NasdaqCM:PHCF

Stock Analysis Report

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.

Snowflake

Fundamentals

Adequate balance sheet with moderate growth potential.

Risks

  • Puhui Wealth Investment Management is not covered by any analysts.

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


Market Performance


7 Day Return

-5.7%

PHCF

0.3%

US Capital Markets

-0.2%

US Market


1 Year Return

n/a

PHCF

-1.7%

US Capital Markets

1.1%

US Market

No trading data on PHCF.

No trading data on PHCF.


Share holder returns

PHCFIndustryMarket
7 Day-5.7%0.3%-0.2%
30 Day0%5.1%2.5%
90 Day-7.8%5.2%1.6%
1 Yearn/a0.5%-1.7%3.4%1.1%
3 Yearn/a58.2%49.3%45.2%35.8%
5 Yearn/a77.6%61.4%62.6%44.8%

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 based on future cash flows and its price relative to the stock market?

30.16x

Price to Earnings (PE) ratio


Intrinsic Value Based on Future Cash Flows

Puhui Wealth Investment Management's share price is above the future cash flow value, it's not available at a moderate discount (< 20%).

Puhui Wealth Investment Management's share price is above the future cash flow value, it's not available at a substantial discount (< 40%).


Price Based on Earnings

Puhui Wealth Investment Management is good value based on earnings compared to the US Capital Markets industry average.

Puhui Wealth Investment Management is overvalued based on earnings compared to the United States of America market.


Price Based on Expected Growth

Unable to calculate PEG ratio for Puhui Wealth Investment Management, we can't assess if its growth is good value.


Price Based on Value of Assets

Puhui Wealth Investment Management is good value based on assets compared to the US Capital Markets industry average.


Next Steps

Future Growth

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

36.4%

Forecasted annual earnings growth


Earnings and Revenue Growth Estimates


Future Annual Growth Analysis

Unable to determine if Puhui Wealth Investment Management is high growth as no revenue estimate data is available.

Puhui Wealth Investment Management's earnings are expected to grow significantly at over 20% yearly.

Unable to compare Puhui Wealth Investment Management's revenue growth to the United States of America market average as no estimate data is available.

Puhui Wealth Investment Management's earnings growth is expected to exceed the United States of America market average.

Puhui Wealth Investment Management's earnings growth is expected to exceed the low risk savings rate of 2.7%.


Earnings per Share Growth Estimates


Future Return on Equity

Unable to establish if Puhui Wealth Investment Management will efficiently use shareholders’ funds in the future without estimates of Return on Equity.


Next Steps

Past Performance

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

161.9%

Last years revenue growth


Earnings and Revenue History


Past Earnings Growth Analysis

Insufficient data to establish if Puhui Wealth Investment Management's year on year earnings growth rate was positive over the past 5 years.

Puhui Wealth Investment Management has become profitable in the last year making the earnings growth rate difficult to compare to the 5-year average.

Puhui Wealth Investment Management has become profitable in the last year making it difficult to compare the US Capital Markets industry average.


Return on Equity

Puhui Wealth Investment Management has not efficiently used shareholders’ funds last year (Return on Equity less than 20%).


Return on Assets

Puhui Wealth Investment Management used its assets more efficiently than the US Capital Markets industry average last year based on Return on Assets.


Return on Capital Employed

Unable to establish if Puhui Wealth Investment Management improved its use of capital last year versus 3 years ago (Return on Capital Employed) due to insufficient past data.


Next Steps

Financial Health

How is Puhui Wealth Investment Management's financial position?


Financial Position Analysis

Puhui Wealth Investment Management is able to meet its short term (1 year) commitments with its holdings of cash and other short term assets.

Puhui Wealth Investment Management's cash and other short term assets cover its long term commitments.


Debt to Equity History and Analysis

Puhui Wealth Investment Management's level of debt (10.3%) compared to net worth is satisfactory (less than 40%).

Unable to establish if Puhui Wealth Investment Management's debt level has increased without past 5-year debt data.

Operating cash flow is negative therefore debt is not well covered.

Interest payments on debt are well covered by earnings (EBIT is 5.6x coverage).


Balance Sheet

Low level of unsold assets.

Debt is covered by short term assets, assets are 10.7x debt.


Next Steps

Dividend

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


Dividend Yield and Payments Analysis

Unable to evaluate Puhui Wealth Investment Management's dividend yield against the bottom 25% of dividend payers as the company has not reported any payouts.

Unable to evaluate Puhui Wealth Investment Management's dividend against the top 25% market benchmark as the company has not reported any payouts.

Unable to perform a dividend volatility check as Puhui Wealth Investment Management has not reported any payouts.

Unable to verify if Puhui Wealth Investment Management's dividend has been increasing as the company has not reported any payouts.


Current Payout to Shareholders

Unable to calculate sustainability of dividends as Puhui Wealth Investment Management has not reported any payouts.


Future Payout to Shareholders

Insufficient estimate data to determine if a dividend will be paid in 3 years and that it will be sustainable.


Next Steps

Management

What is the CEO of Puhui Wealth Investment Management's salary, the management and board of directors tenure and is there insider trading?

2.2yrs

Average board tenure


CEO

Zhe Ji (40yo)

6.7yrs

Tenure

0

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


Board Age and Tenure

2.2yrs

Average Tenure

39.5yo

Average Age

The average tenure for the Puhui Wealth Investment Management board of directors is less than 3 years, this suggests a new board.


Insider Trading

No 3 month open market individual insider trading information.


Ownership Breakdown


Management Team

  • Yang Long (46yo)

    VP & CFO

    • Tenure: 2yrs
  • Zhe Ji (40yo)

    CEO & Chairman of the Board

    • Tenure: 6.7yrs

Board Members

  • Zhe Ji (40yo)

    CEO & Chairman of the Board

    • Tenure: 6.7yrs
  • Qingbin Meng (39yo)

    Independent Director

    • Tenure: 2.7yrs
  • Zhi Su (42yo)

    Independent Director

    • Tenure: 1.7yrs
  • Jun Wang (38yo)

    Director

    • Tenure: 0.7yrs

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$28.654m
  • 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
  • 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. It manages funds for individuals and corporate cli ...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2019/09/19 01:02
End of Day Share Price2019/09/17 00:00
Earnings2018/12/31
Annual Earnings2018/06/30


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.