THG Plc

Report azionario LSE:THG

Capitalizzazione di mercato: UK£510.8m

THG Gestione

Criteri Gestione verificati 3/4

THG Il CEO è Matt Moulding, nominato in Jan2019, e ha un mandato di 7.33 anni. la retribuzione annua totale è £ 34.00K, composta da 70.6% di stipendio e 29.4% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 27.69% delle azioni della società, per un valore di £ 141.46M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 5.3 anni e 3.7 anni.

Informazioni chiave

Matt Moulding

Amministratore delegato

UK£34.0k

Compenso totale

Percentuale dello stipendio del CEO70.59%
Mandato del CEO7.3yrs
Proprietà del CEO27.7%
Durata media del management5.3yrs
Durata media del Consiglio di amministrazione3.7yrs

Aggiornamenti recenti sulla gestione

Recent updates

THG: Future Returns Will Depend On Media Expansion Outweighing Execution Risk

Analysts have trimmed their price targets for THG, citing a revised discount rate, modest adjustments to revenue growth and profit margin assumptions, and a higher future P/E of 4.37x, which together support a lower fair value closer to £0.26 per share. Analyst Commentary Recent Street research on insurers with similar business profiles highlights a cautious tone that is useful context for THG holders.

THG: Retail Media Data Partnerships Will Support Higher Future Earnings Multiple

Analysts have adjusted their price target on THG to £0.55 per share, reflecting updated assumptions around revenue growth, profit margins, and a higher future P/E multiple. Analyst Commentary Recent Street research on insurers and financials highlights how different analysts weigh valuation, growth expectations, and execution risk when setting price targets.

THG: Future Returns Will Depend On Balancing Media Expansion With Margin Discipline

Analysts have adjusted their view on THG with the price target moving modestly higher, reflecting updated assumptions around discount rate, revenue growth, profit margins and future P/E multiples, while still anchoring valuation at a fair value of £0.26 per share. Analyst Commentary Recent commentary around THG reflects a mixed backdrop for the shares, with some market participants reassessing valuation frameworks, execution risks and the balance between growth ambitions and profitability.

THG: Retail Media Data Partnerships Will Support Future Margin Upside

Analysts have inched their price target on THG higher by £1 to £208, reflecting updated assumptions around discount rates, profit margins and future P/E multiples. Analyst Commentary Recent research updates on THG point to a modest uplift in valuation assumptions, with the price target moving to $208 from $207.

THG: Retail Media Partnerships And Mature Turnaround Are Set To Support Upside

Narrative update Analysts have raised their price target on THG to £200, highlighting a more balanced risk and reward profile as the turnaround story matures and earlier gains are reflected in the valuation. Analyst Commentary Recent research on THG points to a more measured stance from the Street, with the focus shifting from early turnaround potential to how much of that story is already reflected in the share price.

THG: Future Returns Will Hinge On Execution As Upside Appears Limited

Analysts have nudged their THG price target slightly higher to about $0.26, citing a more balanced risk and reward profile as the turnaround story matures and valuation becomes more challenging at current levels. Analyst Commentary Bearish analysts acknowledge that THG’s turnaround story is further along, but they also argue that the easier gains may already be priced in.

What THG Plc's (LON:THG) P/S Is Not Telling You

Jan 30
What THG Plc's (LON:THG) P/S Is Not Telling You

THG: Balanced Risk Profile And Higher Fair Value Will Underpin Bullish Case

Analysts have lifted their fair value estimate for THG from about $0.50 to roughly $0.55 per share, reflecting a view that the stock's risk or reward profile is now more balanced as earlier gains from its turnaround story have largely been realized. Analyst Commentary Bullish Takeaways Bullish analysts see the current fair value move toward about $0.55 per share as consistent with a turnaround story that has largely played out, which can reduce uncertainty around execution.

THG: Updated Fair Value And 2025 Guidance Will Shape Balanced Outlook

Analysts have raised their fair value estimate for THG from £0.44 to £0.50, citing updated assumptions on discount rates, revenue growth, profit margins and future P/E. They state that, at current levels, these revisions leave risk and reward more evenly balanced.

