tiprankstipranks
Trending News
More News >
Baltic Classifieds Group Plc (GB:BCG)
LSE:BCG

Baltic Classifieds Group Plc (BCG) AI Stock Analysis

Compare
11 Followers

Top Page

GB:BCG

Baltic Classifieds Group Plc

(LSE:BCG)

Select Model
Select Model
Select Model
Neutral 68 (OpenAI - 5.2)
Rating:68Neutral
Price Target:
211.00p
â–²(4.98% Upside)
Baltic Classifieds Group Plc's overall stock score reflects strong financial performance and positive corporate events, offset by bearish technical indicators and a revised revenue forecast. The company's robust profitability and strategic actions like share buybacks are significant strengths, but technical analysis suggests caution due to current market momentum.
Positive Factors
High profitability and margins
Exceptionally high and stable margins indicate strong unit economics and pricing power in classifieds. Such margin durability supports reinvestment, cash returns and resilience to moderate revenue shocks, enabling sustained profit conversion even if growth slows.
Strong balance sheet with low leverage
Very low leverage and a high equity ratio provide financial flexibility for strategic investments, buybacks or cushions against downturns. A strong balance sheet reduces refinancing risk and supports long-term stability and optionality for expansion or M&A.
Healthy cash generation
Efficient conversion of earnings to free cash flow demonstrates sustainable cash generation, underpinning dividends, buybacks and capex without heavy borrowing. Consistent cash conversion supports long-term operational stability despite slower FCF growth.
Negative Factors
Revenue deceleration and forecast revision
A slowdown in revenue growth and an official revised forecast tied to Estonia signal weakening top-line momentum. Persistent local market headwinds can constrain reinvestment, reduce growth optionality and force strategic shifts to regain multi-year growth trajectories.
Geographic concentration in Baltic markets
Heavy reliance on three small national markets limits total addressable market and exposes the business to localized economic or regulatory shocks. Limited geographic diversification makes sustained high-growth expansion more dependent on market penetration or new adjacent services.
Revenue dependence on listings and advertising
Concentration in listing fees and advertising creates exposure to cyclical ad spend and seller activity. While digital classifieds have network effects, limited revenue diversification can amplify downside in ad slowdowns or competitive pricing pressure over multi-quarter horizons.

Baltic Classifieds Group Plc (BCG) vs. iShares MSCI United Kingdom ETF (EWC)

Baltic Classifieds Group Plc Business Overview & Revenue Model

Company DescriptionBaltic Classifieds Group PLC owns and operates online classifieds portals in Estonia, Latvia, and Lithuania. It operates online classifieds portals for automotive, such as Autoplius.lt and Auto24.ee; real estate portals, including Aruodas.lt, KV.ee, City24.ee, and City24.lv; job and service portals, which include CVbankas.lt and Paslaugos.lt; and generalist online classifieds portals comprising Skelbiu.lt, Kainos.lt, Osta.ee, and Kuldnebörs.ee. The company was founded in 1999 and is headquartered in Vilnius, Lithuania.
How the Company Makes MoneyBaltic Classifieds Group generates revenue primarily through listing fees, premium services, and advertising. The company charges sellers for enhanced visibility of their listings, such as promoted ads or featured placements, which allows them to reach a larger audience. Additionally, BCG earns revenue from advertisers who wish to promote their products or services on the platform, leveraging its large user base. The company may also explore partnerships with local businesses for cross-promotional opportunities, which can further enhance its revenue streams. Overall, BCG's financial performance is driven by its ability to attract and retain users, optimize its advertising offerings, and expand its service portfolio.

