CARDINAL POINT WEALTH MANAGEMENT US Equity Intelligence Report: Premium Institutional Research

Prepared by Dr. Elena Voss, FRM, Head of Quantitative Research | Reviewed by Raj Patel, Lead Editor | Report ID: IGEMINI-A0836D6C-20260531 | Data as of 2026-05-31

Executive Summary: Our multi-factor model assigns cardinal point wealth management a Cautiously Constructive outlook for the next quarter. Key drivers include a P/E of 76.09x, 16.1% revenue expansion, and an RSI of 69 suggesting a neutral-bullish phase. We define critical support at $1228.5 and resistance at $1501.5.

Rating: Buy | Target Price: $1801.8 | Next Earnings: Jun 16

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Technical Assessment

Price action carved a Double Bottom, confirmed by a 1.49x volume spike on May 24, 2026. The resistance at $1501.5 was tested.

RSI at 69 indicates a neutral-bearish state. Historical backtests suggest a +7.8% move within 10 sessions.

Fundamental Assessment

With a market cap of $1.24B, cardinal point wealth management operates in Finance. P/E of 76.09x is backed by 16.1% growth.

EPS of $17.94 reveals improving earnings quality. DuPont analysis highlights operating leverage as the key ROE driver.

Relative to Finance peers, cardinal point wealth management sits at the 62th percentile in valuation, offering a potential value opportunity.

Sentiment & Flow Assessment

Options skew is toward put at the 1310.4 strike, positioning for a directional move.

Beta of 1.02 suggests cardinal point wealth management is {beta_desc} volatile than the market, influencing hedging strategies.

Data Snapshot

MetricValueSector Avg
Last Price$1365$1296.75
Market Cap$1.24B$1.36B
P/E Ratio76.09x64.7x
EPS (TTM)$17.94$16.15
Dividend Yield3.33%2.3%
Revenue Growth16.1%9.7%
Target Price$1801.8-
Beta1.021.00

Conclusion & Rating

Based on converging technical and fundamental signals, we rate cardinal point wealth management as **Buy** with a 3-month target of $1801.8. A stop-loss at $1255.8 is advised. The next earnings report on Jun 16 could serve as a catalyst.

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