SelfWealth Limited

SelfWealth Limitedverified

SWF.AX

Price:

$0.277

Market Cap:

$63.96M

SelfWealth Limited provides online share trading services in Australia, the United States, and Hong Kong. It also supports retail investor community. The company was incorporated in 2011 and is based in Surrey Hills, Australia.

Industry

Financial - Capital Markets

IPO Date

2017-11-22

Stock Exchange

ASX

Ticker

SWF.AX

The ROE as of November 2025 (TTM) for SelfWealth Limited (SWF.AX) is 15.73%

According to SelfWealth Limited’s latest financial reports and current stock price. The company's current ROE is 15.73%. This represents a change of 117.56% compared to the average of 7.23% of the last 4 quarters.

SelfWealth Limited (SWF.AX) Historical ROE (quarterly & annually)

How has SWF.AX ROE performed in the past?

The mean historical ROE of SelfWealth Limited over the last ten years is -78.37%. The current 15.73% ROE has changed -120.07% with respect to the historical average. Over the past ten years (40 quarters), SWF.AX's ROE was at its highest in in the December 2023 quarter at 13.17%. The ROE was at its lowest in in the June 2017 quarter at -158.29%.

Quarterly (TTM)
Annual

Average

-78.37%

Median

-68.01%

Minimum

-172.50%

Maximum

24.75%

SelfWealth Limited (SWF.AX) ROE by Quarter and Year

Discovering the peaks and valleys of SelfWealth 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 = 2.87%

Maximum Annual ROE = 24.75%

Minimum Annual Increase = -101.46%

Minimum Annual ROE = -172.50%

Quarterly (TTM)
Annual
YearROEChange
202424.75%2.87%
20230.83%-101.46%
2022-56.88%402.46%
2021-11.32%-85.70%
2020-79.14%-42.27%
2019-137.08%-12.60%
2018-156.85%300.98%
2017-39.12%-74.98%
2016-156.37%-9.35%

SelfWealth Limited (SWF.AX) Average ROE

How has SWF.AX ROE performed in the past?

The current ROE of SelfWealth Limited (SWF.AX) is greater than its 3-year, greater than its 5-year, and greater than its 10-year historical averages

3-year avg

-10.43%

5-year avg

-24.35%

10-year avg

-78.37%

SelfWealth Limited (SWF.AX) ROE vs. Peers

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

SelfWealth Limited’s ROE is greater than Prospa Group Limited (-39.15%), less than Advanced Share Registry Limited (20.15%), less than Sezzle Inc. (103.26%), less than Pier 12 Capital Limited (17.56%), less than BIR Financial Limited (57.87%), less than Diverger Limited (7.40%), less than Fatfish Group Limited (22.83%), greater than E&P Financial Group Limited (-22.01%), less than London City Equities Limited (2.08%), greater than Yellow Brick Road Holdings Limited (-8.96%),

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