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KWGA Stock Overview

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

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

Shares are highly illiquid

Does not have a meaningful market cap (£46M)

Community vs My Fair Value

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Kingswood Holdings Limited Competitors

Price History & Performance

Summary of share price highs, lows and changes for Kingswood Holdings
Historical stock prices
Current Share Price	UK£0.068
52 Week High	UK£0
52 Week Low	UK£0
Beta	-0.22
1 Month Change	n/a
3 Month Change	n/a
1 Year Change	n/a
3 Year Change	n/a
5 Year Change	n/a
Change since IPO	-3.57%

Recent News & Updates

No updates

Recent updates

No updates

Shareholder Returns

	KWGA	GB Capital Markets	GB Market
7D	0%	-0.3%	2.2%
1Y	n/a	18.7%	2.4%

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

Return vs Market: Insufficient data to determine how KWGA performed against the UK Market.

Price Volatility

Is KWGA's price volatile compared to industry and market?
KWGA volatility
KWGA Average Weekly Movement	n/a
Capital Markets Industry Average Movement	5.0%
Market Average Movement	5.9%
10% most volatile stocks in GB Market	11.2%
10% least volatile stocks in GB Market	3.3%

Stable Share Price: KWGA's share price has been volatile over the past 3 months compared to the UK market.

Volatility Over Time: Insufficient data to determine KWGA's volatility change 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?
KWGA fundamental statistics
Market cap	UK£46.32m
Earnings (TTM)	-UK£14.08m
Revenue (TTM)	UK£91.20m

0.5x

P/S Ratio

-3.3x

P/E Ratio

Is KWGA overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
KWGA 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 KWGA perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/04/17 23:15
End of Day Share Price	2025/04/07 00:00
Earnings	2024/06/30
Annual Earnings	2023/12/31

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.

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 Github.

Analyst Sources

Kingswood Holdings Limited is covered by 6 analysts. 0 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
Mark Paddon	Cavendish
Karl Morris	Cavendish
Simon James Willis	Daniel Stewart & Company