Stagwell (STGW) Resumen de Acciones
Stagwell Inc. presta servicios de transformación digital, marketing, medios y comercio, nube de marketing y comunicaciones en Estados Unidos, Reino Unido e internacionalmente. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 2/6 |
| Crecimiento futuro | 3/6 |
| Rendimiento pasado | 2/6 |
| Salud financiera | 1/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
STGW Community Fair Values
Create NarrativeSee what 8 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Competidores de Stagwell Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$9.31 |
| Máximo en las últimas 52 semanas | US$9.55 |
| Mínimo de 52 semanas | US$4.29 |
| Beta | 1.22 |
| Cambio en 1 mes | 22.66% |
| Variación en 3 meses | 53.88% |
| Cambio de 1 año | 68.35% |
| Variación en 3 años | 83.63% |
| Variación en 5 años | 39.79% |
| Variación desde la OPV | 67.75% |
Noticias y actualizaciones recientes
Seeking Alpha • Aug 12
Stagwell: Digital Transformation Services Drive The Share Price
Summary Stagwell is rated Buy, driven by robust 2Q26 results and a big year-to-date stock gain. STGW’s digital transformation segment, leveraging AI integration, is the primary earnings driver and competitive moat. Forward guidance calls for 8–12% revenue and 18% EBITDA growth, with EPS midpoint raised to $1.10 (+33% yoy). Strong cash flows support ongoing share repurchases, while valuation at 7.7x EV/EBITDA underappreciates STGW’s superior growth profile. Read the full article on Seeking Alpha
Actualización de narrativa • Aug 01
STGW: AI Marketing Flywheel And IBM Win Will Support Repricing
Analysts have raised their Stagwell price target to $10 from $8, citing expectations for improving margins, stronger free cash flow, and the company’s evolving mix of software, embedded teams, and scaled creative and digital services as key drivers of their updated view. Analyst Commentary Recent Street research on Stagwell points to a more constructive tone, with bullish analysts lifting price targets as they revisit the company’s mix of software, embedded teams, and scaled creative and digital services.Recent updates
Seeking Alpha • Aug 12
Stagwell: Digital Transformation Services Drive The Share Price
Summary Stagwell is rated Buy, driven by robust 2Q26 results and a big year-to-date stock gain. STGW’s digital transformation segment, leveraging AI integration, is the primary earnings driver and competitive moat. Forward guidance calls for 8–12% revenue and 18% EBITDA growth, with EPS midpoint raised to $1.10 (+33% yoy). Strong cash flows support ongoing share repurchases, while valuation at 7.7x EV/EBITDA underappreciates STGW’s superior growth profile. Read the full article on Seeking AlphaActualización de narrativa • Aug 01
STGW: AI Marketing Flywheel And IBM Win Will Support Repricing
Analysts have raised their Stagwell price target to $10 from $8, citing expectations for improving margins, stronger free cash flow, and the company’s evolving mix of software, embedded teams, and scaled creative and digital services as key drivers of their updated view. Analyst Commentary Recent Street research on Stagwell points to a more constructive tone, with bullish analysts lifting price targets as they revisit the company’s mix of software, embedded teams, and scaled creative and digital services.Actualización de narrativa • Jun 30
STGW: AI Marketing Model And Buybacks Will Support Future Market Expansion
Analysts have nudged their average price target on Stagwell up from $7.25 to $8, citing the company's shift toward a three-part marketing model built around proprietary software; embedded in-house teams at major brands; and scaled creative and digital transformation services that they believe support a stickier, higher-margin business. Analyst Commentary Recent research on Stagwell centers on how the company’s three-part marketing model could affect valuation, execution risk, and long-term growth prospects.Artículo de análisis • Jun 21
Stagwell (STGW) Stock Could Be 3.2% Overvalued After Its AI Media Machine Launch
Stagwell (STGW) has drawn fresh attention after launching The Media Machine, an AI-powered media operating system that connects to major ad platforms and aims to streamline how brands plan and execute media spending. See our latest analysis for Stagwell. The launch of The Media Machine comes at a time when Stagwell’s share price has gained momentum, with a 30 day share price return of 6.68%, a 90 day share price return of 10.36%, and a year to date share price return of 41.86%. The 1 year...
