Valuation Netwealth Group Limited

Stocks

Delayed Australian S.E. 06:05:46 11/09/2026 +04			5-day change	1st Jan Change
18.80 ^AUD	-2.69%		-7.61%	-26.68%

09-09	Netwealth Group Growth Agenda Tilting Towards Ultra High Net Worth Segment, RBC Capital Markets Says	MT
08-27	Morgans Financial Upgrades Netwealth Group to Buy from Accumulate; Price Target is AU$27.50	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	4,741	-	-
Change	-	13.85%	60.28%	52.12%	-38.7%	-6.03%	-	-
Enterprise Value (EV) ¹	2,876	3,266	5,284	8,082	4,896	4,629	4,595	4,554
Change	-	13.54%	61.78%	52.96%	-39.42%	-5.44%	-0.74%	-0.91%
P/E	53.6x	50.9x	64.8x	70.6x	83.2x	33.2x	27.9x	23.7x
PBR	28.4x	27.4x	37.4x	41.3x	31.2x	23.9x	19.3x	16.1x
PEG	-	2.6x	2.5x	1.8x	-1.7x	0x	1.5x	1.4x
Capitalization / Revenue	17.1x	15.7x	21.2x	25.4x	12.9x	10.5x	9.08x	7.86x
EV / Revenue	16.6x	15.2x	20.7x	24.9x	12.5x	10.3x	8.8x	7.55x
EV / EBITDA	33.8x	32.4x	42.4x	49.4x	25.4x	21.9x	18.4x	15.6x
EV / EBIT	35x	33.5x	43.7x	51.2x	26.5x	22.9x	19.2x	16x
EV / FCF	49.2x	41.6x	62.1x	67.9x	106x	35.5x	27.9x	23.5x
FCF Yield	2.03%	2.4%	1.61%	1.47%	0.94%	2.82%	3.58%	4.26%
Dividend per Share ²	0.2	0.24	0.28	0.385	0.42	0.4611	0.5465	0.6396
Rate of return	1.64%	1.73%	1.26%	1.15%	2.04%	2.39%	2.83%	3.31%
EPS ²	0.227	0.272	0.342	0.476	0.247	0.5825	0.6921	0.8135
Distribution rate	88.1%	88.2%	81.9%	80.9%	170%	79.2%	79%	78.6%
Net sales ¹	173.3	214.7	255.2	324.4	391.1	450.6	522.3	603.4
EBITDA ¹	85.09	100.7	124.7	163.5	192.9	211.1	250	292.8
EBIT ¹	82.11	97.46	121	157.7	184.8	202.1	239.7	285.1
Net income ¹	55.55	67.2	83.37	116.5	60.65	143.1	169.9	200
Net Debt ¹	-88.38	-109.5	-126.7	-148.5	-149.4	-111.6	-145.9	-187.6
Reference price ²	12.16	13.84	22.17	33.59	20.56	19.32	19.32	19.32
Nbr of stocks (in thousands)	243,813	243,891	244,034	245,022	245,397	245,397	-	-
Announcement Date	23/08/22	15/08/23	12/08/24	20/08/25	25/08/26	-	-	-

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 (Y)	EV / Sales (Y)	EV / EBITDA (Y)	Dividend Yield (Y)	Capi.($)
NETWEALTH GROUP LIMITED	34.27x	10.62x	22.67x	2.31%	3.53B
UBS GROUP AG	15.55x	3.74x	-	2.27%	168B
BLACKROCK, INC.	19.54x	5.56x	11.89x	2.14%	166B
BANK OF NEW YORK MELLON CORPORATION (THE)	17.64x	7.7x	-	1.42%	110B
BROOKFIELD ASSET MANAGEMENT LTD.	23.17x	12.1x	20.75x	4.21%	76.25B
STATE STREET CORPORATION	14.34x	5.42x	-	1.83%	52.71B
AMERIPRISE FINANCIAL, INC.	12.11x	1.86x	5.7x	1.21%	48.75B
3I GROUP PLC	5.2x	5.38x	3.87x	3.51%	36.66B
NORTHERN TRUST CORPORATION	14.49x	5.28x	16.45x	1.82%	33.79B
Average	17.37x	6.41x	13.56x	2.3%	77.38B
Weighted average by Cap.	16.83x	5.91x	12.64x	2.25%