SThree Toekomstige groei
Future criteriumcontroles 2/6
SThree zal naar verwachting groeien in winst en omzet met respectievelijk 16.3% en 1.2% per jaar. De winst per aandeel zal naar verwachting groeien met 19.5% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 12.1% zijn.
Belangrijke informatie
16.3%
Groei van de winst
19.46%
Groei van de winst per aandeel
| Professional Services winstgroei | 11.1% |
| Inkomstengroei | 1.2% |
| Toekomstig rendement op eigen vermogen | 12.05% |
| Dekking van analisten | Low |
| Laatst bijgewerkt | 16 Jun 2026 |
Recente toekomstige groei-updates
Recent updates
Narratiefupdate • Jun 14
STEM: CFO Transition And Margin Outlook Will Support Future Upside Potential
Analysts have nudged their price target on SThree slightly higher to £3.00, reflecting tweaks to their assumptions on discount rate, revenue growth, profit margin and future P/E that leave their overall fair value view broadly unchanged. What's in the News SThree plc announced that Chief Financial Officer Andrew Beach plans to step down from the CFO role and the Board at the conclusion of the Annual General Meeting on 29 April 2026.
Nieuw narratief • Jun 04
Every Staffing Stock Is Being Sold. SThree Is the Only One That Benefits From the Thing Killing the Others
════════════════════════════════════════════════════════════════ STHREE PLC (LSE: STEM) — INVESTMENT THESIS The market is confusing a cyclical trough with structural decline ════════════════════════════════════════════════════════════════ Current price: 165p | Price target: 490p | Upside: +197% Bear case floor: 280p | Bull case: 720p Analysis date: June 2026 | Horizon: 24–36 months ════════════════════════════════════════════════════════════════ KEY METRICS AT A GLANCE ──────────────────────────────────────────────────────────────── Net Fees FY25: £323m Net Cash: £68m Contract (recurring): 84% Normalised EPS: ~40p STEM market share: ~2% Normalised EV/EBITDA: 1.8x Operating countries: 11 P/E on norm. earnings: 4.1x ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ I.
Narratiefupdate • May 31
STEM: CFO Transition And Stable Margins Will Support Future Upside
Analysts have made a small upward revision to their price target for SThree to £2.41. This reflects modest tweaks to assumptions around the discount rate, revenue growth, profit margins and future P/E expectations.Narratiefupdate • May 15
STEM: CFO Transition And Stable Margins Will Support Future Upside
Analysts have trimmed their price target on SThree from £2.49 to £2.41 as updated assumptions for discount rate, revenue growth, profit margin and future P/E feed through to a slightly lower fair value estimate. What's in the News SThree plc announced that Chief Financial Officer Andrew Beach plans to step down from the CFO role and from the Board at the conclusion of the Annual General Meeting on 29 April 2026, after nearly five years with the company (Key Developments).Narratiefupdate • Apr 29
STEM: Share Buyback And Margin Outlook Will Support Future Upside Potential
Analysts have nudged their price target on SThree higher to £3.00, reflecting updated assumptions around discount rates, modestly stronger revenue growth and slightly improved profit margins, while keeping the fair value estimate unchanged at £3.00. What's in the News SThree plans a leadership change, as CFO Andrew Beach is set to step down from the Board at the conclusion of the Annual General Meeting on 29 April 2026, and remain in the business until the half year results announcement on 21 July 2026 to support the transition (Key Developments).Narratiefupdate • Apr 15
STEM: Share Buyback And Margin Outlook Will Support Future Upside Potential
