KWG Stock Overview
Kingswood Holdings Limited engages in the investment management and financial planning business in the United Kingdom and the United States.
Kingswood Holdings Competitors
Price History & Performance
|Historical stock prices|
|Current Share Price||UK£0.23|
|52 Week High||UK£0.34|
|52 Week Low||UK£0.22|
|1 Month Change||-1.68%|
|3 Month Change||-13.33%|
|1 Year Change||-13.33%|
|3 Year Change||192.50%|
|5 Year Change||11.43%|
|Change since IPO||-99.26%|
Recent News & Updates
|KWG||GB Capital Markets||GB Market|
Return vs Industry: KWG matched the UK Capital Markets industry which returned -14.2% over the past year.
Return vs Market: KWG underperformed the UK Market which returned -11.2% over the past year.
|KWG Average Weekly Movement||2.7%|
|Capital Markets Industry Average Movement||4.6%|
|Market Average Movement||5.4%|
|10% most volatile stocks in GB Market||10.8%|
|10% least volatile stocks in GB Market||2.7%|
Stable Share Price: KWG is less volatile than 75% of UK stocks over the past 3 months, typically moving +/- 3% a week.
Volatility Over Time: KWG's weekly volatility (3%) has been stable over the past year.
About the Company
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 Fundamentals Summary
|KWG fundamental statistics|
Is KWG overvalued?See Fair Value and valuation analysis
Earnings & Revenue
|KWG income statement (TTM)|
|Cost of Revenue||UK£120.50m|
Last Reported Earnings
Dec 31, 2021
Next Earnings Date
|Earnings per share (EPS)||-0.08|
|Net Profit Margin||-11.64%|
How did KWG perform over the long term?See historical performance and comparison
Is KWG undervalued compared to its fair value, analyst forecasts and its price relative to the market?
Valuation Score 0/6
Price-To-Book vs Peers
Price-To-Book vs Industry
Price-To-Book vs Fair Ratio
Below Fair Value
Significantly Below Fair Value
Key Valuation Metric
Which metric is best to use when looking at relative valuation for KWG?
Other financial metrics that can be useful for relative valuation.
|What is KWG's n/a Ratio?|
Price to Book Ratio vs Peers
How does KWG's PB Ratio compare to its peers?
|KWG PB Ratio vs Peers|
|Company||PB||Estimated Growth||Market Cap|
FWD Forward Partners Group
LMS LMS Capital
FIPP Frontier IP Group
TMT TMT Investments
KWG Kingswood Holdings
Price-To-Book vs Peers: KWG is expensive based on its Price-To-Book Ratio (8.7x) compared to the peer average (0.6x).
Price to Earnings Ratio vs Industry
How does KWG's PE Ratio compare vs other companies in the GB Capital Markets Industry?
Price-To-Book vs Industry: KWG is expensive based on its Price-To-Book Ratio (8.7x) compared to the UK Capital Markets industry average (1x)
Price to Book Ratio vs Fair Ratio
What is KWG's PB Ratio compared to its Fair PB Ratio? This is the expected PB Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.
|Current PB Ratio||8.7x|
|Fair PB Ratio||n/a|
Price-To-Book vs Fair Ratio: Insufficient data to calculate KWG's Price-To-Book Fair Ratio for valuation analysis.
Share Price vs Fair Value
What is the Fair Price of KWG when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.
Below Fair Value: Insufficient data to calculate KWG's fair value for valuation analysis.
Significantly Below Fair Value: Insufficient data to calculate KWG's fair value for valuation analysis.
Analyst Price Targets
What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?
Analyst Forecast: Insufficient data to show price forecast.
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How is Kingswood Holdings forecast to perform in the next 1 to 3 years based on estimates from 1 analyst?
Future Growth Score3/6
Future Growth Score 3/6
Earnings vs Savings Rate
Earnings vs Market
High Growth Earnings
Revenue vs Market
High Growth Revenue
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: KWG is forecast to become profitable over the next 3 years, which is considered faster growth than the savings rate (0.9%).
