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Sequoia Financial Group Ltd. (AU:SEQ)
ASX:SEQ
Australian Market

Sequoia Financial Group Ltd. (SEQ) AI Stock Analysis

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AU

Sequoia Financial Group Ltd.

(Sydney:SEQ)

Rating:59Neutral
Price Target:
AU$0.50
▲(38.89%Upside)
Sequoia Financial Group Ltd. demonstrates positive revenue growth and improved profitability, but faces challenges with negative operating cash flows and a negative P/E ratio. Technical indicators suggest stable, yet cautious market sentiment. The high dividend yield is a positive, but does not offset the concerns about profitability.

Sequoia Financial Group Ltd. (SEQ) vs. iShares MSCI Australia ETF (EWA)

Sequoia Financial Group Ltd. Business Overview & Revenue Model

Company DescriptionSequoia Financial Group Ltd. (SEQ) is a diversified financial services company based in Australia. It operates across several sectors, including wealth management, corporate advisory, and financial planning. The company offers a range of services such as investment advice, superannuation, insurance, and taxation solutions tailored to meet the needs of individual investors, businesses, and institutions.
How the Company Makes MoneySequoia Financial Group Ltd. generates its revenue through a variety of streams primarily centered around financial services. The company earns money by providing advisory and management services, charging fees for investment and superannuation products, and earning commissions from insurance and financial planning services. Significant partnerships with financial institutions and a broad client base also contribute to its income, allowing it to offer bundled services and leverage scale for better pricing and profitability.

Sequoia Financial Group Ltd. Financial Statement Overview

Summary
Sequoia Financial Group Ltd. shows a strong recovery trajectory in profitability and revenue growth. Despite negative operating cash flows, financial stability is reinforced by a robust equity position and minimal debt usage. Future focus on operational cash flow improvements will be crucial for sustainable growth.
Income Statement
75
Positive
The company shows solid revenue growth with a 24.20% increase from 2023 to 2024, driven by effective gross profit expansion from 24% to 98%. However, the EBIT margin turned negative in 2024, indicating operating challenges. Net profit margin improvement from negative to 19.6% reflects better bottom-line management, suggesting potential recovery from past losses.
Balance Sheet
70
Positive
The balance sheet reflects a strong equity position with an equity ratio of 71.4% in 2024, indicating financial stability. The debt-to-equity ratio is low at 0.01, suggesting minimal leverage risks. However, a reduction in total assets over the years may signal potential concerns about asset management or strategic divestments.
Cash Flow
60
Neutral
Operating cash flow remains negative, indicating potential operational challenges despite reductions in free cash flow deficits by 12.1% from 2023 to 2024. The free cash flow to net income ratio remains negative, highlighting cash flow pressures despite profitability improvements.
BreakdownTTMJun 2024Jun 2023Jun 2022Jun 2021Jun 2020
Income Statement
Total Revenue117.36M122.35M98.50M110.37M116.46M84.50M
Gross Profit72.76M120.28M23.64M29.19M31.01M20.06M
EBITDA1.08M2.43M4.61M9.78M11.20M4.66M
Net Income133.85M23.99M-2.63M5.71M5.55M1.93M
Balance Sheet
Total Assets75.76M79.39M135.74M135.85M142.41M101.28M
Cash, Cash Equivalents and Short-Term Investments10.89M16.83M9.39M36.61M34.64M22.96M
Total Debt4.89M704.64K4.18M2.93M3.30M4.29M
Total Liabilities24.26M22.71M92.69M87.48M101.29M68.04M
Stockholders Equity51.50M56.68M43.04M48.38M41.12M33.24M
Cash Flow
Free Cash Flow5.23M-5.29M-6.02M9.17M14.03M6.59M
Operating Cash Flow6.52M-4.82M-5.59M9.54M16.73M8.00M
Investing Cash Flow1.25M5.16M3.35M-5.94M-3.41M-2.42M
Financing Cash Flow-13.05M-13.69M-2.08M-1.64M-1.63M-1.47M

Sequoia Financial Group Ltd. Technical Analysis

Technical Analysis Sentiment
Positive
Last Price0.36
Price Trends
50DMA
0.35
Positive
100DMA
0.36
Negative
200DMA
0.36
Negative
Market Momentum
MACD
<0.01
Positive
RSI
52.63
Neutral
STOCH
64.44
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:SEQ, the sentiment is Positive. The current price of 0.36 is above the 20-day moving average (MA) of 0.36, above the 50-day MA of 0.35, and below the 200-day MA of 0.36, indicating a neutral trend. The MACD of <0.01 indicates Positive momentum. The RSI at 52.63 is Neutral, neither overbought nor oversold. The STOCH value of 64.44 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AU:SEQ.

