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Prestige Wealth Inc Ordinary Shares - Class A PWM

Morningstar Rating
$1.07 −0.06 (5.40%)
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About Quantitative Ratings

Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.

Price vs Fair Value

PWM is trading at a 59% discount.
Price
$1.06
Fair Value
$7.76
Uncertainty
Extreme
1-Star Price
$36.48
5-Star Price
$3.49
Economic Moat
Crt
Capital Allocation
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News

Trading Information

Previous Close Price
$1.13
Day Range
$1.021.12
52-Week Range
$1.0131.88
Bid/Ask
$1.05 / $1.12
Market Cap
$9.78 Mil
Volume/Avg
59,593 / 216,415

Key Statistics

Price/Earnings (Normalized)
Price/Sales
26.76
Dividend Yield (Trailing)
Dividend Yield (Forward)
Total Yield

Company Profile

Prestige Wealth Inc is engaged in providing private wealth management services and asset management to high-net-worth and ultra-high-net-worth individuals and enterprises through its subsidiaries.
Sector
Financial Services
Industry
Asset Management
Stock Style Box
Small Value
Total Number of Employees
4

Valuation

Metric
PWM
Price/Earnings (Normalized)
Price/Book Value
1.67
Price/Sales
26.76
Price/Cash Flow
Price/Earnings
PWM

Financial Strength

Metric
PWM
Quick Ratio
11.87
Current Ratio
12.79
Interest Coverage
Quick Ratio
PWM

Profitability

Metric
PWM
Return on Assets (Normalized)
−16.53%
Return on Equity (Normalized)
−18.08%
Return on Invested Capital (Normalized)
−17.68%
Return on Assets
PWM
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