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4Imprint
(LSE:FOUR)
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Rating:84Outperform
Price Target:
5,136.00 p
▲(30.09% Upside)
Action:Reiterated
Date:08/06/26
The score is driven primarily by strong financial performance (high profitability, strong and consistent cash generation, and minimal leverage). Valuation is also supportive (moderate P/E with a strong dividend yield). Technicals are positive on trend but tempered by overbought momentum signals (RSI/Stochastic), which increases near-term volatility risk.
Positive Factors
Consistent cash generation
4imprint's multi-year operating cash flow consistency and a rebound in free cash flow demonstrate durable internal funding capacity. Strong cash conversion (FCF tracking earnings closely) supports sustained dividends, reinvestment in operations, and resilience through demand cycles without needing external financing.
Negative Factors
Growth normalization
After rapid scaling earlier in the decade, revenue growth flattened in 2024–2025, constraining organic upside. With top-line momentum reduced, future shareholder returns increasingly depend on margin expansion, market-share gains, or M&A—options that are harder and slower to execute sustainably.
Read all positive and negative factors
Positive Factors
Negative Factors
Consistent cash generation
4imprint's multi-year operating cash flow consistency and a rebound in free cash flow demonstrate durable internal funding capacity. Strong cash conversion (FCF tracking earnings closely) supports sustained dividends, reinvestment in operations, and resilience through demand cycles without needing external financing.
Read all positive factors
4Imprint (FOUR) vs. iShares MSCI United Kingdom ETF (EWC)
Market Cap
£1.16B
Dividend Yield4.36%
Average Volume (3M)102.70K
Price to Earnings (P/E)13.7
Beta (1Y)1.40
Revenue Growth-4.53%
EPS Growth-5.79%
CountryUK
Employees1,685
SectorCommunication Services
Sector Strength97
IndustryAdvertising Agencies
Share Statistics
EPS (TTM)4.04
Shares Outstanding28,172,530
10 Day Avg. Volume102,933
30 Day Avg. Volume102,698
Financial Highlights & Ratios
PEG Ratio-25.99
Price to Book (P/B)8.90
Price to Sales (P/S)1.06
P/FCF Ratio11.21
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
£5,426.67Price Target Upside37.45% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering3
EPS Forecast (FY)3.11
Revenue Forecast (FY)£1.32B
4Imprint Business Overview & Revenue Model
Company Description
4imprint Group plc is a prominent direct marketer, distributing a wide array of promotional items across North America, the United Kingdom, and Ireland. Their extensive catalog encompasses everything from writing instruments, bags, and drinkware t...
How the Company Makes Money
4imprint makes money by selling customized promotional products to business and organizational customers at a markup over its product and fulfillment costs. Revenue is generated on a per-order basis when customers select items from 4imprint’s cata...
4Imprint Financial Statement Overview
Summary
Income Statement
86
Very Positive
Balance Sheet
90
Very Positive
Cash Flow
88
Very Positive
| Breakdown | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 1.38B | 1.37B | 1.33B | 1.14B | 787.32M |
| Gross Profit | 445.15M | 435.40M | 383.60M | 305.64M | 210.39M |
| EBITDA | 155.29M | 153.00M | 147.50M | 106.88M | 33.94M |
| Net Income | 115.98M | 117.20M | 106.20M | 80.10M | 22.59M |
Balance Sheet | |||||
| Total Assets | 262.40M | 287.50M | 238.30M | 240.29M | 167.78M |
| Cash, Cash Equivalents and Short-Term Investments | 132.85M | 147.60M | 104.50M | 86.75M | 41.59M |
| Total Debt | 3.40M | 5.30M | 12.30M | 13.75M | 12.09M |
| Total Liabilities | 99.04M | 102.40M | 103.80M | 100.07M | 84.82M |
| Stockholders Equity | 163.36M | 185.10M | 134.50M | 140.22M | 82.97M |
Cash Flow | |||||
| Free Cash Flow | 129.66M | 113.00M | 127.00M | 69.27M | 8.35M |
| Operating Cash Flow | 133.65M | 132.60M | 137.00M | 76.98M | 11.43M |
| Investing Cash Flow | 70.35M | -101.20M | 11.30M | -44.71M | -3.46M |
| Financing Cash Flow | -153.25M | -69.00M | -110.80M | -20.81M | -6.09M |
4Imprint Technical Analysis
Positive
3948.00
Price Trends
3863.60
Positive
3710.81
Positive
3718.77
Positive
Market Momentum
238.27
Negative
85.07
Negative
97.19
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:FOUR, the sentiment is Positive. The current price of 3948 is below the 20-day moving average (MA) of 4096.70, above the 50-day MA of 3863.60, and above the 200-day MA of 3718.77, indicating a bullish trend. The MACD of 238.27 indicates Negative momentum. The RSI at 85.07 is Negative, neither overbought nor oversold. The STOCH value of 97.19 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GB:FOUR.
