The Sage Group plc

LSE:SGE Rapport sur les actions

Capitalisation boursière : UK£8.2b

Sage Group Résultats passés

Passé contrôle des critères 5/6

Sage Group a connu une croissance annuelle moyenne de ses bénéfices de 9%, tandis que le secteur Software a vu ses bénéfices augmenter de en hausse à 3.9% par an. Les revenus ont augmenté de en hausse à un taux moyen de 7.8% par an. Le rendement des capitaux propres de Sage Group est 175% et ses marges nettes sont de 14.6%.

Informations clés

8.97%

Taux de croissance des bénéfices

11.32%

Taux de croissance du BPA

Software Croissance de l'industrie19.85%
Taux de croissance des recettes7.76%
Rendement des fonds propres175.00%
Marge nette14.62%
Prochaine mise à jour des résultats19 Nov 2026

Mises à jour récentes des performances passées

Recent updates

Mise à jour du récit Jun 01

SGE: AI Rollout And Buybacks Will Shape Balanced Outlook After Mixed Repricing

Sage Group’s updated analyst price target now sits around £8.61 per share, down from about £8.77, as analysts factor in reduced revenue growth assumptions, slightly higher discount rates, and mixed Street views that include recent target cuts alongside at least one upgrade to Buy. Analyst Commentary Recent research on Sage Group reflects a split view, with some analysts taking a more cautious stance while others remain constructive.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Article d’analyse 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...
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
Article d’analyse 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...
Article d’analyse 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...
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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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Nouveau récit 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.

Ventilation des recettes et des dépenses

Comment Sage Group gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.


Historique des gains et des recettes

LSE:SGE Recettes, dépenses et bénéfices (GBP Millions )
DateRecettesLes revenusDépenses G+ADépenses de R&D
31 Mar 262,6343851,7520
31 Dec 252,5743771,7170
30 Sep 252,5133691,6820
30 Jun 252,4683581,6600
31 Mar 252,4223471,6350
31 Dec 242,3773351,6110
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

Des revenus de qualité: SGE a des bénéfices de haute qualité.

Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de SGE sont plus élevées que l'année dernière SGE. (14.6%) sont plus élevées que l'année dernière (14.3%).


Analyse des flux de trésorerie disponibles par rapport aux bénéfices


Analyse de la croissance passée des bénéfices

Tendance des revenus: Les bénéfices de SGE ont augmenté de 9% par an au cours des 5 dernières années.

Accélération de la croissance: La croissance des bénéfices de SGE au cours de l'année écoulée ( 11% ) dépasse sa moyenne sur 5 ans ( 9% par an).

Bénéfices par rapport au secteur d'activité: La croissance des bénéfices SGE au cours de l'année écoulée ( 11% ) a dépassé celle du secteur Software 1.2%.


Rendement des fonds propres

ROE élevé: Bien que le retour sur capitaux propres ( 175% ) de SGE soit exceptionnel, cette mesure est faussée en raison de son niveau d'endettement élevé.


Rendement des actifs


Rendement des capitaux employés


Découvrir des entreprises performantes dans le passé

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/01 10:19
Cours de l'action en fin de journée2026/06/01 00:00
Les revenus2026/03/31
Revenus annuels2025/09/30

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 expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale 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

The Sage Group plc est couverte par 37 analystes. 18 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
Alexander ToutArete Research Services LLP
Knut WollerBaader Helvea Equity Research
Sven MerktBarclays