PRESTIGE WEALTH INC (PWM) Fundamental Analysis & Valuation

NASDAQ:PWM • KYG7244A1195

Current stock price

1.17 USD
+0.13 (+12.5%)
At close:
1.09 USD
-0.08 (-6.84%)
After Hours:

This PWM fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

1

1. PWM Profitability Analysis

1.1 Basic Checks

  • In the past year PWM has reported negative net income.
  • In multiple years PWM reported negative net income over the last 5 years.
  • In multiple years PWM reported negative operating cash flow during the last 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 2024 0 2M -2M -4M -6M

1.2 Ratios

  • PWM has a Return On Assets of -55.14%. This is amonst the worse of the industry: PWM underperforms 95.82% of its industry peers.
  • The Return On Equity of PWM (-62.76%) is worse than 86.19% of its industry peers.
Industry RankSector Rank
ROA -55.14%
ROE -62.76%
ROIC N/A
ROA(3y)-33.76%
ROA(5y)-6.58%
ROE(3y)-72.6%
ROE(5y)-27.63%
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 2024 0 -100 -200

1.3 Margins

  • PWM does not have Profit Margin and Operating Margin and Gross Margin available, so we won't be analyzing them here.
Industry RankSector Rank
OM N/A
PM (TTM) N/A
GM N/A
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3YN/A
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 2024 0 -200 -400 -600 -800 -1K

More info and screens

ROAROEROICOperating and Profit MarginShow most profitable peers

5

2. PWM Health Analysis

2.1 Basic Checks

  • PWM has more shares outstanding than it did 1 year ago.
  • Compared to 5 years ago, PWM has more shares outstanding
  • PWM has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the industry.
PWM Yearly Shares OutstandingPWM Yearly Shares OutstandingYearly Shares Outstanding 2018 2019 2020 2021 2022 2023 2024 5M 10M
PWM Yearly Total Debt VS Total AssetsPWM Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2018 2019 2020 2021 2022 2023 2024 2M 4M 6M

2.2 Solvency

  • PWM has an Altman-Z score of 22.62. This indicates that PWM is financially healthy and has little risk of bankruptcy at the moment.
  • With an excellent Altman-Z score value of 22.62, PWM belongs to the best of the industry, outperforming 96.65% of the companies in the same industry.
  • 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 22.62
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 2024 0 2M 4M 6M

2.3 Liquidity

  • A Current Ratio of 0.19 indicates that PWM may have some problems paying its short term obligations.
  • PWM's Current ratio of 0.19 is on the low side compared to the rest of the industry. PWM is outperformed by 89.54% of its industry peers.
  • A Quick Ratio of 0.19 indicates that PWM may have some problems paying its short term obligations.
  • With a Quick ratio value of 0.19, PWM is not doing good in the industry: 89.54% of the companies in the same industry are doing better.
Industry RankSector Rank
Current Ratio 0.19
Quick Ratio 0.19
PWM Yearly Current Assets VS Current LiabilitesPWM Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2018 2019 2020 2021 2022 2023 2024 2M 4M 6M

More info and screens

WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

0

3. PWM Growth Analysis

3.1 Past

  • The earnings per share for PWM have decreased strongly by -209.61% in the last year.
  • The Revenue for PWM has decreased by -49.22% 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 -22.64% yearly.
EPS 1Y (TTM)-209.61%
EPS 3YN/A
EPS 5YN/A
EPS Q2Q%-130.36%
Revenue 1Y (TTM)-49.22%
Revenue growth 3Y-38.79%
Revenue growth 5Y-22.64%
Sales Q2Q%-99.94%

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 2024 1M 2M 3M

More info and screens

Find the best growth stocksShow best growing peers

0

4. PWM Valuation Analysis

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 -0.2 -0.4 -0.6

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

Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

0

5. PWM Dividend Analysis

5.1 Amount

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

More info and screens

Find the best dividend stocksShow peers with best dividend

PWM Fundamentals: All Metrics, Ratios and Statistics

PRESTIGE WEALTH INC

NASDAQ:PWM (10/10/2025, 8:52:46 PM)

After market: 1.09 -0.08 (-6.84%)

1.17

+0.13 (+12.5%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)N/A
Earnings (Next)N/A
Inst Owners0.66%
Inst Owner ChangeN/A
Ins Owners24.4%
Ins Owner ChangeN/A
Market Cap92.14M
Revenue(TTM)142.60K
Net Income(TTM)-10.01M
AnalystsN/A
Price TargetN/A
Short Float %N/A
Short RatioN/A
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 646.13
P/FCF N/A
P/OCF N/A
P/B 5.78
P/tB 52.3
EV/EBITDA N/A
EPS(TTM)-0.7
EYN/A
EPS(NY)N/A
Fwd EYN/A
FCF(TTM)N/A
FCFYN/A
OCF(TTM)N/A
OCFYN/A
SpS0
BVpS0.2
TBVpS0.02
PEG (NY)N/A
PEG (5Y)N/A
Graham NumberN/A
Profitability
Industry RankSector Rank
ROA -55.14%
ROE -62.76%
ROCE N/A
ROIC N/A
ROICexc N/A
ROICexgc N/A
OM N/A
PM (TTM) N/A
GM N/A
FCFM N/A
ROA(3y)-33.76%
ROA(5y)-6.58%
ROE(3y)-72.6%
ROE(5y)-27.63%
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
ROICexgc growth 3YN/A
ROICexgc 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 3YN/A
GM growth 5YN/A
F-ScoreN/A
Asset Turnover0.01
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 0.19
Quick Ratio 0.19
Altman-Z 22.62
F-ScoreN/A
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)-209.61%
EPS 3YN/A
EPS 5YN/A
EPS Q2Q%-130.36%
EPS Next YN/A
EPS Next 2YN/A
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)-49.22%
Revenue growth 3Y-38.79%
Revenue growth 5Y-22.64%
Sales Q2Q%-99.94%
Revenue Next YearN/A
Revenue Next 2YN/A
Revenue Next 3YN/A
Revenue Next 5YN/A
EBIT growth 1Y-413.78%
EBIT growth 3YN/A
EBIT growth 5YN/A
EBIT Next YearN/A
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y-66.08%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y-66.08%
OCF growth 3YN/A
OCF growth 5YN/A

PRESTIGE WEALTH INC / PWM Fundamental Analysis FAQ

What is the ChartMill fundamental rating of PRESTIGE WEALTH INC (PWM) stock?

ChartMill assigns a fundamental rating of 2 / 10 to PWM.


Can you provide the valuation status for PRESTIGE WEALTH INC?

ChartMill assigns a valuation rating of 0 / 10 to PRESTIGE WEALTH INC (PWM). This can be considered as Overvalued.


Can you provide the profitability details for PRESTIGE WEALTH INC?

PRESTIGE WEALTH INC (PWM) has a profitability rating of 1 / 10.