Group 1: Netwealth Group Ltd (NWL) - NWL share price has increased by 14.0% since the start of 2025, with over 140,000 account holders and $88 billion in funds under administration as of 2024, establishing it as a major player in the wealth management software industry [1] - The company's competitive advantage lies in its scale and user-friendly online platform, allowing users to manage investments, track performance, and access reports through a central dashboard [2] - NWL shares currently have a price-sales ratio of 31.29x, above its 5-year average of 23.72x, indicating that shares are trading higher than historical averages despite revenue growth over the last 3 years [6] Group 2: Mineral Resources Limited (MIN) - MIN is a diversified mining company focused on lithium and iron ore extraction in Western Australia, also providing mining and engineering services through its subsidiary, CSI Mining Services [3] - The company differentiates itself from competitors with in-house engineering and construction capabilities, allowing for greater control and flexibility in product development [4] - MIN shares are currently trading at a price-sales ratio of 1.59x, which is lower than its 5-year average of 3.02x, suggesting potential undervaluation compared to historical performance [7]

Group 1: Company Overview - ResMed, founded in 1989, specializes in medical equipment for treating obstructive sleep apnea and is headquartered in San Diego, California [2] - The company operates in over 140 countries with more than 10,000 employees and has two main business units: Sleep and Respiratory Care, and Software as a Service (SaaS) [3] - Netwealth is a wealth management software business with over 140,000 account holders and $88 billion in funds under administration as of 2024 [5] Group 2: Business Operations - ResMed provides cloud-connectable CPAP machines and ventilation solutions, while its SaaS unit supports durable medical equipment for out-of-hospital care [3][4] - Netwealth offers a user-friendly online platform that allows users to manage investments, track performance, and access financial reports [6] Group 3: Financial Performance - ResMed's revenue has grown at a rate of 13.6% per year since 2021, reaching $4,685 million in FY24, with net profit increasing from $475 million to $1,021 million [8] - Netwealth has seen a revenue growth rate of 20.8% per year over the last three years, hitting $255 million in FY24, while net profit rose from $54 million to $83 million [8] - ResMed's return on equity (ROE) is reported at 22.7%, while Netwealth's ROE stands at 62.3% [8]

Group 1: Netwealth Group Ltd (NWL) - NWL share price has increased by 8.5% since the beginning of 2025 [1] - As of 2024, Netwealth has over 140,000 account holders and manages over $88 billion in funds under administration (FUA) [2] - NWL has achieved a revenue growth rate of 20.8% per year since 2021, reaching $255 million in FY24, with net profit increasing from $54 million to $83 million [6] - The return on equity (ROE) for NWL is reported at 62.3% [6] Group 2: Mineral Resources Ltd (MIN) - MIN share price is currently 28.8% below its 52-week high [1] - Mineral Resources is a diversified mining company focused on lithium and iron ore extraction in Western Australia [3] - MIN has increased its revenue at a rate of 12.2% per year over the last three years, reaching $5,278 million in FY24, but net profit has decreased from $1,270 million to $125 million [6] - The ROE for MIN is reported at 3.2% [6] - MIN differentiates itself by maintaining in-house engineering and construction capabilities, allowing for greater control and flexibility in product development [4]