CA
NZ
UK
AU
IND
US
…
Netwealth Group Limited, a financial services company, engages in the wealth management business in Australia. The company operates a platform that offers superannuation, including accumulation and retirement income products; investor directed portfolio services for self-managed superannuation and non-superannuation investments; managed accounts and funds, self-managed superannuation funds administration; and non-custodial administration and reporting services. It also provides investment wrap products; investment options, such as listed and international securities, managed account models, managed funds, specialist funds and models, term deposits, premium services, and investor rewards; investment research, including securities research, managed funds research, and business and economic news; account options comprising super accelerator plus, and self-managed super fund (SMSF) and wealth accelerator plus; insurance products; forms and disclosure documents; and resources and tools, as well as advisory, licensee, and private wealth solutions. In addition, the company offers advanced portfolio management; global specialist series (GSS) funds and models; investment accounts; super accelerator core; and mobile apps. Further, it provides superannuation master fund; and performance, investment research, and mobile access tools. The company provides its financial services to investors and non-institutional intermediaries, including financial advisers, private clients, and high net worth firms. Netwealth Group Limited was founded in 1999 and is headquartered in Melbourne, Australia.
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
A unique technical analysis driven score developed by Kalkine showing momentum in stock prices based on select technical indicators identified.
Netwealth Group Ltd operates an Australian digital wealth platform offering administration, investment, custody and reporting to advisers, institutions and self‑managed super funds. Growth may be supported by rising funds under administration as advisers and investors adopt platform solutions, recurring fees and product expansion. Investors may find the company attractive because it appears positioned with subscription-style revenues, strong client retention and potential operating leverage.
Principal risks are market-driven declines in funds under administration that reduce fee income, intense competition that could pressure pricing and share, and regulatory or operational disruptions.
Note: The summary and risk score provided above is created by AI and should not be construed as a recommendation of Kalkine.
| Breakdown | 2026-06-30 | 2025-06-30 | 2024-06-30 | 2023-06-30 | 2022-06-30 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2026-06-30 | 2025-06-30 | 2024-06-30 | 2023-06-30 | 2022-06-30 |
| Income before tax | 77.46M | 157.11M | 120.45M | 97.01M | 81.11M |
| Net income | 60.65M | 116.52M | 83.37M | 67.15M | 55.55M |
| Selling general administrative | 153.34M | 120.45M | 104.19M | 89.38M | 75.55M |
| Selling and marketing expenses | - | 3.75M | 3.07M | 2.83M | 1.39M |
| Gross profit | 228.56M | 312.30M | 164.98M | 133.60M | 109.09M |
| Reconciled depreciation | 8.15M | 5.77M | 3.66M | 3.28M | 2.98M |
| Ebit | 176.53M | 157.11M | 125.86M | 100.01M | 84.55M |
| Ebitda | 184.69M | 162.88M | 129.51M | 103.29M | 87.53M |
| Depreciation and amortization | 8.15M | 5.77M | 3.66M | 3.28M | 2.98M |
| Operating income | 176.53M | 157.11M | 134.76M | 102.41M | 86.67M |
| Other operating expenses | 206.37M | 155.19M | 120.48M | 38.49M | 32.66M |
| Interest expense | 2.08M | - | 0.57M | 0.45M | 0.50M |
| Tax provision | 16.80M | 40.59M | 37.08M | 29.86M | 25.56M |
| Interest income | 6.92M | 6.67M | 5.61M | 2.41M | 0.50M |
| Net interest income | 6.92M | 6.67M | 5.61M | 2.67M | -0.18M |
| Income tax expense | 16.80M | 40.59M | 37.08M | 29.86M | 25.56M |
| Total revenue | 382.90M | 312.30M | 255.25M | 211.49M | 172.93M |
