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Prestige Wealth Inc

PWM

0.590USD

+0.004+0.70%
Close 09/19, 16:00ETQuotes delayed by 15 min
8.54MMarket Cap
--P/E TTM

Prestige Wealth Inc

0.590

+0.004+0.70%

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

TradingKey Stock Score

Currency: USD Updated: 2025-09-19

Key Insights

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

Score

Industry at a Glance

Industry Ranking
97 / 117
Overall Ranking
590 / 4720
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.

Company 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.
Fairly Valued
The company’s latest PB is 2.81, at a medium 3-year percentile range.
Institutional Buying
The latest institutional holdings are 6.69M shares, increasing 3.40% 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: 2025-09-19

There is no financial score for this company; the Investment Banking & Investment Services industry's average is 7.44. 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
0

Financials

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

No Data

Quality of Earnings

Operational Efficiency

Growth Potential

Shareholder Returns

Company Valuation

Currency: USD Updated: 2025-09-19

The company’s current valuation score is 1.20, which is lower than the Investment Banking & Investment Services industry's average of 1.43. Its current P/E ratio is -0.87, which is -1211.39% below the recent high of 9.63 and 28.32% above the recent low of -0.62.

Score

Industry at a Glance

Previous score
1.20
Change
0

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 97/117
No Data

Earnings Forecast

Currency: USD Updated: 2025-09-19

There is no earnings forecast score for this company; the Investment Banking & Investment Services industry's average is 7.27.

Score

Industry at a Glance

Previous score
0.00
Change
0

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: 2025-09-19

The company’s current price momentum score is 5.60, which is lower than the Investment Banking & Investment Services industry's average of 7.80. Sideways: Currently, the stock price is trading between the resistance level at 0.70 and the support level at 0.44, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score
5.60
Change
-0.72

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(4)
Buy(2)
Indicators
Value
Direction
MACD(12,26,9)
-0.004
Neutral
RSI(14)
62.800
Neutral
STOCH(KDJ)(9,3,3)
45.298
Buy
ATR(14)
0.062
Low Volatility
CCI(14)
91.890
Neutral
Williams %R
48.394
Neutral
TRIX(12,20)
1.011
Buy
StochRSI(14)
100.000
Overbought
Moving Average
Sell(1)
Neutral(0)
Buy(5)
Indicators
Value
Direction
MA5
0.562
Buy
MA10
0.552
Buy
MA20
0.552
Buy
MA50
0.464
Buy
MA100
0.432
Buy
MA200
0.686
Sell

Institutional Confidence

Currency: USD Updated: 2025-09-19

Score

Industry at a Glance

Previous score
3.00
Change
0

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
24.57K
--
UBS Financial Services, Inc.
19.00K
-52.12%
Two Sigma Investments, LP
--
-100.00%
1
2

Risk Assessment

Currency: USD Updated: 2025-09-19

The company’s current risk assessment score is 3.01, which is lower than the Investment Banking & Investment Services industry's average of 4.89. 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.

Score

Industry at a Glance

Previous score
3.01
Change
0
Beta vs S&P 500 index
--
VaR
--
240-Day Maximum Drawdown
+81.92%
240-Day Volatility
+214.76%
Return
Best Daily Return
60 days
+38.61%
120 days
+38.61%
5 years
--
Worst Daily Return
60 days
-20.41%
120 days
-20.41%
5 years
--
Sharpe Ratio
60 days
+1.98
120 days
+0.94
5 years
--
Risk Assessment
Maximum Drawdown
240 days
+81.92%
3 years
--
5 years
--
Return-to-Drawdown Ratio
240 days
-0.67
3 years
--
5 years
--
Skewness
240 days
+0.77
3 years
--
5 years
--
Volatility
Realised Volatility
240 days
+214.76%
5 years
--
Standardised True Range
240 days
+21.16%
5 years
--
Downside Risk-Adjusted Return
120 days
+148.55%
240 days
+148.55%
Maximum Daily Upside Volatility
60 days
+272.50%
Maximum Daily Downside Volatility
60 days
+78.71%
Liquidity
Average Turnover Rate
60 days
+30.85%
120 days
+16.74%
5 years
--
Turnover Deviation
20 days
+50.10%
60 days
+258.36%
120 days
+94.41%

Peer Comparison

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Prestige Wealth Inc
Prestige Wealth Inc
PWM
1.76 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Affiliated Managers Group Inc
Affiliated Managers Group Inc
AMG
7.52 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Acadian Asset Management Inc
Acadian Asset Management Inc
AAMI
7.50 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Bank of New York Mellon Corp
Bank of New York Mellon Corp
BK
7.41 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
WisdomTree Inc
WisdomTree Inc
WT
7.25 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Evercore Inc
Evercore Inc
EVR
7.25 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
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