THG Inkomsten in het verleden
Verleden criteriumcontroles 0/6
THG is de winst gegroeid met een gemiddeld jaarlijks percentage van 26.2%, terwijl de Multiline Retail industrie de winst jaarlijks groeide met 3.3%. De inkomsten zijn gedaald met een gemiddelde van 3.2% per jaar.
Belangrijke informatie
26.16%
Groei van de winst
35.12%
Groei van de winst per aandeel
| Multiline Retail Groei van de industrie | 6.54% |
| Inkomstengroei | -3.21% |
| Rendement op eigen vermogen | -14.97% |
| Nettomarge | -3.71% |
| Laatste winstupdate | 31 Dec 2025 |
Recente prestatie-updates uit het verleden
Recent updates
Narratiefupdate • May 31
THG: Execution Risk Around 2026 Guidance Will Restrain Future Returns
Analysts have trimmed their price target on THG by £0.07, reflecting updated assumptions around the discount rate, revenue growth, profit margin and future P/E, while reassessing the risk and reward profile of the shares. Analyst Commentary Recent Street research on THG has included at least one explicit price target cut of 7 GBp from JPMorgan, which aligns with a more cautious tone around the stock.Narratiefupdate • May 07
THG: Higher Discount Rate And Execution Risks Will Restrain Future Returns
THG's latest narrative update reflects a revised analyst price target of £0.26, with analysts pointing to a slightly higher discount rate and modest adjustments to revenue growth, profit margin and future P/E assumptions as the key drivers behind the change. Analyst Commentary The most recent piece of Street research linked directly to THG is a price target cut to £0.26 at JPMorgan, which aligns with the latest narrative update highlighting a higher discount rate and more conservative assumptions on revenue growth, profit margins and future P/E multiples.Narratiefupdate • Apr 22
THG: Future Returns Will Depend On Media Expansion Outweighing Execution Risk
Analysts have trimmed their price targets for THG, citing a revised discount rate, modest adjustments to revenue growth and profit margin assumptions, and a higher future P/E of 4.37x, which together support a lower fair value closer to £0.26 per share. Analyst Commentary Recent Street research on insurers with similar business profiles highlights a cautious tone that is useful context for THG holders.
Narratiefupdate • Apr 07
THG: Retail Media Data Partnerships Will Support Higher Future Earnings Multiple
Analysts have adjusted their price target on THG to £0.55 per share, reflecting updated assumptions around revenue growth, profit margins, and a higher future P/E multiple. Analyst Commentary Recent Street research on insurers and financials highlights how different analysts weigh valuation, growth expectations, and execution risk when setting price targets.Narratiefupdate • Mar 23
THG: Future Returns Will Depend On Balancing Media Expansion With Margin Discipline
Analysts have adjusted their view on THG with the price target moving modestly higher, reflecting updated assumptions around discount rate, revenue growth, profit margins and future P/E multiples, while still anchoring valuation at a fair value of £0.26 per share. Analyst Commentary Recent commentary around THG reflects a mixed backdrop for the shares, with some market participants reassessing valuation frameworks, execution risks and the balance between growth ambitions and profitability.Narratiefupdate • Mar 08
THG: Retail Media Data Partnerships Will Support Future Margin Upside
Analysts have inched their price target on THG higher by £1 to £208, reflecting updated assumptions around discount rates, profit margins and future P/E multiples. Analyst Commentary Recent research updates on THG point to a modest uplift in valuation assumptions, with the price target moving to $208 from $207.Narratiefupdate • Feb 21
THG: Retail Media Partnerships And Mature Turnaround Are Set To Support Upside
Narrative update Analysts have raised their price target on THG to £200, highlighting a more balanced risk and reward profile as the turnaround story matures and earlier gains are reflected in the valuation. Analyst Commentary Recent research on THG points to a more measured stance from the Street, with the focus shifting from early turnaround potential to how much of that story is already reflected in the share price.Narratiefupdate • Feb 07
THG: Future Returns Will Hinge On Execution As Upside Appears Limited
Analysts have nudged their THG price target slightly higher to about $0.26, citing a more balanced risk and reward profile as the turnaround story matures and valuation becomes more challenging at current levels. Analyst Commentary Bearish analysts acknowledge that THG’s turnaround story is further along, but they also argue that the easier gains may already be priced in.Analyseartikel • Jan 30
