The Australian Wealth Advisors GroupASX:WAG 19 Return-on-Tangible-Equity is 15.09% as of Dec. 2025, which is 264% above its 10-year median of 4.14. GuruFocus rates ASX:WAG with a GF Score™ of 19/100. The stock has 2 warning signs investors should review. Among 1,590 Asset Management companies, The Australian Wealth Advisors Group ranks better than 68.62% on this metric.
The historical rank and industry rank for The Australian Wealth Advisors Group's Return-on-Tangible-Equity or its related term are showing as below:
ASX:WAG'
s Return-on-Tangible-Equity Range Over the Past 10 Years
Min: -5.37 Med: 4.14 Max: 17.34
Current: 14.07
During the past 4 years, The Australian Wealth Advisors Group's highest Return-on-Tangible-Equity was 17.34%. The lowest was -5.37%. And the median was 4.14%.
ASX:WAG's Return-on-Tangible-Equity is ranked better than 68.62% of 1590
companies
in the Asset Management industry
Industry Median: 7.12
vs ASX:WAG: 14.07
The Australian Wealth Advisors Group (ASX:WAG) Return-on-Tangible-Equity Explanation
Return-on-Tangible-Equity measures the rate of return on the ownership interest (shareholder's tangible equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' tangible equity (shareholders equity minus intangibles). Return-on-Tangible-Equity shows how well a company uses investment funds to generate earnings growth. Return-on-Tangible-Equitys between 15% and 20% are considered desirable.
Be Aware
Net Income is used.
Because a company can increase its Return-on-Tangible-Equity by having more financial leverage, it is important to watch the leverage ratio when investing in high Return-on-Tangible-Equity companies. Like Return-on-Tangible-Asset, Return-on-Tangible-Equity is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.
Asset light businesses require very few assets to generate very high earnings. Their Return-on-Tangible-Equitys can be extremely high.
The Australian Wealth Advisors Group Return-on-Tangible-Equity Related Terms
The Australian Wealth Advisors Group Return-on-Tangible-Equity Historical Data
* 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.
The Australian Wealth Advisors Group Return-on-Tangible-Equity Chart
The Australian Wealth Advisors Group Annual Data
Trend
Jun22
Jun23
Jun24
Jun25
Return-on-Tangible-Equity
0.00
4.14
-5.37
17.34
The Australian Wealth Advisors Group Semi-Annual Data
ASX:WAG vs BLK, BX, KKR: Return-on-Tangible-Equity Comparison
For the Asset Management subindustry, The Australian Wealth Advisors Group's Return-on-Tangible-Equity, along with its competitors' market caps and Return-on-Tangible-Equity data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
The Australian Wealth Advisors Group Return-on-Tangible-Equity vs Asset Management Industry
For the Asset Management industry and Financial Services sector, The Australian Wealth Advisors Group's Return-on-Tangible-Equity distribution charts can be found below:
* The bar in red indicates where The Australian Wealth Advisors Group's Return-on-Tangible-Equity falls into.
* 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.
In the calculation of annual Return-on-Tangible-Equity, the net income of the last fiscal year and the average total shareholder tangible equity over the fiscal year are used. In calculating the quarterly data,
the net income data used here is two times the semi-annual (Dec. 2025) net income data.
Return-on-Tangible-Equity is displayed in the 10-year financial page.
What does a Return-on-Tangible-Equity of 15.09% mean?
The Australian Wealth Advisors Group (ASX:WAG) has a Return-on-Tangible-Equity of 15.09% as of Dec. 2025. Return on tangible equity is the ratio of current-period net income to average two-period tangible equity. View historical data on The Australian Wealth Advisors Group and its competitors. This is 264% above median its historical median of 4.14. According to the industry distribution chart, The Australian Wealth Advisors Group ranks #499 out of 1590 companies in the Asset Management industry, placing it in the top 31.4%.
Is The Australian Wealth Advisors Group's Return-on-Tangible-Equity too high?
The Australian Wealth Advisors Group's current Return-on-Tangible-Equity of 15.09% is 264% above median its 10-year median of 4.14. The Asset Management industry median Return-on-Tangible-Equity is 7.12. The Australian Wealth Advisors Group's value of 15.09% is 111.9% above this industry median. Based on the distribution chart, The Australian Wealth Advisors Group ranks #499 out of 1590 companies in the Asset Management industry, which is above the industry midpoint. Overall, The Australian Wealth Advisors Group has a GF Score™ of 19/100, reflecting its overall financial health beyond just this single metric.
How does The Australian Wealth Advisors Group's Return-on-Tangible-Equity compare to BLK and BX?
According to the Asset Management industry distribution chart, The Australian Wealth Advisors Group ranks #499 out of 1590 companies for Return-on-Tangible-Equity. This puts The Australian Wealth Advisors Group in the upper half of its industry. The industry median Return-on-Tangible-Equity is 7.12. The Australian Wealth Advisors Group's value of 15.09% is 111.9% above this benchmark. While the company's 10-year median is 4.14 vs. the industry median of 7.12, The Australian Wealth Advisors Group has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Return-on-Tangible-Equity for an Asset Management company?
The median Return-on-Tangible-Equity among Asset Management companies is 7.12, based on 1,590 companies in the industry. Companies in the top quartile (top 25%) have a Return-on-Tangible-Equity significantly above this median, while those in the bottom quartile fall well below. However, Return-on-Tangible-Equity should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. The Australian Wealth Advisors Group's current Return-on-Tangible-Equity of 15.09% is 111.9% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Return-on-Tangible-Equity mean?
A high Return-on-Tangible-Equity can signal that a stock is expensive relative to its fundamentals. Return on tangible equity is the ratio of current-period net income to average two-period tangible equity. View historical data on The Australian Wealth Advisors Group and its competitors. For the Asset Management industry, the median Return-on-Tangible-Equity is 7.12 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. The Australian Wealth Advisors Group's current Return-on-Tangible-Equity is 15.09%, which is 264% above median its own 10-year median of 4.14. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is The Australian Wealth Advisors Group stock overvalued right now?
The Australian Wealth Advisors Group (ASX:WAG) has a current Return-on-Tangible-Equity of 15.09%. The current Return-on-Tangible-Equity is 15.09%, which is 264% above median its 10-year median of 4.14 and 111.9% above the Asset Management industry median of 7.12. The Australian Wealth Advisors Group's overall GF Score™ is 19/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Return-on-Tangible-Equity calculated?
Return-on-Tangible-Equity is calculated from a company's financial statements. For The Australian Wealth Advisors Group (ASX:WAG), the current Return-on-Tangible-Equity is 15.09% 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.
The Australian Wealth Advisors Group Business Description
The Australian Wealth Advisors Group Ltd is a Financial Management Firm. Its passion and expertise are providing attentive financial planning and advisory services on asset allocation and Asset Management. The operating segment includes the investment and funds management segment and the Wealth Management support services segment.
19GF Score
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