4Imprint Peers Comparison
UnderperformOutperform
Sector (60)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
84 Outperform | £1.16B | 13.74 | 78.01% | 4.55% | -4.53% | -5.79% | |
65 Neutral | £75.30M | 15.72 | 6.44% | 3.45% | -0.49% | -9.92% | |
60 Neutral | $48.67B | 4.58 | -11.27% | 4.14% | 2.83% | -41.78% | |
58 Neutral | £299.76M | -9.97 | -20.40% | 5.28% | -15.42% | -176.16% | |
56 Neutral | £3.22B | -14.99 | -7.54% | 5.31% | -8.08% | -139.61% | |
53 Neutral | £165.60M | -77.65 | -6.04% | ― | -12.14% | -117.78% |
* Communication Services Sector Average
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4Imprint Corporate Events
Business Operations and StrategyDividendsFinancial Disclosures
4imprint Posts Solid H1 Revenue, Tightens Margins but Lifts Full-Year Guidance
Positive
Aug 5, 2026
4imprint reported first-half 2026 revenue of $666.4m, up 1% year on year, as strong existing customer retention offset softer new customer acquisition. Adjusted operating profit fell 12% to $62.5m and margins tightened amid tariff-related supplier...
Business Operations and StrategyRegulatory Filings and Compliance
4imprint Keeps 413,000 Shares Unallotted in Latest Block Listing Return
Neutral
Jun 29, 2026
4imprint Group plc reported a block listing return for its share scheme covering the period from 28 December 2025 to 27 June 2026, confirming that the balance of unallotted securities under the scheme remained at 413,000 ordinary shares. No additi...
Executive/Board ChangesRegulatory Filings and Compliance
4imprint CFO Brukwicki Receives Vested Share Award and Adjusts Holdings for Tax
Neutral
Jun 4, 2026
4imprint Group plc disclosed that Chief Financial Officer Michelle Brukwicki has seen the vesting of a previously granted long-term incentive award over 9,371 ordinary shares, structured as a buyout linked to her joining the business. After net se...
Executive/Board ChangesRegulatory Filings and Compliance
4imprint CFO Brukwicki Vests Long-Term Incentive Shares and Sells Portion for Taxes
Neutral
Jun 4, 2026
4imprint Group plc reported that Chief Financial Officer Michelle Brukwicki had a 9,371-share award vest under the company’s Long Term Incentive Plan, tied to buyout arrangements from when she joined the business. A portion of these shares w...
Business Operations and StrategyStock BuybackDividendsFinancial DisclosuresShareholder Meetings
4imprint shareholders back all resolutions at 2026 AGM
Positive
May 20, 2026
4imprint Group plc reported that all resolutions at its 2026 annual general meeting were passed, including approval of the financial statements, the final dividend, and the directors’ remuneration report. Shareholders also endorsed the elect...
Business Operations and StrategyFinancial Disclosures
4imprint Holds Revenue Steady as Orders Dip, Affirms Outlook
Neutral
May 20, 2026
4imprint reported that trading in the first four months of 2026 was in line with Board expectations, with revenue broadly flat versus the same period in 2025 and order intake down about 2%. Existing customer orders were stable, new customer orders...
Executive/Board Changes
4imprint Grants Discounted ESPP Share Options to Top Executives
Positive
May 15, 2026
4imprint Group plc has granted share options to its chief executive officer and chief financial officer under its 2022 Employee Stock Purchase Plan, reinforcing equity-based incentives for top management. CEO Kevin Lyons-Tarr received options over...
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.