Netwealth Group Limited (ASX:NWL)

Netwealth Group Ratios and Metrics

Market cap in millions AUD. Fiscal year is July - June.

Fiscal Year	Current	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Period Ending	Dec 23, 2025	Jun 30, 2025	Jun 30, 2024	Jun 30, 2023	Jun 30, 2022	Jun 30, 2021
Market Capitalization	6,598	8,230	5,410	3,375	2,965	4,181
Market Cap Growth	-6.24%	52.12%	60.28%	13.85%	-29.09%	96.11%
Enterprise Value	6,438	8,103	5,310	3,291	2,890	4,100
Last Close Price	26.89	33.37	21.76	13.38	11.57	16.10
PE Ratio	56.61	70.63	64.89	50.27	53.37	77.28
Forward PE	48.94	64.30	53.04	41.22	41.96	67.79
PS Ratio	20.34	25.37	21.20	15.72	16.79	28.86
PB Ratio	33.13	41.33	37.44	27.43	28.44	44.87
P/TBV Ratio	38.11	47.54	40.11	28.96	29.06	45.22
P/FCF Ratio	52.69	65.72	60.70	42.99	50.71	112.33
P/OCF Ratio	52.02	64.88	60.13	42.61	49.74	110.59
PEG Ratio	2.48	1.84	2.34	2.04	2.00	3.55
EV/Sales Ratio	19.85	24.98	20.80	15.32	16.36	28.30
EV/EBITDA Ratio	38.55	49.15	41.94	31.86	33.01	52.28
EV/EBIT Ratio	39.28	49.43	42.19	32.13	33.34	52.92
EV/FCF Ratio	51.41	64.70	59.57	41.91	49.42	110.15
Debt / Equity Ratio	0.07	0.07	0.10	0.11	0.14	0.18
Debt / EBITDA Ratio	0.08	0.08	0.12	0.13	0.17	0.21
Debt / FCF Ratio	0.11	0.11	0.17	0.17	0.26	0.44
Asset Turnover	1.45	1.45	1.45	1.44	1.32	1.19
Quick Ratio	4.72	4.72	5.02	5.15	6.18	4.79
Current Ratio	4.82	4.82	5.13	5.30	6.47	4.94
Return on Equity (ROE)	67.81%	67.81%	62.32%	59.09%	56.28%	63.95%
Return on Assets (ROA)	45.86%	45.86%	44.77%	42.94%	40.52%	39.85%
Return on Capital (ROIC)	55.07%	55.07%	53.14%	50.01%	47.32%	50.78%
Return on Capital Employed (ROCE)	76.80%	76.80%	79.30%	75.20%	73.10%	70.90%
Earnings Yield	1.77%	1.42%	1.54%	1.99%	1.87%	1.29%
FCF Yield	1.90%	1.52%	1.65%	2.33%	1.97%	0.89%
Dividend Yield	1.56%	1.15%	1.29%	1.79%	1.73%	1.15%
Payout Ratio	66.14%	66.14%	79.01%	76.26%	85.58%	75.10%
Buyback Yield / Dilution	-0.47%	-0.47%	-0.08%	-0.11%	-1.61%	-0.95%
Total Shareholder Return	1.09%	0.68%	1.21%	1.68%	0.12%	0.20%

Updated Jun 30, 2025. Source: S&P Global Market Intelligence. Standard template. Financial Sources.