THG (THG) Resumen de Acciones
THG Plc opera como minorista en línea en el Reino Unido, Estados Unidos, Europa y a escala internacional. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 5/6 |
| Crecimiento futuro | 1/6 |
| Rendimiento pasado | 0/6 |
| Salud financiera | 3/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
THG Community Fair Values
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Analyst Price Targets
Competidores de THG Plc
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | UK£0.32 |
| Máximo en las últimas 52 semanas | UK£0.53 |
| Mínimo de 52 semanas | UK£0.23 |
| Beta | 2.43 |
| Cambio en 1 mes | -18.07% |
| Variación en 3 meses | -7.73% |
| Cambio de 1 año | 32.27% |
| Variación en 3 años | -42.63% |
| Variación en 5 años | -94.67% |
| Variación desde la OPV | -94.81% |
Noticias y actualizaciones recientes
Actualización de narrativa • May 07
THG: Higher Discount Rate And Execution Risks Will Restrain Future Returns
THG's latest narrative update reflects a revised analyst price target of £0.26, with analysts pointing to a slightly higher discount rate and modest adjustments to revenue growth, profit margin and future P/E assumptions as the key drivers behind the change. Analyst Commentary The most recent piece of Street research linked directly to THG is a price target cut to £0.26 at JPMorgan, which aligns with the latest narrative update highlighting a higher discount rate and more conservative assumptions on revenue growth, profit margins and future P/E multiples.Actualización de narrativa • Apr 22
THG: Future Returns Will Depend On Media Expansion Outweighing Execution Risk
Analysts have trimmed their price targets for THG, citing a revised discount rate, modest adjustments to revenue growth and profit margin assumptions, and a higher future P/E of 4.37x, which together support a lower fair value closer to £0.26 per share. Analyst Commentary Recent Street research on insurers with similar business profiles highlights a cautious tone that is useful context for THG holders.Recent updates
Actualización de narrativa • May 07
THG: Higher Discount Rate And Execution Risks Will Restrain Future Returns
THG's latest narrative update reflects a revised analyst price target of £0.26, with analysts pointing to a slightly higher discount rate and modest adjustments to revenue growth, profit margin and future P/E assumptions as the key drivers behind the change. Analyst Commentary The most recent piece of Street research linked directly to THG is a price target cut to £0.26 at JPMorgan, which aligns with the latest narrative update highlighting a higher discount rate and more conservative assumptions on revenue growth, profit margins and future P/E multiples.Actualización de narrativa • Apr 22
THG: Future Returns Will Depend On Media Expansion Outweighing Execution Risk
Analysts have trimmed their price targets for THG, citing a revised discount rate, modest adjustments to revenue growth and profit margin assumptions, and a higher future P/E of 4.37x, which together support a lower fair value closer to £0.26 per share. Analyst Commentary Recent Street research on insurers with similar business profiles highlights a cautious tone that is useful context for THG holders.
Actualización de narrativa • Apr 07
THG: Retail Media Data Partnerships Will Support Higher Future Earnings Multiple
Analysts have adjusted their price target on THG to £0.55 per share, reflecting updated assumptions around revenue growth, profit margins, and a higher future P/E multiple. Analyst Commentary Recent Street research on insurers and financials highlights how different analysts weigh valuation, growth expectations, and execution risk when setting price targets.Actualización de narrativa • Mar 23
THG: Future Returns Will Depend On Balancing Media Expansion With Margin Discipline
Analysts have adjusted their view on THG with the price target moving modestly higher, reflecting updated assumptions around discount rate, revenue growth, profit margins and future P/E multiples, while still anchoring valuation at a fair value of £0.26 per share. Analyst Commentary Recent commentary around THG reflects a mixed backdrop for the shares, with some market participants reassessing valuation frameworks, execution risks and the balance between growth ambitions and profitability.Actualización de narrativa • Mar 08
THG: Retail Media Data Partnerships Will Support Future Margin Upside
Analysts have inched their price target on THG higher by £1 to £208, reflecting updated assumptions around discount rates, profit margins and future P/E multiples. Analyst Commentary Recent research updates on THG point to a modest uplift in valuation assumptions, with the price target moving to $208 from $207.Actualización de narrativa • Feb 21
THG: Retail Media Partnerships And Mature Turnaround Are Set To Support Upside
Narrative update Analysts have raised their price target on THG to £200, highlighting a more balanced risk and reward profile as the turnaround story matures and earlier gains are reflected in the valuation. Analyst Commentary Recent research on THG points to a more measured stance from the Street, with the focus shifting from early turnaround potential to how much of that story is already reflected in the share price.Actualización de narrativa • Feb 07
