Endava plc

Informe acción NYSE:DAVA

Capitalización de mercado: US$148.0m

Endava Resultados de beneficios anteriores

Pasado controles de criterios 0/6

Los beneficios de Endava han disminuido a una tasa media anual de -53.7%, mientras que en la industria IT los beneficios crecieron en un 9.1% anualmente. Los ingresos han ido creciendo a una tasa media de 8.3% al año.

Información clave

-53.66%

Tasa de crecimiento de los beneficios

-55.10%

Tasa de crecimiento del BPA

Crecimiento de la industria IT 22.43%
Tasa de crecimiento de los ingresos8.34%
Rentabilidad financiera-236.53%
Margen neto-56.12%
Última actualización de beneficios31 Mar 2026

Actualizaciones de resultados anteriores recientes

Recent updates

Actualización de narrativa Jun 08

DAVA: AI Delivery And Payments Partnership Will Offset Execution Concerns

Narrative Update on Endava The analyst price target for Endava has moved from about $5.00 to about $3.50, as analysts factor in weaker fiscal Q3 results, reduced outlooks, and concerns about elongated deal cycles and revenue predictability. Analyst Commentary Recent Street research around Endava has turned more cautious as analysts react to fiscal Q3 results that came in below management's outlook, along with further reductions to forward guidance.
Seeking Alpha Jun 04

Endava: Execution Needs To Improve Before This Is A Buy (Rating Downgrade)

Summary Endava PLC is downgraded to hold as the anticipated H2 2026 recovery has not materialized and execution remains challenged. Q3 2026 revenue declined 8.4% y/y, with adjusted profit before tax margin dropping to 1.8% from 12.6%, reflecting weak pipeline conversion and profitability. AI-driven business is scaling rapidly, now 15% of revenue with higher margins, but not yet sufficient to offset legacy business weakness. DAVA trades at 3.8x NTM P/E, but market confidence in revenue conversion and margin recovery remains low, warranting a wait-and-see approach. Read the full article on Seeking Alpha
Actualización de narrativa May 25

DAVA: AI Partnerships And Delivery Improvements Will Support Future Turnaround Execution

Narrative Update on Endava Analysts have cut Endava's fair value estimate from about $8.56 to $6.51, reflecting lower price targets in the $4 to $5 range after repeated earnings misses, outlook cuts, mounting demand pressures, and ongoing questions around revenue predictability and delivery execution. Analyst Commentary Recent Street research on Endava has turned more cautious, with multiple firms cutting price targets and at least one high profile downgrade.
Actualización de narrativa May 05

DAVA: AI Partnerships And Share Buybacks Will Support Future Turnaround Execution

Narrative Update on Endava Analysts have trimmed their price targets on Endava by up to $2, with recent cuts to $9 and $6.50 reflecting updated views on fair value and future P/E. They also point to 2Q26 results as broadly in line with plans and note a slightly higher full year 2026 constant currency outlook.
Actualización de narrativa Apr 20

DAVA: Buybacks And AI Investments Will Offset Softer Near Term Outlook

Narrative Update on Endava The updated analyst price target for Endava has shifted lower in recent weeks, with moves such as TD Cowen trimming its target to $6.50 and JPMorgan to $9. Analysts are factoring in a slightly softer growth outlook, a lower future P/E assumption, and the effects of foreign exchange and investment spending on near term results.
Actualización de narrativa Apr 06

DAVA: Shares Will Recover As Buybacks Offset Cautious Revenue Outlook

Narrative Update on Endava Analysts have trimmed their price targets on Endava, with one key target moving from $8.00 to $6.50. This reflects updated views on softer revenue growth assumptions, a lower forward P/E, and slightly better expected profitability after recent earnings and guidance.
Actualización de narrativa Mar 23

DAVA: FY26 Outlook And AI Partnerships Will Support Future Re Rating Potential

Endava's fair value estimate has been adjusted lower by about $0.64 to $15.72 as analysts factor in reduced price targets, including cuts to $6.50 and $9, while acknowledging recent results that broadly tracked expectations and modest guidance updates. Analyst Commentary Recent research on Endava presents a mixed picture, but there are several elements that more optimistic voices highlight as constructive for the story, even as headline price targets have been reset lower.
Actualización de narrativa Mar 08

DAVA: Future Execution On AI Partnerships And FY26 Guidance Will Drive Re Rating Potential

