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The Sage Group plc (SGPYY) Stock Analysis

$59.12 +$0.90 (+1.55%) |CouncilBullish Lean · 55 · B
The Sage Group plc (SGPYY) bottom line: Bullish Lean — our Council read (55/100) and AI Score (52/100) broadly agree. Strongest single signal: Ray Dalio bullish.
MCap: $13.3B| Vol: 1.9K| 52-wk range: $41.80 – $65.24
Data from FMP · Methodology

For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.

The Sage Group plc (SGPYY) trades at $59.12 with AI Score 52/100 (Grade B). The Sage Group plc is a technology company providing solutions and services to small and medium businesses globally. Market cap: $13.3B, Sector: Technology.

Price as of Aug 21, 2026 · Last analyzed: Mar 15, 2026
The Sage Group plc is a technology company providing solutions and services to small and medium businesses globally. They offer cloud-native, cloud-connected, and hybrid solutions, including accounting, HR, and business management software.

Analyst Coverage for SGPYY: SGPYY does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates SGPYY against Technology peers across nine fundamental dimensions and assigns a mixed fundamental profile based on the underlying data.

Watch the SGPYY film Every key number, told as a short cinematic story — just press play. ~2 min
Council Score · Weighted Average of 3 Disciplines
Bullish Lean 55/100 · B

SGPYY: 1/3 scored disciplines lean bullish. Dominant signal: Ray Dalio bullish.

How is this calculated? →
Legends Council · 5 Legends + Moon AI
Ray Dalio
Bullish
Ken Griffin
Neutral
Jim Simons
Neutral
Izzy Englander
Neutral
Seth Klarman
Bullish
Moon AI
Bullish
Munger's Mindset · Balance Sheet & Valuation
Financial Health
Neutral
Margin of Safety
Fairly Valued
Council Score · Weighted Average of 3 Disciplines · See tabs for details →

Why this analysis is different

  • A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
  • An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
  • Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.

The Sage Group plc (SGPYY) Technology Profile & Competitive Position

CEOStephen Hare
Employees10,740
HeadquartersNewcastle upon Tyne, GB
IPO Year2007

The Sage Group plc provides technology solutions for small and medium-sized businesses, offering cloud-native and hybrid solutions such as Sage Intacct, Sage People, and Sage X3. With a strong presence in North America and Europe, Sage competes with companies like NEMKY in the application software market, boasting a solid 14.7% profit margin.

Data Provenance | Financial Data Quantitative Analysis Analysis: Mar 15, 2026

What Is the Investment Thesis for SGPYY?

As of Mar 15, 2026 — figures reflect the data available on that date.

The Sage Group plc presents a compelling investment case based on its established market position and ongoing transition to cloud-based solutions. With a current P/E ratio of 21.95 and a healthy profit margin of 14.7%, Sage demonstrates financial stability. Key growth catalysts include the increasing adoption of cloud technologies among SMBs and the company's focus on expanding its cloud-native product offerings. A dividend yield of 2.60% provides additional value for investors. However, potential risks include competition from other software providers and the challenges of integrating new technologies. The company's beta of 0.35 suggests lower volatility compared to the overall market.

Based on FMP financials and quantitative analysis

SGPYY Key Highlights

Market capitalization of $13.3B, reflecting its significant presence in the software industry.

  • P/E ratio of 21.95, indicating a reasonable valuation relative to earnings.
  • Profit margin of 14.7%, showcasing efficient operations and profitability.
  • Gross margin of 89.1%, highlighting the strong pricing power and value proposition of its software solutions.
  • Dividend yield of 2.60%, providing a steady income stream for investors.

Who Are SGPYY's Competitors?

SGPYY is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.

Company Price Change Market Cap AI Score
NEMKY Nemetschek SE $16.00 +0.00% $9.23B 48
NEMTF Nemetschek SE $61.00 +0.00% $7.04B 50
NEXOF NEXON Co., Ltd. $13.93 +0.00% $11.0B 50
NEXOY NEXON Co., Ltd. $19.14 +0.82% $15.2B 50
OBIIF OBIC Co.,Ltd. $28.50 -1.32% $12.3B 53
HUBS HubSpot, Inc. $239.86 -0.74% $12.3B 77
DT Dynatrace, Inc. $49.18 -0.85% $14.3B 76
MANH Manhattan Associates, Inc. $205.99 +3.84% $12.0B 93

AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance

What Are SGPYY's Key Strengths?

