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Next Fifteen Communications Group PLC (GB:NFG)
LSE:NFG
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Next Fifteen Communications (NFG) AI Stock Analysis

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GB

Next Fifteen Communications

(LSE:NFG)

Rating:68Neutral
Price Target:
293.00p
â–²(9.33%Upside)
Next Fifteen Communications shows a robust financial position with attractive valuation metrics, such as a low P/E ratio and high dividend yield, making it appealing to value and income investors. However, technical analysis indicates potential short-term price pressure, and corporate events highlight risks related to anticipated profit shortfalls and internal misconduct issues. These factors collectively result in a moderate overall score.
Positive Factors
Cost Savings
Changes made to the business are expected to deliver £40m of annualized savings, which indicates a strategic response to weaker trading.
Valuation
Next 15 shares trade at a 10-year low valuation, making it an attractive entry point for investors willing to look beyond short-term challenges.
Negative Factors
Earnings
The loss of this contract is a significant hit to earnings, having represented 12% of FY24 revenue and 17% of EBIT.

Next Fifteen Communications (NFG) vs. iShares MSCI United Kingdom ETF (EWC)

Next Fifteen Communications Business Overview & Revenue Model

Company DescriptionNext 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 MoneyNext Fifteen Communications makes money through its diverse portfolio of services provided to a wide range of clients across different industries. The company generates revenue primarily from service fees charged for its marketing and communication solutions, including public relations, digital marketing, and consultancy services. Additionally, Next Fifteen Communications benefits from its strategic partnerships and acquisitions, which help to expand its service offerings and client base, thus contributing to its earnings. The company's focus on innovation and technology-driven solutions also plays a significant role in maintaining competitive pricing and value-added services that attract and retain clients.

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
67
Positive
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
72
Positive
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
75
Positive
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.
BreakdownMar 2025Mar 2024Mar 2023Mar 2022Mar 2021
Income Statement
Total Revenue729.81M734.67M720.50M470.06M323.67M
Gross Profit123.74M577.84M146.73M74.40M49.35M
EBITDA104.12M147.21M50.51M-50.12M28.55M
Net Income39.47M52.91M1.62M-69.22M-4.94M
Balance Sheet
Total Assets604.96M591.62M594.43M444.76M321.65M
Cash, Cash Equivalents and Short-Term Investments89.43M42.87M47.32M58.22M26.83M
Total Debt150.96M77.66M63.02M55.46M55.58M
Total Liabilities423.77M435.40M480.03M383.30M204.77M
Stockholders Equity181.67M155.98M113.95M59.83M116.96M
Cash Flow
Free Cash Flow67.18M69.27M66.25M72.60M60.35M
Operating Cash Flow69.38M76.42M73.22M78.40M64.46M
Investing Cash Flow-12.89M-23.97M-67.58M-32.23M-27.82M
Financing Cash Flow-71.76M-55.08M-19.39M-14.79M-38.24M

Next Fifteen Communications Technical Analysis

Technical Analysis Sentiment
Positive
Last Price268.00
Price Trends
50DMA
267.74
Positive
100DMA
267.78
Positive
200DMA
318.69
Negative
Market Momentum
MACD
-0.13
Negative
RSI
52.54
Neutral
STOCH
77.21
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 268 is above the 20-day moving average (MA) of 257.53, above the 50-day MA of 267.74, and below the 200-day MA of 318.69, indicating a neutral trend. The MACD of -0.13 indicates Negative momentum. The RSI at 52.54 is Neutral, neither overbought nor oversold. The STOCH value of 77.21 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

Overall Rating
UnderperformOutperform
Sector (62)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
73
Outperform
£77.07M12.667.08%3.81%0.88%10.37%
GBNFG
68
Neutral
£274.52M6.8223.38%7.79%-0.66%-26.16%
GBSAA
67
Neutral
£233.93M18.3233.95%0.74%-12.89%―
62
Neutral
$40.93B-1.67-12.06%3.96%2.10%-69.66%
GBYOU
62
Neutral
£373.57M277.880.70%2.82%42.19%-94.16%
GBEBQ
55
Neutral
£32.50M―-9.50%―-4.28%12.79%
49
Neutral
£137.83M99.88-42.53%4.42%-16.14%-5856.63%
* Communication Services Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GB:NFG
Next Fifteen Communications
268.00
-530.19
-66.42%
GB:EBQ
Ebiquity
23.50
-15.00
-38.96%
GB:SAA
M&C Saatchi plc
190.50
-14.94
-7.27%
GB:YOU
Yougov plc
314.00
-150.52
-32.40%
GB:SFOR
S4 Capital Plc
22.65
-28.83
-56.00%
GB:PEBB
Pebble Group PLC
48.50
-5.57
-10.30%

Next Fifteen Communications Corporate Events

M&A TransactionsBusiness Operations and Strategy
Next 15 Group PLC Sells BYND Ltd to Qodea Ltd
Positive
Jul 15, 2025

Next 15 Group PLC has announced the disposal of its subsidiary, BYND Ltd, to Qodea Ltd as part of its strategy to simplify operations and focus on future growth. This move aligns with the company’s ongoing efforts to streamline its organization and is expected to benefit the Beyond team, reflecting a positive outcome for stakeholders.

