Sequoia Financial Group Ltd. (AU:SEQ)
ASX:SEQ
Top Page
Sequoia Financial Group Ltd.
(Sydney:SEQ)
Select Model
Select Model
Rating:57Neutral
Price Target:
AU$0.26
▼(-7.50% Downside)
Action:ReiteratedDate:03/03/26
The score is driven mainly by mixed financial performance: low leverage and solid revenue retention are outweighed by sharply lower profitability, reduced ROE, and weaker cash flow. Technicals add pressure with the stock trading below key moving averages and a negative MACD. Valuation is offsetting but mixed, with a negative P/E and an unusually high dividend yield that may be difficult to maintain.
Positive Factors
Conservative leverage
Sequoia's very low debt-to-equity (0.0946) provides durable financial flexibility. Low leverage reduces interest burden and refinancing risk, allowing the firm to support adviser network investments, absorb cyclical shocks, and fund strategic initiatives without straining cash flow or equity cushions.
Negative Factors
Collapsed profitability
A sharp fall in net margin and ROE signals a material decline in the firm's ability to convert revenue into shareholder returns. This structural deterioration pressures retained earnings, reduces capital for strategic moves, and raises questions about cost structure or revenue mix sustainability over the medium term.
Read all positive and negative factors
Positive Factors
Negative Factors
Conservative leverage
Sequoia's very low debt-to-equity (0.0946) provides durable financial flexibility. Low leverage reduces interest burden and refinancing risk, allowing the firm to support adviser network investments, absorb cyclical shocks, and fund strategic initiatives without straining cash flow or equity cushions.
Read all positive factors
Sequoia Financial Group Ltd. (SEQ) vs. iShares MSCI Australia ETF (EWA)
Market Cap
AU$26.35M
Dividend Yield14.29%
Average Volume (3M)217.13K
Price to Earnings (P/E)―
Beta (1Y)1.04
Revenue Growth-0.40%
EPS GrowthN/A
CountryAU
Employees17
SectorFinancial
Sector Strength70
IndustryFinancial - Conglomerates
Share Statistics
EPS (TTM)>-0.01
Shares Outstanding122,575,264
10 Day Avg. Volume148,507
30 Day Avg. Volume217,131
Financial Highlights & Ratios
PEG Ratio-0.06
Price to Book (P/B)0.91
Price to Sales (P/S)0.37
P/FCF Ratio10.93
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)N/A
Revenue Forecast (FY)N/A
Sequoia Financial Group Ltd. Business Overview & Revenue Model
Company Description
Sequoia Financial Group Limited, an integrated financial services company, provides financial products and services to retail and wholesale clients, and third-party professional service firms primarily in Australia. It operates through Sequoia Lic...
How the Company Makes Money
null...
Sequoia Financial Group Ltd. Financial Statement Overview
Summary
Income Statement
65
Positive
Balance Sheet
70
Positive
Cash Flow
55
Neutral
| Breakdown | TTM | Jun 2025 | Jun 2024 | Jun 2023 | Jun 2022 | Jun 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 124.27M | 119.00M | 124.55M | 98.50M | 110.37M | 116.46M |
| Gross Profit | 72.89M | 119.00M | 26.21M | 98.54M | 29.19M | 31.01M |
| EBITDA | 9.27M | 9.89M | 2.43M | 4.61M | 9.78M | 11.20M |
| Net Income | -623.08K | 3.23M | 23.99M | -2.63M | 5.71M | 5.55M |
Balance Sheet | ||||||
| Total Assets | 66.82M | 73.04M | 79.39M | 135.74M | 135.85M | 142.41M |
| Cash, Cash Equivalents and Short-Term Investments | 2.49M | 4.35M | 21.97M | 10.89M | 38.20M | 34.64M |
| Total Debt | 5.02M | 4.59M | 704.64K | 4.18M | 2.93M | 16.37M |
| Total Liabilities | 21.27M | 24.55M | 22.71M | 92.69M | 87.48M | 101.29M |
| Stockholders Equity | 45.55M | 48.49M | 56.68M | 43.04M | 48.38M | 41.12M |
Cash Flow | ||||||
| Free Cash Flow | 3.03M | 4.05M | -5.29M | -6.02M | 9.17M | 14.03M |
| Operating Cash Flow | 4.57M | 6.15M | -4.82M | -5.59M | 9.54M | 16.73M |
| Investing Cash Flow | -8.98M | -9.31M | 5.16M | 3.35M | -5.94M | -3.41M |
| Financing Cash Flow | -6.08M | -11.42M | -13.69M | -2.08M | -1.64M | -1.63M |
Sequoia Financial Group Ltd. Technical Analysis
Negative
0.28
Price Trends
0.24
Negative
0.25
Negative
0.26
Negative
Market Momentum
>-0.01
Negative
42.30
Neutral
41.67
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:SEQ, the sentiment is Negative. The current price of 0.28 is above the 20-day moving average (MA) of 0.23, above the 50-day MA of 0.24, and above the 200-day MA of 0.26, indicating a bearish trend. The MACD of >-0.01 indicates Negative momentum. The RSI at 42.30 is Neutral, neither overbought nor oversold. The STOCH value of 41.67 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for AU:SEQ.
