Valuation: Netwealth Group Limited

Market Cap 4.78B 3.28B 2.95B 2.69B 2.46B 4.63B 309B 32.44B 12.94B 165B 12.33B 12.06B 520B P/E 2027 *
34.8x
P/E 2028 * 29.5x
Enterprise Value 4.68B 3.22B 2.89B 2.64B 2.41B 4.54B 303B 31.8B 12.68B 161B 12.08B 11.82B 510B EV / Sales 2027 *
10.5x
EV / Sales 2028 * 9.05x
Free-Float
53.63%
Yield 2027 *
2.29%
Yield 2028 * 2.69%
1 day-2.75%
1 week+7.76%
Current month+7.76%
1 month+14.82%
3 months-20.58%
6 months-16.02%
Current year-24.23%
1 week 17.96
Extreme 17.96
20
1 month 14.57
Extreme 14.57
20
Current year 14.57
Extreme 14.57
27.43
1 year 14.57
Extreme 14.57
30.86
3 years 13.45
Extreme 13.45
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
28/09/26 Buy

Director

7,761 0.0032%
25/09/26 Buy

Director

2,000 0.0008%
03/09/26 Expiration

Chief Executive Officer

-14,002 0.0057%
Change 5-day change 1-year change 3-year change Capi.($)
-2.75%+7.76%-34.11%+43.97% 3.28B
+0.70%+2.73%+8.93%+81.76% 182B
-0.88%+0.76%+30.28%+77.47% 146B
+0.16%+0.41%+34.73%+231.29% 99.4B
-0.27%+0.84%-18.12%+20.79% 95.57B
-0.05%+6.56%-9.04%+99.15% 92.59B
-1.85%+2.21%-20.47%+54.76% 86.6B
+1.64%+10.89%+0.61%+76.67% 84.8B
-0.44%+0.79%-11.80%+38.41% 68.93B
+0.20%-2.48%+39.94%+148.81% 45.05B
Average -0.35%+2.57%+2.09%+87.31% 90.44B
Weighted average by Cap. -0.07%+2.26%+6.73%+89.67%

Financials

2027 *2028 *
Net sales 446M 306M 275M 251M 229M 432M 28.8B 3.03B 1.21B 15.37B 1.15B 1.13B 48.52B 514M 353M 317M 290M 264M 498M 33.21B 3.49B 1.39B 17.72B 1.33B 1.3B 55.94B
Net income 137M 94.45M 84.72M 77.42M 70.68M 133M 8.88B 933M 372M 4.74B 355M 347M 14.96B 162M 111M 99.91M 91.31M 83.35M 157M 10.47B 1.1B 439M 5.59B 418M 409M 17.64B
Net Debt -95.16M -65.44M -58.69M -53.64M -48.96M -92.25M -6.15B -647M -258M -3.28B -246M -240M -10.36B -125M -85.67M -76.84M -70.22M -64.1M -121M -8.05B -846M -338M -4.3B -322M -315M -13.57B
Projected Income Statement - Annual - Netwealth Group Limited
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
06/11/26 A$19.45 -2.75% 409,350
05/11/26 A$20.00 +8.99% 1,204,740
04/11/26 A$18.35 -5.85% 943,228
03/11/26 A$19.49 +6.91% 786,271
02/11/26 A$18.23 +1.00% 353,793
Trader
Investor
Global
Quality
ESG MSCI
BB
MarketScreener Ratings - Netwealth Group Limited
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
16
Last Close Price
19.45AUD
Average target price
22.49AUD
Spread / Average Target
+15.62%

Quarterly revenue - Rate of surprise

Rate of surprise - Net sales - Quarterly - Netwealth Group Limited