Baltic Classifieds Group PLC

LSE:BCG Stock Report

Market Cap: UK£816.2m

Baltic Classifieds Group Past Earnings Performance

Past criteria checks 4/6

Baltic Classifieds Group has been growing earnings at an average annual rate of 52.7%, while the Interactive Media and Services industry saw earnings growing at 10.3% annually. Revenues have been growing at an average rate of 14.6% per year. Baltic Classifieds Group's return on equity is 14%, and it has net margins of 57.7%.

Key information

52.68%

Earnings growth rate

53.34%

EPS growth rate

Interactive Media and Services Industry Growth5.38%
Revenue growth rate14.58%
Return on equity13.96%
Net Margin57.68%
Next Earnings Update02 Jul 2026

Recent past performance updates

Recent updates

Narrative Update Jun 06

BCG: 2026 Extraordinary Meeting Will Support Continued Upside Potential

Analysts have trimmed their price target on Baltic Classifieds Group to £2.49, a marginal move that reflects slightly adjusted assumptions around fair value, discount rate, and long term growth and profitability expectations. What's in the News Baltic Classifieds Group has scheduled a Special and Extraordinary Shareholders Meeting for May 27, 2026, at 11:00 FLE Standard Time.
Narrative Update May 12

BCG: Upcoming 2026 Shareholder Meeting Will Support Continued Upside Potential

Analysts have trimmed their price target for Baltic Classifieds Group from £2.61 to £2.50, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E. What's in the News Baltic Classifieds Group has scheduled a Special or Extraordinary Shareholders Meeting for May 27, 2026, at 11:00 FLE Standard Time.
Narrative Update Apr 21

BCG: Slight Model Tweaks Will Still Support Upside Potential

Analysts have slightly reduced their fair value estimate for Baltic Classifieds Group to £2.61 from £2.61, citing small adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions. Valuation Changes Fair Value: Adjusted slightly from £2.61 to £2.61 per share.
Narrative Update Apr 05

BCG: Steady Assumptions And Higher Discount Rate Will Still Support Upside

Analysts have slightly adjusted their price target for Baltic Classifieds Group, keeping fair value steady at about £2.61 per share, while fine tuning assumptions around discount rate, growth and future P/E to reflect updated views on the risk profile and earnings trajectory. Valuation Changes Fair Value: Held steady at £2.61 per share, with no change in the modelled fair value estimate.
Narrative Update Mar 22

BCG: Slightly Lower Multiple Assumptions Will Still Support Future Upside

Analysts have nudged their price target for Baltic Classifieds Group slightly lower to £2.61 from £2.67, reflecting modest tweaks to fair value, discount rate, revenue growth, profit margin and future P/E assumptions. Valuation Changes Fair Value: model estimate adjusted from £2.67 to £2.61 per share, a small downward move.
Narrative Update Mar 07

BCG: Stable Margins And Higher P/E Assumptions Will Support Upside

Analysts have made a small upward revision to their price targets for Baltic Classifieds Group, reflecting updated fair value and P/E assumptions while keeping revenue growth and profit margin expectations broadly unchanged. Valuation Changes Fair Value: £2.67, fractionally higher than the prior £2.67 estimate, indicating only a minimal adjustment to the valuation model.
Narrative Update Feb 21

BCG: 2026 Euro Dividend And 2027 Double Digit Outlook Will Support Upside

Analysts have nudged their fair value estimate for Baltic Classifieds Group slightly higher to £2.67 from £2.65, citing updated assumptions on the discount rate, revenue growth, profit margin, and future P/E that together support a modestly richer valuation framework. What's in the News Baltic Classifieds Group PLC declared an interim dividend of €0.013 for the year 2026, with payment scheduled for 23 January 2026 to shareholders on the register as of 12 December 2025 (Key Developments).
Narrative Update Feb 07

BCG: 2026 Dividend And Double Digit Guidance Will Support Upside

Narrative Update Analysts have trimmed their price target on Baltic Classifieds Group slightly to reflect a marginally higher discount rate, a small adjustment to fair value to €2.65, and modest tweaks to revenue growth, profit margin and future P/E assumptions. What's in the News Baltic Classifieds Group has declared an interim dividend of €0.013 per share for the 2026 financial year, to be paid on 23 January 2026 to shareholders on the register as of 12 December 2025 (Key Developments).
Narrative Update Jan 23