Earnings vs Market: KWG is forecast to become profitable over the next 3 years, which is considered above average market growth.
High Growth Earnings: KWG is expected to become profitable in the next 3 years.
Revenue vs Market: KWG's revenue is expected to decline over the next 3 years (-10.5% per year).
High Growth Revenue: KWG's revenue is forecast to decline over the next 3 years (-10.5% per year).
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: KWG's Return on Equity is forecast to be low in 3 years time (11.6%).
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How has Kingswood Holdings performed over the past 5 years?
Past Performance Score0/6
Past Performance Score 0/6
Growing Profit Margin
Earnings vs Industry
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: KWG is currently unprofitable.
Growing Profit Margin: KWG is currently unprofitable.
Past Earnings Growth Analysis
Earnings Trend: KWG is unprofitable, and losses have increased over the past 5 years at a rate of 34.2% per year.
Accelerating Growth: Unable to compare KWG's earnings growth over the past year to its 5-year average as it is currently unprofitable
Earnings vs Industry: KWG is unprofitable, making it difficult to compare its past year earnings growth to the Capital Markets industry (23.2%).
Return on Equity
High ROE: KWG has a negative Return on Equity (-19.8%), as it is currently unprofitable.
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How is Kingswood Holdings's financial position?
Financial Health Score6/6
Financial Health Score 6/6
Short Term Liabilities
Long Term Liabilities
Stable Cash Runway
Forecast Cash Runway
Financial Position Analysis
Short Term Liabilities: KWG's short term assets (£48.7M) exceed its short term liabilities (£33.8M).
Long Term Liabilities: KWG's short term assets (£48.7M) exceed its long term liabilities (£22.0M).
Debt to Equity History and Analysis
Debt Level: KWG has more cash than its total debt.
Reducing Debt: KWG's debt to equity ratio has reduced from 30.3% to 0.5% over the past 5 years.
Cash Runway Analysis
For companies that have on average been loss making in the past we assess whether they have at least 1 year of cash runway.
Stable Cash Runway: Whilst unprofitable KWG has sufficient cash runway for more than 3 years if it maintains its current positive free cash flow level.
Forecast Cash Runway: KWG is unprofitable but has sufficient cash runway for more than 3 years, even with free cash flow being positive and shrinking by 6.4% per year.
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What is Kingswood Holdings's current dividend yield, its reliability and sustainability?
Dividend Score 0/6
Cash Flow Coverage
Dividend Yield vs Market
Notable Dividend: Unable to evaluate KWG's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.
High Dividend: Unable to evaluate KWG's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.
Stability and Growth of Payments
Stable Dividend: Insufficient data to determine if KWG's dividends per share have been stable in the past.
Growing Dividend: Insufficient data to determine if KWG's dividend payments have been increasing.
Earnings Payout to Shareholders
Earnings Coverage: Insufficient data to calculate payout ratio to determine if its dividend payments are covered by earnings.
Cash Payout to Shareholders
Cash Flow Coverage: Unable to calculate sustainability of dividends as KWG has not reported any payouts.
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How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Mr. David Lawrence is Chief Executive Officer of Kingswood Holdings Limited from April 2022 He served as Chief Executive Officer of UK at Kingswood Holdings Limited since December 2020 to April 2022. He wa...
Experienced Management: KWG's management team is not considered experienced ( 1 years average tenure), which suggests a new team.
Experienced Board: KWG's board of directors are considered experienced (4.2 years average tenure).
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
Recent Insider Transactions
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Kingswood Holdings Limited's employee growth, exchange listings and data sources
- Name: Kingswood Holdings Limited
- Ticker: KWG
- Exchange: AIM
- Founded: 1997
- Industry: Asset Management and Custody Banks
- Sector: Diversified Financials
- Implied Market Cap: UK£50.759m
- Shares outstanding: 216.92m
- Website: https://www.kingswood-group.com
Number of Employees
- Kingswood Holdings Limited
- 10-11 Austin Friars
- Greater London
- EC2N 2HG
- United Kingdom
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2022/08/10 00:00|
|End of Day Share Price||2022/08/10 00:00|
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.