Selfwealth Ltd
ASX:SWF

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Selfwealth Ltd
ASX:SWF
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Price: 0.25 AUD 21.95% Market Closed
Market Cap: 59.5m AUD
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Relative Value

The Relative Value of one SWF stock under the Base Case scenario is 0.15 AUD. Compared to the current market price of 0.25 AUD, Selfwealth Ltd is Overvalued by 40%.

Relative Value is the estimated value of a stock based on various valuation multiples like P/E and EV/EBIT ratios. It offers a quick snapshot of a stock's valuation in relation to its peers and historical norms.

SWF Relative Value
Base Case
0.15 AUD
Overvaluation 40%
Relative Value
Price
Worst Case
Base Case
Best Case

Valuation Multiples

vs History
93
vs Industry
76
Median 3Y
1.7
Median 5Y
2.5
Industry
3.2
vs History
19
vs Industry
28
Median 3Y
-6.8
Median 5Y
-11.4
Industry
15.4
vs History
30
vs Industry
29
Median 3Y
9.4
Median 5Y
-10.5
Industry
10.3
vs History
vs Industry
14
Median 3Y
-6.8
Median 5Y
-8.4
Industry
13.4
vs History
93
vs Industry
23
Median 3Y
3.3
Median 5Y
4.2
Industry
1.3
vs History
93
vs Industry
80
Median 3Y
1.3
Median 5Y
1.8
Industry
4.9
vs History
93
vs Industry
80
Median 3Y
2.1
Median 5Y
4
Industry
7.3
vs History
19
vs Industry
52
Median 3Y
-5
Median 5Y
-11.2
Industry
14.2
vs History
19
vs Industry
50
Median 3Y
-5
Median 5Y
-11.2
Industry
14.8
vs History
33
vs Industry
41
Median 3Y
5.7
Median 5Y
-8.7
Industry
12.9
vs History
vs Industry
26
Median 3Y
-5.4
Median 5Y
-7.6
Industry
14
vs History
65
vs Industry
7
Median 3Y
11.5
Median 5Y
10.7
Industry
1

Multiples Across Competitors

SWF Competitors Multiples
Selfwealth Ltd Competitors

All Multiples
P/S
P/E
EV/EBITDA
EV/EBIT
All Countries
Close
Market Cap P/S P/E EV/EBITDA EV/EBIT
AU
Selfwealth Ltd
ASX:SWF
58.1m AUD 2.1 17 15.9 15.9
US
Morgan Stanley
NYSE:MS
214.3B USD 2 20.2 42.5 55.8
US
Goldman Sachs Group Inc
NYSE:GS
188.2B USD 1.5 16.4 50.8 62.5
EG
EFG Hermes Holdings SAE
LSE:EFGD
167.9B USD 368.5 2 165.2 15 815.2 0
US
Charles Schwab Corp
NYSE:SCHW
147.9B USD 5.8 33.6 55.5 67.9
US
Interactive Brokers Group Inc
NASDAQ:IBKR
75B USD 8.3 105.2 24.4 24.9
CN
CITIC Securities Co Ltd
SSE:600030
398.8B CNY 6.8 21.8 27.5 27.5
US
Raymond James Financial Inc
NYSE:RJF
32.9B USD 2.2 16 28.7 30.6
US
Robinhood Markets Inc
NASDAQ:HOOD
28.5B USD 11.8 54.2 42.2 48
CN
China Securities Co Ltd
SSE:601066
190.3B CNY 9.9 41.9 54.1 54.1
CN
China Merchants Securities Co Ltd
SSE:600999
179.1B CNY 9.6 21.8 44.1 44.1

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