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INDICATIVE · SAMPLE DATA
AURE$2.4655

Aurelion Inc

Investment Management & Fund OperatorsVerified

Aurelion Inc has a market capitalization of $85.15 million, with a market price of $2.46 per share. The company has 34,613,155 basic and diluted shares outstanding, indicating no immediate dilution pressure from share issuance. However, liquidity risk could not be assessed due to the absence of balance-sheet inputs and no going-concern language in source documents. Profitability and return metrics are not available for Aurelion Inc, as the valuation snapshot does not include return on invested capital (ROIC), operating margins, or other key performance indicators typically used in the investment management and fund operators industry. Without these metrics, it is not possible to compare the company's performance to industry medians or preferred metrics. Aurelion Inc's revenue concentration and geographic exposure are not disclosed in the available data. The company does not provide segment-level revenue breakdowns or geographic revenue distribution, making it difficult to assess the diversification of its revenue streams. Growth trajectory data is limited. The outlook for the current and next fiscal year is not provided, and there are no numeric deltas or revenue history to assess the company's growth potential. This lack of forward-looking data hinders the ability to evaluate the company's future performance. Risk factors include the inability to assess liquidity risk, which is a significant concern for a company in the financial services sector. The absence of balance-sheet inputs and going-concern language in source documents raises questions about the company's financial stability. Additionally, the low dilution risk is based on the current share structure, but no information is available on potential future dilution sources such as ATM programs, shelf registrations, or recent equity issuances. Recent events and filings are not disclosed in the available data. There are no recent transcripts, 10-K filings, or other public disclosures that would provide insight into the company's operations, strategy, or financial health.

30-day price · AURE(missing data)
No daily-bar history available from current data sources. Alternate source pending.
Profile
CompanyAurelion Inc
TickerAURE.O
SectorFinancials
BusinessBanking & Investment Services
Industry groupBanking & Investment Services
IndustryInvestment Management & Fund Operators
AI analysis

Business. Aurelion Inc operates in the investment management and fund operations sector, providing services related to banking and investment services.

Classification. Aurelion Inc is classified under the Financials economic sector, Banking & Investment Services business sector, and Investment Management & Fund Operators industry with a confidence level of 0.92.

