Valuation Update With 7 Day Price Move • May 21
Investor sentiment improves as stock rises 28% After last week's 28% share price gain to €2.00, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 14x in the Healthcare industry in Germany. Total loss to shareholders of 29% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €2.07 per share. 공시 • May 20
Kooth plc Announces Appointment of James A. Polo as Independent Non-Executive Director, Effective May 19, 2026 Kooth PLC announced the appointment of James A. Polo as an independent Non-Executive Director with Effective May 19, 2026. James Alan Polo, aged 65, brings over 25 years of experience across provider, payer and government sectors in the United States, combining distinguished clinical expertise as a board-certified child and adolescent psychiatrist with extensive corporate leadership in behavioural health strategy and operations. James currently serves as Chief Medical Officer for United Healthcare of Washington state, where he supports in aligning strategy, operations and performance across the Washington Medicaid plan. Previously, he served as Chief Medical Officer at Carelon Behavioral Health, part of Elevance Health, where he led the national behavioural health strategy across all 50 states for approximately 96 million members. Prior to this, James held senior roles at Cambia Health Solutions, including Chief Medical Officer for the Oregon market. James has maintained active clinical practice throughout his career as a child and adolescent psychiatrist, with extensive experience in paediatric mental health delivery networks. James holds numerous leadership positions, including governance roles with the American Psychiatric Association. James's current directorships are Washington Chapter of the American Academy of Paediatrics, James A. Polo MD PLLC, Kathleen B. Polo MD PLLC, Harbor Stones Marina, LLC, and Previous Directorships (last 5 years); Fora Health Inc. 공시 • May 19
Kooth plc, Annual General Meeting, Jun 23, 2026 Kooth plc, Annual General Meeting, Jun 23, 2026. Location: fti consulting, 200 aldersgate street, london ec1a 4hd United Kingdom Buy Or Sell Opportunity • Apr 17
Now 23% undervalued Over the last 90 days, the stock has risen 29% to €1.59. The fair value is estimated to be €2.05, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 40% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 0.4% per annum. Earnings are also forecast to grow by 11% per annum over the same time period. Valuation Update With 7 Day Price Move • Apr 15
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to €1.54, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 15x in the Healthcare industry in Germany. Total loss to shareholders of 52% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €2.04 per share. Reported Earnings • Apr 08
Full year 2025 earnings released: EPS: UK£0.07 (vs UK£0.22 in FY 2024) Full year 2025 results: EPS: UK£0.07 (down from UK£0.22 in FY 2024). Revenue: UK£63.3m (down 5.2% from FY 2024). Net income: UK£2.61m (down 68% from FY 2024). Profit margin: 4.1% (down from 12% in FY 2024). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 4.2% growth forecast for the Healthcare industry in Germany. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings. New Risk • Apr 08
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 1.8% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 1.8% per year for the foreseeable future. High level of non-cash earnings (22% accrual ratio). Minor Risks Profit margins are more than 30% lower than last year (4.3% net profit margin). Market cap is less than US$100m (€44.6m market cap, or US$52.2m). 공시 • Mar 19
Kooth plc to Report Fiscal Year 2025 Results on Apr 08, 2026 Kooth plc announced that they will report fiscal year 2025 results at 8:00 AM, GMT Standard Time on Apr 08, 2026 공시 • Jan 28
Kooth plc Provides Revenue Guidance for 2025 Kooth plc provided revenue guidance for 2025. For the period, the company expects revenues to be £63.3 million (2024: £66.7 million, £65.1 million constant currency). Valuation Update With 7 Day Price Move • Jan 27
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to €1.43, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 17x in the Healthcare industry in Germany. Total loss to shareholders of 20% over the past three years. Reported Earnings • Sep 26
