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Prestige Wealth Inc

PWM

1.170USD

0.000

Close 11/05, 16:00（ET）Quotes delayed by 15 min

54.17MMarket Cap

--P/E TTM



Prestige Wealth Inc

1.170

0.000

Overview Company Financials Analysis

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

Overview

Company

Financials

Analysis

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

TradingKey Stock Score of Prestige Wealth Inc

Currency: USD Updated: 2025-10-10

Key Insights

Its valuation is considered overvalued,and institutional recognition is low. The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

Prestige Wealth Inc's Score

Industry at a Glance

Industry Ranking

98 / 117

Overall Ranking

569 / 4697

Industry

Investment Banking & Investment Services

Support & Resistance

No Data

Score Analysis

Current score

Previous score

Analyst Rating

Based on 0 analysts

Current Rating

Target Price

Upside Space

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Prestige Wealth Inc Highlights

StrengthsRisks

Prestige Wealth Inc is an investment holding company. The Company, along with its subsidiaries, is engaged in the wealth management and asset management services. The Company is engaged in customizing wealth management investment portfolios including personal assistant services for clients. The Company is also engaged in asset management related advisory, fund management services.

Growing

The company is in a growing phase, with the latest annual income totaling USD 639.91K.

Overvalued

The company’s latest PB is 5.57, at a high 3-year percentile range.

Institutional Selling

The latest institutional holdings are 124.20K shares, decreasing 4.55% quarter-over-quarter.

Held by James Simons

Star Investor James Simons holds 27.63K shares of this stock.

Lower Market Activity

The company has less investor interest, with a 20-day turnover ratio of 0.50.

Financial Health

Currency: USD Updated: 2025-10-10

Its latest quarterly revenue reached 142.28K, representing a year-over-year increase of 165.63%, while its net profit experienced a year-over-year increase of 400.02%.

Score

Industry at a Glance

Previous score

0.00

Change



Financials



Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

No Data



Quality of Earnings



Key Metrics

Total revenue

Operating profit

Total assets

SG&A

No Data



Operational Efficiency



Key Metrics

Cash flow from operating activities

Income after tax

No Data



Growth Potential



Key Metrics

Cash flow from operating activities

Total revenue

No Data



Shareholder Returns



Key Metrics

Free cash flow

No Data

Prestige Wealth Inc's Company Valuation

Currency: USD Updated: 2025-10-10

The company’s current valuation score is 5.62, which is lower than the Investment Banking & Investment Services industry's average of 7.18. Its current P/E ratio is -1.73, which is -9772.57% below the recent high of 167.44 and -52.14% above the recent low of -2.63.

Score

Industry at a Glance

Previous score

5.62

Change

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 98/117

No Data

Earnings Forecast

Currency: USD Updated: 2025-10-10

There is no earnings forecast score for this company; the Investment Banking & Investment Services industry's average is 7.28.

Score

Industry at a Glance

Previous score

0.00

Change

Support & Resistance

No Data

No Data

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

No Data

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Price Momentum

Currency: USD Updated: 2025-10-10

The company’s current price momentum score is 7.16, which is higher than the Investment Banking & Investment Services industry's average of 6.65. Sideways: Currently, the stock price is trading between the resistance level at 1.59 and the support level at 0.61, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

8.18

Change

-1.02

Support & Resistance

No Data

Indicators



The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.

This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.

Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.

Indicators

Sell(0)

Neutral(1)

Buy(4)

Indicators

Value

Direction

MACD(12,26,9)

0.095

Buy

RSI(14)

86.070

Overbought

STOCH(KDJ)(9,3,3)

72.947

Neutral

ATR(14)

0.132

High Vlolatility

CCI(14)

197.724

Buy

Williams %R

29.592

Buy

TRIX(12,20)

2.625

Buy

StochRSI(14)

100.000

Overbought

Moving Average

Sell(0)

Neutral(0)

Buy(6)

Indicators

Value

Direction

MA5

0.966

Buy

MA10

0.854

Buy

MA20

0.702

Buy

MA50

0.564

Buy

MA100

0.482

Buy

MA200

0.638

Buy

Institutional Confidence

Currency: USD Updated: 2025-10-10

Score

Industry at a Glance

Previous score

3.00

Change

Institutional Shareholding

No Data

Shareholder Activity

Name

Shares Held

Chg %

He (Danna)

1.74M

Yang (Xinghua)

1.66M

Wei (Gao)

900.00K

FutureTech Systems Inc

900.00K

Tokyo Bay Management Inc

900.00K

Wong (Ngat)

304.00K

Citadel Advisors LLC

42.65K

+73.59%

Renaissance Technologies LLC

Star Investors

27.63K

UBS Financial Services, Inc.

15.98K

-15.89%

Risk Assessment

Currency: USD Updated: 2025-10-10

There is no risk assessment score for the company; the Investment Banking & Investment Services industry's average is 7.28. The company's beta value is 0.00. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets.