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Home CompaniesNetwealth Group Ltd

Netwealth Group Ltd

Technology Software - Application
PortfolioPortfolio WatchlistWatchlist
Company price
19.45 AUD -0.55 ( 2.75%)
Last update at 2026-11-06T05:36:00Z
VOLUME
409350
Market Cap
4915.79M
P/E
80.00

Momentum Score

…

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, specialist funds and models, term deposits, premium services, and investor rewards; investment research, including securities research, managed funds research, and business and economic news; account options comprising super accelerator plus, and self-managed super fund (SMSF) and wealth accelerator plus; insurance products; forms and disclosure documents; and resources and tools, as well as advisory, licensee, and private wealth solutions. In addition, the company offers advanced portfolio management; global specialist series (GSS) funds and models; investment accounts; super accelerator core; and mobile apps. Further, it provides superannuation master fund; and performance, investment research, and mobile access tools. The company provides its financial services to investors and non-institutional intermediaries, including financial advisers, private clients, and high net worth firms. Netwealth Group Limited was founded in 1999 and is headquartered in Melbourne, Australia.

Source: TradingView
The charts and visual representations are sourced from TradingView through embedded widgets. For any issues with chart display, please visit the TradingView website

Day Price Range
19.12
Low
19.63
High
52 Week Price Range
14.57
Low
30.27
High

Momentum Score

…
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A unique technical analysis driven score developed by Kalkine showing momentum in stock prices based on select technical indicators identified.

Score - Rating
>= 1 - Low / > 1 but < 2 - Below Average / > 2 but < 3 - Average / > 3 but < 4 - Above Average / > 4 - High
AI Summary

Netwealth Group Ltd operates an Australian digital wealth platform offering administration, investment, custody and reporting to advisers, institutions and self‑managed super funds. Growth may be supported by rising funds under administration as advisers and investors adopt platform solutions, recurring fees and product expansion. Investors may find the company attractive because it appears positioned with subscription-style revenues, strong client retention and potential operating leverage.

Principal risks are market-driven declines in funds under administration that reduce fee income, intense competition that could pressure pricing and share, and regulatory or operational disruptions.

Risk Score
Medium

Note: The summary and risk score provided above is created by AI and should not be construed as a recommendation of Kalkine.

Key Metrics*

Previous Close
20.00
Dividend Yield
2.29%
Revenue TTM
389.68M
Revenue Per Share
1.59
Gross Profit TTM
254.60M
Debt / Equity
0.43
ROE
33.60%
Net Debt
-78.99M
ROCE
84.02%
Diluted EPS TTM
0.25

