Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Your Valuation
Community
/
United Kingdom
/
Software
Create a narrative
Sage Group Community
LSE:SGE Community
3
Narratives
written by author
0
Comments
on narratives written by author
23
Fair Values set
on narratives written by author
Create a narrative
Sage Group
Popular
Undervalued
Overvalued
Community Investing Ideas
Sage Group
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
GenAI-Powered Assistant And Market Expansion Will Improve Customer Engagement
Key Takeaways Sage is advancing AI integration to boost operational efficiency and customer engagement, fostering revenue growth through adoption and retention. Strategic expansion and disciplined cost control are driving revenue growth and enhancing operating margins, supporting long-term earnings and shareholder value.
View narrative
UK£13.44
FV
6.0% undervalued
intrinsic discount
8.58%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
3 days ago
author updated this narrative
Sage Group
AN
AnalystLowTarget
Consensus Narrative from 18 Analysts
Cloud Adoption Lag And SaaS Rivalry Will Undermine Valuation
Key Takeaways Rapid market shifts toward AI and cloud-native competitors threaten Sage's traditional products and customer retention, pressuring future revenue and margins. Heavy reliance on UK and European small businesses exposes Sage to regional risks and limits revenue diversification, increasing the potential for earnings volatility.
View narrative
UK£10.50
FV
20.3% overvalued
intrinsic discount
8.33%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
3 days ago
author updated this narrative
Sage Group
AN
AnalystHighTarget
Consensus Narrative from 18 Analysts
Digital Transformation And Cloud Adoption Will Empower Global SMEs
Key Takeaways AI-driven automation and cloud-native products position Sage for stronger customer retention, gross margin expansion, and leading growth in compliance-focused SaaS financial solutions. Intacct's rapid international adoption and Sage's embedded network services enable market share gains, multi-year revenue acceleration, and scalable margin improvements through operating leverage.
View narrative
UK£16.00
FV
21.0% undervalued
intrinsic discount
11.35%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
3 days ago
author updated this narrative
Your Valuation for
SGE
SGE
Sage Group
Your Fair Value
UK£
Current Price
UK£12.64
4.4% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
4b
2015
2018
2021
2024
2025
2027
2030
Revenue UK£3.6b
Earnings UK£509.1m
Advanced
Set Fair Value