Strong brand recognition and reputation in the SMB market.

  • Diverse product portfolio catering to various business needs.
  • Established customer base providing recurring revenue streams.
  • Growing cloud-based solutions offering scalability and flexibility.

What Are SGPYY's Weaknesses?

Dependence on legacy software systems.

  • Slower growth compared to pure-play cloud competitors.
  • Complex organizational structure potentially hindering agility.
  • Exposure to currency fluctuations due to international operations.

What Could Drive SGPYY Stock Higher?

Continued adoption of cloud-based solutions among SMBs, driving demand for Sage's cloud-native offerings.

  • Strategic partnerships and acquisitions to expand product portfolio and geographic reach.
  • Planned release of new software features and updates to enhance user experience and functionality.
  • Investment in research and development to drive innovation and maintain competitive advantage.

What Are the Key Risks for SGPYY?

Intense competition from established and emerging software providers.

  • Economic downturns impacting SMB spending on software.
  • Cybersecurity threats and data privacy concerns.
  • Currency fluctuations affecting revenue and profitability due to international operations.

What Are the Growth Opportunities for SGPYY?

  • Expansion of Cloud-Native Solutions: Sage has a significant opportunity to grow its revenue by expanding its cloud-native solutions, such as Sage Intacct and Sage People. By focusing on cloud-based offerings, Sage can attract new customers and increase recurring revenue streams. This expansion can be achieved through product innovation, strategic partnerships, and targeted marketing campaigns.
  • Geographic Expansion: Sage can pursue growth by expanding its geographic presence, particularly in emerging markets. These markets offer significant growth potential due to the increasing adoption of technology among SMBs. By establishing a presence in these regions, Sage can tap into new customer bases and diversify its revenue streams. This expansion can be achieved through strategic acquisitions, partnerships with local distributors, and the establishment of regional offices.
  • Strategic Acquisitions: Sage can drive growth through strategic acquisitions of complementary businesses. By acquiring companies with innovative technologies or established customer bases, Sage can expand its product portfolio and strengthen its market position. This strategy can help Sage accelerate its growth and enhance its competitive advantage. Potential acquisition targets could include companies specializing in artificial intelligence, data analytics, or cybersecurity.
  • Enhanced Customer Support and Services: Sage can improve customer retention and drive revenue growth by enhancing its customer support and services. By providing excellent customer service, Sage can build strong relationships with its customers and increase customer loyalty. This can be achieved through investments in customer support infrastructure, training programs for support staff, and the development of self-service resources.
  • Integration of Artificial Intelligence: Integrating artificial intelligence (AI) into its software solutions presents a significant growth opportunity for Sage. AI can automate tasks, improve decision-making, and enhance the user experience. By incorporating AI into its products, Sage can differentiate itself from competitors and attract new customers. This can be achieved through partnerships with AI technology providers, in-house development of AI capabilities, and the integration of AI into existing software solutions.

What Are SGPYY's Competitive Advantages?

  • Established Brand Reputation: Sage has a long-standing reputation as a trusted provider of accounting and business management software.
  • Extensive Product Portfolio: Sage offers a wide range of solutions to meet the diverse needs of its customers.
  • Large Customer Base: Sage has a large and loyal customer base, providing a stable source of revenue.
  • Partnership Ecosystem: Sage has a strong network of partners, including resellers, integrators, and technology providers.

What Does SGPYY Do?

Founded in 1981 and headquartered in Newcastle upon Tyne, UK, The Sage Group plc has evolved into a leading provider of technology solutions and services tailored for small and medium-sized businesses (SMBs). Initially focused on addressing the needs of print shops, Sage quickly expanded its offerings to encompass a broader range of accounting and business management software. Today, the company operates internationally, serving customers in North America, Northern Europe, and other regions. Sage's product portfolio includes cloud-native solutions like Sage Intacct (cloud accounting and financial management), Sage People (cloud HR and people management), Sage Accounting (small business accounting), Sage Payroll, and Sage HR. Additionally, Sage offers cloud-connected and hybrid solutions such as Sage X3 (business management) and Sage 50cloud and Sage 200cloud (cloud-connected accounting). These solutions cater to diverse business needs, from basic accounting to enterprise resource planning.

