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Upturn AI SWOT - About
STGW 
Stagwell Inc (STGW)
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Upturn Advisory Summary
10/20/2025: 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 $8.39
1 Year Target Price $8.39
| 4 | Strong Buy |
| 1 | Buy |
| 3 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -51.69% | Avg. Invested days 27 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/20/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.33B USD | Price to earnings Ratio - | 1Y Target Price 8.39 |
Price to earnings Ratio - | 1Y Target Price 8.39 | ||
Volume (30-day avg) 8 | Beta 1.53 | 52 Weeks Range 4.03 - 8.18 | Updated Date 10/20/2025 |
52 Weeks Range 4.03 - 8.18 | Updated Date 10/20/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) - |
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 -0.06% | Operating Margin (TTM) 2.82% |
Management Effectiveness
Return on Assets (TTM) 2.25% | Return on Equity (TTM) 2.6% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 2937228718 | Price to Sales(TTM) 0.46 |
Enterprise Value 2937228718 | Price to Sales(TTM) 0.46 | ||
Enterprise Value to Revenue 1.03 | Enterprise Value to EBITDA 8.25 | Shares Outstanding 258702977 | Shares Floating 99437663 |
Shares Outstanding 258702977 | Shares Floating 99437663 | ||
Percent Insiders 58.6 | Percent Institutions 41.12 |
Upturn AI SWOT
Stagwell Inc
Company Overview
History and Background
Stagwell Inc. was founded in 2015 by Mark Penn. It was formed as a digital-first marketing services company aiming to challenge traditional advertising holding companies. Through acquisitions and organic growth, Stagwell has expanded its capabilities across various marketing disciplines.
Core Business Areas
- Integrated Agencies: Provides integrated marketing solutions encompassing advertising, public relations, digital transformation, and creative services.
- Communications: Offers strategic communications, reputation management, and public affairs services.
- Data and Technology: Focuses on data analytics, marketing technology, and digital transformation to enhance marketing effectiveness.
- Media: Provides media buying, planning, and activation services.
Leadership and Structure
Mark Penn serves as the Chairman and CEO. The company operates with a decentralized structure, empowering its agencies and business units while leveraging shared resources and technology.
Top Products and Market Share
Key Offerings
- Code and Theory: A digital-first creative agency offering services such as web design, content strategy, and digital marketing. Competitors include R/GA, AKQA, and Huge. Market share data is not publicly broken down by specific product/agency within Stagwell but contributes to overall segment revenue.
- Assembly: A global marketing services provider. Competitors include WPP, Publicis, IPG and Omnicom. Market share data is not publicly broken down by specific product/agency within Stagwell but contributes to overall segment revenue.
- GALE: A business agency specializing in strategy, creative and data. Competitors include McKinsey Digital, Accenture Interactive. Market share data is not publicly broken down by specific product/agency within Stagwell but contributes to overall segment revenue.
Market Dynamics
Industry Overview
The marketing services industry is characterized by evolving digital landscapes, increasing data-driven approaches, and a growing demand for integrated marketing solutions.
Positioning
Stagwell positions itself as a challenger brand, emphasizing digital-first capabilities and integrated solutions. Its competitive advantage lies in its agility, focus on data-driven marketing, and entrepreneurial culture.
Total Addressable Market (TAM)
The global marketing services market is estimated to be worth hundreds of billions of dollars annually. Stagwell is positioned to capture a portion of this market by focusing on digital transformation and integrated marketing solutions.
Upturn SWOT Analysis
Strengths
- Digital-first focus
- Integrated service offerings
- Agile and entrepreneurial culture
- Strong leadership
- Data-driven marketing capabilities
Weaknesses
- Relatively smaller size compared to major holding companies
- High Debt
Opportunities
- Increasing demand for digital marketing services
- Expansion into new geographic markets
- Acquisition of complementary businesses
- Growing adoption of marketing technology
- Partnerships with technology platforms
Threats
- Intense competition from established advertising holding companies
- Economic downturn impacting marketing budgets
- Rapid technological changes
- Data privacy regulations
- Talent acquisition and retention challenges
Competitors and Market Share
Key Competitors
- WPP (WPP)
- Omnicom (OMC)
- Publicis Groupe (PUBGY)
- Interpublic Group (IPG)
Competitive Landscape
Stagwell competes with larger, more established advertising holding companies. Its advantage lies in its digital-first approach, integrated solutions, and entrepreneurial culture, allowing it to be more agile and responsive to market changes.
Major Acquisitions
Allison+Partners
- Year: 2021
- Acquisition Price (USD millions): 320
- Strategic Rationale: Expanded Stagwell's public relations and communications capabilities.
Brand New Galaxy
- Year: 2021
- Acquisition Price (USD millions): 100
- Strategic Rationale: Enhance Stagwell's e-commerce and marketing capabilities.
Growth Trajectory and Initiatives
Historical Growth: Stagwell has experienced rapid growth through acquisitions and organic initiatives.
Future Projections: Analyst projections depend on the period and models used. Refer to financial data from reliable sources.
Recent Initiatives: Recent initiatives include acquisitions of digital agencies, expansion of data analytics capabilities, and investments in new marketing technologies.
Summary
Stagwell is a challenger in the advertising and marketing services industry, leveraging a digital-first approach and integrated solutions to compete with larger holding companies. Its agile structure and entrepreneurial culture are key strengths. However, its smaller size compared to major competitors can be a weakness. Stagwell should continue to focus on strategic acquisitions and innovation to maintain its growth trajectory.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (SEC)
- Analyst Reports
- Industry Publications
- Company Website
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share figures are estimates and may vary based on methodology and sources.
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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