What THG Plc's (LON:THG) P/S Is Not Telling You
With a median price-to-sales (or "P/S") ratio of close to 0.9x in the Multiline Retail industry in the United Kingdom...Narratiefupdate • Jan 24
THG: Balanced Risk Profile And Higher Fair Value Will Underpin Bullish Case
Analysts have lifted their fair value estimate for THG from about $0.50 to roughly $0.55 per share, reflecting a view that the stock's risk or reward profile is now more balanced as earlier gains from its turnaround story have largely been realized. Analyst Commentary Bullish Takeaways Bullish analysts see the current fair value move toward about $0.55 per share as consistent with a turnaround story that has largely played out, which can reduce uncertainty around execution.Narratiefupdate • Jan 09
THG: Updated Fair Value And 2025 Guidance Will Shape Balanced Outlook
Analysts have raised their fair value estimate for THG from £0.44 to £0.50, citing updated assumptions on discount rates, revenue growth, profit margins and future P/E. They state that, at current levels, these revisions leave risk and reward more evenly balanced.Narratiefupdate • Dec 13
THG: Future Returns Will Depend On Sustained Margin Execution
Analysts have raised their price target on THG from approximately $0.24 to $0.26 per share, citing a lower perceived risk profile and improving top line growth prospects despite slightly softer margin expectations. Analyst Commentary Recent Street research on THG highlights a more balanced, but still cautious, backdrop as the share price recovery narrows the upside from here.Analyseartikel • Dec 04
Does THG (LON:THG) Have A Healthy Balance Sheet?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Narratiefupdate • Nov 29
THG: Continued Turnaround Progress Will Influence Sentiment Amid Balanced Outlook
Analysts have raised their price target for THG to 43 GBp from 24 GBp, citing emerging signs of improved performance. This supports a shift to a more neutral outlook.Narratiefupdate • Nov 15
THG: Recent Performance Improvements Will Shape Market Sentiment Amid Ongoing Challenges
Analysts have raised their price target for THG Plc to 43 GBp from 24 GBp. They cite indications of improved performance amid recent share price corrections. Analyst Commentary Recent research activity reflects shifting sentiment from analysts regarding THG Plc's valuation and outlook.Narratiefupdate • Nov 01
THG: Share Correction And Index Addition Will Drive Performance Recovery
Analysts increased their price target for THG Plc from 24 GBp to 43 GBp. They cited signs of improved company performance and recent share correction as key drivers for the upward revision. Analyst Commentary Recent analyst actions signal a notable shift in sentiment regarding THG Plc, with attention on both the company's ongoing efforts and underlying risks affecting its valuation.Analyseartikel • Oct 25
Are Investors Undervaluing THG Plc (LON:THG) By 36%?
Key Insights Using the 2 Stage Free Cash Flow to Equity, THG fair value estimate is UK£0.75 THG is estimated to be 36...Narratiefupdate • Oct 17
FTSE 250 Transfer And Demerger Will Strengthen Business Performance
Analysts have raised their price target for THG. The updated fair value is now £0.44, up from £0.43, citing stronger projected revenue growth and signs of improved operational performance.Narratiefupdate • Oct 03
FTSE 250 Transfer And Demerger Will Strengthen Business Performance
The analyst price target for THG has been increased to 43 GBp from 24 GBp. This change reflects analysts' recognition of improved performance and a more favorable discounted growth outlook. Analyst Commentary Following the recent upward revision in THG's price target, analysts have provided their perspectives on the company's outlook and share performance.Analyseartikel • Sep 28
THG Plc's (LON:THG) 30% Share Price Surge Not Quite Adding Up
THG Plc ( LON:THG ) shares have had a really impressive month, gaining 30% after a shaky period beforehand...Narratiefupdate • Sep 18
FTSE 250 Transfer And Demerger Will Strengthen Business Performance
Consensus analyst price targets for THG have been revised downward from £0.412 to £0.402, primarily reflecting ongoing operational challenges, weaker margins, execution risks, and softer revenue forecasts. Analyst Commentary Bearish analysts are lowering price targets due to ongoing operational challenges within THG Plc, reflecting continued pressure on its core business performance.