What Products and Services Does SGPYY Offer?

  • Provides cloud-native accounting software solutions like Sage Intacct.
  • Offers cloud HR and people management solutions through Sage People.
  • Develops accounting solutions for small businesses, accountants, and bookkeepers with Sage Accounting.
  • Provides cloud-based payroll solutions through Sage Payroll.
  • Offers HR management solutions via Sage HR.
  • Delivers business management solutions like Sage X3.
  • Provides cloud-connected accounting solutions through Sage 50cloud and Sage 200cloud.

How Does SGPYY Make Money?

  • Software as a Service (SaaS): Generates recurring revenue through subscriptions to its cloud-based software solutions.
  • Software Licensing: Provides traditional software licenses for on-premise deployments.
  • Services: Offers implementation, training, and support services to its customers.
  • Partnerships: Collaborates with partners to expand its reach and offer complementary solutions.

What Industry Does SGPYY Operate In?

The Sage Group plc operates in the competitive application software industry, which is experiencing significant growth driven by the increasing adoption of cloud-based solutions. The market is characterized by intense competition among established players and emerging startups. Sage's focus on providing tailored solutions for SMBs positions it well to capitalize on this trend. Competitors include companies like NEMKY, NEMTF, NEXOF, NEXOY, and OBIIF. The industry is also influenced by technological advancements such as artificial intelligence and machine learning, which are transforming business processes and creating new opportunities for innovation.

Who Are SGPYY's Key Customers?

  • Small and medium-sized businesses (SMBs) across various industries.
  • Accountants and bookkeepers who use Sage's software to manage their clients' finances.
  • Enterprises seeking comprehensive business management solutions.
AI Confidence: 72% Updated: Mar 15, 2026
FY2026 est

Forward Outlook

Wall Street analysts project The Sage Group plc revenue of about $2.74B for fiscal 2026, with EPS near $1.98. The estimate reflects 9 contributing analysts.

5/8 beats

Earnings Track Record

The Sage Group plc has beaten Wall Street's EPS estimate in 5 of its last 8 reported quarters — more hits than misses. Reported results have landed about 1.6% above estimates on average.

F-Score 6/9

Financial Health

The Sage Group plc's Piotroski F-Score is 6/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 3.51 places it in the safe zone, indicating low near-term bankruptcy risk.

ROE 82%

Key Financial Metrics

Return on equity for The Sage Group plc stands at 81.9%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 9.7%, showing how much profit it generates from its asset base. SGPYY trades at a trailing price-to-earnings ratio of 25.19, below the Technology sector average of ~34x. Its free cash flow yield is 5.5%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.62 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 4.0%, the inverse of the P/E and a quick read on earnings relative to price.

The Sage Group plc (SGPYY) Valuation Context

Valued at $13.3B, SGPYY is classified as a large-cap stock. Relative to its peer group, SGPYY's quantitative score of 52/100 is roughly in line with the peer average of 50/100.

SGPYY Revenue & Earnings Trend

In Q1 2026, SGPYY generated $1.38B in top-line revenue, marking a sequential increase of 9.1%. The company recorded net income of $198.9M, with diluted EPS of $0.84. Revenue has increased across the last three reported quarters, suggesting sustained momentum for this large-cap Technology company. Across the four most recent quarters, SGPYY averaged $0.74 in diluted EPS.

Company Profile

The Sage Group plc operates in the Software - Application industry within the Technology sector. It is headquartered in Newcastle upon Tyne, GB. The company is led by CEO Stephen Hare. SGPYY has traded publicly since 2007.

SGPYY Financials

Fundamental Snapshot

Revenue Growth (FY)
+7.8%
Net Income Growth (FY)
+14.2%
EPS Growth (FY)
+22.6%
Free Cash Flow Growth (FY)
+3.3%
P/E (TTM)
25.2
Return on Equity (TTM)
+81.9%
Current Ratio
0.6
EV/EBITDA (TTM)
16.1

Based on FMP financials and quantitative analysis · FY 2025

Bull Case vs Bear Case

Bull Case

  • Strong brand recognition and reputation in the SMB market.
  • Diverse product portfolio catering to various business needs.
  • Established customer base providing recurring revenue streams.
  • Growing cloud-based solutions offering scalability and flexibility.

Bear Case

  • Dependence on legacy software systems.
  • Slower growth compared to pure-play cloud competitors.
  • Complex organizational structure potentially hindering agility.
  • Exposure to currency fluctuations due to international operations.

AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · August 2026

Recent Quarterly Results

Quarter Revenue Net Income EPS
Q1 2026 $1.38B $199M $0.84
Q3 2025 $1.27B $189M $0.76
Q1 2025 $1.24B $180M $0.72
Q3 2024 $1.18B $167M $0.64

Based on FMP financials and quantitative analysis

SGPYY Latest News

No recent news available for SGPYY.

SGPYY Analyst Consensus

Consensus Rating

Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for SGPYY.

Price Targets

Wall Street price target analysis for SGPYY.

SGPYY MoonshotScore

52/100

What does this score mean?

The MoonshotScore rates SGPYY 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.

Leadership: Stephen Hare

Unknown

Information on Stephen Hare's background is not available in the provided context. Therefore, his career history, education, and previous roles are unknown. Further research would be required to provide a comprehensive biography.

Track Record: Information on Stephen Hare's track record is not available in the provided context. Therefore, key achievements, strategic decisions, and company milestones under his leadership are unknown. Further research would be required to provide a detailed assessment.

The Sage Group plc ADR Information Unsponsored

An American Depositary Receipt (ADR) is a certificate representing shares of a foreign company trading on U.S. stock exchanges. SGPYY is a Level 1 ADR, meaning it trades over-the-counter (OTC) without needing to fully comply with SEC regulations. This allows U.S. investors to invest in The Sage Group plc more easily.

  • Home Market Ticker: London Stock Exchange, United Kingdom
  • ADR Level: 1
  • ADR Ratio: 1:1
  • Home Market Ticker: SGPY
Currency Risk: As an ADR, SGPYY is subject to currency risk. The value of the ADR is affected by fluctuations in the exchange rate between the British pound (GBP) and the U.S. dollar (USD). If the GBP weakens against the USD, the value of SGPYY may decrease for U.S. investors, and vice versa.
Tax Implications: Dividends paid on SGPYY shares are subject to foreign dividend withholding tax in the United Kingdom. The standard withholding tax rate is typically 0-15%, but this may be reduced depending on tax treaties between the UK and the investor's country of residence. U.S. investors may be able to claim a foreign tax credit on their U.S. tax return for the amount of foreign tax withheld.
Trading Hours: The London Stock Exchange (LSE), where SGPY's home market ticker (SGPY) trades, operates from 08:00 to 16:30 GMT. This translates to 3:00 AM to 11:30 AM EST. The OTC market where SGPYY trades has standard US trading hours (9:30 AM to 4:00 PM EST), so there is an overlap, but also a period where the LSE is open and the US OTC market is closed.

SGPYY OTC Market Information

The OTC Other tier represents the lowest tier of the over-the-counter (OTC) market. Unlike stocks listed on major exchanges like the NYSE or NASDAQ, companies on the OTC Other tier have minimal listing requirements and may not be required to meet specific financial standards. This tier is often associated with higher risk due to limited regulation and transparency.

