Valuation: Netwealth Group Limited

Market Cap 5.15B 3.6B 3.16B 2.94B 2.7B 5.07B 347B 34.92B 13.64B 170B 13.52B 13.22B 589B P/E 2026 *
81.6x
P/E 2027 * 35.4x
Enterprise Value 5.04B 3.53B 3.1B 2.88B 2.64B 4.97B 340B 34.21B 13.36B 167B 13.24B 12.95B 577B EV / Sales 2026 *
12.8x
EV / Sales 2027 * 11x
Free-Float
53.64%
Yield 2026 *
2.08%
Yield 2027 * 2.27%
Manager TitleAgeSince
Chief Executive Officer - 31/12/2014
Director of Finance/CFO 56 30/01/2025
Chief Tech/Sci/R&D Officer - 31/01/2025
Director TitleAgeSince
Director/Board Member - 31/12/1998
Director/Board Member - 29/02/2004
Director/Board Member - 09/10/2019
Change 5-day change 1-year change 3-year change Capi.($)
-.--%-.--% - - 3.6B
+1.78%-1.54%-5.61%+39.53% 164B
+0.17%-0.54%+38.58%+127.11% 161B
-0.75%+1.13%+58.96%+249.18% 108B
+1.22%-3.92%-4.21%+88.53% 95.28B
+1.43%-3.51%-24.19%+46.97% 74.07B
+0.65%+1.59%+67.06%+160.25% 50.93B
+1.69%+0.20%+2.28%+48.99% 46.75B
+3.14%+7.07%-35.32%+40.36% 36.91B
+1.44%-2.25%+40.20%+126.84% 33.03B
Average +1.08%-0.80%+15.31%+103.08% 85.46B
Weighted average by Cap. +0.95%-1.25%+16.89%+106.36%

Financials

2026 *2027 *
Net sales 393M 275M 242M 225M 206M 387M 26.49B 2.67B 1.04B 13.02B 1.03B 1.01B 45.02B 456M 319M 280M 261M 239M 449M 30.73B 3.09B 1.21B 15.11B 1.2B 1.17B 52.23B
Net income 62.28M 43.55M 38.25M 35.57M 32.64M 61.33M 4.19B 422M 165M 2.06B 163M 160M 7.13B 146M 102M 89.54M 83.27M 76.41M 144M 9.82B 989M 386M 4.83B 383M 374M 16.69B
Net Debt -105M -73.65M -64.69M -60.16M -55.2M -104M -7.09B -714M -279M -3.49B -276M -271M -12.06B -122M -85.53M -75.12M -69.86M -64.11M -120M -8.24B -830M -324M -4.05B -321M -314M -14B
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
791
Trader
Investor
Global
Quality
ESG MSCI
BB