Netwealth Group Limited (NWL.AX)
ValueMarkers Composite Index
162% above intrinsic value ($6)
Netwealth Group Limited (NWL.AX) — VMCI valuation read
NWL.AX screens at VMCI 62/100, a 12-point gap above the Financial Services sector median (50). For a mid-cap Netwealth Group Limited share, that placement says the multi-pillar composite is cheaper or higher quality than the typical peer on a like-for-like basis.
NWL.AX has logged no Form 4 insider activity over the trailing 30 days. The tape reads neither bullish nor bearish on insider conviction. The next signal sits with the 10-Q schedule and the analyst calendar.
**Investor frame.** Value: NWL.AX trades at 26.0x earnings, 44% above the Financial Services median of 18.0x, while EV/EBITDA prints 9.0x against 12.0x for the Financial Services group. Quality: ROIC of 16.0% sits 6.0pp above the Financial Services median (10.0%), the cleanest like-for-like comparison on capital efficiency. Risk: net debt to EBITDA of -1.0x leaves covenant headroom, which sets the rate-cycle exposure for Netwealth Group Limited.
NWL.AX rose 0.9% over the trailing 7 days, with a -4.3% read on a 30-day basis.
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 for self-managed super fund (SMSF) clients; 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 insurance, advisory, licensee, and private wealth solutions. In addition, it offers a superannuation master fund, separately 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.
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