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This glamorous small cap is sparkling again

This advertising agency is shrugging off the problems of its past
This glamorous small cap is sparkling again Published on October 31, 2024

Advertising agency M&C Saatchi (SAA) claims to possess a “brutal simplicity of thought”. This is a positive, it argues, because simple ideas “enter the brain quicker and stay there longer”. Unfortunately, it has long failed to apply this clear-eyed wisdom to its own business model.

The group is teeming with subsidiaries, which have bred inefficiency and confusion over the years. Under a new management team, however, M&C Saatchi is starting to look increasingly attractive. Past scandals and constraints on shareholder returns are retreating over the horizon, while demand is improving, margins are widening and cash flow is preparing to rebound. 

Tip style
Growth
Risk rating
Medium
Timescale
Medium Term
Bull points
  • Rapid margin expansion
  • Improving cash flow
  • Increasing diversification
  • Improving market backdrop
Bear points
  • Client caution 
  • AI threat to agency model

The agency was founded by brothers Maurice and Charles Saatchi in 1995. It quickly went on to win contracts with British Airways and Qantas, and was named the “fastest growing start-up in history” by the Financial Times. Its rapid expansion came at a cost, however.

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