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Overview
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Netwealth Group stock

NWL.AX
AU000000NWL7

Price

31.42
Today +/-
+0.08
Today %
+0.41 %

Netwealth Group stock price

%
Weekly
Details

Price

Overview

The Quote Chart provides detailed and dynamic insights into the Netwealth Group stock's performance, showcasing daily, weekly, or monthly aggregated quotes. Users can switch between different time frames to analyze the stock's progression meticulously and make informed investment decisions.

Intraday Feature

The intraday feature provides real-time data, allowing investors to view the Netwealth Group stock’s price fluctuations within the trading day, facilitating timely and strategic investment decisions.

Total Return and Relative Price Change

View the total return of the Netwealth Group stock to gauge its profitability over time. The relative price change, based on the first quote available in the selected timeframe, offers insights into the stock’s performance, assisting in evaluating its investment potential.

Interpretation and Investment

Utilize the comprehensive data presented in the Quote Chart to analyze Netwealth Group's market trends, price movements, and potential returns. Make informed investment choices by comparing different time frames and evaluating intraday data for optimized portfolio management.

Netwealth Group Stock Price History

DateNetwealth Group Price
2/14/202531.42 undefined
2/13/202531.29 undefined
2/12/202531.18 undefined
2/11/202531.77 undefined
2/10/202531.01 undefined
2/7/202531.47 undefined
2/6/202531.53 undefined
2/5/202531.36 undefined
2/4/202530.99 undefined
2/3/202530.72 undefined
1/31/202531.57 undefined
1/30/202531.32 undefined
1/29/202530.93 undefined
1/28/202530.91 undefined
1/24/202530.62 undefined
1/23/202530.05 undefined
1/22/202529.58 undefined
1/21/202528.06 undefined
1/20/202526.92 undefined

Netwealth Group Revenue, EBIT, Net Income

  • 3 years

  • 5 years

  • 10 years

  • 25 Years

  • Max

Revenue
EBIT
Net Income
Details

Revenue, EBIT and Profit

Understanding Revenue, EBIT, and Income

Gain insights into Netwealth Group, a comprehensive overview of its financial performance can be obtained by analyzing the Revenue, EBIT, and Income chart. Revenue represents the total income generated by Netwealth Group from its primary operations, showcasing the company’s ability to attract and retain clients. EBIT, or Earnings Before Interest and Taxes, indicates the company’s operational profitability, free from the influence of tax and interest expenses. The Income section reflects Netwealth Group’s net earnings, an ultimate measure of its financial health and profitability.

Yearly Analysis and Comparisons

Observe the yearly bars to understand the annual performance and growth of Netwealth Group. Compare the Revenue, EBIT, and Income to evaluate the company’s efficiency and profitability. A higher EBIT compared to the previous year suggests an improvement in operational efficiency. Likewise, an increase in Income indicates enhanced overall profitability. Analyzing the year-to-year comparison assists investors in understanding the company’s growth trajectory and operational efficiency.

Utilizing Expectations for Investment

The expected values for the forthcoming years offer investors a glimpse into Netwealth Group’s anticipated financial performance. Analyzing these projections alongside historical data aids in making informed investment decisions. Investors can gauge the potential risks and returns, aligning their investment strategies accordingly to optimize profitability and mitigate risks.

Investment Insights

Leveraging the comparison between Revenue and EBIT helps in assessing Netwealth Group’s operational efficiency, while the Revenue and Income comparison reveals the net profitability after accounting for all expenses. Investors can derive valuable insights by meticulously analyzing these financial parameters, laying the foundation for strategic investment decisions aimed at capitalizing on Netwealth Group’s growth potential.

Netwealth Group Revenue, EBIT and net profit per share

DateNetwealth Group RevenueNetwealth Group EBITNetwealth Group Net Income
2029e545.67 M undefined310.48 M undefined216.35 M undefined
2028e490.29 M undefined267.09 M undefined185.57 M undefined
2027e423.1 M undefined223.83 M undefined163.49 M undefined
2026e371.08 M undefined191.49 M undefined136.88 M undefined
2025e312.63 M undefined155.7 M undefined109.48 M undefined
2024249.53 M undefined115.57 M undefined83.37 M undefined
2023207.01 M undefined90.1 M undefined67.15 M undefined
2022172.86 M undefined78.23 M undefined55.55 M undefined
2021141.98 M undefined74.58 M undefined54.1 M undefined
2020121.35 M undefined60.3 M undefined43.66 M undefined
201996.37 M undefined48.8 M undefined34.3 M undefined
201881.46 M undefined39.81 M undefined20.82 M undefined
201760.64 M undefined22.98 M undefined13.55 M undefined
201648.32 M undefined19.44 M undefined9.15 M undefined
201551.04 M undefined11.09 M undefined5.91 M undefined
201442.8 M undefined9.89 M undefined8.19 M undefined

