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 3, 2025	Jun 30, 2025	Jun 30, 2024	Jun 30, 2023	Jun 30, 2022	Jun 30, 2021
Market Capitalization	6,721	8,230	5,410	3,375	2,965	4,181
Market Cap Growth	-7.00%	52.12%	60.28%	13.85%	-29.09%	96.11%
Enterprise Value	6,561	8,103	5,310	3,291	2,890	4,100
Last Close Price	27.39	33.37	21.76	13.38	11.57	16.10
PE Ratio	57.66	70.63	64.89	50.27	53.37	77.28
Forward PE	49.33	64.30	53.04	41.22	41.96	67.79
PS Ratio	20.72	25.37	21.20	15.72	16.79	28.86
PB Ratio	33.75	41.33	37.44	27.43	28.44	44.87
P/TBV Ratio	38.82	47.54	40.11	28.96	29.06	45.22
P/FCF Ratio	53.67	65.72	60.70	42.99	50.71	112.33
P/OCF Ratio	52.98	64.88	60.13	42.61	49.74	110.59
PEG Ratio	2.65	1.84	2.34	2.04	2.00	3.55
EV/Sales Ratio	20.22	24.98	20.80	15.32	16.36	28.30
EV/EBITDA Ratio	39.29	49.15	41.94	31.86	33.01	52.28
EV/EBIT Ratio	40.03	49.43	42.19	32.13	33.34	52.92
EV/FCF Ratio	52.39	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	1.73%	1.42%	1.54%	1.99%	1.87%	1.29%
FCF Yield	1.86%	1.52%	1.65%	2.33%	1.97%	0.89%
Dividend Yield	1.54%	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	1.07%	0.68%	1.21%	1.68%	0.12%	0.20%

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