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	Aug 21, 2025	Jun 30, 2025	Jun 30, 2024	Jun 30, 2023	Jun 30, 2022	Jun 30, 2021
Market Capitalization	8,875	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	8,715	8,103	5,310	3,291	2,890	4,100
Last Close Price	36.22	33.59	21.91	13.46	11.64	16.21
PE Ratio	76.25	70.63	64.89	50.27	53.37	77.28
Forward PE	65.71	64.30	53.04	41.22	41.96	67.79
PS Ratio	27.35	25.37	21.20	15.72	16.79	28.86
PB Ratio	44.57	41.33	37.44	27.43	28.44	44.87
P/TBV Ratio	51.27	47.54	40.11	28.96	29.06	45.22
P/FCF Ratio	70.87	65.72	60.70	42.99	50.71	112.33
P/OCF Ratio	69.96	64.88	60.13	42.61	49.74	110.59
PEG Ratio	2.87	1.84	2.34	2.04	2.00	3.55
EV/Sales Ratio	26.86	24.98	20.80	15.32	16.36	28.30
EV/EBITDA Ratio	52.19	47.75	41.94	31.86	33.01	52.28
EV/EBIT Ratio	53.17	49.43	42.19	32.13	33.34	52.92
EV/FCF Ratio	69.59	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	4.58	4.58	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	1.31%	1.42%	1.54%	1.99%	1.87%	1.29%
FCF Yield	1.41%	1.52%	1.65%	2.33%	1.97%	0.89%
Dividend Yield	1.16%	-	1.28%	1.78%	1.72%	1.15%
Payout Ratio	81.05%	66.14%	79.01%	76.26%	85.58%	75.10%
Buyback Yield / Dilution	-0.34%	-0.42%	-0.08%	-0.11%	-1.61%	-0.95%
Total Shareholder Return	0.64%	-0.42%	1.20%	1.67%	0.11%	0.19%

Updated Feb 19, 2025. Source: S&P Global Market Intelligence. Standard template. Financial Sources.