Kingdee International Software Group Company Limited

SEHK:268 Lagerbericht

Marktkapitalisierung: HK$27.5b

Kingdee International Software Group Vergangene Ertragsentwicklung

Vergangenheit Kriterienprüfungen 2/6

Kingdee International Software Group verzeichnete einen durchschnittlichen jährlichen Gewinnzuwachs von 34.3%, während die Gewinne der Branche Software jährlich um gewachsen und zwar um 31%. Die Umsätze verzeichneten einen durchschnittlichen jährlichen Gewinnzuwachs von gewachsen von 13.6%. Die Eigenkapitalrendite von Kingdee International Software Group beträgt 0.9% und die Nettomargen betragen 1.3%.

Wichtige Informationen

34.29%

Wachstumsrate der Gewinne

35.15%

EPS-Wachstumsrate

Software Wachstum der Industrie23.46%
Wachstumsrate der Einnahmen13.60%
Eigenkapitalrendite0.90%
Netto-Marge1.33%
Letzte Ertragsaktualisierung31 Dec 2025

Jüngste Aktualisierungen vergangener Leistungen

Analyseartikel Mar 24

Kingdee International Software Group's (HKG:268) Solid Earnings Are Supported By Other Strong Factors

Even though Kingdee International Software Group Company Limited's ( HKG:268 ) recent earnings release was robust, the...

Recent updates

Narrativ-Update May 07

268: Enterprise Execution And Earnings Visibility Will Support Future Rerating Despite Downgrade

The analyst price target for Kingdee International Software Group has been reduced to HK$12 from HK$18.21, as analysts factor in softer expectations for large and mid sized enterprise client sales and lower earnings estimates through 2027. Analyst Commentary Bullish Takeaways Bullish analysts may view the new HK$12 target as aligning expectations more closely with current execution, which can reduce the risk of further sharp target cuts if sales trends stay similar.
Narrativ-Update Apr 22

268: Share Repurchases And Earnings Visibility Will Support Future Rerating Despite Downgrade

Analysts have trimmed their price target for Kingdee International Software Group to HK$12 from HK$18.21, citing lower revenue expectations from large and mid sized enterprise clients and related earnings estimate cuts through 2027. Analyst Commentary Bullish Takeaways The new HK$12 price target still implies that some analysts see support for the current valuation, even after adjusting revenue and earnings assumptions.
Narrativ-Update Apr 08

268: Share Repurchases And Profit Recovery Will Support Future Rerating Despite Downgrade

Analysts have lowered their price target on Kingdee International Software Group to HK$12 from HK$18.21, citing more cautious assumptions on fair value, growth, margins and future P/E after revising revenue and earnings expectations for large and mid-sized enterprise customers. Analyst Commentary Goldman Sachs moved Kingdee to Neutral with a lower price target of HK$12, in line with reduced revenue and earnings expectations for large and mid-sized enterprise customers.
Analyseartikel Mar 24

Kingdee International Software Group's (HKG:268) Solid Earnings Are Supported By Other Strong Factors

Even though Kingdee International Software Group Company Limited's ( HKG:268 ) recent earnings release was robust, the...
Narrativ-Update Mar 24

268: Share Repurchases And Profit Recovery Will Support Re Rating Despite Downgrade

Analysts have cut their price target on Kingdee International Software Group to HK$12 from HK$18.21, reflecting lower fair value estimates and reduced expectations for revenue growth and profit margins, as they factor in softer sales assumptions for large and mid scale enterprise clients and trimmed earnings forecasts for 2025 to 2027. Analyst Commentary Bullish Takeaways The HK$12 target still prices in some value for Kingdee's position with large and mid scale enterprise clients, suggesting analysts see an established customer base as a support for the current valuation even after cuts.
Analyseartikel Feb 11

Kingdee International Software Group Company Limited's (HKG:268) Popularity With Investors Under Threat As Stock Sinks 28%

Kingdee International Software Group Company Limited ( HKG:268 ) shares have had a horrible month, losing 28% after a...
Neues Narrativ Feb 10

Cloud Transition And Early AI Setbacks Will Eventually Reshape This Business

Catalysts About Kingdee International Software Group Kingdee International Software Group provides enterprise cloud management and AI enabled software services to businesses of various sizes. What are the underlying business or industry changes driving this perspective?
Narrativ-Update Feb 10

