Next Fifteen Communications (NFG) AI Stock Analysis

• Market Cap: £389.57M
• Dividend Yield: 3.98%
• Average Volume (3M): 321.35K
• Price to Earnings (P/E): 24.5
• Beta (1Y): 3.07
• Revenue Growth: -5.98%
• EPS Growth: -74.21%
• Country: UK
• Employees: 3,992
• Sector: Communication Services
• Sector Strength: 97
• Industry: Advertising Agencies
• EPS (TTM): 0.21
• Shares Outstanding: 100,924,810
• 10 Day Avg. Volume: 420,540
• 30 Day Avg. Volume: 321,347
• PEG Ratio: N/A
• Price to Book (P/B): N/A
• Price to Sales (P/S): N/A
• P/FCF Ratio: N/A
• Enterprise Value/Market Cap: N/A
• Enterprise Value/Revenue: N/A
• Enterprise Value/Gross Profit: N/A
• Enterprise Value/Ebitda: N/A
• 1Y Price Target: £498.00
• Price Target Upside: 29.02% Upside
• Rating Consensus: Strong Buy
• Number of Analyst Covering: 3

• Rating: 71 Outperform
• Price Target: 413.00p ▲(6.99% Upside)

Next Fifteen Communications exhibits strong technical momentum and robust financial health, which are the primary drivers of its stock score. The high valuation is a concern, but the attractive dividend yield provides some compensation. The absence of earnings call and corporate events data means these factors do not influence the score.

Positive Factors

Financial Health

The company's robust financial health, characterized by stable cash flows and effective leverage management, supports its long-term growth potential.

Cash Generation

Strong operating cash flow indicates efficient capital management, enabling the company to fund operations and invest in growth opportunities.

Balance Sheet Stability

A stable debt-to-equity ratio suggests prudent financial management, ensuring long-term sustainability and financial flexibility.

Negative Factors

Revenue Decline

The decline in revenue growth indicates potential challenges in market demand or competitive pressures, impacting future earnings potential.

Profit Margin Pressure

Declining profit margins can strain profitability, limiting the company's ability to reinvest in growth and maintain competitive positioning.

Earnings Decline

A significant decline in EPS growth reflects challenges in maintaining profitability, potentially affecting investor confidence and future capital raising.

Next Fifteen Communications Business Overview & Revenue Model

Company Description

Next 15 Group plc, together with its subsidiaries, provides communications services in the United Kingdom, Europe, Africa, the United States, and the Asia Pacific. It also engages in the provision of consultancy services including data and insights, customer engagement, digital marketing and communications, and business transformation. The company provides its services under the activate, Agent3, Archetype, Beyond, The Blueshirt Group, Brandwidth, ELVIS, encore, House 337, M Booth, M Booth Health, Mach49, MHP Group, Nectar, Outcast, Palladium, Publitek, Savanta, SMG, Transform, twogether, and Velocity brands. The company was formerly known as Next Fifteen Communications Group plc and changed its name to Next 15 Group plc in April 2023. Next 15 Group plc was incorporated in 1981 and is based in London, the United Kingdom.

How the Company Makes Money

Next Fifteen Communications generates revenue through a combination of service-based fees and project-based engagements. The main revenue streams include retainer agreements with clients for ongoing public relations and digital marketing services, project-based work for specific campaigns, and performance-based contracts that may involve success fees tied to measurable outcomes. The company also benefits from strategic partnerships with technology firms and other agencies, enhancing its service offerings and broadening its client base. Additionally, NFG may see contributions from its subsidiaries and specialized agencies that operate under its umbrella, which further diversifies its revenue sources.

Next Fifteen Communications Financial Statement Overview

Summary

Next Fifteen Communications demonstrates steady financial health with consistent revenue growth and stable cash flows. The company effectively manages its leverage and capital structure, reflecting a sound financial strategy. Despite some pressure on profit margins and recent declines in cash flow growth, the overall financial position remains robust, supporting future growth prospects.

