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INDICATIVE · SAMPLE DATA
WAG54

Australian Wealth Advisors Group Ltd

Investment Management & Fund OperatorsVerified

Australian Wealth Advisors Group Ltd has a fully diluted share count of 74,398,333 shares, with no difference between basic and diluted shares outstanding, indicating no dilution risk from stock options or convertible securities. However, liquidity risk could not be assessed due to the absence of balance-sheet inputs and no going-concern language in source documents. Profitability metrics and returns are not available in the valuation snapshot, and no industry_config preferred metrics are provided for comparison. This limits the ability to assess the company's performance relative to its peers in the Investment Management & Fund Operators industry. The company's revenue concentration and geographic exposure are not disclosed in the available data. Without segment or geographic breakdowns, it is not possible to evaluate the diversification of its revenue streams or the risks associated with regional exposure. Growth trajectory data is not available in the outlook section, and no numeric deltas are provided for the current or next fiscal year. This lack of forward-looking guidance makes it difficult to assess the company's growth potential or strategic direction. Risk factors include the inability to assess liquidity risk due to missing balance-sheet data and the absence of going-concern language in source documents. The dilution potential is currently low, as there is no difference between basic and diluted shares outstanding. Recent events, including filings and transcripts, are not disclosed in the available data. This limits the ability to evaluate the company's recent performance or strategic developments.

30-day price · WAG+0.04 (+7.1%)
Low$0.55High$0.66Close$0.60As of17 May, 00:00 UTC
Profile
CompanyAustralian Wealth Advisors Group Ltd
TickerWAG.AX
SectorFinancials
BusinessBanking & Investment Services
Industry groupBanking & Investment Services
IndustryInvestment Management & Fund Operators
AI analysis

Business. Australian Wealth Advisors Group Ltd provides investment management and fund operating services to institutional and retail clients, primarily generating revenue through management fees and performance-based returns on assets under management.

Classification. The company is classified under the Financials economic sector, Banking & Investment Services business sector, and Investment Management & Fund Operators industry, with a confidence level of 0.92 based on verified market data.

Australian Wealth Advisors Group Ltd has a fully diluted share count of 74,398,333 shares, with no difference between basic and diluted shares outstanding, indicating no dilution risk from stock options or convertible securities. However, liquidity risk could not be assessed due to the absence of balance-sheet inputs and no going-concern language in source documents. Profitability metrics and returns are not available in the valuation snapshot, and no industry_config preferred metrics are provided for comparison. This limits the ability to assess the company's performance relative to its peers in the Investment Management & Fund Operators industry. The company's revenue concentration and geographic exposure are not disclosed in the available data. Without segment or geographic breakdowns, it is not possible to evaluate the diversification of its revenue streams or the risks associated with regional exposure. Growth trajectory data is not available in the outlook section, and no numeric deltas are provided for the current or next fiscal year. This lack of forward-looking guidance makes it difficult to assess the company's growth potential or strategic direction. Risk factors include the inability to assess liquidity risk due to missing balance-sheet data and the absence of going-concern language in source documents. The dilution potential is currently low, as there is no difference between basic and diluted shares outstanding. Recent events, including filings and transcripts, are not disclosed in the available data. This limits the ability to evaluate the company's recent performance or strategic developments.
Key takeaways
  • The company has no dilution risk from stock options or convertible securities, as basic and diluted shares are equal.
  • Liquidity risk could not be assessed due to missing balance-sheet data and no going-concern language in source documents.
  • Profitability and returns metrics are not available, limiting the ability to compare the company to its peers.
  • Revenue concentration and geographic exposure are not disclosed, making it difficult to evaluate diversification.
  • Growth trajectory and forward-looking guidance are not available, limiting the ability to assess future performance.
  • --
  • # RATIONALES
  • ```json
Financial snapshot
PeriodHA-latest
CurrencyAUD
Revenue
Gross profit
Operating income
Net income
R&D
SG&A
D&A
SBC
Operating cash flow
CapEx
Free cash flow
Total assets
Total liabilities
Total equity
Cash & equivalents
Long-term debt
Annual history (last 5)
PeriodRevenueOp IncomeNet IncomeFCF
FY-4
FY-3$778.0k$86.9k$91.0k
FY-2$8.1M$258.8k$214.7k
FY-1$10.1M-$120.7k-$259.4k-$191.4k
FY0$11.1M$862.5k$948.3k$1.0M
PeriodGross %Op %Net %FCF %
FY-4
FY-3
FY-2
FY-1
FY0
PeriodAssetsEquityCashDebt
FY-4
FY-3
FY-2$2.9M$2.6M
FY-1$13.5M$11.7M
FY0$13.4M$12.6M
PeriodOCFCapExFCFSBC
FY-4
FY-3$363.1k
FY-2$280.6k
FY-1$158.0k-$191.4k
FY0$466.6k$1.0M
Quarterly history (last 4)
PeriodRevenueOp IncomeNet IncomeFCF
FQ-7
FQ-6
FQ-5
FQ-4
FQ-3
FQ-2
FQ-1
FQ0
PeriodGross %Op %Net %FCF %
FQ-7
FQ-6
FQ-5
FQ-4
FQ-3
FQ-2
FQ-1
FQ0
PeriodAssetsEquityCashDebt
FQ-7
FQ-6
FQ-5
FQ-4
FQ-3
FQ-2
FQ-1
FQ0
PeriodOCFCapExFCFSBC
FQ-7
FQ-6
FQ-5
FQ-4
FQ-3
FQ-2
FQ-1
FQ0
Valuation
Market price
Market cap
Enterprise value
P/E
Reported non-GAAP P/E
EV/Revenue
EV/Op income
EV/OCF
P/B
P/Tangible book
Tangible book
Net cash
Current ratio
Debt/Equity
ROA
ROE
Cash conversion
CapEx/Revenue
SBC/Revenue
Asset intensity
Dilution ratio0.0%
Risk assessment
Dilution riskLow
Liquidity riskUnknown
  • Liquidity risk could not be assessed (no balance-sheet inputs and no going-concern language in source documents).
Industry benchmarks
Activity: Banking & Investment Services · cohort 589 companies
MetricWAGActivity
Op margin25.7% medp25 3.6% · p75 52.2%
Net margin21.2% medp25 4.2% · p75 45.9%
Gross margin81.4% medp25 46.5% · p75 95.8%
CapEx / revenue-1.7% medp25 -4.8% · p75 -0.4%
Debt / equity14.8% medp25 0.1% · p75 134.4%
Source data
Underlying data the analysis-pipeline pulls and audits. Fetch timestamps + content hashes show when each source was last refreshed.
Company fundamentalsperiod FQ-7 · history via verified-market-data
no public URL
2026-05-08 05:40 UTC#ee61ec0e
Market quoteclose AUD 0.57 · shares 0.07B diluted
no public URL
2026-05-03 16:37 UTC#fbe92ebe
Source: analysis-pipeline (hybrid)Generated: 2026-05-30 00:01 UTCJob: 08b4bd96