Stagwell（STGW）株式概要
スタッグウェル社は、デジタル・トランスフォーメーション、マーケティング、メディア・コマース、マーケティング・クラウド、コミュニケーション・サービスを米国、英国、および国際的に提供している。 詳細
STGW Community Fair Values
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Analyst Price Targets
Stagwell Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$6.79 |
| 52週高値 | US$7.52 |
| 52週安値 | US$4.29 |
| ベータ | 1.25 |
| 1ヶ月の変化 | 2.72% |
| 3ヶ月変化 | 11.68% |
| 1年変化 | 51.56% |
| 3年間の変化 | -8.74% |
| 5年間の変化 | n/a |
| IPOからの変化 | 22.34% |
最新ニュース
分析記事 • Jun 21
Stagwell (STGW) Stock Could Be 3.2% Overvalued After Its AI Media Machine Launch
Stagwell (STGW) has drawn fresh attention after launching The Media Machine, an AI-powered media operating system that connects to major ad platforms and aims to streamline how brands plan and execute media spending. See our latest analysis for Stagwell. The launch of The Media Machine comes at a time when Stagwell’s share price has gained momentum, with a 30 day share price return of 6.68%, a 90 day share price return of 10.36%, and a year to date share price return of 41.86%. The 1 year...
ナラティブの更新 • Jun 16
STGW: Buybacks And AI Initiatives Will Test Fairly Valued Setup
Analysts have raised their price target on Stagwell by $1, citing updated assumptions around revenue growth, profit margins and future P/E levels that modestly adjust their valuation framework. What’s in the News for Stagwell Stagwell announced Q4 and full year 2025 results that highlighted its digital transformation and Marketing Cloud segments, alongside a planned US$400 million share repurchase program, according to recent coverage.ナラティブの更新 • Jun 02
STGW: AI And Buybacks Will Face Execution Risk In Overvalued Setup
Analysts nudged their price target on Stagwell higher by $1, citing adjusted expectations for future revenue growth, profit margins, and P/E assumptions after recent research updates related to client churn trends and net revenue and AEBITDA estimates. Analyst Commentary Recent research shows a mix of cautious and constructive views on Stagwell, with price targets adjusted as analysts update their revenue, AEBITDA and P/E assumptions after the latest Q4 report and client churn trends.Recent updates
分析記事 • Jun 21
Stagwell (STGW) Stock Could Be 3.2% Overvalued After Its AI Media Machine Launch
Stagwell (STGW) has drawn fresh attention after launching The Media Machine, an AI-powered media operating system that connects to major ad platforms and aims to streamline how brands plan and execute media spending. See our latest analysis for Stagwell. The launch of The Media Machine comes at a time when Stagwell’s share price has gained momentum, with a 30 day share price return of 6.68%, a 90 day share price return of 10.36%, and a year to date share price return of 41.86%. The 1 year...ナラティブの更新 • Jun 16
STGW: Buybacks And AI Initiatives Will Test Fairly Valued Setup
Analysts have raised their price target on Stagwell by $1, citing updated assumptions around revenue growth, profit margins and future P/E levels that modestly adjust their valuation framework. What’s in the News for Stagwell Stagwell announced Q4 and full year 2025 results that highlighted its digital transformation and Marketing Cloud segments, alongside a planned US$400 million share repurchase program, according to recent coverage.ナラティブの更新 • Jun 02
STGW: AI And Buybacks Will Face Execution Risk In Overvalued Setup
Analysts nudged their price target on Stagwell higher by $1, citing adjusted expectations for future revenue growth, profit margins, and P/E assumptions after recent research updates related to client churn trends and net revenue and AEBITDA estimates. Analyst Commentary Recent research shows a mix of cautious and constructive views on Stagwell, with price targets adjusted as analysts update their revenue, AEBITDA and P/E assumptions after the latest Q4 report and client churn trends.ナラティブの更新 • May 03
STGW: AI Search Execution And Buybacks Will Shape Fairly Valued Outlook
Narrative Update on Stagwell Analyst price targets for Stagwell have shifted modestly, with recent updates ranging between $7 and $8 as analysts factor in revised FY26 net revenue and AEBITDA estimates, as well as ongoing progress on client churn reduction and new business wins. Analyst Commentary Recent research updates on Stagwell show a mixed picture, with some analysts lifting price targets in response to revised FY26 net revenue and AEBITDA estimates, while others have trimmed expectations ahead of key catalysts such as the Q4 report.ナラティブの更新 • Apr 19
STGW: Execution Risks Around AI Search And Buybacks Will Restrain Upside Potential
Narrative Update on Stagwell Analysts have raised their average price target on Stagwell by $1, from $7 to $8, citing updated forecasts for FY26 net revenue and AEBITDA following the recent fourth-quarter report. Analyst Commentary Recent research on Stagwell has centered on updated expectations for net revenue and AEBITDA through FY26, with price targets adjusted accordingly around the latest quarterly results.ナラティブの更新 • Apr 03
STGW: AI Search Expansion And Buybacks Will Shape Balanced Execution Outlook
