Prime Financial Group Limited (PFG) AI Stock Analysis

• Market Cap: AU$54.30M
• Dividend Yield: 7.36%
• Average Volume (3M): 119.81K
• Price to Earnings (P/E): 12.6
• Beta (1Y): 0.17
• Revenue Growth: 26.27%
• EPS Growth: 32.82%
• Country: AU
• Employees: 200
• Sector: Financial
• Sector Strength: 84
• Industry: Asset Management
• EPS (TTM): 0.02
• Shares Outstanding: 256,247,770
• 10 Day Avg. Volume: 154,759
• 30 Day Avg. Volume: 119,807
• PEG Ratio: 0.39
• Price to Book (P/B): N/A
• Price to Sales (P/S): 1.58
• Price to Cash Flow (P/CF): N/A
• P/FCF Ratio: 0.00
• Enterprise Value/Market Cap: N/A
• Enterprise Value/Revenue: N/A
• Enterprise Value/Gross Profit: N/A
• Enterprise Value/Ebitda: N/A
• 1Y Price Target: N/A
• Price Target Upside: N/A
• Rating Consensus: N/A
• Number of Analyst Covering: 0

Prime Financial Group Limited shows strong financial performance with robust revenue growth and a solid cash flow position. However, technical analysis indicates potential short-term weakness, though long-term stability remains. Valuation metrics are favorable, backed by a reasonable P/E ratio and high dividend yield. Monitoring of increasing debt levels is advised.

Prime Financial Group Limited Business Overview & Revenue Model

Company Description

Prime Financial Group Limited (PFG) is an Australian-based financial services company that offers a range of integrated wealth management solutions. The company operates across several sectors, including accounting and business advisory, wealth management, and self-managed superannuation fund (SMSF) services. PFG's core services aim to assist clients in achieving their financial goals through strategic planning, investment management, and comprehensive financial advice.

How the Company Makes Money

Prime Financial Group Limited generates revenue primarily through the provision of financial advisory and wealth management services. The company earns fees for offering strategic financial planning, investment advice, and portfolio management to individual and corporate clients. Additionally, PFG derives income from accounting and business advisory services, providing tailored solutions to enhance business performance and compliance. The company's SMSF services also contribute to its revenue streams, as it assists clients in setting up and managing their self-managed superannuation funds. Key partnerships with financial institutions and investment platforms augment PFG's ability to offer diversified financial products, thereby enhancing its service offerings and expanding its client base.

Prime Financial Group Limited Financial Statement Overview

Summary

Income Statement

Balance Sheet

Cash Flow

Breakdown
Jun 2024	Jun 2023	Jun 2022	Jun 2021	Jun 2020
Income Statement		Total Revenue
40.77M	33.74M	26.33M	22.32M	21.55M
	Gross Profit
18.54M	31.98M	24.73M	20.53M	19.46M
	EBIT
6.26M	6.99M	6.76M	5.34M	4.13M
	EBITDA
8.34M	8.76M	8.35M	7.13M	6.22M
	Net Income Common Stockholders
2.85M	4.41M	3.81M	3.07M	2.13M
Balance Sheet		Cash, Cash Equivalents and Short-Term Investments
507.86K	1.04M	128.70K	65.72K	93.49K
	Total Assets
82.12M	67.14M	59.77M	58.29M	58.90M
	Total Debt
14.73M	11.30M	7.15M	9.92M	13.54M
	Net Debt
14.22M	10.25M	7.02M	9.86M	13.44M
	Total Liabilities
29.38M	17.80M	13.12M	14.63M	17.73M
	Stockholders Equity
52.12M	48.70M	46.03M	42.86M	39.96M
Cash Flow		Free Cash Flow
5.27M	2.47M	5.86M	5.32M	3.42M
	Operating Cash Flow
5.74M	4.22M	6.14M	5.54M	3.74M
	Investing Cash Flow
-2.99M	-3.94M	-974.21K	-811.25K	-2.87M
	Financing Cash Flow
-3.29M	637.73K	-5.11M	-4.76M	-984.05K

Prime Financial Group Limited Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 0.22
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Positive
• MACD: Negative
• RSI: Neutral
• STOCH: Negative

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:PFG, the sentiment is Positive. The current price of 0.22 is above the 20-day moving average (MA) of 0.22, below the 50-day MA of 0.22, and above the 200-day MA of 0.21, indicating a neutral trend. The MACD of >-0.01 indicates Negative momentum. The RSI at 50.73 is Neutral, neither overbought nor oversold. The STOCH value of 100.00 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AU:PFG.

