Declared Dividend • Jul 13
Dividend of UK£0.06 announced Shareholders will receive a dividend of UK£0.06. Ex-date: 24th September 2026 Payment date: 19th October 2026 Dividend yield will be 1.8%, which is lower than the industry average of 5.1%. Sustainability & Growth Dividend is covered by both earnings (58% earnings payout ratio) and cash flows (59% cash payout ratio). The dividend has increased by an average of 3.4% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 36% to shift the payout ratio to a potentially unsustainable range, which is more than the 5.7% EPS decline seen over the last 5 years. New Risk • Jul 09
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.6% Last year net profit margin: 12% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.2% average weekly change). Profit margins are more than 30% lower than last year (3.6% net profit margin). Market cap is less than US$100m (€47.1m market cap, or US$53.9m). Reported Earnings • Jul 09
Full year 2026 earnings released: EPS: UK£0.10 (vs UK£0.35 in FY 2025) Full year 2026 results: EPS: UK£0.10 (down from UK£0.35 in FY 2025). Revenue: UK£37.0m (down 1.3% from FY 2025). Net income: UK£1.31m (down 71% from FY 2025). Profit margin: 3.6% (down from 12% in FY 2025). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Jun 04
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to €3.64, the stock trades at a trailing P/E ratio of 8.6x. Average forward P/E is 14x in the Media industry in Germany. Total returns to shareholders of 108% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €5.86 per share. Board Change • May 21
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Director Lewis Robinson was the last director to join the board, commencing their role in 2026. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Annuncio • Apr 21
System1 Group PLC to Report Fiscal Year 2026 Results on Jul 08, 2026 System1 Group PLC announced that they will report fiscal year 2026 results at 8:00 AM, GMT Standard Time on Jul 08, 2026 Annuncio • Apr 10
System1 Group PLC Launches Next Evolution Of Test Your Ad Platform System1 Group PLC announced the next phase of its creative measurement tool, Test Your Ad, combining proven consumer-based measurement with smarter diagnostics, more intuitive reporting, award-winning thought leadership and new AI-enabled capabilities. System1 introduces Instant Insights to Test Your Ad reports. These AI-assisted executive summary pop-ups allow marketers to quickly move from insight to action. Rather than users interpreting every chart and metric themselves, Instant Insights surfaces what matters and explains the significance of results. It also shares evidence from System1's extensive thought leadership library, including Orlando Wood's publications Lemon and Look out, The Creative Dividend with Effie and The Long & the Short (Form) of It with TikTok. System1 is currently beta testing a predictive AI creative measurement tool in select markets which has been trained against its Test Your Ad Competitive Edge database, the world's largest database of emotional norms. The tool accurately estimates the likely human emotional response and distinctiveness response to advertising. System1 has also rolled out additional improvements for Test Your Ad, making reports more insightful, usable and shareable with non-marketers in the business. These include: Second-by-Second Reasons for Emotion, linking scenes in an ad to consumer verbatims to help marketers visualize how people are feeling moment by moment; Distinctive Brand Assets, showing which brand assets are being noticed and remembered; Key Metric Demographics, helping teams understand how creative lands across different demographic groups; Glide Navigation, enabling smoother report browsing and easier sharing across teams. Annuncio • Mar 05
System1 Group plc Announces Cessation of John Kearon as Director, Effective March 3, 2026 System1 Group PLC confirms that John Kearon has ceased to be a director of the Company with immediate effect, effective March 3, 2026. Annuncio • Mar 03
System1 Group plc Announces the Appointment of Lewis Robinson to the Board, Effective from 2 March 2026 System1 Group PLC announce the appointment of Lewis Robinson to the board of the Company with effective from 2 March 2026. Lewis has a background in asset management, advising several family offices on public and private investments. He is Founder and Director of Crucible Clarity Fund Plc, an Isle of Man fund which invests in a portfolio of UK-listed businesses. Lewis Robinson has elected to waive any remuneration in respect of his role. Lewis Simon Robinson, aged 33 years, holds or has held the following directorships or partnerships during the five years preceding the date of this announcement. Annuncio • Jan 20
System1 Group PLC Maintains Earnings Guidance for the Fiscal Year 2026 System1 Group PLC maintained earnings guidance for the fiscal year 2026. For the year, the Board maintained the FY26 guidance it provided on 23 September 2025 and in the interim results on 2 December 2025. The guidance provided in the 23 September 2025 announcement was for FY26 Revenue to be broadly in line with the £37 million achieved in FY25. Annuncio • Nov 05
