Capgemini SE

Informe acción ENXTPA:CAP

Capitalización de mercado: €17.3b

Capgemini Crecimiento futuro

Future controles de criterios 1/6

Se prevé un crecimiento anual de los beneficios y los ingresos de Capgemini de 8.4% y 4.5% por año respectivamente. Se prevé que el BPA crezca en un 8.9% al año. Se espera que la rentabilidad financiera sea de 16.2% en 3 años.

Información clave

8.4%

Tasa de crecimiento de los beneficios

8.87%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de IT9.8%
Tasa de crecimiento de los ingresos4.5%
Rentabilidad financiera futura16.20%
Cobertura de analistas

Good

Última actualización19 May 2026

Actualizaciones recientes sobre el crecimiento futuro

Artículo de análisis • Feb 18

Earnings Release: Here's Why Analysts Cut Their Capgemini SE (EPA:CAP) Price Target To €161

Capgemini SE ( EPA:CAP ) shareholders are probably feeling a little disappointed, since its shares fell 8.7% to €104 in...

Recent updates

Actualización de narrativa • May 12

CAP: Gen AI Partnerships And AI Network Deals Will Support Future Repricing

Capgemini's updated analyst price target edges slightly lower to about €150 from roughly €150, as analysts weigh more cautious P/E assumptions against improving views on revenue growth, profit margin resilience and a lower discount rate. Analyst Commentary Bullish Takeaways Bullish analysts see revenue growth prospects as supportive of current P/E assumptions, even as they trim price targets to reflect a more balanced risk profile.
Actualización de narrativa • Apr 25

CAP: Gen AI Partnerships And Cloud Alliances Will Support Future Rerating Potential

Capgemini's updated narrative reflects a slightly lower implied price target, moving from about €153 to about €150, as analysts factor in modestly softer revenue growth and profit margin assumptions alongside higher discount rates and tempered P/E expectations. Analyst Commentary Recent research reflects a mixed but generally cautious stance on Capgemini, with several firms trimming price targets and a handful adjusting ratings as they reassess growth, profitability and valuation expectations.
Actualización de narrativa • Apr 10

CAP: Gen AI Execution And AI Partnerships Will Support Future Rerating Potential

Capgemini's analyst price target has been trimmed slightly, with the fair value estimate easing from about €153.49 to €152.66 as analysts factor in modestly higher revenue growth expectations, alongside questions around how improving top line momentum and Gen AI opportunities may translate into profits and cash flow. Analyst Commentary Recent Street research around Capgemini reflects a mix of caution and guarded optimism, with several firms trimming price targets while reassessing how revenue trends and Gen AI opportunities might feed through to earnings quality and cash generation.
Artículo de análisis • Mar 30

We Think You Can Look Beyond Capgemini's (EPA:CAP) Lackluster Earnings

The market for Capgemini SE's ( EPA:CAP ) shares didn't move much after it posted weak earnings recently. We think that...
Actualización de narrativa • Mar 27

CAP: Gen AI And Sovereign Cloud Alliances Will Support Future Rerating Potential

Capgemini's narrative update reflects a lower blended analyst price target, with cuts from around €170 to €115 to €160 and a higher discount rate now applied, as analysts balance concerns about profit and cash flow against improving top line trends and a more even risk reward profile around Gen AI exposure. Analyst Commentary Recent Street research points to a more mixed stance on Capgemini, with analysts adjusting price targets and ratings as they reassess growth, execution and Gen AI exposure.
Actualización de narrativa • Mar 12

CAP: Gen AI And Sovereign Cloud Contracts Will Anchor Future Re Rating Potential

Capgemini's updated analyst price target edges down from about €156.78 to €153.49. This reflects analysts' more cautious assumptions on growth, margins and discount rates after a series of lowered Street targets and mixed views on the profit and cash flow upside from improving top line trends and Gen AI opportunities.
Actualización de narrativa • Feb 26

CAP: Sovereign Cloud And Cybersecurity Contracts Will Anchor Future Re Rating Potential

Analysts have trimmed the Capgemini price target in this update, bringing it more in line with recent sector calls that cluster around €117 and reflect a slightly higher discount rate, modestly adjusted revenue growth and margin expectations, as well as a lower assumed future P/E multiple. Analyst Commentary Recent research shows a clear reset in expectations around Capgemini, with price targets converging toward about €117 and ratings clustering around Neutral or Hold.
Artículo de análisis • Feb 18