Analysts have adjusted their average price target on Endava to a range of $6.50 to $9, reflecting updated fair value estimates and higher discount rates, while acknowledging recent guidance changes and mixed quarterly outlooks driven by foreign exchange and investment spending. Analyst Commentary Recent Street research on Endava points to a more cautious but still constructive setup, with price targets reset into the US$6.50 to US$9 band and expectations aligned more tightly with current guidance.
Actualización de narrativa Feb 22

DAVA: Shares Will Recover As Earnings Reset And Buybacks Support Upside Potential

Analysts have trimmed their Endava price targets, with recent cuts such as $10 to $9 and other reductions contributing to a lower fair value estimate and updated assumptions on discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Recent Street research on Endava reflects a more cautious stance, with price targets being reset lower and ratings held at neutral rather than skewing positive.
Actualización de narrativa Feb 08

DAVA: Generative AI Partnerships Will Support Future Turnaround Despite Execution Concerns

Narrative Update on Endava Analysts have trimmed their price target on Endava to US$8 from US$10, citing missed growth guidance, softer performance tied to client credit issues and pipeline conversion, and a view that a recovery in growth now looks more challenging and could keep the shares under pressure in the near term. Analyst Commentary Recent research updates on Endava focus heavily on the reset in expectations after the company missed its previously stated growth guidance and issued another quarter of what analysts describe as disappointing guidance.
Actualización de narrativa Jan 25

DAVA: Future Execution On Client Credit And Pipeline Conversion Will Drive Re Rating Potential

Analysts have trimmed their Endava price target to $8 from $10, citing missed growth guidance, softer performance tied to client credit issues, and weaker pipeline conversion. They expect these factors to weigh on near term recovery prospects.
Artículo de análisis Jan 10

Is Endava (NYSE:DAVA) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Actualización de narrativa Jan 10

DAVA: Future Execution On Client Credit And Pipeline Issues Will Reset Expectations

Analysts cut their price target on Endava by more than half to about US$17 from roughly US$37 after weaker growth guidance, ongoing client credit and pipeline conversion issues, and lower future P/E assumptions led them to reset expectations. Analyst Commentary Recent research has highlighted a tougher backdrop for Endava, with weaker growth guidance and softer client activity weighing on near term expectations.
Actualización de narrativa Dec 25

DAVA: Shares Are Expected To Recover As Client Credit Pressures Ease

Endava's analyst price target has been cut from $10 to $8 as analysts point to missed growth guidance, ongoing pressure from client credit issues and weak pipeline conversion, and a more challenging setup for a near term growth recovery. Analyst Commentary Bearish analysts are signaling a more cautious stance on Endava, citing a combination of weaker than expected execution and an increasingly uncertain growth outlook.
Actualización de narrativa Dec 11

DAVA: Generative AI Partnerships Will Support Future Recovery Despite Guidance Reset

Analysts have reduced their price target on Endava, cutting it by approximately $3 to reflect missed growth guidance, persistent pressure on the outlook, and a more challenging setup for a near term recovery in client demand and pipeline conversion. Analyst Commentary Bullish Takeaways Bullish analysts see the reset in growth expectations and price targets as potentially de-risking the valuation, limiting downside if execution stabilizes from here.
Artículo de análisis Dec 08

What You Can Learn From Endava plc's (NYSE:DAVA) P/E After Its 28% Share Price Crash

Endava plc ( NYSE:DAVA ) shareholders that were waiting for something to happen have been dealt a blow with a 28% share...
Actualización de narrativa Nov 27

DAVA: Expanding Generative AI Partnerships Will Support A Stronger Long-Term Outlook

Endava's analyst price target has been reduced significantly. Recent adjustments reflect a new average valuation near $8 to $11, down from previous expectations.
Actualización de narrativa Nov 12

DAVA: Investments In Gen AI And Partnerships Will Drive Long-Term Opportunity

Analysts have lowered their price target for Endava from $17 to $11, citing ongoing challenges for near-term growth and margin pressure. This comes despite optimism around the company's investments in Gen AI and partnerships.
Artículo de análisis Nov 05

Is Endava plc (NYSE:DAVA) Potentially Undervalued?

