Valuation : Netwealth Group Limited

Market Cap 5.02B 3.62B 3.11B 2.93B 2.67B 5B 342B 34.72B 13.42B 175B 13.6B 13.3B 559B P/E 2027 *
35x
P/E 2028 * 30.3x
Enterprise Value 4.92B 3.55B 3.05B 2.87B 2.62B 4.9B 336B 34.06B 13.16B 172B 13.34B 13.04B 548B EV / Sales 2027 *
10.8x
EV / Sales 2028 * 9.22x
Free-Float
53.63%
Yield 2027 *
2.26%
Yield 2028 * 2.68%
1 day-0.34%
1 week-5.52%
Current month-5.52%
1 month-16.82%
3 months-6.09%
6 months-14.16%
Current year-20.65%
1 week 20.03
Extreme 20.03
21.37
1 month 20.03
Extreme 20.03
25.27
Current year 19.8
Extreme 19.805
27.43
1 year 19.8
Extreme 19.805
33.62
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 - 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
Date Insider Type Main position Quantity % Market Cap. Importance
20/11/25 Free

Chief Executive Officer

30,926 0.0126%
24/09/25 Others

Founder

13,408,265 5.4743%
24/09/25 Others

Founder

13,408,265 5.4743%
Change 5-day change 1-year change 3-year change Capi.($)
-0.54%-5.52%-35.84%+31.67% 3.6B
-0.34%-2.88%+2.11%+62.40% 174B
-1.00%+0.18%+38.19%+93.46% 169B
+0.31%+2.21%+58.97%+267.54% 112B
-0.05%-2.40%-9.33%+81.74% 89.89B
+0.98%-1.91%-13.22%+48.53% 80.81B
+0.16%+1.50%+71.99%+179.47% 53.36B
-0.80%+1.35%+14.57%+64.65% 49.52B
+0.69%-1.34%-28.86%+40.48% 37.54B
-0.43%+0.58%+46.64%+147.03% 34.15B
Average -0.08%-1.37%+14.52%+101.70% 80.4B
Weighted average by Cap. -0.17%-1.17%+20.49%+108.59%

Financials

2027 *2028 *
Net sales 457M 330M 284M 267M 244M 455M 31.19B 3.16B 1.22B 15.97B 1.24B 1.21B 50.88B 523M 377M 325M 305M 279M 521M 35.69B 3.62B 1.4B 18.28B 1.42B 1.39B 58.21B
Net income 143M 104M 89.04M 83.74M 76.44M 143M 9.79B 993M 384M 5.01B 389M 380M 15.97B 170M 123M 106M 99.49M 90.82M 170M 11.63B 1.18B 456M 5.96B 462M 452M 18.98B
Net Debt -96M -69.29M -59.59M -56.05M -51.16M -95.69M -6.55B -665M -257M -3.36B -260M -255M -10.69B -108M -77.96M -67.04M -63.06M -57.56M -108M -7.37B -748M -289M -3.78B -293M -286M -12.03B
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
08/09/26 A$20.33 -0.54% 65,981
07/09/26 A$20.44 +0.34% 629,356
04/09/26 A$20.37 -0.83% 830,465
03/09/26 A$20.54 +1.13% 719,705
02/09/26 A$20.31 -1.98% 518,720
Trader
Investor
Global
Quality
ESG MSCI
BB
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
16
Last Close Price
20.44AUD
Average target price
27.06AUD
Spread / Average Target
+32.37%

Quarterly revenue - Rate of surprise

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