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About the company
Netwealth Group Limited is an Australia-based financial services company. The Company acts as a technology company, a superannuation fund trustee and an administration business. The principal activities of the Company are to provide financial intermediaries and clients with wealth administration and management services, including managed funds, investor directed portfolio services, a superannuation master fund, managed accounts service, self-managed superannuation and non-custodial administration services. The Company operates through the Platform Operations segment. Its digital platform supports how its financial products are delivered to the market. Its financial products include superannuation, including accumulation and retirement income products, investor directed portfolio services for self-managed super and non-super investments, managed accounts, managed funds, self-managed superannuation funds administration, and non-custodial administration and reporting services.
- Revenue in AUD (TTM)225.05m
- Net income in AUD75.82m
- Incorporated2017
- Employees271.00
- LocationNetwealth Group LtdLevel 6/180 Flinders StreetMELBOURNE 3000AustraliaAUS
- Phone+61 80088-8223
- Fax+61 39655-1333
- Websitehttps://www.netwealth.com.au/
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Peer analysis
Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Navigator Global Investments Ltd | 331.96m | 14.69m | 1.03bn | 286.00 | 203.55 | 0.824 | 41.95 | 3.09 | 0.0103 | 0.0103 | 1.03 | 2.55 | 0.2934 | -- | 8.00 | 1,160,688.00 | 1.30 | 6.93 | 1.83 | 7.69 | 44.17 | 73.76 | 4.43 | 22.86 | -- | 1.89 | 0.1227 | 75.22 | 42.92 | 15.60 | -8.24 | 9.63 | 33.01 | -32.67 |
| BKI Investment Company Ltd | 74.18m | 67.71m | 1.35bn | 0.00 | 19.26 | 0.992 | -- | 18.23 | 0.0872 | 0.0872 | 0.0955 | 1.69 | 0.0531 | -- | 14.87 | -- | 4.85 | 5.34 | 4.85 | 5.36 | 98.09 | 98.28 | 91.28 | 91.60 | -- | -- | 0.00 | 62.19 | -26.72 | 9.71 | -30.49 | 9.25 | -- | 1.20 |
| Centuria Capital Group | 359.58m | 76.83m | 1.42bn | -- | 18.28 | 0.9676 | 17.11 | 3.94 | 0.0941 | 0.0941 | 0.4411 | 1.78 | 0.148 | -- | 3.53 | -- | 3.16 | 2.95 | 3.29 | 3.17 | 70.15 | 82.38 | 21.37 | 24.74 | -- | 3.71 | 0.2454 | 113.02 | 23.49 | 22.44 | 379.83 | 14.10 | 95.60 | 7.27 |
| Insignia Financial Ltd | 1.98bn | -42.20m | 1.50bn | 1.30k | -- | 0.6643 | 17.79 | 0.7555 | -0.0635 | -0.0656 | 2.99 | 3.36 | 0.4441 | -- | 19.76 | -- | -0.9511 | -0.4216 | -0.9966 | -0.4588 | 73.34 | 65.37 | -2.14 | -1.28 | -- | 5.84 | 0.3112 | -- | -7.07 | 19.65 | -84.06 | -46.46 | 12.90 | -22.45 |
| Magellan Financial Group Ltd | 401.57m | 202.96m | 1.50bn | 107.00 | 7.41 | 1.60 | 7.23 | 3.73 | 1.12 | 1.12 | 2.21 | 5.18 | 0.3654 | -- | 8.47 | 3,491,913.00 | 18.47 | 30.16 | 21.30 | 34.43 | 96.56 | 96.99 | 50.54 | 53.29 | -- | 102.52 | 0.0094 | 102.96 | -22.02 | -0.8626 | -52.31 | -2.92 | -4.23 | -8.41 |
| WAM Capital Limited | 312.03m | 199.29m | 1.61bn | 30.00 | 8.00 | 0.9104 | 15.15 | 5.17 | 0.1812 | 0.1812 | 0.2838 | 1.59 | 0.1753 | -- | 69.58 | -- | 11.19 | 1.71 | 11.39 | 1.77 | 87.61 | 48.07 | 63.87 | 55.72 | -- | -- | 0.00 | 510.86 | 165.79 | 6.98 | 159.01 | 6.68 | -- | 12.70 |
