Added to YB: 2026-02-12
Pitch date: 2026-02-10
KPG.AX [bullish]
Kelly Partners Group Holdings Limited
+17.14%
current return
Author Info
SharpeStack is an MBA in Boston sharing stock ideas on their blog. 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 270.7M
Pitch Price
AUD 6.30
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.96
P/E
78.71
EV/Sales
3.00
Sector
Professional Services
Category
turnaround
Australian Accounting & Polish Cardiac Algos - Kelly Partners Group Holdings Limited
KPG.AX: Australian SME accounting firm acquirer w/ 35% BVPS CAGR since 2017 IPO. Buys at 4-5x EBITDA, improves to 35% margins (3x post-improvement EBITDA), trades at ~12x (powerful multiple arb). 23% ROIC, expanding to US. Down >50% on AI fears. Bull case: aggressive AI adoption enhances productivity vs displacement. Key man risk w/ founder Brett Kelly. Target 20%+ annual returns if AI thesis holds.
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