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NWL logo

Netwealth Group ASX:NWL Stock Report

Last Price

AU$20.68

Market Cap

AU$5.1b

7D

-6.1%

1Y

42.5%

Updated

14 Aug, 2024

Data

Company Financials +

NWL Stock Overview

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

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

Rewards

Risk Analysis

No risks detected for NWL from our risk checks.

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$20.68
52 Week HighAU$24.00
52 Week LowAU$12.06
Beta0.89
11 Month Change-6.76%
3 Month Change-0.43%
1 Year Change42.52%
33 Year Change45.22%
5 Year Change167.88%
Change since IPO288.72%

Recent News & Updates

Recent updates

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-6.1%2.5%2.0%
1Y42.5%15.2%6.4%

Return vs Industry: NWL exceeded the Australian Capital Markets industry which returned 15.2% over the past year.

Return vs Market: NWL exceeded the Australian Market which returned 6.4% over the past year.

Price Volatility

Is NWL's price volatile compared to industry and market?
NWL volatility
NWL Average Weekly Movement4.0%
Capital Markets Industry Average Movement4.1%
Market Average Movement8.0%
10% most volatile stocks in AU Market16.5%
10% least volatile stocks in AU Market3.4%

Stable Share Price: NWL has not had significant price volatility in the past 3 months.

Volatility Over Time: NWL's weekly volatility (4%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
1999588Matt Heinewww.netwealth.com.au

Netwealth Group Limited, a financial services company, engages in the wealth management business in Australia. It offers financial intermediation services; superannuation products; managed accounts; and managed funds, as well as investor directed portfolio services. The company 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$5.05b
Earnings (TTM)AU$83.37m
Revenue (TTM)AU$255.25m

60.5x

P/E Ratio

19.8x

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

1.4%

Current Dividend Yield

9%

Payout Ratio
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.