Fundamental Analysis of PRESTIGE WEALTH INC(NASDAQ:PWM) stock

Fundamental Rating

Overall PWM gets a fundamental rating of 3 out of 10. We evaluated PWM against 220 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.

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1. Profitability

1.1 Basic Checks

In the past year PWM has reported negative net income.

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

Looking at the Return On Assets, with a value of -15.09%, PWM is doing worse than 93.55% of the companies in the same industry.

PWM has a worse Return On Equity (-16.75%) than 84.79% 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

PWM has a better Gross Margin (100.00%) than 100.00% of its industry peers.

PWM's Gross Margin has been stable in the last couple of years.

PWM does not have Profit Margin and Operating Margin available, so we won't be analyzing them here.

		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

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ROA

ROE

ROIC

Operating and Profit Margin

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2. Health

2.1 Basic Checks

Compared to 1 year ago, PWM has more shares outstanding

PWM has more shares outstanding than it did 5 years ago.

PWM has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the industry.

2.2 Solvency

An Altman-Z score of 14.94 indicates that PWM is not in any danger for bankruptcy at the moment.

PWM has a Altman-Z score of 14.94. This is amongst the best in the industry. PWM outperforms 98.62% of its industry peers.

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.

		Industry Rank	Sector Rank
Debt/Equity	0
Debt/FCF	N/A
Altman-Z	14.94

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.

With an excellent Current ratio value of 12.79, PWM belongs to the best of the industry, outperforming 95.39% of the companies in the same industry.

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 has a Quick ratio of 12.79. This is amongst the best in the industry. PWM outperforms 95.39% of its industry peers.

		Industry Rank	Sector Rank
Current Ratio	12.79
Quick Ratio	12.79

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WACC

Debt/Equity

How to determine the health of a company

Altman-Z score

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3. Growth

3.1 Past

The earnings per share for PWM have decreased strongly by -147.73% in the last year.

Looking at the last year, PWM shows a very negative growth in Revenue. The Revenue has decreased by -91.02% in the last year.

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.

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Find the best growth stocks

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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

More info and screens

Show best valued peers

5. Dividend

5.1 Amount

No dividends for PWM!.

		Industry Rank	Sector Rank
Dividend Yield	N/A

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PRESTIGE WEALTH INC

NASDAQ:PWM (12/18/2024, 4:30:01 PM)

After market: 1.36 -0.02 (-1.45%)

1.38

-0.07 (-4.83%)

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 Cap14.70M

Analysts

Price Target

Short Float %

Short Ratio

Dividend

		Industry Rank	Sector Rank
Dividend Yield	N/A

Dividend Growth(5Y)

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)

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

PRESTIGE WEALTH INC (PWM)

1. Profitability

1.1 Basic Checks

1.2 Ratios

1.3 Margins

More info and screens

2. Health

2.1 Basic Checks

2.2 Solvency

2.3 Liquidity

More info and screens

3. Growth

3.1 Past

3.2 Future

3.3 Evolution

More info and screens

4. Valuation

4.1 Price/Earnings Ratio

4.2 Price Multiples

4.3 Compensation for Growth

More info and screens

5. Dividend

5.1 Amount

More info and screens