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Home CompaniesSelfWealth Limited

SelfWealth Limited

Financial Services Capital Markets
PortfolioPortfolio WatchlistWatchlist
Company price
None AUD 0.00(0%)
Last update at 2025-08-14T06:45:03.504591Z
Market Cap
63.96M
P/E
27.70

Momentum Score

…

SelfWealth Limited engages in online share trading services on the Australian, the United States, and Hong Kong stock exchanges. The company provides a various account, such as individual companies, trusts, SMSF, minor and joint accounts, as well as supports retail investor community. It offers flat-fee securities brokerage services. SelfWealth Limited was incorporated in 2011 and is based in Melbourne, Australia. As of May 7, 2025, SelfWealth Limited was taken private.

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

52 Week Price Range
0.11
Low
0.29
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

Key Metrics*

Previous Close
-
Dividend Yield
-
Revenue TTM
28.12M
Revenue Per Share
0.12
Gross Profit TTM
19.85M
Debt / Equity
0.01
ROE
16.56%
Net Debt
-11.26M
ROCE
-8.28%
Diluted EPS TTM
0.01

Key Financials*

Income Statement

Balance Sheet

Change in Cash

Total Operating Cash

Dividends Paid

Breakdown 2023-06-30 2022-06-30 2021-06-30 2020-06-30 2019-06-30
Type yearly yearly yearly yearly yearly
Date 2023-06-30 2022-06-30 2021-06-30 2020-06-30 2019-06-30
Income before tax 0.09M -6.26M -0.65M -2.78M -3.45M
Net income 0.09M -6.26M -0.65M -2.78M -3.45M
Selling general administrative 14.91M 11.37M 5.96M 5.05M 3.13M
Selling and marketing expenses 2.54M 4.48M 1.55M 0.52M 1.36M
Gross profit 29.57M 20.27M 17.61M 7.68M 2.59M
Reconciled depreciation 1.24M 0.44M 0.11M 0.11M 0.01M
Ebit -1.15M -6.70M -0.76M -3.15M -3.45M
Ebitda 0.09M -6.26M -0.65M -3.04M -3.44M
Depreciation and amortization 1.24M 0.44M 0.11M 0.11M 0.01M
Operating income -1.15M -6.70M -0.76M -3.15M -3.45M
Other operating expenses 29.48M 26.53M 19.02M 10.87M 4.96M
Interest expense 0.04M 0.03M 0.01M 0.02M 0.02M
Tax provision 0.00M 0.00M 0.00M 0.00M 0.00M
Interest income 20.62M 5.90M 3.89M 0.00M 0.01M
Net interest income 20.58M 5.87M 3.88M 2.57M 1.43M
Income tax expense -1.15M -6.70M -0.76M -3.42M -
Total revenue 29.57M 20.27M 17.61M 7.68M 2.59M
Total operating expenses 29.48M 26.53M 19.02M 10.87M 4.96M
Cost of revenue 9.10M 10.68M 10.77M 5.00M 1.85M
Total other income expense net 0.09M -6.26M -0.65M -3.04M 0.02M
Net income from continuing ops 0.09M -6.26M -0.65M -2.78M -3.45M
Net income applicable to common shares 0.09M -6.26M -0.65M -2.78M -3.45M
Breakdown 2024-06-30 2023-06-30 2022-06-30 2021-06-30 2020-06-30
Type yearly yearly yearly yearly yearly
Date 2024-06-30 2023-06-30 2022-06-30 2021-06-30 2020-06-30
Total assets 398.53M 14.80M 16.85M 8.55M 5.85M
Intangible assets - 1.11M 3.15M 0.01M 0.01M
Other current assets 382.67M 0.01M 0.20M 0.12M 0.22M
Total liab 384.72M 3.70M 5.84M 2.83M 1.74M
Total stockholder equity 13.80M 11.09M 11.01M 5.71M 4.11M
Other current liab 383.80M -1.25M 0.49M -1.48M -0.99M
Common stock 38.51M 38.96M 38.82M 27.29M 23.88M
Capital stock - 38.96M 38.82M 27.29M 23.88M
Retained earnings -24.77M -28.19M -28.48M -22.21M -21.30M
Other liab - 0.09M 0.06M 0.06M 0.09M
Other assets - 0.81M 1.37M 0.89M 0.39M
Cash 11.40M 12.40M 11.48M 7.53M 5.26M
Cash and equivalents - 10.00M 9.50M - -
Total current liabilities 384.61M 1.25M 3.12M 1.48M 0.99M
Current deferred revenue 0.25M - - - -
Net debt -11.26M -11.93M -10.72M -7.48M -5.11M
Short term debt 0.15M 0.32M 0.29M 0.05M 0.11M
Short long term debt - 0.32M 0.29M 0.05M 0.11M
Short long term debt total 0.15M 0.47M 0.76M 0.05M 0.15M
Other stockholder equity - -10.77M -10.34M -5.08M -2.31M
Property plant equipment - 0.48M 0.86M 0.12M 0.19M
Total current assets 394.55M 12.40M 11.48M 7.53M 5.26M
Net tangible assets - 9.99M 7.86M 5.70M 4.10M
Net receivables 0.47M 0.22M 0.59M 0.25M 0.17M
Long term debt - 0.15M 0.47M - 0.04M
Accounts payable 0.42M 0.93M 2.83M 1.43M 0.87M
Accumulated other comprehensive income 0.06M 0.33M 0.67M 0.64M 1.53M
Common stock total equity - - - - 23.88M
Non currrent assets other 3.80M -1.59M -4.01M -0.13M -0.20M
Non current assets total 3.98M 1.59M 4.01M 0.13M 0.20M
Long term debt total - 0.15M 0.47M 0.00M 0.04M
Breakdown 2023-06-30 2022-06-30 2021-06-30 2020-06-30 2019-06-30
Type yearly yearly yearly yearly yearly
Date 2023-06-30 2022-06-30 2021-06-30 2020-06-30 2019-06-30
Investments -1.34M -3.43M -0.58M -0.02M -0.00M
Change to liabilities -1.50M 1.69M 0.69M 0.78M -0.32M
Total cashflows from investing activities -1.34M -3.43M -0.58M -0.02M -0.02M
Net borrowings -0.29M -0.20M -0.10M -0.09M -0.09M
Total cash from financing activities -0.26M 11.03M 1.73M 2.89M 2.51M
Change to operating activities -0.55M 0.48M 0.38M -0.14M 0.18M
Net income 0.09M -6.26M -0.65M -3.04M -3.45M
Change in cash 0.93M 3.95M 2.26M 2.72M -0.74M
Begin period cash flow 11.48M 7.53M 5.26M 2.54M 3.29M
End period cash flow 12.40M 11.48M 7.53M 5.26M 2.54M
Total cash from operating activities 2.53M -3.65M 1.11M -0.15M -3.24M
Issuance of capital stock - 11.74M 1.83M 3.12M 2.80M
Depreciation 0.42M 0.39M 0.11M 0.11M 0.01M
Other cashflows from investing activities 0.40M -0.06M -0.53M -0.53M 0.01M
Dividends paid - 10.88M - - 0.06M
Change to account receivables 0.36M -0.35M -0.07M 0.29M 0.26M
Sale purchase of stock 0.03M -0.66M -0.66M -0.18M -0.29M
Other cashflows from financing activities 0.03M 11.03M -0.58M 0.04M 0.15M
Change to netincome 2.88M 0.36M 0.65M 1.59M 0.08M
Capital expenditures 1.74M 3.44M 0.05M 0.02M 0.02M
Change in working capital 0.36M -0.35M -0.07M 0.29M 0.57M
Stock based compensation -0.14M 0.34M 0.65M 1.45M -
Other non cash items 2.02M 2.22M 1.64M 2.79M 3.44M
Free cash flow 0.78M -7.09M 1.06M -0.17M -0.02M

Peer Comparison*

Sector: Financial Services Industry: Capital Markets

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)
MQG
Macquarie Group Ltd		 -2.41
0.97%		 246.82 - 18.80 13.25 2.66 47.37
MQGPE
Macquarie Group Ltd		 -
-%		 102.00 8.30 - - - -
MQGPD
Macquarie Group Ltd		 -
-%		 102.21 13.20 - 1.84 - -
CPU
Computershare Ltd		 0.28
0.64%		 43.81 26.85 19.42 5.22 7.43 5.26

Profile*

SelfWealth Limited

SelfWealth Limited engages in online share trading services on the Australian, the United States, and Hong Kong stock exchanges. The company provides a various account, such as individual companies, trusts, SMSF, minor and joint accounts, as well as supports retail investor community. It offers flat-fee securities brokerage services. SelfWealth Limited was incorporated in 2011 and is based in Melbourne, Australia. As of May 7, 2025, SelfWealth Limited was taken private.

130 Lonsdale Street, Melbourne, VIC, Australia, 3000

61 4 4800 8164

https://www.selfwealth.com.au

Name Title Year Born
Ms. Catherine Whitaker CEO, MD & Exec. Director NA
Ms. Mandy Drake CFO & Company Sec. NA
Mr. Andrew Dick Chief Technology Officer NA
Ms. Tania De Vincentis Head of Operations & Compliance NA
Mr. Jarrod Purchase Head of Marketing NA
Mr. Brendan Mutton Head of Sales NA
Mr. Josh Sprague Head of Product NA
Mr. Matthew Jones Head of Customer Support NA
Mr. Craig William Keary Chief Executive Officer NA
Mr. Craig William Keary Chief Executive Officer 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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