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The Sage Group plcLSE:SGE 株式レポート

時価総額 UK£8.8b
1日前に更新
株価
n/a
1Y-9.2%
7D-8.4%
1D-0.4%
ポートフォリオ価値
​
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The Sage Group plc

LSE:SGE 株式レポート

時価総額:UK£8.8b

  • 会社概要
  • 評価
  • 将来の成長
  • 過去の実績
  • 財務の健全性
  • 配当金
  • マネジメント
  • 所有権
  • その他の情報
  • 株式コミュニティ

Sage Group(SGE)株式概要

セージ・グループ plc はその子会社とともに、北米、欧州、英国、アイルランド、アフリカ、アジア太平洋地域の中小企業向けにテクノロジー・ソリューションとサービスを提供している。 詳細

SGE ファンダメンタル分析
スノーフレーク・スコア
評価4/6
将来の成長4/6
過去の実績5/6
財務の健全性2/6
配当金5/6

報酬

当社が推定した公正価値より26.2%で取引されている

収益は年間12.55%増加すると予測されています

過去1年間で収益は11%増加しました

2.29%の安定した配当金を支払う

リスク分析

多額の負債を抱えている


SGE Community Fair Values

Create Narrative

See what 61 others think this stock is worth. Follow their fair value or set your own to get alerts.

Analyst Price Targets

AN
AnalystLowTarget
11.2% 割高 内在価値ディスカウント
AnalystLowTarget
•25d ago

Cloud Adoption Lag And SaaS Rivalry Will Undermine Valuation

143
0
6
AN
AnalystConsensusTarget
12.5% 割安 内在価値ディスカウント
AnalystConsensusTarget
•8d ago

GenAI-Powered Assistant And Market Expansion Will Improve Customer Engagement

197
0
28
AN
AnalystHighTarget
26.6% 割安 内在価値ディスカウント
AnalystHighTarget
•2mo ago

Digital Transformation And Cloud Adoption Will Empower Global SMEs

57
0
3

Top Analyst Narratives

AN
AnalystLowTarget
11.2% 割高 内在価値ディスカウント
AnalystLowTarget
•25d ago

Cloud Adoption Lag And SaaS Rivalry Will Undermine Valuation

143
0
6
AN
AnalystConsensusTarget
12.5% 割安 内在価値ディスカウント
AnalystConsensusTarget
•8d ago

GenAI-Powered Assistant And Market Expansion Will Improve Customer Engagement

197
0
28
AN
AnalystHighTarget
26.6% 割安 内在価値ディスカウント
AnalystHighTarget
•2mo ago

Digital Transformation And Cloud Adoption Will Empower Global SMEs

57
0
3
View all narratives

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価格と性能

株価の高値、安値、推移の概要Sage Group
過去の株価
現在の株価UK£9.80
52週高値UK£11.81
52週安値UK£7.72
ベータ0.33
1ヶ月の変化-5.74%
3ヶ月変化19.72%
1年変化-9.24%
3年間の変化-5.70%
5年間の変化32.41%
IPOからの変化27,134.82%

最新ニュース

User avatar
ナラティブ更新 • Sep 03

SGE: Fair Value, AI Adoption And Execution Will Shape Future Returns

The updated analyst price target for Sage Group reflects a modest fair value increase to £11.20 from £10.79. This is supported by Street research that has raised price targets into a £1,000 to £1,245 range and cites steadier discount rate assumptions, slightly higher revenue growth expectations and a marginally higher future P/E multiple.
User avatar
ナラティブ更新 • Aug 17

SGE: Rich Pricing Will Test Execution After Modest Assumption Upgrades

The analyst fair value estimate for Sage Group has increased from £8.50 to about £8.81, reflecting revised price targets across the Street that cluster between £9.00 and £11.65 as analysts factor in updates to revenue growth, profit margins and future P/E assumptions. Analyst Commentary Recent Street research on Sage Group shows a wide range of views on the stock, with several firms adjusting price targets over the past few months.
User avatar
ナラティブ更新 • Aug 03

SGE: Rich Pricing Will Test Deliveries After Raised Growth Assumptions

The analyst price target for Sage Group is updated higher by £0.11 per share, with recent research citing revised growth assumptions, a slightly lower discount rate, and modestly adjusted profit expectations as key drivers. Analyst Commentary Recent Street research on Sage Group shows a cluster of higher price targets, but there are still pockets of caution that readers should keep in mind.
User avatar
ナラティブ更新 • Jun 29

SGE: AI Adoption And Capital Returns Will Support Future Share Price Upside

The updated Sage Group narrative reflects a lower implied price target, moving in line with recent Street revisions, such as JPMorgan's cut to £10.00 from £11.00 and Deutsche Bank's trim to £9.00. It also incorporates analyst views on moderating growth assumptions, a slightly higher discount rate, and a reduced future P/E multiple, offset by a small uplift in margin expectations.

