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Upturn AI SWOT - About
Stagwell Inc (STGW)
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Upturn Advisory Summary
07/02/2025: STGW (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
8 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $8.34
1 Year Target Price $8.34
| 4 | Strong Buy |
| 1 | Buy |
| 3 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -52.07% | Avg. Invested days 25 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/02/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.22B USD | Price to earnings Ratio - | 1Y Target Price 8.34 |
Price to earnings Ratio - | 1Y Target Price 8.34 | ||
Volume (30-day avg) 8 | Beta 1.54 | 52 Weeks Range 4.03 - 8.18 | Updated Date 07/2/2025 |
52 Weeks Range 4.03 - 8.18 | Updated Date 07/2/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.01 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 0.02% | Operating Margin (TTM) 3.83% |
Management Effectiveness
Return on Assets (TTM) 2.49% | Return on Equity (TTM) 2.56% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 2831693098 | Price to Sales(TTM) 0.43 |
Enterprise Value 2831693098 | Price to Sales(TTM) 0.43 | ||
Enterprise Value to Revenue 1 | Enterprise Value to EBITDA 7.92 | Shares Outstanding 267683008 | Shares Floating 114338003 |
Shares Outstanding 267683008 | Shares Floating 114338003 | ||
Percent Insiders 48.69 | Percent Institutions 48.29 |
Upturn AI SWOT
Stagwell Inc
Company Overview
History and Background
Stagwell Inc. (formerly MDC Partners) was founded in 1980. Mark Penn took control in 2019, rebranding the company to Stagwell. It focuses on digital marketing and transformation, moving away from traditional advertising.
Core Business Areas
- Integrated Agencies: Provides advertising, public relations, and digital marketing services to clients. Includes agencies like Anomaly, Assembly and Code and Theory
- Marketing Cloud: Offers digital marketing technology solutions, including data analytics, customer relationship management (CRM), and marketing automation.
- Communications: Specializes in strategic communications, crisis management, and public affairs.
- Research and Insights: Provides market research, data analytics, and insights services to help clients understand consumer behavior and trends.
Leadership and Structure
Mark Penn serves as Chairman and CEO. The company operates with a decentralized structure, empowering individual agencies while providing centralized support and resources.
Top Products and Market Share
Key Offerings
- Stagwell Marketing Cloud: A suite of digital marketing tools for data analytics, CRM, and marketing automation. Market share is growing, but still relatively small compared to Adobe and Salesforce. Competitors are Adobe, Salesforce, Oracle and SAP.
- Integrated Agency Services: Full-service advertising and marketing solutions offered through various agencies within the Stagwell network. Market share fluctuates based on client wins and losses, competing with WPP, Omnicom, Publicis, and Interpublic Group.
- Communications and Public Affairs: Strategic communication, crisis management, and public affairs consulting, competing with Edelman, BCW, and Finsbury Glover Hering.
Market Dynamics
Industry Overview
The marketing and advertising industry is undergoing rapid digital transformation. Clients are increasingly demanding data-driven, integrated marketing solutions. The industry is highly competitive, with both large agency holding companies and smaller independent firms vying for market share.
Positioning
Stagwell positions itself as a digitally-focused challenger to the traditional agency holding companies, emphasizing agility, innovation, and data-driven insights. Its competitive advantage lies in its integrated offerings and focus on digital marketing.
Total Addressable Market (TAM)
The global advertising and marketing market is estimated to be worth hundreds of billions of dollars annually. Stagwell is positioned to capture a share of this market by focusing on digital transformation and integrated marketing solutions.
Upturn SWOT Analysis
Strengths
- Strong digital capabilities
- Agile and entrepreneurial culture
- Integrated service offerings
- Experienced leadership team
- Focus on data and insights
Weaknesses
- Smaller scale compared to major agency holding companies
- Higher debt levels
- Brand recognition still developing
- Reliance on key acquisitions
Opportunities
- Growing demand for digital marketing services
- Expansion into new geographies
- Acquisition of complementary businesses
- Increased adoption of marketing technology
- Cross-selling opportunities within the Stagwell network
Threats
- Intense competition from larger agency holding companies
- Economic downturn impacting marketing budgets
- Rapid technological changes
- Data privacy regulations
- Talent acquisition and retention
Competitors and Market Share
Key Competitors
- WPP (WPP)
- Omnicom Group (OMC)
- Publicis Groupe (PUBGY)
- Interpublic Group (IPG)
- Accenture (ACN)
Competitive Landscape
Stagwell is smaller than the traditional agency holding companies but competes effectively in digital marketing. Its advantage is its agility and focus on data-driven solutions. Its disadvantage is scale.
Major Acquisitions
Goodstuff
- Year: 2024
- Acquisition Price (USD millions): N/A
- Strategic Rationale: Strengthen Stagwell's presence in the UK and enhance its media planning and buying capabilities. Financial details were not disclosed.
Growth Trajectory and Initiatives
Historical Growth: Growth has been driven by organic growth in its digital businesses and acquisitions of complementary agencies and technology companies.
Future Projections: Future growth depends on continued adoption of digital marketing solutions and the company's ability to integrate its acquisitions effectively. Analyst estimates vary. Please refer to financial portals for more information.
Recent Initiatives: Recent initiatives include expanding the Stagwell Marketing Cloud, launching new agency offerings, and investing in talent.
Summary
Stagwell is a digitally focused marketing and advertising company seeking to disrupt the traditional agency model. Its strengths lie in its integrated offerings, agile structure, and data-driven approach. The company needs to manage its debt and continue to build brand awareness to effectively compete with larger established players. Future success depends on its ability to capitalize on the growing demand for digital marketing solutions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Stagwell Inc. Investor Relations
- Company Press Releases
- Analyst Reports
- Industry Publications
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It is not financial advice. Please conduct your own research before making any investment decisions. Financial information should be verified from Stagwell's official filings. Market share data is approximate and may vary depending on the source.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Stagwell Inc
Exchange NASDAQ | Headquaters New York, NY, United States | ||
IPO Launch date 2021-08-03 | Chairman & CEO Mr. Mark Jeffrey Penn | ||
Sector Communication Services | Industry Advertising Agencies | Full time employees 11857 | Website https://www.stagwellglobal.com |
Full time employees 11857 | Website https://www.stagwellglobal.com | ||
Stagwell Inc. provides digital transformation, performance media and data, consumer insights and strategy, and creativity and communications services in the United States, the United Kingdom, and internationally. The company develops in-house software and related technology products, including AI-enabled communications, research, and media technology, cookie-less data platforms, software tools for e-commerce applications, specialty media solutions in the augmented reality space, and applications of text-messaging for consumer engagement; designs and builds digital platforms and experiences that support the delivery of content, commerce, service, and sales; creates websites, mobile applications, back-end systems, content and data management systems, and other digital environments; and designs and implements technology and data strategies. It also develops omnichannel media strategies and provide coordinated execution for the placement of advertisements; and provides audience analysis, and media buying and planning services, as well as strategic insights and guidance services that offers business content, product, communications, and media strategies. Further, it offers Stagwell Marketing Cloud, a suite of software-as-a-service (SaaS) and data-as-a-service (DaaS) technology solutions, including research and insights, communications technology, media studios, and advance media platform; and a suite of marketing services, as well as self-service technology-driven solutions for in-house marketers. Stagwell Inc. was founded in 2015 and is headquartered in New York, New York.
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