Australian Wealth Advisors Group Ltd. (WAG) AI Stock Analysis

• Market Cap: AU$43.13M
• Dividend Yield: N/A
• Average Volume (3M): 8.77K
• Price to Earnings (P/E): ―
• Beta (1Y): 0.80
• Revenue Growth: N/A
• EPS Growth: N/A
• Country: AU
• Employees: N/A
• Sector: Financial
• Sector Strength: 70
• Industry: Asset Management
• EPS (TTM): N/A
• Shares Outstanding: 74,365,000
• 10 Day Avg. Volume: 14,667
• 30 Day Avg. Volume: 8,766
• PEG Ratio: -0.06
• Price to Book (P/B): 2.05
• Price to Sales (P/S): 2.33
• P/FCF Ratio: 55.58
• 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: N/A
• Price Target Upside: N/A
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 0
• EPS Forecast (FY): N/A
• Revenue Forecast (FY): N/A

• Rating: 76 Outperform
• Price Target: AU$0.50 ▼(-16.67% Downside)

The overall stock score of 76 reflects strong financial performance and positive technical indicators, despite the lack of valuation data. The company's robust financial health and positive price momentum are significant strengths, while the overbought RSI suggests caution. The absence of earnings call and corporate events data limits the analysis.

Australian Wealth Advisors Group Ltd. Business Overview & Revenue Model

Company Description

The Australian Wealth Advisors Group Limited, together with its subsidiaries, provides wealth management advisory and funds management businesses in Australia. The company provides license and wealth advisory support, investment management, and merger and acquisition services. The Australian Wealth Advisors Group Limited was founded in 2021 and is based in Melbourne, Australia.

How the Company Makes Money

WAG generates revenue through multiple streams, primarily by charging fees for its financial advisory services, which include asset management fees, commission-based fees on investment products, and flat-rate consulting fees for financial planning services. Additionally, the company may earn performance-based fees linked to the profitability of the investment portfolios it manages. Significant partnerships with investment firms and financial institutions also enhance WAG's earning potential by providing access to exclusive investment opportunities and resources. The firm's reputation for delivering personalized financial strategies and strong investment returns attracts a steady stream of clients, thereby contributing to its overall earnings.

Australian Wealth Advisors Group Ltd. Financial Statement Overview

Summary

Australian Wealth Advisors Group Ltd. exhibits strong financial health across all verticals. The income statement shows robust revenue and profit growth, the balance sheet reflects low leverage and strong equity, and cash flow metrics indicate excellent cash generation and management. The company has successfully turned around from a loss in 2024 to profitability in 2025, positioning itself well for future growth. However, past volatility in earnings should be monitored.

Income Statement

The company has demonstrated strong revenue growth, with a 17.83% increase in the latest year. Gross profit margins remain at 100%, indicating efficient cost management. The net profit margin improved significantly from a negative position in 2024 to 8.52% in 2025, showcasing enhanced profitability. EBIT and EBITDA margins have also improved, reflecting better operational efficiency. However, the company experienced a loss in 2024, which slightly dampens the overall positive trajectory.

Balance Sheet

The balance sheet is robust with a very low debt-to-equity ratio of 0.0047, indicating minimal leverage and financial risk. The return on equity has improved to 7.51%, reflecting better utilization of shareholder funds. The equity ratio is strong, showing a solid capital structure. The company's financial stability is commendable, with a consistent increase in stockholders' equity over the years.

