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

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AU:SEQ

Sequoia Financial Group Ltd.

(Sydney:SEQ)

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Neutral 64 (OpenAI - 4o)
Rating:64Neutral
Price Target:
AU$0.50
▲(78.57% Upside)
Sequoia Financial Group Ltd. presents a mixed investment case. The company's strong revenue retention and operational efficiency improvements are offset by declining profitability and cash flow challenges. The stock's valuation is attractive with a low P/E ratio and high dividend yield, but technical indicators suggest weak momentum. The absence of earnings call insights and corporate events limits additional context.

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

Sequoia Financial Group Ltd. Business Overview & Revenue Model

Company DescriptionSequoia 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 Licensees Services Group, Sequoia Professional Services Group, Sequoia Equity Markets Group, and Sequoia Direct Investment Group segments. The company provides licensing and support services, and merger and acquisitions corporate advice to accountants, financial planners, mortgage brokers, insurance advisers, equity market advisers, investment professionals, and corporate advisory business units; and offers compliance, marketing, coaching, education, research, and technical support services. It also provides self-managed super fund administration, general insurance broking, legal document establishment, and company secretarial services to financial planners, licensed advisers, accountants, and lawyers. In addition, the company offers stockbroking and specialized investment solutions to third party institutional and adviser networks. Further, it provides a range of media services, and research and general advice to investors; and news, research, and data on managed funds, direct shares and bonds. The company was formerly known as MDS Financial Group Limited and changed its name to Sequoia Financial Group Limited in December 2015. Sequoia Financial Group Limited is headquartered in Sydney, Australia.
How the Company Makes MoneySequoia Financial Group generates revenue through multiple channels, primarily through fees for its financial advisory and asset management services. The company earns management fees from the assets it manages on behalf of clients, as well as performance fees based on the investment returns generated. Additionally, Sequoia derives income from financial planning services, where clients pay for personalized financial advice and strategies. The company also benefits from strategic partnerships with financial institutions and product providers, allowing it to offer a broader range of investment products and services, which further contributes to its revenue. Other revenue streams may include commissions from the sale of financial products and ongoing service fees related to superannuation and investment accounts.

Sequoia Financial Group Ltd. Financial Statement Overview

Summary
Sequoia Financial Group Ltd. shows strong revenue retention and improved operational efficiency, but faces declining profitability and cash flow generation. The balance sheet is stable with low leverage, though return on equity has decreased significantly.
Income Statement
65
Positive
Sequoia Financial Group Ltd. has shown a mixed performance in its income statement. The company achieved a high gross profit margin of 100% in 2025, indicating strong revenue retention. However, the net profit margin decreased significantly from 19.26% in 2024 to 2.71% in 2025, reflecting reduced profitability. Revenue growth was positive at 1.40% in 2025, but this is a decline from previous years, indicating slowing growth momentum. The EBIT and EBITDA margins improved in 2025, suggesting better operational efficiency, but they remain relatively low.
Balance Sheet
70
Positive
The balance sheet of Sequoia Financial Group Ltd. is relatively stable. The debt-to-equity ratio is low at 0.0946 in 2025, indicating conservative leverage. However, the return on equity has decreased from 42.33% in 2024 to 6.66% in 2025, showing reduced efficiency in generating returns on equity. The equity ratio is not explicitly calculated, but the company maintains a healthy equity base relative to its assets.
Cash Flow
55
Neutral
The cash flow statement reveals some challenges for Sequoia Financial Group Ltd. Free cash flow growth was negative at -22.71% in 2025, indicating a decline in cash generation. The operating cash flow to net income ratio was zero, suggesting inefficiencies in converting income into cash flow. The free cash flow to net income ratio was 65.79% in 2025, showing some ability to generate cash relative to net income, but this is a decrease from previous years.
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue119.00M119.00M124.55M98.50M110.37M116.46M
Gross Profit119.00M119.00M26.21M98.54M29.19M31.01M
EBITDA9.89M9.89M2.43M4.61M9.78M11.20M
Net Income3.23M3.23M23.99M-2.63M5.71M5.55M
Balance Sheet
Total Assets73.04M73.04M79.39M135.74M135.85M142.41M
Cash, Cash Equivalents and Short-Term Investments4.35M4.35M21.97M10.89M38.20M34.64M
Total Debt4.59M4.59M704.64K4.18M2.93M3.30M
Total Liabilities24.55M24.55M22.71M92.69M87.48M101.29M
Stockholders Equity48.49M48.49M56.68M43.04M48.38M41.12M
Cash Flow
Free Cash Flow4.05M4.05M-5.29M-6.02M9.17M14.03M
Operating Cash Flow6.15M6.15M-4.82M-5.59M9.54M16.73M
Investing Cash Flow-9.31M-9.31M5.16M3.35M-5.94M-3.41M
Financing Cash Flow-11.42M-11.42M-13.69M-2.08M-1.64M-1.63M

