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Updated 17m ago
SGE logo

The Sage Group plcLSE:SGE Stock Report

Market Cap UK£9.1b
Updated 17m ago
Share Price
n/a
1Y-8.3%
7D5.3%
1D-2.5%
Portfolio Value
​
View

The Sage Group plc

LSE:SGE Stock Report

Market Cap: UK£9.1b

  • Company Overview
    • Valuation
    • Future Growth
    • Past Performance
    • Financial Health
    • Dividend
  • Management
  • Ownership
  • Other Information
  • Stock Community

Sage Group (SGE) Stock Overview

Offers technology solutions and services for small and medium businesses in North America, Europe, the United Kingdom, Ireland, Africa and Asia-Pacific. More details

SGE fundamental analysis
Snowflake Score
Valuation4/6
Future Growth4/6
Past Performance5/6
Financial Health2/6
Dividends5/6

Rewards

Trading at 24.4% below our estimate of its fair value

Earnings are forecast to grow 12.66% per year

Earnings grew by 11% over the past year

Pays a reliable dividend of 2.23%

Risk Analysis

Has a high level of debt


SGE Community Fair Values

Create Narrative

See what 62 others think this stock is worth. Follow their fair value or set your own to get alerts.

Analyst Price Targets

AN
AnalystLowTarget
14.4% overvalued intrinsic discount
AnalystLowTarget
•1mo ago

Cloud Adoption Lag And SaaS Rivalry Will Undermine Valuation

147
0
6
AN
AnalystConsensusTarget
10.0% undervalued intrinsic discount
AnalystConsensusTarget
•16d ago

GenAI-Powered Assistant And Market Expansion Will Improve Customer Engagement

205
0
28
AN
AnalystHighTarget
28.0% undervalued intrinsic discount
AnalystHighTarget
•2d ago

Digital Transformation And Cloud Adoption Will Empower Global SMEs

59
0
3

Top Analyst Narratives

AN
AnalystLowTarget
14.4% overvalued intrinsic discount
AnalystLowTarget
•1mo ago

Cloud Adoption Lag And SaaS Rivalry Will Undermine Valuation

147
0
6
AN
AnalystConsensusTarget
10.0% undervalued intrinsic discount
AnalystConsensusTarget
•16d ago

GenAI-Powered Assistant And Market Expansion Will Improve Customer Engagement

205
0
28
AN
AnalystHighTarget
28.0% undervalued intrinsic discount
AnalystHighTarget
•2d ago

Digital Transformation And Cloud Adoption Will Empower Global SMEs

59
0
3
View all narratives

The Sage Group plc Competitors

Bytes Technology Group

Symbol: LSE:BYIT
Market cap: UK£1.1b

Alfa Financial Software Holdings

Symbol: LSE:ALFA
Market cap: UK£470.3m

Cerillion

Symbol: AIM:CER
Market cap: UK£221.0m

Netcall

Symbol: AIM:NET
Market cap: UK£210.7m

Price History & Performance

Summary of share price highs, lows and changes for Sage Group
Historical stock prices
Current Share PriceUK£10.09
52 Week HighUK£11.81
52 Week LowUK£7.72
Beta0.33
1 Month Change-8.15%
3 Month Change25.75%
1 Year Change-8.32%
3 Year Change-1.51%
5 Year Change34.68%
Change since IPO27,932.58%

Recent News & Updates

User avatar
Narrative Update • Sep 17

SGE: AI Execution And Q3 Momentum Will Support Durable Long Term Upside

The analyst fair value estimate for Sage Group moves from £13.34 to £14.00. This reflects recent price target increases across several banks that cite stronger revenue growth assumptions, a slightly lower discount rate and a modestly higher future P/E multiple, partly offset by a small reduction in projected profit margin.
User avatar
Narrative Update • Sep 03

SGE: Fair Value, AI Adoption And Execution Will Shape Future Returns

The updated analyst price target for Sage Group reflects a modest fair value increase to £11.20 from £10.79. This is supported by Street research that has raised price targets into a £1,000 to £1,245 range and cites steadier discount rate assumptions, slightly higher revenue growth expectations and a marginally higher future P/E multiple.
User avatar
Narrative Update • Aug 17

SGE: Rich Pricing Will Test Execution After Modest Assumption Upgrades

The analyst fair value estimate for Sage Group has increased from £8.50 to about £8.81, reflecting revised price targets across the Street that cluster between £9.00 and £11.65 as analysts factor in updates to revenue growth, profit margins and future P/E assumptions. Analyst Commentary Recent Street research on Sage Group shows a wide range of views on the stock, with several firms adjusting price targets over the past few months.
User avatar
Narrative Update • Aug 03

SGE: Rich Pricing Will Test Deliveries After Raised Growth Assumptions

The analyst price target for Sage Group is updated higher by £0.11 per share, with recent research citing revised growth assumptions, a slightly lower discount rate, and modestly adjusted profit expectations as key drivers. Analyst Commentary Recent Street research on Sage Group shows a cluster of higher price targets, but there are still pockets of caution that readers should keep in mind.

