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M5L Stock Overview

Provides wealth management and employee benefit services in the United Kingdom. More details

M5L fundamental analysis
Snowflake Score
Valuation	0/6
Future Growth	4/6
Past Performance	3/6
Financial Health	6/6
Dividends	3/6

Rewards

Earnings are forecast to grow 26.71% per year

Earnings grew by 81.4% over the past year

Risk Analysis

Large one-off items impacting financial results

Shareholders have been diluted in the past year

My Notes

Capture your thoughts, links and company narrative

Mattioli Woods plc Competitors

MLP

XTRA:MLP

€696.2m

BAVARIA Industries Group

XTRA:B8A

€415.8m

AURELIUS Equity Opportunities SE KGaA

HMSE:AR40

€339.8m

OVB Holding

XTRA:O4B

€280.8m

Price History & Performance

Summary of share price highs, lows and changes for Mattioli Woods
Historical stock prices
Current Share Price	UK£9.25
52 Week High	UK£9.25
52 Week Low	UK£8.25
Beta	0.74
1 Month Change	2.21%
3 Month Change	2.21%
1 Year Change	n/a
3 Year Change	n/a
5 Year Change	n/a
Change since IPO	2.78%

Recent updates

Shareholder Returns

	M5L	DE Capital Markets	DE Market
7D	0.5%	2.6%	-0.7%
1Y	n/a	25.6%	10.1%

Return vs Industry: Insufficient data to determine how M5L performed against the German Capital Markets industry.

Return vs Market: Insufficient data to determine how M5L performed against the German Market.

Price Volatility

Is M5L's price volatile compared to industry and market?
M5L volatility
M5L Average Weekly Movement	3.0%
Capital Markets Industry Average Movement	4.5%
Market Average Movement	4.8%
10% most volatile stocks in DE Market	11.6%
10% least volatile stocks in DE Market	2.4%

Stable Share Price: M5L has not had significant price volatility in the past 3 months.

Volatility Over Time: M5L's weekly volatility (3%) has been stable over the past year.

About the Company

Founded	Employees	CEO	Website
1991	949	Ian Mattioli	www.mattioliwoods.com

Mattioli Woods plc provides wealth management and employee benefit services in the United Kingdom. It operates through five segments: Pension Consultancy and Administration, Investment and Asset Management, Private Equity Asset Management, Property Management, and Employee Benefits. The company offers self invested personal pension and small self-administered pension schemes; alternative investment and fund management; and employee engagement, defined contribution and defined benefit pension schemes, workplace savings, healthcare, international benefits, and risk solutions, as well as total reward and flexible benefit systems.

Mattioli Woods plc Fundamentals Summary

How do Mattioli Woods's earnings and revenue compare to its market cap?
M5L fundamental statistics
Market cap	€512.35m
Earnings (TTM)	€11.78m
Revenue (TTM)	€137.11m

43.5x

P/E Ratio

3.7x

P/S Ratio

Is M5L overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
M5L income statement (TTM)
Revenue	UK£115.40m
Cost of Revenue	UK£66.18m
Gross Profit	UK£49.22m
Other Expenses	UK£39.31m
Earnings	UK£9.91m

Last Reported Earnings

Nov 30, 2023

Next Earnings Date

n/a

Earnings per share (EPS)	0.18
Gross Margin	42.65%
Net Profit Margin	8.59%
Debt/Equity Ratio	0%

How did M5L perform over the long term?

See historical performance and comparison

Dividends

3.4%

Current Dividend Yield

140%

Payout Ratio

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/09/03 02:46
End of Day Share Price	2024/09/03 00:00
Earnings	2023/11/30
Annual Earnings	2023/05/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Mattioli Woods plc is covered by 5 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
null null	Canaccord Genuity
Justin Bates	Daniel Stewart & Company
Adrian Kearsey	Evolution Securities