SWF · ASX

SelfWealth Ltd. (ASX:SWF)

AU$0.24

 -0.005 (-2.041%)
ASX:Live
20/12/2024 10:39:03 AM
HALO Ords GROWTH AUS All-Companies
Consensus Score
/10
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SWF Overview

SWF Health Scores

Short Term

Mean Reversion

Neutral

Trend

Neutral

Event

Neutral

Halo Model

MQV

Very Strong

GARP

Very Strong

MQV Small

Neutral

Valuation

Value

Consensus

Momentum

Price

Weak

Earnings

Very Strong

Growth

Earnings

Very Strong

Dividends

Very Strong

Quality

Capital Efficiency

Very Strong

Balance Sheet

Very Strong

About SWF

Website

SelfWealth Ltd.

Telephone

61.3.8658.6080

Address

Level 7 North End 130 Lonsdale Street Melbourne, Victoria (VIC) 3000

Description

SelfWealth Ltd. engages in the provision of online flat fee trading solutions and online investor community portal services. Its services include SelfWealth trading and premium. The company was founded by Andrew Bruce Ward in 2012 and is headquartered in Melbourne, Australia.

SWF Price Chart

Key Stats

Market Cap

AU$56.53M

PE

N/A

EV/EBITDA

N/A

Dividends Overview

DIV Yield

N/A

Franking

N/A

Ex Dividend Date (est.)

N/A

Market Data

52 weeks range

Low 0.1 - 0.26

Trade Value (12mth)

AU$20,113.00

1 week

-1.03%

1 month

-2.04%

YTD

54.84%

1 year

45.45%

All time high

0.82

Key Fundamentals

EPS 3 yr Growth

-556.20%

EBITDA Margin

13.00%

Operating Cashflow

$3m

Free Cash Flow Return

21.10%

ROIC

27.30%

Interest Coverage

185.10

Quick Ratio

1.00

Other Data

Shares on Issue (Fully Dilluted)

234m

HALO Sector

Other Finance

Next Company Report Date

27-Aug-25

Ex Dividend Date (est.)

N/A

Next Dividend Pay Date (est.)

N/A

Reporting Currency

AUD

Short Sell (% of issue)

