Aurelion Inc. (AURE) fundamental analysis — strengths, weaknesses & financial health based on data analysis
* These insights are generated automatically based on available financial data. Please conduct your own research before making investment decisions.
Aurelion Inc. (AURE) stock price & volume — 10-year historical chart
Aurelion Inc. (AURE) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Aurelion Inc. (AURE) competitors in Wealth managers and broker platforms — business model, growth, and fundamentals comparison
Aurelion Inc. (AURE) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Aurelion Inc. (AURE) annual income statement — 10-year revenue, gross profit & net income history
| Line item | Sep'21 | Sep'22 | Sep'23 | Sep'24 | TTM |
|---|---|---|---|---|---|
| Net Interest Income | 0 | 0 | 0 | 0 | 0 |
| NII Growth % | - | - | - | - | 0% |
| Net Interest Margin % | 0% | 0% | 0% | 0% | 0% |
| Interest Income | 0 | 0 | 0 | 0 | 0 |
| Interest Expense | 0 | 0 | 0 | 0 | 0 |
| Loan Loss Provision | 41.91K | 0 | 0 | 0 | 99.34K |
| Non-Interest Income | 2.79M | 2.09M | 348.53K | 639.91K | 287 |
| Non-Interest Income % | 100% | 100% | 100% | 100% | 100% |
| Total Revenue | 2.79M▲ 0% | 2.09M▼ 25.3% | 348.53K▼ 83.3% | 639.91K▲ 83.6% | 287▲ 0% |
| Revenue Growth % | - | -25.32% | -83.29% | 83.6% | 0% |
| Non-Interest Expense | 1.1M | 690.41K | 1.46M | 7.69M | 3.62M |
| Efficiency Ratio | 39.32% | 33.11% | 419.05% | 1201.23% | 1260221.95% |
| Operating Income | 1.65M▲ 0% | 1.39M▼ 15.6% | -1.11M▼ 179.7% | -7.05M▼ 533.7% | -3.72M▲ 0% |
| Operating Margin % | 59.17% | 66.89% | -319.05% | -1101.23% | -1294736.24% |
| Operating Income Growth % | - | -15.58% | -179.72% | -533.72% | - |
| Pretax Income | 1.91M▲ 0% | 1.58M▼ 17.1% | -1.04M▼ 166.0% | -6.88M▼ 559.5% | -3.68M▲ 0% |
| Pretax Margin % | 68.3% | 75.78% | -299.32% | -1075.14% | -1282939.37% |
| Income Tax | -4.93K | 225.65K | -7.48K | -3.11K | -46.95K |
| Effective Tax Rate % | -0.26% | 14.28% | 0.72% | 0.05% | 1.28% |
| Net Income | 1.91M▲ 0% | 1.35M▼ 29.2% | -1.04M▼ 176.5% | -6.88M▼ 563.9% | -3.64M▲ 0% |
| Net Margin % | 68.48% | 64.96% | -297.18% | -1074.65% | -1266581.18% |
| Net Income Growth % | - | -29.16% | -176.47% | -563.95% | - |
| Net Income (Continuing) | 1.91M | 1.35M | -1.04M | -6.88M | -3.64M |
| EPS (Diluted) | 21.00▲ 0% | 15.00▼ 28.6% | -13.00▼ 186.7% | -83.00▼ 538.5% | -▲ 0% |
| EPS Growth % | - | -28.57% | -186.67% | -538.46% | - |
| EPS (Basic) | 24.00 | 17.00 | -13.00 | -83.00 | - |
| Diluted Shares Outstanding | 90K | 90K | 82.55K | 82.55K | 28.68M |
Aurelion Inc. (AURE) balance sheet — assets, liabilities & shareholders' equity
| Line item | Sep'21 | Sep'22 | Sep'23 | Sep'24 | TTM |
|---|---|---|---|---|---|
| Cash & Short Term Investments | 750.22K | 66.78K | 431.31K | 13.19K | 6.66K |
