SelfWealth Limited offers an online share trading services in Australia. More Details
Flawless balance sheet with weak fundamentals.
Share Price & News
How has SelfWealth's share price performed over time and what events caused price changes?
Latest Share Price and Events
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 has decreased from 13% to 8% over the past year.
7 Day Return
AU Capital Markets
1 Year Return
AU Capital Markets
Return vs Industry: SWF exceeded the Australian Capital Markets industry which returned 1.4% over the past year.
Return vs Market: SWF exceeded the Australian Market which returned -1% over the past year.
Long-Term Price Volatility Vs. Market
How volatile is SelfWealth's share price compared to the market and industry in the last 5 years?
Simply Wall St News
4 weeks ago | Simply Wall StDid SelfWealth Limited (ASX:SWF) Insiders Sell Shares?
3 months ago | Simply Wall StFounder & Board Advisor Andrew Ward Just Sold A Bunch Of Shares In SelfWealth Limited (ASX:SWF)
3 months ago | Simply Wall StSelfWealth (ASX:SWF) Shareholders Have Enjoyed An Impressive 247% Share Price Gain
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 AU 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 (28.1x) compared to the AU Capital Markets industry average (1.3x).
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.
- Examine SelfWealth's financial health to determine how well-positioned it is against times of financial stress by looking at its level of debt over time and how much cash it has left.
- SelfWealth competitive advantages and company strategy can generally be found in its financial reports archived here.
- Explore growth companies in the Diversified Financials industry.
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, and losses have increased over the past 5 years at a rate of 1.6% 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 (-13.4%).
Return on Equity
High ROE: SWF has a negative Return on Equity (-67.68%), as it is currently unprofitable.
How is SelfWealth's financial position?
Financial Position Analysis
Short Term Liabilities: SWF's short term assets (A$5.7M) exceed its short term liabilities (A$1.6M).
Long Term Liabilities: SWF's short term assets (A$5.7M) exceed its long term liabilities (A$124.5K).
Debt to Equity History and Analysis
Debt Level: SWF is debt free.
Reducing Debt: SWF has no debt compared to 5 years ago when its debt to equity ratio was 49.1%.
Cash Runway Analysis
For companies that have on average been loss making in the past we assess whether they have at least 1 year of cash runway.
Stable Cash Runway: SWF has sufficient cash runway for more than 3 years based on its current free cash flow.
Forecast Cash Runway: SWF has sufficient cash runway for more than 3 years if free cash flow continues to grow at historical rates of 3.3% each year
What is SelfWealth current dividend yield, its reliability and sustainability?
Dividend Yield vs Market
Notable Dividend: Unable to evaluate SWF's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.
High Dividend: Unable to evaluate SWF's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.
Stability and Growth of Payments
Stable Dividend: Insufficient data to determine if SWF's dividends per share have been stable in the past.
Growing Dividend: Insufficient data to determine if SWF's dividend payments have been increasing.
Current Payout to Shareholders
Dividend Coverage: Insufficient data to calculate payout ratio to determine if its dividend payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: No need to calculate the sustainability of SWF's dividend in 3 years as they are not forecast to pay a notable one for the Australian market.
How experienced are the management team and are they aligned to shareholders interests?
Average board tenure
Rob Edgley (55 yo)
Mr. Robert John Edgley, also known as Rob, has been Managing Director at Self Wealth Limited since November 2019. Mr. Edgley served as the Interim Chief Executive Officer of SelfWealth Limited from Novembe...
CEO Compensation Analysis
Compensation vs Market: Rob's total compensation ($USD744.46K) is above average for companies of similar size in the Australian market ($USD279.23K).
Compensation vs Earnings: Rob's compensation has increased whilst the company is unprofitable.
|MD & Director||1yr||AU$1.02m||1.55% |
|Non-Executive Director||0.75yr||AU$27.50k||0.11% |
|Independent Non-Executive Chairman||no data||AU$75.00k||0.40% |
|Founder & Board Advisor||0.50yr||AU$388.06k||5.29% |
|Independent Non-Executive Director||3.25yrs||AU$66.00k||0.18% |
Experienced Board: SWF's board of directors are not considered experienced ( 1.2 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: SWF 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 19.5%.
SelfWealth Limited's company bio, 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$121.161m
- Shares outstanding: 205.36m
- Website: https://www.selfwealth.com.au
Number of Employees
- SelfWealth Limited
- 613 Canterbury Road
- Level 2
- Surrey Hills
|Ticker||Exchange||Primary Security||Security Type||Country||Currency||Listed on|
|SWF||ASX (Australian Securities Exchange)||Yes||Ordinary Shares||AU||AUD||Nov 2017|
|SWF||CHIA (Chi-X Australia)||Yes||Ordinary Shares||AU||AUD||Nov 2017|
SelfWealth Limited offers an online share trading services in Australia. It also provides online investor community portal services. The company was incorporated in 2011 and is based in Surrey Hills, Austr...
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2020/11/25 10:36|
|End of Day Share Price||2020/11/25 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.