First half 2025 earnings released: UK£0.035 loss per share (vs UK£0.11 profit in 1H 2024) First half 2025 results: UK£0.035 loss per share (down from UK£0.11 profit in 1H 2024). Revenue: UK£32.1m (down 1.2% from 1H 2024). Net loss: UK£1.26m (down 132% from profit in 1H 2024). Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Healthcare industry in Germany. Over the last 3 years on average, earnings per share has increased by 103% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth. New Risk • Sep 23
New major risk - Earnings quality The company has a high level of non-cash earnings. Accrual ratio: 22% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (22% accrual ratio). Minor Risks Profit margins are more than 30% lower than last year (4.3% net profit margin). Market cap is less than US$100m (€58.8m market cap, or US$69.4m). Buy Or Sell Opportunity • Sep 19
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 11% to €1.70. The fair value is estimated to be €2.13, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 52% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings are forecast to decline by 24% per annum over the same time period. 공시 • Sep 09
Kooth plc to Report First Half, 2025 Results on Sep 23, 2025 Kooth plc announced that they will report first half, 2025 results on Sep 23, 2025 Buy Or Sell Opportunity • Sep 02
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 15% to €1.73. The fair value is estimated to be €2.16, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 52% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings are forecast to decline by 24% per annum over the same time period. Buy Or Sell Opportunity • Jul 22
Now 21% undervalued Over the last 90 days, the stock has risen 20% to €2.10. The fair value is estimated to be €2.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 52% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings are forecast to decline by 24% per annum over the same time period. New Risk • May 22
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 24% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (8.5% average weekly change). Market cap is less than US$100m (€68.1m market cap, or US$76.9m). Valuation Update With 7 Day Price Move • May 22
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to €1.93, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 15x in the Healthcare industry in Germany. Total loss to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €2.93 per share. 공시 • May 15
Kooth plc, Annual General Meeting, Jun 24, 2025 Kooth plc, Annual General Meeting, Jun 24, 2025. Location: fti consulting, 200 aldersgate street, ec1a 4hd, london United Kingdom Valuation Update With 7 Day Price Move • Apr 22
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to €1.66, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 13x in the Healthcare industry in Germany. Total loss to shareholders of 37% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €2.72 per share. Reported Earnings • Apr 15
Full year 2024 earnings released: EPS: UK£0.22 (vs UK£0.005 loss in FY 2023) Full year 2024 results: EPS: UK£0.22 (up from UK£0.005 loss in FY 2023). Revenue: UK£66.7m (up 100% from FY 2023). Net income: UK£8.03m (up UK£8.20m from FY 2023). Profit margin: 12% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Healthcare industry in Germany. Over the last 3 years on average, earnings per share has increased by 123% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings. 공시 • Mar 13
Kooth plc to Report Fiscal Year 2024 Results on Apr 15, 2025 Kooth plc announced that they will report fiscal year 2024 results at 8:00 AM, GMT Standard Time on Apr 15, 2025 공시 • Jan 02
Kooth plc (AIM:KOO) commences an Equity Buyback Plan for 3,651,455 shares, representing 10% of its issued share capital, under the authorization approved on June 18, 2024. Kooth plc (AIM:KOO) commences a share repurchase on December 30, 2024, under the program mandated by the shareholders in the Annual General Meeting held on June 18, 2024. As per the mandate, the company is authorized to repurchase up to 3,651,455 shares, representing 10% of its issued share capital. The repurchase price will not be less than £0.05 per share and will not exceed the higher of 5% above the average of the middle market quotations for the shares over the previous five business days or the price stipulated by relevant regulations. The authority will be valid for a period of up to fifteen months after the date of passing of the resolution to buy its own shares in the market. As of May 16, 2024, the company had 36,514,553 outstanding shares.