| Cash & Due from Banks | 750.22K | 66.78K | 431.31K | 13.19K | 6.66K |
| Short Term Investments | 0 | 0 | 0 | 0 | 0 |
| Total Investments | 0 | 0 | 0 | 2.63M | 2.88M |
| Investments Growth % | - | - | - | - | 0% |
| Long-Term Investments | 0 | 0 | 0 | 2.63M | 2.88M |
| Accounts Receivables | 46.51K | 281.63K | 273.26K | 12.92K | 12.77K |
| Goodwill & Intangibles | 0 | 0 | 0 | 0 | 14.19M |
| Goodwill | 0 | 0 | 0 | 0 | 13.67M |
| Intangible Assets | 0 | 0 | 0 | 0 | 512.46K |
| PP&E (Net) | 0 | 0 | 140.9K | 0 | 0 |
| Other Assets | -6.7K | 0 | 68.62K | 0 | 309.22K |
| Total Current Assets | 4.46M | 6M | 6.65M | 3.7M | 774.26K |
| Total Non-Current Assets | 0 | 0 | 209.52K | 2.63M | 17.38M |
| Total Assets | 4.46M▲ 0% | 6M▲ 34.4% | 6.86M▲ 14.4% | 6.33M▼ 7.8% | 18.15M▲ 0% |
| Asset Growth % | - | 34.39% | 14.44% | -7.81% | 0% |
| Return on Assets (ROA) | 42.84% | 25.9% | -16.11% | -104.26% | -20.03% |
| Accounts Payable | 0 | 0 | 0 | 0 | 0 |
| Total Debt | 0 | 0 | 381.1K | 180.52K | 0 |
| Net Debt | -750.22K | -66.78K | -50.21K | 167.33K | -6.66K |
| Long-Term Debt | 0 | 0 | 0 | 0 | 0 |
| Short-Term Debt | 0 | 0 | 0 | 0 | 0 |
| Other Liabilities | -45.98K | -21.79K | 0 | 0 | 0 |
| Total Current Liabilities | 449.77K | 619.56K | 520.07K | 3.29M | 2.2M |
| Total Non-Current Liabilities | 0 | 0 | 161K | 0 | 0 |
| Total Liabilities | 449.77K | 619.56K | 681.07K | 3.29M | 2.2M |
| Total Equity | 4.01M▲ 0% | 5.38M▲ 34.0% | 6.18M▲ 15.0% | 3.04M▼ 50.8% | 15.95M▲ 0% |
| Equity Growth % | - | 34.01% | 14.96% | -50.82% | 0% |
| Equity / Assets (Capital Ratio) | 89.92% | 89.67% | 90.08% | 48.06% | 87.86% |
| Return on Equity (ROE) | 47.65% | 28.85% | -17.92% | -149.12% | -22.79% |
| Book Value per Share | 44.59 | 59.76 | 74.90 | 36.84 | 0.56 |
| Tangible BV per Share | 44.59 | 59.76 | 74.90 | 36.84 | 0.06 |
| Common Stock | 5K | 5K | 5.72K | 9.04K | 28.94K |
| Additional Paid-in Capital | 666.37K | 735.37K | 2.57M | 6.31M | 26.17M |
| Retained Earnings | 3.32M | 4.68M | 3.64M | -3.23M | -6.87M |
| Accumulated OCI | 17.41K | -41.16K | -36.83K | -48.95K | -46.51K |
| Treasury Stock | 0 | 0 | 0 | 0 | 0 |
| Preferred Stock | 0 | 0 | 0 | 0 | 0 |
Aurelion Inc. (AURE) cash flow — operating, investing & free cash flow history
| Line item | Sep'21 | Sep'22 | Sep'23 | Sep'24 | TTM |
|---|---|---|---|---|---|
| Cash from Operations | 1.3M | 1.16M | -996.58K | -1.66M | -1.66M |
| Operating CF Growth % | - | -10.87% | -185.85% | -66.08% | 0% |
| Net Income | 1.91M | 1.35M | -1.04M | -6.88M | -3.64M |
| Depreciation & Amortization | 0 | 0 | 63.93K | 197.8K | 99.34K |
| Deferred Taxes | -48.14K | -17.18K | -7.48K | -3.11K | -47 |
| Other Non-Cash Items | 449.76K | 19.38K | 636.04K | 3.16M | 2.36M |
| Working Capital Changes | -1.01M | -195.9K | -653.33K | -737.77K | 1.09M |
| Cash from Investing | 551.37K | -1.36M | -2.34M | -1.76M | -179.13K |
