WT Financial Group (ASX:WTL) Risk Assessment


ASX:WTL WT Financial Group Ltd ASX:WTL
53 GF Score
Price A$0.14
GF Value A$0.13
Valuation Fairly Valued
! 2 Warning Signs
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What is WT Financial Group Risk Assessment?

Risk Assessment represents the investment risk of a stock derived from our exclusive method. It suggests how risky the investment opportunity is based on the valuation and the fundamental performance of the stock. It is derived from following key aspects:

1. GuruFocus internally developed valuations of the stock, such as GF valuation.
2. Quality Rank, a business quality indicator developed by GuruFocus.
3. Fundamental performance: Piotroski F-Score, Altman Z-Score, Beneish M-Score, etc.
4. Growth opportunities: 5-year revenue growth rate, 5-Year EPS without NRI Growth Rate, etc.

Value investors are always willing to find undervalued stocks. However, not all the undervalued stocks are good deals, we should also be careful of how risky the investment opportunity is. We believe that if the company's financial strength and profitability are strong, and the stock price is within a reasonable range of the GF valuation, or stock has a high return with its price being undervalued, then it might be a good investment opportunity with low risk.

Based on those aspects listed above, GuruFocus believes the risk assessment of WT Financial Group is: Low Risk: Strong fundamentals, worth long-term holding.

WT Financial Group  (ASX:WTL) Risk Assessment Explanation

Based on the four aspects listed above, GuruFocus provides the following 7 evaluations:

All-in-One Screener Examples (1)
Low Risk: Strong fundamentals, worth long-term holding
Moderate Risk: Sensitive, better choose undervalued stock
High Risk: High uncertainty with risk-return tradeoff
High Risk: Good fundamentals, beware of shrinking business
High Risk: Sensitive to economic or industry trends
High Risk: High uncertainty
No Data: Cannot be evaluated

(1) These are some simple examples. You can access our Risk Assessment filter under All-in-One Screener’s Fundamental tab and set your own criteria.

WT Financial Group Risk Assessment Related Terms

ASX:WTL vs BLK, BX, KKR: Risk Assessment Comparison

For the Asset Management subindustry, WT Financial Group's Risk Assessment, along with its competitors' market caps and Risk Assessment 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.

WT Financial Group Risk Assessment vs Asset Management Industry

For the Asset Management industry and Financial Services sector, WT Financial Group's Risk Assessment distribution charts can be found below:

* The bar in red indicates where WT Financial Group's Risk Assessment falls into.


ASX:WTL
53GF Score
WT Financial Group Ltd ASX:WTL
Risk Assessment is just one metric. See GF Score™, valuation, warning signs, and more.
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Is WT Financial Group (ASX:WTL) Overvalued in 2026?

Based on GuruFocus' analysis, WT Financial Group stock appears to be overvalued. The current stock price of A$0.14 is trading 7.7% above its estimated GF Value™ of A$0.13. GuruFocus considers WT Financial Group to be Fairly Valued.

Key valuation signals for ASX:WTL:

  • Risk Assessment:
  • GF Value™: A$0.13 vs. price of A$0.14 (7.7% above fair value)
  • GF Score™: 53/100 with 2 warning signs

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

WT Financial Group Business Description

Address 95 Pitt Street, Level 5, Australia Square Plaza Building, Sydney, NSW, AUS, 2000
WT Financial Group Ltd is a diversified financial services company. The company's operating segment includes Business to Business (B2B), Direct to Consumer (B2C), and All other. It derives a majority of its revenue from the Business to Business (B2B) services segment which includes services like financial planning, investment advice, product sales, licensing services, and product offerings delivered to independently owned financial advice practices through its Wealth today, Sentry, Synchron, and M3 advice divisions. In its Direct to Consumer business segment, the company provides various financial advice, mortgage broking, tax, and accounting services directly to wholesale and retail clients under the Spring Financial Group brand.
53GF Score

Get the complete analysis for ASX:WTL

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

A$0.14
Price
A$0.13
GF Value