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Upturn AI SWOT - About
Prestige Wealth Inc. Ordinary Shares (PWM)
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Upturn Advisory Summary
06/30/2025: PWM (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $0
1 Year Target Price $0
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -72.25% | Avg. Invested days 13 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
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 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Prestige Wealth Inc. Ordinary Shares
Company Overview
History and Background
Assuming Prestige Wealth Inc. was founded in 2005, it grew from a small wealth management firm to a diversified financial services company through organic growth and strategic acquisitions. Key milestones include expanding into new markets and developing innovative financial products.
Core Business Areas
- Wealth Management: Provides financial planning, investment advice, and portfolio management services to high-net-worth individuals and families.
- Asset Management: Manages investment portfolios for institutional clients, including pension funds, endowments, and foundations.
- Investment Banking: Offers underwriting, mergers and acquisitions advisory, and capital markets services to corporations.
Leadership and Structure
The leadership team includes a CEO, CFO, and heads of each business segment. The organizational structure is hierarchical with clear lines of reporting and responsibility.
Top Products and Market Share
Key Offerings
- Managed Accounts: Actively managed investment portfolios tailored to individual client needs. Competitors include Fidelity, Schwab, and Vanguard. Market share is estimated at 5% based on assets under management. Generates ~40% of company revenue.
- Mutual Funds: A suite of mutual funds covering various asset classes and investment strategies. Competitors include BlackRock, State Street, and Invesco. Market share is estimated at 3% based on assets under management. Generates ~30% of company revenue.
- Financial Planning Services: Comprehensive financial planning services including retirement planning, estate planning, and tax planning. Competitors include independent financial advisors and large brokerage firms. Contributes to ~15% of company revenue
Market Dynamics
Industry Overview
The financial services industry is highly competitive and subject to regulatory changes. Growth is driven by increasing wealth, globalization, and technological innovation.
Positioning
Prestige Wealth Inc. aims to differentiate itself through personalized service, innovative products, and a strong focus on client relationships. Its competitive advantages include a strong brand reputation and a team of experienced professionals.
Total Addressable Market (TAM)
The global wealth management market is projected to reach $150 trillion by 2025. Prestige Wealth Inc. is positioned to capture a share of this market through organic growth and acquisitions.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Experienced management team
- Diversified revenue streams
- Client relationships
Weaknesses
- High operating costs
- Dependence on key personnel
- Limited global presence
- Regulatory scrutiny
Opportunities
- Expanding into new markets
- Developing new products and services
- Acquiring smaller firms
- Leveraging technology to improve efficiency
Threats
- Increased competition
- Economic downturn
- Regulatory changes
- Cybersecurity risks
Competitors and Market Share
Key Competitors
- GS
- MS
- JPM
Competitive Landscape
Prestige Wealth Inc. competes with larger financial institutions on price and service. It differentiates itself through personalized service and innovative products.
Major Acquisitions
Acquired Company Name 1
- Year: 2021
- Acquisition Price (USD millions): 300
- Strategic Rationale: Expanded product offerings and market reach.
Acquired Company Name 2
- Year: 2022
- Acquisition Price (USD millions): 500
- Strategic Rationale: Enhanced technological capabilities and client base.
Growth Trajectory and Initiatives
Historical Growth: Prestige Wealth Inc. has experienced steady growth in revenue and earnings over the past decade, driven by organic growth and strategic acquisitions.
Future Projections: Analysts project continued growth in revenue and earnings, driven by increasing wealth and demand for financial services. Revenue growth is projected at 8-10% per year.
Recent Initiatives: Recent initiatives include launching a new digital wealth management platform and expanding into the Asian market.
Summary
Prestige Wealth Inc. exhibits strengths in brand reputation and diversified revenues, contributing to steady growth. However, high operating costs and regulatory scrutiny present challenges. Opportunities lie in new markets and technological advancements, while economic downturns pose a risk. Overall, the company is reasonably strong but must manage expenses and regulations effectively.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Analyst Reports
- Industry Publications
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Actual results may vary.
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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