Netwealth Group Income Statement, Balance Sheet, Cash Flow Statement

  • Simple

  • Expanded

  • Income Statement

  • Balance Sheet

  • Cashflow

 
REVENUE (M)REVENUE GROWTH (%)GROSS MARGIN (%)GROSS INCOME (M)NET INCOME (M)NET INCOME GROWTH (%)DIV. ()DIV. GROWTH (%)SHARES (M)DOCUMENTS
201420152016201720182019202020212022202320242025e2026e2027e2028e2029e
425148608196121141172207249312371423490545
-21.43-5.8825.0035.0018.5226.0416.5321.9920.3520.2925.3018.9114.0215.8411.22
323.81266.67283.33226.67167.90141.67112.4096.4579.0765.7054.6243.5936.6632.1527.7624.95
000000000136000000
8591320344354556783109136163185216
--37.5080.0044.4453.8570.0026.4725.581.8521.8223.8831.3324.7719.8513.5016.76
----------------
----------------
237.6237.6237.6237.6232.28237.68237.69239.95243.81244.09244.2800000
----------------
Details

Keystats

Revenue and Growth

The Netwealth Group Revenue and Revenue Growth are pivotal to understanding the company's financial health and operational efficiency. A consistent increase in revenue indicates a company’s ability to effectively market and sell its products or services, while the revenue growth percentage offers insights into the pace at which the company is expanding over the years.

Gross Margin

The Gross Margin is a crucial metric that showcases the percentage of revenue exceeding the cost of goods sold (COGS). A higher gross margin is indicative of a company’s efficiency in controlling its production costs, thereby promising potential profitability and financial stability.

EBIT and EBIT Margin

EBIT (Earnings Before Interest and Taxes) and EBIT Margin offer deep insights into a company’s profitability, excluding the impacts of interest and taxes. Investors often assess these metrics to gauge the operational efficiency and inherent profitability of a business, separate from its financial structure and tax environment.

Income and Growth

Net Income and its subsequent growth are quintessential for investors looking to understand a company’s profitability. Consistent income growth underscores a company’s ability to enhance its profitability over time, reflecting operational efficiency, strategic competitiveness, and financial health.

Shares Outstanding

Shares outstanding refer to the total number of shares a company has issued. It's instrumental in calculating key metrics like Earnings Per Share (EPS) which is pivotal for investors to evaluate a company’s profitability on a per-share basis, offering a more granular view of financial health and valuation.

Interpreting Year to Year Comparison

Comparing yearly data allows investors to identify trends, assess the company’s growth, and anticipate potential future performance. Analyzing how metrics like revenue, income, and margins change year over year can provide valuable insights into the company’s operational efficiency, competitiveness, and overall financial health.

Expectations and Predictions

Investors often juxtapose the current and past financial data with the market’s expectations. This comparison aids in assessing whether the Netwealth Group is performing as anticipated, underperforming or outperforming the market predictions, providing pivotal data for investment decisions.

 
ASSETSCASH BALANCE (M)RECEIVABLES (M)OTHER REC. (M)INVENTORIES (M)OTHER CURRENT LIAB. (M)CURRENT ASSETS (M)TANGIBLE ASSETS (M)LONG-T. INVEST. (M)LONG-T. REC. (k)INTANGIBLE ASSETS (M)GOODWILL (M)OTHER NON-CURRENT ASSETS (M)NON-CURRENT ASSETS (M)TOTAL ASSETS (M)LIABILITIESCOMMON STOCK (M)ADDITIONAL PAID-IN CAPITAL (M)RETAINED EARNINGS (M)OTHER EQUITY (M)UNREAL. GAINS/LOSSES (M)EQUITY (M)LIABILITIES (M)PROVISIONS (M)OTHER SHORT-TERM LIAB. (M)SHORT-TERM DEBTS (k)LONG-TERM DEBT PORTION (M)SHORT-TERM REC. (M)LONG-T. LIAB. (M)DEFERRED TAXES (M)OTHER LIAB. (M)LONG-T. LIABILITIES (M)DEBT (M)TOTAL CAPITAL (M)
20142015201620172018201920202021202220232024
                     
19.6124.0128.5435.2558.2861.7686.781.9689.46109.97127.36
4.325.177.215.657.119.9411.816.618.9522.4427.22
1.291.050.9600.090.160.191.710.690.090.08
00000000000
1.191.21.215.751.321.952.757.195.123.883.32
26.4131.4337.9156.6566.873.81101.44107.46114.21136.38157.98
1.881.562.22.612.862.536.3517.6216.214.2815.29
00002.23002.381.991.611.35
000000000870
7.18.447.70.110.340.380.30.732.226.519.64
9.847.667.6600000000
1.322.684.74.136.534.73.812.931.583.115.23
20.1420.3322.256.8511.967.6210.4623.6621.9925.5931.51
46.5551.7660.1663.578.7581.43111.89131.12136.2161.97189.49
                     
