Comparing CI Financial (NYSE:CIXXF) & Puhui Wealth Investment Management (NASDAQ:PHCF)

CI Financial (NYSE:CIXXF) and Puhui Wealth Investment Management (NASDAQ:PHCF) are both finance companies, but which is the superior investment? We will compare the two businesses based on the strength of their profitability, dividends, institutional ownership, valuation, risk, analyst recommendations and earnings.

Analyst Ratings

This is a breakdown of current recommendations and price targets for CI Financial and Puhui Wealth Investment Management, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
CI Financial	2	1	0	0	1.33
Puhui Wealth Investment Management	0	0	0	0	0.00

Given Puhui Wealth Investment Management’s higher possible upside, analysts clearly believe Puhui Wealth Investment Management is more favorable than CI Financial.

Valuation and Earnings

This table compares CI Financial and Puhui Wealth Investment Management”s revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
CI Financial	$2.03 billion	1.63	$3.72 million	($1.38)	-16.66
Puhui Wealth Investment Management	$2.44 million	0.00	-$4.74 million	N/A	N/A

CI Financial has higher revenue and earnings than Puhui Wealth Investment Management.

Profitability

This table compares CI Financial and Puhui Wealth Investment Management’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
CI Financial	-2.28%	57.73%	5.23%
Puhui Wealth Investment Management	N/A	N/A	N/A

Insider & Institutional Ownership

0.6% of Puhui Wealth Investment Management shares are held by institutional investors. 48.2% of Puhui Wealth Investment Management shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Volatility and Risk

CI Financial has a beta of 1.32, suggesting that its share price is 32% more volatile than the S&P 500. Comparatively, Puhui Wealth Investment Management has a beta of 0.7, suggesting that its share price is 30% less volatile than the S&P 500.

Summary

CI Financial beats Puhui Wealth Investment Management on 6 of the 10 factors compared between the two stocks.

About CI Financial

CI Financial Corp. is a publicly owned asset management holding company. Through its subsidiaries, the firm manages separate client focused equity, fixed income, and alternative investments portfolios. It also manages mutual funds, hedge funds, and fund of funds for its clients through its subsidiaries. The firm was founded in 1965 and is based in Toronto, Canada with additional offices in Vancouver, Canada; Calgary, Canada; and Montreal, Canada.

About Puhui Wealth Investment Management

Puhui Wealth Investment Management Co. Ltd. is a third-party wealth management service provider. It focuses on marketing financial products and managing funds for individuals and corporate clients in the People’s Republic of China. The company was founded by Zhe Ji in 2013 and is headquartered in Dong Cheng, China.