SThree plc

LSE:STEM Rapport sur les actions

Capitalisation boursière : UK£362.8m

SThree Croissance future

Future contrôle des critères 4/6

SThree devrait augmenter ses bénéfices et son chiffre d'affaires de 32% et de 4.2% par an respectivement. Le BPA devrait croître de de 33.2% par an. Le rendement des capitaux propres devrait être 12.3% dans 3 ans.

Informations clés

32.0%

Taux de croissance des bénéfices

33.17%

Taux de croissance du BPA

Professional Services croissance des bénéfices11.5%
Taux de croissance des recettes4.2%
Rendement futur des capitaux propres12.34%
Couverture par les analystes

Low

Dernière mise à jour10 Sep 2026

Mises à jour récentes de la croissance future

Article d’analyse • Jan 29

SThree plc (LON:STEM) Just Reported Earnings, And Analysts Cut Their Target Price

Investors in SThree plc ( LON:STEM ) had a good week, as its shares rose 4.8% to close at UK£1.91 following the release...

Recent updates

Mise à jour du récit • Sep 09

STEM: Share Buyback Completion And Modest Margin Uplift Will Support Future Upside

Analysts have raised their fair value estimate for SThree from £2.41 to £2.86, citing updated assumptions on revenue growth, profit margins, discount rate and future P/E multiples as the key drivers of the new price target. What’s in the News for SThree SThree completed a share buyback tranche that ran from February 12, 2026 to July 20, 2026, repurchasing 5,309,191 shares for £8.8 million.
Mise à jour du récit • Jun 14

STEM: CFO Transition And Margin Outlook Will Support Future Upside Potential

Analysts have nudged their price target on SThree slightly higher to £3.00, reflecting tweaks to their assumptions on discount rate, revenue growth, profit margin and future P/E that leave their overall fair value view broadly unchanged. What's in the News SThree plc announced that Chief Financial Officer Andrew Beach plans to step down from the CFO role and the Board at the conclusion of the Annual General Meeting on 29 April 2026.
Nouveau récit • Jun 04

Every Staffing Stock Is Being Sold. SThree Is the Only One That Benefits From the Thing Killing the Others

════════════════════════════════════════════════════════════════ STHREE PLC (LSE: STEM) — INVESTMENT THESIS The market is confusing a cyclical trough with structural decline ════════════════════════════════════════════════════════════════ Current price: 165p | Price target: 490p | Upside: +197% Bear case floor: 280p | Bull case: 720p Analysis date: June 2026 | Horizon: 24–36 months ════════════════════════════════════════════════════════════════ KEY METRICS AT A GLANCE ──────────────────────────────────────────────────────────────── Net Fees FY25: £323m Net Cash: £68m Contract (recurring): 84% Normalised EPS: ~40p STEM market share: ~2% Normalised EV/EBITDA: 1.8x Operating countries: 11 P/E on norm. earnings: 4.1x ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ I.
Mise à jour du récit • May 31

STEM: CFO Transition And Stable Margins Will Support Future Upside

Analysts have made a small upward revision to their price target for SThree to £2.41. This reflects modest tweaks to assumptions around the discount rate, revenue growth, profit margins and future P/E expectations.
Mise à jour du récit • May 15

STEM: CFO Transition And Stable Margins Will Support Future Upside

Analysts have trimmed their price target on SThree from £2.49 to £2.41 as updated assumptions for discount rate, revenue growth, profit margin and future P/E feed through to a slightly lower fair value estimate. What's in the News SThree plc announced that Chief Financial Officer Andrew Beach plans to step down from the CFO role and from the Board at the conclusion of the Annual General Meeting on 29 April 2026, after nearly five years with the company (Key Developments).
Mise à jour du récit • Apr 29

STEM: Share Buyback And Margin Outlook Will Support Future Upside Potential

Analysts have nudged their price target on SThree higher to £3.00, reflecting updated assumptions around discount rates, modestly stronger revenue growth and slightly improved profit margins, while keeping the fair value estimate unchanged at £3.00. What's in the News SThree plans a leadership change, as CFO Andrew Beach is set to step down from the Board at the conclusion of the Annual General Meeting on 29 April 2026, and remain in the business until the half year results announcement on 21 July 2026 to support the transition (Key Developments).
Mise à jour du récit • Apr 15

STEM: Share Buyback And Margin Outlook Will Support Future Upside Potential

Analysts have trimmed their price target on SThree to £3.00, citing updated assumptions around a slightly higher discount rate, more conservative revenue growth, and modestly better profit margin and future P/E expectations. What's in the News SThree plans a share repurchase program of up to £20 million, with shares to be cancelled and the aim of returning surplus capital to shareholders while keeping flexibility to invest in the Group's strategy (Key Developments).
Mise à jour du récit • Apr 01

