Australian Wealth Advisors Group Ltd. (AU:WAG)
ASX:WAG
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Australian Wealth Advisors Group Ltd.
(Sydney:WAG)
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Rating:76Outperform
Price Target:
AU$0.72
▲(19.67% Upside)
Action:ReiteratedDate:10/23/25
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
Very low leverage and strong equity base
Extremely low debt-to-equity and a strong equity ratio reduce financial risk and preserve strategic optionality. This capital structure supports stable operations, capacity for opportunistic investment or acquisitions, and resilience to market stress over the medium term.
Negative Factors
Prior earnings volatility and recent loss
The recent switch from a loss to profit highlights earnings volatility, signaling sensitivity to revenue or cost swings. Such episodic results can impede forecasting, reduce predictability of fee-based income, and increase risk that margins may revert under adverse conditions.
Read all positive and negative factors
Positive Factors
Negative Factors
Very low leverage and strong equity base
Extremely low debt-to-equity and a strong equity ratio reduce financial risk and preserve strategic optionality. This capital structure supports stable operations, capacity for opportunistic investment or acquisitions, and resilience to market stress over the medium term.
Read all positive factors
Australian Wealth Advisors Group Ltd. (WAG) vs. iShares MSCI Australia ETF (EWA)
Market Cap
AU$41.64M
Dividend YieldN/A
Average Volume (3M)8.77K
Price to Earnings (P/E)27.3
Beta (1Y)0.82
Revenue GrowthN/A
EPS GrowthN/A
CountryAU
EmployeesN/A
SectorFinancial
Sector Strength70
IndustryAsset Management
Share Statistics
EPS (TTM)N/A
Shares Outstanding74,365,000
10 Day Avg. Volume14,667
30 Day Avg. Volume8,766
Financial Highlights & Ratios
PEG Ratio-0.06
Price to Book (P/B)2.05
Price to Sales (P/S)2.33
P/FCF Ratio55.58
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
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 me...
How the Company Makes Money
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Australian Wealth Advisors Group Ltd. Financial Statement Overview
Summary
Income Statement
78
Positive
Balance Sheet
85
Very Positive
Cash Flow
82
Very Positive
| Breakdown | Jun 2025 | Jun 2024 | Jun 2023 | Jun 2022 |
|---|---|---|---|---|
Income Statement | ||||
| Total Revenue | 11.13M | 9.44M | 8.07M | 782.06K |
| Gross Profit | 11.13M | 9.44M | 8.07M | 782.06K |
| EBITDA | 1.18M | -120.65K | 239.38K | 109.65K |
| Net Income | 948.31K | -259.42K | 193.38K | 109.65K |
Balance Sheet | ||||
| Total Assets | 13.35M | 13.30M | 7.03M | 2.58M |
| Cash, Cash Equivalents and Short-Term Investments | 3.34M | 5.87M | 5.39M | 1.55M |
| Total Debt | 59.51K | 147.69K | 0.00 | 262.90K |
| Total Liabilities | 731.02K | 1.66M | 1.43M | 518.35K |
| Stockholders Equity | 12.62M | 11.65M | 5.60M | 2.06M |
Cash Flow | ||||
| Free Cash Flow | 466.56K | 158.00K | 280.56K | 435.73K |
| Operating Cash Flow | 466.56K | 158.00K | 280.56K | 435.73K |
| Investing Cash Flow | -2.90M | -817.12K | -70.88K | -87.89K |
| Financing Cash Flow | -88.18K | 4.70M | 70.00K | 1.27M |
Australian Wealth Advisors Group Ltd. Technical Analysis
Neutral
0.60
Price Trends
0.61
Negative
0.60
Negative
0.52
Positive
Market Momentum
-0.02
Positive
31.85
Neutral
6.67
Positive
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 0.6 is above the 20-day moving average (MA) of 0.60, below the 50-day MA of 0.61, and above the 200-day MA of 0.52, indicating a neutral trend. The MACD of -0.02 indicates Positive momentum. The RSI at 31.85 is Neutral, neither overbought nor oversold. The STOCH value of 6.67 is Positive, 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
UnderperformOutperform
Sector (68)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
76 Outperform | AU$41.64M | 27.34 | 5.30% | ― | ― | ― | |
72 Outperform | AU$56.18M | 2.97 | 35.99% | 6.39% | 22.67% | 19.47% | |
68 Neutral | $18.00B | 11.42 | 9.92% | 3.81% | 9.73% | 1.22% | |
62 Neutral | AU$58.20M | 4.79 | 8.15% | 7.22% | 21.16% | 47.24% | |
55 Neutral | AU$44.48M | 5.00 | 11.37% | 5.00% | 16.64% | 19.30% | |
54 Neutral | AU$26.98M | 38.35 | 1.46% | 2.94% | 38.32% | ― | |
53 Neutral | AU$26.79M | 46.88 | 4.11% | 2.03% | 18.17% | ― |
* Financial Sector Average
AU:WAG
Australian Wealth Advisors Group Ltd.
0.56
0.24
75.00%
AU:LCE
London City Equities Ltd
0.85
0.01
1.19%
AU:CIW
Clime Investment Management Ltd
0.33
>-0.01
-2.40%
AU:MAM
Microequities Asset Management Group Ltd.
0.43
-0.02
-5.29%
AU:WTL
WT Financial Group Ltd.
0.13
<0.01
5.69%
AU:PFG
Prime Financial Group Limited
0.23
0.02
9.76%
Australian Wealth Advisors Group Ltd. Corporate Events
Australian Wealth Advisors Group Plans Modest Share Placement
Mar 15, 2026
Australian Wealth Advisors Group Ltd. has notified the ASX of a proposed issue of up to 33,333 ordinary fully paid shares. The new securities are to be issued via a placement or similar mechanism, with the proposed issue date set for 16 March 2026...
AWAG appoints David Mazengarb as Head of Advice to drive compliant growth
Mar 15, 2026
Australian Wealth Advisors Group Ltd. has appointed experienced company director and registered auditor David Mazengarb as Head of Advice, bolstering its leadership in financial planning, wealth management and accounting. His background in emergin...
Australian Wealth Advisors Issues Cautious First-Half FY2026 Business Update
Feb 23, 2026
Australian Wealth Advisors Group Ltd. has released a first-half FY2026 business update presentation, intended to be read alongside its full-year financial report for the period ending 30 June 2025 and the associated ASX filing. The document is fra...
Australian Wealth Advisors Group lifts profit 46% as funds under management surge
Feb 23, 2026
Australian Wealth Advisors Group Ltd. reported a 46% rise in net profit before tax to $615,454 for the six months to 31 December 2025 on revenue of $5.4 million, ending the period with $3.1 million in cash and no debt. Funds under management and a...
AWAG Expands Wealth Platform With CHN Partners Joint Venture
Jan 27, 2026
Australian Wealth Advisors Group Ltd has formed a 50/50 joint venture, CHN Wealth Pty Ltd, with long-established Melbourne accounting firm CHN Partners Pty Ltd, marking AWAG’s tenth completed transaction and its second deal based on partneri...
Australian Wealth Advisors Group Names New Company Secretary
Jan 14, 2026
Australian Wealth Advisors Group has appointed Gareth James as its new company secretary, replacing Luke Phillips effective 15 January 2026. James brings broad international executive experience across hospitality, travel, tourism and property ser...
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.