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THG PlcLSE:THG Stok Raporu

Piyasa Değeri UK£539.4m
Hisse Fiyatı
UK£0.33
UK£0.55
40.5% değerinin altında içsel indirim
1Y28.9%
7D5.5%
Portföy Değeri
Görünüm

THG Plc

LSE:THG Stok Raporu

Piyasa değeri: UK£539.4m

THG Community Fair Values

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See what 23 others think this stock is worth. Follow their fair value or set your own to get alerts.

THG Plc Rakipler

Fiyat Geçmişi ve Performans

Hisse fiyatlarındaki yükseliş, düşüş ve değişimlerin özeti THG
Tarihsel hisse senedi fiyatları
Güncel Hisse FiyatıUK£0.33
52 Haftanın En Yüksek SeviyesiUK£0.53
52 Haftanın En Düşük SeviyesiUK£0.23
Beta2.43
1 Aylık Değişim-14.73%
3 Aylık Değişim-6.75%
1 Yıllık Değişim28.94%
3 Yıllık Değişim-43.11%
5 Yıllık Değişim-94.53%
Halka arzdan bu yana değişim-94.74%

Son Haberler & Güncellemeler

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.

Recent updates

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.
User avatar
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

THGGB Multiline RetailGB Pazar
7D5.5%2.5%0.5%
1Y28.9%-8.1%18.0%

Getiri vs. Endüstri: THG geçen yıl % -8.1 oranında getiri sağlayan UK Multiline Retail sektörünü aştı.

Getiri vs Piyasa: THG geçen yıl % 18 oranında getiri sağlayan UK Piyasasını aştı.

Fiyat Oynaklığı

Is THG's price volatile compared to industry and market?
THG volatility
THG Average Weekly Movement8.2%
Multiline Retail Industry Average Movement5.2%
Market Average Movement5.7%
10% most volatile stocks in GB Market12.0%
10% least volatile stocks in GB Market3.1%

İstikrarlı Hisse Senedi Fiyatı: THG son 3 ayda UK piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.

Zaman İçindeki Volatilite: THG 'nin haftalık oynaklığı ( 8% ) son bir yıldır istikrarlı seyretti.

Şirket Hakkında

KurulduÇalışanlarCEOWeb sitesi
20042,670Matt Mouldingwww.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'un kazançları ve gelirleri piyasa değeriyle nasıl karşılaştırılır?
THG temel i̇stati̇sti̇kler
Piyasa değeriUK£539.36m
Kazançlar(TTM)-UK£63.67m
Gelir(TTM)UK£1.72b
0.3x
P/S Oranı
-8.5x
F/K Oranı

Kazanç ve Gelir

En son kazanç raporundan temel karlılık istatistikleri (TTM)
THG gelir tablosu (TTM)
GelirUK£1.72b
Gelir MaliyetiUK£1.02b
Brüt KârUK£698.97m
Diğer GiderlerUK£762.65m
Kazançlar-UK£63.67m

Son Raporlanan Kazançlar

Dec 31, 2025

Sonraki Kazanç Tarihi

n/a

Hisse başına kazanç (EPS)-0.039
Brüt Marj40.69%
Net Kâr Marjı-3.71%
Borç/Özkaynak Oranı101.2%

THG uzun vadede nasıl bir performans gösterdi?

Geçmiş performansı ve karşılaştırmayı görün

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/20 04:10
Gün Sonu Hisse Fiyatı2026/05/20 00:00
Kazançlar2025/12/31
Yıllık Kazançlar2025/12/31

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.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* 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 ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan 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.

AnalistKurum
Aneesha ShermanBernstein
Alexander Richard OkinesBNP Paribas
Adam GildeaBofA Global Research