System1 Group (SYS1) Fair Value & Analysis
Communication Services · GB · Market cap 41.6M GBX
Fair value as of: Jul 18, 2026
From 26 valuation models · updated 23 days ago
Fair value updated Jul 18, 2026, revised from £7.25 to £2.28 (−68.6%) since Jun 25, 2026. Share price +6.6% over the past month.
A solid business, but screening 30% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (£2.85). The favourable scenario is already priced in.
- Solid but not exceptional quality (58/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 18, 2026.
How to read this chart
60‑month range £1.07 – £7.75 · fair‑value band £1.71 – £2.85 · the £3.28 price screens above the £2.28 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 18, 2026.
Analysis
System1 Group (SYS1) currently trades at £3.28, while our model-based Fair Value estimate is £2.28, implying the stock looks roughly 30.5% overvalued today. The Quality Score stands at 58/100 (solid quality), in the Communication Services sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, System1 Group generated revenue of £23.8M at a net margin of 20.8%. Revenue declined 74.2% year over year. It earns a return on equity of 58.8%. The balance sheet holds a net cash position of £11.4M. Fundamentals as of Jul 18, 2026
Our scenario range runs from £1.71 (bear case) to £2.85 (bull case); at £3.28, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. For context, the median of 10 Communication Services peers we cover trades at -1% fair-value upside, at -30%, SYS1 screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 26 models by family
Widest divergence: DCF Models (£2.93) versus Earnings-Based (£0.6200). Highest evidence: Growth DCF (80).
Notify me when SYS1 reaches fair value
Free. You confirm by email (double opt-in) and can unsubscribe anytime in one click.
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 18, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 62 · Market factors (momentum, volatility) 46
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
System1 Group PLC, together with its subsidiaries, provides market research data and insight services in the United Kingdom, the United States, Latin America, rest of Europe, and the Asia Pacific.
Full company description
System1 Group PLC, together with its subsidiaries, provides market research data and insight services in the United Kingdom, the United States, Latin America, rest of Europe, and the Asia Pacific. It offers various tools comprising test your ad, a testing platform that covers all media types from early-stage scripts to finished films, to ensure fast, predictive, actionable products; test your innovation, that measures the emotional response of people to predict potential in success of each idea; and test your brand, a predictive measures that helps to understand brand health, predict future performance, and improve and inform brand strategy. It also serves advertisers. The company was formerly known as Brainjuicer Group Plc and changed its name to System1 Group PLC in March 2017. System1 Group PLC was founded in 1999 and is headquartered in London, the United Kingdom.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2022 – FY2026 · reported fiscal years
System1 Group reported revenue of £37.0M in FY2026 versus £24.1M in FY2022, a compound +11.3%/yr. Reported net income was £1.3M in FY2026, compounding +8.3%/yr from FY2022.
of which total revenue +2.0 pp · buybacks/dilution +0.4 pp
Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).
SYS1 screens 30% overvalued. Compare with AppLovin Corporation →
Peer Group
Advertising Agencies · 199 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Advertising Agencies median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Insider activity: 40/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Advertising Agencies stocks, each showing price versus our Fair Value estimate (as of Jul 18, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| AppLovin Corporation APP | $506.98 | $181.37 | -64% |
| Publicis Groupe S.A PUB | €87.16 | €146.36 | +68% |
| Omnicom Group OMC | $80.75 | $99.84 | +24% |
| Focus Media Information Technology Co 002027 | ¥5.00 | ¥4.08 | -18% |
| The Trade Desk, Inc TTD | $19.37 | $20.76 | +7% |
| BlueFocus Intelligent Communications Group 300058 | ¥13.81 | ¥1.50 | -89% |
| JCDecaux SE DEC | €21.28 | €20.99 | -1% |
| WPP plc WPP | $18.13 | $18.56 | +2% |
| Easy Click Worldwide Network Technology Co 301171 | ¥28.85 | ¥5.62 | -81% |
| Mobvista Inc 1860 | HK$11.15 | HK$6.43 | -42% |
Compare System1 Group with another stock
Price, fair value, quality and upside side by side.
Explore undervalued stocks
More undervalued Communication Services stocks →
Frequently asked questions
Is System1 Group (SYS1) overvalued or undervalued?
What is the fair value of SYS1?
What is the quality score of SYS1?
What is the revenue of System1 Group (SYS1)?
What is the net profit margin of SYS1?
Does System1 Group pay a dividend?
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.
Track System1 Group and try Pro for 14 days
One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.
Zero risk: nothing is ever charged. After 14 days you decide whether to stay.