Netwealth logo

NWL - Netwealth Share Price

A$17.75 0.0  0.1%

Last Trade - 22/01/21

Sector
Financials
Size
Mid Cap
Market Cap £2.39bn
Enterprise Value £2.34bn
Revenue £68.6m
Position in Universe 128th / 1844
Bullish
Bearish
Unlock NWL Revenue
Momentum
Relative Strength (%)
1m +5.51%
3m
6m
1yr
Volume Change (%)
10d / 3m
Price vs... (%)
52w High -4.93%
50d MA
200d MA
Growth & Value
12m Forecast Rolling Industry Market
Valuation (ttm) Industry Market
Margin of Safety
Qualifying GuruScreens
Financial Summary
Year End 30th Jun 2015 2016 2017 2018 2019 2020 2021E 2022E CAGR / Avg
51.0 58.3 60.6 81.5 96.4 121.3 146.8 176.2 +18.9%
-11.2 +11.1 +101.9 +75.2 +25.8 +21.3 +19.8 +23.2
PEG
Profitability
ROA
%
%
Cashflow
Dividends
Balance Sheet
NFA
m
FINANCIAL BRIEF: : For the fiscal year ended 30 June 2020, NetwealthGroup Ltd revenues increased 26% to A$121.3M. Net incomebefore extraordinary items increased 24% to A$43.7M.Revenues reflect an increase in demand for the Company'sproducts and services due to favorable market conditions.Net income was partially offset by Employee benefitsexpenses - Balancing v increase of 27% to A$41.1M(expense).
Health Trend(F-Score)
0 1 2 3 4 5 6 7 8 9
Bankruptcy Score(Z-Score)
Distress
Cautious
Safe
Earnings Manipulation Risk(M-Score)
Other Ratios
Recent History
Latest interim period vs. prior period Industry Market
3yr Compound Annual Growth Rate Industry Market
Latest News & Insights for NWL
Graphical History

Revenue

NWL Revenue Unlock NWL Revenue

Net Income

NWL Net Income Unlock NWL Revenue

Normalised EPS

NWL Normalised EPS Unlock NWL Revenue

PE Ratio Range

NWL PE Ratio Range Unlock NWL Revenue

Dividend Yield Range

NWL Dividend Yield Range Unlock NWL Revenue
Analyst Forecasts
Price Target:
( below Price)
31st Dec 2021
31st Dec 2022
Est. Long Term Growth Rate: Net Profit
()
EPS
()
DPS
()
Net Profit
()
EPS
()
DPS
()
Consensus Estimate
1m Change
3m Change
Analyst Consensus
Strong Sell Sell Hold Buy Strong Buy
EPS 2019 /  2020
NWL EPS Forecasts Unlock NWL Revenue
Profile Summary

Netwealth Group Limited (Netwealth) is an Australia-based technology company that offers superannuation and non-superannuation platform product. The principal activities of the Company is to provide Financial Intermediaries and investors with financial services including managed funds, investor directed portfolio services, a superannuation master fund, separately managed accounts and self-managed superannuation administration services. The Company offers portfolio administration, investment management tools, investment and managed account solutions, primarily to financial intermediaries and clients. The Netwealth Managed Account gives user access to a range of managed models that are created and maintained by investment managers.

Directors
Last Annual June 30th, 2020
Last Interim June 30th, 2020
Incorporated June 30, 2017
Public Since November 20, 2017
No. of Shareholders: n/a
No. of Employees: 271
Sector Financials
Industry Investment Banking & Investment Services
Index S&P/ASX All Ordinaries , S&P/ASX 200 , S&P/ASX 300 , ASX Small Ordinaries ,
Exchange Australian Stock Exchange - SEATS
Shares in Issue 237,694,996
Free Float (0.0%)
Eligible for
ISAs
SIPPs
NWL Share Price Performance
Share Price
Bid - Ask
Low - High
Spread
Day's Change
Avg Volume
Open - Close
Range (12m)
Beta
Latest News for NWL
Upcoming Events for NWL
Frequently Asked Questions for Netwealth
What is the Netwealth share price?

As of 22/01/21, shares in Netwealth are trading at A$17.75, giving the company a market capitalisation of £2.39bn. This share price information is delayed by 15 minutes.

How has the Netwealth share price performed this year?

Shares in Netwealth are currently trading at A$17.75 and the price has moved by 0.128k% over the past 365 days. In terms of relative price strength - which takes into account the overall market trend - the Netwealth price has moved by 0.131k% over the past year.

What are the analyst and broker recommendations for Netwealth?

