Equities

Netwealth Group Ltd

NWL:ASX

Netwealth Group Ltd

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FinancialsInvestment Banking and Brokerage Services
  • Price (AUD)21.12
  • Today's Change-0.04 / -0.19%
  • Shares traded379.86k
  • 1 Year change+62.84%
  • Beta0.9621
Data delayed at least 20 minutes, as of Mar 28 2024 05:10 BST.
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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 a wealth 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 two segments: Platform Operations, and Data and Advice Tech Solutions. The Company’s subsidiaries include Netwealth Superannuation Services Pty Ltd (NSS) and Netwealth Investments Limited (NIL). Netwealth Superannuation Services Pty Ltd is the trustee of the Netwealth Superannuation Master Fund. NIL is the trustee of the Netwealth Superannuation Master Fund.

  • Revenue in AUD (TTM)225.05m
  • Net income in AUD75.82m
  • Incorporated2017
  • Employees271.00
  • Location
    Netwealth 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
CompanyRevenue (TTM)Net income (TTM)Market capEmployeesPrice/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)
BKI Investment Company Ltd74.18m67.71m1.37bn0.0019.491.00--18.450.08720.08720.09551.690.0531--14.87--4.855.344.855.3698.0998.2891.2891.60----0.0062.19-26.729.71-30.499.25--1.20
Centuria Capital Group359.58m76.83m1.41bn--18.600.984417.073.930.09410.09410.44111.780.148--3.53--3.162.953.293.1770.1582.3821.3724.74--3.710.2454113.0223.4922.44379.8314.1095.607.27
Insignia Financial Ltd1.98bn-42.20m1.64bn1.30k--0.732819.500.8283-0.0635-0.06562.993.360.4441--19.76---0.9511-0.4216-0.9966-0.458873.3465.37-2.14-1.28--5.840.3112---7.0719.65-84.06-46.4612.90-22.45
L1 Long Short Fund Ltd276.56m87.86m1.75bn--19.880.9557--6.340.14240.14240.44842.960.0716--4,768.31--2.274.584.7410.3473.8575.1631.7742.59--3.060.00--15.69--15.74------
WAM Capital Limited312.03m199.29m1.79bn30.008.941.0216.835.750.18120.18120.28381.590.1753--69.58--11.191.7111.391.7787.6148.0763.8755.72----0.00510.86165.796.98159.016.68--12.70
Magellan Financial Group Ltd401.57m202.96m1.80bn107.008.901.928.684.481.121.122.215.180.3654--8.473,491,913.0018.4730.1621.3034.4396.5696.9950.5453.29--102.520.0094102.96-22.02-0.8626-52.31-2.92-4.23-8.41
Pinnacle Investment Management Group Ltd46.42m76.21m2.37bn118.0030.115.5430.6651.010.38720.38720.23572.110.0869--1.63--14.2617.0614.7917.93----164.18168.73----0.208989.57-1.0522.440.140127.00-26.8625.42
Perpetual Ltd1.30bn66.70m2.81bn1.87k41.491.2215.072.160.59710.597111.6520.230.4707--7.65695,882.402.415.252.836.85----5.1312.64--3.460.2797131.4138.2313.68-41.70-15.909.81-15.28
AMP Ltd2.87bn19.00m3.13bn4.30k215.890.8166--1.090.00540.08850.99721.410.0834--6.90--0.0552-0.59240.2117-0.868634.7253.140.6623-12.88----0.8819--28.19-19.031,800.00-7.46-2.86-42.24
Hub24 Ltd297.73m44.17m3.40bn883.0079.326.7346.8211.430.52810.52813.566.220.5207--9.41355,286.407.726.038.486.7392.1185.8914.8310.23--46.460.070772.6945.5726.92160.3138.9122.73--
Netwealth Group Ltd225.05m75.82m5.16bn271.0068.2838.7865.5622.940.30990.30990.91980.54571.37--9.35--46.1044.0155.2953.80----33.6934.57----0.105982.7719.7520.5120.8827.9036.0334.86
Argo Investments Limited290.77m260.00m6.71bn14.0025.611.08--23.060.3440.3440.38478.150.0422--27.97--3.774.073.784.09----89.4291.34----0.0000292.55-10.184.83-13.174.42-1.761.84
Data as of Mar 28 2024. Currency figures normalised to Netwealth Group Ltd's reporting currency: Australian Dollar AUD

Institutional shareholders

12.83%Per cent of shares held by top holders
HolderShares% Held
Netwealth Investments Ltd.as of 27 Jul 202314.39m5.90%
Australian Foundation Investment Co. Ltd. (Invt Mgmt)as of 27 Jul 20233.49m1.43%
The Vanguard Group, Inc.as of 07 Mar 20242.98m1.22%
Vanguard Investments Australia Ltd.as of 29 Feb 20242.05m0.84%
Dimensional Fund Advisors LPas of 07 Mar 20241.86m0.76%
DFA Australia Ltd.as of 29 Feb 20241.75m0.72%
BlackRock Fund Advisorsas of 07 Mar 20241.43m0.59%
FIL Investment Management (Australia) Ltd.as of 30 Nov 20231.26m0.52%
Wasatch Advisors, Inc.as of 31 Dec 20231.06m0.44%
Norges Bank Investment Managementas of 31 Dec 20231.02m0.42%
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Data from 30 Jun 2023 - 29 Feb 2024Source: FactSet Research Systems Inc.
Data Provided by LSEG
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