Netwealth Group Limited Stock OTC Markets
Stocks
NWLF.F
AU000000NWL7
Investment Management & Fund Operators
OTC Markets Traded| Market Cap | 4.56B 3.24B 2.82B 2.67B 2.42B 4.53B 311B 31.81B 12.31B 158B 12.17B 11.9B 506B | P/E 2027 * |
32.4x | P/E 2028 * | 27.3x |
|---|---|---|---|---|---|
| Enterprise Value | 4.46B 3.17B 2.76B 2.61B 2.37B 4.43B 304B 31.1B 12.03B 155B 11.9B 11.64B 494B | EV / Sales 2027 * |
9.91x | EV / Sales 2028 * | 8.49x |
| Free-Float |
53.67% | Yield 2027 * |
2.45% | Yield 2028 * | 2.9% |
Last Transcript: Netwealth Group Limited
| 23/12 | Netwealth : FY25 Modern Slavery Statement | PU |
| 21/08/25 | Netwealth : Shareholder Communication Statement | PU |
| 09/07/25 | Netwealth : Code of Conduct | PU |
| 21/02/25 | Morgan Stanley rates NWL as Equal-weight | AQ |
| 24/01/25 | Morgan Stanley rates NWL as Equal-weight | AQ |
| Manager | Title | Age | Since |
|---|---|---|---|
Matt Heine
CEO | Chief Executive Officer | - | 01/01/2015 |
Hayden Stockdale
DFI | Director of Finance/CFO | 56 | 31/01/2025 |
Sophie Firminger
CTO | Chief Tech/Sci/R&D Officer | - | 01/02/2025 |
| Director | Title | Age | Since |
|---|---|---|---|
Michael Heine
BRD | Director/Board Member | - | 01/01/1999 |
Matt Heine
BRD | Director/Board Member | - | 01/03/2004 |
Sally Freeman
BRD | Director/Board Member | - | 10/10/2019 |
| Change | 5-day change | 1-year change | 3-year change | Capi.($) | ||
|---|---|---|---|---|---|---|
 | -.--% | -.--% | - | - | 3.32B | |
| +1.61% | -1.69% | -5.80% | +51.12% | 161B | |
| +0.31% | -6.01% | +29.01% | +79.02% | 156B | |
| -0.29% | -5.84% | +45.06% | +238.46% | 104B | |
| +0.52% | -2.18% | -18.57% | +60.18% | 83B | |
| +0.59% | -3.61% | -21.03% | +30.03% | 72.42B | |
| +0.09% | -4.60% | +65.69% | +154.79% | 50.24B | |
| +0.89% | -1.12% | +12.25% | +57.21% | 47.78B | |
| +1.76% | +0.52% | -28.25% | +30.28% | 35.95B | |
| +0.17% | -4.20% | +36.90% | +143.32% | 32.32B | |
| Average | +0.66% | -3.67% | +12.81% | +93.82% | 82.51B | |
| Weighted average by Cap. | +0.75% | -4.13% | +12.51% | +92.62% |
| 2027 * | 2028 * | |
|---|---|---|
| Net sales | 450M 320M 279M 264M 239M 447M 30.67B 3.14B 1.21B 15.6B 1.2B 1.17B 49.88B | 522M 371M 323M 306M 277M 519M 35.57B 3.64B 1.41B 18.1B 1.39B 1.36B 57.85B |
| Net income | 140M 99.81M 86.95M 82.29M 74.65M 140M 9.57B 980M 379M 4.87B 375M 367M 15.57B | 167M 119M 103M 97.88M 88.79M 166M 11.39B 1.17B 451M 5.79B 446M 436M 18.52B |
| Net Debt | -101M -71.79M -62.55M -59.19M -53.7M -100M -6.89B -705M -273M -3.5B -270M -264M -11.2B | -131M -93.26M -81.25M -76.9M -69.76M -130M -8.95B -915M -354M -4.55B -350M -343M -14.55B |
Trader
This super rating is the result of a weighted average of the rankings based on the following ratings: Valuation (Composite), EPS Revisions (4 months), and Visibility (Composite). We recommend that you carefully review the associated descriptions.
Investor
This super composite rating is the result of a weighted average of the rankings based on the following ratings: Fundamentals (Composite), Valuation (Composite), EPS Revisions (1 year), and Visibility (Composite). We recommend that you carefully review the associated descriptions.
Global
This composite rating is the result of an average of the rankings based on the following ratings: Fundamentals (Composite), Valuation (Composite), Financial Estimates Revisions (Composite), Consensus (Composite) and Visibility (Composite). The company must be covered by at least 4 of these 5 ratings for the calculation to be carried out. We recommend that you carefully review the associated descriptions.
Quality
This composite rating is the result of an average of rankings based on the following ratings: Returns (Composite), Profitability (Composite) and Quality of Financial Reporting (Composite), and Financial Health (Composite). The company must be covered by at least 2 of these 3 ratings for the calculation to be performed. We recommend that you carefully read the associated descriptions.
ESG MSCI
The MSCI ESG score assesses a company’s environmental, social, and governance practices relative to its industry peers. Companies are rated from CCC (laggard) to AAA (leader). This rating helps investors incorporate sustainability risks and opportunities into their investment decisions.