Sequoia Financial Group Ltd. Technical Analysis

Technical Analysis Sentiment
Negative
Last Price0.28
Price Trends
50DMA
0.28
Negative
100DMA
0.30
Negative
200DMA
0.32
Negative
Market Momentum
MACD
>-0.01
Positive
RSI
44.16
Neutral
STOCH
<0.01
Positive
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 below the 20-day moving average (MA) of 0.29, below the 50-day MA of 0.28, and below the 200-day MA of 0.32, indicating a bearish trend. The MACD of >-0.01 indicates Positive momentum. The RSI at 44.16 is Neutral, neither overbought nor oversold. The STOCH value of <0.01 is Positive, 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

Overall Rating
UnderperformOutperform
Sector (68)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
68
Neutral
AU$54.75M11.7615.13%4.67%16.64%19.30%
68
Neutral
$18.00B11.429.92%3.81%9.73%1.22%
64
Neutral
AU$35.23M11.006.14%14.29%-0.40%
64
Neutral
AU$78.95M15.2515.40%7.69%13.65%-33.93%
55
Neutral
AU$60.22M12.838.35%7.06%21.16%47.24%
51
Neutral
AU$32.26M57.352.42%1.76%18.17%
49
Neutral
AU$341.69M45.974.50%0.63%
* Financial Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AU:SEQ
Sequoia Financial Group Ltd.
0.28
-0.04
-12.50%
AU:CIW
Clime Investment Management Ltd
0.42
0.08
23.53%
AU:CVW
Clearview Wealth Limited
0.60
0.07
13.21%
AU:WTL
WT Financial Group Ltd.
0.15
0.06
66.67%
AU:CAF
Centrepoint Alliance Limited
0.39
0.10
34.48%
AU:PFG
Prime Financial Group Limited
0.24
0.03
14.29%

Sequoia Financial Group Ltd. Corporate Events

Sequoia Financial Group Announces 2025 AGM Details
Oct 21, 2025

Sequoia Financial Group Ltd has announced its 2025 Annual General Meeting (AGM) scheduled for November 20, 2025, at the Evergreen Room in Melbourne. The meeting will be available as a one-way live video stream for shareholders unable to attend in person, although voting and Q&A participation will not be possible through the stream. Shareholders are encouraged to register in advance and submit proxy votes prior to the meeting date.

The most recent analyst rating on (AU:SEQ) stock is a Hold with a A$0.50 price target. To see the full list of analyst forecasts on Sequoia Financial Group Ltd. stock, see the AU:SEQ Stock Forecast page.

Sequoia Financial Group Announces Share Buy-Back
Sep 17, 2025

Sequoia Financial Group Ltd has announced a new on-market buy-back of its ordinary fully paid shares, as indicated by the ASX security code SEQ. This move could potentially impact the company’s stock valuation and market perception by reducing the number of shares available in the market, thereby possibly increasing the value of remaining shares.

The most recent analyst rating on (AU:SEQ) stock is a Hold with a A$0.50 price target. To see the full list of analyst forecasts on Sequoia Financial Group Ltd. stock, see the AU:SEQ Stock Forecast page.

Sequoia Financial Group Reinstates Share Buy-Back Program
Sep 17, 2025

Sequoia Financial Group Ltd has announced the reinstatement of its on-market share buy-back program, allowing the company to repurchase up to 10% of its issued ordinary shares over the next 12 months. This move, funded from existing cash reserves, aims to enhance shareholder value through proactive capital management, although the actual number of shares purchased will depend on market conditions and other factors.

The most recent analyst rating on (AU:SEQ) stock is a Hold with a A$0.50 price target. To see the full list of analyst forecasts on Sequoia Financial Group Ltd. stock, see the AU:SEQ Stock Forecast page.

Sequoia Financial Group Director Increases Shareholding
Sep 4, 2025

Sequoia Financial Group Ltd has announced a change in the director’s interest, specifically involving Garry Peter Crole. The change includes the acquisition of 78,731 fully paid ordinary shares through an on-market trade, increasing the indirect holdings of Mr. Crole’s superannuation fund and his spouse’s super fund. This adjustment in shareholding reflects a strategic move by the director, potentially indicating confidence in the company’s future performance.

