Stock Fundamentals

Company Information

Company Name
Stagwell Inc
Sector
Communication Services
Industry
Advertising Agencies
Exchange
NASDAQ
ISIN: US85256A1097
CIK: 0000876883
CUSIP: 85256A109
Currency: USD
Full Time Employees: 10,951
Phone: 646 429 1800
Fiscal Year End: December
IPO Date: Aug 03, 2021
Description:

Stagwell Inc. provides digital transformation, marketing, media and commerce, marketing cloud, and communications services in the United States, the United Kingdom, and internationally. The company offers creative, research, experiential, and social media solutions designed to build and elevate brands; and consumer insights through advanced research methodologies, creating immersive experiential marketing programs and social engagement strategies that connect brands with audiences across digital platforms. It also designs, implements, and activates digital ecosystems that enable brand and customer experiences through the integration of strategy, design, and technology; provides managed services, staff augmentation, and engineering expertise across various delivery models, offering system integration, full-stack development, and ongoing platform management; and provides digital transformation that connects digital ecosystems to physical experiences through innovative, technology-driven customer engagements. In addition, the company offers integrated AI-based data solutions that drive audience engagement and business growth through media buying, owned media platforms, commerce enablement, and customer relationship management strategies; specialized media platforms and translation services to support targeted communication and market expansion; an edge set of solutions designed to help organizations build, protect, and enhance their reputation across diverse audiences and channels; and expertise in targeted communications, crisis management, and stakeholder engagement services. Further, the company provides a suite of technology solutions for in-house marketers and combining SaaS and DaaS offerings. Stagwell Inc. was founded in 2015 and is headquartered in New York, New York.

Address:

One World Trade Center, New York, NY, United States, 10007

Directors & Officers

Name Title Year Born
Mr. Mark Jeffrey Penn Chairman & CEO 1954
Mr. Jay R. Leveton President 1977
Mr. Ryan J. Greene Chief Financial Officer 1978
Mr. Peter McElligott General Counsel 1985
Mr. Frank P. Lanuto Executive Vice President of Finance 1963
Mr. Niels Laurberg Chief Investment Officer NA
Mr. Merrill Raman Chief Technology Officer NA
Ben Allanson Director of Investor Relations NA
Mike Pienaar Senior Vice President of Internal Audit, Risk, & Compliance NA
Ms. Lena Petersen Chief Brand & Communications Officer NA

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Jun 05, 2025 Eli Samaha N/A Purchase 240.00K $4.43 $1.06M
Jun 04, 2025 Charlene Barshefsky N/A Purchase 24.35K $4.30 $104.71K
Jun 04, 2025 Eli Samaha N/A Purchase 425.76K $4.27 $1.82M
May 21, 2025 Desiree G Rogers N/A Purchase 2.09K $4.75 $9.91K
May 21, 2025 Mark Jeffery Penn N/A Purchase 10.00K $4.87 $48.70K

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Hotchkis & Wiley Capital Management LLC 23.06M Mar 31, 2026 9.30% $0.45 4.45%
Madison Avenue Partners, LP 8.01M Mar 31, 2026 3.23% $2.19 0.00%
BlackRock Inc 7.82M Mar 31, 2026 3.16% $0.00 -2.46%
Vanguard Group Inc 5.67M Dec 31, 2025 2.29% $0.00 -12.80%
Dimensional Fund Advisors, Inc. 5.04M Mar 31, 2026 2.03% $0.01 22.47%
ADW Capital Management, LLC 5.00M Mar 31, 2026 2.02% $12.22 0.00%
The Goldman Sachs Group Inc 4.38M Mar 31, 2026 1.77% $0.00 0.05%
Vanguard Capital Management, LLC 4.19M Mar 31, 2026 1.69% $0.00 0.00%
Boston Partners Global Investors, Inc 3.58M Mar 31, 2026 1.45% $0.02 17.08%
Geode Capital Management, LLC 2.88M Mar 31, 2026 1.16% $0.00 0.91%
JPMorgan Chase & Co 2.69M Mar 31, 2026 1.09% $0.00 0.64%
State Street Corp 2.30M Mar 31, 2026 0.93% $0.00 -0.03%
Penn Capital Management Company LLC 2.16M Mar 31, 2026 0.87% $1.06 -0.21%
UBS Group AG 2.08M Mar 31, 2026 0.84% $0.00 158.19%
Toron Capital Markets Inc 2.04M Mar 31, 2026 0.82% $0.70 0.00%
DIVERSIFY WEALTH MANAGEMENT, LLC 1.75M Dec 31, 2025 0.71% $0.45 0.00%
Jane Street Group LLC 1.63M Mar 31, 2026 0.66% $0.00 469.72%
HighTower Advisors, LLC 1.59M Mar 31, 2026 0.64% $0.01 0.23%
ABLE Financial Group, LLC 1.56M Mar 31, 2026 0.63% $1.92 -29.82%
New York State Common Retirement Fund 1.32M Mar 31, 2026 0.53% $0.01 -0.30%