THG: Future Returns Will Depend On Sustained Margin Execution

Analysts have raised their price target on THG from approximately $0.24 to $0.26 per share, citing a lower perceived risk profile and improving top line growth prospects despite slightly softer margin expectations. Analyst Commentary Recent Street research on THG highlights a more balanced, but still cautious, backdrop as the share price recovery narrows the upside from here.

Does THG (LON:THG) Have A Healthy Balance Sheet?

Dec 04
Does THG (LON:THG) Have A Healthy Balance Sheet?

THG: Continued Turnaround Progress Will Influence Sentiment Amid Balanced Outlook

Analysts have raised their price target for THG to 43 GBp from 24 GBp, citing emerging signs of improved performance. This supports a shift to a more neutral outlook.

THG: Recent Performance Improvements Will Shape Market Sentiment Amid Ongoing Challenges

Analysts have raised their price target for THG Plc to 43 GBp from 24 GBp. They cite indications of improved performance amid recent share price corrections. Analyst Commentary Recent research activity reflects shifting sentiment from analysts regarding THG Plc's valuation and outlook.

THG: Share Correction And Index Addition Will Drive Performance Recovery

Analysts increased their price target for THG Plc from 24 GBp to 43 GBp. They cited signs of improved company performance and recent share correction as key drivers for the upward revision. Analyst Commentary Recent analyst actions signal a notable shift in sentiment regarding THG Plc, with attention on both the company's ongoing efforts and underlying risks affecting its valuation.

Are Investors Undervaluing THG Plc (LON:THG) By 36%?

Oct 25
Are Investors Undervaluing THG Plc (LON:THG) By 36%?

FTSE 250 Transfer And Demerger Will Strengthen Business Performance

Analysts have raised their price target for THG. The updated fair value is now £0.44, up from £0.43, citing stronger projected revenue growth and signs of improved operational performance.

FTSE 250 Transfer And Demerger Will Strengthen Business Performance

The analyst price target for THG has been increased to 43 GBp from 24 GBp. This change reflects analysts' recognition of improved performance and a more favorable discounted growth outlook. Analyst Commentary Following the recent upward revision in THG's price target, analysts have provided their perspectives on the company's outlook and share performance.

THG Plc's (LON:THG) 30% Share Price Surge Not Quite Adding Up

Sep 28
THG Plc's (LON:THG) 30% Share Price Surge Not Quite Adding Up

FTSE 250 Transfer And Demerger Will Strengthen Business Performance

Consensus analyst price targets for THG have been revised downward from £0.412 to £0.402, primarily reflecting ongoing operational challenges, weaker margins, execution risks, and softer revenue forecasts. Analyst Commentary Bearish analysts are lowering price targets due to ongoing operational challenges within THG Plc, reflecting continued pressure on its core business performance.
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FTSE 250 Transfer And Demerger Will Strengthen Business Performance

THG's FTSE 250 Index move and demerger are set to boost liquidity and focus, enhancing revenue growth and EBITDA margins.

THG Plc (LON:THG) Stock Rockets 28% As Investors Are Less Pessimistic Than Expected

Dec 17
THG Plc (LON:THG) Stock Rockets 28% As Investors Are Less Pessimistic Than Expected

The Market Doesn't Like What It Sees From THG Plc's (LON:THG) Revenues Yet As Shares Tumble 25%

Oct 14
The Market Doesn't Like What It Sees From THG Plc's (LON:THG) Revenues Yet As Shares Tumble 25%

Investors Don't See Light At End Of THG Plc's (LON:THG) Tunnel

Aug 30
Investors Don't See Light At End Of THG Plc's (LON:THG) Tunnel

THG Plc's (LON:THG) Intrinsic Value Is Potentially 46% Above Its Share Price

Jun 02
THG Plc's (LON:THG) Intrinsic Value Is Potentially 46% Above Its Share Price

THG Plc's (LON:THG) Price Is Right But Growth Is Lacking

May 11
THG Plc's (LON:THG) Price Is Right But Growth Is Lacking

Is THG (LON:THG) Using Debt In A Risky Way?

Apr 11
Is THG (LON:THG) Using Debt In A Risky Way?