Analysts have trimmed their price target on SThree to £3.00, citing updated assumptions around a slightly higher discount rate, more conservative revenue growth, and modestly better profit margin and future P/E expectations. What's in the News SThree plans a share repurchase program of up to £20 million, with shares to be cancelled and the aim of returning surplus capital to shareholders while keeping flexibility to invest in the Group's strategy (Key Developments).Narratiefupdate • Apr 01
STEM: Share Buyback And Stable Margins Will Support Future Upside
Analysts have trimmed their price target for SThree to £15.57 from £16.39, reflecting slightly higher assumed risk, a marginally different revenue growth outlook, and a small adjustment to the expected future P/E multiple. What's in the News SThree plans to repurchase up to £20 million of its shares under a buyback program, with repurchases running until no later than November 30, 2026, and all repurchased shares to be cancelled (company announcement).Narratiefupdate • Mar 18
STEM: Share Buyback Programme Will Support Bullish Long Term Outlook
Analysts have trimmed their price targets on SThree by £1.24 per share. This reflects slightly adjusted assumptions around discount rates, revenue growth, profit margins and a lower future P/E multiple.Narratiefupdate • Mar 04
STEM: Share Repurchase Programme Will Support Bullish Long Term Outlook
Analysts have made a modest trim to their price target on SThree to £3.00, reflecting slightly higher assumed discount rates and small tweaks to long term growth, margin and future P/E assumptions. What's in the News On January 27, 2026, SThree plc announced that its Board of Directors would consider a share repurchase program of up to £20 million of its shares, indicating early discussions around returning surplus capital to shareholders (Key Developments).Narratiefupdate • Feb 17
STEM: Share Buyback And Higher Future P/E Will Support Bullish Outlook
Analysts have raised their price target on SThree to £18.83 from £14.08. The change is mainly linked to updated assumptions around revenue growth, profit margins and a higher future P/E multiple.Analyseartikel • Feb 12
SThree (LON:STEM) Has Announced A Dividend Of £0.092
The board of SThree plc ( LON:STEM ) has announced that it will pay a dividend on the 12th of June, with investors...Narratiefupdate • Feb 03
STEM: Higher Future P/E Multiple Will Support Margins And Share Upside
Analysts have raised their price target on SThree to reflect updated assumptions for revenue growth, profit margins and a higher future P/E multiple. The new valuation framework is now anchored around a fair value of £2.49 per share.Analyseartikel • Jan 29
SThree plc (LON:STEM) Just Reported Earnings, And Analysts Cut Their Target Price
Investors in SThree plc ( LON:STEM ) had a good week, as its shares rose 4.8% to close at UK£1.91 following the release...Narratiefupdate • Jan 20
STEM: Higher Required Return Will Still Support More Optimistic Future P/E
Analysts have nudged their price target on SThree slightly higher to reflect a modestly increased future P/E assumption of 14.08x, with only marginal tweaks to the discount rate, revenue growth, and profit margin inputs guiding this recalibration. Valuation Changes Future P/E was raised from 11.93x to 14.08x, indicating a higher valuation multiple applied to projected earnings.Narratiefupdate • Jan 05
STEM: Higher Required Return Will Still Support Attractive Future P/E
Analysts have trimmed their price target on SThree from £4.50 to £3.00, reflecting a higher discount rate, more moderate revenue growth assumptions, and a lower future P/E of 11.93x, partly offset by slightly stronger profit margin expectations. Valuation Changes Fair Value: reduced from £4.50 to £3.00, a cut of one third in the implied valuation per share.Analyseartikel • Dec 19
A Look At The Intrinsic Value Of SThree plc (LON:STEM)
Key Insights Using the 2 Stage Free Cash Flow to Equity, SThree fair value estimate is UK£1.66 With UK£1.86 share...