Of the analysts with advisory recommendations for Netwealth, there are there are currently 0 "buy" , 7 "hold" and 1 "sell" recommendations. The overall consensus recommendation for Netwealth is Sell. You can view the full broker recommendation list by unlocking its StockReport.

When will Netwealth next release its financial results?

Netwealth is scheduled to issue upcoming financial results on the following dates:

Interim results are scheduled for: 2021-06-30
What is the Netwealth dividend yield?

The Netwealth dividend yield is 0.83% based on the trailing twelve month period.

Does Netwealth pay a dividend?

Last year, Netwealth paid a total dividend of 0.15, and it currently has a trailing dividend yield of 0.83%. Looking ahead, Netwealth has not announced an ex-dividend date yet.

When does Netwealth next pay dividends?

Netwealth has yet to annouce their ex-dividend date. The historic dividend yield on Netwealth shares is currently 0.83%.

How do I buy Netwealth shares?

To buy shares in Netwealth you'll need a share-dealing account with an online or offline stock broker. Once you have opened your account and transferred funds into it, you'll be able to search and select shares to buy and sell. You can use Stockopedia’s share research software to help you find the the kinds of shares that suit your investment strategy and objectives.

What is the market cap of Netwealth?

Shares in Netwealth are currently trading at A$17.75, giving the company a market capitalisation of £2.39bn.

Where are Netwealth shares listed? Where are Netwealth shares listed?

Here are the trading details for Netwealth:

Country of listing: Australia
Exchange: ASX
Ticker Symbol: NWL
What kind of share is Netwealth?

Based on an overall assessment of its quality, value and momentum, Netwealth is currently classified as a High Flyer. The classification is based on a composite score that examines a wide range of fundamental and technical measures. Stock are classified on the the following spectrum: Super Stocks, High Flyers, Contrarians, Turnarounds, Neutral, Value Traps, Momentum Traps, Falling Stars, and Sucker Stocks. For more information, learn about our StockRank Styles.

Is there a Netwealth share price forecast 2021?

Shares in Netwealth are currently priced at A$17.75. At that level they are trading at 15.6% premium to the analyst consensus target price of 0.00.

Analysts covering Netwealth currently have a consensus Earnings Per Share (EPS) forecast of 0.22 for the next financial year.

How can I tell whether the Netwealth share price will go up?

An important predictor of whether a stock price will go up is its track record of momentum. Price trends tend to persist, so it's worth looking at them when it comes to a share like Netwealth. Over the past six months, the relative strength of its shares against the market has been 29.46%. At the current price of A$17.75, shares in Netwealth are trading at 36.02% against their 200 day moving average. You can read more about the power of momentum in assessing share price movements on Stockopedia.

What is the Netwealth PE Ratio?

The Netwealth PE ratio based on its reported earnings over the past 12 months is 96.63. The shares are currently trading at A$17.75.

The PE ratio (or price-to-earnings ratio) is the one of the most popular valuation measures used by stock market investors. It is calculated by dividing a company's price per share by its earnings per share.

The PE ratio can be seen as being expressed in years, in the sense that it shows the number of years of earnings which would be required to pay back the purchase price, ignoring inflation. So in general terms, the higher the PE, the more expensive the stock is.

Who are the key directors of Netwealth?

Netwealth's management team is headed by:

Jane Tongs - NEC
Michael Max Heine - MDR
Matthew Heine - MDR
Davyd Lewis - NID
Timothy Antonie - NID
Grant Boyle - CFO
Rachel Axton - GMG
Philip Coldwell - GMG
Alistair Densley - GMG
John Hanrahan - CIO
Sally Freeman - NID
Amanda Atkinson - DIR
Who are the major shareholders of Netwealth?

Here are the top five shareholders of Netwealth based on the size of their shareholding:

Heine Brothers Pty. Ltd. Corporation
Percentage owned: 48.51% (115.3m shares)
Leslie Max Heine Pty. Ltd. Corporation
Percentage owned: 8.46% (20.1m shares)
Netwealth Investments Ltd. Investment Advisor
Percentage owned: 6.43% (15.3m shares)
Hyperion Asset Management Limited Investment Advisor
Percentage owned: 4.98% (11.8m shares)
Pinnacle Investment Management Group Ltd Corporation
Percentage owned: 4.79% (11.4m shares)
Similar to NWL
© Stockopedia 2021, Refinitiv, Share Data Services.
This site cannot substitute for professional investment advice or independent factual verification. To use it, you must accept our Terms of Use, Privacy and Disclaimer policies.