Added to YB: 2025-10-14
Pitch date: 2025-10-11
NWL.AX [bullish]
Netwealth Group Limited
-50.66%
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 31.25
Price Target
N/A
Dividend
2.47%
EV/EBITDA
21.51
P/E
68.91
EV/Sales
10.45
Sector
Capital Markets
Category
growth
3 High-Quality Small & Mid-Caps You’ll Wish You Bought Sooner (Investment Cases) - Netwealth Group Limited
NWL.AX: Australia's wealth tech leader w/ $120.8B FUA (+26.6% YOY), record $4.1B Q3 net inflows. 21.7% revenue CAGR over decade, 255% ROIC, 68% ROE, 39% FCF margins. Expanding into HNW via Netwealth Private & bond trading. Premium valuation at 56x EV/FCF justified by quality.
Read full article (4 min)