268: Share Repurchases And Return To Profitability Will Support Higher Multiples

Analysts have nudged their fair value estimate for Kingdee International Software Group slightly higher to HK$19.32 from HK$19.25, citing updated assumptions around the discount rate, revenue growth, profit margins, and future P/E multiples as the drivers of this recalibration. What's in the News Kingdee International Software Group Company Limited has commenced share repurchases on February 4, 2026, under a shareholder mandate granted on May 22, 2025.
Narrativ-Update Jan 26

268: Lower Discount Rate And Return To Profitability Will Support Higher Multiples

Analysts have nudged their implied price target for Kingdee International Software Group slightly higher to about HK$19.25, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E levels. What's in the News The company issued earnings guidance for the year ended 31 December 2025, with total revenue expected in a range of RMB 6,950 million to RMB 7,050 million (Key Developments).
Narrativ-Update Jan 12

268: Slightly Lower Discount Rate Will Support Higher Future Earnings Multiples

Analysts have made a small upward adjustment to their fair value estimate for Kingdee International Software Group, lifting the target from HK$18.92 to HK$19.25, citing slightly higher assumptions for revenue growth, profit margins, the discount rate, and future P/E multiples. Valuation Changes Fair Value Estimate adjusted from HK$18.92 to HK$19.25, reflecting a small uplift in the modelled target price.
Narrativ-Update Dec 27

268: Lower Discount Rate Will Support Stronger Long Term Profitability

Narrative Update on Kingdee International Software Group Analysts have maintained their price target for Kingdee International Software Group at HKD 18.92, citing marginally lower discount rate assumptions and a modestly improved long term earnings outlook, despite largely unchanged revenue growth and profit margin forecasts. Valuation Changes Fair Value Estimate effectively unchanged, nudged up from HK$18.92 to HK$18.92 per share.
Narrativ-Update Dec 13

268: Rising Margins Will Drive Stronger Profitability Over The Next Year

Narrative Update Analysts have trimmed their fair value estimate for Kingdee International Software Group slightly, reducing the implied price target from about $18.96 to $18.92. This reflects modestly higher discount rate assumptions and a marginally lower revenue growth outlook, which more than offset a small improvement in projected profit margins and a slightly cheaper future P/E multiple.
Analyseartikel Dec 08

Estimating The Fair Value Of Kingdee International Software Group Company Limited (HKG:268)

Key Insights Kingdee International Software Group's estimated fair value is HK$13.32 based on 2 Stage Free Cash Flow to...
Narrativ-Update Nov 28

268: Rising Margins Will Drive Improved Profitability Over The Next Year

Analysts have raised their price target for Kingdee International Software Group from HK$18.63 to HK$18.96. They cite improved profit margin projections, even though the revenue growth estimate has been slightly reduced.
Narrativ-Update Sep 05

Cloud And AI Adoption In China Will Open New Markets

Despite a notable rise in the future P/E ratio, indicating increased valuation expectations relative to earnings, the consensus analyst price target for Kingdee International Software Group remained unchanged at HK$18.63. What's in the News Upcoming board meeting to approve interim results for the first half of 2025 and consider an interim dividend recommendation.
Analyseartikel Aug 14

Kingdee International Software Group Company Limited (HKG:268) Just Released Its Interim Earnings: Here's What Analysts Think

SEHK:268 1 Year Share Price vs Fair Value Explore Kingdee International Software Group's Fair Values from the Community...
Analyseartikel Jun 30

What Kingdee International Software Group Company Limited's (HKG:268) 26% Share Price Gain Is Not Telling You

Kingdee International Software Group Company Limited ( HKG:268 ) shareholders would be excited to see that the share...
Analyseartikel May 15

Shareholders May Not Be So Generous With Kingdee International Software Group Company Limited's (HKG:268) CEO Compensation And Here's Why

Key Insights Kingdee International Software Group will host its Annual General Meeting on 22nd of May Salary of...
Analyseartikel Apr 07

Kingdee International Software Group Company Limited's (HKG:268) 39% Share Price Plunge Could Signal Some Risk

Kingdee International Software Group Company Limited ( HKG:268 ) shares have retraced a considerable 39% in the last...
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Neues Narrativ Mar 23

Cosmic And Galaxy AI Solutions Will Improve Operational Efficiency And Profitability

Focus on enhanced cloud services and AI-powered solutions aims to drive revenue, improve cash flows, and enhance net margins and profitability.
Analyseartikel Mar 19

Earnings Update: Kingdee International Software Group Company Limited (HKG:268) Just Reported And Analysts Are Trimming Their Forecasts

The analysts might have been a bit too bullish on Kingdee International Software Group Company Limited ( HKG:268...
Analyseartikel Jan 08

