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

• Market Cap: AU$40.90M
• Dividend Yield: N/A
• Average Volume (3M): 8.77K
• Price to Earnings (P/E): ―
• Beta (1Y): 0.93
• 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

• Rating: 73 Outperform
• Price Target: AU$0.50 ▼(-9.09% Downside)

The overall stock score of 73.1 reflects strong financial performance and technical momentum. The company's robust financial health and bullish price trends are significant strengths. However, the lack of valuation metrics and overbought technical indicators introduce some risk, which slightly tempers the overall score.

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: 0.55
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Negative
• RSI: Negative
• STOCH: Neutral

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 0.55 is above the 20-day moving average (MA) of 0.50, above the 50-day MA of 0.46, and above the 200-day MA of 0.37, indicating a bullish trend. The MACD of 0.03 indicates Negative momentum. The RSI at 87.47 is Negative, neither overbought nor oversold. The STOCH value of 26.48 is Neutral, 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
MAM	74 Outperform	AU$74.47M	10.44	32.22%	6.84%	22.67%	19.47%
WAG	73 Outperform	AU$40.90M	―	―	―	―	―
WTL	71 Outperform	AU$54.75M	11.76	15.13%	4.38%	16.64%	19.30%
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%	―
PFG	55 Neutral	AU$60.22M	12.83	8.35%	6.92%	21.16%	47.24%
CIW	51 Neutral	AU$32.26M	57.35	2.42%	1.90%	18.17%	―