Income Statement

The company has shown moderate revenue growth over the years with a significant increase in total revenue from 2022. Gross profit margin has fluctuated, indicating variability in cost management. Net profit margin is positive but declined, suggesting pressure on bottom-line profitability. EBITDA and EBIT margins are stable but showed a slight decline in the most recent period, indicating efficient but pressured operational performance.

Balance Sheet

The company's debt-to-equity ratio appears relatively stable, reflecting a balanced approach to financing. Return on equity has improved, signaling better returns for shareholders. The equity ratio is within a reasonable range, suggesting a healthy balance between equity and assets. Overall, the balance sheet reveals a stable financial structure with manageable leverage.

Cash Flow

Operating cash flow has remained strong, although there is a slight decline in the most recent year. Free cash flow is positive and reflects efficient capital management. The cash flow ratios indicate a healthy cash generation relative to net income, supporting the company's ability to fund operations and growth. However, the slight decline in free cash flow growth rate requires attention.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	729.81M	729.81M	734.67M	720.50M	470.06M	323.67M
Gross Profit	123.74M	123.74M	577.84M	146.73M	74.40M	49.35M
EBITDA	104.12M	104.12M	147.21M	50.51M	-50.12M	28.55M
Net Income	39.47M	39.47M	52.91M	1.62M	-69.22M	-4.94M
Balance Sheet
Total Assets	604.96M	604.96M	591.62M	594.43M	444.76M	321.65M
Cash, Cash Equivalents and Short-Term Investments	89.43M	89.43M	42.87M	47.32M	58.22M	26.83M
Total Debt	150.96M	150.96M	77.66M	63.02M	55.46M	55.58M
Total Liabilities	423.77M	423.77M	435.40M	480.03M	383.30M	204.77M
Stockholders Equity	181.67M	181.67M	155.98M	113.95M	59.83M	116.96M
Cash Flow
Free Cash Flow	67.18M	67.18M	69.27M	66.25M	72.60M	60.35M
Operating Cash Flow	69.38M	69.38M	76.42M	73.22M	78.40M	64.46M
Investing Cash Flow	-12.89M	-12.89M	-23.97M	-67.58M	-32.23M	-27.82M
Financing Cash Flow	-71.76M	-71.76M	-55.08M	-19.39M	-14.79M	-38.24M

Next Fifteen Communications Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 386.00
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Positive
• RSI: Negative
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:NFG, the sentiment is Positive. The current price of 386 is above the 20-day moving average (MA) of 366.99, above the 50-day MA of 307.97, and above the 200-day MA of 284.15, indicating a bullish trend. The MACD of 23.32 indicates Positive momentum. The RSI at 72.23 is Negative, neither overbought nor oversold. The STOCH value of 78.49 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GB:NFG.

Next Fifteen Communications Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
NFG	―	£389.57M	24.52	9.53%	3.98%	-5.98%	-74.21%
PEBB	―	£71.91M	13.07	7.09%	3.81%	1.24%	7.54%
Sector *	―	$48.67B	4.58	-11.27%	4.14%	2.83%	-41.78%
YOU	―	£316.45M	23.43	7.16%	3.35%	15.99%	―
SAA	―	£160.60M	20.97	18.23%	1.12%	-21.19%	-29.54%
SFOR	―	£154.31M	-0.47	-45.75%	4.06%	-14.27%	-15466.67%
EBQ	―	£20.15M	-1.61	-37.24%	―	-0.79%	-100.22%

Next Fifteen Communications Corporate Events

Next 15 Group Announces Total Voting Rights Update

Next 15 Group plc has announced that as of September 30, 2025, its issued share capital comprises 100,924,813 ordinary shares, with none held in treasury. This information is crucial for shareholders to determine their notification requirements under the Financial Conduct Authority’s Disclosure and Transparency Rules.

The most recent analyst rating on (GB:NFG) stock is a Buy with a £580.00 price target. To see the full list of analyst forecasts on Next Fifteen Communications stock, see the GB:NFG Stock Forecast page.

Next 15 Announces COO Departure and Transition Plan

Next Fifteen Communications Group plc announced the resignation of Jonathan Peachey as Chief Operating Officer, effective October 31, 2025. Peachey, who played a significant role in the company’s growth and strategic acquisitions, will remain as a Senior Advisor until January 2026 to ensure a smooth transition. His departure marks a pivotal moment for Next 15 as it continues to pursue its growth strategy under new leadership.

