Kingswood Holding Ltd KWGHF
About Quantitative Ratings
Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.
Trading Information
- Previous Close Price
- $0.18
- Day Range
- $0.18–0.18
- 52-Week Range
- $0.18–0.19
- Bid/Ask
- $0.00 / $0.18
- Market Cap
- $39.05 Mil
- Volume/Avg
- 25,000 / 24,968
Key Statistics
- Price/Earnings (Normalized)
- —
- Price/Sales
- 0.25
- Dividend Yield (Trailing)
- —
- Dividend Yield (Forward)
- —
- Total Yield
- —
Company Profile
Kingswood Holding Ltd is a United Kingdom-based wealth management firm. The firm serves private individuals, charities, trustees, institutions, and professional intermediaries through its wealth planning and advice, and also manages investment portfolios. It operates through three business segments; Investment Management; Wealth Planning and US. The company generates the majority of its revenue from US operations.
- Sector
- Financial Services
- Industry
- Asset Management
- Stock Style Box
- Small Value
- Total Number of Employees
- 396
- Website
- https://www.kingswood-group.com
Comparables
Valuation
Metric
|
KWGHF
|
N91
|
TAM
|
---|---|---|---|
Price/Earnings (Normalized) | — | 9.74 | 28.35 |
Price/Book Value | — | 4.70 | 9.30 |
Price/Sales | 0.25 | 2.21 | 11.59 |
Price/Cash Flow | — | 16.48 | 27.45 |
Price/Earnings
KWGHF
N91
TAM
Financial Strength
Metric
|
KWGHF
|
N91
|
TAM
|
---|---|---|---|
Quick Ratio | — | 1.03 | 3.62 |
Current Ratio | — | 1.03 | 3.62 |
Interest Coverage | — | 49.92 | 48.92 |
Quick Ratio
KWGHF
N91
TAM
Profitability
Metric
|
KWGHF
|
N91
|
TAM
|
---|---|---|---|
Return on Assets (Normalized) | −8.17% | 1.45% | 26.72% |
Return on Equity (Normalized) | — | 45.59% | 34.20% |
Return on Invested Capital (Normalized) | — | 33.01% | 34.91% |
Return on Assets
KWGHF
N91
TAM
Asset Management Industry Comparables
Ticker
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Name
|
Morningstar Rating for Stocks
|
Capital Allocation
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Economic Moat
|
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