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Sapiens International Vergangene Ertragsentwicklung
Vergangenheit Kriterienprüfungen 2/6
Sapiens International verzeichnete einen durchschnittlichen jährlichen Gewinnzuwachs von 14.6%, während die Gewinne der Branche Software jährlich um gewachsen und zwar um 22.5%. Die Umsätze verzeichneten einen durchschnittlichen jährlichen Gewinnzuwachs von gewachsen von 7.3%. Die Eigenkapitalrendite von Sapiens International beträgt 12.3% und die Nettomargen betragen 11.4%.
Wichtige Informationen
14.63%
Wachstumsrate der Gewinne
13.39%
EPS-Wachstumsrate
| Software Wachstum der Industrie | 17.33% |
| Wachstumsrate der Einnahmen | 7.28% |
| Eigenkapitalrendite | 12.27% |
| Netto-Marge | 11.40% |
| Letzte Ertragsaktualisierung | 30 Sep 2025 |
Jüngste Aktualisierungen vergangener Leistungen
Recent updates
Narrativ-Update • Dec 18
SPNS: Private Ownership And Leadership Transition Will Shape Future Profitability Outlook
Analysts have raised their price target on Sapiens International from 37.25 dollars to 43.50 dollars, citing slightly improved margin expectations and a higher projected future earnings multiple, despite marginally lower revenue growth forecasts. What's in the News Advent International completed the acquisition of a 56.5% stake in Sapiens for approximately $1.4 billion at $43.50 per share, and Sapiens has been delisted to operate as a private company, with Formula Systems retaining a minority stake (Key Developments).Narrativ-Update • Aug 15
SaaS Transition And AI Integration Will Improve Market Position
The consensus analyst price target for Sapiens International has increased to $37.25, primarily reflecting improved revenue growth expectations and a higher future P/E multiple. What's in the News Advent International entered into a definitive agreement to acquire a 56.5% stake in Sapiens International for $1.4 billion ($43.5 per share), valuing the company at approximately $2.48 billion; following completion, Sapiens will be taken private, with the deal expected to close in Q4 2025 or Q1 2026, subject to shareholder and regulatory approvals (Key Developments, 2025-08-13).Analyseartikel • Aug 04
We Like These Underlying Return On Capital Trends At Sapiens International (NASDAQ:SPNS)
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Seeking Alpha • Jul 28
Sapiens Ups Growth Estimate But Earnings Are Flat
Summary I maintain a Hold rating on Sapiens International Corporation N.V. due to improved revenue growth but stagnant earnings and rising expenses. SPNS is valued at a significant discount to SaaS peers, reflecting its slower growth outlook despite strong profitability and conservative capital allocation. The company’s transition to cloud and focus on Life & Annuity customers may drive future growth, but meaningful earnings improvement is unlikely before 2026. Industry conditions are stabilizing, so I'm holding out for improved results in 2026. Read the full article on Seeking AlphaAnalyseartikel • Jul 23
Is Sapiens International Corporation N.V. (NASDAQ:SPNS) Potentially Undervalued?
Sapiens International Corporation N.V. ( NASDAQ:SPNS ), might not be a large cap stock, but it received a lot of...Analyseartikel • May 25
Sapiens International (NASDAQ:SPNS) Has A Rock Solid Balance Sheet
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Analyseartikel • Apr 24
Here's Why We Think Sapiens International (NASDAQ:SPNS) Is Well Worth Watching
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Analyseartikel • Apr 11
Is It Time To Consider Buying Sapiens International Corporation N.V. (NASDAQ:SPNS)?
While Sapiens International Corporation N.V. ( NASDAQ:SPNS ) might not have the largest market cap around , it saw...Analyseartikel • Mar 24
Sapiens International Corporation N.V.'s (NASDAQ:SPNS) Shareholders Might Be Looking For Exit
With a price-to-earnings (or "P/E") ratio of 20.9x Sapiens International Corporation N.V. ( NASDAQ:SPNS ) may be...Seeking Alpha • Mar 14
Sapiens Faces Headwinds To Upside Catalysts
Summary Sapiens beat Q4 2024 earnings estimates but missed revenue expectations. The insurance software market is projected to grow significantly, driven by efficiency needs and complex regulations, with Sapiens focusing on P&C insurance firms. Despite increased investments in sales and marketing, Sapiens' revenue growth guidance for 2025 is only 2.4%, but with operating margins expected to improve. Sapiens is valued at a discount to peers due to lower growth rates, but its transition to a SaaS platform could enhance long-term revenue and customer retention. The company is encountering headwinds in growth and Forex changes, so my outlook is a Hold on SPNS for now. Read the full article on Seeking AlphaAnalyseartikel • Feb 19
Are Sapiens International Corporation N.V. (NASDAQ:SPNS) Investors Paying Above The Intrinsic Value?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Sapiens International fair value estimate is US$21.96 Current...Analyseartikel • Jan 03
We Like These Underlying Return On Capital Trends At Sapiens International (NASDAQ:SPNS)
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...Analyseartikel • Dec 17
Is It Time To Consider Buying Sapiens International Corporation N.V. (NASDAQ:SPNS)?