BCG: Rising Margins And 2026 Dividend Plan Will Support Upside

Analysts have slightly reduced their fair value estimate for Baltic Classifieds Group to €2.67 from €2.75, pointing to updated assumptions that include a modestly lower revenue growth outlook, a small improvement in profit margin expectations, and a slightly lower future P/E multiple. What's in the News Baltic Classifieds Group issued earnings guidance for the second half of the year, indicating that revenue growth is expected to be above the first half level.
Narrative Update Jan 08

BCG: Dividend Outlook And Double Digit 2027 Guidance Will Support Upside

Analysts have trimmed their price target for Baltic Classifieds Group to reflect slightly lower fair value estimates, a modest uptick in the assumed discount rate, and small reductions in projected revenue growth, profit margin and future P/E multiples. What's in the News Baltic Classifieds Group issued earnings guidance for the second half of the year, stating that revenue growth for the period is expected to be above that of the first half, with growth projected to reach double digits in fiscal 2027 (company guidance).
Narrative Update Dec 17

BCG: Dividend And Buybacks Will Support Future Share Price Upside

Analysts have trimmed their price target on Baltic Classifieds Group by roughly 15 percent to reflect slightly softer assumptions on revenue growth, profitability, and future valuation multiples, while only modestly adjusting their discount rate. What's in the News Issued new second half guidance indicating revenue growth should exceed first half levels and accelerate into double digits by fiscal 2027, despite record inventory comparables and a softer Estonian auto market (company guidance) Announced an interim dividend of EUR 0.013 per share for 2026, payable on 23 January 2026, with shareholders able to elect payment in British pounds sterling (company announcement) Recommended and secured shareholder approval for a final 2025 dividend of EUR 0.026 per share, payable on 17 October 2025 to shareholders on the register as of 12 September 2025 (AGM announcement) Launched a share repurchase program authorizing buybacks of up to 48,435,267 shares, equivalent to 10 percent of issued share capital, with purchases allowed through 24 December 2026 or until the next AGM (AGM mandate) Lowered full year 2025 guidance, now expecting revenue and profit growth to be 3 percent to 4 percent below prior expectations (company guidance) Valuation Changes The Fair Value Estimate has fallen moderately from 3.42 to 2.90, implying roughly a 15 percent reduction in the intrinsic value assessment.
Narrative Update Dec 03

BCG: Dividend And Strong Margins Will Underpin Future Share Appeal

Narrative Update on Baltic Classifieds Group Analysts have trimmed their price target on Baltic Classifieds Group by approximately 6 percent to around €3.42, citing slightly lower long term revenue growth and margin expectations, as well as a modestly reduced future earnings multiple. What's in the News Baltic Classifieds Group PLC lowered its full year 2025 guidance, now expecting revenue and profit growth to come in roughly 3 to 4 percent below prior expectations (company guidance).
Narrative Update Nov 19

BCG: Dividend Recommendation And P/E Uplift Will Drive Future Share Appeal

Baltic Classifieds Group: Analyst Price Target Update Analysts have slightly reduced their price target for Baltic Classifieds Group, lowering it from €3.65 to €3.64. This change is due to a modest increase in discount rate, while key growth and profitability expectations remain steady.
Narrative Update Nov 01

BCG: Dividend Approval And Margins Will Drive Future Value Creation

Analysts have slightly lowered their fair value price target for Baltic Classifieds Group from €3.66 to €3.65. This change is due to marginal adjustments to discount rates and future earnings estimates.
Narrative Update Oct 17

Digital Adoption And European Expansion Will Create Future Value

Baltic Classifieds Group's analyst price target has slightly decreased from €3.69 to €3.66. Analysts cite modest downward revisions to revenue growth and profit margin expectations as key factors behind the adjustment.
Narrative Update Oct 03

Digital Adoption And European Expansion Will Create Future Value

Analysts have slightly lowered their price target for Baltic Classifieds Group from €3.83 to €3.69. They cite more moderate expectations for revenue growth and profitability margins.
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New Narrative Jul 24

Digital Adoption And European Expansion Will Create Future Value

Accelerating digital adoption and value-added service integration are expanding customer base, ARPU, and supporting sustained revenue and margin growth.
Analysis Article Jul 05

