Valuation Netwealth Group Limited

Stocks

Market Closed - Australian S.E. Other stock markets 02:10:06 2026-07-09 am EDT			5-day change	1st Jan Change
23.35 ^AUD	-0.60%		+5.42%	-9.04%

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	5,730	-	-
Change	-	-29.09%	13.85%	60.28%	52.12%	-30.38%	-	-
Enterprise Value (EV) ¹	4,100	2,876	3,266	5,284	8,082	5,623	5,608	5,580
Change	-	-29.84%	13.54%	61.78%	52.96%	-30.42%	-0.27%	-0.5%
P/E	76.1x	53.6x	50.9x	64.8x	70.6x	90.5x	39.4x	33x
PBR	44.9x	28.4x	27.4x	37.4x	41.3x	35.3x	28.8x	23.8x
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	14.5x	12.5x	10.8x
EV / Revenue	28.3x	16.6x	15.2x	20.7x	24.9x	14.3x	12.3x	10.5x
EV / EBITDA	51.7x	33.8x	32.4x	42.4x	49.4x	29.1x	26x	21.8x
EV / EBIT	53x	35x	33.5x	43.7x	51.2x	30.4x	27.2x	22.8x
EV / FCF	110x	49.2x	41.6x	62.1x	67.9x	65.1x	40.3x	33.1x
FCF Yield	0.91%	2.03%	2.4%	1.61%	1.47%	1.54%	2.48%	3.02%
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%	1.87%	2.05%	2.43%
EPS ²	0.2255	0.227	0.272	0.342	0.476	0.2581	0.5933	0.7074
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	23.35	23.35	23.35
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	91x	14.36x	29.26x	1.86%	3.98B
UBS GROUP AG	15.19x	3.49x	-	2.39%	154B
BLACKROCK, INC.	19.87x	5.26x	11.58x	2.29%	153B
BANK OF NEW YORK MELLON CORPORATION (THE)	16.93x	7.42x	-	1.52%	103B
BROOKFIELD ASSET MANAGEMENT LTD.	24.74x	11.5x	19.71x	4.38%	72.5B
STATE STREET CORPORATION	14.3x	5.27x	-	1.97%	49.1B
AMERIPRISE FINANCIAL, INC.	11.56x	1.68x	5.2x	1.35%	44.1B
3I GROUP PLC	4.78x	4.89x	4.89x	3.64%	35.13B
NORTHERN TRUST CORPORATION	13.75x	5.44x	17.69x	1.84%	33.29B
Average	23.57x	6.59x	14.72x	2.36%	72.11B
Weighted average by Cap.	17.15x	5.68x	12.59x	2.38%