Profile data is unavailable for this security.
About the company
Sequoia Financial Group Ltd is an integrated financial services company. The Company’s principal activity is to provide a range of services to financial planners, stockbrokers, self-directed investors, superannuation funds and accountants that allow them to offer wealth management solutions to their customers. Its segments include Sequoia Licensees Services Group, Sequoia Professional Services Group, Sequoia Equity Markets Group and Sequoia Direct Investment Group. The Sequoia Licensees Services Group specializes in providing the adviser market a full-service licensing and support services. The Sequoia Professional Services Group provides services to intermediaries, including licensed advisers, accountants, and lawyers. The Sequoia Equity Markets Group provides services to licensed advisers, self-directed investors, and superannuation funds. The Sequoia Direct Investment Group provides a range of media services, research, and general advice to self-directed investors.
- Revenue in AUD (TTM)124.55m
- Net income in AUD-3.14m
- Incorporated2000
- Employees17.00
- LocationSequoia Financial Group LtdL 7 7 Macquarie PlaceSYDNEY 2000AustraliaAUS
- Phone+61 28114-2222
- Fax+61 28114-2200
- Websitehttps://www.sequoia.com.au/
More ▼
Mergers & acquisitions
| Acquired company | SEQ:ASX since announced | Transaction value |
|---|---|---|
| ACN 633 578 033 Pty Ltd | -27.36% | 184.00k |
Data delayed at least 20 minutes, as of Sep 20 2024 05:54 BST.
Peer analysis
Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Global Masters Fund Limited | 258.16k | -1.37m | 34.85m | -- | -- | 0.9537 | -- | 134.99 | -0.1278 | -0.1278 | 0.0241 | 3.41 | 0.0051 | -- | 4.05 | -- | -2.69 | -1.21 | -2.70 | -1.21 | -273.88 | -- | -530.76 | -147.04 | -- | -2.90 | 0.1993 | -- | -34.09 | -4.51 | -121.59 | -- | -- | -- |
| Teaminvest Private Group Ltd | 106.20m | -1.24m | 35.29m | -- | -- | 0.4199 | 11.25 | 0.3323 | -0.0463 | -0.0822 | 3.92 | 3.10 | 0.8244 | 3.73 | 4.65 | -- | -0.954 | 0.6171 | -1.24 | 0.791 | 64.04 | 59.76 | -1.16 | 0.7576 | 1.13 | -- | 0.2069 | -- | -2.48 | 30.20 | -118.36 | -- | 29.98 | -- |
| Katana Capital Limited | 3.91m | 2.11m | 37.86m | 0.00 | 18.65 | 0.9202 | -- | 9.68 | 0.0638 | 0.0638 | 0.1182 | 1.29 | 0.0914 | -- | 25.98 | -- | 4.94 | 7.34 | 5.03 | 7.62 | 84.04 | 85.80 | 54.07 | 54.07 | -- | -- | -- | 23.05 | -49.29 | 116.08 | -50.76 | -- | -- | 4.56 |
| Morphic Ethical Equities Fund Ltd | 439.84k | -950.34k | 37.90m | 0.00 | -- | 0.9383 | -- | 86.18 | -0.0147 | -0.0147 | 0.0095 | 1.08 | 0.0084 | -- | 10.60 | -- | -1.81 | -- | -1.82 | -- | -74.37 | -- | -216.06 | -- | -- | -3.86 | 0.00 | -- | -96.53 | -- | -112.57 | -- | -- | -- |
| Lowell Resources Fund | 3.28m | 1.47m | 38.57m | 0.00 | 23.89 | 0.8631 | -- | 11.75 | 0.0467 | 0.0467 | 0.1014 | 1.29 | 0.0695 | -- | 380.79 | -- | 3.12 | 16.60 | 3.41 | 17.99 | 60.66 | 78.55 | 44.84 | 73.69 | -- | -- | 0.00 | 44.27 | 102.49 | -- | 2,406.28 | -- | -- | -- |
| NGE Capital Ltd | 3.94m | 11.59m | 39.82m | 9.00 | 3.46 | 0.8167 | 3.44 | 10.11 | 0.3236 | 0.3236 | 0.11 | 1.37 | 0.0904 | -- | 13.87 | -- | 26.60 | 8.23 | 26.86 | 8.47 | -- | -- | 294.26 | 235.62 | -- | -- | 0.00 | -- | 463.83 | 68.78 | 564.42 | 4.79 | -- | -- |
| Auctus Investment Group Ltd | 3.77m | 2.01m | 42.56m | 9.00 | 20.39 | 1.59 | 15.84 | 11.30 | 0.026 | 0.026 | 0.0496 | 0.3331 | 0.1018 | -- | 0.4707 | -- | 5.44 | -1.37 | 6.26 | -1.53 | 67.54 | 83.24 | 53.44 | -4.36 | -- | -- | 0.0557 | -- | -76.67 | 55.77 | 784.35 | -- | -54.86 | -- |
| Alternative Investment Trust | 3.06m | 2.80m | 44.49m | 0.00 | 15.41 | 0.8719 | 15.89 | 14.53 | 0.0912 | 0.0912 | 0.10 | 1.61 | 0.0624 | -- | 13.14 | -- | 5.71 | 13.50 | 5.73 | 13.85 | 100.49 | 97.76 | 91.44 | 92.74 | -- | -- | 0.00 | -- | -53.12 | 11.12 | -54.85 | 19.08 | -- | -- |
| Sequoia Financial Group Ltd | 124.55m | -3.14m | 47.86m | 17.00 | -- | 0.8848 | 75.35 | 0.3843 | -0.0242 | 0.1765 | 0.9336 | 0.4351 | 1.16 | -- | 13.67 | -- | -2.92 | 0.7214 | -5.56 | 1.42 | 96.53 | 93.26 | -2.52 | 0.8146 | -- | -- | 0.0123 | 376.97 | 26.45 | 8.45 | 20.40 | -- | 44.70 | -- |
| Ironbark Capital Limited | 3.54m | 2.61m | 47.89m | 0.00 | 18.87 | 0.7979 | -- | 13.55 | 0.0239 | 0.0239 | 0.0325 | 0.564 | 0.057 | -- | 14.49 | -- | 4.21 | 4.24 | 4.24 | 4.28 | 83.79 | 85.51 | 73.78 | 77.60 | -- | -- | 0.00 | 96.84 | -49.92 | -15.00 | -52.32 | -14.19 | -- | -2.37 |
| Touch Ventures Ltd | -38.07m | -38.87m | 48.21m | 4.00 | -- | 0.5678 | -- | -- | -0.0546 | -0.0546 | -0.0533 | 0.1198 | -0.3656 | -- | -- | -9,516,500.00 | -37.33 | -16.59 | -37.45 | -16.77 | -- | -- | -- | -- | -- | -- | 0.0006 | -- | 87.29 | -- | 76.33 | -- | 66.37 | -- |
| CD Equity Fund II Pvt | 13.27m | 10.47m | 49.33m | 0.00 | 4.71 | 0.6091 | -- | 3.72 | 0.1996 | 0.1996 | 0.2528 | 1.54 | 0.1488 | -- | 76.39 | -- | 11.75 | 8.83 | 11.85 | 8.94 | 96.22 | 95.13 | 78.94 | 79.20 | -- | -- | 0.00 | 179.04 | 1,247.44 | -15.58 | 528.91 | -15.67 | -- | -- |
| Flagship Investments Ltd | 1.65m | -2.28m | 49.39m | 0.00 | -- | 0.8113 | -- | 30.02 | -0.0881 | -0.0881 | 0.0636 | 2.35 | 0.0203 | -- | 12.65 | -- | -2.81 | -0.4329 | -2.93 | -0.45 | -171.25 | -63.08 | -138.36 | -19.62 | -- | -- | 0.2353 | -- | -8.31 | -9.71 | -182.03 | -- | -- | 4.13 |
| Thorney Technologies Ltd | -11.70m | -21.72m | 54.70m | 3.00 | -- | 0.5395 | -- | -- | -0.0535 | -0.0535 | -0.0287 | 0.2595 | -0.0997 | -- | -- | -- | -18.50 | -5.95 | -18.77 | -6.13 | -- | -- | -- | -- | -- | -- | 0.00 | -- | 48.11 | -- | 14.90 | -- | -- | -- |
| Centrepoint Alliance Limited | 288.56m | 7.77m | 61.65m | 187.00 | 8.83 | 1.85 | 5.98 | 0.2137 | 0.0351 | 0.0351 | 1.30 | 0.1676 | 5.39 | -- | 37.80 | -- | 14.50 | 10.11 | 20.84 | 16.60 | 12.70 | 15.07 | 2.69 | 1.93 | -- | 14.54 | 0.1386 | 79.31 | 5.37 | 19.69 | 22.53 | -- | -0.6925 | -- |
| Salter Brothers Emerging Companies Ltd | 8.00m | 4.22m | 61.91m | -- | 14.99 | 0.70 | -- | 7.74 | 0.046 | 0.046 | 0.087 | 0.9858 | 0.0908 | -- | 42.87 | -- | 4.80 | -- | 4.82 | -- | -- | -- | 52.81 | -- | -- | -- | 0.00 | -- | 1,079.78 | -- | 331.34 | -- | -- | -- |
Data as of Sep 20 2024. Currency figures normalised to Sequoia Financial Group Ltd's reporting currency: Australian Dollar AUD
8.93%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| Acorn Capital Ltd.as of 31 Aug 2023 | 10.42m | 8.37% |
| Gesalcal� SA SGIICas of 30 Jun 2024 | 707.91k | 0.57% |
Data from 30 Jun 2024 - 03 Sep 2024Source: FactSet Research Systems Inc.
