Stocks/IWG.L

IWG.L

International Workplace Group plc
Real Estate·Real Estate - Services
$189.20
$1.8B market cap
Revenue
$1.9B
Free Cash Flow
$119.0M
Rev Growth
+0.0%
FCF Margin
6.2%
P/FCF
20.6x
EV/FCF
80.4x
Fwd EV/EBITDA
--
Fair Value
--
Upside
--

IWG plc, together with its subsidiaries, provides workspace solutions in the Americas, Europe, the Middle East, Africa, the Asia Pacific, the United Kingdom, and internationally. The company offers coworking and collaboration spaces; flexible and scalable spaces; work and community spaces; private, professional, and memberships workspaces; virtual offices, meeting rooms, and lounges; and reception services and conference products. It provides its services to property owners, franchise partners,

2-Year Price History

$185.40+3.5%
$160$180$200$220$240volJun 24Oct 24Jan 25May 25Sep 25Jan 26May 26

Quarterly Financials & Projections

Quarterly Waterfall ($ M)
PeriodRevEBITDAOpInNIOCFFCFCapExCashDebtSharesROICIntCovEV/EBITDA
Act2025-Q41,921290.4114.67.0252.6119.0-133.7304.17,412993.42.4%5.2x--

Valuation & Metrics

Market Stats

Price$189.20
Market Cap$1.8B
Enterprise Value$9.6B
P/S Ratio1.3x
P/FCF20.6x
EV/FCF80.4x
FCF Margin (TTM)6.2%
FCF Yield4.8%
Dividend Yield (TTM)0.9%
Annual Dilution0.0%
CurrencyGBp

TTM Financial Snapshot

Revenue$1.9B
Net Income$7.0M
Free Cash Flow$119.0M

Revenue Growth (YoY)+0.0%
EBITDA Margin15.1%
Net Margin0.4%
FCF Margin6.2%
CapEx % of Revenue7.0%
SBC % of Revenue0.0%
ROIC2.4%
WC Change % Rev0.0%
Interest Coverage5.2x

Forward Outlook & Risk

Employees

Headcount10,000
Revenue / Employee$192,118
Gross Profit / Employee$41,900

Institutional Ownership

Headline & net flow

NEUTRAL
Net flow · still filing
No float data — flow unavailable.

Ownership composition

Active
1.0%(+0.0% YoY)
1 filers
hedge / family / endowment
Retail funds
Fidelity, Schwab, 401(k)
Passive
0.0%(+0.0% YoY)
0 filers
Vanguard, iShares, SPDR
Market makers
0.0%(+0.0% YoY)
0 filers
Citadel, Susquehanna
Insiders
Form 4 — latest per insider
0%25%50%75%100%2019-092020-062021-032025-032025-122026-03
ActiveRetail fundsPassiveMarket makersRetail direct

Top holders

Fund$ valueCost basisΔ QoQΔ YoYα lifeFund AUM
Private Capital Management, LLC$17.8M$180.13−$82.6M+$526K-1.1%$982M
Cost basis is a volume-weighted estimate from accumulation periods within our 13F history; holders who built their position before our window started will show a stale basis. % above the cost basis is the unrealized gain at the current price.

Trading behavior

Smart-money alpha (lifetime, %/qtr)BULLISH
Holders
-0.91%
avg per quarter
Holders (ex-self)
-1.07%
excl. this stock
Buyers (this Q)
+0.00%
0 buyers · $0.00B in
Sellers (this Q)
-0.91%
1 sellers · $0.01B out
alpha coverage: 100% of $ has a lifetime-alpha record
Holder behavior on this stocksource: stock
On big dips (−10%+)
-6.0%
how holders react when this stock falls
On quiet Qs
+1.2%
−10% to +10% baseline
On rallies (+10%+)
+48.2%
how they react when this stock rises
Holders' portfolio flow this Q
+10.9%
inflows — adds are organic
Sellers' portfolio flow this Q
+10.9%
Sellers grew AUM elsewhere — opinionated cut of this stock.
▸ Compare to holder-profile behavior (across all their stocks)
Holder dip (any stock)
-1.7%
Holder mid (any stock)
+1.1%
Holder rally (any stock)
+0.4%

Top-5 holders · 100.0%

Private Capital Management, LLC--

Top Holders Over Time

5-year share-count history (top 10 holders by peak, incl. exited) + price

02.0M4.0M6.0M8.0M$158$176$194$212$2312021-062025-032025-092026-03
hover the chart for per-quarter detailprice (right axis)
Private Capital Management, LLC7.5MIFP Advisors, IncSteward Partners Investment Advisory, LLC