NWL
Fiscal year ends June Quarters are offset from the calendar — Q1 is Jul–Sep

Netwealth Group Limited is an Australian wealth management technology company founded in 1999. The group operates a digital platform for financial intermediaries and personal investors, providing services including superannuation fund administration, investment management, and custodial services. Key products include the Netwealth Superannuation Master Fund, Netwealth Managed Account, Netwealth Wealth Accelerator, and the Netwealth Global Specialist Series Funds. The company serves financial advisers, self-managed superannuation fund members, and individual investors in Australia. Netwealth Investments Limited and Netwealth Superannuation Services Pty Ltd are primary subsidiaries holding the necessary financial services and superannuation entity licenses. The platform supports managed accounts, international investing, and a range of managed funds and ASX-listed securities.

Summarised from the company's own disclosures, fiscal year ended Jun 2026

Industry Financial Services Homepage netwealth.com.au
Sector Financial Services IR page netwealth.com.au/web/insights/investor-webinars
Tags
wealth management, superannuation, managed accounts, custodial services, investment platform, financial technology, retail investing, portfolio management, Netwealth Superannuation Master Fund, Netwealth Managed Account, Netwealth Wealth Accelerator, Netwealth Global Specialist Series Funds, Netwealth Super Accelerator, Russell Investments Super Series, Netwealth Wrap Service, Russell Investments Portfolio Service, Netwealth Investments Limited, Netwealth Superannuation Services Pty Ltd
Press page —

Metrics

Valuation  
Market cap A$ 4.424B
P/E 67.81
P/BV 25.41
P/S 11.55
P/OCF 74.20
P/FCF —
Dividend yield —
Turnover / mcap —
Returns  
ROE 33.6%
ROI 37.5%
ROIC 37.5%
Profit margin 15.8%
Growth  
Revenue growing Yes
Profits growing No
Revenue up 3y Yes
Revenue up 5y Yes
Quality  
Profitable Yes
Margin expanding No
Buying back stock No
Diluting (TTM) No
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News sentiment (TTM) 0
Quality score 17.6%
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Figure FY 2026 FY 2025 FY 2024 FY 2023 FY 2022 FY 2021 FY 2020 FY 2019 FY 2018 FY 2017
Revenue 382.901M 316.408M 249.526M 211.49M 172.864M 141.982M 121.345M 96.369M 81.46M 60.637M
Net profit 60.652M 116.52M 83.37M 67.153M 55.552M 54.103M 43.661M 35.201M 19.617M 16.326M

Figure FY 2026 FY 2025 FY 2024 FY 2023 FY 2022 FY 2021 FY 2020 FY 2019 FY 2018 FY 2017
Share price 17 — — — — — — — — —
P/OCF 70.02 — — — — — — — — —

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Netwealth Group Limited (ticker NWL), listed in Australia.