Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
WIL.L
SELLREMOVEWilmington plc · Consumer Defensive · United Kingdom · $292M · Avg Vol: $801K/d
Wilmington plc is a small-cap professional training and compliance business that lacks the scale, liquidity, and powerful macro tailwinds required for our high-conviction book.
COMPANY DESCRIPTION
Wilmington plc is a provider of information, education, and networking services to the global professional services, compliance, and healthcare sectors. The company operates a high-margin, subscription-based business model, delivering critical regulatory compliance training and data. Its competitive moat is established through its proprietary content and the mandatory, non-discretionary nature of professional compliance requirements.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | 152M | 162M | 125M | 132M | — | -4.5% |
| EPS | — | 0.50 | 0.31 | 0.62 | 0.17 | -30.0% |
| Shares | — | 88M | 88M | 88M | 90M | +2.3% |
| Debt | — | 47M | 10M | 10M | 4M | -56.7% |
| Equity | — | 49M | 90M | 108M | 155M | 46.5% |
| Op CF | — | 18M | 27M | 40M | 30M | 19.9% |
| Inv CF | — | 2M | 33M | 1M | 16M | — |
| Fin CF | — | -43M | -39M | -12M | -12M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Defensive, ranked by industry match, size, and score similarity. Cross-listings of WIL.L are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| WIL.L | Wilmington plc(you) | $292M | 21 | SELL |
| CDGP.L | Chapel Down Group Plc | $97M | 22 | SELL |
| WALD | Waldencast plc | $174M | 37 | HOLD |
| CAM.L | Camellia Plc | $189M | 40 | HOLD |
| PRN.L | Princes Group plc | $1.0B | 25 | SELL |
| RE-B.L | R.E.A. Holdings plc | $114M | 40 | HOLD |
| HFG.L | Hilton Food Group plc | $628M | 44 | HOLD |
| RFG.L | Roebuck Food Group plc | $36M | 23 | SELL |
| FEVR.L | Fevertree Drinks PLC | $1.2B | 41 | HOLD |
| W7L.L | Warpaint London PLC | $225M | 68 | BUY |
Peer medians: ROE 15.8% · P/E 17.3x · Gross margin 38.7%