PRESTIGE WEALTH INC Financials
This page shows PRESTIGE WEALTH INC (PWM) financial statements, including the income statement, balance sheet, cash flow statement, and key financial ratios. View 4 years of annual fundamentals and quarterly data, with year-over-year growth rates and compound annual growth rates (CAGR). All figures are derived from SEC filings (10-K and 10-Q reports).
Financial Health Signals
Based on FY2024 annual data. Scores normalized against common benchmarks. How we calculate these scores
PRESTIGE WEALTH INC has an operating margin of -1101.2%, meaning the company retains $-1101 of operating profit per $100 of revenue. This below-average margin results in a low score of 0/100, suggesting thin profitability after operating expenses. This is down from -319.1% the prior year.
PRESTIGE WEALTH INC's revenue surged 83.6% year-over-year to $640K, reflecting rapid business expansion. This strong growth earns a score of 100/100.
PRESTIGE WEALTH INC carries a low D/E ratio of 1.08, meaning only $1.08 of long-term debt for every $1 of shareholders' equity. This conservative leverage earns a score of 80/100, indicating a strong balance sheet with room for future borrowing.
PRESTIGE WEALTH INC's current ratio of 1.12 means current assets barely cover short-term liabilities. This tight liquidity results in a low score of 18/100, which could limit financial flexibility.
PRESTIGE WEALTH INC generates a -226.1% ROE, indicating limited profit relative to shareholders' investment. This results in a returns score of 0/100. This is down from -16.8% the prior year.
PRESTIGE WEALTH INC passes 2 of 9 financial strength tests. 1 of 4 profitability signals pass, no leverage/liquidity signals pass (rising debt, declining liquidity, or share dilution), both operating efficiency signals pass.
For every $1 of reported earnings, PRESTIGE WEALTH INC generates $0.24 in operating cash flow (-$1.7M OCF vs -$6.9M net income). This low ratio suggests earnings are primarily driven by accounting accruals rather than cash generation, which may not be sustainable.
Key Financial Metrics
Earnings & Revenue
PRESTIGE WEALTH INC generated $640K in revenue in fiscal year 2024. This represents an increase of 83.6% from the prior year.
PRESTIGE WEALTH INC reported -$6.9M in net income in fiscal year 2024. This represents a decrease of 563.9% from the prior year.
PRESTIGE WEALTH INC earned $-0.68 per diluted share (EPS) in fiscal year 2024. This represents a decrease of 441.6% from the prior year.
Cash & Balance Sheet
PRESTIGE WEALTH INC held $13K in cash against $0 in long-term debt as of fiscal year 2024.
PRESTIGE WEALTH INC had 14M shares outstanding in fiscal year 2024. This represents an increase of 58.1% from the prior year.
Margins & Returns
PRESTIGE WEALTH INC's operating margin was -1101.2% in fiscal year 2024, reflecting core business profitability. This is down 782.2 percentage points from the prior year.
PRESTIGE WEALTH INC's net profit margin was -1074.6% in fiscal year 2024, showing the share of revenue converted to profit. This is down 777.5 percentage points from the prior year.
PRESTIGE WEALTH INC's ROE was -226.1% in fiscal year 2024, measuring profit generated per dollar of shareholder equity. This is down 209.4 percentage points from the prior year.
Capital Allocation
PWM Income Statement
| Metric | Q2'25 | Q4'24 | Q4'23 | Q4'22 |
|---|---|---|---|---|
| Revenue | N/A | N/A | N/A | N/A |
| Cost of Revenue | N/A | N/A | N/A | N/A |
| Gross Profit | N/A | N/A | N/A | N/A |
| R&D Expenses | N/A | N/A | N/A | N/A |
| SG&A Expenses | N/A | N/A | N/A | N/A |
| Operating Income | N/A | N/A | N/A | N/A |
| Interest Expense | N/A | N/A | N/A | N/A |
| Income Tax | N/A | N/A | N/A | N/A |
| Net Income | N/A | N/A | N/A | N/A |
| EPS (Diluted) | N/A | N/A | N/A | N/A |
PWM Balance Sheet
| Metric | Q2'25 | Q4'24 | Q4'23 | Q4'22 |
|---|---|---|---|---|
| Total Assets | $18.2M+186.9% | $6.3M-7.8% | $6.9M+14.4% | $6.0M |
| Current Assets | N/A | $3.7M-44.4% | $6.7M+10.9% | $6.0M |
| Cash & Equivalents | $7K-49.5% | $13K-96.9% | $431K+545.9% | $67K |
| Inventory | N/A | N/A | $26K | N/A |
| Accounts Receivable | $13K-1.1% | $13K-95.3% | $273K-3.0% | $282K |
| Goodwill | $13.7M | N/A | N/A | N/A |
| Total Liabilities | $2.2M-33.0% | $3.3M+382.6% | $681K+9.9% | $620K |
| Current Liabilities | N/A | $3.3M+532.0% | $520K-16.1% | $620K |
| Long-Term Debt | N/A | N/A | N/A | N/A |
| Total Equity | $15.9M+424.5% | $3.0M-50.8% | $6.2M+15.0% | $5.4M |
| Retained Earnings | -$6.9M-112.4% | -$3.2M-188.8% | $3.6M-22.1% | $4.7M |
PWM Cash Flow Statement
| Metric | Q2'25 | Q4'24 | Q4'23 | Q4'22 |
|---|---|---|---|---|
| Operating Cash Flow | N/A | N/A | N/A | N/A |
| Capital Expenditures | N/A | N/A | N/A | N/A |
| Free Cash Flow | N/A | N/A | N/A | N/A |
| Investing Cash Flow | N/A | N/A | N/A | N/A |
| Financing Cash Flow | N/A | N/A | N/A | N/A |
| Dividends Paid | N/A | N/A | N/A | N/A |
| Share Buybacks | N/A | N/A | N/A | N/A |
PWM Financial Ratios
| Metric | Q2'25 | Q4'24 | Q4'23 | Q4'22 |
|---|---|---|---|---|
| Gross Margin | N/A | N/A | N/A | N/A |
| Operating Margin | N/A | N/A | N/A | N/A |
| Net Margin | N/A | N/A | N/A | N/A |
| Return on Equity | N/A | N/A | N/A | N/A |
| Return on Assets | N/A | N/A | N/A | N/A |
| Current Ratio | N/A | 1.12-11.7 | 12.79+3.1 | 9.68 |
| Debt-to-Equity | 0.14-0.9 | 1.08+1.0 | 0.110.0 | 0.12 |
| FCF Margin | N/A | N/A | N/A | N/A |
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Frequently Asked Questions
What is PRESTIGE WEALTH INC's annual revenue?