| Purchase of Investments | 0 | 0 | 0 | -2.75M | -250K |
| Sale/Maturity of Investments | 0 | 0 | 0 | 0 | 0 |
| Net Investment Activity | 0 | 0 | 0 | -2.75M | -250K |
| Acquisitions | 0 | 0 | 0 | -2M | 0 |
| Other Investing | 551.37K | -1.36M | -2.34M | 2.99M | 70.87K |
| Cash from Financing | -1.32M | -471.75K | 3.92M | 2.75M | 250K |
| Dividends Paid | -1.14M | 0 | 0 | 0 | 0 |
| Share Repurchases | 0 | 0 | 0 | 0 | 0 |
| Stock Issued | 222.01K | 69K | 5.75M | 0 | 0 |
| Net Stock Activity | 222.01K | 69K | 5.75M | 0 | 0 |
| Debt Issuance (Net) | 0 | 0 | 0 | 0 | 0 |
| Other Financing | -403.32K | -540.75K | -1.83M | 2.75M | 250K |
| Net Change in Cash | 536.81K▲ 0% | -683.44K▼ 227.3% | 564.53K▲ 182.6% | -618.12K▼ 209.5% | -6.53K▲ 0% |
| Exchange Rate Effect | -542 | -14.57K | -20.69K | 46.2K | 5.49K |
| Cash at Beginning | 213.41K | 750.22K | 66.78K | 631.31K | 13.19K |
| Cash at End | 750.22K | 66.78K | 631.31K | 13.19K | 6.66K |
| Interest Paid | 0 | 0 | 0 | 0 | 0 |
| Income Taxes Paid | 874.65K | 272K | 175.03K | 40.17K | 0 |
| Free Cash Flow | 1.3M▲ 0% | 1.16M▼ 10.9% | -996.58K▼ 185.9% | -1.66M▼ 66.1% | -82.88K▲ 0% |
| FCF Growth % | - | -10.87% | -185.85% | -66.08% | - |
Aurelion Inc. (AURE) financial ratios — P/E, ROE, debt and 30+ core market and balance-sheet ratios
| Metric | 2022 | 2023 | 2024 | TTM |
|---|---|---|---|---|
| Return on Equity (ROE) | 28.85% | -17.92% | -149.12% | -22.79% |
| Return on Assets (ROA) | 25.9% | -16.11% | -104.26% | -20.03% |
| Net Interest Margin | 0% | 0% | 0% | 0% |
| Efficiency Ratio | 33.11% | 419.05% | 1201.23% | 1260221.95% |
| Equity / Assets | 89.67% | 90.08% | 48.06% | 87.86% |
| Book Value / Share | 59.76 | 74.9 | 36.84 | 0.56 |
| Dividend Payout | - | - | - | 0% |
Aurelion Inc. (AURE) stock FAQ — growth, dividends, profitability & financials explained
Aurelion Inc. (AURE) grew revenue by 83.6% over the past year. This is strong growth.
Aurelion Inc. (AURE) reported a net loss of $6.9M for fiscal year 2024.
Aurelion Inc. (AURE) has a return on equity (ROE) of -149.1%. Negative ROE indicates the company is unprofitable.
Aurelion Inc. (AURE) has a net interest margin (NIM) of N/A. NIM has been under pressure due to interest rate environment.
Aurelion Inc. (AURE) has an efficiency ratio of 1201.2%. This is higher than peers, suggesting room for cost optimization.
Aurelion Inc. (AURE) financial analysis — history, returns, DCA and operating performance tools
Historical returns with dividends reinvested
Dollar cost averaging vs lump sum
Yield, growth, payout safety & DRIP
EPS trends, net income & profitability
Long-term charts & historical price data
Sales growth patterns & revenue breakdown
30 years of market, efficiency and balance-sheet ratios
DCF intrinsic value, peer multiples & estimates