Aurelion Inc has a market capitalization of $85.15 million, with a market price of $2.46 per share. The company has 34,613,155 basic and diluted shares outstanding, indicating no immediate dilution pressure from share issuance. However, liquidity risk could not be assessed due to the absence of balance-sheet inputs and no going-concern language in source documents. Profitability and return metrics are not available for Aurelion Inc, as the valuation snapshot does not include return on invested capital (ROIC), operating margins, or other key performance indicators typically used in the investment management and fund operators industry. Without these metrics, it is not possible to compare the company's performance to industry medians or preferred metrics. Aurelion Inc's revenue concentration and geographic exposure are not disclosed in the available data. The company does not provide segment-level revenue breakdowns or geographic revenue distribution, making it difficult to assess the diversification of its revenue streams. Growth trajectory data is limited. The outlook for the current and next fiscal year is not provided, and there are no numeric deltas or revenue history to assess the company's growth potential. This lack of forward-looking data hinders the ability to evaluate the company's future performance. Risk factors include the inability to assess liquidity risk, which is a significant concern for a company in the financial services sector. The absence of balance-sheet inputs and going-concern language in source documents raises questions about the company's financial stability. Additionally, the low dilution risk is based on the current share structure, but no information is available on potential future dilution sources such as ATM programs, shelf registrations, or recent equity issuances. Recent events and filings are not disclosed in the available data. There are no recent transcripts, 10-K filings, or other public disclosures that would provide insight into the company's operations, strategy, or financial health.
Key takeaways
  • Aurelion Inc has a market capitalization of $85.15 million with no immediate dilution pressure.
  • Liquidity risk could not be assessed due to the absence of balance-sheet inputs and no going-concern language in source documents.
  • Profitability and return metrics are not available, making it difficult to compare the company's performance to industry standards.
  • Growth trajectory and revenue history are not disclosed, limiting the ability to evaluate the company's future performance.
  • Risk factors include the inability to assess liquidity risk, which is a significant concern for a company in the financial services sector.
  • Recent events and filings are not disclosed, limiting insight into the company's operations and strategy.
  • --
  • ## RATIONALES
Financial snapshot
PeriodHA-latest
CurrencyUSD
Revenue
Gross profit
Operating income
Net income
R&D
SG&A
D&A
SBC
Operating cash flow
CapEx
Free cash flow
Total assets
Total liabilities
Total equity
Cash & equivalents
Long-term debt
Annual history (last 5)
PeriodRevenueOp IncomeNet IncomeFCF
FY-4$2.6M$1.9M$1.7M
FY-3$2.8M$1.7M$1.9M
FY-2$2.1M$1.4M$1.4M
FY-1$348.5k-$1.1M-$1.0M-$1.0M
FY0$639.9k-$7.0M-$6.9M-$6.9M
PeriodGross %Op %Net %FCF %
FY-4
FY-3
FY-2
FY-1
FY0
PeriodAssetsEquityCashDebt
FY-4$6.8M$5.4M$213.4k
FY-3$4.5M$4.0M$750.2k
FY-2$6.0M$5.4M$66.8k
FY-1$6.9M$6.2M$431.3k
FY0$6.3M$3.0M$13.2k
PeriodOCFCapExFCFSBC
FY-4$2.4M
FY-3$1.3M
FY-2$1.2M
FY-1-$996.6k-$1.0M
FY0-$1.7M-$6.9M
Quarterly history (last 4)
PeriodRevenueOp IncomeNet IncomeFCF
FQ-7
FQ-6
FQ-5
FQ-4
FQ-3
FQ-2
FQ-1
FQ0
PeriodGross %Op %Net %FCF %
FQ-7
FQ-6
FQ-5
FQ-4
FQ-3
FQ-2
FQ-1
FQ0
PeriodAssetsEquityCashDebt
FQ-7
FQ-6
FQ-5
FQ-4
FQ-3
FQ-2
FQ-1
FQ0
PeriodOCFCapExFCFSBC
FQ-7
FQ-6
FQ-5
FQ-4
FQ-3
FQ-2
FQ-1
FQ0
Valuation
Market price$2.46
Market cap$85.1M
Enterprise value
P/E
Reported non-GAAP P/E
EV/Revenue
EV/Op income
EV/OCF
P/B
P/Tangible book
Tangible book
Net cash
Current ratio
Debt/Equity
ROA
ROE
Cash conversion
CapEx/Revenue
SBC/Revenue
Asset intensity
Dilution ratio0.0%
Risk assessment
Dilution riskLow
Liquidity riskUnknown
  • Liquidity risk could not be assessed (no balance-sheet inputs and no going-concern language in source documents).
Industry benchmarks
Activity: Banking & Investment Services · cohort 589 companies
MetricAUREActivity
Op margin25.7% medp25 3.6% · p75 52.2%
Net margin21.2% medp25 4.2% · p75 45.9%
Gross margin81.4% medp25 46.5% · p75 95.8%
CapEx / revenue-1.7% medp25 -4.8% · p75 -0.4%
Debt / equity14.8% medp25 0.1% · p75 134.4%
Source data
Underlying data the analysis-pipeline pulls and audits. Fetch timestamps + content hashes show when each source was last refreshed.
Company fundamentalsperiod FQ-7 · history via verified-market-data
no public URL
2026-05-16 15:35 UTC#f050c3ea
Market quoteclose USD 2.37 · shares 0.03B diluted
no public URL
2026-05-16 15:35 UTC#3c125dfc
Source: analysis-pipeline (hybrid)Generated: 2026-05-27 10:23 UTCJob: 91a28f45