Netwealth Group Ltd
ASX:NWL
Intrinsic Value
Netwealth Group Ltd. operates as an investment holding company. [ Read More ]
The intrinsic value of one
NWL
stock under the Base Case scenario is
11.47
AUD.
Compared to the current market price of 19.94 AUD,
Netwealth Group Ltd
is
Overvalued by 42%.
Netwealth Group Ltd's market capitalization is 4.9B AUD.
NWL stock price is 19.94 AUD.
NWL stock (11.47 AUD) is 42% less than its price (19.94 AUD).
NWL stock (12.85 AUD) is 36% less than its price (19.94 AUD). Open Relative Valuation
NWL has downside potential of 9% compared to the average analyst price target.
Open Wall St Estimates
NWL's ROE (Return on Equity) has decreased in the last 3 years from 66% to 62%.
NWL's Revenue has grown by 20% over the past 12 months.
NWL's Revenue is forecast to grow at a rate of 19% per year over the next 3 years.
NWL's Revenue has been growing by 19% per year for the last 3 years.
NWL's ROIC (Return on Invested Capital) has significantly decreased in the last 3 years from 306% to 154%.
NWL has positive Net Income for the last twelve months.
NWL has positive Operating Income for the last twelve months.
NWL's ROE (Return on Equity) for the past 12 months is very high and is equal to 62%.
NWL's ROIC (Return on Invested Capital) for the past 12 months is very high and is equal to 154%.
NWL has positive Free Cash Flow for the last twelve months.
NWL's D/E (Debt to Equity) is very low and is equal to 0.11.
NWL's long-term assets (179m AUD) exceed its long-term liabilties (46m AUD).
NWL has very high three-year average ROE (Return on Equity): 60%. The company is very efficient at transforming stockholders' equity into net income.
NWL has very high three-year average ROIC (Return on Invested Capital): 181%. The company is very efficient at using invested capital to generate operating income.
NWL's short-term assets (148m AUD) exceed its short-term liabilties (31m AUD).
NWL has negative Net Debt. This means that the company has more cash and short-term investments (116m AUD) than debt (14m AUD).
NWL's Altman Z-Score is very high and is equal to 52.82.
NWL doesn't generate enough operating income (100m AUD) to safely cover interest payments on its debt (-479k AUD).
Valuation Backtest
Netwealth Group Ltd
Run backtest to discover the historical profit from buying and selling
NWL
stocks based on their intrinsic value.
Analyze the historical link between intrinsic value and market price to make more informed investment decisions.
Fundamental Analysis
Netwealth Group Ltd
Balance Sheet Decomposition
Netwealth Group Ltd
| Current Assets | 147.8m |
| Cash & Short-Term Investments | 116.3m |
| Receivables | 26.6m |
| Other Current Assets | 5m |
| Non-Current Assets | 31.4m |
| Long-Term Investments | 1.5m |
| PP&E | 16.2m |
| Intangibles | 8.2m |
| Other Non-Current Assets | 5.6m |
| Current Liabilities | 30.8m |
| Accounts Payable | 11.3m |
| Other Current Liabilities | 19.5m |
| Non-Current Liabilities | 15.3m |
| Long-Term Debt | 14.1m |
| Other Non-Current Liabilities | 1.3m |
Earnings Waterfall
Netwealth Group Ltd
|
Revenue
|
225m
AUD
|
|
Operating Expenses
|
-124.9m
AUD
|
|
Operating Income
|
100.1m
AUD
|
|
Other Expenses
|
-24.3m
AUD
|
|
Net Income
|
75.8m
AUD
|
Free Cash Flow Analysis
Netwealth Group Ltd
NWL Profitability Score
Profitability Due Diligence
Netwealth Group Ltd's profitability score is 81/100. The higher the profitability score, the more profitable the company is.
Score
Netwealth Group Ltd's profitability score is 81/100. The higher the profitability score, the more profitable the company is.
NWL Solvency Score
Solvency Due Diligence
Netwealth Group Ltd's solvency score is 74/100. The higher the solvency score, the more solvent the company is.
Score
Netwealth Group Ltd's solvency score is 74/100. The higher the solvency score, the more solvent the company is.
Wall St
Price Targets
NWL Price Targets Summary
Netwealth Group Ltd
According to Wall Street analysts, the average 1-year price target for
NWL
is 18.06 AUD
with a low forecast of 11.72 AUD and a high forecast of 22.37 AUD.
Shareholder Return
NWL Price
Netwealth Group Ltd
| Average Annual Return | 19.08% |
| Standard Deviation of Annual Returns | 63.76% |
| Max Drawdown | -45% |
| Market Capitalization | 4.9B AUD |
| Shares Outstanding | 244 026 000 |
| Percentage of Shares Shorted |
N/A
|
Company Profile
Netwealth Group Ltd
Country
Industry
Market Cap
Dividend Yield
Description
Netwealth Group Ltd. operates as an investment holding company. The company is headquartered in South Melbourne, Victoria. The company went IPO on 2017-11-20. The firm is a superannuation fund trustee and an administration business. Its subsidiaries include Netwealth Superannuation Services Pty Ltd, Wealthtech Pty Ltd and Netwealth Holdings Limited. The Company’s financial products include superannuation, including accumulation and retirement income products; investor directed portfolio services for self-managed super and non-super investments; managed accounts; and managed funds. The Company’s digital platform enables financial intermediaries and clients to invest in and manage a range of domestic and international products.
Contact
IPO
Employees
Officers
The intrinsic value of one
NWL
stock under the Base Case scenario is
11.47
AUD.
Compared to the current market price of 19.94 AUD,
Netwealth Group Ltd
is
Overvalued by 42%.
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