tiprankstipranks
Trending News
More News >
Sequoia Financial Group Ltd. (AU:SEQ)
:SEQ
Australian Market
Advertisement

Sequoia Financial Group Ltd. (SEQ) AI Stock Analysis

Compare
6 Followers

Top Page

AU:SEQ

Sequoia Financial Group Ltd.

(Sydney:SEQ)

Rating:54Neutral
Price Target:
AU$0.50
▲(108.33%Upside)
Sequoia Financial Group Ltd. is facing significant technical challenges with bearish momentum and oversold conditions. While the company shows strong financial stability with improved profitability and minimal debt, the negative operating cash flows and valuation challenges due to a negative P/E ratio weigh heavily on its prospects. The high dividend yield provides some compensation, but operational improvements are necessary for a better outlook.

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, offering a broad range of services across various sectors including wealth management, stockbroking, professional services, and corporate advisory. The company provides solutions tailored to meet the needs of individual investors, financial planners, and corporate clients, leveraging its expertise in financial markets and investment management to deliver comprehensive financial advice and support.
How the Company Makes MoneySequoia 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
The company shows strong revenue growth and improved net profit margins, indicating recovery from past losses. However, negative operating cash flows and a negative EBIT margin present operational challenges.
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.
Breakdown
Income Statement
Total Revenue
Gross Profit
EBITDA
Net Income
Balance Sheet
Total Assets
Cash, Cash Equivalents and Short-Term Investments
Total Debt
Total Liabilities
Stockholders Equity
Cash Flow
Free Cash Flow
Operating Cash Flow
Investing Cash Flow
Financing Cash Flow

Sequoia Financial Group Ltd. Technical Analysis

Technical Analysis Sentiment
Negative
Last Price0.24
Price Trends
50DMA
0.35
Negative
100DMA
0.35
Negative
200DMA
0.36
Negative
Market Momentum
MACD
-0.01
Positive
RSI
13.51
Positive
STOCH
25.00
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 0.24 is below the 20-day moving average (MA) of 0.35, below the 50-day MA of 0.35, and below the 200-day MA of 0.36, indicating a bearish trend. The MACD of -0.01 indicates Positive momentum. The RSI at 13.51 is Positive, neither overbought nor oversold. The STOCH value of 25.00 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

Overall Rating
UnderperformOutperform
Sector (68)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
76
Outperform
AU$83.53M11.1722.42%7.14%10.88%-9.18%
76
Outperform
AU$42.77M11.2613.04%1.60%33.80%-8.26%
71
Outperform
AU$56.77M13.227.76%7.04%26.27%32.82%
68
Neutral
$17.09B11.269.71%3.70%11.16%-4.08%
54
Neutral
AU$29.66M-1.84%18.75%22.21%41.18%
54
Neutral
AU$291.19M28.484.19%10.45%51.13%217.31%
50
Neutral
AU$29.31M-9.28%0.66%-13.78%50.00%
* Financial Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AU:SEQ
Sequoia Financial Group Ltd.
0.24
-0.13
-35.14%
AU:CIW
Clime Investment Management Ltd
0.38
0.08
26.67%
AU:CVW
Clearview Wealth Limited
0.48
-0.11
-18.64%
AU:WTL
WT Financial Group Ltd.
0.12
0.05
71.43%
AU:CAF
Centrepoint Alliance Limited
0.42
0.15
55.56%
AU:PFG
Prime Financial Group Limited
0.23
0.04
21.05%

Sequoia Financial Group Ltd. Corporate Events

Sequoia Financial Group Announces Change in Substantial Holder’s Interests
Jul 18, 2025

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
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.

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 29, 2025