STEM: Share Buyback And Stable Margins Will Support Future Upside

Analysts have trimmed their price target for SThree to £15.57 from £16.39, reflecting slightly higher assumed risk, a marginally different revenue growth outlook, and a small adjustment to the expected future P/E multiple. What's in the News SThree plans to repurchase up to £20 million of its shares under a buyback program, with repurchases running until no later than November 30, 2026, and all repurchased shares to be cancelled (company announcement).
Mise à jour du récit • Mar 18

STEM: Share Buyback Programme Will Support Bullish Long Term Outlook

Analysts have trimmed their price targets on SThree by £1.24 per share. This reflects slightly adjusted assumptions around discount rates, revenue growth, profit margins and a lower future P/E multiple.
Mise à jour du récit • Mar 04

STEM: Share Repurchase Programme Will Support Bullish Long Term Outlook

Analysts have made a modest trim to their price target on SThree to £3.00, reflecting slightly higher assumed discount rates and small tweaks to long term growth, margin and future P/E assumptions. What's in the News On January 27, 2026, SThree plc announced that its Board of Directors would consider a share repurchase program of up to £20 million of its shares, indicating early discussions around returning surplus capital to shareholders (Key Developments).
Mise à jour du récit • Feb 17

STEM: Share Buyback And Higher Future P/E Will Support Bullish Outlook

Analysts have raised their price target on SThree to £18.83 from £14.08. The change is mainly linked to updated assumptions around revenue growth, profit margins and a higher future P/E multiple.
Article d’analyse • Feb 12

SThree (LON:STEM) Has Announced A Dividend Of £0.092

The board of SThree plc ( LON:STEM ) has announced that it will pay a dividend on the 12th of June, with investors...
Mise à jour du récit • Feb 03

STEM: Higher Future P/E Multiple Will Support Margins And Share Upside

Analysts have raised their price target on SThree to reflect updated assumptions for revenue growth, profit margins and a higher future P/E multiple. The new valuation framework is now anchored around a fair value of £2.49 per share.
Article d’analyse • Jan 29

SThree plc (LON:STEM) Just Reported Earnings, And Analysts Cut Their Target Price

Investors in SThree plc ( LON:STEM ) had a good week, as its shares rose 4.8% to close at UK£1.91 following the release...
Mise à jour du récit • Jan 20

STEM: Higher Required Return Will Still Support More Optimistic Future P/E

Analysts have nudged their price target on SThree slightly higher to reflect a modestly increased future P/E assumption of 14.08x, with only marginal tweaks to the discount rate, revenue growth, and profit margin inputs guiding this recalibration. Valuation Changes Future P/E was raised from 11.93x to 14.08x, indicating a higher valuation multiple applied to projected earnings.
Mise à jour du récit • Jan 05

STEM: Higher Required Return Will Still Support Attractive Future P/E

Analysts have trimmed their price target on SThree from £4.50 to £3.00, reflecting a higher discount rate, more moderate revenue growth assumptions, and a lower future P/E of 11.93x, partly offset by slightly stronger profit margin expectations. Valuation Changes Fair Value: reduced from £4.50 to £3.00, a cut of one third in the implied valuation per share.
Article d’analyse • Dec 19

A Look At The Intrinsic Value Of SThree plc (LON:STEM)

Key Insights Using the 2 Stage Free Cash Flow to Equity, SThree fair value estimate is UK£1.66 With UK£1.86 share...
Mise à jour du récit • Dec 17

STEM: Future Earnings Compression Signals Bearish Outlook Despite Stronger Revenue Prospects

Analysts have raised their price target on SThree by approximately £1.55, citing stronger expected revenue growth, improved long term profit margins, and a lower projected future P/E multiple. Together, these factors enhance the company’s risk adjusted return profile despite a slightly higher discount rate.
Mise à jour du récit • Dec 03

STEM: Future Earnings Multiple Should Support Resilient Margins And Upside Potential

Analysts have modestly raised their price target on SThree to reflect a slightly higher assumed future earnings multiple and a marginally increased discount rate. This results in a small upward revision in the company’s estimated equity value by several pence per share.
Mise à jour du récit • Nov 19

STEM: Revenue Growth May Recover as Profit Margins Show Resilience

Analysts have lowered their price target for SThree from £3.04 to £2.49. They cite reduced revenue growth projections and a slight decrease in expected profit margins as key factors behind the revision.
Article d’analyse • Oct 28

SThree (LON:STEM) Is Paying Out A Dividend Of £0.051

The board of SThree plc ( LON:STEM ) has announced that it will pay a dividend on the 12th of December, with investors...
Mise à jour du récit • Sep 17

Digital Transformation Will Unlock Future STEM Talent Opportunities

The downward revision in SThree’s consensus analyst price target from £3.60 to £3.04 primarily reflects reduced expectations for revenue growth and earnings multiples. What's in the News SThree plc reaffirmed earnings guidance for fiscal year 2025, expecting performance in line with previously announced £25.0 million PBT guidance.
Article d’analyse • Sep 17