Some Kingdee International Software Group Company Limited (HKG:268) Shareholders Look For Exit As Shares Take 26% Pounding

Kingdee International Software Group Company Limited ( HKG:268 ) shares have had a horrible month, losing 26% after a...
Analyseartikel Nov 04

Kingdee International Software Group Company Limited (HKG:268) Shares May Have Slumped 26% But Getting In Cheap Is Still Unlikely

Kingdee International Software Group Company Limited ( HKG:268 ) shares have retraced a considerable 26% in the last...
Analyseartikel Aug 19

HK$10.54: That's What Analysts Think Kingdee International Software Group Company Limited (HKG:268) Is Worth After Its Latest Results

It's been a good week for Kingdee International Software Group Company Limited ( HKG:268 ) shareholders, because the...
Analyseartikel Jun 03

Is Kingdee International Software Group (HKG:268) Weighed On By Its Debt Load?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analyseartikel Apr 16

A Look At The Intrinsic Value Of Kingdee International Software Group Company Limited (HKG:268)

Key Insights Kingdee International Software Group's estimated fair value is HK$9.77 based on 2 Stage Free Cash Flow to...
Analyseartikel Mar 21

Kingdee International Software Group Company Limited (HKG:268) Stock Rockets 25% As Investors Are Less Pessimistic Than Expected

Kingdee International Software Group Company Limited ( HKG:268 ) shareholders are no doubt pleased to see that the...
Analyseartikel Dec 26

Kingdee International Software Group Company Limited's (HKG:268) Popularity With Investors Is Under Threat From Overpricing

When close to half the companies in the Software industry in Hong Kong have price-to-sales ratios (or "P/S") below...
Analyseartikel Nov 23

Is Kingdee International Software Group (HKG:268) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analyseartikel Nov 08

At HK$11.92, Is Kingdee International Software Group Company Limited (HKG:268) Worth Looking At Closely?

Kingdee International Software Group Company Limited ( HKG:268 ), is not the largest company out there, but it received...
Analyseartikel Oct 09

Are Investors Undervaluing Kingdee International Software Group Company Limited (HKG:268) By 39%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Kingdee International Software Group fair value estimate is...
Analyseartikel Aug 18

Is Kingdee International Software Group (HKG:268) Using Debt Sensibly?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analyseartikel Jul 28

When Should You Buy Kingdee International Software Group Company Limited (HKG:268)?

Kingdee International Software Group Company Limited ( HKG:268 ), is not the largest company out there, but it led the...
Analyseartikel Jul 10

A Look At The Intrinsic Value Of Kingdee International Software Group Company Limited (HKG:268)

Key Insights Kingdee International Software Group's estimated fair value is HK$12.83 based on 2 Stage Free Cash Flow to...
Analyseartikel Apr 28

What Does Kingdee International Software Group Company Limited's (HKG:268) Share Price Indicate?

Kingdee International Software Group Company Limited ( HKG:268 ), is not the largest company out there, but it saw...
Analyseartikel Apr 07

Is Kingdee International Software Group (HKG:268) Using Debt Sensibly?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analyseartikel Mar 14

Kingdee International Software Group Company Limited's (HKG:268) Intrinsic Value Is Potentially 18% Below Its Share Price

Key Insights The projected fair value for Kingdee International Software Group is HK$12.31 based on 2 Stage Free Cash...
Analyseartikel Nov 22

Is Kingdee International Software Group (HKG:268) Weighed On By Its Debt Load?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analyseartikel Nov 05

At HK$13.10, Is Kingdee International Software Group Company Limited (HKG:268) Worth Looking At Closely?

Kingdee International Software Group Company Limited ( HKG:268 ), is not the largest company out there, but it saw a...
Analyseartikel Aug 22

Is Kingdee International Software Group (HKG:268) A Risky Investment?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analyseartikel Aug 03

We're Interested To See How Kingdee International Software Group (HKG:268) Uses Its Cash Hoard To Grow

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
Analyseartikel Jul 17

Are Kingdee International Software Group Company Limited (HKG:268) Investors Paying Above The Intrinsic Value?

How far off is Kingdee International Software Group Company Limited ( HKG:268 ) from its intrinsic value? Using the...
Analyseartikel Jun 02

Should You Think About Buying Kingdee International Software Group Company Limited (HKG:268) Now?

