Valuation Netwealth Group Limited

Stocks

Market Closed - Australian S.E. 08:10:11 29/10/2026 +03			5-day change	1st Jan Change
18.00 ^AUD	+0.39%		+6.38%	-29.88%

10-16	Jarden Adjusts Netwealth Group's Price Target to AU$19.40 from AU$23.20, Keeps at Neutral	MT
10-16	Netwealth Group's September Quarter Flows Miss Estimates, Says Jarden	MT

Data adjusted to current consolidation scope

Fiscal Period: June	2022	2023	2024	2025	2026	2027	2028	2029
Market Cap ¹	2,965	3,375	5,410	8,230	5,045	4,419	-	-
Change	-	13.85%	60.28%	52.12%	-38.7%	-12.41%	-	-
Enterprise Value (EV) ¹	2,876	3,266	5,284	8,082	4,896	4,324	4,295	4,253
Change	-	13.54%	61.78%	52.96%	-39.42%	-11.68%	-0.68%	-0.96%
P/E	53.6x	50.9x	64.8x	70.6x	83.2x	32x	27.2x	23x
PBR	28.4x	27.4x	37.4x	41.3x	31.2x	22.5x	18.2x	15.3x
PEG	-	2.6x	2.5x	1.8x	-1.7x	0x	1.5x	1.2x
Capitalization / Revenue	17.1x	15.7x	21.2x	25.4x	12.9x	9.92x	8.6x	7.5x
EV / Revenue	16.6x	15.2x	20.7x	24.9x	12.5x	9.7x	8.36x	7.22x
EV / EBITDA	33.8x	32.4x	42.4x	49.4x	25.4x	21.1x	17.8x	15.1x
EV / EBIT	35x	33.5x	43.7x	51.2x	26.5x	22.1x	18.7x	15.7x
EV / FCF	49.2x	41.6x	62.1x	67.9x	106x	34.3x	27.8x	22.9x
FCF Yield	2.03%	2.4%	1.61%	1.47%	0.94%	2.91%	3.59%	4.37%
Dividend per Share ²	0.2	0.24	0.28	0.385	0.42	0.4463	0.5223	0.6189
Rate of return	1.64%	1.73%	1.26%	1.15%	2.04%	2.49%	2.91%	3.45%
EPS ²	0.227	0.272	0.342	0.476	0.247	0.5596	0.6583	0.7812
Distribution rate	88.1%	88.2%	81.9%	80.9%	170%	79.8%	79.3%	79.2%
Net sales ¹	173.3	214.7	255.2	324.4	391.1	445.6	513.8	589.5
EBITDA ¹	85.09	100.7	124.7	163.5	192.9	205.3	241.1	281.6
EBIT ¹	82.11	97.46	121	157.7	184.8	196	229.9	270.3
Net income ¹	55.55	67.2	83.37	116.5	60.65	137.4	162	192.1
Net Debt ¹	-88.38	-109.5	-126.7	-148.5	-149.4	-95.16	-124.6	-165.8
Reference price ²	12.16	13.84	22.17	33.59	20.56	17.93	17.93	17.93
Nbr of stocks (in thousands)	243,813	243,891	244,034	245,022	245,397	245,506	-	-
Announcement Date	8/23/22 A	8/15/23 A	8/12/24 A	8/20/25 A	8/25/26 A	-	-	-

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 (N)	EV / Sales (N)	EV / EBITDA (N)	Dividend Yield (N)	Capi.($)
NETWEALTH GROUP LIMITED	32.04x	9.67x	20.98x	2.49%	3.1B
BLACKROCK, INC.	21.99x	6x	12.96x	1.98%	179B
UBS GROUP AG	13.55x	3.28x	-	2.68%	142B
BANK OF NEW YORK MELLON CORPORATION (THE)	15.92x	7.28x	-	1.55%	99.99B
BLACKSTONE INC.	19.48x	7.01x	12.49x	4.34%	93.62B
KKR & CO. INC.	14.68x	9.92x	16.99x	0.84%	83.52B
BROOKFIELD ASSET MANAGEMENT LTD.	22.3x	11.64x	19.16x	4.25%	75.45B
APOLLO GLOBAL MANAGEMENT, INC.	18.32x	10.54x	8.12x	1.97%	67B
STATE STREET CORPORATION	12.91x	4.89x	-	2.02%	47.35B
Average	19.02x	7.80x	15.12x	2.46%	87.94B
Weighted average by Cap.	17.85x	7.07x	13.88x	2.43%