Valuation: Netwealth Group Limited

Market Cap 4.42B 3.11B 2.79B 2.58B 2.34B 4.37B 296B 30.85B 12.29B 155B 11.67B 11.43B 492B P/E 2027 *
32.2x
P/E 2028 * 27.3x
Enterprise Value 4.32B 3.04B 2.73B 2.52B 2.29B 4.27B 290B 30.19B 12.02B 152B 11.42B 11.18B 482B EV / Sales 2027 *
9.7x
EV / Sales 2028 * 8.36x
Free-Float
53.78%
Yield 2027 *
2.48%
Yield 2028 * 2.9%
1 day+0.39%
1 week+6.38%
Current month+6.51%
1 month+6.70%
3 months-17.13%
6 months-24.08%
Current year-29.88%
1 week 16.98
Extreme 16.985
18.35
1 month 14.57
Extreme 14.57
18.35
Current year 14.57
Extreme 14.57
27.43
1 year 14.57
Extreme 14.57
31.45
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
28/09/26 Buy

Director

7,761 0.0032%
25/09/26 Buy

Director

2,000 0.0008%
03/09/26 Expiration

Chief Executive Officer

-14,002 0.0057%
Change 5-day change 1-year change 3-year change Capi.($)
+0.39%+6.38%-42.49%+45.04% 3.1B
+1.00%+2.78%+6.46%+92.53% 179B
+3.28%+3.93%+30.39%+87.68% 142B
+0.91%+3.03%+39.87%+253.64% 99.99B
+2.40%+1.04%-19.43%+29.89% 93.62B
+2.30%+2.71%-15.26%+104.90% 85.59B
+2.51%+2.80%-19.27%+73.81% 83.52B
+2.62%+2.01%-10.55%+68.90% 75.45B
+2.74%+2.30%-8.20%+42.20% 67B
+0.86%+4.28%+49.92%+174.00% 47.35B
Average +1.86%+2.63%+1.14%+97.26% 87.71B
Weighted average by Cap. +1.99%+1.82%+6.41%+101.20%

Financials

2027 *2028 *
Net sales 446M 314M 281M 260M 236M 440M 29.87B 3.11B 1.24B 15.63B 1.18B 1.15B 49.63B 514M 362M 324M 300M 272M 508M 34.45B 3.59B 1.43B 18.02B 1.36B 1.33B 57.22B
Net income 137M 96.7M 86.76M 80.21M 72.64M 136M 9.21B 959M 382M 4.82B 363M 355M 15.3B 162M 114M 102M 94.6M 85.67M 160M 10.86B 1.13B 450M 5.68B 428M 419M 18.04B
Net Debt -95.16M -66.99M -60.1M -55.57M -50.32M -94.02M -6.38B -664M -265M -3.34B -251M -246M -10.6B -125M -87.7M -78.69M -72.75M -65.89M -123M -8.35B -870M -346M -4.37B -329M -322M -13.88B
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
29/10/26 A$18.00 +0.39% 573,657
28/10/26 A$17.93 +4.00% 913,312
27/10/26 A$17.24 -0.17% 367,253
26/10/26 A$17.27 -0.86% 388,622
23/10/26 A$17.42 +2.41% 514,275
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
18.00AUD
Average target price
22.49AUD
Spread / Average Target
+24.93%

Quarterly revenue - Rate of surprise

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