Valuation Netwealth Group Limited

Stocks

Market Closed - Australian S.E. Other stock markets 14:10:13 06/08/2026 HKT			5-day change	1st Jan Change
24.91 ^AUD	+2.17%		+15.65%	-2.96%

07-30	Taylor Collison Starts Netwealth at Outperform with AU$27 Price Target	MT
07-17	Jarden Adjusts Netwealth Group's Price Target to AU$24.70 from AU$25, Keeps at Neutral	MT

Data adjusted to current consolidation scope

Fiscal Period: June	2021	2022	2023	2024	2025	2026	2027	2028
Market Cap ¹	4,181	2,965	3,375	5,410	8,230	5,983	-	-
Change	-	-29.09%	13.85%	60.28%	52.12%	-27.31%	-	-
Enterprise Value (EV) ¹	4,100	2,876	3,266	5,284	8,082	5,880	5,862	5,832
Change	-	-29.84%	13.54%	61.78%	52.96%	-27.25%	-0.31%	-0.5%
P/E	76.1x	53.6x	50.9x	64.8x	70.6x	94.9x	41.1x	34.3x
PBR	44.9x	28.4x	27.4x	37.4x	41.3x	36.8x	29.9x	24.6x
PEG	-	80.58x	2.6x	2.5x	1.8x	-2.1x	0x	1.7x
Capitalization / Revenue	28.9x	17.1x	15.7x	21.2x	25.4x	15.2x	13.1x	11.3x
EV / Revenue	28.3x	16.6x	15.2x	20.7x	24.9x	14.9x	12.8x	11x
EV / EBITDA	51.7x	33.8x	32.4x	42.4x	49.4x	30.4x	27.3x	22.8x
EV / EBIT	53x	35x	33.5x	43.7x	51.2x	31.8x	28.4x	23.7x
EV / FCF	110x	49.2x	41.6x	62.1x	67.9x	47.6x	42.5x	34.4x
FCF Yield	0.91%	2.03%	2.4%	1.61%	1.47%	2.1%	2.35%	2.9%
Dividend per Share ²	0.1856	0.2	0.24	0.28	0.385	0.4355	0.4773	0.5674
Rate of return	1.08%	1.64%	1.73%	1.26%	1.15%	1.79%	1.96%	2.33%
EPS ²	0.2255	0.227	0.272	0.342	0.476	0.257	0.5928	0.7112
Distribution rate	82.3%	88.1%	88.2%	81.9%	80.9%	169%	80.5%	79.8%
Net sales ¹	144.9	173.3	214.7	255.2	324.4	393.5	456.3	531.3
EBITDA ¹	79.35	85.09	100.7	124.7	163.5	193.4	215	255.8
EBIT ¹	77.3	82.11	97.46	121	157.7	185	206	246
Net income ¹	54.1	55.55	67.2	83.37	116.5	62.4	145.8	174.3
Net Debt ¹	-81.42	-88.38	-109.5	-126.7	-148.5	-103	-121.3	-150.6
Reference price ²	17.15	12.16	13.84	22.17	33.59	24.38	24.38	24.38
Nbr of stocks (in thousands)	243,803	243,813	243,891	244,034	245,022	245,397	-	-
Announcement Date	17/8/21	23/8/22	15/8/23	12/8/24	20/8/25	-	-	-

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	94.87x	14.94x	30.4x	1.79%	4.22B
BLACKROCK, INC.	21x	5.89x	12.63x	2.02%	176B
UBS GROUP AG	15.15x	3.66x	-	2.34%	164B
BANK OF NEW YORK MELLON CORPORATION (THE)	17.23x	7.58x	-	1.45%	108B
BROOKFIELD ASSET MANAGEMENT LTD.	26.31x	13.37x	22.97x	3.82%	84.03B
STATE STREET CORPORATION	13.98x	5.34x	-	1.87%	51.38B
AMERIPRISE FINANCIAL, INC.	12.44x	1.9x	5.83x	1.18%	49.56B
3I GROUP PLC	5.75x	5.66x	4.93x	3.23%	39.43B
NORTHERN TRUST CORPORATION	14.47x	5.27x	16.43x	1.82%	33.73B
Average	24.58x	7.07x	15.53x	2.17%	78.9B
Weighted average by Cap.	17.88x	6.21x	13.75x	2.21%