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TechnologyASXAUD

Netwealth Group Limited

A$0012345678900123456789.0012345678900123456789+1.6%
52w low (est.) A$16.75A$27.17 52w high (est.)
Market data · updated 8m ago
Market data
Market cap
AUD3.94B
52w range
AUD19.81 - AUD38.30
Beta
1.09
Sector
Technology
Data quality
96/100
Valuation
P/E ratio
99.8x
DCF fair value
AUD9.18
Margin of safety
-56.9%
Forward P/E
38.8x
Dividend yield
1.79%
Quality & efficiency
Moat score
82/100
Return on equity
34.6%
Profit margin
15.7%
Debt / equity
0.08
Growth & analysts
Revenue growth
+23.8%
Analyst target
AUD27.26
Target upside
+27.9%
Analysts
16
Run the 10-point checklist before you buy How these numbers are made

About Netwealth Group Limited

Netwealth Group Limited, a financial services company, engages in the wealth management business in Australia. The company operates a platform that offers superannuation, including accumulation and retirement income products; investor directed portfolio services for self-managed superannuation and non-superannuation investments; managed accounts and funds, self-managed superannuation funds administration; and non-custodial administration and reporting services. It also provides investment wrap products; investment options, such as listed and international securities, managed account models, managed funds, annuities, term deposits, premium services, and investor rewards; insurance products; forms and disclosure documents; and resources and tools, as well as advisory, licensee, and private wealth solutions. In addition, the company offers superannuation master fund; and portfolio management tools, performance tools, investment research tools, and mobile access tools. It provides its financial services to investors and non-institutional intermediaries, including financial advisers, private clients, and high net worth firms. The company was founded in 1999 and is headquartered in Melbourne, Australia.

Valuation

ValueGrowthProfitHealthIncome57QUALITY
Overall Rating
45
Hold
Hold

Derived from filed metrics · High confidence (96% of the inputs available)

Moat Score82
DCF Intrinsic Value
AUD9.18-56.9% downside

Moat, DCF and rating computed by our valuation engine (ported from the original Python model).

Fundamentals

Market Cap
AUD3.94B
P/E Ratio
99.8
Dividend Yield
1.79%
Revenue Growth
+23.8%
Profit Margin
15.7%
ROE
34.6%
Debt / Equity
0.08
Beta
1.09
High GrowthBeaten Down
vs Technology sector:P/E 100 vs 53 Moat 82 vs 9Yield 1.79% vs 0.1%

Statistics

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Latest News · NWL.AX