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31.07.25 06:43:37 |
Hier ist was zu machen von Sage Group (LON:SGE) Beschleunigende Preise von Return |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
# Identifizierung des nächsten Multi-Baggers: Haupttrends und Einblicke
Einleitung
Die Suche nach dem nächsten Multibagger ist ein beliebtes Thema in der investierenden Welt. Ein Multibagger ist ein Unternehmen, das konsequent hohe Renditen auf eingesetztem Kapital (ROCE) generiert und sein Kapital mit hoher Rate erhöht, was zu explosivem Wachstum führt. In diesem Artikel diskutieren wir über die wichtigsten Trends und Erkenntnisse, die dazu beitragen können, den nächsten Multibagger zu identifizieren.
(ROCE)
ROCE ist eine entscheidende Metrik zur Bewertung der Rentabilität eines Unternehmens. Es misst den jährlichen Vorsteuergewinn eines Unternehmens gegenüber seinem eingesetzten Kapital. Ein hoher ROCE weist darauf hin, dass ein Unternehmen seine Gewinne zu steigenden Renditen reinvestiert.
Die ROCE der Sage Group Trend
Die ROCE der Sage Group ist seit zwölf Monaten bis zum März 2025 konstant hoch. Dies ist eine große Rückkehr, und es ist noch besser als der Software-Industrie Durchschnitt von 10%. Wir müssen jedoch die zugrunde liegenden Faktoren berücksichtigen, die zu diesem Trend beitragen.
oder Schlüsselanhänger
* Das Kapital der Sage Group und die Renditen auf diesem Kapital sind in den letzten fünf Jahren stabil.
* Das Unternehmen zahlt den Aktionären gegenüber 47% des Gewinns aus, was darauf hindeutet, dass es ausreichende Gewinne generiert, um in das Geschäft umzu investieren.
* Wenn die zugrunde liegenden Trends weitergehen, ist die Wahrscheinlichkeit, dass die Sage Group ein Multibagger ist gering.
Warnung Zeichen zu beobachten
Um das Potenzial der Sage Group weiter zu bewerten, haben wir zwei Warnzeichen identifiziert:
* Hoher ROCE und wachsendes Kapital.
* Abnehmender Kapitalrendite.
Schlussfolgerung
Während die Sage-Gruppe eine beeindruckende Rentabilität aus ihrem Kapital hat, unterstützen die zugrunde liegenden Tendenzen keine Kapitalerhöhung. Die ROCE und die Renditen des Unternehmens sind stabil, und der Rückgang der Renditen auf Kapitalbeschäftigte ist ein Anliegen. Diese Warnzeichen weisen darauf hin, dass die Sage-Gruppe möglicherweise kein Multibagger ist, zumindest nicht in naher Zukunft.
Zukunftsforschungsmöglichkeiten
* Schauen Sie sich unsere neueste Analyse für Sage Group LSE:SGE Return on Capital Employed 31. Juli 2025.
* Entdecken Sie die Prognosen der Analysten der Sage Group kostenlos.
* Betrachten Sie andere Unternehmen, die hohe Eigenkapitalrendite mit soliden Grundlagen verdienen.
In den Warenkorb
Unser Artikel bietet einen allgemeinen Überblick über die investierende Welt. Wir wollen langfristig fokussierte Analysen liefern, die durch grundlegende Daten getrieben werden, und unsere Artikel sollen keine Finanzberatung sein.
- Kommentare anzeigen
Wir ermutigen Leser, ihr Feedback zu diesem Artikel zu teilen. Unsere Artikel sind allgemeiner Natur, und sie stellen keine Finanzberatung dar. Sie berücksichtigen nicht Ihre Ziele oder Ihre finanzielle Situation. Wir wollen Ihnen langfristig fokussierte Analyse durch grundlegende Daten bringen. Beachten Sie, dass unsere Analyse möglicherweise nicht in den neuesten preisempfindlichen Unternehmensankündigungen oder qualitativen Materialien einhergeht. |
30.06.25 07:51:17 |
If EPS Growth Is Important To You, Sage Group (LON:SGE) Presents An Opportunity |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks' without any revenue, let alone profit. But the reality is that when a company loses money each year, for long enough, its investors will usually take their share of those losses. A loss-making company is yet to prove itself with profit, and eventually the inflow of external capital may dry up.
