Added to YB: 2026-05-29
Pitch date: 2026-05-26
SGE.L [neutral]
The Sage Group plc
-4.75%
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 7.7B
Pitch Price
GBP 8.79
Price Target
N/A
Dividend
2.55%
EV/EBITDA
14.39
P/E
21.55
EV/Sales
3.50
Sector
Software
Category
growth
Sage Group (SGE UK): steady execution keeps the mid-market story intact
SGE.L (update): H1 subscription growth >10%, ARR accelerated vs FY24 exit. Mid-market focus improving durability. Sage Intacct >20% US growth, faster internationally (UK/Europe). No AI-driven churn despite sector fears; trust/compliance still key in finance software. Strong margin expansion but conservative FY guidance. Market discount vs peers on AI disruption concerns despite stable recurring rev & FCF generation.
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