Recent updates

User avatar
ナラティブ更新 • Sep 03

SGE: Fair Value, AI Adoption And Execution Will Shape Future Returns

The updated analyst price target for Sage Group reflects a modest fair value increase to £11.20 from £10.79. This is supported by Street research that has raised price targets into a £1,000 to £1,245 range and cites steadier discount rate assumptions, slightly higher revenue growth expectations and a marginally higher future P/E multiple.
User avatar
ナラティブ更新 • Aug 17

SGE: Rich Pricing Will Test Execution After Modest Assumption Upgrades

The analyst fair value estimate for Sage Group has increased from £8.50 to about £8.81, reflecting revised price targets across the Street that cluster between £9.00 and £11.65 as analysts factor in updates to revenue growth, profit margins and future P/E assumptions. Analyst Commentary Recent Street research on Sage Group shows a wide range of views on the stock, with several firms adjusting price targets over the past few months.
User avatar
ナラティブ更新 • Aug 03

SGE: Rich Pricing Will Test Deliveries After Raised Growth Assumptions

The analyst price target for Sage Group is updated higher by £0.11 per share, with recent research citing revised growth assumptions, a slightly lower discount rate, and modestly adjusted profit expectations as key drivers. Analyst Commentary Recent Street research on Sage Group shows a cluster of higher price targets, but there are still pockets of caution that readers should keep in mind.
User avatar
ナラティブ更新 • Jun 29

SGE: AI Adoption And Capital Returns Will Support Future Share Price Upside

The updated Sage Group narrative reflects a lower implied price target, moving in line with recent Street revisions, such as JPMorgan's cut to £10.00 from £11.00 and Deutsche Bank's trim to £9.00. It also incorporates analyst views on moderating growth assumptions, a slightly higher discount rate, and a reduced future P/E multiple, offset by a small uplift in margin expectations.
User avatar
ナラティブ更新 • Jun 15

SGE: AI Rollout And Buybacks Will Support Durable Long Term Upside

Narrative Update on Sage Group Analysts have trimmed the central price target framework for Sage Group, with the fair value marker moving from about £15.22 to £13.34. This broadly aligns with recent Street price target cuts toward £9.00 and lower P/E assumptions, even as some research points to more supportive views around margins and a higher £11.65 target from other firms.
User avatar
ナラティブ更新 • Jun 01

SGE: AI Rollout And Buybacks Will Shape Balanced Outlook After Mixed Repricing

Sage Group’s updated analyst price target now sits around £8.61 per share, down from about £8.77, as analysts factor in reduced revenue growth assumptions, slightly higher discount rates, and mixed Street views that include recent target cuts alongside at least one upgrade to Buy. Analyst Commentary Recent research on Sage Group reflects a split view, with some analysts taking a more cautious stance while others remain constructive.
User avatar
ナラティブ更新 • May 17

SGE: AI Rollout And Buyback Will Shape Measured Outlook After Cautious Repricing

Analysts have adjusted Sage Group's fair value estimate from about £8.50 to roughly £8.77 per share, aligning with recent price target changes to £11.50 from £13.00 as they factor in updated assumptions for discount rates, revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent Street research on Sage Group has leaned more cautious, with price targets adjusted to reflect what bearish analysts see as a less generous backdrop for valuation and execution.
User avatar
ナラティブ更新 • May 01

SGE: Mixed Views On AI Rollout And Buyback Will Shape Future Upside

Analysts have trimmed Sage Group's fair value estimate to £8.50 from £9.00, reflecting recent reductions in Street price targets to around £11.50 and updated assumptions on discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Recent Street research has tilted more cautious on Sage Group, with several Bearish analysts cutting price targets and reassessing the risk and reward trade off.
User avatar
ナラティブ更新 • Apr 16

SGE: Banking Partnerships And Share Buybacks Will Support Future Share Price Upside

Narrative Update The analyst price target for Sage Group has been reduced by £200, with analysts attributing this change to a lower fair value estimate, a reduced future P/E assumption and updated margin expectations. Analyst Commentary Recent research on Sage Group has focused on recalibrating valuation assumptions rather than making wholesale changes to the fundamental story.
User avatar
ナラティブ更新 • Apr 01

SGE: Mixed Research Views And Partnerships Will Shape Future Upside Potential

Analysts have reduced Sage Group's fair value estimate from £9.50 to £9.00. This reflects recent price target revisions from £14.00 to £11.50, along with mixed updates that balance slightly adjusted growth, margin and future P/E assumptions.
User avatar
ナラティブ更新 • Mar 18

