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Stagwell

STGW on Nasdaq. Stagwell sells marketing services and software to brands. Market value $2.1bn.

Watch this stockFree. We tell you when something changes.

Price checks use the past 12 months to June 2026. Some use the latest annual report instead, as marked. Quality checks use five annual reports, the latest for the year to December 2025.

Should I look at this?

Not a fit for our list right now

Why it could be worth it

What to watch out for

See Media & telecom stocks that passed both tests

This is not advice. Check the numbers below.

Compare with another stock

Cash yield
annual report to December 2025
11.9%very high

For every $100 of what the whole company costs, it produced $11.90 of spare cash last year. A savings account pays about $4.

Price to profit
past 12 months to June 2026
24.6×full

You pay 24.6 years of operating profit for the business. The average large US company costs around 18.

Return on capital
five annual reports to December 2025
6.3%five-year median

Each dollar kept in the business earns 6 cents a year. Above 10 is good.

Quality score: 67 of 100. Price score: 47 of 100. Our list needs 70 on quality and 60 on price.

$8.50 a share, 98% above its 1-year low

Over the past year the price has ranged from $4.29 to $9.55.

Pays no dividend

Prices from Tuesday’s close (6 October).

Five years of cash, in billions

0.2
0.3
0.1
0.1
0.2
20212022202320242025
Revenue
$1.5bn$2.7bn$2.5bn$2.8bn$2.9bn
Operating margin
3.0%5.9%3.6%4.7%5.5%
Debt to equity
3.212.383.214.081.75
Shares outstanding
0.09bn0.30bn0.12bn0.25bn0.24bn

Health checks

  • Free cash flow positive5 of 5 years
  • Accounting looks honest (Beneish)Not enough data
  • Financial strength (Piotroski)6 of 8 checks we could run
  • Profit backed by cash (accruals)Yes
  • Debt1.75× equity
  • Revenue growth, five yearsStrong, 26.8% a year
  • Buying back its own sharesNo, 170% more shares since 2021

The quarter to June 2026

How the business did, compared with the same quarter a year earlier.

  • Sales: $786 million last quarter, up 11% on a year ago.
  • A loss of $8 million, compared with a loss of $5 million a year ago.
  • It keeps 5 cents of each $1 of sales as operating profit, up from 4 cents a year earlier.
  • 6% fewer shares than a year ago. Each share owns a bit more of the company.
  • Debt is $1.3 billion more than cash, about the same as a year ago.
  • Sales grew on a year ago in each of the last 4 quarters.
Sales by quarter
Sales by quarter
Quarter toAmount
September 2024$711m
December 2024$789m
March 2025$652m
June 2025$707m
September 2025$743m
December 2025$807m
March 2026$704m
June 2026$786m
Profit by quarter
Profit by quarter
Quarter toAmount
September 2024$3m
December 2024$3m
March 2025-$3m
June 2025-$5m
September 2025$25m
December 2025$13m
March 2026-$13m
June 2026-$8m

From the company's quarterly reports to the SEC.

Dates

Next results (estimated)
n/a
Last annual report (10-K)
13 March 2026
Next quarterly (estimated, 10-Q)
30 October 2026

Who owns it

3 long-term investors we follow own it, unchanged from 3 last quarter. 183 funds in all.

Jun '25
Dec '25
Jun '26
Largest holders overall

From 13F filings for the quarter ended 30 June 2026.

Big holders and activists

4 investors own more than 5%.

  • Polpat LLC
    Passive investor
    at least 43.5%
    (filed with 1 related holder)
    Since 4 April 2025
    What they said

    The Reporting Persons own the securities reported herein for investment purposes. The Reporting Persons may change their investment intent at any time and may seek to sell or otherwise dispose of some or all of the Issuer's securities from time to time, and/or may seek to…

    Read the filing
  • Penn Mark Jeffery
    Insider or founder
    at least 11.6%0.0 pts
    (filed with 3 related holders)
    Since 15 December 2025
    What they said

    Item 4 of the Schedule 13D is hereby amended and supplemented by adding the following: On December 15, 2025, Mark J. Penn transferred 2,000,000 shares of Class A Common Stock to Stagwell Group in order to correct a distribution of shares by Stagwell Group to Mark J. Penn on July…

    Read the filing
  • Hotchkis & Wiley
    Passive investor
    8.1%+1.4 pts
    Since 30 September 2025
  • at least 4.9%
    (filed with 5 related holders)
    Since 8 April 2025
  • BlackRock, Inc.
    Passive investor
    Sold down below 5%
    Since 30 June 2025

From Schedule 13D and 13G filings: anyone owning more than 5% must file one.

What insiders did

In the last 12 months, 1 insider bought $117,600 of shares on the open market. 2 sold $14m.

  • Lanuto Frank P
    See Remarks
    Sold
    Date
    31 July 2026
    Shares
    62,000
    Price
    $8.46
    Value
    $524,520
  • Penn Mark Jeffery
    Chief Executive Officer, Director
    Bought
    Date
    13 May 2026
    Shares
    20,000
    Price
    $5.88
    Value
    $117,600
  • Gross Bradley J.
    Director
    Sold
    Date
    4 May 2026
    Shares
    2,163,790
    Price
    $6.04
    Value
    $13m

From Form 4 filings: insiders must report trades in their own company's shares within two days.

What could go wrong

Cheap for a reason is the question the numbers cannot answer.

Whether the price already reflects the risks is what the deep dive is for.

The deep dive

Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.

  • What the business is worth, as a range, and the margin of safety at today’s price
  • Prices to start buying, buy, and buy hard
  • The three things that would make this a mistake
  • Every number footnoted to the filing it came from
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What a finished deep dive looks like

Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.