The most recent analyst rating on (GB:NFG) stock is a Buy with a £303.00 price target. To see the full list of analyst forecasts on Next Fifteen Communications stock, see the GB:NFG Stock Forecast page.

Next Fifteen Communications Reports Resilient H1 2025 Performance Amid Market Challenges

Next Fifteen Communications reported a robust performance for the first half of 2025 despite challenging market conditions, with a slight decline in net revenue and adjusted operating profit due to macroeconomic uncertainties and reduced technology client spend. The company has implemented a simplification strategy, reducing its portfolio from 22 to 12 businesses, and is winding down its Mach49 operations. Strong growth was observed in the public sector and retail media, with a focus on digital transformation and data-driven services. The company maintained its interim dividend and improved cash flow through effective working capital management, positioning itself well for future growth.

The most recent analyst rating on (GB:NFG) stock is a Buy with a £303.00 price target. To see the full list of analyst forecasts on Next Fifteen Communications stock, see the GB:NFG Stock Forecast page.

Next 15 Group to Announce Interim Results on 30 September 2025

Next 15 Group plc has announced that it will release its interim results for the period ending 31 July 2025 on 30 September 2025. This announcement is significant for stakeholders as it provides insights into the company’s financial performance and strategic direction, potentially influencing market perceptions and investment decisions.

The most recent analyst rating on (GB:NFG) stock is a Hold with a £289.00 price target. To see the full list of analyst forecasts on Next Fifteen Communications stock, see the GB:NFG Stock Forecast page.

Next Fifteen Announces Total Voting Rights Update

Next Fifteen Communications Group plc announced that as of August 31, 2025, its issued share capital consisted of 100,924,813 ordinary shares, with none held in treasury. This information is crucial for shareholders to determine their notification requirements under the Financial Conduct Authority’s Disclosure and Transparency Rules, impacting how they manage their interests in the company.

The most recent analyst rating on (GB:NFG) stock is a Hold with a £294.00 price target. To see the full list of analyst forecasts on Next Fifteen Communications stock, see the GB:NFG Stock Forecast page.

Next 15 to Cease Operations at Mach49 Subsidiary

Next 15 Group plc has announced its decision to permanently cease operations at its subsidiary, Mach49 LLC, as part of its strategy to streamline its business. The wind-down process is expected to be completed before the end of the FY26 financial year, and Mach49 will be reported as a discontinued operation in the company’s financial statements. Additionally, Next 15 is involved in arbitration proceedings concerning earnout payments with former members of Mach49, while maintaining its guidance for continued operations in FY26.

The most recent analyst rating on (GB:NFG) stock is a Hold with a £294.00 price target. To see the full list of analyst forecasts on Next Fifteen Communications stock, see the GB:NFG Stock Forecast page.

Next Fifteen Communications Gains Court Approval for Capital Reduction

Next Fifteen Communications announced that the High Court of Justice of England and Wales has sanctioned the cancellation of its share premium account, a move known as Capital Reduction. This decision will increase the company’s distributable reserves by £192,654,000, without altering the total number of shares issued. The Capital Reduction is a strategic financial maneuver aimed at enhancing the company’s financial flexibility, potentially impacting its operational capabilities and market positioning.

The most recent analyst rating on (GB:NFG) stock is a Buy with a £660.00 price target. To see the full list of analyst forecasts on Next Fifteen Communications stock, see the GB:NFG Stock Forecast page.

Next 15 Group Announces Total Voting Rights Update

Next 15 Group plc has announced that as of July 31, 2025, its issued share capital consists of 100,924,813 ordinary shares, with no shares held in treasury. This information is crucial for shareholders to determine their notification obligations under the Financial Conduct Authority’s Disclosure and Transparency Rules.

The most recent analyst rating on (GB:NFG) stock is a Buy with a £660.00 price target. To see the full list of analyst forecasts on Next Fifteen Communications stock, see the GB:NFG Stock Forecast page.