Logo image of PWM

PRESTIGE WEALTH INC (PWM) Stock Fundamental Analysis

NASDAQ:PWM - Nasdaq - KYG7244A1195 - Common Stock

1.73  +0.25 (+16.89%)

After market: 1.75 +0.02 (+1.16%)

Fundamental Rating

3

PWM gets a fundamental rating of 3 out of 10. The analysis compared the fundamentals against 224 industry peers in the Capital Markets industry. While PWM has a great health rating, there are worries on its profitability. PWM is valued expensive and it does not seem to be growing.


Dividend Valuation Growth Profitability Health

Quickly go to:

2

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.
PWM had positive earnings in 4 of the past 5 years.
PWM had a positive operating cash flow in 4 of the past 5 years.
PWM Yearly Net Income VS EBIT VS OCF VS FCFPWM Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2018 2019 2020 2021 2022 2023 0 1M -1M 2M 3M

1.2 Ratios

PWM has a Return On Assets of -15.09%. This is amonst the worse of the industry: PWM underperforms 94.01% of its industry peers.
Looking at the Return On Equity, with a value of -16.75%, PWM is doing worse than 84.79% of the companies in the same industry.
Industry RankSector 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
PWM Yearly ROA, ROE, ROICPWM Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2018 2019 2020 2021 2022 2023 0 20 40 60 80

1.3 Margins

Looking at the Gross Margin, with a value of 100.00%, PWM belongs to the top of the industry, outperforming 100.00% of the companies in the same industry.
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 RankSector 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
PWM Yearly Profit, Operating, Gross MarginsPWM Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2018 2019 2020 2021 2022 2023 0 -100 -200 -300

More info and screens

8

2. Health

2.1 Basic Checks

Compared to 1 year ago, PWM has more shares outstanding
Compared to 5 years ago, PWM has more shares outstanding
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.
PWM Yearly Shares OutstandingPWM Yearly Shares OutstandingYearly Shares Outstanding 2018 2019 2020 2021 2022 2023 2M 4M 6M 8M
PWM Yearly Total Debt VS Total AssetsPWM Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2018 2019 2020 2021 2022 2023 2M 4M 6M

2.2 Solvency

PWM has an Altman-Z score of 15.22. This indicates that PWM is financially healthy and has little risk of bankruptcy at the moment.
The Altman-Z score of PWM (15.22) is better than 97.70% 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 RankSector Rank
Debt/Equity 0
Debt/FCF N/A
Altman-Z 15.22
ROIC/WACCN/A
WACCN/A
PWM Yearly LT Debt VS Equity VS FCFPWM Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2018 2019 2020 2021 2022 2023 0 2M 4M 6M

2.3 Liquidity

PWM has a Current Ratio of 12.79. This indicates that PWM is financially healthy and has no problem in meeting its short term obligations.
PWM's Current ratio of 12.79 is amongst the best of the industry. PWM outperforms 93.09% of its industry peers.
A Quick Ratio of 12.79 indicates that PWM has no problem at all paying its short term obligations.
The Quick ratio of PWM (12.79) is better than 93.09% of its industry peers.
Industry RankSector Rank
Current Ratio 12.79
Quick Ratio 12.79
PWM Yearly Current Assets VS Current LiabilitesPWM Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2018 2019 2020 2021 2022 2023 2M 4M 6M

More info and screens

0

3. Growth

3.1 Past

PWM shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -147.73%.
Looking at the last year, PWM shows a very negative growth in Revenue. The Revenue has decreased by -91.02% in the last year.
Measured over the past years, PWM shows a very negative growth in Revenue. The Revenue has been decreasing by -37.89% on average per year.
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.
PWM Yearly Revenue VS EstimatesPWM Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2018 2019 2020 2021 2022 2023 1M 2M 3M
PWM Yearly EPS VS EstimatesPWM Yearly EPS VS EstimatesYearly EPS VS Estimates 2018 2019 2020 2021 2022 2023

More info and screens

0

4. Valuation

4.1 Price/Earnings Ratio

PWM reported negative earnings for the last year, which makes the Price/Earnings Ratio negative.
Industry RankSector Rank
PE N/A
Fwd PE N/A
PWM Price Earnings VS Forward Price EarningsPWM Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 0 0 0 0 0 0 0 0 0 0 0

4.2 Price Multiples

Industry RankSector Rank
P/FCF N/A
EV/EBITDA N/A
PWM Per share dataPWM EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 0.2 0.4

