0.00%
-0.12%
0.63%
1.14%
39.30%
-1.72%
14.02%
AI Spotlight on MTW
Company Description
Mattioli Woods plc provides wealth management and employee benefit services in the United Kingdom.It operates through Pension Consultancy and Administration, Investment and Asset Management, Property Management, and Employee Benefits segments.The company offers self-invested personal pension and small self-administered pension schemes; alternative investment; and employee engagement, defined contribution and defined benefit pension schemes, workplace savings, healthcare, international benefits, and risk solutions, as well as total reward and flexible benefit systems.
The company offers its services to controlling directors and owner-managed businesses, professionals, executives, individuals, families, and retirees.Mattioli Woods plc was founded in 1991 and is based in Leicester, the United Kingdom.
Market Data
| Last Price | 801 |
| Change Percentage | -0.12% |
| Open | 800.1 |
| Previous Close | 800 |
| Market Cap ( Millions) | 431 |
| Volume | 28862 |
| Year High | 803 |
| Year Low | 481 |
| M A 50 | 794.5 |
| M A 200 | 718.61 |
Financial Ratios
| FCF Yield | 6.84% |
| Dividend Yield | 1.12% |
| ROE | 4.36% |
| Debt / Equity | 0.00% |
| Net Debt / EBIDTA | -91.16% |
| Price To Book | 1.83 |
| Price Earnings Ratio | 41.71 |
| Price To FCF | 14.61 |
| Price To sales | 3.73 |
| EV / EBITDA | 12.68 |
News
- Aug -02 - Form 8.3 - Mattioli Woods PLCΒ - Replacement
- Aug -02 - Form 8.3 - Darktrace plc
- Aug -01 - Form 8.3 - Network International Holdings PLC
- Jun -19 - 3 UK Growth Companies With Up To 24% Insider Ownership
- Jun -11 - Form 8.3 - Barratt Developments PLC
- Jun -05 - Form 8.3 - SMDS LN Equity 4-June-24 Increase in Traded Position Disclosure
- May -31 - Form 8.3 - Barratt Developments PLC
- May -16 - Form 8.3 - BARRATT DEVELOPMENTS P L C
- May -03 - Form 8.3 - Darktrace PLC
- Apr -30 - Form 8.3 - First Pacific Advisors, LP β Tyman plc
- Apr -17 - Form 8.3 - MTW LN
- Feb -11 - Dividend Investors: Don't Be Too Quick To Buy Mattioli Woods plc (LON:MTW) For Its Upcoming Dividend
- Dec -14 - Positive Signs As Multiple Insiders Buy Made Tech Group Stock
- Oct -29 - Shareholders in APG|SGA (VTX:APGN) are in the red if they invested five years ago
- Oct -05 - CFO, Group Finance Director & Director of Mattioli Woods Picks Up 94% More Stock
- Sep -17 - Do These 3 Checks Before Buying Mattioli Woods plc (LON:MTW) For Its Upcoming Dividend
- Jul -12 - Transcat Extends Its Professional Services Business With Acquisition of SteriQual, Inc.
- May -05 - Avantium (AMS:AVTX) shareholders have endured a 31% loss from investing in the stock five years ago
Business Breakdown
Expected Mid-Term Growth
Segment nΒ°1 -> Investment and Asset Management
Expected Growth : 5.5 %
What the company do ?
Mattioli Woods plc's Investment and Asset Management segment provides bespoke investment management services to individuals, trusts, and companies, offering tailored portfolio management and investment solutions.
Why we expect these perspectives ?
Growing demand for bespoke investment management services, increasing wealth among high net worth individuals, and rising adoption of tailored portfolio management solutions drive growth in Mattioli Woods' Investment and Asset Management segment.
Segment nΒ°2 -> Pension Consultancy and Administration
Expected Growth : 5.5 %
What the company do ?
Mattioli Woods plc's Pension Consultancy and Administration provides expert guidance and management of pension schemes, helping clients optimize their retirement savings and benefits.
Why we expect these perspectives ?
Growing demand for pension consultancy and administration services, driven by increasing retirement savings and benefits, coupled with regulatory changes and an aging population, will fuel growth in this segment.
Segment nΒ°3 -> Private Equity Asset Management
Expected Growth : 10.2 %
What the company do ?
Private Equity Asset Management from Mattioli Woods plc involves investing in private companies, providing capital for growth, and generating returns through strategic exits.
Why we expect these perspectives ?
