Valuation Netwealth Group Limited

Stocks

Market Closed - Australian S.E. 12:10:27 2026-11-06 am EST			5-day change	1st Jan Change
19.45 ^AUD	-2.75%		+7.76%	-24.23%

Oct. 16	Jarden Adjusts Netwealth Group's Price Target to AU$19.40 from AU$23.20, Keeps at Neutral	MT
Oct. 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	4,775	-	-
Change	-	13.85%	60.28%	52.12%	-38.7%	-5.36%	-	-
Enterprise Value (EV) ¹	2,876	3,266	5,284	8,082	4,896	4,680	4,651	4,609
Change	-	13.54%	61.78%	52.96%	-39.42%	-4.41%	-0.63%	-0.89%
P/E	53.6x	50.9x	64.8x	70.6x	83.2x	34.8x	29.5x	24.9x
PBR	28.4x	27.4x	37.4x	41.3x	31.2x	24.4x	19.7x	16.5x
PEG	-	2.6x	2.5x	1.8x	-1.7x	0x	1.7x	1.3x
Capitalization / Revenue	17.1x	15.7x	21.2x	25.4x	12.9x	10.7x	9.29x	8.1x
EV / Revenue	16.6x	15.2x	20.7x	24.9x	12.5x	10.5x	9.05x	7.82x
EV / EBITDA	33.8x	32.4x	42.4x	49.4x	25.4x	22.8x	19.3x	16.4x
EV / EBIT	35x	33.5x	43.7x	51.2x	26.5x	23.9x	20.2x	17.1x
EV / FCF	49.2x	41.6x	62.1x	67.9x	106x	37.1x	30.1x	24.8x
FCF Yield	2.03%	2.4%	1.61%	1.47%	0.94%	2.69%	3.32%	4.03%
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%	2.29%	2.69%	3.18%
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	19.45	19.45	19.45
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 (N)	EV / Sales (N)	EV / EBITDA (N)	Dividend Yield (N)	Capi.($)
NETWEALTH GROUP LIMITED	34.76x	10.5x	22.8x	2.29%	3.28B
BLACKROCK, INC.	22.39x	6.1x	13.18x	1.94%	182B
UBS GROUP AG	13.92x	3.36x	-	2.58%	148B
BANK OF NEW YORK MELLON CORPORATION (THE)	15.83x	7.25x	-	1.56%	99.4B
BLACKSTONE INC.	20.04x	7.14x	12.73x	4.26%	95.57B
KKR & CO. INC.	19.77x	10.21x	17.44x	0.81%	86.6B
BROOKFIELD ASSET MANAGEMENT LTD.	25.05x	13.1x	21.62x	3.78%	84.77B
APOLLO GLOBAL MANAGEMENT, INC.	13.98x	11.43x	9.2x	1.91%	68.93B
STATE STREET CORPORATION	12.31x	4.75x	-	2.12%	45.05B
Average	19.78x	8.20x	16.16x	2.36%	90.37B
Weighted average by Cap.	18.55x	7.43x	14.71x	2.36%