Added to YB: 2026-03-19
Pitch date: 2026-03-16
KFS [neutral]
Kingsway Financial Services Inc.
Author Info
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Company Info
Kingsway Financial Services Inc. through its subsidiaries, engages in the extended warranty and business services in the United States.
Market Cap
$309.4M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
87.37
P/E
-24.86
EV/Sales
2.90
Sector
Insurance
Category
growth
My Top 8 Highest Conviction Micro Cap Ideas - Kingsway Financial Services (NYSE: KFS)
KFS (update): Only US public co running search fund model at scale (32% IRR per Stanford data over 4 decades). Mgmt owns 27% + $11M invested. Rev +59% YoY in 2025, Q4 accelerated. 6 M&A closed 2025, 3-5 target 2026. $330M NOL shields taxes. J-curve masking economics; GAAP earnings lag true power.
Read full article (1 min)