SGE: Cloud Partnerships And Buybacks Will Support Durable Long Term Upside

Analysts have trimmed the Sage Group fair value estimate from about £16.20 to roughly £15.22, citing lower price targets such as Citi's move to £11.50 per share, alongside more supportive views from other firms that still regard the company's growth outlook as attractively priced at current levels. Analyst Commentary Recent research shows a mixed but generally constructive tone around Sage Group, with some trimming of upside targets alongside fresh upgrades that point to confidence in the current share price as an entry point.
User avatar
ナラティブ更新 • Mar 04

SGE: Upgrades And Execution Will Shape Future Upside Potential

Analysts have nudged their blended price target for Sage Group to £1,425, up £25, citing what they see as attractively priced growth and slight tweaks to assumptions around the discount rate, revenue growth, margins and future P/E. Analyst Commentary Recent research points to what some analysts see as attractively priced growth for Sage Group at current share levels, with price targets such as £1,425 being cited as consistent with this view.
User avatar
ナラティブ更新 • Feb 18

SGE: Embedded Banking Partnerships Will Support Further Share Price Upside

The analyst price target for Sage Group has been adjusted to £1,250 from £1,350, as analysts refine fair value, discount rate, growth, margin and P/E assumptions in light of recent mixed research that includes both upgrades and a reduced target. Analyst Commentary Recent research on Sage Group reflects a mix of optimism on growth prospects and caution on valuation and execution, which helps explain the adjustment in the consensus price target.
User avatar
ナラティブ更新 • Feb 03

SGE: Mixed Rating Signals And Execution Risks Will Shape Future Fair Value Outlook

The analyst price target for Sage Group has shifted to £12.50 from £13.50, as analysts balance softer assumptions around future P/E with still supportive views on revenue growth, margins and recent upgrades that present current growth as attractively priced and the shares as undervalued. Analyst Commentary Recent Street research shows a mixed but generally constructive stance on Sage Group, with several firms adjusting price targets while reiterating positive views on the business model and revenue profile.
分析記事 • Feb 02

Subdued Growth No Barrier To The Sage Group plc's (LON:SGE) Price

When close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") below 16x, you may...
分析記事 • Jan 21

Estimating The Fair Value Of The Sage Group plc (LON:SGE)

Key Insights Sage Group's estimated fair value is UK£11.44 based on 2 Stage Free Cash Flow to Equity With UK£10.42...
User avatar
ナラティブ更新 • Jan 20

SGE: Durable Model And Capital Returns Will Support Further Share Price Upside

Narrative update on Sage Group The updated analyst price target for Sage Group reflects a modest fair value adjustment to £13.02. Analysts point to recent mixed target changes across £12.50 to £14.25 and differing views on growth, valuation and the durability of its model.
分析記事 • Jan 07

Sage Group's (LON:SGE) Shareholders Will Receive A Bigger Dividend Than Last Year

The Sage Group plc ( LON:SGE ) has announced that it will be increasing its dividend from last year's comparable...
User avatar
ナラティブ更新 • Jan 06

SGE: Mixed Rating Signals And Execution Risks Will Shape Fair Value Outlook

We have trimmed our fair value estimate for Sage Group from £10.50 to £10.00 per share. This reflects analysts' mixed price target revisions around £12.50 to £13.50, which weigh a higher discount rate and slightly lower margin expectations against steady growth assumptions and a more moderate future P/E of about 22.4x.
分析記事 • Dec 29

Does Sage Group (LON:SGE) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Dec 16

Sage Group (LON:SGE) Is Increasing Its Dividend To £0.144

The Sage Group plc ( LON:SGE ) will increase its dividend from last year's comparable payment on the 10th of February...
User avatar
ナラティブ更新 • Dec 15

SGE: Cloud Transition And Buybacks Will Support Durable Long Term Upside

Analysts now set a modestly higher fair value for Sage Group at approximately £16.20 per share, up from about £16.00. This reflects confidence in its durable growth model and recent earnings delivery, even as they factor in slightly slower revenue growth and margin expectations.
分析記事 • Dec 06

Analyst Estimates: Here's What Brokers Think Of The Sage Group plc (LON:SGE) After Its Annual Report

The full-year results for The Sage Group plc ( LON:SGE ) were released last week, making it a good time to revisit its...
User avatar
ナラティブ更新 • Dec 01

