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PRESTIGE WEALTH INC (PWM) Stock Fundamental Analysis

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

0.4014  -0.01 (-3.21%)

After market: 0.4004 0 (-0.25%)

Fundamental Rating

2

PWM gets a fundamental rating of 2 out of 10. The analysis compared the fundamentals against 233 industry peers in the Capital Markets industry. PWM scores quite bad on profitability, while its financial health is fine. Not spectacular, but in line with the averages. PWM does not seem to be growing, but still is valued expensively.


Dividend Valuation Growth Profitability Health

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1

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.
In multiple years PWM reported negative net income over the last 5 years.
The reported operating cash flow has been mixed in the past 5 years: PWM reported negative operating cash flow in multiple 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

With a Return On Assets value of -108.68%, PWM is not doing good in the industry: 97.85% of the companies in the same industry are doing better.
PWM has a worse Return On Equity (-226.15%) than 91.42% of its industry peers.
Industry RankSector Rank
ROA -108.68%
ROE -226.15%
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

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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 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

Based on the Altman-Z score of -1.82, we must say that PWM is in the distress zone and has some risk of bankruptcy.
Looking at the Altman-Z score, with a value of -1.82, PWM is doing worse than 90.13% 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 -1.82
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 1.12 indicates that PWM should not have too much problems paying its short term obligations.
The Current ratio of PWM (1.12) is comparable to the rest of the industry.
PWM has a Quick Ratio of 1.12. This is a normal value and indicates that PWM is financially healthy and should not expect problems in meeting its short term obligations.
PWM has a Quick ratio (1.12) which is in line with its industry peers.
Industry RankSector Rank
Current Ratio 1.12
Quick Ratio 1.12
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

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1

3. Growth

3.1 Past

PWM shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -335.75%.
The Revenue has grown by 83.62% in the past year. This is a very strong growth!
The Revenue for PWM have been decreasing by -22.64% on average. This is quite bad
EPS 1Y (TTM)-335.75%
EPS 3YN/A
EPS 5YN/A
EPS Q2Q%-235.3%
Revenue 1Y (TTM)83.62%
Revenue growth 3Y-38.79%
Revenue growth 5Y-22.64%
Sales Q2Q%165.64%

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

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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 -0.6

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

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

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PRESTIGE WEALTH INC

NASDAQ:PWM (7/17/2025, 8:00:01 PM)

After market: 0.4004 0 (-0.25%)

0.4014

-0.01 (-3.21%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)N/A N/A
Earnings (Next)N/A N/A
Inst Owners0.39%
Inst Owner ChangeN/A
Ins Owners24.4%
Ins Owner ChangeN/A
Market Cap12.70M
AnalystsN/A
Price TargetN/A
Short Float %0.84%
Short Ratio0.04
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 19.85
P/FCF N/A
P/OCF N/A
P/B 4.18
P/tB 4.18
EV/EBITDA N/A
EPS(TTM)-0.62
EYN/A
EPS(NY)N/A
Fwd EYN/A
FCF(TTM)-0.05
FCFYN/A
OCF(TTM)-0.05
OCFYN/A
SpS0.02
BVpS0.1
TBVpS0.1
PEG (NY)N/A
PEG (5Y)N/A
Profitability
Industry RankSector Rank
ROA -108.68%
ROE -226.15%
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
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 3YN/A
GM growth 5YN/A
F-Score3
Asset Turnover0.1
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 1.12
Quick Ratio 1.12
Altman-Z -1.82
F-Score3
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)-335.75%
EPS 3YN/A
EPS 5YN/A
EPS Q2Q%-235.3%
EPS Next YN/A
EPS Next 2YN/A
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)83.62%
Revenue growth 3Y-38.79%
Revenue growth 5Y-22.64%
Sales Q2Q%165.64%
Revenue Next YearN/A
Revenue Next 2YN/A
Revenue Next 3YN/A
Revenue Next 5YN/A
EBIT growth 1Y-533.77%
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