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NWL · ASX

Netwealth Group Ltd. (ASX:NWL)

AU$14.66

 0.0 (0.0%)
ASX:Live
05/12/2023 04:10:44 PM
HALO Small HALO Price Momentum HALO Ords HALO Dividend Growth HALO Capital Efficiency +5
Consensus Score
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NWL Overview

NWL Health Scores

Short Term

Mean Revision

Trend

Event

Halo Model

MQV

GARP

MQV Small

Valuation

Value

Consensus

Momentum

Price

Earnings

Growth

Earnings

Dividends

Quality

Capital Efficiency

Balance Sheet

About NWL

Website

Netwealth Group Ltd.

Telephone

N/A

Address

Level 6 180 Flinders Street Melbourne, Victoria (VIC) 3000

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$3.62B

PE

53.00

EV/EBITDA

34.5

Dividends Overview

DIV Yield

1.6%

Franking

100%

Ex Dividend Date (est.)

N/A

Market Data

52 weeks range

Low 11.86 - 16.15

Trade Value (12mth)

AU$1,161,197.00

1 week

-0.61%

1 month

9%

YTD

21.46%

1 year

2.45%

All time high

18.71

Key Fundamentals

EPS 3 yr Growth

49.900%

EBITDA Margin

45.10%

Operating Cashflow

$79m

Free Cash Flow Return

62.60%

ROIC

53.10%

Interest Coverage

207.10

Quick Ratio

5.30

Other Data

Shares on Issue (Fully Dilluted)

244m

HALO Sector

Other Finance

Next Company Report Date

13-Aug-24

Ex Dividend Date (est.)

N/A

Next Dividend Pay Date (est.)

N/A

Reporting Currency

AUD

Short Sell (% of issue)