On December 24, 2024, the company announced a share repurchase program. Under the program, the company has entered into a non-discretionary agreement with Stifel Nicolaus Europe Limited to repurchase up to £1.5 million worth of its shares. The purpose of the program is to increase the number of shares held in treasury for use in meeting future obligations arising from the company's long-term incentive plan and/or other share-based reward plans. New Risk • Oct 24
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: €77.0m (US$83.2m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (67% accrual ratio). Minor Risk Market cap is less than US$100m (€77.0m market cap, or US$83.2m). Valuation Update With 7 Day Price Move • Oct 18
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to €2.74, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 14x in the Healthcare industry in Germany. Total loss to shareholders of 33% over the past three years. Reported Earnings • Sep 23
First half 2024 earnings released: EPS: UK£0.11 (vs UK£0.016 loss in 1H 2023) First half 2024 results: EPS: UK£0.11 (up from UK£0.016 loss in 1H 2023). Revenue: UK£32.5m (up 179% from 1H 2023). Net income: UK£3.92m (up UK£4.45m from 1H 2023). Profit margin: 12% (up from net loss in 1H 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Healthcare industry in Germany. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. 공시 • Sep 10
Kooth plc to Report First Half, 2024 Results on Sep 17, 2024 Kooth plc announced that they will report first half, 2024 results on Sep 17, 2024 공시 • May 26
Kooth plc, Annual General Meeting, Jun 18, 2024 Kooth plc, Annual General Meeting, Jun 18, 2024. Location: fti consulting, 200 aldersgate street, ec1a 4hd, london United Kingdom 공시 • Apr 30
Kooth plc Appoints Sherry Beth Husa as an Independent Non-Executive Director Kooth plc announced the appointment of Sherry Beth Husa to the Board as an independent non-executive Director with immediate effect. Sherry Beth Husa has more than 35 years' experience in building and improving the performance of managed care organizations in the USA. Sherry has extensive experience of leading and improving the operations, growth and profitability of significant U.S. health insurance programmes. At Centene, Sherry recently held the role of President and CEO of Meridian Health Plan of Illinois. Sherry also held the roles of President and CEO of the Wisconsin and Nebraska health plans at Centene. In addition, she has held executive positions at other leading firms including Cigna Healthcare and Humana. Sherry has repeatedly demonstrated throughout her career a strong ability to improve performance and work with U.S. Federal and State programmes, including Medicaid and Children's Health Insurance Programs (CHIP), both of which will be invaluable to Kooth as it looks to further expand its operations in the US. Sherry Beth Husa, aged 59, holds no ordinary shares or options in the Company. Sherry's current and previous directorships are as follows: Current Directorships: Discovery World, Versiti Inc., Versiti Michigan Inc., Versiti Indiana Inc., Versiti Wisconsin Inc., Leyden Family Service. Previous Directorships (last 5 years): St Ann's Center for Intergenerational Care, Competitive Wisconsin, Alliance of Health Insurers, Meridian Health Plan of Illinois Inc., Harmony Health Plan Inc., Managed Health Services Insurance Corp., IlliniCare Health Plan Inc., Centene Venture Company Illinois, WellCare Health Insurance Company of Wisconsin Inc., WellCare Health Plans of Wisconsin Inc., WellCare of Illinois Inc. Reported Earnings • Mar 26
Full year 2023 earnings released Full year 2023 results: Revenue: UK£33.3m (up 66% from FY 2022). Net loss: UK£169.0k (loss narrowed 76% from FY 2022). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Healthcare industry in Germany. Reported Earnings • Sep 22
First half 2023 earnings released: UK£0.016 loss per share (vs UK£0.01 loss in 1H 2022) First half 2023 results: UK£0.016 loss per share (further deteriorated from UK£0.01 loss in 1H 2022). Revenue: UK£11.7m (up 29% from 1H 2022). Net loss: UK£525.0k (loss widened 54% from 1H 2022). Revenue is forecast to grow 40% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Healthcare industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth. 공시 • Sep 21
Kooth plc Provides Revenue Guidance for the Full Year Kooth plc provided revenue guidance for the full year. The Group remains confident of delivering revenue for the full year in line with revised market guidance of no less than £34 million. New Risk • Jul 05
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 7.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company. Breakeven Date Change • Jul 04
Forecast to breakeven in 2024 The 2 analysts covering Kooth expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of UK£100.0k in 2024. Reported Earnings • Apr 06
Full year 2022 earnings released: UK£0.02 loss per share (vs UK£0.009 loss in FY 2021) Full year 2022 results: UK£0.02 loss per share (further deteriorated from UK£0.009 loss in FY 2021). Revenue: UK£20.1m (up 21% from FY 2021). Net loss: UK£716.0k (loss widened 131% from FY 2021). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Healthcare industry in Germany. 공시 • Jan 19