Despite being in the age of tech-stock blue-sky investing, many investors still adopt a more traditional strategy; buying shares in profitable companies like Sage Group (LON:SGE). Now this is not to say that the company presents the best investment opportunity around, but profitability is a key component to success in business.
This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality.
How Quickly Is Sage Group Increasing Earnings Per Share?
Generally, companies experiencing growth in earnings per share (EPS) should see similar trends in share price. That makes EPS growth an attractive quality for any company. Over the last three years, Sage Group has grown EPS by 9.2% per year. That's a pretty good rate, if the company can sustain it.
One way to double-check a company's growth is to look at how its revenue, and earnings before interest and tax (EBIT) margins are changing. While we note Sage Group achieved similar EBIT margins to last year, revenue grew by a solid 7.7% to UK£2.4b. That's encouraging news for the company!
You can take a look at the company's revenue and earnings growth trend, in the chart below. Click on the chart to see the exact numbers.LSE:SGE Earnings and Revenue History June 30th 2025
Check out our latest analysis for Sage Group
You don't drive with your eyes on the rear-view mirror, so you might be more interested in this freereport showing analyst forecasts for Sage Group's future profits.
Are Sage Group Insiders Aligned With All Shareholders?
Owing to the size of Sage Group, we wouldn't expect insiders to hold a significant proportion of the company. But we are reassured by the fact they have invested in the company. To be specific, they have UK£25m worth of shares. This considerable investment should help drive long-term value in the business. Even though that's only about 0.2% of the company, it's enough money to indicate alignment between the leaders of the business and ordinary shareholders.
Should You Add Sage Group To Your Watchlist?
As previously touched on, Sage Group is a growing business, which is encouraging. If that's not enough on its own, there is also the rather notable levels of insider ownership. That combination is very appealing. So yes, we do think the stock is worth keeping an eye on. What about risks? Every company has them, and we've spotted 2 warning signs for Sage Group you should know about.
Story Continues
There's always the possibility of doing well buying stocks that are not growing earnings and do not have insiders buying shares. But for those who consider these important metrics, we encourage you to check out companies that do have those features. You can access a tailored list of British companies which have demonstrated growth backed by significant insider holdings.
Please note the insider transactions discussed in this article refer to reportable transactions in the relevant jurisdiction.
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Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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20.04.25 08:01:07 |
Calculating The Fair Value Of The Sage Group plc (LON:SGE) |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Key Insights
Sage Group's estimated fair value is UK£10.95 based on 2 Stage Free Cash Flow to Equity Sage Group's UK£11.72 share price indicates it is trading at similar levels as its fair value estimate Our fair value estimate is 19% lower than Sage Group's analyst price target of UK£13.46
How far off is The Sage Group plc (LON:SGE) from its intrinsic value? Using the most recent financial data, we'll take a look at whether the stock is fairly priced by taking the forecast future cash flows of the company and discounting them back to today's value. One way to achieve this is by employing the Discounted Cash Flow (DCF) model. Believe it or not, it's not too difficult to follow, as you'll see from our example!
We would caution that there are many ways of valuing a company and, like the DCF, each technique has advantages and disadvantages in certain scenarios. If you still have some burning questions about this type of valuation, take a look at the Simply Wall St analysis model.
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The Method
We're using the 2-stage growth model, which simply means we take in account two stages of company's growth. In the initial period the company may have a higher growth rate and the second stage is usually assumed to have a stable growth rate. To start off with, we need to estimate the next ten years of cash flows. Where possible we use analyst estimates, but when these aren't available we extrapolate the previous free cash flow (FCF) from the last estimate or reported value. We assume companies with shrinking free cash flow will slow their rate of shrinkage, and that companies with growing free cash flow will see their growth rate slow, over this period. We do this to reflect that growth tends to slow more in the early years than it does in later years.
