Netwealth provides cloud-based investment administration software as a service, or SaaS, in Australia via its proprietary platform. Netwealth's platform provides portfolio administration, investment management tools, and investment and managed account services to financial intermediaries and directly to clients. The company charges SaaS fees based on funds under administration and management on its platform. Netwealth also offers Netwealth-branded investment products on its platform which are managed by third-party investment managers.

Financial Strength

6/10

Name	Current	Vs Industry	Vs History
Cash-To-Debt	8.49
Equity-to-Asset	0.76
Debt-to-Equity	0.1
Debt-to-EBITDA	0.13
Interest Coverage	N/A	N/A	N/A
Piotroski F-Score	8/9	0 1 2 3 4 5 6 7 8 9
Beneish M-Score	-2.39	Manipulator Not Manipulator
WACC vs ROIC		WACC ROIC

Growth Rank

10/10

	Name	Current	Vs Industry		Vs History
	3-Year Revenue Growth Rate	19.3
	3-Year EBITDA Growth Rate	15.2
	3-Year EPS without NRI Growth Rate	14.7
	3-Year FCF Growth Rate	31.5
	3-Year Book Growth Rate	15.7
	Future 3-5Y EPS without NRI Growth Rate Estimate	23.27
	Future 3-5Y Total Revenue Growth Rate Estimate	19.22

Momentum Rank

6/10

	Name	Current	Vs Industry		Vs History
	5-Day RSI	18.5
	9-Day RSI	26.96
	14-Day RSI	32.69
	6-1 Month Momentum %	31.06
	12-1 Month Momentum %	80.11

Liquidity Ratio

	Name	Current	Vs Industry		Vs History

Dividend & Buy Back

	Name	Current	Vs Industry		Vs History
	Dividend Yield %	1.02
	Dividend Payout Ratio	0.79
	3-Year Dividend Growth Rate	16.9
	Forward Dividend Yield %	1.02
	5-Year Yield-on-Cost %	2.4
	Shareholder Yield %	0.89

Profitability Rank

9/10

	Name	Current	Vs Industry		Vs History
	Operating Margin %	46.73
	Net Margin %	33.71
	FCF Margin %	34.4
	ROE %	62.41
	ROA %	47.13
	ROIC %	150.73
	3-Year ROIIC %	77.86
	Years of Profitability over Past 10-Year	7

GF Value Rank

5/10

	Name	Current	Vs Industry		Vs History
	PE Ratio	86.55
	Forward PE Ratio	61.73
	PE Ratio without NRI	86.55
	PEG Ratio	5.15
	PS Ratio	29.16
	PB Ratio	49.85
	Price-to-Tangible-Book	48.33
	Price-to-Free-Cash-Flow	84.81
	Price-to-Operating-Cash-Flow	79.98
	EV-to-EBIT	56.56
	EV-to-Forward-EBIT	45.06
	EV-to-EBITDA	54.83
	EV-to-Forward-EBITDA	43.19
	EV-to-Revenue	26.43
	EV-to-Forward-Revenue	21.79
	EV-to-FCF	86.1
	Price-to-Peter-Lynch-Fair-Value	4.65
	Price-to-Graham-Number	12.9
	Price-to-Net-Cash	78.18
	Earnings Yield (Greenblatt) %	1.77
	FCF Yield %	1.28
	Forward Rate of Return (Yacktman) %	17.56

Financials (Next Earnings Date:2025-02-20 Est.)

Annual Quarterly TTM

ASX:NWL's 30-Y Financials

AAPL

Income Statement Breakdown FY

Annual Quarterly

No Enough Data

AAPL

Balance Sheet Breakdown

Annual Quarterly

No Enough Data

AAPL

Cashflow Statement Breakdown

Annual Quarterly

No Enough Data

Historical Operating Revenue by Business Segment

Value % YoY

Historical Operating Revenue by Geographic Region

Value % YoY

See Details

5-Step DuPont Analysis as of

Annual Quarterly

No Enough Data

Guru Trades

See Details

Insider Trades

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Peter Lynch Chart

Y-axis scale:

Log Linear

Interactive Chart

Performance

Dividend

Log

Bar

Annualized Return %

Symbol	1 Week	1 Month	3 Months	6 Months	YTD	1 Year	3 Years	5 Years	10 Years

Total Annual Return %

Symbol	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016

Netwealth Group Ltd Executives

Details

GF Value: A$23.9

ASX:NWL

Valuation Chart

Year:

Warning Signs

Warning! GuruFocus detected 2 Severe warning signs with NWL. Try a 7-Day Free Trial to check it out.

Analyst Estimate

Annual Quarterly

Key Statistics

	Name	Value
	Revenue (TTM) (Mil A$)	247.32
	EPS (TTM) (A$)	0.341
	Beta	1.49
	Volatility %	25.38
	14-Day RSI	32.69
	14-Day ATR (A$)	0.893216
	20-Day SMA (A$)	28.768
	12-1 Month Momentum %	80.11
	52-Week Range (A$)	16.22 - 31.33
	Shares Outstanding (Mil)	244.78

Piotroski F-Score Details

Year:

	Component	Result
	Piotroski F-Score	8
	Positive ROA
	Positive CFROA
	Higher ROA yoy
	CFROA > ROA
	Lower Leverage yoy
	Higher Current Ratio yoy
	Less Shares Outstanding yoy
	Higher Gross Margin yoy
	Higher Asset Turnover yoy

Netwealth Group Ltd Filings

10-K10-QForm 4Others

	Filing Date	Document Date	Form
No Filing Data

Netwealth Group Ltd Stock Events

Financials Calendars

	Event	Date	Price(A$)
No Event Data

Netwealth Group Ltd Frequently Asked Questions

What is Netwealth Group Ltd(ASX:NWL)'s stock price today?

The current price of ASX:NWL is A$26.58. The 52 week high of ASX:NWL is A$31.33 and 52 week low is A$16.22.

When is next earnings date of Netwealth Group Ltd(ASX:NWL)?

The next earnings date of Netwealth Group Ltd(ASX:NWL) is 2025-02-20 Est..

Does Netwealth Group Ltd(ASX:NWL) pay dividends? If so, how much?

The Dividend Yield % of Netwealth Group Ltd(ASX:NWL) is 1.02% (As of Today), Highest Dividend Payout Ratio of Netwealth Group Ltd(ASX:NWL) was 0.86. The lowest was 0.73. And the median was 0.76. The Forward Dividend Yield % of Netwealth Group Ltd(ASX:NWL) is 1.02%. For more information regarding to dividend, please check our Dividend Page.

Press Release

	Subject	Date
No Press Release

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