Valuation: Netwealth Group Limited

Market Cap 5.55B 3.85B 3.37B 3.09B 2.88B 5.47B 367B 37.16B 14.45B 180B 14.47B 14.15B 622B P/E 2026 *
87.3x
P/E 2027 * 36.7x
Enterprise Value 5.45B 3.78B 3.31B 3.03B 2.83B 5.37B 360B 36.48B 14.19B 177B 14.21B 13.9B 611B EV / Sales 2026 *
13.9x
EV / Sales 2027 * 12x
Free-Float
53.64%
Yield 2026 *
1.93%
Yield 2027 * 2.18%
1 day+4.00%
1 week+13.78%
Current month+10.07%
1 month+5.70%
3 months+6.64%
6 months-12.39%
Current year-11.84%
1 week 20.07
Extreme 20.07
22.83
1 month 19.81
Extreme 19.81
22.83
Current year 19.8
Extreme 19.805
27.43
1 year 19.8
Extreme 19.805
38.3
3 years 12.06
Extreme 12.06
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 Tech/Sci/R&D Officer - 2025-01-31
Director TitleAgeSince
Director/Board Member - 1998-12-31
Director/Board Member - 2004-02-29
Director/Board Member - 2009-06-30
Date Insider Type Main position Quantity % Market Cap.
Nov. 19Free

Chief Executive Officer

30,926 0.0126%
25-09-23Others

Founder

13,408,265 5.4743%
25-09-23Others

Founder

13,408,265 5.4743%
Change 5-day change 1-year change 3-year change Capi.($)
+4.00%+13.78%-33.40%+61.87% 3.85B
+0.34%+3.05%+48.38%+125.33% 156B
+1.57%+3.22%-7.99%+43.56% 154B
+0.41%+2.13%+58.63%+225.32% 101B
0.00%+1.17%+5.62%+107.07% 96.82B
+1.08%+4.02%-15.28%+52.06% 73.92B
+0.60%+1.53%+54.74%+129.61% 47.24B
+1.98%+8.03%-9.97%+45.98% 43.97B
+1.01%+3.12%-35.97%+35.57% 35.22B
+0.51%+1.51%+34.02%+134.21% 32.66B
Average +1.15%+3.70%+9.88%+96.06% 74.45B
Weighted average by Cap. +0.81%+2.51%+18.11%+103.65%

Financials

2026 *2027 *
Net sales 393M 272M 238M 218M 204M 387M 25.94B 2.63B 1.02B 12.75B 1.02B 1B 43.97B 451M 313M 274M 251M 234M 444M 29.8B 3.02B 1.17B 14.65B 1.18B 1.15B 50.52B
Net income 62.5M 43.37M 37.92M 34.78M 32.46M 61.53M 4.13B 418M 163M 2.03B 163M 159M 7B 152M 105M 92.02M 84.41M 78.78M 149M 10.02B 1.02B 395M 4.93B 395M 387M 16.99B
Net Debt -101M -70.4M -61.55M -56.46M -52.69M -99.87M -6.7B -679M -264M -3.3B -264M -259M -11.36B -124M -86.36M -75.49M -69.25M -64.63M -122M -8.22B -833M -324M -4.04B -324M -317M -13.94B
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 a wealth 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
791
Date Price Change Volume
26-07-03 A$22.63 +4.00% 454,387
26-07-02 A$21.76 -1.76% 541,330
26-07-01 A$22.15 +7.73% 907,025
26-06-30 A$20.56 +0.29% 428,455
26-06-29 A$20.50 +3.07% 569,716
Trader
Investor
Global
Quality
ESG MSCI
BB
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
16
Last Close Price
22.63AUD
Average target price
26.90AUD
Spread / Average Target
+18.87%

Quarterly revenue - Rate of surprise