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S4 Capital

LSE:SFOR · GB00BFZZM640
MediaMedium

360

85
EV / EBIT89
Price / Owner Earnings48
Owner Earnings Yield77
Dividend Yield69
Price/Sales88
EV / Gross Profit93
Price/Book89
Return on Capital29
Cash Return on Capital49
Return on Equity26
EBIT Margin33
Gross Profitability83
Accruals83
Owner Earnings Margin53
Sales growth9
Profit Growth34
Long-Term EPS Growth74
Reinvestment89
Price momentum99
Debt load50
Refinancing10
Debt Payback35
Liquidity25
Analyst ratings15
Opinion Changes50
Price Target Upside12
Market mood4
Value Creation8/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

S4 Capital clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryUK
IndustryMedia
SizeMedium
TypePublic Company
ExchangeLSE
Employees227
Websites4capital.com
ISINGB00BFZZM640
Last UpdateApr 2, 2026
Indices
Sound Pay Practices (Europe)
Themes
Web DevelopmentContent CreationAd NetworkDigital MediaMachine LearningGenAISocial Media MarketingBrand MarketingArtificial IntelligenceAd TargetingVideo AdvertisingMarketing Automation

Description

S4 Capital plc (S4 Capital) operates in the fast-evolving digital marketing and advertising landscape, providing a range of services designed to help clients navigate the complexities of digital transformation and improve their marketing effectivenes…

Analysis

Bargain bin

S4 Capital plc falls in the bargain bin: the price is low relative to peers, but the business metrics give reason to pause.

The price is attractive. You pay 8.2× its owner earnings: the cash an owner could take out each year, which is in the historically attractive zone. At today's price, the market is assuming roughly -6% yearly growth; analysts expect 10%. The price, in other words, assumes less than the experts do.

The trajectory is moderate and the balance sheet is adequate. The company scores 8/20 on our value-creation score: creating some value.

Nothing is flagged here: no red or amber gates, no divergence between profits and cash. That is itself information: the numbers are straightforward. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
53
2023202420252026

All-time high

73

Jan 2023

All-time low

11

Mar 2026

Average rank

36

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
88
88
93
65
Price/Earnings
82
94
91
50
Price/Book
89
88
90
56
Dividend Yield
69
1
86
1
Value (overall)
96
89
100
63

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
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