ASX - Delayed Quote AUD

Netwealth Group Limited (NWL.AX)

31.15
-1.02
(-3.17%)
At close: 4:10:39 PM GMT+10
Loading Chart for NWL.AX
  • Previous Close 32.17
  • Open 32.17
  • Bid 31.06 x --
  • Ask 32.50 x --
  • Day's Range 30.92 - 32.28
  • 52 Week Range 19.71 - 33.40
  • Volume 385,319
  • Avg. Volume 507,552
  • Market Cap (intraday) 7.632B
  • Beta (5Y Monthly) 0.82
  • PE Ratio (TTM) 75.98
  • EPS (TTM) 0.41
  • Earnings Date Aug 11, 2025 - Aug 15, 2025
  • Forward Dividend & Yield 0.35 (1.09%)
  • Ex-Dividend Date Mar 5, 2025
  • 1y Target Est 26.52

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, 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, managed accounts, and self-managed superannuation and non-custodial administration services; 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.

www.netwealth.com.au

664

Full Time Employees

June 30

Fiscal Year Ends

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Performance Overview: NWL.AX

Trailing total returns as of 6/13/2025, which may include dividends or other distributions. Benchmark is S&P/ASX 200 [XJO] (^AXJO) .

YTD Return

NWL.AX
8.99%
S&P/ASX 200 [XJO] (^AXJO)
4.76%

1-Year Return

NWL.AX
44.95%
S&P/ASX 200 [XJO] (^AXJO)
10.29%

3-Year Return

NWL.AX
166.24%
S&P/ASX 200 [XJO] (^AXJO)
23.30%

5-Year Return

NWL.AX
315.25%
S&P/ASX 200 [XJO] (^AXJO)
46.16%

Compare To: NWL.AX

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Statistics: NWL.AX

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Valuation Measures

Annual
As of 6/12/2025
  • Market Cap

    7.88B

  • Enterprise Value

    --

  • Trailing P/E

    77.52

  • Forward P/E

    --

  • PEG Ratio (5yr expected)

    --

  • Price/Sales (ttm)

    28.45

  • Price/Book (mrq)

    44.07

  • Enterprise Value/Revenue

    28.50

  • Enterprise Value/EBITDA

    --

Financial Highlights

Profitability and Income Statement

  • Profit Margin

    35.39%

  • Return on Assets (ttm)

    44.55%

  • Return on Equity (ttm)

    65.17%

  • Revenue (ttm)

    287.29M

  • Net Income Avi to Common (ttm)

    101.67M

  • Diluted EPS (ttm)

    0.41

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    141.95M

  • Total Debt/Equity (mrq)

    8.07%

  • Levered Free Cash Flow (ttm)

    85.27M

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