Valuation Netwealth Group Limited

Stocks

Delayed Australian S.E. Other stock markets 20:01:03 2026-06-11 EDT			5-day change	1st Jan Change
21.36 ^AUD	+0.19%		+2.31%	-15.54%

05-25	ASX Biggest Losers	MT
04-22	HUB24's Q3 Net Inflows Disappoint, Netwealth Shows Better Value, Says Jefferies	MT

Data adjusted to current consolidation scope

Fiscal Period: June	2021	2022	2023	2024	2025	2026	2027	2028
Market Cap ¹	4,181	2,965	3,375	5,410	8,230	5,232	-	-
Change	-	-29.09%	13.85%	60.28%	52.12%	-36.43%	-	-
Enterprise Value (EV) ¹	4,100	2,876	3,266	5,284	8,082	5,126	5,102	5,070
Change	-	-29.84%	13.54%	61.78%	52.96%	-36.58%	-0.46%	-0.63%
P/E Ratio	76.1x	53.6x	50.9x	64.8x	70.6x	83.7x	35x	29.7x
PBR	44.9x	28.4x	27.4x	37.4x	41.3x	32.4x	26.1x	21.6x
PEG	-	80.58x	2.6x	2.5x	1.8x	-1.8x	0x	1.7x
Capitalization / Revenue	28.9x	17.1x	15.7x	21.2x	25.4x	13.3x	11.7x	10.1x
EV / Revenue	28.3x	16.6x	15.2x	20.7x	24.9x	13.1x	11.4x	9.8x
EV / EBITDA	51.7x	33.8x	32.4x	42.4x	49.4x	26.6x	23.2x	19.7x
EV / EBIT	53x	35x	33.5x	43.7x	51.2x	27.8x	24.1x	20.5x
EV / FCF	110x	49.2x	41.6x	62.1x	67.9x	59.3x	34.8x	29x
FCF Yield	0.91%	2.03%	2.4%	1.61%	1.47%	1.69%	2.87%	3.45%
Dividend per Share ²	0.1856	0.2	0.24	0.28	0.385	0.4351	0.4884	0.5716
Rate of return	1.08%	1.64%	1.73%	1.26%	1.15%	2.04%	2.29%	2.68%
EPS ²	0.2255	0.227	0.272	0.342	0.476	0.2546	0.6094	0.7178
Distribution rate	82.3%	88.1%	88.2%	81.9%	80.9%	171%	80.1%	79.6%
Net sales ¹	144.9	173.3	214.7	255.2	324.4	392.3	448.7	517.4
EBITDA ¹	79.35	85.09	100.7	124.7	163.5	192.6	220	256.8
EBIT ¹	77.3	82.11	97.46	121	157.7	184.7	211.4	247.6
Net income ¹	54.1	55.55	67.2	83.37	116.5	61.9	150.1	176.6
Net Debt ¹	-81.42	-88.38	-109.5	-126.7	-148.5	-106.2	-129.8	-161.8
Reference price ²	17.15	12.16	13.84	22.17	33.59	21.32	21.32	21.32
Nbr of stocks (in thousands)	243,803	243,813	243,891	244,034	245,022	245,397	-	-
Announcement Date	8/17/21	8/23/22	8/15/23	8/12/24	8/20/25	-	-	-

¹AUD in Million²AUD

Estimates

Add to a list 0 selected To use this feature you must be a member Log in Sign up	P/E (Y)	EV / Sales (Y)	EV / EBITDA (Y)	Dividend Yield (Y)	Capi.($)
NETWEALTH GROUP LIMITED	85.08x	13.28x	27.04x	2.01%	3.73B
BLACKROCK, INC.	20.63x	5.5x	12.15x	2.25%	157B
UBS GROUP AG	14.38x	3.31x	-	2.56%	144B
BANK OF NEW YORK MELLON CORPORATION (THE)	16x	7.16x	-	1.58%	95.92B
BROOKFIELD ASSET MANAGEMENT LTD.	23.89x	11.66x	16.75x	4.34%	73.15B
STATE STREET CORPORATION	13.42x	5.1x	-	2.12%	44.78B
AMERIPRISE FINANCIAL, INC.	10.65x	1.5x	4.69x	1.48%	40.51B
NORTHERN TRUST CORPORATION	14.8x	5.11x	15.96x	1.96%	30.74B
3I GROUP PLC	4.08x	4.2x	4.18x	4.33%	29.82B
Average	22.55x	6.31x	13.47x	2.51%	68.83B
Weighted average by Cap.	16.97x	5.65x	12.06x	2.49%