18.7720.8821.0920.2123.2623.523.1226.426.5627.2328.38
00000000000
18.3516.6222.0531.1944.1540.3452.9166.7877.6895.82116.14
0000000006.770
00000000000
37.1237.543.1451.3967.4163.8576.0393.18104.24129.82144.52
2.563.183.375.234.445.916.797.137.7910.6913.06
0000000008.470
3.658.9911.556.456.311123.0613.248.3513.6215.99
7600000000000
0000001.31.41.51.441.77
6.9712.1714.9211.6710.7616.9131.1421.7717.6434.2130.83
0000003.7715.0313.5912.1513.14
1.841.571.3400000000
0.620.520.760.430.580.670.951.140.730.951
2.462.092.10.430.580.674.7216.1714.3213.0914.14
9.4314.2617.0212.111.3417.5835.8637.9431.9647.3144.97
46.5551.7660.1663.578.7581.43111.89131.12136.2177.13189.49
Details

Balance Sheet

Understanding the Balance Sheet

The balance sheet of Netwealth Group provides a detailed financial snapshot, revealing the company's assets, liabilities, and equity at a specific point in time. Analyzing these components is crucial for investors looking to understand Netwealth Group's financial health and stability.

Assets

Netwealth Group's assets represent everything the company owns or controls that has monetary value. These are categorized into current and non-current assets, offering insights into the company's liquidity and long-term investments.

Liabilities

Liabilities are obligations that Netwealth Group must settle in the future. Analyzing the ratio of liabilities to assets provides insights into the company's financial leverage and risk exposure.

Equity

Equity refers to the residual interest in the assets of Netwealth Group after deducting liabilities. It represents the owners’ claim on the company’s assets and earnings.

Year-to-Year Analysis

Comparing balance sheet figures year-to-year allows investors to identify trends, growth patterns, and potential financial risks, facilitating informed investment decisions.

Interpreting the Data

Detailed analysis of assets, liabilities, and equity can provide investors with comprehensive insights into Netwealth Group's financial standing, aiding in investment evaluations and risk assessments.

 
NET INCOME (M)DEPRECIATION (M)DEFERRED TAXES (M)CHANGES IN WORKING CAPITAL (M)NON-CASH ITEM (M)PAID INTEREST (M)PAID TAXES (M)NET CASH FLOW FROM OPERATING ACTIVITIES (M)CAPITAL EXPENDITURES (M)CASH FLOW FROM INVESTING ACTIVITIES (M)CASH FLOW FROM OTHER INVESTING ACTIVITIES (M)INTEREST INCOME AND EXPENSES (M)NET DEBT CHANGE (M)NET CHANGE IN EQUITY (M)CASH FLOW FROM FINANCING ACTIVITIES (M)CASH FLOW FROM OTHER FINANCING ACTIVITIES ()TOTAL DIVIDENDS PAID (M)NET CHANGE IN CASH FLOW (M)FREE CASH FLOW (M)SHARE-BASED COMPENSATION (M)
2014201520162017201820192020202120222023
00000000067
0000000002
0000000000
0000000003
0000000005
0000000000
-2-3-7-8-10-8-7-33-30-26
813912184059375979
0-2-1-1-100-1-2-5
0-1-1-1421-3-3-4
0100632-200
0000000000
-100000-1-1-1-2
0100300300
-1-6-3-4-5-37-33-38-48-53
----------
-1-7-3-4-8-38-32-40-47-51
162220274554936696124
7.6610.717.8511.716.8440.0258.4936.6856.6173.59
0000000000

Netwealth Group stock margins

The Netwealth Group margin analysis displays the gross margin, EBIT margin, as well as the profit margin of Netwealth Group. The EBIT margin (EBIT/sales) indicates the percentage of sales that remains as operating profit. The profit margin shows the percentage of sales that remains for Netwealth Group.
  • 3 years

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Gross margin
EBIT margin
Profit margin
Details

Margin

Understanding Gross Margin

The gross margin, expressed as a percentage, delineates the gross profit made from the Netwealth Group's sales revenue. A higher gross margin percentage indicates that the Netwealth Group retains more revenue after accounting for the costs of goods sold. Investors use this metric to gauge financial health and operational efficiency, as well as to compare it with competitors and industry averages.

EBIT Margin Analysis

EBIT margin represents the Netwealth Group's earnings before interest and taxes. Analyzing the EBIT margin over different years provides insights into the operational profitability and efficiency, excluding the effects of financial leverage and tax structure. A growing EBIT margin over the years signifies improving operational performance.

Revenue Margin Insights

The revenue margin demonstrates the Netwealth Group's total revenue generated. When comparing the revenue margin year over year, investors can gauge the Netwealth Group's growth and market expansion. It is essential to compare the revenue margin with the gross and EBIT margins to understand the cost and profit structures better.

