Valuation Netwealth Group Limited

Stocks

Market Closed - Australian S.E. Other stock markets 02:10:29 2026-07-10 am EDT			5-day change	1st Jan Change
23.86 ^AUD	+2.18%		+5.44%	-7.05%

Jul. 08	Jarden Adjusts Netwealth Group's Price Target to AU$25 from AU$24.80, Keeps at Neutral	MT
Jul. 08	Netwealth's Agreement With Morgan Stanley Represents First Mainstream Broker to Adopt Firm's Architecture, Jefferies Says	MT

Data adjusted to current consolidation scope

Fiscal Period: June	2021	2022	2023	2024	2025	2026	2027	2028
Market Cap ¹	4,181	2,965	3,375	5,410	8,230	5,855	-	-
Change	-	-29.09%	13.85%	60.28%	52.12%	-28.86%	-	-
Enterprise Value (EV) ¹	4,100	2,876	3,266	5,284	8,082	5,748	5,733	5,705
Change	-	-29.84%	13.54%	61.78%	52.96%	-28.87%	-0.27%	-0.49%
P/E	76.1x	53.6x	50.9x	64.8x	70.6x	92.4x	40.2x	33.7x
PBR	44.9x	28.4x	27.4x	37.4x	41.3x	36.1x	29.5x	24.3x
PEG	-	80.58x	2.6x	2.5x	1.8x	-2x	0x	1.7x
Capitalization / Revenue	28.9x	17.1x	15.7x	21.2x	25.4x	14.9x	12.8x	11x
EV / Revenue	28.3x	16.6x	15.2x	20.7x	24.9x	14.6x	12.6x	10.7x
EV / EBITDA	51.7x	33.8x	32.4x	42.4x	49.4x	29.7x	26.6x	22.3x
EV / EBIT	53x	35x	33.5x	43.7x	51.2x	31.1x	27.8x	23.3x
EV / FCF	110x	49.2x	41.6x	62.1x	67.9x	66.6x	41.2x	33.8x
FCF Yield	0.91%	2.03%	2.4%	1.61%	1.47%	1.5%	2.43%	2.96%
Dividend per Share ²	0.1856	0.2	0.24	0.28	0.385	0.4361	0.4783	0.5668
Rate of return	1.08%	1.64%	1.73%	1.26%	1.15%	1.83%	2%	2.38%
EPS ²	0.2255	0.227	0.272	0.342	0.476	0.2581	0.5933	0.708
Distribution rate	82.3%	88.1%	88.2%	81.9%	80.9%	169%	80.6%	80.1%
Net sales ¹	144.9	173.3	214.7	255.2	324.4	393.9	456.8	531
EBITDA ¹	79.35	85.09	100.7	124.7	163.5	193.4	215.5	255.8
EBIT ¹	77.3	82.11	97.46	121	157.7	185	206.3	245.3
Net income ¹	54.1	55.55	67.2	83.37	116.5	69.42	146.1	174
Net Debt ¹	-81.42	-88.38	-109.5	-126.7	-148.5	-106.8	-122.2	-150.3
Reference price ²	17.15	12.16	13.84	22.17	33.59	23.86	23.86	23.86
Nbr of stocks (in thousands)	243,803	243,813	243,891	244,034	245,022	245,397	-	-
Announcement Date	8/17/21	8/23/22	8/15/23	8/12/24	8/20/25	-	-	-

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	92.43x	14.59x	29.72x	1.83%	4.07B
BLACKROCK, INC.	20.08x	5.49x	12.02x	2.19%	161B
UBS GROUP AG	15.2x	3.52x	-	2.35%	158B
BANK OF NEW YORK MELLON CORPORATION (THE)	17.12x	7.47x	-	1.51%	104B
BROOKFIELD ASSET MANAGEMENT LTD.	25.51x	11.86x	20.35x	4.24%	74.76B
STATE STREET CORPORATION	14.34x	5.29x	-	1.94%	49.88B
AMERIPRISE FINANCIAL, INC.	11.73x	1.74x	5.43x	1.32%	45.56B
3I GROUP PLC	4.96x	5.05x	5.04x	3.5%	36.48B
NORTHERN TRUST CORPORATION	14.31x	5.43x	17.93x	1.8%	33.97B
Average	23.96x	6.72x	15.08x	2.3%	74.23B
Weighted average by Cap.	17.39x	5.80x	12.98x	2.32%