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Financial statements

Top Wealth Group Holding Ltd financial statements

Income statement, balance sheet and cash flow statement for the last 5 fiscal years, taken from the XBRL data Top Wealth Group Holding Ltd files with the SEC in its annual reports.

In USD millions, except per-share amounts. Outflows in the cash flow statement are negative.

Income statement

FY2021FY2023FY2023FY2024FY2025
Revenue0.028.5116.94.759.13
Cost of revenue04.3111.62.242.32
Gross profit0.024.25.392.516.81
Selling and marketing1.42
General and administrative0.020.471.851.61.21
Pre-tax income-0.022.283.05-2.023.19
Income tax-0.010.360.61
Net income-0.011.922.44-2.023.19
EPS, basic-0.096.418.13-5.314.35
EPS, diluted-0.096.418.13-5.313.87
Shares, basic (weighted)0.30.30.30.380.73
Shares, diluted (weighted)0.30.30.30.380.82

Balance sheet

FY2021FY2023FY2023FY2024FY2025
Cash and equivalents00.220.130.042.39
Receivables0.035.971.569.25
Inventory2.070.153.55
Other current assets0.271.571.13
Total current assets2.987.133.7817.4
Property, plant and equipment0.370.130.070.07
Lease right-of-use assets0.070.040.09
Total assets3.437.3519.829.4
Accounts payable0.20.47
Short-term debt0.780.15
Total current liabilities0.92.41.161.64
Lease liabilities0.020.04
Total liabilities0.922.41.161.67
Paid-in capital0.640.6416.322.3
Retained earnings1.874.312.295.48
Shareholders' equity-0.052.514.9518.627.8
Total equity-0.052.514.9518.627.8
Total liabilities and equity3.437.3519.829.4
Shares outstanding0.32756

Cash flow statement

FY2021FY2023FY2023FY2024FY2025
Net income-0.011.922.44-2.023.19
Depreciation and amortization00.170.230.06
Stock-based compensation1.66
Deferred income tax-0.01-0.01-0.03
Change in receivables-0-0.04-5.934.41-7.69
Change in inventory-0.25-1.821.92-1.35-3.55
Change in payables0.2-0.20.47
Cash from operations0.060.12-0.860.89-6.19
Capital expenditures-0.06-0.48
Cash from investing-0.06-0.48-15.94.1
Stock issued0.58
Cash from financing00.580.7814.94.44
Net change in cash00.22-0.08-0.092.34
Free cash flow0-0.36
Income taxes paid0.020.180.17

Key metrics

Worked out from the statements above. Latest values use fiscal 2025. Valuation uses the share price of $0.16 on September 25, 2026.

Profitability

MetricValueHow it is calculated
Gross margin74.6%Gross profit / revenue.
Pre-tax margin34.9%Pre-tax income / revenue.
Net margin34.9%Net income / revenue.
Operating cash flow margin-67.8%Cash from operations / revenue.
Return on equity (ROE)13.8%Net income / average shareholders' equity (opening and closing). Not shown when equity is negative.
Return on assets (ROA)13.0%Net income / average total assets.
Stock-based pay / revenue18.2%Stock-based compensation (from the cash flow statement) / revenue.

Growth

MetricValueHow it is calculated
Revenue growth, 1y92.3%Revenue vs the same period a year earlier. Only from a positive base.
Revenue CAGR, 3y2.4%Compound annual growth of revenue over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Gross profit growth, 1y171.7%Gross profit vs the same period a year earlier. Only from a positive base.
Gross profit CAGR, 3y17.4%Compound annual growth of gross profit over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Net income CAGR, 3y18.5%Compound annual growth of net income over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
EPS CAGR, 3y-15.5%Compound annual growth of eps over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Operating cash flow growth, 1y-797.9%Operating cash flow vs the same period a year earlier. Only from a positive base.
Book value growth, 1y49.1%Book value vs the same period a year earlier. Only from a positive base.
Book value CAGR, 3y122.7%Compound annual growth of book value over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Total assets growth, 1y48.8%Total assets vs the same period a year earlier. Only from a positive base.
Total assets CAGR, 3y104.7%Compound annual growth of total assets over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Share count change, 1y116.5%Change in diluted weighted shares vs a year earlier. Negative means buybacks shrank the share count; positive means dilution.
Share count change per year, 3y40.2%Change in diluted weighted shares, per year over 3 years. Negative means buybacks shrank the share count; positive means dilution.

Balance sheet health

MetricValueHow it is calculated
Current ratio10.7xCurrent assets / current liabilities.
Quick ratio7.11x(Cash + short-term investments + receivables) / current liabilities.
Cash ratio1.46x(Cash + short-term investments) / current liabilities.
Liabilities / assets5.7%Total liabilities / total assets.
Working capital$15.8MCurrent assets - current liabilities.
Tangible book value$27.8MShareholders' equity - goodwill - intangible assets.

Efficiency

MetricValueHow it is calculated
Asset turnover0.37xRevenue / average total assets.
Fixed asset turnover126xRevenue / average property, plant and equipment.
Inventory turnover0.65xCost of revenue / average inventory.
Days inventory558 days365 x average inventory / cost of revenue.
Receivables turnover1.69xRevenue / average receivables.
Days sales outstanding216 days365 x average receivables / revenue.
Days payables74 days365 x average accounts payable / cost of revenue.
Cash conversion cycle700 daysDays inventory + days sales outstanding - days payables.

Per share

MetricValueHow it is calculated
EPS, diluted$3.87Net income per diluted share, as reported (split-adjusted). Over the last twelve months: the four quarters summed, or net income / latest diluted shares when a quarter has no reported EPS.
EPS, basic$4.35Net income per basic share, as reported (split-adjusted).
Revenue per share$11.08Revenue / diluted weighted shares.
Operating cash flow per share-$7.52Cash from operations / diluted weighted shares.
Book value per share$33.70Shareholders' equity / shares outstanding (diluted weighted shares when not reported).
Tangible book per share$33.70Tangible book value / shares outstanding.
Cash per share$2.90(Cash + short-term investments) / shares outstanding.

Valuation

MetricValueHow it is calculated
Market cap$10.3MShare price x shares outstanding.
Enterprise value$7.9MMarket cap + total debt - cash - short-term investments.
P/E3.23xMarket cap / net income. Only when net income is positive.
P/S1.13xMarket cap / revenue.
P/B0.37xMarket cap / shareholders' equity. Only when equity is positive.
Price / tangible book0.37xMarket cap / tangible book value, when positive.
EV/Sales0.87xEnterprise value / revenue.
Earnings yield31.0%Net income / market cap (the inverse of P/E).
What was Top Wealth Group Holding Ltd's revenue in fiscal 2025?

Top Wealth Group Holding Ltd reported revenue of $9.1M for fiscal 2025, 92.3% higher than the year before.

Was Top Wealth Group Holding Ltd profitable in fiscal 2025?

Yes. Net income was $3.2M, a net margin of 34.9%.

Source: SEC EDGAR XBRL company facts. Where a company tags only year-to-date figures, quarters are worked out as differences. Where a line is not tagged it is left empty, never estimated.

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