S4 Capital plc (SFOR) Fair Value & Analysis
Communication Services · GB · Market cap 226M GBX
Fair value as of: Jul 13, 2026
From 16 valuation models · updated yesterday
Fair value updated Jul 13, 2026 — revised from £1.44 to £0.3500 (−75.7%) since Jun 24, 2026. Share price −5.3% over the past month.
Price vs Fair Value (12 months)
12‑month range £0.1524 – £0.4350 · fair‑value band £0.2200 – £0.4800 · the £0.3465 price screens below the £0.3500 fair value. As of Jul 13, 2026.
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S4 Capital plc (SFOR) currently trades at £0.3465, while our model-based Fair Value estimate is £0.3500 — implying the stock looks roughly 1.0% fairly valued today. We read business quality at 54/100 (solid quality), in the Communication Services sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high) — always confirm before acting.
Over the trailing twelve months, S4 Capital plc generated revenue of £755M at a net margin of -3.3%. Revenue declined 7.4% year over year. It earns a return on equity of -4.6%. Net debt stands at £115M. Fundamentals as of Jul 13, 2026
Our scenario range runs from £0.2200 (bear case) to £0.4800 (bull case); at £0.3465, the current price sits within that range. For context, the median of 10 Communication Services peers we cover trades at 11% fair-value upside — at 1%, SFOR screens richer than that median.
Key figures & financial health
More key figures
Figures from reported company fundamentals (EODHD) · as of Jul 13, 2026. TTM = trailing twelve months.
About the company
S4 Capital plc, together with its subsidiaries, provides digital advertising, marketing, and technology services in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. 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, transition, and training and education services. In addition, the company offers digital transformation services in delivering digital product design, engineering, and delivery services. The company has a strategic partnership with Windsurf to create AI development environment. The company is headquartered in London, the United Kingdom.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
S4 Capital plc reported revenue of £755M in FY2025 versus £687M in FY2021, a compound +2.4%/yr. Reported net income was −£24.8M in FY2025.
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10 more Advertising Agencies stocks, each showing price versus our Fair Value estimate (as of Jul 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| AppLovin Corporation APP | $558.87 | $316.44 | -43% |
| Publicis Groupe S.A PGPEF | $103.00 | $166.23 | +61% |
| Omnicom Group OMC | $73.98 | $123.58 | +67% |
| Focus Media Information Technology Co 002027 | ¥5.39 | ¥3.34 | -38% |
| The Trade Desk, Inc TT8 | €18.62 | €19.59 | +5% |
| BlueFocus Intelligent Communications Group 300058 | ¥15.49 | ¥2.14 | -86% |
| JCDecaux SE DEC | €18.41 | €20.52 | +11% |
| Dentsu Group DNTUY | $19.14 | $44.72 | +134% |
| CyberAgent, Inc CYGIY | $4.16 | $6.81 | +64% |
| WPP plc W1PP34 | R$18.56 | R$5.65 | -70% |
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.
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Not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.