Sequoia Financial Group Ltd. 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% | |
62 Neutral | AU$56.91M | 4.79 | 8.15% | 7.22% | 21.16% | 47.24% | |
60 Neutral | AU$74.32M | 5.60 | 13.05% | 7.14% | 13.65% | -33.93% | |
57 Neutral | AU$26.35M | -35.94 | -1.33% | 14.29% | -0.40% | ― | |
56 Neutral | AU$371.65M | 10.16 | 0.24% | ― | 0.63% | ― | |
55 Neutral | AU$47.91M | 5.00 | 11.37% | 5.00% | 16.64% | 19.30% | |
53 Neutral | AU$26.79M | 46.88 | 4.11% | 2.03% | 18.17% | ― |
* Financial Sector Average
AU:SEQ
Sequoia Financial Group Ltd.
0.22
-0.08
-26.12%
AU:CIW
Clime Investment Management Ltd
0.33
>-0.01
-2.40%
AU:CVW
Clearview Wealth Limited
0.63
0.18
40.00%
AU:WTL
WT Financial Group Ltd.
0.14
0.03
23.89%
AU:CAF
Centrepoint Alliance Limited
0.36
0.07
22.41%
AU:PFG
Prime Financial Group Limited
0.22
0.02
9.45%
Sequoia Financial Group Ltd. Corporate Events
Sequoia Sells InterPrac Amid Strategic Retreat From Challenged Licensee Business
Mar 22, 2026
Sequoia Financial Group has agreed to sell 100% of InterPrac Financial Planning Pty Ltd to Conquest Investment Partners for $50,000, following a strategic review that found structural, regulatory and commercial challenges undermining InterPracR...
Sequoia Financial Group Halts Trading Ahead of Subsidiary Divestment Announcement
Mar 20, 2026
Sequoia Financial Group has requested and been granted a trading halt on its fully paid ordinary shares on the ASX, with the halt to last until either an upcoming company announcement is released or normal trading resumes on 24 March 2026. The hal...
Sequoia Faces HUB24 Ban on New InterPrac Business but Existing Clients Unaffected
Mar 19, 2026
Sequoia Financial Group has disclosed that platform provider HUB24 will stop accepting new business from advisers operating under its InterPrac Financial Planning licence from 31 March 2026. Existing client accounts, established business and curre...
Sequoia Weighs Strategic Options for InterPrac Amid Platform Provider Reviews
Mar 17, 2026
Sequoia Financial Group Ltd is conducting a strategic review of its retail licensee services arm, with a particular focus on InterPrac Financial Planning, its long-standing AFSL services provider to retail advisers. The company and its subsidiarie...
Sequoia Unit Sues AFCA Over Shield Master Fund Loss Ruling
Mar 10, 2026
Sequoia Financial Group has disclosed that its subsidiary InterPrac Financial Planning has launched Federal Court proceedings against the Australian Financial Complaints Authority. The case challenges AFCA’s December 2025 determination on cl...
Sequoia Financial Group Cancels Shares Under On‑Market Buy‑Back
Mar 9, 2026
Sequoia Financial Group has cancelled 21,640 ordinary fully paid shares following completion of an on-market buy-back, as disclosed in its latest capital management filing. The reduction in issued capital marginally consolidates existing sharehold...
Sequoia Financial Updates Daily On-Market Share Buy-Back Activity
Mar 4, 2026
Sequoia Financial Group Ltd. has provided an updated notification to the ASX regarding its ongoing on-market share buy-back program for its ordinary fully paid shares. The company reported that a total of 1,000,000 shares had been bought back prio...
Sequoia Financial Group to Withdraw Revocation Deed Agreed with ASIC
Mar 1, 2026
Sequoia Financial Group Ltd. has reached an agreement with ASIC to withdraw the Revocation Deed it entered into on 12 September 2025, which had previously been disclosed in its interim report for the half-year ended 31 December 2025. The company p...
Sequoia lifts underlying profit but trims dividend amid InterPrac headwinds
Feb 23, 2026
Sequoia Financial Group reported first-half FY26 revenue of $63.4 million, up 4.6% on the prior corresponding period, with operating profit surging 75.9% to $4.8 million. However, a $0.9 million settlement tied to a legacy Libertas Financial Plann...
Sequoia Financial Group Declares Interim Dividend for Half-Year to December 2025
Feb 23, 2026
Sequoia Financial Group Ltd has declared an interim dividend of AUD 0.01 per ordinary fully paid share for the six-month period ending 31 December 2025. The company has set 30 March 2026 as the ex-dividend date, 31 March 2026 as the record date, a...
Sequoia posts higher revenue but swings to small loss while maintaining dividends
Feb 23, 2026
Sequoia Financial Group Limited reported a 4.6% increase in revenue to $63.4 million for the half-year ended 31 December 2025, but shifted from a prior-period profit to a small after-tax loss of $248,815. Net tangible assets per share edged up to ...
Sequoia Financial Group Announces Departure of Director Kevin Pattison and Details Final Shareholdings
Feb 2, 2026
Sequoia Financial Group Ltd has announced that director Kevin James Pattison has ceased to be a director of the company effective 31 January 2026. According to the final director’s interest notice lodged with the ASX, Pattison holds no Sequo...
Sequoia Financial Group announces board reshuffle as long‑serving director retires
Dec 31, 2025
Sequoia Financial Group has announced the resignation of Non-Executive Director Kevin Pattison, effective 31 January 2026, after seven years on the board during which he chaired the Remuneration Committee and drove initiatives to strengthen staff ...
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.