| Valuation method | Value, £ | Upside, % |
|---|---|---|
| Artificial intelligence (AI) | n/a | n/a |
| Intrinsic value (DCF) | n/a | |
| Graham-Dodd Method | n/a | |
| Graham Formula | 0.02 | -98 |
Bonhill Group Plc is a leading B2B media company specializing in financial services and business solutions, serving markets across the UK, Europe, the Middle East, Africa, North America, and the Asia Pacific. The company operates through three key segments: Bonhill UK, InvestmentNews, and Last Word Media. Bonhill provides critical analysis, networking opportunities, and data-driven insights through platforms like InvestmentNews, Portfolio Adviser, What Investment, and Expert Investor, catering to financial advisers, institutional investors, and private investors. Additionally, its diverse portfolio includes ESGclarity.com for sustainability-focused financial professionals, InformationAge for tech leaders, and DiversityQ for HR and DEI professionals. With a strong digital and print presence, Bonhill Group delivers specialized content, regulatory updates, and market trends, positioning itself as a trusted resource in financial media and business intelligence. Founded in 1982 and headquartered in London, the company continues to expand its influence in niche financial and business communities globally.
Bonhill Group Plc presents a high-risk, high-reward investment opportunity due to its niche focus in financial and business media. While the company reported a net loss of £6.55 million in FY 2022, its diversified portfolio across financial advisory, ESG, and tech media offers growth potential in specialized markets. The company's beta of 1.32 indicates higher volatility compared to the broader market, which may appeal to risk-tolerant investors. However, negative operating cash flow (£907k) and significant debt (£3.01 million) raise liquidity concerns. The dividend yield, though modest (0.28p per share), suggests a commitment to shareholder returns. Investors should weigh Bonhill’s strong market positioning in financial media against its financial challenges before considering exposure.
Bonhill Group competes in the crowded B2B financial media space, differentiating itself through specialized content for financial advisers, institutional investors, and niche business sectors. Its competitive advantage lies in its deep industry expertise, particularly in ESG (via ESGclarity.com) and cross-border financial advisory (International Adviser). However, the company faces stiff competition from larger media conglomerates with greater resources and broader distribution networks. Bonhill’s smaller scale limits its ability to invest in cutting-edge digital platforms compared to rivals like Euromoney Institutional Investor. Its focus on high-value, subscription-based content (e.g., Expert Investor) helps retain a loyal audience but may struggle against free alternatives. The company’s UK-centric operations also expose it to regional economic fluctuations, whereas global competitors benefit from diversified revenue streams. To maintain relevance, Bonhill must continue leveraging its niche expertise while improving digital monetization and cost efficiency.