Generally we assume that a dollar today is more valuable than a dollar in the future, so we discount the value of these future cash flows to their estimated value in today's dollars:
10-year free cash flow (FCF) forecast
2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 Levered FCF (£, Millions) UK£497.6m UK£554.6m UK£626.9m UK£710.5m UK£727.8m UK£744.1m UK£761.0m UK£778.3m UK£796.0m UK£814.2m Growth Rate Estimate Source Analyst x9 Analyst x9 Analyst x4 Analyst x2 Analyst x1 Est @ 2.24% Est @ 2.26% Est @ 2.27% Est @ 2.28% Est @ 2.29% Present Value (£, Millions) Discounted @ 8.4% UK£459 UK£472 UK£492 UK£515 UK£487 UK£459 UK£433 UK£409 UK£386 UK£364
("Est" = FCF growth rate estimated by Simply Wall St)
Present Value of 10-year Cash Flow (PVCF) = UK£4.5b
Story Continues
We now need to calculate the Terminal Value, which accounts for all the future cash flows after this ten year period. For a number of reasons a very conservative growth rate is used that cannot exceed that of a country's GDP growth. In this case we have used the 5-year average of the 10-year government bond yield (2.3%) to estimate future growth. In the same way as with the 10-year 'growth' period, we discount future cash flows to today's value, using a cost of equity of 8.4%.
Terminal Value (TV)= FCF2034 × (1 + g) ÷ (r – g) = UK£814m× (1 + 2.3%) ÷ (8.4%– 2.3%) = UK£14b
Present Value of Terminal Value (PVTV)= TV / (1 + r)10= UK£14b÷ ( 1 + 8.4%)10= UK£6.1b
The total value, or equity value, is then the sum of the present value of the future cash flows, which in this case is UK£11b. In the final step we divide the equity value by the number of shares outstanding. Compared to the current share price of UK£11.7, the company appears around fair value at the time of writing. Remember though, that this is just an approximate valuation, and like any complex formula - garbage in, garbage out.LSE:SGE Discounted Cash Flow April 20th 2025
Important Assumptions
Now the most important inputs to a discounted cash flow are the discount rate, and of course, the actual cash flows. You don't have to agree with these inputs, I recommend redoing the calculations yourself and playing with them. The DCF also does not consider the possible cyclicality of an industry, or a company's future capital requirements, so it does not give a full picture of a company's potential performance. Given that we are looking at Sage Group as potential shareholders, the cost of equity is used as the discount rate, rather than the cost of capital (or weighted average cost of capital, WACC) which accounts for debt. In this calculation we've used 8.4%, which is based on a levered beta of 1.187. Beta is a measure of a stock's volatility, compared to the market as a whole. We get our beta from the industry average beta of globally comparable companies, with an imposed limit between 0.8 and 2.0, which is a reasonable range for a stable business.
View our latest analysis for Sage Group
SWOT Analysis for Sage Group
Strength
Earnings growth over the past year exceeded the industry.
Debt is well covered by earnings and cashflows.
Dividends are covered by earnings and cash flows.
Weakness
Dividend is low compared to the top 25% of dividend payers in the Software market.
Opportunity
Annual revenue is forecast to grow faster than the British market.
Good value based on P/E ratio compared to estimated Fair P/E ratio.
Threat
Annual earnings are forecast to grow slower than the British market.
Next Steps:
Valuation is only one side of the coin in terms of building your investment thesis, and it is only one of many factors that you need to assess for a company. DCF models are not the be-all and end-all of investment valuation. Preferably you'd apply different cases and assumptions and see how they would impact the company's valuation. For example, changes in the company's cost of equity or the risk free rate can significantly impact the valuation. For Sage Group, we've compiled three additional factors you should further examine:
Risks: For example, we've discovered 2 warning signs for Sage Group that you should be aware of before investing here. Management:Have insiders been ramping up their shares to take advantage of the market's sentiment for SGE's future outlook? Check out our management and board analysis with insights on CEO compensation and governance factors. Other High Quality Alternatives: Do you like a good all-rounder? Explore our interactive list of high quality stocks to get an idea of what else is out there you may be missing!
PS. Simply Wall St updates its DCF calculation for every British stock every day, so if you want to find the intrinsic value of any other stock just search here.
Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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27.03.25 07:51:50 |
UK's Sage Group says Cartin to replace Howell as CFO next year |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
(Reuters) - British software firm Sage Group named Jacqui Cartin as its new chief financial officer on Thursday, succeeding Jonathan Howell, who will leave on December 31.
Cartin, currently the company's executive vice president group financial controller, will take over as CFO in January 2026.
Howell, who assumed the CFO role in 2018, will step down to focus on non-executive work.
