Valuation Netwealth Group Limited

Stocks

Market Closed - Australian S.E. 02:11:42 2026-09-02 EDT			5-day change	1st Jan Change
20.31 ^AUD	-1.98%		-8.80%	-20.88%

08-27	Morgans Financial Upgrades Netwealth Group to Buy from Accumulate; Price Target is AU$27.50	MT
08-25	Netwealth Group Limited Reports Earnings Results for the Full Year Ended June 30, 2026	CI

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	5,085	-	-
Change	-	13.85%	60.28%	52.12%	-38.7%	0.78%	-	-
Enterprise Value (EV) ¹	2,876	3,266	5,284	8,082	5,045	4,972	4,936	4,891
Change	-	13.54%	61.78%	52.96%	-37.57%	-1.45%	-0.73%	-0.91%
P/E	53.6x	50.9x	64.8x	70.6x	83.2x	35.4x	29.8x	25.4x
PBR	28.4x	27.4x	37.4x	41.3x	-	25.6x	20.5x	17.2x
PEG	-	2.6x	2.5x	1.8x	-1.7x	0x	1.6x	1.4x
Capitalization / Revenue	17.1x	15.7x	21.2x	25.4x	12.9x	11.3x	9.73x	8.41x
EV / Revenue	16.6x	15.2x	20.7x	24.9x	12.9x	11x	9.44x	8.09x
EV / EBITDA	33.8x	32.4x	42.4x	49.4x	26.2x	23.5x	19.7x	16.7x
EV / EBIT	35x	33.5x	43.7x	51.2x	27.3x	24.6x	20.6x	17.1x
EV / FCF	49.2x	41.6x	62.1x	67.9x	-	37.8x	29.8x	25x
FCF Yield	2.03%	2.4%	1.61%	1.47%	-	2.64%	3.35%	4%
Dividend per Share ²	0.2	0.24	0.28	0.385	-	0.4633	0.5476	0.6401
Rate of return	1.64%	1.73%	1.26%	1.15%	-	2.24%	2.64%	3.09%
EPS ²	0.227	0.272	0.342	0.476	0.247	0.585	0.6943	0.8161
Distribution rate	88.1%	88.2%	81.9%	80.9%	-	79.2%	78.9%	78.4%
Net sales ¹	173.3	214.7	255.2	324.4	391.1	450.7	522.8	604.5
EBITDA ¹	85.09	100.7	124.7	163.5	192.9	211.5	250.5	293.4
EBIT ¹	82.11	97.46	121	157.7	184.8	202.2	240.2	286.3
Net income ¹	55.55	67.2	83.37	116.5	60.65	143.9	170.5	200.8
Net Debt ¹	-88.38	-109.5	-126.7	-148.5	-	-112.3	-148.6	-193.7
Reference price ²	12.16	13.84	22.17	33.59	20.56	20.72	20.72	20.72
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	35.42x	11.03x	23.51x	2.24%	3.64B
BLACKROCK, INC.	20.56x	5.85x	12.53x	2.03%	175B
UBS GROUP AG	15.42x	3.71x	-	2.29%	167B
BANK OF NEW YORK MELLON CORPORATION (THE)	17.42x	7.64x	-	1.44%	109B
BROOKFIELD ASSET MANAGEMENT LTD.	24.1x	12.6x	21.62x	4.05%	79.32B
STATE STREET CORPORATION	14.04x	5.35x	-	1.87%	51.59B
AMERIPRISE FINANCIAL, INC.	11.9x	1.82x	5.58x	1.23%	47.93B
3I GROUP PLC	5.44x	5.6x	4.01x	3.37%	37.98B
NORTHERN TRUST CORPORATION	14.33x	5.24x	16.33x	1.84%	33.42B
Average	17.63x	6.54x	13.93x	2.26%	78.23B
Weighted average by Cap.	17.16x	6.05x	13.14x	2.23%