Sequoia Financial Group Limited Logo

Sequoia Financial Group Limited

SEQ.AX

(1.5)
Stock Price

0,33 AUD

242.65% ROA

218.68% ROE

0.38x PER

Market Cap.

47.242.740,00 AUD

1.24% DER

11.84% Yield

105.89% NPM

Sequoia Financial Group Limited Stock Analysis

Sequoia Financial Group Limited Fundamental Analysis

Fundamental analysis in stock investing is like studying the foundation of a house before buying it. It involves looking at a company's financial health, like its earnings, assets, and debts, to determine if it's a good investment based on its fundamental strength and potential for growth.

Sequoia Financial Group Limited Fundamental Stock Analysis
# Analysis Rating
1 Dividend Growth

The company's dividend growth has consistently increased every year in the last five years, indicating a strong track record of positive returns for investors.

2 DER

The stock has a low debt to equity ratio (10%), which means it has a small amount of debt compared to the ownership it holds

3 Dividend

The company's history of regular dividend distributions in the last three years showcases its ability to generate reliable income for shareholders.

4 PBV

The stock's PBV ratio (1.76x) reflects a fair valuation, making it an attractive option for investors seeking balanced opportunities.

5 Net Profit Growth

The net profit of this company has shown no signs of growth over the last five years, suggesting limited profitability and making it a less attractive investment opportunity.

6 Assets Growth

Company's revenue has stayed stagnant, showing no signs of improvement and making it a less favorable choice.

7 Graham Number

The Graham number of this company suggests that its stock price may be overvalued, indicating a less favorable investment opportunity.

8 Buffet Intrinsic Value

The company's stock appears overvalued (-22) by Warren Buffett's formula, suggesting a less favorable investment opportunity as its market price exceeds its estimated intrinsic value.

9 ROE

The stock's ROE indicates a negative return (-5.75%) on shareholders' equity, suggesting poor financial performance.

10 ROA

The stock's ROA (-2.54%) indicates that it's not effectively utilizing its assets to generate profits, making it a less favorable option to invest and earn consistent returns.

11 Revenue Growth

Company's revenue has stayed stagnant, showing no signs of improvement and making it a less favorable choice.

Sequoia Financial Group Limited Technical Analysis

Technical analysis in stock investing is like reading the patterns on a weather map to predict future weather conditions. It involves studying past stock price movements and trading volumes to make predictions about where a stock's price might go next, without necessarily looking at the company's financial health.

Sequoia Financial Group Limited Technical Stock Analysis
# Analysis Recommendation
1 Awesome Oscillator Buy
2 MACD Buy
3 RSI Hold
4 Stoch RSI Sell

Sequoia Financial Group Limited Price Chart

Financial Statements

Financial statements are like report cards for companies. They show how much money a company makes (income statement), what it owns and owes (balance sheet), and where it spends its money (cash flow statement), helping stock investors understand if a company is healthy and worth investing in.

Income Statements

An income statement for a company is like a scoreboard for its profits and losses. It shows how much money the company made (revenue) and how much it spent to make that money (expenses), helping stock investors see if a company is making a profit or not.

Revenue in stock investing is the total amount of money a company earns from its sales, and it's a key factor that investors consider to assess a company's financial performance and growth potential.

Sequoia Financial Group Limited Revenue
Year Revenue Growth
1998 0
1999 0 0%
2000 0 0%
2002 2.040.000 100%
2003 492.502 -314.21%
2004 0 0%
2005 0 0%
2006 3.247.906 100%
2007 6.345.426 48.82%
2008 8.079.086 21.46%
2009 6.479.644 -24.68%
2010 6.060.935 -6.91%
2011 6.728.842 9.93%
2012 7.804.857 13.79%
2013 5.788.308 -34.84%
2014 6.266.263 7.63%
2015 2.522.991 -148.37%
2016 16.241.655 84.47%
2017 24.287.750 33.13%
2018 58.288.669 58.33%
2019 74.345.685 21.6%
2020 83.052.786 10.48%
2020 84.498.650 1.71%
2021 116.462.659 27.45%
2022 110.371.762 -5.52%
2023 98.498.810 -12.05%
2024 247.135.104 60.14%

Research and Development Expenses are the costs a company incurs to create and improve its products or services, which can be important for investors to evaluate a company's innovation and potential for future growth.

