Provides investment advice to ultra-high and high net worth individuals and families. Offers financial and tax planning services to help clients manage their wealth. Now — the numbers.
This is an established company with proven profits.
Average growth of 24% a year over the last 4 years. Red columns mark years that ended in a loss.
The market pays 27.9× for every dollar of annual profit — around what a business like this usually costs.
Analysts' average target sits 6% above today's price.
Executive selling isn’t always bad news; people sell for personal reasons too. Still, the thin buying side is worth noting.
The stock trades 22% below its peak. The market has trimmed its expectations for the company.
Over the last 4 years, sales grew about 24% a year on average.
Since the drop from its peak, buyer appetite hasn’t come back.
We don’t have a report card for this stock yet — the data isn’t mature enough to grade. No grade is information too: it means the evidence is thin.
One-line summary: few numbers, an untested story. Keep watching.
Not covered, because the filings we hold do not carry it: the revenue breakdown.