Added to YB: 2026-07-16
Pitch date: 2026-07-13
EZL.AX [bullish]
Euroz Hartleys Group Limited
-1.09%
current return
Author Info
Triple S is a professional special situations investor who shares ideas in their newsletter. Sign up for the newsletter.
Company Info
Euroz Hartleys Group Limited, a diversified financial services company, provides stockbroking, wealth and funds management, and investing services in Australia.
Market Cap
AUD 213.1M
Pitch Price
AUD 1.37
Price Target
N/A
Dividend
4.38%
EV/EBITDA
N/A
P/E
12.63
EV/Sales
N/A
Sector
Capital Markets
Category
special_situation
Euroz Hartleys (ASX: EZL)
EZL.AX: WA's largest private wealth firm selling Capital Markets to BMO for A$145m cash, returning ~A$0.65/share (post-tax) + franking credits. At A$1.35, less A$0.42 NTA & distribution, you get retained debt-free A$5.1bn FUM wealth biz for ~A$45m (~1/3 of A$13.8m H2'25 NPAT). Risk: brokerage rev tied to 4yr BMO alliance may not renew.
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