Baltic Classifieds Group Plc Financial Statement Overview

Summary
Baltic Classifieds Group Plc shows strong financial performance with robust profitability metrics, efficient cash flow management, and a solid balance sheet. The company maintains high margins and low leverage, providing a strong foundation for future growth. However, the deceleration in revenue growth is a point to monitor.
Income Statement
Baltic Classifieds Group Plc has demonstrated strong revenue growth with a 6.01% increase in the latest year. The company maintains impressive profitability metrics, with a gross profit margin of 100% and a net profit margin of 54.05%. EBIT and EBITDA margins are also robust at 64.81% and 77.96%, respectively. These figures indicate a highly efficient operation with strong pricing power. However, the revenue growth rate has slightly decelerated compared to previous years, which could be a point to monitor.
Balance Sheet
The balance sheet of Baltic Classifieds Group Plc shows a healthy financial position with a low debt-to-equity ratio of 0.07, indicating low leverage and reduced financial risk. Return on equity is strong at 12.82%, reflecting effective use of equity to generate profits. The equity ratio stands at 89.54%, suggesting a solid capital structure. However, the company should continue to monitor its debt levels to maintain this stability.
Cash Flow
Cash flow analysis reveals a positive trajectory with a 3.48% growth in free cash flow. The operating cash flow to net income ratio is strong at 4.25, indicating efficient cash generation relative to net income. The free cash flow to net income ratio is nearly 1, showing that the company converts its net income into free cash flow effectively. These metrics highlight strong cash flow management, although the growth rate of free cash flow has slowed compared to previous periods.
BreakdownTTMDec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income Statement
Total Revenue79.58M82.81M72.07M60.81M50.96M42.27M
Gross Profit65.76M82.81M57.18M47.85M40.87M34.36M
EBITDA61.56M64.56M54.93M46.05M28.78M32.16M
Net Income45.83M44.76M32.05M23.21M2.40M-93.00K
Balance Sheet
Total Assets386.43M389.81M400.33M417.76M424.49M437.61M
Cash, Cash Equivalents and Short-Term Investments22.40M23.61M24.86M27.07M19.91M17.11M
Total Debt16.45M25.36M50.30M69.69M82.80M213.13M
Total Liabilities31.75M40.81M66.17M85.11M97.12M229.34M
Stockholders Equity354.68M349.00M334.15M332.65M327.38M208.27M
Cash Flow
Free Cash Flow54.84M57.01M50.89M42.41M20.39M16.62M
Operating Cash Flow55.21M57.37M51.20M42.66M20.83M16.70M
Investing Cash Flow-1.38M-1.35M-303.00K-1.85M-433.00K-25.01M
Financing Cash Flow-52.98M-57.26M-53.09M-33.66M-17.58M4.72M

Baltic Classifieds Group Plc Technical Analysis

Technical Analysis Sentiment
Negative
Last Price201.00
Price Trends
50DMA
219.36
Negative
100DMA
265.30
Negative
200DMA
304.50
Negative
Market Momentum
MACD
-5.39
Negative
RSI
45.57
Neutral
STOCH
42.39
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:BCG, the sentiment is Negative. The current price of 201 is above the 20-day moving average (MA) of 199.40, below the 50-day MA of 219.36, and below the 200-day MA of 304.50, indicating a neutral trend. The MACD of -5.39 indicates Negative momentum. The RSI at 45.57 is Neutral, neither overbought nor oversold. The STOCH value of 42.39 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for GB:BCG.

Baltic Classifieds Group Plc Peers Comparison

Overall Rating
UnderperformOutperform
Sector (60)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
75
Outperform
£979.72M12.2037.18%6.83%-0.18%8.24%
70
Outperform
£4.91B17.1951.58%1.81%3.95%7.68%
70
Outperform
£3.92B19.75275.77%1.65%8.63%5.20%
68
Neutral
£924.67M22.9714.24%1.69%9.56%29.82%
60
Neutral
$48.67B4.58-11.27%4.14%2.83%-41.78%
* Communication Services Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GB:BCG
Baltic Classifieds Group Plc
201.00
-117.40
-36.87%
GB:AUTO
Auto Trader
573.40
-183.98
-24.29%
GB:MONY
Moneysupermarket.com
187.50
13.26
7.61%
GB:RMV
Rightmove
515.40
-102.72
-16.62%

Baltic Classifieds Group Plc Corporate Events

Dividends
Baltic Classifieds Sets Sterling Rate for Interim Dividend
Neutral
Jan 7, 2026

Baltic Classifieds Group PLC has confirmed the sterling conversion rate for its previously announced interim dividend of 1.3 euro cents per share, setting the rate at 1.1252 pence per share based on an exchange rate of EUR 1 = GBP 0.8655. The dividend will be paid on 23 January 2026 to shareholders on the register as of 12 December 2025, with investors receiving payment in either euros or pounds sterling depending on their prior currency elections, which can be changed for future dividends via the company’s website.

The most recent analyst rating on (GB:BCG) stock is a Hold with a £200.00 price target. To see the full list of analyst forecasts on Baltic Classifieds Group Plc stock, see the GB:BCG Stock Forecast page.