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

0

5. Dividend

5.1 Amount

No dividends for PWM!.
Industry RankSector Rank
Dividend Yield N/A

More info and screens

PRESTIGE WEALTH INC

NASDAQ:PWM (1/17/2025, 8:22:59 PM)

After market: 1.75 +0.02 (+1.16%)

1.73

+0.25 (+16.89%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)N/A N/A
Earnings (Next)N/A N/A
Inst Owners0.77%
Inst Owner ChangeN/A
Ins Owners30.12%
Ins Owner ChangeN/A
Market Cap18.42M
AnalystsN/A
Price TargetN/A
Short Float %15.85%
Short Ratio0.37
Dividend
Industry RankSector Rank
Dividend Yield N/A
Yearly DividendN/A
Dividend Growth(5Y)N/A
DPN/A
Div Incr Years0
Div Non Decr Years0
Ex-DateN/A
Surprises & Revisions
EPS beat(2)N/A
Avg EPS beat(2)N/A
Min EPS beat(2)N/A
Max EPS beat(2)N/A
EPS beat(4)N/A
Avg EPS beat(4)N/A
Min EPS beat(4)N/A
Max EPS beat(4)N/A
EPS beat(8)N/A
Avg EPS beat(8)N/A
EPS beat(12)N/A
Avg EPS beat(12)N/A
EPS beat(16)N/A
Avg EPS beat(16)N/A
Revenue beat(2)N/A
Avg Revenue beat(2)N/A
Min Revenue beat(2)N/A
Max Revenue beat(2)N/A
Revenue beat(4)N/A
Avg Revenue beat(4)N/A
Min Revenue beat(4)N/A
Max Revenue beat(4)N/A
Revenue beat(8)N/A
Avg Revenue beat(8)N/A
Revenue beat(12)N/A
Avg Revenue beat(12)N/A
Revenue beat(16)N/A
Avg Revenue beat(16)N/A
PT rev (1m)N/A
PT rev (3m)N/A
EPS NQ rev (1m)N/A
EPS NQ rev (3m)N/A
EPS NY rev (1m)N/A
EPS NY rev (3m)N/A
Revenue NQ rev (1m)N/A
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)N/A
Revenue NY rev (3m)N/A
Valuation
Industry RankSector Rank
PE N/A
Fwd PE N/A
P/S 52.86
P/FCF N/A
P/OCF N/A
P/B 2.98
P/tB 2.98
EV/EBITDA N/A
EPS(TTM)-0.14
EYN/A
EPS(NY)N/A
Fwd EYN/A
FCF(TTM)-0.09
FCFYN/A
OCF(TTM)-0.09
OCFYN/A
SpS0.03
BVpS0.58
TBVpS0.58
PEG (NY)N/A
PEG (5Y)N/A
Profitability
Industry RankSector Rank
ROA -15.09%
ROE -16.75%
ROCE N/A
ROIC N/A
ROICexc N/A
ROICexgc N/A
OM N/A
PM (TTM) N/A
GM 100%
FCFM 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
ROICexc(3y)N/A
ROICexc(5y)N/A
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)N/A
ROCE(5y)N/A
ROICexcg growth 3YN/A
ROICexcg growth 5YN/A
ROICexc growth 3YN/A
ROICexc growth 5YN/A
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y0%
GM growth 5YN/A
F-Score4
Asset Turnover0.05
Health
Industry RankSector Rank
Debt/Equity 0
Debt/FCF N/A
Debt/EBITDA N/A
Cap/Depr N/A
Cap/Sales N/A
Interest Coverage N/A
Cash Conversion N/A
Profit Quality N/A
Current Ratio 12.79
Quick Ratio 12.79
Altman-Z 15.22
F-Score4
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)N/A
Cap/Sales(5y)N/A
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)-147.73%
EPS 3YN/A
EPS 5YN/A
EPS Q2Q%-213.15%
EPS Next YN/A
EPS Next 2YN/A
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)-91.02%
Revenue growth 3Y-48.56%
Revenue growth 5Y-37.89%
Sales Q2Q%-110.37%
Revenue Next YearN/A
Revenue Next 2YN/A
Revenue Next 3YN/A
Revenue Next 5YN/A
EBIT growth 1Y-138.61%
EBIT growth 3YN/A
EBIT growth 5YN/A
EBIT Next YearN/A
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y-185.91%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y-185.91%
OCF growth 3YN/A
OCF growth 5YN/A