Added to YB: 2025-06-04
Pitch date: 2025-06-02
NWL.AX [neutral]
Netwealth Group Limited
-50.72%
current return
Author Info
FluentInQuality invests in high-quality businesses that generate steady and sustainable cashflows, proven track records, and the potential to act as a true compounding machines over the long run. Sign up for the newsletter.
Company Info
Netwealth Group Limited, a financial services company, engages in the wealth management business in Australia.
Market Cap
AUD 4.2B
Pitch Price
AUD 31.29
Price Target
N/A
Dividend
2.47%
EV/EBITDA
21.51
P/E
68.91
EV/Sales
10.45
Sector
Capital Markets
Category
growth
High-Quality Mid-Caps You Need To Monitor Closely In 2025 - Netwealth Group Limited
NWL.AX (quick overview): Tech-led wealth management platform for advisors & high-net-worth clients, gaining market share w/ superior interface vs legacy systems. FUA grows at double-digit rates, 40%+ operating margins, high recurring revenue. Founder-led (Heine family) w/ significant stake. Strong retention, low capital needs, product expansion roadmap.
Read full article (2 min)