During Howell's tenure, the company's stock price has more than doubled.
Sage, benefiting from a surging demand for artificial intelligence, had previously forecast organic revenue growth of 9% or more for the year ending September.
(Reporting by Raechel Thankam Job; Editing by Rashmi Aich and Savio D'Souza)
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14.02.25 08:08:37 |
Returns On Capital At Sage Group (LON:SGE) Have Stalled |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to notice a trend of growing return on capital employed (ROCE) and alongside that, an expanding base of capital employed. Ultimately, this demonstrates that it's a business that is reinvesting profits at increasing rates of return. So when we looked at Sage Group (LON:SGE), they do have a high ROCE, but we weren't exactly elated from how returns are trending.
Return On Capital Employed (ROCE): What Is It?
Just to clarify if you're unsure, ROCE is a metric for evaluating how much pre-tax income (in percentage terms) a company earns on the capital invested in its business. The formula for this calculation on Sage Group is:
Return on Capital Employed = Earnings Before Interest and Tax (EBIT) ÷ (Total Assets - Current Liabilities)
0.20 = UK£481m ÷ (UK£3.6b - UK£1.2b) (Based on the trailing twelve months to September 2024).
Thus, Sage Group has an ROCE of 20%. In absolute terms that's a great return and it's even better than the Software industry average of 10%.
See our latest analysis for Sage Group LSE:SGE Return on Capital Employed February 14th 2025
Above you can see how the current ROCE for Sage Group compares to its prior returns on capital, but there's only so much you can tell from the past. If you're interested, you can view the analysts predictions in our freeanalyst report for Sage Group .
What The Trend Of ROCE Can Tell Us
Things have been pretty stable at Sage Group, with its capital employed and returns on that capital staying somewhat the same for the last five years. It's not uncommon to see this when looking at a mature and stable business that isn't re-investing its earnings because it has likely passed that phase of the business cycle. So while the current operations are delivering respectable returns, unless capital employed increases we'd be hard-pressed to believe it's a multi-bagger going forward. With fewer investment opportunities, it makes sense that Sage Group has been paying out a decent 45% of its earnings to shareholders. Unless businesses have highly compelling growth opportunities, they'll typically return some money to shareholders.
Our Take On Sage Group's ROCE
While Sage Group has impressive profitability from its capital, it isn't increasing that amount of capital. Although the market must be expecting these trends to improve because the stock has gained 89% over the last five years. However, unless these underlying trends turn more positive, we wouldn't get our hopes up too high.
Story Continues
Sage Group does have some risks though, and we've spotted 2 warning signs for Sage Group that you might be interested in.
High returns are a key ingredient to strong performance, so check out our free list ofstocks earning high returns on equity with solid balance sheets.
Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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13.02.25 14:57:00 |
Less Manual Work, More Financial Control – Sage Intacct Further Advances AI for Finance Teams |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Sage
From Faster Month-End Close to Smarter Decision-Making, Finance Teams Gain Trusted Insights Instantly with Sage Copilot AI-Powered Purchasing with Sage AP Automation Eliminates Manual Tasks, Reduces Errors, and Enhances Financial Oversight
ATLANTA, Feb. 13, 2025 (GLOBE NEWSWIRE) -- Sage, the leader in accounting, financial, HR, and payroll technology for small and mid-sized businesses (SMBs), today announced new innovative AI-driven tools and automation features for Sage Intacct. These latest enhancements help finance teams save time, get trusted insights faster, and focus on growth by simplifying compliance, enhancing decision-making, and improving operational efficiency.
Introduced into Sage Intacct in December 2024, Sage Copilot, a generative AI-assistant for accounting, has rapidly evolved with direct feedback from customers* to deliver new AI-driven capabilities that enable finance teams to streamline critical workflows and improve month-end close efficiency. Now with features like Search Help, Variance Analysis and Close Assistant, Sage Copilot reduces administrative burdens, provides real-time insights, and simplifies financial management. With AI-powered analysis and proactive alerts, finance professionals save time, budget owners gain real-time spending insights, and accounting teams close the books more accurately and confidently.
