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Sequoia Financial Group Ltd.
(Sydney:SEQ)
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Rating:61Neutral
Price Target:
AU$0.13
▼(-52.86% Downside)
Action:Reiterated
Date:07/29/26
The score is driven mainly by mixed financial performance (sharp drop in profitability and weakening cash flow offset by low leverage) and weak longer-term technical positioning (below 100/200-day averages). Valuation is helped by a very high dividend yield, but a negative P/E tempers the benefit.
Positive Factors
Low leverage / strong balance sheet
A very low debt-to-equity ratio (0.0946) provides durable financial flexibility, reducing solvency risk and interest burden. This conservative leverage supports the firm's ability to invest in adviser platforms, weather cyclical volatility, and maintain operations without relying on costly external financing.
Negative Factors
Sharp fall in net profitability
A dramatic fall in net margin signals structural pressure on profitability, reducing retained earnings available for reinvestment or dividends. If persistent, this erosion undermines competitive reinvestment, weakens resilience to shocks, and may force strategic cost cuts that impair growth initiatives.
Read all positive and negative factors
Positive Factors
Negative Factors
Low leverage / strong balance sheet
A very low debt-to-equity ratio (0.0946) provides durable financial flexibility, reducing solvency risk and interest burden. This conservative leverage supports the firm's ability to invest in adviser platforms, weather cyclical volatility, and maintain operations without relying on costly external financing.
Read all positive factors
Sequoia Financial Group Ltd. (SEQ) vs. iShares MSCI Australia ETF (EWA)
Market Cap
AU$14.71M
Dividend Yield25%
Average Volume (3M)217.13K
Price to Earnings (P/E)―
Beta (1Y)1.14
Revenue GrowthN/A
EPS GrowthN/A
CountryAU
Employees17
SectorFinancial
Sector Strength70
IndustryFinancial - Conglomerates
Share Statistics
EPS (TTM)>-0.01
Shares Outstanding122,575,264
10 Day Avg. Volume148,507
30 Day Avg. Volume217,131
Financial Highlights & Ratios
PEG Ratio-0.06
Price to Book (P/B)0.91
Price to Sales (P/S)0.37
P/FCF Ratio10.93
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
Sequoia Financial Group Ltd. Business Overview & Revenue Model
Company Description
Sequoia Financial Group Limited, an integrated financial services firm headquartered in Sydney, Australia, delivers a comprehensive suite of financial products and services. Primarily serving retail and wholesale clients, as well as professional s...
How the Company Makes Money
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Sequoia Financial Group Ltd. Financial Statement Overview
Summary
Income Statement
65
Positive
Balance Sheet
70
Positive
Cash Flow
55
Neutral
| Breakdown | TTM | Jun 2025 | Jun 2024 | Jun 2023 | Jun 2022 | Jun 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 124.27M | 119.00M | 124.55M | 98.50M | 110.37M | 116.46M |
| Gross Profit | 72.89M | 119.00M | 26.21M | 98.54M | 29.19M | 31.01M |
| EBITDA | 9.27M | 9.89M | 2.43M | 4.61M | 9.78M | 11.20M |
| Net Income | -623.08K | 3.23M | 23.99M | -2.63M | 5.71M | 5.55M |
Balance Sheet | ||||||
| Total Assets | 66.82M | 73.04M | 79.39M | 135.74M | 135.85M | 142.41M |
| Cash, Cash Equivalents and Short-Term Investments | 2.49M | 4.35M | 21.97M | 10.89M | 38.20M | 34.64M |
| Total Debt | 5.02M | 4.59M | 704.64K | 4.18M | 2.93M | 16.37M |
| Total Liabilities | 21.27M | 24.55M | 22.71M | 92.69M | 87.48M | 101.29M |
| Stockholders Equity | 45.55M | 48.49M | 56.68M | 43.04M | 48.38M | 41.12M |
Cash Flow | ||||||
| Free Cash Flow | 3.03M | 4.05M | -5.29M | -6.02M | 9.17M | 14.03M |
| Operating Cash Flow | 4.57M | 6.15M | -4.82M | -5.59M | 9.54M | 16.73M |
| Investing Cash Flow | -8.98M | -9.31M | 5.16M | 3.35M | -5.94M | -3.41M |
| Financing Cash Flow | -6.08M | -11.42M | -13.69M | -2.08M | -1.64M | -1.63M |
Sequoia Financial Group Ltd. Technical Analysis
Neutral
0.28
Price Trends
0.12
Negative
0.16
Negative
0.21
Negative
Market Momentum
>-0.01
Negative
44.45
Neutral
44.44
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:SEQ, the sentiment is Neutral. The current price of 0.28 is above the 20-day moving average (MA) of 0.12, above the 50-day MA of 0.12, and above the 200-day MA of 0.21, indicating a neutral trend. The MACD of >-0.01 indicates Negative momentum. The RSI at 44.45 is Neutral, neither overbought nor oversold. The STOCH value of 44.44 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for AU:SEQ.
