About Netwealth Group Limited (NWL)
Netwealth Group Limited is a Software - Application company operating in the Technology sector. NWL has been publicly traded since 2018, giving it 8+ years of trading history.
Netwealth Group Limited (NWL) has been publicly traded since 2018, making it a 8-year-old public company. It operates in the Software - Application industry within the Technology sector. With a market capitalization of A$5.3 billion, NWL is a mid-sized company with growth potential.
NWL trades on the Australian Securities Exchange and is classified as a mid-cap-cap stock with a market capitalization of approximately A$5.3 billion.
Key Statistics
- Current Price
- A$21.50
- Market Cap
- A$5.28B
- 52-Week High
- A$38.30
- 52-Week Low
- A$19.96
- Sector
- Technology
- Industry
- Software - Application
NWL Investment Performance
NWL has declined 15.5% year-to-date in 2026. Over the past 5 years, a A$1,000 investment in NWL would have grown to A$1,714, representing a 71.4% total return. Since its IPO in 2018, a A$1,000 investment would now be worth A$4,547.
A$1,000 Invested in Netwealth Group Limited (NWL)
How much would A$1,000 invested in NWL be worth today?
What would A$1,000 invested in NWL 1 year ago be worth today?
A A$1,000 investment in Netwealth Group Limited (NWL) in 2025 would be worth A$855 as of March 2026, representing a -14.5% total return.
What would A$1,000 invested in NWL 3 years ago be worth today?
A A$1,000 investment in Netwealth Group Limited (NWL) in 2023 would be worth A$1,660 as of March 2026, representing a +66.0% total return.
What would A$1,000 invested in NWL 5 years ago be worth today?
A A$1,000 investment in Netwealth Group Limited (NWL) in 2021 would be worth A$1,714 as of March 2026, representing a +71.4% total return.
What would A$1,000 invested in NWL at IPO be worth today?
A A$1,000 investment in Netwealth Group Limited (NWL) at IPO would be worth A$4,547 as of March 2026, representing a +354.7% total return.
Monthly Returns Heatmap
Over the past 8+ years (100 months), Netwealth Group Limited (NWL) has averaged a monthly return of +2.11% with a median return of +2.44%. The stock had 56 positive months (56%) and 43 negative months (43%). The best month in NWL's history was December 2017 with a +36.6% return, while the worst was February 2021 at -18.5%. Historically, July tends to be the strongest month (averaging +6.8%), and March the weakest (-2.2%).
NWL's longest winning streak was 7 consecutive months of gains, while its longest losing streak was 3 consecutive months of losses. The best full year was 2020 with a cumulative return of +82.5%, and the worst was 2022 at -31.6%.
Annual Returns
Over 9 years of trading history, Netwealth Group Limited (NWL) has delivered an average annual return of +21.36% with a median return of +5.32%. The compound annual growth rate (CAGR) is +14.29%. The stock posted gains in 6 years (67%) and losses in 3 years (33%).
NWL's best year was 2020 with a +106.94% gain, while the worst was 2022 at -30.56%. The longest streak of consecutive positive years was 4, and the longest losing streak was 2 years. NWL achieved double-digit gains (10%+) in 4 years. It suffered double-digit losses in 2 years.
| Year | Return | Start | End |
|---|---|---|---|
| 2026 | -15.52% | A$25.45 | A$21.50 |
| 2025 | -9.60% | A$28.15 | A$25.45 |
| 2024 | +89.20% | A$14.88 | A$28.15 |
| 2023 | +29.37% | A$11.50 | A$14.88 |
| 2022 | -30.56% | A$16.56 | A$11.50 |
| 2021 | +12.31% | A$14.75 | A$16.56 |
| 2020 | +106.94% | A$7.13 | A$14.75 |
| 2019 | +5.32% | A$6.77 | A$7.13 |
| 2018 | +4.79% | A$6.46 | A$6.77 |
NWL Investment Analysis: Valuation, Risk & Dividends
Key factors to consider when evaluating Netwealth Group Limited as an investment
Valuation
NWL currently trades at a trailing P/E ratio of 93.5, which is considered high relative to the broader market. The forward P/E of 34.4 suggests analysts expect earnings to be lower in the coming year.
Dividends
Netwealth Group Limited pays a dividend to shareholders with a current yield of 1.95%.
Risk & Volatility
The stock's 52-week range is A$19.96 to A$38.30, and it currently trades near its 52-week low.
Frequently Asked Questions: NWL
What sector is NWL in? ▼
NWL operates in the Technology sector, specifically in the Software - Application industry. This sector includes companies involved in software, hardware, semiconductors, and IT services.
How has NWL performed historically? ▼
Over 9 years of trading history, NWL has posted gains in 6 years (67% of the time). The best year was 2020 with a +106.9% return. Past performance does not guarantee future results.
How can I invest in NWL? ▼
You can invest in NWL through any brokerage account that offers access to the Australian Securities Exchange. Popular options include commission-free brokers like Fidelity, Charles Schwab, or Robinhood (US), or international brokers like Interactive Brokers. You can buy individual shares or invest through ETFs that hold NWL.
Does NWL pay dividends? ▼
Netwealth Group Limited pays a dividend to shareholders with a current yield of 1.95%.
What does Netwealth Group Limited do? ▼
Netwealth Group Limited is a Software - Application company operating in the Technology sector.
What sector is NWL in? ▼
NWL operates in the Technology sector, specifically in the Software - Application industry.
When did NWL go public? ▼
Netwealth Group Limited went public in 2018, making it a 8-year-old public company as of 2026.
How much would A$1,000 invested in NWL 5 years ago be worth today? ▼
A A$1,000 investment in NWL five years ago would be worth approximately A$1,714 today, representing a 71.4% return.
What is NWL's 3-year return? ▼
Over the past 3 years, NWL has returned 66.0%. A A$1,000 investment would have grown to A$1,660.
How much would A$1,000 invested in NWL at IPO be worth today? ▼
If you invested A$1,000 in NWL at its IPO in 2018, it would be worth approximately A$4,547 today, a 354.7% return over 8 years.
Does NWL pay dividends? ▼
Yes, Netwealth Group Limited pays a dividend with a current yield of 1.95%.
What is NWL's market cap? ▼
Netwealth Group Limited has a market capitalization of A$5.3 billion, classifying it as a mid-cap company.
What is NWL's P/E ratio? ▼
NWL has a trailing P/E ratio of 93.5 and a forward P/E of 34.4, which measures how much investors are paying per dollar of earnings.
Last updated: 3/15/2026