Valuation: Netwealth Group Limited

Market Cap 4.19B 2.91B 2.6B 2.43B 2.2B 4.15B 282B 29.12B 11.39B 143B 10.93B 10.69B 461B P/E 2027 *
30x
P/E 2028 * 25.3x
Enterprise Value 4.09B 2.84B 2.54B 2.37B 2.15B 4.05B 275B 28.43B 11.12B 140B 10.67B 10.44B 450B EV / Sales 2027 *
9.1x
EV / Sales 2028 * 7.79x
Free-Float
53.67%
Yield 2027 *
2.64%
Yield 2028 * 3.13%
1 day+1.64%
1 week+0.76%
Current month+2.60%
1 month-13.13%
3 months-25.74%
6 months-23.44%
Current year-32.45%
1 week 16.74
Extreme 16.74
17.5
1 month 16.35
Extreme 16.35
19.88
Current year 16.35
Extreme 16.35
27.43
1 year 16.35
Extreme 16.35
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 - 01/01/2015
Director of Finance/CFO 56 31/01/2025
Chief Tech/Sci/R&D Officer - 01/02/2025
Director TitleAgeSince
Director/Board Member - 01/01/1999
Director/Board Member - 01/03/2004
Director/Board Member - 10/10/2019
Date Insider Type Main position Quantity % Market Cap. Importance
9/28/26 A Buy

Director

7,761 0.0032%
9/25/26 A Buy

Director

2,000 0.0008%
9/3/26 A Expiration

Chief Executive Officer

-14,002 0.0057%
Change 5-day change 1-year change 3-year change Capi.($)
+1.64%+0.76%-43.83%+21.00% 2.91B
-0.40%+0.09%-8.55%+64.34% 165B
+2.00%+0.35%+22.63%+79.18% 143B
+0.62%-0.22%+35.47%+240.71% 97.44B
+0.76%+0.39%-30.64%+7.18% 90.14B
-0.83%+0.58%-17.45%+87.80% 81.94B
-0.12%-1.84%-28.20%+44.38% 80.39B
+1.10%+1.25%-21.21%+46.83% 72.02B
-0.22%+0.84%-7.61%+27.30% 68.09B
+0.52%+0.27%+50.05%+168.67% 48.1B
Average +0.55%+0.22%-4.94%+78.74% 84.87B
Weighted average by Cap. +0.47%-0.09%-1.12%+82.69%

Financials

2027 *2028 *
Net sales 449M 312M 279M 260M 236M 445M 30.25B 3.12B 1.22B 15.37B 1.17B 1.15B 49.43B 521M 362M 324M 302M 274M 516M 35.09B 3.62B 1.42B 17.83B 1.36B 1.33B 57.35B
Net income 139M 96.94M 86.57M 80.76M 73.36M 138M 9.39B 970M 379M 4.77B 364M 356M 15.34B 165M 115M 103M 95.87M 87.09M 164M 11.15B 1.15B 450M 5.66B 432M 423M 18.21B
Net Debt -99.53M -69.22M -61.81M -57.67M -52.38M -98.57M -6.7B -692M -271M -3.41B -260M -254M -10.96B -129M -89.81M -80.2M -74.82M -67.96M -128M -8.7B -898M -351M -4.42B -337M -330M -14.21B
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
09/10/26 A$17.34 +1.64% 560,033
08/10/26 A$17.06 +0.71% 542,089
07/10/26 A$16.94 -0.06% 583,646
06/10/26 A$16.95 -1.22% 681,540
05/10/26 A$17.16 -0.29% 345,173
Trader
Investor
Global
Quality
ESG MSCI
BB
Ratings Surperformance© - Netwealth Group Limited
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
16
Last Close Price
17.06AUD
Average target price
25.29AUD
Spread / Average Target
+48.25%

Quarterly revenue - Rate of surprise

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