Sequoia Financial Group Limited Research and Development Expenses
Year Research and Development Expenses Growth
1998 0
1999 0 0%
2000 0 0%
2002 0 0%
2003 0 0%
2004 0 0%
2005 0 0%
2006 0 0%
2007 0 0%
2008 0 0%
2009 0 0%
2010 0 0%
2011 0 0%
2012 0 0%
2013 0 0%
2014 0 0%
2015 0 0%
2016 0 0%
2017 0 0%
2018 0 0%
2019 0 0%
2020 0 0%
2020 0 0%
2021 0 0%
2022 0 0%
2023 0 0%
2024 1.331.888 100%

General and Administrative Expenses are the costs a company incurs to run its day-to-day operations, such as office rent, salaries, and utilities, which investors consider to understand a company's overall efficiency and management effectiveness.

Sequoia Financial Group Limited General and Administrative Expenses
Year General and Administrative Expenses Growth
1998 0
1999 0 0%
2000 0 0%
2002 4.288.000 100%
2003 822.056 -421.62%
2004 127.028 -547.15%
2005 12.783 -893.73%
2006 1.531.251 99.17%
2007 3.547.396 56.83%
2008 3.505.016 -1.21%
2009 3.973.697 11.79%
2010 3.288.797 -20.83%
2011 3.087.069 -6.53%
2012 3.709.642 16.78%
2013 3.334.070 -11.26%
2014 3.306.061 -0.85%
2015 4.958.213 33.32%
2016 1.390.344 -256.62%
2017 1.606.032 13.43%
2018 2.660.293 39.63%
2019 3.646.638 27.05%
2020 15.006.711 75.7%
2020 3.408.769 -340.24%
2021 5.139.272 33.67%
2022 6.134.402 16.22%
2023 6.100.062 -0.56%
2024 0 0%

EBITDA stands for Earnings Before Interest, Taxes, Depreciation, and Amortization. It is a measure that helps stock investors analyze a company's profitability by looking at its earnings without considering certain expenses. This helps to get a clearer picture of the company's financial performance and its ability to generate cash flow.

Sequoia Financial Group Limited EBITDA
Year EBITDA Growth
1998 -137.000
1999 0 0%
2000 1.249.000 100%
2002 -4.726.000 126.43%
2003 513.314 1020.68%
2004 -260.808 296.82%
2005 -136.486 -91.09%
2006 -14.325 -852.78%
2007 -57.134 74.93%
2008 -746.990 92.35%
2009 -497.178 -50.25%
2010 -249.658 -99.14%
2011 -127.660 -95.56%
2012 -1.541.152 91.72%
2013 -1.405.198 -9.68%
2014 -1.134.378 -23.87%
2015 -3.121.430 63.66%
2016 4.664 67026.03%
2017 -13.409 134.78%
2018 40.156 133.39%
2019 -128.975 131.13%
2020 4.709.833 102.74%
2020 4.825.700 2.4%
2021 11.197.060 56.9%
2022 9.779.190 -14.5%
2023 4.610.290 -112.12%
2024 4.323.348 -6.64%

Gross profit is the money a company makes from selling its products or services after subtracting the cost of producing or providing them, and it is an important measure for investors to understand a company's profitability.

Sequoia Financial Group Limited Gross Profit
Year Gross Profit Growth
1998 0
1999 0 0%
2000 0 0%
2002 1.543.000 100%
2003 390.995 -294.63%
2004 0 0%
2005 0 0%
2006 2.157.781 100%
2007 3.966.773 45.6%
2008 5.081.461 21.94%
2009 6.479.644 21.58%
2010 6.060.935 -6.91%
2011 6.728.842 9.93%
2012 7.804.857 13.79%
2013 5.788.308 -34.84%
2014 6.266.263 7.63%
2015 2.522.991 -148.37%
2016 379.582 -564.68%
2017 -59.521 737.73%
2018 390.523 115.24%
2019 8.896.941 95.61%
2020 83.052.786 89.29%
2020 20.056.295 -314.1%
2021 31.009.958 35.32%
2022 29.186.650 -6.25%
2023 23.638.423 -23.47%
2024 58.525.816 59.61%

Net income in stock investing is like the money a company actually gets to keep as profit after paying all its bills, and it's an important measure to understand how well a company is doing financially.

