NWL · ASX

Netwealth Group Ltd. (ASX:NWL)

AU$29.58

 0.01 (0.034%)
ASX:Live
21/11/2024 04:10:42 PM
HALO Small HALO Price Momentum HALO Ords HALO Momentum HALO Dividend Growth +6
Consensus Score
/10
Recommend
Target Price
Deviation
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NWL Overview

NWL Health Scores

Short Term

Mean Reversion

Very Strong

Trend

Neutral

Event

Very Weak

Halo Model

MQV

Weak

GARP

Strong

MQV Small

Weak

Valuation

Value

Consensus

Momentum

Price

Very Weak

Earnings

Neutral

Growth

Earnings

Neutral

Dividends

Very Weak

Quality

Capital Efficiency

Very Weak

Balance Sheet

Very Weak

About NWL

Telephone

N/A

Address

Description

Netwealth Group Ltd. operates as a financial services and technology company. It offers a range of innovative portfolio administration, superannuation, retirement, investment and managed accounts solutions to investors and intermediaries including Financial Intermediaries and private client. The company was founded by Michael Heine in 1999 and is headquartered in Melbourne, Australia.

NWL Price Chart

Key Stats

Market Cap

AU$7.48B

PE

62.60

EV/EBITDA

41.1

Dividends Overview

DIV Yield

1.4%

Franking

100%

Ex Dividend Date (est.)

26-Aug-24

Market Data

52 weeks range

Low 14.0 - 30.9

Trade Value (12mth)

AU$1,824,642.00

1 week

-3.81%

1 month

4.45%

YTD

90.41%

1 year

109.42%

All time high

30.90

Key Fundamentals

EPS 3 yr Growth

51.50%

EBITDA Margin

47.80%

Operating Cashflow

$90m

Free Cash Flow Return

61.40%

ROIC

56.90%

Interest Coverage

208.40

Quick Ratio

5.10

Other Data

Shares on Issue (Fully Dilluted)

244m

HALO Sector

Next Company Report Date

19-Aug-25

Ex Dividend Date (est.)

26-Aug-24

Next Dividend Pay Date (est.)

26-Sep-24

Reporting Currency

AUD

Short Sell (% of issue)

