Selfwealth Ltd
ASX:SWF

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Selfwealth Ltd
ASX:SWF
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Price: 0.2775 AUD Market Closed
Market Cap: 64.1m AUD

Relative Value

The Relative Value of one SWF stock under the Base Case scenario is 0.1863 AUD. Compared to the current market price of 0.2775 AUD, Selfwealth Ltd is Overvalued by 33%.

Relative Value is the estimated value of a stock based on various valuation multiples like P/E and EV/EBIT ratios. It offers a quick snapshot of a stock's valuation in relation to its peers and historical norms.

SWF Relative Value
Base Case
0.1863 AUD
Overvaluation 33%
Relative Value
Price
Worst Case
Base Case
Best Case

Valuation Multiples

vs History
34
vs Industry
55
Median 3Y
1.8
Median 5Y
2.3
Industry
3.2
vs History
9
vs Industry
16
Median 3Y
23.9
Median 5Y
-6.8
Industry
15.5
vs History
19
vs Industry
13
Median 3Y
13.6
Median 5Y
13.6
Industry
10.2
vs History
vs Industry
14
Median 3Y
-11.2
Median 5Y
-10.1
Industry
12.2
vs History
25
vs Industry
11
Median 3Y
3.9
Median 5Y
4.2
Industry
1.3
vs History
25
vs Industry
65
Median 3Y
1.3
Median 5Y
1.8
Industry
5
vs History
41
vs Industry
63
Median 3Y
2.2
Median 5Y
2.7
Industry
7.4
vs History
0
vs Industry
19
Median 3Y
8.8
Median 5Y
-5
Industry
14.1
vs History
0
vs Industry
15
Median 3Y
8.8
Median 5Y
-5
Industry
14.8
vs History
19
vs Industry
17
Median 3Y
8.8
Median 5Y
8.8
Industry
12.4
vs History
vs Industry
26
Median 3Y
-9.2
Median 5Y
-7.7
Industry
13.3
vs History
47
vs Industry
79
Median 3Y
6.8
Median 5Y
0.2
Industry
1

Multiples Across Competitors

SWF Competitors Multiples
Selfwealth Ltd Competitors

All Multiples
P/S
P/E
EV/EBITDA
EV/EBIT
All Countries
Close
Market Cap P/S P/E EV/EBITDA EV/EBIT
AU
Selfwealth Ltd
ASX:SWF
64m AUD 2.3 29.2 31.2 31.2
US
Morgan Stanley
NYSE:MS
282.9B USD 2.4 18.2 37.9 47.1
US
Goldman Sachs Group Inc
NYSE:GS
269.3B USD 2.1 17 49.9 54.9
US
Charles Schwab Corp
NYSE:SCHW
170.2B USD 6.3 21.9 34 38.4
EG
EFG Hermes Holdings SAE
LSE:EFGD
167.9B USD 308.7 2 094.3 9 398.6 0
US
Interactive Brokers Group Inc
NASDAQ:IBKR
106.6B USD 10.5 116.3 28.3 28.7
US
Robinhood Markets Inc
NASDAQ:HOOD
103.6B USD 24.6 47.2 51 53.2
CN
CITIC Securities Co Ltd
SSE:600030
423.1B CNY 5.8 15.6 30.2 30.2
CN
Guotai Junan Securities Co Ltd
SSE:601211
362.3B CNY 6 12.6 43.1 43.1
US
Raymond James Financial Inc
NYSE:RJF
32B USD 2 15.1 28.6 30.6
US
LPL Financial Holdings Inc
NASDAQ:LPLA
29.9B USD 1.9 35.9 13.8 18