Analysts have raised their price target on Stagwell by $1 to $8, citing updated forecasts for FY26 net revenue and AEBITDA following the latest Q4 report as the main factors behind the revised outlook. Analyst Commentary Recent research around Stagwell has included both supportive and cautious elements, with price targets adjusted around the Q4 report and updated FY26 net revenue and AEBITDA forecasts.分析記事 • Mar 26
Stagwell's (NASDAQ:STGW) Promising Earnings May Rest On Soft Foundations
Unsurprisingly, Stagwell Inc.'s ( NASDAQ:STGW ) stock price was strong on the back of its healthy earnings report...ナラティブの更新 • Mar 19
STGW: AI Search Expansion And Buybacks Will Shape Balanced Future Outlook
Analysts have raised their price target on Stagwell by $1 to $8, citing higher FY26 net revenue and AEBITDA estimates following the latest Q4 report. Analyst Commentary Recent research reflects a mixed tone around Stagwell, with some optimism on longer term forecasts following the Q4 report, alongside earlier signs of caution heading into that print.Seeking Alpha • Mar 11
Stagwell: I See Deep Value As Growth Accelerates (Rating Upgrade)
Summary Stagwell Inc. demonstrates operational momentum, with revenue and net revenue growth driven by digital transformation and marketing services. STGW stock trades at a deep discount, with a forward P/E of 5.58x and an EV/EBITDA of 6.29x, despite robust EPS and free cash flow growth. Management guides for 8–12% net revenue growth and $475M–$525M adjusted EBITDA in 2026, supported by political ad tailwinds and efficiency gains. Risks include AI execution, high leverage (net leverage 2.92x), and potential liquidity pressure if cash flows slow, but risk-reward now favors a bullish stance. Read the full article on Seeking Alphaナラティブの更新 • Mar 05
STGW: AI Search And Agent Platforms Will Drive Future Upside Potential
Analysts have nudged their price target on Stagwell slightly higher to $6.50, reflecting updated assumptions around discount rate, revenue, profit margin and future P/E that keep their fair value view broadly unchanged at $6.50. What's in the News Stagwell launched Stagwell Search+, described as an agentic platform aimed at helping brands adjust from traditional search engines to AI driven search experiences, combining paid, owned, earned and shared media in a single system (Key Developments).ナラティブの更新 • Feb 19
STGW: AI Agent Partnerships Will Support Future Upside Potential
Analysts have adjusted their price target for Stagwell to $6.50, emphasizing small tweaks to assumptions around the discount rate, revenue growth, profit margins, and future P/E multiples rather than any major shift in their overall view. What's in the News Stagwell launched NewVoices.ai, a lifelike AI platform positioned as an end to end operating system for revenue teams.ナラティブの更新 • Feb 05
STGW: AI Partnerships Will Support Undervalued Long Term Upside Potential
Analysts have nudged their price target on Stagwell higher, highlighting small model updates to the discount rate, revenue growth, profit margin, and future P/E assumptions as the key drivers of the revised valuation in US$ terms. What's in the News Stagwell launched NewVoices.ai, an AI platform positioned as a lifelike, independent sales agent that can book appointments, handle customer questions and concerns, and drive conversions across markets and languages with 24/7 availability (Key Developments).分析記事 • Jan 29
Stagwell Inc. (NASDAQ:STGW) Looks Just Right With A 26% Price Jump
Stagwell Inc. ( NASDAQ:STGW ) shares have continued their recent momentum with a 26% gain in the last month alone. But...ナラティブの更新 • Jan 21
STGW: AI Partnerships And Buybacks Will Underpin Balanced Long Term Outlook
Analysts have modestly revised their price targets for Stagwell, reflecting small adjustments to assumptions around discount rates, revenue growth, profit margins and future P/E multiples, while keeping their fair value estimate steady at $6.50. What's in the News Stagwell launched NewVoices.ai, an AI platform positioned as an independent sales agent that can handle appointments, conversions, customer support, and retention across channels and languages, with 24/7 response and personalization based on user history and preferences (Product related announcement).ナラティブの更新 • Jan 06
STGW: AI Alliances And Share Repurchases Will Support Future Upside Potential
Analysts have modestly increased their price target on Stagwell, citing updated assumptions that include a slightly higher discount rate, a higher projected revenue growth rate, a marginally improved profit margin, and a lower expected future P/E multiple. What's in the News Launched NewVoices.ai, an AI platform built to act as an independent sales agent that books appointments, drives conversions, resolves questions, and manages customer concerns in any language with 24/7 coverage, using Stagwell data to personalize interactions over time (Product-Related Announcement).ナラティブの更新 • Dec 14
STGW: AI Partnerships And Buybacks Will Drive Stronger Future Upside
Analysts have nudged their price target on Stagwell higher, raising fair value by approximately 8 percent to about 6.50 dollars. They cite slightly lower perceived risk and stronger expected revenue growth that more than offset modestly reduced margin assumptions.
