- AU$63.45m
- AU$54.11m
- AU$27.56m
- 64
- 53
- 92
- 77
Growth & Value
| 12m Forecast Rolling | Industry | Market | |
|---|---|---|---|
| PE Ratio (f) | n/a | ||
| PEG Ratio (f) | n/a | ||
| EPS Growth (f) | n/a | ||
| Dividend Yield (f) | n/a | ||
| Valuation (ttm) | Industry | Market | |
|---|---|---|---|
| Price to Book Value | 4.52 | ||
| Price to Tang. Book | 7.33 | ||
| Price to Free Cashflow | n/a | ||
| Price to Sales | 2.25 | ||
| EV to EBITDA | 21.47 | ||
Shareholder Activity
| Type | Buy / Hold / Sell |
|---|---|
| Institutions | |
| Directors | |
| Community |
Guru Screens
Quality
| Name | Industry | Market | |
|---|---|---|---|
| Return on Capital | 11.99% | ||
| Return on Equity | 16.56% | ||
| Operating Margin | 6.17% | ||
Financial Summary
| Year End 30th Jun | Unit | 2020 | 2021 | 2022 | 2023 | 2024 | 2025E | 2026E | CAGR / Avg |
|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | AU$m | 8.04 | 18.34 | 20.26 | 29.36 | 27.56 | n/a | n/a | 53.06% |
| Operating Profit | m | ||||||||
| Net Profit | m | ||||||||
| EPS Reported | |||||||||
| Diluted Normalised EPS | |||||||||
| EPS Growth | % | n/a | n/a | n/a | n/a | +81.32 | n/a | n/a | n/a |
| PE Ratio | x | ||||||||
| PEG | |||||||||
| Profitability | |||||||||
| Operating Margin | % | ||||||||
| ROA | % | ||||||||
| ROCE | % | ||||||||
| ROE | % | ||||||||
| Cashflow | |||||||||
| Op. Cashflow ps | |||||||||
| Capex ps | |||||||||
| Free Cashflow ps | |||||||||
| Dividends | |||||||||
| Dividend ps | |||||||||
| Dividend Growth | % | ||||||||
| Dividend Yield | % | ||||||||
| Dividend Cover | x | ||||||||
| Balance Sheet | |||||||||
| Cash etc | m | ||||||||
| Working Capital | m | ||||||||
| NFA | m | ||||||||
| Net Debt | m | ||||||||
| Book Value | m | ||||||||
| Diluted Weighted Average Shares | m | ||||||||
| Book Value ps | |||||||||
Other Ratios
| Leverage (ttm) | Total | - Intang | + Pension |
|---|---|---|---|
| Gross Gearing | |||
| Net Gearing | |||
| Cash / Assets |
| Liquidity (ttm) | |
|---|---|
| Curr. Ratio | |
| Quick Ratio | |
| Interest Cov. | |
| Efficiency (ttm) | |
|---|---|
| Asset Turnover | |
| Recs Turnover | |
| Stock Turnover | |
Recent History
| Latest interim period vs. prior period | Industry | Market | |
|---|---|---|---|
| Sales Growth | |||
| EPS Growth | |||
| 3yr Compound Annual Growth Rate | Industry | Market | |
|---|---|---|---|
| Sales CAGR | |||
| EPS CAGR | |||
| DPS CAGR | |||
Profile Summary
Selfwealth Limited is an Australia-based company, which is engaged in providing flat fee brokerage services in Australia. Its principal activities consist of online, low-cost share trading services. It offers a brand-new solution to an age-old investment problem-how to empower investors to make informed decisions without paying exorbitant brokerage fees. It offers a brokerage structure via the Selfwealth adviser platform. Its flat-fee model is the solution for its clients who want to save on brokerage costs. With its comprehensive platform, clients can easily explore new investment opportunities and seize exciting prospects in global markets. It supports a variety of accounts: companies, trusts, self-managed super fund, minor, joint, and individual accounts. It helps investors to invest in various markets, such as Australian Market, United States Market and Hong Kong Market. Its market analysis, stock screener tool and various stocks help investors to find investment opportunities.
