Netwealth Group Ltd
ASX:NWL

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Netwealth Group Ltd
ASX:NWL
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Price: 28.86 AUD 0.56%
Market Cap: 7.1B AUD
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Netwealth Group Ltd
Total Liabilities

Last Value
3-Years 3-Y CAGR
5-Years 5-Y CAGR
10-Years 10-Y CAGR
Quarterly
Annual
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Netwealth Group Ltd
Total Liabilities Peer Comparison

Competitors Analysis
Latest Figures & CAGR of Competitors

Company Total Liabilities CAGR 3Y CAGR 5Y CAGR 10Y
Netwealth Group Ltd
ASX:NWL
Total Liabilities
AU$45m
CAGR 3-Years
6%
CAGR 5-Years
21%
CAGR 10-Years
N/A
Magellan Financial Group Ltd
ASX:MFG
Total Liabilities
AU$69.7m
CAGR 3-Years
-33%
CAGR 5-Years
1%
CAGR 10-Years
9%
Pinnacle Investment Management Group Ltd
ASX:PNI
Total Liabilities
AU$127.1m
CAGR 3-Years
1%
CAGR 5-Years
67%
CAGR 10-Years
19%
Insignia Financial Ltd
ASX:IFL
Total Liabilities
AU$1.5B
CAGR 3-Years
-22%
CAGR 5-Years
-6%
CAGR 10-Years
2%
Perpetual Ltd
ASX:PPT
Total Liabilities
AU$1.7B
CAGR 3-Years
33%
CAGR 5-Years
28%
CAGR 10-Years
11%
Regal Partners Ltd
ASX:RPL
Total Liabilities
AU$113.7m
CAGR 3-Years
80%
CAGR 5-Years
59%
CAGR 10-Years
N/A
No Stocks Found

Netwealth Group Ltd
Glance View

Market Cap
7B AUD
Industry
Financial Services
Economic Moat
Wide

Netwealth Group Ltd., founded in 1999 by Michael Heine and his family, has carved out a significant niche in the Australian financial landscape as a pioneering platform for managed accounts and wealth management services. From its headquarters in Melbourne, Netwealth offers an array of products designed primarily for financial intermediaries such as financial advisers, broker groups, and institutions, as well as direct clients. At the heart of their operations is a sophisticated investment platform that enables clients to invest in a diversified range of assets, including shares, managed funds, and international securities. Their cutting-edge technology and commitment to service innovation have been instrumental in streamlining the investment process, making it more accessible and efficient for their growing client base. Netwealth's business model revolves around generating revenue through a combination of public offerings, fees on managed investment portfolios, and other ancillary services. By providing a seamless and user-friendly interface, they attract a broad spectrum of financial advisers who seek to optimize their clients' investment strategies. These advisers, in turn, leverage Netwealth's platform to manage substantial client portfolios, incurring administration fees, transaction costs, and other service charges which drive Netwealth's financial engine. The company's commitment to continual platform enhancement ensures that both advisers and their clients are well supported with cutting-edge tools and a robust selection of investment products, securing Netwealth’s position as a frontrunner in the ever-evolving wealth management industry.

NWL Intrinsic Value
13.61 AUD
Overvaluation 53%
Intrinsic Value
Price

See Also

What is Netwealth Group Ltd's Total Liabilities?
Total Liabilities
45m AUD

Based on the financial report for Jun 30, 2024, Netwealth Group Ltd's Total Liabilities amounts to 45m AUD.

What is Netwealth Group Ltd's Total Liabilities growth rate?
Total Liabilities CAGR 5Y
21%

Over the last year, the Total Liabilities growth was 16%. The average annual Total Liabilities growth rates for Netwealth Group Ltd have been 6% over the past three years , 21% over the past five years .

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