Sequoia Financial Group Ltd. (SEQ) AI Stock Analysis

• Market Cap: AU$35.84M
• Dividend Yield: 13.79%
• Average Volume (3M): 319.54K
• Price to Earnings (P/E): 11.2
• Beta (1Y): 0.76
• Revenue Growth: -0.40%
• EPS Growth: N/A
• Country: AU
• Employees: 17
• Sector: Financial
• Sector Strength: 70
• Industry: Financial - Conglomerates
• EPS (TTM): >-0.01
• Shares Outstanding: 123,596,900
• 10 Day Avg. Volume: 276,687
• 30 Day Avg. Volume: 319,544
• PEG Ratio: -0.06
• Price to Book (P/B): 0.91
• Price to Sales (P/S): 0.37
• P/FCF Ratio: 10.93
• Enterprise Value/Market Cap: N/A
• Enterprise Value/Revenue: N/A
• Enterprise Value/Gross Profit: N/A
• Enterprise Value/Ebitda: N/A
• 1Y Price Target: AU$0.50
• Price Target Upside: 72.41% Upside
• Rating Consensus: Hold
• Number of Analyst Covering: 1

• Rating: 68 Neutral
• Price Target: AU$0.50 ▲(72.41% Upside)

Sequoia Financial Group Ltd. receives a moderate score due to its strong valuation metrics and technical indicators suggesting short-term bullish momentum. However, mixed financial performance with declining profitability and cash flow challenges weigh on the overall score.

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 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 Money

Sequoia Financial Group Ltd. generates revenue through multiple streams including commissions and fees from wealth management and stockbroking services, advisory and consultancy fees from corporate clients, and management fees from investment products. The company also earns income by providing financial planning and administration services to independent financial advisors and their clients. Strategic partnerships with financial institutions and a diversified product offering enhance its ability to capitalize on various market opportunities, contributing to its revenue growth.

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

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

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

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.

Breakdown	TTM	Dec 2025	Dec 2024	Dec 2023	Dec 2022	Dec 2021
Income Statement
Total Revenue	119.00M	119.00M	124.55M	98.50M	110.37M	116.46M
Gross Profit	119.00M	119.00M	26.21M	98.54M	29.19M	31.01M
EBITDA	9.89M	9.89M	2.43M	4.61M	9.78M	11.20M
Net Income	3.23M	3.23M	23.99M	-2.63M	5.71M	5.55M
Balance Sheet
Total Assets	73.04M	73.04M	79.39M	135.74M	135.85M	142.41M
Cash, Cash Equivalents and Short-Term Investments	4.35M	4.35M	21.97M	10.89M	38.20M	34.64M
Total Debt	4.59M	4.59M	704.64K	4.18M	2.93M	3.30M
Total Liabilities	24.55M	24.55M	22.71M	92.69M	87.48M	101.29M
Stockholders Equity	48.49M	48.49M	56.68M	43.04M	48.38M	41.12M
Cash Flow
Free Cash Flow	4.05M	4.05M	-5.29M	-6.02M	9.17M	14.03M
Operating Cash Flow	6.15M	6.15M	-4.82M	-5.59M	9.54M	16.73M
Investing Cash Flow	-9.31M	-9.31M	5.16M	3.35M	-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: Positive
• Last Price: 0.29
• 50DMA: Positive
• 100DMA: Negative
• 200DMA: Negative
• MACD: Negative
• RSI: Neutral
• STOCH: 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 0.29 is above the 20-day moving average (MA) of 0.28, above the 50-day MA of 0.28, and below the 200-day MA of 0.33, indicating a neutral trend. The MACD of <0.01 indicates Negative momentum. The RSI at 53.98 is Neutral, neither overbought nor oversold. The STOCH value of 50.00 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

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
CAF	76 Outperform	AU$80.95M	16.22	―	7.41%	13.65%	-33.93%
WTL	71 Outperform	AU$49.62M	10.66	14.54%	4.83%	16.64%	19.30%
PFG	69 Neutral	AU$60.22M	12.83	―	6.64%	21.16%	47.24%
SEQ	68 Neutral	AU$35.84M	11.20	6.14%	13.79%	-0.40%	―
CIW	51 Neutral	AU$32.74M	62.50	―	0.59%	18.17%	―
CVW	49 Neutral	AU$338.69M	45.56	2.34%	―	0.63%	―
Sector *	68 Neutral	$18.00B	11.42	9.92%	3.81%	9.73%	1.22%

Sequoia Financial Group Ltd. Corporate Events

Sequoia Financial Group Enhances Governance with New AFSL Committee

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

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

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 Announces Change in Substantial Holder’s Interests

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.

JM Financial Group Acquires Substantial Stake in Sequoia Financial Group

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

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

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

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.