Netwealth Group (ASX:NWL) Marketable Securities: A$24.3 Mil (As of Dec. 2025)

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Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
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Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

ASX:NWL Netwealth Group Ltd ASX:NWL
86 GF Score
Price A$22.96
GF Value A$35.71
Valuation Significantly Undervalued
! 2 Warning Signs
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What is Netwealth Group Marketable Securities?

Netwealth Group ASX:NWL -2.21% 86 Marketable Securities is A$24.3 Mil as of Dec. 2025. GuruFocus rates ASX:NWL with a GF Score™ of 86/100 and a GF Value™ of A$35.71 (Significantly Undervalued). The stock has 2 warning signs investors should review.

Marketable Securities are very liquid securities that can be converted into cash quickly at a reasonable price. Netwealth Group's Marketable Securities for the quarter that ended in Dec. 2025 was A$24.3 Mil.

Netwealth Group's annual Marketable Securities increased from Jun. 2023 (A$0.5 Mil) to Jun. 2024 (A$0.7 Mil) and increased from Jun. 2024 (A$0.7 Mil) to Jun. 2025 (A$24.5 Mil).

Netwealth Group  (ASX:NWL) Marketable Securities Explanation

Marketable Securities are very liquid as they tend to have maturities of less than one year. Furthermore, the rate at which these securities can be bought or sold has little effect on their prices.

Please note, GuruFocus' Marketable Securities also includes "Other Short Term Investment".

Netwealth Group Marketable Securities Related Terms

Netwealth Group Marketable Securities Historical Data

* Premium members only.

The historical data trend for Netwealth Group's Marketable Securities can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Netwealth Group Marketable Securities Chart

Netwealth Group Annual Data
Trend Jun18 Jun19 Jun20 Jun21 Jun22 Jun23 Jun24 Jun25
Marketable Securities
Get a 7-Day Free Trial 4.54 1.09 0.49 0.68 24.53

Netwealth Group Semi-Annual Data
Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
Marketable Securities Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 0.55 0.68 0.52 24.53 24.26
ASX:NWL
86GF Score
Netwealth Group Ltd ASX:NWL
Marketable Securities is just one metric. See GF Score™, valuation, warning signs, and more.
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Netwealth Group Marketable Securities Calculation

Marketable Securities are very liquid securities that can be converted into cash quickly at a reasonable price.

Frequently Asked Questions Learn more about Marketable Securities →
What does a Marketable Securities of A$24.3 Mil mean?
Netwealth Group (ASX:NWL) has a Marketable Securities of A$24.3 Mil as of Dec. 2025. Marketable securities are high-liquid securites not directly classified as cash or cash equivalents. View historical data on Netwealth Group and its competitors.
Is Netwealth Group's Marketable Securities too high?
Netwealth Group's current Marketable Securities is A$24.3 Mil. Overall, Netwealth Group has a GF Score™ of 86/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Netwealth Group's Marketable Securities compare to UBER and SHOP?
Netwealth Group's Marketable Securities of A$24.3 Mil can be compared against companies in the Software industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Marketable Securities for a Software company?
A good Marketable Securities depends on the Software industry context. However, Marketable Securities should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Marketable Securities mean?
A high Marketable Securities can signal that a stock is expensive relative to its fundamentals. Marketable securities are high-liquid securites not directly classified as cash or cash equivalents. View historical data on Netwealth Group and its competitors. Netwealth Group's current Marketable Securities is A$24.3 Mil. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Netwealth Group stock overvalued right now?
Based on GuruFocus' analysis, Netwealth Group (ASX:NWL) is currently considered Significantly Undervalued. The stock's GF Value™ is A$35.71, compared to a current price of A$22.96 — trading 35.7% below its estimated fair value. The current Marketable Securities is A$24.3 Mil. Netwealth Group's overall GF Score™ is 86/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Marketable Securities calculated?
Marketable Securities is calculated from a company's financial statements. For Netwealth Group (ASX:NWL), the current Marketable Securities is A$24.3 Mil as of Dec. 2025. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Netwealth Group (ASX:NWL) Overvalued in 2026?

Based on GuruFocus' analysis, Netwealth Group stock appears to be undervalued. The current stock price of A$22.96 is trading 35.7% below its estimated GF Value™ of A$35.71. GuruFocus considers Netwealth Group to be Significantly Undervalued.

Key valuation signals for ASX:NWL:

  • Marketable Securities: A$24.3 Mil
  • GF Value™: A$35.71 vs. price of A$22.96 (35.7% below fair value)
  • GF Score™: 86/100 with 2 warning signs

No single metric tells the full story. See the ASX:NWL stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Netwealth Group Business Description

Address 180 Flinders Street, Level 6, Melbourne, VIC, AUS, 3000
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.
86GF Score

Get the complete analysis for ASX:NWL

Marketable Securities is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

A$22.96
Price
A$35.71
GF Value