Perissos Private Wealth Management offers financial planning, tax planning, estate planning, and investment management services. The firm aims to provide an integrated approach to wealth management, focused on affluent families.

Perissos Private Wealth Management

Vanguard Group, Inc. is a leading American registered investment advisor based in Malvern, Pennsylvania, with approximately $7.7 trillion in global assets under management as of April 2023. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds (ETFs) globally. The company offers a wide range of investment products and services, including mutual funds, ETFs, brokerage services, educational account services, financial planning, asset management, and trust services.

Eric Schell

Indera Shah

Michio Fujimura

Vanguard Group, Inc.

Zoe is a modern wealth platform that carefully curates a network of independent, fee-only financial advisors and financial planners across the country. The platform aims to make wealth creation tailored and convenient through innovative technology and exceptional client service.

Zoe Financial

BlackRock, Inc. is an American multinational investment company and the world's largest asset manager, with $10 trillion in assets as of December 31, 2023. It provides investment, advisory, and risk management solutions to clients worldwide.

Sue Wagner

Laurence D. Fink

Robert S. Kapito

BlackRock, Inc.

Perissos Private Wealth Management offers comprehensive wealth management services, unifying financial planning, tax planning, estate planning, and investment management into a cohesive strategy.

Metric
Company Name	Perissos Private Wealth Management	Vanguard Group, Inc.	Zoe Financial	BlackRock, Inc.
Symbol
MSH ID	COM:PERISSOSPRIVATEWEALTH	COM:VANGUARD	COM:ZOEFIN	COM:BLACKROCK
Market	PRIVATE	STOCKS	PRIVATE	STOCKS
Sector	Financial Services & Finance	Financial Services & Finance	Financial Services & Finance	Financial Services & Finance
Industry	Wealth Management	Financial Services & Finance	Financial Services & Finance	Financial Services & Finance
Country	US	US	US	US
Stage
Employee Count		25.26K	67	25.02K
Website	perissosprivatewealth.com	vanguard.com	zoefin.com	blackrock.com
LinkedIn		vanguard	zoe-financial-inc.	blackrock
Founders

Metric
Market Cap	24.21B	251.22M
Enterprise Value
Monthly Web Traffic		3.82M
Web Traffic Growth		0.09
Valuation
Raised Capital		2.50B

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

PERI

COM:PERISSOSPRIVATEWEALTH

Perissos Private Wealth Management

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