Bekanntmachung • 20h
Cancom SE, Annual General Meeting, Jun 17, 2026 Cancom SE, Annual General Meeting, Jun 17, 2026, at 11:00 W. Europe Standard Time. Bekanntmachung • Mar 31
Cancom SE announces Annual dividend, payable on June 22, 2026 Cancom SE announced Annual dividend of EUR 1.0000 per share payable on June 22, 2026, ex-date on June 18, 2026 and record date on June 19, 2026. Bekanntmachung • May 12
Cancom SE, Annual General Meeting, Jun 24, 2025 Cancom SE, Annual General Meeting, Jun 24, 2025, at 11:00 W. Europe Standard Time. Bekanntmachung • Apr 01
Cancom SE announces Annual dividend, payable on June 27, 2025 Cancom SE announced Annual dividend of EUR 1.0000 per share payable on June 27, 2025, ex-date on June 25, 2025 and record date on June 26, 2025. Price Target Changed • Nov 14
Price target decreased by 11% to €28.94 Down from €32.59, the current price target is an average from 8 analysts. New target price is 21% above last closing price of €23.86. Stock is down 14% over the past year. The company is forecast to post earnings per share of €1.03 for next year compared to €1.03 last year. Reported Earnings • Nov 14
Third quarter 2024 earnings: EPS and revenues exceed analyst expectations Third quarter 2024 results: EPS: €0.28. Revenue: €424.6m (up 1.9% from 3Q 2023). Net income: €9.26m (down 12% from 3Q 2023). Profit margin: 2.2% (down from 2.5% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.3%. Earnings per share (EPS) also surpassed analyst estimates by 40%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the IT industry in Germany. Reported Earnings • Aug 15
Second quarter 2024 earnings: EPS and revenues miss analyst expectations Second quarter 2024 results: EPS: €0.20 (up from €0.095 in 2Q 2023). Revenue: €397.5m (up 21% from 2Q 2023). Net income: €7.08m (up 105% from 2Q 2023). Profit margin: 1.8% (up from 1.0% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) also missed analyst estimates by 13%. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has fallen by 19% per year, which means it is performing significantly worse than earnings. Upcoming Dividend • May 30
Upcoming dividend of €1.00 per share Eligible shareholders must have bought the stock before 06 June 2024. Payment date: 10 June 2024. Payout ratio is on the higher end at 97%, however this is supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (2.2%). Reported Earnings • May 16
First quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behind First quarter 2024 results: EPS: €0.29 (up from €0.28 in 1Q 2023). Revenue: €442.9m (up 39% from 1Q 2023). Net income: €10.2m (up 1.0% from 1Q 2023). Profit margin: 2.3% (down from 3.2% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 7.7%. Earnings per share (EPS) missed analyst estimates by 31%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has fallen by 11% per year whereas the company’s share price has fallen by 13% per year. Bekanntmachung • May 08
Cancom SE, Annual General Meeting, Jun 05, 2024 Cancom SE, Annual General Meeting, Jun 05, 2024. Reported Earnings • Mar 30
Full year 2023 earnings: EPS exceeds analyst expectations Full year 2023 results: EPS: €1.03 (up from €0.90 in FY 2022). Revenue: €1.54b (up 19% from FY 2022). Net income: €37.9m (up 17% from FY 2022). Profit margin: 2.5% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.2%. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings. Bekanntmachung • Dec 13
CANCOM SE Approves Supervisory Board Changes At its meeting held on 12 December 2023, the Supervisory Board of CANCOM SE reorganised the responsibilities on the Board. Klaus Weinmann, who was appointed to the Supervisory Board by court order on 25 October 2023, was elected Chairman of the Supervisory Board at today's meeting. The previous Chairman, Mr. Stefan Kober, remains on the Supervisory Board as Deputy Chairman. In this role, he replaces Dr. Lothar Koniarski, who will step down at his own request on 31 December 2023. The Supervisory Board also intends to have Dr. Ilias Läber, Chief Executive Officer at Spectrum Value Management, appointed by the court as the sixth member of the Supervisory Board in the near future until the 2024 Annual General Meeting. Former Executive Board member Klaus Weinmann becomes Chairman of the Supervisory Board. As one of the founders of CANCOM in 1992, Klaus Weinmann played a key role in shaping the company's development. During his time as CEO until 30 September 2018, the CANCOM Group grew dynamically. The Executive Board and Supervisory Board would like to thank Dr. Koniarski in particular for his trustworthy and constructive work on the Supervisory Board of CANCOM SE over the past ten years. In addition, the Supervisory Board and the Executive Board wish the new Chairman of the Supervisory Board, Klaus Weinmann, a good start and thank Stefan Kober for his work as Chairman of the Supervisory Board. Bekanntmachung • Nov 29
Cancom SE (XTRA:COK) agreed to acquire IT Consulting and Services business of DextraData GmbH. Cancom SE (XTRA:COK) agreed to acquire IT Consulting and Services business of DextraData GmbH on November 27, 2023.The transaction is subject to the customary conditions precedent and antitrust approval. The transaction is expected to be completed at the beginning of January 2024. Reported Earnings • Nov 10
