Netwealth Group Ltd
ASX:NWL

Watchlist Manager
Netwealth Group Ltd Logo
Netwealth Group Ltd
ASX:NWL
Watchlist
Price: 28.86 AUD 0.56%
Market Cap: 7.1B AUD
Have any thoughts about
Netwealth Group Ltd?
Write Note

Netwealth Group Ltd
Total Receivables

Last Value
3-Years 3-Y CAGR
5-Years 5-Y CAGR
10-Years 10-Y CAGR
Quarterly
Annual
|

Netwealth Group Ltd
Total Receivables Peer Comparison

Competitors Analysis
Latest Figures & CAGR of Competitors

Company Total Receivables CAGR 3Y CAGR 5Y CAGR 10Y
Netwealth Group Ltd
ASX:NWL
Total Receivables
AU$27.3m
CAGR 3-Years
24%
CAGR 5-Years
26%
CAGR 10-Years
N/A
Magellan Financial Group Ltd
ASX:MFG
Total Receivables
AU$58.8m
CAGR 3-Years
-21%
CAGR 5-Years
-14%
CAGR 10-Years
9%
Pinnacle Investment Management Group Ltd
ASX:PNI
Total Receivables
AU$35.6m
CAGR 3-Years
26%
CAGR 5-Years
14%
CAGR 10-Years
14%
Insignia Financial Ltd
ASX:IFL
Total Receivables
AU$270m
CAGR 3-Years
-26%
CAGR 5-Years
-4%
CAGR 10-Years
13%
Perpetual Ltd
ASX:PPT
Total Receivables
AU$227m
CAGR 3-Years
20%
CAGR 5-Years
17%
CAGR 10-Years
6%
Regal Partners Ltd
ASX:RPL
Total Receivables
AU$31.1m
CAGR 3-Years
-1%
CAGR 5-Years
26%
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 Receivables?
Total Receivables
27.3m AUD

Based on the financial report for Jun 30, 2024, Netwealth Group Ltd's Total Receivables amounts to 27.3m AUD.

What is Netwealth Group Ltd's Total Receivables growth rate?
Total Receivables CAGR 5Y
26%

Over the last year, the Total Receivables growth was 21%. The average annual Total Receivables growth rates for Netwealth Group Ltd have been 24% over the past three years , 26% over the past five years .

Back to Top