Valuation Netwealth Group Limited

Stocks

Market Closed - Australian S.E. 00:12:55 2026-11-04 EST			5-day change	1st Jan Change
18.35 ^AUD	-5.85%		+6.44%	-28.52%

10-16	Jarden Adjusts Netwealth Group's Price Target to AU$19.40 from AU$23.20, Keeps at Neutral	MT
10-16	Netwealth Group's September Quarter Flows Miss Estimates, Says Jarden	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	4,505	-	-
Change	-	13.85%	60.28%	52.12%	-38.7%	-10.71%	-	-
Enterprise Value (EV) ¹	2,876	3,266	5,284	8,082	4,896	4,410	4,380	4,339
Change	-	13.54%	61.78%	52.96%	-39.42%	-9.93%	-0.67%	-0.94%
P/E	53.6x	50.9x	64.8x	70.6x	83.2x	32.8x	27.9x	23.5x
PBR	28.4x	27.4x	37.4x	41.3x	31.2x	23x	18.6x	15.6x
PEG	-	2.6x	2.5x	1.8x	-1.7x	0x	1.6x	1.3x
Capitalization / Revenue	17.1x	15.7x	21.2x	25.4x	12.9x	10.1x	8.77x	7.64x
EV / Revenue	16.6x	15.2x	20.7x	24.9x	12.5x	9.9x	8.53x	7.36x
EV / EBITDA	33.8x	32.4x	42.4x	49.4x	25.4x	21.5x	18.2x	15.4x
EV / EBIT	35x	33.5x	43.7x	51.2x	26.5x	22.5x	19.1x	16.1x
EV / FCF	49.2x	41.6x	62.1x	67.9x	106x	35x	28.4x	23.3x
FCF Yield	2.03%	2.4%	1.61%	1.47%	0.94%	2.86%	3.52%	4.28%
Dividend per Share ²	0.2	0.24	0.28	0.385	0.42	0.4463	0.5223	0.6189
Rate of return	1.64%	1.73%	1.26%	1.15%	2.04%	2.43%	2.85%	3.37%
EPS ²	0.227	0.272	0.342	0.476	0.247	0.5596	0.6583	0.7812
Distribution rate	88.1%	88.2%	81.9%	80.9%	170%	79.8%	79.3%	79.2%
Net sales ¹	173.3	214.7	255.2	324.4	391.1	445.6	513.8	589.5
EBITDA ¹	85.09	100.7	124.7	163.5	192.9	205.3	241.1	281.6
EBIT ¹	82.11	97.46	121	157.7	184.8	196	229.9	270.3
Net income ¹	55.55	67.2	83.37	116.5	60.65	137.4	162	192.1
Net Debt ¹	-88.38	-109.5	-126.7	-148.5	-149.4	-95.16	-124.6	-165.8
Reference price ²	12.16	13.84	22.17	33.59	20.56	18.35	18.35	18.35
Nbr of stocks (in thousands)	243,813	243,891	244,034	245,022	245,397	245,506	-	-
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	34.83x	10.53x	22.85x	2.29%	3.33B
BLACKROCK, INC.	22.06x	6.01x	13x	1.97%	180B
UBS GROUP AG	13.9x	3.35x	-	2.58%	147B
BANK OF NEW YORK MELLON CORPORATION (THE)	16x	7.3x	-	1.55%	100B
BLACKSTONE INC.	19.82x	7.07x	12.6x	4.3%	94.52B
KKR & CO. INC.	19.67x	10.18x	17.37x	0.82%	86.16B
BROOKFIELD ASSET MANAGEMENT LTD.	24.05x	12.59x	20.73x	3.94%	81.39B
STATE STREET CORPORATION	12.62x	4.82x	-	2.07%	46.17B
AMERIPRISE FINANCIAL, INC.	11x	1.62x	5.03x	1.32%	43.83B
Average	19.33x	7.05x	15.26x	2.32%	86.96B
Weighted average by Cap.	18.30x	6.65x	14.33x	2.36%