(PWM) Prestige Wealth Ordinary - Ratings and Ratios

Exchange: NASDAQ • Country: Hong Kong • Currency: USD • Type: Common Stock •

PWM: Wealth Management, Asset Management, Financial Services

Prestige Wealth Inc., through its subsidiaries, provides wealth management and asset management services. It assists its clients in identifying and purchasing wealth and asset management products. The company offers its services primarily for high net worth and ultra-high net worth individuals, including business owners, executives, heirs of rich families, and other affluent individuals in Asia primarily in the mainland China or Hong Kong. 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. Web URL: https://www.prestigewm.hk

Additional Sources for PWM Stock

PWM Stock Overview

Market Cap in USD 28m
Sector Financial Services
Industry Asset Management
GiC Sub-Industry Asset Management & Custody Banks
IPO / Inception 2023-07-06

PWM Stock Ratings

Growth 5y -68.1%
Fundamental 21.9%
Dividend -
Rel. Strength Industry -78
Analysts -
Fair Price Momentum 1.59 USD
Fair Price DCF -

PWM Dividends

No Dividends Paid

PWM Growth Ratios

Growth Correlation 3m 84.3%
Growth Correlation 12m -32.5%
Growth Correlation 5y -81%
CAGR 5y -52.21%
CAGR/Mean DD 5y -0.58
Sharpe Ratio 12m 0.74
Alpha -14.26
Beta 0.92
Volatility 178.62%
Current Volume 232k
Average Volume 20d 1105.3k
What is the price of PWM stocks?
As of January 22, 2025, the stock is trading at USD 1.73 with a total of 232,027 shares traded.
Over the past week, the price has changed by +17.69%, over one month by +49.14%, over three months by +87.84% and over the past year by +7.45%.
Is Prestige Wealth Ordinary a good stock to buy?
Neither. Based on ValueRay Fundamental Analyses, Prestige Wealth Ordinary is currently (January 2025) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 21.93 and therefor a neutral outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of PWM as of January 2025 is 1.59. This means that PWM is currently overvalued and has a potential downside of -8.09%.
Is PWM a buy, sell or hold?
Prestige Wealth Ordinary has no consensus analysts rating.
What are the forecast for PWM stock price target?
According to ValueRays Forecast Model, PWM Prestige Wealth Ordinary will be worth about 1.8 in January 2026. The stock is currently trading at 1.73. This means that the stock has a potential upside of +2.31%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 1.8 2.3%