Netwealth Group Limited, a financial services company, engages in the wealth management business in Australia. It offers financial intermediation services; superannuation products; managed accounts; and managed funds, as well as investor directed portfolio services. The company also provides investment wrap products; investment options, such as listed and international securities, managed account models, managed funds, term deposits, premium services, and investor rewards; insurance products; forms and disclosure documents; and resources and tools, as well as advisory, licensee, and private wealth solutions. In addition, it offers superannuation master fund, managed accounts, and self-managed superannuation and non-custodial administration services; and portfolio management tools, performance tools, investment research tools, and mobile access tools. The company provides its financial services to investors and non-institutional intermediaries, including financial advisers, private clients, and high net worth firms. Netwealth Group Limited was founded in 1999 and is headquartered in Melbourne, Australia.
| Market Capitalization | $3653.4886 million |
| P/E Ratio | 55.67 |
| P/E Growth Ratio | |
| Book Value | 0.505 |
| Dividend Per Share | 0.24 |
| Earnings Per Share | 0.28 |
| EBITDA | 103,293 |
| Profit Margin | 0.3127 |
| Operating Margin TTM | 0.4769 |
| Return on Assets TTM | 0.4294 |
| Return on Equity TTM | 0.5909 |
| Revenue TTM | 214,748.992 |
All numbers are in thousands
| Date | Total Revenue | Cost of Revenue | Gross Profit | Total Operating Expenses |
|---|---|---|---|---|
| 1999-06-30 | 5,033 | 1,244 | 3,789 | 11,005 |
| 2000-06-30 | 10,372 | 6,820 | 3,552 | 29,355 |
| 2001-06-30 | 45,077 | 46,698 | -1,621 | 97,092 |
| 2002-06-30 | 144,824 | 122,654 | 22,170 | 188,104 |
| 2014-06-30 | 43,774 | 20,489 | 22,983 | 32,123 |
| 2015-06-30 | 51,040 | 23,489 | 27,990 | 39,101 |
| 2016-06-30 | 48,323 | 19,011 | 30,021 | 28,883 |
| 2017-06-30 | 60,637 | 24,799 | 36,452 | 37,659 |
| 2018-06-30 | 81,460 | 28,739 | 81,460 | 54,071 |
| 2019-06-30 | 96,369 | 32,344 | 96,369 | 48,687 |
| 2020-06-30 | 121,345 | 121,345 | 61,044 | |
| 2021-06-30 | 141,982 | 141,982 | 67,402 | |
| 2022-06-30 | 172,933 | 172,933 | 90,804 | |
| 2023-06-30 | 211,490 | 211,490 | 116,907 |
All numbers are in thousands
| Date | Cash | Total Assets | Total Liabilities | Short Term Debt | Long Term Debt | Common Stock |
|---|---|---|---|---|---|---|
| 1999-06-30 | 7,751 | 22,268 | 5,209 | 42 | 39,202 | |
| 2000-06-30 | 63,359 | 103,478 | 9,085 | 2,549 | 132,535 | |
| 2001-06-30 | 22,406 | 97,788 | 46,316 | 4,322 | 3,178 | 141,090 |
| 2002-06-30 | 4,377 | 87,804 | 52,542 | 5,868 | 2,868 | 170,624 |
| 2014-06-30 | 17,481 | 46,546 | 9,423 | 761 | 18,769 | |
| 2015-06-30 | 23,169 | 51,762 | 14,262 | 20,881 | ||
| 2016-06-30 | 27,652 | 60,160 | 17,024 | 21,086 | ||
| 2017-06-30 | 22,081 | 47,743 | 9,425 | 912 | 875,113 | |
| 2018-06-30 | 52,669 | 78,751 | 11,339 | 5,606 | 23,259 | |
| 2019-06-30 | 58,459 | 81,425 | 17,578 | 1,130 | 23,504 | |
| 2020-06-30 | 85,516 | 111,892 | 35,863 | 1,297 | 3,774 | 23,122 |
| 2021-06-30 | 81,421 | 131,117 | 37,936 | 1,398 | 15,028 | 26,398 |
| 2022-06-30 | 88,376 | 136,204 | 31,961 | 1,501 | 13,586 | 26,563 |
| 2023-06-30 | 109,482 | 161,885 | 38,836 | 1,437 | 12,149 | 27,228 |
All numbers are in thousands
| Date | Net Income | Total Cash | Change in Cash | Begin period cash | End period cash | Dividends |
|---|---|---|---|---|---|---|
| 1999-06-30 | -5,313 | -6,199 | 7,528 | |||
| 2000-06-30 | -16,116 | -13,561 | 55,608 | |||
| 2001-06-30 | -51,689 | -29,740 | -40,953 | |||
| 2002-06-30 | -42,283 | -18,819 | -18,029 | |||
| 2014-06-30 | 8,194 | 8,259 | 6,709 | 1,026 | ||
| 2015-06-30 | 5,913 | 13,585 | 5,688 | 7,380 | ||
| 2016-06-30 | 9,148 | 9,704 | 4,483 | 3,485 | ||
| 2017-06-30 | 13,554 | 12,827 | 7,337 | 34,989 | 4,479 | |
| 2018-06-30 | 20,818 | 18,055 | 17,680 | 34,989 | 52,669 | 8,300 |
| 2019-06-30 | 34,295 | 40,757 | 5,790 | 52,669 | 58,459 | 38,171 |
| 2020-06-30 | 43,661 | 59,412 | 27,057 | 58,459 | 85,516 | 32,088 |
| 2021-06-30 | 54,103 | 37,809 | -4,095 | 85,516 | 81,421 | 40,629 |
| 2022-06-30 | 55,552 | 58,536 | 6,955 | 81,421 | 88,376 | 47,543 |
| 2023-06-30 | 67,153 | 79,226 | 21,106 | 88,376 | 109,482 | 51,208 |