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	Nov 13, 2025	Jun 30, 2025	Jun 30, 2024	Jun 30, 2023	Jun 30, 2022	Jun 30, 2021
Market Capitalization	7,265	8,230	5,410	3,375	2,965	4,181
Market Cap Growth	6.31%	52.12%	60.28%	13.85%	-29.09%	96.11%
Enterprise Value	7,106	8,103	5,310	3,291	2,890	4,100
Last Close Price	29.61	33.37	21.76	13.38	11.57	16.10
PE Ratio	62.34	70.63	64.89	50.27	53.37	77.28
Forward PE	53.29	64.30	53.04	41.22	41.96	67.79
PS Ratio	22.39	25.37	21.20	15.72	16.79	28.86
PB Ratio	36.48	41.33	37.44	27.43	28.44	44.87
P/TBV Ratio	41.97	47.54	40.11	28.96	29.06	45.22
P/FCF Ratio	58.01	65.72	60.70	42.99	50.71	112.33
P/OCF Ratio	57.28	64.88	60.13	42.61	49.74	110.59
PEG Ratio	2.86	1.84	2.34	2.04	2.00	3.55
EV/Sales Ratio	21.90	24.98	20.80	15.32	16.36	28.30
EV/EBITDA Ratio	42.55	49.15	41.94	31.86	33.01	52.28
EV/EBIT Ratio	43.35	49.43	42.19	32.13	33.34	52.92
EV/FCF Ratio	56.74	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	1.60%	1.42%	1.54%	1.99%	1.87%	1.29%
FCF Yield	1.72%	1.52%	1.65%	2.33%	1.97%	0.89%
Dividend Yield	1.40%	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	0.92%	0.68%	1.21%	1.68%	0.12%	0.20%

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