27.43
1 year 16.66
Extreme 16.66
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.($)
+1.78%-8.82%-40.40%+14.62% 2.91B
-0.56%-0.08%-9.34%+64.86% 166B
+0.12%+0.74%+24.90%+79.07% 149B
-0.98%-1.91%+34.22%+245.38% 101B
-0.21%-3.53%-19.98%+81.43% 80.96B
+0.19%-2.56%-22.17%+39.48% 70.96B
-1.38%-1.13%+51.99%+166.14% 49.37B
-0.53%-3.44%-0.96%+50.08% 43.83B
+0.65%-0.49%-33.91%+28.32% 35B
-1.22%-0.03%+29.46%+149.49% 31.93B
Average -0.21%-3.64%+1.38%+91.89% 73.07B
Weighted average by Cap. -0.37%-2.71%+6.27%+99.72%

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
Date Price Change Volume
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
26-09-24 A$18.53 -1.75% 1,007,190
26-09-23 A$18.86 -1.67% 758,131
Trader
Investor
Global
Quality
ESG MSCI
BB
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
16
Last Close Price
16.87AUD
Average target price
26.00AUD
Spread / Average Target
+54.14%

Quarterly revenue - Rate of surprise