Stagwell Inc. · NASDAQ:STGW
Stagwell — Investor Presentation (July 2026)
24 slides from Stagwell's investor presentation, July 2026
Slide 1: Investor Presentation July 2026
Investor Presentation JULY | 2026
Slide 2: Disclaimer
DISCLAIMER This document contains forward-looking statements. within the meaning of Section 27A of the Securities Act of 1933, as amended (the “Securities Act”), and Section 21E of the Securities Exchange Act of 1934, as amended (the “Exchange Act”). The Company’s representatives may also make forwa
Slide 3: Stagwell at a Glance
at a Glance Mark Penn CHAIRMAN & CEO $2.9B $467M FY25 GAAP REVENUE FY25 NET NEW BUSINESS “ Stagwell is a holistic, technology-first enterprise services company, owing to $422M $187M its combination of ad agency creative and technology enterprise. FY25 ADJ. EBITDA FY25 FREE CASH FLOW We differentiate
Slide 4: From Zero to Market Hero
INTRODUCTION TO STAGWELL THE STAGWELL STORY Founded in late 2015 with a vision for a new digital-first From Zero to Market Hero marketing company, Stagwell has grown to become the first Marketing Services company in 40+ years to reach competitive scale Stagwell is driven by 2015 2017 2019 2021 TODAY
Slide 5: The Legacy Advertising Market Is Ripe For Disruption
STAGWELL OPPORTUNITY THE LEGACY ADVERTISING MARKET Is Ripe For Disruption ~ $64B $27B spent with the OTHERS Stagwell represent only ~2% $41B top 3 legacy holding companies1 of the global advertising and marketing services market $20B Ample room to continue ~ $159B $7B IBM iX taking market share $14B
Slide 6: Stagwell Is Uniquely Positioned To Deliver Outsized Growth
STAGWELL OPPORTUNITY STAGWELL IS UNIQUELY POSITIONED To Deliver Outsized Growth Industry Recognition Driving Increase in Opportunities & Size of Wins M&A Engine Growing Digital & Geographical Footprint Geographical Diversification Expanding Global Client Remit Digital Transformation Leading Growth D
Slide 7: Visionary Leadership From An Industry Veteran
STAGWELL OPPORTUNITY VISIONARY LEADERSHIP From An Industry Veteran Mark Penn CHAIRMAN & CEO Steve Ballmer A Record of Vision FORMER CEO, MICROSOFT FIRST INVESTOR, STAGWELL & Accomplishment In 2015, Mark believed that the marketing industry was ripe “I have known Mark for many, many years. for disrup
Slide 8: Experienced Leadership Team With A Proven Record Of Success
STAGWELL OPPORTUNITY EXPERIENCED LEADERSHIP TEAM With A Proven Record Of Success FOUNDER & POLLSTER Founded Penn and Schoen in 1975 with his Harvard roommate Doug Schoen GROWER Under Penn’s leadership, firm expanded to 200+ people with offices around the world. Mark Penn ADVISOR Served key corporate
Slide 9: Integrated Platform For The Modern Marketer
STAGWELL TODAY INTEGRATED PLATFORM 4% For The Modern Marketer 1 The Marketing Cloud 15% SaaS & DaaS Tools for the Modern Marketer 2 Digital Transformation 25% Building & Designing Digital Platforms & Technology 3 Media & Commerce Delivering Data-Driven Outcomes for Brand Performance 16% 4 Communicat
Slide 10: Blue-Chip Customer Base: Demonstrated Ability To Land & Expand
STAGWELL TODAY BLUE-CHIP CUSTOMER BASE Demonstrated Ability To Land & Expand GROWTH IN AVERAGE 20% RELATIONSHIP $700M+ TOP 25 CUSTOMERS3 REVENUE FROM TOP 25 CUSTOMERS1 AVERAGE SIZE $28M+ OF TOP 25 CUSTOMERS 4K+ BLUE CHIP CUSTOMERS 1 FY25 net revenue from 25 largest customers by 2025 net revenue 2 Cl
Slide 11: Strategic Value-Added Investment Platform
STAGWELL TODAY STRATEGIC THE VALUE-ADDED PLATFORM Investment Platform Global Media Affiliate Client Marketing Network Reach Services Unified & engaged corporate team delivering value-added $ Growth shared services driving both Central M&A Innovation Group Investment revenue & cost synergies Incentiv
Slide 12: Driving Significant Growth In Opportunities & Wins
