Added to YB: 2026-07-16
Pitch date: 2026-07-13
STGW [neutral]
Stagwell Inc.
-2.44%
current return
Author Info
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Company Info
Stagwell Inc. provides digital transformation, marketing, media and commerce, marketing cloud, and communications services in the United States, the United Kingdom, and internationally.
Market Cap
$2.0B
Pitch Price
$7.78
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.96
P/E
105.49
EV/Sales
1.21
Sector
Media
Category
value
$STGW: Wyden’s “buying someone else’s pain” pitch, right as IBM signed on
STGW (overview): Wyden (ADW Capital) pitches digital marketing/data biz mispriced as dying ad agency at ~7x fwd earnings, targeting $700M EBITDA by 2028, 20%+ FCF yield. Catalyst: IBM named lead creative partner, ending 32yr WPP tie. Q1 rev $704M (+8%), record $141M net new biz. Risks: dual-class/TRA discount, AI headwinds, stock nearly doubled off lows. Watch Q2 print 7/30.
Read full article (2 min)