Netwealth Group Limited, a financial services company, engages in the wealth management business in Australia. The company operates a platform that offers superannuation, including accumulation and retirement income products; investor directed portfolio services for self-managed superannuation and non-superannuation investments; managed accounts and funds, self-managed superannuation funds administration; and non-custodial administration and reporting services. It also provides investment wrap products; investment options, such as listed and international securities, managed account models, managed funds, specialist funds and models, term deposits, premium services, and investor rewards; investment research, including securities research, managed funds research, and business and economic news; account options comprising super accelerator plus, and self-managed super fund (SMSF) and wealth accelerator plus; insurance products; forms and disclosure documents; and resources and tools, as well as advisory, licensee, and private wealth solutions. In addition, the company offers advanced portfolio management; global specialist series (GSS) funds and models; investment accounts; super accelerator core; and mobile apps. Further, it provides superannuation master fund; and performance, investment research, 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.
Price analytics
Returns
1 day
3.1%
1 week
1.1%
1 month
-16.2%
3 months
-29.6%
6 months
-28.3%
1 year
-43.1%
3 years
20.1%
Risk
Volatility (1y ann.)
45.5%
Beta vs ASX 200
1.73
Sharpe (1y)
-1.10
VaR 95% (1-day)
-4.5%
Max drawdown (1y)
-49.4%
Off 1-year high
-47.8%
Technicals
RSI(14)
33
vs 50DMA
-17.8%
vs 200DMA
-24.2%
Trend
Death cross
Fundamental trends
Financial statements
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Scoring breakdown
(2 Oct 2026)
Value8.5
Trailing P/E
0
Forward P/E
36
PEG ratio
—
EV / EBITDA
0
Price / Book
0
Price / Sales
0
Growth95.5
Revenue growth (1y)
83
Revenue CAGR (3y)
100
EPS growth (1y)
100
EPS CAGR (3y)
100
Financial Health92.7
Net debt / EBITDA
—
Interest coverage (EBIT/interest)
—
Current ratio
100
Debt / Equity
87
Quality (Profitability & Cash Flow)100.0
Return on equity
100
Return on assets
100
Operating margin
100
Net margin
100
Cash conversion (OCF / net income)
—
Dividend / Income15.0
Dividend yield (%)
42
Payout ratio
0
FCF dividend cover
0
Momentum1.1
6-month return vs ASX 200
0
Price vs 200-day average
0
Price vs 50-day average
0
Position in 52-week range
5
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