0.24

NWL Announcements

Latest Announcements

Date Announcements

20 November 24

2024 NWL AGM Addresses and Presentation

×

2024 NWL AGM Addresses and Presentation

20 November 24

2024 NWL AGM Results

×

2024 NWL AGM Results

08 November 24

Change in substantial holding for ICU

×

Change in substantial holding for ICU

04 November 24

ASX Disclosure pursuant to ASIC Deed Poll

×

ASX Disclosure pursuant to ASIC Deed Poll

22 October 24

Application for quotation of securities - NWL

×

Application for quotation of securities - NWL

18 October 24

Change of Director's Interest Notice

×

Change of Director's Interest Notice

17 October 24

Notice of Annual General Meeting/Proxy Form

×

Notice of Annual General Meeting/Proxy Form

15 October 24

Change of Director's Interest Notice

×

Change of Director's Interest Notice

15 October 24

Change of Director's Interest Notice

×

Change of Director's Interest Notice

15 October 24

Change in substantial holding

×

Change in substantial holding

15 October 24

Change in substantial holding

×

Change in substantial holding

15 October 24

Change in substantial holding

×

Change in substantial holding

15 October 24

Change in substantial holding

×

Change in substantial holding

15 October 24

Change in substantial holding

×

Change in substantial holding

10 October 24

September 2024 Quarterly Business Update

×

September 2024 Quarterly Business Update

04 October 24

Notification of cessation of securities - NWL

×

Notification of cessation of securities - NWL

20 September 24

Notification regarding unquoted securities - NWL

×

Notification regarding unquoted securities - NWL

13 September 24

Application for quotation of securities - NWL

×

Application for quotation of securities - NWL

06 September 24

Change of Director's Interest Notice

×

Change of Director's Interest Notice

27 August 24

Change of Director's Interest Notice

×

Change of Director's Interest Notice

22 August 24

Application for quotation of securities - NWL

×

Application for quotation of securities - NWL

21 August 24

Change of Director's Interest Notice

×

Change of Director's Interest Notice

21 August 24

Change of Director's Interest Notice

×

Change of Director's Interest Notice

19 August 24

Change of Director's Interest Notice

×

Change of Director's Interest Notice

19 August 24

Change of Director's Interest Notice

×

Change of Director's Interest Notice

NWL Fundamentals

Per Share Records

Historical data

Forecast data

AUD 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027
Per Share, Growth & Valuations
EPS (Basic) $ Lock Lock Lock Lock 0.23 0.28 0.34 Lock Lock Lock
EPS (Fully Diluted) $ Lock Lock Lock Lock 0.23 0.28 0.34 Lock Lock Lock
     Growth % Lock Lock Lock Lock 1.0 20.9 24.0 Lock Lock Lock
     PE X Lock Lock Lock Lock 53.0 53.0 62.6 Lock Lock Lock
CFPS $ Lock Lock Lock Lock 0.24 0.31 0.37 Lock Lock Lock
FCFPS $ Lock Lock Lock Lock 0.04 0.11 0.10 Lock Lock Lock
     Growth % Lock Lock Lock Lock 23.2 32.8 18.5 Lock Lock Lock
     Yield % Lock Lock Lock Lock 0.4 0.8 0.4 Lock Lock Lock
DPS $ Lock Lock Lock Lock 0.20 0.24 0.28 Lock Lock Lock
     Growth % Lock Lock Lock Lock 7.8 20.0 16.7 Lock Lock Lock
     Yield % Lock Lock Lock Lock 1.6 1.6 1.4 Lock Lock Lock
     Payout Ratio % Lock Lock Lock Lock 88 87 82 Lock Lock Lock
BPS $ Lock Lock Lock Lock 0.43 0.50 0.59 Lock Lock Lock
BPS (Tangible) $ Lock Lock Lock Lock 0.42 0.48 0.55 Lock Lock Lock
     Growth % Lock Lock Lock Lock 10.3 14.2 15.7 Lock Lock Lock
Shares Outstanding
Diluted m Lock Lock Lock Lock 244 244 244 Lock Lock Lock
Basic m Lock Lock Lock Lock 244 244 244 Lock Lock Lock

Financial Records

Historical data

Forecast data

AUD 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027
Income Statement
Selling & General Expenses $m Lock Lock Lock Lock 20 29 31 Lock Lock Lock
Gross Income $m Lock Lock Lock Lock 98 123 146 Lock Lock Lock
     Growth % Lock Lock Lock Lock 22.4 25.5 18.7 Lock Lock Lock
     Margin % Lock Lock Lock Lock 56.9 58.3 58.7 Lock Lock Lock
Cost of Goods Sold to Sales % Lock Lock Lock Lock 43 42 41 Lock Lock Lock
Depreciation & Amortisation $m Lock Lock Lock Lock 3 3 4 Lock Lock Lock
Pretax Income $m Lock Lock Lock Lock 82 97 121 Lock Lock Lock
Income Taxes $m Lock Lock Lock Lock 26 30 37 Lock Lock Lock
Net Income $m Lock Lock Lock Lock 56 67 83 Lock Lock Lock
     Growth % Lock Lock Lock Lock 2.7 20.9 24.1 Lock Lock Lock
     Margin % Lock Lock Lock Lock 32.1 31.8 33.4 Lock Lock Lock
Cash Flow Statement
Net Operating Cash Flow $m Lock Lock Lock Lock 60 79 90 Lock Lock Lock
Capital Expenditures $m Lock Lock Lock Lock 3 6 5 Lock Lock Lock
Net Investing Cash Flow $m Lock Lock Lock Lock -4 -5 -5 Lock Lock Lock
Net Financing Cash Flow $m Lock Lock Lock Lock -49 -53 -68 Lock Lock Lock
Free Cash Flow $m Lock Lock Lock Lock 58 79 89 Lock Lock Lock
     Growth % Lock Lock Lock Lock 57.1 34.3 13.5 Lock Lock Lock
     Margin % Lock Lock Lock Lock 0.3 0.4 0.4 Lock Lock Lock
Franking Balance $m Lock Lock Lock Lock 35 -39 47 Lock Lock Lock
Balance Sheet
Cash & Short-Term Investments $m Lock Lock Lock Lock 89 110 127 Lock Lock Lock
Total Assets $m Lock Lock Lock Lock 136 162 189 Lock Lock Lock
Long Term Debt $m Lock Lock Lock Lock 14 12 13 Lock Lock Lock
Net Debt $m Lock Lock Lock Lock -74 -96 -112 Lock Lock Lock
Total Liabilities $m Lock Lock Lock Lock 32 39 45 Lock Lock Lock
Equity $m Lock Lock Lock Lock 104 123 145 Lock Lock Lock
Invested Capital Lock Lock Lock Lock 118 135 158 Lock Lock Lock
     Growth % Lock Lock Lock Lock 8.9 14.7 16.6 Lock Lock Lock
Return Ratios
Return on Assets % Lock Lock Lock Lock 40.8 41.5 44.0 Lock Lock Lock
Return on Equity % Lock Lock Lock Lock 53.3 54.6 57.7 Lock Lock Lock
Return on Total Capital % Lock Lock Lock Lock 68.8 73.9 78.1 Lock Lock Lock
Return on Invested Capital % Lock Lock Lock Lock 49.2 53.1 56.9 Lock Lock Lock
Cash Flow Return on Invested Capital % Lock Lock Lock Lock 52.7 62.6 61.4 Lock Lock Lock

Ratios Records

Historical data

Forecast data

AUD 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027
Leverage
Liquidity
Current Ratio X Lock Lock Lock Lock 6.5 5.3 5.1 Lock Lock Lock
Quick Ratio X Lock Lock Lock Lock 6.5 5.3 5.1 Lock Lock Lock
Cash & ST Inv/Current Assets % Lock Lock Lock Lock 78.3 80.6 80.6 Lock Lock Lock
CFO/Current Liabilities % Lock Lock Lock Lock 337.8 307.8 291.9 Lock Lock Lock
Balance Sheet Efficiency
Receivables Turnover X Lock Lock Lock Lock 9.1 10.0 10.0 Lock Lock Lock
Inventory Turnover X Lock Lock Lock Lock 0.0 0.0 0.0 Lock Lock Lock
Working Capital Turnover X Lock Lock Lock Lock 1.8 1.9 2.0 Lock Lock Lock
Payables Turnover X Lock Lock Lock Lock 4.5 5.1 5.2 Lock Lock Lock
Du Pont
x Pretax Margin % Lock Lock Lock Lock 47.1 46.0 48.4 Lock Lock Lock
= Pretax Return on Assets % Lock Lock Lock Lock 59.8 60.2 63.7 Lock Lock Lock
x Tax Rate Complement (1-Tax Rate) % Lock Lock Lock Lock 31.4 30.7 30.7 Lock Lock Lock
Return on Assets % Lock Lock Lock Lock 40.8 41.5 44.0 Lock Lock Lock
x Equity Multiplier (Assets/Equity) % Lock Lock Lock Lock 1.3 1.3 1.3 Lock Lock Lock
Return on Equity % Lock Lock Lock Lock 53.3 54.6 57.7 Lock Lock Lock
x Earnings Retention (1-Payout) % Lock Lock Lock Lock 12.2 12.9 18.0 Lock Lock Lock
= Reinvestment Rate (%) % Lock Lock Lock Lock 6.5 7.0 10.4 Lock Lock Lock
Operating Cycle
Days of Inventory on Hand Days Lock Lock Lock Lock 0.0 0.0 0.0 Lock Lock Lock
+ Days of Sales Outstanding Days Lock Lock Lock Lock 40.1 36.4 36.4 Lock Lock Lock
Operating Cycle Days Lock Lock Lock Lock 40.1 36.4 36.4 Lock Lock Lock
- Days of Payables Outstanding Days Lock Lock Lock Lock 36.5 38.3 42.0 Lock Lock Lock
Net Operating Cycle Days Lock Lock Lock Lock 3.5 -1.9 -5.6 Lock Lock Lock

Dividends

Key Stats

Ex Dividend Date (est.)

26-Aug-24

DIV Yield

1.4%

Franking Level

100%

DPSg

16.70%

Quality Yield

Lock

Falling Divs over next 2

Lock

Expected Dividend Cashflow

Dividend Clarity,
Enhanced
Strategy

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Values and Recommendations

Key Stats

Consensus Score

Lock

Recommendation

Lock

EPS 1 month Change

Lock

Quality Yield

Lock

Falling Divs over next 2

Lock

Halo Consensus Score

Lock Chart

PEG Ratio

Lock Chart

Consensus EPS Revisions

Lock Chart

Short selling

Key Stats

Percent of Issue

0.24%

Value ($M)

18

Prior Change

N/A

7 Day Change

N/A

1 Month Change

N/A

3 Month Change

-0.10%

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NWL Shortsell

Frequently Asked Questions

The current share price of Netwealth Group Ltd. (NWL:ASX) is AU$29.58.
The 52-week high share price for Netwealth Group Ltd. (NWL:ASX) is AU$30.90.
The 52-week low share price for Netwealth Group Ltd. (NWL:ASX)? is AU$14.00.
The current TTM dividend payout for Netwealth Group Ltd. (NWL:ASX) is 1.40.
The last dividend payment of Netwealth Group Ltd. (NWL:ASX) is AU$0.14.
Netwealth Group Ltd. (NWL:ASX) has a franking level of 100.0%.
Netwealth Group Ltd. (NWL:ASX) is classified in the Other Finance.
The current P/E ratio for Netwealth Group Ltd. (NWL:ASX) is 62.60.