Netwealth Group (NWL.AX) Stock Price

Netwealth Group Price

ASX·CLOSED
16.94
​
Market closed

Revenue has compounded at 17.4% per year over the past 27 years to 382.90 M AUD. Earnings per share have grown at 17.1% per year over the last 12 years. Netwealth Group's net margin stands at 15.8%, down from 32.1% several years earlier. Netwealth Group currently offers a dividend yield of about 3.54%. The payout ratio is around 119% of earnings. The dividend has grown at 29.9% per year over the past 8 years. Analysts set a median price target of 30.09 AUD, implying 77.6% above the current price. Of 19 analysts, 11 rate the stock a buy — an overall Buy consensus.

Netwealth Group stock price

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Netwealth Group business model & stock analysis

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.

Frequently asked questions about 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.

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

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.

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.

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.

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.

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.

Analysts currently set an average price target of 29.90 AUD for the Netwealth Group stock (median: 30.09 AUD), implying +76.5 % versus the latest price. The consensus is based on 19 analyst ratings.

19 analysts currently rate the Netwealth Group stock: 11 recommend buying, 8 holding and 0 selling.

Converted at the current exchange rate, the Netwealth Group share trades at 10.53 EUR (16.94 AUD).

The Netwealth Group share (NWL.AX) is listed on 1 stock exchanges, including: ASX (NWL.AX).

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.

The revenue of Netwealth Group is 382.90 M AUD. This figure is based on current financial data and reflects the company's business performance.

The profit of Netwealth Group is 60.65 M AUD. The net profit reflects the company's profitability after deducting all expenses.

The price-to-earnings ratio (P/E) of Netwealth Group is currently 68.54. The P/E ratio compares the current share price to the earnings per share and helps investors assess the valuation of the Netwealth Group stock.

The price-to-sales ratio (P/S) of Netwealth Group is currently 10.86. The P/S ratio compares the market capitalization to the annual revenue and serves as a valuation metric for the Netwealth Group stock.

The Eulerpool Quality Score for Netwealth Group is 8/10.

The ISIN of Netwealth Group is AU000000NWL7. The ISIN (International Securities Identification Number) is a globally unique identifier for securities.

The ticker of Netwealth Group is NWL.AX. The ticker symbol is used to trade Netwealth Group shares on the stock exchange.

Fair ValueTerminal
15.92 AUD
Over-/UndervaluationTerminal
Fairly valued
Sector
Industry
Capital Markets
Number of shares
Employees
Revenue per Employee
1.41 M AUD
Revenue growth Ø5 years
EBIT growth Ø5 years
Net Income growth Ø5 years
Country
Australia
Currency
AUD
Initial public offering
Nov 20, 2017
ISIN
AU000000NWL7
Cusip
Q6625S102
Sedol
BF52PL1
Market capitalization
4.16 B AUDMid Cap
52-Week Range
PEG
4.77
P/E ratio
P/Ee 2027
29.56
P/Ee 2028
24.95
P/Ee 2029
21.18
P/Ee 2030
17.33
P/Ee 2031
15.11
P/Se
9.27
EV/EBIT
23.10
P/B Ratio
25.68
ROE (Return on Equity)
ROA (Return on Assets)
ROCE (Return on Capital Employed)
ROIC (Return on Invested Capital)
26.11 %
Dividend
Dividend yield
3.54 %
Est. Dividend Yield
2.48 %
Payout Ratio
119.36 %
Dividend growth Ø5Y
16.00 %
Dividend payments per year
2
Dividend paid since
8 years
Dividend not reduced since
8 years
Dividend increased since
8 years
Dividend withholding tax
30.00 %
Last updated Oct 8, 2026, 6:35 AM

Netwealth Group Ticker

ASX · NWL.AX

Netwealth Group FIGI

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