KWG Stock Overview
Engages in the investment management and financial planning business in the United Kingdom and the United States.
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 0/6 |
| Past Performance | 0/6 |
| Financial Health | 2/6 |
| Dividends | 0/6 |
Kingswood Holdings Limited Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | UK£0.13 |
| 52 Week High | UK£0.22 |
| 52 Week Low | UK£0.085 |
| Beta | -0.17 |
| 11 Month Change | 29.27% |
| 3 Month Change | 15.22% |
| 1 Year Change | -36.90% |
| 33 Year Change | -47.00% |
| 5 Year Change | 55.88% |
| Change since IPO | -99.58% |
Recent News & Updates
Investors Still Aren't Entirely Convinced By Kingswood Holdings Limited's (LON:KWG) Revenues Despite 26% Price Jump
Jun 30
Sentiment Still Eluding Kingswood Holdings Limited (LON:KWG)
Mar 09Recent updates
Shareholder Returns
| KWG | GB Capital Markets | GB Market | |
|---|---|---|---|
| 7D | 3.9% | -1.0% | -0.4% |
| 1Y | -36.9% | 16.3% | 7.7% |
Return vs Industry: KWG underperformed the UK Capital Markets industry which returned 14.3% over the past year.
Return vs Market: KWG underperformed the UK Market which returned 6.3% over the past year.
Price Volatility
| KWG volatility | |
|---|---|
| KWG Average Weekly Movement | 11.5% |
| Capital Markets Industry Average Movement | 4.1% |
| Market Average Movement | 4.7% |
| 10% most volatile stocks in GB Market | 10.8% |
| 10% least volatile stocks in GB Market | 2.6% |
Stable Share Price: KWG's share price has been volatile over the past 3 months.
Volatility Over Time: KWG's weekly volatility (11%) has been stable over the past year, but is still higher than 75% of UK stocks.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2004 | 367 | David Lawrence | www.kingswood-group.com |
Kingswood Holdings Limited engages in the investment management and financial planning business in the United Kingdom and the United States. It operates through three segments: Investment Management, Wealth Planning, and US Operations. The company provides wealth planning, advice process, pensions and retirement planning, inheritance tax and estate planning, tax planning, succession planning, protection advisory, cash management, and foreign exchange services.
Kingswood Holdings Limited Fundamentals Summary
| KWG fundamental statistics | |
|---|---|
| Market cap | UK£28.74m |
| Earnings (TTM) | -UK£17.60m |
| Revenue (TTM) | UK£86.16m |
0.3x
P/S Ratio-1.6x
P/E RatioIs KWG overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| KWG income statement (TTM) | |
|---|---|
| Revenue | UK£86.16m |
| Cost of Revenue | UK£35.49m |
| Gross Profit | UK£50.67m |
| Other Expenses | UK£68.27m |
| Earnings | -UK£17.60m |
Last Reported Earnings
Dec 31, 2023
Next Earnings Date
n/a
| Earnings per share (EPS) | -0.081 |
| Gross Margin | 58.81% |
| Net Profit Margin | -20.42% |
| Debt/Equity Ratio | 105.8% |
How did KWG perform over the long term?
See historical performance and comparison