Interpreting Expectations

The expected values for gross, EBIT, and revenue margins provide future financial outlook of the Netwealth Group. Investors should compare these expectations with historical data to understand potential growth and risk factors. It is crucial to consider the underlying assumptions and methodologies used in projecting these expected values to make informed investment decisions.

Comparative Analysis

Comparing the gross, EBIT, and revenue margins, both yearly and over multiple years, enables investors to perform a comprehensive analysis of the Netwealth Group's financial health and growth prospects. Evaluating the trends and patterns in these margins helps in identifying strengths, weaknesses, and potential investment opportunities.

Netwealth Group Margin History

Netwealth Group Gross marginNetwealth Group Profit marginNetwealth Group EBIT marginNetwealth Group Profit margin
2029e66.11 %56.9 %39.65 %
2028e66.11 %54.48 %37.85 %
2027e66.11 %52.9 %38.64 %
2026e66.11 %51.6 %36.89 %
2025e66.11 %49.8 %35.02 %
202466.11 %46.32 %33.41 %
202366.11 %43.53 %32.44 %
202266.11 %45.26 %32.14 %
202166.11 %52.53 %38.11 %
202066.11 %49.69 %35.98 %
201966.11 %50.64 %35.59 %
201866.11 %48.87 %25.56 %
201766.11 %37.89 %22.35 %
201666.11 %40.23 %18.93 %
201566.11 %21.72 %11.59 %
201466.11 %23.11 %19.14 %

Netwealth Group Stock Sales Revenue, EBIT, Earnings per Share

The Netwealth Group earnings per share therefore indicates how much revenue Netwealth Group has generated per share in a given period. The earnings before interest and taxes per share shows how much of the operating profit corresponds to each share. The earnings per share indicates how much of the profit belongs to each share.
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Sales per Share
EBIT per share
Earnings per Share
Details

Revenue, EBIT and Earnings per share

Revenue Per Share

Revenue per share represents the total revenue Netwealth Group earns, divided by the number of outstanding shares. It is a crucial metric as it reflects the company's ability to generate sales and signifies growth and expansion potential. Comparing yearly revenue per share allows investors to analyze the consistency in a company’s earnings and predict future trends.

EBIT Per Share

EBIT per share indicates Netwealth Group's earning before interest and taxes, offering insights into operational profitability excluding the effects of capital structure and tax rates. It can be juxtaposed against revenue per share to gauge the efficiency in converting sales into profits. A consistent increase in EBIT per share over the years underscores operational efficiency and profitability.

Income Per Share

Income per share, or earnings per share (EPS), reveals the portion of Netwealth Group’s profit allocated to each share of common stock. It’s instrumental in evaluating the profitability and financial health. By comparing it with revenue and EBIT per share, investors discern how effectively a firm translates sales and operational profits into net income.

Expected Values

Expected values are projections of revenue, EBIT, and income per share for forthcoming years. These anticipations, rooted in historical data and market analysis, aid investors in strategizing their investments, evaluating Netwealth Group's prospective performance, and estimating future stock prices. However, it’s pivotal to consider market volatilities and uncertainties that can influence these projections.

Netwealth Group Revenue, EBIT and net profit per share

DateNetwealth Group Sales per ShareNetwealth Group EBIT per shareNetwealth Group Earnings per Share
2029e2.23 undefined0 undefined0.88 undefined
2028e2 undefined0 undefined0.76 undefined
2027e1.73 undefined0 undefined0.67 undefined
2026e1.52 undefined0 undefined0.56 undefined
2025e1.28 undefined0 undefined0.45 undefined
20241.02 undefined0.47 undefined0.34 undefined
20230.85 undefined0.37 undefined0.28 undefined
20220.71 undefined0.32 undefined0.23 undefined
20210.59 undefined0.31 undefined0.23 undefined
20200.51 undefined0.25 undefined0.18 undefined
20190.41 undefined0.21 undefined0.14 undefined
20180.35 undefined0.17 undefined0.09 undefined
20170.26 undefined0.1 undefined0.06 undefined
20160.2 undefined0.08 undefined0.04 undefined
20150.21 undefined0.05 undefined0.02 undefined
20140.18 undefined0.04 undefined0.03 undefined

Netwealth Group business model

The Netwealth Group Ltd is a British financial services company with a long history in the field of asset management. The company was founded in 2015 by Charlotte Ransom, an experienced investment manager who previously worked at Goldman Sachs and JPMorgan. The business model of Netwealth Group is designed to provide private and institutional investors with cost-effective and transparent asset management. The company has developed a platform through which customers can manage their investments independently, without relying on a personal advisor. The platform includes various sectors, including stocks, bonds, investment funds, and alternative investments such as private equity and hedge funds. Customers have the opportunity to diversify and optimize their investments according to their individual needs and risk preferences. A central component of the platform is a so-called "robo-advisor" system that generates automated investment recommendations based on algorithms and machine learning. These recommendations are calculated based on a variety of factors such as market trends, risk profiles, and customer preferences. In addition to the platform, Netwealth Group also offers a range of individual advisory and asset management services. These include tax optimization, estate planning, and asset allocation advice. To gain customer trust and build long-term relationships, Netwealth Group places great importance on transparency and customer orientation. All fees and costs are clearly and comprehensibly presented, and the company actively advocates for investors to be billed fairly and appropriately. Overall, Netwealth Group is an innovative financial services company specializing in cost-effective and transparent asset management. With its innovative robo-advisor system and wide range of investment options, the company is well positioned to continue to be successful in the future and create value for its customers. Netwealth Group is one of the most popular companies on Eulerpool.com.

