NWL Stock Overview
A financial services company, engages in the wealth management business in Australia. More details
| Snowflake Score | |
|---|---|
| Valuation | 0/6 |
| Future Growth | 4/6 |
| Past Performance | 5/6 |
| Financial Health | 6/6 |
| Dividends | 0/6 |
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Netwealth Group Limited Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | AU$25.45 |
| 52 Week High | AU$33.40 |
| 52 Week Low | AU$18.69 |
| Beta | 0.83 |
| 1 Month Change | -4.82% |
| 3 Month Change | -6.98% |
| 1 Year Change | 26.37% |
| 3 Year Change | 92.80% |
| 5 Year Change | 235.75% |
| Change since IPO | 378.38% |
Recent News & Updates
Acquisitions Like Xeppo And Flux Could Strain Margins But Broaden Services
Feb 23 Expansion into emerging markets and non-traditional platforms could increase acquisition costs and compress margins, impacting earnings.Investors Still Waiting For A Pull Back In Netwealth Group Limited (ASX:NWL)
Jan 31
Recent updates
Acquisitions Like Xeppo And Flux Could Strain Margins But Broaden Services
Feb 23 Expansion into emerging markets and non-traditional platforms could increase acquisition costs and compress margins, impacting earnings.Investors Still Waiting For A Pull Back In Netwealth Group Limited (ASX:NWL)
Jan 31Does Netwealth Group (ASX:NWL) Deserve A Spot On Your Watchlist?
Dec 19Netwealth Group Limited (ASX:NWL) Not Flying Under The Radar
Oct 17Here's Why Netwealth Group (ASX:NWL) Has Caught The Eye Of Investors
Sep 04The Netwealth Group Limited (ASX:NWL) Yearly Results Are Out And Analysts Have Published New Forecasts
Aug 14Here's Why We Think Netwealth Group (ASX:NWL) Might Deserve Your Attention Today
May 22Getting In Cheap On Netwealth Group Limited (ASX:NWL) Might Be Difficult
May 01We Ran A Stock Scan For Earnings Growth And Netwealth Group (ASX:NWL) Passed With Ease
Feb 03With EPS Growth And More, Netwealth Group (ASX:NWL) Makes An Interesting Case
Oct 13Netwealth Group (ASX:NWL) Has Announced That It Will Be Increasing Its Dividend To A$0.13
Aug 18With EPS Growth And More, Netwealth Group (ASX:NWL) Makes An Interesting Case
Jun 15Here's Why Netwealth Group (ASX:NWL) Has Caught The Eye Of Investors
Mar 15Is Now The Time To Put Netwealth Group (ASX:NWL) On Your Watchlist?
Oct 14Here's Why I Think Netwealth Group (ASX:NWL) Is An Interesting Stock
Jul 08Three Things You Should Check Before Buying Netwealth Group Limited (ASX:NWL) For Its Dividend
Apr 01Does Netwealth Group (ASX:NWL) Deserve A Spot On Your Watchlist?
Mar 14Independent Non-Executive Chairman Timothy Antonie Just Bought A Handful Of Shares In Netwealth Group Limited (ASX:NWL)
Feb 21
What Kind Of Investors Own Most Of Netwealth Group Limited (ASX:NWL)?
Dec 27Who Has Been Selling Netwealth Group Limited (ASX:NWL) Shares?
Dec 06Shareholder Returns
| NWL | AU Capital Markets | AU Market | |
|---|---|---|---|
| 7D | 13.2% | 2.8% | 0.08% |
| 1Y | 26.4% | -1.8% | -3.9% |
Return vs Industry: NWL exceeded the Australian Capital Markets industry which returned -1.8% over the past year.
Return vs Market: NWL exceeded the Australian Market which returned -3.9% over the past year.
Price Volatility
| NWL volatility | |
|---|---|
| NWL Average Weekly Movement | 7.3% |
| Capital Markets Industry Average Movement | 5.0% |
| Market Average Movement | 9.0% |
| 10% most volatile stocks in AU Market | 16.3% |
| 10% least volatile stocks in AU Market | 4.0% |
Stable Share Price: NWL has not had significant price volatility in the past 3 months compared to the Australian market.
Volatility Over Time: NWL's weekly volatility (7%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1999 | 664 | Matt Heine | www.netwealth.com.au |
Netwealth Group Limited, a financial services company, engages in the wealth management business in Australia. The company operates a platform that offers superannuation, including accumulation and retirement income products; investor directed portfolio services for self-managed superannuation and non-superannuation investments; managed accounts and funds, self-managed superannuation funds administration; and non-custodial administration and reporting services. It also provides investment wrap products; investment options, such as listed and international securities, managed account models, managed funds, term deposits, premium services, and investor rewards; insurance products; forms and disclosure documents; and resources and tools, as well as advisory, licensee, and private wealth solutions.
Netwealth Group Limited Fundamentals Summary
| NWL fundamental statistics | |
|---|---|
| Market cap | AU$6.23b |
| Earnings (TTM) | AU$101.67m |
| Revenue (TTM) | AU$287.29m |
61.3x
P/E Ratio21.7x
P/S RatioIs NWL overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| NWL income statement (TTM) | |
|---|---|
| Revenue | AU$287.29m |
| Cost of Revenue | AU$97.96m |
| Gross Profit | AU$189.33m |
| Other Expenses | AU$87.66m |
| Earnings | AU$101.67m |
Last Reported Earnings
Dec 31, 2024
Next Earnings Date
Aug 21, 2025
| Earnings per share (EPS) | 0.42 |
| Gross Margin | 65.90% |
| Net Profit Margin | 35.39% |
| Debt/Equity Ratio | 0% |
How did NWL perform over the long term?
See historical performance and comparisonDividends
1.4%
Current Dividend Yield76%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2025/04/13 21:47 |
| End of Day Share Price | 2025/04/11 00:00 |
| Earnings | 2024/12/31 |
| Annual Earnings | 2024/06/30 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Netwealth Group Limited is covered by 27 analysts. 16 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Russell Wright | Barclay Pearce Capital Pty Limited |
| Benjamin Brayshaw | Barrenjoey Markets Pty Limited |
| Nicholas McGarrigle | Barrenjoey Markets Pty Limited |