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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
- LocationNetwealth Group LtdLevel 6/180 Flinders StreetMELBOURNE 3000AustraliaAUS
- Phone+61 80088-8223
- Fax+61 39655-1333
- Websitehttps://www.netwealth.com.au/
Peer analysis
- Key Information
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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) |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
BKI Investment Company Ltd | 74.18m | 67.71m | 1.37bn | 0.00 | 19.49 | 1.00 | -- | 18.45 | 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 | 1.41bn | -- | 18.60 | 0.9844 | 17.07 | 3.93 | 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 | 1.64bn | 1.30k | -- | 0.7328 | 19.50 | 0.8283 | -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 |
L1 Long Short Fund Ltd | 276.56m | 87.86m | 1.75bn | -- | 19.88 | 0.9557 | -- | 6.34 | 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 | -- | -- | -- |
WAM Capital Limited | 312.03m | 199.29m | 1.79bn | 30.00 | 8.94 | 1.02 | 16.83 | 5.75 | 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 |
Magellan Financial Group Ltd | 401.57m | 202.96m | 1.80bn | 107.00 | 8.90 | 1.92 | 8.68 | 4.48 | 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 |
Pinnacle Investment Management Group Ltd | 46.42m | 76.21m | 2.37bn | 118.00 | 30.11 | 5.54 | 30.66 | 51.01 | 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 |
Perpetual Ltd | 1.30bn | 66.70m | 2.81bn | 1.87k | 41.49 | 1.22 | 15.07 | 2.16 | 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 |
AMP Ltd | 2.87bn | 19.00m | 3.13bn | 4.30k | 215.89 | 0.8166 | -- | 1.09 | 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 | 3.40bn | 883.00 | 79.32 | 6.73 | 46.82 | 11.43 | 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 | 5.16bn | 271.00 | 68.28 | 38.78 | 65.56 | 22.94 | 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 | 6.71bn | 14.00 | 25.61 | 1.08 | -- | 23.06 | 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 |
Holder | Shares | % Held |
---|---|---|
Netwealth Investments Ltd.as of 27 Jul 2023 | 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 07 Mar 2024 | 2.98m | 1.22% |
Vanguard Investments Australia Ltd.as of 29 Feb 2024 | 2.05m | 0.84% |
Dimensional Fund Advisors LPas of 07 Mar 2024 | 1.86m | 0.76% |
DFA Australia Ltd.as of 29 Feb 2024 | 1.75m | 0.72% |
BlackRock Fund Advisorsas of 07 Mar 2024 | 1.43m | 0.59% |
FIL Investment Management (Australia) Ltd.as of 30 Nov 2023 | 1.26m | 0.52% |
Wasatch Advisors, Inc.as of 31 Dec 2023 | 1.06m | 0.44% |
Norges Bank Investment Managementas of 31 Dec 2023 | 1.02m | 0.42% |