| L1 Long Short Fund Ltd | 276.56m | 87.86m | 1.99bn | -- | 22.48 | 1.08 | -- | 7.20 | 0.1424 | 0.1424 | 0.4484 | 2.96 | 0.0716 | -- | 4,768.31 | -- | 2.27 | 4.58 | 4.74 | 10.34 | 73.85 | 75.16 | 31.77 | 42.59 | -- | 3.06 | 0.00 | -- | 15.69 | -- | 15.74 | -- | -- | -- |
| Perpetual Ltd | 1.30bn | 66.70m | 2.45bn | 1.87k | 36.16 | 1.07 | 13.15 | 1.88 | 0.5971 | 0.5971 | 11.65 | 20.23 | 0.4707 | -- | 7.65 | 695,882.40 | 2.41 | 5.25 | 2.83 | 6.85 | -- | -- | 5.13 | 12.64 | -- | 3.46 | 0.2797 | 131.41 | 38.23 | 13.68 | -41.70 | -15.90 | 9.81 | -15.28 |
| Pinnacle Investment Management Group Ltd | 46.42m | 76.21m | 2.66bn | 118.00 | 33.83 | 6.22 | 34.46 | 57.32 | 0.3872 | 0.3872 | 0.2357 | 2.11 | 0.0869 | -- | 1.63 | -- | 14.26 | 17.06 | 14.79 | 17.93 | -- | -- | 164.18 | 168.73 | -- | -- | 0.2089 | 89.57 | -1.05 | 22.44 | 0.1401 | 27.00 | -26.86 | 25.42 |
| AMP Ltd | 2.87bn | 19.00m | 2.85bn | 4.30k | 200.00 | 0.7565 | -- | 0.9945 | 0.0054 | 0.0885 | 0.9972 | 1.41 | 0.0834 | -- | 6.90 | -- | 0.0552 | -0.5924 | 0.2117 | -0.8686 | 34.72 | 53.14 | 0.6623 | -12.88 | -- | -- | 0.8819 | -- | 28.19 | -19.03 | 1,800.00 | -7.46 | -2.86 | -42.24 |
| Hub24 Ltd | 297.73m | 44.17m | 3.52bn | 883.00 | 82.09 | 6.96 | 48.44 | 11.82 | 0.5281 | 0.5281 | 3.56 | 6.22 | 0.5207 | -- | 9.41 | 355,286.40 | 7.72 | 6.03 | 8.48 | 6.73 | 92.11 | 85.89 | 14.83 | 10.23 | -- | 46.46 | 0.0707 | 72.69 | 45.57 | 26.92 | 160.31 | 38.91 | 22.73 | -- |
| Netwealth Group Ltd | 225.05m | 75.82m | 5.09bn | 271.00 | 67.34 | 38.25 | 64.66 | 22.63 | 0.3099 | 0.3099 | 0.9198 | 0.5457 | 1.37 | -- | 9.35 | -- | 46.10 | 44.01 | 55.29 | 53.80 | -- | -- | 33.69 | 34.57 | -- | -- | 0.1059 | 82.77 | 19.75 | 20.51 | 20.88 | 27.90 | 36.03 | 34.86 |
| Argo Investments Limited | 290.77m | 260.00m | 6.60bn | 14.00 | 25.20 | 1.06 | -- | 22.70 | 0.344 | 0.344 | 0.3847 | 8.15 | 0.0422 | -- | 27.97 | -- | 3.77 | 4.07 | 3.78 | 4.09 | -- | -- | 89.42 | 91.34 | -- | -- | 0.00002 | 92.55 | -10.18 | 4.83 | -13.17 | 4.42 | -1.76 | 1.84 |
Data as of Jun 07 2024. Currency figures normalised to Netwealth Group Ltd's reporting currency: Australian Dollar AUD
13.18%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| Netwealth Investments Ltd.as of 04 Apr 2024 | 14.39m | 5.90% |
| Australian Foundation Investment Co. Ltd. (Invt Mgmt)as of 27 Jul 2023 | 3.49m | 1.43% |
| The Vanguard Group, Inc.as of 09 May 2024 | 3.12m | 1.28% |
| Vanguard Investments Australia Ltd.as of 30 Apr 2024 | 2.06m | 0.84% |
| Dimensional Fund Advisors LPas of 09 May 2024 | 1.98m | 0.81% |
| DFA Australia Ltd.as of 30 Apr 2024 | 1.87m | 0.77% |
| BlackRock Fund Advisorsas of 09 May 2024 | 1.44m | 0.59% |
| FIL Investment Management (Australia) Ltd.as of 29 Feb 2024 | 1.42m | 0.58% |
| Russell Investment Management Ltd.as of 28 Mar 2024 | 1.34m | 0.55% |
| Wasatch Advisors LPas of 31 Mar 2024 | 1.06m | 0.44% |
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Data from 30 Jun 2023 - 30 May 2024Source: FactSet Research Systems Inc.
