How does KWG's PS Ratio compare to its peers?

KWG is good value based on its Price-To-Sales Ratio (0.9x) compared to the peer average (4.9x).

How does KWG's PS Ratio compare vs other companies in the GB Capital Markets Industry?

KWG is good value based on its Price-To-Sales Ratio (0.9x) compared to the UK Capital Markets industry average (3.1x).

What is KWG's PS Ratio compared to its Fair PS Ratio? This is the expected PS Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

Insufficient data to calculate KWG's Price-To-Sales Fair Ratio for valuation analysis.

What is the Fair Price of KWG when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Insufficient data to calculate KWG's fair value for valuation analysis.

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

Insufficient data to show price forecast.

Kingswood Holdings (AIM:KWG) - Stock Price, News & Analysis

KWG Stock Overview

Operates as integrated wealth management company in the United Kingdom. More details

KWG fundamental analysis
Snowflake Score
Valuation	2/6
Future Growth	0/6
Past Performance	0/6
Financial Health	2/6
Dividends	0/6

Risk Analysis

Earnings have declined by 12.1% per year over past 5 years

Shareholders have been substantially diluted in the past year

Kingswood Holdings Limited Competitors

RM Infrastructure Income

LSE:RMII

UK£69.3m

Livermore Investments Group

AIM:LIV

UK£73.7m

Life Settlement Assets

LSE:LSAA

US$89.4m

Premier Miton Group

AIM:PMI

UK£83.8m

Price History & Performance

Summary of all time highs, changes and price drops for Kingswood Holdings
Historical stock prices
Current Share Price	UK£0.12
52 Week High	UK£0.15
52 Week Low	UK£0.085
Beta	-0.26
11 Month Change	-6.12%
3 Month Change	-8.00%
1 Year Change	-17.86%
33 Year Change	-59.65%
5 Year Change	-44.44%
Change since IPO	-99.63%

Market Cool On Kingswood Holdings Limited's (LON:KWG) Revenues

Oct 04

Recent updates

Market Cool On Kingswood Holdings Limited's (LON:KWG) Revenues

Oct 04

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 09

Cautious Investors Not Rewarding Kingswood Holdings Limited's (LON:KWG) Performance Completely

Oct 18

Shareholder Returns

	KWG	GB Capital Markets	GB Market
7D	0%	1.2%	1.0%
1Y	-17.9%	25.9%	6.3%

Return vs Industry: KWG underperformed the UK Capital Markets industry which returned 24.7% over the past year.

Return vs Market: KWG underperformed the UK Market which returned 6.1% over the past year.

Price Volatility

Is KWG's price volatile compared to industry and market?
KWG volatility
KWG Average Weekly Movement	2.4%
Capital Markets Industry Average Movement	3.5%
Market Average Movement	4.7%
10% most volatile stocks in GB Market	10.2%
10% least volatile stocks in GB Market	2.6%

Stable Share Price: KWG has not had significant price volatility in the past 3 months compared to the UK market.

Volatility Over Time: KWG's weekly volatility (2%) has been stable over the past year.

About the Company

Founded	Employees	CEO	Website
2004	367	Peter Coleman	www.kingswood-group.com

Kingswood Holdings Limited operates as integrated wealth management company in the United Kingdom. It operates through four segments: Investment Management, Wealth Planning, US Operations, and Ireland Operations. The company offers protection, pensions and retirement, mortgages, tax planning, wealth passing, cash management, and advisory services.

Kingswood Holdings Limited Fundamentals Summary

How do Kingswood Holdings's earnings and revenue compare to its market cap?
KWG fundamental statistics
Market cap	UK£78.91m
Earnings (TTM)	-UK£14.08m
Revenue (TTM)	UK£91.20m

0.9x

P/S Ratio

-5.6x

P/E Ratio

Is KWG overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
KWG income statement (TTM)
Revenue	UK£91.20m
Cost of Revenue	UK£37.83m
Gross Profit	UK£53.36m
Other Expenses	UK£67.45m
Earnings	-UK£14.08m

Last Reported Earnings

Jun 30, 2024

Next Earnings Date

n/a

Earnings per share (EPS)	-0.021
Gross Margin	58.51%
Net Profit Margin	-15.44%
Debt/Equity Ratio	138.8%

How did KWG perform over the long term?

See historical performance and comparison

KWG Stock Overview

Risk Analysis

Kingswood Holdings Limited Competitors

LSE:RMII

UK£69.3m

AIM:LIV

UK£73.7m

LSE:LSAA

US$89.4m

AIM:PMI

UK£83.8m

Price History & Performance

Recent News & Updates

Kingswood Holdings Limited, Annual General Meeting, Dec 03, 2024

New minor risk - Market cap size

Market Cool On Kingswood Holdings Limited's (LON:KWG) Revenues

First half 2024 earnings released: UK£0.01 loss per share (vs UK£0.048 loss in 1H 2023)

Less than half of directors are independent

Kingswood Holdings Limited Announces Resignation of David Lawrence as Chief Executive Officer and Appoints Peter Coleman as Interim Chief Executive Officer

