Update shared on 06 Nov 2025
Fair value Increased 0.62%Analysts have lowered PageGroup's price target from £2.80 to £2.50, citing a more cautious outlook due to adjusted growth expectations and current market conditions.
Analyst Commentary
Recent research has provided further insight into the revised valuation of PageGroup, highlighting both optimistic and cautious factors affecting the company’s outlook.
Bullish Takeaways- Bullish analysts acknowledge PageGroup’s strong brand value and market leadership. This could help the company maintain its competitive position in a challenging environment.
- There is confidence in the company’s resilient business model, particularly its diversified geographical exposure. This may cushion against localized downturns.
- PageGroup’s ongoing digital transformation and operational improvements are viewed as positive steps that may contribute to long-term efficiency and margin expansion.
- Bearish analysts cite slower growth in key end markets as a potential risk to revenue forecasts and overall valuation.
- There is concern that subdued hiring trends, especially across Europe and the UK, could pressure future earnings and limit upside potential.
- Margin compression remains a point of caution, and there are uncertainties around the pace at which operational improvements will offset increased costs.
- The downward adjustment to the price target reflects a more conservative stance on both near-term growth and the company’s ability to meet prior expectations.
What's in the News
- PageGroup plc updated its earnings guidance for 2025, anticipating full-year operating profit to be broadly in line with the current consensus of £21.5 million. This figure is down £0.5 million from previous expectations (Key Developments).
- The company recently reiterated its operating profit guidance for 2025, maintaining expectations of approximately £22 million in line with market consensus (Key Developments).
Valuation Changes
- The Fair Value Estimate has risen slightly, moving from £3.06 to £3.08 per share.
- The Discount Rate has increased moderately, from 7.5% to about 7.75%.
- The Revenue Growth Forecast has been revised upward substantially, now at 0.65% compared to the previous 0.18%.
- The Net Profit Margin has improved fractionally, from 4.69% to 4.77%.
- The Future Price-to-Earnings (P/E) Ratio has decreased marginally, shifting from 15.58x to 15.32x.
Disclaimer
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