Added to YB: 2025-12-16
Pitch date: 2025-12-12
KPG.AX [bullish]
Kelly Partners Group Holdings Limited
+1.99%
current return
Author Info
Compound & Fire shares at least one company deep dive every month. Sign up for the newsletter.
Company Info
Kelly Partners Group Holdings Limited provides chartered accounting and other professional services to private businesses and high net worth individuals in Australia and internationally.
Market Cap
AUD 352.7M
Pitch Price
AUD 8.03
Price Target
13.90 (+78%)
Dividend
N/A
EV/EBITDA
11.98
P/E
102.53
EV/Sales
3.61
Sector
Professional Services
Category
value
Quality Stocks in a Price Recession: A Healthy Correction and Opportunity to Buy - Increased Position in Kelly Partners Group
KPG.AX (added to position): Australian accounting network w/ Partner-Owner-Driver model, 20.5% revenue CAGR since 2017 IPO. 5yr plan targets AU$500M revenue, AU$175M EBITDA, AU$40M NPATA by FY31. DCF shows AU$13.90 intrinsic value vs AU$7.79 current price, 40%+ margin of safety.
Read full article (2 min)