Sequoia Financial Group Limited Net Profit
Year Net Profit Growth
1998 -70.000
1999 0 0%
2000 0 0%
2002 -6.434.000 100%
2003 -198.526 -3140.89%
2004 -250.594 20.78%
2005 -157.065 -59.55%
2006 -86.031 -82.57%
2007 -8.982.197 99.04%
2008 -7.582.224 -18.46%
2009 -544.379 -1292.82%
2010 -345.052 -57.77%
2011 -1.288.793 73.23%
2012 -2.892.244 55.44%
2013 -1.552.120 -86.34%
2014 -1.260.395 -23.15%
2015 -17.974.212 92.99%
2016 320.397 5709.98%
2017 709.799 54.86%
2018 2.310.985 69.29%
2019 -1.001.368 330.78%
2020 1.932.474 151.82%
2020 1.932.474 0%
2021 5.548.262 65.17%
2022 5.714.296 2.91%
2023 -2.630.431 317.24%
2024 521.009.464 100.5%

EPS, or earnings per share, is a measure that shows how much profit a company has earned for each outstanding share of its stock, and it is important for stock investors as it helps understand the profitability of a company and compare it with other companies in the market.

Sequoia Financial Group Limited Earning per Share (EPS)
Year Earning per Share (EPS) Growth
1998 -405
1999 0 0%
2000 0 0%
2002 -16.668 100%
2003 -19 -92500%
2004 -21 10%
2005 -12 -66.67%
2006 0 0%
2007 -6 100%
2008 -3 -66.67%
2009 0 0%
2010 0 0%
2011 0 0%
2012 -1 0%
2013 0 0%
2014 0 0%
2015 -40 100%
2016 0 0%
2017 0 0%
2018 0 0%
2019 0 0%
2020 0 0%
2020 0 0%
2021 0 0%
2022 0 0%
2023 0 0%
2024 4 100%

Cashflow Statements

Cashflow statements show the movement of money in and out of a company, helping stock investors understand how much money a company makes and spends. By examining cashflow statements, investors can assess if a company is generating enough cash to pay its bills, invest in growth, and provide returns to stockholders.

Free cash flow is the leftover cash that a company generates after covering its operating expenses and capital expenditures, which is important for stock investors as it shows how much money a company has available to invest in growth, pay dividends, or reduce debt.

Sequoia Financial Group Limited Free Cashflow
Year Free Cashflow Growth
1999 -18.000
2000 -963.000 98.13%
2002 -2.000 -48050%
2003 0 0%
2004 0 0%
2005 0 0%
2006 -14.096 100%
2007 -131.972 89.32%
2008 -346.244 61.88%
2009 -252.241 -37.27%
2010 -835.105 69.8%
2011 -573.114 -45.71%
2012 -119.546 -379.41%
2013 0 0%
2014 -127.521 100%
2015 -1.898.158 93.28%
2016 -369.672 -413.47%
2017 5.608.845 106.59%
2018 7.695.446 27.11%
2019 -567.982 1454.87%
2020 6.593.125 108.61%
2020 -350.711 1979.94%
2021 14.028.187 102.5%
2022 9.165.114 -53.06%
2023 -6.021.782 252.2%
2024 3.235.852 286.1%

Operating cash flow represents the cash generated or consumed by a company's day-to-day operations, excluding external investing or financing activities, and is crucial for stock investors as it shows how much cash a company is generating from its core business operations.

Sequoia Financial Group Limited Operating Cashflow
Year Operating Cashflow Growth
1999 0
2000 0 0%
2002 0 0%
2003 0 0%
2004 0 0%
2005 0 0%
2006 0 0%
2007 0 0%
2008 0 0%
2009 0 0%
2010 0 0%
2011 0 0%
2012 0 0%
2013 0 0%
2014 0 0%
2015 -1.761.525 100%
2016 -248.798 -608.01%
2017 5.837.865 104.26%
2018 8.871.383 34.19%
2019 186.382 -4659.79%
2020 7.995.968 97.67%
2020 0 0%
2021 16.727.186 100%
2022 9.540.525 -75.33%
2023 -5.592.899 270.58%
2024 3.577.710 256.33%

Capex, short for capital expenditures, refers to the money a company spends on acquiring or upgrading tangible assets like buildings, equipment, or technology, which is important for stock investors as it indicates how much a company is investing in its infrastructure to support future growth and profitability.

Sequoia Financial Group Limited Capital Expenditure
Year Capital Expenditure Growth
1999 18.000
2000 963.000 98.13%
2002 2.000 -48050%
2003 0 0%
2004 0 0%
2005 0 0%
2006 14.096 100%
2007 131.972 89.32%
2008 346.244 61.88%
2009 252.241 -37.27%
2010 835.105 69.8%
2011 573.114 -45.71%
2012 119.546 -379.41%
2013 0 0%
2014 127.521 100%
2015 136.633 6.67%
2016 120.874 -13.04%
2017 229.020 47.22%
2018 1.175.937 80.52%
2019 754.364 -55.88%
2020 1.402.843 46.23%
2020 350.711 -300%
2021 2.698.999 87.01%
2022 375.411 -618.95%
2023 428.883 12.47%
2024 341.858 -25.46%

Balance Sheet

Balance sheets provide a snapshot of a company's financial health and its assets (such as cash, inventory, and property) and liabilities (like debts and obligations) at a specific point in time. For stock investors, balance sheets help assess the company's overall worth and evaluate its ability to meet financial obligations and support future growth.