Sequoia Financial Group Ltd. Peers Comparison
UnderperformOutperform
Sector (68)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
72 Outperform | AU$55.62M | 6.19 | 35.99% | 10.06% | 0.11% | 21.50% | |
68 Neutral | $18.00B | 11.42 | 9.92% | 3.81% | 9.73% | 1.22% | |
66 Neutral | AU$73.54M | 15.84 | 13.05% | 7.63% | 12.06% | -41.22% | |
62 Neutral | AU$55.61M | 11.38 | 8.15% | 7.22% | 24.53% | 50.00% | |
61 Neutral | AU$14.71M | -24.00 | -1.33% | 14.29% | ― | ― | |
56 Neutral | AU$391.99M | 433.33 | 0.24% | ― | 12.63% | -90.91% | |
48 Neutral | AU$16.03M | 55.10 | 2.73% | ― | 14.36% | ― |
* Financial Sector Average
AU:SEQ
Sequoia Financial Group Ltd.
0.12
-0.14
-52.94%
AU:APL
Contango Asset Management Ltd.
0.27
0.16
134.78%
AU:MAM
Microequities Asset Management Group Ltd.
0.43
-0.10
-18.56%
AU:CVW
Clearview Wealth Limited
0.65
0.21
47.73%
AU:CAF
Centrepoint Alliance Limited
0.35
-0.03
-8.14%
AU:PFG
Prime Financial Group Limited
0.22
<0.01
2.38%
Sequoia Financial Group Ltd. Corporate Events
Sequoia Financial Group Names Virginie Floriane Allard to Board
Jul 24, 2026
Sequoia Financial Group Limited has appointed Virginie Floriane Allard as a director effective 22 July 2026, signalling a refresh of its board composition within the listed financial services group. The initial director’s interest notice lod...
Sequoia Financial Group Details Equity Holdings as Director Garry Crole Steps Down
Jul 22, 2026
Sequoia Financial Group Ltd has announced that director Garry Peter Crole ceased to be a director on 21 July 2026, triggering a final notice of his relevant interests in the company’s securities. The filing details that Crole holds 11,858,47...
Sequoia Financial Group Overhauls Leadership as CEO Garry Crole Steps Down
Jul 21, 2026
Sequoia Financial Group has announced an immediate change in its leadership team, with long-serving Group Chief Executive Officer and Director Garry Crole resigning from his roles while retaining his status as a substantial shareholder. The Board ...
Sequoia Delays Dividend Payment Amid Court Proceedings on InterPrac Sale
Jun 26, 2026
Sequoia Financial Group has revised the payment date for its previously declared dividend, moving it from 29 June 2026 to 26 August 2026 after a requirement from the Australian Securities and Investments Commission. The delay is linked to ongoing ...
Sequoia Director Increases Indirect Shareholding via On-Market Purchase
Jun 24, 2026
Sequoia Financial Group Ltd has reported a change in the shareholding of director Garry Peter Crole, reflecting both his direct and indirect interests in the company. The notice highlights that Crole and his related entities maintain a significant...
Sequoia Financial Group Announces Departure of Director Michael Ryan With No Related Security Interests
Jun 16, 2026
Sequoia Financial Group Ltd has announced that director Michael Joseph Ryan ceased to be a director of the company effective 16 June 2026. The company disclosed that Ryan held no relevant interests in Sequoia securities or related contracts at the...
Sequoia Financial Group Strengthens Board with Appointment of David Hentschke
Jun 3, 2026
Sequoia Financial Group Limited has appointed David Hentschke as an independent non-executive director, effective on or before 15 June 2026, bringing extensive experience in financial services technology, market infrastructure, data services, and ...
Sequoia Financial Group Chairman Michael Ryan to Resign in June 2026
May 27, 2026
Sequoia Financial Group Limited has announced the resignation of its Chairman and Director, Michael Ryan, effective 16 June 2026, due to the expansion of his other board commitments reducing his capacity to serve on Sequoia’s board. Ryan wil...
Sequoia Delays Payment Date on Scheduled Dividend
May 13, 2026
Sequoia Financial Group Ltd. has updated its previously announced dividend notification for its ordinary fully paid shares, relating to the six‑month period ended 31 December 2025. The company confirmed the ex‑date of 30 March 2026 and...
Sequoia Delays Interim Dividend Amid Dispute Over InterPrac Sale
May 13, 2026
Sequoia Financial Group has revised the payment date of its previously declared interim dividend, moving it from 15 May 2026 to 3 June 2026, while confirming that all other details of the dividend remain unchanged. The company has reiterated that ...
Sequoia Scraps Planned Sale of InterPrac Financial Planning
Apr 30, 2026
Sequoia Financial Group has terminated its agreement to sell its subsidiary InterPrac Financial Planning to Conquest Investment Partners after the parties were unable to meet all conditions within the required timeframe. Subsequent developments ch...
Sequoia Financial Group Tightens Governance on ASX Disclosure Compliance
Apr 30, 2026
Sequoia Financial Group has confirmed that its continuous disclosure policy meets the requirements of the ASX Listing Rules, following a recent review prompted by an exchange query. The board has also committed to introducing an annual refresher s...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.