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Next 15 Group Community
AIM:NFG Community
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AnalystConsensusTarget
Consensus Narrative from 5 Analysts
AI And JourneyLab Will Redefine Future Subscription Services
Key Takeaways Significant investment in AI and new capabilities could drive future revenue growth and stabilize revenue streams through a subscription-based model. Strategic simplification and expansion into U.S. and European markets aim to enhance efficiency, reduce costs, and capture market share, boosting margins and revenues.
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UK£4.55
FV
38.4% undervalued
intrinsic discount
-11.06%
Revenue growth p.a.
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5 days ago
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AnalystLowTarget
Consensus Narrative from 5 Analysts
Automation And Regulatory Risks Will Compress Margins Though Loyalty Continues
Key Takeaways Industry-wide adoption of AI and automation may lead to service commoditization, price pressure, and challenges in sustaining revenue growth and profitability. Operational complexity from acquisitions and talent competition could weaken efficiency, compress margins, and erode agency relevance amid evolving client and regulatory landscapes.
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UK£3.29
FV
14.7% undervalued
intrinsic discount
-13.67%
Revenue growth p.a.
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AnalystHighTarget
Consensus Narrative from 5 Analysts
AI And JourneyLab Will Drive Digital Marketing Revolution
Key Takeaways Rapid AI-driven transformation, bolstered by proprietary products and refocused operations, positions the company for stronger margins and accelerated international market share gains. High retention among clients and staff, with scalable digital solutions and disciplined capital strategy, drives stable earnings and the potential for sustained value creation.
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UK£5.80
FV
51.6% undervalued
intrinsic discount
-11.37%
Revenue growth p.a.
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Your Valuation for
NFG
NFG
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Your Fair Value
UK£
Current Price
UK£2.81
201.6% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-69m
735m
2015
2018
2021
2024
2025
2027
2030
Revenue UK£370.4m
Earnings UK£20.0m
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