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Softcat Community
LSE:SCT Community
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Softcat
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
Tech Competition And Cloud Shifts Will Erode Margins
Key Takeaways Increasing automation and direct vendor-customer engagement threaten Softcat's reseller model, compressing margins and diminishing its long-term earnings potential. Rising operational costs and intense competition risk further eroding Softcat's profitability as industry commoditization and regulatory challenges grow.
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UK£13.85
FV
17.4% overvalued
intrinsic discount
9.13%
Revenue growth p.a.
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4 days ago
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Softcat
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
AI And Cybersecurity Investments Will Improve Productivity And Deepen Customer Relationships
Key Takeaways Expansion in cybersecurity and data center services is expected to drive revenue growth, with emphasis on internally delivered services and technological advancements. Global expansion and strategic customer relationship initiatives aim to increase international market share and customer lifetime value.
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UK£17.65
FV
7.9% undervalued
intrinsic discount
12.30%
Revenue growth p.a.
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4 days ago
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Softcat
AN
AnalystHighTarget
Consensus Narrative from 12 Analysts
Cloud, AI And Cybersecurity Will Drive Recurring IT Contracts
Key Takeaways Strategic investments in cybersecurity, cloud, and automation are driving superior profit growth, recurring revenue expansion, and strong operational leverage. Deep vendor partnerships and a customer-centric approach position Softcat to gain market share and outpace competitors amid rising demand for advanced IT solutions.
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UK£21.35
FV
23.8% undervalued
intrinsic discount
17.47%
Revenue growth p.a.
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7 days ago
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Your Valuation for
SCT
SCT
Softcat
Your Fair Value
UK£
Current Price
UK£16.26
10.5% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
2b
2015
2018
2021
2024
2025
2027
2030
Revenue UK£1.8b
Earnings UK£214.5m
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