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S4 Capital plc Stock Price

LSE:SFOR Community·UK£264.9m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 36 Fair Values set on narratives written by author

SFOR Share Price Performance

UK£0
-0.27 (-100.00%)
UK£0.52
Fair Value
UK£0
-0.27 (-100.00%)
Price UK£0

SFOR Community Narratives

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Fair Value UK£0.52 23.4% undervalued intrinsic discount

Digital Expansion And AI Integration Will Revolutionize Advertising Markets

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Fair Value UK£0.41 1.9% undervalued intrinsic discount

Restructuring, AI Services And NVIDIA Partnership Will Transform Operations

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·
Fair Value UK£0.24 66.5% overvalued intrinsic discount

Margin Squeeze And Revenue Drag Will Persist Yet Offer Hope

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UK£0.24
66.5% overvalued intrinsic discount
Profit Margin
0.24%
Future PE
168.18x
Price in 2029
UK£0.31

Trending Discussion

Updated Narratives

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SFOR: Future Repricing Will Depend On Margin Delivery And Dividend Stability

Fair Value: UK£0.41 1.9% undervalued intrinsic discount
12 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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SFOR: Higher Price Objectives And Dividend Proposal Will Support Future Re Rating

Fair Value: UK£0.52 23.4% undervalued intrinsic discount
4 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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SFOR: Narrow Price Range Will Test Fragile Profitability Expectations

Fair Value: UK£0.24 66.5% overvalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Undervalued with excellent balance sheet.

2 Risks
3 Rewards

S4 Capital plc Key Details

UK£754.8m

Revenue

UK£81.8m

Cost of Revenue

UK£673.0m

Gross Profit

UK£697.8m

Other Expenses

-UK£24.8m

Earnings

Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
-0.038
89.16%
-3.29%
64.1%
View Full Analysis

About SFOR

Founded
n/a
Employees
6307
CEO
n/a
WebsiteView website
www.s4capital.com

S4 Capital plc, together with its subsidiaries, provides digital advertising, marketing, and technology services in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company offers contents, campaigns, and assets for paid, social, and earned media, such as digital platforms and apps, as well as brand activations. It also provides campaign management analytics, creative production and ad serving, platform and systems integration, transition, and training and education services. In addition, the company offers digital transformation services in delivering digital product design, engineering, and delivery services. The company has a strategic partnership with Windsurf to create AI development environment. The company is headquartered in London, the United Kingdom.

Recent SFOR News & Updates

Narrative Update May 16

SFOR: Future Repricing Will Depend On Margin Delivery And Dividend Stability

S4 Capital's analyst price target has been raised to £0.41 from £0.27, as analysts factor in a lower discount rate, a smaller expected revenue decline, a reduced profit margin, and a much higher assumed future P/E multiple, supported by recent price target lifts from Morgan Stanley and Deutsche Bank. Analyst Commentary Recent Street research on S4 Capital has centred on a series of price target adjustments in the low-20 GBp range, with some analysts updating their models to reflect changes in discount rates, revenue expectations, profit margins and assumed future P/E multiples.
Narrative Update May 01

SFOR: Higher Price Objectives And Dividend Proposal Will Support Future Re Rating

Analysts have inched their average price target for S4 Capital higher to about £0.52, citing recent target increases from £0.20 to £0.22 and small upward moves from both Morgan Stanley and Deutsche Bank as support for a slightly more constructive view on the shares. Analyst Commentary Recent research points to a slightly more constructive tone around S4 Capital, with several bullish analysts adjusting their views in favour of higher price targets and reiterating neutral stances rather than turning more cautious.

Recent updates

No updates