Netwealth Group Ltd. (AU:NWL)
ASX:NWL
NWL Stock Chart & Stats
AU$21.22
AU$0.64(2.15%)
At close: 4:00 PM EST
AU$21.22
AU$0.64(2.15%)
Day’s Range― - ―
52-Week RangeAU$19.81 - AU$38.30
Previous CloseN/A
Volume230.90K
Average Volume (3M)820.12K
Market Cap
AU$5.21B
Enterprise ValueAU$5.07B
Total Cash (Recent Filing)AU$183.43M
Total Debt (Recent Filing)AU$22.96M
Price to Earnings (P/E)―
Beta2.07
Next Earnings
Aug 26, 2026EPS Estimate
0.26Next Dividend Ex-DateN/A
Dividend Yield1.45%
Share Statistics
EPS (TTM)>-0.01
Shares Outstanding245,392,700
10 Day Avg. Volume699,179
30 Day Avg. Volume820,116
Financial Highlights & Ratios
PEG Ratio1.71
Price to Book (P/B)41.27
Price to Sales (P/S)26.31
P/FCF Ratio69.09
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
AU$28.87Price Target Upside36.05% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering12
EPS Forecast (FY)0.54
Revenue Forecast (FY)AU$394.92M
Bulls Say, Bears Say
Bulls Say
Strong Cash GenerationRobust free cash flow (up 23.2%) shows the platform converts earnings into cash reliably. This durable cash generation supports ongoing platform investment, client servicing, dividends or buybacks and reduces refinancing risk, enabling multi-quarter reinvestment in growth and technology.
High Return On EquityAn ROE of ~58.5% indicates very efficient use of shareholder capital and strong profitability. For a fee-based wealth platform this suggests pricing power and operational leverage, enabling sustainable reinvestment in product and adviser tools and supporting durable shareholder returns if retention holds.
Recurring Revenue And Margin StrengthConsistent revenue growth (8.7%) combined with high gross and net margins underscores a scalable, recurring-fee platform model. Recurring platform and admin fees provide predictable revenue streams that compound as AUM and adviser adoption grow, supporting margin sustainability and long-term operating leverage.
Bears Say
EPS Decline / Earnings VolatilityA sharp EPS decline (~-44%) highlights meaningful earnings volatility or one-off impacts that undermine earnings predictability. For a business reliant on recurring fees, such swings can constrain capital allocation, weaken confidence in sustainable payout capacity and signal profit sensitivity to operational or market shocks.
Dependence On Asset Flows And MarketsRevenue is structurally tied to net flows and market valuations, making earnings sensitive to market cycles and adviser behaviour. This dependence raises the risk that downturns or weaker inflows materially slow revenue and fee growth over the medium term, reducing margin visibility and hindering consistent expansion.
Gradual Rise In Debt To MonitorWhile current leverage is low (debt/equity ~0.068), the noted gradual increase in debt warrants monitoring. Persisting upward debt trends could erode the company's conservative balance sheet, raise interest and refinancing exposure, and constrain flexibility for M&A or shareholder returns over the medium term.
Netwealth Group Ltd. News
NWL FAQ
What was Netwealth Group Ltd.’s price range in the past 12 months?
Netwealth Group Ltd. lowest share price was AU$19.80 and its highest was AU$38.30 in the past 12 months.
What is Netwealth Group Ltd.’s market cap?
Netwealth Group Ltd.’s market cap is AU$5.21B.
When is Netwealth Group Ltd.’s upcoming earnings report date?
Netwealth Group Ltd.’s upcoming earnings report date is Aug 26, 2026 which is in 142 days.
How were Netwealth Group Ltd.’s earnings last quarter?
Netwealth Group Ltd. released its earnings results on Feb 17, 2026. The company reported -AU$0.009 earnings per share for the quarter, missing the consensus estimate of AU$0.263 by -AU$0.272.
Is Netwealth Group Ltd. overvalued?
According to Wall Street analysts Netwealth Group Ltd.’s price is currently Undervalued.
Does Netwealth Group Ltd. pay dividends?
Netwealth Group Ltd. pays a Semiannually dividend of AU$0.21 which represents an annual dividend yield of 1.45%. See more information on Netwealth Group Ltd. dividends here
What is Netwealth Group Ltd.’s EPS estimate?
Netwealth Group Ltd.’s EPS estimate is 0.26.
How many shares outstanding does Netwealth Group Ltd. have?
Netwealth Group Ltd. has 245,392,700 shares outstanding.
What happened to Netwealth Group Ltd.’s price movement after its last earnings report?
Netwealth Group Ltd. reported an EPS of -AU$0.009 in its last earnings report, missing expectations of AU$0.263. Following the earnings report the stock price went up 13.576%.
Which hedge fund is a major shareholder of Netwealth Group Ltd.?
Currently, no hedge funds are holding shares in AU:NWL
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Netwealth Group Ltd. Stock Smart Score
Neutral
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Analyst Consensus
Moderate Buy
Average Price Target:
AU$28.87 (36.05% Upside)
AU$28.87 (36.05% Upside)
Blogger Sentiment
Bullish
AU:NWL Sentiment 100%
Sector Average 66%
Sector Average 66%
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Negative
20 days / 200 days
Momentum
17.51%
12-Months-Change
Fundamentals
Return on Equity
32.56%
Trailing 12-Months
Asset Growth
34.19%
Trailing 12-Months
Company Description
Netwealth Group Ltd.
Netwealth Group Limited, a financial services company, engages in the wealth management business in Australia. It offers financial intermediation services; superannuation products; managed accounts; and managed funds, as well as investor directed portfolio services. The company also provides investment wrap products for self-managed super fund (SMSF) clients; investment options, such as listed and international securities, managed account models, managed funds, term deposits, premium services, and investor rewards; insurance products; forms and disclosure documents; and resources and tools, as well as insurance, advisory, licensee, and private wealth solutions. In addition, it offers a superannuation master fund, separately managed accounts, and self-managed superannuation and non-custodial administration services; and portfolio management tools, performance tools, investment research tools, and mobile access tools. The company provides its financial services to investors and non-institutional intermediaries, including financial advisers, private clients, and high net worth firms. Netwealth Group Limited was founded in 1999 and is headquartered in Melbourne, Australia.
NWL Stock 12 Month Forecast
Average Price Target
AU$28.87
▲(36.05% Upside)
Technical Analysis
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Options Prices
Currently, No data available
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