Stagwell Inc.

NasdaqGS:STGW 주식 리포트

시가총액: US$1.6b

Stagwell 과거 순이익 실적

과거 기준 점검 3/6

Stagwell의 수입은 연평균 -25.7%의 비율로 감소해 온 반면, Media 산업은 수입이 연평균 6.7% 증가했습니다. 매출은 연평균 15.3%의 비율로 증가해 왔습니다. Stagwell의 자기자본이익률은 2.9%이고 순이익률은 0.6%입니다.

핵심 정보

-25.71%

순이익 성장률

-40.78%

주당순이익(EPS) 성장률

Media 산업 성장률13.17%
매출 성장률15.29%
자기자본이익률2.95%
순이익률0.64%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 업데이트

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...

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...
User avatar
새로운 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...

매출 및 비용 세부 내역

Stagwell가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NasdaqGS:STGW 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 262,961197470
31 Dec 252,909297400
30 Sep 252,890207270
30 Jun 252,859-27240
31 Mar 252,82316980
31 Dec 242,84126890
30 Sep 242,70706760
30 Jun 242,614-26540
31 Mar 242,575-36550
31 Dec 232,52706610
30 Sep 232,580-156550
30 Jun 232,627-56360
31 Mar 232,66796240
31 Dec 222,688206010
30 Sep 222,592356070
30 Jun 222,394195950
31 Mar 221,93154970
31 Dec 211,469-44240
30 Sep 211,170182890
30 Jun 21932402100
31 Mar 21885491980
31 Dec 20888561920
30 Sep 20762371800
31 Dec 19629171760
31 Dec 18426161310

양질의 수익: STGW는 $11.1M 규모의 큰 일회성 이익이 있어 31st March, 2026까지 지난 12개월 재무 결과에 영향을 미쳤습니다.

이익 마진 증가: STGW의 현재 순 이익률 (0.6%)은 지난해 (0.02%)보다 높습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: STGW의 수익은 지난 5년 동안 연평균 25.7% 감소했습니다.

성장 가속화: 지난 1년간 STGW 의 수익 증가율(2952.1%)은 연간 평균(-25.7%)을 초과합니다.

수익 대 산업: STGW의 지난 1년 수익 증가율(2952.1%)은 Media 업계의 5%를 상회했습니다.


자기자본이익률

높은 ROE: STGW의 자본 수익률(2.9%)은 낮음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/26 12:22
종가2026/05/26 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 가이드YouTube 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