PRESTIGE WEALTH INC (PWM)
KYG7244A1195 - Common Stock
PWM gets a fundamental rating of 3 out of 10. The analysis compared the fundamentals against 218 industry peers in the Capital Markets industry. PWM has a great financial health rating, but its profitability evaluates not so good. PWM has a expensive valuation and it also scores bad on growth.
1. Profitability
1.1 Basic Checks
PWM had negative earnings in the past year.
In the past year PWM has reported a negative cash flow from operations.
Of the past 5 years PWM 4 years were profitable.
Of the past 5 years PWM 4 years had a positive operating cash flow.
1.2 Ratios
PWM has a Return On Assets of -15.09%. This is amonst the worse of the industry: PWM underperforms 93.95% of its industry peers.
PWM has a Return On Equity of -16.75%. This is amonst the worse of the industry: PWM underperforms 85.12% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | -15.09% | ||
| ROE | -16.75% | ||
| ROIC | N/A |
ROA(3y)16.74%
ROA(5y)15.68%
ROE(3y)18.66%
ROE(5y)18.26%
ROIC(3y)N/A
ROIC(5y)N/A
1.3 Margins
The Gross Margin of PWM (100.00%) is better than 100.00% of its industry peers.
PWM's Gross Margin has been stable in the last couple of years.
The Profit Margin and Operating Margin are not available for PWM so they could not be analyzed.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | N/A | ||
| PM (TTM) | N/A | ||
| GM | 100% |
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y0%
GM growth 5YN/A
2. Health
2.1 Basic Checks
The number of shares outstanding for PWM has been increased compared to 1 year ago.
PWM has more shares outstanding than it did 5 years ago.
There is no outstanding debt for PWM. This means it has a Debt/Equity and Debt/FCF ratio of 0 and it is amongst the best of the sector and industry.
2.2 Solvency
An Altman-Z score of 11.93 indicates that PWM is not in any danger for bankruptcy at the moment.
With an excellent Altman-Z score value of 11.93, PWM belongs to the best of the industry, outperforming 96.74% of the companies in the same industry.
PWM has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0 | ||
| Debt/FCF | N/A | ||
| Altman-Z | 11.93 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
A Current Ratio of 12.79 indicates that PWM has no problem at all paying its short term obligations.
PWM has a better Current ratio (12.79) than 95.35% of its industry peers.
PWM has a Quick Ratio of 12.79. This indicates that PWM is financially healthy and has no problem in meeting its short term obligations.
PWM's Quick ratio of 12.79 is amongst the best of the industry. PWM outperforms 95.35% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 12.79 | ||
| Quick Ratio | 12.79 |
3. Growth
3.1 Past
The earnings per share for PWM have decreased strongly by -147.73% in the last year.
The Revenue for PWM has decreased by -91.02% in the past year. This is quite bad
PWM shows a very negative growth in Revenue. Measured over the last years, the Revenue has been decreasing by -37.89% yearly.
EPS 1Y (TTM)-147.73%
EPS 3YN/A
EPS 5YN/A
EPS Q2Q%-213.15%
Revenue 1Y (TTM)-91.02%
Revenue growth 3Y-48.56%
Revenue growth 5Y-37.89%
Sales Q2Q%-110.37%
3.2 Future
No EPS estimates are available, so we could not analyze the future EPS growth and evolution.
No Revenue estimates are available, so we could not analyze the future revenue growth and evolution.
EPS Next YN/A
EPS Next 2YN/A
EPS Next 3YN/A
EPS Next 5YN/A
Revenue Next YearN/A
Revenue Next 2YN/A
Revenue Next 3YN/A
Revenue Next 5YN/A
3.3 Evolution
No EPS estimates are available, so we could not analyze the future EPS growth and evolution.
No Revenue estimates are available, so we could not analyze the future revenue growth and evolution.
