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Company Analysis

SWK Holdings Corporation SWKH

A comprehensive view of key metrics, scores, and financial health for SWK Holdings Corporation

Overview of SWK Holdings Corporation

SWKH NGM
Financial Services Asset Management Micro Cap
SWK Holdings Corporation (SWKH), is a Micro Cap company, in the Asset Management industry, last closed at $17.17, about 26.5% undervalued vs fair value, +36.7% 1Y return, ranked 605/1004 in sector.
$17.17
2.14%
As of March 13, 2026
Previous close • Vol 90d: 18.4%
52-Week Range
Market Cap
$203.30M
Enterprise Value
$225.01M
Overall Score
Scores locked

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Top Beats
No strong beats yet

Quick Facts

Website https://www.swkhold.com
HQ Dallas, TX
Employees 9
Fiscal year Dec 31

Next Events

Earnings Mar 12 Estimated

Fair Value Snapshot

Bear Base Bull
$12
$22
$41
Current: $17.17 +27% vs base

Engine Room Money Flow™

Micro Cap

Financial Services - Where revenue goes and how value is created

Flow Steps
Interest Expense
$4.7M
Net Interest Income
$-4.7M
-153.4%%
Total Revenue
$45.0M
19.1%%
Fee/Non-Interest Income
$49.7M
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Financial Services

Quality & Reliability Indicators

Return on Equity
4.7%
Poor

Net Income / Equity - key bank profitability metric

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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$6.0M
44.6% of Net Income

Where It Leaks

Cash Flow Health healthy
Strong cash conversion with minimal leakage across profit-to-cash-to-value chain.
0
Active Leaks
0/0
Improving
0
High Impact
0
Critical
Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating SWK Holdings Corporation's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
54
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Moderate
51
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Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 97% Coverage
Trade-Off Triangle Visualization A ternary plot showing SWKH's balance between Growth (31.2%), Profitability (30.9%), and Safety (37.9%). Growth 31% Safety 38% Profitability 31%

Click axes to expand details. Marker shows current allocation.

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Growth

45th percentile vs peers
46
Key Signals
Rev Growth YoY 19.1% 67p EPS Growth YoY -13.4% 42p Revenue CAGR 3Y -7.1% 30p EPS CAGR 3Y -18.8% 32p
Strengths
  • Strong liquidity position vs peers
Risks

No significant risks identified for this axis.

Profitability

45th percentile vs peers
45
Key Signals
Strengths
Risks
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Safety

55th percentile vs peers
56
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for SWK Holdings Corporation.

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
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- upside
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Base
$21.72
- - -
+26.5% vs current
Snapshot base estimate
Bull
-
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- upside
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Fair Value Range Current: $-
$- $- $-
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