Recent updates

Kingswood Holdings Limited, Annual General Meeting, Dec 03, 2024

New minor risk - Market cap size

Market Cool On Kingswood Holdings Limited's (LON:KWG) Revenues

First half 2024 earnings released: UK£0.01 loss per share (vs UK£0.048 loss in 1H 2023)

Less than half of directors are independent

Kingswood Holdings Limited Announces Resignation of David Lawrence as Chief Executive Officer and Appoints Peter Coleman as Interim Chief Executive Officer

Investors Still Aren't Entirely Convinced By Kingswood Holdings Limited's (LON:KWG) Revenues Despite 26% Price Jump

Full year 2023 earnings released: UK£0.08 loss per share (vs UK£0.036 loss in FY 2022)

New minor risk - Financial data availability

Sentiment Still Eluding Kingswood Holdings Limited (LON:KWG)

Kingswood Holdings Limited Announces Management Changes

Kingswood Holdings Limited, Annual General Meeting, Nov 30, 2023

Cautious Investors Not Rewarding Kingswood Holdings Limited's (LON:KWG) Performance Completely

New minor risk - Share price stability

First half 2023 earnings released: UK£0.049 loss per share (vs UK£0.012 loss in 1H 2022)

Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behind

Kingswood Holdings Limited Provides Earnings Guidance for the Year 2023

Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behind

Kingswood Holdings Limited (AIM:KWG) completed the acquisition of Barry Fleming & Partners (Tax Trusts and Investment Planning) Ltd.

Kingswood Holdings Limited (AIM:KWG) agreed to acquire Barry Fleming & Partners for approximately £6 million

Kingswood Holdings Limited (AIM:KWG) agreed to acquire Jfp Holdings Ltd for GBP 12.4 million.

Forecast to breakeven in 2022

Less than half of directors are independent

Kingswood Holdings Limited (AIM:KWG completed the acquisition of Strategic Asset Managers Ltd.

Kingswood Holdings Limited, Annual General Meeting, Nov 22, 2022

Kingswood Holdings Limited (AIM:KWG) acquired Employee Benefit Solutions Limited for £5.08 million.

Kingswood Holdings Limited Announces Executive Changes

Kingswood Holdings Limited (AIM:KWG) agreed to acquire 70% stake in Moloney Investments Limited for €25.8 million

First half 2022 earnings released: UK£0.008 loss per share (vs UK£0.017 loss in 1H 2021)

Kingswood Holdings Limited (AIM:KWG) acquired Smith Pearman and Associates.

Forecast to breakeven in 2022

Full year 2021 earnings: Revenues in line with analyst expectations

Kingswood Holdings Limited (AIM:KWG) acquired Vincent & Co Ltd for £0.42 million

Kingswood Holdings Limited (AIM:KWG) agreed to acquire Vincent & Co Ltd for £0.42 million.

Forecast breakeven date pushed back to 2022

Less than half of directors are independent

Kingswood Holdings Ltd Appoints David Lawrence as Chief Executive Officer

Robert Suss Step Down as Non-Executive Director of Kingswood Holdings Limited

Kingswood Holdings Limited (AIM:KWG) completed the acquisition of Business assets from D.J. Cooke (Life & Pensions) Limited.

Kingswood Holdings Limited (AIM:KWG) agreed to acquire Aim Independent Liimited for £3.6 million.

Kingswood Holdings Limited (AIM:KWG) completed the acquisition of Allots Financial Services Limited.

Kingswood Holdings Limited (AIM:KWG) exchanged contracts to acquire Allotts Financial Services Limited for £2.5 million.

Kingswood Holdings Limited Provides Earnings Guidance for the Year 2021

Kingswood Holdings Limited (AIM:KWG) agreed to acquire Business assets from D.J. Cooke (Life & Pensions) Limited for £1.5 million.

Kingswood Holdings Limited (AIM:KWG) completed the acquisition of Metnor Holdings Limited.

Kingswood Holdings Limited announced that it has received £77.428443 million in funding from Hsq 1 Ltd

Kingswood Holdings Limited (AIM:KWG) acquired Business assets of Smythe and Walter limited from Lee Smythe & Associates Limited for £0.84 million.

Kingswood Holdings Limited (AIM:KWG) agreed to acquire Metnor Holdings Limited for £16 million.

First half 2021 earnings released: UK£0.017 loss per share (vs UK£0.028 loss in 1H 2020)

Forecast to breakeven in 2021

Kingswood Holdings Limited (AIM:KWG) acquired Admiral Wealth Management Ltd.

Chief Financial Officer Patrick Goulding has left the company

Key Executive recently bought UK£58k worth of stock

Kingswood Holdings Limited (AIM:KWG) agreed to acquire Admiral Wealth Management Limited for £4 million.

Full year 2020 earnings released: UK£0.05 loss per share (vs UK£0.031 loss in FY 2019)

New 90-day low: UK£0.23

New 90-day low: UK£0.27

Kingswood Holdings Announces Executive Changes

Kingswood Holdings Limited (AIM:KWG) completed the acquisition of Regency Investment Services Limited.

New 90-day high: UK£0.28