Valuation Netwealth Group Limited

Stocks

Market Closed - Australian S.E. Other stock markets 02:10:14 2026-07-03 am EDT			5-day change	1st Jan Change
22.63 ^AUD	+4.00%		+13.78%	-11.84%

Jun. 23	Financial Platform Flows Driven by Capability, Not Pricing, Says Jefferies	MT
May. 25	ASX Biggest Losers	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	5,553	-	-
Change	-	-29.09%	13.85%	60.28%	52.12%	-32.53%	-	-
Enterprise Value (EV) ¹	4,100	2,876	3,266	5,284	8,082	5,448	5,424	5,392
Change	-	-29.84%	13.54%	61.78%	52.96%	-32.59%	-0.44%	-0.59%
P/E	76.1x	53.6x	50.9x	64.8x	70.6x	87.3x	36.9x	31.4x
PBR	44.9x	28.4x	27.4x	37.4x	41.3x	34.2x	27.5x	22.7x
PEG	-	80.58x	2.6x	2.5x	1.8x	-1.9x	0x	1.8x
Capitalization / Revenue	28.9x	17.1x	15.7x	21.2x	25.4x	14.2x	12.3x	10.7x
EV / Revenue	28.3x	16.6x	15.2x	20.7x	24.9x	13.9x	12x	10.4x
EV / EBITDA	51.7x	33.8x	32.4x	42.4x	49.4x	28.2x	24.5x	20.8x
EV / EBIT	53x	35x	33.5x	43.7x	51.2x	29.4x	25.4x	21.5x
EV / FCF	110x	49.2x	41.6x	62.1x	67.9x	63.2x	37.1x	30.9x
FCF Yield	0.91%	2.03%	2.4%	1.61%	1.47%	1.58%	2.7%	3.24%
Dividend per Share ²	0.1856	0.2	0.24	0.28	0.385	0.4373	0.4922	0.5754
Rate of return	1.08%	1.64%	1.73%	1.26%	1.15%	1.93%	2.17%	2.54%
EPS ²	0.2255	0.227	0.272	0.342	0.476	0.2592	0.6137	0.7213
Distribution rate	82.3%	88.1%	88.2%	81.9%	80.9%	169%	80.2%	79.8%
Net sales ¹	144.9	173.3	214.7	255.2	324.4	392.4	450.2	519.2
EBITDA ¹	79.35	85.09	100.7	124.7	163.5	193.4	221.7	258.7
EBIT ¹	77.3	82.11	97.46	121	157.7	185.2	213.8	251
Net income ¹	54.1	55.55	67.2	83.37	116.5	62.28	151	177.3
Net Debt ¹	-81.42	-88.38	-109.5	-126.7	-148.5	-105.8	-129.6	-161.6
Reference price ²	17.15	12.16	13.84	22.17	33.59	22.63	22.63	22.63
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	87.29x	13.88x	28.16x	1.93%	3.85B
UBS GROUP AG	15.32x	3.51x	-	2.37%	156B
BLACKROCK, INC.	19.98x	5.36x	11.64x	2.28%	154B
BANK OF NEW YORK MELLON CORPORATION (THE)	16.59x	7.33x	-	1.53%	101B
BROOKFIELD ASSET MANAGEMENT LTD.	25.22x	11.72x	20.11x	4.29%	73.92B
STATE STREET CORPORATION	13.84x	5.19x	-	2.03%	47.24B
AMERIPRISE FINANCIAL, INC.	11.53x	1.67x	5.18x	1.36%	43.97B
3I GROUP PLC	4.84x	4.9x	4.9x	3.63%	35.22B
NORTHERN TRUST CORPORATION	14.87x	5.19x	16.8x	1.86%	32.66B
Average	23.28x	6.53x	14.46x	2.36%	71.96B
Weighted average by Cap.	17.23x	5.70x	12.62x	2.38%