SelfWealth Limited - Asset Resilience Ratio

Latest as of December 2022: 73.42%

SelfWealth Limited (SWF) has an Asset Resilience Ratio of 73.42% as of December 2022. The Asset Resilience Ratio measures the percentage of a company's total assets that are held in liquid form (cash and short-term investments). This metric indicates how well-positioned the company is to handle unexpected financial challenges, economic downturns, or strategic opportunities without requiring external financing. See how liquid is SelfWealth Limited's working capital to evaluate short-term liquidity relative to the company's equity base.

Liquid Assets

AU$10.80 Million
≈ $7.64 Million USD Cash + Short-term Investments

Total Assets

AU$14.71 Million
≈ $10.41 Million USD All company assets

Resilience Assessment

Very High
Financial Resilience Level

Asset Resilience Ratio Trend (2017–2023)

This chart shows how SelfWealth Limited's Asset Resilience Ratio has changed over time. For the complete balance sheet picture, see SelfWealth Limited total assets.

Liquid Assets Composition Over Time

This chart breaks down SelfWealth Limited's liquid assets into cash & equivalents and short-term investments, showing how the composition has evolved over time. Explore SelfWealth Limited strategic investment ratio to see how much of total assets are deployed in long-term investments.

Current Liquid Assets Breakdown

Component Amount % of Total Assets
Cash & Equivalents AU$10.80 Million 73.42%
Short-term Investments AU$0.00 0%
Total Liquid Assets AU$10.80 Million 73.42%

Asset Resilience Insights

  • Very High Liquidity: SelfWealth Limited maintains exceptional liquid asset reserves at 73.42% of total assets.
  • This level provides strong protection against economic uncertainties but may indicate potential for more aggressive growth investments.
  • The company primarily holds liquidity in cash and equivalents rather than short-term investments.

SelfWealth Limited Industry Peers by Asset Resilience Ratio

Compare SelfWealth Limited's asset resilience ratio with other companies in the same industry.

Company Industry Asset Resilience Ratio
Everbright Securities Co Ltd
SHG:601788
Capital Markets 22.67%
Changjiang Securities Co Ltd
SHE:000783
Capital Markets 19.18%
Yongan Futures Co.Ltd.
SHG:600927
Capital Markets 14.75%
Shinyoung Securities Co. Ltd.
KO:001720
Capital Markets 0.00%
Bell Financial Group Ltd
AU:BFG
Capital Markets 0.32%
NAU IB Capital
KQ:293580
Capital Markets 8.70%
OVB Holding AG
XETRA:O4B
Capital Markets 21.36%
COG Financial Services Ltd
AU:COG
Capital Markets 16.35%

Annual Asset Resilience Ratio for SelfWealth Limited (2017–2023)

The table below shows the annual Asset Resilience Ratio data for SelfWealth Limited.

Year Asset Resilience Ratio (%) Liquid Assets Total Assets Change
2023-06-30 67.58% AU$10.00 Million
≈ $7.08 Million
AU$14.80 Million
≈ $10.47 Million
+11.21pp
2022-06-30 56.37% AU$9.50 Million
≈ $6.72 Million
AU$16.85 Million
≈ $11.92 Million
--
2017-06-30 0.00% AU$0.00
≈ $0.00
AU$9.37 Million
≈ $6.63 Million
--
pp = percentage points

About SelfWealth Limited

AU:SWF Australia Capital Markets
Market Cap
$45.34 Million
AU$64.08 Million AUD
Market Cap Rank
#22359 Global
#797 in Australia
Share Price
AU$0.28
Change (1 day)
+0.00%
52-Week Range
AU$0.28 - AU$0.28
All Time High
AU$0.80
About

SelfWealth Limited engages in online share trading services on the Australian, the United States, and Hong Kong stock exchanges. The company provides a various account, such as individual companies, trusts, SMSF, minor and joint accounts, as well as supports retail investor community. It offers flat-fee securities brokerage services. SelfWealth Limited was incorporated in 2011 and is based in Mel… Read more