Valuation: Netwealth Group Limited

Market Cap 4.11B 2.86B 2.58B 2.4B 2.18B 4.09B 273B 28.84B 11.26B 141B 10.75B 10.52B 455B P/E 2027 *
29.4x
P/E 2028 * 24.9x
Enterprise Value 4.02B 2.8B 2.51B 2.35B 2.13B 3.99B 266B 28.15B 10.99B 138B 10.49B 10.27B 444B EV / Sales 2027 *
8.94x
EV / Sales 2028 * 7.65x
Free-Float
53.67%
Yield 2027 *
2.69%
Yield 2028 * 3.18%
1 day-0.95%
1 week-1.12%
Current month-0.83%
1 month-11.97%
3 months-29.22%
6 months-26.07%
Current year-34.71%
1 week 16.67
Extreme 16.67
17.6
1 month 16.35
Extreme 16.35
19.26
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
28/9/26 Buy

Director

7,761 0.0032%
25/9/26 Buy

Director

2,000 0.0008%
3/9/26 Expiration

Chief Executive Officer

-14,002 0.0057%
Change 5-day change 1-year change 3-year change Capi.($)
-0.95%-1.12%-46.30%+12.56% 2.9B
-0.10%+0.04%-10.40%+68.40% 165B
-1.55%+0.36%+24.12%+75.81% 147B
-3.68%-4.56%+27.17%+225.55% 95.69B
-3.46%-5.01%-35.22%+1.62% 87.98B
-1.90%-2.86%-19.55%+71.97% 81.95B
-2.99%-5.85%-32.99%+39.91% 78.24B
-1.82%-0.50%-20.44%+41.52% 72.41B
-3.74%+0.28%-5.03%+32.80% 68.67B
-6.85%-6.75%+40.76%+147.61% 47.83B
Average -2.65%-0.96%-7.79%+71.77% 84.82B
Weighted average by Cap. -2.30%-1.11%-3.36%+77.31%

Financials

2027 *2028 *
Net sales 449M 313M 281M 262M 238M 446M 29.75B 3.15B 1.23B 15.44B 1.17B 1.15B 49.65B 521M 363M 326M 304M 276M 518M 34.51B 3.65B 1.43B 17.91B 1.36B 1.33B 57.61B
Net income 139M 97.03M 87.24M 81.41M 73.79M 139M 9.23B 977M 382M 4.79B 364M 356M 15.41B 165M 115M 104M 96.65M 87.59M 164M 10.96B 1.16B 453M 5.69B 432M 423M 18.3B
Net Debt -99.53M -69.28M -62.29M -58.13M -52.69M -98.92M -6.59B -698M -272M -3.42B -260M -254M -11.01B -129M -89.89M -80.82M -75.42M -68.36M -128M -8.55B -905M -353M -4.44B -337M -330M -14.28B
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
14/10/26 $16.76 -0.95% 414,867
13/10/26 $16.92 -3.04% 776,933
12/10/26 $17.45 +0.63% 412,184
09/10/26 $17.34 +1.64% 560,033
08/10/26 $17.06 +0.71% 542,089
Trader
Investor
Global
Quality
ESG MSCI
BB
MarketScreener Ratings - Netwealth Group Limited
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
16
Last Close Price
16.76AUD
Average target price
25.29AUD
Spread / Average Target
+50.90%

Quarterly revenue - Rate of surprise

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