Wright Investors' Service Holdings, Inc. does not have significant operations.
Overvalued with worrying balance sheet.
Share Price & News
How has Wright Investors' Service Holdings's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: WISH has not had significant price volatility in the past 3 months.
7 Day Return
US Capital Markets
1 Year Return
US Capital Markets
Return vs Industry: WISH underperformed the US Capital Markets industry which returned 19% over the past year.
Return vs Market: WISH underperformed the US Market which returned 20.1% over the past year.
Price Volatility Vs. Market
How volatile is Wright Investors' Service Holdings's share price compared to the market and industry in the last 5 years?
Simply Wall St News
No news available
Is Wright Investors' Service Holdings undervalued compared to its fair value and its price relative to the market?
Price to Book (PB) ratio
Share Price vs. Fair Value
Below Fair Value: Insufficient data to calculate WISH's fair value to establish if it is undervalued.
Significantly Below Fair Value: Insufficient data to calculate WISH's fair value to establish if it is undervalued.
Price To Earnings Ratio
PE vs Industry: WISH is unprofitable, so we can't compare its PE Ratio to the Capital Markets industry average.
PE vs Market: WISH is unprofitable, so we can't compare its PE Ratio to the US market.
Price to Earnings Growth Ratio
PEG Ratio: Insufficient data to calculate WISH's PEG Ratio to determine if it is good value.
Price to Book Ratio
PB vs Industry: WISH is good value based on its PB Ratio (1.2x) compared to the US Capital Markets industry average (6.7x).
How is Wright Investors' Service Holdings forecast to perform in the next 1 to 3 years based on estimates from 0 analysts?
Forecasted Diversified Financials 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 Wright Investors' Service Holdings 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.
- Take a look at our analysis of WISH’s management and see if the CEO’s compensation is within a reasonable range, who is on the board and if insiders have been trading lately.
- 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 Wright Investors' Service Holdings's filings and announcements here.
- Explore growth companies in the Diversified Financials industry.
How has Wright Investors' Service Holdings performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: WISH is currently unprofitable.
Growing Profit Margin: WISH is currently unprofitable.
Past Earnings Growth Analysis
Earnings Trend: WISH is unprofitable, but has reduced losses over the past 5 years at a rate of 6.5% per year.
Accelerating Growth: Unable to compare WISH's earnings growth over the past year to its 5-year average as it is currently unprofitable
Earnings vs Industry: WISH is unprofitable, making it difficult to compare its past year earnings growth to the Capital Markets industry (8.4%).
Return on Equity
High ROE: WISH has a negative Return on Equity (-31.46%), as it is currently unprofitable.
Return on Assets
Return on Capital Employed
How is Wright Investors' Service Holdings's financial position? (This company is analysed differently as a bank or financial institution)
Financial Position Analysis
Debt to Equity History and Analysis
Inventory Level: WISH has a low level of unsold assets or inventory.
Debt Coverage by Assets: WISH's debt is not covered by short term assets (assets are -119.9x debt).
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: WISH has sufficient cash runway for more than 3 years based on its current free cash flow.
Forecast Cash Runway: Insufficient data to determine if WISH has enough cash runway if its free cash flow continues to grow or shrink based on historical rates.
Financial Institutions Analysis
Asset Level: WISH's level of assets compared to its equity is low.
Allowance for Bad Loans: Insufficient data to determine if WISH has a sufficient allowance for bad loans.
Low Risk Liabilities: WISH reports no customer deposits, loans are made up entirely of externally borrowed funds.
Loan Level: Insufficient data to determine if WISH has an acceptable proportion of non-loan assets held.
Low Risk Deposits: WISH has advanced significantly more loans than the customer deposits it holds.
Level of Bad Loans: Insufficient data to determine if WISH has an appropriate level of bad loans.
What is Wright Investors' Service Holdings's current dividend yield, its reliability and sustainability?
Dividend Yield vs Market
Current dividend yield vs market & industry
Notable Dividend: Unable to evaluate WISH's dividend yield against the bottom 25% of dividend payers, as the company has not reported any payouts.
High Dividend: Unable to evaluate WISH's dividend yield against the top 25% of dividend payers, as the company has not reported any payouts.
Stability and Growth of Payments
Stable Dividend: Insufficient data to determine if WISH's dividends per share have been stable in the past.
Growing Dividend: Insufficient data to determine if WISH's dividend payments have been increasing.
Current Payout to Shareholders
Dividend Coverage: Insufficient data to calculate payout ratio to determine if its dividend payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: No need to calculate the sustainability of WISH's dividend in 3 years as they are not forecast to pay a notable one for the US market.
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Harvey Eisen (77yo)
Mr. Harvey P. Eisen has been Chief Executive Officer of Wright Investors’ Service Holdings, Inc. since June 2007. He was the Co-Chief Executive Officer at Wright Investors' Service Inc. Mr. Eisen serves as ...
CEO Compensation Analysis
Compensation vs Market: Harvey's total compensation ($USD300.00K) is below average for companies of similar size in the US market ($USD521.92K).
Compensation vs Earnings: Harvey's compensation has increased whilst the company is unprofitable.
|Executive Chairman||12.7yrs||US$300.00k||2.22% $216.2k|
|Co-President & Chief Investment Officer of Global Fixed Income - The Winthrop Corporation||0yrs||no data||no data|
|Acting CFO & Acting Chief Accounting Officer||0.9yrs||no data||no data|
|Head of Trading and Vice President||0yrs||no data||no data|
|Senior Vice President of Portfolio Manager||0yrs||no data||no data|
|President of MXL||15.6yrs||no data||no data|
|Co-CEO, Co-President||4.2yrs||US$313.28k||no data|
Experienced Management: WISH's management team is seasoned and experienced (8.4 years average tenure).
|Executive Chairman||12.7yrs||US$300.00k||2.22% $216.2k|
|Independent Director||1yrs||no data||1.49% $145.2k|
|Independent Director||13.3yrs||US$46.25k||1.95% $189.1k|
Experienced Board: WISH's board of directors are seasoned and experienced ( 12.7 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.
Wright Investors' Service Holdings, Inc.'s company bio, employee growth, exchange listings and data sources
- Name: Wright Investors' Service Holdings, Inc.
- Ticker: WISH
- Exchange: OTCPK
- Industry: Asset Management and Custody Banks
- Sector: Diversified Financials
- Market Cap: US$9.721m
- Shares outstanding: 19.84m
- Website: https://null
Number of Employees
- Wright Investors' Service Holdings, Inc.
- 177 West Putnam Avenue
- United States
|Ticker||Exchange||Primary Security||Security Type||Country||Currency||Listed on|
|WISH||OTCPK (Pink Sheets LLC)||Yes||Common Stock||US||USD||Nov 2004|
Wright Investors' Service Holdings, Inc. does not have significant operations. Previously, the company, through its subsidiary, The Winthrop Corporation, was engaged in providing investment management, financial advisory, and investment research services to large and small investors in the United States. The company is based in Greenwich, Connecticut.
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2020/02/18 00:05|
|End of Day Share Price||2020/02/14 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.