Regulatory Filings and Compliance
Baltic Classifieds Confirms Total Voting Rights at Year-End 2025
Neutral
Jan 2, 2026

Baltic Classifieds Group PLC has confirmed that its issued share capital as of 31 December 2025 consisted of 473,948,031 ordinary shares of £0.01 each, with each share carrying one voting right and no shares held in treasury. The company stated that this total number of voting rights can be used by shareholders as the denominator for calculating whether they must notify the regulator of any interests or changes in their interests under the UK Financial Conduct Authority’s disclosure and transparency rules, providing clarity for investors and regulatory compliance purposes.

The most recent analyst rating on (GB:BCG) stock is a Hold with a £191.00 price target. To see the full list of analyst forecasts on Baltic Classifieds Group Plc stock, see the GB:BCG Stock Forecast page.

Stock BuybackRegulatory Filings and Compliance
Baltic Classifieds Group Corrects Labelling Error in Share Buyback Disclosures
Neutral
Dec 18, 2025

Baltic Classifieds Group PLC has issued a clarification regarding recent share buyback disclosures, stating that an administrative labelling error led to transaction prices in several announcements between 12 and 17 December 2025 being incorrectly described as pence per share when the figures were actually in pounds sterling. The company stressed that all other details of the share transactions, including prices mentioned outside the individual transaction tables, were accurate, and that the correction is limited solely to the mislabelled transaction price column, suggesting no change to the substance of the buyback activity or its financial impact for investors.

The most recent analyst rating on (GB:BCG) stock is a Hold with a £191.00 price target. To see the full list of analyst forecasts on Baltic Classifieds Group Plc stock, see the GB:BCG Stock Forecast page.

Business Operations and StrategyStock Buyback
Baltic Classifieds Group Enhances Shareholder Value Through Share Buyback
Positive
Dec 18, 2025

Baltic Classifieds Group Plc announced the repurchase of 500,000 ordinary shares for cancellation, at an average price of 198.8696p per share, as part of its share buyback program. This transaction aims to reduce the number of outstanding shares to 473,948,031 and is expected to enhance shareholder value by boosting the company’s earnings per share, while underlining the firm’s commitment to strategic capital management.

The most recent analyst rating on (GB:BCG) stock is a Hold with a £191.00 price target. To see the full list of analyst forecasts on Baltic Classifieds Group Plc stock, see the GB:BCG Stock Forecast page.

Stock Buyback
Baltic Classifieds Group PLC Executes Share Buyback
Neutral
Dec 17, 2025

Baltic Classifieds Group PLC, a company involved in the classified advertising sector, announced the repurchase of 646,858 of its ordinary shares for cancellation at an average price of 196.1899 pence per share. This transaction, executed through Merrill Lynch International, reduces the total number of shares in issue to 474,448,031, which may impact shareholder voting rights and interest notifications under FCA rules.

The most recent analyst rating on (GB:BCG) stock is a Hold with a £191.00 price target. To see the full list of analyst forecasts on Baltic Classifieds Group Plc stock, see the GB:BCG Stock Forecast page.

Stock Buyback
Baltic Classifieds Group Executes Share Buyback to Enhance Value
Positive
Dec 16, 2025

Baltic Classifieds Group PLC announced the repurchase of 799,100 of its ordinary shares at an average price of 194.9980 pence per share, as part of a buyback program. This transaction reduces the total number of shares in issue to 475,094,889, potentially enhancing shareholder value and consolidating the company’s market position.

The most recent analyst rating on (GB:BCG) stock is a Hold with a £191.00 price target. To see the full list of analyst forecasts on Baltic Classifieds Group Plc stock, see the GB:BCG Stock Forecast page.

Stock Buyback
Baltic Classifieds Group PLC Executes Share Buyback
Positive
Dec 15, 2025

Baltic Classifieds Group PLC announced the repurchase of 308,855 of its ordinary shares for cancellation at an average price of 193.3019p per share, as part of a buyback program executed through Merrill Lynch International. This transaction reduces the total number of shares in issue to 475,893,989, potentially enhancing shareholder value and reflecting the company’s confidence in its market position.

The most recent analyst rating on (GB:BCG) stock is a Hold with a £191.00 price target. To see the full list of analyst forecasts on Baltic Classifieds Group Plc stock, see the GB:BCG Stock Forecast page.

