Stagwell Inc.

NasdaqGS:STGW 株式レポート

時価総額：US$1.6b

Stagwell 将来の成長

Future 基準チェック /36

Stagwellは、37.8%と5.9%でそれぞれ年率37.8%で利益と収益が成長すると予測される一方、EPSはgrowで42.1%年率。

主要情報

37.8%

収益成長率

42.08%

EPS成長率

Media 収益成長33.0%
収益成長率5.9%
将来の株主資本利益率n/a
アナリストカバレッジ

Good

最終更新日05 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • 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...
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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 Alpha
Seeking 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...
分析記事 • Feb 13

Is Stagwell (NASDAQ:STGW) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...

業績と収益の成長予測

NasdaqGS:STGW - アナリストの将来予測と過去の財務データ ( )USD 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
12/31/20283,5161843994051
12/31/20273,3031032503486
12/31/20263,198622433637
3/31/20262,96119198325N/A
12/31/20252,90929180291N/A
9/30/20252,89020153243N/A
6/30/20252,859-2201265N/A
3/31/20252,823178136N/A
12/31/20242,841289143N/A
9/30/20242,707092139N/A
6/30/20242,614-2102158N/A
3/31/20242,575-367113N/A
12/31/20232,52703981N/A
9/30/20232,580-15106147N/A
6/30/20232,627-5271311N/A
3/31/20232,6679272311N/A
12/31/20222,68820312348N/A
9/30/20222,59235218254N/A
6/30/20222,394192454N/A
3/31/20221,9315120147N/A
12/31/20211,469-4178201N/A
9/30/20211,170185065N/A
6/30/202193240118130N/A
3/31/202188549125136N/A
12/31/202088856124138N/A
9/30/202076237105121N/A
12/31/201962917N/A65N/A
12/31/201842616N/A61N/A

アナリストによる今後の成長予測

収入対貯蓄率: STGWの予測収益成長率 (年間37.8% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: STGWの収益 ( 37.8% ) はUS市場 ( 16.4% ) 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: STGWの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: STGWの収益 ( 5.9% ) US市場 ( 11.4% ) よりも低い成長が予測されています。

高い収益成長: STGWの収益 ( 5.9% ) 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: STGWの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です

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2026/05/06 11:04
終値2026/05/06 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
  • 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

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。10

アナリスト機関
Mark ZgutowiczBenchmark Company
Jeffrey Van SinderenB. Riley Securities, Inc.
Jason KreyerCraig-Hallum Capital Group LLC