Actualización de narrativa • Jun 16
STGW: Buybacks And AI Initiatives Will Test Fairly Valued Setup
Analysts have raised their price target on Stagwell by $1, citing updated assumptions around revenue growth, profit margins and future P/E levels that modestly adjust their valuation framework. What’s in the News for Stagwell Stagwell announced Q4 and full year 2025 results that highlighted its digital transformation and Marketing Cloud segments, alongside a planned US$400 million share repurchase program, according to recent coverage.Actualización de narrativa • Jun 02
STGW: AI And Buybacks Will Face Execution Risk In Overvalued Setup
Analysts nudged their price target on Stagwell higher by $1, citing adjusted expectations for future revenue growth, profit margins, and P/E assumptions after recent research updates related to client churn trends and net revenue and AEBITDA estimates. Analyst Commentary Recent research shows a mix of cautious and constructive views on Stagwell, with price targets adjusted as analysts update their revenue, AEBITDA and P/E assumptions after the latest Q4 report and client churn trends.Actualización de narrativa • May 03
STGW: AI Search Execution And Buybacks Will Shape Fairly Valued Outlook
Narrative Update on Stagwell Analyst price targets for Stagwell have shifted modestly, with recent updates ranging between $7 and $8 as analysts factor in revised FY26 net revenue and AEBITDA estimates, as well as ongoing progress on client churn reduction and new business wins. Analyst Commentary Recent research updates on Stagwell show a mixed picture, with some analysts lifting price targets in response to revised FY26 net revenue and AEBITDA estimates, while others have trimmed expectations ahead of key catalysts such as the Q4 report.Actualización de narrativa • Apr 19
STGW: Execution Risks Around AI Search And Buybacks Will Restrain Upside Potential
Narrative Update on Stagwell Analysts have raised their average price target on Stagwell by $1, from $7 to $8, citing updated forecasts for FY26 net revenue and AEBITDA following the recent fourth-quarter report. Analyst Commentary Recent research on Stagwell has centered on updated expectations for net revenue and AEBITDA through FY26, with price targets adjusted accordingly around the latest quarterly results.Actualización de narrativa • Apr 03
STGW: AI Search Expansion And Buybacks Will Shape Balanced Execution Outlook
Analysts have raised their price target on Stagwell by $1 to $8, citing updated forecasts for FY26 net revenue and AEBITDA following the latest Q4 report as the main factors behind the revised outlook. Analyst Commentary Recent research around Stagwell has included both supportive and cautious elements, with price targets adjusted around the Q4 report and updated FY26 net revenue and AEBITDA forecasts.Artículo de análisis • Mar 26
Stagwell's (NASDAQ:STGW) Promising Earnings May Rest On Soft Foundations
Unsurprisingly, Stagwell Inc.'s ( NASDAQ:STGW ) stock price was strong on the back of its healthy earnings report...Actualización de narrativa • Mar 19
STGW: AI Search Expansion And Buybacks Will Shape Balanced Future Outlook
Analysts have raised their price target on Stagwell by $1 to $8, citing higher FY26 net revenue and AEBITDA estimates following the latest Q4 report. Analyst Commentary Recent research reflects a mixed tone around Stagwell, with some optimism on longer term forecasts following the Q4 report, alongside earlier signs of caution heading into that print.Actualización de narrativa • Mar 05
STGW: AI Search And Agent Platforms Will Drive Future Upside Potential
Analysts have nudged their price target on Stagwell slightly higher to $6.50, reflecting updated assumptions around discount rate, revenue, profit margin and future P/E that keep their fair value view broadly unchanged at $6.50. What's in the News Stagwell launched Stagwell Search+, described as an agentic platform aimed at helping brands adjust from traditional search engines to AI driven search experiences, combining paid, owned, earned and shared media in a single system (Key Developments).Actualización de narrativa • Feb 19
STGW: AI Agent Partnerships Will Support Future Upside Potential
Analysts have adjusted their price target for Stagwell to $6.50, emphasizing small tweaks to assumptions around the discount rate, revenue growth, profit margins, and future P/E multiples rather than any major shift in their overall view. What's in the News Stagwell launched NewVoices.ai, a lifelike AI platform positioned as an end to end operating system for revenue teams.Actualización de narrativa • Feb 05
STGW: AI Partnerships Will Support Undervalued Long Term Upside Potential