Netwealth Group SWOT Analysis

Strengths

Netwealth Group Ltd has consistently demonstrated strong financial performance, with steady revenue growth and profitability. This positions the company well in the competitive market.

Netwealth Group Ltd boasts a robust and innovative technology platform that provides its customers with a seamless and efficient wealth management experience. This technology advantage gives the company a competitive edge.

Weaknesses

Netwealth Group Ltd heavily relies on a limited number of key clients for a significant portion of its revenue. Any loss of these clients could have a detrimental impact on the company's financial performance.

The financial industry is subject to strict regulations, and compliance can be complex and costly. Netwealth Group Ltd faces the ongoing challenge of staying compliant with changing regulatory requirements, which can potentially impact its operations.

Opportunities

Netwealth Group Ltd operates in a market where there is a growing demand for wealth management services. The company can capitalize on this opportunity by expanding its client base and offering new products and solutions.

As emerging markets experience economic growth and an increasing middle class, there is an opportunity for Netwealth Group Ltd to expand its operations into these regions and tap into new and untapped markets.

Threats

Netwealth Group Ltd operates in a highly competitive market, with numerous financial institutions and wealth management firms vying for market share. Intense competition can potentially impact the company's growth and profitability.

Netwealth Group Ltd is exposed to market volatility and economic uncertainties, which can affect investor sentiment and lead to fluctuations in the company's financial performance.

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Netwealth Group Eulerpool Fair Value

Details

Fair Value

Understanding Fair Value

The fair value of a stock provides insights into whether the stock is currently undervalued or overvalued. It is calculated based on profit, revenue, or dividends and offers a comprehensive perspective of the stock’s intrinsic value.

Income-Based Fair Value

This is calculated by multiplying the earnings per share by the average P/E ratio of the selected past years for smoothing. If the fair value is higher than the current market price, it suggests that the stock is undervalued.

Example 2022

Fair Value Profit 2022 = Earnings per Share 2022 / Average P/E Ratio 2019 - 2021 (3 Years Smoothing)

Revenue-Based Fair Value

It is derived by multiplying the revenue per share by the average price-to-sales ratio of the selected past years for smoothing. An undervalued stock is identified if the fair value exceeds the ongoing market price.

Example 2022

Fair Value Revenue 2022 = Revenue per Share 2022 / Average PSR 2019 - 2021 (3 Years Smoothing)

Dividend-Based Fair Value

This value is determined by dividing the dividend per share by the average dividend yield of the selected past years for smoothing. A higher fair value than the market price indicates an undervalued stock.

Example 2022

Fair Value Dividend 2022 = Dividend per Share 2022 * Average Dividend Yield 2019 - 2021 (3 Years Smoothing)

Expectations and Forecasts

Future expectations provide potential trajectories for stock prices and aid investors in decision-making. The expected values are forecasted figures of fair value, taking into account the growth or decline trends of profit, revenue, or dividend.

Comparative Analysis

Comparing the fair value based on profit, revenue, and dividend provides a holistic overview of the stock’s financial health. Observing the annual and per-annual variations contributes to understanding the consistency and reliability of stock performance.

Netwealth Group historical P/E ratio, EBIT multiple, and P/S ratio

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Netwealth Group shares outstanding

The number of shares was Netwealth Group in 2024 — This indicates how many shares 244.28 M is divided into. Since shareholders are the owners of a company, each share represents a small portion of the company's ownership.
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Number of stocks
Details

Revenue, EBIT and Earnings per share

Revenue Per Share

Revenue per share represents the total revenue Netwealth Group earns, divided by the number of outstanding shares. It is a crucial metric as it reflects the company's ability to generate sales and signifies growth and expansion potential. Comparing yearly revenue per share allows investors to analyze the consistency in a company’s earnings and predict future trends.

EBIT Per Share

EBIT per share indicates Netwealth Group's earning before interest and taxes, offering insights into operational profitability excluding the effects of capital structure and tax rates. It can be juxtaposed against revenue per share to gauge the efficiency in converting sales into profits. A consistent increase in EBIT per share over the years underscores operational efficiency and profitability.

