OTCPK:CWLP.F

Stock Analysis Report

Caldwell Partners International

Executive Summary

The Caldwell Partners International Inc. provides executive search consulting services in Canada, the United States, and Europe.


Snowflake Analysis

Flawless balance sheet and fair value.


Similar Companies

Share Price & News

How has Caldwell Partners International's share price performed over time and what events caused price changes?


Latest Share Price and Events

Stable Share Price: CWLP.F's share price has been volatile over the past 3 months.


Market Performance


7 Day Return

0%

CWLP.F

5.0%

US Professional Services

5.3%

US Market


1 Year Return

-36.8%

CWLP.F

-7.0%

US Professional Services

-10.7%

US Market

Return vs Industry: CWLP.F underperformed the US Professional Services industry which returned -7% over the past year.

Return vs Market: CWLP.F underperformed the US Market which returned -10.7% over the past year.


Shareholder returns

CWLP.FIndustryMarket
7 Day0%5.0%5.3%
30 Day-31.0%-16.6%-13.6%
90 Day-37.5%-17.6%-19.8%
1 Year-32.1%-36.8%-6.2%-7.0%-8.9%-10.7%
3 Year-3.2%-21.9%22.3%18.5%15.5%8.0%
5 Year-19.4%-42.9%38.5%31.0%35.2%20.4%

Price Volatility Vs. Market

How volatile is Caldwell Partners International's share price compared to the market and industry in the last 5 years?


Simply Wall St News

No news available

Valuation

Is Caldwell Partners International undervalued compared to its fair value and its price relative to the market?

43.0%

Undervalued compared to fair value


Share Price vs. Fair Value

Below Fair Value: CWLP.F ($0.6) is trading below our estimate of fair value ($1.05)

Significantly Below Fair Value: CWLP.F is trading below fair value by more than 20%.


Price To Earnings Ratio

PE vs Industry: CWLP.F is poor value based on its PE Ratio (26.6x) compared to the Professional Services industry average (12.6x).

PE vs Market: CWLP.F is poor value based on its PE Ratio (26.6x) compared to the US market (13.1x).


Price to Earnings Growth Ratio

PEG Ratio: Insufficient data to calculate CWLP.F's PEG Ratio to determine if it is good value.


Price to Book Ratio

PB vs Industry: CWLP.F is good value based on its PB Ratio (1x) compared to the US Professional Services industry average (1.7x).


Next Steps

Future Growth

How is Caldwell Partners International forecast to perform in the next 1 to 3 years based on estimates from 0 analysts?

23.3%

Forecasted Commercial Services industry annual growth in earnings


In this section we usually present revenue and earnings growth projections based on the consensus estimates of professional analysts to help investors understand the company’s ability to generate profit. But as Caldwell Partners International has not provided enough past data and has no analyst forecast, its future earnings cannot be reliably calculated by extrapolating past data or using analyst predictions.

This is quite a rare situation as 97% of companies covered by SimplyWall St do have past financial data.


Next Steps

  • Examine whether Caldwell Partners International is trading at an attractive price based on how much it is expected to earn in the future, and relative to its industry peers and the wider market.
  • While we do not consider unaudited financials to be a reliable enough to include in our analysis, you can access them on the OTC Markets Website. If you are looking for more of a qualitative research into the company, you can access Caldwell Partners International's filings and announcements here.
  • Explore growth companies in the Commercial Services industry.

Past Performance

How has Caldwell Partners International performed over the past 5 years?

-9.3%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: CWLP.F has a large one-off loss of CA$1.5M impacting its November 30 2019 financial results.

Growing Profit Margin: CWLP.F's current net profit margins (0.8%) are lower than last year (2.7%).


Past Earnings Growth Analysis

Earnings Trend: CWLP.F's earnings have declined by -9.3% per year over the past 5 years.

Accelerating Growth: CWLP.F's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.

Earnings vs Industry: CWLP.F had negative earnings growth (-68.3%) over the past year, making it difficult to compare to the Professional Services industry average (13.9%).


Return on Equity

High ROE: CWLP.F's Return on Equity (3.9%) is considered low.


Next Steps

Financial Health

How is Caldwell Partners International's financial position?


Financial Position Analysis

Short Term Liabilities: CWLP.F's short term assets (CA$34.5M) exceed its short term liabilities (CA$24.8M).

Long Term Liabilities: CWLP.F's short term assets (CA$34.5M) exceed its long term liabilities (CA$5.4M).


Debt to Equity History and Analysis

Debt Level: CWLP.F is debt free.

