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

Michael Field

Morningstar | GardaWorld Not the Only Game in Town; G4S Remains Undervalued

No-moat global security leader G4S has had a volatile few months. Investor sentiment cratered at the end of 2018 on the back of disappointing operational results. Speculation at the beginning of April about a potential takeover from Canadian peer GardaWorld sent the share price rocketing by more than a third. The subsequent update from GardaWorld at the beginning of May to confirm it would not be acquiring G4S caused a minor pullback, but all things considered, the share price has actually held up reasonably well. G4S appears committed to splitting off its cash business in an effort to realise...

Michael Field

GardaWorld Not the Only Game in Town; G4S Remains Undervalued

No-moat global security leader G4S has had a volatile few months. Investor sentiment cratered at the end of 2018 on the back of disappointing operational results. Speculation at the beginning of April about a potential takeover from Canadian peer GardaWorld sent the share price rocketing by more than a third. The subsequent update from GardaWorld at the beginning of May to confirm it would not be acquiring G4S caused a minor pullback, but all things considered, the share price has actually held ...

Michael Field

Morningstar | GardaWorld Not the Only Game in Town; G4S Remains Undervalued

No-moat global security leader G4S has had a volatile few months. Investor sentiment cratered at the end of 2018 on the back of disappointing operational results. Speculation at the beginning of April about a potential takeover from Canadian peer GardaWorld sent the share price rocketing by more than a third. The subsequent update from GardaWorld at the beginning of May to confirm it would not be acquiring G4S caused a minor pullback, but all things considered, the share price has actually held up reasonably well. G4S appears committed to splitting off its cash business in an effort to realise...

Michael Field

GardaWorld Not the Only Game in Town; G4S Remains Undervalued

No-moat global security leader G4S has had a volatile few months. Investor sentiment cratered at the end of 2018 on the back of disappointing operational results. Speculation at the beginning of April about a potential takeover from Canadian peer GardaWorld sent the share price rocketing by more than a third. The subsequent update from GardaWorld at the beginning of May to confirm it would not be acquiring G4S caused a minor pullback, but all things considered, the share price has actually held ...

Michael Field

Morningstar | GFS Updated Star Rating from 29 Apr 2019

G4S is the largest security provider in the world, with estimated share of around 12% in a highly fragmented market. Its primary business activities centre on providing manned and mobile guarding, security systems, and cash-management services. The company also provides outsourcing services for governments, such as back-office systems for police services, employment support services, and even the management of entire prisons.Having spent several years at the beginning of the decade overextending itself into areas removed from its core competencies, G4S is now focused on its primary businesses ...

Michael Field

Morningstar | We Trim Our G4S FVE but Still See Attractive Upside

G4S is the largest security provider in the world, with estimated share of around 12% in a highly fragmented market. Its primary business activities centre on providing manned and mobile guarding, security systems, and cash-management services. The company also provides outsourcing services for governments, such as back-office systems for police services, employment support services, and even the management of entire prisons.Having spent several years at the beginning of the decade overextending itself into areas removed from its core competencies, G4S is now focused on its primary businesses ...

Michael Field

We Trim Our G4S FVE but Still See Attractive Upside

No-moat G4S shares jumped 20% on the back of an approach from privately held Canadian peer Gardaworld. Gardaworld has not yet specified whether it will seek to acquire a part of or the whole business, and no price has been mentioned. The company now have until the May 8 to issue a full offer. In the meantime, we reiterate our GBX 337 fair value estimate for the stock. It’s unlikely from an antitrust perspective that Gardaworld could absorb the entire business without having to sell off large chu...

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...

For G4S PLC., the environment deterioration entails a downgrade to Neutral

G4S PLC. (GB), a company active in the Business Support Services industry, now shows a lower overall rating. The independent financial analyst theScreener just confirmed the fundamental rating of 2 stars out of 4, as well as the stock market behaviour of the title as moderately risky. However, environmental deterioration penalises the general evaluation, which is downgraded to Neutral. As of the analysis date May 14, 2019, the closing price was GBp 219.00 and its expected value was estimated at GBp 214.19.

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...

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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