- AU$8.37bn
- AU$8.24bn
- AU$249.53m
Growth & Value
| 12m Forecast Rolling | Industry | Market | |
|---|---|---|---|
| PE Ratio (f) | 61.47 | ||
| PEG Ratio (f) | 4.02 | ||
| EPS Growth (f) | 18.05% | ||
| Dividend Yield (f) | 1.32% | ||
| Valuation (ttm) | Industry | Market | |
|---|---|---|---|
| Price to Book Value | 46.78 | ||
| Price to Tang. Book | 54.58 | ||
| Price to Free Cashflow | 88.94 | ||
| Price to Sales | 29.62 | ||
| EV to EBITDA | 59.29 | ||
Shareholder Activity
| Type | Buy / Hold / Sell |
|---|---|
| Institutions | |
| Directors | |
| Community |
Guru Screens
Quality
| Name | Industry | Market | |
|---|---|---|---|
| Return on Capital | 69.55% | ||
| Return on Equity | 65.17% | ||
| Operating Margin | 47.77% | ||
Financial Summary
| Year End 30th Jun | Unit | 2020 | 2021 | 2022 | 2023 | 2024 | 2025E | 2026E | CAGR / Avg |
|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | AU$m | 121.34 | 141.98 | 172.86 | 207.01 | 249.53 | 320.92 | 380.55 | 20.96% |
| Operating Profit | m | ||||||||
| Net Profit | m | ||||||||
| EPS Reported | |||||||||
| Diluted Normalised EPS | |||||||||
| EPS Growth | % | +21.31 | +22.74 | +1.06 | +20.75 | +24.05 | +38.01 | +18.05 | n/a |
| PE Ratio | x | ||||||||
| PEG | |||||||||
| Profitability | |||||||||
| Operating Margin | % | ||||||||
| ROA | % | ||||||||
| ROCE | % | ||||||||
| ROE | % | ||||||||
| Cashflow | |||||||||
| Op. Cashflow ps | |||||||||
| Capex ps | |||||||||
| Free Cashflow ps | |||||||||
| Dividends | |||||||||
| Dividend ps | |||||||||
| Dividend Growth | % | ||||||||
| Dividend Yield | % | ||||||||
| Dividend Cover | x | ||||||||
| Balance Sheet | |||||||||
| Cash etc | m | ||||||||
| Working Capital | m | ||||||||
| NFA | m | ||||||||
| Net Debt | m | ||||||||
| Book Value | m | ||||||||
| Diluted Weighted Average Shares | m | ||||||||
| Book Value ps | |||||||||
Other Ratios
| Leverage (ttm) | Total | - Intang | + Pension |
|---|---|---|---|
| Gross Gearing | |||
| Net Gearing | |||
| Cash / Assets |
| Liquidity (ttm) | |
|---|---|
| Curr. Ratio | |
| Quick Ratio | |
| Interest Cov. | |
| Efficiency (ttm) | |
|---|---|
| Asset Turnover | |
| Recs Turnover | |
| Stock Turnover | |
Recent History
| Latest interim period vs. prior period | Industry | Market | |
|---|---|---|---|
| Sales Growth | |||
| EPS Growth | |||
| 3yr Compound Annual Growth Rate | Industry | Market | |
|---|---|---|---|
| Sales CAGR | |||
| EPS CAGR | |||
| DPS CAGR | |||
Profile Summary
Netwealth Group Limited is an Australia-based financial services company. The Company acts as a technology company, a superannuation fund trustee and an administration business. The principal activities of the Company are to provide financial intermediaries and clients with wealth administration and management services, including managed funds, investor directed portfolio services, a superannuation master fund, managed accounts service, self-managed superannuation and non-custodial administration services. The Company operates through the Platform Operations segment. Its digital platform supports how its financial products are delivered to the market. Its financial products include superannuation, including accumulation and retirement income products, investor directed portfolio services for self-managed super and non-super investments, managed accounts, managed funds, self-managed superannuation funds administration, and non-custodial administration and reporting services.
Directors
- Timothy Antonie NEC
- Grant Boyle CFO
- John Hanrahan CIO
- Matthew Heine MDR
- Michael Max Heine MDR
- Rachel Axton GMG
- Philip Coldwell GMG
- Alistair Densley GMG
- Amanda Atkinson DIR
- Sally Freeman NID
- Davyd Lewis NID
- Kate Temby NID
- Last Annual
- June 30th, 2024
- Last Interim
- December 31st, 2024
- Incorporated
- June 30th, 2017
- Public Since
- November 20th, 2017
- No. of Shareholders
- 6,861
- No. of Employees
- 539
- Sector
- Investment Banking & Investment Services
- Industry
- Financials
- Exchange
Australian Stock Exchange - SEATS- Shares in Issue
- 244,779,391
- Address
- Level 6/180 Flinders Street, MELBOURNE, 3000
- Web
- https://www.netwealth.com.au/web/privacy-policy/
- Phone
- +61 800888223
- Auditors
- Deloitte Touche Tohmatsu
Upcoming Events for NWL
Netwealth Group Ltd Annual Shareholders Meeting
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FAQ
What is the Netwealth share price?
As of Today at 22:14 UTC, shares in Netwealth are trading at AU$34.18. This share price information is delayed by 15 minutes.
How has the Netwealth share price performed this year?
Shares in Netwealth last closed at AU$34.18 and the price had moved by +56.5% over the past 365 days. In terms of relative price strength the Netwealth share price has outperformed the ASX All Ordinaries Index by +43% over the past year.
What are the analyst and broker recommendations for Netwealth?
The overall consensus recommendation for Netwealth is Hold. You can view the full broker recommendation list by unlocking its StockReport.
Find out moreWhat is the Netwealth dividend yield?
The Netwealth dividend yield is 0.92% based on the trailing twelve month period.
Does Netwealth pay a dividend?
Last year, Netwealth paid a total dividend of AU$0.32, and it currently has a trailing dividend yield of 0.92%. We do not have any data on when Netwealth is to next pay dividends.
When does Netwealth next pay dividends?
We do not have data on when Netwealth is to next pay dividends. The historic dividend yield on Netwealth shares is currently 0.92%.
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?
As of the previous close price of AU$34.18, shares in Netwealth had a market capitalisation of AU$8.37bn.
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 for 2025?
The analyst consensus target price for shares in Netwealth is AU$29.20. That is 14.58% below the last closing price of AU$34.18.
Analysts covering Netwealth currently have a consensus Earnings Per Share (EPS) forecast of AU$0.47 for the next financial year.
Find out moreWhat is the trend in the Netwealth share price?
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, its share price has outperformed the ASX All Ordinaries Index by +14.91%.
As of the last closing price of AU$34.18, shares in Netwealth were trading +18.44% higher than 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 61.47. The shares last closed at AU$34.18.
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:
- Timothy Antonie - NEC
- Grant Boyle - CFO
- John Hanrahan - CIO
- Matthew Heine - MDR
- Michael Max Heine - MDR
- Rachel Axton - GMG
- Philip Coldwell - GMG
- Alistair Densley - GMG
- Amanda Atkinson - DIR
- Sally Freeman - NID
- Davyd Lewis - NID
- Kate Temby - NID