0.91

NWL Announcements

Latest Announcements

Date Announcements

29 August 22

Change of Director's Interest Notice

×

Change of Director's Interest Notice

29 August 22

Change of Director's Interest Notice

×

Change of Director's Interest Notice

29 August 22

Change in substantial holding

×

Change in substantial holding

29 August 22

Change in substantial holding

×

Change in substantial holding

29 August 22

Change in substantial holding

×

Change in substantial holding

29 August 22

Change in substantial holding

×

Change in substantial holding

28 September 22

Company Secretary Resignation

×

Company Secretary Resignation

28 October 20

2020 AGM Presentation

×

2020 AGM Presentation

28 June 23

NWL FY2022 Tax Transparency Report

×

NWL FY2022 Tax Transparency Report

28 February 18

ASX 1H 2018 Results Presentation - correction

×

ASX 1H 2018 Results Presentation - correction

27 October 21

2021 AGM Presentation

×

2021 AGM Presentation

27 February 18

Half Year Results Presentation

×

Half Year Results Presentation

27 August 18

NWL - FY18 Results Presentation

×

NWL - FY18 Results Presentation

26 October 23

Application for quotation of securities - NWL

×

Application for quotation of securities - NWL

26 October 23

Change of Director's Interest Notice

×

Change of Director's Interest Notice

26 October 18

Investor Conference Presentation

×

Investor Conference Presentation

25 September 20

Notice of Annual General Meeting/Proxy Form

×

Notice of Annual General Meeting/Proxy Form

25 February 20

ASX Connect Presentation

×

ASX Connect Presentation

24 August 22

2022 Full Year Annual Report & Appendix 4E

×

2022 Full Year Annual Report & Appendix 4E

24 August 22

2022 Full Year Results Announcement

×

2022 Full Year Results Announcement

24 August 22

NWL 2022 Results Presentation

×

NWL 2022 Results Presentation

24 August 22

Dividend/Distribution - NWL

×

Dividend/Distribution - NWL

24 August 22

Appendix 4G

×

Appendix 4G

24 August 22

2022 Corporate Governance Statement

×

2022 Corporate Governance Statement

24 August 22

2022 Corporate Sustainability Report

×

2022 Corporate Sustainability Report

23 September 21

Notice of Annual General Meeting/Proxy Form

×

Notice of Annual General Meeting/Proxy Form

23 November 22

2022 AGM Addresses and Presentation

×

2022 AGM Addresses and Presentation

23 November 22

2022 AGM Results of Meeting

×

2022 AGM Results of Meeting

NWL Fundamentals

Per Share Records

Historical data

Forecasted data

AUD 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Per Share, Growth & Valuations
EPS (Basic) $ Lock Lock Lock Lock 0.23 0.23 0.28 Lock Lock Lock
EPS (Fully Diluted) $ Lock Lock Lock Lock 0.23 0.23 0.28 Lock Lock Lock
     Growth % Lock Lock Lock Lock 22.8 1.0 20.9 Lock Lock Lock
     PE X Lock Lock Lock Lock 64.9 53.0 53.0 Lock Lock Lock
CFPS $ Lock Lock Lock Lock 0.19 0.24 0.31 Lock Lock Lock
FCFPS $ Lock Lock Lock Lock -0.01 0.04 0.11 Lock Lock Lock
     Growth % Lock Lock Lock Lock -23.1 23.2 32.8 Lock Lock Lock
     Yield % Lock Lock Lock Lock -0.1 0.4 0.8 Lock Lock Lock
DPS $ Lock Lock Lock Lock 0.19 0.20 0.24 Lock Lock Lock
     Growth % Lock Lock Lock Lock 26.3 7.8 20.0 Lock Lock Lock
     Yield % Lock Lock Lock Lock 1.2 1.6 1.6 Lock Lock Lock
     Payout Ratio % Lock Lock Lock Lock 82 88 87 Lock Lock Lock
BPS $ Lock Lock Lock Lock 0.38 0.43 0.50 Lock Lock Lock
BPS (Tangible) $ Lock Lock Lock Lock 0.38 0.42 0.48 Lock Lock Lock
     Growth % Lock Lock Lock Lock 19.0 10.3 14.2 Lock Lock Lock
Shares Outstanding
Diluted m Lock Lock Lock Lock 240 244 244 Lock Lock Lock
Basic m Lock Lock Lock Lock 240 244 244 Lock Lock Lock

Financial Records

Historical data

Forecasted data

AUD 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Income Statement
Selling & General Expenses $m Lock Lock Lock Lock 6 8 29 Lock Lock Lock
Gross Income $m Lock Lock Lock Lock 80 87 119 Lock Lock Lock
     Growth % Lock Lock Lock Lock 22.1 7.7 37.4 Lock Lock Lock
     Margin % Lock Lock Lock Lock 56.6 51.0 57.4 Lock Lock Lock
Cost of Goods Sold to Sales % Lock Lock Lock Lock 43 49 43 Lock Lock Lock
Depreciation & Amortisation $m Lock Lock Lock Lock 2 3 3 Lock Lock Lock
Pretax Income $m Lock Lock Lock Lock 77 82 97 Lock Lock Lock
Income Taxes $m Lock Lock Lock Lock 23 26 30 Lock Lock Lock
Net Income $m Lock Lock Lock Lock 54 56 67 Lock Lock Lock
     Growth % Lock Lock Lock Lock 23.9 2.7 20.9 Lock Lock Lock
     Margin % Lock Lock Lock Lock 38.1 32.8 32.4 Lock Lock Lock
Cash Flow Statement
Net Operating Cash Flow $m Lock Lock Lock Lock 38 60 79 Lock Lock Lock
Capital Expenditures $m Lock Lock Lock Lock 1 3 6 Lock Lock Lock
Net Investing Cash Flow $m Lock Lock Lock Lock -3 -4 -5 Lock Lock Lock
Net Financing Cash Flow $m Lock Lock Lock Lock -39 -49 -53 Lock Lock Lock
Free Cash Flow $m Lock Lock Lock Lock 37 58 79 Lock Lock Lock
     Growth % Lock Lock Lock Lock -36.4 57.1 34.3 Lock Lock Lock
     Margin % Lock Lock Lock Lock 0.3 0.3 0.4 Lock Lock Lock
Franking Balance $m Lock Lock Lock Lock 30 35 39 Lock Lock Lock
Balance Sheet
Cash & Short-Term Investments $m Lock Lock Lock Lock 82 89 110 Lock Lock Lock
Total Assets $m Lock Lock Lock Lock 131 136 162 Lock Lock Lock
Long Term Debt $m Lock Lock Lock Lock 15 14 12 Lock Lock Lock
Net Debt $m Lock Lock Lock Lock -66 -74 -96 Lock Lock Lock
Total Liabilities $m Lock Lock Lock Lock 38 32 39 Lock Lock Lock
Equity $m Lock Lock Lock Lock 93 104 123 Lock Lock Lock
Invested Capital Lock Lock Lock Lock 108 118 135 Lock Lock Lock
     Growth % Lock Lock Lock Lock 35.6 8.9 14.7 Lock Lock Lock
Return Ratios
Return on Assets % Lock Lock Lock Lock 41.3 40.8 41.5 Lock Lock Lock
Return on Equity % Lock Lock Lock Lock 58.1 53.3 54.6 Lock Lock Lock
Return on Total Capital % Lock Lock Lock Lock 78.2 68.3 70.4 Lock Lock Lock
Return on Invested Capital % Lock Lock Lock Lock 57.6 49.2 53.1 Lock Lock Lock
Cash Flow Return on Invested Capital % Lock Lock Lock Lock 40.2 52.7 62.6 Lock Lock Lock

