Equities
Consumer DiscretionaryMedia
  • Price (GBX)24.55
  • Today's Change-0.150 / -0.61%
  • Shares traded1.43m
  • 1 Year change-32.18%
  • Beta2.0171
Data delayed at least 20 minutes, as of Feb 09 2026 16:35 GMT.
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About the company

S4 Capital PLC is a United Kingdom-based digital advertising, marketing, and technology services company. The Company operates through two segments: Marketing Services and Technology Services. Its Marketing Services segment includes creative content, campaigns, and assets at a global scale for paid, social and earned media - from digital platforms and apps to brand, full-service campaign management analytics, creative production and ad serving, platform and systems integration and transition, training and education. Its Technology Services segment includes digital transformation services, which deliver advanced digital product design, engineering services and delivery services. The Company’s customers are primarily businesses across technology, fast-moving consumer goods (FMCG) and media and entertainment. Monks.Flow is its Artificial Intelligence (AI) product solution that automates marketing workflows.

  • Revenue in GBP (TTM)786.10m
  • Net income in GBP-315.50m
  • Incorporated2016
  • Employees7.17k
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Mergers & acquisitions

Acquired companyDeal statusDateDate /
Deal status
SFOR:LSE since
announced
Transaction
value
MSQ Partners LtdRumoured11 Aug 202511 Aug 2025Rumoured15.80%--
Data delayed at least 20 minutes, as of Feb 09 2026 16:35 GMT.

Peer analysis

Key Information
CompanyRevenue (TTM)Net income (TTM)Market capEmployeesPrice/earnings (TTM)Price/book value (MRQ)Price/cash flow (TTM)Price/sales (TTM)EPS (excl. extraordinary items, TTM)EPS (incl. extraordinary items, TTM)Revenue per share (TTM)Book value per share (MRQ)Asset turnover (TTM)Inventory turnover (TTM)Receivables turnover (TTM)Revenues per employee (TTM)Return on avg assets (TTM)Return on avg assets (5 yr avg)Return on investment (TTM)Return on investment (5 yr avg)Gross margin (TTM)Gross margin
(5 yr avg)
Net profit margin (TTM)Net Profit margin
(5 yr avg)
Quick ratio (MRQ)Interest coverage (TTM)Total debt to capital (MRQ)Payout ratio
(5 yr avg)
Revenue
(YOY change %)
Revenue
(5 yr growth rate)
Net income
(YOY change %)
Net income
(5 yr growth rate)
Capital expenditure
(5 yr growth rate)
Dividend
(5 yr growth rate)
Pebble Group PLC123.11m6.10m74.36m523.0013.480.94093.610.6040.03710.03710.75170.53141.014.313.69235,390.104.985.236.587.1144.4340.514.965.371.2719.820.0642--0.88353.179.85--26.52--
Brave Bison Group PLC35.05m1.19m78.91m192.0044.282.1635.122.250.01740.01740.50610.35581.01--4.32182,526.003.416.324.8911.2266.3752.063.394.52----0.07384.87-8.0614.32-33.28---9.49--
M&C Saatchi Plc355.27m6.75m158.32m1.98k23.414.0111.430.44560.05530.082.910.32281.49--2.89179,157.302.820.81286.942.4960.4760.831.900.5692--6.030.584960.71-5.860.7443360.55---12.76-4.46
S4 Capital PLC786.10m-315.50m165.50m7.17k--0.3052--0.2105-0.469-0.4691.170.80940.5358--2.19109,698.60-21.50-7.07-29.87-9.8989.9085.26-40.13-13.68---10.380.413---16.1431.57-2,046.15---4.31--
YouGov Plc388.90m13.40m240.87m3.12k18.171.274.240.61940.11310.11313.291.620.6428--5.11124,687.402.174.293.276.4182.1882.193.375.43--3.380.537362.0115.9920.60658.336.99-1.2613.09
Public Policy Holding Company Inc-100.00bn-100.00bn249.96m447.00--3.67----------2.38-----------13.63---17.12--32.01---13.79----0.3785--10.8021.91-68.19--5.93--
Next 15 Group PLC689.95m15.88m283.89m3.99k18.311.726.060.41150.15350.15356.761.631.15--3.84172,832.902.721.155.031.9475.6478.572.370.9497--9.480.4607315.81-0.661919.40-25.4177.156.4143.76
Data as of Feb 09 2026. Currency figures normalised to S4 Capital PLC's reporting currency: UK Pound GBX

Institutional shareholders

25.14%Per cent of shares held by top holders
HolderShares% Held
Third Avenue Management LLCas of 15 Jul 202542.76m6.38%
Aberforth Partners LLPas of 31 Jan 202633.44m4.99%
Patient Capital Management LLC (Invt Mgmt)as of 23 Mar 202529.97m4.47%
M&G Investment Management Ltd.as of 31 Oct 202529.46m4.40%
Norges Bank Investment Managementas of 30 Jun 20259.79m1.46%
Herald Investment Management Ltd.as of 31 Dec 20248.71m1.30%
American Century Investment Management, Inc.as of 08 Jan 20265.38m0.80%
Deka Investment GmbHas of 30 Sep 20253.54m0.53%
Mirabaud Asset Management Ltd.as of 30 Jun 20252.70m0.40%
Mellon Investments Corp.as of 09 Jan 20262.67m0.40%
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Data from 30 Jun 2025 - 31 Jan 2026Source: FactSet Research Systems Inc.
Data Provided by LSEG
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