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Clearview Wealth Limited
(Sydney:CVW)
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Rating:45Neutral
Price Target:
AU$0.63
▼(-0.94% Downside)
Action:Reiterated
Date:08/04/26
The score is held down primarily by weak financial performance (notably the sharp revenue decline and negative operating/free cash flow) and very expensive valuation (P/E ~433x with no dividend yield provided). Technicals provide some support as the stock is trading above key moving averages with mildly positive momentum, but this is not enough to offset the fundamental and valuation risks.
Positive Factors
Manageable leverage / solid capital structure
A moderate debt-to-equity ratio and stable equity base provide structural financial flexibility. Manageable leverage helps the company fund operations, absorb shocks and pursue strategic moves without immediate refinancing pressure, preserving long-term optionality for capital allocation.
Negative Factors
Severe revenue decline
A near-total collapse in revenue materially shrinks the firm’s operating scale and undermines pricing power and economies of scale. Persistently low top-line levels impair ability to cover fixed costs, invest in growth, and sustain long-term profitability without a credible recovery plan.
Read all positive and negative factors
Positive Factors
Negative Factors
Manageable leverage / solid capital structure
A moderate debt-to-equity ratio and stable equity base provide structural financial flexibility. Manageable leverage helps the company fund operations, absorb shocks and pursue strategic moves without immediate refinancing pressure, preserving long-term optionality for capital allocation.
Read all positive factors
Clearview Wealth Limited (CVW) vs. iShares MSCI Australia ETF (EWA)
Market Cap
AU$391.99M
Dividend YieldN/A
Average Volume (3M)816.59K
Price to Earnings (P/E)433.3
Beta (1Y)0.02
Revenue Growth12.63%
EPS Growth-90.91%
CountryAU
Employees552
SectorFinancial
Sector Strength70
IndustryInsurance - Life
Share Statistics
EPS (TTM)<0.01
Shares Outstanding641,214,500
10 Day Avg. Volume490,465
30 Day Avg. Volume816,594
Financial Highlights & Ratios
PEG Ratio-0.22
Price to Book (P/B)0.85
Price to Sales (P/S)12.58
P/FCF Ratio-0.22
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)0.09
Revenue Forecast (FY)AU$501.10M
Clearview Wealth Limited Business Overview & Revenue Model
Company Description
ClearView Wealth Limited is an Australian financial services company that delivers life insurance, superannuation, and investment solutions. Its operations are structured into two primary divisions: Life Insurance and Wealth Management. The Life I...
How the Company Makes Money
null...
Clearview Wealth Limited Financial Statement Overview
Summary
Income Statement
45
Neutral
Balance Sheet
60
Neutral
Cash Flow
30
Negative
| Breakdown | TTM | Jun 2025 | Jun 2024 | Jun 2023 | Jun 2022 | Jun 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 449.43M | 23.70M | 404.13M | 330.75M | 318.34M | 397.25M |
| Gross Profit | -150.25M | 5.87M | 26.09M | 120.42M | 93.73M | 184.66M |
| EBITDA | 10.95M | 46.32M | 23.00M | 29.59M | 31.20M | 12.23M |
| Net Income | 852.00K | 8.17M | -12.45M | 17.11M | 21.18M | 6.68M |
Balance Sheet | ||||||
| Total Assets | 1.04B | 1.07B | 2.83B | 2.58B | 2.57B | 2.80B |
| Cash, Cash Equivalents and Short-Term Investments | 191.97M | 213.14M | 101.12M | 94.52M | 150.74M | 120.50M |
| Total Debt | 157.32M | 194.54M | 111.12M | 98.80M | 101.02M | 103.52M |
| Total Liabilities | 687.48M | 717.27M | 2.48B | 2.10B | 1.44B | 1.55B |
| Stockholders Equity | 348.29M | 349.80M | 353.16M | 485.30M | 481.10M | 459.43M |
Cash Flow | ||||||
| Free Cash Flow | -1.26B | -1.37B | -8.02M | 49.59M | 317.42M | 263.43M |
| Operating Cash Flow | -1.26B | -1.36B | 3.86M | 62.80M | 330.00M | 269.13M |
| Investing Cash Flow | 1.34B | 1.44B | 137.06M | 107.14M | -171.74M | -365.13M |
| Financing Cash Flow | -25.92M | 15.71M | -167.24M | -181.82M | -128.03M | 30.05M |
Clearview Wealth Limited Technical Analysis
Positive
0.64
Price Trends
0.64
Positive
0.64
Positive
0.60
Positive
Market Momentum
<0.01
Positive
57.18
Neutral
100.00
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:CVW, the sentiment is Positive. The current price of 0.64 is below the 20-day moving average (MA) of 0.65, below the 50-day MA of 0.64, and above the 200-day MA of 0.60, indicating a bullish trend. The MACD of <0.01 indicates Positive momentum. The RSI at 57.18 is Neutral, neither overbought nor oversold. The STOCH value of 100.00 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AU:CVW.
