The Australian Wealth Advisors Group Limited

The Australian Wealth Advisors Group Limitedverified

WAG.AX

Price:

$0.585

Market Cap:

$43.50M

The Australian Wealth Advisors Group Limited, together with its subsidiaries, provides wealth management advisory and funds management businesses in Australia. The company provides license and wealth advisory support, investment management, and merger and acquisition services. The Australian Wealth Advisors Group Limited was founded in 2021 and is based in Melbourne, Australia.

Industry

Asset Management

IPO Date

Stock Exchange

ASX

Ticker

WAG.AX

The ROE as of December 2025 (TTM) for The Australian Wealth Advisors Group Limited (WAG.AX) is 7.59%

According to The Australian Wealth Advisors Group Limited’s latest financial reports and current stock price. The company's current ROE is 7.59%. This represents a change of 299.21% compared to the average of 1.90% of the last 4 quarters.

The Australian Wealth Advisors Group Limited (WAG.AX) Historical ROE (quarterly & annually)

How has WAG.AX ROE performed in the past?

The mean historical ROE of The Australian Wealth Advisors Group Limited over the last ten years is 3.51%. The current 7.59% ROE has changed 115.85% with respect to the historical average. Over the past ten years (40 quarters), WAG.AX's ROE was at its highest in in the September 2024 quarter at 2.29%. The ROE was at its lowest in in the June 2024 quarter at -0.75%.

Quarterly (TTM)
Annual

Average

3.51%

Median

4.39%

Minimum

-2.23%

Maximum

7.51%

The Australian Wealth Advisors Group Limited (WAG.AX) ROE by Quarter and Year

Discovering the peaks and valleys of The Australian Wealth Advisors 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 = 0%

Maximum Annual ROE = 7.51%

Minimum Annual Increase = -437.27%

Minimum Annual ROE = -2.23%

Quarterly (TTM)
Annual
YearROEChange
20257.51%-437.27%
2024-2.23%-164.54%
20233.45%-35.13%

The Australian Wealth Advisors Group Limited (WAG.AX) Average ROE

How has WAG.AX ROE performed in the past?

The current ROE of The Australian Wealth Advisors Group Limited (WAG.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

2.91%

5-year avg

3.51%

10-year avg

3.51%

The Australian Wealth Advisors Group Limited (WAG.AX) ROE vs. Peers

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

The Australian Wealth Advisors Group Limited’s ROE is greater than BlackWall Limited (-23.46%), less than Katana Capital Limited (6.42%), greater than Touch Ventures Limited (-6.27%), less than Ironbark Capital Limited (5.10%), less than NGE Capital Limited (9.84%), less than Teaminvest Private Group Limited (2.37%), less than Clime Investment Management Limited (2.44%), less than WT Financial Group Limited (10.89%), less than NAOS Emerging Opportunities Company Limited (0.72%), less than NAOS Ex-50 Opportunities Company Limited (24.18%),

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