Wright Investors Service Holdings, Inc. (IWSH) intrinsic value & 10-year financials

Wright Investors Service Holdings, Inc. (IWSH) has a Graham intrinsic value of $0.09 per share. At $0.11 on Oct 17, 2026, the stock trades 22% above that value.

Graham intrinsic value
$0.09
Share price (Oct 17, 2026)
$0.11
Price vs Graham value
22% above
Market cap
$2.3M
Revenue (FY2025)
—
Revenue growth (10-yr CAGR)
-5.2%
ROIC (10-yr avg)
-25.5%
Free cash flow (FY2025)
—

IWSH 10-year financial history

Fiscal year Revenue Net income EPS (diluted) Free cash flow Operating margin ROIC
FY2025 — -$1.0M -$0.05 — — -56.3%
FY2024 — -$920.0K -$0.04 — — -32.7%
FY2023 — -$1.0M -$0.05 — — -26.5%
FY2022 — -$1.2M -$0.06 — — -24.8%
FY2021 — -$1.1M -$0.06 — — -19.7%
FY2020 — -$993.0K — — — -18.8%
FY2019 — -$2.0M — — — -27.0%
FY2018 — -$1.7M — — — -25.2%
FY2017 $5.4M -$1.3M — -$1.0M -23.8% -10.4%
FY2016 $5.7M -$2.1M — -$1.3M -29.5% -13.9%

Source: annual 10-K filings on SEC EDGAR. Figures in USD.

Executive summary

Wright Investors Service Holdings, Inc. revenue growth over the past decade is N/A; insufficient history prevents a reliable 10-year CAGR calculation.

Wright Investors Service Holdings, Inc. has historically struggled to out-earn its cost of capital, averaging just -25.5% ROIC.

Wright Investors Service Holdings, Inc. capital allocation metrics are N/A for the decade; share count and net debt history are incomplete.

Benjamin Graham lens

Under Benjamin Graham's formula using SEC EDGAR fundamentals, Wright Investors Service Holdings, Inc. is modeled at -5.2% normalized earnings growth with a 5.1% bond-yield adjustment. The resulting Graham intrinsic value estimate is $0.09 per share.

IWSH stock: frequently asked questions

What is the intrinsic value of Wright Investors Service Holdings, Inc. (IWSH) stock?

Using Benjamin Graham's revised formula, V = EPS × (8.5 + 2g) × 4.4 / Y, with reported diluted earnings per share, a -5.2% normalized growth rate (capped at 15%) and a 5.1% AAA corporate bond yield, IWSH's intrinsic value is about $0.09 per share.

Is IWSH stock undervalued?

At $0.11 (close on Oct 17, 2026), IWSH trades 22% above its Graham value of $0.09. On Graham's terms the shares look fully priced. A formula is a starting point for research, not a recommendation.

What is IWSH's return on invested capital?

Average ROIC over the last 10 fiscal years was -25.5%, and average return on equity was -24.3%. Sustained ROIC above about 15% usually points to a durable competitive advantage.

Where does this IWSH data come from?

From Wright Investors Service Holdings, Inc.'s annual 10-K filings on SEC EDGAR, most recently filed May 15, 2026. Prices are end-of-day snapshots; valuations are formula outputs, not investment advice.

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