Valuation: Netwealth Group Limited

Capitalization 5.54B 4.01B 3.41B 3.12B 2.94B 5.49B 379B 37.01B 14.43B 182B 15.05B 14.74B 628B P/E ratio 2026 *
88.7x
P/E ratio 2027 * 37.1x
Enterprise value 5.43B 3.94B 3.34B 3.06B 2.89B 5.39B 372B 36.3B 14.15B 179B 14.76B 14.45B 616B EV / Sales 2026 *
13.9x
EV / Sales 2027 * 12.1x
Free-Float
53.66%
Yield 2026 *
1.93%
Yield 2027 * 2.16%
1 day-2.50%
1 week-3.67%
Current month-4.16%
1 month-0.31%
3 months-4.56%
6 months-23.51%
Current year-12.04%
1 week 22.33
Extreme 22.33
23.69
1 month 22.11
Extreme 22.11
25.71
Current year 19.8
Extreme 19.805
27.43
1 year 19.8
Extreme 19.805
38.3
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 - 01/07/2009
Change 5d. change 1-year change 3-years change Capi.($)
-2.50%-3.67%-22.22%+63.27% 4.01B
+1.60%+2.18%+17.48%+70.69% 169B
+0.26%+1.54%+34.94%+100.74% 137B
+1.47%+4.72%+22.30%+124.22% 105B
-0.15%-2.45%+51.90%+214.16% 89.57B
+1.96%+4.26%-13.41%+52.49% 79.33B
+1.46%-0.35%-5.41%+58.63% 41.85B
+0.48%-1.65%+59.35%+116.71% 41.37B
-1.09%+1.03%-37.89%+46.29% 35.92B
+0.24%-2.47%+59.47%+122.36% 29.68B
Average +0.37%+0.08%+16.65%+96.95% 73.25B
Weighted average by Cap. +0.87%+1.34%+22.13%+102.34%

Financials

2026 *2027 *
Net sales 392M 284M 241M 221M 208M 389M 26.83B 2.62B 1.02B 12.89B 1.07B 1.04B 44.49B 449M 325M 276M 253M 238M 445M 30.68B 3B 1.17B 14.74B 1.22B 1.19B 50.88B
Net income 61.9M 44.82M 38.08M 34.85M 32.89M 61.36M 4.23B 413M 161M 2.03B 168M 165M 7.02B 150M 109M 92.34M 84.5M 79.76M 149M 10.26B 1B 391M 4.93B 408M 399M 17.02B
Net Debt -106M -76.91M -65.35M -59.8M -56.44M -105M -7.26B -709M -277M -3.49B -289M -282M -12.05B -130M -94.02M -79.88M -73.1M -69M -129M -8.88B -867M -338M -4.27B -353M -345M -14.73B
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 an 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
791
Date Price Change Volume
08/05/26 22.58 $ -2.50% 360,532
07/05/26 23.16 $ +2.75% 289,379
06/05/26 22.54 $ -0.79% 320,353
05/05/26 22.72 $ -2.24% 434,467
04/05/26 23.24 $ -0.85% 236,640
Trader
Investor
Global
Quality
ESG MSCI
BB
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
16
Last Close Price
22.58AUD
Average target price
27.12AUD
Spread / Average Target
+20.10%

Quarterly revenue - Rate of surprise