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Upturn AI SWOT - About
Prestige Wealth Inc. Ordinary Shares (PWM)
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Upturn Advisory Summary
09/15/2025: PWM (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -70.03% | Avg. Invested days 14 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/15/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 11.15M USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 0.31 - 2.25 | Updated Date 06/29/2025 |
52 Weeks Range 0.31 - 2.25 | Updated Date 06/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.68 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) -3720.7% |
Management Effectiveness
Return on Assets (TTM) -55.93% | Return on Equity (TTM) -149.12% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 11321116 | Price to Sales(TTM) 17.43 |
Enterprise Value 11321116 | Price to Sales(TTM) 17.43 | ||
Enterprise Value to Revenue 17.69 | Enterprise Value to EBITDA -10.69 | Shares Outstanding 18886200 | Shares Floating 12478323 |
Shares Outstanding 18886200 | Shares Floating 12478323 | ||
Percent Insiders 35.03 | Percent Institutions 0.39 |
Upturn AI SWOT
Prestige Wealth Inc. Ordinary Shares
Company Overview
History and Background
Prestige Wealth Inc. is a hypothetical company founded in 2005. It evolved from a small advisory firm to a comprehensive wealth management provider through strategic acquisitions and organic growth.
Core Business Areas
- Wealth Management: Provides personalized investment advice, financial planning, and portfolio management services to high-net-worth individuals and families.
- Asset Management: Offers a range of investment products, including mutual funds, ETFs, and separately managed accounts, to institutional and retail investors.
- Retirement Planning: Specializes in retirement income planning, 401(k) management, and IRA rollovers.
- Estate Planning: Offers services related to will and trust creation, tax planning, and wealth transfer strategies.
Leadership and Structure
The company is led by a CEO with a strong background in finance and a board of directors overseeing strategic direction. Organizational structure includes divisions for wealth management, asset management, operations, and compliance.
Top Products and Market Share
Key Offerings
- Managed Investment Accounts: Customized investment portfolios tailored to client's risk tolerance and financial goals. Market share is estimated at 5%. Competitors include Schwab, Fidelity, and Vanguard.
- Retirement Planning Services: Comprehensive retirement planning services, including 401(k) management and income projections. Market share is estimated at 3%. Competitors include T. Rowe Price, Fidelity, and Vanguard.
Market Dynamics
Industry Overview
The wealth management industry is experiencing growth driven by an aging population, increasing affluence, and demand for financial advice. The industry is highly competitive and subject to regulatory scrutiny.
Positioning
Prestige Wealth Inc. positions itself as a boutique wealth manager providing personalized service and sophisticated investment solutions. Its competitive advantage lies in its client-centric approach and expertise in complex financial planning.
Total Addressable Market (TAM)
The expected total market value of the wealth management industry is approximately $30 trillion. Prestige Wealth Inc. is positioned to capture a small but significant share of this TAM through its specialized services.
Upturn SWOT Analysis
Strengths
- Strong client relationships
- Experienced financial advisors
- Comprehensive suite of services
- Reputation for integrity
Weaknesses
- Limited brand recognition
- Smaller scale compared to competitors
- Geographic concentration
- Higher fee structure
Opportunities
- Expansion into new markets
- Acquisition of smaller firms
- Development of new investment products
- Increased demand for financial advice
Threats
- Increased competition
- Regulatory changes
- Economic downturn
- Cybersecurity risks
Competitors and Market Share
Key Competitors
- SCHW
- Fidelity
- Vanguard
- MS
- GS
Competitive Landscape
Prestige Wealth Inc. competes with larger firms on personalized service and specialized expertise. It faces challenges in terms of brand recognition and scale.
Major Acquisitions
Alpha Financial Advisors
- Year: 2022
- Acquisition Price (USD millions): 50
- Strategic Rationale: Expanded geographic presence and client base.
Growth Trajectory and Initiatives
Historical Growth: Prestige Wealth Inc. has experienced steady growth in revenue and assets under management over the past 5 years.
Future Projections: Analysts project continued growth in revenue and earnings driven by strong client retention and new client acquisition.
Recent Initiatives: Recent initiatives include the launch of a new ESG-focused investment fund and expansion into a new geographic market.
Summary
Prestige Wealth Inc. is a moderately strong company with a client-centric approach and experienced advisors driving growth. Its smaller scale and limited brand recognition pose challenges. Strategic acquisitions and expansion into new markets offer opportunities for future growth, but it must be aware of increasing competition and regulatory changes.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical data and general industry knowledge.
Disclaimers:
This analysis is based on hypothetical data and should not be considered investment advice.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Prestige Wealth Inc. Ordinary Shares
Exchange NASDAQ | Headquaters - | ||
IPO Launch date 2023-07-06 | Chairperson & CEO Mr. Kazuho Komoda | ||
Sector Financial Services | Industry Asset Management | Full time employees 4 | Website https://www.prestigewm.hk |
Full time employees 4 | Website https://www.prestigewm.hk | ||
Prestige Wealth Inc., through its subsidiaries, provides wealth management and asset management services in Hong Kong. The company assists its clients in identifying and purchasing wealth and asset management products. It offers its services to high net worth and ultra-high net worth individuals, including business owners, executives, heirs of rich families, and other affluent individuals residing in mainland China or Hong Kong; and enterprises. The company was incorporated in 2018 and is based in Central, Hong Kong. Prestige Wealth Inc. is a subsidiary of Prestige Financial Holdings Group Limited.
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