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Australian Wealth Advisors Group Ltd.
(Sydney:WAG)
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Rating:60Neutral
Price Target:
AU$0.61
▲(2.33% Upside)
Action:Downgraded
Date:08/26/26
The score is supported mainly by strong solvency and low leverage, but is held back by weaker 2026 operating performance (revenue decline and margin compression) and a sharp step-down to zero free cash flow. Technicals are only mildly positive, while the high P/E and lack of dividend yield data weigh on valuation support.
Positive Factors
Minimal Leverage
Very low leverage limits interest and refinancing risk, preserving financial flexibility through weaker operating periods. This gives the company a stronger base to fund operations and pursue growth without relying heavily on creditors.
Negative Factors
Revenue Contraction
The sharp latest-year revenue decline weakens evidence of sustained demand and market expansion. Reversing this contraction is important because continued top-line pressure would limit operating leverage, investment capacity and the durability of future earnings.
Read all positive and negative factors
Positive Factors
Negative Factors
Minimal Leverage
Very low leverage limits interest and refinancing risk, preserving financial flexibility through weaker operating periods. This gives the company a stronger base to fund operations and pursue growth without relying heavily on creditors.
Read all positive factors
Australian Wealth Advisors Group Ltd. (WAG) vs. iShares MSCI Australia ETF (EWA)
Market Cap
AU$45.01M
Dividend YieldN/A
Average Volume (3M)2.63K
Price to Earnings (P/E)43.2
Beta (1Y)0.37
Revenue GrowthN/A
EPS GrowthN/A
CountryAU
Employees15
SectorFinancial
Sector Strength70
IndustryAsset Management
Share Statistics
EPS (TTM)0.01
Shares Outstanding74,398,330
10 Day Avg. Volume7,882
30 Day Avg. Volume2,627
Financial Highlights & Ratios
PEG Ratio-2.26
Price to Book (P/B)3.20
Price to Sales (P/S)3.79
P/FCF Ratio0.00
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
Australian Wealth Advisors Group Ltd. Business Overview & Revenue Model
Company Description
Operating with its various subsidiaries across Australia, The Australian Wealth Advisors Group Limited is dedicated to providing specialized wealth management advice and fund administration services. The firm's comprehensive offerings include lice...
Australian Wealth Advisors Group Ltd. Financial Statement Overview
Summary
Income Statement
61
Positive
Balance Sheet
85
Very Positive
Cash Flow
54
Neutral
| Breakdown | Jun 2026 | Jun 2024 | Jun 2024 | Jun 2023 | Jun 2022 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 11.24M | 11.13M | 9.44M | 8.07M | 782.06K |
| Gross Profit | 2.37M | 11.13M | 9.44M | 8.07M | 782.06K |
| EBITDA | 991.83K | 1.26M | -52.63K | 239.38K | 109.65K |
| Net Income | 689.17K | 948.31K | -259.42K | 193.38K | 109.65K |
Balance Sheet | |||||
| Total Assets | 14.13M | 13.35M | 13.30M | 7.03M | 2.58M |
| Cash, Cash Equivalents and Short-Term Investments | 3.55M | 3.34M | 5.87M | 5.39M | 1.55M |
| Total Debt | 0.00 | 59.51K | 147.69K | 0.00 | 262.90K |
| Total Liabilities | 801.71K | 731.02K | 1.66M | 1.43M | 518.35K |
| Stockholders Equity | 13.33M | 12.62M | 11.65M | 5.60M | 2.06M |
Cash Flow | |||||
| Free Cash Flow | 0.00 | 466.56K | 158.00K | 280.56K | 435.73K |
| Operating Cash Flow | 1.04M | 466.56K | 158.00K | 280.56K | 435.73K |
| Investing Cash Flow | -770.26K | -2.90M | -817.12K | -70.88K | -87.89K |
| Financing Cash Flow | -61.40K | -88.18K | 4.70M | 70.00K | 1.27M |
Australian Wealth Advisors Group Ltd. Technical Analysis
Positive
0.60
Price Trends
0.58
Positive
0.59
Positive
0.59
Positive
Market Momentum
<0.01
Negative
68.26
Neutral
37.89
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:WAG, the sentiment is Positive. The current price of 0.6 is above the 20-day moving average (MA) of 0.59, above the 50-day MA of 0.58, and above the 200-day MA of 0.59, indicating a bullish trend. The MACD of <0.01 indicates Negative momentum. The RSI at 68.26 is Neutral, neither overbought nor oversold. The STOCH value of 37.89 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AU:WAG.
Australian Wealth Advisors Group Ltd. Peers Comparison
UnderperformOutperform
Sector (68)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
79 Outperform | AU$288.36M | 21.69 | 22.26% | 5.89% | 7.58% | -27.93% | |
70 Outperform | AU$212.68M | 12.81 | 16.81% | 5.45% | 41.52% | 62.58% | |
69 Neutral | AU$56.46M | 11.30 | 14.88% | 6.06% | 13.40% | 6.62% | |
68 Neutral | $18.00B | 11.42 | 9.92% | 3.81% | 9.73% | 1.22% | |
67 Neutral | AU$83.00M | 12.62 | 18.40% | 7.34% | 11.68% | 20.85% | |
65 Neutral | AU$54.42M | 14.00 | 6.44% | 8.19% | 20.95% | -19.79% | |
60 Neutral | AU$45.01M | 43.21 | 7.83% | ― | ― | ― |
* Financial Sector Average
AU:WAG
Australian Wealth Advisors Group Ltd.
0.61
0.16
37.50%
AU:EZL
Euroz Hartleys Group Limited
1.38
0.46
50.60%
AU:WTL
WT Financial Group Ltd.
0.17
0.03
20.44%
AU:CAF
Centrepoint Alliance Limited
0.40
-0.04
-8.56%
AU:FID
Fiducian Group Ltd
9.11
-2.55
-21.85%
AU:PFG
Prime Financial Group Limited
0.21
-0.03
-11.02%
Australian Wealth Advisors Group Ltd. Corporate Events
Australian Wealth Advisors Group issues cautious FY2026 results presentation
Aug 24, 2026
Australian Wealth Advisors Group Ltd. has released its FY2026 result presentation and strategy update alongside its full-year financial report for the twelve months ended 30 June 2026. The document, authorised by the board, is positioned as genera...
AWAG Posts Steady Profit as It Reshapes Wealth Advisory Portfolio
Aug 24, 2026
Australian Wealth Advisors Group reported a marginal increase in net profit before tax to $937,632 for the year to 30 June 2026, reflecting resilient performance amid challenging geopolitical and market conditions that weighed on small and micro-c...
Australian Wealth Advisors Group Discloses Final Interests of Departing Director
Jul 31, 2026
Australian Wealth Advisors Group Ltd. has announced that director Mark John Stephen ceased to be a director of the company effective 1 August 2026. The notice confirms his final interests in the company’s securities, including indirect holdi...
AWAG Founder Director Steps Down as Board Strengthens Wealth Advisory Focus
Jul 31, 2026
Australian Wealth Advisors Group Ltd. has announced the resignation of founding director Mark Stephen, who played a key role in guiding the company through its ASX listing and establishing its wealth advisory operations. Stephen will focus on grow...
Australian Wealth Advisors appoints Christopher Kelaher as new director
Jul 28, 2026
The Australian Wealth Advisors Group Limited has appointed Christopher Kelaher as a director effective 4 May 2026, signalling a potential strengthening of its leadership team in the competitive wealth management market. Kelaher holds an indirect i...
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.