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About the company
Kingswood Holdings Limited is a Guernsey-based integrated wealth and investment management company. The Company is engaged in the operation of an investment management and financial planning business. The Company offers a suite of wealth planning and investment management solutions to its clients, which range from private individuals to some of the United Kingdom's universities and institutions including investment advice and management, personal and company pensions, and wealth planning. The Company's segments include investment management, wealth planning, and United States operations. The Company's subsidiaries include KW Wealth Group Limited, which offers management services; KW Investment Management Limited, which provides investment management services; Sterling Trust Financial Consulting Limited, which is a holding company; KW Wealth Planning Limited, which is engaged in wealth planning business, and Kingswood Capital Partners LLC, which is an independent broker dealer.
- Revenue in GBP (TTM)128.34m
- Net income in GBP-15.79m
- Incorporated2004
- Employees396.00
- LocationKingswood Holdings LtdMont Crevelt House,, Bulwer Avenue,ST SAMPSON GY2 4LHGuernseyGGY
- Websitehttps://www.kingswood-group.com/
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Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TMT Investments PLC | 5.84m | 5.01m | 81.21m | 7.00 | 16.22 | 0.4972 | -- | 13.90 | 0.2028 | 0.2028 | 0.2368 | 6.62 | 0.0358 | -- | 10.41 | 1,063,850.00 | 3.06 | 11.21 | 3.11 | 11.50 | -- | -- | 85.64 | 80.67 | -- | -- | 0.00 | -- | 109.37 | -19.60 | 107.84 | -20.02 | -- | -- |
| Maven Income and Growth VCT 4 PLC | -1.43m | -4.31m | 81.70m | 0.00 | -- | 0.9237 | -- | -- | -0.0317 | -0.0317 | -0.0105 | 0.6171 | -0.0165 | -- | -- | -- | -4.98 | 1.75 | -4.99 | 1.76 | -- | 42.12 | -- | 31.16 | -- | -- | 0.00 | 215.90 | -337.21 | -- | -108.27 | -- | -- | -28.77 |
| Menhaden Resource Efficiency PLC | 27.02m | 24.09m | 82.56m | 0.00 | 3.44 | 0.6519 | -- | 3.06 | 0.3039 | 0.3039 | 0.3411 | 1.60 | 0.233 | -- | 52.36 | -- | 20.77 | 10.61 | 20.90 | 10.66 | 90.71 | 86.67 | 89.17 | 83.80 | -- | -- | 0.00 | 2.67 | 234.34 | 124.48 | 217.30 | -- | -- | 5.15 |
| EJF Investments Ltd | -4.98m | -7.98m | 83.56m | 0.00 | -- | 0.5991 | -- | -- | -0.1306 | -0.1306 | -0.0814 | 1.60 | -0.039 | -- | -- | -- | -6.26 | 3.30 | -6.28 | 3.42 | -- | 85.61 | -- | 59.23 | -- | -3.56 | 0.1972 | 153.27 | -128.54 | -- | -156.00 | -- | -- | 15.64 |
| Mobeus Income & Growth VCT PLC | 9.08m | 6.35m | 84.45m | 0.00 | 13.56 | 0.8899 | -- | 9.30 | 0.0383 | 0.0383 | 0.0549 | 0.5843 | 0.0923 | -- | 47.77 | -- | 6.45 | 10.99 | 6.47 | 11.03 | 75.90 | 83.44 | 69.94 | 80.04 | -- | -- | 0.00 | 124.68 | 156.89 | 9.06 | 133.81 | 10.66 | -- | 20.43 |
| Henderson Opportunities Trust plc | 2.70m | 997.00k | 84.91m | 0.00 | 85.15 | 0.8918 | -- | 31.40 | 0.0253 | 0.0253 | 0.0685 | 2.41 | 0.0244 | -- | 4.36 | -- | 0.9011 | -0.0472 | 1.04 | -0.0542 | 53.03 | 21.09 | 36.87 | -3.66 | -- | -- | 0.1054 | -- | 80.18 | -- | 75.64 | -- | -- | 11.07 |
