THG (THG) Hisse Özeti
THG Plc, Birleşik Krallık, Amerika Birleşik Devletleri, Avrupa ve uluslararası alanda çevrimiçi perakendeci olarak faaliyet göstermektedir. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 5/6 |
| Gelecekteki Büyüme | 1/6 |
| Geçmiş Performans | 0/6 |
| Finansal Sağlık | 3/6 |
| Temettüler | 0/6 |
Ödüller
Risk Analizi
THG Community Fair Values
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Analyst Price Targets
THG Plc Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | UK£0.31 |
| 52 Haftanın En Yüksek Seviyesi | UK£0.53 |
| 52 Haftanın En Düşük Seviyesi | UK£0.26 |
| Beta | 2.46 |
| 1 Aylık Değişim | -2.75% |
| 3 Aylık Değişim | 8.58% |
| 1 Yıllık Değişim | -3.35% |
| 3 Yıllık Değişim | -63.03% |
| 5 Yıllık Değişim | -94.94% |
| Halka arzdan bu yana değişim | -95.02% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • Jun 14
THG: Retail Media Data Partnerships Will Support Higher Future P/E Multiple
Analysts have trimmed their fair value estimate for THG to £0.535 from £0.5525, citing slightly higher discount rate assumptions, more cautious revenue growth expectations, and a modestly higher future P/E multiple as reasons for the lower price target. Analyst Commentary Bullish Takeaways Bullish analysts see the modestly higher future P/E multiple used in recent models as a sign that the stock could still command support if execution on margins and cash generation holds up against expectations.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Recent updates
Anlatı Güncellemesi • Jun 14
THG: Retail Media Data Partnerships Will Support Higher Future P/E Multiple
Analysts have trimmed their fair value estimate for THG to £0.535 from £0.5525, citing slightly higher discount rate assumptions, more cautious revenue growth expectations, and a modestly higher future P/E multiple as reasons for the lower price target. Analyst Commentary Bullish Takeaways Bullish analysts see the modestly higher future P/E multiple used in recent models as a sign that the stock could still command support if execution on margins and cash generation holds up against expectations.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.
Yeni Anlatı • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Hissedar Getirileri
| THG | GB Multiline Retail | GB Pazar | |
|---|---|---|---|
| 7D | 5.9% | -0.5% | 1.6% |
| 1Y | -3.4% | -10.3% | 19.7% |
Getiri vs. Endüstri: THG geçen yıl % -10.3 oranında getiri sağlayan UK Multiline Retail sektörünü aştı.
Getiri vs Piyasa: THG geçen yıl % 19.7 oranında getiri sağlayan UK Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| THG volatility | |
|---|---|
| THG Average Weekly Movement | 6.7% |
| Multiline Retail Industry Average Movement | 5.8% |
| Market Average Movement | 5.3% |
| 10% most volatile stocks in GB Market | 10.8% |
| 10% least volatile stocks in GB Market | 2.9% |
İstikrarlı Hisse Senedi Fiyatı: THG son 3 ayda UK piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: THG 'nin haftalık oynaklığı ( 7% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 2004 | 2,670 | Matt Moulding | www.thg.com |
THG Plc, Birleşik Krallık, Amerika Birleşik Devletleri, Avrupa ve uluslararası alanda çevrimiçi perakendeci olarak faaliyet göstermektedir. THG Beauty ve THG Nutrition segmentleri aracılığıyla faaliyet göstermektedir. THG Beauty segmenti cilt bakımı, saç bakımı, kozmetik, vücut bakımı ve koku ürünleri üretmekte ve perakende satışını yapmaktadır; ayrıca spa ve deneyim mekanları ile giyim hatları işletmektedir.
THG Plc Temel Bilgiler Özeti
| THG temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | UK£510.49m |
| Kazançlar(TTM) | -UK£63.67m |
| Gelir(TTM) | UK£1.72b |
0.3x
P/S Oranı-8.0x
F/K OranıTHG aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| THG gelir tablosu (TTM) | |
|---|---|
| Gelir | UK£1.72b |
| Gelir Maliyeti | UK£1.02b |
| Brüt Kâr | UK£698.97m |
| Diğer Giderler | UK£762.65m |
| Kazançlar | -UK£63.67m |
Son Raporlanan Kazançlar
Dec 31, 2025
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | -0.039 |
| Brüt Marj | 40.69% |
| Net Kâr Marjı | -3.71% |
| Borç/Özkaynak Oranı | 101.2% |
THG uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/07/05 06:27 |
| Gün Sonu Hisse Fiyatı | 2026/07/03 00:00 |
| Kazançlar | 2025/12/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
THG Plc 12 Bu analistlerden 4, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Aneesha Sherman | Bernstein |
| Alexander Richard Okines | BNP Paribas |
| Adam Gildea | BofA Global Research |