0.00

SWF Announcements

Latest Announcements

Date Announcements

29 November 24

Ceasing to be a substantial holder

×

Ceasing to be a substantial holder

29 November 24

Change in substantial holding

×

Change in substantial holding

27 November 24

Letter to Shareholders re Bell Financial Group offer

×

Letter to Shareholders re Bell Financial Group offer

27 November 24

Change in substantial holding

×

Change in substantial holding

25 November 24

Revised Bell Proposal and Scheme Implementation Deed

×

Revised Bell Proposal and Scheme Implementation Deed

25 November 24

BFG:BFG and Selfwealth enter into Scheme Implementation Deed

×

BFG:BFG and Selfwealth enter into Scheme Implementation Deed

22 November 24

Change in substantial holding

×

Change in substantial holding

18 November 24

Becoming a substantial holder

×

Becoming a substantial holder

14 November 24

Non-binding indicative proposal from Axi at $0.23 per share

×

Non-binding indicative proposal from Axi at $0.23 per share

14 November 24

2024 AGM Chair and CEO addresses

×

2024 AGM Chair and CEO addresses

14 November 24

2024 AGM results

×

2024 AGM results

13 November 24

Non-binding indicative proposal from Bell Financial Group

×

Non-binding indicative proposal from Bell Financial Group

13 November 24

BFG: Proposal to acquire SelfWealth

×

BFG: Proposal to acquire SelfWealth

28 October 24

Notification of cessation of securities - SWF

×

Notification of cessation of securities - SWF

23 October 24

Update - Notification of buy-back - SWF

×

Update - Notification of buy-back - SWF

21 October 24

Update - Notification of buy-back - SWF

×

Update - Notification of buy-back - SWF

18 October 24

Update - Notification of buy-back - SWF

×

Update - Notification of buy-back - SWF

17 October 24

Update - Notification of buy-back - SWF

×

Update - Notification of buy-back - SWF

16 October 24

Update - Notification of buy-back - SWF

×

Update - Notification of buy-back - SWF

15 October 24

Update - Notification of buy-back - SWF

×

Update - Notification of buy-back - SWF

14 October 24

Update - Notification of buy-back - SWF

×

Update - Notification of buy-back - SWF

14 October 24

Notice of 2024 Annual General Meeting

×

Notice of 2024 Annual General Meeting

01 October 24

Update - Notification of buy-back - SWF

×

Update - Notification of buy-back - SWF

30 September 24

Notification of cessation of securities - SWF

×

Notification of cessation of securities - SWF

27 September 24

Update - Notification of buy-back - SWF

×

Update - Notification of buy-back - SWF

SWF 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 -0.03 0.00 0.01 Lock Lock Lock
EPS (Fully Diluted) $ Lock Lock Lock Lock -0.03 0.00 0.01 Lock Lock Lock
     Growth % Lock Lock Lock Lock -737.5 101.5 3,550.0 Lock Lock Lock
     PE X Lock Lock Lock Lock N/A N/A N/A Lock Lock Lock
     EV/EBITDA X Lock Lock Lock Lock N/A N/A N/A Lock Lock Lock
CFPS $ Lock Lock Lock Lock -0.02 0.02 0.02 Lock Lock Lock
FCFPS $ Lock Lock Lock Lock -0.02 0.01 0.01 Lock Lock Lock
     Growth % Lock Lock Lock Lock -1,366.6 177.1 -8.1 Lock Lock Lock
     Yield % Lock Lock Lock Lock -8.9 7.1 8.7 Lock Lock Lock
DPS $ Lock Lock Lock Lock 0.00 0.00 0.00 Lock Lock Lock
     Growth % Lock Lock Lock Lock N/A N/A N/A Lock Lock Lock
     Yield % Lock Lock Lock Lock N/A N/A N/A Lock Lock Lock
     Payout Ratio % Lock Lock Lock Lock 0 0 0 Lock Lock Lock
BPS $ Lock Lock Lock Lock 0.05 0.05 0.06 Lock Lock Lock
BPS (Tangible) $ Lock Lock Lock Lock 0.03 0.04 0.04 Lock Lock Lock
     Growth % Lock Lock Lock Lock 19.7 26.8 4.0 Lock Lock Lock
Shares Outstanding
Diluted m Lock Lock Lock Lock 234 243 236 Lock Lock Lock
Basic m Lock Lock Lock Lock 234 237 235 Lock Lock Lock

Financial Records

Historical data

Forecast data

AUD 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027
Income Statement
Sales $m Lock Lock Lock Lock 20 29 28 Lock Lock Lock
     Growth % Lock Lock Lock Lock 10.4 44.9 -6.1 Lock Lock Lock
Selling & General Expenses $m Lock Lock Lock Lock 16 17 16 Lock Lock Lock
Gross Income $m Lock Lock Lock Lock 10 20 19 Lock Lock Lock
     Growth % Lock Lock Lock Lock 28.1 111.3 -4.1 Lock Lock Lock
     Margin % Lock Lock Lock Lock 47.3 69.0 70.5 Lock Lock Lock
Cost of Goods Sold to Sales % Lock Lock Lock Lock 53 31 30 Lock Lock Lock
EBITDA $m Lock Lock Lock Lock -6 4 4 Lock Lock Lock
     Growth % Lock Lock Lock Lock -655.5 169.3 -11.2 Lock Lock Lock
     Margin % Lock Lock Lock Lock -28.8 13.8 13.0 Lock Lock Lock
Depreciation & Amortisation $m Lock Lock Lock Lock 0 1 1 Lock Lock Lock
EBIT $m Lock Lock Lock Lock -6 3 3 Lock Lock Lock
     Growth % Lock Lock Lock Lock -607.2 144.6 5.3 Lock Lock Lock
     Margin % Lock Lock Lock Lock -30.9 9.5 10.7 Lock Lock Lock
Pretax Income $m Lock Lock Lock Lock -6 0 3 Lock Lock Lock
Income Taxes $m Lock Lock Lock Lock 0 0 0 Lock Lock Lock
Net Income $m Lock Lock Lock Lock -6 0 3 Lock Lock Lock
     Growth % Lock Lock Lock Lock -868.7 101.5 3,596.2 Lock Lock Lock
     Margin % Lock Lock Lock Lock -30.9 0.3 12.4 Lock Lock Lock
Cash Flow Statement
Net Operating Cash Flow $m Lock Lock Lock Lock -4 3 3 Lock Lock Lock
Capital Expenditures $m Lock Lock Lock Lock 3 2 3 Lock Lock Lock
Net Investing Cash Flow $m Lock Lock Lock Lock -3 -1 -3 Lock Lock Lock
Net Financing Cash Flow $m Lock Lock Lock Lock 11 0 -1 Lock Lock Lock
Free Cash Flow $m Lock Lock Lock Lock -4 2 3 Lock Lock Lock
     Growth % Lock Lock Lock Lock -466.5 164.2 2.9 Lock Lock Lock
     Margin % Lock Lock Lock Lock -0.2 0.1 0.1 Lock Lock Lock
Franking Balance $m Lock Lock Lock Lock 0 0 0 Lock Lock Lock
Balance Sheet
Cash & Short-Term Investments $m Lock Lock Lock Lock 11 12 11 Lock Lock Lock
Total Assets $m Lock Lock Lock Lock 17 471 399 Lock Lock Lock
Long Term Debt $m Lock Lock Lock Lock 0 0 0 Lock Lock Lock
Net Debt $m Lock Lock Lock Lock -11 -12 -11 Lock Lock Lock
Total Liabilities $m Lock Lock Lock Lock 6 460 385 Lock Lock Lock
Equity $m Lock Lock Lock Lock 11 11 14 Lock Lock Lock
Invested Capital Lock Lock Lock Lock 11 11 14 Lock Lock Lock
     Growth % Lock Lock Lock Lock 101.1 -2.1 22.8 Lock Lock Lock
Return Ratios
Return on Assets % Lock Lock Lock Lock -37.2 0.0 0.9 Lock Lock Lock
Return on Equity % Lock Lock Lock Lock -56.9 0.8 24.8 Lock Lock Lock
Return on Total Capital % Lock Lock Lock Lock -71.5 23.9 23.0 Lock Lock Lock
Return on Invested Capital % Lock Lock Lock Lock -72.9 0.8 27.3 Lock Lock Lock
Cash Flow Return on Invested Capital % Lock Lock Lock Lock -42.4 22.2 21.1 Lock Lock Lock

Ratios Records

Historical data

Forecast data

AUD 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027
Leverage
Interest Cover X Lock Lock Lock Lock -183.6 102.9 185.1 Lock Lock Lock
Debt to EBITDA X Lock Lock Lock Lock 1.8 -3.0 -3.1 Lock Lock Lock
Net Debt to Equity % Lock Lock Lock Lock -97.3 -107.5 -81.6 Lock Lock Lock
Liquidity
Current Ratio X Lock Lock Lock Lock 2.3 1.0 1.0 Lock Lock Lock
Quick Ratio X Lock Lock Lock Lock 2.3 1.0 1.0 Lock Lock Lock
Cash & ST Inv/Current Assets % Lock Lock Lock Lock 93.6 2.6 2.9 Lock Lock Lock
CFO/Current Liabilities % Lock Lock Lock Lock -68.8 0.5 0.7 Lock Lock Lock
Balance Sheet Efficiency
Receivables Turnover X Lock Lock Lock Lock 48.7 72.4 79.3 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 2.9 3.1 2.8 Lock Lock Lock
Payables Turnover X Lock Lock Lock Lock 14.0 3.2 1.5 Lock Lock Lock
Asset Turnover X Lock Lock Lock Lock 1.2 0.1 0.1 Lock Lock Lock
Du Pont
Asset Turnover X Lock Lock Lock Lock 1.2 0.1 0.1 Lock Lock Lock
x Pretax Margin % Lock Lock Lock Lock -30.9 0.3 12.4 Lock Lock Lock
= Pretax Return on Assets % Lock Lock Lock Lock -37.2 0.0 0.9 Lock Lock Lock
x Tax Rate Complement (1-Tax Rate) % Lock Lock Lock Lock 0.0 0.0 0.0 Lock Lock Lock
Return on Assets % Lock Lock Lock Lock -37.2 0.0 0.9 Lock Lock Lock
x Equity Multiplier (Assets/Equity) % Lock Lock Lock Lock 1.5 42.5 28.9 Lock Lock Lock
Return on Equity % Lock Lock Lock Lock -56.9 0.8 24.8 Lock Lock Lock
x Earnings Retention (1-Payout) % Lock Lock Lock Lock 100.0 100.0 100.0 Lock Lock Lock
= Reinvestment Rate (%) % Lock Lock Lock Lock -56.9 0.8 24.8 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 7.5 5.0 4.6 Lock Lock Lock
Operating Cycle Days Lock Lock Lock Lock 7.5 5.0 4.6 Lock Lock Lock
- Days of Payables Outstanding Days Lock Lock Lock Lock 72.9 75.4 30.2 Lock Lock Lock
Net Operating Cycle Days Lock Lock Lock Lock -65.4 -70.3 -25.6 Lock Lock Lock

Dividends

Key Stats

Ex Dividend Date (est.)

N/A

DIV Yield

N/A

Franking Level

N/A

DPSg

N/A

Quality Yield

Lock

Falling Divs over next 2

Lock

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

0.00%

Value ($M)

0

Prior Change

N/A

7 Day Change

N/A

1 Month Change

N/A

3 Month Change

N/A

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Frequently Asked Questions

The current share price of SelfWealth Ltd. (SWF:ASX) is AU$0.24.
The 52-week high share price for SelfWealth Ltd. (SWF:ASX) is AU$0.26.
The 52-week low share price for SelfWealth Ltd. (SWF:ASX)? is AU$0.10.
SelfWealth Ltd. (SWF:ASX) does not pay a dividend.
SelfWealth Ltd. (SWF:ASX) does not pay a dividend.
SelfWealth Ltd. (SWF:ASX) has a franking level of 0.0%.
SelfWealth Ltd. (SWF:ASX) is classified in the Other Finance.
The current P/E ratio for SelfWealth Ltd. (SWF:ASX) is .
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HALO Technologies Pty Ltd ABN 54 623 830 866 is a Corporate Authorised Representative No 1261916 of Macrovue Pty Ltd ABN 98 600 022 679 AFSL 484264. Macrovue Pty Ltd is a wholly owned subsidiary of HALO Technologies Pty Ltd.