S4 Capital plc (LON:SFOR)
London · Delayed Price · Currency is GBP · Price in GBX | Market Cap | 264.93M +59.6% |
| Revenue (ttm) | 754.80M -11.0% |
| Net Income | -24.80M |
| EPS | -0.04 |
| Shares Out | 659.86M |
| PE Ratio | n/a |
| Forward PE | 7.02 |
| Dividend | 0.01 (2.66%) |
| Ex-Dividend Date | Jun 4, 2026 |
| Volume | 1,694,654 |
| Average Volume | 4,171,263 |
| Open | 41.00 |
| Previous Close | 41.00 |
| Day's Range | 39.35 - 43.00 |
| 52-Week Range | 15.70 - 47.40 |
| Beta | 0.60 |
| RSI | 53.46 |
| Earnings Date | May 29, 2026 |
About S4 Capital
S4 Capital plc, together with its subsidiaries, operates as a digital advertising and marketing services company in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. It operates through three segments: Content, Data & Digital Media, and Technology Services. The company offers contents, campaigns, and assets for paid, social, and earned media, such as digital platforms and apps, as well as brand activations. It also provides campaign management analytics, creative production and ad serving, platform and systems integration and... [Read more]
Financial Performance
In 2025, S4 Capital's revenue was 754.80 million, a decrease of -11.01% compared to the previous year's 848.20 million. Losses were -24.80 million, -91.92% less than in 2024.
Financial StatementsNews
S4 Capital price target raised to 38 GBp from 24 GBp at Morgan Stanley
Morgan Stanley raised the firm’s price target on S4 Capital (SCPPF) to 38 GBp from 24 GBp and keeps an Equal Weight rating on the shares.
S4 Capital Earnings Call Transcript: Q1 2026
Q1 2026 saw net revenue decline 8.9% reported and 5% like-for-like, but operational EBITDA met expectations due to cost actions. Full-year guidance is reiterated, with improved leverage and a focus on dividends and debt reduction.
S4 Capital price target raised to 24 GBp from 22 GBp at Morgan Stanley
Morgan Stanley raised the firm’s price target on S4 Capital (SCPPF) to 24 GBp from 22 GBp and keeps an Equal Weight rating on the shares.
S4 Capital price target raised to 30 GBp from 28 GBp at Deutsche Bank
Deutsche Bank raised the firm’s price target on S4 Capital (SCPPF) to 30 GBp from 28 GBp and keeps a Hold rating on the shares.
Martin Sorrell Says S4 Capital's Future Depends on AI Adoption at Scale
EXCLUSIVE: Sorrell said he is “starting to see green shoots” as he looks to AI to get the advertising company out of a slump.
S4 Capital Shares Jump After Company Reassures on Outlook
The advertising company founded by industry veteran Martin Sorrell projected in-line revenue performance for 2026 and higher profitability.
S4 Capital Earnings Call Transcript: H2 2025
2025 saw improved margins and liquidity despite a near 11% revenue decline, driven by cost discipline and restructuring. Free cash flow more than doubled, net debt fell sharply, and the company is shifting to AI-driven, subscription-based models.
S4 Capital price target raised to 22 GBp from 20 GBp at Morgan Stanley
Morgan Stanley analyst Laura Metayer raised the firm’s price target on S4 Capital (SCPPF) to 22 GBp from 20 GBp and keeps an Equal Weight rating on the shares. Published
S4 Capital price target raised to 28 GBp from 24 GBp at Deutsche Bank
Deutsche Bank raised the firm’s price target on S4 Capital (SCPPF) to 28 GBp from 24 GBp and keeps a Hold rating on the shares.
S4 Capital Shares Soar After Performance Set to Beat Revised Guidance
Shares in S4 Capital jumped after the digital-advertising company said its 2025 results would exceed its recently-downgraded guidance and current consensus expectations.
LA Times Studios and S4 Capital's Monks to Host Networking Lounge at CES 2026
LOS ANGELES--(BUSINESS WIRE)--LA Times Studios, a Los Angeles Times Media Group (LATMG) company, in partnership with Monks, the global, digital-first, data-driven, unitary operating brand of S4 Capita...
