Stagwell Inc.

NasdaqGS:STGW Rapport sur les actions

Capitalisation boursière : US$1.6b

Stagwell Résultats passés

Passé contrôle des critères 3/6

Les bénéfices de Stagwell ont diminué à un taux annuel moyen de -25.7%, tandis que le secteur Media a vu ses bénéfices augmenter de en à 5.4% par an. Les revenus ont augmenté de en à un taux moyen de 15.3% par an. Le rendement des capitaux propres de Stagwell est 2.9% et ses marges nettes sont de 0.6%.

Informations clés

-25.71%

Taux de croissance des bénéfices

-40.78%

Taux de croissance du BPA

Media Croissance de l'industrie13.17%
Taux de croissance des recettes15.29%
Rendement des fonds propres2.95%
Marge nette0.64%
Dernière mise à jour des bénéfices31 Mar 2026

Mises à jour récentes des performances passées

Article d’analyse 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...

Recent updates

Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
Seeking Alpha Mar 11

Stagwell: I See Deep Value As Growth Accelerates (Rating Upgrade)

Summary Stagwell Inc. demonstrates operational momentum, with revenue and net revenue growth driven by digital transformation and marketing services. STGW stock trades at a deep discount, with a forward P/E of 5.58x and an EV/EBITDA of 6.29x, despite robust EPS and free cash flow growth. Management guides for 8–12% net revenue growth and $475M–$525M adjusted EBITDA in 2026, supported by political ad tailwinds and efficiency gains. Risks include AI execution, high leverage (net leverage 2.92x), and potential liquidity pressure if cash flows slow, but risk-reward now favors a bullish stance. Read the full article on Seeking Alpha
Mise à jour du récit 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).
Mise à jour du récit 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.
Mise à jour du récit 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).
Article d’analyse 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...
Mise à jour du récit 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).
Mise à jour du récit 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).
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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 Alpha
Article d’analyse 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...
User avatar
Nouveau récit 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.
Article d’analyse 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 Alpha
Seeking 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 Alpha
Article d’analyse 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...
Article d’analyse 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 Alpha
Article d’analyse Jun 20

Is Stagwell (NASDAQ:STGW) A Risky Investment?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Article d’analyse Feb 13

Is Stagwell (NASDAQ:STGW) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...

Ventilation des recettes et des dépenses

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


Historique des gains et des recettes

NasdaqGS:STGW Recettes, dépenses et bénéfices (USD Millions )
DateRecettesLes revenusDépenses G+ADépenses de R&D
31 Mar 262,961197470
31 Dec 252,909297400
30 Sep 252,890207270
30 Jun 252,859-27240
31 Mar 252,82316980
31 Dec 242,84126890
30 Sep 242,70706760
30 Jun 242,614-26540
31 Mar 242,575-36550
31 Dec 232,52706610
30 Sep 232,580-156550
30 Jun 232,627-56360
31 Mar 232,66796240
31 Dec 222,688206010
30 Sep 222,592356070
30 Jun 222,394195950
31 Mar 221,93154970
31 Dec 211,469-44240
30 Sep 211,170182890
30 Jun 21932402100
31 Mar 21885491980
31 Dec 20888561920
30 Sep 20762371800
31 Dec 19629171760
31 Dec 18426161310

Des revenus de qualité: STGW a un important ponctuel gain de $11.1M impactant ses 12 derniers mois de résultats financiers à 31st March, 2026.

Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de STGW sont plus élevées que l'année dernière STGW. (0.6%) sont plus élevées que l'année dernière (0.02%).


Analyse des flux de trésorerie disponibles par rapport aux bénéfices


Analyse de la croissance passée des bénéfices

Tendance des revenus: Les bénéfices de STGW ont diminué de 25.7% par an au cours des 5 dernières années.

Accélération de la croissance: La croissance des bénéfices de STGW au cours de l'année écoulée ( 2952.1% ) dépasse sa moyenne sur 5 ans ( -25.7% par an).

Bénéfices par rapport au secteur d'activité: La croissance des bénéfices STGW au cours de l'année écoulée ( 2952.1% ) a dépassé celle du secteur Media 5%.


Rendement des fonds propres

ROE élevé: Le retour sur capitaux propres de STGW ( 2.9% ) est considéré comme faible.


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'entreprise2026/05/20 09:11
Cours de l'action en fin de journée2026/05/20 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

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

Stagwell Inc. est couverte par 10 analystes. 7 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
Mark ZgutowiczBenchmark Company
Jeffrey Van SinderenB. Riley Securities, Inc.
Jason KreyerCraig-Hallum Capital Group LLC