PWM vs HGBL

Comparison between Prestige Wealth Inc (PWM, Company) and Heritage Global Inc (HGBL, Company).

PWM vs HGBL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PWM(COMPANY)	HGBL(COMPANY)
Market Cap	$42M	$42M
Max Drawdown	94.17%	74.19%
Sharpe Ratio	0.34	-1.34
5Y Beta	N/A	0.50
Industry	N/A	Capital Markets
P/E Ratio	-19.48	12.97
Forward P/E	N/A	18.02
PEG Ratio	N/A	3.60
5Y EPS CAGR	N/A	-21.56%
Debt to Equity	N/A	6.05%
Free Cash Flow Yield	N/A	-1.86%
P/S Ratio	421.09	0.83
P/B Ratio	2.64	0.62

Market Cap

Winner

PWM

$42M

HGBL

$42M

Max Drawdown

PWM

94.17%

Winner

HGBL

74.19%

Sharpe Ratio

Winner

PWM

0.34

HGBL

-1.34

5Y Beta

PWM

N/A

HGBL

0.50

Industry

PWM

N/A

HGBL

Capital Markets

P/E Ratio

Winner

PWM

-19.48

HGBL

12.97

Forward P/E

PWM

N/A

HGBL

18.02

PEG Ratio

PWM

N/A

HGBL

3.60

5Y EPS CAGR

PWM

N/A

HGBL

-21.56%

Debt to Equity

PWM

N/A

HGBL

6.05%

Free Cash Flow Yield

PWM

N/A

HGBL

-1.86%

P/S Ratio

PWM

421.09

Winner

HGBL

0.83

P/B Ratio

PWM

2.64

Winner

HGBL

0.62

PWM vs HGBL - Historical Returns

Returns include dividend reinvestment.

Period	PWM	HGBL
1 month	-30.00%	-3.23%
3 months	-28.29%	-14.89%
6 months	-90.06%	-12.41%
1 year	N/A	-45.21%
5 years(CAGR)	N/A	-9.62%
10 years(CAGR)	N/A	+17.95%
Max(CAGR)	-89.71%	+18.51%

PWM

-30.00%

Winner

HGBL

-3.23%

PWM

-28.29%

Winner

HGBL

-14.89%

PWM

-90.06%

Winner

HGBL

-12.41%

PWM

N/A

HGBL

-45.21%

5Y(CAGR)

PWM

N/A

HGBL

-9.62%

10Y(CAGR)

PWM

N/A

HGBL

+17.95%

Max(CAGR)

PWM

-89.71%

Winner

HGBL

+18.51%

PWM vs HGBL - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	PWM	HGBL
2026	N/A	-2.44%
2025	N/A	-33.69%
2024	-29.67%	-32.73%
2023	-61.11%	+15.35%
2022	N/A	+32.02%
2021	N/A	-34.84%
2020	N/A	+180.00%
2019	N/A	+117.78%
2018	N/A	+1.00%
2017	N/A	-34.12%
2016	N/A	+135.00%

PWM vs HGBL Drawdown Comparison

The maximum drawdown for PWM was -94.17%, occurring on Jan 31, 2024. This drawdown has not yet recovered.

The maximum drawdown for HGBL was -74.19%, occurring on May 12, 2022. Recovery took 698 trading sessions.

The current PWM drawdown is -94.17%. The current HGBL drawdown is -70.22%.

Rank	PWM	HGBL
#1	-94.17% Jul 10, 2023 - Jan 31, 2024	-74.19% Aug 26, 2020 - Jun 6, 2023
#2	N/A	-71.22% Jul 17, 2023 - Jul 20, 2026
#3	N/A	-65.33% Jan 25, 2017 - Nov 5, 2018
#4	N/A	-62.57% Feb 5, 2016 - Aug 24, 2016
#5	N/A	-52.63% Nov 5, 2018 - Sep 23, 2019
#6	N/A	-44.23% Sep 2, 2016 - Jan 3, 2017
#7	N/A	-36.00% Oct 1, 2019 - May 5, 2020
#8	N/A	-19.54% Jan 19, 2016 - Feb 5, 2016
#9	N/A	-14.50% Jul 2, 2020 - Jul 24, 2020
#10	N/A	-12.82% May 5, 2020 - May 22, 2020
#11	N/A	-12.78% Jun 12, 2020 - Jun 19, 2020
#12	N/A	-12.50% Jun 6, 2023 - Jul 17, 2023
#13	N/A	-11.56% Jun 30, 2020 - Jul 2, 2020
#14	N/A	-9.77% Jan 13, 2017 - Jan 23, 2017
#15	N/A	-8.05% Aug 3, 2020 - Aug 5, 2020