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Netwealth Group Ltd.

Netwealth Group Ltd.

AASX:NWL
17.01
AUD
+0.09
(+0.53%)
0.25EPS
83.16P/E
5.05BMarket Cap
Feb 17Next Earn
Netwealth Group Ltd.
ASX:NWL
(Australian Securities Exchange)

Recent

price

17.01

P/E

ratio

83.16

div

yld

2.47%

ROIC.AI

2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
AUD
- -
0.35
0.41
0.51
0.59
0.68
0.85
1.01
1.28
1.52
Revenue per Share
- -
0.09
0.14
0.18
0.23
0.23
0.28
0.34
0.48
0.25
Basic EPS, GAAP
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Free Cash Flow per Basic Share
- -
0.04
0.16
0.13
0.17
0.19
0.21
0.27
0.32
0.42
Dividend per Share
0.16
0.28
0.27
0.32
0.38
0.43
0.5
0.59
0.81
0.66
Book Value per Share
0.16
0.28
0.27
0.32
0.38
0.42
0.48
0.55
0.71
0.52
Tangible Book Value per Share
238
232
238
238
240
244
244
244
245
245
Basic Weighted Avg Shares
- -
82
97
122
143
167
207
247
312
372
Sales/Revenue/Turnover
- -
33.36
49.03
49.5
52.33
47.24
45.55
- -
- -
- -
Operating Margin (%)
- -
1
1
3
2
3
3
4
6
8
Depreciation Expense
- -
21
34
44
54
56
67
83
117
61
Net Income, GAAP
- -
32.79
29.71
30.42
29.95
31.51
30.78
30.78
25.83
21.7
Effective Tax Rate (%)
- -
25.35
35.27
35.84
37.96
33.33
32.49
33.79
37.31
16.32
Profit Margin (%)
21
56
57
70
86
97
111
- -
- -
- -
Working Capital
- -
- -
- -
4
15
14
12
13
12
46
LT Debt
38
67
64
76
93
104
123
145
199
162
Total Equity
- -
33.89
47.35
49.24
48.4
45.49
49.73
- -
- -
- -
Return on Invested Capital (%)
- -
39.38
52.26
60.36
56.79
48.83
52.47
56.32
62.63
27.26
Return on Capital (%)
- -
39.38
52.26
62.43
63.95
56.28
59.09
62.32
67.81
33.6
Return on Common Equity (%)

Capital Structure

AUD

•

in mil. unless spec.
No data availableFinancial data will appear here once available

Working Capital

AUD

•

in mil. unless spec.
No data availableFinancial data will appear here once available

Growth Rates

AUD

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
- -
13.29%
-18.7%
Free Cash Flow
- -
- -
- -
Net Income, GAAP
- -
7.9%
-47.95%
Sales/Revenue/Turnover
- -
21.18%
19.01%
Total Cash Common Dividend
- -
20.81%
33.68%

Semi-annual Revenue

AUD

•

in mil. unless spec.

Year

H1
H2
FY
2024
- -
- -
247
2025
- -
- -
312
2026
- -
- -
372

Semi-annual Earnings Per Share

AUD

•

in mil. unless spec.

Year

H1
H2
FY
2024
- -
- -
0.34
2025
- -
- -
0.48
2026
- -
- -
0.25

Semi-annual Dividends Per Share

AUD

•

in mil. unless spec.

Year

H1
H2
FY
2024
- -
- -
0.27
2025
- -
- -
0.32
2026
- -
- -
0.42
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Business
Netwealth Group Limited (ASX:NWL) is an Australia-based financial services technology company that operates a wealth management platform offering superannuation products including accumulation and retirement income options such as Netwealth Super Accelerator and Russell Investments Super Series within the Netwealth Superannuation Master Fund; investor directed portfolio services via Netwealth Wealth Accelerator; managed accounts and funds including Netwealth Managed Account and Netwealth Global Specialist Series Funds; self-managed superannuation funds administration; non-custodial administration and reporting services; investment wrap products with listed and international securities, managed account models, managed funds, term deposits, premium services, investor rewards, insurance products, portfolio management tools, performance tools, investment research tools and mobile access tools; as well as advisory, licensee and private wealth solutions targeting financial advisers, private clients, high net worth firms and non-institutional intermediaries. Founded in 1999 and headquartered in Melbourne, the company primarily serves the Australian market with offices throughout the country and approximately 700 staff members administering over $120 billion in funds under administration. Recent strategic developments include the accelerated acquisition of data management and analytics platform Xeppo in August 2024 for $5.9 million in cash plus a converted loan, enhancing AI-driven workflow efficiencies and data integration for advice practices; the acquisition of digital content firm Flux Corp in October 2024 for $2.46 million to target younger investors and emerging affluent segments through financial education tools and mobile apps; the launch of a wholesale-only platform solution in July 2025 aimed at high-net-worth and ultra-high-net-worth investors with planned FY26 enhancements; and record funds under administration growth to $120.8 billion in the September 2025 quarter driven by $4.1 billion net inflows.

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