Company Analysis

Stagwell Inc. (STGW)

Nasdaq: STGW · Services-Advertising Agencies · New York, NY · filing with the SEC since 1997
Grade5.6
◀ Past 5.1● Present 6.4▶ Future 5.1

The grade of Stagwell Inc.

Nine metrics read from its own filings, by tense
Headline grade
5.6/10
◀ Past5.130% of the headline
● Present6.440% of the headline
▶ Future5.130% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

All nine metrics read as filed from the record.

◀ Past

What did they actually do?

5.1/1030% of the headline grade · 3 of 3 filed

Surviving crises

as filed
3.5/10

Has it survived what it has been through?

4 warning events since 2017; the latest 2023-03-21.

weight 33% of this tense · 35th percentile among 10 sector filers · read for itself

From the record

Stagwell Inc.'s filings since 2017 show 4 warning events of 2 kinds: an auditor change (8-K item 4.01, 2 times, the latest 2023-03-21); a late-report notice (Form NT 10-K or NT 10-Q, 2 times, the latest 2022-03-17) (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
5.6/10

What has it actually done, year after year?

+8.6% a year over 10 filed years; profitable in 7 of 10.

weight 45% of this tense · 56th percentile among 10 sector filers · read for its customers

From the record

Stagwell Inc.'s 10 filed years say what it did: revenue went from $1.4 billion in fiscal 2016 to $2.9 billion in fiscal 2025, up 8.6% a year; it rose in 5 of 9 years; the deepest fall was 41% from fiscal 2017 to fiscal 2020; net income was positive in 7 of 10 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span8.6%top 25% of its family
  • the share of years revenue rosetop 30% of its family
  • the share of filed years with a profittop 45% of its family
  • the deepest fall from a revenue peak41.3%bottom 25% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
6.3/10

How has it treated the people who own it?

Share count grew 30.8% a year. 91% of cash flow returned. Insiders: 3 sales, 1 purchases.

weight 22% of this tense · 63rd percentile among 6 sector filers · read for its shareholders

From the record

Over the 4 fiscal years to 2025-12-31, Stagwell Inc.'s diluted share count grew about 30.8% a year, and dividends and buybacks returned about 91% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 3 sales and 1 purchase of their own stock on the open market in the year to 2026-11-04, buying about $118 thousand (their Form 4 filings).

What it rests on

  • the share count over the yearsbottom 35% of its family
  • cash returned against operating cash flowtop 8% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

6.4/1040% of the headline grade · 3 of 3 filed

Financial health

as filed
5.2/10

Is it financially healthy right now?

ROE 4%: 4¢ of profit per shareholder dollar. Leverage 82%: owes 82¢ per asset dollar.

weight 33% of this tense · 52nd percentile among 9 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-12-31, Stagwell Inc. earned about 4 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 25 cents per dollar of everything the company owns (revenue less the cost of revenue). Leverage: it owed about 82 cents per dollar of assets, and net share issuance: its share count grew 128.5% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetsbottom 28% of its family
  • return on equitytop 19% of its family
  • gross profit against assetstop 39% of its family
  • the share count against the year beforebottom 39% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
7.4/10

How strong is its position in its industry?

top 26% of 10 in its family; net margin 1%.

weight 45% of this tense · 74th percentile among 10 sector filers · read for its customers

From the record

Stagwell Inc.'s standing among 10 graded names in its industry family: revenue of $2.9 billion in fiscal 2025 ranks in the top 19% by size; a net margin of 1% ranks in the top 15%; revenue growth of 2.7% a year over the last 3 filed years ranks in the top 45% (its annual reports).

What it rests on

  • revenue against the family$2.91Btop 19% of its family
  • net margin1.0%top 15% of its family
  • three-year revenue growth2.7%top 45% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
6.3/10

What are the people in charge doing?

top 37% of 5 in its family for leadership; chief executive since 2019.

weight 22% of this tense · 63rd percentile among 5 sector filers · read for its shareholders

From the record

Stagwell Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Penn, Mark Jeffery (Chief Executive Officer, as filed), filing under that title since 2019-03-26, 7.6 years (top 30% of its family); the 14 officers and directors filing in the last fifteen months have been on the record a median of 6 years (top 50%); 7 officer or director changes were reported on Form 8-K since 2023-11-13, against the 14 people in charge now (top 30%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge7 in three years among 14 peopletop 30% of its family
  • the median years the people in charge have filed6.0 yearstop 50% of its family
  • the chief executive's years on the record7.6 yearstop 30% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

5.1/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed
4.9/10

How much room does it have to grow?

bottom 49% of 10 in its family for room to expand.

weight 33% of this tense · 49th percentile among 10 sector filers · read for itself

From the record

Stagwell Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $105 million against debt of $1.3 billion leaves -29% of its assets as net cash, bottom 17% of its family; cash from operations less capital spending is 8.5% of revenue (top 45%); a gross margin of 36.5% (top 25%) (its annual report).

What it rests on

  • cash less debt against assets-29.0%bottom 17% of its family
  • cash from operations less capital spending against revenue8.5%top 45% of its family
  • gross margin36.5%top 25% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
5.0/10

What could actually drive growth from here?

top 50% of 10 in its family for growth drivers.

weight 45% of this tense · 50th percentile among 10 sector filers · read for its customers

From the record

Stagwell Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 2.7% a year over the last three filed years against 8.6% over all 10, slowing (bottom 15% of its family); the newest year grew 2.4% (top 45%); capital spending grew 24.5% a year (top 19%) (its annual reports). Stagwell Inc. reported 5 lines of business in fiscal 2025: Marketing Services at $1.1 billion, Media Commerce at $691 million, Communications at $593 million, and 2 more. 3 of 5 grew in the latest filed year, and the largest line is 39% of revenue (its annual report).

What it rests on

  • three-year growth against the whole span-5.9 points a yearbottom 15% of its family
  • the newest year's revenue growth2.4%top 45% of its family
  • three-year growth of capital spending24.5%top 19% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
5.7/10

Did its newest year beat what its own record pointed to?

top 43% of 9 in its family for expectations against reality.

weight 22% of this tense · 57th percentile among 9 sector filers · read for its shareholders

From the record

Stagwell Inc.'s newest year against its own record: revenue of $2.9 billion in fiscal 2025 came in 0.4% below the $2.9 billion its prior three years' pace pointed to (bottom 28% of its family); net income of $29 million against a prior three-year average of $7 million (top 6%); a net margin of 1% against 0.3% before (top 50%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace-0.4%bottom 28% of its family
  • net income against the prior three years' average+291%top 6% of its family
  • net margin against its prior average+0.7 pointstop 50% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton STGW · research, not advice