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Kelly Partners Group Holdings Limited

ASX: KPG.AX

Stock price

4.65 AUD

(+129.06%) 5 years

financial services
Specialty Business Services

Financial Performance

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5Y price score: 198

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The price score is a basic measure of the stock's performance
against the S&P 500 Index over a five-year period.
A score of 100 indicates that the stock did as well as the S&P 500 Index.
A score below 100 means the stock underperformed the index,
while a score above 100 means it outperformed the S&P 500.

10Y return: 267.7%

DATE RANGE:

AUD Per
Share

  • Earnings per share

  • Free cash flow per share

  • Stock price

By default your notes are visible only to you.

4.5

52-week range

12.9

4.65

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Required return / cost of capital
FCFF terminal growth rate

Your fair value & Margin of safety

To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.

Forecast:

Valuation

Free Cash Flow Yield

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FCF Yield TTM = Trailing Twelve Months free cash flow per share / current market price per share

13.7 %

Dividend Yield TTM

-

Market cap

210.5

Price / Earnings TTM

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P/E TTM = current market price per share / Trailing Twelve Months diluted earnings per share

69.6

Price / Book TTM

7.1

PEG TTM

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Price/Earnings-to-Growth ratio = P/E TTM divided by most recent annual diluted earnings per share growth rate

(23.7)

Earnings growth and return

LTM

5YR

10YR

Total return (price & dividends)

(56.1) %

139.5 %

267.7 %

Free cash flow per share growth

35 %

133.5 %

332.7 %

Earnings per share growth

(2.9) %

(14) %

70.4 %

Founded: 2,006

Employees:

Business Summary: Kelly Partners Group Holdings Limited provides chartered accounting and other professional services to private businesses and high net worth individuals in Australia. The company operates through two segments, Accounting and Other Services. It offers accounting and taxation, corporate secretarial, outsourced CFO, audit, business structuring, bookkeeping, and other accounting related services. The company also provides financial broking, wealth management, investment office, and other non-accounting services. Kelly Partners Group Holdings Limited was founded in 2006 and is based in North Sydney, Australia.

Financials

all figures in AUD Millions except per share data

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Averages

based on historical growth rates (CAGR) and average margins for last 10 or max, available and up to 10 years.

Analysts

Average Revenue and Net Income forecast estimates from analysts who cover the stock.

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you can edit default forecast based on averages or analysts consensus and use it to calculate fair value based on your assumptions.

Actual
10 year gagr
Estimated
Projected
Fiscal
FISCAL PERIOD END DATES
01Earnings per share
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Diluted EPS
02FCF per share
03Dividends per share
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Adjusted for splits
04Dividends payout, %
05Revenue
06ㅤ% Change
07Net Income
08ㅤ% Margin
09CFO
10ㅤ% Of revenue
11CAPEX
12ㅤ% Change
13FCFF
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Free Cash Flow to the Firm = Cash Flows from Operating Activities (09) – Capital Expenditures (11)
14Total assets
15ㅤ% Change
16Total liabilities
17ㅤ% Of assets
18Shareholders Equity
19Net Debt
20Shares Outstanding
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Diluted Weighted-average Shares Outstanding
21ㅤ% Change
22ROA
23ROE
24Interest coverage
25Dividend Yield
26P/E Ratio
27Stock price range
28Market Cap
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End of Period Market Cap
29FCF Yield
30Average stock price
31 CEO
Fair Value Reference Estimate

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Required return / cost of capital
FCFF terminal growth rate
Free cash flow forecast
Terminal value
ㅤPV breakdown
Enterprise value / PV of FCF
ㅤPlus / (Less): Net Debt
ㅤLess: preferred stock
ㅤLess: minority interest
Market cap
ㅤNumber of shares
Price per share

Latest Earnings Call Takeaways

2026 Q2 (Feb 10, 2026)

1) Strategic Growth and Global Expansion
- Kelly Partners Group (KPG) is focused on building a global firm for private business owners, now expanding into Ireland and leveraging a 51% stake in the Kudos network, which includes 60 firms across 48 countries.
- The company aims to differentiate itself through a suite of proprietary software applications and AI integration, enhancing operational efficiency and client service.
- KPG has a strong M&A strategy, having completed six acquisitions in the past year, contributing to both organic and acquired revenue growth.

2) Financial Performance and Metrics
- KPG reported a 17% increase in revenue, growing from $64.9 million to $76 million YoY, with a revenue run rate of $164.2 million.
- Underlying NPATA increased by 12.8% to $5.6 million, while EBITDA for operating businesses grew by 15.2% to $21 million, maintaining strong margins.
- The company’s cash conversion rate remains high at 101.1%, and return on equity metrics are robust, with the group at 38.1% and the parent at 32.6%.

3) Challenges and Market Conditions
- KPG's share price has seen a significant decline of 49.51% over the past year, mirroring broader market trends affecting similar firms.
- The company acknowledges a slowdown in revenue growth from 24% to 17%, attributing this to the timing of acquisitions and the integration process rather than a fundamental business issue.
- The management remains optimistic about future growth opportunities, particularly in the context of potential distress in the private equity market, which may lead to more acquisition opportunities.

4) Operational Plans and AI Integration
- KPG is investing in developing its own software capabilities and AI tools, moving away from joint ventures that did not align with its strategic goals.
- The firm is focused on enhancing its operational efficiency through technology while maintaining strong partner economics and a young, skilled workforce.
- The company aims to continue its trajectory towards becoming a top 10 accounting firm in Australia, with a focus on maintaining profitability and expanding its global footprint.

5) Guidance and Future Outlook
- KPG is committed to long-term growth, emphasizing investments in internal capacity over short-term profits, and plans to continue its programmatic acquisition strategy.
- The management expresses confidence in the firm’s ability to navigate market challenges and capitalize on emerging opportunities, particularly in the context of AI and changing industry dynamics.
- The transcript lacks specific forward-looking guidance on revenue targets or detailed plans for upcoming acquisitions, which could provide additional clarity for investors.

Bottom line: KPG is strategically positioned for growth through global expansion and technology integration, despite current market challenges and share price volatility. The firm’s strong financial metrics and commitment to long-term value creation make it an attractive prospect for shareholders looking for resilience and growth potential in the accounting sector.

Kelly Partners Group Holdings Limited — Financial Overview, Stock Price, Market Cap

Kelly Partners Group Holdings Limited is a company. Founded in 2006. As of April 13, 2026, the company's market capitalization is $210528550 with a current stock price of $4.65.