3 models fit Stagwell Inc. Class A Common Stock and they disagree: 0 of 3 land within 15% of the average. The price is above every model.
Two or more of our models back this value.
Large premium(i)Silver60
Valued as a mature, profitable company: Discounted cash flow, P/E comparison, EV/EBITDA comparison, and Graham number.
ACCE opinionStagwell Inc. Class A Common Stock (STGW)
Fair value (3 models)
$5.25
ACCE price target
$10.00
Rating
Overvalued
Horizon
12 months
Fair value published on 18 Oct 2026, 15:05 CEST; previously $5.34 since 14 Oct 2026, 00:00 CEST.
ACCE price target published on 11 Oct 2026, 00:00 CEST.
Rating published on 18 Oct 2026, 15:05 CEST.
Price used: $8.98 at the close on 23 Oct 2026, 22:00 CEST.
Models: Discounted cash flow, EV/EBITDA comparison, and Graham number.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
Price vs fair value
71.0% above
-41.5% to fair value
ACCE score
70
out of 100
Analysts
88% buy
8 covering
P/E
179.6x
forward 7.1x
1-year return
+82.9%
Dividend yield
0.00%
Stagwell Inc. Class A Common Stock in four questions
Plain answers, details below
Free accounts get 5 full stock pages a month, including the four answers.
Overview
ACCE thesis
Stagwell runs a network of marketing and communications agencies, including its Stagwell Marketing Cloud, performance media and digital production businesses, and a set of specialist shops that sell into brand and political advertising. The structural appeal is the fast-growing performance and data-driven media slice, which has pushed revenue up 11.2% even as traditional agency fees face pressure from in-housing and client budget cuts. The near-term catalyst is operating leverage: with operating margin at just 2.6% against a 35.8% gross margin, any stabilisation in overhead would flow disproportionately to earnings. At a forward P/E of 6.0 against a trailing P/E of 182.6, the market is pricing in a sharp swing in reported profitability rather than the current depressed figures. The 2.4% ROE and thin operating margin mean the thesis rests on that margin recovery actually arriving, which is the first thing to verify in the filings.