Valuation Netwealth Group Limited

Stocks

Market Closed - Australian S.E. Other stock markets 02:10:09 2026-07-02 EDT			5-day change	1st Jan Change
21.76 ^AUD	-1.76%		+7.24%	-15.23%

06-23	Financial Platform Flows Driven by Capability, Not Pricing, Says Jefferies	MT
05-25	ASX Biggest Losers	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	5,340	-	-
Change	-	-29.09%	13.85%	60.28%	52.12%	-35.12%	-	-
Enterprise Value (EV) ¹	4,100	2,876	3,266	5,284	8,082	5,234	5,211	5,178
Change	-	-29.84%	13.54%	61.78%	52.96%	-35.23%	-0.45%	-0.62%
P/E	76.1x	53.6x	50.9x	64.8x	70.6x	84.2x	35.4x	30x
PBR	44.9x	28.4x	27.4x	37.4x	41.3x	32.9x	26.5x	21.9x
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	13.6x	11.9x	10.3x
EV / Revenue	28.3x	16.6x	15.2x	20.7x	24.9x	13.3x	11.6x	9.99x
EV / EBITDA	51.7x	33.8x	32.4x	42.4x	49.4x	27.1x	23.6x	20.1x
EV / EBIT	53x	35x	33.5x	43.7x	51.2x	28.3x	24.5x	20.8x
EV / FCF	110x	49.2x	41.6x	62.1x	67.9x	60.7x	35.6x	29.6x
FCF Yield	0.91%	2.03%	2.4%	1.61%	1.47%	1.65%	2.81%	3.37%
Dividend per Share ²	0.1856	0.2	0.24	0.28	0.385	0.4364	0.4903	0.5744
Rate of return	1.08%	1.64%	1.73%	1.26%	1.15%	2.01%	2.25%	2.64%
EPS ²	0.2255	0.227	0.272	0.342	0.476	0.2585	0.6153	0.7257
Distribution rate	82.3%	88.1%	88.2%	81.9%	80.9%	169%	79.7%	79.1%
Net sales ¹	144.9	173.3	214.7	255.2	324.4	392.3	449.6	518.6
EBITDA ¹	79.35	85.09	100.7	124.7	163.5	193.1	221	258.3
EBIT ¹	77.3	82.11	97.46	121	157.7	185	212.6	249.4
Net income ¹	54.1	55.55	67.2	83.37	116.5	62.17	151.4	178.4
Net Debt ¹	-81.42	-88.38	-109.5	-126.7	-148.5	-105.6	-129.3	-161.5
Reference price ²	17.15	12.16	13.84	22.17	33.59	21.76	21.76	21.76
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 (N)	EV / Sales (N)	EV / EBITDA (N)	Dividend Yield (N)	Capi.($)
NETWEALTH GROUP LIMITED	85.69x	13.59x	27.59x	1.97%	3.75B
UBS GROUP AG	14.97x	3.44x	-	2.42%	151B
BLACKROCK, INC.	19.88x	5.3x	11.62x	2.32%	152B
BANK OF NEW YORK MELLON CORPORATION (THE)	16.52x	7.31x	-	1.54%	100B
BROOKFIELD ASSET MANAGEMENT LTD.	24.41x	11.42x	19.44x	4.44%	71.53B
STATE STREET CORPORATION	13.76x	5.17x	-	2.05%	46.96B
AMERIPRISE FINANCIAL, INC.	11.31x	1.63x	5.04x	1.39%	43.12B
3I GROUP PLC	4.66x	4.73x	4.73x	3.76%	33.73B
NORTHERN TRUST CORPORATION	14.79x	5.17x	16.74x	1.87%	32.49B
Average	22.89x	6.42x	14.19x	2.42%	70.58B
Weighted average by Cap.	16.98x	5.62x	12.42x	2.43%