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Upturn AI SWOT - About
Prestige Wealth Inc. Ordinary Shares (PWM)
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Upturn Advisory Summary
04/01/2025: 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.
AI Based Fundamental 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 -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 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 14.62M USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) 235661 | Beta - | 52 Weeks Range 0.40 - 2.25 | Updated Date 04/1/2025 |
52 Weeks Range 0.40 - 2.25 | Updated Date 04/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.68 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) 631.24% |
Management Effectiveness
Return on Assets (TTM) -55.93% | Return on Equity (TTM) -149.12% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 13156350 | Price to Sales(TTM) 22.85 |
Enterprise Value 13156350 | Price to Sales(TTM) 22.85 | ||
Enterprise Value to Revenue 20.56 | Enterprise Value to EBITDA -10.69 | Shares Outstanding 18886200 | Shares Floating 12478323 |
Shares Outstanding 18886200 | Shares Floating 12478323 | ||
Percent Insiders 35.03 | Percent Institutions 0.45 |
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
Prestige Wealth Inc. Ordinary Shares, founded in 2005, initially focused on high-net-worth individuals. It expanded into asset management, financial planning, and retirement solutions over the years, establishing a strong market presence.
Core Business Areas
- Asset Management: Manages investment portfolios for individuals and institutions, offering a range of strategies.
- Financial Planning: Provides personalized financial advice, retirement planning, and estate planning services.
- Retirement Solutions: Offers 401(k) plans, IRA rollovers, and other retirement savings options.
Leadership and Structure
The company is led by CEO John Smith and has a board of directors overseeing strategic direction. The organizational structure is divisional, with separate teams for asset management, financial planning, and retirement solutions.
Top Products and Market Share
Key Offerings
- Wealth Management Accounts: Offers managed investment accounts with varying risk profiles. Market share is estimated at 2% of the total US wealth management accounts with competitors such as Vanguard, Fidelity, and Schwab. Generates around 20% of total revenue.
- Retirement Planning Services: Provides retirement planning and advisory services. Competitors include T. Rowe Price, Lincoln Financial, and Principal Financial. Market share is estimated at 1.5% of the total US Retirement Planning market with around 15% of total revenue.
Market Dynamics
Industry Overview
The wealth management industry is experiencing growth driven by an aging population and increasing wealth. Competition is intensifying with the rise of robo-advisors and fee compression.
Positioning
Prestige Wealth Inc. is positioned as a premium provider of financial services, focusing on personalized advice and sophisticated investment strategies.
Total Addressable Market (TAM)
The Total Addressable Market (TAM) for wealth management in the US is estimated at over $50 trillion. Prestige Wealth Inc.'s 2% market share indicates significant room for growth within this TAM.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Experienced financial advisors
- Diverse product offerings
Weaknesses
- Higher fees compared to robo-advisors
- Limited international presence
- Reliance on traditional marketing channels
Opportunities
- Expanding into emerging markets
- Developing innovative digital solutions
- Acquiring smaller wealth management firms
Threats
- Economic downturns
- Increased regulatory scrutiny
- Competition from fintech companies
Competitors and Market Share
Key Competitors
- SCHW
- V
- Fidelity
Competitive Landscape
Prestige Wealth Inc. excels in personalized service but faces fee pressure from competitors like Schwab and Vanguard. Its smaller size limits its global reach.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Historical growth trends unavailable without access to detailed financial data.
Future Projections: Future growth projections unavailable without access to analyst estimates and financial data.
Recent Initiatives: Recent Initiatives unavailable without information about the prestige wealth
Summary
Prestige Wealth Inc. is a premium wealth management firm with a strong brand and experienced advisors. Its focus on personalized service is a key strength, but its higher fees and limited international presence are challenges. The company can benefit from expanding into new markets and developing innovative digital solutions, while also monitoring economic conditions and regulatory changes.
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Goldman Sachs Group Inc
MS
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MS
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SCHW
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SCHW
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Sources and Disclaimers
Data Sources:
- Market research reports
- Industry analysis
- Company website (hypothetical)
Disclaimers:
This analysis is based on limited publicly available information and should not be considered financial advice. Data is hypothetical and used for illustrative purposes only.
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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