Valuation : Netwealth Group Limited

Market Cap 5.26B 3.77B 3.25B 3.05B 2.78B 5.24B 359B 36.19B 14.13B 182B 14.14B 13.83B 603B P/E 2027 *
36.7x
P/E 2028 * 30.9x
Enterprise Value 5.15B 3.69B 3.18B 2.98B 2.72B 5.13B 351B 35.42B 13.83B 178B 13.83B 13.53B 590B EV / Sales 2027 *
11.4x
EV / Sales 2028 * 9.78x
Free-Float
53.63%
Yield 2027 *
2.16%
Yield 2028 * 2.55%
1 day-0.23%
1 week-1.88%
Current month-0.60%
1 month-1.79%
3 months+0.37%
6 months-16.80%
Current year-16.44%
1 week 20.93
Extreme 20.93
22.66
1 month 20.93
Extreme 20.93
25.27
Current year 19.8
Extreme 19.805
27.43
1 year 19.8
Extreme 19.805
34.5
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.
20/11/25 Free

Chief Executive Officer

30,926 0.0126%
24/9/25 Others

Founder

13,408,265 5.4743%
24/9/25 Others

Founder

13,408,265 5.4743%
Change 5-day change 1-year change 3-year change Capi.($)
-0.23%-1.88%-37.77%+41.77% 3.78B
-0.26%+0.69%+3.31%+68.51% 180B
+1.67%+4.78%+37.52%+101.77% 169B
+0.16%+2.53%+53.88%+266.49% 110B
+0.03%+0.09%-4.54%+87.01% 92.31B
+0.43%+0.69%-12.32%+54.92% 83.31B
-0.02%+3.31%+68.16%+182.15% 53.11B
+0.64%+0.67%+8.65%+64.30% 49.41B
-0.21%-2.18%-29.63%+43.52% 38.42B
+0.28%+1.57%+42.28%+145.61% 34.17B
Average +0.25%+1.20%+12.95%+105.60% 81.39B
Weighted average by Cap. +0.40%+2.16%+19.21%+112.03%

Financials

2027 *2028 *
Net sales 451M 323M 279M 261M 238M 449M 30.74B 3.1B 1.21B 15.57B 1.21B 1.18B 51.64B 523M 374M 323M 303M 276M 521M 35.66B 3.59B 1.4B 18.06B 1.4B 1.37B 59.9B
Net income 144M 103M 88.95M 83.36M 76.04M 143M 9.82B 989M 386M 4.97B 386M 378M 16.49B 170M 122M 105M 98.74M 90.08M 170M 11.63B 1.17B 458M 5.89B 458M 448M 19.53B
Net Debt -112M -80.38M -69.41M -65.04M -59.34M -112M -7.66B -772M -301M -3.88B -302M -295M -12.87B -149M -106M -91.87M -86.09M -78.54M -148M -10.14B -1.02B -399M -5.13B -399M -390M -17.03B
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
28/08/26 A$21.45 -0.23% 743,157
27/08/26 A$21.50 -3.46% 1,255,709
26/08/26 A$22.27 +0.23% 1,204,817
25/08/26 A$22.22 +0.68% 540,543
24/08/26 A$22.07 +0.96% 681,504
Trader
Investor
Global
Quality
ESG MSCI
BB
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
17
Last Close Price
21.45AUD
Average target price
26.96AUD
Spread / Average Target
+25.68%

Quarterly revenue - Rate of surprise