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Global marketing and communications holding company operating advertising, PR, research and digital marketing agencies.
Global marketing and communications holding company operating advertising, PR, research and digital marketing agencies.
Bills clients fees and retainers for creative, media and research work, and has grown by acquiring mid-size agencies, a model dating from its 2021 merger with MDC Partners. Mark Penn is chairman and chief executive. It also sells data and software tools, such as a Marketing Cloud, alongside agency work.
Moat: none (brand, scale). Portfolio of mid-size agency brands competes against larger holding companies (WPP, Omnicom, Publicis) with less scale.
Headquarters: New York, New York · Founded: 2015 · Employees: 12,629
Size Stagwell (STGW) is a United States Communication Services company (Miscellaneous Commercial Services) with a market value of $2.89B, the 1577th largest of 3,117 United States companies the cockpit tracks. Shares closed at $11.64 on 6 Nov 2026.
Performance Over six months the shares gained 79.9%, against -0.9% for the median peer and -1.1% for the United States market (cap-weighted) — 3rd highest of 21 in its peer set.
Growth Revenue grew 7.7% over the last twelve months (peer median +5.4%); the operating margin is 4.8% (peer median 3.3%).
Valuation It trades at 9.5× forward earnings against a peer median of 19.7× (4th cheapest of 14).
Price implies For today's price to make sense, revenue must grow about 15% a year for seven years (Req g). Recent delivered growth is +27%, so the hurdle is -11 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 3.9 points below its cost of capital (9.0% WACC).
Backlog Backlog (remaining performance obligations) was $163M at 30 Sep 2026, up 603% on a year earlier — 0.1 years of trailing revenue. Backlog detail →
Short interest Short interest is 4.4% of the free float (15 Oct 2026).
Next results Next results expected around 4 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $3.11B | $2.90B | $2.84B | $2.53B | $2.70B |
| Revenue growth | — | +2% | +12% | -6% | — |
| Gross profit | $935M | $884M | $845M | $765M | $898M |
| EBITDA | $393M | $383M | $383M | $336M | $415M |
| Net income | $9.69M | $29.1M | $2.26M | $134,000 | $19.9M |
| Free cash flow | $367M | $247M | $88.9M | $38.6M | $312M |
| Capital expenditure | $141M | $111M | $54.0M | $42.4M | $35.4M |
| Total debt | $1.67B | $1.61B | $1.66B | $1.49B | $1.56B |
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 |
|---|---|---|---|---|---|---|
| Stagwell STGW | $2.89B | +80% | +8% | 5% | 9.5× | 15.5% |
| Omnicom OMC | $23.6B | +13% | +54% | 15% | 7.9× | -6.9% |
| WPP WPP.L | $5.93B | +58% | -6% | 9% | 7.8× | -8.1% |
| Publicis Groupe PUB.PA | $29.0B | +33% | +5% | 15% | 13.0× | 1.1% |
| IPD IPG.AX | $372M | -18% | +17% | 11% | 15.9× | 5.6% |
Peer set: Sector in the same market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | STGW | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +32.9% | -0.3% | 2nd highest of 21 |
| 6-month return | +79.9% | -0.9% | 3rd highest of 21 |
| Distance from 52-week high | -0.2% | -21.8% | highest of 21 |
| Revenue growth (TTM) | +7.7% | +5.4% | 7th highest of 21 |
| Operating margin | 4.8% | 3.3% | 11th highest of 21 |
| Forward P/E | 9.5× | 19.7× | 4th cheapest of 14 |
| Growth the price implies (Req g, 7 yrs) | 15.5% | 5.0% | 4th most demanding of 14 |
| Growth delivered (Del g) | +26.7% | +6.5% | 4th highest of 14 |
| Hurdle (Req g minus delivered) | -11.2 pp | -2.8 pp | 4th least demanding of 14 |
| ROIC minus cost of capital | -3.9 pp | -4.0 pp | 10th highest of 20 |
| EV / EBITDA | 11.3× | 12.3× | 8th cheapest of 17 |
| Net debt / EBITDA | 3.9× | 2.9× | 6th most indebted of 19 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Stagwell STGW | United States | $2.89B | +80% | +8% | 5% | 9.5× | 15.5% | +26.7% |
| IHS IHS | United States | $2.85B | +2% | -10% | 33% | 7.9× | -8.3% | +2.4% |
| AMC Entertainment AMC | United States | $2.80B | +109% | +6% | 5% | n/a | n/a | n/a |
| CarGurus CARG | United States | $3.01B | -3% | +6% | 26% | 12.1× | 2.7% | +10.5% |
| Liberty Global LBTYB | United States | $3.09B | -17% | -27% | -1% | n/a | n/a | n/a |
| Array Digital Infrastructure AD | United States | $2.59B | -46% | -94% | 1% | 27.6× | n/a | n/a |
| Atlanta Braves BATRA | United States | $3.23B | +1% | +6% | -9% | n/a | n/a | n/a |
| Pattern PTRN | United States | $3.24B | +15% | +44% | 1% | 24.0× | 37.8% | +36.2% |
| John Wiley & Sons WLY | United States | $2.55B | +21% | 0% | 18% | 10.5× | 0.3% | -2.9% |
| RUM RUM | United States | $2.44B | -41% | +13% | -101% | n/a | n/a | n/a |
| MSG Rangers MSGR | United States | $2.37B | +1,624% | +2% | -9% | n/a | n/a | n/a |
| Telephone and Data Systems TDS | United States | $3.54B | -29% | -74% | -3% | 92.2× | n/a | n/a |
| Grindr GRND | United States | $2.35B | -10% | +32% | 31% | 19.7× | -6.0% | +31.1% |
| Madison Square Garden Entertainment MSGE | United States | $3.65B | +18% | +16% | 17% | 32.1× | 5.0% | +66.9% |
| IDT IDT | United States | $2.18B | +54% | +5% | 9% | 19.5× | 5.7% | -2.2% |
| PLDT, Inc. Sponsored ADR PHI | United States | $3.88B | -11% | -2% | 22% | 8.7× | -2.9% | +0.8% |
| Manchester United MANU | United States | $3.90B | +15% | +5% | -2% | 142.1× | 18.3% | +6.5% |
| Turkcell Iletisim Hizmetleri A.S. Sponsored ADR TKC | United States | $4.02B | -31% | +16% | 15% | 8.0× | -12.0% | +8.1% |
| Lumen Technologies LUMN | United States | $4.12B | -59% | -8% | -3% | n/a | 5.1% | -9.7% |
| Lionsgate Studios LION | United States | $4.24B | +16% | -8% | 6% | 52.8× | 18.6% | -8.0% |
| Sphere Entertainment SPHR | United States | $4.31B | -10% | +17% | -2% | n/a | 7.0% | +9.8% |
Stagwell reported $163M of remaining performance obligations at 30 Sep 2026, up 603% from a year earlier and up 46% from the previous quarter. That is 0.1 years of trailing revenue already under contract. Book-to-bill last quarter: 1.06.