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WT Financial Group Ltd.
(Sydney:WTL)
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Rating:69Neutral
Price Target:
AU$0.19
▲(3.33% Upside)
Action:Reiterated
Date:08/26/26
The score is driven primarily by improved financial performance (turnaround to sustained profitability, stronger equity, and solid free cash flow), tempered by volatility in revenue/margins. Technicals add modest support with a generally positive trend and neutral momentum. Valuation is reasonable with a mid-teens P/E and a strong dividend yield.
Positive Factors
Sustained Profitability
Profitability has persisted since 2022 after the 2021 loss, with 2026 net income of about A$5.0M. This improves internal funding capacity and demonstrates that the advice-support model can generate earnings across multiple reporting periods.
Negative Factors
Revenue Volatility
Reported revenue has been highly volatile, including very large declines in 2025–2026. Such inconsistency makes scale and planning less predictable, raising the risk that future earnings depend on uneven business volumes rather than durable growth.
Read all positive and negative factors
Positive Factors
Negative Factors
Sustained Profitability
Profitability has persisted since 2022 after the 2021 loss, with 2026 net income of about A$5.0M. This improves internal funding capacity and demonstrates that the advice-support model can generate earnings across multiple reporting periods.
Read all positive factors
WT Financial Group Ltd. (WTL) vs. iShares MSCI Australia ETF (EWA)
Market Cap
AU$56.46M
Dividend Yield4.45%
Average Volume (3M)120.40K
Price to Earnings (P/E)11.3
Beta (1Y)0.83
Revenue Growth13.40%
EPS Growth6.62%
CountryAU
Employees41
SectorFinancial
Sector Strength70
IndustryAsset Management
Share Statistics
EPS (TTM)0.01
Shares Outstanding342,185,800
10 Day Avg. Volume137,241
30 Day Avg. Volume120,397
Financial Highlights & Ratios
PEG Ratio1.41
Price to Book (P/B)1.34
Price to Sales (P/S)0.19
P/FCF Ratio4.82
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
WT Financial Group Ltd. Business Overview & Revenue Model
Company Description
WT Financial Group Limited, an Australian company established in Sydney in 2014, offers a wide array of financial services, operating through distinct Business-to-Business (B2B) and Direct-to-Consumer (D2C) segments. The firm provides comprehensiv...
How the Company Makes Money
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WT Financial Group Ltd. Financial Statement Overview
Summary
Income Statement
58
Neutral
Balance Sheet
71
Positive
Cash Flow
76
Positive
| Breakdown | Jun 2026 | Jun 2025 | Jun 2024 | Jun 2023 | Jun 2022 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 245.35M | 28.69M | 185.47M | 160.52M | 101.74M |
| Gross Profit | 21.41M | 11.21M | 9.82M | 7.83M | 4.52M |
| EBITDA | 8.21M | 6.43M | 6.34M | 5.73M | 3.31M |
| Net Income | 4.96M | 4.64M | 3.85M | 4.14M | 1.87M |
Balance Sheet | |||||
| Total Assets | 75.03M | 58.25M | 54.29M | 47.85M | 48.77M |
| Cash, Cash Equivalents and Short-Term Investments | 16.79M | 9.82M | 8.10M | 5.31M | 3.38M |
| Total Debt | 10.01M | 7.39M | 7.54M | 8.13M | 6.78M |
| Total Liabilities | 40.43M | 26.32M | 24.86M | 22.27M | 28.71M |
| Stockholders Equity | 34.60M | 31.93M | 29.43M | 25.58M | 20.06M |
Cash Flow | |||||
| Free Cash Flow | 9.59M | 5.51M | 5.31M | 2.90M | -2.85M |
| Operating Cash Flow | 10.31M | 5.94M | 5.46M | 2.90M | -2.85M |
| Investing Cash Flow | -2.71M | -1.43M | -2.02M | -1.78M | -5.19M |
| Financing Cash Flow | -622.33K | -2.79M | -647.23K | 810.55K | 10.18M |
WT Financial Group Ltd. Technical Analysis
Neutral
0.18
Price Trends
0.16
Negative
0.14
Positive
0.14
Positive
Market Momentum
<0.01
Positive
42.31
Neutral
-11.11
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:WTL, the sentiment is Neutral. The current price of 0.18 is above the 20-day moving average (MA) of 0.17, above the 50-day MA of 0.16, and above the 200-day MA of 0.14, indicating a neutral trend. The MACD of <0.01 indicates Positive momentum. The RSI at 42.31 is Neutral, neither overbought nor oversold. The STOCH value of -11.11 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for AU:WTL.
WT Financial Group Ltd. Peers Comparison
UnderperformOutperform
Sector (68)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
73 Outperform | AU$47.86M | 8.47 | 22.72% | 8.92% | -11.68% | -19.96% | |
71 Outperform | AU$43.69M | 11.81 | 8.04% | 1.44% | 338.56% | 418.74% | |
69 Neutral | AU$56.46M | 11.30 | 14.88% | 4.45% | 13.40% | 6.62% | |
68 Neutral | $18.00B | 11.42 | 9.92% | 3.81% | 9.73% | 1.22% | |
65 Neutral | AU$54.42M | 14.00 | 6.44% | 8.19% | 20.95% | -19.79% | |
60 Neutral | AU$45.01M | 43.21 | 7.83% | ― | ― | ― | |
45 Neutral | AU$24.67M | 30.30 | 3.35% | 2.66% | -50.69% | 47.76% |
* Financial Sector Average
AU:WTL
WT Financial Group Ltd.
0.17
0.03
20.44%
AU:CIW
Clime Investment Management Ltd
0.30
-0.09
-23.27%
AU:MAM
Microequities Asset Management Group Ltd.
0.37
-0.15
-28.16%
AU:PFG
Prime Financial Group Limited
0.21
-0.03
-11.02%
AU:WAG
Australian Wealth Advisors Group Ltd.
0.61
0.16
37.50%
AU:KAT
Katana Capital Ltd.
1.39
0.11
9.06%
WT Financial Group Ltd. Corporate Events
WT Financial Group posts sixth year of growth and deepens Hubco strategy
Aug 24, 2026
WT Financial Group has reported a strong set of audited results for the year to 30 June 2026, delivering its sixth consecutive year of compounding growth and demonstrating increasing operating leverage across its national advice platform. Net prof...
WT Financial Group posts sixth year of growth as adviser network expands
Aug 24, 2026
WT Financial Group reported its sixth consecutive year of compounding growth for the year ended 30 June 2026, with gross operating revenue up 12.7% to $245.0 million and net operating revenue rising to $31.7 million. Total net revenue and other in...
WT Financial Group Relocates Sydney Head Office
Aug 11, 2026
WT Financial Group Limited, a major Australian financial adviser network, delivers wealth management, retirement planning, and personal risk insurance advice through around 400 privately owned practices aligned with its key subsidiaries. Its centr...
WT Financial Group to Outline FY2026 Indicative Results and Strategy in Investor Livestream
Jul 27, 2026
WT Financial Group Limited, a major Australian financial advice platform, is highlighting five years of disciplined investment that have built one of the country’s leading advice networks and support infrastructure. The group’s operati...
WT Financial Group sets investor briefing to outline strategic evolution
Jun 17, 2026
WT Financial Group Limited will host an investor livestream briefing and accompanying roadshow later this month to update the market on its strategic evolution and outlook. Founder and chief executive Keith Cullen will lead the presentation, which...
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.