SGE: Share Buyback and New Dividend Plan Set to Drive Upside

Analysts have revised Sage Group's price target downward from £13.49 to £13.23 per share. This reflects a modest reduction as they incorporate mixed views on growth prospects and recent updates to revenue and discount rate assumptions.
分析記事 • Nov 30

Sage Group (LON:SGE) Is Increasing Its Dividend To £0.144

The Sage Group plc ( LON:SGE ) will increase its dividend from last year's comparable payment on the 10th of February...
分析記事 • Nov 22

The Sage Group plc (LON:SGE) Annual Results Just Came Out: Here's What Analysts Are Forecasting For This Year

The Sage Group plc ( LON:SGE ) shareholders are probably feeling a little disappointed, since its shares fell 2.3% to...
分析記事 • Nov 12

Returns On Capital At Sage Group (LON:SGE) Have Hit The Brakes

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...
分析記事 • Sep 13

Should You Be Adding Sage Group (LON:SGE) To Your Watchlist Today?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
User avatar
新しいナラティブ • Nov 24

AI Integration And Global Expansion Propel Exciting Revenue Growth And Market Opportunities

Sage is advancing AI integration to boost operational efficiency and customer engagement, fostering revenue growth through adoption and retention.

株主還元

SGEGB SoftwareGB 市場
7D-8.4%-6.4%-2.2%
1Y-9.2%-14.4%14.4%

業界別リターン: SGE過去 1 年間で-14.4 % の収益を上げたUK Software業界を上回りました。

リターン対市場: SGEは、過去 1 年間で14.4 % のリターンを上げたUK市場を下回りました。

価格変動

Is SGE's price volatile compared to industry and market?
SGE volatility
SGE Average Weekly Movement5.4%
Software Industry Average Movement5.3%
Market Average Movement4.9%
10% most volatile stocks in GB Market10.3%
10% least volatile stocks in GB Market2.6%

安定した株価: SGE 、 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: SGE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
198111,094Steve Harewww.sage.com

セージ・グループ plc はその子会社とともに、北米、欧州、英国、アイルランド、アフリカ、アジア太平洋地域の中小企業向けにテクノロジー・ソリューションとサービスを提供している。中堅・成長企業向けのクラウド会計・財務管理ソフトウェアSage Intacct、人事・給与統合ソリューションSage People、拡張可能な管理ソリューションSage 200、柔軟で直感的なオーダーメイドのビジネスソリューションSage X3、請求書発行、キャッシュフロー、税務などをどこからでも管理できるクラウドソフトウェアSage Accountingを提供している。中小企業に最適なSage Payroll、中小企業向けのSage HRは、記録管理、休暇管理、スタッフのスケジュール管理、経費サービスなどを提供する。また、会計、在庫、支払いを管理するSage 50 accountsやSage 50 payrollも提供している。セージ・グループplcは、以前はプロイファイナル・パブリック・リミテッド・カンパニーとして知られ、1988年9月にセージ・グループplcに社名を変更した。同社は1981年に設立され、英国のニューカッスル・アポン・タインに本社を置いている。

The Sage Group plc 基礎のまとめ

Sage Group の収益と売上を時価総額と比較するとどうか。
SGE 基礎統計学
時価総額UK£8.79b
収益(TTM)UK£385.00m
売上高(TTM)UK£2.63b
22.8x
PER(株価収益率
3.3x
P/Sレシオ

SGE は割高か?

公正価値と評価分析を参照

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
SGE 損益計算書(TTM)
収益UK£2.63b
売上原価UK£196.00m
売上総利益UK£2.44b
その他の費用UK£2.05b
収益UK£385.00m

直近の収益報告

Mar 31, 2026

次回決算日

Nov 19, 2026

一株当たり利益(EPS)0.43
グロス・マージン92.56%
純利益率14.62%
有利子負債/自己資本比率868.6%

SGE の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

2.3%
現在の配当利回り
56%
配当性向

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2026/09/10 07:20
終値2026/09/10 00:00
収益2026/03/31
年間収益2025/09/30

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
  • SECフォーム10-K
  • SECフォーム10-Q
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
  • アナリストリサーチレポート
  • Blue Matrix
市場価格30年
  • 株価
  • 配当、分割、措置
  • ICEマーケットデータ
  • SECフォームS-1
所有権10年
  • トップ株主
  • インサイダー取引
  • SECフォーム4
  • SECフォーム13D
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
  • SECフォーム10-K
  • SECフォームDEF 14A
主な進展10年
  • 会社からのお知らせ
  • SECフォーム8-K

* 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

この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

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 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

The Sage Group plc 18 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。36

アナリスト機関
Alexander ToutArete Research Services LLP
Knut WollerBaader Helvea Equity Research
Sven MerktBarclays

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