PRESTIGE WEALTH INC (PWM) reported $640K in total revenue for fiscal year 2024. This represents a 83.6% change compared to the previous fiscal year. Revenue measures the total income earned from the company's primary business operations before any expenses are deducted.
How fast is PRESTIGE WEALTH INC's revenue growing?
PRESTIGE WEALTH INC (PWM) revenue grew by 83.6% year-over-year, from $349K to $640K in fiscal year 2024.
Is PRESTIGE WEALTH INC profitable?
No, PRESTIGE WEALTH INC (PWM) reported a net income of -$6.9M in fiscal year 2024, with a net profit margin of -1074.6%.
What is PRESTIGE WEALTH INC's operating margin?
PRESTIGE WEALTH INC (PWM) had an operating margin of -1101.2% in fiscal year 2024, reflecting the profitability of core business operations before interest and taxes.
What is PRESTIGE WEALTH INC's net profit margin?
PRESTIGE WEALTH INC (PWM) had a net profit margin of -1074.6% in fiscal year 2024, representing the share of revenue converted into profit after all expenses.
What is PRESTIGE WEALTH INC's return on equity (ROE)?
PRESTIGE WEALTH INC (PWM) has a return on equity of -226.1% for fiscal year 2024, measuring how efficiently the company generates profit from shareholder equity.
What is PRESTIGE WEALTH INC's operating cash flow?
PRESTIGE WEALTH INC (PWM) generated -$1.7M in operating cash flow during fiscal year 2024, representing cash generated from core business activities.
What are PRESTIGE WEALTH INC's total assets?
PRESTIGE WEALTH INC (PWM) had $6.3M in total assets as of fiscal year 2024, including both current and long-term assets.
What is PRESTIGE WEALTH INC's current ratio?
PRESTIGE WEALTH INC (PWM) had a current ratio of 1.12 as of fiscal year 2024, which is considered adequate.
What is PRESTIGE WEALTH INC's debt-to-equity ratio?
PRESTIGE WEALTH INC (PWM) had a debt-to-equity ratio of 1.08 as of fiscal year 2024, measuring the company's financial leverage by comparing total debt to shareholder equity.
What is PRESTIGE WEALTH INC's return on assets (ROA)?
PRESTIGE WEALTH INC (PWM) had a return on assets of -108.7% for fiscal year 2024, measuring how efficiently the company uses its assets to generate profit.
What is PRESTIGE WEALTH INC's cash runway?
Based on fiscal year 2024 data, PRESTIGE WEALTH INC (PWM) had $13K in cash against an annual operating cash burn of $1.7M. This gives an estimated cash runway of approximately 0 months at the current burn rate. Cash runway measures how long a company can continue operating before running out of cash, assuming no additional funding.
What is PRESTIGE WEALTH INC's Piotroski F-Score?
PRESTIGE WEALTH INC (PWM) has a Piotroski F-Score of 2 out of 9, indicating weak financial health. The F-Score evaluates nine binary signals across profitability (positive ROA, positive cash flow, improving ROA, earnings quality), leverage (decreasing debt, improving liquidity, no share dilution), and operating efficiency (improving gross margin, improving asset turnover). Scores of 7–9 indicate strong and improving fundamentals. Learn more in our complete guide to financial health indicators.
Are PRESTIGE WEALTH INC's earnings high quality?
PRESTIGE WEALTH INC (PWM) has an earnings quality ratio of 0.24x, considered low quality (accrual-driven). This ratio compares operating cash flow to net income. A ratio above 1.0x means the company generates more cash than its reported earnings, indicating sustainable, cash-backed profits. Ratios below 1.0x suggest earnings rely on accounting accruals rather than actual cash generation. Learn more in our complete guide to financial health indicators.
How financially healthy is PRESTIGE WEALTH INC?
PRESTIGE WEALTH INC (PWM) scores 40 out of 100 on our Financial Profile, indicating moderate overall financial health. This composite score evaluates six dimensions: profitability (operating margin), revenue growth, leverage (debt-to-equity), liquidity (current ratio), cash flow quality (free cash flow margin), and shareholder returns (return on equity). Each dimension is normalized against standard financial benchmarks. Learn more in our complete guide to financial health indicators.