4. Valuation
4.1 Price/Earnings Ratio
The Price/Earnings Ratio is negative for PWM. In the last year negative earnings were reported.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | N/A | ||
| Fwd PE | N/A |
4.2 Price Multiples
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | N/A | ||
| EV/EBITDA | N/A |
4.3 Compensation for Growth
PEG (NY)N/A
PEG (5Y)N/A
EPS Next 2YN/A
EPS Next 3YN/A
5. Dividend
5.1 Amount
PWM does not give a dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | N/A |
PRESTIGE WEALTH INC
NASDAQ:PWM (11/15/2024, 8:00:00 PM)
After market: 1.1 -0.03 (-2.65%)1.13
-0.08 (-6.22%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)
Earnings (Next)
Inst Owners
Inst Owner Change
Ins Owners
Ins Owner Change
Market Cap12.03M
Analysts
Price Target
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | N/A |
Dividend Growth(5Y)
DP
Div Incr Years
Div Non Decr Years
Ex-Date
Surprises & Revisions
EPS beat(2)
Avg EPS beat(2)
Min EPS beat(2)
Max EPS beat(2)
EPS beat(4)
Avg EPS beat(4)
Min EPS beat(4)
Max EPS beat(4)
EPS beat(8)
Avg EPS beat(8)
EPS beat(12)
Avg EPS beat(12)
EPS beat(16)
Avg EPS beat(16)
Revenue beat(2)
Avg Revenue beat(2)
Min Revenue beat(2)
Max Revenue beat(2)
Revenue beat(4)
Avg Revenue beat(4)
Min Revenue beat(4)
Max Revenue beat(4)
Revenue beat(8)
Avg Revenue beat(8)
Revenue beat(12)
Avg Revenue beat(12)
Revenue beat(16)
Avg Revenue beat(16)
PT rev (1m)
PT rev (3m)
EPS NQ rev (1m)
EPS NQ rev (3m)
EPS NY rev (1m)
EPS NY rev (3m)
Revenue NQ rev (1m)
Revenue NQ rev (3m)
Revenue NY rev (1m)
Revenue NY rev (3m)
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | N/A | ||
| Fwd PE | N/A | ||
| P/S | |||
| P/FCF | |||
| P/OCF | |||
| P/B | |||
| P/tB | |||
| EV/EBITDA |
EPS(TTM)
EY
EPS(NY)
Fwd EY
FCF(TTM)
FCFY
OCF(TTM)
OCFY
SpS
BVpS
TBVpS
PEG (NY)N/A
PEG (5Y)N/A
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | -15.09% | ||
| ROE | -16.75% | ||
| ROCE | |||
| ROIC | |||
| ROICexc | |||
| ROICexgc | |||
| OM | N/A | ||
| PM (TTM) | N/A | ||
| GM | 100% | ||
| FCFM |
ROA(3y)
ROA(5y)
ROE(3y)
ROE(5y)
ROIC(3y)
ROIC(5y)
ROICexc(3y)
ROICexc(5y)
ROICexgc(3y)
ROICexgc(5y)
ROCE(3y)
ROCE(5y)
ROICexcg growth 3Y
ROICexcg growth 5Y
ROICexc growth 3Y
ROICexc growth 5Y
OM growth 3Y
OM growth 5Y
PM growth 3Y
PM growth 5Y
GM growth 3Y
GM growth 5Y
F-Score
Asset Turnover0.05
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0 | ||
| Debt/FCF | |||
| Debt/EBITDA | |||
| Cap/Depr | |||
| Cap/Sales | |||
| Interest Coverage | |||
| Cash Conversion | |||
| Profit Quality | |||
| Current Ratio | 12.79 | ||
| Quick Ratio | 12.79 | ||
| Altman-Z |
F-Score
WACC
ROIC/WACC
Cap/Depr(3y)
Cap/Depr(5y)
Cap/Sales(3y)
Cap/Sales(5y)
Profit Quality(3y)
Profit Quality(5y)
High Growth Momentum
Growth
EPS 1Y (TTM)-147.73%
EPS 3YN/A
EPS 5Y
EPS Q2Q%
EPS Next YN/A
EPS Next 2Y
EPS Next 3Y
EPS Next 5Y
Revenue 1Y (TTM)-91.02%
Revenue growth 3Y-48.56%
Revenue growth 5Y
Sales Q2Q%
Revenue Next Year
Revenue Next 2Y
Revenue Next 3Y
Revenue Next 5Y
EBIT growth 1Y
EBIT growth 3Y
EBIT growth 5Y
EBIT Next Year
EBIT Next 3Y
EBIT Next 5Y
FCF growth 1Y
FCF growth 3Y
FCF growth 5Y
OCF growth 1Y
OCF growth 3Y
OCF growth 5Y