Income Per Share

Income per share, or earnings per share (EPS), reveals the portion of Netwealth Group’s profit allocated to each share of common stock. It’s instrumental in evaluating the profitability and financial health. By comparing it with revenue and EBIT per share, investors discern how effectively a firm translates sales and operational profits into net income.

Expected Values

Expected values are projections of revenue, EBIT, and income per share for forthcoming years. These anticipations, rooted in historical data and market analysis, aid investors in strategizing their investments, evaluating Netwealth Group's prospective performance, and estimating future stock prices. However, it’s pivotal to consider market volatilities and uncertainties that can influence these projections.

Netwealth Group dividend history and estimates

In 2024, Netwealth Group paid a dividend amounting to 0.4 AUD. Dividend means that Netwealth Group distributes a portion of its profits to its owners.
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Dividend
Dividend (Estimate)
Details

Dividend

Dividend Overview

The dividend per year chart for Netwealth Group provides a comprehensive view of the annual dividends distributed to shareholders. Analyze the trend to understand the consistency and growth in dividend payouts over the years.

Interpretation and Use

A consistent or increasing trend in dividends can indicate the company's profitability and financial health. Investors can use this data to identify Netwealth Group’s potential for long-term investment and income generation through dividends.

Investment Strategy

Incorporate the dividend data in evaluating Netwealth Group's overall performance. A thorough analysis, considering other financial aspects, will help in making informed investment decisions for optimal capital growth and income generation.

Netwealth Group Dividend History

DateNetwealth Group Dividend
2029e0.36 undefined
2028e0.36 undefined
2027e0.36 undefined
2026e0.36 undefined
2025e0.35 undefined
20240.4 undefined
20230.34 undefined
20220.29 undefined
20210.27 undefined
20200.21 undefined
20190.17 undefined
20180.08 undefined

Netwealth Group dividend payout ratio

In 2024, Netwealth Group had a payout ratio of 120.7%. The payout ratio indicates the percentage of the company's profits that Netwealth Group distributes as dividends.
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  • Max

Payout ratio
Details

Payout ratio

What is Yearly Payout Ratio?

The yearly payout ratio for Netwealth Group represents the proportion of earnings paid out as dividends to shareholders. It is an indicator of the company's financial health and stability, illustrating how much profit is being returned to investors versus being reinvested back into the company.

How to Interpret the Data

A lower payout ratio for Netwealth Group could mean that the company is reinvesting more into its growth, whereas a higher ratio indicates more earnings are being distributed as dividends. Investors seeking regular income might prefer companies with a higher payout ratio, while those looking for growth may opt for companies with a lower ratio.

Using the Data for Investments

Evaluate Netwealth Group's payout ratio in conjunction with other financial metrics and performance indicators. A sustainable payout ratio, coupled with strong financial health, can indicate a reliable dividend payout. However, a very high ratio might suggest the company is not sufficiently reinvesting in its future growth.

Netwealth Group Payout Ratio History

DateNetwealth Group Payout ratio
2029e120.86 %
2028e121.08 %
2027e120.98 %
2026e120.51 %
2025e121.73 %
2024120.7 %
2023119.1 %
2022125.4 %
2021117.6 %
2020114.32 %
2019116.72 %
201891.01 %
2017119.1 %
2016119.1 %
2015119.1 %
2014119.1 %
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Unfortunately, there are currently no price targets and forecasts available for Netwealth Group.

Eulerpool ESG Scorecard© for the Netwealth Group stock

Eulerpool World ESG Rating (EESG©)

39/ 100

🌱 Environment

12

👫 Social

67

🏛️ Governance

39

Environment

Scope 1 - Direct Emissions
Scope 2 - Indirect emissions from purchased energy
Scope 3 - Indirect emissions within the value chain
Total CO₂ emissions
CO₂ reduction strategy
Coal energy
Nuclear power
Animal experiments
Fur & Leather
Pesticides
Palm Oil
Tobacco
Genetically modified organisms
Climate concept
Sustainable forestry
Recycling regulations
Environmentally friendly packaging
Hazardous substances
Fuel consumption and efficiency
Water consumption and efficiency

Social

Percentage of female employees42
Percentage of women in management
Percentage of Asian employees
Share of Asian management
Percentage of Hispanic/Latino employees
Hispano/Latino Management share
Percentage of Black employees
Black Management Share
Percentage of white employees
White Management Share
Adult content
Alcohol
Weapons
Firearms
Gambling
Military contracts
Human rights concept
Privacy concept
Occupational health and safety
Catholic

Governance (Corporate Governance)

Environmental reporting
Stakeholder Engagement
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Netwealth Group shareholders