| Total operating expenses | 52.03M | 155.19M | 30.21M | 116.91M | 90.80M |
| Cost of revenue | 154.34M | 124.29M | 90.27M | 77.89M | 63.84M |
| Total other income expense net | -99.08M | 7.41M | -14.32M | -0.24M | -0.83M |
| Net income from continuing ops | 60.65M | 116.52M | 83.37M | 67.15M | 55.55M |
| Net income applicable to common shares | - | 116.52M | 83.37M | 67.15M | 55.55M |
| Breakdown | 2026-06-30 | 2025-06-30 | 2024-06-30 | 2023-06-30 | 2022-06-30 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2026-06-30 | 2025-06-30 | 2024-06-30 | 2023-06-30 | 2022-06-30 |
| Total assets | 276.28M | 257.32M | 189.49M | 161.88M | 136.20M |
| Intangible assets | 31.39M | 24.35M | 9.64M | 6.51M | 2.21M |
| Other current assets | 6.79M | - | 3.32M | 8.57M | 10.02M |
| Total liab | 114.39M | 58.18M | 44.97M | 38.84M | 31.96M |
| Total stockholder equity | 161.89M | 199.14M | 144.52M | 123.05M | 104.24M |
| Other current liab | 13.13M | - | 9.86M | 0.08M | 1.50M |
| Common stock | 45.80M | - | 28.38M | 27.23M | 26.56M |
| Capital stock | 45.80M | 42.03M | 28.38M | 27.23M | 26.56M |
| Retained earnings | 103.63M | 146.00M | 106.55M | 89.05M | 73.10M |
| Other liab | - | - | - | 0.95M | 0.73M |
| Good will | 1.67M | 1.67M | - | - | - |
| Other assets | - | - | 0.00M | 3.11M | 1.58M |
| Cash | 149.40M | 148.52M | 126.68M | 109.48M | 88.38M |
| Total current liabilities | 66.16M | - | 30.83M | 25.74M | 17.64M |
| Current deferred revenue | - | - | 6.13M | 13.54M | 6.85M |
| Net debt | -78.99M | - | -111.76M | -95.90M | -73.29M |
| Short term debt | 23.91M | - | 1.77M | 1.44M | 1.50M |
| Short long term debt | 23.91M | 2.00M | 1.77M | 1.44M | 1.50M |
| Short long term debt total | 70.41M | - | 14.91M | 13.59M | 15.09M |
| Other stockholder equity | - | - | - | -116.28M | -99.67M |
| Property plant equipment | - | - | - | 14.28M | 16.20M |
| Total current assets | 222.95M | - | 157.98M | 136.38M | 114.21M |
| Long term investments | 24.45M | 24.53M | 4.23M | 2.53M | 1.99M |
| Net tangible assets | - | - | - | 116.54M | 102.03M |
| Short term investments | 24.33M | 24.53M | 0.68M | 0.49M | 1.09M |
| Net receivables | 42.44M | 0.18M | 27.30M | 17.84M | 14.73M |
| Long term debt | 46.50M | 11.51M | 13.14M | 12.15M | 13.59M |
| Accounts payable | 29.11M | 23.07M | 13.06M | 10.69M | 7.79M |
| Accumulated other comprehensive income | 12.46M | - | 9.59M | 6.77M | 4.58M |
| Non currrent assets other | - | - | -0.00M | - | 14.64M |
| Non current assets total | 53.33M | - | 31.50M | 25.51M | 21.99M |
| Long term debt total | - | - | - | 12.15M | 13.59M |
| Breakdown | 2026-06-30 | 2025-06-30 | 2024-06-30 | 2023-06-30 | 2022-06-30 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2026-06-30 | 2025-06-30 | 2024-06-30 | 2023-06-30 | 2022-06-30 |
| Investments | 0.02M | -39.50M | -5.11M | -4.99M | -3.69M |
| Change to liabilities | - | - | - | 3.31M | 0.63M |
| Total cashflows from investing activities | -13.45M | -39.50M | -5.11M | -4.99M | -3.69M |
| Net borrowings | 56.34M | - | - | -1.50M | -1.41M |
| Total cash from financing activities | -43.62M | -65.51M | -67.68M | -53.13M | -48.95M |
| Change to operating activities | - | - | - | 2.69M | 1.82M |
| Net income | 60.65M | 116.52M | 83.37M | 67.15M | 55.55M |
| Change in cash | 0.88M | 21.84M | 17.19M | 21.11M | 6.96M |
| Begin period cash flow | 148.52M | 126.68M | 109.48M | 88.38M | 81.42M |
| End period cash flow | 149.40M | 148.52M | 126.68M | 109.48M | 88.38M |
| Total cash from operating activities | 57.95M | 126.84M | 89.98M | 79.23M | 59.60M |
| Issuance of capital stock | 3.07M | 13.40M | 0.97M | 0.48M | - |
| Depreciation | 8.15M | - | 3.66M | 2.70M | 2.68M |
| Other cashflows from investing activities | 0.00M | -6.29M | 0.00M | 0.65M | -0.70M |
| Dividends paid | 103.02M | -77.07M | -65.87M | 51.21M | 47.54M |
| Change to account receivables | -4.26M | -5.39M | -4.54M | -3.17M | -0.33M |
| Sale purchase of stock | - | 13.40M | 0.97M | 0.48M | 1.92M |
