Valuation Netwealth Group Limited

Stocks

Market Closed - Australian S.E. Other stock markets 07:10:04 22/07/2026 BST			5-day change	1st Jan Change
22.37 ^AUD	+1.54%		-3.45%	-12.86%

07-17	Jarden Adjusts Netwealth Group's Price Target to AU$24.70 from AU$25, Keeps at Neutral	MT
07-17	Netwealth's Continued Strength in Gross Activity Supports Management's Fiscal 2027 Inflow Target, Jefferies Says	MT

Data adjusted to current consolidation scope

Fiscal Period: June	2021	2022	2023	2024	2025	2026	2027	2028
Market Cap ¹	4,181	2,965	3,375	5,410	8,230	5,490	-	-
Change	-	-29.09%	13.85%	60.28%	52.12%	-33.3%	-	-
Enterprise Value (EV) ¹	4,100	2,876	3,266	5,284	8,082	5,384	5,367	5,339
Change	-	-29.84%	13.54%	61.78%	52.96%	-33.38%	-0.32%	-0.52%
P/E	76.1x	53.6x	50.9x	64.8x	70.6x	87x	37.7x	31.5x
PBR	44.9x	28.4x	27.4x	37.4x	41.3x	33.9x	27.6x	22.8x
PEG	-	80.58x	2.6x	2.5x	1.8x	-1.9x	0x	1.6x
Capitalization / Revenue	28.9x	17.1x	15.7x	21.2x	25.4x	14x	12x	10.3x
EV / Revenue	28.3x	16.6x	15.2x	20.7x	24.9x	13.7x	11.8x	10.1x
EV / EBITDA	51.7x	33.8x	32.4x	42.4x	49.4x	27.8x	25x	20.9x
EV / EBIT	53x	35x	33.5x	43.7x	51.2x	29.1x	26x	21.7x
EV / FCF	110x	49.2x	41.6x	62.1x	67.9x	43.8x	39.3x	31.7x
FCF Yield	0.91%	2.03%	2.4%	1.61%	1.47%	2.28%	2.55%	3.16%
Dividend per Share ²	0.1856	0.2	0.24	0.28	0.385	0.4361	0.4767	0.5662
Rate of return	1.08%	1.64%	1.73%	1.26%	1.15%	1.95%	2.13%	2.53%
EPS ²	0.2255	0.227	0.272	0.342	0.476	0.257	0.5926	0.7098
Distribution rate	82.3%	88.1%	88.2%	81.9%	80.9%	170%	80.4%	79.8%
Net sales ¹	144.9	173.3	214.7	255.2	324.4	393.3	456.3	531.2
EBITDA ¹	79.35	85.09	100.7	124.7	163.5	193.4	215	255.6
EBIT ¹	77.3	82.11	97.46	121	157.7	184.9	206.1	246.1
Net income ¹	54.1	55.55	67.2	83.37	116.5	62.28	145.8	174.3
Net Debt ¹	-81.42	-88.38	-109.5	-126.7	-148.5	-105.3	-122.3	-150.4
Reference price ²	17.15	12.16	13.84	22.17	33.59	22.37	22.37	22.37
Nbr of stocks (in thousands)	243,803	243,813	243,891	244,034	245,022	245,397	-	-
Announcement Date	17/08/21	23/08/22	15/08/23	12/08/24	20/08/25	-	-	-

¹AUD in Million²AUD

Estimates

Add to a list 0 selected To use this feature you must be a member Log in Sign up	P/E (Y)	EV / Sales (Y)	EV / EBITDA (Y)	Dividend Yield (Y)	Capi.($)
NETWEALTH GROUP LIMITED	85.73x	13.48x	27.42x	1.98%	3.79B
BLACKROCK, INC.	19.42x	5.38x	11.55x	2.21%	161B
UBS GROUP AG	15.43x	3.6x	-	2.33%	163B
BANK OF NEW YORK MELLON CORPORATION (THE)	17.26x	7.6x	-	1.45%	108B
BROOKFIELD ASSET MANAGEMENT LTD.	25.26x	11.78x	20.25x	4.26%	74.42B
STATE STREET CORPORATION	13.75x	5.28x	-	1.91%	50.35B
AMERIPRISE FINANCIAL, INC.	12.09x	1.83x	5.74x	1.27%	47.5B
3I GROUP PLC	4.69x	4.71x	4.75x	3.77%	33.59B
NORTHERN TRUST CORPORATION	14.12x	5.46x	18.03x	1.79%	34.24B
Average	23.08x	6.57x	14.62x	2.33%	75.04B
Weighted average by Cap.	17.19x	5.77x	12.75x	2.31%