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Direct marketer selling promotional and branded merchandise to businesses, mainly across North America, via catalog and web.
Direct marketer selling promotional and branded merchandise to businesses, mainly across North America, via catalog and web.
Buys branded items from outside suppliers, adds the customer's logo, and sells them directly to buyers by catalog and web, so profit comes from the markup and from repeat customers won through heavy marketing spend. The US is the great majority of sales, and Oshkosh, Wisconsin is its base.
In one line: Effectively a US promotional-products direct marketer, listed in the UK.
Moat: narrow (scale, distribution, brand). Scale in direct-marketing acquisition and a broad supplier network aid fast fulfillment.
Headquarters: Oshkosh, Wisconsin, US · Employees: 1,679
Size 4imprint (FOUR.L) is a United Kingdom Industrials company (Commercial Printing/Forms) with a market value of $1.65B, the 181st largest of 363 United Kingdom companies the cockpit tracks. Shares closed at £4,370 on 6 Nov 2026.
Performance Over six months the shares gained 23.1%, against -16.1% for the median peer and +3.6% for the United Kingdom market (cap-weighted) — 2nd highest of 13 in its peer set.
Growth Revenue fell 4.0% over the last twelve months (peer median -1.6%); the operating margin is 9.9% (peer median 9.1%).
Valuation It trades at 16.7× forward earnings against a peer median of 22.3× (5th cheapest of 10).
Price implies For today's price to make sense, revenue must grow about 10% a year for seven years (Req g). Recent delivered growth is +19%, so the hurdle is -8 pp: the price already allows for a slowdown.
Next results Next results expected around 17 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | £1.01B | £1.02B | £1.07B | £1.07B | £926M |
| Revenue growth | — | -5% | 0% | +15% | — |
| Gross profit | £320M | £331M | £341M | £303M | £244M |
| EBITDA | £105M | £115M | £121M | £115M | £88.2M |
| Net income | £75.7M | £86.2M | £91.7M | £85.4M | £65.1M |
| Free cash flow | £79.0M | £96.4M | £88.4M | £102M | £56.2M |
| Capital expenditure | £6.72M | £2.96M | £15.3M | £8.04M | £6.54M |
| Total debt | n/a | £2.53M | £4.23M | £9.65M | £11.4M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| 4imprint FOUR.L | $1.65B | +23% | -4% | 10% | 16.7× | 10.2% |
| Cimpress CMPR | $1.39B | -38% | +10% | 6% | 12.4× | 5.4% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | FOUR.L | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +0.2% | -7.5% | 5th highest of 14 |
| 6-month return | +23.1% | -16.1% | 2nd highest of 13 |
| Distance from 52-week high | -14.9% | -39.1% | 3rd highest of 14 |
| Revenue growth (TTM) | -4.0% | -1.6% | 6th lowest of 13 |
| Operating margin | 9.9% | 9.1% | 7th highest of 13 |
| Forward P/E | 16.7× | 22.3× | 5th cheapest of 10 |
| Growth the price implies (Req g, 7 yrs) | 10.2% | 5.4% | 4th most demanding of 10 |
| Growth delivered (Del g) | +18.5% | +3.6% | highest of 10 |
| Hurdle (Req g minus delivered) | -8.3 pp | -1.5 pp | 4th least demanding of 10 |
| EV / EBITDA | 10.7× | 8.0× | 4th most expensive of 8 |
| Net debt / EBITDA | -1.0× | 1.3× | least indebted of 8 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| 4imprint FOUR.L | United Kingdom | $1.65B | +23% | -4% | 10% | 16.7× | 10.2% | +18.5% |
| Cimpress CMPR | United States | $1.39B | -38% | +10% | 6% | 12.4× | 5.4% | +7.7% |
| Deluxe DLX | United States | $1.22B | 0% | 0% | 13% | 6.6× | 2.1% | +3.6% |
| COL Global 300364.SZ | China | $2.86B | -9% | +9% | -16% | 1,310.0× | n/a | n/a |
| Manipal Payment and Identity Solutions MPIMANIPAL.NS | India | $768M | n/a | n/a | n/a | n/a | n/a | n/a |
| Bestsun Energy 600681.SS | China | $696M | -15% | -7% | 10% | n/a | -8.3% | +3.9% |
| Hongbo 002229.SZ | China | $677M | -44% | -59% | -47% | n/a | n/a | n/a |
| Shenzhen Jinjia 002191.SZ | China | $674M | -16% | +32% | -16% | 33.1× | n/a | n/a |
| Beijing Shengtong Printing 002599.SZ | China | $552M | -17% | -4% | 0% | 40.8× | 28.4% | 0.0% |
| Tungkong 002117.SZ | China | $543M | -32% | -12% | 12% | 22.3× | 5.7% | +0.3% |
| Ennis EBF | United States | $528M | +1% | +2% | 14% | 13.3× | -12.4% | +1.9% |
| Yongji Printing 603058.SS | China | $492M | -28% | -15% | 8% | n/a | 25.0% | +15.1% |
| KOSAIDO 7868.T | Japan | $434M | -24% | -5% | 18% | 15.2× | -13.5% | +2.8% |
| TCPL Packaging TCPLPACK.NS | India | $427M | +58% | +5% | 12% | 28.0× | 22.0% | +15.0% |