System1 Introduces Test Your Ad Competitive Edge System1 introduced Test Your Ad Competitive Edge, the open creative effectiveness database of more than 100,000 ads that gives brands the ultimate competitive advantage through a comprehensive, real-time view of their category and inspiration from best-in-class creative. The relaunched product builds on the strength of System1's proprietary Premium database, which has been developed and expanded over the past six years. Advertisers can see not just how their campaigns perform, but how they stack up against competitors. Combining System1's market-leading emotional response data with continuous ad tracking refreshed daily, Test Your Ad Competitive Edge allows teams to benchmark, learn, and optimize creative faster than ever before. Spend data also helps guide smarter media investment. With Test Your Ad Competitive Edge, marketers can: Rank & Compare - With tracking and rankings across 11 sectors and 108 sub-c categories, Test Your Ad Competitive Edge enables brands to see how their ads perform versus competitors and category norms. Predict Impact - Access System1's proprietary Star, Spike and Fluency metrics, derived from real audiences that forecast brand growth and short-term sales. Shape Creative Strategy - With System1's FaceTrace®?, identify which emotional territories and creative approaches truly work. Discover Trends - AI search, timely notifications, and curated collections allow to stay ahead of the curated. Track & Report - View detailed reports, compare and share insights in minutes. Inform and Improve Future Creative - System1's consultancy service offers additional strategic insight as a premium, option add-on to help brands optimize existing and future creative. Annuncio • Oct 22
System1 Group PLC Remains Earnings Guidance for the Year 2026 System1 Group PLC remains earnings guidance for the year 2026. For the year, the company remains revenue for FY26 is expected to be broadly in line with the £37 million achieved in FY25. Annuncio • Sep 23
System1 Group PLC to Report First Half, 2026 Results on Dec 02, 2025 System1 Group PLC announced that they will report first half, 2026 results on Dec 02, 2025 Annuncio • Jul 10
System1 Group PLC, Annual General Meeting, Sep 24, 2025 System1 Group PLC, Annual General Meeting, Sep 24, 2025. Annuncio • Apr 23
System1 Group PLC to Report Fiscal Year 2025 Results on Jul 09, 2025 System1 Group PLC announced that they will report fiscal year 2025 results at 8:00 AM, GMT Standard Time on Jul 09, 2025 Valuation Update With 7 Day Price Move • Oct 30
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to €6.85, the stock trades at a trailing P/E ratio of 36.8x. Average forward P/E is 13x in the Media industry in Germany. Total returns to shareholders of 248% over the past year. New Risk • Oct 29
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: €89.8m (US$97.1m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.9% average weekly change). Market cap is less than US$100m (€89.8m market cap, or US$97.1m). Annuncio • Sep 26
System1 Group plc Approves Final Cash Dividend for the Financial Year 2023/2024 System1 Group PLC announced the result of the Company's AGM that was held on 25 September 2024. To company declared a final dividend of 5 pence per share on each of the Company's ordinary shares for the financial year 2023/2024. Valuation Update With 7 Day Price Move • Aug 02
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to €9.45, the stock trades at a trailing P/E ratio of 48.1x. Average forward P/E is 13x in the Media industry in Germany. Total returns to shareholders of 411% over the past year. Annuncio • Jul 05
System1 Group PLC Proposes Dividend for the Fiscal Year 2024, Payable on 18 October 2024 In April 2024 the Board of System1 Group PLC announced its intention to resume paying dividends, in line with the existing policy to distribute 30-40% of after-tax earnings through the cycle. At this stage the Board expect this to be through the declaration of a single ordinary dividend each year alongside the Company's full year results. The Board is proposing a dividend of 5.0 pence per share for FY24 (record date 27 September 2024) which will be put to the Group's annual general meeting on 25 September 2024 and will be payable on 18 October 2024. Annuncio • Jul 04
System1 Group PLC, Annual General Meeting, Sep 25, 2024 System1 Group PLC, Annual General Meeting, Sep 25, 2024. Annuncio • Jun 28
System1 Group PLC to Report Fiscal Year 2024 Results on Jul 03, 2024 System1 Group PLC announced that they will report fiscal year 2024 results at 8:00 AM, GMT Standard Time on Jul 03, 2024 New Risk • Jun 23
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 6.6% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported September 2023 fiscal period end). Share price has been volatile over the past 3 months (7.3% average weekly change). Market cap is less than US$100m (€73.5m market cap, or US$78.6m). Valuation Update With 7 Day Price Move • May 31
