Valuation : Netwealth Group Limited

Market Cap 5.02B 3.62B 3.11B 2.93B 2.67B 5B 342B 34.72B 13.42B 175B 13.6B 13.3B 559B P/E 2027 *
35x
P/E 2028 * 30.3x
Enterprise Value 4.92B 3.55B 3.05B 2.87B 2.62B 4.9B 336B 34.06B 13.16B 172B 13.34B 13.04B 548B EV / Sales 2027 *
10.8x
EV / Sales 2028 * 9.22x
Free-Float
53.66%
Yield 2027 *
2.26%
Yield 2028 * 2.68%
1 day-2.15%
1 week-3.47%
Current month-7.24%
1 month-18.23%
3 months-7.79%
6 months-15.72%
Current year-22.09%
1 week 20
Extreme 20
20.98
1 month 20
Extreme 20
25.27
Current year 19.8
Extreme 19.805
27.43
1 year 19.8
Extreme 19.805
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
11/20/25 Free

Chief Executive Officer

30,926 0.0126%
9/24/25 Others

Founder

13,408,265 5.4743%
9/24/25 Others

Founder

13,408,265 5.4743%
Change 5-day change 1-year change 3-year change Capi.($)
-2.15%-3.47%-37.01%+29.87% 3.62B
-0.34%-2.88%+2.11%+62.40% 174B
+0.80%+1.00%+38.19%+95.87% 168B
+0.31%+2.21%+58.97%+267.54% 112B
-0.05%-2.40%-9.33%+81.74% 90.06B
+0.98%-1.91%-13.22%+48.53% 80.97B
+0.16%+1.50%+71.99%+179.47% 53.36B
-0.80%+1.35%+14.57%+64.65% 49.52B
+0.48%-0.04%-29.62%+40.51% 37.86B
-0.43%+0.58%+46.64%+147.03% 34.15B
Average -0.19%-1.44%+14.33%+101.76% 80.31B
Weighted average by Cap. +0.00%-1.27%+20.38%+109.07%

Financials

2027 *2028 *
Net sales 457M 330M 284M 267M 244M 455M 31.19B 3.16B 1.22B 15.97B 1.24B 1.21B 50.88B 532M 384M 330M 311M 284M 531M 36.34B 3.69B 1.42B 18.61B 1.44B 1.41B 59.28B
Net income 143M 103M 88.85M 83.57M 76.28M 143M 9.77B 991M 383M 5B 388M 380M 15.94B 170M 123M 105M 99.18M 90.54M 169M 11.6B 1.18B 455M 5.94B 460M 450M 18.92B
Net Debt -96M -69.29M -59.59M -56.05M -51.16M -95.69M -6.55B -665M -257M -3.36B -260M -255M -10.69B -108M -77.96M -67.04M -63.06M -57.56M -108M -7.37B -748M -289M -3.78B -293M -286M -12.03B
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
26-09-08 A$20.00 -2.15% 504,202
26-09-07 A$20.44 +0.34% 629,356
26-09-04 A$20.37 -0.83% 830,465
26-09-03 A$20.54 +1.13% 719,705
26-09-02 A$20.31 -1.98% 518,720
Trader
Investor
Global
Quality
ESG MSCI
BB
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
16
Last Close Price
20.44AUD
Average target price
27.06AUD
Spread / Average Target
+32.37%

Quarterly revenue - Rate of surprise

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