Third quarter 2023 earnings released: EPS: €0.27 (vs €0.27 in 3Q 2022) Third quarter 2023 results: EPS: €0.27 (up from €0.27 in 3Q 2022). Revenue: €421.1m (up 27% from 3Q 2022). Net income: €10.5m (up 12% from 3Q 2022). Profit margin: 2.5% (down from 2.8% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings. Reported Earnings • Aug 13
Second quarter 2023 earnings released: EPS: €0.095 (vs €0.26 in 2Q 2022) Second quarter 2023 results: EPS: €0.095 (down from €0.26 in 2Q 2022). Revenue: €331.9m (up 10% from 2Q 2022). Net income: €3.45m (down 63% from 2Q 2022). Profit margin: 1.0% (down from 3.1% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings. Bekanntmachung • Jun 17
Cancom SE Confirms Swantje Schulze as Member of Supervisory Board Cancom SE at its Annual General Meeting held on 14 June 2023, confirmed Dr. Swantje Schulze as a member of the Supervisory Board. Bekanntmachung • Jun 16
Cancom SE Approves Dividend Cancom SE at its AGM held on June 14, 2023, approved dividend proposal of €1.00 per dividend-bearing share. Upcoming Dividend • Jun 08
Upcoming dividend of €1.00 per share at 3.7% yield Eligible shareholders must have bought the stock before 15 June 2023. Payment date: 19 June 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.7%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (2.3%). Bekanntmachung • May 26
Cancom SE Updates Financial Forecast for the Financial Year 2023 Cancom SE updated financial forecast for the financial year 2023. For the period, the company expected Revenue of €1,630 - 1,700 million (previously €1,320 - 1,390 million). Bekanntmachung • May 10
Cancom SE to Report Q1, 2023 Results on May 11, 2023 Cancom SE announced that they will report Q1, 2023 results on May 11, 2023 Valuation Update With 7 Day Price Move • Jan 14
Investor sentiment improved over the past week After last week's 15% share price gain to €34.34, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 18x in the IT industry in Germany. Total loss to shareholders of 31% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €22.77 per share. Bekanntmachung • Jan 04
Cancom SE (XTRA:COK) signed an agreement to acquire Nwc Services Gmbh. Cancom SE (XTRA:COK) signed an agreement to acquire Nwc Services Gmbh on January 3, 2022. NWC Services generated around €5 million of revenue in the 2021 financial year. Reported Earnings • Nov 16
Third quarter 2022 earnings released: EPS: €0.27 (vs €0.29 in 3Q 2021) Third quarter 2022 results: EPS: €0.27 (down from €0.29 in 3Q 2021). Revenue: €335.8m (up 11% from 3Q 2021). Net income: €9.40m (down 15% from 3Q 2021). Profit margin: 2.8% (down from 3.6% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings. Reported Earnings • Nov 12
Third quarter 2022 earnings released: EPS: €0.27 (vs €0.29 in 3Q 2021) Third quarter 2022 results: EPS: €0.27 (down from €0.29 in 3Q 2021). Revenue: €335.8m (up 11% from 3Q 2021). Net income: €9.40m (down 15% from 3Q 2021). Profit margin: 2.8% (down from 3.6% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings. Price Target Changed • Nov 11
Price target decreased to €42.78 Down from €46.00, the current price target is an average from 9 analysts. New target price is 58% above last closing price of €27.04. Stock is down 56% over the past year. The company is forecast to post earnings per share of €1.36 for next year compared to €1.17 last year. Price Target Changed • Oct 22
Price target decreased to €46.00 Down from €49.78, the current price target is an average from 9 analysts. New target price is 78% above last closing price of €25.82. Stock is down 55% over the past year. The company is forecast to post earnings per share of €1.46 for next year compared to €1.17 last year. Price Target Changed • Aug 17
Price target decreased to €51.22 Down from €55.67, the current price target is an average from 9 analysts. New target price is 54% above last closing price of €33.16. Stock is down 37% over the past year. The company is forecast to post earnings per share of €1.50 for next year compared to €1.17 last year. Reported Earnings • Aug 16
Second quarter 2022 earnings released: EPS: €0.26 (vs €0.29 in 2Q 2021) Second quarter 2022 results: EPS: €0.26 (down from €0.29 in 2Q 2021). Revenue: €300.6m (down 1.5% from 2Q 2021). Net income: €9.22m (down 18% from 2Q 2021). Profit margin: 3.1% (down from 3.7% in 2Q 2021). Over the next year, revenue is forecast to grow 12%, compared to a 15% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings. Upcoming Dividend • Jun 22
Upcoming dividend of €1.00 per share Eligible shareholders must have bought the stock before 29 June 2022. Payment date: 01 July 2022. Payout ratio is on the higher end at 82% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (4.4%). Higher than average of industry peers (1.6%). Reported Earnings • May 14
First quarter 2022 earnings: EPS misses analyst expectations First quarter 2022 results: EPS: €0.30 (up from €0.26 in 1Q 2021). Revenue: €307.2m (down 18% from 1Q 2021). Net income: €11.3m (up 12% from 1Q 2021). Profit margin: 3.7% (up from 2.7% in 1Q 2021). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 10%, compared to a 19% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings. Price Target Changed • May 09
