Valuation Netwealth Group Limited

Stocks

Delayed Australian S.E. 13:01:24 22/09/2026 HKT			5-day change	1st Jan Change
19.06 ^AUD	+1.22%		+1.60%	-25.71%

09-21	Netwealth Says Units Receive Letter Regarding Potential Class Action Lawsuit Concerning First Guardian Investment Options	MT
09-21	Netwealth Says Units Receive Letter Regarding Potential Class Action Lawsuit Concerning First Guardian Investment Options	MT

Data adjusted to current consolidation scope

Fiscal Period: June	2022	2023	2024	2025	2026	2027	2028	2029
Market Cap ¹	2,965	3,375	5,410	8,230	5,045	4,621	-	-
Change	-	13.85%	60.28%	52.12%	-38.7%	-8.41%	-	-
Enterprise Value (EV) ¹	2,876	3,266	5,284	8,082	4,896	4,520	4,490	4,449
Change	-	13.54%	61.78%	52.96%	-39.42%	-7.68%	-0.67%	-0.91%
P/E	53.6x	50.9x	64.8x	70.6x	83.2x	32.9x	27.8x	23.4x
PBR	28.4x	27.4x	37.4x	41.3x	31.2x	23.4x	19x	15.6x
PEG	-	2.6x	2.5x	1.8x	-1.7x	0x	1.5x	1.3x
Capitalization / Revenue	17.1x	15.7x	21.2x	25.4x	12.9x	10.3x	8.86x	7.7x
EV / Revenue	16.6x	15.2x	20.7x	24.9x	12.5x	10.1x	8.6x	7.41x
EV / EBITDA	33.8x	32.4x	42.4x	49.4x	25.4x	21.6x	18.1x	15.4x
EV / EBIT	35x	33.5x	43.7x	51.2x	26.5x	22.6x	19x	15.9x
EV / FCF	49.2x	41.6x	62.1x	67.9x	106x	35.6x	28.4x	23.3x
FCF Yield	2.03%	2.4%	1.61%	1.47%	0.94%	2.81%	3.52%	4.3%
Dividend per Share ²	0.2	0.24	0.28	0.385	0.42	0.4549	0.538	0.6356
Rate of return	1.64%	1.73%	1.26%	1.15%	2.04%	2.42%	2.86%	3.38%
EPS ²	0.227	0.272	0.342	0.476	0.247	0.5724	0.6784	0.804
Distribution rate	88.1%	88.2%	81.9%	80.9%	170%	79.5%	79.3%	79.1%
Net sales ¹	173.3	214.7	255.2	324.4	391.1	449.6	521.8	600
EBITDA ¹	85.09	100.7	124.7	163.5	192.9	209.4	247.6	289.8
EBIT ¹	82.11	97.46	121	157.7	184.8	199.8	236	280
Net income ¹	55.55	67.2	83.37	116.5	60.65	140.2	166.7	197.7
Net Debt ¹	-88.38	-109.5	-126.7	-148.5	-149.4	-101	-131.2	-171.8
Reference price ²	12.16	13.84	22.17	33.59	20.56	18.83	18.83	18.83
Nbr of stocks (in thousands)	243,813	243,891	244,034	245,022	245,397	245,397	-	-
Announcement Date	23/8/22	15/8/23	12/8/24	20/8/25	25/8/26	-	-	-

¹AUD in Million²AUD

Estimates

Add to a list 0 selected To use this feature you must be a member Log in Sign up	P/E (Y)	EV / Sales (Y)	EV / EBITDA (Y)	Dividend Yield (Y)	Capi.($)
NETWEALTH GROUP LIMITED	32.95x	10.07x	21.62x	2.41%	3.29B
BLACKROCK, INC.	19.5x	5.54x	11.87x	2.14%	169B
UBS GROUP AG	14.5x	3.52x	-	2.44%	156B
BANK OF NEW YORK MELLON CORPORATION (THE)	16.68x	7.43x	-	1.5%	104B
BROOKFIELD ASSET MANAGEMENT LTD.	20.54x	11.58x	16.8x	4.37%	73.99B
STATE STREET CORPORATION	13.66x	5.26x	-	1.92%	50.66B
AMERIPRISE FINANCIAL, INC.	11.94x	1.83x	5.6x	1.23%	47.32B
3I GROUP PLC	5.13x	5.31x	3.82x	3.56%	36.32B
NORTHERN TRUST CORPORATION	13.94x	5.14x	16.03x	1.89%	32.74B
Average	16.54x	6.19x	12.62x	2.38%	74.8B
Weighted average by Cap.	16.07x	5.74x	11.71x	2.34%