Private equity asset management growth is driven by increasing demand for alternative investments, rising wealth among high net worth individuals, and the need for capital to support private companies' growth and expansion plans.
Segment nΒ°4 -> Property Management
Expected Growth : 4.5 %
What the company do ?
Property Management from Mattioli Woods plc offers bespoke services to manage and administer property investments, ensuring efficient and profitable portfolio management.
Why we expect these perspectives ?
Growing demand for efficient portfolio management, increasing property investments, and rising need for bespoke services drive the growth of the property management segment.
Segment nΒ°5 -> Employee Benefits
Expected Growth : 5.5 %
What the company do ?
Mattioli Woods plc offers employee benefits including pension scheme, life assurance, income protection, and private medical insurance to support employees' financial and physical well-being.
Why we expect these perspectives ?
Growing demand for employee benefits, increasing awareness of financial and physical well-being, and rising need for income protection drive the growth of Mattioli Woods plc's employee benefits segment.
Mattioli Woods Plc Products
| Product Range | What is it ? |
|---|---|
| Wealth Management | Mattioli Woods plc provides bespoke wealth management services to individuals, families, and businesses, offering tailored investment solutions to help clients achieve their financial goals. |
| Pensions and Retirement | The company offers a range of pension and retirement solutions, including Self-Invested Personal Pensions (SIPPs), Small Self-Administered Schemes (SSAS), and Auto Enrolment services. |
| Employee Benefits | Mattioli Woods plc provides employee benefits solutions, including group risk insurance, employee assistance programs, and flexible benefits schemes. |
| Trustee Services | The company offers independent trustee services, including scheme management, governance, and compliance support. |
| Investment Management | Mattioli Woods plc provides discretionary investment management services, including portfolio management and investment research. |
| Financial Planning | The company offers comprehensive financial planning services, including cash flow modeling, tax planning, and estate planning. |
Mattioli Woods plc's Porter Forces
Threat Of Substitutes
Mattioli Woods plc operates in a niche market, providing wealth management and advisory services to high net worth individuals and businesses. While there are substitutes available, the company's expertise and personalized services provide a competitive edge, reducing the threat of substitutes.
Bargaining Power Of Customers
Mattioli Woods plc's customers are primarily high net worth individuals and businesses, who have limited bargaining power due to their reliance on the company's specialized services.
Bargaining Power Of Suppliers
Mattioli Woods plc has a diversified supplier base, and the company's scale and reputation provide it with significant bargaining power over its suppliers.
Threat Of New Entrants
The wealth management and advisory services industry has high barriers to entry, including regulatory requirements and the need for specialized expertise, making it difficult for new entrants to compete with established players like Mattioli Woods plc.
Intensity Of Rivalry
The wealth management and advisory services industry is highly competitive, with several established players competing for market share. However, Mattioli Woods plc's niche focus and expertise provide it with a competitive edge, reducing the intensity of rivalry.
Strength
Capital Structure
| Value | |
|---|---|
| Debt Weight | 1.45% |
| Debt Cost | 6.46% |
| Equity Weight | 98.55% |
| Equity Cost | 7.41% |
| WACC | 7.39% |
| Leverage | 1.47% |
Mattioli Woods plc : Quality Control
Mattioli Woods plc passed 5 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| HBMN.SW | HBM Healthcare Investments AG specializes in fund of funds and direct investments in middle market and mature companies. The fund prefers to invest in start up, early stage, mid stage, β¦ |
| EQV1V.HE | eQ Oyj is a publicly owned investment manager. The firm through its subsidiaries provides asset management, corporate finance and investments. The firm specializing in fund of funds investments and secondary β¦ |
| LTA.PA | Altamir SCA formerly known as Altamir Amboise, is a private equity firm specializing in both direct and fund of fund investments, small and mid-cap companies. In direct investing, the firm β¦ |
| CLIG.L | City of London Investment Group PLC is a publically owned investment manager. The firm provides client focused equity portfolios. It invests in public equity markets across the globe. The firm β¦ |
| TIP.MI | Tamburi Investment Partners S.p.A. is private equity firm specializing in direct and secondary direct investments. The firm also co-invests with other entrepreneurs and investors. Within direct investments, it invests in β¦ |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
π₯
City of London Investment
A-Score
1-Year Total Return ->
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eQ
A-Score
1-Year Total Return ->
π₯
HBM Healthcare Investments
A-Score
1-Year Total Return ->
4
Altamir
A-Score
1-Year Total Return ->
5
Tamburi Investment Partners
A-Score
1-Year Total Return ->
6
