SThree plc

LSE:STEM 株式レポート

時価総額:UK£209.1m

SThree 将来の成長

Future 基準チェック /26

SThree利益と収益がそれぞれ年間16.3%と1.5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に11.2% 18.1%なると予測されています。

主要情報

16.3%

収益成長率

18.12%

EPS成長率

Professional Services 収益成長11.0%
収益成長率1.5%
将来の株主資本利益率11.18%
アナリストカバレッジ

Low

最終更新日30 Apr 2026

今後の成長に関する最新情報

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...

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...

業績と収益の成長予測

LSE:STEM - アナリストの将来予測と過去の財務データ ( )GBP Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
11/30/20281,3582520363
11/30/20271,2951616303
11/30/20261,263717333
11/30/20251,302185362N/A
8/31/20251,340233343N/A
5/31/20251,378291225N/A
2/28/20251,436391932N/A
11/30/20241,493502740N/A
8/31/20241,547533648N/A
5/31/20241,601564656N/A
2/29/20241,632565463N/A
11/30/20231,663566170N/A
8/31/20231,678536976N/A
5/31/20231,692507782N/A
2/28/20231,666526064N/A
11/30/20221,639544246N/A
8/31/20221,56455N/AN/AN/A
5/31/20221,488553336N/A
2/28/20221,409493437N/A
11/30/20211,331423538N/A
8/31/20211,27636N/AN/AN/A
5/31/20211,222303641N/A
2/28/20211,212244954N/A
11/30/20201,203196167N/A
5/31/20201,267336773N/A
2/29/20201,296375256N/A
11/30/20191,325413640N/A
8/31/20191,33540N/A31N/A
5/31/20191,32538N/A22N/A
2/28/20191,29236N/A19N/A
11/30/20181,25834N/A16N/A
8/31/20181,21930N/A17N/A
5/31/20181,18026N/A19N/A
2/28/20181,14727N/A24N/A
11/30/20171,11528N/A29N/A
8/31/20171,07630N/A35N/A
5/31/20171,03732N/A41N/A
2/28/201799930N/A38N/A
11/30/201696027N/A34N/A
8/31/201692427N/A35N/A
5/31/201688926N/A36N/A
2/29/201686927N/A41N/A
11/30/201584927N/A46N/A
8/31/201582923N/A37N/A

アナリストによる今後の成長予測

収入対貯蓄率: STEMの予測収益成長率 (年間16.3% ) は 貯蓄率 ( 3.4% ) を上回っています。

収益対市場: STEMの収益 ( 16.3% ) はUK市場 ( 11.5% ) よりも速いペースで成長すると予測されています。

高成長収益: STEMの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: STEMの収益 ( 1.5% ) UK市場 ( 4.5% ) よりも低い成長が予測されています。

高い収益成長: STEMの収益 ( 1.5% ) 20%よりも低い成長が予測されています。


一株当たり利益成長率予想


将来の株主資本利益率

将来のROE: STEMの 自己資本利益率 は、3年後には低くなると予測されています ( 11.2 %)。


成長企業の発掘

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2026/06/09 16:19
終値2026/06/09 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 BaylissBerenberg
James GilbertCanaccord Genuity
Steven WoolfDeutsche Bank