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to €5.75, the stock trades at a trailing P/E ratio of 51.4x. Average forward P/E is 10x in the Media industry in Germany. Total returns to shareholders of 207% over the past year. Buy Or Sell Opportunity • Apr 16
Now 22% overvalued after recent price rise Over the last 90 days, the stock has risen 75% to €5.50. The fair value is estimated to be €4.52, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.8% over the last 3 years. Meanwhile, the company has become profitable. Valuation Update With 7 Day Price Move • Feb 10
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to €4.68, the stock trades at a trailing P/E ratio of 41.9x. Average forward P/E is 10x in the Media industry in Germany. Total returns to shareholders of 145% over the past year. Valuation Update With 7 Day Price Move • Jan 25
Investor sentiment improves as stock rises 28% After last week's 28% share price gain to €4.18, the stock trades at a trailing P/E ratio of 37.8x. Average forward P/E is 11x in the Media industry in Germany. Total returns to shareholders of 118% over the past year. Annuncio • Jan 24
System1 Group PLC Provides Revenue Guidance for the Fiscal Year 2024 System1 Group PLC provided revenue guidance for the fiscal year 2024. Revenue for the current financial year is expected to be at least £29 million compared to £23.4 million a year ago. Valuation Update With 7 Day Price Move • Dec 20
Investor sentiment improves as stock rises 23% After last week's 23% share price gain to €3.58, the stock trades at a trailing P/E ratio of 31.7x. Average forward P/E is 11x in the Media industry in Germany. Total returns to shareholders of 125% over the past year. Reported Earnings • Dec 09
First half 2024 earnings released: EPS: UK£0.049 (vs UK£0.017 loss in 1H 2023) First half 2024 results: EPS: UK£0.049 (up from UK£0.017 loss in 1H 2023). Revenue: UK£13.3m (up 27% from 1H 2023). Net income: UK£627.0k (up UK£837.0k from 1H 2023). Profit margin: 4.7% (up from net loss in 1H 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 8.4% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Media industry in Germany. New Risk • Dec 06
New major risk - Revenue and earnings growth Earnings have declined by 12% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 12% per year over the past 5 years. Minor Risks Profit margins are more than 30% lower than last year (1.7% net profit margin). Market cap is less than US$100m (€25.9m market cap, or US$27.9m). New Risk • Oct 26
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.9% average weekly change). Profit margins are more than 30% lower than last year (1.7% net profit margin). Market cap is less than US$100m (€27.7m market cap, or US$29.2m). Annuncio • Oct 24
System1 Group PLC to Report First Half, 2024 Results on Dec 06, 2023 System1 Group PLC announced that they will report first half, 2024 results on Dec 06, 2023 Annuncio • Sep 27
System1 Group PLC Provides Revenue Guidance for the Second Quarter and First Half Fiscal Year 2024 System1 Group PLC provided revenue guidance for the second quarter and first half fiscal year 2024. Total revenue for the first half fiscal year 2024 is expected to be approximately 25% higher than the comparable period in fiscal year 2023. Second quarter revenue is set to surpass the recent fiscal year 2023 fourth quarter peak and deliver double-digit growth on first quarter fiscal year 2024. Annuncio • Aug 31
System1 Group PLC, Annual General Meeting, Sep 27, 2023 System1 Group PLC, Annual General Meeting, Sep 27, 2023, at 09:00 Coordinated Universal Time. Location: at the offices of Reed Smith LLP at The Broadgate Tower, 20 Primrose Street, London EC2A 2RS London United Kingdom Agenda: To receive and adopt the financial statements of the Company for the financial year 2022/2023 and the reports of the directors and auditors on those financial statements; to receive, adopt and approve the directors' remuneration report for the financial year 2022/2023; to re-elect Mr John Kearon, who retires by rotation and offers himself for re-election by general meeting, as a director of the Company; to re-elect Ms Sophie Tomkins, who retires by rotation and offers herself for re-election by general meeting, as a director of the Company; to re-elect Mr Chris Willford, who retires by rotation and offers himself for re-election by general meeting, as a director of the Company; and to consider other matters. Reported Earnings • Aug 02
Full year 2023 earnings released: EPS: UK£0.032 (vs UK£0.074 in FY 2022) Full year 2023 results: EPS: UK£0.032 (down from UK£0.074 in FY 2022). Revenue: UK£23.4m (down 2.9% from FY 2022). Net income: UK£404.0k (down 58% from FY 2022). Profit margin: 1.7% (down from 4.0% in FY 2022). Revenue is forecast to grow 9.6% p.a. on average during the next 2 years, compared to a 4.6% growth forecast for the Media industry in Germany. Annuncio • Jul 13
System1 Group PLC to Report Fiscal Year 2023 Results on Aug 01, 2023 System1 Group PLC announced that they will report fiscal year 2023 results on Aug 01, 2023 New Risk • Jun 29
