The Sage Group plc

Informe acción LSE:SGE

Capitalización de mercado: UK£8.0b

Sage Group Resultados de beneficios anteriores

Pasado controles de criterios 5/6

Sage Group ha aumentado sus beneficios a una tasa media anual de 7.6%, mientras que los beneficios de la industria de Software han experimentado un crecimiento de 7.6% anual. Los ingresos han ido creciendo a una tasa media de 7.8% al año. La rentabilidad financiera de Sage Group es de 51.3%, y sus márgenes netos son de 14.7%.

Información clave

7.61%

Tasa de crecimiento de los beneficios

9.81%

Tasa de crecimiento del BPA

Crecimiento de la industria Software 19.85%
Tasa de crecimiento de los ingresos7.76%
Rentabilidad financiera51.25%
Margen neto14.68%
Próxima actualización de resultados19 Nov 2026

Actualizaciones de resultados anteriores recientes

Recent updates

Actualización de narrativa May 17

SGE: AI Rollout And Buyback Will Shape Measured Outlook After Cautious Repricing

Analysts have adjusted Sage Group's fair value estimate from about £8.50 to roughly £8.77 per share, aligning with recent price target changes to £11.50 from £13.00 as they factor in updated assumptions for discount rates, revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent Street research on Sage Group has leaned more cautious, with price targets adjusted to reflect what bearish analysts see as a less generous backdrop for valuation and execution.
Actualización de narrativa May 01

SGE: Mixed Views On AI Rollout And Buyback Will Shape Future Upside

Analysts have trimmed Sage Group's fair value estimate to £8.50 from £9.00, reflecting recent reductions in Street price targets to around £11.50 and updated assumptions on discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Recent Street research has tilted more cautious on Sage Group, with several Bearish analysts cutting price targets and reassessing the risk and reward trade off.
Actualización de narrativa Apr 16

SGE: Banking Partnerships And Share Buybacks Will Support Future Share Price Upside

Narrative Update The analyst price target for Sage Group has been reduced by £200, with analysts attributing this change to a lower fair value estimate, a reduced future P/E assumption and updated margin expectations. Analyst Commentary Recent research on Sage Group has focused on recalibrating valuation assumptions rather than making wholesale changes to the fundamental story.
Actualización de narrativa Apr 01

SGE: Mixed Research Views And Partnerships Will Shape Future Upside Potential

Analysts have reduced Sage Group's fair value estimate from £9.50 to £9.00. This reflects recent price target revisions from £14.00 to £11.50, along with mixed updates that balance slightly adjusted growth, margin and future P/E assumptions.
Actualización de narrativa Mar 18

SGE: Cloud Partnerships And Buybacks Will Support Durable Long Term Upside

Analysts have trimmed the Sage Group fair value estimate from about £16.20 to roughly £15.22, citing lower price targets such as Citi's move to £11.50 per share, alongside more supportive views from other firms that still regard the company's growth outlook as attractively priced at current levels. Analyst Commentary Recent research shows a mixed but generally constructive tone around Sage Group, with some trimming of upside targets alongside fresh upgrades that point to confidence in the current share price as an entry point.
Actualización de narrativa Mar 04

SGE: Upgrades And Execution Will Shape Future Upside Potential

Analysts have nudged their blended price target for Sage Group to £1,425, up £25, citing what they see as attractively priced growth and slight tweaks to assumptions around the discount rate, revenue growth, margins and future P/E. Analyst Commentary Recent research points to what some analysts see as attractively priced growth for Sage Group at current share levels, with price targets such as £1,425 being cited as consistent with this view.
Actualización de narrativa Feb 18

SGE: Embedded Banking Partnerships Will Support Further Share Price Upside

The analyst price target for Sage Group has been adjusted to £1,250 from £1,350, as analysts refine fair value, discount rate, growth, margin and P/E assumptions in light of recent mixed research that includes both upgrades and a reduced target. Analyst Commentary Recent research on Sage Group reflects a mix of optimism on growth prospects and caution on valuation and execution, which helps explain the adjustment in the consensus price target.
Actualización de narrativa Feb 03

