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Kelly Partners Group Holdings Limited (KPG.AX)

AUD3.95 +0.03 (+0.77%)
AU ASX Industrials Specialty Business Services
Address 32 Walker Street 2060
North Sydney, NSW, AU
CEO Brett Kelly
IPO 2017-06-21
ISIN AU000000KPG7

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Also trades on Australian Securities Exchange · KPG.AX (AUD) Other OTC · KPGHF (USD)
Description

Kelly Partners Group Holdings Limited, an Australian firm founded in 2006 and based in North Sydney, delivers a comprehensive array of chartered accounting and professional services. The company caters to both private enterprises and high-net-worth individuals within Australia. Its operations are divided into two primary segments: Accounting and Other Services. The Accounting segment encompasses services such as taxation, corporate secretarial support, outsourced CFO functions, auditing, business structuring, and bookkeeping, along with other related financial solutions. Additionally, the Other Services segment offers expertise in financial broking, wealth management, investment office operations, and various other non-accounting professional support.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
AUD3.95 +0.03 (+0.77%)
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Volume Profile
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Liquidity & share structure
Average Volume
90.2K
Beta
0.32
Float Shares
26.29M
Free Float %
58.1%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+2.89% -6.90% -9.49% -35.37% -55.01% -52.32% -63.18% -14.44% +58.94% +187.50% +187.50%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
3.95
DCF (Unlevered) 31.97 +709.3%
DCF (Levered) 51.02 +1,191.7%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM)
Rating 2024-11 Change
Strong Buy 0 0
Buy 0 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
2.38
Grey zone
Piotroski F-Score
5 / 9
Average
MOAT Score
6 / 10
Developing
Composite Rating
B-
Overall Score
3 / 5
Medium
DCF Score
5 / 5
High
ROE Score
4 / 5
High
ROA Score
3 / 5
Medium
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Specialty Business Services: +7.6%
    +24.5% Q4'25: +43.7% (vs Q4'23)
  • EPS growth Specialty Business Services: +24.4%
    -2.9% Q4'25: +26.6% (vs Q4'23)
  • FCF margin FCF growth · Specialty Business Services: +27.6%
    +17.1% Q4'25: +21.6% (vs Q4'23)
  • EBIT margin Specialty Business Services: +9.0%
    +16.9% Q4'25: +18.2% (vs Q4'23)
  • ROIC Specialty Business Services: +7.8%
    +13.0% Q4'25: +21.1% (vs Q4'23)
  • Share dilution Specialty Business Services: +0.4%
    -0.2% Q4'25: +0.6% (vs Q4'23)
  • Debt / EBITDA Net debt/EBITDA · Specialty Business Services: -0.21×
    2.74× Q4'25: 1.73× (vs Q4'23)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.31) × ERP
WACC = 63% × Ke + 37% × Kd (6.4%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 31.97 Current price: 3.95
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Jun 2017
actual
Jun 2018
actual
Jun 2019
actual
Jun 2020
actual
Jun 2021
actual
Jun 2022
actual
Jun 2023
actual
Jun 2024
actual
Jun 2025
actual
Revenue
30.20M
est: 35.70M (-15.4%)
39.47M
est: 37.25M (+6.0%)
39.98M
est: 40.33M (-0.9%)
45.50M
est: 49.90M (-8.8%)
48.91M
est: 52.50M (-6.8%)
64.86M
est: 56.70M (+14.4%)
86.52M
est: 88.80M (-2.6%)
108.14M
est: 101.20M (+6.9%)
134.61M
est: 115.40M (+16.6%)
EBITDA
2.91M
est: 11.46M (-74.6%)
13.55M
est: 11.96M (+13.3%)
10.17M
est: 12.95M (-21.5%)
16.69M
est: 16.02M (+4.2%)
18.38M
est: 16.86M (+9.1%)
24.14M
est: 18.21M (+32.6%)
24.92M
est: 28.51M (-12.6%)
31.69M
est: 4.85M (+553.3%)
37.20M
est: 37.05M (+0.4%)
EBIT
2.08M
est: 7.76M (-73.2%)
12.52M
est: 8.10M (+54.5%)
8.92M
est: 8.77M (+1.7%)
12.81M
est: 10.85M (+18.1%)
13.95M
est: 11.42M (+22.2%)
17.81M
est: 12.33M (+44.4%)
15.37M
est: 19.31M (-20.4%)
19.56M
est: 16.41M (+19.2%)
22.72M
est: 25.09M (-9.4%)
Net Income
-2.79M
est: 1.53M (-282.6%)
4.38M
est: 4.29M (+2.2%)
2.44M
est: 3.33M (-26.8%)
4.01M
est: 1.90M (+110.8%)
4.62M
est: 5.35M (-13.5%)
5.56M
est: 6.15M (-9.6%)
3.93M
est: 7.28M (-46.0%)
3.52M
est: 4.93M (-28.5%)
3.41M
est: 10.47M (-67.4%)
SGA
2.14M
est: 3.82M (-44.0%)
2.29M
est: 3.99M (-42.6%)
2.50M
est: 4.32M (-42.1%)
188.7K
est: 5.34M (-96.5%)
145.9K
est: 5.62M (-97.4%)
96.0K
est: 6.07M (-98.4%)
1.29M
est: 9.50M (-86.5%)
1.36M
est: 231.6K (+485.9%)
67.73M
est: 12.35M (+448.5%)
EPS
-0.06
est: 0.03 (-280.3%)
0.10
est: 0.10 (+0.9%)
0.05
est: 0.07 (-27.8%)
0.09
est: 0.04 (+108.5%)
0.10
est: 0.12 (-16.0%)
0.12
est: 0.14 (-12.4%)
0.09
est: 0.16 (-46.1%)
0.08
est: 0.19 (-59.0%)
0.08
est: 0.23 (-67.4%)
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-29 B- 3/5 5/5 4/5 3/5 1/5 1/5 1/5
2026-05-28 B- 3/5 5/5 4/5 3/5 1/5 1/5 1/5
2026-05-27 B- 3/5 5/5 4/5 3/5 1/5 1/5 1/5
2026-05-26 B- 3/5 5/5 4/5 3/5 1/5 1/5 1/5
2026-05-25 B- 3/5 5/5 4/5 3/5 1/5 1/5 1/5
2026-05-22 B- 3/5 5/5 4/5 3/5 1/5 1/5 1/5
2026-05-21 B- 3/5 5/5 4/5 3/5 1/5 1/5 1/5
2026-05-20 B- 3/5 5/5 4/5 3/5 1/5 1/5 1/5
2026-05-19 B- 3/5 5/5 4/5 3/5 1/5 1/5 1/5
2026-05-18 B- 3/5 5/5 4/5 3/5 1/5 1/5 1/5
2026-05-15 B- 3/5 5/5 4/5 3/5 1/5 1/5 1/5
2026-05-14 B- 3/5 5/5 4/5 3/5 1/5 1/5 1/5
2026-05-13 B- 3/5 5/5 4/5 3/5 1/5 1/5 1/5
2026-05-12 B- 3/5 5/5 4/5 3/5 1/5 1/5 1/5
2026-05-11 B- 3/5 5/5 4/5 3/5 1/5 1/5 1/5
2026-05-08 B- 3/5 5/5 4/5 3/5 1/5 1/5 1/5
2026-05-07 B- 3/5 5/5 4/5 3/5 1/5 1/5 1/5
2026-05-06 B- 3/5 5/5 4/5 3/5 1/5 1/5 1/5
2026-05-05 B- 3/5 5/5 4/5 3/5 1/5 1/5 1/5
2026-05-04 B- 3/5 5/5 4/5 3/5 1/5 1/5 1/5
2026-05-01 B- 2/5 5/5 3/5 3/5 1/5 1/5 1/5
2026-04-30 B- 2/5 5/5 3/5 3/5 1/5 1/5 1/5
2026-04-29 B- 3/5 5/5 3/5 4/5 1/5 1/5 1/5
2026-04-28 B- 3/5 5/5 3/5 4/5 1/5 1/5 1/5
2026-04-27 B- 3/5 5/5 3/5 4/5 1/5 1/5 1/5
2026-04-24 B- 3/5 5/5 3/5 4/5 1/5 1/5 1/5
2026-04-23 B- 3/5 5/5 3/5 4/5 1/5 1/5 1/5
2026-04-22 B- 3/5 5/5 3/5 4/5 1/5 1/5 1/5
2026-04-21 B- 3/5 5/5 3/5 4/5 1/5 1/5 1/5
2026-04-20 B- 3/5 5/5 3/5 4/5 1/5 1/5 1/5
2026-04-17 B- 3/5 5/5 3/5 4/5 1/5 1/5 1/5
2026-04-16 B- 3/5 5/5 3/5 4/5 1/5 1/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
85.17M
OE per share TTM
1.89
Owner's Yield
48.11%
Maintenance CapEx ratio
246.72%
Maint CapEx / Avg PPE
31.9%