Cash Flow

Cash flow performance is impressive with a significant free cash flow growth rate of 195.30% in the latest year. The operating cash flow to net income ratio is high at 1.90, indicating strong cash generation relative to net income. The free cash flow to net income ratio is stable at 1.0, suggesting effective cash management. The improvement in cash flow metrics highlights the company's ability to generate and manage cash efficiently.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021
Income Statement
Total Revenue	11.38M	11.13M	9.44M	8.07M	782.06K
Gross Profit	2.00M	11.13M	9.44M	8.07M	782.06K
EBITDA	1.18M	1.18M	-120.65K	239.38K	109.65K
Net Income	948.31K	948.31K	-259.42K	193.38K	109.65K
Balance Sheet
Total Assets	13.35M	13.35M	13.30M	7.03M	2.58M
Cash, Cash Equivalents and Short-Term Investments	3.34M	3.34M	5.87M	5.39M	1.55M
Total Debt	59.51K	59.51K	147.69K	0.00	262.90K
Total Liabilities	731.02K	731.02K	1.66M	1.43M	518.35K
Stockholders Equity	12.62M	12.62M	11.65M	5.60M	2.06M
Cash Flow
Free Cash Flow	466.56K	466.56K	158.00K	280.56K	435.73K
Operating Cash Flow	466.56K	466.56K	158.00K	280.56K	435.73K
Investing Cash Flow	-2.90M	-2.90M	-817.12K	-70.88K	-87.89K
Financing Cash Flow	-88.18K	-88.18K	4.70M	70.00K	1.27M

Australian Wealth Advisors Group Ltd. Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 0.60
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Negative
• RSI: Neutral
• STOCH: Negative

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:WAG, the sentiment is Positive. The current price of 0.6 is above the 20-day moving average (MA) of 0.57, above the 50-day MA of 0.51, and above the 200-day MA of 0.39, indicating a bullish trend. The MACD of 0.03 indicates Negative momentum. The RSI at 65.80 is Neutral, neither overbought nor oversold. The STOCH value of 96.97 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AU:WAG.

Australian Wealth Advisors Group Ltd. Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
WAG	76 Outperform	AU$43.13M	―	―	―	―	―
MAM	72 Outperform	AU$73.16M	10.26	32.22%	7.36%	22.67%	19.47%
Sector *	68 Neutral	$18.00B	11.42	9.92%	3.81%	9.73%	1.22%
LCE	60 Neutral	AU$26.61M	53.13	2.17%	2.94%	38.32%	―
WTL	58 Neutral	AU$51.33M	11.03	15.13%	5.19%	16.64%	19.30%
PFG	55 Neutral	AU$59.56M	12.57	8.35%	7.38%	21.16%	47.24%
CIW	51 Neutral	AU$33.09M	58.82	2.42%	1.95%	18.17%	―

Australian Wealth Advisors Group Ltd. Corporate Events

AWAG Forms Strategic Joint Venture with Phillip Capital Australia

Australian Wealth Advisors Group Ltd (AWAG) has entered a strategic joint venture with Phillip Capital Australia, a prominent global financial services company. This partnership will enable AWAG’s products and services to be distributed to Phillip Capital Australia’s clients and potentially across its global network, enhancing AWAG’s market reach. The joint venture, seeded with over $32 million, is expected to be earnings accretive for AWAG. Additionally, John Miles, a non-executive director at Phillip Securities (Australia) Ltd, has joined AWAG’s investment committee, bringing over 20 years of capital markets experience. This collaboration is anticipated to strengthen AWAG’s position within the Australian financial services industry and benefit both organizations.

The most recent analyst rating on (AU:WAG) stock is a Buy with a A$0.50 price target. To see the full list of analyst forecasts on Australian Wealth Advisors Group Ltd. stock, see the AU:WAG Stock Forecast page.

Australian Wealth Advisors Group Schedules 2025 Annual General Meeting

Australian Wealth Advisors Group Limited has announced its Annual General Meeting (AGM) scheduled for 14 November 2025, which will be held both in-person in Melbourne and virtually. Shareholders are encouraged to participate in the meeting and can submit proxy votes through various methods. The AGM will address key resolutions and allow shareholders to engage with the company’s strategic direction. This meeting is crucial for stakeholders as it provides insights into the company’s future plans and operational strategies.

The most recent analyst rating on (AU:WAG) stock is a Buy with a A$0.50 price target. To see the full list of analyst forecasts on Australian Wealth Advisors Group Ltd. stock, see the AU:WAG Stock Forecast page.