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.

Business Operations and Strategy
Liontrust Increases Stake in Next Fifteen Communications
Neutral
Jul 14, 2025

Next Fifteen Communications Group, a UK-based company, has announced a change in its major holdings. Liontrust Investment Partners LLP has increased its voting rights in Next Fifteen Group PLC, crossing a significant threshold with a total of 11.7815% voting rights. This acquisition highlights Liontrust’s growing influence within the company, potentially impacting Next Fifteen’s strategic decisions and stakeholder interests.

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.

Business Operations and Strategy
Liontrust Adjusts Stake in Next Fifteen Group PLC
Neutral
Jul 10, 2025

Next Fifteen Communications, a UK-based company, has announced a significant change in its shareholding structure. Liontrust Investment Partners LLP has acquired or disposed of voting rights, resulting in a new total of 11.3546% of voting rights in Next Fifteen Group PLC, as of July 9, 2025. This change in holdings reflects a slight adjustment from the previous position, indicating a strategic move by Liontrust Asset Management Plc, which could influence the company’s future governance and decision-making processes.

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.

M&A TransactionsBusiness Operations and Strategy
Spreadex LTD Acquires Significant Stake in Next Fifteen Group
Neutral
Jul 7, 2025

Next Fifteen Communications, a UK-based company, has announced a change in its major holdings. Spreadex LTD, a regulated provider of spread betting and CFD trading, has acquired a 3.4185% voting rights position in Next Fifteen Group PLC through financial instruments. This acquisition indicates a shift in shareholder composition, potentially impacting the company’s strategic decisions 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.

Executive/Board ChangesBusiness Operations and Strategy
Next 15 Group Appoints Sam Knights as Director
Neutral
Jul 1, 2025

Next 15 Group plc has announced the appointment of Sam Knights as a Director, following his earlier appointment as CEO after Tim Dyson’s retirement. This leadership change is expected to influence the company’s strategic direction and operations, potentially impacting its market positioning and stakeholder relationships.

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.

Regulatory Filings and Compliance
Next 15 Group Announces Share Capital Details
Neutral
Jul 1, 2025

Next 15 Group plc, a communications company, announced that as of June 30, 2025, its issued share capital consists of 100,924,813 ordinary shares, with none held in treasury. This figure is relevant for shareholders to calculate their interests 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.

Business Operations and Strategy
Next Fifteen Communications Changes Nominated Adviser to Deutsche Bank
Neutral
Jun 30, 2025

Next Fifteen Communications, a company in the communications sector, has announced a change in its Nominated Adviser and Broker. Following the acquisition of Numis Securities Limited’s parent company by Deutsche Bank AG, Next Fifteen Communications has shifted its advisory and brokerage services to Deutsche Bank AG, London Branch. This strategic move is expected to align with the ongoing integration efforts and may influence the company’s 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.

Business Operations and Strategy
Next Fifteen Communications Sees Change in Major Holdings
Neutral
Jun 27, 2025

Next Fifteen Communications Group Plc, a communications company, has announced a change in its major holdings. Richard Griffiths and his controlled undertakings have acquired a significant portion of voting rights in the company, totaling 4.36%. This acquisition could potentially influence the company’s strategic decisions and impact its 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.

M&A TransactionsBusiness Operations and Strategy
Next Fifteen Explores Potential Brand Sales Amid Strategic Simplification
Neutral
Jun 27, 2025

Next Fifteen Communications has confirmed early-stage discussions regarding the potential sale of some of its brands, following media speculation. This move aligns with the company’s ongoing strategy to simplify and strengthen its operations, aiming to maximize shareholder value. However, there is no certainty that an agreement will be reached or the terms of any potential sale.

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.

Executive/Board ChangesShareholder MeetingsDividends
Next 15 Group plc Announces Successful AGM Outcomes
Neutral
Jun 26, 2025

Next 15 Group plc, a communications company, announced the results of its Annual General Meeting held on 26 June 2025. All resolutions, except one that was withdrawn, were passed by shareholders. The resolutions included the adoption of the Annual Report, approval of the Directors’ Remuneration Report, declaration of a final dividend, and the election and re-election of directors. Additionally, Deloitte LLP was re-appointed as the auditor, and the board was authorized to allot shares and disapply pre-emption rights.