THG: Future Returns Will Hinge On Execution As Upside Appears Limited
Analysts have nudged their THG price target slightly higher to about $0.26, citing a more balanced risk and reward profile as the turnaround story matures and valuation becomes more challenging at current levels. Analyst Commentary Bearish analysts acknowledge that THG’s turnaround story is further along, but they also argue that the easier gains may already be priced in.Artículo de análisis • Jan 30
What THG Plc's (LON:THG) P/S Is Not Telling You
With a median price-to-sales (or "P/S") ratio of close to 0.9x in the Multiline Retail industry in the United Kingdom...Actualización de narrativa • Jan 24
THG: Balanced Risk Profile And Higher Fair Value Will Underpin Bullish Case
Analysts have lifted their fair value estimate for THG from about $0.50 to roughly $0.55 per share, reflecting a view that the stock's risk or reward profile is now more balanced as earlier gains from its turnaround story have largely been realized. Analyst Commentary Bullish Takeaways Bullish analysts see the current fair value move toward about $0.55 per share as consistent with a turnaround story that has largely played out, which can reduce uncertainty around execution.Actualización de narrativa • Jan 09
THG: Updated Fair Value And 2025 Guidance Will Shape Balanced Outlook
Analysts have raised their fair value estimate for THG from £0.44 to £0.50, citing updated assumptions on discount rates, revenue growth, profit margins and future P/E. They state that, at current levels, these revisions leave risk and reward more evenly balanced.Actualización de narrativa • Dec 13
THG: Future Returns Will Depend On Sustained Margin Execution
Analysts have raised their price target on THG from approximately $0.24 to $0.26 per share, citing a lower perceived risk profile and improving top line growth prospects despite slightly softer margin expectations. Analyst Commentary Recent Street research on THG highlights a more balanced, but still cautious, backdrop as the share price recovery narrows the upside from here.Artículo de análisis • Dec 04
Does THG (LON:THG) Have A Healthy Balance Sheet?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Actualización de narrativa • Nov 29
THG: Continued Turnaround Progress Will Influence Sentiment Amid Balanced Outlook
Analysts have raised their price target for THG to 43 GBp from 24 GBp, citing emerging signs of improved performance. This supports a shift to a more neutral outlook.Actualización de narrativa • Nov 15
THG: Recent Performance Improvements Will Shape Market Sentiment Amid Ongoing Challenges
Analysts have raised their price target for THG Plc to 43 GBp from 24 GBp. They cite indications of improved performance amid recent share price corrections. Analyst Commentary Recent research activity reflects shifting sentiment from analysts regarding THG Plc's valuation and outlook.Actualización de narrativa • Nov 01
THG: Share Correction And Index Addition Will Drive Performance Recovery
Analysts increased their price target for THG Plc from 24 GBp to 43 GBp. They cited signs of improved company performance and recent share correction as key drivers for the upward revision. Analyst Commentary Recent analyst actions signal a notable shift in sentiment regarding THG Plc, with attention on both the company's ongoing efforts and underlying risks affecting its valuation.Artículo de análisis • Oct 25
Are Investors Undervaluing THG Plc (LON:THG) By 36%?
Key Insights Using the 2 Stage Free Cash Flow to Equity, THG fair value estimate is UK£0.75 THG is estimated to be 36...Actualización de narrativa • Oct 17
FTSE 250 Transfer And Demerger Will Strengthen Business Performance
Analysts have raised their price target for THG. The updated fair value is now £0.44, up from £0.43, citing stronger projected revenue growth and signs of improved operational performance.Actualización de narrativa • Oct 03
FTSE 250 Transfer And Demerger Will Strengthen Business Performance
The analyst price target for THG has been increased to 43 GBp from 24 GBp. This change reflects analysts' recognition of improved performance and a more favorable discounted growth outlook. Analyst Commentary Following the recent upward revision in THG's price target, analysts have provided their perspectives on the company's outlook and share performance.Artículo de análisis • Sep 28
THG Plc's (LON:THG) 30% Share Price Surge Not Quite Adding Up
THG Plc ( LON:THG ) shares have had a really impressive month, gaining 30% after a shaky period beforehand...Actualización de narrativa • Sep 18
FTSE 250 Transfer And Demerger Will Strengthen Business Performance
Consensus analyst price targets for THG have been revised downward from £0.412 to £0.402, primarily reflecting ongoing operational challenges, weaker margins, execution risks, and softer revenue forecasts. Analyst Commentary Bearish analysts are lowering price targets due to ongoing operational challenges within THG Plc, reflecting continued pressure on its core business performance.