Stock Buyback
Baltic Classifieds Group PLC Announces Share Buyback
Positive
Dec 12, 2025

Baltic Classifieds Group PLC, a company engaged in the classified advertising industry, announced the repurchase of 673,704 of its ordinary shares through Merrill Lynch International at an average price of 190.4153p per share. This transaction reduces the total number of shares in issue to 476,202,844, impacting the company’s capital structure and potentially enhancing shareholder value by increasing the earnings per share.

The most recent analyst rating on (GB:BCG) stock is a Hold with a £191.00 price target. To see the full list of analyst forecasts on Baltic Classifieds Group Plc stock, see the GB:BCG Stock Forecast page.

Regulatory Filings and Compliance
Baltic Classifieds Group Corrects Director’s Shareholding Details
Neutral
Dec 11, 2025

Baltic Classifieds Group PLC announced a correction regarding the shareholding of Ed Williams, a Non-Executive Director. Initially reported as holding 3,053,744 shares, the correct figure is 3,264,839 shares following his recent purchase of 211,095 shares. This transaction, conducted on the London Stock Exchange, reflects a 0.68% stake in the company’s issued share capital. The announcement aligns with EU Market Abuse Regulation requirements, ensuring transparency in managerial dealings.

The most recent analyst rating on (GB:BCG) stock is a Hold with a £191.00 price target. To see the full list of analyst forecasts on Baltic Classifieds Group Plc stock, see the GB:BCG Stock Forecast page.

Other
Baltic Classifieds Group Director Increases Shareholding
Positive
Dec 11, 2025

Baltic Classifieds Group PLC announced that Ed Williams, a Non-Executive Director, has purchased 211,095 ordinary shares, increasing his total holdings to 3,053,744 shares, which represents 0.68% of the company’s issued share capital. This transaction, conducted on the London Stock Exchange, reflects a significant investment by a key company figure, potentially signaling confidence in the company’s future performance and stability.

The most recent analyst rating on (GB:BCG) stock is a Hold with a £191.00 price target. To see the full list of analyst forecasts on Baltic Classifieds Group Plc stock, see the GB:BCG Stock Forecast page.

Stock Buyback
Baltic Classifieds Group PLC Executes Share Buyback
Positive
Dec 11, 2025

Baltic Classifieds Group PLC has announced the repurchase of 1,501,467 of its ordinary shares for cancellation at an average price of 189.6266p per share, as part of its ongoing buyback program. This transaction reduces the total number of shares in issue to 476,876,548, potentially enhancing shareholder value and reflecting the company’s confidence in its market position.

The most recent analyst rating on (GB:BCG) stock is a Hold with a £191.00 price target. To see the full list of analyst forecasts on Baltic Classifieds Group Plc stock, see the GB:BCG Stock Forecast page.

Business Operations and StrategyStock Buyback
Baltic Classifieds Group PLC Executes Share Buyback
Neutral
Dec 10, 2025

Baltic Classifieds Group PLC has repurchased 1,432,341 of its own ordinary shares for cancellation at an average price of 186.7245p per share. This transaction, executed through Merrill Lynch International, reduces the company’s total shares in issue to 478,378,015, potentially impacting shareholder voting rights and reflecting a strategic move to consolidate its market position.

The most recent analyst rating on (GB:BCG) stock is a Hold with a £191.00 price target. To see the full list of analyst forecasts on Baltic Classifieds Group Plc stock, see the GB:BCG Stock Forecast page.

Stock Buyback
Baltic Classifieds Group Executes Share Buyback to Boost Shareholder Value
Positive
Dec 9, 2025

Baltic Classifieds Group PLC announced the repurchase of 1,326,200 of its ordinary shares for cancellation at an average price of 182.1519p per share, as part of its buyback program. This transaction reduces the total number of shares in circulation, potentially increasing the value of remaining shares and reflecting the company’s confidence in its financial position, which may positively impact shareholder value.

The most recent analyst rating on (GB:BCG) stock is a Hold with a £191.00 price target. To see the full list of analyst forecasts on Baltic Classifieds Group Plc stock, see the GB:BCG Stock Forecast page.

Regulatory Filings and Compliance
Baltic Classifieds Group Announces Share Purchase by Director’s Associate
Neutral
Dec 8, 2025

Baltic Classifieds Group PLC has announced a transaction involving Rebecca Williams, who is closely associated with Ed Williams, a Non-Executive Director of the company. Rebecca Williams purchased 222,326 ordinary shares, increasing Ed Williams’ total holdings to 3,053,744 shares, representing 0.63% of the company’s issued ordinary share capital. This transaction was conducted in compliance with the EU Market Abuse Regulation and took place on the London Stock Exchange.

