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LBG Media Plc (GB:LBG)
LSE:LBG
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LBG Media Plc (LBG) AI Stock Analysis

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GB:LBG

LBG Media Plc

(LSE:LBG)

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Neutral 63 (OpenAI - 5.2)
Rating:63Neutral
Price Target:
33.00 p
▼(-66.95% Downside)
Action:Reiterated
Date:06/25/26
The score is supported most by strong financial positioning (low leverage and generally healthy operating/free cash flow) and a low P/E valuation. These positives are tempered by weak technicals (price below all key moving averages and negative MACD) and signs of operating volatility, including the sharp 2025 revenue decline and uneven cash-flow history.
Positive Factors
Conservative balance sheet
Low absolute debt and steadily rising equity/assets provide durable financial flexibility. This reduces refinancing and solvency risk during ad-market downturns, enabling continued investment in content, platform relationships or opportunistic M&A without stressing liquidity.
Negative Factors
Top-line volatility
A large, recent revenue drop signals weak top-line predictability and heightens execution risk. For an ad-funded model, such swings impair planning for content spend and staffing, and can quickly reverse operating leverage, pressuring margins and medium-term cash generation.
Read all positive and negative factors
Positive Factors
Negative Factors
Conservative balance sheet
Low absolute debt and steadily rising equity/assets provide durable financial flexibility. This reduces refinancing and solvency risk during ad-market downturns, enabling continued investment in content, platform relationships or opportunistic M&A without stressing liquidity.
Read all positive factors

LBG Media Plc (LBG) vs. iShares MSCI United Kingdom ETF (EWC)

LBG Media Plc Business Overview & Revenue Model

Company Description
LBG Media PLC, a global online publishing house founded in 2012 and based in Manchester, United Kingdom, develops and distributes a diverse range of digital content. Its offerings include journalistic articles, exclusive celebrity interviews, docu...
How the Company Makes Money
LBG Media primarily makes money by monetising its audience through advertising-led services. Its main revenue stream is digital advertising sold to brands, including (i) branded content/native advertising where LBG creates and distributes advertis...

LBG Media Plc Financial Statement Overview

Summary
Strong balance-sheet quality (low debt vs. equity and rising assets/equity) supports resilience, while cash generation is solid in 2024–2025. Offsetting this, operating results show volatility: a sharp 2025 revenue decline and uneven historical cash flow (including a negative year in 2022) reduce confidence in consistency.
Income Statement
62
Positive
Balance Sheet
86
Very Positive
Cash Flow
67
Positive
BreakdownSep 2025Sep 2024Mar 2024Mar 2023Mar 2022
Income Statement
Total Revenue92.22M86.59M67.51M62.81M54.50M
Gross Profit61.45M28.78M17.81M42.65M40.04M
EBITDA18.02M20.31M9.96M9.92M10.40M
Net Income10.62M9.86M1.67M5.35M5.23M
Balance Sheet
Total Assets101.84M97.14M91.33M70.33M68.58M
Cash, Cash Equivalents and Short-Term Investments30.84M27.17M15.80M29.27M34.34M
Total Debt3.13M4.24M5.48M3.24M3.76M
Total Liabilities21.18M23.98M26.18M9.11M16.30M
Stockholders Equity80.66M73.16M65.15M61.23M52.28M
Cash Flow
Free Cash Flow14.68M16.98M5.20M-3.62M11.68M
Operating Cash Flow15.16M17.44M7.20M-1.40M12.33M
Investing Cash Flow-5.43M-4.15M-19.61M-2.22M556.00K
Financing Cash Flow-6.04M-1.64M-943.00K-1.45M14.52M

LBG Media Plc Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price99.85
Price Trends
50DMA
34.70
Negative
100DMA
49.84
Negative
200DMA
70.00
Negative
Market Momentum
MACD
-0.72
Negative
RSI
57.42
Neutral
STOCH
82.77
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:LBG, the sentiment is Neutral. The current price of 99.85 is above the 20-day moving average (MA) of 29.75, above the 50-day MA of 34.70, and above the 200-day MA of 70.00, indicating a neutral trend. The MACD of -0.72 indicates Negative momentum. The RSI at 57.42 is Neutral, neither overbought nor oversold. The STOCH value of 82.77 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for GB:LBG.

LBG Media 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
71
Outperform
£105.27M58.394.81%0.60%65.48%-40.91%
64
Neutral
£269.96M8.423.57%0.53%-8.41%-51.11%
63
Neutral
£71.30M6.7113.81%
62
Neutral
£172.31M-1.32-21.91%11.37%-3.75%-346.47%
60
Neutral
$48.67B4.58-11.27%4.14%2.83%-41.78%
55
Neutral
£161.14M-75.42-6.04%1.09%-12.14%-117.78%
51
Neutral
£240.34M-9.85-4.92%6.33%-11.01%92.56%
* Communication Services Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GB:LBG
LBG Media Plc
34.10
-71.15
-67.60%
GB:BBSN
Brave Bison
90.50
31.81
54.21%
GB:FUTR
Future plc
303.00
-381.85
-55.76%
GB:SAA
M&C Saatchi plc
135.00
-59.00
-30.41%
GB:RCH
Reach plc
54.60
-10.44
-16.05%
GB:SFOR
S4 Capital Plc
36.25
11.01
43.61%

LBG Media Plc Corporate Events

Business Operations and StrategyFinancial DisclosuresM&A TransactionsPrivate Placements and Financing
LBG Media Buys TikTok Specialist Uncovered in Push for Scalable Social-First Revenues
Positive
Jun 19, 2026
LBG Media has acquired 75% of Uncovered Holdings, a London-based Gen Z-native, social-first creative agency recognised as the EU’s leading TikTok partner, for an initial £26.8 million plus up to £7 million in earnouts, with options...
Business Operations and StrategyFinancial Disclosures
LBG Media lifts revenue but cuts 2026 profit guidance as Indirect income slumps
Negative
Jun 9, 2026
LBG Media reported half-year revenue to 31 March 2026 of £52.4m, up 19% year on year, as Direct revenues from branded content nearly doubled to £37.6m and rose to 72% of group sales, driven by strong growth in the UK and rapid expansion ...
Business Operations and StrategyFinancial Disclosures
LBG Media lifts revenue outlook as margin mix shifts toward Direct sales
Positive
Apr 22, 2026
LBG Media reported a 19% rise in half-year revenue to £52.4m, or 22% in constant currency, as it accelerates a strategic shift toward more predictable Direct revenues from branded content in the UK and U.S. markets. Despite this growth, adjus...
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: Jun 25, 2026