Nieuw narratief • May 04
FTSE 250 Transfer And Demerger Will Strengthen Business Performance
THG's FTSE 250 Index move and demerger are set to boost liquidity and focus, enhancing revenue growth and EBITDA margins.Analyseartikel • Dec 17
THG Plc (LON:THG) Stock Rockets 28% As Investors Are Less Pessimistic Than Expected
Those holding THG Plc ( LON:THG ) shares would be relieved that the share price has rebounded 28% in the last thirty...Analyseartikel • Oct 14
The Market Doesn't Like What It Sees From THG Plc's (LON:THG) Revenues Yet As Shares Tumble 25%
The THG Plc ( LON:THG ) share price has fared very poorly over the last month, falling by a substantial 25%. Instead of...Analyseartikel • Aug 30
Investors Don't See Light At End Of THG Plc's (LON:THG) Tunnel
When you see that almost half of the companies in the Multiline Retail industry in the United Kingdom have...Analyseartikel • Jun 02
THG Plc's (LON:THG) Intrinsic Value Is Potentially 46% Above Its Share Price
Key Insights The projected fair value for THG is UK£1.01 based on 2 Stage Free Cash Flow to Equity Current share price...Analyseartikel • May 11
THG Plc's (LON:THG) Price Is Right But Growth Is Lacking
When you see that almost half of the companies in the Multiline Retail industry in the United Kingdom have...Analyseartikel • Apr 11
Is THG (LON:THG) Using Debt In A Risky Way?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Opbrengsten en kosten
Opbrengsten en kosten
Hoe THG geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.
Inkomsten en omzetgeschiedenis
| Datum | Inkomsten | Inkomsten | G+A Uitgaven | R&D-uitgaven |
|---|---|---|---|---|
| 31 Dec 25 | 1,718 | -64 | 720 | 0 |
| 30 Sep 25 | 1,702 | -124 | 721 | 0 |
| 30 Jun 25 | 1,687 | -184 | 721 | 0 |
| 31 Mar 25 | 1,719 | -182 | 736 | 0 |
| 31 Dec 24 | 1,751 | -181 | 751 | 0 |
| 30 Jun 24 | 1,759 | -38 | 714 | 0 |
| 31 Mar 24 | 1,819 | -73 | 767 | 0 |
| 31 Dec 23 | 1,880 | -108 | 820 | 0 |
| 30 Sep 23 | 2,092 | -408 | 1,001 | 0 |
| 30 Jun 23 | 2,139 | -567 | 1,029 | 0 |
| 31 Mar 23 | 2,189 | -553 | 1,042 | 0 |
| 31 Dec 22 | 2,239 | -540 | 1,055 | 0 |
| 30 Sep 22 | 2,265 | -351 | 1,059 | 0 |
| 30 Jun 22 | 2,290 | -162 | 1,063 | 0 |
| 31 Mar 22 | 2,235 | -150 | 1,021 | 0 |
| 31 Dec 21 | 2,180 | -138 | 980 | 0 |
| 30 Sep 21 | 2,038 | -352 | 903 | 0 |
| 30 Jun 21 | 1,897 | -567 | 826 | 0 |
| 31 Mar 21 | 1,755 | -550 | 758 | 0 |
| 31 Dec 20 | 1,614 | -533 | 690 | 0 |
| 31 Dec 19 | 1,140 | -44 | 500 | 0 |
| 31 Dec 18 | 916 | 1 | 378 | 0 |
| 31 Dec 17 | 736 | -10 | 292 | 0 |
| 31 Dec 16 | 501 | 11 | 185 | 0 |
| 31 Dec 15 | 334 | 13 | 109 | 0 |
Kwaliteitswinsten: THG is momenteel verliesgevend.
Groeiende winstmarge: THG is momenteel verliesgevend.
Analyse vrije kasstroom versus winst
Analyse van de winstgroei in het verleden
Winsttrend: THG is verlieslatend, maar heeft de verliezen de afgelopen 5 jaar met een snelheid van 26.2% per jaar verminderd.
Versnelling van de groei: Het is niet mogelijk om de winstgroei van THG over het afgelopen jaar te vergelijken met het gemiddelde over de afgelopen vijf jaar, omdat het bedrijf momenteel verliesgevend is.
Winst versus industrie: THG is verlieslatend, waardoor het lastig is om de winstgroei van het afgelopen jaar te vergelijken met die van de Multiline Retail industrie ( 41% ).
Rendement op eigen vermogen
Hoge ROE: THG heeft een negatief Return on Equity ( -14.97% ), omdat het momenteel verliesgevend is.
Rendement op activa
Rendement op geïnvesteerd vermogen
Ontdek sterk presterende bedrijven uit het verleden
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/06/07 12:51 |
| Aandelenkoers aan het einde van de dag | 2026/06/05 00:00 |
| Inkomsten | 2025/12/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
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
THG Plc wordt gevolgd door 12 analisten. 4 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 |
|---|---|
| Aneesha Sherman | Bernstein |
| Alexander Richard Okines | BNP Paribas |
| Adam Gildea | BofA Global Research |