Valuation: Netwealth Group Limited

Capitalization 5.89B 4.19B 3.53B 3.23B 3.07B 5.69B 380B 37.27B 14.88B 183B 15.71B 15.39B 642B P/E ratio 2026 *
100x
P/E ratio 2027 * 38.5x
Enterprise value 5.77B 4.11B 3.46B 3.17B 3.01B 5.58B 373B 36.55B 14.59B 179B 15.41B 15.09B 630B EV / Sales 2026 *
14.9x
EV / Sales 2027 * 12.7x
Free-Float
53.66%
Yield 2026 *
1.79%
Yield 2027 * 2.07%

Last Transcript: Netwealth Group Limited

1 day-7.04%
1 week-1.55%
Current month-8.91%
1 month-13.43%
3 months-26.18%
6 months-39.88%
Current year-13.13%
1 week 22.27
Extreme 22.27
24.35
1 month 22.27
Extreme 22.27
26.97
Current year 22.27
Extreme 22.27
26.97
1 year 19.96
Extreme 19.96
38.3
3 years 11.86
Extreme 11.86
38.3
5 years 10.35
Extreme 10.35
38.3
10 years 4.8
Extreme 4.8
38.3
Manager TitleAgeSince
Chief Executive Officer - 2014-12-31
Director of Finance/CFO 56 2025-01-30
Chief Investment Officer - 2021-12-31
Director TitleAgeSince
Director/Board Member - 1998-12-31
Director/Board Member - 2004-02-29
Director/Board Member - 2019-10-09
Change 5d. change 1-year change 3-years change Capi.($)
-7.04%-1.55%-29.96%+69.32% 4.19B
-1.35%+2.25%+10.77%+46.36% 168B
+0.21%-3.68%+9.09%+63.67% 131B
+2.78%+8.47%+18.00%+101.50% 105B
-1.14%+0.92%+42.55%+134.24% 83.76B
+1.08%+7.59%-8.94%+53.07% 84.3B
-4.14%-11.62%-10.25%+33.07% 44.37B
-0.24%+1.30%-16.75%+102.18% 46.43B
-1.59%+1.74%+33.32%+39.26% 36.73B
-0.72%-0.41%+33.41%+48.29% 27.3B
Average -1.08%-0.07%+8.12%+69.10% 73.02B
Weighted average by Cap. -0.07%-0.20%+11.59%+70.80%

Financials

2026 *2027 *
Net sales 388M 276M 233M 213M 202M 375M 25.04B 2.45B 980M 12.04B 1.03B 1.01B 42.31B 452M 322M 271M 248M 236M 437M 29.18B 2.86B 1.14B 14.03B 1.21B 1.18B 49.29B
Net income 60.47M 43.05M 36.28M 33.2M 31.55M 58.5M 3.91B 383M 153M 1.88B 161M 158M 6.6B 153M 109M 91.92M 84.13M 79.94M 148M 9.9B 970M 387M 4.76B 409M 401M 16.72B
Net Debt -113M -80.79M -68.09M -62.32M -59.21M -110M -7.33B -719M -287M -3.52B -303M -297M -12.39B -137M -97.84M -82.46M -75.47M -71.71M -133M -8.88B -870M -347M -4.27B -367M -359M -15B
Logo Netwealth Group Limited
Netwealth Group Limited is an Australia-based financial services company. The Company acts as a technology company, a superannuation fund trustee and an administration business. The principal activities of the Company are to provide financial intermediaries and clients with wealth administration and management services, including managed funds, investor directed portfolio services, a superannuation master fund, managed accounts service, self-managed superannuation and non-custodial administration services. The Company operates through the Platform Operations segment. Its digital platform supports how its financial products are delivered to the market. Its financial products include superannuation, including accumulation and retirement income products, investor directed portfolio services for self-managed super and non-super investments, managed accounts, managed funds, self-managed superannuation funds administration, and non-custodial administration and reporting services.
Employees
636
Date Price Change Volume
26-02-12 22.30 $ -7.04% 891,451
26-02-11 23.99 $ -1.28% 1,149,560
26-02-10 24.30 $ +2.70% 739,123
26-02-09 23.66 $ +2.07% 915,933
26-02-06 23.18 $ -3.42% 1,042,725
Trader
Investor
Global
Quality
ESG MSCI
BBB
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
16
Last Close Price
23.99AUD
Average target price
28.66AUD
Spread / Average Target
+19.48%

Quarterly revenue - Rate of surprise