The most recent analyst rating on (GB:BCG) stock is a Hold with a £191.00 price target. To see the full list of analyst forecasts on Baltic Classifieds Group Plc stock, see the GB:BCG Stock Forecast page.

Stock Buyback
Baltic Classifieds Group Executes Share Buyback Program
Positive
Dec 8, 2025

Baltic Classifieds Group Plc announced the repurchase of 921,466 of its ordinary shares for cancellation at an average price of 177.7849p per share. This transaction reduces the total number of shares in issue to 481,136,556, impacting the voting rights and potentially increasing shareholder value by consolidating ownership.

The most recent analyst rating on (GB:BCG) stock is a Hold with a £191.00 price target. To see the full list of analyst forecasts on Baltic Classifieds Group Plc stock, see the GB:BCG Stock Forecast page.

Other
Baltic Classifieds Chair Increases Stake with Major Share Purchase
Positive
Dec 5, 2025

Baltic Classifieds Group Plc announced that its Chair, Trevor Mather, has purchased 250,000 ordinary shares, increasing his total holding to 3,448,300 shares, which represents 0.72% of the company’s issued share capital. This transaction, conducted on the London Stock Exchange, reflects a significant personal investment by a key executive, potentially signaling confidence in the company’s future prospects and stability in the market.

The most recent analyst rating on (GB:BCG) stock is a Buy with a £2.90 price target. To see the full list of analyst forecasts on Baltic Classifieds Group Plc stock, see the GB:BCG Stock Forecast page.

Stock Buyback
Baltic Classifieds Group PLC Executes Share Buyback
Positive
Dec 5, 2025

Baltic Classifieds Group PLC announced the repurchase of 544,500 of its ordinary shares for cancellation, executed through Merrill Lynch International at an average price of 184.9877 pence per share. This transaction reduces the total number of shares in issue to 482,058,022, potentially increasing shareholder value and affecting the company’s market positioning by altering the shareholding structure.

The most recent analyst rating on (GB:BCG) stock is a Sell with a £208.00 price target. To see the full list of analyst forecasts on Baltic Classifieds Group Plc stock, see the GB:BCG Stock Forecast page.

Business Operations and StrategyFinancial Disclosures
Baltic Classifieds Group Reports Strong H1 2026 Results Amid Strategic Enhancements
Positive
Dec 4, 2025

Baltic Classifieds Group PLC reported a 7% increase in revenue to €44.8 million for the first half of 2026, driven by strategic pricing changes and investments in AI tools and IT infrastructure. Despite challenges such as reduced Estonian auto transactions due to tax changes, the company maintained strong market leadership and improved yields across all business lines. The group’s financial performance was robust, with a 22% increase in profit to €26.4 million and a transition to a net cash position, highlighting its solid operational execution and commitment to shareholder returns.

The most recent analyst rating on (GB:BCG) stock is a Sell with a £208.00 price target. To see the full list of analyst forecasts on Baltic Classifieds Group Plc stock, see the GB:BCG Stock Forecast page.

Regulatory Filings and Compliance
Baltic Classifieds Group PLC Updates Share Capital and Voting Rights
Neutral
Dec 1, 2025

Baltic Classifieds Group PLC announced that its issued share capital comprises 482,602,522 ordinary shares, each with one voting right, as of November 30, 2025. This update is crucial for shareholders to determine their notification requirements under the FCA’s rules, impacting how they manage their investments in the company.

The most recent analyst rating on (GB:BCG) stock is a Sell with a £194.00 price target. To see the full list of analyst forecasts on Baltic Classifieds Group Plc stock, see the GB:BCG Stock Forecast page.

Executive/Board Changes
Baltic Classifieds Group Grants Performance Share Awards to Executives
Neutral
Nov 3, 2025

Baltic Classifieds Group PLC announced the grant of performance share awards to its executive directors under the company’s Performance Share Plan. The awards, which vest based on earnings per share performance by April 2028, aim to align executive incentives with shareholder interests and enhance long-term company performance.

The most recent analyst rating on (GB:BCG) stock is a Hold with a £320.00 price target. To see the full list of analyst forecasts on Baltic Classifieds Group Plc stock, see the GB:BCG Stock Forecast page.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Dec 07, 2025