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Prestige Wealth, Inc. (PWM)
NASDAQ:PWM
US Market

Prestige Wealth, Inc. (PWM) AI Stock Analysis

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Prestige Wealth, Inc.

(NASDAQ:PWM)

Rating:40Underperform
Price Target:
$0.50
▲(28.21%Upside)
Prestige Wealth, Inc.'s overall stock score reflects significant financial instability and weak technical indicators. The bearish trend in technical analysis aligns with the company's ongoing financial losses and negative cash flow situation. The lack of positive valuation metrics further impacts the stock's attractiveness.

Prestige Wealth, Inc. (PWM) vs. SPDR S&P 500 ETF (SPY)

Prestige Wealth, Inc. Business Overview & Revenue Model

Company DescriptionPrestige Wealth, Inc. (PWM) is a financial services company specializing in wealth management, investment advisory, and financial planning services. The company primarily serves high-net-worth individuals, families, and institutions, offering tailored solutions to meet their unique financial goals. PWM focuses on delivering a comprehensive suite of services, including portfolio management, retirement planning, estate planning, tax optimization, and risk management.
How the Company Makes MoneyPrestige Wealth, Inc. generates revenue through a variety of streams primarily centered around fees for services rendered. The company charges management fees based on a percentage of assets under management (AUM), which incentivizes PWM to grow its clients' portfolios. Additionally, PWM earns revenue through advisory fees for financial planning and consulting services, as well as commission-based income from certain investment products. The company may also engage in strategic partnerships with financial institutions and investment firms to offer specialized financial products, which can provide additional revenue through referral fees or shared profits. Key factors contributing to PWM's earnings include the ability to attract and retain clients, effective portfolio management strategies, and maintaining strong relationships with industry partners.

Prestige Wealth, Inc. Financial Statement Overview

Summary
Prestige Wealth, Inc. is facing significant financial challenges, including declining revenues, ongoing losses, and negative cash flows. The balance sheet shows low leverage but a shrinking equity base and assets, indicating financial instability.
Income Statement
35
Negative
Prestige Wealth, Inc. has seen a decline in revenue over the past few years, with a significant decrease in 2024 compared to previous years. The company is experiencing negative EBIT and EBITDA margins, indicating operational challenges and inefficiencies. The net profit margin is negative, reflecting ongoing losses and a need for cost optimization or revenue enhancement strategies.
Balance Sheet
45
Neutral
The company's balance sheet shows a moderate level of debt with a debt-to-equity ratio calculated as approximately 0.06 in 2024, indicating low leverage. However, stockholders' equity has decreased significantly, affecting the equity ratio. The decline in total assets and equity raises concerns about asset management and financial stability.
Cash Flow
40
Negative
Prestige Wealth, Inc.'s cash flow from operations is negative, which raises liquidity concerns. The free cash flow is also negative, indicating a potential struggle to fund operations without external financing. The operating cash flow to net income ratio is negative, reflecting inefficiencies in cash generation relative to accounting profits.
BreakdownSep 2024Sep 2023Sep 2022Sep 2021Sep 2020
Income Statement
Total Revenue639.91K348.53K2.09M2.79M2.56M
Gross Profit639.91K348.53K2.09M2.75M2.56M
EBITDA-5.70M-1.05M1.39M1.65M1.87M
Net Income-6.88M-1.04M1.35M1.91M1.73M
Balance Sheet
Total Assets6.33M6.86M6.00M4.46M6.77M
Cash, Cash Equivalents and Short-Term Investments13.19K431.31K66.78K750.22K213.41K
Total Debt180.52K381.10K0.00
Total Liabilities3.29M681.07K619.56K449.77K1.37M
Stockholders Equity3.04M6.18M5.38M4.01M5.40M
Cash Flow
Free Cash Flow-1.66M-996.58K1.16M1.30M2.38M
Operating Cash Flow-1.66M-996.58K1.16M1.30M2.38M
Investing Cash Flow-1.76M-2.34M-1.36M551.37K-2.20M
Financing Cash Flow2.75M3.92M-471.75K-1.32M-205.34K

Prestige Wealth, Inc. Technical Analysis

Technical Analysis Sentiment
Positive
Last Price0.39
Price Trends
50DMA
0.40
Positive
100DMA
0.48
Negative
200DMA
0.80
Negative
Market Momentum
MACD
<0.01
Negative
RSI
52.41
Neutral
STOCH
21.75
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For PWM, the sentiment is Positive. The current price of 0.39 is above the 20-day moving average (MA) of 0.38, below the 50-day MA of 0.40, and below the 200-day MA of 0.80, indicating a neutral trend. The MACD of <0.01 indicates Negative momentum. The RSI at 52.41 is Neutral, neither overbought nor oversold. The STOCH value of 21.75 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for PWM.

Prestige Wealth, Inc. Risk Analysis

Prestige Wealth, Inc. disclosed 63 risk factors in its most recent earnings report. Prestige Wealth, Inc. reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 1 New Risks
1.
Our growth strategy includes acquisitions, but we may not be able to execute on our acquisition strategy or integrate acquisitions successfully. Q3, 2024

Prestige Wealth, Inc. Peers Comparison

Overall Rating
UnderperformOutperform
Sector (67)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
67
Neutral
$16.84B11.729.71%3.76%11.61%-9.60%
52
Neutral
$39.90M-8.01%38.38%71.72%
49
Neutral
$11.12M-16.53%918.11%-230.11%
47
Neutral
$24.80M108.82-2.51%0.15%141.03%90.61%
CWCWD
42
Neutral
$4.49M-5013.15%-57.33%-27.24%
PWPWM
40
Underperform
$12.34M
34
Underperform
$2.59M-538.85%78.84%97.65%
* Financial Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
PWM
Prestige Wealth, Inc.
0.39
-0.50
-56.18%
TURN
180 Degree Capital
4.00
0.31
8.40%
MAAS
Highest Performances Holdings
3.35
-34,556.68
-99.99%
RMCO
Royalty Management Holding
1.59
0.81
103.85%
BENF
Beneficient
0.29
-4.55
-94.01%
CWD
CaliberCos, Inc. Class A
3.59
-12.97
-78.32%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jul 03, 2025