| Other cashflows from financing activities | -1.99M | -1.84M | -2.78M | -2.40M | -3.69M |
| Change to netincome | - | - | - | 5.96M | -1.04M |
| Capital expenditures | 1.72M | 7.90M | 4.91M | 5.64M | 2.99M |
| Change in working capital | -11.60M | 4.20M | -0.57M | -3.17M | -0.33M |
| Stock based compensation | - | - | 3.00M | 2.38M | 3.05M |
| Other non cash items | 0.74M | 122.64M | 3.52M | 9.38M | 1.38M |
| Free cash flow | 56.23M | 118.94M | 85.07M | 73.58M | 56.61M |
Sector: Technology Industry: Software - Application
|
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) |
|---|---|---|---|---|---|---|---|
| NWL Netwealth Group Ltd |
-0.55 2.75% |
19.45 | 80.00 | 32.57 | 12.62 | 29.59 | 13.08 |
| WTC Wisetech Global Ltd |
-0.35 0.78% |
44.49 | 56.76 | 27.86 | 10.80 | 5.09 | 8.44 |
| XRO Xero Ltd |
-0.12 0.17% |
70.74 | - | 57.14 | 4.53 | 2.46 | 4.90 |
| TNE Technology One Ltd |
-0.51 1.54% |
32.65 | 77.12 | 53.48 | 17.20 | 24.08 | 16.02 |
| 360 LIFE360 Inc |
-0.42 1.84% |
22.45 | 24.04 | 42.37 | 9.55 | 5.97 | 6.09 |
Netwealth Group Limited, a financial services company, engages in the wealth management business in Australia. The company operates a platform that offers superannuation, including accumulation and retirement income products; investor directed portfolio services for self-managed superannuation and non-superannuation investments; managed accounts and funds, self-managed superannuation funds administration; and non-custodial administration and reporting services. It also provides investment wrap products; investment options, such as listed and international securities, managed account models, managed funds, specialist funds and models, term deposits, premium services, and investor rewards; investment research, including securities research, managed funds research, and business and economic news; account options comprising super accelerator plus, and self-managed super fund (SMSF) and wealth accelerator plus; insurance products; forms and disclosure documents; and resources and tools, as well as advisory, licensee, and private wealth solutions. In addition, the company offers advanced portfolio management; global specialist series (GSS) funds and models; investment accounts; super accelerator core; and mobile apps. Further, it provides superannuation master fund; and performance, investment research, and mobile access tools. The company provides its financial services to investors and non-institutional intermediaries, including financial advisers, private clients, and high net worth firms. Netwealth Group Limited was founded in 1999 and is headquartered in Melbourne, Australia.
180 Flinders Street, Melbourne, VIC, Australia, 3000
61 3 9655 1300
790
| Name | Title | Year Born |
|---|---|---|
| Mr. Matthew Alexander Max Heine | MD & Director | NA |
| Mr. Grant A. Boyle C.A. | CFO & Joint Company Sec. | NA |
| Mr. Michael Max Heine | Exec. Director | NA |
| Mr. John Hanrahan | Chief Information Officer | NA |
| Ms. Amanda Atkinson | Head of Investor Services | NA |
| Mr. Damian Holland | Gen. Mang. of Sales & Distribution | NA |
| Mr. Nick Mitchell | Head of Distribution | NA |
| Lindsay Coates | Head of Strategic Accounts | NA |
| Naomi Finnigan | Head of Investment Solutions | NA |
| Mr. Matthew Alexander Max Heine | CEO, MD & Director | 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.
Download a free report with stock ideas and industry insights for general information.
Download Free Report Now →
Basic Materials
+0.61%
Communication Services
-0.21%
Consumer Cyclical
-0.26%
Consumer Defensive
-0.37%
Energy
+0.23%
Financial Services
-0.43%
Financials
+0.39%
Healthcare
+0.88%
Industrials
+0.36%
Real Estate
-0.51%
Technology
+1.35%
Utilities
+0.19%
Note: Daily price change (%) by sector excluding stocks with +/-90% daily price change. Companies above $500 million market capitalization are considered.
Portfolio
Watchlist
Please wait processing your request...