SGE: Mixed Rating Signals And Execution Risks Will Shape Future Fair Value Outlook

The analyst price target for Sage Group has shifted to £12.50 from £13.50, as analysts balance softer assumptions around future P/E with still supportive views on revenue growth, margins and recent upgrades that present current growth as attractively priced and the shares as undervalued. Analyst Commentary Recent Street research shows a mixed but generally constructive stance on Sage Group, with several firms adjusting price targets while reiterating positive views on the business model and revenue profile.
Artículo de análisis Feb 02

Subdued Growth No Barrier To The Sage Group plc's (LON:SGE) Price

When close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") below 16x, you may...
Artículo de análisis Jan 21

Estimating The Fair Value Of The Sage Group plc (LON:SGE)

Key Insights Sage Group's estimated fair value is UK£11.44 based on 2 Stage Free Cash Flow to Equity With UK£10.42...
Actualización de narrativa Jan 20

SGE: Durable Model And Capital Returns Will Support Further Share Price Upside

Narrative update on Sage Group The updated analyst price target for Sage Group reflects a modest fair value adjustment to £13.02. Analysts point to recent mixed target changes across £12.50 to £14.25 and differing views on growth, valuation and the durability of its model.
Artículo de análisis Jan 07

Sage Group's (LON:SGE) Shareholders Will Receive A Bigger Dividend Than Last Year

The Sage Group plc ( LON:SGE ) has announced that it will be increasing its dividend from last year's comparable...
Actualización de narrativa Jan 06

SGE: Mixed Rating Signals And Execution Risks Will Shape Fair Value Outlook

We have trimmed our fair value estimate for Sage Group from £10.50 to £10.00 per share. This reflects analysts' mixed price target revisions around £12.50 to £13.50, which weigh a higher discount rate and slightly lower margin expectations against steady growth assumptions and a more moderate future P/E of about 22.4x.
Artículo de análisis Dec 29

Does Sage Group (LON:SGE) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Artículo de análisis Dec 16

Sage Group (LON:SGE) Is Increasing Its Dividend To £0.144

The Sage Group plc ( LON:SGE ) will increase its dividend from last year's comparable payment on the 10th of February...
Actualización de narrativa Dec 15

SGE: Cloud Transition And Buybacks Will Support Durable Long Term Upside

Analysts now set a modestly higher fair value for Sage Group at approximately £16.20 per share, up from about £16.00. This reflects confidence in its durable growth model and recent earnings delivery, even as they factor in slightly slower revenue growth and margin expectations.
Artículo de análisis Dec 06

Analyst Estimates: Here's What Brokers Think Of The Sage Group plc (LON:SGE) After Its Annual Report

The full-year results for The Sage Group plc ( LON:SGE ) were released last week, making it a good time to revisit its...
Actualización de narrativa Dec 01

SGE: Share Buyback and New Dividend Plan Set to Drive Upside

Analysts have revised Sage Group's price target downward from £13.49 to £13.23 per share. This reflects a modest reduction as they incorporate mixed views on growth prospects and recent updates to revenue and discount rate assumptions.
Artículo de análisis Nov 30

Sage Group (LON:SGE) Is Increasing Its Dividend To £0.144

The Sage Group plc ( LON:SGE ) will increase its dividend from last year's comparable payment on the 10th of February...
Artículo de análisis Nov 22

The Sage Group plc (LON:SGE) Annual Results Just Came Out: Here's What Analysts Are Forecasting For This Year

The Sage Group plc ( LON:SGE ) shareholders are probably feeling a little disappointed, since its shares fell 2.3% to...
Artículo de análisis Nov 12

Returns On Capital At Sage Group (LON:SGE) Have Hit The Brakes

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...
Artículo de análisis Sep 13