Key Financials*

Income Statement

Balance Sheet

Change in Cash

Total Operating Cash

Dividends Paid

Breakdown 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Type yearly yearly yearly yearly yearly
Date 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Income before tax 77.46M 157.11M 120.45M 97.01M 81.11M
Net income 60.65M 116.52M 83.37M 67.15M 55.55M
Selling general administrative 153.34M 120.45M 104.19M 89.38M 75.55M
Selling and marketing expenses - 3.75M 3.07M 2.83M 1.39M
Gross profit 228.56M 312.30M 164.98M 133.60M 109.09M
Reconciled depreciation 8.15M 5.77M 3.66M 3.28M 2.98M
Ebit 176.53M 157.11M 125.86M 100.01M 84.55M
Ebitda 184.69M 162.88M 129.51M 103.29M 87.53M
Depreciation and amortization 8.15M 5.77M 3.66M 3.28M 2.98M
Operating income 176.53M 157.11M 134.76M 102.41M 86.67M
Other operating expenses 206.37M 155.19M 120.48M 38.49M 32.66M
Interest expense 2.08M - 0.57M 0.45M 0.50M
Tax provision 16.80M 40.59M 37.08M 29.86M 25.56M
Interest income 6.92M 6.67M 5.61M 2.41M 0.50M
Net interest income 6.92M 6.67M 5.61M 2.67M -0.18M
Income tax expense 16.80M 40.59M 37.08M 29.86M 25.56M
Total revenue 382.90M 312.30M 255.25M 211.49M 172.93M
Total operating expenses 52.03M 155.19M 30.21M 116.91M 90.80M
Cost of revenue 154.34M 124.29M 90.27M 77.89M 63.84M
Total other income expense net -99.08M 7.41M -14.32M -0.24M -0.83M
Net income from continuing ops 60.65M 116.52M 83.37M 67.15M 55.55M
Net income applicable to common shares - 116.52M 83.37M 67.15M 55.55M
Breakdown 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Type yearly yearly yearly yearly yearly
Date 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Total assets 276.28M 257.32M 189.49M 161.88M 136.20M
Intangible assets 31.39M 24.35M 9.64M 6.51M 2.21M
Other current assets 6.79M - 3.32M 8.57M 10.02M
Total liab 114.39M 58.18M 44.97M 38.84M 31.96M
Total stockholder equity 161.89M 199.14M 144.52M 123.05M 104.24M
Other current liab 13.13M - 9.86M 0.08M 1.50M
Common stock 45.80M - 28.38M 27.23M 26.56M
Capital stock 45.80M 42.03M 28.38M 27.23M 26.56M
Retained earnings 103.63M 146.00M 106.55M 89.05M 73.10M
Other liab - - - 0.95M 0.73M
Good will 1.67M 1.67M - - -
Other assets - - 0.00M 3.11M 1.58M
Cash 149.40M 148.52M 126.68M 109.48M 88.38M
Total current liabilities 66.16M - 30.83M 25.74M 17.64M
Current deferred revenue - - 6.13M 13.54M 6.85M
Net debt -78.99M - -111.76M -95.90M -73.29M
Short term debt 23.91M - 1.77M 1.44M 1.50M
Short long term debt 23.91M 2.00M 1.77M 1.44M 1.50M
Short long term debt total 70.41M - 14.91M 13.59M 15.09M
Other stockholder equity - - - -116.28M -99.67M
Property plant equipment - - - 14.28M 16.20M
Total current assets 222.95M - 157.98M 136.38M 114.21M
Long term investments 24.45M 24.53M 4.23M 2.53M 1.99M
Net tangible assets - - - 116.54M 102.03M
Short term investments 24.33M 24.53M 0.68M 0.49M 1.09M
Net receivables 42.44M 0.18M 27.30M 17.84M 14.73M
Long term debt 46.50M 11.51M 13.14M 12.15M 13.59M
Accounts payable 29.11M 23.07M 13.06M 10.69M 7.79M
Accumulated other comprehensive income 12.46M - 9.59M 6.77M 4.58M
Non currrent assets other - - -0.00M - 14.64M
Non current assets total 53.33M - 31.50M 25.51M 21.99M
Long term debt total - - - 12.15M 13.59M
Breakdown 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Type yearly yearly yearly yearly yearly
Date 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Investments 0.02M -39.50M -5.11M -4.99M -3.69M
Change to liabilities - - - 3.31M 0.63M
Total cashflows from investing activities -13.45M -39.50M -5.11M -4.99M -3.69M
Net borrowings 56.34M - - -1.50M -1.41M
Total cash from financing activities -43.62M -65.51M -67.68M -53.13M -48.95M
Change to operating activities - - - 2.69M 1.82M
Net income 60.65M 116.52M 83.37M 67.15M 55.55M
Change in cash 0.88M 21.84M 17.19M 21.11M 6.96M
Begin period cash flow 148.52M 126.68M 109.48M 88.38M 81.42M
End period cash flow 149.40M 148.52M 126.68M 109.48M 88.38M
Total cash from operating activities 57.95M 126.84M 89.98M 79.23M 59.60M
Issuance of capital stock 3.07M 13.40M 0.97M 0.48M -
Depreciation 8.15M - 3.66M 2.70M 2.68M
Other cashflows from investing activities 0.00M -6.29M 0.00M 0.65M -0.70M
Dividends paid 103.02M -77.07M -65.87M 51.21M 47.54M
Change to account receivables -4.26M -5.39M -4.54M -3.17M -0.33M
Sale purchase of stock - 13.40M 0.97M 0.48M 1.92M
Other cashflows from financing activities -1.99M -1.84M -2.78M -2.40M -3.69M
Change to netincome - - - 5.96M -1.04M
Capital expenditures 1.72M 7.90M 4.91M 5.64M 2.99M
Change in working capital -11.60M 4.20M -0.57M -3.17M -0.33M
Stock based compensation - - 3.00M 2.38M 3.05M
Other non cash items 0.74M 122.64M 3.52M 9.38M 1.38M
Free cash flow 56.23M 118.94M 85.07M 73.58M 56.61M