%
Name
Stocks
Change
Date
41.30443 % Heine Brothers Pty. Ltd.101,104,990010/14/2024
5.47768 % Leslie Max Heine Pty. Ltd.13,408,265-1,100,00010/14/2024
5.16135 % Netwealth Investments Ltd.12,633,941-1,754,3677/26/2024
1.42538 % Australian Foundation Investment Company Ltd3,489,03407/26/2024
0.98361 % The Vanguard Group, Inc.2,407,683-4,4249/30/2024
0.91698 % Vanguard Investments Australia Ltd.2,244,579130,9419/30/2024
0.81058 % Dimensional Fund Advisors, L.P.1,984,13308/31/2024
0.78899 % DFA Australia Ltd.1,931,2891,7918/31/2024
0.58124 % BlackRock Institutional Trust Company, N.A.1,422,7536,1129/30/2024
0.55761 % Commonwealth Superannuation Corporation1,364,9241,364,9247/26/2024
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Netwealth Group Executives and Management Board

Mr. Matthew Heine

Netwealth Group Chief Executive Officer, Managing Director, Executive Director (since 2015)
Compensation 1.54 M

Mr. Grant Boyle

Netwealth Group Chief Financial Officer, Joint Company Secretary
Compensation 686,243

Mr. Timothy Antonie

Netwealth Group Independent Non-Executive Chairman of the Board
Compensation 250,000

Mr. Davyd Lewis

Netwealth Group Independent Non-Executive Director
Compensation 211,650

Ms. Sally Freeman

Netwealth Group Independent Non-Executive Director
Compensation 165,000
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Netwealth Group Supply Chain

NameRelationshipTwo-week correlationOne-month correlationThree-Month CorrelationSix-Month CorrelationOne Year CorrelationTwo-Year Correlation
SupplierCustomer0,500,810,800,920,670,63
SupplierCustomer0,480,660,07-0,68-0,46-0,20
SupplierCustomer0,210,110,810,870,760,26
SupplierCustomer-0,63-0,07-0,39-0,77-0,55-0,28
SupplierCustomer-0,65-0,590,100,670,36
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Most common questions regarding Netwealth Group

What values and corporate philosophy does Netwealth Group represent?

Netwealth Group Ltd represents a strong commitment to client-centricity and transparency. As a leading wealth management and financial services provider, the company holds values of integrity, innovation, and collaboration. Netwealth Group Ltd follows a corporate philosophy focused on delivering exceptional customer experiences and providing tailored investment solutions. With a keen emphasis on technology and digital platforms, the company aims to empower its clients with easy access to their investments and a wide range of investment options. Netwealth Group Ltd continues to prioritize delivering value to its clients and cultivating trusted, long-lasting relationships.

In which countries and regions is Netwealth Group primarily present?

Netwealth Group Ltd is primarily present in Australia. As a leading wealth management company, Netwealth has built a strong presence throughout the country, serving a wide range of clients. With a focus on providing innovative and tailored investment solutions, Netwealth has positioned itself as a trusted partner for individuals, financial advisers, and institutions across Australia. With its deep understanding of the local market and a commitment to excellence, Netwealth has established a solid reputation as a go-to provider of wealth management services in the region.

What significant milestones has the company Netwealth Group achieved?

Some significant milestones achieved by Netwealth Group Ltd include its listing on the Australian Securities Exchange (ASX) in November 2017, marking a major step in its growth journey. The company also reached $20 billion in funds under management (FUM) in October 2019, demonstrating its success in attracting investors. Netwealth Group Ltd was ranked as the number one platform in the Australian Market by Investment Trends for overall satisfaction in 2019, further solidifying its position as a leading provider of wealth management solutions. With its continued focus on innovation and commitment to client service, Netwealth Group Ltd continues to achieve notable milestones within the industry.

What is the history and background of the company Netwealth Group?

Netwealth Group Ltd is an Australian-based financial services company established in 1999 by Michael Heine and Laurence Rothman. The company operates as a platform provider offering investment and wealth management solutions to financial advisors, intermediaries, and individuals. With a strong focus on technology and innovation, Netwealth has become a leading player in Australia's investment industry. Over the years, it has expanded its range of services and products, including managed accounts, superannuation, and self-managed super funds. Netwealth's commitment to providing exceptional service and user-friendly platforms has contributed to its success, making it a trusted choice for investors seeking comprehensive wealth management solutions.

Who are the main competitors of Netwealth Group in the market?

The main competitors of Netwealth Group Ltd in the market are other prominent digital wealth management platforms and investment management companies. These include major players such as Macquarie Group Limited, IOOF Holdings Limited, HUB24 Limited, and Praemium Limited.

In which industries is Netwealth Group primarily active?

Netwealth Group Ltd is primarily active in the financial services industry.

What is the business model of Netwealth Group?

Netwealth Group Ltd is a financial services company based in Australia. Its business model revolves around providing innovative investment and superannuation solutions to individuals, advisors, and institutions. Netwealth Group offers a comprehensive platform that allows users to efficiently manage their wealth, access a wide range of investment options, and receive personalized advice. By leveraging technology and delivering exceptional customer service, the company aims to empower its clients to make informed investment decisions and achieve their financial goals. With its strong market presence and commitment to excellence, Netwealth Group Ltd continues to be a trusted partner in the financial industry.

