Stagwell Inc.

NasdaqGS:STGW 주식 리포트

시가총액: US$1.6b

Stagwell 향후 성장

Future 기준 점검 3/6

Stagwell은 연간 수입과 매출이 각각 37.8%와 5.9% 증가할 것으로 예상되고 EPS는 연간 42.1%만큼 증가할 것으로 예상됩니다.

핵심 정보

37.8%

이익 성장률

42.08%

EPS 성장률

Media 이익 성장35.7%
매출 성장률5.9%
향후 자기자본이익률n/a
애널리스트 커버리지

Good

마지막 업데이트05 May 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
분석 기사 • 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...
내러티브 업데이트 • 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).
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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
분석 기사 • 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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새 내러티브 • 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.
분석 기사 • 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
분석 기사 • 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...
분석 기사 • 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
분석 기사 • 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...
분석 기사 • 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...

이익 및 매출 성장 예측

NasdaqGS:STGW - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20283,5161843994051
12/31/20273,3031032503486
12/31/20263,198622613637
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

애널리스트 향후 성장 전망

수입 대 저축률: STGW 의 연간 예상 수익 증가율(37.8%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: STGW 의 연간 수익(37.8%)이 US 시장(16.7%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: STGW 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.

수익 대 시장: STGW 의 수익(연간 5.9%)이 US 시장(연간 11.6%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: STGW 의 수익(연간 5.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: STGW의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/11 05:56
종가2026/05/11 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Stagwell Inc.는 10명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Mark ZgutowiczBenchmark Company
Jeffrey Van SinderenB. Riley Securities, Inc.
Jason KreyerCraig-Hallum Capital Group LLC