top of page
Writer's pictureMark Watson-Mitchell

M Winkworth (LON:WINK) – Looking Attractive With Cash In The Bank, Private Equity Eyes On

Another company reporting its Interim Results tomorrow morning is the leading franchisor of residential real estate agencies with a pre-eminent position in the mid to upper segments of the sales and lettings markets.


In early July, the group stated that its preliminary results showed that in the first half of this current year its network sales were up by some 8% and that its network lettings were around 4% better than last.


The Directors expect that pre-tax profits for the year will be in-line with market expectations of £2.4m.


Analyst Rob Sanders at Shore Capital Markets is estimating that the 2024 revenue will be £10.3m (£9.3m), while adjusted pre-tax profits will be £2.4m (£2.1m), earnings of 14.4p (13.0p) with an appealing 12.2p (11.7p) dividend per share.


For the 2025 year, he goes for £11.2m revenue, £2.6m profit, 16.0p earnings and a dividend of 13.5p.


The group’s total equity is only valued at £27m, which looks very cheap to me, especially with close to £5m cash on its balance sheet.


Its shares, at 210p, must surely be attractive to the Private Equity capitalists out there, especially those who can recognise the strength of the Winkworth franchise model and the accretive revenues that it is capable of achieving.



(Profile 19.07.21 @ 190p set a Target Price of 240p)

Comments


bottom of page