While Kingdee International Software Group Company Limited ( HKG:268 ) might not be the most widely known stock at the...
Analyseartikel Apr 07

Kingdee International Software Group (HKG:268) Is In A Strong Position To Grow Its Business

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although...
Analyseartikel Mar 03

Are Investors Undervaluing Kingdee International Software Group Company Limited (HKG:268) By 22%?

Does the March share price for Kingdee International Software Group Company Limited ( HKG:268 ) reflect what it's...
Analyseartikel Jan 20

Is It Too Late To Consider Buying Kingdee International Software Group Company Limited (HKG:268)?

Let's talk about the popular Kingdee International Software Group Company Limited ( HKG:268 ). The company's shares saw...
Analyseartikel Nov 18

Are Kingdee International Software Group Company Limited (HKG:268) Investors Paying Above The Intrinsic Value?

How far off is Kingdee International Software Group Company Limited ( HKG:268 ) from its intrinsic value? Using the...

Aufschlüsselung der Einnahmen und Ausgaben

Wie Kingdee International Software Group Geld verdient und ausgibt. Basierend auf den neuesten gemeldeten Einnahmen der letzten zwölf Monate.


Gewinn- und Umsatzhistorie

SEHK:268 Einnahmen, Ausgaben und Erträge (CNY Millions)
DatumEinnahmenGewinnAllgemeine und VerwaltungskostenF&E-Ausgaben
31 Dec 257,006933,3731,494
30 Sep 256,792353,2751,489
30 Jun 256,578-223,1781,483
31 Mar 256,417-823,1101,499
31 Dec 246,256-1423,0421,514
30 Sep 246,119-1432,9721,508
30 Jun 245,983-1442,9021,502
31 Mar 245,831-1772,8561,471
31 Dec 235,679-2102,8101,440
30 Sep 235,457-2632,7191,391
30 Jun 235,235-3162,6281,341
31 Mar 235,050-3532,5791,318
31 Dec 224,866-3892,5301,295
30 Sep 224,682-4002,4631,277
30 Jun 224,498-4112,3961,258
31 Mar 224,336-3562,3011,221
31 Dec 214,174-3022,2071,185
30 Sep 214,008-3312,1131,217
30 Jun 213,841-3602,0191,250
31 Mar 213,599-3481,9291,117
31 Dec 203,356-3351,839984
30 Sep 203,292-1481,794838
30 Jun 203,228391,749693
31 Mar 203,2772061,755640
31 Dec 193,3263731,760587
30 Sep 193,1703621,860523
30 Jun 193,0153521,960458
31 Mar 192,9123821,893432
31 Dec 182,8094121,826405
30 Sep 182,6683931,760385
30 Jun 182,5283731,695366
31 Mar 182,4163421,626356
31 Dec 172,3033101,556345
30 Jun 172,0041861,325316
31 Mar 171,9332001,303300
31 Dec 161,8622141,280284
30 Jun 161,6722611,108237
31 Mar 161,5942391,038216
31 Dec 151,517218968196
30 Sep 151,5701561,056226
30 Jun 151,555207999218

Qualität der Erträge: 268 hat einen großen einmalig Verlust von CN¥97.8M verbucht, der sich auf die Finanzergebnisse der letzten 12 Monate bis zum 31st December, 2025 auswirkt.

Wachsende Gewinnspanne: 268 in der Vergangenheit profitabel geworden.


Analyse von freiem Cashflow und Gewinn


Analyse des Gewinnwachstums in der Vergangenheit

Ergebnisentwicklung: 268 ist in den letzten 5 Jahren profitabel geworden und hat seinen Gewinn um 34.3% pro Jahr gesteigert.

Beschleunigtes Wachstum: 268 ist im letzten Jahr profitabel geworden, so dass die Wachstumsrate der Gewinne nur schwer mit dem 5-Jahres-Durchschnitt verglichen werden kann.

Erträge im Vergleich zur Industrie: 268 ist im letzten Jahr profitabel geworden, so dass es schwierig ist, das Gewinnwachstum des letzten Jahres mit dem der Branche Software (-7.6%) zu vergleichen.


Eigenkapitalrendite

Hohe Eigenkapitalrendite: 268Die Eigenkapitalrendite des Unternehmens (0.9%) wird als niedrig angesehen.


Kapitalrendite


Rendite auf das eingesetzte Kapital


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Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/24 14:33
Aktienkurs zum Tagesende2026/05/22 00:00
Gewinne2025/12/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Kingdee International Software Group Company Limited wird von 35 Analysten beobachtet. 18 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Boris VanBernstein
Huiqun LiBofA Global Research
Yan Jing WuChina Galaxy Securities Co., Ltd.