Subscribe

Euroz Hartleys Group Limited (EZL.AX)

AUD1.36 -0.02 (-1.45%)
AU ASX Financial Services Asset Management
Address Alluvion 6000
Perth, WA, AU
CEO Andrew William McKenzie
Website euroz.com
IPO 1988-01-28
ISIN AU000000EZL9

Explore sections of this company profile

Description

Established in Perth, Australia, in 1961, Euroz Hartleys Group Limited is a diversified financial services firm, known as Euroz Limited until its name change in November 2021. The company delivers a broad spectrum of financial solutions, including stockbroking, corporate finance, fund management, investment services, and financial and wealth advisory, primarily catering to private, institutional, and corporate clients throughout Australia. Its operations are structured across Retail, Wholesale, and Funds Management segments. Among its extensive services, the group provides equities research, institutional dealing, and private wealth management. Additionally, it offers corporate advisory on equity capital raising initiatives such as initial public offerings, placements, and rights issues, as well as underwriting, mergers and acquisitions, strategic planning, privatization, and corporate restructurings. Clients also benefit from strategic investment and superannuation advice, along with comprehensive investment management and portfolio administration services.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
Loading outlook…
Loading forecast...
Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
Loading risk profile…
Price Chart
Averages
Trend
Price
Levels
Draw
AUD1.36 -0.02 (-1.45%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
73.4K
Beta
0.33
Float Shares
96.40M
Free Float %
62.0%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+2.23% +2.23% +2.23% -20.49% +11.17% -2.97% +30.86% +0.44% -40.36% +19.00% +296.66%
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
vs.
Loading histogram data…

Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
1.36
DCF (Unlevered) 5.65 +316.9%
DCF (Levered) 6.65 +390.7%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM)
Rating 2024-11 Change
Strong Buy 0 0
Buy 0 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
3.59
Safe zone
Piotroski F-Score
7 / 9
Strong
MOAT Score
5 / 10
Developing
Composite Rating
A
Overall Score
4 / 5
High
DCF Score
5 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
3 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Asset Management: +17.4%
    +9.6% Q4'25: +102.9% (vs Q4'23)
  • EPS growth Asset Management: +22.7%
    +87.4% Q4'25: +1,236.5% (vs Q4'23)
  • FCF margin FCF growth · Asset Management: +27.7%
    +11.6% Q4'25: +16.5% (vs Q4'23)
  • EBIT margin Asset Management: +50.6%
    +16.5% Q4'25: +25.3% (vs Q4'23)
  • ROIC Asset Management: +6.5%
    +118.8% Q4'25: +228.1% (vs Q4'23)
  • Share dilution Asset Management: +0.0%
    +0.0% Q4'25: -0.4% (vs Q4'23)
  • Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×
    0.71× Q4'25: 0.28× (vs Q4'23)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.33) × ERP
WACC = 94% × Ke + 6% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 5.65 Current price: 1.36
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-29 A 4/5 5/5 5/5 5/5 3/5 3/5 2/5
2026-05-28 A 4/5 5/5 5/5 5/5 3/5 3/5 2/5
2026-05-27 A 4/5 5/5 5/5 5/5 3/5 3/5 2/5
2026-05-26 A 4/5 5/5 5/5 5/5 3/5 3/5 2/5
2026-05-25 A 4/5 5/5 5/5 5/5 3/5 3/5 2/5
2026-05-22 A 4/5 5/5 5/5 5/5 3/5 3/5 2/5
2026-05-21 A 4/5 5/5 5/5 5/5 3/5 3/5 2/5
2026-05-20 A 4/5 5/5 5/5 5/5 3/5 3/5 2/5
2026-05-19 A 4/5 5/5 5/5 5/5 3/5 3/5 2/5
2026-05-18 A 4/5 5/5 5/5 5/5 3/5 3/5 2/5
2026-05-15 A 4/5 5/5 5/5 5/5 3/5 3/5 2/5
2026-05-14 A 4/5 5/5 5/5 5/5 3/5 3/5 2/5
2026-05-13 A 4/5 5/5 5/5 5/5 3/5 3/5 2/5
2026-05-12 A 4/5 5/5 5/5 5/5 3/5 3/5 2/5
2026-05-11 A 4/5 5/5 5/5 5/5 3/5 3/5 2/5
2026-05-08 A 4/5 5/5 5/5 5/5 3/5 3/5 2/5
2026-05-07 A 4/5 5/5 5/5 5/5 3/5 3/5 2/5
2026-05-06 A 4/5 5/5 5/5 5/5 3/5 3/5 2/5
2026-05-05 A 4/5 5/5 5/5 5/5 3/5 3/5 2/5
2026-05-04 A 4/5 5/5 5/5 5/5 3/5 3/5 2/5
2026-05-01 A 4/5 5/5 5/5 5/5 2/5 3/5 2/5
2026-04-30 A 4/5 5/5 5/5 5/5 2/5 3/5 2/5
2026-04-29 A 4/5 5/5 5/5 5/5 2/5 3/5 2/5
2026-04-28 A 4/5 5/5 5/5 5/5 2/5 3/5 2/5
2026-04-27 A 4/5 5/5 5/5 5/5 2/5 3/5 2/5
2026-04-24 A 4/5 5/5 5/5 5/5 2/5 3/5 2/5
2026-04-23 A 4/5 5/5 5/5 5/5 2/5 3/5 2/5
2026-04-22 A 4/5 5/5 5/5 5/5 2/5 3/5 2/5
2026-04-21 A 4/5 5/5 5/5 5/5 2/5 3/5 2/5
2026-04-20 A 4/5 5/5 5/5 5/5 2/5 3/5 2/5
2026-04-17 A 4/5 5/5 5/5 5/5 2/5 3/5 2/5
2026-04-16 A 4/5 5/5 5/5 5/5 2/5 3/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
68.55M
OE per share TTM
0.42
Owner's Yield
38.33%
Maintenance CapEx ratio
20.82%
Maint CapEx / Avg PPE
7.6%

Ownership Overview

Ownership breakdown

Ownership breakdown not available.

At a glance
Institutional holders
Total invested
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend

Institutional history not available.

Top institutional holders

Top holders not available.

ETF Ownership

Top ETFs holding this stock Held by 4 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Dimensional - International Small Cap Value ETF DISV 0.00% 10.3K 0.42%
2 Dimensional - International Vector Equity ETF DXIV 0.00% 162.25 0.53%
3 Dimensional - International Core Equity 2 ETF DFIC 0.00% 163.98 0.22%
4 Dimensional - International Core Equity Market ETF DFAI 0.00% 0.18%

Insider Activity

Insider Activity — Latest Quarter

No insider activity available.

Insider buys vs sells (history)

Insider history not available.

Recent insider transactions

No recent insider transactions.

Executive team

Top executives
EBIT / Employee
87.8K
Shares Outstanding
155.57M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings

No SEC filings available for this company yet.

Executive team

NameTitleCompensationGender
Timothy Bunney MD, Head of Institutional Sales & Director 1M male
Andrew William McKenzie Executive Chairman 1M male
Anthony Mark Brittain Chief Operating & Financial Officer 658.8K male
Anthony David Hewett FCSA FGIA MBusLaw MSAA Group Company Secretary male
Dolly Lim Financial Controller female
ESG Score History

No data available for this company.

Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

Share your view on this stock and instantly see how the community has voted over the last 6 months.

These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits