Valuation Netwealth Group Limited

Stocks

Delayed Australian S.E. 23:30:31 2026-10-14 EDT			5-day change	1st Jan Change
15.68 ^AUD	-6.44%		-7.85%	-38.76%

08:01pm	Netwealth Group Cuts Fiscal 2027 Outlook for Funds Under Administration Net Flows; Shares Near Three-Year Low	MT
09-25	Australian Shares Fall; Insurance Australia Group Unit Agrees to Settle Credit Suisse-Related Greensill Proceedings	MT

Data adjusted to current consolidation scope

Fiscal Period: June	2022	2023	2024	2025	2026	2027	2028	2029
Market Cap ¹	2,965	3,375	5,410	8,230	5,045	4,115	-	-
Change	-	13.85%	60.28%	52.12%	-38.7%	-18.44%	-	-
Enterprise Value (EV) ¹	2,876	3,266	5,284	8,082	4,896	4,015	3,986	3,945
Change	-	13.54%	61.78%	52.96%	-39.42%	-17.98%	-0.74%	-1.01%
P/E	53.6x	50.9x	64.8x	70.6x	83.2x	29.4x	24.9x	21x
PBR	28.4x	27.4x	37.4x	41.3x	31.2x	20.9x	17x	14x
PEG	-	2.6x	2.5x	1.8x	-1.7x	0x	1.4x	1.1x
Capitalization / Revenue	17.1x	15.7x	21.2x	25.4x	12.9x	9.16x	7.9x	6.88x
EV / Revenue	16.6x	15.2x	20.7x	24.9x	12.5x	8.94x	7.65x	6.59x
EV / EBITDA	33.8x	32.4x	42.4x	49.4x	25.4x	19.3x	16.2x	13.7x
EV / EBIT	35x	33.5x	43.7x	51.2x	26.5x	20.2x	16.9x	14.1x
EV / FCF	49.2x	41.6x	62.1x	67.9x	106x	31.9x	25.2x	20.6x
FCF Yield	2.03%	2.4%	1.61%	1.47%	0.94%	3.14%	3.97%	4.84%
Dividend per Share ²	0.2	0.24	0.28	0.385	0.42	0.4511	0.5332	0.6318
Rate of return	1.64%	1.73%	1.26%	1.15%	2.04%	2.69%	3.18%	3.77%
EPS ²	0.227	0.272	0.342	0.476	0.247	0.5691	0.6738	0.7996
Distribution rate	88.1%	88.2%	81.9%	80.9%	170%	79.3%	79.1%	79%
Net sales ¹	173.3	214.7	255.2	324.4	391.1	449	521	598.4
EBITDA ¹	85.09	100.7	124.7	163.5	192.9	208.2	245.9	288
EBIT ¹	82.11	97.46	121	157.7	184.8	198.8	235.4	279.3
Net income ¹	55.55	67.2	83.37	116.5	60.65	139.4	165.5	196.5
Net Debt ¹	-88.38	-109.5	-126.7	-148.5	-149.4	-99.53	-129.1	-169.5
Reference price ²	12.16	13.84	22.17	33.59	20.56	16.76	16.76	16.76
Nbr of stocks (in thousands)	243,813	243,891	244,034	245,022	245,397	245,524	-	-
Announcement Date	8/23/22	8/15/23	8/12/24	8/20/25	8/25/26	-	-	-

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 (N)	EV / Sales (N)	EV / EBITDA (N)	Dividend Yield (N)	Capi.($)
NETWEALTH GROUP LIMITED	29.73x	9.03x	19.48x	2.67%	2.9B
BLACKROCK, INC.	19.13x	5.56x	11.93x	2.15%	165B
UBS GROUP AG	13.79x	3.39x	-	2.57%	147B
BANK OF NEW YORK MELLON CORPORATION (THE)	15.26x	7.04x	-	1.64%	95.69B
BLACKSTONE INC.	18.49x	6.5x	11.76x	4.65%	87.98B
KKR & CO. INC.	23.37x	-	-	0.9%	78.24B
BROOKFIELD ASSET MANAGEMENT LTD.	21.32x	11.33x	18.29x	4.43%	72.41B
APOLLO GLOBAL MANAGEMENT, INC.	18.78x	10.83x	8.21x	1.93%	68.67B
STATE STREET CORPORATION	12.94x	5.1x	-	2.01%	47.83B
Average	19.20x	7.35x	13.94x	2.55%	85.14B
Weighted average by Cap.	17.81x	6.54x	12.47x	2.51%