Recent updates

User avatar
Narrative Update • Sep 17

SGE: AI Execution And Q3 Momentum Will Support Durable Long Term Upside

The analyst fair value estimate for Sage Group moves from £13.34 to £14.00. This reflects recent price target increases across several banks that cite stronger revenue growth assumptions, a slightly lower discount rate and a modestly higher future P/E multiple, partly offset by a small reduction in projected profit margin.
User avatar
Narrative Update • Sep 03

SGE: Fair Value, AI Adoption And Execution Will Shape Future Returns

The updated analyst price target for Sage Group reflects a modest fair value increase to £11.20 from £10.79. This is supported by Street research that has raised price targets into a £1,000 to £1,245 range and cites steadier discount rate assumptions, slightly higher revenue growth expectations and a marginally higher future P/E multiple.
User avatar
Narrative Update • Aug 17

SGE: Rich Pricing Will Test Execution After Modest Assumption Upgrades

The analyst fair value estimate for Sage Group has increased from £8.50 to about £8.81, reflecting revised price targets across the Street that cluster between £9.00 and £11.65 as analysts factor in updates to revenue growth, profit margins and future P/E assumptions. Analyst Commentary Recent Street research on Sage Group shows a wide range of views on the stock, with several firms adjusting price targets over the past few months.
User avatar
Narrative Update • Aug 03

SGE: Rich Pricing Will Test Deliveries After Raised Growth Assumptions

The analyst price target for Sage Group is updated higher by £0.11 per share, with recent research citing revised growth assumptions, a slightly lower discount rate, and modestly adjusted profit expectations as key drivers. Analyst Commentary Recent Street research on Sage Group shows a cluster of higher price targets, but there are still pockets of caution that readers should keep in mind.
User avatar
Narrative Update • Jun 29

SGE: AI Adoption And Capital Returns Will Support Future Share Price Upside

The updated Sage Group narrative reflects a lower implied price target, moving in line with recent Street revisions, such as JPMorgan's cut to £10.00 from £11.00 and Deutsche Bank's trim to £9.00. It also incorporates analyst views on moderating growth assumptions, a slightly higher discount rate, and a reduced future P/E multiple, offset by a small uplift in margin expectations.
User avatar
Narrative Update • Jun 15

SGE: AI Rollout And Buybacks Will Support Durable Long Term Upside

Narrative Update on Sage Group Analysts have trimmed the central price target framework for Sage Group, with the fair value marker moving from about £15.22 to £13.34. This broadly aligns with recent Street price target cuts toward £9.00 and lower P/E assumptions, even as some research points to more supportive views around margins and a higher £11.65 target from other firms.
User avatar
Narrative Update • Jun 01

SGE: AI Rollout And Buybacks Will Shape Balanced Outlook After Mixed Repricing

Sage Group’s updated analyst price target now sits around £8.61 per share, down from about £8.77, as analysts factor in reduced revenue growth assumptions, slightly higher discount rates, and mixed Street views that include recent target cuts alongside at least one upgrade to Buy. Analyst Commentary Recent research on Sage Group reflects a split view, with some analysts taking a more cautious stance while others remain constructive.
User avatar
Narrative Update • May 17

SGE: AI Rollout And Buyback Will Shape Measured Outlook After Cautious Repricing

Analysts have adjusted Sage Group's fair value estimate from about £8.50 to roughly £8.77 per share, aligning with recent price target changes to £11.50 from £13.00 as they factor in updated assumptions for discount rates, revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent Street research on Sage Group has leaned more cautious, with price targets adjusted to reflect what bearish analysts see as a less generous backdrop for valuation and execution.
User avatar
Narrative Update • May 01

SGE: Mixed Views On AI Rollout And Buyback Will Shape Future Upside

Analysts have trimmed Sage Group's fair value estimate to £8.50 from £9.00, reflecting recent reductions in Street price targets to around £11.50 and updated assumptions on discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Recent Street research has tilted more cautious on Sage Group, with several Bearish analysts cutting price targets and reassessing the risk and reward trade off.
User avatar
Narrative Update • Apr 16

SGE: Banking Partnerships And Share Buybacks Will Support Future Share Price Upside

