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S4 Capital /£SFOR

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About S4 Capital

S4 Capital PLC is a digital advertising and marketing services company that operates internationally across the Americas, Europe, the Middle East, Africa, and the Asia Pacific. Founded by Sir Martin Sorrell in 2018, the company offers a comprehensive range of services through three main segments: Content, Data & Digital Media, and Technology Services. S4 Capital is publicly traded under the ticker symbol SFOR on the London Stock Exchange, focusing on providing integrated and innovative marketing solutions to global clients.
Ticker
£SFOR
Sector
Communication
Primary listing
LSE
Employees
6,156

S4 Capital Metrics

BasicAdvanced
£293M
-
-£0.00
0.68
£0.01
2.47%

What the Analysts think about S4 Capital

Analyst ratings (Buy, Hold, Sell) for S4 Capital stock.
Analyst projections of the future price of S4 Capital stock.

Bulls say / Bears say

The turnaround is improving profitability even before revenue recovers. First-half operational EBITDA rose 82.7% to £38 million and the margin reached 12.3%, while full-year EBITDA guidance stayed at £85 million and the margin target was raised by 140 basis points. (shareprices.com, MarketBeat)
The balance sheet is materially less risky than a year ago. Net debt fell to £66.3 million, or 0.7 times pro-forma EBITDA, after term-loan repurchases; the lower year-end debt target of £50 million to £80 million and new interim dividend add to the shareholder-return case. (shareprices.com, MarketBeat)
S4 Capital is building a credible AI-led growth proposition rather than merely cutting costs. Monks.Flow 2.0 and related AI capabilities are being used in new and expanded assignments, with recent wins including LVMH, Mercado Libre, Capital One, Revlon, Square, Seek, Watts and Air India. (shareprices.com, PR Newswire)
The top line is still shrinking, not stabilising. First-half like-for-like net revenue fell 4.7% to £308 million, and management now expects a mid-single-digit decline for 2026. (Investors' Chronicle, shareprices.com)
S4 Capital remains unusually exposed to technology clients at a time when they are directing budgets towards AI infrastructure rather than marketing. That pressure has already contributed to longer sales cycles and a 7.4% fall in Technology Services net revenue in the first half. (City A.M., Transcript Daily)
The improved profit numbers have not yet translated into stronger cash generation. First-half free cash flow fell to £10.4 million from £16 million, so further debt reduction and dividends still depend on sustained working-capital discipline while the business is contracting. (MarketBeat, Investors' Chronicle)
Data summarised monthly by Lightyear AI. Last updated on 24 Sept 2026.

S4 Capital Financial Performance

Revenues and expenses
Income statement
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
Net income
Profit margin

S4 Capital Earnings Performance

Company profitability
Earnings per share
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
Expected
Surprise
Latest price is delayed by 15 minutes. Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Market data provided by London Stock Exchange, through Infront.