  • OTC Tier: OTC Other
Liquidity: As an OTC Other stock, SGPYY may experience limited liquidity. Trading volume may be low, and the bid-ask spread may be wide, making it more difficult for investors to buy or sell shares at desired prices. This lack of liquidity can increase the risk of price volatility and make it challenging to execute large trades.
OTC Risk Factors:
  • Limited Liquidity: Low trading volume and wide bid-ask spreads can make it difficult to buy or sell shares.
  • Lack of Transparency: Limited financial reporting and disclosure requirements increase the risk of investing in SGPYY.
  • Price Volatility: The absence of regulatory oversight can lead to increased price volatility and potential manipulation.
  • Counterparty Risk: OTC transactions may involve higher counterparty risk due to the lack of a central clearinghouse.
  • Information Asymmetry: Limited access to information can create an uneven playing field for investors.
Due Diligence Checklist:
  • Verify the company's registration and legal status.
  • Review available financial statements and disclosures.
  • Assess the company's business model and competitive landscape.
  • Evaluate the management team and their track record.
  • Understand the risks associated with investing in OTC stocks.
  • Monitor trading volume and price movements.
  • Consult with a financial advisor before investing.
Legitimacy Signals:
  • Established Business Operations: The Sage Group plc has been in operation since 1981, indicating a long-standing presence in the software industry.
  • Global Presence: The company operates in multiple countries, suggesting a broad customer base and international recognition.
  • Positive Financial Performance: A profit margin of 14.7% and a gross margin of 89.1% suggest a healthy financial position.
  • ADR Listing: The fact that SGPYY is listed as an ADR, even at Level 1, suggests some level of scrutiny and compliance.

Common Questions About SGPYY (Technology)

What does the AI Score mean for SGPYY?

SGPYY holds an AI Score of 52/100 (Grade: B). This is an educational research signal, not a buy or sell recommendation. The Sage Group plc is a technology company providing solutions and services to small and medium businesses globally. They offer cloud-native, cloud-connected, and hybrid solutions, including …

What does The Sage Group plc do?

The Sage Group plc provides technology solutions and services to small and medium-sized businesses (SMBs) globally. Their offerings include a range of cloud-native, cloud-connected, and hybrid software solutions designed to streamline accounting, human resources, and business management processes. Key products include Sage Intacct (cloud accounting), Sage People (cloud HR), Sage Accounting (small business accounting), and Sage X3 (business management).

What are the main risks for SGPYY?

The main risks for SGPYY include intense competition from established and emerging software providers, economic downturns impacting SMB spending on software, cybersecurity threats and data privacy concerns, and currency fluctuations affecting revenue and profitability due to international operations. As an OTC stock, SGPYY also faces risks related to limited liquidity, lack of transparency, and price volatility. Investors should carefully consider these risks before investing in SGPYY.

What are the key factors to evaluate for SGPYY?

The Sage Group plc (SGPYY) holds an AI score of 52/100 (moderate). The Sage Group plc presents a compelling investment case based on its established market position and ongoing transition to cloud-based solutions. Not financial advice.

How frequently does SGPYY data refresh on this page?

SGPYY's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.

What has driven SGPYY's recent stock price performance?

The Sage Group plc (SGPYY) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Strong brand recognition and reputation in the SMB market. See the News tab for the latest drivers. Past performance does not predict future results.

Should investors consider SGPYY overvalued or undervalued right now?

The Sage Group plc (SGPYY) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.

How do I research SGPYY before investing?

Before investing in The Sage Group plc (SGPYY), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).

Why might investors consider adding SGPYY to a portfolio?

Key strength of The Sage Group plc (SGPYY): Strong brand recognition and reputation in the SMB market. Weigh rewards against risks and diversify. Not financial advice.

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

Official Resources

Price as of Analysis updated AI Score refreshed daily
Data Sources & Methodology
Market data powered by Financial Modeling Prep & Yahoo Finance. AI analysis by Stock Expert AI proprietary algorithms. Technical indicators via industry-standard calculations. Last updated: .
Data Provenance
Sources: Financial Modeling Prep (FMP) — Primary · Yahoo Finance — Fallback · Alpaca — Tertiary
Last fetched:
Cache TTL: Quote 5min · Profile 7d · Financials 7d · Insider 48h
How we use AI: Numbers are pulled directly from FMP & Yahoo Finance — our AI writes the analysis, it never edits the figures.
Data provided as-is for educational purposes. Not financial advice. Methodology

Data provided for informational purposes only.

Analysis Notes
  • Information is based on available data as of 2026-03-15.
  • OTC market data may be less reliable than exchange-listed data.
  • AI analysis pending for SGPYY.
Data Sources

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