Analysts have nudged their price target on Stagwell higher, highlighting small model updates to the discount rate, revenue growth, profit margin, and future P/E assumptions as the key drivers of the revised valuation in US$ terms. What's in the News Stagwell launched NewVoices.ai, an AI platform positioned as a lifelike, independent sales agent that can book appointments, handle customer questions and concerns, and drive conversions across markets and languages with 24/7 availability (Key Developments).Artículo de análisis • Jan 29
Stagwell Inc. (NASDAQ:STGW) Looks Just Right With A 26% Price Jump
Stagwell Inc. ( NASDAQ:STGW ) shares have continued their recent momentum with a 26% gain in the last month alone. But...Actualización de narrativa • Jan 21
STGW: AI Partnerships And Buybacks Will Underpin Balanced Long Term Outlook
Analysts have modestly revised their price targets for Stagwell, reflecting small adjustments to assumptions around discount rates, revenue growth, profit margins and future P/E multiples, while keeping their fair value estimate steady at $6.50. What's in the News Stagwell launched NewVoices.ai, an AI platform positioned as an independent sales agent that can handle appointments, conversions, customer support, and retention across channels and languages, with 24/7 response and personalization based on user history and preferences (Product related announcement).Actualización de narrativa • Jan 06
STGW: AI Alliances And Share Repurchases Will Support Future Upside Potential
Analysts have modestly increased their price target on Stagwell, citing updated assumptions that include a slightly higher discount rate, a higher projected revenue growth rate, a marginally improved profit margin, and a lower expected future P/E multiple. What's in the News Launched NewVoices.ai, an AI platform built to act as an independent sales agent that books appointments, drives conversions, resolves questions, and manages customer concerns in any language with 24/7 coverage, using Stagwell data to personalize interactions over time (Product-Related Announcement).Actualización de narrativa • Dec 14
STGW: AI Partnerships And Buybacks Will Drive Stronger Future Upside
Analysts have nudged their price target on Stagwell higher, raising fair value by approximately 8 percent to about 6.50 dollars. They cite slightly lower perceived risk and stronger expected revenue growth that more than offset modestly reduced margin assumptions.Actualización de narrativa • Nov 12
STGW: AI Partnership Will Drive Client Adoption And Support Market Expansion
Analysts have raised their price target for Stagwell from $7.73 to $7.81, citing improved revenue growth expectations even though projected profit margins have been reduced. What's in the News Stagwell and Palantir Technologies have launched a partnership to create an AI-powered platform for marketers.Actualización de narrativa • Oct 29
Share Repurchases And Data Partnerships Will Drive Value Creation In 2025
Analysts have adjusted their price target for Stagwell downward from $8.19 to $7.73. They cite slight increases in discount rates and a modest reduction in profit margin expectations, even though there is an uptick in projected revenue growth.Seeking Alpha • Mar 28
Stagwell: Stock Continues To Trade At A Discount Despite Improved Fundamentals
Summary I maintain a buy rating for STGW due to strong execution, client wins, and growth in digital transformation and cloud solutions, despite trading at a discount to peers. STGW's fundamentals have improved significantly, with higher quality client wins and substantial growth in average annual revenue per top-25 client. The digital transformation segment shows sustained growth, and the cloud segment, now 10% of revenue, is poised to become a significant growth driver. Despite trading at a discount, STGW's growth potential and solid execution support a compelling case for multiple expansion, warranting a buy rating. Read the full article on Seeking AlphaArtículo de análisis • Feb 21
We Think Stagwell (NASDAQ:STGW) Is Taking Some Risk With Its Debt
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Nueva narrativa • Jan 17
AI Tools Like BERAai And MENA Expansion Will Improve Future Performance
Focus on digital transformation and AI projects is expected to drive growth and improve margins over time.Artículo de análisis • Jan 13
Getting In Cheap On Stagwell Inc. (NASDAQ:STGW) Might Be Difficult
It's not a stretch to say that Stagwell Inc.'s ( NASDAQ:STGW ) price-to-sales (or "P/S") ratio of 0.3x right now seems...Seeking Alpha • Dec 07
Stagwell: Acquisitions, EPS Growth, Proven Business Model, And Undervalued
