Business Description
Netwealth Group Ltd
ISIN : AU000000NWL7
Description
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 | 7.34 | |||||
| Equity-to-Asset | 0.74 | |||||
| Debt-to-Equity | 0.12 | |||||
| Debt-to-EBITDA | 0.15 | |||||
| Interest Coverage | N/A |
N/A
|
N/A
| |||
| Piotroski F-Score | 6/9 | |||||
| Beneish M-Score | -2.39 | |||||
| WACC vs ROIC | ||||||
Growth Rank
10/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 3-Year Revenue Growth Rate | 19.3 | |||||
| 3-Year EBITDA Growth Rate | 14.2 | |||||
| 3-Year EPS without NRI Growth Rate | 14.3 | |||||
| 3-Year FCF Growth Rate | 7.1 | |||||
| 3-Year Book Growth Rate | 16.4 | |||||
| Future 3-5Y EPS without NRI Growth Rate | 23.26 | |||||
| Future 3-5Y Total Revenue Growth Rate | 18.48 |
Momentum Rank
6/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 5-Day RSI | 55.69 | |||||
| 9-Day RSI | 50.48 | |||||
| 14-Day RSI | 50.1 | |||||
| 6-1 Month Momentum % | 62.81 | |||||
| 12-1 Month Momentum % | 60.47 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History |
|---|
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Dividend Yield % | 1.36 | |||||
| Dividend Payout Ratio | 0.77 | |||||
| 3-Year Dividend Growth Rate | 15.9 | |||||
| Forward Dividend Yield % | 1.41 | |||||
| 5-Year Yield-on-Cost % | 1.36 | |||||
| 3-Year Average Share Buyback Ratio | -0.9 | |||||
| Shareholder Yield % | 1.41 |
Profitability Rank
8/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Operating Margin % | 45.3 | |||||
| Net Margin % | 33.03 | |||||
| FCF Margin % | 33.59 | |||||
| ROE % | 61.75 | |||||
| ROA % | 46.34 | |||||
| ROIC % | 146 | |||||
| Years of Profitability over Past 10-Year | 6 |
GF Value Rank
7/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| PE Ratio | 64.32 | |||||
| Forward PE Ratio | 45.05 | |||||
| PE Ratio without NRI | 64.32 | |||||
| Price-to-Owner-Earnings | 66.3 | |||||
| PEG Ratio | 4.73 | |||||
| PS Ratio | 21.24 | |||||
| PB Ratio | 36.53 | |||||
| Price-to-Tangible-Book | 39.1 | |||||
| Price-to-Free-Cash-Flow | 63.3 | |||||
| Price-to-Operating-Cash-Flow | 59.35 | |||||
| EV-to-EBIT | 45.85 | |||||
| EV-to-EBITDA | 44.43 | |||||
| EV-to-Revenue | 20.76 | |||||
| EV-to-Forward-Revenue | 15.73 | |||||
| EV-to-FCF | 58.31 | |||||
| Price-to-Peter-Lynch-Fair-Value | 5.35 | |||||
| Price-to-Graham-Number | 10.55 | |||||
| Price-to-Net-Cash | 68.76 | |||||
| Earnings Yield (Greenblatt) % | 2.18 | |||||
| FCF Yield % | 1.59 | |||||
| Forward Rate of Return (Yacktman) % | 14.59 |
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
Guru Trades
See DetailsInsider Trades
See DetailsPeter Lynch Chart
Performance
Dividend
Log
Bar
Annualized Return % Â
Total Annual Return % Â
Netwealth Group Ltd Executives
DetailsAnalyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil A$) | 229.527 | ||
| EPS (TTM) (A$) | 0.31 | ||
| Beta | 1.48 | ||
| Volatility % | 32.07 | ||
| 14-Day RSI | 50.1 | ||
| 14-Day ATR (A$) | 0.577882 | ||
| 20-Day SMA (A$) | 20.0675 | ||
| 12-1 Month Momentum % | 60.47 | ||
| 52-Week Range (A$) | 12.06 - 21.68 | ||
| Shares Outstanding (Mil) | 244.03 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 6 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
Netwealth Group Ltd Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
Netwealth Group Ltd Stock Events
| Event | Date | Price(A$) | ||
|---|---|---|---|---|
| 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$19.94. The 52 week high of ASX:NWL is A$21.68 and 52 week low is A$12.06.
When is next earnings date of Netwealth Group Ltd(ASX:NWL)?
The next earnings date of Netwealth Group Ltd(ASX:NWL) is 2024-08-16 Est..
Does Netwealth Group Ltd(ASX:NWL) pay dividends? If so, how much?
The Dividend Yield %  of Netwealth Group Ltd(ASX:NWL) is 1.36% (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 0.75. The  Forward Dividend Yield % of Netwealth Group Ltd(ASX:NWL) is 1.41%. For more information regarding to dividend, please check our Dividend Page.
Press Release
| Subject | Date | |||
|---|---|---|---|---|
| No Press Release | ||||
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