Valuation : Netwealth Group Limited

Market Cap 5B 3.6B 3.1B 2.91B 2.66B 4.98B 340B 34.46B 13.37B 174B 13.52B 13.22B 563B P/E 2027 *
35.2x
P/E 2028 * 29.3x
Enterprise Value 4.89B 3.52B 3.03B 2.85B 2.6B 4.87B 333B 33.69B 13.07B 171B 13.21B 12.93B 550B EV / Sales 2027 *
10.7x
EV / Sales 2028 * 9.36x
Free-Float
53.63%
Yield 2027 *
2.27%
Yield 2028 * 2.69%
1 day-0.83%
1 week-5.03%
Current month-5.52%
1 month-12.35%
3 months-3.87%
6 months-16.21%
Current year-20.65%
1 week 20.03
Extreme 20.03
21.59
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 - 30/06/2009
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.($)
-0.83%-5.03%-33.28%+32.96% 3.6B
-0.34%-3.62%+1.22%+58.92% 174B
+0.54%+0.63%+38.13%+88.99% 169B
+0.31%+1.44%+56.16%+262.92% 112B
-0.05%-3.03%-9.23%+77.08% 89.89B
+0.98%-3.41%-14.24%+47.49% 80.81B
+0.16%+0.48%+70.31%+178.11% 53.36B
-0.80%+0.22%+9.51%+63.76% 49.52B
-1.95%-2.02%-29.09%+38.41% 37.54B
+0.03%-0.09%+44.13%+141.47% 34.15B
Average -0.20%-1.47%+13.36%+99.01% 80.4B
Weighted average by Cap. +0.04%-1.23%+19.27%+105.16%

Financials

2027 *2028 *
Net sales 451M 325M 279M 263M 240M 449M 30.66B 3.11B 1.21B 15.73B 1.22B 1.19B 50.71B 523M 377M 324M 305M 278M 521M 35.58B 3.6B 1.4B 18.24B 1.41B 1.38B 58.84B
Net income 142M 103M 88.31M 83.03M 75.78M 142M 9.69B 982M 381M 4.97B 385M 377M 16.03B 166M 119M 103M 96.55M 88.12M 165M 11.27B 1.14B 443M 5.78B 448M 438M 18.64B
Net Debt -112M -80.87M -69.63M -65.47M -59.75M -112M -7.64B -774M -300M -3.92B -304M -297M -12.64B -108M -77.78M -66.97M -62.96M -57.47M -108M -7.35B -745M -289M -3.77B -292M -286M -12.15B
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
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
01/09/26 A$20.72 -3.90% 1,051,945
31/08/26 A$21.56 +0.51% 935,358
Trader
Investor
Global
Quality
ESG MSCI
BB
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
16
Last Close Price
20.37AUD
Average target price
26.99AUD
Spread / Average Target
+32.52%

Quarterly revenue - Rate of surprise