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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)249.53m
- Net income in AUD83.37m
- Incorporated2017
- Employees539.00
- LocationNetwealth Group LtdLevel 6/180 Flinders StreetMELBOURNE 3000AustraliaAUS
- Phone+61 80088-8223
- Fax+61 39655-1333
- Websitehttps://www.netwealth.com.au/web/privacy-policy/
Peer analysis
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| 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) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMP Ltd | 3.18bn | 70.00m | 3.82bn | 4.30k | 58.01 | 1.05 | -- | 1.20 | 0.026 | 0.0395 | 1.16 | 1.43 | 0.0946 | -- | 7.90 | -- | 0.2082 | -0.5924 | 0.7096 | -0.8686 | 32.07 | 53.14 | 2.20 | -12.88 | -- | -- | 0.882 | -- | 28.19 | -19.03 | 1,800.00 | -7.46 | -2.86 | -42.24 |
| Global X Metal Securities Australia Ltd | 0.00 | 0.00 | 4.15bn | 0.00 | -- | 230.50 | -- | -- | 0.00 | 0.00 | 0.00 | 0.163 | 0.00 | -- | -- | -- | 0.00 | 0.00 | 0.00 | 0.00 | -- | -- | -- | -- | -- | -- | 0.0004 | -- | -- | -- | -- | -- | -- | -- |
| Pinnacle Investment Management Group Ltd | 48.99m | 90.35m | 4.49bn | 118.00 | 48.67 | 9.62 | 48.97 | 91.74 | 0.4545 | 0.4545 | 0.2468 | 2.30 | 0.0863 | -- | 1.65 | -- | 15.91 | 16.48 | 16.63 | 17.28 | -- | -- | 184.44 | 175.29 | -- | -- | 0.1936 | 90.62 | 7.64 | 18.32 | 18.15 | 24.25 | -7.44 | 22.22 |
| HMC Capital Ltd | 81.10m | 66.00m | 4.90bn | -- | 63.67 | 3.63 | 42.08 | 60.44 | 0.1867 | 0.1867 | 0.2301 | 3.28 | 0.0518 | -- | 3.75 | -- | 7.30 | 3.61 | 9.80 | 4.18 | -- | -- | 141.06 | 59.76 | -- | -- | 0.1182 | 168.37 | 17.99 | 10.49 | 15.58 | -- | -- | -- |
| Hub24 Ltd | 326.73m | 47.16m | 5.97bn | 893.00 | 130.45 | 11.47 | 71.10 | 18.28 | 0.5639 | 0.5639 | 3.91 | 6.41 | 0.5359 | -- | 9.95 | 365,876.80 | 7.73 | 6.46 | 8.37 | 7.12 | 91.39 | 90.36 | 14.43 | 11.91 | -- | -- | 0.08 | 71.72 | 17.26 | 27.36 | 23.56 | 45.77 | 25.29 | 52.55 |
| Argo Investments Limited | 285.52m | 252.96m | 6.87bn | 14.00 | 26.97 | 1.08 | -- | 24.06 | 0.3334 | 0.3334 | 0.3763 | 8.36 | 0.04 | -- | 7.85 | -- | 3.54 | 3.79 | 3.56 | 3.81 | -- | -- | 88.60 | 90.40 | -- | -- | 0.0002 | 97.79 | -5.87 | -1.96 | -6.90 | -2.87 | 2.53 | 0.893 |
| Netwealth Group Ltd | 249.53m | 83.37m | 7.24bn | 539.00 | 86.67 | 49.95 | 83.85 | 29.02 | 0.3413 | 0.3413 | 1.02 | 0.5922 | 1.42 | -- | 10.05 | 462,942.50 | 47.45 | 44.91 | 56.56 | 54.61 | -- | -- | 33.41 | 34.04 | -- | -- | 0.0936 | 82.67 | 20.54 | 20.96 | 24.15 | 18.82 | 45.95 | 18.27 |
| Australian Foundation Investment Co Ltd | 339.26m | 296.17m | 9.37bn | 18.00 | 31.37 | 1.13 | -- | 27.61 | 0.2375 | 0.2375 | 0.272 | 6.60 | 0.0359 | -- | 7.79 | -- | 3.14 | 3.40 | 3.16 | 3.42 | 99.59 | 99.61 | 87.37 | 88.91 | -- | -- | 0.0012 | 103.49 | -3.07 | -4.92 | -4.39 | -6.11 | -- | 1.61 |
| Holder | Shares | % Held |
|---|---|---|
| Netwealth Investments Ltd.as of 15 Oct 2024 | 12.08m | 4.93% |
| Australian Foundation Investment Co. Ltd. (Invt Mgmt)as of 26 Jul 2024 | 3.49m | 1.43% |
| The Vanguard Group, Inc.as of 06 Nov 2024 | 2.92m | 1.19% |
| Dimensional Fund Advisors LPas of 07 Nov 2024 | 2.59m | 1.06% |
| Vanguard Investments Australia Ltd.as of 30 Sep 2024 | 2.24m | 0.92% |
| DFA Australia Ltd.as of 30 Sep 2024 | 1.95m | 0.80% |
| BlackRock Fund Advisorsas of 07 Nov 2024 | 1.50m | 0.62% |
| FIL Investment Management (Australia) Ltd.as of 31 Jul 2024 | 1.23m | 0.50% |
| Russell Investment Management Ltd.as of 28 Jun 2024 | 1.05m | 0.43% |
| Norges Bank Investment Managementas of 30 Jun 2024 | 935.04k | 0.38% |