Reducing Debt: CWLP.F has not had any debt for past 5 years.

Debt Coverage: CWLP.F has no debt, therefore it does not need to be covered by operating cash flow.

Interest Coverage: CWLP.F has no debt, therefore coverage of interest payments is not a concern.


Balance Sheet

Inventory Level: CWLP.F has a low level of unsold assets or inventory.

Debt Coverage by Assets: Insufficient data to determine if CWLP.F's debt is covered by short term assets.


Next Steps

Dividend

What is Caldwell Partners International's current dividend yield, its reliability and sustainability?

12.00%

Current Dividend Yield


Dividend Yield vs Market

Notable Dividend: CWLP.F's dividend (12%) is higher than the bottom 25% of dividend payers in the US market (1.95%).

High Dividend: CWLP.F's dividend (12%) is in the top 25% of dividend payers in the US market (5.37%)


Stability and Growth of Payments

Stable Dividend: Whilst dividend payments have been stable, CWLP.F has been paying a dividend for less than 10 years.

Growing Dividend: CWLP.F's dividend payments have increased, but the company has only paid a dividend for 8 years.


Current Payout to Shareholders

Dividend Coverage: With its high payout ratio (318.8%), CWLP.F's dividend payments are not well covered by earnings.


Future Payout to Shareholders

Future Dividend Coverage: Insufficient data to determine if a dividend will be paid in 3 years and that it will be covered by earnings.


Next Steps

Management

How experienced are the management team and are they aligned to shareholders interests?

4.5yrs

Average board tenure


CEO

John Wallace (65yo)

11.58s

Tenure

CA$1,147,776

Compensation

Mr. John N. Wallace has been the Chief Executive Officer and President of The Caldwell Partners International Inc. since September 11, 2008 and February 2, 2008 respectively. Mr. Wallace served as the Chie ...


CEO Compensation Analysis

Compensation vs Market: John's total compensation ($USD811.76K) is above average for companies of similar size in the US market ($USD605.16K).

Compensation vs Earnings: John's compensation has been consistent with company performance over the past year.


Board Members

NamePositionTenureCompensationOwnership
John Wallace
President11.58yrsCA$1.15m3.73% CA$403.4k
Elias Vamvakas
Independent Chairman of the Board0.75yrCA$3.09kno data
John Young
Independent Director0.58yrCA$2.25kno data
Paul Daoust
Independent Director7.25yrsCA$47.88k0.98% CA$106.1k
Kathryn Welsh
Independent Director11.17yrsCA$40.50k0.20% CA$21.2k
Darcy Morris
Independent Director1.75yrsCA$36.00kno data

4.5yrs

Average Tenure

62.5yo

Average Age

Experienced Board: CWLP.F's board of directors are considered experienced (4.5 years average tenure).


Ownership

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

Ownership Breakdown

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Company Information

The Caldwell Partners International Inc.'s company bio, employee growth, exchange listings and data sources


Key Information

  • Name: The Caldwell Partners International Inc.
  • Ticker: CWLP.F
  • Exchange: OTCPK
  • Founded: 1970
  • Industry: Human Resource and Employment Services
  • Sector: Commercial Services
  • Market Cap: CA$15.303m
  • Listing Market Cap: CA$10.823m
  • Shares outstanding: 20.40m
  • Website: https://www.caldwellpartners.com

Number of Employees


Location

  • The Caldwell Partners International Inc.
  • 165 Avenue Road
  • Suite 600
  • Toronto
  • Ontario
  • M5R 3S4
  • Canada

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
CWLTSX (The Toronto Stock Exchange)YesCommon SharesCACADJun 1989
CWLP.FOTCPK (Pink Sheets LLC)YesCommon SharesUSUSDJun 1989

Biography

The Caldwell Partners International Inc. provides executive search consulting services in Canada, the United States, and Europe. The company provides advisory services on the identification, evaluation, assessment, and recommendation of qualified candidates for specific positions. It also offers executive search and board services. In addition, the company provides Agile talent solutions, such as Blockchain, cyber, diversity and inclusion, and value creation advisory, as well as Grow a CXO, an internal recruitment solution. It serves the consumer, retail, e-commerce, education, not-for-profit, government, financial services, industrial, life sciences and healthcare, private equity, venture capital, professional services, and technology sectors. The company was founded in 1970 and is headquartered in Toronto, Canada. 


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2020/04/01 03:15
End of Day Share Price2020/03/19 00:00
Earnings2019/11/30
Annual Earnings2019/08/31


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.