Earnings Release: Here's Why Analysts Cut Their Capgemini SE (EPA:CAP) Price Target To €161

Capgemini SE ( EPA:CAP ) shareholders are probably feeling a little disappointed, since its shares fell 8.7% to €104 in...
Actualización de narrativa • Feb 11

CAP: Sovereign Cloud And Cybersecurity Contracts Will Support Future Upside

Analysts have made a slight trim to their Capgemini price targets, now centering closer to €172. This reflects a modestly higher discount rate and more cautious revenue growth assumptions, partly influenced by recent neutral and Underweight stances in Street research.
Actualización de narrativa • Jan 08

CAP: AI Partnerships And Cybersecurity Wins Will Drive Future Upside

Narrative Update: Capgemini Capgemini’s narrative update reflects a reduced Street anchor, as analysts have moved a key price target down from €186 to €165. They cite refreshed assumptions on discount rates and valuation multiples, while largely maintaining their broader constructive stance on the shares.
Actualización de narrativa • Dec 19

CAP: AI Partnerships And Sovereign Cloud Wins Will Drive Future Upside

Narrative Update on Capgemini The analyst price target for Capgemini has been reduced by EUR 21, from EUR 186 to EUR 165. Analysts are factoring in slightly higher discount rates and modestly softer long term growth expectations, while maintaining a positive view on the shares.
Actualización de narrativa • Dec 04

CAP: AI Partnerships And Sovereign Cloud Deals Will Drive Future Upside

Analysts have modestly lowered their price target on Capgemini, with updated modeling for a slightly higher discount rate, softer medium term revenue growth, and a marginally lower profit margin contributing to a reduced fair value and a new Street target of EUR 165, down from EUR 186. Analyst Commentary Street research on Capgemini reflects a constructive long term view tempered by near term caution, with the lower price target primarily driven by adjustments to growth and risk assumptions rather than a fundamental change in the company narrative.
Actualización de narrativa • Nov 05

CAP: Digital Partnerships And New AI Initiatives Will Drive Future Upside

Analysts have modestly raised their price target for Capgemini to €171.93 from €169.57. They cite stronger expected revenue growth, even though there have been adjustments in profit margin forecasts and anticipated market discount rates.
Actualización de narrativa • Oct 22

Analyst Commentary Signals Mixed Outlook for Capgemini Amid Modest Valuation Adjustments

Narrative Update on Capgemini Analysts have revised their price target for Capgemini downward, decreasing it by €2.50 to reflect a more cautious outlook. This change is based on recent industry research and shifting market expectations.
Actualización de narrativa • Oct 08

Cloud, Data And AI Will Drive Digital Transformation Worldwide

Capgemini Price Target Revised Amid Modest Outlook Adjustments Analysts have slightly reduced their price target for Capgemini from $174.14 to $172.07. This change is due to marginal downward revisions to revenue growth expectations and profit margin forecasts.
Actualización de narrativa • Sep 19

Cloud, Data And AI Will Drive Digital Transformation Worldwide

Capgemini's fair value saw a marginal decline, as both the consensus analyst price target and key valuation metrics such as the discount rate and future P/E remained essentially unchanged. What's in the News Capgemini unveiled upgraded Outcome IQ for the Ryder Cup 2025, integrating real-time generative AI insights to enhance fan engagement across digital, broadcast, and on-site channels.
Actualización de narrativa • Sep 04

Cloud, Data And AI Will Drive Digital Transformation Worldwide

Capgemini’s valuation outlook remains stable, with consensus revenue growth and net profit margin both unchanged, resulting in an unchanged analyst price target of €175.93. What's in the News Capgemini, Google Cloud, and Imperial War Museums announced a landmark AI-powered project transcribing and translating over 20,000 hours of oral histories, significantly improving accessibility and research capabilities through advanced generative AI.
Artículo de análisis • Aug 23

Capgemini SE's (EPA:CAP) Earnings Are Not Doing Enough For Some Investors

When close to half the companies in France have price-to-earnings ratios (or "P/E's") above 17x, you may consider...
Artículo de análisis • Aug 08

Some Investors May Be Willing To Look Past Capgemini's (EPA:CAP) Soft Earnings

The most recent earnings report from Capgemini SE ( EPA:CAP ) was disappointing for shareholders. While the headline...
Artículo de análisis • Jul 31

Is Now An Opportune Moment To Examine Capgemini SE (EPA:CAP)?