The most recent analyst rating on (AU:SEQ) stock is a Hold with a A$0.50 price target. To see the full list of analyst forecasts on Sequoia Financial Group Ltd. stock, see the AU:SEQ Stock Forecast page.

Sequoia Financial Group Announces Dividend Distribution
Aug 28, 2025

Sequoia Financial Group Ltd has announced a new dividend distribution for its ordinary fully paid shares, with a distribution amount of AUD 0.02 per share. The dividend relates to the financial period ending on June 30, 2025, and is scheduled for payment on September 23, 2025. This announcement reflects the company’s ongoing commitment to returning value to its shareholders and may positively impact its market positioning by reinforcing investor confidence.

The most recent analyst rating on (AU:SEQ) stock is a Hold with a A$0.50 price target. To see the full list of analyst forecasts on Sequoia Financial Group Ltd. stock, see the AU:SEQ Stock Forecast page.

Sequoia Financial Group Ltd. Releases Annual Results for 2025
Aug 28, 2025

Sequoia Financial Group Ltd. has released its annual results for the period ending June 30, 2025. The announcement, presented by CEO Garry Crole, emphasizes the company’s commitment to transparency and accuracy in its financial reporting. The release, however, does not provide specific recommendations or opinions on investments, and stakeholders are advised to consult their own advisors. The document highlights the company’s careful preparation and the limitations of the information provided, underscoring the importance of considering the full financial context when making investment decisions.

The most recent analyst rating on (AU:SEQ) stock is a Hold with a A$0.50 price target. To see the full list of analyst forecasts on Sequoia Financial Group Ltd. stock, see the AU:SEQ Stock Forecast page.

Sequoia Financial Group Reports Strong FY25 Results with Increased Profit and Operational Efficiency
Aug 28, 2025

Sequoia Financial Group Ltd. reported a 13.7% increase in operating profit for FY25, reaching $9.9 million, despite maintaining revenue levels similar to FY24. The company experienced significant growth in funds under advice, increasing from $12.5 billion to $18 billion, and declared a fully franked final dividend of 2 cents per share. The company simplified its operational structure, reducing from four divisions to two, and implemented technological improvements to enhance efficiency and margins. Sequoia also continued its investment in compliance systems and personnel, contributing to improved oversight and license integrity. The company maintained a strong balance sheet with net cash of $4.4 million and ASX-listed investments totaling over $16 million, while continuing its share buy-back program.

The most recent analyst rating on (AU:SEQ) stock is a Hold with a A$0.50 price target. To see the full list of analyst forecasts on Sequoia Financial Group Ltd. stock, see the AU:SEQ Stock Forecast page.

Sequoia Financial Group Reports 86.6% Profit Decline Amid Strategic Divestments
Aug 28, 2025

Sequoia Financial Group Limited reported a significant decline in profit for the year ending 30 June 2025, with profits down 86.6% to $3.2 million. Revenues from ordinary activities saw a slight decrease of 0.4%. The company declared a final dividend of 2.00 cents per share, fully franked, to be paid on 23 September 2025. The loss of control over several entities, including Sequoia Insurance Brokers Pty Ltd and others, contributed to the financial results. The net tangible assets per ordinary security increased slightly to 26.58 cents, reflecting changes in the company’s asset management.

The most recent analyst rating on (AU:SEQ) stock is a Hold with a A$0.50 price target. To see the full list of analyst forecasts on Sequoia Financial Group Ltd. stock, see the AU:SEQ Stock Forecast page.

Sequoia Financial Group to Release FY25 Results and Host Investor Webinar
Aug 19, 2025

Sequoia Financial Group Ltd. announced that it will release its full year financial results for FY25 on 28 August 2025. The company will also host a webinar on the same day, led by Managing Director/CEO Garry Crole, to discuss the results and engage with investors and shareholders through a Q&A session.

Sequoia Financial Group Reports Strong FY25 Performance Amid Governance Enhancements
Aug 7, 2025

Sequoia Financial Group Ltd reported strong financial performance for FY25, with significant revenue growth to $124.0 million and an increase in EBITDA to $9.9 million. The company also announced governance enhancements, including the establishment of an AFSL Governance Committee to oversee its subsidiaries. However, the company faces challenges with ongoing ASIC investigations and complaints related to investments in the Shield Master Fund and First Guardian Master Fund, which could impact its financial exposure.

Sequoia Financial Group Enhances Governance with New AFSL Committee
Aug 1, 2025

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 Announces Director Resignation
Jul 31, 2025

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 Addresses ASX Price Query Amid Ongoing Investigations
Jul 30, 2025

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.

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: Oct 17, 2025