ナラティブの更新 • Nov 12
STGW: AI Partnership Will Drive Client Adoption And Support Market Expansion
Analysts have raised their price target for Stagwell from $7.73 to $7.81, citing improved revenue growth expectations even though projected profit margins have been reduced. What's in the News Stagwell and Palantir Technologies have launched a partnership to create an AI-powered platform for marketers.ナラティブの更新 • Oct 29
Share Repurchases And Data Partnerships Will Drive Value Creation In 2025
Analysts have adjusted their price target for Stagwell downward from $8.19 to $7.73. They cite slight increases in discount rates and a modest reduction in profit margin expectations, even though there is an uptick in projected revenue growth.Seeking Alpha • Mar 28
Stagwell: Stock Continues To Trade At A Discount Despite Improved Fundamentals
Summary I maintain a buy rating for STGW due to strong execution, client wins, and growth in digital transformation and cloud solutions, despite trading at a discount to peers. STGW's fundamentals have improved significantly, with higher quality client wins and substantial growth in average annual revenue per top-25 client. The digital transformation segment shows sustained growth, and the cloud segment, now 10% of revenue, is poised to become a significant growth driver. Despite trading at a discount, STGW's growth potential and solid execution support a compelling case for multiple expansion, warranting a buy rating. Read the full article on Seeking Alpha分析記事 • Feb 21
We Think Stagwell (NASDAQ:STGW) Is Taking Some Risk With Its Debt
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
新しいナラティブ • Jan 17
AI Tools Like BERAai And MENA Expansion Will Improve Future Performance
Focus on digital transformation and AI projects is expected to drive growth and improve margins over time.分析記事 • Jan 13
Getting In Cheap On Stagwell Inc. (NASDAQ:STGW) Might Be Difficult
It's not a stretch to say that Stagwell Inc.'s ( NASDAQ:STGW ) price-to-sales (or "P/S") ratio of 0.3x right now seems...Seeking Alpha • Dec 07
Stagwell: Acquisitions, EPS Growth, Proven Business Model, And Undervalued
Summary Stagwell's recent acquisitions and international expansion are expected to drive significant revenue growth and synergies in 2025 and 2026. The company's diversified customer base and global affiliate network reduce revenue volatility and offer potential for future acquisitions. Positive financial performance, including net income and free cash flow growth, supports the view that STGW is undervalued at current market prices. Stock repurchase programs and cash-based acquisitions indicate management's confidence in the company's undervaluation, making STGW an attractive investment. Read the full article on Seeking AlphaSeeking Alpha • Nov 19
Stagwell: Solid Growth Story Remains Intact
Summary Stagwell continues to demonstrate high single-digit growth, driven by strong new business wins and expanding digital transformation and marketing cloud segments. STGW's 3Q24 results showed 8.5% y/y net revenue growth, with significant contributions from Integrated Agencies, Brand Performance, and Communications Networks. Despite economic headwinds, STGW's robust client relationships and strategic acquisitions support a positive growth outlook, warranting a buy rating. Read the full article on Seeking Alpha分析記事 • Oct 24
We Think Stagwell (NASDAQ:STGW) Is Taking Some Risk With Its Debt