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Matt Moulding rispetto agli utili di THG?
DataCompenso totaleStipendioUtili della società
Dec 31 2025UK£34kUK£24k

-UK£64m

Sep 30 2025n/an/a

-UK£124m

Jun 30 2025n/an/a

-UK£184m

Mar 31 2025n/an/a

-UK£182m

Dec 31 2024UK£33kUK£23k

-UK£181m

Jun 30 2024n/an/a

-UK£38m

Mar 31 2024n/an/a

-UK£73m

Dec 31 2023UK£29kUK£23k

-UK£108m

Sep 30 2023n/an/a

-UK£408m

Jun 30 2023n/an/a

-UK£567m

Mar 31 2023n/an/a

-UK£553m

Dec 31 2022UK£33kUK£21k

-UK£540m

Sep 30 2022n/an/a

-UK£351m

Jun 30 2022n/an/a

-UK£162m

Mar 31 2022n/an/a

-UK£150m

Dec 31 2021UK£453kUK£20k

-UK£138m

Sep 30 2021n/an/a

-UK£352m

Jun 30 2021n/an/a

-UK£567m

Mar 31 2021n/an/a

-UK£550m

Dec 31 2020UK£870mUK£463k

-UK£533m

Dec 31 2019UK£6mUK£269k

-UK£44m

Compensazione vs Mercato: La retribuzione totale di Matt ($USD 45.95K ) è inferiore alla media delle aziende di dimensioni simili nel mercato UK ($USD 1.59M ).

Compensazione vs guadagni: La retribuzione di Matt è aumentata nonostante l'azienda non sia redditizia.

AMMINISTRATORE DELEGATO

Matt Moulding (53 yo)

7.3yrs
Mandato
UK£34,000
Compensazione

Mr. Matthew John Moulding, also known as Matt, serves as Chief Executive Officer of THG Plc since 2008 and also serves as its Director since June 24, 2008. He had been Executive Chairman of THG Plc (former...

Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Matthew Moulding
CEO & Director7.3yrsUK£34.00k27.69%
£ 141.5m
Damian Sanders
CFO & Director3.3yrsUK£506.00k0.022%
£ 111.6k
Schalk van Merwe
Chief Technology Officerno dataNessun datoNessun dato
James Pochin
General Counsel & Company Secretary15.3yrsUK£12.77mNessun dato
Matt Rothwell
Deputy Group CFOno dataNessun datoNessun dato
Viki Tahmasebi
Group Communications & Portfolio CEOno dataUK£3.40mNessun dato
Tom Killeen
Chief Operating Officer of THG Ingenuityno dataNessun datoNessun dato
Melissa Labelle
Managing Director of Studiosno dataNessun datoNessun dato
Clare Clark
Group Director of Sustainability1.4yrsNessun datoNessun dato
Steven Whitehead
Group Commercial Directorno dataUK£20.13mNessun dato
5.3yrs
Durata media
46yo
Età media

Gestione esperta: Il team dirigenziale di THG è esperto e expertise (durata media dell'incarico 5.3 anni).

Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Matthew Moulding
CEO & Director17.9yrsUK£34.00k27.69%
£ 141.5m
Damian Sanders
CFO & Director3.3yrsUK£506.00k0.022%
£ 111.6k
Edward Koopman
Non-Executive Director10yrsUK£38.00kNessun dato
Charles Allen
Independent Non-Executive Chair4.2yrsUK£441.00k0.16%
£ 793.6k
Susan Mair
Senior Independent Director3.1yrsUK£138.00k0.010%
£ 53.5k
Dean Moore
Independent Non-Executive Director3.7yrsUK£103.00k0.0032%
£ 16.6k
Gillian Dawn Kent
Independent Non-Executive Director3.7yrsUK£108.00k0.0033%
£ 16.7k
Helen Jones
Non-Executive Director2.9yrsUK£103.00k0.0082%
£ 41.7k
Milyae Park
Independent Non-Executive Director1.3yrsUK£78.00kNessun dato
3.7yrs
Durata media
63yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di THG sono considerati esperti (durata media dell'incarico 3.7 anni).

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/05 11:06
Prezzo dell'azione a fine giornata2026/05/01 00:00
Utili2025/12/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

THG Plc è coperta da 12 analisti. 4 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Aneesha ShermanBernstein
Alexander Richard OkinesBNP Paribas
Adam GildeaBofA Global Research