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 ▼(-13.79% 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.

Positive Factors

Revenue Growth

Strong revenue growth indicates expanding market presence and effective client acquisition, supporting long-term business sustainability.

Cash Flow Generation

Robust cash flow growth enhances financial flexibility, allowing for reinvestment in business operations and strategic initiatives.

Balance Sheet Strength

A strong balance sheet with minimal leverage reduces financial risk, providing stability and resilience against economic fluctuations.

Negative Factors

Earnings Volatility

Earnings volatility can pose a risk to consistent financial performance, potentially impacting investor confidence and strategic planning.

Past Losses

Past losses highlight potential challenges in maintaining profitability, necessitating careful management to sustain positive financial momentum.

Lack of Earnings Call Data

The absence of earnings call data limits transparency and insights into management's strategic outlook, affecting investor decision-making.

Australian Wealth Advisors Group Ltd. Business Overview & Revenue Model

Company Description

Australian Wealth Advisors Group Ltd. (WAG) is a leading financial services firm based in Australia, specializing in wealth management, investment advisory, and financial planning services. The company primarily caters to high-net-worth individuals, families, and small to medium-sized enterprises, offering tailored solutions to help clients achieve their financial goals. WAG's core products include investment portfolios, retirement planning, estate planning, and risk management services, all delivered through a team of experienced financial advisors committed to providing exceptional client service.

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: Neutral
• Last Price: 0.58
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Positive
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:WAG, the sentiment is Neutral. The current price of 0.58 is below the 20-day moving average (MA) of 0.59, above the 50-day MA of 0.56, and above the 200-day MA of 0.41, indicating a neutral trend. The MACD of <0.01 indicates Positive momentum. The RSI at 50.02 is Neutral, neither overbought nor oversold. The STOCH value of 60.00 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral 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%	6.55%	22.67%	19.47%
Sector *	68 Neutral	$18.00B	11.42	9.92%	3.81%	9.73%	1.22%
WTL	61 Neutral	AU$51.33M	11.03	15.13%	5.00%	16.64%	19.30%
LCE	60 Neutral	AU$26.61M	53.13	2.17%	2.94%	38.32%	―
PFG	55 Neutral	AU$59.56M	12.57	8.35%	7.22%	21.16%	47.24%
CIW	51 Neutral	AU$33.09M	58.82	2.42%	2.05%	18.17%	―

Australian Wealth Advisors Group Ltd. Corporate Events

AWAG Successfully Passes All Resolutions at 2025 AGM

Australian Wealth Advisors Group Ltd announced that all resolutions at their 2025 Annual General Meeting were passed with the necessary majorities. The resolutions included the adoption of the remuneration report, the re-election of Mr. Paul Young as a director, and the approval of a 10% placement capacity, all of which received unanimous support. This outcome reflects strong shareholder confidence and positions AWAG to continue its strategic initiatives in the financial services sector.

Australian Wealth Advisors Group Releases Investor Update at AGM

Australian Wealth Advisors Group Ltd. released an investor update during its Annual General Meeting for the fiscal year ending June 30, 2025. The company emphasized that the presentation is for informational purposes only and should be read in conjunction with their full financial report. The announcement, authorized by the Board of Directors, highlights the company’s caution regarding the accuracy and completeness of the information provided, advising investors to seek professional advice before making decisions.

AWAG Reports Strong Financial Year and Strategic Growth Plans

Australian Wealth Advisors Group Ltd. (AWAG), an ASX-listed company, reported a successful financial year with a Net Profit Before Tax of $1.2 million, marking its first full year on the exchange. The company completed five key investments and joint ventures, aiming to expand its representative base significantly by June 2026. AWAG’s strategic focus on growth and corporate activism within the ASX-listed wealth advisory and management industry positions it strongly for future consolidation opportunities. The company remains profitable with a positive cash flow and has a pipeline of investments under due diligence, indicating a promising outlook for the 2026 financial year.

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.

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.

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.

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.