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SWK Holdings CorporationNasdaqGM:SWKH Stock Report

Market Cap US$192.3m
Share Price
US$15.90
US$18.5
14.1% undervalued intrinsic discount
1Y-2.4%
7D-6.5%
1D
Portfolio Value
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SWK Holdings Corporation

NasdaqGM:SWKH Stock Report

Market Cap: US$192.3m

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

SWK Holdings (SWKH) Stock Overview

A venture debt firm specializing in early stage, seed/startup, series-A to series-D and growth capital investments. More details

SWKH fundamental analysis
Snowflake Score
Valuation1/6
Future Growth0/6
Past Performance0/6
Financial Health4/6
Dividends2/6

Risk Analysis

Earnings have declined by 9% per year over past 5 years


SWKH Community Fair Values

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SWK Holdings Corporation Competitors

Price History & Performance

Summary of share price highs, lows and changes for SWK Holdings
Historical stock prices
Current Share PriceUS$15.90
52 Week HighUS$20.49
52 Week LowUS$13.17
Beta0.30
1 Month Change-5.41%
3 Month Change-7.99%
1 Year Change-2.39%
3 Year Change-8.25%
5 Year Change-6.53%
Change since IPO-99.38%

Recent News & Updates

Seeking Alpha • Sep 29

SWK Holdings: High Yielding Debt To Mature Soon, Shares Worth A Buy

Summary SWK Holdings (SWKH) has shifted its strategy by selling royalty assets, paying a special dividend, and focusing on loan growth and pharmaceutical development. Despite a slight revenue decline, SWKH improved operating income and cash flow, with stable loan yields above 14% supporting a sustainable business model. The 9% coupon baby bond (SWKHL) faces potential call, but refinancing options and current pricing suggest investors may still collect attractive income. With lower future interest expenses likely and a stable outlook, I have taken a small position in SWKH shares, expecting improved earnings ahead. Read the full article on Seeking Alpha

Recent updates

Seeking Alpha • Sep 29

SWK Holdings: High Yielding Debt To Mature Soon, Shares Worth A Buy

Summary SWK Holdings (SWKH) has shifted its strategy by selling royalty assets, paying a special dividend, and focusing on loan growth and pharmaceutical development. Despite a slight revenue decline, SWKH improved operating income and cash flow, with stable loan yields above 14% supporting a sustainable business model. The 9% coupon baby bond (SWKHL) faces potential call, but refinancing options and current pricing suggest investors may still collect attractive income. With lower future interest expenses likely and a stable outlook, I have taken a small position in SWKH shares, expecting improved earnings ahead. Read the full article on Seeking Alpha
Analysis Article • Apr 16

SWK Holdings Corporation's (NASDAQ:SWKH) Shares May Have Run Too Fast Too Soon

It's not a stretch to say that SWK Holdings Corporation's ( NASDAQ:SWKH ) price-to-earnings (or "P/E") ratio of 16.4x...
Seeking Alpha • Jan 14

SWK Holdings: Baby Bond Yielding 8.8% A Good Choice For Income Investors

Summary SWK Holdings’ baby bond, trading slightly above par, offers an attractive return for income investors despite a potential short-duration call opportunity. The company’s year-to-date revenue increased by $5 million, but noncash expenses led to a drop in income from operations to $6 million. SWK Holdings’ strong cash generation allowed it to pay off debt, build cash reserves, and buy back shares, mitigating risks from rising nonaccrual loans. Despite sector volatility, SWKH’s stable investment yields and improved cash flow make its baby bonds a compelling investment for debt investors. Read the full article on Seeking Alpha
Seeking Alpha • Sep 19

SWK Holdings: Baby Bond Represents Only Debt And 8.9% Coupon Yield

Summary SWK Holdings specializes in healthcare financing through term loans and royalty agreements, with baby bonds offering an attractive 8.9% income yield despite trading above call price. The company saw solid revenue growth in the first half of 2024, driven by interest from financing receivables, but faced increased expenses and lower income from operations. SWK's term loans and royalties have declined, with some loans downgraded, and royalty deals impaired, posing risks to future performance and potential growth in nonaccrual balances. Read the full article on Seeking Alpha
Seeking Alpha • Apr 09

SWK Holdings Offers Attractive 9% Baby Bond

Summary SWK Holdings offers a 9% coupon baby bond, which is currently trading close to par, making it a good choice for income investors. Despite a decline in revenues, SWK managed to increase its net profit by $2 million in 2023, with expenses remaining under control. SWK's balance sheet shows stable shareholder equity, and the company is generating a healthy amount of cash to support its interest payments. Read the full article on Seeking Alpha
Seeking Alpha • Oct 10