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...分析記事 • Aug 22
Are Investors Undervaluing Stagwell Inc. (NASDAQ:STGW) By 46%?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Stagwell fair value estimate is US$12.74 Stagwell is estimated...Seeking Alpha • Aug 06
Stagwell Inc: Organic Growth Expected To Accelerate In 2H24
Summary Organic growth set to accelerate in 2H24 and sustain at a high single-digit level through FY26. Multiple growth drivers in place, including expected improvement in the macro backdrop, net new business wins, and AI-related deals. Expectation for adj. EBITDA margin to expand as organic growth accelerates. Read the full article on Seeking Alpha分析記事 • Jun 20
Is Stagwell (NASDAQ:STGW) A Risky Investment?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...株主還元
| STGW | US Media | US 市場 | |
|---|---|---|---|
| 7D | 1.2% | -3.6% | -2.7% |
| 1Y | 51.6% | -25.3% | 18.6% |
業界別リターン: STGW過去 1 年間で-25.3 % の収益を上げたUS Media業界を上回りました。
リターン対市場: STGW過去 1 年間で18.6 % の収益を上げたUS市場を上回りました。
価格変動
| STGW volatility | |
|---|---|
| STGW Average Weekly Movement | 7.2% |
| Media Industry Average Movement | 8.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.9% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: STGW 、 US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: STGWの 週次ボラティリティ ( 7% ) 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 |
|---|---|---|---|
| 2015 | 10,951 | Mark Penn | www.stagwellglobal.com |
Stagwell Inc.は、デジタル・トランスフォーメーション、マーケティング、メディア・コマース、マーケティング・クラウド、コミュニケーション・サービスを米国、英国、および海外で提供している。同社は、ブランドの構築と向上を目的としたクリエイティブ、リサーチ、エクスペリエンス、ソーシャルメディア・ソリューション、および高度なリサーチ手法による消費者インサイトを提供し、没入型のエクスペリエンス・マーケティング・プログラムと、デジタル・プラットフォームを通じてブランドとオーディエンスを結びつけるソーシャル・エンゲージメント戦略を構築している。また、戦略、デザイン、テクノロジーの統合を通じて、ブランドと顧客の体験を可能にするデジタル・エコシステムの設計、実装、活性化、システム統合、フルスタック開発、継続的なプラットフォーム管理を提供し、さまざまなデリバリーモデルでマネージドサービス、スタッフ増強、エンジニアリングの専門知識を提供し、革新的なテクノロジー主導の顧客エンゲージメントを通じてデジタル・エコシステムを物理的な体験につなげるデジタルトランスフォーメーションを提供する。さらに、メディアバイイング、オウンドメディアプラットフォーム、コマースイネーブルメント、カスタマーリレーションシップマネジメント戦略を通じて、オーディエンスのエンゲージメントとビジネスの成長を促進するAIベースの統合データソリューション、ターゲットコミュニケーションと市場拡大をサポートする専門メディアプラットフォームと翻訳サービス、多様なオーディエンスやチャネルにおける組織のレピュテーションの構築、保護、強化を支援するために設計されたエッジソリューションセット、ターゲットコミュニケーション、危機管理、ステークホルダーエンゲージメントサービスの専門知識を提供している。さらに同社は、社内マーケティング担当者向けに、SaaSとDaaSを組み合わせた一連のテクノロジー・ソリューションを提供している。スタッグウェル・インクは2015年に設立され、ニューヨーク州ニューヨークに本社を置いている。
Stagwell Inc. 基礎のまとめ
| STGW 基礎統計学 | |
|---|---|
| 時価総額 | US$1.75b |
| 収益（TTM） | US$19.05m |
| 売上高(TTM) | US$2.96b |
88.4x
PER（株価収益率0.6x
P/SレシオSTGW は割高か？
公正価値と評価分析を参照収益と収入
| STGW 損益計算書（TTM） | |
|---|---|
| 収益 | US$2.96b |
| 売上原価 | US$1.89b |
| 売上総利益 | US$1.07b |
| その他の費用 | US$1.05b |
| 収益 | US$19.05m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 0.077 |
| グロス・マージン | 36.06% |
| 純利益率 | 0.64% |
| 有利子負債／自己資本比率 | 192.8% |
STGW の長期的なパフォーマンスは？
過去の実績と比較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 | 2026/06/25 10:16 |
| 終値 | 2026/06/25 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
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
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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
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
Stagwell Inc. 7 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。9
| アナリスト | 機関 |
|---|---|
| Mark Zgutowicz | Benchmark Company |
| Jeffrey Van Sinderen | B. Riley Securities, Inc. |
| Jason Kreyer | Craig-Hallum Capital Group LLC |