AWAG Invests in First Mutual Australia to Bolster Growth Strategy

Australian Wealth Advisors Group Ltd (AWAG) has made a strategic investment by acquiring a 20% stake in First Mutual Australia Pty Ltd, a financial services group that provides AFSL and licensing services. This investment is expected to be earnings accretive for AWAG and aligns with its goal to expand its number of authorized representatives to between 80 and 100 by June 2026. First Mutual’s strategic associations are seen as central to AWAG’s growth strategy in the advisor industry, and the investment marks a step towards building a ‘house of brands.’ AWAG offers a model with centralized services such as compliance, investment committee, insurance benefits, professional development, and administrative support, which are designed to enhance efficiency and reduce costs for its licensees. The company plans to add 3 to 4 more boutique licensees to reach its target and is conducting due diligence on further investments in this niche.

The most recent analyst rating on (AU:WAG) stock is a Buy with a A$0.50 price target. To see the full list of analyst forecasts on Australian Wealth Advisors Group Ltd. stock, see the AU:WAG Stock Forecast page.

AWAG Announces 2025 Annual General Meeting

Australian Wealth Advisors Group Ltd (AWAG) has announced its 2025 Annual General Meeting, scheduled for November 14, 2025, in Melbourne. This meeting is a significant event for shareholders as it will provide insights into the company’s future strategies and operations. The announcement underscores AWAG’s commitment to engaging with its stakeholders and maintaining transparency in its operations.

Australian Wealth Advisors Group Ltd. Strengthens Corporate Governance

Australian Wealth Advisors Group Ltd. has reaffirmed its commitment to corporate governance by adopting several principles from the ASX Corporate Governance Council’s recommendations. The company has outlined its board’s responsibilities, including the delegation of certain functions to management, and ensures thorough checks before appointing directors or senior executives. This move is aimed at enhancing transparency and accountability, potentially strengthening the company’s market position and stakeholder trust.

Australian Wealth Advisors Group Ltd. Releases 2025 Corporate Governance Statement

Australian Wealth Advisors Group Ltd. has released its corporate governance statement for the financial year ending June 30, 2025, which is available on their website. This statement outlines the company’s adherence to the ASX Corporate Governance Council’s principles and recommendations, reflecting their commitment to transparency and accountability. The disclosure includes details on board responsibilities, director appointments, and agreements with senior executives, which are crucial for maintaining stakeholder trust and ensuring effective management oversight.

Australian Wealth Advisors Group Ltd. Releases FY2025 Results and Strategy Update

Australian Wealth Advisors Group Ltd. has released its FY2025 results, highlighting a strategic update aimed at enhancing its market position. The announcement, authorized by the Board of Directors, emphasizes the importance of consulting financial advisors before making investment decisions, reflecting a cautious approach amid market uncertainties.

AWAG Reports Strong Financial Turnaround in First ASX Year

Australian Wealth Advisors Group Ltd (AWAG) has reported a significant turnaround in its financial performance for its first full year as an ASX-listed entity, achieving a Net Profit Before Tax (NPBT) of $1,181,079 compared to a loss in the previous year. The company has seen a 13% increase in revenue, driven by strategic equity investments and growth in its Funds under Management & Advice (FUMA), which rose to $2.3 billion. AWAG is well-positioned to capitalize on industry consolidation opportunities and anticipates strong corporate and capital markets, aiming to expand its investment portfolio to eight to ten by June 2026.

AWAG and OneLedger Launch Joint Venture ‘OneLedger Wealth’

Australian Wealth Advisors Group Ltd. (AWAG) has announced a new joint venture with OneLedger Group, named OneLedger Wealth, to provide comprehensive wealth management services. This venture is expected to create a new revenue stream for AWAG and contribute to its net profit before tax for the 2026 financial year, operating as a 50% owned joint venture and marking a strategic expansion in AWAG’s service offerings.