SelfWealth Valuation

Is SWF undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

2/6

Valuation Score 2/6

Below Fair Value
Significantly Below Fair Value
Price-To-Earnings vs Peers
Price-To-Earnings vs Industry
Price-To-Earnings vs Fair Ratio
Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of SWF when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: Insufficient data to calculate SWF's fair value for valuation analysis.

Significantly Below Fair Value: Insufficient data to calculate SWF's fair value for valuation analysis.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for SWF?

Key metric: As SWF is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for SWF. This is calculated by dividing SWF's market cap by their current earnings.
What is SWF's PE Ratio?
PE Ratio	17.6x
Earnings	AU$3.42m
Market Cap	AU$59.99m

SWF key valuation metrics and ratios. From Price to Earnings, Price to Sales and Price to Book to Price to Earnings Growth Ratio, Enterprise Value and EBITDA.
Key Statistics
Enterprise Value/Revenue	n/a
Enterprise Value/EBITDA	n/a
PEG Ratio	n/a

Price to Earnings Ratio vs Peers

How does SWF's PE Ratio compare to its peers?

The above table shows the PE ratio for SWF vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
Company	Forward PE	Estimated Growth	Market Cap
Peer Average	35.5x
COG COG Financial Services	13.5x	19.1%	AU$173.9m
EZL Euroz Hartleys Group	24.3x	n/a	AU$134.2m
BFG Bell Financial Group	13.7x	12.8%	AU$405.7m
DVR Diverger	90.3x	n/a	AU$49.5m
SWF SelfWealth	17.6x	n/a	AU$60.0m

Price-To-Earnings vs Peers: SWF is good value based on its Price-To-Earnings Ratio (17.6x) compared to the peer average (35.5x).

Price to Earnings Ratio vs Industry

How does SWF's PE Ratio compare vs other companies in the AU Capital Markets Industry?

8 Companies	Price / Earnings	Estimated Growth	Market Cap
NGE NGE Capital	3.5x	n/a	US$26.13m
ECP ECP Emerging Growth	3.9x	n/a	US$16.81m
BPH BPH Energy	3.5x	n/a	US$9.49m
KBC Keybridge Capital	1.4x	n/a	US$6.46m

8 Companies		Estimated Growth	Market Cap

No more companies

Price-To-Earnings vs Industry: SWF is good value based on its Price-To-Earnings Ratio (17.6x) compared to the Australian Capital Markets industry average (20x).

Price to Earnings Ratio vs Fair Ratio

What is SWF's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

SWF PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio	17.6x
Fair PE Ratio	n/a

Price-To-Earnings vs Fair Ratio: Insufficient data to calculate SWF's Price-To-Earnings Fair Ratio for valuation analysis.

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

Analyst Forecast: Insufficient data to show price forecast.

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