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Employees: 6,345
Size S4 Capital (SFOR.L) is a United Kingdom Communication Services company (Advertising/Marketing Services) with a market value of $343M, the 345th largest of 363 United Kingdom companies the cockpit tracks. Shares closed at £38.50 on 6 Nov 2026.
Performance Over six months the shares fell 5.8%, against -19.5% for the median peer and +3.6% for the United Kingdom market (cap-weighted) — 9th highest of 21 in its peer set.
Growth Revenue fell 6.1% over the last twelve months (peer median -0.3%); the operating margin is 5.1% (peer median 0.0%).
Valuation It trades at 6.3× forward earnings against a peer median of 15.5× (2nd cheapest of 10).
Price implies For today's price to make sense, revenue must grow about -7% a year for seven years (Req g). Recent delivered growth is +17%, so the hurdle is -24 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 3.5 points below its cost of capital (8.2% WACC).
Next results Next results expected around 31 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | £738M | £755M | £848M | £1.01B | £1.07B |
| Revenue growth | — | -11% | -16% | -5% | — |
| Gross profit | £118M | £101M | £106M | £124M | £126M |
| EBITDA | £107M | £89.0M | £94.4M | £110M | £126M |
| Net income | -£3.10M | -£24.8M | -£307M | -£14.3M | -£160M |
| Free cash flow | £96.5M | £100M | £53.1M | -£43.3M | £45.6M |
| Capital expenditure | £5.30M | £4.70M | £8.20M | £8.00M | £17.9M |
| Total debt | n/a | £356M | £350M | £370M | £385M |
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.
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 | SFOR.L | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -16.0% | +0.2% | 3rd lowest of 21 |
| 6-month return | -5.8% | -19.5% | 9th highest of 21 |
| Distance from 52-week high | -32.5% | -36.9% | 9th highest of 21 |
| Revenue growth (TTM) | -6.1% | -0.3% | 10th lowest of 21 |
| Operating margin | 5.1% | 0.0% | 7th highest of 20 |
| Forward P/E | 6.3× | 15.5× | 2nd cheapest of 10 |
| Growth the price implies (Req g, 7 yrs) | -7.2% | 8.1% | 2nd least demanding of 13 |
| Growth delivered (Del g) | +17.1% | +10.6% | 2nd highest of 13 |
| Hurdle (Req g minus delivered) | -24.4 pp | +3.3 pp | 2nd least demanding of 13 |
| ROIC minus cost of capital | -3.5 pp | -6.3 pp | 8th highest of 20 |
| EV / EBITDA | 3.2× | 6.6× | cheapest of 8 |
| Net debt / EBITDA | 0.8× | 1.7× | 4th least indebted of 9 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| S4 Capital SFOR.L | United Kingdom | $343M | -6% | -6% | 5% | 6.3× | -7.2% | +17.1% |
| Qinghai Spring Medicinal Resources Technology 600381.SS | China | $345M | +12% | -11% | -44% | n/a | n/a | n/a |
| Jiayun Technology 300242.SZ | China | $355M | -20% | -59% | -4% | n/a | n/a | n/a |
| Adventure ADV.MI | Italy | $368M | -79% | +36% | -6% | n/a | n/a | n/a |
| Xi'An Global Printing 002799.SZ | China | $305M | -26% | -23% | 1% | n/a | n/a | n/a |
| Advantage Solutions ADV | United States | $405M | -21% | +2% | 2% | n/a | 11.2% | +2.3% |
| Boston Omaha BOC | United States | $410M | +20% | -2% | -5% | n/a | n/a | n/a |
| Rego Interactive 2422.HK | Hong Kong | $443M | +105% | +96% | -5% | n/a | n/a | n/a |
| Simei Media 002712.SZ | China | $454M | +7% | +14% | 0% | n/a | 32.2% | +14.2% |
| Next 15 NFG.L | United Kingdom | $458M | +23% | -14% | 8% | 7.9× | 8.4% | +13.8% |
| INNOCEAN Worldwide 214320.KS | South Korea | $518M | -11% | +2% | 8% | 6.0× | n/a | n/a |
| Beijing Yuanlong Yato Culture Dissemination 002878.SZ | China | $557M | -27% | -21% | -2% | 33.2× | -2.9% | +8.6% |
| Septeni 4293.T | Japan | $585M | +7% | +8% | 17% | 15.5× | -2.7% | +11.1% |
| VECTOR 6058.T | Japan | $605M | +64% | +9% | 16% | 15.4× | -3.9% | +11.3% |
| oOh media OML.AX | Australia | $611M | +28% | +2% | 15% | 13.5× | 7.8% | +10.1% |
| Shanxi Kexin Development 600234.SS | China | $649M | -32% | -23% | -11% | n/a | n/a | n/a |
| Chengdu B-Ray Media 600880.SS | China | $672M | -20% | -33% | -35% | 104.9× | 57.3% | -2.9% |
| New Huadu Technology Co., Ltd.Class A 002264.SZ | China | $676M | -23% | +8% | 5% | 23.7× | 5.7% | -9.3% |
| Guangdong Insight Brand Marketing 300781.SZ | China | $683M | -19% | -29% | n/a | n/a | 31.8% | +14.4% |
| QITIAN Technology 300061.SZ | China | $699M | -21% | -18% | -22% | n/a | 49.7% | -22.3% |
| GMO internet,Inc 4784.T | Japan | $724M | -34% | +81% | 12% | 17.7× | -11.2% | +17.9% |