Valuation Netwealth Group Limited

Stocks

Market Closed - Australian S.E. Other stock markets 10:10:22 27/07/2026 +04			5-day change	1st Jan Change
21.32 ^AUD	+1.62%		-7.14%	-16.95%

07-17	Jarden Adjusts Netwealth Group's Price Target to AU$24.70 from AU$25, Keeps at Neutral	MT
07-17	Netwealth's Continued Strength in Gross Activity Supports Management's Fiscal 2027 Inflow Target, Jefferies Says	MT

Data adjusted to current consolidation scope

Fiscal Period: June	2021	2022	2023	2024	2025	2026	2027	2028
Market Cap ¹	4,181	2,965	3,375	5,410	8,230	5,148	-	-
Change	-	-29.09%	13.85%	60.28%	52.12%	-37.45%	-	-
Enterprise Value (EV) ¹	4,100	2,876	3,266	5,284	8,082	5,043	5,026	4,998
Change	-	-29.84%	13.54%	61.78%	52.96%	-37.6%	-0.34%	-0.56%
P/E	76.1x	53.6x	50.9x	64.8x	70.6x	81.6x	35.4x	29.6x
PBR	44.9x	28.4x	27.4x	37.4x	41.3x	31.8x	25.9x	21.4x
PEG	-	80.58x	2.6x	2.5x	1.8x	-1.8x	0x	1.5x
Capitalization / Revenue	28.9x	17.1x	15.7x	21.2x	25.4x	13.1x	11.3x	9.69x
EV / Revenue	28.3x	16.6x	15.2x	20.7x	24.9x	12.8x	11x	9.41x
EV / EBITDA	51.7x	33.8x	32.4x	42.4x	49.4x	26.1x	23.4x	19.6x
EV / EBIT	53x	35x	33.5x	43.7x	51.2x	27.3x	24.4x	20.3x
EV / FCF	110x	49.2x	41.6x	62.1x	67.9x	41x	36.8x	29.7x
FCF Yield	0.91%	2.03%	2.4%	1.61%	1.47%	2.44%	2.72%	3.37%
Dividend per Share ²	0.1856	0.2	0.24	0.28	0.385	0.4361	0.4767	0.5662
Rate of return	1.08%	1.64%	1.73%	1.26%	1.15%	2.08%	2.27%	2.7%
EPS ²	0.2255	0.227	0.272	0.342	0.476	0.257	0.5926	0.7098
Distribution rate	82.3%	88.1%	88.2%	81.9%	80.9%	170%	80.4%	79.8%
Net sales ¹	144.9	173.3	214.7	255.2	324.4	393.3	456.3	531.2
EBITDA ¹	79.35	85.09	100.7	124.7	163.5	193.4	215	255.6
EBIT ¹	77.3	82.11	97.46	121	157.7	184.9	206.1	246.1
Net income ¹	54.1	55.55	67.2	83.37	116.5	62.28	145.8	174.3
Net Debt ¹	-81.42	-88.38	-109.5	-126.7	-148.5	-105.3	-122.3	-150.4
Reference price ²	17.15	12.16	13.84	22.17	33.59	20.98	20.98	20.98
Nbr of stocks (in thousands)	243,803	243,813	243,891	244,034	245,022	245,397	-	-
Announcement Date	17/08/21	23/08/22	15/08/23	12/08/24	20/08/25	-	-	-

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 (N)	EV / Sales (N)	EV / EBITDA (N)	Dividend Yield (N)	Capi.($)
NETWEALTH GROUP LIMITED	81.64x	12.82x	26.08x	2.08%	3.6B
BLACKROCK, INC.	19.55x	5.48x	11.74x	2.17%	164B
UBS GROUP AG	15.33x	3.57x	-	2.34%	161B
BANK OF NEW YORK MELLON CORPORATION (THE)	17.27x	7.6x	-	1.45%	108B
BROOKFIELD ASSET MANAGEMENT LTD.	25.14x	11.73x	20.15x	4.28%	74.07B
STATE STREET CORPORATION	13.91x	5.32x	-	1.89%	50.93B
AMERIPRISE FINANCIAL, INC.	11.69x	1.76x	5.4x	1.25%	46.75B
3I GROUP PLC	5.48x	5.36x	4.66x	3.42%	36.91B
NORTHERN TRUST CORPORATION	14.38x	5.28x	16.45x	1.86%	33.03B
Average	22.71x	6.55x	14.08x	2.31%	75.28B
Weighted average by Cap.	17.14x	5.80x	12.50x	2.3%