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Upturn AI SWOT - About
KW 
Kennedy-Wilson Holdings Inc (KW)
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Upturn Advisory Summary
03/27/2025: KW (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -34.42% | Avg. Invested days 34 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.19B USD | Price to earnings Ratio - | 1Y Target Price 10.53 |
Price to earnings Ratio - | 1Y Target Price 10.53 | ||
Volume (30-day avg) 745992 | Beta 1.17 | 52 Weeks Range 7.74 - 11.74 | Updated Date 03/30/2025 |
52 Weeks Range 7.74 - 11.74 | Updated Date 03/30/2025 | ||
Dividends yield (FY) 5.57% | Basic EPS (TTM) -0.56 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -6.45% | Operating Margin (TTM) 9.48% |
Management Effectiveness
Return on Assets (TTM) 0.42% | Return on Equity (TTM) -1.96% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 6545348036 | Price to Sales(TTM) 2.32 |
Enterprise Value 6545348036 | Price to Sales(TTM) 2.32 | ||
Enterprise Value to Revenue 12.32 | Enterprise Value to EBITDA 16.96 | Shares Outstanding 138008000 | Shares Floating 119919206 |
Shares Outstanding 138008000 | Shares Floating 119919206 | ||
Percent Insiders 14.96 | Percent Institutions 88.48 |
Analyst Ratings
Rating 2.5 | Target Price 11.45 | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold 1 | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Kennedy-Wilson Holdings Inc
Company Overview
History and Background
Kennedy-Wilson Holdings Inc. was founded in 1977. It began as a real estate auction and brokerage firm and has evolved into a global real estate investment company, expanding its portfolio and services through acquisitions and strategic partnerships.
Core Business Areas
- Investment Management: Manages capital on behalf of third-party investors across various real estate strategies.
- Real Estate Services: Provides brokerage, property management, and other real estate services to clients.
- Proprietary Investments: Invests its own capital in real estate assets, focusing on multifamily, office, and retail properties.
Leadership and Structure
William J. McMorrow is the Chairman and CEO. The company has a typical corporate structure with executive leadership overseeing various operational divisions.
Top Products and Market Share
Key Offerings
- Multifamily Properties: Owns, operates, and develops multifamily properties. Market share data is not readily available but its portfolio is a significant portion of its revenue. Competitors include AvalonBay Communities (AVB) and Equity Residential (EQR).
- Commercial Properties: Invests in office and retail properties. Again, market share is difficult to precisely quantify. Competitors include Boston Properties (BXP) and Simon Property Group (SPG).
- Investment Management Services: Manages capital for institutional investors across various real estate strategies. Revenue from this segment varies. Competitors include Blackstone (BX) and Brookfield Asset Management (BAM).
Market Dynamics
Industry Overview
The real estate investment industry is influenced by interest rates, economic growth, and demographic trends. Increasing globalization and capital flows are also key factors.
Positioning
Kennedy-Wilson is positioned as a value-add investor, seeking to improve properties and generate returns. They also have strong relations with institutional investors.
Total Addressable Market (TAM)
The TAM for global real estate investment is estimated to be in the trillions of dollars. Kennedy-Wilson captures a small but significant portion, with substantial room for growth.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Strong track record of value creation
- Diversified portfolio
- Access to capital
Weaknesses
- High debt levels
- Sensitivity to interest rate fluctuations
- Dependence on economic conditions
- Complex organizational structure
Opportunities
- Expansion into new markets
- Acquisition of distressed assets
- Growth of investment management business
- Increasing demand for real estate
Threats
- Economic downturn
- Rising interest rates
- Increased competition
- Regulatory changes
Competitors and Market Share
Key Competitors
- AVB
- EQR
- BXP
- SPG
- BX
- BAM
Competitive Landscape
Kennedy-Wilson's advantages include its experienced management team and diversified portfolio, while its disadvantages include high debt and sensitivity to economic conditions. The listed companies make up a decent portion of the entire market, however exact TAM is too difficult to get.
Major Acquisitions
J.P. Morgan Indirect Real Estate Portfolio
- Year: 2010
- Acquisition Price (USD millions): 700
- Strategic Rationale: Expansion of the real estate portfolio and strategic partnership with J.P. Morgan.
Acquisition of distressed debt in Europe
- Year: 2011
- Acquisition Price (USD millions): 367
- Strategic Rationale: Expand into the European market.
Growth Trajectory and Initiatives
Historical Growth: Growth has been achieved through acquisitions, property development, and investment management activities.
Future Projections: Analyst projections depend on market forecasts and company-specific initiatives. These will change over time.
Recent Initiatives: Recent initiatives include strategic acquisitions and capital recycling programs. Also focus on growing Investment Management platform.
Summary
Kennedy-Wilson is a well-established real estate investment company with a long history and diversified portfolio. Its strengths lie in its experienced management team and track record of value creation. However, high debt levels and sensitivity to economic conditions remain significant concerns, and increased competition in the Investment Management segment is intensifying. The company needs to focus on managing its debt and capitalizing on growth opportunities.
Similar Companies
- AVB
- EQR
- BXP
- SPG
- BX
- BAM
Sources and Disclaimers
Data Sources:
- Company filings
- Analyst reports
- Industry publications
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market conditions and company performance can change rapidly.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Kennedy-Wilson Holdings Inc
Exchange NYSE | Headquaters Beverly Hills, CA, United States | ||
IPO Launch date 1992-08-07 | Chairman & CEO Mr. William J. McMorrow | ||
Sector Real Estate | Industry Real Estate Services | Full time employees 246 | Website https://www.kennedywilson.com |
Full time employees 246 | Website https://www.kennedywilson.com | ||
Kennedy-Wilson Holdings, Inc., together with its subsidiaries, operates as a real estate investment company in the United States and Europe. It focuses on investing in the rental housing sector and industrial properties; and originating, managing, and servicing real estate loans primarily senior construction loans secured by multifamily and student housing properties that are being developed by institutional sponsors. The company also invests in the office assets and other investments, including hotel and retail properties. In addition, it is involved in the development, redevelopment, and entitlement projects; and provides investment management platform. Kennedy-Wilson Holdings, Inc. was founded in 1977 and is headquartered in Beverly Hills, California.
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