Equity refers to the ownership interest or stake that shareholders have in a company, representing their claim on its assets and earnings after all debts and liabilities are paid.

Sequoia Financial Group Limited Equity
Year Equity Growth
1998 0
1999 0 0%
2000 24.278.000 100%
2002 -1.688.611 1537.75%
2003 -1.118.876 -50.92%
2004 -1.379.070 18.87%
2005 -1.536.135 10.22%
2006 1.906.540 180.57%
2007 10.191.383 81.29%
2008 2.553.585 -299.1%
2009 2.052.689 -24.4%
2010 2.991.005 31.37%
2011 2.922.087 -2.36%
2012 125.081 -2236.16%
2013 5.148 -2329.7%
2014 -262.527 101.96%
2015 6.654.800 103.94%
2016 9.295.269 28.41%
2017 10.202.080 8.89%
2018 27.764.172 63.25%
2019 31.172.688 10.93%
2020 33.238.582 6.22%
2021 41.117.459 19.16%
2022 48.375.290 15%
2023 43.042.196 -12.39%
2024 56.675.105 24.05%

Assets represent the valuable resources that a company owns, such as cash, inventory, property, and equipment, and understanding a company's assets helps investors assess its value and potential for generating future profits.

Sequoia Financial Group Limited Assets
Year Assets Growth
1998 0
1999 0 0%
2000 27.174.000 100%
2002 1.692.467 -1505.59%
2003 429.265 -294.27%
2004 137.718 -211.7%
2005 480.280 71.33%
2006 2.411.304 80.08%
2007 13.009.353 81.46%
2008 4.315.058 -201.49%
2009 3.976.595 -8.51%
2010 4.550.975 12.62%
2011 4.758.304 4.36%
2012 2.903.327 -63.89%
2013 2.807.620 -3.41%
2014 3.002.185 6.48%
2015 34.495.518 91.3%
2016 28.432.795 -21.32%
2017 65.107.279 56.33%
2018 114.542.265 43.16%
2019 96.889.530 -18.22%
2020 101.281.279 4.34%
2021 142.411.108 28.88%
2022 135.851.262 -4.83%
2023 135.735.983 -0.08%
2024 79.389.074 -70.98%

Liabilities refer to the financial obligations or debts that a company owes to creditors or external parties, and understanding a company's liabilities is important for investors as it helps assess the company's financial risk and ability to meet its obligations.

Sequoia Financial Group Limited Liabilities
Year Liabilities Growth
1998 0
1999 0 0%
2000 2.896.000 100%
2002 3.381.078 14.35%
2003 1.548.141 -118.4%
2004 1.516.788 -2.07%
2005 2.016.415 24.78%
2006 504.764 -299.48%
2007 2.817.970 82.09%
2008 1.761.473 -59.98%
2009 1.923.906 8.44%
2010 1.559.970 -23.33%
2011 1.836.217 15.04%
2012 2.778.246 33.91%
2013 2.802.472 0.86%
2014 3.264.712 14.16%
2015 27.840.718 88.27%
2016 19.137.525 -45.48%
2017 54.905.199 65.14%
2018 86.778.093 36.73%
2019 65.716.842 -32.05%
2020 68.042.697 3.42%
2021 101.293.649 32.83%
2022 87.475.972 -15.8%
2023 92.693.787 5.63%
2024 22.713.969 -308.09%

Sequoia Financial Group Limited Financial Ratio (TTM)

Valuation Metrics

Revenue per Share
0.94
Net Income per Share
1
Price to Earning Ratio
0.38x
Price To Sales Ratio
0.38x
POCF Ratio
-10.43
PFCF Ratio
-8.93
Price to Book Ratio
0.89
EV to Sales
0.25
EV Over EBITDA
7.42
EV to Operating CashFlow
-6.45
EV to FreeCashFlow
-5.88
Earnings Yield
2.62
FreeCashFlow Yield
-0.11
Market Cap
0,05 Bil.
Enterprise Value
0,03 Bil.
Graham Number
3.1
Graham NetNet
0.13