We Think Baltic Classifieds Group (LON:BCG) Can Manage Its Debt With Ease

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Analysis Article Jul 05

Results: Baltic Classifieds Group PLC Exceeded Expectations And The Consensus Has Updated Its Estimates

Investors in Baltic Classifieds Group PLC ( LON:BCG ) had a good week, as its shares rose 4.8% to close at UK£2.50...
Analysis Article May 24

Calculating The Intrinsic Value Of Baltic Classifieds Group PLC (LON:BCG)

Key Insights The projected fair value for Baltic Classifieds Group is UK£2.11 based on 2 Stage Free Cash Flow to Equity...
Analysis Article May 02

Here's Why Baltic Classifieds Group (LON:BCG) Has Caught The Eye Of Investors

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Analysis Article Feb 19

Estimating The Fair Value Of Baltic Classifieds Group PLC (LON:BCG)

Key Insights Baltic Classifieds Group's estimated fair value is UK£2.14 based on 2 Stage Free Cash Flow to Equity...
Analysis Article Jan 27

Is It Time To Consider Buying Baltic Classifieds Group PLC (LON:BCG)?

Baltic Classifieds Group PLC ( LON:BCG ), might not be a large cap stock, but it saw a double-digit share price rise of...
Analysis Article Jan 05

Does Baltic Classifieds Group (LON:BCG) Deserve A Spot On Your Watchlist?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Analysis Article Dec 05

Baltic Classifieds Group (LON:BCG) Might Have The Makings Of A Multi-Bagger

There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
Analysis Article Nov 14

Calculating The Fair Value Of Baltic Classifieds Group PLC (LON:BCG)

Key Insights Baltic Classifieds Group's estimated fair value is UK£1.85 based on 2 Stage Free Cash Flow to Equity...
Analysis Article Oct 10

What Does Baltic Classifieds Group PLC's (LON:BCG) Share Price Indicate?

Baltic Classifieds Group PLC ( LON:BCG ), might not be a large cap stock, but it saw significant share price movement...
Analysis Article Sep 18

Here's Why Baltic Classifieds Group (LON:BCG) Has Caught The Eye Of Investors

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Analysis Article Aug 11

Baltic Classifieds Group (LON:BCG) Is Looking To Continue Growing Its Returns On Capital

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Analysis Article May 22

Are Baltic Classifieds Group PLC (LON:BCG) Investors Paying Above The Intrinsic Value?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Baltic Classifieds Group fair value estimate is UK£1.26 Baltic...
Analysis Article Feb 22

Returns At Baltic Classifieds Group (LON:BCG) Appear To Be Weighed Down

There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
Analysis Article Nov 17

Returns On Capital Are Showing Encouraging Signs At Baltic Classifieds Group (LON:BCG)

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...

Revenue & Expenses Breakdown

How Baltic Classifieds Group makes and spends money. Based on latest reported earnings, on an LTM basis.


Earnings and Revenue History

LSE:BCG Revenue, expenses and earnings (EUR Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
31 Oct 25865020
31 Jul 25844720
30 Apr 25834520
31 Jan 25804220
31 Oct 24783820
31 Jul 24753520
30 Apr 24723220
31 Jan 24693020
31 Oct 23672720
31 Jul 23642520
30 Apr 23612320
31 Jan 23582220
31 Oct 22562020
31 Jul 22531120
30 Apr 2251120
31 Jan 2249-220
31 Oct 2147-720
31 Jul 2145-410
30 Apr 2142010

Quality Earnings: BCG has high quality earnings.

Growing Profit Margin: BCG's current net profit margins (57.7%) are higher than last year (49.2%).


Free Cash Flow vs Earnings Analysis


Past Earnings Growth Analysis

Earnings Trend: BCG's earnings have grown significantly by 52.7% per year over the past 5 years.

Accelerating Growth: BCG's earnings growth over the past year (28.9%) is below its 5-year average (52.7% per year).

Earnings vs Industry: BCG earnings growth over the past year (28.9%) exceeded the Interactive Media and Services industry 5.1%.


Return on Equity

High ROE: BCG's Return on Equity (14%) is considered low.


Return on Assets


Return on Capital Employed


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/10 17:21
End of Day Share Price 2026/06/10 00:00
Earnings2025/10/31
Annual Earnings2025/04/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Baltic Classifieds Group PLC is covered by 16 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Andrew RossBarclays
Jonathan ByrneBerenberg
Ciaran DonnellyBerenberg