Capgemini SE ( EPA:CAP ) received a lot of attention from a substantial price movement on the ENXTPA over the last few...
Artículo de análisis • Jun 25

An Intrinsic Calculation For Capgemini SE (EPA:CAP) Suggests It's 35% Undervalued

Key Insights The projected fair value for Capgemini is €221 based on 2 Stage Free Cash Flow to Equity Current share...
Artículo de análisis • Jun 12

We Think Capgemini (EPA:CAP) Can Stay On Top Of Its Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Artículo de análisis • May 29

Here's What To Make Of Capgemini's (EPA:CAP) Decelerating Rates Of Return

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
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Nueva narrativa • Nov 07

Riding The AI Wave Decisive Consulting Fuels Future Growth And Margin Expansion

Strategic focus on AI and GenAI leads to strong revenue growth due to increasing client demand and successful project bookings.

Previsiones de crecimiento de beneficios e ingresos

ENXTPA:CAP - Estimaciones futuras de los analistas y datos financieros pasados (EUR Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/202826,0772,0502,3392,85715
12/31/202725,0301,8352,1942,62017
12/31/202624,0331,5972,0362,45516
12/31/202522,4651,6012,1952,482N/A
9/30/202522,2651,5812,1632,461N/A
6/30/202522,0651,5602,1302,440N/A
3/31/202522,0811,6162,1712,483N/A
12/31/202422,0961,6712,2112,526N/A
9/30/202422,1651,6802,3402,632N/A
6/30/202422,2341,6892,4692,737N/A
3/31/202422,3781,6762,3682,631N/A
12/31/202322,5221,6632,2662,525N/A
9/30/202322,6281,6762,0942,359N/A
6/30/202322,7331,6891,9212,192N/A
3/31/202322,3641,6182,0742,355N/A
12/31/202221,9951,5472,2272,517N/A
9/30/202221,0661,4642,1432,451N/A
6/30/202220,1371,3812,0582,385N/A
3/31/202219,1491,2692,1872,483N/A
12/31/202118,1601,1572,3152,581N/A
9/30/202117,5691,1232,0952,323N/A
6/30/202116,9781,0891,8742,064N/A
3/31/202116,4131,0231,6661,863N/A
12/31/202015,8489571,4571,661N/A
9/30/202015,2748681,5381,740N/A
6/30/202014,6997791,6181,819N/A
3/31/202014,4128181,5951,807N/A
12/31/201914,1258561,5721,794N/A
9/30/201913,931830N/A1,709N/A
6/30/201913,737804N/A1,623N/A
3/31/201913,467767N/A1,510N/A
12/31/201813,197730N/A1,396N/A
9/30/201812,955745N/A1,336N/A
6/30/201812,712759N/A1,276N/A
3/31/201812,619790N/A1,303N/A
12/31/201712,525820N/A1,330N/A
9/30/201712,544875N/A1,350N/A
6/30/201712,562930N/A1,370N/A
3/31/201712,551926N/A1,345N/A
12/31/201612,539921N/A1,319N/A
9/30/201612,5521,061N/A1,238N/A
6/30/201612,5641,200N/A1,157N/A
3/31/201612,2401,162N/A1,081N/A
12/31/201511,9151,124N/A1,004N/A
9/30/201511,496877N/A939N/A
6/30/201511,077630N/A873N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (8.4% al año) de CAP es superior a la tasa de ahorro (2.5%).

Beneficios vs. Mercado: Se prevé que los beneficios (8.4% al año) de CAP crezcan menos que el mercado French (12.4% al año).

Beneficios de alto crecimiento: Se prevé que los beneficios de CAP crezcan, pero no significativamente.

Ingresos vs. Mercado: Se prevé que los ingresos (4.5% al año) de CAP crezcan más despacio que el mercado de French (5.6% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 4.5% al año) de CAP crezcan más despacio que 20% al año.

Previsiones de crecimiento de los beneficios por acción

Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de CAP sea baja dentro de 3 años (16.2%).

Descubre empresas en crecimiento

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Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/20 12:36
Precio de las acciones al final del día2026/05/20 00:00
Beneficios2025/12/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Capgemini SE está cubierta por 29 analistas. 17 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Adam ShepherdArete Research Services LLP
Adrian SanchezBanco Santander
Sven MerktBarclays