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WT Financial Group Ltd.
(Sydney:WTL)
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Rating:69Neutral
Price Target:
AU$0.16
â–Ľ(-8.89% Downside)
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
Profitability turnaround
The shift from losses to several years of profitability indicates improved operating viability and a more established earnings base. Continued positive earnings can support reinvestment, dividends, and balance-sheet strengthening, although consistency remains important.
Negative Factors
Revenue volatility
Sharp revenue swings make the company’s earnings base less predictable and complicate planning for staffing, investment, and distributions. If uneven revenue persists, operating leverage and fixed costs could amplify the effect on future profits.
Read all positive and negative factors
Positive Factors
Negative Factors
Profitability turnaround
The shift from losses to several years of profitability indicates improved operating viability and a more established earnings base. Continued positive earnings can support reinvestment, dividends, and balance-sheet strengthening, although consistency remains important.
Read all positive factors
WT Financial Group Ltd. (WTL) vs. iShares MSCI Australia ETF (EWA)
Market Cap
AU$51.33M
Dividend Yield6.25%
Average Volume (3M)144.97K
Price to Earnings (P/E)11.0
Beta (1Y)0.78
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. Volume169,395
30 Day Avg. Volume144,971
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 | 6.87M | 6.34M | 6.46M | 3.79M |
| 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
Positive
0.18
Price Trends
0.16
Negative
0.15
Positive
0.14
Positive
Market Momentum
>-0.01
Positive
50.73
Neutral
33.33
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:WTL, the sentiment is Positive. The current price of 0.18 is above the 20-day moving average (MA) of 0.16, 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 50.73 is Neutral, neither overbought nor oversold. The STOCH value of 33.33 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive 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$43.33M | 7.67 | 22.72% | 9.85% | -11.68% | -19.96% | |
71 Outperform | AU$43.22M | 11.85 | 8.04% | 5.04% | 43.21% | 40.98% | |
69 Neutral | AU$51.33M | 10.96 | 14.88% | 6.25% | 13.40% | 6.62% | |
68 Neutral | $18.00B | 11.42 | 9.92% | 3.81% | 9.73% | 1.22% | |
65 Neutral | AU$52.21M | 13.00 | 6.44% | 8.82% | 20.95% | -19.79% | |
60 Neutral | AU$44.64M | 42.86 | 7.80% | ― | ― | ― | |
45 Neutral | AU$22.61M | 27.78 | 3.35% | 2.90% | -50.69% | 47.76% |
* Financial Sector Average
AU:WTL
WT Financial Group Ltd.
0.16
0.02
18.52%
AU:CIW
Clime Investment Management Ltd
0.28
-0.15
-35.29%
AU:MAM
Microequities Asset Management Group Ltd.
0.34
-0.19
-36.19%
AU:PFG
Prime Financial Group Limited
0.20
-0.04
-15.58%
AU:WAG
Australian Wealth Advisors Group Ltd.
0.60
0.12
25.00%
AU:KAT
Katana Capital Ltd.
1.37
0.04
3.01%
WT Financial Group Ltd. Corporate Events
WT Financial Group Sets November Date for Sydney AGM
Oct 7, 2026
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. It...
WT Financial Group Issues 600,000 Unquoted Performance Rights
Oct 1, 2026
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...
WT Financial Group Discloses Update to Director’s Equity Holdings
Sep 30, 2026
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 adv...
WT Financial Group outlines broad compliance with ASX governance code while limiting gender diversity targets
Sep 28, 2026
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 ...
WT Financial Group Sets Out Board Structure in Corporate Governance Charter
Sep 28, 2026
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 multipl...
WT Financial Group Files Updated Corporate Governance Statement with ASX
Sep 28, 2026
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....
WT Financial Group Showcases Scale of Integrated Advice Network in FY2026 Report
Sep 28, 2026
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 underscore...
WT Financial Group posts record FY2026 results and tightens governance
Sep 28, 2026
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 i...
WT Financial Group Names New Company Secretary as Long‑Serving Executive Retires
Sep 25, 2026
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, ...
WT Financial Group Issues 1 Million Unquoted Performance Rights
Sep 2, 2026
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 transaction...
WT Financial Group Issues 1.5 Million Unquoted Performance Rights
Sep 2, 2026
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 ...
WT Financial Group to Outline FY2026 Results and Growth Strategy in Investor Livestream
Aug 31, 2026
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. ...
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...
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.