| Rockwood Strategic PLC | 3.83m | 2.90m | 85.64m | 0.00 | 28.32 | 1.29 | -- | 22.37 | 0.0939 | 0.0939 | 0.14 | 2.06 | 0.0658 | -- | 21.63 | -- | 4.98 | 14.64 | 5.08 | 15.16 | 94.99 | 83.69 | 75.61 | 70.15 | -- | -- | 0.00 | -- | -62.97 | -11.30 | -65.65 | -2.30 | -- | -21.28 |
| UIL Ltd | -13.58m | -23.45m | 87.20m | 0.00 | -- | 0.5097 | -- | -- | -0.2797 | -0.2797 | -0.1619 | 2.04 | -0.0422 | -- | -- | -- | -7.29 | -1.95 | -8.99 | -2.33 | -- | -172.40 | -- | -191.31 | -- | -- | 0.396 | -- | 73.30 | -- | 67.58 | -- | -- | 1.30 |
| Albion Crown VCT PLC | 4.18m | 2.11m | 87.70m | 0.00 | 36.84 | 0.9379 | -- | 21.00 | 0.0079 | 0.0079 | 0.0149 | 0.3103 | 0.0482 | -- | 2.40 | -- | 2.43 | 6.74 | 2.45 | 6.81 | 62.29 | 80.30 | 50.51 | 72.48 | -- | -- | 0.00 | 79.11 | -33.94 | -10.81 | -42.38 | -17.26 | -- | -4.13 |
| Global Opportunities Trust PLC | 2.76m | 1.73m | 88.25m | 0.00 | 51.07 | 0.8293 | -- | 32.01 | 0.0591 | 0.0591 | 0.0944 | 3.64 | 0.0259 | -- | 7.02 | -- | 1.62 | 4.45 | 1.63 | 4.46 | 93.33 | 90.46 | 62.68 | 79.60 | -- | -- | 0.00 | 39.55 | -82.42 | -- | -88.23 | -- | -- | -1.89 |
| New Star Investment Trust plc | 8.37m | 7.24m | 89.13m | 0.00 | 12.31 | 0.693 | -- | 10.64 | 0.102 | 0.102 | 0.1179 | 1.81 | 0.0656 | -- | 35.26 | -- | 5.67 | 3.20 | 5.75 | 3.21 | 90.65 | 81.56 | 86.51 | 75.05 | -- | -- | 0.00 | 29.06 | 136.46 | -11.06 | 124.67 | -13.94 | -- | 21.06 |
| Kingswood Holdings Ltd | 128.34m | -15.79m | 90.92m | 396.00 | -- | -- | -- | 0.7084 | -0.0728 | -0.0728 | 0.5916 | 0.2866 | 0.7994 | -- | 14.59 | 420,783.60 | -9.19 | -12.01 | -11.61 | -15.49 | 36.99 | 30.84 | -11.50 | -13.32 | -- | 0.2943 | 0.5007 | -- | -2.48 | 73.57 | 55.27 | -- | 34.16 | -- |
| RM Infrastructure Income PLC | 8.44m | 3.40m | 91.95m | 0.00 | 27.06 | 0.8451 | -- | 10.90 | 0.0289 | 0.0289 | 0.0717 | 0.9254 | 0.0709 | -- | 1.26 | -- | 2.86 | 4.34 | 3.19 | 4.97 | 88.81 | 83.65 | 40.30 | 61.13 | -- | 4.39 | 0.00 | 138.36 | -3.00 | 2.67 | -36.94 | -4.62 | -- | 14.87 |
| Schroders Capital Global Innvtn Trst PLC | -31.19m | -33.80m | 97.90m | 0.00 | -- | 0.4661 | -- | -- | -0.0374 | -0.0374 | -0.0349 | 0.2532 | -0.1307 | -- | -- | -- | -14.16 | -28.72 | -14.23 | -31.34 | -- | -- | -- | -- | -- | -2,111.38 | 0.00 | -- | 82.14 | -- | 81.03 | -- | -- | -- |
| Shires Income plc | 625.00k | -1.47m | 98.67m | 0.00 | -- | 0.9316 | -- | 157.87 | -0.0353 | -0.0353 | 0.0182 | 2.56 | 0.0056 | -- | 0.4237 | -- | -1.31 | 2.54 | -1.43 | 2.86 | -127.84 | 76.52 | -235.52 | 63.63 | -- | -- | 0.1518 | 176.35 | 268.01 | -31.88 | 27.52 | -- | -- | 1.47 |
| CT UK High Income Trust PLC | 13.29m | 11.22m | 100.28m | 0.00 | 8.88 | 1.19 | 8.94 | 7.55 | 0.10 | 0.10 | 0.1165 | 0.7446 | 0.1106 | -- | 10.23 | -- | 9.34 | 3.63 | 10.59 | 3.85 | 88.58 | 79.15 | 84.46 | 72.96 | -- | -- | 0.1222 | 138.24 | 1,526.32 | 18.49 | 2,024.87 | 21.59 | -- | 2.15 |
Data as of Jul 04 2024. Currency figures normalised to Kingswood Holdings Ltd's reporting currency: UK Pound GBX
1.01%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| Unicorn Asset Management Ltd.as of 31 May 2024 | 2.20m | 1.01% |
Data from 31 May 2024 - 31 May 2024Source: FactSet Research Systems Inc.
