Capital Wealth Management, LLC provides financial advisory services including investment planning, retirement planning, tax planning, and estate planning.

Capital Wealth Management, LLC

Fideuram is a private banking company that provides financial consulting services and investment solutions.

Fideuram

PocketSmith is a personal finance software that helps users manage their money by connecting accounts, tracking spending, and providing forecasts for future financial positions. Self-described features include budgeting, reporting, and customizable dashboards.

PocketSmith

Quicken Simplifi provides tools for managing personal finance through features like automated spending plans, real-time alerts, and savings goal management, self-described as aimed at making financial management simple.

Metric
Company Name	Capital Wealth Management, LLC	Fideuram	PocketSmith	Quicken Simplifi
Symbol
MSH ID	COM:CAPITALWM	IT:FIDEURAM	COM:POCKETSMITH	COM:QUICKEN
Market	PRIVATE	PRIVATE	PRIVATE	PRIVATE
Sector	Financial Services & Finance	Financial Services & Finance	Technology	Consumer Services
Industry	Financial Advisory Services	Private Banking	Software	Financial Technology
Country	US	IT	NZ	US
Stage
Employee Count
Website	capitalwm.com	fideuram.it	pocketsmith.com	quicken.com/products
LinkedIn
Founders

Metric
Market Cap
Enterprise Value
Monthly Web Traffic	294
Web Traffic Growth
Valuation
Raised Capital

Metric
Revenue
Revenue (LTM)
Revenue (NTM)
Gross Profit
EBITDA
Operating Income
Net Income
EPS
Diluted EPS
Revenue 2022
Revenue 2023
Revenue 2024
Revenue 2025
Revenue 2026

Metric
Revenue Growth (LTM)
Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score
28-Day Growth Score
90-Day Growth Score
365-Day Growth Score

Metric
Gross Profit Margin
Operating Profit Margin
EBITDA Margin
Net Profit Margin
Return on Equity
Return on Assets
Return on Capital Employed

COM:CAPITALWM

Capital Wealth Management, LLC

Company Overview

Market Metrics

Financial Performance

Growth Metrics

Profitability Ratios

Valuation Multiples

Operational Metrics

Cash Flow Metrics

Balance Sheet Metrics

Efficiency Metrics

Metric
P/E Ratio
P/B Ratio
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio
EV Multiple

Metric
Days Sales Outstanding
Days Payables Outstanding
Days Inventory Outstanding
Operating Cycle
Cash Conversion Cycle
Asset Turnover

Metric
Operating Cash Flow
Free Cash Flow
Cash Flow to Debt
Operating Cash Flow/Sales
Free Cash Flow Yield

Metric
Cash & Equivalents
Accounts Receivable
Inventory
Goodwill
Debt to Capitalization
Debt to Assets
Current Ratio
Quick Ratio

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue
R&D to Revenue
SG&A to Revenue