Clearview Wealth Limited Peers Comparison
UnderperformOutperform
Sector (68)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
68 Neutral | $18.00B | 11.42 | 9.92% | 3.81% | 9.73% | 1.22% | |
66 Neutral | AU$73.54M | 15.84 | 13.05% | 7.63% | 12.06% | -41.22% | |
65 Neutral | AU$7.03B | 62.17 | 19.71% | 0.82% | 23.25% | 50.21% | |
62 Neutral | AU$106.05M | 20.43 | 5.62% | ― | 19.44% | -63.67% | |
58 Neutral | AU$348.54M | 19.70 | 15.42% | 3.72% | 12.61% | 69.59% | |
53 Neutral | AU$5.59B | 30.32 | 5.08% | 1.87% | -4.68% | 4.33% | |
45 Neutral | AU$391.99M | 433.33 | 0.24% | ― | 12.63% | -90.91% |
* Financial Sector Average
AU:CVW
Clearview Wealth Limited
0.65
0.19
41.30%
AU:AMP
AMP
2.35
0.63
36.39%
AU:HUB
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79.94
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-26.49%
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0.74
0.08
12.46%
AU:NOL
NobleOak Life Ltd
1.13
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AU:CAF
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0.33
-0.07
-16.46%
Clearview Wealth Limited Corporate Events
Clearview Confirms Effective Scheme as Zurich Takeover Advances
Jul 31, 2026
Clearview Wealth Limited has confirmed that the scheme of arrangement for its acquisition by Zurich Financial Services Australia Limited has become effective following approval by shareholders and the court. As a result, conditions tied to a previ...
Clearview Wealth Reports Lapse of 3.14 Million Performance Rights
Jul 31, 2026
Clearview Wealth Limited has reported the lapse of 3,140,211 performance rights, designated as CVWAA securities, following the failure or impossibility of satisfying the conditional requirements attached to those rights. The cessation, effective 3...
Clearview Wealth Issues New Shares Following Option Conversions
Jul 31, 2026
Clearview Wealth Limited has issued 322,769 new ordinary fully paid shares following the exercise and conversion of previously unquoted options or other convertible securities. The issuance, notified to the ASX under an Appendix 3G on July 31, 202...
Clearview Wealth Expands ASX-Listed Share Base
Jul 31, 2026
Clearview Wealth Limited has applied for quotation of 13,144,972 new ordinary fully paid shares on the Australian Securities Exchange, with an issue date of July 31, 2026. The additional securities, issued following the exercise or conversion of e...
Court clears Zurich’s acquisition of ClearView Wealth
Jul 30, 2026
ClearView Wealth Limited has received Supreme Court of New South Wales approval for a scheme of arrangement under which Zurich Financial Services Australia will acquire all ClearView shares. The deal will see ClearView cease trading on the ASX, wi...
ClearView shareholders back Zurich takeover as court approval looms
Jul 27, 2026
ClearView Wealth Limited shareholders have overwhelmingly backed a proposed scheme of arrangement under which Zurich Financial Services Australia will acquire all ClearView shares. At the scheme meeting, 92.96% of shareholders present and voting, ...
ClearView Board Backs Zurich Takeover Ahead of Shareholder Vote
Jul 26, 2026
ClearView Wealth Limited has convened a hybrid scheme meeting in Sydney and online for shareholders to vote on the proposed acquisition of all ClearView shares by Zurich Financial Services Australia Limited. The deal, first announced in February 2...
ClearView sets court date for Zurich takeover approval
Jul 24, 2026
ClearView Wealth Limited has provided an update on the proposed acquisition of all its shares by Zurich Financial Services Australia via a members’ scheme of arrangement. The company confirmed that, following a shareholder vote scheduled for...
ClearView sets special dividend as Zurich takeover advances with major shareholder backing
Jul 24, 2026
ClearView Wealth has confirmed it will pay a fully franked special dividend of $0.05 per share, conditional on the effectiveness of Zurich Financial Services Australia’s proposed scheme-of-arrangement acquisition of the company. If implement...
ClearView gains key regulatory approval for Zurich takeover
Jul 22, 2026
ClearView Wealth Limited has confirmed that Australia’s Treasurer has approved Zurich Financial Services Australia’s proposed acquisition of all ClearView shares via a scheme of arrangement, satisfying a key regulatory condition under ...
JPMorgan Exits Substantial Holder Position in Clearview Wealth
Jul 1, 2026
Clearview Wealth Limited has disclosed that JPMorgan Chase Co. and its affiliates have ceased to be a substantial holder in the company, following changes in relevant interests linked to client securities rehypothecated under a prime brokerage ag...
ClearView advances Zurich takeover as scheme booklet cleared by ASIC
Jun 23, 2026
ClearView Wealth Limited has advanced its proposed acquisition by Zurich Financial Services Australia, with the Scheme Booklet for the members’ scheme of arrangement now registered by ASIC. The document outlines the $0.65-per-share cash cons...
Court clears path for Zurich’s takeover of ClearView Wealth
Jun 22, 2026
ClearView Wealth Limited has secured Supreme Court of New South Wales orders to convene a shareholder meeting and distribute a scheme booklet for Zurich Financial Services Australia’s proposed acquisition of all ClearView shares via a scheme...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.