SelfWealth Limited provides online share trading services in Australia and the United States.
Price History & Performance
|Historical stock prices|
|Current Share Price||AU$0.35|
|52 Week High||AU$0.30|
|52 Week Low||AU$0.80|
|1 Month Change||-11.39%|
|3 Month Change||-7.90%|
|1 Year Change||-43.09%|
|3 Year Change||288.89%|
|5 Year Change||n/a|
|Change since IPO||118.75%|
Recent News & Updates
|SWF||AU Capital Markets||AU Market|
Return vs Industry: SWF underperformed the Australian Capital Markets industry which returned 22.7% over the past year.
Return vs Market: SWF underperformed the Australian Market which returned 20.3% over the past year.
Stable Share Price: SWF is not significantly more volatile than the rest of Australian stocks over the past 3 months, typically moving +/- 8% a week.
Volatility Over Time: SWF's weekly volatility (8%) has been stable over the past year.
About the Company
SelfWealth Limited provides online share trading services in Australia and the United States. It also provides online investor community portal services. The company was incorporated in 2011 and is based in Surrey Hills, Australia.
SelfWealth Fundamentals Summary
|SWF fundamental statistics|
Is SWF overvalued?See Fair Value and valuation analysis
Earnings & Revenue
|SWF income statement (TTM)|
|Cost of Revenue||AU$10.77m|
Last Reported Earnings
Jun 30, 2021
Next Earnings Date
|Earnings per share (EPS)||-0.0027|
|Net Profit Margin||-3.52%|
How did SWF perform over the long term?See historical performance and comparison
Is SelfWealth undervalued compared to its fair value and its price relative to the market?
Price to Book (PB) ratio
Share Price vs. Fair Value
Below Fair Value: Insufficient data to calculate SWF's fair value to establish if it is undervalued.
Significantly Below Fair Value: Insufficient data to calculate SWF's fair value to establish if it is undervalued.
Price To Earnings Ratio
PE vs Industry: SWF is unprofitable, so we can't compare its PE Ratio to the Australian Capital Markets industry average.
PE vs Market: SWF is unprofitable, so we can't compare its PE Ratio to the Australian market.
Price to Earnings Growth Ratio
PEG Ratio: Insufficient data to calculate SWF's PEG Ratio to determine if it is good value.
Price to Book Ratio
PB vs Industry: SWF is overvalued based on its PB Ratio (14.5x) compared to the AU Capital Markets industry average (1.4x).
How is SelfWealth forecast to perform in the next 1 to 3 years based on estimates from 0 analysts?
Forecasted Diversified Financials industry annual growth in earnings
In this section we usually present revenue and earnings growth projections based on the consensus estimates of professional analysts to help investors understand the company’s ability to generate profit. But as SelfWealth has not provided enough past data and has no analyst forecast, its future earnings cannot be reliably calculated by extrapolating past data or using analyst predictions.
This is quite a rare situation as 97% of companies covered by SimplyWall St do have past financial data.
How has SelfWealth performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: SWF is currently unprofitable.
Growing Profit Margin: SWF is currently unprofitable.
Past Earnings Growth Analysis
Earnings Trend: SWF is unprofitable, but has reduced losses over the past 5 years at a rate of 18.6% per year.
Accelerating Growth: Unable to compare SWF's earnings growth over the past year to its 5-year average as it is currently unprofitable
Earnings vs Industry: SWF is unprofitable, making it difficult to compare its past year earnings growth to the Capital Markets industry (12.8%).
Return on Equity
High ROE: SWF has a negative Return on Equity (-11.32%), as it is currently unprofitable.
How is SelfWealth's financial position?
Financial Position Analysis
Short Term Liabilities: SWF's short term assets (A$7.9M) exceed its short term liabilities (A$2.8M).
Long Term Liabilities: SWF's short term assets (A$7.9M) exceed its long term liabilities (A$59.2K).
Debt to Equity History and Analysis
Debt Level: SWF is debt free.
Reducing Debt: SWF has no debt compared to 5 years ago when its debt to equity ratio was 0.1%.
Cash Runway Analysis
For companies that have on average been loss making in the past we assess whether they have at least 1 year of cash runway.
Stable Cash Runway: Whilst unprofitable SWF has sufficient cash runway for more than 3 years if it maintains its current positive free cash flow level.
Forecast Cash Runway: SWF is unprofitable but has sufficient cash runway for more than 3 years, due to free cash flow being positive and growing by 27.8% per year.
What is SelfWealth current dividend yield, its reliability and sustainability?
Dividend Yield vs Market
Notable Dividend: Unable to evaluate SWF's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.
High Dividend: Unable to evaluate SWF's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.
Stability and Growth of Payments
Stable Dividend: Insufficient data to determine if SWF's dividends per share have been stable in the past.
Growing Dividend: Insufficient data to determine if SWF's dividend payments have been increasing.
Current Payout to Shareholders
Dividend Coverage: Insufficient data to calculate payout ratio to determine if its dividend payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: No need to calculate the sustainability of SWF's dividend in 3 years as they are not forecast to pay a notable one for the Australian market.
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Ms. Catherine Whitaker, also known as Cath, serves as Chief Executive Officer at SelfWealth Limited since April 20, 2021 and serves as its Executive Director since September 06, 2021. She serves as Managin...
CEO Compensation Analysis
Compensation vs Market: Cath's total compensation ($USD351.28K) is about average for companies of similar size in the Australian market ($USD301.95K).
Compensation vs Earnings: Insufficient data to compare Cath's compensation with company performance.
Experienced Management: SWF's management team is not considered experienced ( 0.5 years average tenure), which suggests a new team.
Experienced Board: SWF's board of directors are not considered experienced ( 1.4 years average tenure), which suggests a new board.
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
Recent Insider Transactions
Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 15.9%.
SelfWealth Limited's employee growth, exchange listings and data sources
- Name: SelfWealth Limited
- Ticker: SWF
- Exchange: ASX
- Founded: 2011
- Industry: Investment Banking and Brokerage
- Sector: Diversified Financials
- Market Cap: AU$82.611m
- Shares outstanding: 236.03m
- Website: https://www.selfwealth.com.au
Number of Employees
- SelfWealth Limited
- 613 Canterbury Road
- Level 2
- Surrey Hills
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2021/10/19 07:04|
|End of Day Share Price||2021/10/19 00:00|
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.