SelfWealth Limited

SelfWealth Limited

SWF.AX
SelfWealth LimitedAU flagAustralian Securities Exchange
0.28
AUD
- -
- -
63.96MMarket Cap
SelfWealth Limited
SWF.AX
(Australian Securities Exchange)

Recent

price

0.28

P/E

ratio

- -

div

yld

- -

ROIC.AI

2017
2018
2019
2020
2021
2022
2023
2024
FRC
- -
0.01
0.02
0.04
0.09
0.09
0.13
- -
Revenue per Share
- -
-0.05
-0.02
-0.02
- -
-0.03
- -
- -
Basic EPS, GAAP
- -
- -
- -
- -
- -
-0.01
-0.01
- -
Free Cash Flow per Basic Share
- -
- -
- -
- -
- -
- -
- -
- -
Dividend per Share
0.07
0.03
0.01
0.01
0.02
0.04
0.05
- -
Book Value per Share
0.07
0.03
0.02
0.02
0.03
0.03
0.04
- -
Tangible Book Value per Share
111
115
146
180
203
234
237
- -
Basic Weighted Avg Shares
- -
1
3
8
18
20
30
28
Sales/Revenue/Turnover
- -
- -
- -
- -
- -
- -
- -
- -
Operating Margin (%)
- -
- -
- -
- -
- -
- -
1
1
Depreciation Expense
- -
-5
-3
-3
-1
-6
- -
3
Net Income, GAAP
- -
- -
- -
- -
- -
- -
- -
- -
Effective Tax Rate (%)
- -
-503
-133.01
-36.21
-3.67
-30.9
0.31
12.18
Profit Margin (%)
8
- -
- -
- -
- -
- -
- -
- -
Working Capital
- -
- -
- -
- -
- -
- -
- -
- -
LT Debt
8
3
3
4
6
11
11
14
Total Equity
- -
- -
- -
- -
- -
- -
- -
- -
Return on Invested Capital (%)
- -
- -
- -
- -
- -
- -
- -
- -
Return on Capital (%)
- -
-100.86
-139.73
-120.3
-16.9
-81.24
0.88
27.87
Return on Common Equity (%)

Capital Structure

FRC

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

Working Capital

FRC

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

Growth Rates

FRC

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
- -
44.07%
24.41%
Free Cash Flow
- -
1,384.69%
64.58%
Net Income, GAAP
- -
853.48%
3,596.22%
Sales/Revenue/Turnover
- -
76.33%
-5.26%
Total Cash Common Dividend
- -
- -
- -

Quarterly Revenue

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2022
- -
- -
- -
- -
20
2023
- -
- -
- -
- -
30
2024
- -
- -
- -
- -
28

Quarterly Earnings Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2022
- -
- -
- -
- -
-0.03
2023
- -
- -
- -
- -
- -
2024
- -
- -
- -
- -
- -

Quarterly Dividends Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2022
- -
- -
- -
- -
- -
2023
- -
- -
- -
- -
- -
2024
- -
- -
- -
- -
- -
Business
SelfWealth Limited, trading as Selfwealth by Syfe, operates as an online investment platform offering flat-fee brokerage services for trading Australian, U.S. and Hong Kong-listed shares and exchange-traded funds (ETFs); provides CHESS-sponsored accounts including individual, joint, minor, company, trust and self-managed superannuation fund (SMSF) options; and delivers an intuitive mobile and desktop platform with research tools and investor community features to support retail investors building long-term portfolios. Selfwealth maintains funds under administration exceeding AU$16 billion, facilitates daily trading volumes around AU$60 million and serves over 130,000 Australian customers primarily in the mass affluent segment seeking low-cost access to ASX, Cboe, NYSE, Nasdaq and HKEX markets. The company, founded in 2012, maintains headquarters in Melbourne, Australia. In May 2025, Singapore-based Syfe Pte Ltd completes its acquisition of Selfwealth for AU$63-65 million in cash, leading to delisting from the ASX on 8 May 2025, rebranding as Selfwealth by Syfe and integration into Syfe's Asia-Pacific wealth management ecosystem. Post-acquisition, Syfe raises US$80 million (AU$123 million) in June 2025 to fund platform enhancements, new product development including hybrid financial advice models, user experience upgrades and strategic hiring aimed at expanding in Australia's underserved mass affluent market. These changes position Selfwealth by Syfe to leverage Syfe's technology for broader global market access, cash management and managed wealth solutions while addressing scale challenges in the competitive online brokerage sector.