“The automation and AI-driven insights from Sage Intacct have allowed us to cut processing times in half and significantly reduce manual errors,” said Christian Mulvihill, CFO at Greenidge Generation Holdings. “Beyond saving time and money, these tools have enhanced the accuracy and reliability of our financial data, enabling greater collaboration across teams and more confident decision-making. It’s transformed how we operate and plan for the future.”
Simplify Finance with AI and Automation
According to Sage's report "AI: The opportunity for CFOs", 86% of finance leaders have already incorporated AI into their operations, but only 49% use specialised AI solutions designed explicitly for finance. Despite this, more than three-quarters (77%) of finance leaders recognize AI as a partner that enhances job satisfaction and enables more strategic operations.
"Applying AI in a way that drives real impact can be challenging for many SMBs, but these latest enhancements demonstrate how it can deliver tangible results,” said Susan Vincent, Managing Director, Baker Tilly. “As a Sage partner, these advancements help our customers gain real value while driving our growth, strengthening customer relationships, and positioning us as trusted advisors in a competitive market.”
To address the increasing complexity of financial operations — where manual processes and data silos can slow decision-making, Sage is also expanding automation with the latest enhancements, including AP Automation with Purchasing. This helps finance teams reduce manual effort, improve accuracy, and gain contextual insights. With organizations already processing more than 24 million invoices, valued at over $10 billion and saving them 3-million hours, these latest advancements allow them to further focus on strategic goals, streamline complex workflows, and eliminate the bottlenecks.
"In speaking with customers daily, it's clear that time is their most valuable commodity," said Dan Miller, EVP Financials and ERP Division at Sage. "It isn't just about driving more efficiency, it's about giving them space to focus on moving their business forward and driving growth and these latest updates are about putting more time in their hands. By helping them to save hours during the month-end while providing faster insight into business performance, they can make confident, data-driven decisions that propel their businesses forward."
Sage Intacct Release 1 2025 Enhancements Include:
Story Continues
Sage Copilot Search Help: Bringing instant, conversational answers to finance teams, Sage Copilot’s generative AI-powered search enables quick and precise answers to how-to questions. With natural language understanding, Sage Copilot interprets complex queries, understands Intacct-specific terminology, and delivers useful answers fast.
Availability: General availability with phased rollout to existing customers in UK & US Sage Copilot Variance Analysis: Now generally available, Sage Copilot Variance Analysis provides accounting and budget owners with real-time insights into budget variances. It uncovers spending issues and potential inaccuracies throughout the month— without having to wait for the close. Budget owners receive variances with easy-to-consume graphs and natural language descriptions of drivers of the variances. It also saves accounting teams from needing to compile and distribute variances, freeing them for higher value tasks.
Availability: General availability with phased rollout to existing customers in UK & US Sage Copilot Close Assistant: Offering an at-a-glance view of month-end close progress, Close Assistant provides real-time visibility into key close status across entities and subledgers, identifies incomplete tasks, simplifies navigation, and keeps everyone aligned throughout the close process.
Availability: Early Adopter in UK & US AP Automation with Purchasing: Helping to reduce hours spent manually matching POs to invoices with scalable policies and automation, this extension helps finance teams manage all accounts payable and purchasing tasks in one unified platform. Eliminating the need to switch between multiple systems, AP Automation with Purchasing leverages AI and machine learning to ensure invoices are automatically matched to purchase orders, reducing errors and manual effort.
Availability: In all regions Clinical eProcurement: Enhancing procurement workflows for large healthcare organizations with vendor punchout technology, this latest addition to Sage Intacct improves spend management and ensures compliance with procurement policies.
Availability: US from March Revenue Management Enhancements: Simplifying compliance with ASC 606 and IFRS 15 standards, Sage Intacct Revenue Management automates complex revenue recognition processes at the push of a button. Now customers can bring their own billing solution when they migrate from another accounting platform to Sage Intacct. With support for more than 600 billing scenarios, Revenue Management can seamlessly integrate to third-party billing solutions, providing flexibility to customize workflows and generate accurate deferred revenue waterfalls and forecasts.
Availability: US, UK, AU, CA & ZA
About Sage
Sage exists to knock down barriers so everyone can thrive, starting with the millions of Small and Mid-Sized Businesses served by us, our partners and accountants. Customers trust our finance, HR and payroll software to make work and money flow. By digitizing business processes and relationships with customers, suppliers, employees, banks and governments, our digital network connects SMBs, removing friction and delivering insights. Knocking down barriers also means we use our time, technology and experience to tackle digital inequality, economic inequality and the climate crisis.