Ownership Overview

Ownership breakdown

Ownership breakdown not available.

At a glance
Institutional holders
Total invested
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend

Institutional history not available.

Top institutional holders

Top holders not available.

ETF Ownership

Top ETFs holding this stock Held by 3 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Avantis International Small Cap Equity ETF AVDS 0.00% 6.9K 0.30%
2 Dimensional World ex U.S. Core Equity 2 ETF DFAX 0.00% 22.1K 0.28%
3 Dimensional International Sustainability Core 1 ETF DFSI 0.00% 0.24%

Insider Activity

Insider Activity — Latest Quarter

No insider activity available.

Insider buys vs sells (history)

Insider history not available.

Recent insider transactions

No recent insider transactions.

Executive team

Top executives
EBIT / Employee
118.3K
Shares Outstanding
45.27M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings

No SEC filings available for this company yet.

Executive team

NameTitleCompensationGender
Brett Kelly Founder, Executive Chairman & Chief Executive Officer 2M male
Ada Wing Tak Poon Executive Director 12.0K female
Paul Kuchta Executive Director 12.0K male
Mark Prag Managing Director of Sydney CBD male
Joyce Au Company Secretary female
Barry Frank Chairman – CBD & Senior Client Director - Sydney CBD male
Kenneth Ko Chief Financial Officer male
ESG Score History

No data available for this company.

Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits