Aurelion (AURE) AI Stock Analysis

• Market Cap: $62.12M
• Dividend Yield: N/A
• Average Volume (3M): 2.21M
• Price to Earnings (P/E): ―
• Beta (1Y): 0.79
• Revenue Growth: N/A
• EPS Growth: N/A
• Country: US
• Employees: 4
• Sector: Financial
• Sector Strength: 70
• Industry: Investment - Banking & Investment Services
• EPS (TTM): N/A
• Shares Outstanding: 215,695,400
• 10 Day Avg. Volume: 5,973,288
• 30 Day Avg. Volume: 2,209,176
• PEG Ratio: -0.01
• Price to Book (P/B): 15.58
• Price to Sales (P/S): 74.05
• P/FCF Ratio: -28.63
• Enterprise Value/Market Cap: 0.14
• Enterprise Value/Revenue: N/A
• Enterprise Value/Gross Profit: -87.28
• Enterprise Value/Ebitda: -2.41
• 1Y Price Target: N/A
• Price Target Upside: N/A
• Rating Consensus: N/A
• Number of Analyst Covering: 0
• EPS Forecast (FY): N/A
• Revenue Forecast (FY): N/A

• Rating: 39 Underperform
• Price Target: $0.50 ▲(78.57% Upside)

Prestige Wealth, Inc. is facing significant financial and operational challenges, as reflected in its poor financial performance and valuation scores. The technical analysis indicates bearish momentum, further weighing down the stock's attractiveness. The absence of earnings call insights and corporate events leaves the focus on the company's current financial struggles.

Positive Factors

Steady Revenue Stream

The company's revenue model based on management fees offers a stable income stream, which is crucial for long-term financial planning and sustainability.

Client Alignment

The performance-based fee structure aligns the company's success with client outcomes, fostering trust and potentially enhancing client retention.

Strategic Partnerships

Strategic partnerships can enhance service offerings and expand the client base, contributing to long-term growth and competitive positioning.

Negative Factors

Declining Revenue

Declining revenue indicates challenges in maintaining market share and competitiveness, which could impact long-term viability and growth prospects.

Negative Cash Flow

Negative cash flow suggests difficulties in sustaining operations without external financing, posing risks to financial stability and operational continuity.

Profitability Issues

Negative profitability metrics highlight operational inefficiencies and could hinder the company's ability to reinvest in growth and innovation.

Aurelion Business Overview & Revenue Model

Company Description

Aurelion, Inc. engages in providing wealth management and asset management services. It assists its clients in identifying and purchasing well-matched wealth management products and global asset management products. The company was founded by Chi Tak Sze on October 25, 2018 and is headquartered in Hong Kong.

How the Company Makes Money

Prestige Wealth, Inc. generates revenue primarily through management fees and performance-based fees. Management fees are typically charged as a percentage of assets under management (AUM), providing a steady and predictable income stream as the company manages clients' investment portfolios. Performance-based fees are earned when the investments managed by PWM exceed pre-defined performance benchmarks, aligning the company's interests with those of its clients. Additionally, PWM may earn revenue from financial planning services, which could include flat fees or hourly rates for specific advisory services. The company may also benefit from strategic partnerships with financial institutions and investment firms, enhancing its service offerings and expanding its client base.

Aurelion Financial Statement Overview

Summary

Prestige Wealth, Inc. faces significant financial challenges across all verticals. The income statement highlights declining revenues and profitability issues, while the balance sheet shows reduced equity and negative returns. Cash flow analysis indicates liquidity concerns and inefficiencies in cash management. The company needs to address these issues to improve its financial health and ensure long-term sustainability.

Income Statement

Prestige Wealth, Inc. has experienced a significant decline in revenue over the past few years, with a negative revenue growth rate from 2020 to 2024. The company also reported negative EBIT and net income margins in the most recent year, indicating operational and profitability challenges. Despite a positive gross profit margin, the overall income statement reflects financial instability and declining performance.

Balance Sheet

The balance sheet shows a moderate debt-to-equity ratio, suggesting manageable leverage. However, the equity ratio has decreased over time, indicating a reduction in asset financing through equity. The return on equity has been negative recently due to net losses, which raises concerns about the company's ability to generate returns for shareholders. Overall, the balance sheet reflects a mixed financial position with potential risks due to declining equity.

Cash Flow

Cash flow analysis reveals negative operating and free cash flows in the latest year, indicating liquidity challenges. The operating cash flow to net income ratio is negative, reflecting inefficiencies in converting income to cash. Although there was a positive free cash flow in earlier years, the recent trend shows deterioration in cash flow management. This raises concerns about the company's ability to sustain operations without external financing.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	―	639.91K	348.53K	2.09M	2.79M	2.56M
Gross Profit	-99.06K	639.91K	348.53K	2.09M	2.75M	2.56M
EBITDA	-3.58M	-5.70M	-1.05M	1.39M	1.65M	1.87M
Net Income	-3.64M	-6.88M	-1.04M	1.35M	1.91M	1.73M
Balance Sheet
Total Assets	18.15M	6.33M	6.86M	6.00M	4.46M	6.77M
Cash, Cash Equivalents and Short-Term Investments	6.66K	13.19K	431.31K	66.78K	750.22K	213.41K
Total Debt	0.00	180.52K	381.10K	0.00	0.00	0.00
Total Liabilities	2.20M	3.29M	681.07K	619.56K	449.77K	1.37M
Stockholders Equity	15.95M	3.04M	6.18M	5.38M	4.01M	5.40M
Cash Flow
Free Cash Flow	-82.88K	-1.66M	-996.58K	1.16M	1.30M	2.38M
Operating Cash Flow	-82.88K	-1.66M	-996.58K	1.16M	1.30M	2.38M
Investing Cash Flow	-179.13K	-1.76M	-2.34M	-1.36M	551.37K	-2.20M
Financing Cash Flow	250.00K	2.75M	3.92M	-471.75K	-1.32M	-205.34K

Aurelion Technical Analysis

• Technical Analysis Sentiment: Negative
• Last Price: 0.28
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Negative
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AURE, the sentiment is Negative. The current price of 0.28 is below the 20-day moving average (MA) of 0.33, below the 50-day MA of 0.41, and below the 200-day MA of 0.45, indicating a bearish trend. The MACD of -0.05 indicates Negative momentum. The RSI at 32.06 is Neutral, neither overbought nor oversold. The STOCH value of 61.90 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for AURE.

Aurelion Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
HNNA	74 Outperform	$78.25M	7.79	10.54%	5.82%	19.87%	38.04%
Sector *	68 Neutral	$18.00B	11.42	9.92%	3.81%	9.73%	1.22%
RMCO	56 Neutral	$51.76M	-150.43	-2.53%	0.20%	261.58%	-329.41%
BCG	55 Neutral	$44.49M	67.70	5.87%	―	-37.08%	―
MGLD	48 Neutral	$39.48M	-8.31	-18.96%	―	-10.16%	13.49%
ATON	40 Underperform	$6.87M	-0.01	―	―	―	―
AURE	39 Underperform	$62.12M	-0.62	-80.19%	―	―	―

Aurelion Corporate Events

Aurelion Sets Up $500 Million At-the-Market Equity Offering

On January 7–8, 2026, Aurelion Inc. entered into an at-the-market equity offering sales agreement with Cantor Fitzgerald, Yorkville Securities, Canaccord Genuity and Cohen & Company, allowing the company to issue and sell up to $500 million of its Class A ordinary shares from time to time under an effective shelf registration. The program, which is discretionary and may be conducted at prevailing market prices with no obligation on Aurelion to sell any shares, gives the tokenized-gold specialist additional financial flexibility, but also introduces potential dilution for shareholders as the company gains a scalable mechanism to fund its operations and strategic initiatives in the digital-asset and wealth-management space.

The most recent analyst rating on (AURE) stock is a Sell with a $0.50 price target. To see the full list of analyst forecasts on Aurelion stock, see the AURE Stock Forecast page.

Aurelion Inc. Issues Warrant to Boost Wealth Management Expansion

On December 12, 2025, Aurelion Inc. entered into a consulting agreement with a non-affiliated service provider to enhance its wealth management and digital asset treasury business. As part of the agreement, Aurelion issued a Class A Ordinary Share Purchase Warrant to the service provider, allowing the purchase of up to 31,698,046 Class A ordinary shares at an exercise price of $1.00 per share, exercisable over a ten-year period. This move is expected to support Aurelion’s growth and expansion strategy in the financial services sector.

The most recent analyst rating on (AURE) stock is a Sell with a $0.50 price target. To see the full list of analyst forecasts on Aurelion stock, see the AURE Stock Forecast page.

Aurelion Inc. Announces Board and Committee Changes

On December 11, 2025, Aurelion Inc. announced changes in its board of directors and committees. Adam (Xin) He and Junlin Bai resigned from the board due to personal reasons, with no disagreements regarding company operations. The audit committee was reconstituted with Jackie You as chair and H. David Sherman as a member, while the nominating and corporate governance committee saw Herman Yu as chair and Jackie You as a member. These changes are part of Aurelion’s ongoing efforts to strengthen its governance structure.

The most recent analyst rating on (AURE) stock is a Sell with a $0.50 price target. To see the full list of analyst forecasts on Aurelion stock, see the AURE Stock Forecast page.

Prestige Wealth Inc. Rebrands to Aurelion Inc. with Strategic Changes

Prestige Wealth Inc., now rebranded as Aurelion Inc., held a significant meeting on November 20, 2025, where several key resolutions were passed. These included increasing the voting power of Class B shares from 20 to 50 votes per share and changing the company’s name to Aurelion Inc. Additionally, the authorized share capital was increased significantly, and a share consolidation plan was approved. These changes aim to strengthen the company’s governance structure and enhance its market position.

The most recent analyst rating on (AURE) stock is a Sell with a $0.50 price target. To see the full list of analyst forecasts on Aurelion stock, see the AURE Stock Forecast page.

Prestige Wealth Inc. Announces Board Changes and Upcoming Shareholder Meeting

On October 29, 2025, Prestige Wealth Inc. announced significant changes in its board of directors and compensation committee. Wei Gao resigned from the board, and Jackie Qiang You was appointed as an independent director. Additionally, the compensation committee was reconstituted with new members, including Jackie Qiang You and Moore Jin Xin as chairman. These changes are part of the company’s strategic efforts to enhance governance and oversight as it pursues its digital asset treasury strategy. Furthermore, a general meeting for Class B ordinary shareholders is scheduled for November 20, 2025, to vote on increasing the voting power of Class B shares, which aims to ensure long-term control and effective oversight by the controlling shareholder.

The most recent analyst rating on (AURE) stock is a Sell with a $0.50 price target. To see the full list of analyst forecasts on Aurelion stock, see the AURE Stock Forecast page.