While Sapiens International Corporation N.V. ( NASDAQ:SPNS ) might not have the largest market cap around , it saw...Analyseartikel • Nov 19
Some Sapiens International Corporation N.V. (NASDAQ:SPNS) Shareholders Look For Exit As Shares Take 25% Pounding
Sapiens International Corporation N.V. ( NASDAQ:SPNS ) shareholders that were waiting for something to happen have been...Analyseartikel • Nov 14
Sapiens International Corporation N.V. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
The analysts might have been a bit too bullish on Sapiens International Corporation N.V. ( NASDAQ:SPNS ), given that...Analyseartikel • Nov 07
Is Sapiens International (NASDAQ:SPNS) A Risky Investment?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Seeking Alpha • Oct 13
Sapiens International: Great Execution Continues
Summary Sapiens International's revenue model taking effect understates revenue growth slightly. It continues to look good in terms of ARR. New logo wins come in, and growth for a while longer looks assured as the company fires shots into the Tier 1 insurers wallets. On a relative basis, the company looks quite attractively valued, and it may be interesting as a GARP play. Probably deserves a watchlist spot at this point. This sort of recurring revenue model that it is embracing may also be something that attracts an acquisition exit at some point, once rumored earlier in the year. Read the full article on Seeking AlphaAnalyseartikel • Oct 01
Returns On Capital Are Showing Encouraging Signs At Sapiens International (NASDAQ:SPNS)
There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
Neues Narrativ • Sep 11
Shifting To SaaS And Calculated Partnerships Power Revenue And Innovation Surge
Transition to a SaaS model with an emphasis on AI and digital transformation through strategic partnerships is aimed at boosting revenue predictability and market share.Analyseartikel • Aug 27
Sapiens International (NASDAQ:SPNS) Is Increasing Its Dividend To $0.29
Sapiens International Corporation N.V. ( NASDAQ:SPNS ) has announced that it will be increasing its dividend from last...Analyseartikel • Aug 16
Do Sapiens International's (NASDAQ:SPNS) Earnings Warrant Your Attention?
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Analyseartikel • Jul 31
Should You Investigate Sapiens International Corporation N.V. (NASDAQ:SPNS) At US$39.33?
While Sapiens International Corporation N.V. ( NASDAQ:SPNS ) might not have the largest market cap around , it saw a...Analyseartikel • Jul 14
Estimating The Fair Value Of Sapiens International Corporation N.V. (NASDAQ:SPNS)
Key Insights The projected fair value for Sapiens International is US$40.09 based on 2 Stage Free Cash Flow to Equity...Seeking Alpha • Jul 04
Sapiens International: Strategic Innovations And Growth Prospects, Bullish Outlook
Summary Sapiens International has potential for growth due to its AI-based insurance platform and improved artificial intelligence capabilities. The company has shown steady revenue growth and improved profit margins in recent quarters. Challenges include global economic uncertainties and long sales cycles, but strategic initiatives position the company for future success. Read the full article on Seeking AlphaAnalyseartikel • Jul 02
We Think Sapiens International (NASDAQ:SPNS) Can Manage Its Debt With Ease
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Analyseartikel • Jun 04
Sapiens International (NASDAQ:SPNS) Is Doing The Right Things To Multiply Its Share Price
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Analyseartikel • Apr 26
Is Now An Opportune Moment To Examine Sapiens International Corporation N.V. (NASDAQ:SPNS)?
Sapiens International Corporation N.V. ( NASDAQ:SPNS ), might not be a large cap stock, but it saw a double-digit share...Seeking Alpha • Apr 16
Sapiens: Accelerating In Q4 With Margin Levers Pulled
Summary Sapiens is seeing the promised margin lift from growing recurring revenue in the mix. New customers seem to be coming in at a constant pace, with growth driven by the Nordics. They are changing their billing and revenue recognition model in a typical shift to a subscription model, with some negative impact on reported guidance. Private equity firms might be in the mix looking to buy Sapiens. We think they have an attractive profile, and the valuation wouldn't be bad. The only issue is war may slow a deal down. Read the full article on Seeking AlphaAnalyseartikel • Apr 11
Investors Appear Satisfied With Sapiens International Corporation N.V.'s (NASDAQ:SPNS) Prospects
With a price-to-earnings (or "P/E") ratio of 27.7x Sapiens International Corporation N.V. ( NASDAQ:SPNS ) may be...Aufschlüsselung der Einnahmen und Ausgaben
Aufschlüsselung der Einnahmen und Ausgaben
Wie Sapiens International Geld verdient und ausgibt. Basierend auf den neuesten gemeldeten Einnahmen der letzten zwölf Monate.
