SWF Stock Overview
Engages in online share trading services on the Australian, the United States, and Hong Kong stock exchanges. More details
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 0/6 |
| Past Performance | 6/6 |
| Financial Health | 6/6 |
| Dividends | 0/6 |
My Notes
Capture your thoughts, links and company narrative
SelfWealth Limited Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | AU$0.24 |
| 52 Week High | AU$0.27 |
| 52 Week Low | AU$0.10 |
| Beta | 0.97 |
| 1 Month Change | -4.00% |
| 3 Month Change | 84.62% |
| 1 Year Change | 37.14% |
| 3 Year Change | -18.64% |
| 5 Year Change | 37.14% |
| Change since IPO | 50.00% |
Recent News & Updates
Investors Aren't Entirely Convinced By SelfWealth Limited's (ASX:SWF) Revenues
Aug 09
Take Care Before Diving Into The Deep End On SelfWealth Limited (ASX:SWF)
Apr 24Cautious Investors Not Rewarding SelfWealth Limited's (ASX:SWF) Performance Completely
Jan 02Recent updates
Investors Aren't Entirely Convinced By SelfWealth Limited's (ASX:SWF) Revenues
Aug 09Take Care Before Diving Into The Deep End On SelfWealth Limited (ASX:SWF)
Apr 24Cautious Investors Not Rewarding SelfWealth Limited's (ASX:SWF) Performance Completely
Jan 02Sentiment Still Eluding SelfWealth Limited (ASX:SWF)
Jun 09Here's What SelfWealth Limited's (ASX:SWF) Shareholder Ownership Structure Looks Like
Mar 16Need To Know: SelfWealth Limited (ASX:SWF) Insiders Have Been Selling Shares
Feb 03Shareholders Are Thrilled That The SelfWealth (ASX:SWF) Share Price Increased 262%
Dec 20
Shareholder Returns
| SWF | AU Capital Markets | AU Market | |
|---|---|---|---|
| 7D | -1.0% | -3.5% | -2.7% |
| 1Y | 37.1% | 21.2% | 6.5% |
Return vs Industry: SWF exceeded the Australian Capital Markets industry which returned 21.2% over the past year.
Return vs Market: SWF exceeded the Australian Market which returned 6.5% over the past year.
Price Volatility
| SWF volatility | |
|---|---|
| SWF Average Weekly Movement | 22.6% |
| Capital Markets Industry Average Movement | 4.0% |
| Market Average Movement | 8.0% |
| 10% most volatile stocks in AU Market | 16.8% |
| 10% least volatile stocks in AU Market | 3.1% |
Stable Share Price: SWF's share price has been volatile over the past 3 months compared to the Australian market.
Volatility Over Time: SWF's weekly volatility has increased from 14% to 23% over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2011 | n/a | Craig Keary | www.selfwealth.com.au |
SelfWealth Limited engages in online share trading services on the Australian, the United States, and Hong Kong stock exchanges. The company provides a various account, such as individual companies, trusts, SMSF, minor and joint accounts, as well as supports retail investor community. It offers flat-fee securities brokerage services.
SelfWealth Limited Fundamentals Summary
| SWF fundamental statistics | |
|---|---|
| Market cap | AU$55.38m |
| Earnings (TTM) | AU$3.42m |
| Revenue (TTM) | AU$27.54m |
16.2x
P/E Ratio2.0x
P/S RatioIs SWF overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| SWF income statement (TTM) | |
|---|---|
| Revenue | AU$27.54m |
| Cost of Revenue | AU$8.13m |
| Gross Profit | AU$19.41m |
| Other Expenses | AU$15.99m |
| Earnings | AU$3.42m |
Last Reported Earnings
Jun 30, 2024
Next Earnings Date
n/a
| Earnings per share (EPS) | 0.015 |
| Gross Margin | 70.47% |
| Net Profit Margin | 12.40% |
| Debt/Equity Ratio | 0% |
How did SWF perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2024/12/21 04:17 |
| End of Day Share Price | 2024/12/20 00:00 |
| Earnings | 2024/06/30 |
| 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 |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| 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 here.
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 .
Analyst Sources
SelfWealth Limited is covered by 1 analysts. 0 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 |
|---|---|
| null null | Independent Investment Research (Aust.) Pty Ltd |