Valuation: Netwealth Group Limited

Market Cap 4.55B 3.19B 2.81B 2.64B 2.41B 4.51B 306B 31.73B 12.3B 156B 11.97B 11.71B 507B P/E 2027 *
32.5x
P/E 2028 * 27.4x
Enterprise Value 4.45B 3.12B 2.74B 2.59B 2.36B 4.41B 299B 31.03B 12.03B 152B 11.71B 11.46B 496B EV / Sales 2027 *
9.89x
EV / Sales 2028 * 8.47x
Free-Float
53.68%
Yield 2027 *
2.45%
Yield 2028 * 2.89%
1 day-1.73%
1 week-1.99%
Current month-15.54%
1 month-17.49%
3 months-10.25%
6 months-14.27%
Current year-29.06%
1 week 18.11
Extreme 18.11
19.26
1 month 18.11
Extreme 18.11
22.66
Current year 18.11
Extreme 18.11
27.43
1 year 18.11
Extreme 18.11
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.($)
-2.27%-1.99%-40.43%+16.58% 3.26B
+1.18%+1.85%-4.83%+62.62% 164B
-0.55%-5.60%+17.57%+70.65% 147B
+0.45%-1.85%+38.92%+251.73% 101B
-0.90%-0.06%-21.59%+75.56% 82.77B
-1.32%-0.28%-25.61%+37.04% 72.35B
+0.63%-1.08%+60.31%+167.06% 49.43B
-3.51%-11.10%-1.37%+45.48% 44.41B
-1.43%-1.91%-33.49%+28.60% 35.27B
+0.29%-1.38%+34.74%+151.33% 31.83B
Average -0.82%-1.57%+2.42%+90.66% 73.22B
Weighted average by Cap. -0.56%-1.36%+6.57%+97.39%

Financials

2027 *2028 *
Net sales 449M 315M 277M 261M 238M 446M 30.26B 3.14B 1.22B 15.4B 1.18B 1.16B 50.11B 522M 366M 322M 303M 277M 518M 35.13B 3.64B 1.41B 17.88B 1.37B 1.34B 58.17B
Net income 140M 97.93M 86.14M 81.2M 74.08M 139M 9.4B 974M 378M 4.78B 368M 360M 15.57B 166M 116M 102M 96.52M 88.06M 165M 11.17B 1.16B 449M 5.69B 437M 428M 18.51B
Net Debt -100M -70.39M -61.92M -58.37M -53.25M -99.59M -6.76B -700M -271M -3.44B -264M -259M -11.19B -130M -90.85M -79.92M -75.34M -68.73M -129M -8.72B -904M -350M -4.44B -341M -334M -14.44B
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
26-09-24 A$18.11 -2.27% 21,610
26-09-24 A$18.53 -1.75% 1,007,190
26-09-23 A$18.86 -1.67% 758,131
26-09-22 A$19.18 +1.86% 547,789
26-09-21 A$18.83 -0.16% 515,630
Trader
Investor
Global
Quality
ESG MSCI
BB
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
16
Last Close Price
18.53AUD
Average target price
26.00AUD
Spread / Average Target
+40.33%

Quarterly revenue - Rate of surprise