Prestige Wealth Inc.

Prestige Wealth Inc.verified

PWM

Price:

$1.17

Market Cap:

$775.23K

Through its various subsidiaries, Prestige Wealth Inc. (PWM) specializes in delivering comprehensive wealth and asset management services. The firm guides its clients through the process of identifying and acquiring suitable wealth and asset management products. Its primary focus is serving high-net-worth and ultra-high-net-worth individuals across Asia, with a particular emphasis on mainland China and Hong Kong. Established in 2017, the company is headquartered in Central, Hong Kong, and functions as a subsidiary of Prestige Financial Holdings Group Limited.

Industry

Asset Management

IPO Date

2023-07-07

Stock Exchange

NASDAQ

Ticker

PWM

The ROE as of June 2026 (TTM) for Prestige Wealth Inc. (PWM) is 6.55%

According to Prestige Wealth Inc.’s latest financial reports and current stock price. The company's current ROE is 6.55%. This represents a change of -111.18% compared to the average of -58.59% of the last 4 quarters.

Prestige Wealth Inc. (PWM) Historical ROE (quarterly & annually)

How has PWM ROE performed in the past?

The mean historical ROE of Prestige Wealth Inc. over the last ten years is -42.52%. The current 6.55% ROE has changed -115.41% with respect to the historical average. Over the past ten years (40 quarters), PWM's ROE was at its highest in in the March 2026 quarter at 6.88%. The ROE was at its lowest in in the September 2024 quarter at -209.60%.

Quarterly (TTM)
Annual

Average

-42.52%

Median

4.22%

Minimum

-226.15%

Maximum

47.65%

Prestige Wealth Inc. (PWM) ROE by Quarter and Year

Discovering the peaks and valleys of Prestige Wealth Inc. ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 1.25%

Maximum Annual ROE = 47.65%

Minimum Annual Increase = -166.51%

Minimum Annual ROE = -226.15%

Quarterly (TTM)
Annual
YearROEChange
2024-226.15%1.25%
2023-16.75%-166.51%
202225.19%-47.14%

Prestige Wealth Inc. (PWM) Average ROE

How has PWM ROE performed in the past?

The current ROE of Prestige Wealth Inc. (PWM) is greater than its 3-year, greater than its 5-year, and greater than its 10-year historical averages

3-year avg

-72.57%

5-year avg

-42.52%

10-year avg

-42.52%

Prestige Wealth Inc. (PWM) ROE vs. Peers

How is PWM’s ROE compared to its peers?

Prestige Wealth Inc.’s ROE is greater than Maase Inc. (-38.57%), less than ConnectM Technology Solutions, Inc. (216.44%), less than Phoenix Biotech Acquisition Corp. (1.84%), less than Metal Sky Star Acquisition Corporation (6.34%), greater than Blue Safari Group Acquisition Corp. (-9.75%), greater than Goldenstone Acquisition Limited (-30.63%), less than Moringa Acquisition Corp (0.44%), greater than Fortune Rise Acquisition Corporation (-0.57%), less than Iron Horse Acquisitions Corp. Common Stock (22.96%),

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