Clearview Wealth Limited (AU:CVW)
ASX:CVW
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Clearview Wealth Limited
(Sydney:CVW)
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Rating:56Neutral
Price Target:
AU$0.55
▼(-12.54% Downside)
Action:ReiteratedDate:10/31/25
The overall stock score is primarily influenced by the company's financial performance challenges, which significantly impact its liquidity and profitability. While technical indicators show a positive trend, the high P/E ratio suggests overvaluation, limiting the stock's appeal. The absence of earnings call data and corporate events means these factors do not influence the score.
Positive Factors
Profit Margins
Despite severe revenue disruption, the company reports positive gross and net margins. Sustained margins suggest the business can price or control costs effectively, preserving cash generation potential as volumes recover and supporting longer-term profitability if revenue stabilizes.
Negative Factors
Revenue Collapse
A ~94% revenue drop is a structural red flag that erodes scale advantages, weakens market position, and limits ability to absorb fixed costs. Rebuilding top-line is critical; prolonged revenue shortfall would impair long-term cash generation, investor confidence, and viability of existing margins.
Read all positive and negative factors
Positive Factors
Negative Factors
Profit Margins
Despite severe revenue disruption, the company reports positive gross and net margins. Sustained margins suggest the business can price or control costs effectively, preserving cash generation potential as volumes recover and supporting longer-term profitability if revenue stabilizes.
Read all positive factors
Clearview Wealth Limited (CVW) vs. iShares MSCI Australia ETF (EWA)
Market Cap
AU$371.65M
Dividend YieldN/A
Average Volume (3M)816.59K
Price to Earnings (P/E)10.2
Beta (1Y)<0.01
Revenue Growth0.63%
EPS GrowthN/A
CountryAU
EmployeesN/A
SectorFinancial
Sector Strength70
IndustryFinancial - Conglomerates
Share Statistics
EPS (TTM)0.04
Shares Outstanding628,069,500
10 Day Avg. Volume490,465
30 Day Avg. Volume816,594
Financial Highlights & Ratios
PEG Ratio2.34
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 Target
AU$0.73Price Target Upside15.87% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering1
EPS Forecast (FY)0.07
Revenue Forecast (FY)AU$452.00M
Clearview Wealth Limited Business Overview & Revenue Model
Company Description
ClearView Wealth Limited provides life insurance, superannuation, and investments products and services in Australia. It operates through two segments, Life Insurance and Wealth Management. The Life Insurance segment provides life insurance protec...
How the Company Makes Money
Clearview Wealth Limited generates revenue through several key streams. Primarily, the company earns fees from asset management services, which are typically charged as a percentage of assets under management (AUM). Additionally, CVW charges advis...
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 | 7.97M | 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
0.63
Price Trends
0.58
Positive
0.57
Positive
0.54
Positive
Market Momentum
0.02
Positive
63.56
Neutral
33.33
Neutral
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 0.63 is above the 20-day moving average (MA) of 0.63, above the 50-day MA of 0.58, and above the 200-day MA of 0.54, indicating a bullish trend. The MACD of 0.02 indicates Positive momentum. The RSI at 63.56 is Neutral, neither overbought nor oversold. The STOCH value of 33.33 is Neutral, 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 |
|---|---|---|---|---|---|---|---|
73 Outperform | AU$315.04M | 9.55 | 32.32% | 4.00% | 10.61% | 23.34% | |
68 Neutral | $18.00B | 11.42 | 9.92% | 3.81% | 9.73% | 1.22% | |
57 Neutral | AU$30.64M | -35.94 | -1.33% | 14.29% | -0.40% | ― | |
56 Neutral | AU$371.65M | 10.16 | 0.24% | ― | 0.63% | ― | |
54 Neutral | AU$292.18M | 10.89 | 12.36% | 2.86% | -26.30% | 40.12% | |
52 Neutral | AU$321.73M | 9.65 | 15.42% | 2.81% | 24.56% | 59.32% |
* Financial Sector Average
AU:CVW
Clearview Wealth Limited
0.63
0.15
31.25%
AU:KSL
Kina Securities Ltd.
1.19
0.14
12.86%
AU:PPS
Praemium Ltd
0.66
-0.04
-5.85%
AU:COG
COG Financial Services Limited
1.37
0.34
32.62%
AU:SEQ
Sequoia Financial Group Ltd.
0.25
-0.09
-26.69%
AU:FID
Fiducian Group Ltd
9.98
0.69
7.38%
Clearview Wealth Limited Corporate Events
Zurich moves to acquire ClearView in A$415m scheme backed by board and major shareholder
Feb 24, 2026
ClearView Wealth Limited has agreed a scheme implementation deed under which Zurich Financial Services Australia, a subsidiary of Zurich Insurance Group, will acquire all ClearView shares via a court-approved scheme of arrangement. The offer value...
ClearView Wealth Director Gary Burg Steps Down but Retains Significant Indirect Stakes
Feb 20, 2026
ClearView Wealth has announced the cessation of director Gary Zalman Burg, effective 20 February 2026, and lodged a final director’s interest notice with the ASX. The filing confirms Burg holds no shares directly but maintains substantial in...
ClearView Wealth Director Gary Burg Resigns After 14 Years
Feb 20, 2026
ClearView Wealth Limited has announced the resignation of director Gary Burg, effective immediately, reducing the board to seven members, of whom four are independent. Chairman Geoff Black thanked Burg for his 14 years of service, highlighting his...
ClearView sets date for HY26 results release and investor briefing
Feb 3, 2026
ClearView Wealth Limited has announced it will release its half-year 2026 financial results before the market opens on 26 February 2026, followed by an investor teleconference later that morning hosted by Managing Director Nadine Gooderick and Chi...
ClearView Wealth Cancels 254,000 Shares Under Employee Scheme Buy-Back
Jan 6, 2026
ClearView Wealth Limited has cancelled 254,000 ordinary fully paid shares following an employee share scheme buy-back dated 5 January 2026, as disclosed in its latest capital notification to the ASX. The move marginally reduces the company’s...
Clearview Wealth Completes Selective Buy-Back of 254,000 Shares
Jan 6, 2026
Clearview Wealth Limited has provided a final update on its previously announced selective share buy-back of its ordinary fully paid shares. The company confirmed that it has repurchased a total of 254,000 shares for an aggregate consideration of ...
Clearview Wealth Limited Announces Selective Share Buy-Back
Dec 11, 2025
Clearview Wealth Limited has announced a selective buy-back of its ordinary fully paid shares, as indicated by the ASX security code CVW. This strategic move is likely aimed at optimizing the company’s capital structure and potentially enhan...
ClearView Completes Cloud Platform Migration, Embraces Tech-Driven Growth
Nov 25, 2025
ClearView Wealth Limited has successfully completed the migration of its in-force portfolios to a new cloud-based core insurance platform. This transformation marks a shift towards technology-led growth, enhancing digital experiences for advisers ...
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.