Netwealth Group Limited

Netwealth Group Limitedverified

NWL.AX

Price:

$30.52

Market Cap:

$7.47B

Netwealth Group Limited, a financial services company, engages in the wealth management business in Australia. It offers financial intermediation services; superannuation products; managed accounts; and managed funds, as well as investor directed portfolio services. The company also provides investment wrap products for self-managed super fund (SMSF) clients; investment options, such as listed and international securities, managed account models, managed funds, term deposits, premium services, and investor rewards; insurance products; forms and disclosure documents; and resources and tools, as well as insurance, advisory, licensee, and private wealth solutions. In addition, it offers a super...[Read more]

Industry

Financial - Capital Markets

IPO Date

2017-11-19

Stock Exchange

ASX

Ticker

NWL.AX

The ROE as of January 2025 (TTM) for Netwealth Group Limited (NWL.AX) is 60.05%

According to Netwealth Group Limited’s latest financial reports and current stock price. The company's current ROE is 60.05%. This represents a change of 105.29% compared to the average of 29.25% of the last 4 quarters.

Netwealth Group Limited (NWL.AX) Historical ROE (quarterly & annually)

How has NWL.AX ROE performed in the past?

The mean historical ROE of Netwealth Group Limited over the last ten years is 43.80%. The current 60.05% ROE has changed 37.10% with respect to the historical average. Over the past ten years (40 quarters), NWL.AX's ROE was at its highest in in the December 2020 quarter at 32.23%. The ROE was at its lowest in in the December 2016 quarter at 0%.

Quarterly (TTM)
Annual

Average

43.80%

Median

53.50%

Minimum

15.77%

Maximum

58.06%

Netwealth Group Limited (NWL.AX) ROE by Quarter and Year

Discovering the peaks and valleys of Netwealth Group Limited ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 73.94%

Maximum Annual ROE = 58.06%

Minimum Annual Increase = -28.56%

Minimum Annual ROE = 15.77%

Quarterly (TTM)
Annual
YearROEChange
202457.69%5.70%
202354.57%2.41%
202253.29%-8.22%
202158.06%1.11%
202057.43%6.91%
201953.71%73.94%
201830.88%-12.70%
201735.37%66.79%
201621.21%34.50%
201515.77%-28.56%

Netwealth Group Limited (NWL.AX) Average ROE

How has NWL.AX ROE performed in the past?

The current ROE of Netwealth Group Limited (NWL.AX) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

55.18%

5-year avg

56.21%

10-year avg

43.80%

Netwealth Group Limited (NWL.AX) ROE vs. Peers

How is NWL.AX’s ROE compared to its peers?

Netwealth Group Limited’s ROE is less than HUB24 Limited (9.21%), less than IDP Education Limited (24.76%), less than Pro Medicus Limited (47.73%), less than Pinnacle Investment Management Group Limited (20.70%), less than WiseTech Global Limited (12.41%),

Build a custom stock screener for Netwealth Group Limited (NWL.AX) and other stocks

One of the best ways to find valuable stocks to invest in is to build a custom made screener in your Excel or Google Sheets spreadsheet. This allows you to compare thousands of companies like Netwealth Group Limited using the financials and key metrics that matter to you in a single view.

The easiest way to set this up is to use the Wisesheets add-on and set your spreadsheet like this:

Custom stock screener in Wisesheets

Covering all these metrics from financial, data, dividend data, key metrics and more you can get all the data you want for over 50+ exchanges worldwide.

Get your free trial here.

Netwealth Group Limited (NWL.AX) and other stocks custom spreadsheet templates

The easiest way to analyze a company like Netwealth Group Limited or any others is to create a spreadsheet model that automatically retrieves all of the stock data you need.

Using Wisesheets you can set up a spreadsheet model like this with simple spreadsheet formulas. If you change the ticker you can get all of the data automatically updated for you.

Custom stock templates in Wisesheets

Whether you need live data, historical price data, financials, dividend data, key metrics, analyst estimates, or anything else...Wisesheets has you covered.

Frequently asked questions❓

What is the ROE?

How can you use the ROE?

What is Netwealth Group Limited's ROE?

How is the ROE calculated for Netwealth Group Limited (NWL.AX)?

What is the highest ROE for Netwealth Group Limited (NWL.AX)?

What is the 3-year average ROE for Netwealth Group Limited (NWL.AX)?

What is the 5-year average ROE for Netwealth Group Limited (NWL.AX)?

How does the current ROE for Netwealth Group Limited (NWL.AX) compare to its historical average?