Narratiefupdate • Dec 17
STEM: Future Earnings Compression Signals Bearish Outlook Despite Stronger Revenue Prospects
Analysts have raised their price target on SThree by approximately £1.55, citing stronger expected revenue growth, improved long term profit margins, and a lower projected future P/E multiple. Together, these factors enhance the company’s risk adjusted return profile despite a slightly higher discount rate.Narratiefupdate • Dec 03
STEM: Future Earnings Multiple Should Support Resilient Margins And Upside Potential
Analysts have modestly raised their price target on SThree to reflect a slightly higher assumed future earnings multiple and a marginally increased discount rate. This results in a small upward revision in the company’s estimated equity value by several pence per share.Narratiefupdate • Nov 19
STEM: Revenue Growth May Recover as Profit Margins Show Resilience
Analysts have lowered their price target for SThree from £3.04 to £2.49. They cite reduced revenue growth projections and a slight decrease in expected profit margins as key factors behind the revision.Analyseartikel • Oct 28
SThree (LON:STEM) Is Paying Out A Dividend Of £0.051
The board of SThree plc ( LON:STEM ) has announced that it will pay a dividend on the 12th of December, with investors...Narratiefupdate • Sep 17
Digital Transformation Will Unlock Future STEM Talent Opportunities
The downward revision in SThree’s consensus analyst price target from £3.60 to £3.04 primarily reflects reduced expectations for revenue growth and earnings multiples. What's in the News SThree plc reaffirmed earnings guidance for fiscal year 2025, expecting performance in line with previously announced £25.0 million PBT guidance.Analyseartikel • Sep 17
Investors Don't See Light At End Of SThree plc's (LON:STEM) Tunnel And Push Stock Down 32%
To the annoyance of some shareholders, SThree plc ( LON:STEM ) shares are down a considerable 32% in the last month...Analyseartikel • Aug 01
SThree (LON:STEM) Is Paying Out A Dividend Of £0.051
The board of SThree plc ( LON:STEM ) has announced that it will pay a dividend on the 12th of December, with investors...Analyseartikel • Apr 22
Shareholders May Be More Conservative With SThree plc's (LON:STEM) CEO Compensation For Now
Key Insights SThree's Annual General Meeting to take place on 29th of April Salary of UK£510.9k is part of CEO Timo...Analyseartikel • Mar 24
SThree's (LON:STEM) Dividend Will Be £0.092
SThree plc's ( LON:STEM ) investors are due to receive a payment of £0.092 per share on 6th of June. The dividend yield...Analyseartikel • Mar 06
SThree (LON:STEM) Has Announced A Dividend Of £0.092
SThree plc's ( LON:STEM ) investors are due to receive a payment of £0.092 per share on 6th of June. However, the...Analyseartikel • Jan 31
SThree (LON:STEM) Is Due To Pay A Dividend Of £0.092
The board of SThree plc ( LON:STEM ) has announced that it will pay a dividend on the 6th of June, with investors...Analyseartikel • Dec 17
SThree plc's (LON:STEM) 25% Dip In Price Shows Sentiment Is Matching Earnings
Unfortunately for some shareholders, the SThree plc ( LON:STEM ) share price has dived 25% in the last thirty days...Analyseartikel • Jul 26
SThree's (LON:STEM) Dividend Will Be £0.051
SThree plc ( LON:STEM ) has announced that it will pay a dividend of £0.051 per share on the 6th of December. This...Analyseartikel • Apr 25
SThree (LON:STEM) Is Paying Out A Larger Dividend Than Last Year
SThree plc ( LON:STEM ) will increase its dividend from last year's comparable payment on the 7th of June to £0.116...Analyseartikel • Apr 04
SThree (LON:STEM) Is Paying Out A Larger Dividend Than Last Year
SThree plc's ( LON:STEM ) dividend will be increasing from last year's payment of the same period to £0.116 on 7th of...Analyseartikel • Feb 22
