Provides wealth and investment products and services. Offers portfolio management and discretionary wealth management. Now — the numbers.
This is an established company with proven profits.
Average growth of 26% a year over the last 4 years. Every year shown ended in profit.
The market pays 8× for every dollar of annual profit — cheap, which is either an opportunity or a warning.
No analyst target is on record for this company.
The stock trades near its peak today. For long-term holders the ride has paid off so far — though past performance guarantees nothing about the future.
The net profit margin is 15% — still a thick cushion, though costs have been eating into it lately.
Over the last 4 years, sales grew about 26% a year on average.
It pays out $1.04 per share each year — regular cash for whoever holds the stock.
Getting in and out without moving the price could prove difficult.
No score published: this stock trades under $10,000 on a typical day, so the price beside it is not one you could reliably act on.
One-line summary: few numbers, an untested story. Keep watching.
Not covered, because the filings we hold do not carry it: earnings execution, the revenue breakdown.