Portfolio Evaluations Revenue, Growth & Competitor Profile

DBA PEI

Company Profile & Annual Report for Portfolio Evaluations

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Portfolio Evaluations Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	N/AExact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Additional NAICS Codes	52393 Financial Planning & Investment Advice
Address	15 Independence Blvd Fl 2 Warren, NJ 07059

Note: Revenues for privately held companies are statistical evaluations.


Portfolio Evaluations's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Portfolio Evaluations's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Portfolio Evaluations is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Portfolio Evaluations Annual Revenue and Growth Rate

Portfolio Evaluations	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	$10 - $100 million Details in Premium Report
2022
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Portfolio Evaluations's revenues are gauged from an analysis of company filings.

Portfolio Evaluations's Income Statement (based on Industry Averages)

Portfolio Evaluations P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Portfolio Evaluations is developing and marketing. Portfolio Evaluations doesn't have any recent trademark applications, indicating Portfolio Evaluations is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
PEI-SHIELD Financial affairs and monetary affairs, namely, financial information, management and analysis services	05/30/2012
FIDUCIARY ASSURANCE PROGRAM Financial investment evaluation services namely, providing help to fiduciaries to fulfill responsibilities over a contract term	10/31/2011

See all trademarks and details in the Full Report.

Market Share of Portfolio Evaluations's Largest Competitors

A competitive analysis shows these companies are in the same general field as Portfolio Evaluations, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Portfolio Evaluations. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
UBS AG	Weehawken, NJ	100
UBS FINANCIAL SERVICES	Weehawken, NJ	66
PBF HOLDING	Parsippany, NJ	17
TEGRA118	Warren, NJ	3
HENNION & WALSH ASSET MANAGEMENT	Parsippany, NJ	2
AJS ACQUISITIONS	Warren, NJ	1

Future Competition: Portfolio Evaluations's Fastest Growing Competitors

These companies are in the same general field as Portfolio Evaluations and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)