Notes to editors
*Sage was recently recognized with a Pendo award for its customer-driven approach to product development. By leveraging in-app validation tools, Sage delivers features that directly address customer needs, shifting the product team’s focus from delivery to measurable outcomes.
Media contact:
Kev Tolliver
Kev.Tolliver@sage.com
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13.02.25 14:19:00 |
Sage debuts new conference experience in Atlanta for SMBs – Sage Future |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Sage
Reimagined event will empower 5,000 business leaders to shape the future of finance and business growth
ATLANTA, Feb. 13, 2025 (GLOBE NEWSWIRE) -- Sage, a global leader in accounting, financial, HR, and payroll technology for small and medium-sized businesses, today opens registration for its annual user conference, Sage Future, taking place June 3-5, 2025, at the Georgia World Congress Center. The event is expected to welcome 5,000 attendees from across the US and Canada to Atlanta, including medium-sized business and financial leaders, Value-Added Resellers (VARs), Independent Software Vendors (ISVs), strategic alliances, and community partners.
A Brand New Experience: Sage Future
Sage Future aims to inspire innovation and growth in the finance and accounting industry through cutting-edge thought leadership, immersive industry sessions, professional development opportunities, and in-depth product explorations. Replacing the former Sage Transform conference held in Las Vegas last year, the newly reimagined event promises to deliver an unparalleled experience designed to empower businesses to thrive in a rapidly evolving world of business and technology. Attendees will experience a dynamic event designed to spark ideas, foster connections, and provide actionable insights for business growth and professional development.
“We are transforming Sage Future to be more than just a software conference,” said Dan Miller, EVP Financials and ERP Division at Sage. “This next era is about empowering senior finance leaders with the innovative solutions, data-driven insights, and human expertise they need to redefine what’s possible for their organizations. At Sage Future, we’ll dive into topics that really matter in today’s business landscape — such as AI and the evolving strategic needs of the finance function — equipping attendees to navigate complexity and become catalysts for high performance within their businesses.”
What to Expect at Sage Future:
Thought Leadership Content: Explore the latest trends and groundbreaking innovations shaping the accounting and financial industries. Industry Immersion Sessions: Dive deep into sector-specific challenges and opportunities. Professional Growth Experiences: Gain new skills and insights to advance careers and businesses, offering one-to-one meetings with Sage and industry experts. Product Deep-Dive Sessions: Hands-on explorations of Sage’s latest solutions and technologies.
Strategic Move to Atlanta
The company will reestablish its significant presence in Atlanta this year with the highly anticipated opening of its North America Headquarters at 619 Ponce in Midtown this spring.
Story Continues
“Bringing Sage Future to Atlanta marks a pivotal moment in our journey to boldly redefine how we connect with our community,” said Mark Hickman, Managing Director of North America at Sage. “Atlanta’s vibrant ecosystem of innovation, diverse talent pool, and strong business culture make it the ideal location to host an event of this scale. Sage has a lot of exciting experiences coming to Atlanta in 2025, like our new HQ opening in Ponce City Market and Sage Future is another experience we’re adding into the mix.”
Registration Details
Registration for Sage Future opens today. For more information, visit sage.com/sagefuture.
About Sage
Sage exists to knock down barriers so everyone can thrive, starting with the millions of Small and Mid-Sized Businesses served by us, our partners and accountants. Customers trust our finance, HR and payroll software to make work and money flow. By digitising business processes and relationships with customers, suppliers, employees, banks and governments, our digital network connects SMBs, removing friction and delivering insights. Knocking down barriers also means we use our time, technology and experience to tackle digital inequality, economic inequality and the climate crisis.
Media contact:
Brittany Farquhar
Corporate Affairs Manager, North America
Brittany.farquhar@sage.com
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31.01.25 09:26:53 |
The Sage Group plc (SGGEF) Sees 27% Stock Surge, CEO Credits AI Innovation and Cost Discipline for Strong 2024 Growth |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
We recently compiled a list of the Morgan Stanley's 15 Best European AI Stocks.In this article, we are going to take a look at where The Sage Group plc (OTC:SGGEF) stands against Morgan Stanley's other European AI stocks.