S4 Capital Earnings Call Transcript: Q3 2025
Q3 saw revenue and net revenue declines year-over-year, but sequential improvement over Q2, with cost reductions and new business wins expected to drive stronger H2 profitability. AI-driven offerings and operational efficiencies are supporting margin improvement, while net debt and leverage have improved.
S4 Capital's Monks Launches White Paper "Owning the Answer: The Marketer's Playbook for AEO, GEO and the AI Search Era"
NEW YORK , Oct. 30, 2025 /PRNewswire/ -- The rise of AI-driven search is forcing brands to rethink how they remain visible in an increasingly machine-mediated world. Recognizing this fundamental shift...
S4 Capital Earnings Call Transcript: H1 2025
Net revenue declined 10% like-for-like in H1 2025 due to tech client caution and macroeconomic headwinds, but free cash flow and net debt improved. AI initiatives and major client wins are expected to drive a stronger H2, with EBITDA guidance maintained for the year.
S4 Capital Earnings Call Transcript: H1 2025
Net revenue declined 10% like-for-like in H1 2025, with operational EBITDA at £20.8 million and net debt reduced to £145.9 million. AI-driven transformation and new business wins are expected to drive a stronger H2, with full-year EBITDA guidance maintained and enhanced shareholder returns possible if targets are met.
S4 Capital Lowers Top-Line Forecast Again Due to Uncertainty, Tariffs
The company founded by industry titan Martin Sorrell cited volatility triggered in part by U.S. tariffs as it lowered its like-for-like net revenue projection for the second time in the past three mon...
S4 Capital's Monks Technology Services Debuts Advancements in Real-Time Audience Analytics, Engagement and Content Delivery at IBC 2025
Finalist for "Game-Changer Sustainable Product" at IBC, LiveVision ™ equips broadcasters and M&E companies with scalable, real-time production and decisioning that reduces infrastructure, manual effo...
Layoffs are about to hit Martin Sorrell's S4 Capital advertising group
S4 Capital's Monks brand is undergoing a restructure that will include layoffs. The market value of the Martin Sorrell-led S4 has plummeted about 97% since its 2021 peak.
MSQ rules out potential merger with Sorrell's S4 Capital, WSJ reports
Marketing agency MSQ Partners has ruled out a potential merger with Martin Sorrell's ad group S4 Capital , WSJ reported on Thursday.
Sorrell's ad group S4 Capital confirms merger talks with MSQ Partners
Martin Sorrell's ad group S4 Capital confirmed on Monday that it is in preliminary talks for a potential merger with MSQ Partners, a marketing services firm majority owned by private equity firm One E...
Sorrell's S4 Capital cuts annual revenue forecast as tech clients stay cautious
Martin Sorrell's ad group S4 Capital said on Wednesday it expects annual like-for-like net revenue to decline by low single digits, as tech clients remain cautious amid a weaker global economy and U.S...
S4 Capital Earnings Call Transcript: Q1 2025
Q1 2025 net revenue fell 12% year-over-year amid client caution and tech sector softness, but operational EBITDA met expectations due to cost controls. Full-year guidance is maintained, with H2 performance expected to improve as new business ramps up.
S4 Capital Earnings Call Transcript: Q1 2025
Q1 2025 net revenue fell 12% year-over-year, mainly due to tech client caution and a key client reduction, but operational EBITDA met expectations. H2 is expected to see significant growth from new business wins, with guidance for 2025 net revenue and EBITDA similar to 2024.
S4 Capital Earnings Call Transcript: H2 2024
2024 saw net revenue fall 11% like-for-like to GBP 755 million, with operational EBITDA at GBP 88 million and improved margins due to cost controls. A GBP 280 million impairment was recorded, and 2025 is expected to be flat, with AI-driven services and new business wins supporting future growth.
S4 Capital Earnings Call Transcript: H2 2024
2024 saw revenue and EBITDA decline due to tech client spending cuts and macro headwinds, but margins improved through cost control and restructuring. AI innovation and new business wins, like General Motors, support a stable 2025 outlook, with continued focus on efficiency and cash management.