Price target decreased to €64.00 Down from €69.61, the current price target is an average from 9 analysts. New target price is 81% above last closing price of €35.42. Stock is down 29% over the past year. The company is forecast to post earnings per share of €1.49 for next year compared to €1.17 last year. Buying Opportunity • Apr 23
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 13%. The fair value is estimated to be €60.65, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years. Earnings per share has grown by 9.6%. For the next 3 years, revenue is forecast to grow by 6.8% per annum. Earnings is also forecast to grow by 18% per annum over the same time period. Reported Earnings • Apr 01
Full year 2021 earnings: EPS misses analyst expectations Full year 2021 results: EPS: €1.17 (down from €1.60 in FY 2020). Revenue: €1.32b (down 20% from FY 2020). Net income: €44.8m (down 27% from FY 2020). Profit margin: 3.4% (down from 3.7% in FY 2020). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 9.5%, compared to a 18% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 10% per year. Price Target Changed • Nov 30
Price target increased to €68.71 Up from €64.14, the current price target is an average from 5 analysts. New target price is 10% above last closing price of €62.26. Stock is up 39% over the past year. The company is forecast to post earnings per share of €7.07 for next year compared to €1.60 last year. Price Target Changed • Nov 22
Price target increased to €67.71 Up from €62.25, the current price target is an average from 5 analysts. New target price is 7.4% above last closing price of €63.06. Stock is up 43% over the past year. The company is forecast to post earnings per share of €7.07 for next year compared to €1.60 last year. Reported Earnings • Nov 12
Third quarter 2021 earnings released: EPS €0.29 (vs €0.65 in 3Q 2020) The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €305.3m (down 23% from 3Q 2020). Net income: €11.0m (down 56% from 3Q 2020). Profit margin: 3.6% (down from 6.3% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Aug 18
Second quarter 2021 earnings released: EPS €0.31 (vs €0.20 in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €344.0m (up 18% from 2Q 2020). Net income: €12.0m (up 56% from 2Q 2020). Profit margin: 3.5% (up from 2.6% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 9% per year. Upcoming Dividend • Jun 23
Upcoming dividend of €0.75 per share Eligible shareholders must have bought the stock before 30 June 2021. Payment date: 02 July 2021. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (3.1%). Higher than average of industry peers (1.2%). Reported Earnings • May 17
First quarter 2021 earnings released: EPS €0.26 (vs €0.23 in 1Q 2020) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €374.2m (up 7.9% from 1Q 2020). Net income: €10.1m (up 16% from 1Q 2020). Profit margin: 2.7% (up from 2.5% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has remained flat. Is New 90 Day High Low • Feb 16
New 90-day high: €56.40 The company is up 27% from its price of €44.56 on 18 November 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €42.68 per share. Price Target Changed • Feb 08
Price target raised to €59.43 Up from €52.29, the current price target is an average from 7 analysts. The new target price is 9.1% above the current share price of €54.45. As of last close, the stock is up 0.9% over the past year. Is New 90 Day High Low • Jan 21
New 90-day high: €47.64 The company is up 19% from its price of €40.16 on 23 October 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €51.98 per share. Is New 90 Day High Low • Jan 06
New 90-day high: €47.40 The company is up 7.0% from its price of €44.12 on 08 October 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the IT industry, which is down 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €50.23 per share. Price Target Changed • Nov 13
Price target lowered to €51.13 Down from €55.25, the current price target is an average from 7 analysts. The new target price is 19% above the current share price of €43.14. As of last close, the stock is down 19% over the past year. Reported Earnings • Nov 13
Third quarter 2020 earnings released: EPS €0.65 The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: €396.9m (up 3.0% from 3Q 2019). Net income: €25.1m (up 45% from 3Q 2019). Profit margin: 6.3% (up from 4.5% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings. Analyst Estimate Surprise Post Earnings • Nov 13
Revenue and earnings miss expectations Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) also missed analyst estimates by 27%. Over the next year, revenue is forecast to grow 7.3%, compared to a 9.8% growth forecast for the IT industry in Germany. Valuation Update With 7 Day Price Move • Oct 29
Market pulls back on stock over the past week After last week's 15% share price decline to €33.94, the stock is trading at a trailing P/E ratio of 49.4x, down from the previous P/E ratio of 58.1x. This compares to an average P/E of 26x in the IT industry in Germany. Total returns to shareholders over the past three years are 10%. Is New 90 Day High Low • Oct 19
New 90-day low: €42.96 The company is down 15% from its price of €50.70 on 21 July 2020. The German market is flat over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the IT industry, which is also down 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €42.78 per share.