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	Sep 11, 2025	Jun 30, 2025	Jun 30, 2024	Jun 30, 2023	Jun 30, 2022	Jun 30, 2021
Market Capitalization	7,711	8,230	5,410	3,375	2,965	4,181
Market Cap Growth	52.12%	52.12%	60.28%	13.85%	-29.09%	96.11%
Enterprise Value	7,551	8,103	5,310	3,291	2,890	4,100
Last Close Price	31.47	33.37	21.76	13.38	11.57	16.10
PE Ratio	66.25	70.63	64.89	50.27	53.37	77.28
Forward PE	57.09	64.30	53.04	41.22	41.96	67.79
PS Ratio	23.77	25.37	21.20	15.72	16.79	28.86
PB Ratio	38.72	41.33	37.44	27.43	28.44	44.87
P/TBV Ratio	44.54	47.54	40.11	28.96	29.06	45.22
P/FCF Ratio	61.57	65.72	60.70	42.99	50.71	112.33
P/OCF Ratio	60.79	64.88	60.13	42.61	49.74	110.59
PEG Ratio	3.13	1.84	2.34	2.04	2.00	3.55
EV/Sales Ratio	23.28	24.98	20.80	15.32	16.36	28.30
EV/EBITDA Ratio	45.22	49.15	41.94	31.86	33.01	52.28
EV/EBIT Ratio	46.07	49.43	42.19	32.13	33.34	52.92
EV/FCF Ratio	60.30	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	1.51%	1.42%	1.54%	1.99%	1.87%	1.29%
FCF Yield	1.62%	1.52%	1.65%	2.33%	1.97%	0.89%
Dividend Yield	1.33%	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	0.85%	0.68%	1.21%	1.68%	0.12%	0.20%

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