Capgemini SE

Informe acción ENXTPA:CAP

Capitalización de mercado: €17.5b

Capgemini Dirección

Dirección controles de criterios 4/4

El CEO de Capgemini es Aiman Ezzat , nombrado en May 2020, tiene una permanencia de 5.92 años. compensación anual total es €5.94M, compuesta por 21.9% salario y 78.1% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.073% de las acciones de la empresa, por valor de €12.76M. La antigüedad media del equipo directivo y de la junta directiva es de 5.9 años y 5.9 años, respectivamente.

Información clave

Aiman Ezzat

Chief Executive Officer (CEO)

€5.9m

Compensación total

Porcentaje del salario del CEO21.89%
Permanencia del CEO5.9yrs
Participación del CEO0.07%
Permanencia media de la dirección5.9yrs
Promedio de permanencia en la Junta Directiva5.9yrs

Actualizaciones recientes de la dirección

Recent updates

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.

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.

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

Mar 30
We Think You Can Look Beyond Capgemini's (EPA:CAP) Lackluster Earnings

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.

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.

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.

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

Feb 18
Earnings Release: Here's Why Analysts Cut Their Capgemini SE (EPA:CAP) Price Target To €161

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

Aug 23
Capgemini SE's (EPA:CAP) Earnings Are Not Doing Enough For Some Investors

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

Aug 08
Some Investors May Be Willing To Look Past Capgemini's (EPA:CAP) Soft Earnings

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

Jul 31
Is Now An Opportune Moment To Examine Capgemini SE (EPA:CAP)?

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

Jun 25
An Intrinsic Calculation For Capgemini SE (EPA:CAP) Suggests It's 35% Undervalued

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

Jun 12
We Think Capgemini (EPA:CAP) Can Stay On Top Of Its Debt

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

May 29
Here's What To Make Of Capgemini's (EPA:CAP) Decelerating Rates Of Return
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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.

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Aiman Ezzat en comparación con los beneficios de Capgemini?
FechaCompensación totalSalarioIngresos de la empresa
Dec 31 2025€6m€1m

€2b

Sep 30 2025n/an/a

€2b

Jun 30 2025n/an/a

€2b

Mar 31 2025n/an/a

€2b

Dec 31 2024n/an/a

€2b

Sep 30 2024n/an/a

€2b

Jun 30 2024n/an/a

€2b

Mar 31 2024n/an/a

€2b

Dec 31 2023€5m€1m

€2b

Sep 30 2023n/an/a

€2b

Jun 30 2023n/an/a

€2b

Mar 31 2023n/an/a

€2b

Dec 31 2022€5m€1m

€2b

Sep 30 2022n/an/a

€1b

Jun 30 2022n/an/a

€1b

Mar 31 2022n/an/a

€1b

Dec 31 2021€5m€1m

€1b

Sep 30 2021n/an/a

€1b

Jun 30 2021n/an/a

€1b

Mar 31 2021n/an/a

€1b

Dec 31 2020€4m€973k

€957m

Sep 30 2020n/an/a

€868m

Jun 30 2020n/an/a

€779m

Mar 31 2020n/an/a

€818m

Dec 31 2019€3m€936k

€856m

Compensación vs. Mercado: La compensación total ($USD6.97M) de Aiman está en línea con el promedio de empresas de tamaño similar en el mercado French ($USD5.60M).

Compensación vs. Ingresos: La compensación de Aiman ha sido consistente con los resultados de la empresa en el último año.


CEO

Aiman Ezzat (64 yo)

5.9yrs
Permanencia
€5,940,008
Compensación

Mr. Aiman Ezzat is Director of WNS (Holdings) Limited from 2025. Mr. Ezzat serves Chairman of the Board at Altran Technologies S.A. since 2020. Mr. Ezzat serves as Independent Director at L'Air Liquide S.A...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Aiman Ezzat
CEO, Member of Group Executive Board & Director5.9yrs€5.94m0.073%
€ 12.8m
Nivedita Bhagat
Group CFO & Member of Executive Board2.3yrssin datossin datos
Cyril Garcia
Head of Global Sustainability Serv. & Corporate Resp.6.6yrssin datossin datos
Michael Schulte
CEO of Engineering & Member of Executive Boardno datasin datossin datos
Fernando Alvarez
Head of Strategy6.3yrssin datossin datos
Anirban Bose
CEO of the Americas Strategic Business Unit & Member of the Group Executive Board9.2yrssin datossin datos
Franck Greverie
Chief Technology & Portfolio Officer6.3yrssin datossin datos
Kartik Ramakrishnan
CEO of the Financial Services Strategic Business Unit & Member of Executive Boardno datasin datossin datos
Jerome Simeon
Chief Revenue Officer & Head of Global Industries and Member of Group Executive Board1.3yrssin datossin datos
Anne Lebel
Chief Human Resources Officer5.8yrssin datossin datos
Andrea Falleni
CEO of Southern Europe & Member of Executive Board3.3yrssin datossin datos
Roshan Gya
CEO of Northern Europe & Member of Executive Boardno datasin datossin datos
5.9yrs
Permanencia media
57.5yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de CAP es experimentado (5.9 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Aiman Ezzat
CEO, Member of Group Executive Board & Director5.9yrs€5.94m0.073%
€ 12.8m
Sian Herbert-Jones
Independent Director9.9yrs€110.00k0.00059%
€ 103.2k
Paul Hermelin
Non-Executive Chairman of the Board26.3yrs€355.50k0.12%
€ 20.6m
Frederic Oudea
Lead Independent Director & Vice Chairman7.9yrs€133.50k0.00059%
€ 103.2k
Xavier Musca
Independent Director11.9yrs€144.50k0.00059%
€ 103.2k
Patrick Pouyanne
Independent Director8.9yrs€128.00k0.00059%
€ 103.2k
Kurt Sievers
Independent Director4.9yrs€84.50k0.00059%
€ 103.2k
Belen del Prado Lopez-Doriga
Independent Director5.9yrs€86.00k0.00059%
€ 103.2k
Maria Ferraro
Independent Director3.9yrs€97.70k0.00029%
€ 50.7k
Ulrica Fearn
Independent Director2.9yrs€113.00k0.00059%
€ 103.2k
Hervé Jeannin
Director Representing Employees5.9yrs€92.00k0.000010%
€ 1.7k
Pierre Goulaieff
Employee Representative Director4.3yrs€86.00k0.00019%
€ 33.2k
5.9yrs
Permanencia media
62yo
Promedio de edad

Junta con experiencia: La junta directiva de CAP se considera experimentada (5.9 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/04/30 19:30
Precio de las acciones al final del día2026/04/30 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