SThree（STEM）株式概要
SThree plcはその子会社とともに、オーストリア、ドイツ、スイス、米国、オランダ、スペイン、英国、ベルギー、フランス、日本、アラブ首長国連邦、および国際的に人材コンサルティングサービスを提供している。 詳細
STEM Community Fair Values
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Analyst Price Targets
Top Community Narratives
UK£4.9
FV
65.1% 割安 内在価値ディスカウント34.84%
Revenue growth p.a.
29
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SThree plc 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | UK£1.71 |
| 52週高値 | UK£2.55 |
| 52週安値 | UK£1.32 |
| ベータ | 0.64 |
| 1ヶ月の変化 | -2.73% |
| 3ヶ月変化 | -1.84% |
| 1年変化 | -27.16% |
| 3年間の変化 | -53.27% |
| 5年間の変化 | -62.30% |
| IPOからの変化 | -16.48% |
最新ニュース
新しいナラティブ • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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).Recent updates
新しいナラティブ • 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.ナラティブの更新 • 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.ナラティブの更新 • 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).
ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • Apr 25
SThree (LON:STEM) Is Paying Out A Larger Dividend Than Last Year
SThree plc ( LON:STEM ) will increase its dividend from last year's comparable payment on the 7th of June to £0.116...分析記事 • Apr 04
SThree (LON:STEM) Is Paying Out A Larger Dividend Than Last Year
SThree plc's ( LON:STEM ) dividend will be increasing from last year's payment of the same period to £0.116 on 7th of...分析記事 • Feb 22
SThree's (LON:STEM) Dividend Will Be Increased To £0.116
SThree plc ( LON:STEM ) has announced that it will be increasing its dividend from last year's comparable payment on...分析記事 • Feb 02
SThree (LON:STEM) Is Increasing Its Dividend To £0.116
SThree plc ( LON:STEM ) has announced that it will be increasing its dividend from last year's comparable payment on...株主還元
| STEM | GB Professional Services | GB 市場 | |
|---|---|---|---|
| 7D | 0.2% | -3.8% | -0.8% |
| 1Y | -27.2% | -32.2% | 15.5% |
業界別リターン: STEM過去 1 年間で-32.2 % の収益を上げたUK Professional Services業界を上回りました。
リターン対市場: STEMは、過去 1 年間で15.5 % のリターンを上げたUK市場を下回りました。
価格変動
| STEM volatility | |
|---|---|
| STEM Average Weekly Movement | 5.2% |
| Professional Services Industry Average Movement | 5.6% |
| Market Average Movement | 5.6% |
| 10% most volatile stocks in GB Market | 11.7% |
| 10% least volatile stocks in GB Market | 3.1% |
安定した株価: STEM 、 UK市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: STEMの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1986 | 2,350 | Timo Lehne | www.sthree.com |
SThree plcは、その子会社とともに、オーストリア、ドイツ、スイス、米国、オランダ、スペイン、英国、ベルギー、フランス、日本、アラブ首長国連邦、および国際的に人材コンサルティングサービスを提供している。コンピュータ・フューチャーズ、プログレッシブ、リアル、ハクスレー、グローバル・エンタープライズ・パートナーズ、JPグレイ、マディソン・ブラックのブランド名で、科学、技術、エンジニアリング、数学の各業界にアドバイス、専門家チームの編成、プロジェクト・ソリューションを提供している。また、採用、人事、サポート、管理サービスも提供している。同社は1986年に設立され、英国ロンドンに本社を置いている。
SThree plc 基礎のまとめ
| STEM 基礎統計学 | |
|---|---|
| 時価総額 | UK£211.61m |
| 収益（TTM） | UK£17.67m |
| 売上高(TTM) | UK£1.30b |
12.0x
PER（株価収益率0.2x
P/SレシオSTEM は割高か？
公正価値と評価分析を参照収益と収入
| STEM 損益計算書（TTM） | |
|---|---|
| 収益 | UK£1.30b |
| 売上原価 | UK£979.51m |
| 売上総利益 | UK£322.70m |
| その他の費用 | UK£305.02m |
| 収益 | UK£17.67m |
直近の収益報告
Nov 30, 2025
次回決算日
Jul 21, 2026
| 一株当たり利益（EPS） | 0.14 |
| グロス・マージン | 24.78% |
| 純利益率 | 1.36% |
| 有利子負債／自己資本比率 | 0% |
STEM の長期的なパフォーマンスは？
過去の実績と比較を見る| SThree 配当日 | |
|---|---|
| 配当落ち日 | May 14 2026 |
| 配当支払日 | Jun 12 2026 |
| 配当落ちまでの日数 | 30 days |
| 配当支払日までの日数 | 1 day |
STEM 配当は確実ですか？
STEM 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/12 23:20 |
| 終値 | 2026/06/12 00:00 |
| 収益 | 2025/11/30 |
| 年間収益 | 2025/11/30 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
SThree plc 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。13
| アナリスト | 機関 |
|---|---|
| James Bayliss | Berenberg |
| James Gilbert | Canaccord Genuity |
| Steven Woolf | Deutsche Bank |