The Sage Group plc

LSE:SGE 株式レポート

時価総額：UK£8.1b

Sage Group 将来の成長

Future 基準チェック /36

Sage Group利益と収益がそれぞれ年間11.8%と7.9%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75.5% 13%なると予測されています。

主要情報

11.8%

収益成長率

12.95%

EPS成長率

Software 収益成長15.2%
収益成長率7.9%
将来の株主資本利益率75.53%
アナリストカバレッジ

Good

最終更新日06 May 2026

今後の成長に関する最新情報

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...
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...

Recent updates

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.
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.
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.
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.
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.
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.
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...
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...
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...
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...
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...
分析記事 • Sep 01

A Look At The Fair Value Of The Sage Group plc (LON:SGE)

Key Insights Sage Group's estimated fair value is UK£10.44 based on 2 Stage Free Cash Flow to Equity Sage Group's...
分析記事 • Aug 20

The Sage Group plc's (LON:SGE) Price In Tune With Earnings

LSE:SGE 1 Year Share Price vs Fair Value Explore Sage Group's Fair Values from the Community and select yours The Sage...
分析記事 • Jul 27

Here's What To Make Of Sage Group's (LON:SGE) Decelerating Rates Of Return

There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
分析記事 • Jul 13

Here's Why Sage Group (LON:SGE) Can Manage Its Debt Responsibly

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
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.

業績と収益の成長予測

LSE:SGE - 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
9/30/20283,25355566870215
9/30/20272,99349960964818
9/30/20262,75043854059718
9/30/20252,513369469528N/A
6/30/20252,468358471530N/A
3/31/20252,422347473531N/A
12/31/20242,377335464511N/A
9/30/20242,332323454491N/A
6/30/20242,291295420451N/A
3/31/20242,249267385411N/A
12/31/20232,217239375399N/A
9/30/20232,184211365387N/A
6/30/20232,142210322353N/A
3/31/20232,100208278319N/A
12/31/20222,024234256302N/A
9/30/20221,947260233285N/A
6/30/20221,895276254302N/A
3/31/20221,843291274319N/A
12/31/20211,845288297348N/A
9/30/20211,846285320376N/A
6/30/20211,856259323376N/A
3/31/20211,865232325376N/A
12/31/20201,884271346391N/A
9/30/20201,903310366406N/A
6/30/20201,929323380420N/A
3/31/20201,954336394434N/A
12/31/20191,945301412453N/A
9/30/20191,936266430472N/A
6/30/20191,920290N/A485N/A
3/31/20191,904314N/A498N/A
12/31/20181,875305N/A446N/A
9/30/20181,846295N/A393N/A
6/30/20181,810276N/A344N/A
3/31/20181,774256N/A295N/A
12/31/20171,745257N/A299N/A
9/30/20171,715257N/A302N/A
6/30/20171,655242N/A306N/A
3/31/20171,595226N/A309N/A
12/31/20161,517207N/A297N/A
9/30/20161,439188N/A285N/A
6/30/20161,421178N/A290N/A
3/31/20161,402168N/A295N/A
12/31/20151,419181N/A305N/A
9/30/20151,436194N/A315N/A
6/30/20151,425195N/A307N/A

アナリストによる今後の成長予測

収入対貯蓄率: SGEの予測収益成長率 (年間11.8% ) は 貯蓄率 ( 3.4% ) を上回っています。

収益対市場: SGEの収益 ( 11.8% ) UK市場 ( 12.2% ) よりも低い成長が予測されています。

高成長収益: SGE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: SGEの収益 ( 7.9% ) UK市場 ( 4.4% ) よりも速いペースで成長すると予測されています。

高い収益成長: SGEの収益 ( 7.9% ) 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: SGEの 自己資本利益率 は、3年後には非常に高くなると予測されています ( 75.5 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/08 21:28
終値2026/05/08 00:00
収益2025/09/30
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
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

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。37

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