PWM vs MKTW

Comparison between Prestige Wealth Inc (PWM, Company) and Marketwise Inc - Class A (MKTW, Company).

PWM vs MKTW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PWM(COMPANY)	MKTW(COMPANY)
Market Cap	$42M	$42M
Max Drawdown	94.17%	96.94%
Sharpe Ratio	0.34	0.33
5Y Beta	N/A	0.75
Industry	N/A	Financial Data & Stock Exchanges
P/E Ratio	-19.48	12.32
Forward P/E	N/A	10.13
Dividend Yield	N/A	5.10%
Debt to Equity	N/A	0.00%
Free Cash Flow Yield	N/A	99.09%
P/S Ratio	421.09	N/A
P/B Ratio	2.64	N/A

Market Cap

Winner

PWM

$42M

MKTW

$42M

Max Drawdown

Winner

PWM

94.17%

MKTW

96.94%

Sharpe Ratio

Winner

PWM

0.34

MKTW

0.33

5Y Beta

PWM

N/A

MKTW

0.75

Industry

PWM

N/A

MKTW

Financial Data & Stock Exchanges

P/E Ratio

Winner

PWM

-19.48

MKTW

12.32

Forward P/E

PWM

N/A

MKTW

10.13

Dividend Yield

PWM

N/A

MKTW

5.10%

Debt to Equity

PWM

N/A

MKTW

0.00%

Free Cash Flow Yield

PWM

N/A

MKTW

99.09%

P/S Ratio

PWM

421.09

MKTW

N/A

P/B Ratio

PWM

2.64

MKTW

N/A

PWM vs MKTW - Historical Returns

Returns include dividend reinvestment.

Period	PWM	MKTW
1 month	-30.00%	+0.87%
3 months	-28.29%	+25.78%
6 months	-90.06%	+11.91%
1 year	N/A	+6.69%
5 years(CAGR)	N/A	-35.17%
Max(CAGR)	-89.71%	-31.26%

PWM

-30.00%

Winner

MKTW

+0.87%

PWM

-28.29%

Winner

MKTW

+25.78%

PWM

-90.06%

Winner

MKTW

+11.91%

PWM

N/A

MKTW

+6.69%

5Y(CAGR)

PWM

N/A

MKTW

-35.17%

Max(CAGR)

PWM

-89.71%

Winner

MKTW

-31.26%

PWM vs MKTW - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	PWM	MKTW
2026	N/A	+18.01%
2025	N/A	+54.01%
2024	-29.67%	-78.40%
2023	-61.11%	+74.30%
2022	N/A	-76.34%
2021	N/A	-27.22%
2020	N/A	+3.96%

PWM vs MKTW 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 MKTW was -96.43%, occurring on Nov 11, 2024. This drawdown has not yet recovered.

The current PWM drawdown is -94.17%. The current MKTW drawdown is -92.43%.

Rank	PWM	MKTW
#1	-94.17% Jul 10, 2023 - Jan 31, 2024	-96.43% Aug 2, 2021 - Nov 11, 2024
#2	N/A	-20.71% Feb 19, 2021 - Jul 26, 2021
#3	N/A	-5.42% Jul 26, 2021 - Jul 29, 2021
#4	N/A	-3.86% Sep 16, 2020 - Dec 16, 2020
#5	N/A	-3.29% Jan 14, 2021 - Feb 4, 2021
#6	N/A	-2.57% Dec 24, 2020 - Jan 12, 2021
#7	N/A	-1.00% Feb 12, 2021 - Feb 19, 2021
#8	N/A	-0.57% Jan 12, 2021 - Jan 14, 2021
#9	N/A	-0.27% Feb 8, 2021 - Feb 12, 2021
#10	N/A	-0.25% Dec 17, 2020 - Dec 21, 2020
#11	N/A	-0.19% Feb 4, 2021 - Feb 8, 2021
#12	N/A	-0.10% Dec 22, 2020 - Dec 24, 2020

Correlation

Correlation between PWM and MKTW is -0.46 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.46

-101