NWL.AX
Price:
$25.25
Market Cap:
$6.19B
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
According to Netwealth Group Limited’s latest financial reports and current stock price. The company's current ROE is 61.65%. This represents a change of 102.47% compared to the average of 30.45% of the last 4 quarters.
The mean historical ROE of Netwealth Group Limited over the last ten years is 48.07%. The current 61.65% ROE has changed 28.25% 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 2013 quarter at 0%.
Average
48.07%
Median
54.14%
Minimum
21.21%
Maximum
58.51%
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 = 58.51%
Minimum Annual Increase = -12.70%
Minimum Annual ROE = 21.21%
| Year | ROE | Change |
|---|---|---|
| 2025 | 58.51% | 1.43% |
| 2024 | 57.69% | 5.70% |
| 2023 | 54.57% | 2.41% |
| 2022 | 53.29% | -8.22% |
| 2021 | 58.06% | 1.11% |
| 2020 | 57.43% | 6.91% |
| 2019 | 53.71% | 73.94% |
| 2018 | 30.88% | -12.70% |
| 2017 | 35.37% | 66.79% |
| 2016 | 21.21% | 34.50% |
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
56.92%
5-year avg
56.43%
10-year avg
48.07%
Netwealth Group Limited’s ROE is greater than Bendigo and Adelaide Bank Limited (-1.41%), less than Argo Investments Limited (3.88%), less than Challenger Limited (4.99%), less than HUB24 Limited (15.02%), less than Zip Co Limited (11.25%), less than Australian Foundation Investment Company Limited (3.28%), less than Steadfast Group Limited (14.30%), less than Bank of Queensland Limited (2.22%), less than AMP Limited (4.90%), less than Praemium Limited (12.33%),
| Company | ROE | Market cap |
|---|---|---|
| -1.41% | $5.80B | |
| 3.88% | $6.92B | |
| 4.99% | $6.56B | |
| 15.02% | $7.76B | |
| 11.25% | $4.01B | |
| 3.28% | $8.87B | |
| 14.30% | $5.79B | |
| 2.22% | $4.31B | |
| 4.90% | $4.66B | |
| 12.33% | $382.74M |
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:
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.
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.
Whether you need live data, historical price data, financials, dividend data, key metrics, analyst estimates, or anything else...Wisesheets has you covered.
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?