Peer Comparison*

Sector: Technology Industry: Software - Application

Stock Name
Change
(AUD)
Price
(AUD)
Trailing
PE (x)
Forward
PE (x)
Price Sales
TTM (x)
Price to Book Value (x)
Enterprise Value
to Revenue (x)
NWL
Netwealth Group Ltd		 -0.55
2.75%		 19.45 80.00 32.57 12.62 29.59 13.08
WTC
Wisetech Global Ltd		 -0.35
0.78%		 44.49 56.76 27.86 10.80 5.09 8.44
XRO
Xero Ltd		 -0.12
0.17%		 70.74 - 57.14 4.53 2.46 4.90
TNE
Technology One Ltd		 -0.51
1.54%		 32.65 77.12 53.48 17.20 24.08 16.02
360
LIFE360 Inc		 -0.42
1.84%		 22.45 24.04 42.37 9.55 5.97 6.09

Profile*

Netwealth Group Ltd

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, specialist funds and models, term deposits, premium services, and investor rewards; investment research, including securities research, managed funds research, and business and economic news; account options comprising super accelerator plus, and self-managed super fund (SMSF) and wealth accelerator plus; insurance products; forms and disclosure documents; and resources and tools, as well as advisory, licensee, and private wealth solutions. In addition, the company offers advanced portfolio management; global specialist series (GSS) funds and models; investment accounts; super accelerator core; and mobile apps. Further, it provides superannuation master fund; and performance, investment research, and mobile access tools. The company provides its financial services to investors and non-institutional intermediaries, including financial advisers, private clients, and high net worth firms. Netwealth Group Limited was founded in 1999 and is headquartered in Melbourne, Australia.

180 Flinders Street, Melbourne, VIC, Australia, 3000

61 3 9655 1300

https://www.netwealth.com.au

790

Name Title Year Born
Mr. Matthew Alexander Max Heine MD & Director NA
Mr. Grant A. Boyle C.A. CFO & Joint Company Sec. NA
Mr. Michael Max Heine Exec. Director NA
Mr. John Hanrahan Chief Information Officer NA
Ms. Amanda Atkinson Head of Investor Services NA
Mr. Damian Holland Gen. Mang. of Sales & Distribution NA
Mr. Nick Mitchell Head of Distribution NA
Lindsay Coates Head of Strategic Accounts NA
Naomi Finnigan Head of Investment Solutions NA
Mr. Matthew Alexander Max Heine CEO, MD & Director NA

Disclaimer - (*)This information, including any data, is sourced from Unicorn Data Services SAS, trading as EOD Historical Data (“EODHD”) on an ‘as is’ basis, using their API. We cannot guarantee the completeness or validity of the information and data provided on this page, as well as via the API. In some cases, the data may include analyst ratings or recommendations sourced through the EODHD API, which are intended solely for general information purposes.
This information does not consider your personal objectives, financial situation, or needs. Kalkine is not liable for any errors or omissions in the information provided or for any actions taken in reliance on it. You should seek advice from a financial adviser, stockbroker or other professional adviser (including taxation and legal advice) as necessary before acting on this information.

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