In August last year, investment bank Morgan Stanley released an investor note highlighting that even though the chaos around prominent AI firms had somewhat subsided, an AI rumbling in Europe was just about to begin. Analysts at the investment firm compared the AI buzz to historical similarities in the mid-1990s, just before the internet craze. According to Morgan Stanley analysts, European semi stocks were experiencing a tactical correction and would hit new highs in the coming months. The note further detailed that a basket of these equities, handpicked by these experts, and nicknamed AI winners, had returned close to 45% on average since January 2023, the beginning of the AI revolution. These firms had outperformed the 14% jump recorded by the MSCI Europe benchmark, per the research.
Read more about these developments by accessing 10 Best AI Data Center Stocks and 10 Buzzing AI Stocks According to Goldman Sachs.
In the months since, European AI stocks have experienced significant volatility, most recently influenced by global developments and investor sentiment. A notable event was the introduction of a low-cost AI model by Chinese startup DeepSeek, which raised concerns about the profitability of existing AI companies that rely on expensive chips and infrastructure. This led to a sharp decline in European tech stocks, with the European tech index dropping 5.8%, marking the worst decline since October 2024. However, the market showed resilience shortly after. European shares reached a record high, driven by gains in retail and utilities stocks as tensions in the tech sector subsided. European stock pickers are exploring established sectors such as utilities, professional data providers, and even copper miners to tap into the next wave of AI advancements. This approach reflects a strategic shift towards industries that can support and benefit from AI infrastructure and applications.
Read more about these developments by accessing 30Most Important AI Stocks According to BlackRock and Beyond the Tech Giants: 35 Non-Tech AI Opportunities.
For this article, we selected companies based in Europe that have been benefiting from the AI boom. An important investor note by investment bank Morgan Stanley on European AI stocks formed the basis for this list. These stocks are also popular among hedge funds. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points (see more details here).
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A businessperson contemplating modern technology while using the BrandGraph Platform.
The Sage Group plc (OTC:SGGEF)
Number of Hedge Fund Holders: N/A
The Sage Group plc (OTC:SGGEF) provides technology solutions and services for small and medium businesses in the United States, the United Kingdom, France, and internationally. The company is headquartered in the United Kingdom. Last year, analysts at JPMorgan had placed the firm among a basket of European equities that would emerge as a winner from the AI boom. In the past six months, the share price of the company has jumped by more than 27%. Steve Hare, the CEO of the firm, has attributed the strong revenue growth of his business in 2024 to innovation, like the introduction of latest AI-powered solutions, as well as disciplined cost control. Per Hare, this drove efficiency leading to good levels of margin expansion and a significant uplift in EPS and free cash flow.
Overall SGGEF ranks 9th on our list of Morgan Stanley's European AI stocks. While we acknowledge the potential of SGGEF as an investment, our conviction lies in the belief that some stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for a stock that is more promising than SGGEF but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
READ NEXT: 20 Best AI Stocks To Buy Now and Complete List of 59 AI Companies Under $2 Billion in Market Cap
Disclosure: None. This article is originally published at Insider Monkey.
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30.01.25 07:09:20 |
UK software firm Sage upholds revenue forecast after robust Q1 growth |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
(Reuters) -Britain's Sage Group on Thursday maintained its revenue forecast for fiscal 2025 after the software firm posted 10% growth in first-quarter underlying revenue, driven by higher demand, especially in North America, its fastest growing region.
The company has invested heavily in cloud services in recent years and it is now counting on surging demand for artificial intelligence products and services to deploy generative AI in its offerings to help small business owners.
"Sage has made a strong start to the year, achieving broad-based revenue growth in line with expectations, despite the ongoing macroeconomic uncertainty," Chief Financial Officer Jonathan Howell said in a statement.
The company, whose accountancy software is used by millions of small businesses, rolled out its "Sage Copilot" generative AI-powered assistant in December.
The model can help businesses track various tasks and even automate some items.
The launch and rising popularity of a free AI assistant by Chinese startup DeepSeek, which claims to use less data at a fraction of current costs, has prompted investors to dump tech stocks globally this week.
Still, shares of FTSE 100 component Sage are up 5% so far this year.
The stock had been hovering around record highs in recent weeks, with most analysts bullish on Sage, citing attractive earnings growth prospects and progress in rolling out generative AI copilots.