Shares Statistics

Shares Outstanding: 247.85M
Shares Float: 104.02M
% Insiders: 5,891.50%
% Institutions: 4,461.20%
Short % Float: 9.97%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Hotchkis & Wiley Small Cap Value I 5.89M 2.38% ▲ 12.36% Apr 30, 2026
2 American Beacon Small Cp Val R5 5.13M 2.07% ▲ 0.00% Apr 30, 2026
3 Hotchkis & Wiley Value Opps Instl 3.99M 1.61% ▼ 9.80% Apr 30, 2026
4 Vanguard Total Stock Mkt Idx Inv 2.87M 1.16% ▲ 0.00% Apr 30, 2026
5 iShares Russell 2000 ETF 2.60M 1.05% ▲ 0.93% May 29, 2026
6 American Beacon Small Cap Value Cl AAG 1.84M 0.74% ▲ 26.48% May 31, 2026
7 JPMorgan Small Cap Blend A 1.62M 0.65% ▲ 0.00% Apr 30, 2026
8 JPM US Small Cap Value-Composite 1.62M 0.65% ▲ 4.69% Mar 31, 2026
9 Penn Capital Small Cap Equity 1.42M 0.57% ▲ 10.36% May 31, 2026
10 Vanguard Institutional Extnd Mkt Idx Tr 1.23M 0.50% ▲ 0.53% Apr 30, 2026

Valuation Metrics

Enterprise Value: $3.53B
Trailing P/E: 111.57
Forward P/E: 7.65

Financial Highlights

Market Cap: $1.94B
EBITDA: $320.53M
P/E Ratio: $111.57
PEG Ratio: $0.38
Book Value: $2.86
Earnings/Share: $0.07
Profit Margin: 0.64%
Operating Margin: 2.83%
ROA (TTM): 2.23%
ROE (TTM): 2.86%
Revenue (TTM): $2.96B
Revenue/Share (TTM): $11.60
Earnings Growth (YOY): 65.10%
Revenue Growth (YOY): 8.00%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 0.79x 1.78x 0.81x 1.65x 3.42x
2024-12-31 0.83x 4.26x 0.80x 1.44x 3.96x
2023-12-31 0.75x 3.40x 0.78x 1.00x 3.02x
2022-12-31 0.75x 2.53x 0.76x 2.09x 3.50x
2021-12-31 0.78x 3.42x 0.77x 1.40x 5.56x
2020-12-31 1.09x 0.61x 0.61x 13.46x 1.75x
2019-12-31 0.87x 2.60x 0.63x 4.70x 12.04x
2018-12-31 0.79x -3.06x 1.12x 1.28x 29.12x
2017-12-31 0.70x 0.00x 1.05x 2.18x 0.00x
2016-12-31 0.61x 0.00x 1.28x 1.63x 0.00x
2015-12-31 0.56x 0.00x 1.26x 2.46x 0.01x
2014-12-31 0.67x 0.00x 1.21x 1.59x 0.00x
2013-12-31 0.73x 0.00x 1.19x -0.71x -0.01x
2012-12-31 0.67x -0.01x 1.06x -0.38x 0.07x
2011-12-31 0.70x -0.02x 0.91x 0.22x 0.03x
2010-12-31 0.71x 0.03x 0.90x 0.86x 0.03x
2009-12-31 0.83x 0.02x 0.84x 0.92x 0.03x
2008-12-31 0.94x 0.01x 0.72x 1.36x 0.02x
2007-12-31 0.89x 0.01x 0.71x 1.68x 0.03x
2006-12-31 0.61x 0.41x 0.65x 1.18x 1.34x
2005-12-31 0.61x 0.52x 0.61x 2.44x 1.59x
2004-12-31 0.81x 0.05x 0.57x 0.32x 0.34x
2003-12-31 1.32x 0.16x 0.65x 2.08x 0.45x
2002-12-31 0.97x 0.04x 0.72x -2.68x 0.03x
2001-12-31 1.10x 0.09x 0.84x 4.15x -0.08x
2000-12-31 1.22x 0.04x 0.75x 1.60x 0.07x
1999-12-31 1.30x 0.07x 0.76x N/A 0.21x
1998-12-31 1.30x 0.03x 0.73x 2.29x 0.08x
1997-12-31 1.38x 0.04x 0.71x N/A -2.13x
1996-12-31 1.96x 0.03x 0.70x 2.02x 0.14x
1995-12-31 1.14x 0.33x 0.60x 1.92x 1.63x
1994-12-31 1.23x 0.09x 0.48x 28.33x 0.80x
1993-12-31 N/A N/A N/A 5.60x 0.00x
1992-12-31 N/A N/A N/A 3.71x 0.00x
1991-12-31 N/A N/A N/A 1.00x 0.00x

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