Gewinn- und Umsatzhistorie
| Datum | Einnahmen | Gewinn | Allgemeine und Verwaltungskosten | F&E-Ausgaben |
|---|---|---|---|---|
| 30 Sep 25 | 564 | 64 | 100 | 73 |
| 30 Jun 25 | 549 | 68 | 93 | 68 |
| 31 Mar 25 | 544 | 73 | 89 | 66 |
| 31 Dec 24 | 542 | 72 | 86 | 66 |
| 30 Sep 24 | 539 | 71 | 83 | 66 |
| 30 Jun 24 | 533 | 69 | 81 | 65 |
| 31 Mar 24 | 524 | 66 | 79 | 64 |
| 31 Dec 23 | 515 | 62 | 77 | 63 |
| 30 Sep 23 | 503 | 59 | 76 | 63 |
| 30 Jun 23 | 491 | 56 | 75 | 61 |
| 31 Mar 23 | 482 | 53 | 75 | 60 |
| 31 Dec 22 | 475 | 53 | 75 | 59 |
| 30 Sep 22 | 474 | 53 | 75 | 57 |
| 30 Jun 22 | 473 | 53 | 75 | 56 |
| 31 Mar 22 | 469 | 51 | 76 | 55 |
| 31 Dec 21 | 461 | 47 | 76 | 54 |
| 30 Sep 21 | 443 | 42 | 74 | 51 |
| 30 Jun 21 | 423 | 38 | 73 | 48 |
| 31 Mar 21 | 402 | 37 | 69 | 44 |
| 31 Dec 20 | 383 | 34 | 68 | 41 |
| 30 Sep 20 | 368 | 32 | 64 | 40 |
| 30 Jun 20 | 353 | 30 | 60 | 40 |
| 31 Mar 20 | 339 | 28 | 57 | 39 |
| 31 Dec 19 | 326 | 26 | 54 | 37 |
| 30 Sep 19 | 312 | 23 | 53 | 35 |
| 30 Jun 19 | 303 | 21 | 52 | 34 |
| 31 Mar 19 | 295 | 16 | 52 | 34 |
| 31 Dec 18 | 290 | 14 | 52 | 34 |
| 30 Sep 18 | 288 | 13 | 46 | 35 |
| 30 Jun 18 | 287 | 11 | 46 | 35 |
| 31 Mar 18 | 284 | 5 | 50 | 35 |
| 31 Dec 17 | 269 | 0 | 59 | 32 |
| 30 Sep 17 | 255 | 1 | 56 | 29 |
| 30 Jun 17 | 239 | 3 | 55 | 24 |
| 31 Mar 17 | 223 | 12 | 49 | 19 |
| 31 Dec 16 | 216 | 19 | 44 | 16 |
| 30 Sep 16 | 208 | 21 | 43 | 14 |
| 30 Jun 16 | 198 | 21 | 43 | 12 |
| 31 Mar 16 | 191 | 20 | 41 | 11 |
| 31 Dec 15 | 186 | 20 | 40 | 10 |
| 30 Sep 15 | 179 | 19 | 38 | 10 |
| 30 Jun 15 | 167 | 17 | 35 | 11 |
| 31 Mar 15 | 162 | 16 | 33 | 11 |
| 31 Dec 14 | 157 | 14 | 32 | 11 |
Qualität der Erträge: SPNS hat hohe Qualitätseinkünfte.
Wachsende Gewinnspanne: SPNSDie aktuellen Gewinnspannen (11.4%) sind niedriger als im letzten Jahr (13.2%).
Analyse von freiem Cashflow und Gewinn
Analyse des Gewinnwachstums in der Vergangenheit
Ergebnisentwicklung: SPNSIn den letzten 5 Jahren sind die Gewinne von 14.6% jährlich gestiegen.
Beschleunigtes Wachstum: SPNSDas Unternehmen hat im vergangenen Jahr ein negatives Gewinnwachstum verzeichnet, so dass es nicht mit seinem 5-Jahres-Durchschnitt verglichen werden kann.
Erträge im Vergleich zur Industrie: SPNS hatte im vergangenen Jahr ein negatives Gewinnwachstum (-9.7%), was einen Vergleich mit dem Branchendurchschnitt Software (11.7%) erschwert.
Eigenkapitalrendite
Hohe Eigenkapitalrendite: SPNSDie Eigenkapitalrendite des Unternehmens (12.3%) wird als niedrig angesehen.
Kapitalrendite
Rendite auf das eingesetzte Kapital
Entdecken Sie starke Unternehmen, die in der Vergangenheit erfolgreich waren
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2025/12/18 04:51 |
| Aktienkurs zum Tagesende | 2025/12/16 00:00 |
| Gewinne | 2025/09/30 |
| Jährliche Einnahmen | 2024/12/31 |
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.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* 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
Sapiens International Corporation N.V. wird von 7 Analysten beobachtet. 2 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.
| Analyst | Einrichtung |
|---|---|
| Tavy Rosner | Barclays |
| Danny Kaplan | Barclays |
| Ashwin Shirvaikar | Citigroup Inc |