Income Statement Metrics

Net Income per Share
1
Income Quality
1.53
ROE
2.19
Return On Assets
1.66
Return On Capital Employed
-0.06
Net Income per EBT
64.85
EBT Per Ebit
-0.59
Ebit per Revenue
-0.03
Effective Tax Rate
0.29

Margins

Sales, General, & Administrative to Revenue
0.02
Research & Developement to Revenue
0.01
Stock Based Compensation to Revenue
0
Gross Profit Margin
0.21
Operating Profit Margin
-0.03
Pretax Profit Margin
0.02
Net Profit Margin
1.06

Dividends

Dividend Yield
0.12
Dividend Yield %
11.84
Payout Ratio
0.06
Dividend Per Share
0.05

Operating Metrics

Operating Cashflow per Share
-0.04
Free CashFlow per Share
-0.04
Capex to Operating CashFlow
-0.1
Capex to Revenue
0
Capex to Depreciation
0.12
Return on Invested Capital
-0.04
Return on Tangible Assets
2.43
Days Sales Outstanding
26.12
Days Payables Outstanding
2.06
Days of Inventory on Hand
79.14
Receivables Turnover
13.97
Payables Turnover
177.61
Inventory Turnover
4.61
Capex per Share
0

Balance Sheet

Cash per Share
0,17
Book Value per Share
0,43
Tangible Book Value per Share
0.24
Shareholders Equity per Share
0.43
Interest Debt per Share
0.01
Debt to Equity
0.01
Debt to Assets
0.01
Net Debt to EBITDA
-3.85
Current Ratio
2.12
Tangible Asset Value
0,03 Bil.
Net Current Asset Value
0,02 Bil.
Invested Capital
45802968
Working Capital
0,02 Bil.
Intangibles to Total Assets
0.32
Average Receivables
0,01 Bil.
Average Payables
0,00 Bil.
Average Inventory
10660606
Debt to Market Cap
0.01

Dividends

Dividends in stock investing are like rewards that companies give to their shareholders. They are a portion of the company's profits distributed to investors, typically in the form of cash payments, as a way for them to share in the company's success.

Sequoia Financial Group Limited Dividends
Year Dividends Growth
2018 0
2020 0 0%
2021 0 0%
2022 0 0%
2023 0 0%
2024 0 0%

Sequoia Financial Group Limited Profile

About Sequoia Financial Group Limited

Sequoia Financial Group Limited, an integrated financial services company, provides financial products and services to retail and wholesale clients, and third-party professional service firms primarily in Australia. It operates through Sequoia Licensees Services Group, Sequoia Professional Services Group, Sequoia Equity Markets Group, and Sequoia Direct Investment Group segments. The company provides licensing and support services, and merger and acquisitions corporate advice to accountants, financial planners, mortgage brokers, insurance advisers, equity market advisers, investment professionals, and corporate advisory business units; and offers compliance, marketing, coaching, education, research, and technical support services. It also provides self-managed super fund administration, general insurance broking, legal document establishment, and company secretarial services to financial planners, licensed advisers, accountants, and lawyers. In addition, the company offers stockbroking and specialized investment solutions to third party institutional and adviser networks. Further, it provides a range of media services, and research and general advice to investors; and news, research, and data on managed funds, direct shares and bonds. The company was formerly known as MDS Financial Group Limited and changed its name to Sequoia Financial Group Limited in December 2015. Sequoia Financial Group Limited is headquartered in Sydney, Australia.

CEO
Mr. Garry Peter Crole
Employee
17
Address
7 Macquarie Place
Sydney, 2000

Sequoia Financial Group Limited Executives & BODs

Sequoia Financial Group Limited Executives & BODs
# Name Age
1 Mr. Craig Bradley Foley
Chief Information Officer
70
2 Ms. Annelise Waterfall McCauley CFP, CFP
Executive Vice President & Chief Client Experience Officer
70
3 Mark Hutchison
Additional Senior Compliance Manager
70
4 Ms. Sally McDow AGIA, L.L.B., M.B.A.
Joint Company Secretary
70
5 Ms. Lizzie Tan
Chief Financial Officer & Chief Operating Officer
70
6 Mr. Kevin Nicholas Tichnell CFP, CFP
Chief Strategy & Acquisitions Officer
70
7 Mr. Garry Peter Crole
MD, Chief Executive Officer & Executive Director
70
8 Mr. Justin Harding
Head of Legal & Risk
70

Sequoia Financial Group Limited Competitors