STAGWELL GROWTH ACCELERATORS INCREASING INDUSTRY RECOGNITION Driving Significant Growth In Opportunities & Wins 40+ $486M TRAILING TWELVE MONTH “Stagwell’s Sport Beach was NET NEW BUSINESS1 the highlight of the festival” A-LIST ATHLETES 85% INCREASE IN NUMBER OF WINS2 “Sport Beach was a masterclass
Slide 13: Systematically Expanding Our Digital & Global Footprint
STAGWELL GROWTH ACCELERATORS ACQUISITION STRATEGY Systematically Expanding Our Digital & Global Footprint INCREASING OUR GROWING OUR REVENUE FROM DIGITAL REVENUE MIX OUTSIDE OF NORTH AMERICA 57% 65% 20% 40% FOCUS Digital Transformation: Platform design, Increasing our global footprint AREAS optimiza
Slide 14: Digital Transformation: Leading Growth Driven By Emerging Tech
STAGWELL GROWTH ACCELERATORS DIGITAL TRANSFORMATION Leading Growth Driven By Emerging Tech EXPERIENCE Emerging technologies, like AI and AR, are driving monumental CHANGE shifts in the way consumers interact with the world around them. THIS REQUIRES TECHNOLOGY & The C-Suite are focused on accelerati
Slide 15: The Marketing Cloud: SaaS & DaaS Tools For The In-House Marketer
STAGWELL GROWTH ACCELERATORS THE MARKETING CLOUD SaaS & DaaS Tools For The In-House Marketer Building complementary software solutions leveraging the domain $106M expertise and distribution channels already in place at Stagwell NET REVENUE from Group in FY25 DIGITAL SERVICES TECHNOLOGY 230% Y/Y GROW
Slide 16: Product Incubation Playbook
STAGWELL GROWTH ACCELERATORS THE MARKETING CLOUD GROUP Product Incubation Playbook WE BUILD We've developed a proven strategy to develop and incubate new technologies, making informed product roadmap decisions based off agency clients while ADVANCED leveraging our world-class tech team Faster Shared
Slide 17: The Machine: Agentic Operating System
STAGWELL GROWTH ACCELERATORS THE MACHINE Agentic Operating System The Machine is an agentic marketing orchestration and operating system that unifies people, tools, and data to create breakthrough work – intelligently. WHAT IT DOES Turns fragmented workflows into one connected system that learns & i
Slide 18: SATS: In Partnership with Palantir
STAGWELL GROWTH ACCELERATORS SATS In Partnership with Palantir Stagwell’s Agentic Targeting System - Tools for scalable, data-driven marketing, built in partnership with Palantir. WHAT IT DOES Brings together the full power of data and AI to increase marketing ROI. WHY IT MATTERS • Data to Strategy:
Slide 19: Financial Model: Adding It All Up
STAGWELL FINANCIAL MODEL ADDING Potential Equation for Success* ($M) It All Up ~12% Total Revenue CAGR driven by: Marketing Services (~5%) Media & Commerce (~10%) OPPORTUNITY Digital Transformation (~15%) TO GROW TO Communications (~10%) $5 BILLION The Marketing Cloud (~25%) M&A Growth (~$100M annua
Slide 20: Stagwell Is Under-Appreciated
STAGWELL is UNDER- APPRECIATED Industry-leading Stock price doesn’t reflect NET REVENUE GROWTH how Stagwell is disrupting marketing landscape Best-in-Class ADJ. EBITDA MARGIN UNDER-VALUED Efficient CONVERSION OF EBITDA TO FCF On Virtually All Metrics (P/S, EV/EBITDA, P/E) Sustainable LEVERAGE POSITI
Slide 21: Appendix
= me SL ASWELL Appendix
Slide 22: GAAP Consolidated Operating Performance
GAAP CONSOLIDATED OPERATING PERFORMANCE Twelve Months Ended Dec 31, $ and Shares in Thousands 2025 2024 Revenue $ 2,909,000 $ 2,841,216 Cost of services 1,845,958 1,842,978 Office & general expenses 732,326 711,803 Depreciation & amortization 171,249 151,652 Impairment & other losses 466 1,715 Total
Slide 23: Capital Structure
CAPITAL STRUCTURE Net Debt & Debt-Like ($M, as of 03/31/2026) Share Count4 (Thousands, as of 4/22/2026) Revolving Credit Facility $ 350 Class A 247,854 Bonds 1,100 NCI 18 DAC1 50 Share-based awards 9,373 RNCI2 24 DILUTED 257,227 Less: Investments3 (21) Less: Cash (115) TOTAL NET DEBT & DEBT-LIKE $ 1
Slide 24: Thank You
= me SL ASWELL Thank You