More stocks to consider
Alternative stocks to Netwealth Group (ASX:NWL)
These are the alternatives to Netwealth Group that fall within the same industry, Asset Management & Custody, or region, Australia.
How to read the ranks
For every stock, we judge its performance against its peers and rank it on a scale of 1 to 100. The higher the rank, the better the stock performs than its peers. And, we do this for six investment strategies:
Value - shows how good of a value the stock is. Green is "inexpensive"; red is "expensive".
Growth - shows a company's growth potential. Green is "high growth" expected; red is "tough times ahead".
Safety - relates to the amount of debt a company has. Green is low debt level; red is high debt level.
Combined Financial - this isn't an average of the first three ranks but rather a consolidated view across several financial indicators. Green = good; red = tread carefully.
(NEW) Sentiment - quantifies professional analyst ratings and holdings as well as market pulse. Green = positive sentiment; red = skepticism (Only available to Premium Subscribers).
(NEW) 360° View - the ultimate rating with all financial and non-financial indicators.
See Netwealth Group Performance
Netwealth Group stock research in summary
netwealth.com.au
Netwealth Group shares are more expensive than other comparable stocks. They show above average growth and are safely financed, but are poor value. We recommend evaluating whether the future of the company Netwealth Group is really as positive as the high price of the shares suggests. If you come to the conclusion that the future for this company is only average, that could be a reason to sell this share.
Latest Obermatt Ranks
Log in or sign up to see the new 360° View and Sentiment ranks.
| Country |
Australia |
| Industry |
Asset Management & Custody |
| Index |
|
| Size class |
Small |
Large companies - similar industry as Netwealth Group
| Similar Stocks |
 VALUEVVV
|
 GROWTHVV
|
 SAFETYVV
|
 COMBINED
|
|
1. NH Investment & Securities (XL, KR) Investment Banking & Brokerage
|
|
1. NH Investment & Securities (XL, KR) Investment Banking & Brokerage
|
88
|
|
45
|
|
94
|
|
100
|
|
|
2. SBI Holdings (XL, JP) Investment Banking & Brokerage
|
|
2. SBI Holdings (XL, JP) Investment Banking & Brokerage
|
83
|
|
89
|
|
50
|
|
96
|
|
|
3. Tokyo Century (XL, JP) Specialized Finance
|
|
3. Tokyo Century (XL, JP) Specialized Finance
|
96
|
|
79
|
|
46
|
|
96
|
|
|
4. Fuyo General Lease (XL, JP) Specialized Finance
|
|
4. Fuyo General Lease (XL, JP) Specialized Finance
|
92
|
|
73
|
|
60
|
|
96
|
|
|
5. Mirae Asset Daewoo (XL, KR) Diversified Capital Markets
|
|
5. Mirae Asset Daewoo (XL, KR) Diversified Capital Markets
|
63
|
|
85
|
|
73
|
|
96
|
|
|
6. Korea Investment (XL, KR) Investment Banking & Brokerage
|
|
6. Korea Investment (XL, KR) Investment Banking & Brokerage
|
92
|
|
39
|
|
77
|
|
94
|
|
|
7. Mizuho Leasing (XL, JP) Specialized Finance
|
|
7. Mizuho Leasing (XL, JP) Specialized Finance
|
96
|
|
69
|
|
54
|
|
93
|
|
|
8. Meritz Securities (XXL, KR) Investment Banking & Brokerage
|
|
8. Meritz Securities (XXL, KR) Investment Banking & Brokerage
|
47
|
|
57
|
|
79
|
|
89
|
|
|
9. Yuanta Financial (XXL, TW) Other Financial Services
|
|
9. Yuanta Financial (XXL, TW) Other Financial Services
|
60
|
|
93
|
|
38
|
|
87
|
|
|
10. Samsung Card (XL, KR) Consumer Finance
|
|
10. Samsung Card (XL, KR) Consumer Finance
|
89
|
|
49
|
|
50
|
|
73
|
|
March 21, 2024
Why popular stocks have low ratings
It’s easier said than done. When your stock drops, it’s easy to want to sell it and find a better performer. Think twice, or even three times, before trading. Those fees (especially the hidden ones) can eat up your gains.
Large companies - similar region as Netwealth Group
| Similar Stocks |
VALUEVVV
|
GROWTHVV
|
SAFETYVV
|
COMBINED
|
|
1. AGL (XL, AU) Multi-Utilities
|
|
1. AGL (XL, AU) Multi-Utilities
|
91
|
|
63
|
|
81
|
|
94
|
|
|
2. Metcash (XL, AU) Food Distributors
|
|
2. Metcash (XL, AU) Food Distributors
|
94
|
|
65
|
|
46
|
|
92
|
|
|
3. Whitehaven Coal (XL, AU) Coal & Consumable Fuels
|
|
3. Whitehaven Coal (XL, AU) Coal & Consumable Fuels
|
85
|
|
33
|
|
96
|
|
87
|
|
|
4. Downer EDI (XL, AU) Diversified Support Services
|
|
4. Downer EDI (XL, AU) Diversified Support Services
|
95
|
|
93
|
|
11
|
|
84
|
|
|
5. Suncorp (XL, AU) Property & Casualty Insurance
|
|
5. Suncorp (XL, AU) Property & Casualty Insurance
|
39
|
|
76
|
|
36
|
|
82
|
|
|
6. Bluescope Steel (XXL, AU) Steel
|
|
6. Bluescope Steel (XXL, AU) Steel
|
74
|
|
41
|
|
87
|
|
77
|
|
|
7. IAG (XL, AU) Property & Casualty Insurance
|
|
7. IAG (XL, AU) Property & Casualty Insurance
|
51
|
|
97
|
|
90
|
|
76
|
|
|
8. GrainCorp (XL, AU) Food Distributors
|
|
8. GrainCorp (XL, AU) Food Distributors
|
61
|
|
35
|
|
90
|
|
75
|
|
|
9. LendLease (XL, AU) Real Estate: Diversified Operations
|
|
9. LendLease (XL, AU) Real Estate: Diversified Operations
|
82
|
|
67
|
|
10
|
|
67
|
|
|
10. Medibank Private (XL, AU) Life & Health Insurance
|
|
10. Medibank Private (XL, AU) Life & Health Insurance
|
45
|
|
39
|
|
54
|
|
66
|
|
March 21, 2024
Find more stock ideas
Use your own criteria to filter for stocks or sign up for the latest Top 10 Stock tips.
