NWL.AX
NWL.AX
AU000000NWL7
NETWEALTH FPO [NWL]
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Company Profile

Netwealth Group Limited, a financial services company, engages in the wealth management business in Australia. The company operates a platform that offers superannuation, including accumulation and retirement income products; investor directed portfolio services for self-managed superannuation and non-superannuation investments; managed accounts and funds, self-managed superannuation funds administration; and non-custodial administration and reporting services. It also provides investment wrap products; investment options, such as listed and international securities, managed account models, managed funds, specialist funds and models, term deposits, premium services, and investor rewards; investment research, including securities research, managed funds research, and business and economic news; account options comprising super accelerator plus, and self-managed super fund (SMSF) and wealth accelerator plus; insurance products; forms and disclosure documents; and resources and tools, as well as advisory, licensee, and private wealth solutions. In addition, the company offers advanced portfolio management; global specialist series (GSS) funds and models; investment accounts; super accelerator core; and mobile apps. Further, it provides superannuation master fund; and performance, investment research, and mobile access tools. The company provides its financial services to investors and non-institutional intermediaries, including financial advisers, private clients, and high net worth firms. Netwealth Group Limited was founded in 1999 and is headquartered in Melbourne, Australia.

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Key Metrics & Overview

Detailed metrics & financial data of the company

Company Profile
5 Metrics

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

7/7 Very High
5Y Volatility
38.1% p.a.
Max Drawdown (5Y)
-55.8%
Sharpe Ratio (5Y)
0.06
Beta Factor
1.14
Size Class
Mid Cap
Notes & Warnings
Single Stock Risk: Investing in an individual stock carries full company and insolvency risk (no fund diversification).
Exemplary balance sheet strength: Very solid ratio of equity to debt.
🔴 High valuation risk: Avg P/E of 69.4 (Elevated multiple compression risk)
Structurally High Volatility: Above-average fluctuations persist across 5 to 10 years (38.1% p.a.).
Historical Stress Test: Maximum peak-to-trough drawdown of -55.8% in the extended horizon.
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