G4S is a security company that provides security and related services. Co.'s Secure Solutions products are comprised mainly of manned security and facilities management services, and its Cash Solutions products are comprised mainly of physical cash management services. Within the Secure Solutions services, Co. also provides: technology services, comprising the supply, installation and monitoring of alarm systems, and security and building systems technology; facilities management; and care and justice services. Within the Cash Solutions services, Co. also provides technology services to retailers, comprising hardware and software for customer cash management and related services.
  • TickerGFS
  • ISINGB00B01FLG62
  • ExchangeLondon Stock Exchange
  • SectorSupport Services
  • CountryUnited Kingdom

Analysts

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind each recommendation and reflect the fundamental and price data as of the last trading day of the week...

Michael Field

Prosegur Is Our Pick of the Security Sector; G4S and Securitas Currently Fairly Valued

We are initiating coverage on three names in the security services space: U.K.-listed G4S, Sweden-listed Securitas, and Spain-listed Prosegur. These names represent three of the five largest firms globally in the sector. While we believe both G4S and Securitas are currently fairly valued (fair value estimates of GBX 312 and EUR 142, respectively), narrow moat Prosegur is our pick of the sector with a fair value estimate of EUR 7.10, implying close to 30% upside from the prevailing share price. W...

Michael Field

Strong Revenue Growth in 1Q Secures Investor Confidence for G4S

No-moat G4S’ first-quarter trading update was broadly in line with our expectations for the full year, with strong average revenue growth in its continuing businesses of 8.9% year over year. As such, we do not expect to make any changes to our forecasts, nor to our GBX 312 fair value estimate, on the back of these results. We believe the shares are currently fairly valued. Geographically, the somewhat counterintuitive pattern of growth seen in 2016 continued into the new year, with flat revenue ...

Michael Field

G4S Transits Through First Half Solidly

No-moat G4S delivered first-half results bang in line with our expectations. While headline group revenue grew at 12.5% year over year, the businesses not earmarked for disposal grew at 6% over the period, at the top end of management’s guided 4-6% medium-term range. Meanwhile, earnings for the continuing businesses grew at 7.6% year over year. We do not expect to make any changes to our estimates or to our GBX 312 fair value estimate on the back of these results. Following the strong run in the...

7 directors bought/sold after exercising options

Seven Directors at G4S bought/sold after exercising options 191,717 shares at between 249p and 251p. The significance rating of the trade was 52/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under...

Michael Field

Prosegur Is Our Pick of the Security Sector; G4S and Securitas Currently Fairly Valued

We are initiating coverage on three names in the security services space: U.K.-listed G4S, Sweden-listed Securitas, and Spain-listed Prosegur. These names represent three of the five largest firms globally in the sector. While we believe both G4S and Securitas are currently fairly valued (fair value estimates of GBX 312 and EUR 142, respectively), narrow moat Prosegur is our pick of the sector with a fair value estimate of EUR 7.10, implying close to 30% upside from the prevailing share price. W...

Michael Field

Strong Revenue Growth in 1Q Secures Investor Confidence for G4S

No-moat G4S’ first-quarter trading update was broadly in line with our expectations for the full year, with strong average revenue growth in its continuing businesses of 8.9% year over year. As such, we do not expect to make any changes to our forecasts, nor to our GBX 312 fair value estimate, on the back of these results. We believe the shares are currently fairly valued. Geographically, the somewhat counterintuitive pattern of growth seen in 2016 continued into the new year, with flat revenue ...

Michael Field

G4S Transits Through First Half Solidly

No-moat G4S delivered first-half results bang in line with our expectations. While headline group revenue grew at 12.5% year over year, the businesses not earmarked for disposal grew at 6% over the period, at the top end of management’s guided 4-6% medium-term range. Meanwhile, earnings for the continuing businesses grew at 7.6% year over year. We do not expect to make any changes to our estimates or to our GBX 312 fair value estimate on the back of these results. Following the strong run in the...

Michael Field

Following the strong run in the shares, we believe G4S is currently fairly valued.

While we had hoped that this quarter would be the positive catalyst needed to close the gap between the current share price and our fair value estimate of GBX 312, Security leader G4S didn’t quite deliver the blowout set of full-year results necessary. The numbers were generally in line with our expectations but came in slightly below on a net income basis because of higher-than-expected interest and tax charges. However, we are still pleased with the structural progress the company has made ove...

Michael Field

Optically Bad, Fundamentally Good for G4S in 1Q

Best Idea G4S’ brief first-quarter update included a 2% organic revenue decline year over year as the company came up against tough comparables in the form of a large contract win in first-quarter 2017. However, new contract sales were strong over the period at GBP 500 million, relative to the GBP 1.4 billion achieved in the whole of 2017, which gives us some comfort for the firm's 2018 prospects. We will not be making any material changes to our estimates on the back of these results and believ...

7 directors bought/sold after exercising options

Seven Directors at G4S bought/sold after exercising options 191,717 shares at between 249p and 251p. The significance rating of the trade was 52/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under...

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind each recommendation and reflect the fundamental and price data as of the last trading day of the week...

G4S PLC. sees an upgrade to Slightly Positive due to a better fundamental star rating

The general evaluation of G4S PLC. (GB), a company active in the Business Support Services industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 4 out of 4 possible stars while its market behaviour can be considered as moderately risky. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Slightly Positive. As of the analysis date September 13, 2019, the closing price was GBp 199.90 and its potential was estimated at GBp 217.59.

Expert Corporate Governance Service (ECGS)

G4S - AGM 16 May 2019

Item 2: Approve the Remuneration Report The remuneration structure is more heavily weighted to long-term performance.  The executives requested to waive their bonus for the year given the failure to meet financial targets, even though personal performance would have entitled them to a partial payout.  The quantum for the year was moderate and incentive pay is not excessive by UK standards.  We recommend shareholders approve.

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