Log in or Sign up
Mid sized companies - similar industry as Netwealth Group
| Similar Stocks |
VALUEVVV
|
GROWTHVV
|
SAFETYVV
|
COMBINED
|
|
1. Perpetual (M, AU) Asset Management & Custody
|
|
1. Perpetual (M, AU) Asset Management & Custody
|
73
|
|
33
|
|
82
|
|
80
|
|
|
2. Insignia Financial (L, AU) Asset Management & Custody
|
|
2. Insignia Financial (L, AU) Asset Management & Custody
|
100
|
|
15
|
|
54
|
|
67
|
|
|
3. Humm (M, AU) Consumer Finance
|
|
3. Humm (M, AU) Consumer Finance
|
98
|
|
67
|
|
4
|
|
64
|
|
|
4. Magellan Financial Group (M, AU) Asset Management & Custody
|
|
4. Magellan Financial Group (M, AU) Asset Management & Custody
|
51
|
|
7
|
|
90
|
|
54
|
|
|
5. ASX (M, AU) Financial Exchanges & Data
|
|
5. ASX (M, AU) Financial Exchanges & Data
|
18
|
|
29
|
|
94
|
|
45
|
|
|
6. Challenger (L, AU) Other Financial Services
|
|
6. Challenger (L, AU) Other Financial Services
|
39
|
|
25
|
|
81
|
|
42
|
|
|
7. Pendal Group (M, AU) Asset Management & Custody
|
|
7. Pendal Group (M, AU) Asset Management & Custody
|
47
|
|
17
|
|
70
|
|
32
|
|
|
8. Eclipx Group (M, AU) Consumer Finance
|
|
8. Eclipx Group (M, AU) Consumer Finance
|
36
|
|
71
|
|
10
|
|
19
|
|
|
9. Zip Co (M, AU) Consumer Finance
|
|
9. Zip Co (M, AU) Consumer Finance
|
10
|
|
100
|
|
1
|
|
17
|
|
|
10. AMP (L, AU) Other Financial Services
|
|
10. AMP (L, AU) Other Financial Services
|
65
|
|
5
|
|
12
|
|
4
|
|
March 21, 2024
Mid sized companies - similar region as Netwealth Group
| Similar Stocks |
VALUEVVV
|
GROWTHVV
|
SAFETYVV
|
COMBINED
|
|
1. Ramelius Resources (M, AU) Gold Production
|
|
1. Ramelius Resources (M, AU) Gold Production
|
64
|
|
99
|
|
89
|
|
100
|
|
|
2. Champion Iron (L, AU) Steel
|
|
2. Champion Iron (L, AU) Steel
|
72
|
|
91
|
|
65
|
|
98
|
|
|
3. Coronado Global Resources (L, AU) Steel
|
|
3. Coronado Global Resources (L, AU) Steel
|
92
|
|
27
|
|
54
|
|
96
|
|
|
4. Beach (L, AU) Oil & Gas Production
|
|
4. Beach (L, AU) Oil & Gas Production
|
84
|
|
65
|
|
81
|
|
96
|
|
|
5. Westgold Resources (M, AU) Gold Production
|
|
5. Westgold Resources (M, AU) Gold Production
|
57
|
|
97
|
|
65
|
|
91
|
|
|
6. Austal (L, AU) Aerospace & Defense
|
|
6. Austal (L, AU) Aerospace & Defense
|
51
|
|
99
|
|
49
|
|
89
|
|
|
7. Perenti (L, AU) Diversified Metals & Mining
|
|
7. Perenti (L, AU) Diversified Metals & Mining
|
100
|
|
57
|
|
46
|
|
86
|
|
|
8. Collins Foods (L, AU) Restaurants
|
|
8. Collins Foods (L, AU) Restaurants
|
85
|
|
87
|
|
17
|
|
83
|
|
|
9. Perpetual (M, AU) Asset Management & Custody
|
|
9. Perpetual (M, AU) Asset Management & Custody
|
73
|
|
33
|
|
82
|
|
80
|
|
|
10. Steadfast Group (M, AU) Insurance Brokers
|
|
10. Steadfast Group (M, AU) Insurance Brokers
|
8
|
|
94
|
|
65
|
|
77
|
|
March 21, 2024
Obermatt Portfolio Performance
We’re so convinced about our research, that we buy our stock tips.
See the performance of the Obermatt portfolio.
360° Viewnew
Sentiment Ranknew 
