NWL Stock Overview
Netwealth Group Limited, a financial services company, engages in the wealth management business in Australia.
| 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$19.84 |
| 52 Week High | AU$21.67 |
| 52 Week Low | AU$12.07 |
| Beta | 0.79 |
| 1 Month Change | -7.68% |
| 3 Month Change | 14.42% |
| 1 Year Change | 49.40% |
| 3 Year Change | 36.26% |
| 5 Year Change | 106.77% |
| Change since IPO | 271.19% |
Recent News & Updates
Recent updates
Shareholder Returns
| NWL | AU Capital Markets | AU Market | |
|---|---|---|---|
| 7D | 0% | 1.3% | 0.9% |
| 1Y | 49.4% | 6.2% | 5.6% |
Return vs Industry: NWL exceeded the Australian Capital Markets industry which returned 6.2% over the past year.
Return vs Market: NWL exceeded the Australian Market which returned 5.6% over the past year.
Price Volatility
| NWL volatility | |
|---|---|
| NWL Average Weekly Movement | 4.7% |
| Capital Markets Industry Average Movement | 4.7% |
| Market Average Movement | 8.9% |
| 10% most volatile stocks in AU Market | 17.6% |
| 10% least volatile stocks in AU Market | 3.5% |
Stable Share Price: NWL has not had significant price volatility in the past 3 months.
Volatility Over Time: NWL's weekly volatility (5%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1999 | 588 | Matt Heine | www.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
| NWL fundamental statistics | |
|---|---|
| Market cap | AU$4.85b |
| Earnings (TTM) | AU$75.82m |
| Revenue (TTM) | AU$235.30m |
64.2x
P/E Ratio20.7x
P/S RatioIs NWL overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| NWL income statement (TTM) | |
|---|---|
| Revenue | AU$235.30m |
| Cost of Revenue | AU$84.42m |
| Gross Profit | AU$150.88m |
| Other Expenses | AU$75.06m |
| Earnings | AU$75.82m |
Last Reported Earnings
Dec 31, 2023
Next Earnings Date
Aug 13, 2024
| Earnings per share (EPS) | 0.31 |
| Gross Margin | 64.12% |
| Net Profit Margin | 32.22% |
| Debt/Equity Ratio | 0% |
How did NWL perform over the long term?
See historical performance and comparison