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PRESTIGE WEALTH INC (PWM) Stock Fundamental Analysis

NASDAQ:PWM - Nasdaq - KYG7244A1195 - Common Stock - Currency: USD

0.7145  +0.04 (+5.85%)

Fundamental Rating

3

Overall PWM gets a fundamental rating of 3 out of 10. We evaluated PWM against 225 industry peers in the Capital Markets industry. No worries on liquidiy or solvency for PWM as it has an excellent financial health rating, but there are worries on the profitability. PWM has a expensive valuation and it also scores bad on growth.


Dividend Valuation Growth Profitability Health

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2

1. Profitability

1.1 Basic Checks

PWM had negative earnings in the past year.
PWM had a negative operating cash flow in the past year.
Of the past 5 years PWM 4 years were profitable.
Of the past 5 years PWM 4 years had a positive operating cash flow.
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

Looking at the Return On Assets, with a value of -15.09%, PWM is doing worse than 89.50% of the companies in the same industry.
PWM has a Return On Equity of -16.75%. This is amonst the worse of the industry: PWM underperforms 84.47% of its industry peers.
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.
In the last couple of years the Gross Margin of PWM has remained more or less at the same level.
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

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8

2. Health

2.1 Basic Checks

Compared to 1 year ago, PWM has more shares outstanding
The number of shares outstanding for PWM has been increased compared to 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.
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 7.84. This indicates that PWM is financially healthy and has little risk of bankruptcy at the moment.
PWM has a Altman-Z score of 7.84. This is amongst the best in the industry. PWM outperforms 93.15% of its industry peers.
PWM has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the industry.
Industry RankSector Rank
Debt/Equity 0
Debt/FCF N/A
Altman-Z 7.84
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

A Current Ratio of 12.79 indicates that PWM has no problem at all paying its short term obligations.
The Current ratio of PWM (12.79) is better than 93.15% 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 has a Quick ratio of 12.79. This is amongst the best in the industry. PWM outperforms 93.15% 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

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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

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0

4. Valuation

4.1 Price/Earnings Ratio

The Price/Earnings Ratio is negative for PWM. In the last year negative earnings were reported.
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

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0

5. Dividend

5.1 Amount

PWM does not give a dividend.
Industry RankSector Rank
Dividend Yield N/A

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PRESTIGE WEALTH INC

NASDAQ:PWM (2/21/2025, 11:28:15 AM)

0.7145

+0.04 (+5.85%)

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 Cap7.82M
AnalystsN/A
Price TargetN/A
Short Float %9.41%
Short Ratio0.21
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 22.45
P/FCF N/A
P/OCF N/A
P/B 1.27
P/tB 1.27
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
BVpS0.56
TBVpS0.56
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 7.84
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