OTCPK:LEON

Stock Analysis Report

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Executive Summary

Leone Asset Management, Inc., through its subsidiaries, provides financial advisory and consulting services in the United States and internationally.


Snowflake Analysis

Mediocre balance sheet with weak fundamentals.

Share Price & News

How has Leone Asset Management's share price performed over time and what events caused price changes?


Latest Share Price and Events

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


Market Performance


7 Day Return

0%

LEON

0.6%

US Capital Markets

1.1%

US Market


1 Year Return

-55.4%

LEON

-0.8%

US Capital Markets

4.6%

US Market

Return vs Industry: LEON underperformed the US Capital Markets industry which returned -1.7% over the past year.

Return vs Market: LEON underperformed the US Market which returned 4.1% over the past year.


Shareholder returns

LEONIndustryMarket
7 Day0%0.6%1.1%
30 Day0%3.7%5.5%
90 Day-43.0%-10.7%-4.9%
1 Year-55.4%-55.4%1.3%-0.8%7.0%4.6%
3 Year-18.2%-18.2%22.4%15.3%28.6%20.1%
5 Year971.4%971.4%44.4%30.7%52.5%35.3%

Price Volatility Vs. Market

How volatile is Leone Asset Management's share price compared to the market and industry in the last 5 years?


Simply Wall St News

No news available

Valuation

Is Leone Asset Management undervalued compared to its fair value and its price relative to the market?


In this section, we usually try to help investors determine whether Leone Asset Management is trading at an attractive price based on the cash flow it is expected to produce in the future. But as Leone Asset Management has not provided consistent financial data, and the stock also has no analyst forecast or coverage, its intrinsic value cannot be reliably calculated by extrapolating past data or using analyst consensus cash flow predictions.

This is quite a rare situation as 89% of companies covered by Simply Wall St do have a valuation analysis.


Next Steps

  • Take a look at our analysis of LEON’s management and see if the CEO’s compensation is within a reasonable range, who is on the board and if insiders have been trading lately.
  • When valuing a company like this, investors focus more on how they perceive the size of the opportunity, the company's ability to deliver and scale, and the strength of the team. While we are not analysing this type of data at the moment, if you don’t know where to start, we recommend reading through Leone Asset Management regulatory filings here.
  • Explore potentially undervalued companies in the Diversified Financials industry.

Future Growth

How is Leone Asset Management forecast to perform in the next 1 to 3 years based on estimates from 0 analysts?

6.9%

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 Leone Asset 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

  • Take a look at our analysis of LEON’s management and see if the CEO’s compensation is within a reasonable range, who is on the board and if insiders have been trading lately.
  • While we do not consider unaudited financials to be a reliable enough to include in our analysis, you can access them on the OTC Markets Website. If you are looking for more of a qualitative research into the company, you can access Leone Asset Management's filings and announcements here.
  • Explore growth companies in the Diversified Financials industry.

Past Performance

How has Leone Asset Management performed over the past 5 years?

15.8%

Historical Diversified Financials annual earnings growth


In this section we usually display a company’s past earnings and revenues to help investors visualise the trend through time. We also gauge the company’s performance by benchmarking its returns and growth to its industry peers and the wider market. However, Leone Asset Management has not provided sufficient past data to assess its track record.

This is quite a rare situation as 97% of companies covered by Simply Wall St do have historical data.


Next Steps

Financial Health

How is Leone Asset Management's financial position?


In this section we usually analyse Leone Asset Management's finance health to determine how well-positioned it is against times of financial distress, in particular, its ability to manage its cash and debt levels. Leone Asset Management has not provided adequate balance sheet data, its financial health cannot be properly assessed as it.

This is quite a rare situation as 97% of companies covered by Simply Wall St do have financial information.


Next Steps

  • Take a look at our analysis of LEON’s management and see if the CEO’s compensation is within a reasonable range, who is on the board and if insiders have been trading lately.
  • Investors tend to look at the financial health of a company this size in order to assess the sustainability of its current operations. While we do not consider unaudited financials to be a reliable enough to include in our analysis, you can access them on the OTC Markets Website.
  • Financial health is measured at one point in time, so the latest financial report is the best representation of the company’s current financial status. Check when Leone Asset Management's financial data was last updated here.
  • Explore more healthy companies in the Diversified Financials industry.

Dividend

What is Leone Asset Management's current dividend yield, its reliability and sustainability?


Dividend Yield vs Market

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

High Dividend: Unable to evaluate LEON'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 LEON's dividends per share have been stable in the past.

Growing Dividend: Insufficient data to determine if LEON'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 LEON'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?

1.8yrs

Average board tenure


CEO

Jim Price (55yo)

3.42yrs

Tenure

Mr. James Martin Price, also known as Jim, has been Chief Executive Officer of Leone Asset Management, Inc. since December 1, 2016 and has been its Chairman of the Board since January 5, 2017. Mr. Price se ...


Board Members

NamePositionTenureCompensationOwnership
James Price
Chairman & CEO3.42yrsno datano data
Richard Goldfarb
Member of Medical Advisory Boardno datano datano data
Benjamin Bates
Director1.75yrsno datano data
Eric Mader
Director1.33yrsno datano data
Thomas Young
Member of Medical Advisory Boardno datano datano data
Aaron Shapiro
Member of Medical Advisory Boardno datano datano data
David Silberman
Member of Medical Advisory Boardno datano datano data
Jeffrey Blumenthal
Member of Medical Advisory Boardno datano datano data
Fred Himmelstein
Member of Medical Advisory Boardno datano datano data
Ron Adams
Director1.75yrsno datano data

1.8yrs

Average Tenure

57yo

Average Age

Experienced Board: LEON's board of directors are not considered experienced ( 1.8 years average tenure), which suggests a new board.


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

Leone Asset Management, Inc.'s company bio, employee growth, exchange listings and data sources


Key Information

  • Name: Leone Asset Management, Inc.
  • Ticker: LEON
  • Exchange: OTCPK
  • Founded:
  • Industry: Asset Management and Custody Banks
  • Sector: Diversified Financials
  • Market Cap: US$58.075m
  • Shares outstanding: 129.06m
  • Website: https://www.leoneasset.com

Location

  • Leone Asset Management, Inc.
  • 801 West Bay Drive
  • Suites 715 and 206
  • Largo
  • Florida
  • 33770
  • United States

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
LEONOTCPK (Pink Sheets LLC)YesCommon StockUSUSDJun 2009

Biography

Leone Asset Management, Inc., through its subsidiaries, provides financial advisory and consulting services in the United States and internationally. Its services comprise consulting, investment banking, asset management, private equity, financial inclusion, and fund management services. The company provides financial advice on individual wealth management, mergers, acquisitions, restructurings, financing, and capital raising primarily to individuals, corporations, partnerships, institutions, and governments. It also operates two alluvial diamond mines in the Bo and Kono regions of Sierra Leone; and exports minerals. In addition, the company provides residential and commercial real estate brokerage services, as well as commercial property management services in Sierra Leone. It operates leonerealty.com, which enables brokers to list residential and commercial properties, as well as allows home buyers or renters search for home. The company was formerly known as Sloud, Inc. and changed its name to Leone Asset Management, Inc. in August 2013. The company is headquartered in Largo, Florida. 


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2020/05/27 01:24
End of Day Share Price2020/03/26 00:00
Earnings2011/12/31
Annual Earnings2011/12/31


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.