Nueva narrativa • May 04
FTSE 250 Transfer And Demerger Will Strengthen Business Performance
THG's FTSE 250 Index move and demerger are set to boost liquidity and focus, enhancing revenue growth and EBITDA margins.Artículo de análisis • Dec 17
THG Plc (LON:THG) Stock Rockets 28% As Investors Are Less Pessimistic Than Expected
Those holding THG Plc ( LON:THG ) shares would be relieved that the share price has rebounded 28% in the last thirty...Artículo de análisis • Oct 14
The Market Doesn't Like What It Sees From THG Plc's (LON:THG) Revenues Yet As Shares Tumble 25%
The THG Plc ( LON:THG ) share price has fared very poorly over the last month, falling by a substantial 25%. Instead of...Artículo de análisis • Aug 30
Investors Don't See Light At End Of THG Plc's (LON:THG) Tunnel
When you see that almost half of the companies in the Multiline Retail industry in the United Kingdom have...Artículo de análisis • Jun 02
THG Plc's (LON:THG) Intrinsic Value Is Potentially 46% Above Its Share Price
Key Insights The projected fair value for THG is UK£1.01 based on 2 Stage Free Cash Flow to Equity Current share price...Artículo de análisis • May 11
THG Plc's (LON:THG) Price Is Right But Growth Is Lacking
When you see that almost half of the companies in the Multiline Retail industry in the United Kingdom have...Artículo de análisis • Apr 11
Is THG (LON:THG) Using Debt In A Risky Way?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Rentabilidad de los accionistas
| THG | GB Multiline Retail | Mercado GB | |
|---|---|---|---|
| 7D | 3.2% | 2.5% | 0.5% |
| 1Y | 32.3% | -8.1% | 18.0% |
Rentabilidad vs. Industria: THG superó a la industria UK Multiline Retail, que obtuvo un rendimiento del -8.1% el año pasado.
Rentabilidad vs. Mercado: THG superó al mercado UK, que obtuvo un rendimiento del 18% el año pasado.
Volatilidad de los precios
| THG volatility | |
|---|---|
| THG Average Weekly Movement | 8.2% |
| Multiline Retail Industry Average Movement | 5.2% |
| Market Average Movement | 5.7% |
| 10% most volatile stocks in GB Market | 12.0% |
| 10% least volatile stocks in GB Market | 3.1% |
Precio estable de las acciones: THG no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado UK.
Volatilidad a lo largo del tiempo: La volatilidad semanal de THG (8%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 2004 | 2,670 | Matt Moulding | www.thg.com |
THG Plc opera como minorista en línea en el Reino Unido, Estados Unidos, Europa y a escala internacional. Opera a través de los segmentos THG Beauty y THG Nutrition. El segmento THG Beauty fabrica y vende al por menor productos para el cuidado de la piel, el cabello, cosméticos, cuidado corporal y fragancias; también gestiona spas y centros de experiencias, así como líneas de ropa.
Resumen de fundamentos de THG Plc
| Estadísticas fundamentales de THG | |
|---|---|
| Capitalización bursátil | UK£539.36m |
| Beneficios(TTM) | -UK£63.67m |
| Ingresos (TTM) | UK£1.72b |
0.3x
Ratio precio-ventas (PS)-8.4x
Ratio precio-beneficio (PE)¿Está THG sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de THG | |
|---|---|
| Ingresos | UK£1.72b |
| Coste de los ingresos | UK£1.02b |
| Beneficio bruto | UK£698.97m |
| Otros gastos | UK£762.65m |
| Beneficios | -UK£63.67m |
Últimos beneficios comunicados
Dec 31, 2025
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | -0.039 |
| Margen bruto | 40.69% |
| Margen de beneficio neto | -3.71% |
| Ratio deuda/patrimonio | 101.2% |
¿Cómo se ha desempeñado THG a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/21 19:27 |
| Precio de las acciones al final del día | 2026/05/21 00:00 |
| Beneficios | 2025/12/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
THG Plc está cubierta por 12 analistas. 4 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Aneesha Sherman | Bernstein |
| Alexander Richard Okines | BNP Paribas |
| Adam Gildea | BofA Global Research |