Added to YB: 2026-01-29
Pitch date: 2026-01-27
SGE.L [neutral]
The Sage Group plc
-18.46%
current return
Author Info
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Company Info
The Sage Group plc, together with its subsidiaries, offers technology solutions and services for small and medium businesses in North America, Europe, the United Kingdom, Ireland, Africa and Asia-Pacific.
Market Cap
GBP 9.8B
Pitch Price
GBP 9.89
Price Target
N/A
Dividend
2.09%
EV/EBITDA
18.27
P/E
28.07
EV/Sales
4.38
Sector
Software
Category
growth
Sage Group (SGE UK): steady cloud compounding, with subscriptions grinding higher
SGE.L (update): Q1 FY26 revenues +10% organic, subscriptions +12% YOY to 84% of revenue mix. Business Cloud +14%, Intacct driving 13% North America growth. FY26 targets >9% organic growth, >23.9% operating margin. Steady cloud transition, no demand softening or unusual churn.
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