New major risk - Revenue and earnings growth Earnings have declined by 14% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 14% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported September 2022 fiscal period end). Share price has been volatile over the past 3 months (8.3% average weekly change). Market cap is less than US$100m (€22.4m market cap, or US$24.4m). Annuncio • May 04
System1 Group PLC Announces Board Changes System1 Group PLC announced that at the General Meeting held on April 21, 2023, the company approved the appointment of Stefan Barden as Executive Chairman and a Director of the Company. And the retirement of Philip Machray as a Non-Executive Director. Board Change • Dec 15
Less than half of directors are independent There are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Phil Machray was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Reported Earnings • Dec 01
First half 2023 earnings released: UK£1.70 loss per share (vs UK£0.088 profit in 1H 2022) First half 2023 results: UK£1.70 loss per share (down from UK£0.088 profit in 1H 2022). Revenue: UK£10.5m (down 15% from 1H 2022). Net loss: UK£210.0k (down 119% from profit in 1H 2022). Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 5.0% growth forecast for the Media industry in Germany. Annuncio • Nov 30
System1 Group PLC Provides Revenue Guidance for the Second Half of 2023 System1 Group PLC provides revenue guidance for the second half of 2023. For the Period, the company announced Second half of the year has started well, and expects second half revenue to exceed first half. Valuation Update With 7 Day Price Move • Nov 02
Investor sentiment deteriorated over the past week After last week's 15% share price decline to €2.00, the stock trades at a trailing P/E ratio of 23.9x. Average forward P/E is 10x in the Media industry in Germany. Reported Earnings • Sep 05
Full year 2022 earnings released: EPS: UK£0.074 (vs UK£0.13 in FY 2021) Full year 2022 results: EPS: UK£0.074 (down from UK£0.13 in FY 2021). Revenue: UK£24.1m (up 5.5% from FY 2021). Net income: UK£955.0k (down 44% from FY 2021). Profit margin: 4.0% (down from 7.4% in FY 2021). Revenue is forecast to grow 6.0% p.a. on average during the next 2 years, compared to a 5.1% growth forecast for the Media industry in Germany. Valuation Update With 7 Day Price Move • Sep 03
Investor sentiment deteriorated over the past week After last week's 16% share price decline to €2.38, the stock trades at a trailing P/E ratio of 28.5x. Average forward P/E is 12x in the Media industry in Germany. Valuation Update With 7 Day Price Move • Jul 19
Investor sentiment deteriorated over the past week After last week's 17% share price decline to €2.88, the stock trades at a trailing P/E ratio of 34x. Average forward P/E is 10x in the Media industry in Germany. Reported Earnings • Jul 13
Full year 2022 earnings released: EPS: UK£0.074 (vs UK£0.13 in FY 2021) Full year 2022 results: EPS: UK£0.074 (down from UK£0.13 in FY 2021). Revenue: UK£24.1m (up 5.5% from FY 2021). Net income: UK£955.0k (down 44% from FY 2021). Profit margin: 4.0% (down from 7.4% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to stay flat compared to a 9.0% growth forecast for the industry in Germany. Annuncio • Jun 28
System1 Group plc Announces Resignation of Jane Wakely as Non-Executive Director, Payable on July 15, 2022 System1 Group plc announced that Jane Wakely has informed the Board that due to increased international work commitments she will resign as a Non-Executive Director of the company with effect from July 15, 2022. Annuncio • May 27
System1 Group plc Announces Board Changes System1 Group plc announced that having completed nine years' service as a Non-Executive Director, Graham Blashill, Chairman, has informed the Board that he will not be seeking re-election at the Annual General Meeting later this year. At that time, Rupert Howell, Non-Executive Director and Chair of the Remuneration Committee will be appointed Chairman of System1 Group. The Company has on May 26, 2022, appointed Philip Machray to the Board of Directors of the Company as a Non-Executive Director with effect from May 27, 2022. Since 2021, Philip has been Chief Financial Officer of Merit Group PLC and a Non-Executive Director of Digitalbox, where he is Chairman of the Audit Committee. Buying Opportunity • Feb 23
Now 34% undervalued The stock has been flat over the last 90 days. The fair value is estimated to be UK£4.67, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.7% per annum over the last 3 years. The company has become profitable over the last year. Annuncio • Feb 22
System1 Group PLC Provides Earnings Guidance for the Final Quarter Ending March 31, 2022 System1 Group PLC provided earnings guidance for the final quarter ending March 31, 2022. For the period, the company announced total revenues expected to be over £1 million short of management's previous expectations. This is due to a sudden and unanticipated reduction in the forecast for bespoke consultancy project sales in the US. Valuation Update With 7 Day Price Move • Feb 16
Investor sentiment deteriorated over the past week After last week's 17% share price decline to €4.34, the stock trades at a trailing P/E ratio of 17.9x. Average forward P/E is 16x in the Media industry in Germany. 
