Netwealth Group (ASX:NWL) Total Assets: A$306.5 Mil (As of Dec. 2025)


ASX:NWL Netwealth Group Ltd ASX:NWL
88 GF Score
Price A$22.63
GF Value A$35.31
Valuation Significantly Undervalued
! 2 Warning Signs
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What is Netwealth Group Total Assets?

Netwealth Group ASX:NWL +4.00% 88 Total Assets is A$306.5 Mil as of Dec. 2025. GuruFocus rates ASX:NWL with a GF Score™ of 88/100 and a GF Value™ of A$35.31 (Significantly Undervalued). The stock has 2 warning signs investors should review.

Netwealth Group's Total Assets for the quarter that ended in Dec. 2025 was A$306.5 Mil.

Warning Sign:

If a company builds assets at 22.5% a year, faster than its revenue growth rate of 19.9% over the past 5 years, it means that the company may be getting less efficient.

During the past 12 months, Netwealth Group's average Total Assets Growth Rate was 42.40% per year. During the past 3 years, the average Total Assets Growth Rate was 21.70% per year. During the past 5 years, the average Total Assets Growth Rate was 22.50% per year.

During the past 8 years, Netwealth Group's highest 3-Year average Total Assets Growth Rate was 30.20%. The lowest was 11.20%. And the median was 27.30%.

Total Assets is connected with ROA %. Netwealth Group's annualized ROA % for the quarter that ended in Dec. 2025 was -1.54%. Total Assets is also linked to Revenue through Asset Turnover. Netwealth Group's Asset Turnover for the quarter that ended in Dec. 2025 was 0.65.


Netwealth Group  (ASX:NWL) Total Assets Explanation

Total Assets is connected with ROA %.

Netwealth Group's annualized ROA % for the quarter that ended in Dec. 2025 is

ROA %=Net Income (Q: Dec. 2025 )/( (Total Assets (Q: Jun. 2025 )+Total Assets (Q: Dec. 2025 ))/ count )
=-4.346/( (257.318+306.452)/ 2 )
=-4.346/281.885
=-1.54 %

Note: The Net Income data used here is two times the semi-annual (Dec. 2025) data.

In the article Joining The Dark Side: Pirates, Spies and Short Sellers, James Montier reported that In their US sample covering the period 1968-2003, Cooper et al find that firms with low asset growth outperformed firms with high asset growth by an astounding 20% p.a. equally weighted. Even when controlling for market, size and style, low asset growth firms outperformed high asset growth firms by 13% p.a. Therefore a company with fast asset growth may underperform.

Total Assets is linked to total revenue through Asset Turnover.

Netwealth Group's Asset Turnover for the quarter that ended in Dec. 2025 is

Asset Turnover
=Revenue (Q: Dec. 2025 )/( (Total Assets (Q: Jun. 2025 )+Total Assets (Q: Dec. 2025 ))/ count )
=184.394/( (257.318+306.452)/ 2 )
=184.394/281.885
=0.65

* 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.

Therefore, if a company grows its Total Assets faster than its Revenue, the Asset Turnover will decline. This might be a warning sign for the business.

Netwealth Group Total Assets Related Terms


Netwealth Group Total Assets Historical Data

* Premium members only.

The historical data trend for Netwealth Group's Total Assets 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 Total Assets Chart

Netwealth Group Annual Data
Trend Jun18 Jun19 Jun20 Jun21 Jun22 Jun23 Jun24 Jun25
Total Assets
Get a 7-Day Free Trial 131.12 136.20 161.89 189.49 257.32

Netwealth Group Semi-Annual Data
Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
Total Assets 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 179.27 189.49 228.36 257.32 306.45
ASX:NWL
88GF Score
Netwealth Group Ltd ASX:NWL
Total Assets is just one metric. See GF Score™, valuation, warning signs, and more.
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Netwealth Group Total Assets Calculation

Total Assets are all the assets a company owns.

From the capital sources of the assets, some of the assets are funded through shareholder's paid in capital and retained earnings of the business. Others are funded through borrowed money.

Netwealth Group's Total Assets for the fiscal year that ended in Jun. 2025 is calculated as

Total Assets=Total Equity (A: Jun. 2025 )+Total Liabilities (A: Jun. 2025 )
=199.137+58.181
=257.3

Netwealth Group's Total Assets for the quarter that ended in Dec. 2025 is calculated as

Total Assets=Total Equity (Q: Dec. 2025 )+Total Liabilities (Q: Dec. 2025 )
=149.557+156.895
=306.5

* 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.

Frequently Asked Questions Learn more about Total Assets →
What does a Total Assets of A$306.5 Mil mean?
Netwealth Group (ASX:NWL) has a Total Assets of A$306.5 Mil as of Dec. 2025. The total amount of assets as recorded on a company's balance sheet. View historical data on Netwealth Group and its competitors.
Is Netwealth Group's Total Assets too high?
Netwealth Group's current Total Assets is A$306.5 Mil. Overall, Netwealth Group has a GF Score™ of 88/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Netwealth Group's Total Assets compare to UBER and SHOP?
Netwealth Group's Total Assets of A$306.5 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 Total Assets for a Software company?
A good Total Assets depends on the Software industry context. However, Total Assets 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 Total Assets mean?
A high Total Assets can signal that a stock is expensive relative to its fundamentals. The total amount of assets as recorded on a company's balance sheet. View historical data on Netwealth Group and its competitors. Netwealth Group's current Total Assets is A$306.5 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$35.31, compared to a current price of A$22.63 — trading 35.9% below its estimated fair value. The current Total Assets is A$306.5 Mil. Netwealth Group's overall GF Score™ is 88/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Total Assets calculated?
Total Assets is calculated from a company's financial statements. For Netwealth Group (ASX:NWL), the current Total Assets is A$306.5 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$22.63 is trading 35.9% below its estimated GF Value™ of A$35.31. GuruFocus considers Netwealth Group to be Significantly Undervalued.

Key valuation signals for ASX:NWL:

  • Total Assets: A$306.5 Mil
  • GF Value™: A$35.31 vs. price of A$22.63 (35.9% below fair value)
  • GF Score™: 88/100 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.
88GF Score

Get the complete analysis for ASX:NWL

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

A$22.63
Price
A$35.31
GF Value