Should You Be Adding Sage Group (LON:SGE) To Your Watchlist Today?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Artículo de análisis Sep 01

A Look At The Fair Value Of The Sage Group plc (LON:SGE)

Key Insights Sage Group's estimated fair value is UK£10.44 based on 2 Stage Free Cash Flow to Equity Sage Group's...
Artículo de análisis Aug 20

The Sage Group plc's (LON:SGE) Price In Tune With Earnings

LSE:SGE 1 Year Share Price vs Fair Value Explore Sage Group's Fair Values from the Community and select yours The Sage...
Artículo de análisis Jul 27

Here's What To Make Of Sage Group's (LON:SGE) Decelerating Rates Of Return

There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
Artículo de análisis Jul 13

Here's Why Sage Group (LON:SGE) Can Manage Its Debt Responsibly

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
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Nueva narrativa Nov 24

AI Integration And Global Expansion Propel Exciting Revenue Growth And Market Opportunities

Sage is advancing AI integration to boost operational efficiency and customer engagement, fostering revenue growth through adoption and retention.

Desglose de ingresos y gastos

Cómo gana y gasta dinero Sage Group. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

LSE:SGE Ingresos, gastos y beneficios (GBP Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
30 Sep 252,5133691,6820
30 Jun 252,4683581,6580
31 Mar 252,4223471,6330
31 Dec 242,3773351,6100
30 Sep 242,3323231,5870
30 Jun 242,2912951,5580
31 Mar 242,2492671,5280
31 Dec 232,2172391,5120
30 Sep 232,1842111,4960
30 Jun 232,1422101,4990
31 Mar 232,1002081,5010
31 Dec 222,0242341,4400
30 Sep 221,9472601,3790
30 Jun 221,8952761,2770
31 Mar 221,8432911,1750
31 Dec 211,8452881,1750
30 Sep 211,8462851,1750
30 Jun 211,8562591,1750
31 Mar 211,8652321,1740
31 Dec 201,8842711,1540
30 Sep 201,9033101,1340
30 Jun 201,9293231,1770
31 Mar 201,9543361,2200
31 Dec 191,9453011,2480
30 Sep 191,9362661,2750
30 Jun 191,9202901,2530
31 Mar 191,9043141,2310
31 Dec 181,8753051,2130
30 Sep 181,8462951,1950
30 Jun 181,8102761,1760
31 Mar 181,7742561,1570
31 Dec 171,7452571,1290
30 Sep 171,7152571,1000
30 Jun 171,6552421,0620
31 Mar 171,5952261,0240
31 Dec 161,5172079700
30 Sep 161,4391889160
30 Jun 161,4211789190
31 Mar 161,4021689220
31 Dec 151,4191819310
30 Sep 151,4361949400
30 Jun 151,4251959400

Ingresos de calidad: SGE tiene ganancias de alta calidad.

Margen de beneficios creciente: Los actuales márgenes de beneficio (14.7%) de SGE son superiores a los del año pasado (13.9%).


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: Los beneficios de SGE han crecido un 7.6% al año en los últimos 5 años.

Acelerando crecimiento: El crecimiento de los beneficios de SGE en el último año (14.2%) supera su media de 5 años (7.6% al año).

Beneficios vs. Industria: El crecimiento de los beneficios de SGE en el último año (14.2%) superó al de la industria Software 8.9%.


Rentabilidad financiera

Alta ROE: Aunque la rentabilidad financiera (51.25%) de SGE es excepcional, esta métrica está sesgada debido a su alto nivel de deuda.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/21 09:27
Precio de las acciones al final del día2026/05/21 00:00
Beneficios2026/03/31
Ingresos anuales2025/09/30

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.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* 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

The Sage Group plc está cubierta por 37 analistas. 17 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.

AnalistaInstitución
Alexander ToutArete Research Services LLP
Knut WollerBaader Helvea Equity Research
Sven MerktBarclays