NWL Stock Overview
A financial services company, engages in the wealth management business in Australia. More details
| Snowflake Score | |
|---|---|
| Valuation | 0/6 |
| Future Growth | 4/6 |
| Past Performance | 6/6 |
| Financial Health | 6/6 |
| Dividends | 0/6 |
Netwealth Group Limited Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | AU$29.47 |
| 52 Week High | AU$30.82 |
| 52 Week Low | AU$14.05 |
| Beta | 0.80 |
| 11 Month Change | 6.51% |
| 3 Month Change | 28.35% |
| 1 Year Change | 108.42% |
| 33 Year Change | 85.00% |
| 5 Year Change | 236.80% |
| Change since IPO | 451.36% |
Recent News & Updates
Recent updates
Shareholder Returns
| NWL | AU Capital Markets | AU Market | |
|---|---|---|---|
| 7D | -3.0% | 1.1% | 1.5% |
| 1Y | 108.4% | 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
| NWL volatility | |
|---|---|
| NWL Average Weekly Movement | 3.6% |
| Capital Markets Industry Average Movement | 4.0% |
| Market Average Movement | 8.6% |
| 10% most volatile stocks in AU Market | 17.3% |
| 10% least volatile stocks in AU Market | 3.4% |
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
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1999 | 539 | Matt Heine | www.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
| NWL fundamental statistics | |
|---|---|
| Market cap | AU$7.23b |
| Earnings (TTM) | AU$83.37m |
| Revenue (TTM) | AU$255.25m |
86.7x
P/E Ratio28.3x
P/S RatioIs NWL overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| NWL income statement (TTM) | |
|---|---|
| Revenue | AU$255.25m |
| Cost of Revenue | AU$90.27m |
| Gross Profit | AU$164.98m |
| Other Expenses | AU$81.61m |
| Earnings | AU$83.37m |
Last Reported Earnings
Jun 30, 2024
Next Earnings Date
n/a
| Earnings per share (EPS) | 0.34 |
| Gross Margin | 64.64% |
| Net Profit Margin | 32.66% |
| Debt/Equity Ratio | 0% |
How did NWL perform over the long term?
See historical performance and comparison