Saga Communications, Inc.
$9.34
+0.43%Saga Communications, Inc., a broadcast company, acquires, develops, and operates broadcast properties in the United States. The company's radio stations employ various programming formats, including classic hits, adult hits, top 40, country, country legends, mainstream/hot/soft adult contemporary, pure oldies, classic rock, and news/talk. As of February 28, 2022, it owned seventy-nine FM, thirty- four AM radio stations, and seventy-nine metro signals serving twenty-seven markets. The company was founded in 1986 and is headquartered in Grosse Pointe Farms, Michigan.
At a Glance
Live SnapshotIntrinsic Alpha Methodology
Thesis Lenses
Signal
Medium confidenceValuation multiple is compressed (P/E -7.3).
Valuation inputs: P/E -7.3, earnings yield N/A, momentum +0.4%.
If multiples stay elevated while momentum fades, downside repricing risk rises.
Driver
High confidenceReturn profile is soft (ROE -5.2%, ROIC -0.9%).
Profitability stack: net margin -7.4%, ROE -5.2%, ROIC -0.9%.
Quality deterioration often appears in margins before it shows up in headline EPS.
Risk
High confidenceRisk profile is balanced but has notable pressure points to monitor.
Risk factors: liabilities/assets +24.8%, momentum +0.4%, net margin -7.4%.
Higher leverage with weak momentum and thin margins can amplify drawdown severity.
Saga Communications, Inc. Market vs Earnings Trajectory
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Saga Communications, Inc. Fair Value Envelope
Saga Communications, Inc. Profit Bridge
Profitability Analysis
Gross Margin
Thin margins leave little room for error. Cost management and pricing strategy are critical.
Operating Margin
Operating losses indicate the core business is unprofitable. Requires restructuring or revenue growth.
Net Profit Margin
Net losses indicate the company is burning cash. Sustainability depends on path to profitability.
Saga Communications, Inc. Cash Conversion Engine
Cash Flow Quality Analysis
FCF Conversion Rate
Negative free cash flow despite positive earnings raises concerns about cash generation ability or heavy capital requirements.
CapEx Intensity
Capital-intensive operations require significant reinvestment. Monitor whether CapEx is maintenance or growth-oriented.
FCF Growth Trend
Significant FCF decline raises concerns. Urgent review needed of operational performance and capital allocation.
Working Capital Impact
Working capital inflow boosted cash flow. Efficient management of receivables, inventory, and payables contributing positively.
Cash Flow Quality Insight
Deteriorating cash generation: Both declining FCF and weak conversion rate signal fundamental challenges. Investigate margin pressure, rising costs, or working capital issues.
Saga Communications, Inc. Funding & Solvency Profile
Financial Health Analysis
Working Capital
Strong working capital position provides significant operational flexibility and financial cushion.
Asset Composition
Saga Communications, Inc. Street Expectations Map
No Target Data
No analyst price targets available for sga.
Saga Communications, Inc. Insider Positioning
During the last 12 months, insiders have sold $738K worth of SGA shares, with no buying activity reported.
3 Months
0
0.00
0
0.00
+0
+$0
3-6 Months
0
0.00
5.7K
68.35K
-68K
-$68K
6-9 Months
0
0.00
9.3K
115.77K
-116K
-$116K
9-12 Months
0
0.00
42.3K
554.35K
-554K
-$554K
Top Buyers
No buying activity
Top Sellers
Edward K. Christian Trust
10 Percent Owner
$719K
Forgy Christopher
Director, Officer: President & Ceo
$9K
Bobinski Catherine A
Officer: Svp, Chief Accounting Officer
$7K
Leland Wayne
Officer: Chief Operating Officer
$3K
Insider Activity Analysis
Net Insider Sentiment
Strong bearish signal with $738K net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.
Buy/Sell Ratio
Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.
Insider Participation
4 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.
sga Dividend History
Learning Layer
Related Guides
Build conviction on SGA by pairing this stock hub with focused valuation guides.
Research Paths
Snapshot
Start with context, operating signals, and key market metrics.
Value Model
Stress test fair value across bear, base, and bull assumptions.
Statements
Validate revenue quality, margins, and balance sheet durability.
Earnings Call
Read management commentary and compare it with reported outcomes.
Dividends
Check payout sustainability and long-term distribution behavior.
Analyst Expectations
Review consensus spread and where estimate risk is concentrated.