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

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PWM

Prestige Wealth, Inc.

(NASDAQ:PWM)

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Neutral 42 (OpenAI - 4o)
Rating:42Neutral
Price Target:
$0.50
▼(-9.09% Downside)
Prestige Wealth, Inc. is facing significant financial challenges, with declining revenues, profitability issues, and liquidity concerns being the most impactful factors. The technical analysis shows a slight short-term upward trend, but overall momentum is neutral. Valuation concerns are heightened by negative earnings and the lack of a dividend yield. These factors collectively result in a low overall stock score.

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

Prestige Wealth, Inc. Business Overview & Revenue Model

Company DescriptionPrestige Wealth Inc., through its subsidiaries, provides wealth management and asset management services. The company assists its clients in identifying and purchasing wealth management and asset management products. The company offers its services primarily for high net worth and ultra-high net worth individuals in Asia primarily in the mainland China or Hong Kong. The company was founded in 2017 and is based in Central, Hong Kong. Prestige Wealth Inc. operates as a subsidiary of Prestige Financial Holdings Group Limited.
How the Company Makes MoneyPrestige 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.

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
30
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 Price0.55
Price Trends
50DMA
0.48
Positive
100DMA
0.44
Positive
200DMA
0.67
Negative
Market Momentum
MACD
0.02
Positive
RSI
53.86
Neutral
STOCH
21.56
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 0.55 is below the 20-day moving average (MA) of 0.56, above the 50-day MA of 0.48, and below the 200-day MA of 0.67, indicating a neutral trend. The MACD of 0.02 indicates Positive momentum. The RSI at 53.86 is Neutral, neither overbought nor oversold. The STOCH value of 21.56 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 (68)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
56
Neutral
31.81M-127.81-0.84%0.12%191.89%90.32%
52
Neutral
23.98M-0.29110.05%-54.32%-35.99%
49
Neutral
>-0.012195.36%-35.59%
42
Neutral
$43.33M-80.12%
34
Underperform
3.12M-0.0278.84%97.65%
68
Neutral
$18.00B11.429.92%3.81%9.73%1.22%
* Financial Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
PWM
Prestige Wealth, Inc.
0.55
-0.27
-32.93%
TURN
180 Degree Capital
4.96
1.59
47.18%
MAAS
Highest Performances Holdings
3.42
-6,908.58
-99.95%
RMCO
Royalty Management Holding
2.16
1.19
122.68%
BENF
Beneficient
0.36
-0.87
-70.73%
CWD
CaliberCos, Inc. Class A
5.31
-7.18
-57.49%

Prestige Wealth, Inc. Corporate Events

Prestige Wealth Reports Financial Loss Amidst Strategic Expansion
Sep 19, 2025

Prestige Wealth Inc. reported its financial results for the six months ended March 31, 2025, highlighting a significant net loss of $3.6 million compared to the previous year’s loss of $503,429. This financial downturn is attributed to increased operational costs following the acquisition of SPW Global Inc. and Wealth AI, which became wholly owned subsidiaries in November 2024. The acquisition is part of Prestige Wealth’s strategic expansion, potentially impacting its industry positioning by broadening its service offerings and geographical reach.

Prestige Wealth Inc. Completes $7.5 Million Private Placement
Aug 15, 2025

Prestige Wealth Inc. successfully completed a private placement on August 14, 2025, raising approximately US$7.5 million in gross proceeds. This financial maneuver involved the sale of Class A ordinary shares and warrants to purchase additional shares, potentially enhancing the company’s capital structure and market positioning.

Prestige Wealth Inc. Divests Asset Management Subsidiaries to Refocus on Core Business
Jun 30, 2025

On June 25, 2025, Prestige Wealth Inc. finalized a share purchase agreement to sell its wholly owned subsidiary, Prestige Assets International Inc., and its three subsidiaries to a third party. This strategic divestiture allows Prestige Wealth to concentrate on its core business of technology-driven wealth management, potentially enhancing its market positioning and operational focus.

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: Aug 20, 2025