SWK Holdings unit receives $5M payment from Cara Therapeutics

Life sciences focused specialty finance company SWK Holdings (NASDAQ:SWKH) said its unit Enteris BioPharma received a $5M clinical progression milestone payment from Cara Therapeutics (NASDAQ:CARA). The payment relates to a license agreement for the company's Peptelligence oral formulation technology. Enteris is entitled to retain $2.5M of this payment. Since license inception, the unit has received $33M of payments from Cara. Source: Press Release
Seeking Alpha • Sep 01

SWK Holdings announces leadership transition

SWK Holdings (NASDAQ:SWKH) promotes Managing Director Jody Staggs to the position of President, effective September 1, 2022. He will  also serve as interim Chief Executive Officer, effective September 30, 2022.   Winston Black, Chairman and CEO, will leave his positions at SWK, effective September 30, 2022. Mr. Staggs joined the company in August 2015 and was promoted to Managing Director in January 2020. Prior to joining the company Mr. Staggs was a Vice President of Investments at Annandale Capital.
Seeking Alpha • Apr 27

Killer R2K Setup In SWK

Profiting from the index’s reconstitution. Identifying the cutoff. Identifying surprise new members.
Analysis Article • Jun 11

Shareholders May Be More Conservative With SWK Holdings Corporation's (NASDAQ:SWKH) CEO Compensation For Now

Performance at SWK Holdings Corporation ( NASDAQ:SWKH ) has been reasonably good and CEO Winston Black has done a...
Analysis Article • Feb 16

Update: SWK Holdings (NASDAQ:SWKH) Stock Gained 46% In The Last Five Years

If you buy and hold a stock for many years, you'd hope to be making a profit. Furthermore, you'd generally like to see...
Analysis Article • Jan 12

Here's What SWK Holdings Corporation's (NASDAQ:SWKH) Shareholder Ownership Structure Looks Like

The big shareholder groups in SWK Holdings Corporation ( NASDAQ:SWKH ) have power over the company. Generally speaking...
Analysis Article • Dec 08

A Look At SWK Holdings' (NASDAQ:SWKH) CEO Remuneration

Winston Black has been the CEO of SWK Holdings Corporation ( NASDAQ:SWKH ) since 2016, and this article will examine...

Shareholder Returns

SWKHUS Diversified FinancialUS Market
7D-6.5%0.4%-0.8%
1Y-2.4%-9.5%27.1%

Return vs Industry: SWKH exceeded the US Diversified Financial industry which returned -4.9% over the past year.

Return vs Market: SWKH underperformed the US Market which returned 31.9% over the past year.

Price Volatility

Is SWKH's price volatile compared to industry and market?
SWKH volatility
SWKH Average Weekly Movement2.7%
Diversified Financial Industry Average Movement6.4%
Market Average Movement7.2%
10% most volatile stocks in US Market16.3%
10% least volatile stocks in US Market3.2%

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

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

About the Company

FoundedEmployeesCEOWebsite
19969Joe Staggswww.swkhold.com

SWK Holdings Corporation is a venture debt firm specializing in early stage, seed/startup, series-A to series-D and growth capital investments. It seeks to invest in healthcare sectors including biopharma, medical devices, diagnostics, life science tools, selective healthcare service and HIT companies; technology; software; SaaS; and green energy/sustainability. It seeks to make investments between $5 million and $20 million, it may also invest higher.

SWK Holdings Corporation Fundamentals Summary

How do SWK Holdings's earnings and revenue compare to its market cap?
SWKH fundamental statistics
Market capUS$192.33m
Earnings (TTM)-US$2.53m
Revenue (TTM)US$37.58m
5.1x
P/S Ratio
-75.9x
P/E Ratio

Is SWKH overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
SWKH income statement (TTM)
RevenueUS$37.58m
Cost of RevenueUS$1.55m
Gross ProfitUS$36.03m
Other ExpensesUS$38.57m
Earnings-US$2.53m

Last Reported Earnings

Dec 31, 2025

Next Earnings Date

n/a

Earnings per share (EPS)-0.21
Gross Margin95.87%
Net Profit Margin-6.74%
Debt/Equity Ratio13.7%

How did SWKH perform over the long term?

See historical performance and comparison

Dividends

25.2%
Current Dividend Yield
n/a
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/04/07 19:35
End of Day Share Price 2026/04/02 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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

SWK Holdings Corporation is covered by 1 analysts. 1 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Michael DianaMaxim Group