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Sequoia Financial Group Ltd.
(Sydney:SEQ)
Sequoia Financial Group Ltd. (SEQ) vs. iShares MSCI Australia ETF (EWA)
Sequoia Financial Group Ltd. Business Overview & Revenue Model
Sequoia Financial Group Ltd. Financial Statement Overview
| Breakdown | Jun 2024 | Jun 2023 | Jun 2022 | Jun 2021 | Jun 2020 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 122.35M | 98.50M | 110.37M | 116.46M | 84.50M |
| Gross Profit | 26.21M | 23.64M | 29.19M | 31.01M | 20.06M |
| EBITDA | 2.43M | 4.61M | 9.78M | 11.20M | 4.71M |
| Net Income | 23.99M | -2.63M | 5.71M | 5.55M | 1.93M |
Balance Sheet | |||||
| Total Assets | 79.39M | 135.74M | 135.85M | 142.41M | 101.28M |
| Cash, Cash Equivalents and Short-Term Investments | 16.83M | 9.39M | 36.61M | 34.64M | 22.96M |
| Total Debt | 704.64K | 4.18M | 2.93M | 3.30M | 4.29M |
| Total Liabilities | 22.71M | 92.69M | 87.48M | 101.29M | 68.04M |
| Stockholders Equity | 56.68M | 43.04M | 48.38M | 41.12M | 33.24M |
Cash Flow | |||||
| Free Cash Flow | -5.29M | -6.02M | 9.17M | 14.03M | 6.59M |
| Operating Cash Flow | -4.82M | -5.59M | 9.54M | 16.73M | 8.00M |
| Investing Cash Flow | 5.16M | 3.35M | -5.94M | -3.41M | -2.42M |
| Financing Cash Flow | -13.69M | -2.08M | -1.64M | -1.63M | -1.47M |
Sequoia Financial Group Ltd. Technical Analysis
Sequoia Financial Group Ltd. Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
76 Outperform | AU$81.95M | 10.90 | 22.42% | 7.06% | 10.88% | -9.18% | |
74 Outperform | AU$51.33M | 13.51 | 13.04% | 1.33% | 33.80% | -8.26% | |
69 Neutral | AU$58.57M | 13.51 | 7.76% | 6.75% | 26.27% | 32.82% | |
65 Neutral | £5.44B | 9.20 | 9.45% | 5.04% | 10.06% | -14.95% | |
55 Neutral | AU$288.09M | 28.18 | 4.19% | 10.56% | 51.13% | 217.31% | |
54 Neutral | AU$37.08M | ― | -1.84% | 15.25% | 22.21% | 41.18% | |
51 Neutral | AU$30.89M | ― | -9.28% | 0.64% | -13.78% | 50.00% |
Sequoia Financial Group Ltd. Corporate Events
Sequoia Financial Group Ltd has established an AFSL Governance Committee to enhance oversight and governance across its financial services licenses. Danielle Press, with extensive experience in the financial sector, has been appointed as the Independent Chair, bringing regulatory expertise and leadership. The committee aims to strengthen risk management, ensure compliance, and align with ASIC expectations, thereby supporting sustainable client outcomes.
Sequoia Financial Group Ltd has announced the resignation of Charles Augustine Sweeney from its board of directors, effective July 29, 2025. This update is part of the company’s compliance with ASX listing rules, specifically rule 3.19A.3, which mandates the disclosure of directors’ interests. The notice reveals that Mr. Sweeney holds no securities as a registered holder but is a trustee and beneficiary of the Sweeney Family Super Fund, which holds 811,490 FPOS. This change in directorship may impact the company’s governance structure and could have implications for its strategic direction.
Sequoia Financial Group Ltd has responded to a price query from the ASX, stating that it is unaware of any undisclosed information that could explain recent trading activity in its securities. The company acknowledges an article in The Australian regarding its Morrison Securities deal but clarifies that it had no knowledge of the source of funds at the time. Sequoia is cooperating with ASIC in ongoing investigations related to the Shield Master Fund and First Guardian Master Fund. The company confirms compliance with ASX listing rules and that its response has been authorized under its continuous disclosure policy.
Sequoia Financial Group Ltd has announced a change in the interests of a substantial holder, The Australian Wealth Advisors Group Limited, which now holds a reduced voting power in the company. The voting power has decreased from 18.02% to 15.23%, indicating a significant divestment in the company’s ordinary shares. This change in voting power could impact Sequoia Financial Group’s shareholder dynamics and influence within the company, potentially affecting its strategic decisions and stakeholder relationships.
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. 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 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 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.