Summary Stagwell's recent acquisitions and international expansion are expected to drive significant revenue growth and synergies in 2025 and 2026. The company's diversified customer base and global affiliate network reduce revenue volatility and offer potential for future acquisitions. Positive financial performance, including net income and free cash flow growth, supports the view that STGW is undervalued at current market prices. Stock repurchase programs and cash-based acquisitions indicate management's confidence in the company's undervaluation, making STGW an attractive investment. Read the full article on Seeking AlphaSeeking Alpha • Nov 19
Stagwell: Solid Growth Story Remains Intact
Summary Stagwell continues to demonstrate high single-digit growth, driven by strong new business wins and expanding digital transformation and marketing cloud segments. STGW's 3Q24 results showed 8.5% y/y net revenue growth, with significant contributions from Integrated Agencies, Brand Performance, and Communications Networks. Despite economic headwinds, STGW's robust client relationships and strategic acquisitions support a positive growth outlook, warranting a buy rating. Read the full article on Seeking AlphaArtículo de análisis • Oct 24
We Think Stagwell (NASDAQ:STGW) Is Taking Some Risk With Its Debt
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Artículo de análisis • Aug 22
Are Investors Undervaluing Stagwell Inc. (NASDAQ:STGW) By 46%?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Stagwell fair value estimate is US$12.74 Stagwell is estimated...Seeking Alpha • Aug 06
Stagwell Inc: Organic Growth Expected To Accelerate In 2H24
Summary Organic growth set to accelerate in 2H24 and sustain at a high single-digit level through FY26. Multiple growth drivers in place, including expected improvement in the macro backdrop, net new business wins, and AI-related deals. Expectation for adj. EBITDA margin to expand as organic growth accelerates. Read the full article on Seeking AlphaRentabilidad de los accionistas
| STGW | US Media | Mercado US | |
|---|---|---|---|
| 7D | 2.1% | -0.8% | 1.7% |
| 1Y | 68.4% | -15.1% | 20.0% |
Rentabilidad vs. Industria: STGW superó a la industria US Media, que obtuvo un rendimiento del -15.1% el año pasado.
Rentabilidad vs. Mercado: STGW superó al mercado US, que obtuvo un rendimiento del 20% el año pasado.
Volatilidad de los precios
| STGW volatility | |
|---|---|
| STGW Average Weekly Movement | 6.3% |
| Media Industry Average Movement | 9.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Precio estable de las acciones: STGW no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de STGW (6%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 2015 | 10,951 | Mark Penn | www.stagwellglobal.com |
Stagwell Inc. ofrece servicios de transformación digital, marketing, medios y comercio, nube de marketing y comunicaciones en Estados Unidos, Reino Unido e internacionalmente. La empresa ofrece soluciones creativas, de investigación, experienciales y de medios sociales diseñadas para construir y elevar las marcas; y conocimientos del consumidor a través de metodologías de investigación avanzadas, creando programas de marketing experiencial inmersivos y estrategias de compromiso social que conectan las marcas con las audiencias a través de plataformas digitales. También diseña, implementa y activa ecosistemas digitales que permiten experiencias de marca y cliente a través de la integración de estrategia, diseño y tecnología; proporciona servicios gestionados, aumento de personal y experiencia en ingeniería a través de varios modelos de entrega, ofreciendo integración de sistemas, desarrollo de pila completa y gestión de plataformas en curso; y proporciona transformación digital que conecta ecosistemas digitales con experiencias físicas a través de compromisos de cliente innovadores e impulsados por la tecnología.
Resumen de fundamentos de Stagwell Inc.
| Estadísticas fundamentales de STGW | |
|---|---|
| Capitalización bursátil | US$2.29b |
| Beneficios(TTM) | US$16.19m |
| Ingresos (TTM) | US$3.04b |
140.6x
Ratio precio-beneficio (PE)0.7x
Ratio precio-ventas (PS)¿Está STGW sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de STGW | |
|---|---|
| Ingresos | US$3.04b |
| Coste de los ingresos | US$1.95b |
| Beneficio bruto | US$1.09b |
| Otros gastos | US$1.07b |
| Beneficios | US$16.19m |
Últimos beneficios comunicados
Jun 30, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 0.066 |
| Margen bruto | 35.83% |
| Margen de beneficio neto | 0.53% |
| Ratio deuda/patrimonio | 205.2% |
¿Cómo se ha desempeñado STGW 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 | 2026/08/13 11:51 |
| Precio de las acciones al final del día | 2026/08/13 00:00 |
| Beneficios | 2026/06/30 |
| 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 |
|
* 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
Stagwell Inc. está cubierta por 9 analistas. 7 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 |
|---|---|
| Mark Zgutowicz | Benchmark Company |
| Jeffrey Van Sinderen | B. Riley Securities, Inc. |
| Jason Kreyer | Craig-Hallum Capital Group LLC |