Valuation Netwealth Group Limited

Stocks

Market Closed - Australian S.E. 02:17:59 2026-09-22 EDT			5-day change	1st Jan Change
19.18 ^AUD	+1.86%		+2.18%	-25.28%

09-20	Netwealth Says Units Receive Letter Regarding Potential Class Action Lawsuit Concerning First Guardian Investment Options	MT
09-20	Netwealth Says Units Receive Letter Regarding Potential Class Action Lawsuit Concerning First Guardian Investment Options	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	4,707	-	-
Change	-	13.85%	60.28%	52.12%	-38.7%	-6.71%	-	-
Enterprise Value (EV) ¹	2,876	3,266	5,284	8,082	4,896	4,606	4,576	4,535
Change	-	13.54%	61.78%	52.96%	-39.42%	-5.93%	-0.66%	-0.89%
P/E	53.6x	50.9x	64.8x	70.6x	83.2x	33.5x	28.3x	23.9x
PBR	28.4x	27.4x	37.4x	41.3x	31.2x	23.8x	19.4x	15.9x
PEG	-	2.6x	2.5x	1.8x	-1.7x	0x	1.5x	1.3x
Capitalization / Revenue	17.1x	15.7x	21.2x	25.4x	12.9x	10.5x	9.02x	7.84x
EV / Revenue	16.6x	15.2x	20.7x	24.9x	12.5x	10.2x	8.77x	7.56x
EV / EBITDA	33.8x	32.4x	42.4x	49.4x	25.4x	22x	18.5x	15.6x
EV / EBIT	35x	33.5x	43.7x	51.2x	26.5x	23.1x	19.4x	16.2x
EV / FCF	49.2x	41.6x	62.1x	67.9x	106x	36.3x	28.9x	23.7x
FCF Yield	2.03%	2.4%	1.61%	1.47%	0.94%	2.75%	3.46%	4.22%
Dividend per Share ²	0.2	0.24	0.28	0.385	0.42	0.4546	0.5379	0.6357
Rate of return	1.64%	1.73%	1.26%	1.15%	2.04%	2.37%	2.8%	3.31%
EPS ²	0.227	0.272	0.342	0.476	0.247	0.5721	0.6786	0.8036
Distribution rate	88.1%	88.2%	81.9%	80.9%	170%	79.5%	79.3%	79.1%
Net sales ¹	173.3	214.7	255.2	324.4	391.1	449.6	521.8	600
EBITDA ¹	85.09	100.7	124.7	163.5	192.9	209.4	247.6	289.8
EBIT ¹	82.11	97.46	121	157.7	184.8	199.8	236	280
Net income ¹	55.55	67.2	83.37	116.5	60.65	140.2	166.7	197.7
Net Debt ¹	-88.38	-109.5	-126.7	-148.5	-149.4	-101	-131.2	-171.8
Reference price ²	12.16	13.84	22.17	33.59	20.56	19.18	19.18	19.18
Nbr of stocks (in thousands)	243,813	243,891	244,034	245,022	245,397	245,397	-	-
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 (Y)	EV / Sales (Y)	EV / EBITDA (Y)	Dividend Yield (Y)	Capi.($)
NETWEALTH GROUP LIMITED	32.9x	10.05x	21.59x	2.42%	3.29B
BLACKROCK, INC.	19.87x	5.65x	12.1x	2.1%	169B
UBS GROUP AG	14.54x	3.53x	-	2.43%	156B
BANK OF NEW YORK MELLON CORPORATION (THE)	16.69x	7.44x	-	1.5%	104B
BROOKFIELD ASSET MANAGEMENT LTD.	20.67x	11.66x	16.91x	4.34%	73.99B
STATE STREET CORPORATION	13.77x	5.29x	-	1.9%	50.66B
AMERIPRISE FINANCIAL, INC.	11.75x	1.79x	5.48x	1.25%	47.32B
3I GROUP PLC	5.22x	5.4x	3.89x	3.5%	36.32B
NORTHERN TRUST CORPORATION	14.03x	5.16x	16.1x	1.87%	32.74B
Average	16.61x	6.22x	12.68x	2.37%	74.8B
Weighted average by Cap.	16.19x	5.78x	11.84x	2.32%