Added to YB: 2024-11-07
Pitch date: 2024-11-04
SFOR.L [bullish]
S4 Capital plc
+44.46%
current return
Author Info
No bio for this author
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Company Info
S4 Capital plc, together with its subsidiaries, provides digital advertising, marketing, and technology services in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.
Market Cap
GBP 304.5M
Pitch Price
GBP 0.34
Price Target
N/A
Dividend
2.38%
EV/EBITDA
3.61
P/E
-95.41
EV/Sales
0.53
Sector
Media
Category
turnaround
Show full summary:
S4 Capital: When Knights Cry
SFOR.L: Digital ad firm at 0.23x sales, 95% off peak. Founder Sorrell sees 10x EBITDA potential (£1B EV). Stagwell's 95p offer rejected. Asset-light, but £1B revenue hard to replicate with £430M. Risks: cash burn, debt. Upside: cyclical recovery, takeover interest. 2024 update crucial.
Read full article (4 min)