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Netwealth Group ASX:NWL Stock Report

Last Price

AU$29.58

Market Cap

AU$7.2b

7D

-2.5%

1Y

109.2%

Updated

21 Nov, 2024

Data

Company Financials +

NWL Stock Overview

A financial services company, engages in the wealth management business in Australia. More details

NWL fundamental analysis
Snowflake Score
Valuation0/6
Future Growth4/6
Past Performance6/6
Financial Health6/6
Dividends0/6

Netwealth Group Limited Competitors

Price History & Performance

Summary of all time highs, changes and price drops for Netwealth Group
Historical stock prices
Current Share PriceAU$29.58
52 Week HighAU$30.90
52 Week LowAU$14.00
Beta0.80
11 Month Change6.44%
3 Month Change28.66%
1 Year Change109.19%
33 Year Change85.22%
5 Year Change237.67%
Change since IPO456.02%

Recent News & Updates

Netwealth Group Limited (ASX:NWL) Not Flying Under The Radar

Oct 17
Netwealth Group Limited (ASX:NWL) Not Flying Under The Radar

Here's Why Netwealth Group (ASX:NWL) Has Caught The Eye Of Investors

Sep 04
Here's Why Netwealth Group (ASX:NWL) Has Caught The Eye Of Investors

Recent updates

Netwealth Group Limited (ASX:NWL) Not Flying Under The Radar

Oct 17
Netwealth Group Limited (ASX:NWL) Not Flying Under The Radar

Here's Why Netwealth Group (ASX:NWL) Has Caught The Eye Of Investors

Sep 04
Here's Why Netwealth Group (ASX:NWL) Has Caught The Eye Of Investors

The Netwealth Group Limited (ASX:NWL) Yearly Results Are Out And Analysts Have Published New Forecasts

Aug 14
The Netwealth Group Limited (ASX:NWL) Yearly Results Are Out And Analysts Have Published New Forecasts

Here's Why We Think Netwealth Group (ASX:NWL) Might Deserve Your Attention Today

May 22
Here's Why We Think Netwealth Group (ASX:NWL) Might Deserve Your Attention Today

Getting In Cheap On Netwealth Group Limited (ASX:NWL) Might Be Difficult

May 01
Getting In Cheap On Netwealth Group Limited (ASX:NWL) Might Be Difficult

We Ran A Stock Scan For Earnings Growth And Netwealth Group (ASX:NWL) Passed With Ease

Feb 03
We Ran A Stock Scan For Earnings Growth And Netwealth Group (ASX:NWL) Passed With Ease

With EPS Growth And More, Netwealth Group (ASX:NWL) Makes An Interesting Case

Oct 13
With EPS Growth And More, Netwealth Group (ASX:NWL) Makes An Interesting Case

Netwealth Group (ASX:NWL) Has Announced That It Will Be Increasing Its Dividend To A$0.13

Aug 18
Netwealth Group (ASX:NWL) Has Announced That It Will Be Increasing Its Dividend To A$0.13

With EPS Growth And More, Netwealth Group (ASX:NWL) Makes An Interesting Case

Jun 15
With EPS Growth And More, Netwealth Group (ASX:NWL) Makes An Interesting Case

Here's Why Netwealth Group (ASX:NWL) Has Caught The Eye Of Investors

Mar 15
Here's Why Netwealth Group (ASX:NWL) Has Caught The Eye Of Investors

Is Now The Time To Put Netwealth Group (ASX:NWL) On Your Watchlist?

Oct 14
Is Now The Time To Put Netwealth Group (ASX:NWL) On Your Watchlist?

Here's Why I Think Netwealth Group (ASX:NWL) Is An Interesting Stock

Jul 08
Here's Why I Think Netwealth Group (ASX:NWL) Is An Interesting Stock

Three Things You Should Check Before Buying Netwealth Group Limited (ASX:NWL) For Its Dividend

Apr 01
Three Things You Should Check Before Buying Netwealth Group Limited (ASX:NWL) For Its Dividend

Does Netwealth Group (ASX:NWL) Deserve A Spot On Your Watchlist?

Mar 14
Does Netwealth Group (ASX:NWL) Deserve A Spot On Your Watchlist?

Independent Non-Executive Chairman Timothy Antonie Just Bought A Handful Of Shares In Netwealth Group Limited (ASX:NWL)

Feb 21
Independent Non-Executive Chairman Timothy Antonie Just Bought A Handful Of Shares In Netwealth Group Limited (ASX:NWL)

What Kind Of Investors Own Most Of Netwealth Group Limited (ASX:NWL)?

Dec 27
What Kind Of Investors Own Most Of Netwealth Group Limited (ASX:NWL)?

Who Has Been Selling Netwealth Group Limited (ASX:NWL) Shares?

Dec 06
Who Has Been Selling Netwealth Group Limited (ASX:NWL) Shares?

Shareholder Returns

NWLAU Capital MarketsAU Market
7D-2.5%1.1%1.5%
1Y109.2%37.0%17.2%

Return vs Industry: NWL exceeded the Australian Capital Markets industry which returned 37% over the past year.

Return vs Market: NWL exceeded the Australian Market which returned 17.2% over the past year.

Price Volatility

Is NWL's price volatile compared to industry and market?
NWL volatility
NWL Average Weekly Movement3.6%
Capital Markets Industry Average Movement4.0%
Market Average Movement8.6%
10% most volatile stocks in AU Market17.3%
10% least volatile stocks in AU Market3.4%

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 (4%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
1999539Matt Heinewww.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

How do Netwealth Group's earnings and revenue compare to its market cap?
NWL fundamental statistics
Market capAU$7.22b
Earnings (TTM)AU$83.37m
Revenue (TTM)AU$255.25m

86.7x

P/E Ratio

28.3x

P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
NWL income statement (TTM)
RevenueAU$255.25m
Cost of RevenueAU$90.27m
Gross ProfitAU$164.98m
Other ExpensesAU$81.61m
EarningsAU$83.37m

Last Reported Earnings

Jun 30, 2024

Next Earnings Date

n/a

Earnings per share (EPS)0.34
Gross Margin64.64%
Net Profit Margin32.66%
Debt/Equity Ratio0%

How did NWL perform over the long term?

See historical performance and comparison

Dividends

0.9%

Current Dividend Yield

82%

Payout Ratio