Valuation: Netwealth Group Limited

Market Cap 4.88B 3.37B 2.95B 2.72B 2.55B 4.78B 318B 32.74B 12.67B 157B 12.65B 12.38B 545B P/E 2026 *
78.2x
P/E 2027 * 32.6x
Enterprise Value 4.78B 3.3B 2.89B 2.67B 2.5B 4.68B 311B 32.03B 12.39B 154B 12.38B 12.11B 533B EV / Sales 2026 *
12.2x
EV / Sales 2027 * 10.6x
Free-Float
53.64%
Yield 2026 *
2.19%
Yield 2027 * 2.46%
Manager TitleAgeSince
Chief Executive Officer - 01/01/2015
Director of Finance/CFO 56 31/01/2025
Chief Tech/Sci/R&D Officer - 01/02/2025
Director TitleAgeSince
Director/Board Member - 01/01/1999
Director/Board Member - 01/03/2004
Director/Board Member - 10/10/2019
Change 5-day change 1-year change 3-year change Capi.($)
-.--%-.--% - - 3.37B
-2.03%-2.51%+51.29%+127.62% 150B
-0.74%-8.13%-6.41%+41.83% 150B
-1.29%-0.05%+59.44%+233.63% 98.54B
-0.29%-3.26%+9.53%+120.51% 95.81B
-0.24%-4.85%-16.32%+52.68% 71.14B
-0.83%-0.12%+59.54%+137.04% 46.53B
-0.11%-3.13%-13.83%+41.54% 40.71B
-0.08%+14.99%-38.81%+36.79% 33.8B
-1.19%+1.02%+41.39%+142.23% 32.17B
Average -0.68%-0.35%+16.20%+103.76% 79.86B
Weighted average by Cap. -0.93%-2.29%+20.29%+108.03%

Financials

2026 *2027 *
Net sales 392M 270M 237M 219M 205M 384M 25.51B 2.63B 1.02B 12.61B 1.02B 993M 43.72B 448M 309M 271M 250M 234M 439M 29.18B 3B 1.16B 14.42B 1.16B 1.14B 50B
Net income 61.76M 42.64M 37.39M 34.46M 32.27M 60.5M 4.02B 414M 160M 1.99B 160M 157M 6.89B 150M 104M 91.02M 83.9M 78.55M 147M 9.79B 1.01B 390M 4.84B 390M 381M 16.78B
Net Debt -105M -72.68M -63.72M -58.74M -54.99M -103M -6.86B -706M -273M -3.39B -273M -267M -11.75B -129M -88.99M -78.02M -71.92M -67.33M -126M -8.39B -864M -334M -4.15B -334M -327M -14.39B
Logo Netwealth Group Limited
Netwealth Group Limited is an Australia-based financial services company. The Company acts as a technology company, a superannuation fund trustee and a wealth 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.
Employees
791
Trader
Investor
Global
Quality
ESG MSCI
BB