Sage had previously forecast organic total revenue growth of 9% or above for the year ending September.
That compares with analysts' estimate of 9.2%, according to a company-compiled consensus.
The company posted underlying total revenue of 612 million pounds ($760.84 million) for the three months ended Dec. 31, with North America reporting growth of 11%
($1 = 0.8044 pounds)
(Reporting by Pushkala Aripaka in Bengaluru; Editing by Sonia Cheema and Jan Harvey)
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21.01.25 15:50:00 |
Sage and Tractics Announce Partnership to Deliver a Powerhouse Cloud Solution for Heavy Civil Contractors |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Sage
The seamless integration between Sage Intacct Construction and Tractics offers the best in financial management and heavy civil operations software
LAS VEGAS, Jan. 21, 2025 (GLOBE NEWSWIRE) -- WORLD OF CONCRETE -- Sage, the trusted software provider for small and mid-sized businesses (SMBs) in the construction industry, and Tractics, the provider of the leading cloud-native construction management platform for heavy civil contractors, announce a partnership that delivers a powerful integration between Sage Intacct Construction and Tractics.
“This partnership brings together Sage’s industry-leading construction financial management solution and decades of innovation in construction technology with Tractics’ expertise in field, fleet, and project operations to deliver the best in accounting and operations software,” said Julie Adams, Senior Vice President, Construction and Real Estate, Sage. “Together, we provide the heavy civil market with a powerful and data-rich platform to seamlessly manage their entire business from the field to the office.”
Integration highlights:
Sage Intacct Construction provides the horsepower and dependable accounting backbone businesses need to remain competitive, while Tractics delivers a robust solution for office, field, fleet, and project operations. This powerhouse integration includes:
Centralized, wide visibility into construction operations, in a single, comprehensive platform Field apps for foremen and crew so timesheets are updated in real time Access to critical data for fleet managers, dispatchers, and back-office staff to simplify operations and keep teams working in sync Customizable financial reporting and dashboards Anytime, anywhere access to real-time project data Dimensional general ledger and multi-entity consolidation Automated WIP management
“Tractics was created by contractors for contractors. Drawing on years of hands-on field experience, the platform empowers heavy civil contractors with the tools they need to run their businesses more efficiently. This partnership with Sage enables us to offer our customers even more robust cloud solutions,” said Tyler VanWinkle, CEO, Tractics. “By integrating our platforms, we’re helping businesses to streamline their entire operations which also means simplifying their accounting. This helps bridge the gap between technology and everyday construction business needs so that we’re providing solutions to make our contractor’s lives easier.”
The integration is available now for new and existing Sage and Tractics customers. Product demonstrations will be available during World of Concrete in the Sage booth #N1353 and the Tractics booth #N1776 in the North Hall of the Las Vegas Convention Center. To learn more about Sage construction solutions, visit SageCRE.com. To learn more about Tractics, visit Tractics.io
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Media contacts:
Natalia Fuscoe
natalia.fuscoe@sage.com
Tractics
PR@tractics.io
About Sage
Sage exists to knock down barriers so everyone can thrive, starting with the millions of small- and mid-sized businesses served by us, our partners, and accountants. Customers trust our finance, HR, and payroll software to make work and money flow. By digitizing business processes and relationships with customers, suppliers, employees, banks, and governments, our digital network connects SMBs, removing friction and delivering insights. Knocking down barriers also means we use our time, technology, and experience to tackle digital inequality, economic inequality, and the climate crisis. Learn more at www.sage.com/en-us/ and www.sageintacct.com.
About Sage Construction and Real Estate
For over 50 years Construction companies have turned to Sage for their Finance, Preconstruction, and Operations needs. With over 50,000 customers and the largest partner network in the industry, Sage is well known for the being the most trusted provider of innovative and dependable business management software. Whether you are a small residential contractor, or a large commercial builder, you can trust that Sage has the right solution for your business. For more information, visit SageCRE.com.
About Tractics
Tractics is a powerful platform for heavy civil contractors, connecting crews, fleet and offices through real-time data to enhance project management, reporting, crew and fleet tracking, and equipment health. With tools for managing everything from bid to field operations, Tractics keeps your projects running smoothly so contractors can focus on what matters: getting the job done.
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