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Netwealth Group Limited (NWL.AX)

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31.55
-0.04
(-0.13%)
At close: 4:10:32 PM GMT+11
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DELL
  • Previous Close 31.59
  • Open 31.47
  • Bid 31.53 x --
  • Ask 31.70 x --
  • Day's Range 31.32 - 31.67
  • 52 Week Range 17.19 - 32.05
  • Volume 167,736
  • Avg. Volume 349,257
  • Market Cap (intraday) 7.723B
  • Beta (5Y Monthly) 0.80
  • PE Ratio (TTM) 92.79
  • EPS (TTM) 0.34
  • Earnings Date Feb 20, 2025
  • Forward Dividend & Yield 0.28 (0.89%)
  • Ex-Dividend Date Aug 26, 2024
  • 1y Target Est 26.16

Netwealth Group Limited, a financial services company, engages in the wealth management business in Australia. The company operates a platform that offers superannuation, including accumulation and retirement income products; investor directed portfolio services for self-managed superannuation and non-superannuation investments; managed accounts and funds, self-managed superannuation funds administration; and non-custodial administration and reporting services. It also provides investment wrap products; investment options, such as listed and international securities, managed account models, managed funds, term deposits, premium services, and investor rewards; insurance products; forms and disclosure documents; and resources and tools, as well as advisory, licensee, and private wealth solutions. In addition, the company offers superannuation master fund, managed accounts, and self-managed superannuation and non-custodial administration services; and portfolio management tools, performance tools, investment research tools, and mobile access tools. It provides its financial services to investors and non-institutional intermediaries, including financial advisers, private clients, and high net worth firms. The company was founded in 1999 and is headquartered in Melbourne, Australia.

www.netwealth.com.au

539

Full Time Employees

June 30

Fiscal Year Ends

Recent News: NWL.AX

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Performance Overview: NWL.AX

Trailing total returns as of 2/7/2025, which may include dividends or other distributions. Benchmark is

.

YTD Return

NWL.AX
9.74%
S&P/ASX 200 [XJO]
4.32%

1-Year Return

NWL.AX
85.36%
S&P/ASX 200 [XJO]
11.42%

3-Year Return

NWL.AX
118.93%
S&P/ASX 200 [XJO]
18.43%

5-Year Return

NWL.AX
324.75%
S&P/ASX 200 [XJO]
21.20%

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Statistics: NWL.AX

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Valuation Measures

As of 2/7/2025
  • Market Cap

    7.72B

  • Enterprise Value

    --

  • Trailing P/E

    92.52

  • Forward P/E

    70.42

  • PEG Ratio (5yr expected)

    --

  • Price/Sales (ttm)

    31.19

  • Price/Book (mrq)

    53.44

  • Enterprise Value/Revenue

    31.29

  • Enterprise Value/EBITDA

    --

Financial Highlights

Profitability and Income Statement

  • Profit Margin

    32.66%

  • Return on Assets (ttm)

    44.77%

  • Return on Equity (ttm)

    62.32%

  • Revenue (ttm)

    255.25M

  • Net Income Avi to Common (ttm)

    83.37M

  • Diluted EPS (ttm)

    0.34

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    127.36M

  • Total Debt/Equity (mrq)

    10.32%

  • Levered Free Cash Flow (ttm)

    80.59M

Research Analysis: NWL.AX

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