What is the P/E ratio of Netwealth Group 2025?

The Netwealth Group P/E ratio is 70.11.

What is the P/S ratio of Netwealth Group 2025?

The Netwealth Group P/S ratio is 24.55.

What is the Quality Investing of Netwealth Group?

The Quality Investing for Netwealth Group is 10/10.

What is the revenue of Netwealth Group 2025?

The expected Netwealth Group revenue is 312.63 M AUD.

How high is the profit of Netwealth Group 2025?

The expected Netwealth Group profit is 109.48 M AUD.

What is the business model of Netwealth Group

Netwealth Group Ltd is a British investment and asset management company that has been operating successfully in the market since 2015. The business model of Netwealth is based on the idea that wealthy clients want to rely on financial planning and asset management but are not willing to pay high fees for these services. Netwealth offers promising investment strategies at an affordable price through its intelligent technology and modern asset management solutions. The company has established a strong position in the investment and asset management sector over the years, consistently performing well in independent rankings and comparisons of the best investment platforms. Netwealth's business model is divided into several divisions. The first division is digital investment advice (robo-advice) for investors who want to construct their own portfolios or receive guidance. This includes a wide range of investment instruments, ranging from asset classes such as stocks and bonds to alternative investments such as private equity or real estate. Netwealth's robo-technology enables automated portfolio optimization based on the investor's needs. The second division of Netwealth is institutional asset management. Here, the company offers its clients a comprehensive range of services, from advice on asset selection to portfolio management and monitoring. Netwealth places great emphasis on the use of advanced technology and close collaboration with its clients to develop investment strategies tailored to their individual needs. The third division of Netwealth is platform integration. Here, the company provides its technology and services through specially developed APIs to its partners, allowing them to serve their own clients and integrate Netwealth's services into their own platforms. This offering is particularly attractive for partnerships with financial institutions such as banks, wealth advisors, or insurers that want to offer their own clients professional asset management. Netwealth's products have the advantage of being more cost-effective and highly automated compared to traditional investment instruments. As the company offers its products and services digitally, it requires less overhead and personnel costs, which positively impacts prices and investment returns. The company strives to understand the needs of its clients and continually develops its products and services to ensure optimal investment strategies while providing transparent and fair fee structures. Overall, Netwealth offers its clients a modern, reliable, and transparent asset management experience at a competitive price. The business model supported by an integrated technology platform will continue to provide its clients with a stable and secure investment environment in the future.

What is the Netwealth Group dividend?

Netwealth Group pays a dividend of 0.29 AUD distributed over payouts per year.

How often does Netwealth Group pay dividends?

The dividend cannot currently be calculated for Netwealth Group or the company does not pay out a dividend.

What is the Netwealth Group ISIN?

The ISIN of Netwealth Group is AU000000NWL7.

What is the Netwealth Group ticker?

The ticker of Netwealth Group is NWL.AX.

How much dividend does Netwealth Group pay?

Over the past 12 months, Netwealth Group paid a dividend of 0.4 AUD . This corresponds to a dividend yield of about 1.27 %. For the coming 12 months, Netwealth Group is expected to pay a dividend of 0.36 AUD.

What is the dividend yield of Netwealth Group?

The current dividend yield of Netwealth Group is 1.27 %.

When does Netwealth Group pay dividends?

Netwealth Group pays a quarterly dividend. This is distributed in the months of March, September, April, September.

How secure is the dividend of Netwealth Group?

Netwealth Group paid dividends every year for the past 12 years.

What is the dividend of Netwealth Group?

For the upcoming 12 months, dividends amounting to 0.36 AUD are expected. This corresponds to a dividend yield of 1.13 %.

In which sector is Netwealth Group located?

Netwealth Group is assigned to the 'Finance' sector.

Wann musste ich die Aktien von Netwealth Group kaufen, um die vorherige Dividende zu erhalten?

To receive the latest dividend of Netwealth Group from 9/26/2024 amounting to 0.2 AUD, you needed to have the stock in your portfolio before the ex-date on 8/26/2024.

When did Netwealth Group pay the last dividend?

The last dividend was paid out on 9/26/2024.

What was the dividend of Netwealth Group in the year 2024?

In the year 2024, Netwealth Group distributed 0.343 AUD as dividends.

In which currency does Netwealth Group pay out the dividend?

The dividends of Netwealth Group are distributed in AUD.

All fundamentals about Netwealth Group

Our stock analysis for Netwealth Group Revenue stock includes important financial indicators such as revenue, profit, P/E ratio, P/S ratio, EBIT, as well as information on dividends. We also assess aspects such as stocks, market capitalization, debt, equity, and liabilities of Netwealth Group Revenue. If you are looking for more detailed information on these topics, we offer comprehensive analyses on our subpages.