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SGSGHC

Super Group (SGHC) Limited

$SGHC·$6.6B·Gambling, Resorts & Casinos·Consumer Cyclical
$13.82-0.1%YTD+15.1%1Y+15.6%
Mentions · last 7 days
2026-08-19: 0 posts2026-08-20: 1 posts2026-08-21: 1 posts2026-08-22: 0 posts2026-08-23: 0 posts7-36%
Price updated 21h ago·X counts updated 6d ago
SGSGHC
$SGHCSuper Group (SGHC) Limited
$13.82-0.07%7 posts-36%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $SGHC, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersCooling offAI verdict · as of 2026-08-28

Catching its breath after a run — could pick back up or fade from here.

Betway and Spin generating 35% ROIC, but growth slowed from 64% to 8% and insiders sold into the beat.

Super Group is up about 14% over twelve months on a business with genuinely strong economics: ROIC of 35%, ROE of 32%, operating margin near 20%, and debt-to-equity of just 0.14. Online sports betting and casino, operated through the Betway and Spin brands across Africa, Asia-Pacific, Europe and the Americas, converts marketing spend into recurring player revenue when it works.

The deceleration is the issue. Revenue growth ran 64%, 24%, 35% and then 8% year over year across four quarters — a sharp step down — and the last three earnings reports each missed consensus slightly after a 36% beat a year ago. Consensus models revenue from $2.27 billion in 2026 to $2.45 billion in 2027, roughly 8%, so analysts have marked expectations to the slower rate.

The insider activity around the Q2 report is notable and was covered in the press at the time. On July 31, following a beat-and-raise, CEO Neal Menashe exercised options and sold roughly $677,000, CFO-level executive Alinda Van Wyk sold $316,000, and officer Kirsty Ross sold $762,000 — coordinated exercise-and-sell across the leadership team into strength, after which the shares fell 6%.

Two 13D amendments in August disclose a 234.6 million share position — including Pale Fire Capital — held with shared voting and dispositive power. That is a very large concentrated holding.

Gambling regulation across multiple jurisdictions is the standing structural risk. There is no X sentiment data.

Differs from X sentimentNo X sentiment data is available for this ticker. The read comes from growth decelerating from 64% to 8%, three consecutive small misses, and the coordinated insider selling into the Q2 beat.

What to watch: Whether revenue growth stabilizes near 8% or keeps decelerating, and any regulatory change in the African and Asia-Pacific markets. November 2 earnings against a $0.21 estimate.

On the calendar: Q3 earnings, 2026-11-02

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Read the AI verdict + X sentiment for $SGHC

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Operates Betway online sports betting and Spin online casino across regulated international markets.

Industry overviewAI analysisGenerated by AI from underlying data

Where Gambling, Resorts & Casinos sits in its cycle right now — and what that implies for $SGHC.

Gambling, Resorts & Casinos · Consumer Cyclical

No material change from last week — DraftKings' super app pivot and World Cup gambling activity signal OSB market maturation.

What this means for $SGHC

Neutral — Operates Betway online sports betting and Spin online casino across regulated international markets; limited read-through from gambling, resorts & casinos macro dynamics to this specific revenue mix.

Top industry ETF

$BJKVanEck Gaming ETF
-6.5%YTD
-4.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
26.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
35.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
20.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-0.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
31.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
28.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 4, 2026$0.22$0.23-5.9%
Q1 2026May 11, 2026$0.17$0.17-2.1%
Q4 2025Feb 23, 2026$0.13$0.14-6.8%
Q3 2025Nov 3, 2025$0.19$0.14+35.7%
Next earningsMon, Nov 2·consensus EPS $0.21

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$612.0M+8.0%27.8%19.9%$0.17$89.0M
Q4 FY25$578.0M+34.7%24.2%17.3%$0.13$0
Q3 FY25$555.7M+23.5%33.4%25.3%$0.19$0
Q2 FY25$681.7M+64.4%29.2%18.0%$-0.01$-122.3M

Forward consensus

5-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.3B$2.2B – $2.3B$0.75$0.73 – $0.775
FY27$2.4B$2.4B – $2.5B$0.87$0.84 – $0.895
FY28$2.6B$2.5B – $2.7B$0.97$0.82 – $1.094
FY29$3.0B$2.9B – $3.0B$1.13$1.09 – $1.153
FY30$3.2B$3.1B – $3.3B$1.24$1.20 – $1.273

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.72%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-1.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+14.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 163.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.095-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 31Van Wyk AlindaCFO22.6K sh$316KSellJul 31Neal MenasheCEO48.4K sh$677KSellJul 31Ross Kirsty FarrahCOO54.6K sh$762KSellJul 31Martine NathanGeneral Counsel4.0K sh$56KSellJun 30Ben David AlonCTO8 sh$107SellJun 2Ross Kirsty FarrahCOO25.4K sh$330KSellMay 19Van Wyk AlindaCFO78.8K sh$1.1MSellMay 15Ross Kirsty FarrahCOO44.6K sh$582KSellApr 8Martine NathanGeneral Counsel4.8K sh$51KSellApr 8Neal MenasheCEO78.5K sh$841K
1–10 of 12
+ 10 other (9 exempts · 1 award) in window

See when $SGHC insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

SC 13D/AActivist amendmentAug 11SC 13D/A
AI summary

An entity registered in the Isle of Man filed an SC 13D/A for Super Group SGHC Ltd. (SGHC), disclosing 234,553,471 shares beneficially owned with 226,855,242 under shared voting power and 234,553,471 under shared dispositive power. This appears to be an affiliate or related party to the Pale Fire Capital filing also in this batch.

SC 13D/AActivist amendmentAug 11SC 13D/A
AI summary

Pale Fire Capital investicni spolecnost a.s. (Czech Republic) filed an SC 13D/A for Super Group SGHC Ltd. (SGHC), disclosing 234,553,471 shares beneficially owned. The reporting person has 0 sole voting power, 226,855,242 shared voting power, 0 sole dispositive power, and 234,553,471 shared dispositive power. This represents a significant stake in the online gaming company.

3New insider — initial holdingsMar 303
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for SGHC on 2026-03-30, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMar 303
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for SGHC on 2026-03-30, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMar 183
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for SGHC on 2026-03-18, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMar 183
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for SGHC on 2026-03-18, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMar 183
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for SGHC on 2026-03-18, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMar 183
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for SGHC on 2026-03-18, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

+ 14 other (6 6-Ks · 5 3s · 1 13G · 1 6-K/A) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Contrasting Aramark (NYSE:ARMK) and Super Group (SGHC) (NYSE:SGHC)defenseworld.net·3d agoSuper Group Q2: An Expected Beat-And-Raise Reportseekingalpha.com·21d agoSuper Group (SGHC) Q2 Earnings Call Highlightsmarketbeat.com·21d agoHere's How to Read Super Group Insider Moves as Shares Slipped 6% After Earningsfool.com·24d agoHere's How to Read Super Group Insider Sales After the Firm Beat and Raised Guidancefool.com·24d ago

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Voices on X · last 7 days

No standout posts about $SGHC on X in the last 7 days.

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