Valuation: Netwealth Group Limited

Market Cap 5.89B 4.17B 3.6B 3.39B 3.08B 5.79B 399B 39.69B 15.52B 200B 15.67B 15.33B 664B P/E 2026 *
93.4x
P/E 2027 * 40.5x
Enterprise Value 5.78B 4.1B 3.54B 3.33B 3.03B 5.69B 392B 38.99B 15.25B 196B 15.4B 15.06B 652B EV / Sales 2026 *
14.7x
EV / Sales 2027 * 12.6x
Free-Float
53.64%
Yield 2026 *
1.82%
Yield 2027 * 1.99%
1 day-0.42%
1 week-2.04%
Current month+11.17%
1 month+3.54%
3 months+7.15%
6 months+12.26%
Current year-6.54%
1 week 23.83
Extreme 23.83
25.27
1 month 20.59
Extreme 20.59
25.27
Current year 19.8
Extreme 19.805
27.43
1 year 19.8
Extreme 19.805
38.3
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.
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.($)
-0.42%-2.04%-35.41%+62.64% 4.17B
-0.77%+3.29%+3.41%+74.45% 182B
+0.14%+0.21%+35.08%+111.61% 164B
+0.61%+3.57%+61.62%+267.66% 111B
-3.12%-1.04%+0.90%+101.84% 97.9B
-3.12%+2.95%-11.20%+62.57% 86.73B
+1.00%+3.82%+72.63%+175.65% 52.67B
-0.20%+3.18%+13.21%+69.19% 50.31B
+0.18%-2.86%-29.87%+45.70% 37.81B
+0.49%+3.19%+51.89%+148.75% 35.02B
Average -0.52%+1.85%+16.23%+112.00% 82.14B
Weighted average by Cap. -0.68%+2.54%+21.13%+117.89%

Financials

2026 *2027 *
Net sales 393M 279M 241M 226M 206M 387M 26.67B 2.65B 1.04B 13.36B 1.05B 1.02B 44.39B 456M 323M 279M 263M 239M 449M 30.93B 3.08B 1.2B 15.49B 1.21B 1.19B 51.47B
Net income 62.4M 44.24M 38.21M 35.9M 32.65M 61.39M 4.23B 421M 164M 2.12B 166M 162M 7.04B 146M 103M 89.3M 83.91M 76.31M 143M 9.89B 983M 384M 4.95B 388M 380M 16.45B
Net Debt -103M -73.03M -63.07M -59.27M -53.9M -101M -6.98B -694M -272M -3.5B -274M -268M -11.62B -121M -85.96M -74.25M -69.77M -63.45M -119M -8.22B -817M -320M -4.12B -323M -316M -13.68B
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
Date Price Change Volume
14/08/26 A$23.99 -0.42% 337,219
13/08/26 A$24.09 -1.43% 246,677
12/08/26 A$24.44 -1.25% 171,837
11/08/26 A$24.75 +1.19% 500,179
10/08/26 A$24.46 -0.12% 433,073
Trader
Investor
Global
Quality
ESG MSCI
BB
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
17
Last Close Price
23.99AUD
Average target price
27.23AUD
Spread / Average Target
+13.50%

Quarterly revenue - Rate of surprise