Directors
- Robert Edgley CHM
- Cath Whitaker CEO
- Mandy Drake CFO
- Andrew Dick CTO
- Penny Smith GMG
- John Anthony O'Shaughnessy NED
- Tam Vu NED
- Last Annual
- June 30th, 2024
- Last Interim
- December 31st, 2024
- Incorporated
- November 17th, 2011
- Public Since
- November 23rd, 2017
- Sector
- Investment Banking & Investment Services
- Industry
- Financials
- Exchange
Australian Stock Exchange - SEATS- Shares in Issue
- 230,731,709
- Address
- Level 7, 130 Lonsdale Street, MELBOURNE, 3000
- Web
- https://www.selfwealth.com.au/
- Phone
- +61 386586080
- Auditors
- Ernst & Young
Upcoming Events for SWF
Full Year 2025 Selfwealth Ltd Earnings Release
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FAQ
What is the Selfwealth share price?
As of Today at 23:08 UTC, shares in Selfwealth are trading at AU$0.28. This share price information is delayed by 15 minutes.
How has the Selfwealth share price performed this year?
Shares in Selfwealth last closed at AU$0.28 and the price had moved by +96.43% over the past 365 days. In terms of relative price strength the Selfwealth share price has outperformed the ASX All Ordinaries Index by +93.49% over the past year.
What are the analyst and broker recommendations for Selfwealth?
There is no consensus recommendation for this security.
Find out moreWhat is the Selfwealth dividend yield?
Selfwealth does not currently pay a dividend.
Does Selfwealth pay a dividend?
Selfwealth does not currently pay a dividend.
When does Selfwealth next pay dividends?
Selfwealth does not currently pay a dividend.
How do I buy Selfwealth shares?
To buy shares in Selfwealth you'll need a share-dealing account with an online or offline stock broker. Once you have opened your account and transferred funds into it, you'll be able to search and select shares to buy and sell. You can use Stockopedia’s share research software to help you find the the kinds of shares that suit your investment strategy and objectives.
What is the market cap of Selfwealth?
As of the previous close price of AU$0.28, shares in Selfwealth had a market capitalisation of AU$63.45m.
Where are Selfwealth shares listed?
Here are the trading details for Selfwealth:
- Country of listing: Australia
- Exchange: ASX
- Ticker Symbol: SWF
What kind of share is Selfwealth?
Based on an overall assessment of its quality, value and momentum Selfwealth is currently classified as a Neutral. The classification is based on a composite score that examines a wide range of fundamental and technical measures. Stock are classified on the the following spectrum: Super Stocks, High Flyers, Contrarians, Turnarounds, Neutral, Value Traps, Momentum Traps, Falling Stars, and Sucker Stocks. For more information, learn about our StockRank Styles.
Is there a Selfwealth share price forecast for 2025?
We could not find analyst target price data for this security.
Find out moreWhat is the trend in the Selfwealth share price?
An important predictor of whether a stock price will go up is its track record of momentum. Price trends tend to persist, so it's worth looking at them when it comes to a share like Selfwealth. Over the past six months, its share price has outperformed the ASX All Ordinaries Index by +142.15%.
As of the last closing price of AU$0.28, shares in Selfwealth were trading +39.28% higher than their 200 day moving average. You can read more about the power of momentum in assessing share price movements on Stockopedia.
What is the Selfwealth PE Ratio?
The Selfwealth PE ratio based on its reported earnings over the past 12 months is null. The shares last closed at AU$0.28.
The PE ratio (or price-to-earnings ratio) is the one of the most popular valuation measures used by stock market investors. It is calculated by dividing a company's price per share by its earnings per share.
The PE ratio can be seen as being expressed in years, in the sense that it shows the number of years of earnings which would be required to pay back the purchase price, ignoring inflation. So in general terms, the higher the PE, the more expensive the stock is.
Who are the key directors of Selfwealth?
Selfwealth's management team is headed by:
- Robert Edgley - CHM
- Cath Whitaker - CEO
- Mandy Drake - CFO
- Andrew Dick - CTO
- Penny Smith - GMG
- John Anthony O'Shaughnessy - NED
- Tam Vu - NED