Narrative Update The analyst price target for Sage Group has been reduced by £200, with analysts attributing this change to a lower fair value estimate, a reduced future P/E assumption and updated margin expectations. Analyst Commentary Recent research on Sage Group has focused on recalibrating valuation assumptions rather than making wholesale changes to the fundamental story.
User avatar
Narrative Update • Apr 01

SGE: Mixed Research Views And Partnerships Will Shape Future Upside Potential

Analysts have reduced Sage Group's fair value estimate from £9.50 to £9.00. This reflects recent price target revisions from £14.00 to £11.50, along with mixed updates that balance slightly adjusted growth, margin and future P/E assumptions.
User avatar
Narrative Update • Mar 18

SGE: Cloud Partnerships And Buybacks Will Support Durable Long Term Upside

Analysts have trimmed the Sage Group fair value estimate from about £16.20 to roughly £15.22, citing lower price targets such as Citi's move to £11.50 per share, alongside more supportive views from other firms that still regard the company's growth outlook as attractively priced at current levels. Analyst Commentary Recent research shows a mixed but generally constructive tone around Sage Group, with some trimming of upside targets alongside fresh upgrades that point to confidence in the current share price as an entry point.
User avatar
Narrative Update • Mar 04

SGE: Upgrades And Execution Will Shape Future Upside Potential

Analysts have nudged their blended price target for Sage Group to £1,425, up £25, citing what they see as attractively priced growth and slight tweaks to assumptions around the discount rate, revenue growth, margins and future P/E. Analyst Commentary Recent research points to what some analysts see as attractively priced growth for Sage Group at current share levels, with price targets such as £1,425 being cited as consistent with this view.
User avatar
Narrative Update • Feb 18

SGE: Embedded Banking Partnerships Will Support Further Share Price Upside

The analyst price target for Sage Group has been adjusted to £1,250 from £1,350, as analysts refine fair value, discount rate, growth, margin and P/E assumptions in light of recent mixed research that includes both upgrades and a reduced target. Analyst Commentary Recent research on Sage Group reflects a mix of optimism on growth prospects and caution on valuation and execution, which helps explain the adjustment in the consensus price target.
User avatar
Narrative Update • Feb 03

SGE: Mixed Rating Signals And Execution Risks Will Shape Future Fair Value Outlook

The analyst price target for Sage Group has shifted to £12.50 from £13.50, as analysts balance softer assumptions around future P/E with still supportive views on revenue growth, margins and recent upgrades that present current growth as attractively priced and the shares as undervalued. Analyst Commentary Recent Street research shows a mixed but generally constructive stance on Sage Group, with several firms adjusting price targets while reiterating positive views on the business model and revenue profile.
Analysis Article • Feb 02

Subdued Growth No Barrier To The Sage Group plc's (LON:SGE) Price

When close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") below 16x, you may...
Analysis Article • Jan 21

Estimating The Fair Value Of The Sage Group plc (LON:SGE)

Key Insights Sage Group's estimated fair value is UK£11.44 based on 2 Stage Free Cash Flow to Equity With UK£10.42...
User avatar
Narrative Update • Jan 20

SGE: Durable Model And Capital Returns Will Support Further Share Price Upside

Narrative update on Sage Group The updated analyst price target for Sage Group reflects a modest fair value adjustment to £13.02. Analysts point to recent mixed target changes across £12.50 to £14.25 and differing views on growth, valuation and the durability of its model.
Analysis Article • Jan 07

Sage Group's (LON:SGE) Shareholders Will Receive A Bigger Dividend Than Last Year

The Sage Group plc ( LON:SGE ) has announced that it will be increasing its dividend from last year's comparable...
User avatar
Narrative Update • Jan 06

SGE: Mixed Rating Signals And Execution Risks Will Shape Fair Value Outlook

We have trimmed our fair value estimate for Sage Group from £10.50 to £10.00 per share. This reflects analysts' mixed price target revisions around £12.50 to £13.50, which weigh a higher discount rate and slightly lower margin expectations against steady growth assumptions and a more moderate future P/E of about 22.4x.
Analysis Article • Dec 29

Does Sage Group (LON:SGE) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analysis Article • Dec 16

Sage Group (LON:SGE) Is Increasing Its Dividend To £0.144

The Sage Group plc ( LON:SGE ) will increase its dividend from last year's comparable payment on the 10th of February...
User avatar
Narrative Update • Dec 15

SGE: Cloud Transition And Buybacks Will Support Durable Long Term Upside

Analysts now set a modestly higher fair value for Sage Group at approximately £16.20 per share, up from about £16.00. This reflects confidence in its durable growth model and recent earnings delivery, even as they factor in slightly slower revenue growth and margin expectations.
Analysis Article • Dec 06