Prime Financial Group Limited Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
MFG	73 Outperform	€1.32B	6.02	23.27%	9.01%	-9.29%	12.94%
CGF	70 Outperform	$4.88B	33.36	3.85%	6.05%	17.95%	-34.24%
PFG	68 Neutral	AU$54.30M	12.64	7.76%	7.36%	26.27%	32.82%
AFI	68 Neutral		29.73	3.68%	3.72%	1.81%	0.50%
Sector *	63 Neutral	$12.31B	9.55	7.88%	79.24%	12.71%	-4.71%
PPT	55 Neutral	€1.96B	―	-24.47%	7.86%	5.36%	-846.00%
AMP	44 Neutral	$3.06B	17.07	4.84%	1.80%	19.36%	1261.54%

Prime Financial Group Limited Corporate Events

Prime Financial Group Announces Proposed Securities Issue

Prime Financial Group Limited has announced a proposed issue of 16,125,000 ordinary fully paid securities, with the issue date set for April 29, 2025. This strategic move is expected to bolster the company’s financial position and enhance its market presence, potentially benefiting stakeholders by increasing liquidity and supporting future growth initiatives.

Prime Financial Group Expands Wealth Offering with Lincoln Indicators Acquisition

Prime Financial Group Limited has announced its acquisition of Lincoln Indicators, a prominent Australian investment research, portfolio, platform, and funds management business. This strategic move is set to significantly enhance Prime’s wealth offering and distribution footprint, increasing access to high-net-worth investors by tenfold. The acquisition aligns with Prime’s growth strategy through complementary and EPS-accretive acquisitions, aiming to diversify customers and boost recurring revenue. The deal, valued at up to $17.9 million, will be funded through a mix of cash and shares over three years, with additional payments tied to performance targets. The integration of Lincoln’s services and client base is expected to provide substantial cross-selling opportunities and strengthen Prime’s position in the high-net-worth and wholesale investor market.

Prime Financial Group Reports Strong H1 FY25 Results

Prime Financial Group Limited has released its half-year results for the fiscal year 2025, highlighting a strong global presence and a robust financial position with $1.3 billion in funds under management. The firm continues to expand its market influence with 189 team members and a proven track record over its 26-year history, signaling positive implications for stakeholders and reinforcing its industry positioning.

Prime Financial Group’s Strong H1 FY25 Growth Fueled by Strategic Acquisitions

Prime Financial Group Ltd reported strong growth for the first half of fiscal year 2025, driven by a 25% increase in total revenue, primarily due to acquisitions in the Wealth and Business segments. The company successfully integrated Altor Capital and Equity Plan Management into its operations, significantly contributing to its earnings and positioning Prime as a leading player in its market segments. The company remains on track to meet its FY25 guidance, aiming for substantial revenue growth and continued expansion through strategic acquisitions, supported by a revised financing facility with Westpac.

Prime Financial Group Reports Significant Profit Surge

Prime Financial Group Limited reported a remarkable increase in revenue and profit for the half-year ended December 31, 2024. Revenue from ordinary activities rose by 25% to $22.94 million, while profit after tax attributable to members skyrocketed by 3411% to $1.10 million. An interim dividend of 0.77 cents per security has been declared, reflecting a slight increase from the previous period. The company’s net tangible asset backing per security improved from a negative 2.59 cents in June 2024 to negative 1.06 cents by December 2024. These financial results, audited by Ernst & Young, underscore the company’s strong performance and potential positive impact on stakeholders.

Prime Financial Group to Announce H1 FY25 Results in Investor Webinar

Prime Financial Group Ltd is set to announce its H1 FY25 financial results on 20 February 2025, during a live webinar presented by Managing Director & Chairman Simon Madder. The event, which will include a Q&A session, reflects Prime’s ongoing efforts to engage with stakeholders and provide transparency in its financial operations, potentially impacting its market positioning positively.

Prime Financial Group Announces New Securities Quotation on ASX

Prime Financial Group Limited has announced a new application for the quotation of 5,876,068 ordinary fully paid securities on the Australian Securities Exchange (ASX). This issuance is part of a previously announced transaction, suggesting a strategic move to bolster its market presence or support operational initiatives. The impact of this announcement on the company’s operations or industry positioning is not explicitly detailed in the release.

Prime Financial Group’s Altor Capital Surpasses EBITDA Expectations

Prime Financial Group announced that its acquisition, Altor Capital, has exceeded expectations by reaching its maintainable EBITDA target within the first year, instead of the anticipated three years. This achievement supports Prime’s strategy of pursuing EPS-accretive acquisitions to enhance its business capabilities and scale, and they have a Non-Binding Indicative Offer signed for another business in the Wealth segment.