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WT Financial Group Ltd. (WTL) AI Stock Analysis
WT Financial Group Ltd.
(ASX:WTL)
The overall score is driven primarily by solid and improving financial quality, with stronger cash generation, growing equity and controlled leverage offset by thin, volatile margins. A supportive valuation, combining a moderate earnings multiple with a relatively high dividend yield, further underpins the rating. Technicals are constructive but only moderately strong, reflecting a steady uptrend with neutral momentum rather than a decisive bullish surge.
WT Financial Group Ltd. (WTL) vs. iShares MSCI Australia ETF (EWA)
- Market Cap
- AUD 49.62M
- Dividend Yield
- 6.90%
- Average Volume (3M)
- 139.02K
- Price to Earnings (P/E)
- 9.9
- Beta (1Y)
- 0.78
- Revenue Growth
- 13.40%
- EPS Growth
- 6.62%
- Country
- Australia
- Employees
- 41
- Sector
- Financial
- Sector Strength
- 68
- Industry
- Asset Management
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 comprehensive s...
How the Company Makes Money
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WT Financial Group Ltd. Financial Statement Overview
Summary
Overall financial performance is solid, with improving profitability, stronger equity and moderate leverage, and notably robust and rising operating and free cash flow, but revenue and margin volatility and generally thin margins keep the score below the top tier.
Income Statement
65PositiveBalance Sheet
77PositiveCash Flow
82Very Positive| Breakdown | TTM | Jun 2026 | Jun 2025 | Jun 2024 | Jun 2023 | Jun 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 141.08M | 245.35M | 28.69M | 185.47M | 160.52M | 101.74M |
| Gross Profit | 17.24M | 21.41M | 11.21M | 9.82M | 7.83M | 4.52M |
| EBITDA | 7.73M | 8.21M | 6.87M | 6.34M | 6.46M | 3.79M |
| Net Income | 5.01M | 4.96M | 4.64M | 3.85M | 4.14M | 1.87M |
Balance Sheet | ||||||
| Total Assets | 75.03M | 75.03M | 58.25M | 54.29M | 47.85M | 48.77M |
| Cash, Cash Equivalents and Short-Term Investments | 16.79M | 16.79M | 9.82M | 8.10M | 5.31M | 3.38M |
| Total Debt | 10.01M | 10.01M | 7.39M | 7.54M | 8.13M | 6.78M |
| Total Liabilities | 40.43M | 40.43M | 26.32M | 24.86M | 22.27M | 28.71M |
| Stockholders Equity | 34.60M | 34.60M | 31.93M | 29.43M | 25.58M | 20.06M |
Cash Flow | ||||||
| Free Cash Flow | 9.59M | 9.59M | 5.51M | 5.31M | 2.90M | -2.85M |
| Operating Cash Flow | 10.31M | 10.31M | 5.94M | 5.46M | 2.90M | -2.85M |
| Investing Cash Flow | -2.71M | -2.71M | -1.43M | -2.02M | -1.78M | -5.19M |
| Financing Cash Flow | -622.33K | -622.33K | -2.79M | -647.23K | 810.55K | 10.18M |
WT Financial Group Ltd. Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:WTL, the sentiment is Negative. The current price of 0.14 is below the 20-day moving average (MA) of 0.15, below 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 36.86 is Neutral, neither overbought nor oversold. The STOCH value of 40.00 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for AU:WTL.