Sequoia Financial Group Ltd. Peers Comparison

Overall Rating
UnderperformOutperform
Sector (65)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
AUWTL
75
Outperform
AU$44.48M11.7113.04%1.54%33.80%-8.26%
AUCAF
74
Outperform
AU$78.56M10.5122.42%6.33%10.88%-9.18%
AUPFG
70
Outperform
AU$56.77M13.227.76%6.70%26.27%32.82%
65
Neutral
kr119.25B25.107.49%4.20%13.90%-82.08%
AUSEQ
59
Neutral
AU$44.49M-1.84%11.11%22.21%41.18%
AUCIW
58
Neutral
AU$31.04M-9.28%0.61%-13.78%50.00%
AUCVW
52
Neutral
AU$278.80M27.274.19%11.60%51.13%217.31%
* Financial Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AU:SEQ
Sequoia Financial Group Ltd.
0.36
-0.02
-5.26%
AU:CIW
Clime Investment Management Ltd
0.41
0.10
32.26%
AU:CVW
Clearview Wealth Limited
0.45
-0.13
-22.41%
AU:WTL
WT Financial Group Ltd.
0.13
0.05
62.50%
AU:CAF
Centrepoint Alliance Limited
0.40
0.14
53.85%
AU:PFG
Prime Financial Group Limited
0.23
0.05
27.78%

Sequoia Financial Group Ltd. Corporate Events

JM Financial Group Acquires Substantial Stake in Sequoia Financial Group
Jul 2, 2025

Sequoia Financial Group Ltd. has announced that JM Financial Group Limited has become a substantial holder in the company, acquiring a 6.2% voting power through 7,659,859 ordinary shares. This acquisition, managed through client discretionary investment accounts, positions JM Financial Group as a significant stakeholder, potentially influencing future company decisions and strategies.

Sequoia Financial Group Ltd. Announces Change in Substantial Holding Status
Jun 17, 2025

Sequoia Financial Group Ltd. has announced a significant change in its substantial holding status, as Acorn Capital Limited has ceased to be a substantial holder in the company. This change occurred due to a series of sales of ordinary shares by Acorn Capital Limited, totaling over 2.7 million shares, which significantly reduced its voting interest in Sequoia Financial Group Ltd. This development may impact the company’s shareholder structure and could have implications for its market positioning and stakeholder interests.

Sequoia Financial Group Completes Share Buy-Back Program
May 26, 2025

Sequoia Financial Group Ltd has announced the final notification of its share buy-back program, which began in 2022. Over the last 12 months, the company repurchased 8,510,890 shares, culminating in a total of 14,089,743 shares bought back at a consideration of AUD 6,425,128.15. This buy-back is part of Sequoia’s strategy to enhance shareholder value and optimize its capital structure.

Sequoia Financial Group Announces Change in Substantial Holder’s Voting Power
May 13, 2025

Sequoia Financial Group Ltd has announced a change in the relevant interests of a substantial holder, Acorn Capital Limited, in its voting securities. The change reflects an increase in voting power from 6.49% to 7.66%, indicating a significant shift in the company’s shareholder structure. This adjustment in voting power could have implications for the company’s governance and decision-making processes, potentially affecting its strategic direction and stakeholder engagement.

Sequoia Financial Group Updates on Share Buy-Back Progress
Apr 14, 2025

Sequoia Financial Group Ltd has announced an update regarding its ongoing on-market buy-back of ordinary fully paid securities. As of the latest update, the company has repurchased a total of 10,655,103 shares, with 58,893 shares bought back on the previous day alone. This buy-back initiative is part of Sequoia’s strategy to optimize its capital structure and potentially enhance shareholder value.

Sequoia Financial Group Updates on Share Buy-Back Program
Apr 14, 2025

Sequoia Financial Group Ltd has announced an update regarding its ongoing share buy-back program. The company has repurchased a total of 10,579,390 ordinary fully paid securities, with an additional 16,820 securities bought back on the previous day. This buy-back initiative is part of Sequoia’s strategy to manage its capital structure and potentially enhance shareholder value.

Sequoia Financial Group Announces Cessation of Securities
Apr 9, 2025

Sequoia Financial Group Ltd announced the cessation of 16,820 ordinary fully paid securities as part of an on-market buy-back program. This move is likely to impact the company’s capital structure and could be seen as an effort to optimize shareholder value, reflecting a strategic decision to manage its equity base.

Sequoia Financial Group Updates on Buy-Back Program
Apr 9, 2025

Sequoia Financial Group Ltd has announced an update regarding its ongoing on-market buy-back program. As of April 9, 2025, the company has bought back a total of 10,579,390 ordinary fully paid securities, including 350,000 securities purchased the previous day. This buy-back initiative reflects the company’s strategy to manage its capital structure and potentially enhance shareholder value.

Sequoia Financial Group Announces Cessation of Securities
Apr 8, 2025

Sequoia Financial Group Ltd announced the cessation of 49,092 ordinary fully paid securities due to an on-market buy-back, effective April 7, 2025. This move is part of the company’s strategy to manage its capital structure and potentially enhance shareholder value, reflecting a proactive approach to optimizing its financial operations.

Sequoia Financial Group’s Subsidiary Under ASIC Investigation
Apr 7, 2025

Sequoia Financial Group Ltd’s subsidiary, Interprac Financial Planning Pty Ltd, is under investigation by ASIC concerning potential contraventions related to the Shield Master Fund and the First Guardian Master Fund. ASIC has initiated proceedings against Mr. Ferras Merhi, an authorised representative of Interprac, and obtained interim freezing orders. Interprac is actively cooperating with ASIC, reviewing its obligations and operations, and ensuring compliance and efficiency in its systems.

Sequoia Financial Group Updates on Share Buy-Back Progress
Apr 7, 2025

Sequoia Financial Group Ltd has announced an update regarding its ongoing on-market buy-back of ordinary fully paid securities. As of the latest update, the company has bought back a total of 10,180,298 securities, with 50,908 purchased on the previous day. This buy-back initiative is part of Sequoia’s strategy to manage its capital structure and potentially enhance shareholder value.

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.Date of analysis: Jul 04, 2025