Professional
Added to YB: 2023-07-14
Pitch date: 2023-07-14
STGW [bullish]
Stagwell Inc.
-30.45%
current return
Author Info
No bio for this author
Company Info
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.
Market Cap
$1.2B
Pitch Price
$8.08
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.26
P/E
84.07
EV/Sales
1.01
Sector
Media
Category
growth
Choice Equities Capital new position: Stagwell (STGW)
STGW: Digitally-savvy marketing agency benefiting from increased ad spend. Built through acquisitions like MDC Partners, focusing on digital capabilities. Clients include Apple, Google, Amazon, Microsoft. High cash generation, mid-teens organic growth driven by digital tailwinds & political spending ramp. Attractive valuation at single-digit P/E and mid-teens FCF yield. Recent buybacks shrunk float, simplifying story for investors.
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