STGW · Stagwell Inc
10 customers — 18% of revenue (the year ended December 31, 2025)
“In the aggregate, our top ten clients based on revenue accounted for approximately 18% of our revenue for the year ended December 31, 2025.”
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
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blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Adjusted Diluted EPS non-GAAP | $0.25 | Three Months Ended June 30, 2026 | — |
| Adjusted Earnings Per Share attributable to Stagwell Inc. Common Shareholders non-GAAP | $0.25 | Q2 2026 | — |
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| Adjusted EBITDA non-GAAP | 198.37M | Six Months Ended June 30, 2026 | — |
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| Committed Revenue | $16M | 1H26 | — |
| Labor Ratio | 60.9% | 2Q26 | — |
| Last twelve-month net new business non-GAAP | $540M | Q2 2026 | — |
| Net new business non-GAAP | $171M | Q2 2026 | — |
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| Net Revenue non-GAAP | 1.22B | Six Months Ended June 30, 2026 | — |
| Organic Net Revenue Growth non-GAAP | 3.3% | Six Months Ended June 30, 2026 | — |
| Share count | 244M | 2Q26 close | — |
| Total Available Liquidity | $483M | as of 06/30/2026 | — |
| Total Net Revenue Growth non-GAAP | 4.6% | Six Months Ended June 30, 2026 | — |
| Two-Year Net Revenue Growth Stack for Digital Transformation non-GAAP | 34% | Q2 2026 | — |
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| Two-Year Organic Net Revenue Growth Stack for Digital Transformation non-GAAP | 29% | Q2 2026 | — |
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| Adjusted EBITDA Margin non-GAAP | 15% | Q1 2026 | — |
| Digital Transformation Net Revenue | 97M | Q1 2026 | — |
| FY25 Adjusted Earnings Per Share attributable to Stagwell Inc. Common Shareholders non-GAAP | $0.83 | FY2025 | — |
| FY25 Adjusted EBITDA non-GAAP | $422M | FY2025 | — |
| FY25 Adjusted EBITDA ex. Advocacy non-GAAP | $377M | FY2025 | — |
| FY25 Adjusted EBITDA Margin non-GAAP | 17% | FY2025 | — |
| Q4 Adjusted EBITDA non-GAAP | $129M | Q4 FY2025 | — |
| Q4 Adjusted EBITDA Margin non-GAAP | 20% | Q4 FY2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Advertising Agencies — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
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STGW
this stock
Stagwell Inc
|
$2.08B | +74.0% | +2.4% | — | 3.8% |
|
APP
AppLovin Corp
|
$103.33B | -54.2% | +70.0% | 23.7 | 3.6% |
|
OMC
Omnicom Group Inc.
|
$24.92B | +7.8% | +10.1% | — | 9.5% |
|
QMMM
QMMM Holdings Ltd
|
$6.83B | — | -3.9% | — | 7.3% |
|
TTD
Trade Desk, Inc.
|
$6.26B | -64.9% | +18.5% | 15.9 | 16.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| STGW | -8.6% | +20.0% | +76.6% | +0.7% | +74.0% |
| SPY | -2.0% | +3.3% | +11.2% | +2.1% | +11.8% |
| vs SPY | -6.6% | +16.7% | +65.4% | -1.4% | +62.2% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.