Ratios Records

Historical data

Forecasted data

AUD 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Leverage
Liquidity
Current Ratio X Lock Lock Lock Lock 4.9 6.5 5.3 Lock Lock Lock
Quick Ratio X Lock Lock Lock Lock 4.9 6.5 5.3 Lock Lock Lock
Cash & ST Inv/Current Assets % Lock Lock Lock Lock 76.3 78.3 80.6 Lock Lock Lock
CFO/Current Liabilities % Lock Lock Lock Lock 173.7 337.8 307.8 Lock Lock Lock
Balance Sheet Efficiency
Receivables Turnover X Lock Lock Lock Lock 9.4 8.9 9.8 Lock Lock Lock
Inventory Turnover X Lock Lock Lock Lock N/A N/A 0.0 Lock Lock Lock
Working Capital Turnover X Lock Lock Lock Lock 1.7 1.8 1.9 Lock Lock Lock
Payables Turnover X Lock Lock Lock Lock 5.0 4.6 5.2 Lock Lock Lock
Du Pont
x Pretax Margin % Lock Lock Lock Lock 54.5 48.1 47.0 Lock Lock Lock
= Pretax Return on Assets % Lock Lock Lock Lock 59.0 59.8 60.2 Lock Lock Lock
x Tax Rate Complement (1-Tax Rate) % Lock Lock Lock Lock 29.9 31.4 30.7 Lock Lock Lock
Return on Assets % Lock Lock Lock Lock 41.3 40.8 41.5 Lock Lock Lock
x Equity Multiplier (Assets/Equity) % Lock Lock Lock Lock 1.4 1.3 1.3 Lock Lock Lock
Return on Equity % Lock Lock Lock Lock 58.1 53.3 54.6 Lock Lock Lock
x Earnings Retention (1-Payout) % Lock Lock Lock Lock 17.7 12.2 12.9 Lock Lock Lock
= Reinvestment Rate (%) % Lock Lock Lock Lock 10.3 6.5 7.0 Lock Lock Lock
Operating Cycle
Days of Inventory on Hand Days Lock Lock Lock Lock N/A N/A 0.0 Lock Lock Lock
+ Days of Sales Outstanding Days Lock Lock Lock Lock 38.9 40.8 37.2 Lock Lock Lock
Operating Cycle Days Lock Lock Lock Lock 38.9 40.8 37.2 Lock Lock Lock
- Days of Payables Outstanding Days Lock Lock Lock Lock 41.2 32.8 38.3 Lock Lock Lock
Net Operating Cycle Days Lock Lock Lock Lock -2.3 8.0 -1.1 Lock Lock Lock

Dividends

Key Stats

Ex Dividend Date (est.)

N/A

DIV Yield

1.6%

Franking Level

100%

DPSg

20.00%

Quality Yield

Lock

Falling Divs over next 2

Lock

Expected Dividend Cashflow

Dividend Clarity,
Enhanced
Strategy

Upload your portfolio and gain access to 3-year dividend forecasts for each holding with HALO Global. Empower your decision-making and maximize returns with our advanced analytical tool. Try it today.

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

0.91%

Value ($M)

33

Prior Change

N/A

7 Day Change

N/A

1 Month Change

0.20%

3 Month Change

0.70%

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NWL Shortsell

Frequently Asked Questions

The current share price of Netwealth Group Ltd. (NWL:ASX) is AU$14.66.
The 52-week high share price for Netwealth Group Ltd. (NWL:ASX) is AU$16.15.
The 52-week low share price for Netwealth Group Ltd. (NWL:ASX)? is AU$11.86.
The current TTM dividend payout for Netwealth Group Ltd. (NWL:ASX) is 1.60.
The last dividend payment of Netwealth Group Ltd. (NWL:ASX) is AU$0.13.
Netwealth Group Ltd. (NWL:ASX) has a franking level of 100%.
Netwealth Group Ltd. (NWL:ASX) is classified in the Other Finance.
The current P/E ratio for Netwealth Group Ltd. (NWL:ASX) is 53.00.
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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.