Valuation: Netwealth Group Limited

Market Cap 4.51B 3.14B 2.81B 2.58B 2.34B 4.39B 297B 30.76B 12.37B 157B 11.79B 11.53B 498B P/E 2027 *
32.8x
P/E 2028 * 27.9x
Enterprise Value 4.41B 3.07B 2.75B 2.52B 2.29B 4.3B 291B 30.11B 12.11B 154B 11.54B 11.29B 487B EV / Sales 2027 *
9.9x
EV / Sales 2028 * 8.53x
Free-Float
53.63%
Yield 2027 *
2.43%
Yield 2028 * 2.85%
1 day-5.85%
1 week+6.44%
Current month+1.66%
1 month+6.62%
3 months-18.19%
6 months-21.72%
Current year-28.52%
1 week 17.76
Extreme 17.76
19.6
1 month 14.57
Extreme 14.57
19.6
Current year 14.57
Extreme 14.57
27.43
1 year 14.57
Extreme 14.57
31.24
3 years 13.22
Extreme 13.22
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
9/28/26 Buy

Director

7,761 0.0032%
9/25/26 Buy

Director

2,000 0.0008%
9/3/26 Expiration

Chief Executive Officer

-14,002 0.0057%
Change 5-day change 1-year change 3-year change Capi.($)
-5.85%+6.44%-40.46%+36.43% 3.33B
+5.60%+5.58%+15.34%+87.15% 180B
+4.59%+6.94%+35.17%+88.67% 147B
+0.89%+1.26%+39.31%+234.43% 100B
+6.29%+7.06%-12.27%+27.45% 94.52B
+5.89%+11.35%-6.68%+102.61% 90.67B
+6.09%+8.95%-14.30%+70.71% 86.16B
+6.38%+14.26%-0.31%+77.37% 81.39B
+1.02%-1.83%+46.67%+153.44% 46.17B
+3.26%+6.75%+15.68%+56.94% 43.83B
Average +3.40%+3.97%+7.81%+93.52% 87.34B
Weighted average by Cap. +4.70%+2.94%+13.24%+98.75%

Financials

2027 *2028 *
Net sales 446M 311M 277M 255M 231M 435M 29.42B 3.04B 1.22B 15.53B 1.17B 1.14B 49.21B 514M 358M 320M 294M 267M 501M 33.92B 3.51B 1.41B 17.9B 1.34B 1.32B 56.74B
Net income 137M 95.73M 85.53M 78.56M 71.35M 134M 9.07B 938M 377M 4.79B 359M 352M 15.17B 162M 113M 101M 92.65M 84.15M 158M 10.7B 1.11B 445M 5.64B 424M 415M 17.89B
Net Debt -95.16M -66.32M -59.25M -54.43M -49.43M -92.82M -6.28B -650M -261M -3.32B -249M -244M -10.51B -125M -86.83M -77.57M -71.26M -64.71M -122M -8.23B -851M -342M -4.34B -326M -319M -13.76B
Projected Income Statement - Annual - Netwealth Group Limited
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
26-11-04 A$18.35 -5.85% 943,228
26-11-03 A$19.49 +6.91% 786,271
26-11-02 A$18.23 +1.00% 353,793
26-10-30 A$18.05 +0.28% 745,976
26-10-29 A$18.00 +0.39% 573,657
Trader
Investor
Global
Quality
ESG MSCI
BB
MarketScreener Ratings - Netwealth Group Limited
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
16
Last Close Price
18.35AUD
Average target price
22.49AUD
Spread / Average Target
+22.55%

Quarterly revenue - Rate of surprise

Rate of surprise - Net sales - Quarterly - Netwealth Group Limited