Analyst Estimates: Here's What Brokers Think Of The Sage Group plc (LON:SGE) After Its Annual Report

The full-year results for The Sage Group plc ( LON:SGE ) were released last week, making it a good time to revisit its...
User avatar
Narrative Update • Dec 01

SGE: Share Buyback and New Dividend Plan Set to Drive Upside

Analysts have revised Sage Group's price target downward from £13.49 to £13.23 per share. This reflects a modest reduction as they incorporate mixed views on growth prospects and recent updates to revenue and discount rate assumptions.
Analysis Article • Nov 30

Sage Group (LON:SGE) Is Increasing Its Dividend To £0.144

The Sage Group plc ( LON:SGE ) will increase its dividend from last year's comparable payment on the 10th of February...
Analysis Article • Nov 22

The Sage Group plc (LON:SGE) Annual Results Just Came Out: Here's What Analysts Are Forecasting For This Year

The Sage Group plc ( LON:SGE ) shareholders are probably feeling a little disappointed, since its shares fell 2.3% to...
Analysis Article • Nov 12

Returns On Capital At Sage Group (LON:SGE) Have Hit The Brakes

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...
User avatar
New Narrative • Nov 24

AI Integration And Global Expansion Propel Exciting Revenue Growth And Market Opportunities

Sage is advancing AI integration to boost operational efficiency and customer engagement, fostering revenue growth through adoption and retention.

Shareholder Returns

SGEGB SoftwareGB Market
7D5.3%4.4%0.04%
1Y-8.3%-12.4%15.9%

Return vs Industry: SGE exceeded the UK Software industry which returned -12.4% over the past year.

Return vs Market: SGE underperformed the UK Market which returned 15.9% over the past year.

Price Volatility

Is SGE's price volatile compared to industry and market?
SGE volatility
SGE Average Weekly Movement5.4%
Software Industry Average Movement5.4%
Market Average Movement4.9%
10% most volatile stocks in GB Market10.8%
10% least volatile stocks in GB Market2.6%

Stable Share Price: SGE has not had significant price volatility in the past 3 months compared to the UK market.

Volatility Over Time: SGE's weekly volatility (5%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
198111,094Steve Harewww.sage.com

The Sage Group plc, together with its subsidiaries, offers technology solutions and services for small and medium businesses in North America, Europe, the United Kingdom, Ireland, Africa and Asia-Pacific. It offers Sage Intacct, cloud accounting and financial management software for mid-sized and growing businesses; Sage People, an integrated HR and Payroll solution; Sage 200, a scalable management solution; Sage X3, a flexible, intuitive, and tailored business solution; Sage Accounting, a cloud software for managing invoicing, cash flow, tax, and more, from anywhere. Ideal for small businesses; Sage Payroll for start-ups and small businesses manage their payroll; and Sage HR for small and mid-sized businesses for record management, leave management, staff scheduling, and expenses services.

The Sage Group plc Fundamentals Summary

How do Sage Group's earnings and revenue compare to its market cap?
SGE fundamental statistics
Market capUK£9.05b
Earnings (TTM)UK£385.00m
Revenue (TTM)UK£2.63b
23.5x
P/E Ratio
3.4x
P/S Ratio

Is SGE overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
SGE income statement (TTM)
RevenueUK£2.63b
Cost of RevenueUK£196.00m
Gross ProfitUK£2.44b
Other ExpensesUK£2.05b
EarningsUK£385.00m

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

Nov 19, 2026

Earnings per share (EPS)0.43
Gross Margin92.56%
Net Profit Margin14.62%
Debt/Equity Ratio868.6%

How did SGE perform over the long term?

See historical performance and comparison

Dividends

2.2%
Current Dividend Yield
56%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/20 00:49
End of Day Share Price 2026/09/18 00:00
Earnings2026/03/31
Annual Earnings2025/09/30

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
  • SEC Form 10-K
  • SEC Form 10-Q
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
  • Analyst Research Reports
  • Blue Matrix
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
  • ICE Market Data
  • SEC Form S-1
Ownership10 years
  • Top shareholders
  • Insider trading
  • SEC Form 4
  • SEC Form 13D
Management10 years
  • Leadership team
  • Board of directors
  • SEC Form 10-K
  • SEC Form DEF 14A
Key Developments10 years
  • Company announcements
  • SEC Form 8-K

* 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 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

The Sage Group plc is covered by 37 analysts. 18 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Alexander ToutArete Research Services LLP
Knut WollerBaader Helvea Equity Research
Sven MerktBarclays

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