SThree's (LON:STEM) Dividend Will Be Increased To £0.116
SThree plc ( LON:STEM ) has announced that it will be increasing its dividend from last year's comparable payment on...Analyseartikel • Feb 02
SThree (LON:STEM) Is Increasing Its Dividend To £0.116
SThree plc ( LON:STEM ) has announced that it will be increasing its dividend from last year's comparable payment on...Winst- en omzetgroeiprognoses
| Datum | Inkomsten | Inkomsten | Vrije kasstroom | Geldmiddelen uit operationele activiteiten | Gem. Aantal analisten |
|---|---|---|---|---|---|
| 11/30/2028 | 1,343 | 25 | 20 | 36 | 3 |
| 11/30/2027 | 1,280 | 16 | 15 | 30 | 3 |
| 11/30/2026 | 1,249 | 7 | 17 | 33 | 3 |
| 11/30/2025 | 1,302 | 18 | 53 | 62 | N/A |
| 8/31/2025 | 1,340 | 23 | 33 | 43 | N/A |
| 5/31/2025 | 1,378 | 29 | 12 | 25 | N/A |
| 2/28/2025 | 1,436 | 39 | 19 | 32 | N/A |
| 11/30/2024 | 1,493 | 50 | 27 | 40 | N/A |
| 8/31/2024 | 1,547 | 53 | 36 | 48 | N/A |
| 5/31/2024 | 1,601 | 56 | 46 | 56 | N/A |
| 2/29/2024 | 1,632 | 56 | 54 | 63 | N/A |
| 11/30/2023 | 1,663 | 56 | 61 | 70 | N/A |
| 8/31/2023 | 1,678 | 53 | 69 | 76 | N/A |
| 5/31/2023 | 1,692 | 50 | 77 | 82 | N/A |
| 2/28/2023 | 1,666 | 52 | 60 | 64 | N/A |
| 11/30/2022 | 1,639 | 54 | 42 | 46 | N/A |
| 8/31/2022 | 1,564 | 55 | N/A | N/A | N/A |
| 5/31/2022 | 1,488 | 55 | 33 | 36 | N/A |
| 2/28/2022 | 1,409 | 49 | 34 | 37 | N/A |
| 11/30/2021 | 1,331 | 42 | 35 | 38 | N/A |
| 8/31/2021 | 1,276 | 36 | N/A | N/A | N/A |
| 5/31/2021 | 1,222 | 30 | 36 | 41 | N/A |
| 2/28/2021 | 1,212 | 24 | 49 | 54 | N/A |
| 11/30/2020 | 1,203 | 19 | 61 | 67 | N/A |
| 5/31/2020 | 1,267 | 33 | 67 | 73 | N/A |
| 2/29/2020 | 1,296 | 37 | 52 | 56 | N/A |
| 11/30/2019 | 1,325 | 41 | 36 | 40 | N/A |
| 8/31/2019 | 1,335 | 40 | N/A | 31 | N/A |
| 5/31/2019 | 1,325 | 38 | N/A | 22 | N/A |
| 2/28/2019 | 1,292 | 36 | N/A | 19 | N/A |
| 11/30/2018 | 1,258 | 34 | N/A | 16 | N/A |
| 8/31/2018 | 1,219 | 30 | N/A | 17 | N/A |
| 5/31/2018 | 1,180 | 26 | N/A | 19 | N/A |
| 2/28/2018 | 1,147 | 27 | N/A | 24 | N/A |
| 11/30/2017 | 1,115 | 28 | N/A | 29 | N/A |
| 8/31/2017 | 1,076 | 30 | N/A | 35 | N/A |
| 5/31/2017 | 1,037 | 32 | N/A | 41 | N/A |
| 2/28/2017 | 999 | 30 | N/A | 38 | N/A |
| 11/30/2016 | 960 | 27 | N/A | 34 | N/A |
| 8/31/2016 | 924 | 27 | N/A | 35 | N/A |
| 5/31/2016 | 889 | 26 | N/A | 36 | N/A |
| 2/29/2016 | 869 | 27 | N/A | 41 | N/A |
| 11/30/2015 | 849 | 27 | N/A | 46 | N/A |
| 8/31/2015 | 829 | 23 | N/A | 37 | N/A |
Toekomstige groeivoorspellingen analisten
Verdiensten versus spaarpercentage: De verwachte winstgroei STEM ( 16.3% per jaar) ligt boven de spaarquote ( 3.4% ).
Winst versus markt: De winst van STEM ( 16.3% per jaar) zal naar verwachting sneller groeien dan de UK markt ( 11.5% per jaar).
Hoge groeiwinsten: De winst van STEM zal naar verwachting groeien, maar niet aanzienlijk.
Omzet versus markt: De omzet van STEM ( 1.2% per jaar) zal naar verwachting langzamer groeien dan de markt UK ( 4.6% per jaar).
Hoge groei-inkomsten: De omzet van STEM ( 1.2% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.
Groeiprognoses winst per aandeel
Toekomstig rendement op eigen vermogen
Toekomstige ROE: Het rendement op eigen vermogen STEM zal naar verwachting over 3 jaar laag zijn ( 12.1 %).
Ontdek groeibedrijven
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/06/18 18:09 |
| Aandelenkoers aan het einde van de dag | 2026/06/18 00:00 |
| Inkomsten | 2025/11/30 |
| Jaarlijkse inkomsten | 2025/11/30 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
SThree plc wordt gevolgd door 13 analisten. 3 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| James Bayliss | Berenberg |
| James Gilbert | Canaccord Genuity |
| Steven Woolf | Deutsche Bank |