Structured JSON API for this factor page: https://sharemaestro.com/factors/api/tickers/325ba560-f4f1-45dd-b0aa-e525a8827c7c/
NWL
Netwealth Group LimitedSnapshot 2026-07-26 · 0.7w · Fresh
Strategy Eligibility
0 of 23 passing
★
OS Composite
✗
↗
Trending Value
✗
◆
Quality × Value
✗
🏛
Cornerstone Value
✗
🌿
Cornerstone Growth
✗
💎
Deep Value
✗
◇
VC2 Cheapest
✗
📐
EBITDA/EV
✗
◐
Veiled Value
✗
▣
Piotroski Bargains
✗
🔬
Quality Compounders
✗
📈
Consistent Earners
✗
🌱
GARP
✗
🔄
Shareholder Yield
✗
💰
High Yield
✗
🚀
Momentum Leaders
✗
◉
Market Leaders
✗
◎
Tiny Titans
✗
🔍
Small Cap Value
✗
🛡
Low Volatility
✗
🏷
Sector Cheapest
✗
🧠
Capital Allocators
✗
⚡
Risk-Adj Momentum
✗
V
Value Analysis
Cheapness relative to fundamentals
4.0%ile
P/E
44.2×
P/S
16.5×
P/B
25.9×
FCF Yield
0.024
SH Yield
0.017
Relative Strength Across Value Dimensions
Multiples & Yields — Decomposition
VC1 (5-Factor)
98.00000000
/100 — 1=cheapest
VC2 (Trending Value)
96.00000000
/100
VC3 (Buyback)
97.00000000
/100
P/E of 44.2x is premium-priced — the market is paying up for expected growth. VC2 score of 96.00000000/100 — expensive across all six composite measures.
Q
Quality Analysis
Profitability, efficiency, balance sheet & earnings quality
91.0%ile
ROE
0.585
ROA
0.453
Net Margin
0.373
F-Score
3/9
Quality Radar — Relative Strength
Profitability & Leverage Breakdown
Rev Growth
0.266
Earn Growth
0.392
5yr Consist
No
ROE of 59% is exceptional.
M
Momentum & Risk
Price trend, volatility regime, risk-adjusted returns
4.0%ile
6M Return
-18.3%
12M Return
-41.9%
12-1 Mom
-44.9%
Risk-Adj
-1.03
Vol 252d
43.7%
Vol 60d
105.3%
↑ Expanding
Max DD 12M
-45.7%
Return Comparison — 6M / 12M / 12-1
Volatility Regime — 60d vs 252d
12-1 momentum of -45% signals a downtrend — price is moving against you. Near-term vol (105%) is expanding vs long-term (44%) — risk is increasing.
OS
Composite & Factor Heatmap
All factors at a glance
0.14
Pillar Balance — Value / Quality / Momentum
Factor Heatmap — green=strong, red=weak
▦
Sector Context
Technology
· 132 peers
Sector Value %ile
11.3%
Sector Quality %ile
92.5%
P/E z-score
-0.18
P/B z-score
3.16
Sector Avg OS
38.8%
Ticker vs Sector Averages
Relative Valuation Z-Score
Top Sector Peers (By OS)
Factor Interactions
Quality at a Premium
High quality (91th) but expensive (4th value). Upside may be limited without earnings growth.
Volatility Expanding
60-day vol (105%) significantly exceeds 252-day (44%). Near-term risk is elevated.
⚖
Factor Analysis
Comprehensive factor intelligence — strengths, weaknesses & cross-factor profile
Value
F
14.9% avg (5 factors)
Quality
A
100.0% avg (3 factors)
Momentum
F
3.7% avg (4 factors)
Risk
D
43.8% avg (1 factors)
High quality business commanding a premium price. The market recognises the quality — returns from here depend on continued fundamental execution. Momentum is weak, suggesting the market isn't yet buying this thesis. Patience required. Elevated risk profile — position sizing should reflect the higher volatility.
▲ Top Strengths — highest scoring factors
▼ Key Weaknesses — lowest scoring factors
Score Trends8 snapshots
Factor Persistence8 snapshots
| Factor | Current | Streak | Trend | Spark |
|---|---|---|---|---|
| OS Composite | 0.140 | —8 | — | |
| Value %ile | 0.040 | —8 | — | |
| Quality %ile | 0.910 | —8 | — | |
| Momentum %ile | 0.040 | —8 | — | |
| F-Score | 3.000 | —8 | — | |
| Confidence | 0.338 | —8 | — | |
| Volatility | 0.437 | —8 | — |
Value Lens2021-07-27 → 2026-07-26
P/E Ratio
Earnings Yield
Value FactorsCheapness relative to fundamentals — lower multiples = cheaper
P/E Ratio
44.18
Price / Sales
16.49
Price / Book
25.85
FCF Yield
2.4%
Sales Yield (1/P·S)
0.0623
Shareholder Yield
Div + net buyback / mktcap
1.7%
Quality FactorsProfitability, efficiency, and balance sheet strength
Return on Equity
58.5%
Return on Assets
45.3%
Net Margin
37.3%
MomentumPrice trend strength over different horizons
6M Return
-18.3%
12M Return
-41.9%
12-1 Momentum
Jegadeesh-Titman (skip recent month)
-44.9%
Risk-Adjusted Momentum
Mom 12-1 ÷ Vol
-1.03
Growth & StabilityEarnings trajectory, consistency, and capital allocation
Revenue Growth (YoY)
26.6%
Earnings Growth (YoY)
39.2%
5yr Consistent
EPS up every year for 5 years
No
Piotroski F-Score
3
Dividend Yield
2.0%
Buyback Yield
-0.3%
O'Shaughnessy CompositesValue Composites (WWOWS 4th Ed) — 1=cheapest, 100=most expensive
VC1 (5-factor)
P/E+P/S+P/B+P/CF+EBITDA/EV
98
VC2 (6-factor)
VC1 + Shareholder Yield — used for Trending Value
96
VC3 (6-factor)
VC1 + Buyback Yield — no dividend preference
97
Capital Allocation & AlphaAlpha within factors — quality of management decisions
Veiled Value
Expensive by P/B, cheap by everything else
No
Market Leader
Above-avg mcap+revenue, non-utility
No
All Stocks Universe
Market cap > $200M
Yes
Tiny Titan
Micro-cap, low P/S, positive momentum
No
Annual Fundamentals
Revenue
Net Income
FCF
Net Margin
Show all
Op Income
OCF
CapEx
Equity