Valuation: Netwealth Group Limited

Market Cap 4.07B 2.83B 2.52B 2.33B 2.12B 4B 269B 28.03B 10.99B 140B 10.62B 10.4B 447B P/E 2027 *
29.4x
P/E 2028 * 25x
Enterprise Value 3.97B 2.77B 2.46B 2.28B 2.07B 3.91B 262B 27.39B 10.74B 137B 10.38B 10.16B 437B EV / Sales 2027 *
8.91x
EV / Sales 2028 * 7.65x
Free-Float
53.67%
Yield 2027 *
2.7%
Yield 2028 * 3.17%
1 day+7.46%
1 week-2.87%
Current month-1.95%
1 month-11.72%
3 months-28.49%
6 months-30.44%
Current year-35.45%
1 week 14.57
Extreme 14.57
17.6
1 month 14.57
Extreme 14.57
19.26
Current year 14.57
Extreme 14.57
27.43
1 year 14.57
Extreme 14.57
33.62
3 years 12.06
Extreme 12.06
38.3
5 years 10.35
Extreme 10.35
38.3
10 years 4.8
Extreme 4.8
38.3
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
Date Insider Type Main position Quantity % Market Cap. Importance
28/9/26 Buy

Director

7,761 0.0032%
25/9/26 Buy

Director

2,000 0.0008%
3/9/26 Expiration

Chief Executive Officer

-14,002 0.0057%
Change 5-day change 1-year change 3-year change Capi.($)
+7.46%-2.87%-47.48%+11.28% 2.62B
+0.69%+4.09%-3.81%+77.31% 173B
+0.53%-0.68%+26.65%+76.53% 145B
+0.05%-0.16%+33.51%+240.54% 96.41B
-2.34%-6.76%-32.54%+1.93% 87.35B
-1.05%-2.36%-16.42%+73.65% 82.19B
-1.05%-5.01%-26.48%+43.18% 78.66B
-2.21%-2.56%-16.06%+42.98% 73.4B
-2.44%-6.56%+44.74%+149.21% 45.73B
-0.64%-0.20%+6.80%+51.05% 44.39B
Average -0.06%-1.62%-3.11%+76.76% 82.95B
Weighted average by Cap. -0.48%+0.05%+1.47%+83.92%

Financials

2027 *2028 *
Net sales 446M 310M 276M 256M 233M 439M 29.44B 3.07B 1.2B 15.36B 1.16B 1.14B 48.97B 516M 359M 319M 296M 269M 508M 34.07B 3.55B 1.39B 17.78B 1.35B 1.32B 56.67B
Net income 138M 95.68M 85.05M 78.83M 71.72M 135M 9.08B 948M 372M 4.74B 359M 351M 15.11B 162M 113M 100M 93.12M 84.72M 160M 10.73B 1.12B 439M 5.6B 424M 415M 17.84B
Net Debt -94.09M -65.47M -58.2M -53.94M -49.08M -92.61M -6.21B -648M -254M -3.24B -246M -240M -10.34B -123M -85.72M -76.19M -70.62M -64.25M -121M -8.14B -849M -333M -4.25B -322M -315M -13.53B
Projected Income Statement - Annual - Netwealth Group Limited
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
790
Date Price Change Volume
16/10/26 A$16.57 +7.46% 1,380,803
15/10/26 A$15.42 -8.00% 2,188,203
14/10/26 A$16.76 -0.95% 414,867
13/10/26 A$16.92 -3.04% 776,933
12/10/26 A$17.45 +0.63% 412,184
Trader
Investor
Global
Quality
ESG MSCI
BB
MarketScreener Ratings - Netwealth Group Limited
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
15
Last Close Price
16.57AUD
Average target price
23.42AUD
Spread / Average Target
+41.33%

Quarterly revenue - Rate of surprise

Rate of surprise - Net sales - Quarterly - Netwealth Group Limited