Kooth Provides Trading Guidance for the Financial Year Ended 31 December 2022 Kooth provided a trading guidance for the financial year ended 31 December 2022. Revenue is expected to be within the range of market expectations, £19.6 million to £20.2 million, driven by growth of more than 15% compared to prior year. Continues to have high levels of recurring revenues with Annual Recurring Revenues of c.95%. Board Change • Nov 16
Less than half of directors are independent There are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (4 non-independent directors). Non-Executive Director Simon Robert Philips is the most experienced director on the board, commencing their role in 2015. Independent Non-Executive Director Dame Bailey was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors. Reported Earnings • Sep 27
First half 2022 earnings released: UK£0.01 loss per share (vs UK£0.001 profit in 1H 2021) First half 2022 results: UK£0.01 loss per share (down from UK£0.001 profit in 1H 2021). Revenue: UK£9.02m (up 13% from 1H 2021). Net loss: UK£342.0k (down UK£380.0k from profit in 1H 2021). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Healthcare industry in Germany. Board Change • Apr 27
Less than half of directors are independent There are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (4 non-independent directors). Non-Executive Director Simon Robert Philips is the most experienced director on the board, commencing their role in 2015. Independent Non-Executive Director Dame Bailey was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors. 공시 • Apr 02
Kooth plc, Annual General Meeting, Jun 07, 2022 Kooth plc, Annual General Meeting, Jun 07, 2022, at 10:00 Coordinated Universal Time. Location: The offices of FTI Consulting 200 Aldersgate Street London United Kingdom Reported Earnings • Mar 30
Full year 2021 earnings released: UK£0.01 loss per share (vs UK£0.061 loss in FY 2020) Full year 2021 results: UK£0.01 loss per share (up from UK£0.061 loss in FY 2020). Revenue: UK£16.7m (up 28% from FY 2020). Net loss: UK£310.0k (loss narrowed 79% from FY 2020). Over the next year, revenue is forecast to grow 21%, compared to a 4.4% growth forecast for the industry in Germany. Breakeven Date Change • Mar 30
Forecast to breakeven in 2024 The 3 analysts covering Kooth expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of UK£800.0k in 2024. Average annual earnings growth of 11% is required to achieve expected profit on schedule. 공시 • Jan 20
Kooth plc Provides Revenue Guidance for the Year Ended December 31, 2021 Kooth plc provided revenue guidance for the year ended December 31, 2021. For the year, revenue is expected to be in line with market expectations, supported by strong growth of more than 25%. Reported Earnings • Sep 23
First half 2021 earnings released: EPS UK£0.001 (vs UK£0.039 loss in 1H 2020) The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£7.96m (up 35% from 1H 2020). Net income: UK£38.0k (up UK£809.0k from 1H 2020). Profit margin: 0.5% (up from net loss in 1H 2020). 공시 • Sep 23
Kooth plc Provides Revenue Guidance for the Full Year of 2021 Kooth plc provided revenue guidance for the full year of 2021. Looking to the full year outturn, The company expects Group revenue to be comfortably in line with expectations. 공시 • Mar 05
Kooth plc Announces Appointment of James Murray as New Director of Kooth Work Kooth plc announced that it has appointed James Murray as its new Director of Kooth Work. James has deep expertise in mental health, most recently working with Public Health England and advising on an Office for Students project aimed at creating a step-change in mental health outcomes. He has also held senior roles in growing technology businesses such as Splunk, Autonomy, and Interwoven. James was the Vice President and General Manager of Splunk EMEA and led the local business through a period of intense growth, notably in terms of headcount, geographies and revenues. Before entering the software industry he was a consultant at Accenture advising blue chip financial organisations. James has significant experience within the mental health sector. He has recently been working with Public Health England to create a framework for serious incident reporting to cover the Higher Education Sector with a view to learning from past incidents, near misses and all sudden deaths at universities. He is also working as an advisor with Universities UK on an innovative technology project led by Northumbria University. The project is examining the use of AI and analytics to provide early alert and intervention to students in distress and at possible risk of suicide. Is New 90 Day High Low • Feb 24
New 90-day high: €3.20 The company is up 21% from its price of €2.64 on 25 November 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Healthcare industry, which is down 9.0% over the same period. Is New 90 Day High Low • Jan 26
New 90-day high: €3.16 The company is up 21% from its price of €2.61 on 27 October 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Healthcare industry, which is up 5.0% over the same period. Is New 90 Day High Low • Dec 29
New 90-day high: €2.78 The company is up 10.0% from its price of €2.53 on 30 September 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Healthcare industry, which is down 2.0% over the same period.