Netwealth Group Ltd
ASX:NWL

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Netwealth Group Ltd Logo
Netwealth Group Ltd
ASX:NWL
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Price: 29.83 AUD 0.85% Market Closed
Market Cap: 7.3B AUD
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Intrinsic Value

The intrinsic value of one NWL stock under the Base Case scenario is 13.2 AUD. Compared to the current market price of 29.83 AUD, Netwealth Group Ltd is Overvalued by 56%.

The Intrinsic Value is calculated as the average of DCF and Relative values:

NWL Intrinsic Value
13.2 AUD
Overvaluation 56%
Intrinsic Value
Price
Worst Case
Base Case
Best Case

Valuation Backtest
Netwealth Group Ltd

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Backtest Conclusion
Very Attractive
Current Valuation
+45%
Avg Valuation
-12%
Worst Valuation
-49%
Best Valuation
+45%

Stock is trading at its lowest valuation over the past 5 years.

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Fundamental Analysis

Economic Moat
Netwealth Group Ltd

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0-3
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0-6
Months
0-12
Months
0-36
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Investment Journal
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Financials
Annual
Quarterly
TTM
Annual
Quarterly
TTM

Balance Sheet Decomposition
Netwealth Group Ltd

Current Assets 158m
Cash & Short-Term Investments 127.4m
Receivables 27.3m
Other Current Assets 3.3m
Non-Current Assets 31.5m
Long-Term Investments 1.3m
PP&E 15.3m
Intangibles 9.6m
Other Non-Current Assets 5.2m
Current Liabilities 30.8m
Accounts Payable 14.2m
Other Current Liabilities 16.6m
Non-Current Liabilities 14.1m
Long-Term Debt 13.1m
Other Non-Current Liabilities 996k
Efficiency

Earnings Waterfall
Netwealth Group Ltd

Revenue
249.5m AUD
Operating Expenses
-134m AUD
Operating Income
115.6m AUD
Other Expenses
-32.2m AUD
Net Income
83.4m AUD

Free Cash Flow Analysis
Netwealth Group Ltd

Last Value
3-Years Average
FCF Margin
Conversion Rate
Fundamental Scores

NWL Profitability Score
Profitability Due Diligence

Netwealth Group Ltd's profitability score is 84/100. The higher the profitability score, the more profitable the company is.

Exceptional 3-Year Average ROE
Exceptional 3-Year Average ROIC
Positive Free Cash Flow
Positive Operating Income
84/100
Profitability
Score

Netwealth Group Ltd's profitability score is 84/100. The higher the profitability score, the more profitable the company is.

NWL Solvency Score
Solvency Due Diligence

Netwealth Group Ltd's solvency score is 75/100. The higher the solvency score, the more solvent the company is.

High Altman Z-Score
Short-Term Solvency
Long-Term Solvency
Negative Net Debt
75/100
Solvency
Score

Netwealth Group Ltd's solvency score is 75/100. The higher the solvency score, the more solvent the company is.

Wall St
Price Targets

NWL Price Targets Summary
Netwealth Group Ltd

Wall Street analysts forecast NWL stock price to drop over the next 12 months.

According to Wall Street analysts, the average 1-year price target for NWL is 23.56 AUD with a low forecast of 14.75 AUD and a high forecast of 32.34 AUD.

Lowest
Price Target
14.75 AUD
51% Downside
Average
Price Target
23.56 AUD
21% Downside
Highest
Price Target
32.34 AUD
8% Upside
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Dividends

Dividend Yield
Lowest
Average
Highest
Dividend Per Share
N/A
Growth 3Y
Growth 5Y
Growth 10Y
Dividend Safety Score
Very
Unsafe
Unsafe
Safe
Very
Safe
0
25
50
75
100
Shareholder Yield

Current shareholder yield for NWL is .

Shareholder yield represents the total return a company provides to its shareholders, calculated as the sum of dividend yield, buyback yield, and debt paydown yield. What is shareholder yield?

Shareholder Yield
Dividend Yield
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Buyback Yield
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Debt Paydown Yield
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Ownership

NWL Insider Trading
Buy and sell transactions by insiders

Cumulative Transactions Amount
Period Sold Bought Net
3 Months
6 Months
9 Months
12 Months
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Profile

Netwealth Group Ltd Logo
Netwealth Group Ltd

Country

Australia

Industry

Financial Services

Market Cap

7.3B AUD

Dividend Yield

0.94%

Description

Netwealth Group Ltd. operates as an investment holding company. The company is headquartered in South Melbourne, Victoria. The company went IPO on 2017-11-20. The firm is a superannuation fund trustee and an administration business. Its subsidiaries include Netwealth Superannuation Services Pty Ltd, Wealthtech Pty Ltd and Netwealth Holdings Limited. The Company’s financial products include superannuation, including accumulation and retirement income products; investor directed portfolio services for self-managed super and non-super investments; managed accounts; and managed funds. The Company’s digital platform enables financial intermediaries and clients to invest in and manage a range of domestic and international products.

Contact

VICTORIA
South Melbourne
PO Box 336
+61800888223.0
www.netwealth.com.au

IPO

2017-11-20

Employees

-

Officers

CEO, MD & Director
Mr. Matthew Alexander Max Heine
CFO & Joint Company Secretary
Mr. Grant A. Boyle C.A.
Executive General Manager of Investment Operations & Managed Accounts
Mr. David Sutherland
Chief Information Officer
Mr. John Hanrahan
Executive General Manager of Service, Administration & Support
Ms. Amanda Atkinson
Chief Risk, Legal & Governance Officer and Joint Company Secretary
Jodie Henson
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Executive General Manager of Sales & Distribution
Mr. Damian Holland
Executive General Manager of Product & Marketing
Mr. Matt West
Chief People Officer
Ms. Shanyn Payne
Head of Strategic Accounts
Lindsay Coates
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See Also

Discover More
What is the Intrinsic Value of one NWL stock?

The intrinsic value of one NWL stock under the Base Case scenario is 13.2 AUD.

Is NWL stock undervalued or overvalued?

Compared to the current market price of 29.83 AUD, Netwealth Group Ltd is Overvalued by 56%.

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