SelfWealth Past Earnings Performance

Past criteria checks 6/6

SelfWealth has been growing earnings at an average annual rate of 33.2%, while the Capital Markets industry saw earnings growing at 6.8% annually. Revenues have been growing at an average rate of 31.7% per year. SelfWealth's return on equity is 24.8%, and it has net margins of 12.4%.

Key information

33.2%

Earnings growth rate

39.3%

EPS growth rate

Capital Markets Industry Growth6.6%
Revenue growth rate31.7%
Return on equity24.8%
Net Margin12.4%
Last Earnings Update30 Jun 2024

Recent past performance updates

Recent updates

Revenue & Expenses Breakdown

How SelfWealth makes and spends money. Based on latest reported earnings, on an LTM basis.


Earnings and Revenue History

CHIA:SWF Revenue, expenses and earnings (AUD Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
30 Jun 24283160
31 Mar 24283170
31 Dec 23282180
30 Sep 23291180
30 Jun 23290170
31 Mar 2327-2170
31 Dec 2225-4170
30 Sep 2222-5170
30 Jun 2220-6160
31 Mar 2220-4140
31 Dec 2120-3120
30 Sep 2119-2100
30 Jun 2118-180
31 Mar 2116-180
31 Dec 2014-270
30 Sep 2011-370
30 Jun 208-360
31 Mar 206-350
31 Dec 194-340
30 Sep 193-350
30 Jun 193-350
31 Mar 192-460
31 Dec 182-570
30 Sep 181-560
30 Jun 181-560
31 Mar 181-550
31 Dec 170-540
30 Sep 170-440
30 Jun 170-330
30 Jun 161-330
30 Jun 150-220

Quality Earnings: SWF has high quality earnings.

Growing Profit Margin: SWF's current net profit margins (12.4%) are higher than last year (0.3%).


Free Cash Flow vs Earnings Analysis


Past Earnings Growth Analysis

Earnings Trend: SWF has become profitable over the past 5 years, growing earnings by 33.2% per year.

Accelerating Growth: SWF's earnings growth over the past year (3596.2%) exceeds its 5-year average (33.2% per year).

Earnings vs Industry: SWF earnings growth over the past year (3596.2%) exceeded the Capital Markets industry 15.6%.


Return on Equity

High ROE: SWF's Return on Equity (24.8%) is considered high.


Return on Assets


Return on Capital Employed


Discover strong past performing companies

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/01/04 10:10
End of Day Share Price 2025/01/02 00:00
Earnings2024/06/30
Annual Earnings2024/06/30

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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.

AnalystInstitution
null nullIndependent Investment Research (Aust.) Pty Ltd