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.

Business Operations and StrategyFinancial Disclosures
Next 15 Group Projects Revenue Alignment but Warns of Profit Shortfall
Negative
Jun 26, 2025

Next 15 Group plc reported that its revenue for the year is expected to align with market expectations, driven by strong performances from brands like Transform and SMG. However, the company anticipates its profit for FY26 to fall below expectations due to factors such as potential misconduct affecting Mach49, investments in new capabilities, and adverse currency movements. Despite these challenges, Next 15 is progressing with its simplification strategy and continues to invest in emerging technologies to better support its clients.

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.

Executive/Board ChangesShareholder MeetingsBusiness Operations and Strategy
Leadership Transition at Next Fifteen Communications: Sam Knights Appointed CEO
Neutral
Jun 26, 2025

Next Fifteen Communications Group plc has announced a significant leadership change, with Tim Dyson retiring as CEO after 33 years and Sam Knights stepping in as his successor. Knights, who has been instrumental in the rapid growth of Shopper Media Group, a subsidiary of Next 15, will work alongside Dyson during a transitional period. This change is part of the company’s strategic succession planning, and Knights is expected to leverage his expertise in data and AI to drive the company’s ambitions forward. The announcement also led to the withdrawal of a resolution at the company’s AGM related to Dyson’s re-election as a director.

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.

Executive/Board ChangesLegal Proceedings
Next 15 Uncovers Misconduct at Mach49, Halts Earnout Payments
Negative
Jun 25, 2025

Next 15 has discovered potential serious misconduct within Mach49, a company it acquired, leading to the termination of three senior managers. As a result, Next 15 will not proceed with further earnout payments to Mach49’s selling shareholder, and the situation is being reported to law enforcement agencies.

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.

Business Operations and Strategy
Liontrust Increases Stake in Next Fifteen Group
Neutral
Jun 19, 2025

Next Fifteen Communications, a UK-based company, has announced a change in its major holdings. Liontrust Investment Partners LLP has increased its voting rights in Next Fifteen Group PLC to 11.3546%, up from a previous position of 11.3546%. This acquisition or disposal of voting rights indicates a strategic move by Liontrust to strengthen its influence within the company, potentially impacting Next Fifteen’s future decisions 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.

Business Operations and StrategyRegulatory Filings and Compliance
Next Fifteen Communications Announces Change in Voting Rights
Neutral
Jun 16, 2025

Next Fifteen Communications, a UK-based company, has announced a change in its voting rights structure due to an acquisition or disposal by Liontrust Investment Partners LLP. As of June 12, 2025, Liontrust holds 11.3546% of the voting rights in Next Fifteen, a slight decrease from their previous position. This adjustment in holdings could influence the company’s decision-making processes and impact its strategic direction.

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.

Regulatory Filings and Compliance
Next 15 Group Announces Total Voting Rights Update
Neutral
Jun 2, 2025

Next 15 Group plc, a company listed on the London Stock Exchange, announced its total voting rights as of May 31, 2025. The company’s 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 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 £660.00 price target. To see the full list of analyst forecasts on Next Fifteen Communications stock, see the GB:NFG Stock Forecast page.

Executive/Board Changes
Next Fifteen Announces CFO Transition
Neutral
May 30, 2025

Next Fifteen Communications Group plc announced a change in its board of directors, with Peter Harris stepping down as Director and CFO effective May 30, 2025. Mickey Kalifa will succeed him as CFO and join the board starting June 1, 2025, marking a significant leadership transition aimed at strengthening the company’s financial management and strategic direction.

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.

Business Operations and StrategyRegulatory Filings and Compliance
Liontrust Increases Stake in Next Fifteen Communications
Neutral
May 15, 2025

Next Fifteen Communications Group plc, a UK-based company, has announced a change in its major holdings. Liontrust Investment Partners LLP has increased its voting rights in the company to 11.568%, crossing the previous threshold of 11.5681%. This acquisition of voting rights may have implications for the company’s governance and strategic direction.

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.

Shareholder MeetingsFinancial Disclosures
Next 15 Group Releases 2025 Annual Report and AGM Notice
Neutral
May 6, 2025

Next 15 Group plc, a company in the communications sector, has released its 2025 Annual Report and Accounts along with the Notice of its Annual General Meeting. These documents are now accessible on the company’s website. The AGM is scheduled to take place on June 26, 2025, in London, providing shareholders with an opportunity to engage with the company’s leadership and discuss its future direction.

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: Jul 16, 2025