Investors Don't See Light At End Of SThree plc's (LON:STEM) Tunnel And Push Stock Down 32%

To the annoyance of some shareholders, SThree plc ( LON:STEM ) shares are down a considerable 32% in the last month...
Article d’analyse • Aug 01

SThree (LON:STEM) Is Paying Out A Dividend Of £0.051

The board of SThree plc ( LON:STEM ) has announced that it will pay a dividend on the 12th of December, with investors...
Article d’analyse • Apr 22

Shareholders May Be More Conservative With SThree plc's (LON:STEM) CEO Compensation For Now

Key Insights SThree's Annual General Meeting to take place on 29th of April Salary of UK£510.9k is part of CEO Timo...
Article d’analyse • Mar 24

SThree's (LON:STEM) Dividend Will Be £0.092

SThree plc's ( LON:STEM ) investors are due to receive a payment of £0.092 per share on 6th of June. The dividend yield...
Article d’analyse • Mar 06

SThree (LON:STEM) Has Announced A Dividend Of £0.092

SThree plc's ( LON:STEM ) investors are due to receive a payment of £0.092 per share on 6th of June. However, the...
Article d’analyse • Jan 31

SThree (LON:STEM) Is Due To Pay A Dividend Of £0.092

The board of SThree plc ( LON:STEM ) has announced that it will pay a dividend on the 6th of June, with investors...
Article d’analyse • Dec 17

SThree plc's (LON:STEM) 25% Dip In Price Shows Sentiment Is Matching Earnings

Unfortunately for some shareholders, the SThree plc ( LON:STEM ) share price has dived 25% in the last thirty days...
Article d’analyse • Jul 26

SThree's (LON:STEM) Dividend Will Be £0.051

SThree plc ( LON:STEM ) has announced that it will pay a dividend of £0.051 per share on the 6th of December. This...

Prévisions de croissance des bénéfices et des revenus

LSE:STEM - Estimations futures des analystes et données financières antérieures (GBP Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
11/30/20281,3522520443
11/30/20271,2881716303
11/30/20261,249717333
5/31/20261,252133645N/A
2/28/20261,277154553N/A
11/30/20251,302185362N/A
8/31/20251,340233343N/A
5/31/20251,378291225N/A
2/28/20251,436391932N/A
11/30/20241,493502740N/A
8/31/20241,547533648N/A
5/31/20241,601564656N/A
2/29/20241,632565463N/A
11/30/20231,663566170N/A
8/31/20231,678536976N/A
5/31/20231,692507782N/A
2/28/20231,666526064N/A
11/30/20221,639544246N/A
8/31/20221,56455N/AN/AN/A
5/31/20221,488553336N/A
2/28/20221,409493437N/A
11/30/20211,331423538N/A
8/31/20211,27636N/AN/AN/A
5/31/20211,222303641N/A
2/28/20211,212244954N/A
11/30/20201,203196167N/A
5/31/20201,267336773N/A
2/29/20201,29637N/A56N/A
11/30/20191,32541N/A40N/A
8/31/20191,33540N/A31N/A
5/31/20191,32538N/A22N/A
2/28/20191,29236N/A19N/A
11/30/20181,25834N/A16N/A
8/31/20181,21930N/A17N/A
5/31/20181,18026N/A19N/A
2/28/20181,14727N/A24N/A
11/30/20171,11528N/A29N/A
8/31/20171,07630N/A35N/A
5/31/20171,03732N/A41N/A
2/28/201799930N/A38N/A
11/30/201696027N/A34N/A
8/31/201692427N/A35N/A
5/31/201688926N/A36N/A
2/29/201686927N/A41N/A
11/30/201584927N/A46N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de STEM ( 32% par an) est supérieure au taux d'épargne ( 3.6% ).

Bénéfices vs marché: Les bénéfices de STEM ( 32% par an) devraient croître plus rapidement que le marché UK ( 11.1% par an).

Croissance élevée des bénéfices: Les bénéfices de STEM devraient augmenter de manière significative au cours des 3 prochaines années.

Chiffre d'affaires vs marché: Le chiffre d'affaires de STEM ( 4.2% par an) devrait croître plus rapidement que le marché UK ( 3.7% par an).

Croissance élevée des revenus: Le chiffre d'affaires de STEM ( 4.2% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de STEM devrait être faible dans 3 ans ( 12.3 %).

Découvrir les entreprises en croissance

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/09/15 21:03
Cours de l'action en fin de journée2026/09/15 00:00
Les revenus2026/05/31
Revenus annuels2025/11/30

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

SThree plc est couverte par 13 analystes. 3 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
James BaylissBerenberg
James GilbertCanaccord Genuity
Steven WoolfDeutsche Bank