Added to YB: 2025-09-04
Pitch date: 2025-09-02
NXFNF [bullish]
Next 15 Group plc
+36.31%
current return
Author Info
Robin's Research is a self-taught long-term investor sharing stock pitches in their newsletter. Sign up for the newsletter.
Company Info
Next 15 Group plc, together with its subsidiaries, engages in the data, technology, and activation businesses in the United Kingdom, the United States, Europe, the Middle East, Africa, and the Asia Pacific.
Market Cap
GBP 320.8M
Pitch Price
GBP 2.44
Price Target
5.00 (+51%)
Dividend
4.83%
EV/EBITDA
10.28
P/E
-20.89
EV/Sales
0.60
Sector
Media
Category
turnaround
Next 15 Group plc (UK:NFG)
NXFNF: Growth consultancy down 50% on Mach49 acquisition disaster ($127M earn-outs paid, $91M saved, potential $100M recovery). CEO/CFO departing adds uncertainty. Quality business w/ 3,900 clients (Google, Amazon, Microsoft). Expected growth return 2027. £5 target (+100% upside) at 5x PE.
Read full article (8 min)