WT Financial Group Ltd. Peers Comparison
Overall Rating
AU:WTL75.6Outperform
AU:MAM73Outperform
AU:KAT71Outperform
AU:PFG65Neutral
AU:WAG60Neutral
AU:CIW41Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| 76Outperform | AUD 49.62M | 9.93 | 14.88% | 6.90% | 13.40% | 6.62% | |
| 73Outperform | AUD 40.10M | 7.09 | 22.72% | 10.65% | -11.68% | -19.96% | |
| 71Outperform | AUD 42.59M | 11.51 | 8.04% | 1.42% | 43.21% | 40.98% | |
| Sector * | 68Neutral | $18.00B | 11.42 | 9.92% | 3.81% | 9.73% | 1.22% |
| 65Neutral | AUD 48.29M | 12.33 | 6.44% | 9.30% | 20.95% | -19.79% | |
| 60Neutral | AUD 43.90M | 42.15 | 7.80% | ― | ― | ― | |
| 41Neutral | AUD 21.16M | 25.96 | 3.35% | 3.11% | -22.54% | 29.85% |
* Financial Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| AU:WTL | WT Financial Group Ltd. | 0.14 | 0.01 | 7.41% | |
| AU:CIW | Clime Investment Management Ltd | 0.26 | -0.13 | -33.42% | |
| AU:MAM | Microequities Asset Management Group Ltd. | 0.31 | -0.20 | -38.74% | |
| AU:PFG | Prime Financial Group Limited | 0.18 | -0.03 | -14.75% | |
| AU:WAG | Australian Wealth Advisors Group Ltd. | 0.59 | 0.01 | 1.72% | |
| AU:KAT | Katana Capital Ltd. | 1.35 | 0.07 | 5.30% |
WT Financial Group Ltd. Corporate Events
WT Financial Group Sets November Date for Sydney AGM
WT Financial Group Limited, a major player in Australia’s financial advisory sector, operates an extensive network of around 400 privately owned advice practices offering wealth management, retirement planning and risk insurance services. Its c...
WT Financial Group Issues 600,000 Unquoted Performance Rights
WT Financial Group Ltd. has notified the market of the issue of 600,000 unquoted performance rights, recorded under the ASX security code WTLAC. The rights were issued on September 30, 2026, and are not intended to be quoted on the ASX, indicating th...
WT Financial Group Discloses Update to Director’s Equity Holdings
WT Financial Group Ltd., an ASX-listed Australian financial services company, structures its capital around ordinary shares and performance rights that form a key component of executive compensation. The group operates in wealth management and adviso...
WT Financial Group outlines broad compliance with ASX governance code while limiting gender diversity targets
WT Financial Group Limited has detailed its adherence to ASX Corporate Governance Council principles, confirming it largely complies with best practice recommendations through a formal Board Policy and Corporate Governance Charter that define the res...
WT Financial Group Sets Out Board Structure in Corporate Governance Charter
WT Financial Group Limited has outlined its corporate governance charter, highlighting the composition of its board and key corporate roles. The document formalises the presence of a non-executive chairman, a founder-managing director, and multiple n...
WT Financial Group Files Updated Corporate Governance Statement with ASX
WT Financial Group Limited has lodged its updated corporate governance statement and accompanying Appendix 4G with the ASX for the year ended 30 June 2026, confirming that the statement is current as of 28 September 2026 and approved by the board. Th...
WT Financial Group Showcases Scale of Integrated Advice Network in FY2026 Report
WT Financial Group’s FY2026 annual report highlights the scale of its operations, centring its business on an integrated advice network that links over 500 financial advisers with roughly 400 privately owned practices. The company underscores t...
WT Financial Group posts record FY2026 results and tightens governance
WT Financial Group has reported another year of record performance in its fiscal 2026 results, with gross operating revenue rising 12.7% to $245 million and net operating revenue up 11.7% to $31.7 million. Earnings growth was strong, with EBITDA incr...
WT Financial Group Names New Company Secretary as Long‑Serving Executive Retires
WT Financial Group Limited has announced the retirement of long‑serving Company Secretary Ian Morgan after 12 years with the business. The board praised Morgan’s counsel and support during a key phase of the group’s development, sig...
WT Financial Group Issues 1 Million Unquoted Performance Rights
WT Financial Group Ltd. has notified the market of the issue of 1,000,000 unquoted performance rights, recorded under the ASX security code WTLAC, with an issue date of September 1, 2026. The securities are part of previously announced transactions a...
WT Financial Group Issues 1.5 Million Unquoted Performance Rights
WT Financial Group Ltd. has notified the market of the issue of 1.5 million unquoted performance rights under its ASX code WTLAC, effective 1 September 2026. The new performance rights, which are not intended to be quoted on the ASX, form part of pre...
WT Financial Group to Outline FY2026 Results and Growth Strategy in Investor Livestream
WT Financial Group Limited has established a major presence in Australia’s financial advice market, focusing on wealth management, retirement planning, and personal risk insurance delivered via a broad network of authorised representatives. Its...
WT Financial Group posts sixth year of growth and deepens Hubco strategy
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 profit...
WT Financial Group posts sixth year of growth as adviser network expands
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 incom...
WT Financial Group Relocates Sydney Head Office
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 central...
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.
Date of analysis: Aug 26, 2026