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GB Group

November 2025

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

  • Epic Code:
  • GBG
  • Price:
  • 245.5p
GBG delivered H1 revenue of £135.5m, in line with expectations. Excluding the wind-down of its legacy Compliance platform, underlying growth was a robust 4%, and the group expects this to accelerate in H2, targeting full-year revenue in line with consensus (£284m), while maintaining stable margins. Americas Identity is expected to return to growth in H2, supported by the rollout of GBG Go. Separately, GBG announced a £7.9m bolt-on acquisition of DataTools, a leading address validation provider in Australia/New Zealand, which provides scale. DataTools delivered £2.4m revenue to June with strong margins and 90% recurring revenue, and is expected to be EPS accretive from day one.   Analyst forecasts reflect the positive moment ...

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With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

All material on this website is protected by copyright. You may use Information retrieved from the www.scsw.co.uk website for your own personal non-commercial use which means that you may not sell or copy this information to any third party without prior written consent. ISSN 1358-183X

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