NasdaqCM:PHCF

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Puhui Wealth Investment Management

Executive Summary

Puhui Wealth Investment Management Co., Ltd., through its subsidiaries, provides third-party wealth management services in the People's Republic of China. More Details


Snowflake Analysis

Mediocre balance sheet and overvalued.

Share Price & News

How has Puhui Wealth Investment Management's share price performed over time and what events caused price changes?


Latest Share Price and Events

Stable Share Price: PHCF's share price has been volatile over the past 3 months.


Market Performance


7 Day Return

-0.2%

PHCF

0.7%

US Capital Markets

0.09%

US Market


1 Year Return

23.4%

PHCF

2.6%

US Capital Markets

12.6%

US Market

Return vs Industry: PHCF exceeded the US Capital Markets industry which returned 2.6% over the past year.

Return vs Market: PHCF exceeded the US Market which returned 12.6% over the past year.


Shareholder returns

PHCFIndustryMarket
7 Day-0.2%0.7%0.09%
30 Day1.5%-1.8%-1.6%
90 Day44.6%0.03%7.9%
1 Year23.4%23.4%5.2%2.6%15.2%12.6%
3 Yearn/a22.2%12.7%38.9%29.6%
5 Yearn/a71.6%49.4%87.6%66.5%

Price Volatility Vs. Market

How volatile is Puhui Wealth Investment Management's share price compared to the market and industry in the last 5 years?


Simply Wall St News

Valuation

Is Puhui Wealth Investment Management undervalued compared to its fair value and its price relative to the market?

3.68x

Price to Book (PB) ratio


Share Price vs. Fair Value

Below Fair Value: Insufficient data to calculate PHCF's fair value to establish if it is undervalued.

Significantly Below Fair Value: Insufficient data to calculate PHCF's fair value to establish if it is undervalued.


Price To Earnings Ratio

PE vs Industry: PHCF is unprofitable, so we can't compare its PE Ratio to the US Capital Markets industry average.

PE vs Market: PHCF is unprofitable, so we can't compare its PE Ratio to the US market.


Price to Earnings Growth Ratio

PEG Ratio: Insufficient data to calculate PHCF's PEG Ratio to determine if it is good value.


Price to Book Ratio

PB vs Industry: PHCF is good value based on its PB Ratio (3.7x) compared to the US Capital Markets industry average (4.3x).


Next Steps

Future Growth

How is Puhui Wealth Investment Management forecast to perform in the next 1 to 3 years based on estimates from 0 analysts?

11.2%

Forecasted Diversified Financials industry annual growth in earnings


In this section we usually present revenue and earnings growth projections based on the consensus estimates of professional analysts to help investors understand the company’s ability to generate profit. But as Puhui Wealth Investment Management has not provided enough past data and has no analyst forecast, its future earnings cannot be reliably calculated by extrapolating past data or using analyst predictions.

This is quite a rare situation as 97% of companies covered by SimplyWall St do have past financial data.


Next Steps

Past Performance

How has Puhui Wealth Investment Management performed over the past 5 years?

-97.3%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: PHCF is currently unprofitable.

Growing Profit Margin: PHCF is currently unprofitable.


Past Earnings Growth Analysis

Earnings Trend: PHCF is unprofitable, and losses have increased over the past 5 years at a rate of 97.3% per year.

Accelerating Growth: Unable to compare PHCF's earnings growth over the past year to its 5-year average as it is currently unprofitable

Earnings vs Industry: PHCF is unprofitable, making it difficult to compare its past year earnings growth to the Capital Markets industry (8.2%).


Return on Equity

High ROE: PHCF has a negative Return on Equity (-67.48%), as it is currently unprofitable.


Next Steps

Financial Health

How is Puhui Wealth Investment Management's financial position?


Financial Position Analysis

Short Term Liabilities: PHCF's short term assets ($7.0M) exceed its short term liabilities ($5.1M).

Long Term Liabilities: PHCF's short term assets ($7.0M) exceed its long term liabilities ($846.3K).


Debt to Equity History and Analysis

Debt Level: PHCF's debt to equity ratio (17.4%) is considered satisfactory.

Reducing Debt: Insufficient data to determine if PHCF's debt to equity ratio has reduced over the past 5 years.


Balance Sheet


Cash Runway Analysis

For companies that have on average been loss making in the past we assess whether they have at least 1 year of cash runway.

Stable Cash Runway: PHCF has less than a year of cash runway based on its current free cash flow.

Forecast Cash Runway: PHCF has less than a year of cash runway if free cash flow continues to reduce at historical rates of 89.2% each year


Next Steps

Dividend

What is Puhui Wealth Investment Management current dividend yield, its reliability and sustainability?


Dividend Yield vs Market

Notable Dividend: Unable to evaluate PHCF's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.

High Dividend: Unable to evaluate PHCF's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.


Stability and Growth of Payments

Stable Dividend: Insufficient data to determine if PHCF's dividends per share have been stable in the past.

Growing Dividend: Insufficient data to determine if PHCF's dividend payments have been increasing.


Current Payout to Shareholders

Dividend Coverage: Insufficient data to calculate payout ratio to determine if its dividend payments are covered by earnings.


Future Payout to Shareholders

Future Dividend Coverage: No need to calculate the sustainability of PHCF's dividend in 3 years as they are not forecast to pay a notable one for the US market.


Next Steps

Management

How experienced are the management team and are they aligned to shareholders interests?

3.2yrs

Average board tenure


CEO

Zhe Ji (41 yo)

7.67yrs

Tenure

Mr. Zhe Ji serves as Chief Executive Officer & Chairman of the Board at Puhui Wealth Investment Management Co., Ltd.


Board Members

NamePositionTenureCompensationOwnership
Zhe Ji
CEO & Chairman of the Board7.67yrsno data43.6%
$ 15.5m
Qingbin Meng
Independent Director3.67yrsno datano data
Zhi Su
Independent Director2.67yrsno datano data
Jun Wang
Independent Director1.67yrsno datano data

3.2yrs

Average Tenure

40.5yo

Average Age

Experienced Board: PHCF's board of directors are considered experienced (3.2 years average tenure).


Ownership

Who are the major shareholders and have insiders been buying or selling?


Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Company Information

Puhui Wealth Investment Management Co., Ltd.'s company bio, employee growth, exchange listings and data sources


Key Information

  • Name: Puhui Wealth Investment Management Co., Ltd.
  • Ticker: PHCF
  • Exchange: NasdaqCM
  • Founded: 2013
  • Industry: Asset Management and Custody Banks
  • Sector: Diversified Financials
  • Market Cap: US$35.616m
  • Shares outstanding: 11.51m
  • Website: https://www.puhuiwealth.com

Number of Employees


Location

  • Puhui Wealth Investment Management Co., Ltd.
  • W3 Office Building, Oriental Commerce Tower
  • Suite 1002
  • Beijing
  • Beijing Province
  • 100005
  • China

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
PHCFNasdaqCM (Nasdaq Capital Market)YesOrdinary SharesUSUSDDec 2018

Biography

Puhui Wealth Investment Management Co., Ltd., through its subsidiaries, provides third-party wealth management services in the People's Republic of China. The company markets financial products, such as pr ...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2020/09/20 06:32
End of Day Share Price2020/09/18 00:00
Earnings2019/12/31
Annual Earnings2019/06/30


Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.