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1. Company Snapshot

1.a. 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.

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1.b. Last Insights on MTW

Mattioli Woods plc's recent momentum is driven by its strong growth prospects, with the company being identified as one of the 3 UK growth companies with up to 24% insider ownership. This substantial insider stake signals confidence in the company's future prospects from those who know it best. Additionally, the company's ability to navigate the current economic conditions, including inflation data and the Bank of England's monetary policy meeting, is likely to positively impact its business.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Form 8.3 - Mattioli Woods PLC - Replacement

Aug -02

Source:

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Form 8.3 - Darktrace plc

Aug -02

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Form 8.3 - Network International Holdings PLC

Aug -01

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3 UK Growth Companies With Up To 24% Insider Ownership

Jun -19

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Form 8.3 - Barratt Developments PLC

Jun -11

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Form 8.3 - SMDS LN Equity 4-June-24 Increase in Traded Position Disclosure

Jun -05

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Form 8.3 - Barratt Developments PLC

May -31

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Form 8.3 - BARRATT DEVELOPMENTS P L C

May -16

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (6.40%)

6. Segments

Investment and Asset Management

Expected Growth: 5.5%

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.

Pension Consultancy and Administration

Expected Growth: 5.5%

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.

Private Equity Asset Management

Expected Growth: 10.2%

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.

Property Management

Expected Growth: 4.5%

Growing demand for efficient portfolio management, increasing property investments, and rising need for bespoke services drive the growth of the property management segment.

Employee Benefits

Expected Growth: 5.5%

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.

7. Detailed Products

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.

8. Mattioli Woods plc's Porter Forces

Forces Ranking

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.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 1.45%
Debt Cost 6.46%
Equity Weight 98.55%
Equity Cost 7.41%
WACC 7.39%
Leverage 1.47%

11. Quality Control: Mattioli Woods plc passed 5 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
City of London Investment

A-Score: 6.6/10

Value: 6.4

Growth: 3.7

Quality: 9.1

Yield: 10.0

Momentum: 5.5

Volatility: 4.7

1-Year Total Return ->

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HBM Healthcare Investments

A-Score: 6.4/10

Value: 9.6

Growth: 3.8

Quality: 7.5

Yield: 5.6

Momentum: 4.0

Volatility: 7.7

1-Year Total Return ->

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Stock-Card
eQ

A-Score: 5.3/10

Value: 2.1

Growth: 3.6

Quality: 9.4

Yield: 8.1

Momentum: 2.5

Volatility: 6.0

1-Year Total Return ->

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Stock-Card
Altamir

A-Score: 4.9/10

Value: 3.8

Growth: 2.7

Quality: 5.8

Yield: 6.2

Momentum: 4.0

Volatility: 7.0

1-Year Total Return ->

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Stock-Card
Tamburi Investment Partners

A-Score: 4.2/10

Value: 4.2

Growth: 2.8

Quality: 4.1

Yield: 2.5

Momentum: 3.0

Volatility: 8.7

1-Year Total Return ->

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Stock-Card
Mattioli Woods

A-Score: 4.1/10

Value: 3.0

Growth: 3.8

Quality: 7.0

Yield: 3.8

Momentum: 4.0

Volatility: 3.0

1-Year Total Return ->

View Full Report

Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

8.01$

Current Price

8.01$

Potential

-0.00%

Expected Cash-Flows