Valuation Netwealth Group Limited

Stocks

Market Closed - Australian S.E. 02:10:14 2026-08-28 am EDT			5-day change	1st Jan Change
21.45 ^AUD	-0.23%		-1.88%	-16.44%

Aug. 27	Morgans Financial Upgrades Netwealth Group to Buy from Accumulate; Price Target is AU$27.50	MT
Aug. 25	Netwealth Group Limited Reports Earnings Results for the Full Year Ended June 30, 2026	CI

Data adjusted to current consolidation scope

Fiscal Period: June	2022	2023	2024	2025	2026	2027	2028	2029
Market Cap ¹	2,965	3,375	5,410	8,230	5,045	5,264	-	-
Change	-	13.85%	60.28%	52.12%	-38.7%	4.33%	-	-
Enterprise Value (EV) ¹	2,876	3,266	5,284	8,082	5,045	5,151	5,115	5,070
Change	-	13.54%	61.78%	52.96%	-37.57%	2.1%	-0.71%	-0.88%
P/E	53.6x	50.9x	64.8x	70.6x	83.2x	36.7x	30.9x	26.3x
PBR	28.4x	27.4x	37.4x	41.3x	-	26.5x	21.3x	17.8x
PEG	-	2.6x	2.5x	1.8x	-1.7x	0x	1.7x	1.5x
Capitalization / Revenue	17.1x	15.7x	21.2x	25.4x	12.9x	11.7x	10.1x	8.71x
EV / Revenue	16.6x	15.2x	20.7x	24.9x	12.9x	11.4x	9.78x	8.39x
EV / EBITDA	33.8x	32.4x	42.4x	49.4x	26.2x	24.4x	20.4x	17.3x
EV / EBIT	35x	33.5x	43.7x	51.2x	27.3x	25.5x	21.3x	17.7x
EV / FCF	49.2x	41.6x	62.1x	67.9x	-	39.2x	30.9x	25.9x
FCF Yield	2.03%	2.4%	1.61%	1.47%	-	2.55%	3.23%	3.86%
Dividend per Share ²	0.2	0.24	0.28	0.385	-	0.4633	0.5476	0.6401
Rate of return	1.64%	1.73%	1.26%	1.15%	-	2.16%	2.55%	2.98%
EPS ²	0.227	0.272	0.342	0.476	0.247	0.585	0.6943	0.8161
Distribution rate	88.1%	88.2%	81.9%	80.9%	-	79.2%	78.9%	78.4%
Net sales ¹	173.3	214.7	255.2	324.4	391.1	450.7	522.8	604.5
EBITDA ¹	85.09	100.7	124.7	163.5	192.9	211.5	250.5	293.4
EBIT ¹	82.11	97.46	121	157.7	184.8	202.2	240.2	286.3
Net income ¹	55.55	67.2	83.37	116.5	60.65	143.9	170.5	200.8
Net Debt ¹	-88.38	-109.5	-126.7	-148.5	-	-112.3	-148.6	-193.7
Reference price ²	12.16	13.84	22.17	33.59	20.56	21.45	21.45	21.45
Nbr of stocks (in thousands)	243,813	243,891	244,034	245,022	245,397	245,397	-	-
Announcement Date	8/23/22	8/15/23	8/12/24	8/20/25	8/25/26	-	-	-

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	36.66x	11.43x	24.36x	2.16%	3.78B
BLACKROCK, INC.	21.23x	6.04x	12.94x	1.97%	180B
UBS GROUP AG	15.56x	3.73x	-	2.28%	169B
BANK OF NEW YORK MELLON CORPORATION (THE)	17.64x	7.7x	-	1.42%	110B
BROOKFIELD ASSET MANAGEMENT LTD.	25.31x	13.26x	22.75x	3.85%	83.31B
STATE STREET CORPORATION	14.45x	5.44x	-	1.81%	53.11B
AMERIPRISE FINANCIAL, INC.	12.27x	1.89x	5.8x	1.2%	49.41B
3I GROUP PLC	5.49x	5.65x	4.04x	3.34%	38.42B
NORTHERN TRUST CORPORATION	14.66x	5.32x	16.58x	1.8%	34.17B
Average	18.14x	6.72x	14.41x	2.2%	80.17B
Weighted average by Cap.	17.64x	6.23x	13.69x	2.18%