Netwealth Group Ltd (ASX:NWL) Stock Price, Trades & News

Netwealth provides cloud-based investment administration software as a service 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

4/10

Name	Current	Vs Industry	Vs History
Cash-To-Debt	2.12
Equity-to-Asset	0.59
Debt-to-Equity	0.44
Debt-to-EBITDA	N/A	N/A	N/A
Interest Coverage	N/A	N/A	N/A
Piotroski F-Score	2/9	0 1 2 3 4 5 6 7 8 9
Beneish M-Score	-3.07	Manipulator Not Manipulator
WACC vs ROIC		WACC ROIC

Growth Rank

9/10

	Name	Current	Vs Industry		Vs History
	3-Year Revenue Growth Rate	21.4
	3-Year EPS without NRI Growth Rate	-3.5
	3-Year FCF Growth Rate	-14.6
	3-Year Book Growth Rate	9.3
	Future 3-5Y EPS without NRI Growth Rate Estimate Industry Rank	8.49
	Future 3-5Y Total Revenue Growth Rate Estimate	15.52

Momentum Rank

7/10

	Name	Current	Vs Industry		Vs History
	5-Day RSI	21.75
	9-Day RSI	21.14
	14-Day RSI	26.39
	3-1 Month Momentum %	8.9
	6-1 Month Momentum %	11.27
	12-1 Month Momentum %	-22.56

Liquidity Ratio

	Name	Current	Vs Industry		Vs History

Dividend & Buy Back

	Name	Current	Vs Industry		Vs History
	Dividend Yield %	2.24
	Dividend Payout Ratio	1.7
	3-Year Dividend Growth Rate	26
	Forward Dividend Yield %	2.24
	5-Year Yield-on-Cost %	5.43
	3-Year Average Share Buyback Ratio	-0.2
	Shareholder Yield %	1.55

Profitability Rank

5/10

	Name	Current	Vs Industry		Vs History
	Net Margin %	16.32
	FCF Margin %	14.68
	OCF Margin %	16.04
	ROE %	35.64
	ROA %	21.66
	3-Year ROIIC %	77.86
	Years of Profitability over Past 10-Year	9

GF Value Rank

4/10

	Name	Current	Vs Industry		Vs History
	PE Ratio	76.77
	Forward PE Ratio	32.2
	PE Ratio without NRI	76.77
	Price-to-Owner-Earnings	72.67
	PEG Ratio	5.19
	PS Ratio	12.52
	PB Ratio	28.73
	Price-to-Tangible-Book	35.77
	Price-to-Free-Cash-Flow	100.86
	Price-to-Operating-Cash-Flow	78.02
	EV-to-Forward-EBIT	23.72
	EV-to-Forward-EBITDA	23.12
	EV-to-Revenue	12.31
	EV-to-Forward-Revenue	10.55
	EV-to-FCF	99.58
	Price-to-GF-Value	0.54
	Price-to-Projected-FCF	4.09
	Price-to-Peter-Lynch-Fair-Value	5.19
	Price-to-Graham-Number	11.09
	Price-to-Net-Cash	79
	FCF Yield %	0.99
	Forward Rate of Return (Yacktman) %	16.26

Financials (Next Earnings Date:2027-02-18 Est.)

Annual Semi-Annual TTM

ASX:NWL's 30-Y Financials

AAPL

Income Statement Breakdown FY

Annual Quarterly

Not Enough Data

AAPL

Balance Sheet Breakdown

Annual Quarterly

Not Enough Data

AAPL

Cashflow Statement Breakdown

Annual Quarterly

Not Enough Data

Operating Revenue by Business Segment

Operating Revenue by Geographic Region

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 Semi-Annual

Not Enough Data

Guru Trades

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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	2026	2025	2024	2023	2022	2021	2020	2019	2018	2017

Netwealth Group Ltd Executives

Details

GF Value™: A$34.92

ASX:NWL

Valuation Chart

Year:

Warning Signs

Warning! GuruFocus detected 1 Severe warning sign with NWL. Try a 7-Day Free Trial to check it out.

Analyst Estimate

Annual Quarterly

Key Statistics

	Name	Value
	Revenue (TTM) (Mil A$)	382.901
	EPS (TTM) (A$)	0.247
	Beta	2.0594
	3-Year Sharpe Ratio	0.39
	3-Year Sortino Ratio	0.58
	Volatility %	28.46
	14-Day RSI	26.39
	14-Day ATR (A$)	0.759942
	20-Day SMA (A$)	20.6155
	12-1 Month Momentum %	-22.56
	52-Week Range (A$)	18.285 - 33.62
	Shares Outstanding (Mil)	245.51

Piotroski F-Score Details

Year:

	Component	Result
	Piotroski F-Score	2
	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$)
Second quarter earnings results for 2027	2027-02-18	In 155 days
General meeting for 2026	2026-11-11	In 56 days
AUD 0.210000 Cash Dividend	2026-09-09	20.00 (-2.15%)
Fourth quarter earnings conference call for 2026	2026-08-26	22.22 (+2.35%)
Fourth quarter earnings results for 2026	2026-08-26	22.22 (+2.35%)
Annual report for 2026	2026-08-25	22.07 (+0.78%)
AUD 0.210000 Cash Dividend	2026-03-04	24.51 (-1.49%)
Second quarter earnings results for 2026	2026-02-18	22.32 (+2.06%)
General meeting for 2025	2025-11-12	30.21 (-1.56%)
AUD 0.210000 Cash Dividend	2025-09-03	32.21 (-0.68%)

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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$18.96. The 52 week high of ASX:NWL is A$33.62 and 52 week low is A$18.29.

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

The next earnings date of Netwealth Group Ltd(ASX:NWL) is 2027-02-18 Est..

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

The Dividend Yield % of Netwealth Group Ltd(ASX:NWL) is 2.24% (As of Today), Highest Dividend Payout Ratio of Netwealth Group Ltd(ASX:NWL) was 1.7. The lowest was 0.66. And the median was 0.76. The Forward Dividend Yield % of Netwealth Group Ltd(ASX:NWL) is 2.24%. For more information regarding to dividend, please check our Dividend Page.

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