Endava plc ( NYSE:DAVA ), might not be a large cap stock, but it received a lot of attention from a substantial price...
Actualización de narrativa Oct 29

Long-Term AI Investment Will Drive Revenue Diversification Despite Transitional Year

Narrative Update on Endava Analysts have reduced their price target for Endava from $17 to $11. They cite a cautious FY26 growth outlook and anticipated near-term margin pressures, despite optimism for long-term benefits from Gen AI investments.
Actualización de narrativa Oct 15

AI Capabilities Like Morpheus And Compass Will Leverage Digital Shift For Market Expansion

Analysts have reduced their price target for Endava from $17 to $11. They cite increased near-term margin pressures and a more cautious growth outlook, despite ongoing investments in Gen AI and partnerships.
Actualización de narrativa Sep 06

AI Capabilities Like Morpheus And Compass Will Leverage Digital Shift For Market Expansion

Endava’s price target has been cut from $23.49 to $18.93 due to delayed client IT spending amid macroeconomic and sector headwinds, compounded by near-term growth and margin pressures that outweigh long-term strategic positives. Analyst Commentary Elevated macroeconomic uncertainty and trade concerns are resulting in delayed client IT investments and a cautious demand environment.
Actualización de narrativa Aug 19

AI Capabilities Like Morpheus And Compass Will Leverage Digital Shift For Market Expansion

Despite ongoing sector headwinds and cautious client spending, analysts believe consensus estimates are now de-risked—implying limited downside and possible upside if demand stabilizes—leading to a raised fair value price target for Endava from $22.91 to $24.16. Analyst Commentary Persistent industry underperformance relative to the S&P 500 linked to heightened investor expectations and subsequent disappointment post-year-end rally.
Artículo de análisis Aug 13

Does Endava (NYSE:DAVA) Have A Healthy Balance Sheet?

NYSE:DAVA 1 Year Share Price vs Fair Value Explore Endava's Fair Values from the Community and select yours Howard...
Artículo de análisis Jul 26

Endava plc's (NYSE:DAVA) Intrinsic Value Is Potentially 91% Above Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, Endava fair value estimate is US$28.54 Endava's US$14.95 share...
Artículo de análisis Jun 18

Why Investors Shouldn't Be Surprised By Endava plc's (NYSE:DAVA) P/E

Endava plc's ( NYSE:DAVA ) price-to-earnings (or "P/E") ratio of 36.3x might make it look like a strong sell right now...
Artículo de análisis Jun 02

Why Endava plc (NYSE:DAVA) Could Be Worth Watching

Endava plc ( NYSE:DAVA ), is not the largest company out there, but it received a lot of attention from a substantial...
Artículo de análisis May 18

Results: Endava plc Beat Earnings Expectations And Analysts Now Have New Forecasts

There's been a major selloff in Endava plc ( NYSE:DAVA ) shares in the week since it released its third-quarter report...
Artículo de análisis Apr 16

Endava (NYSE:DAVA) Has A Pretty Healthy Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Artículo de análisis Mar 29

Endava plc (NYSE:DAVA) Shares Could Be 28% Below Their Intrinsic Value Estimate

Key Insights The projected fair value for Endava is US$27.67 based on 2 Stage Free Cash Flow to Equity Current share...
Seeking Alpha Mar 28

Endava: Mispriced Today, Repositioned For Tomorrow

Summary Endava Plc is transforming from a mid-tier services firm to an AI-native enterprise enabler, presenting a significant investment opportunity. Despite a tough FY24, Endava's pivot to higher-value work and expansion in North America signal a strong growth trajectory. The stock is undervalued, trading at a significant discount compared to peers, with potential for a 30-50% rise in the next 12 months. Key risks include client concentration, cash flow pressure, wage inflation, and integration of recent acquisitions, but the upside potential outweighs these concerns. Read the full article on Seeking Alpha
Artículo de análisis Mar 11

Investors Don't See Light At End Of Endava plc's (NYSE:DAVA) Tunnel And Push Stock Down 35%

Endava plc ( NYSE:DAVA ) shareholders won't be pleased to see that the share price has had a very rough month, dropping...
Seeking Alpha Jan 09

Endava PLC: Long-Term Growth Potential Is The Key Focus

Summary I reiterate my buy rating for Endava PLC stock due to its strong long-term growth potential, despite near-term macroeconomic challenges. DAVA's strategic initiatives in core modernization and Gen-AI adoption, supported by proprietary tools Morpheus and Compass, position it well for future growth. Near-term growth may be weak, but I expect DAVA to achieve 20% growth over the next two years as AI investments ramp up. Risks include project delays, talent retention challenges, and rising wage inflation, but the potential upside for DAVA remains significant. Read the full article on Seeking Alpha
Artículo de análisis Jan 07

Is Endava (NYSE:DAVA) Using Too Much Debt?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Artículo de análisis Nov 27

Endava (NYSE:DAVA) Will Be Hoping To Turn Its Returns On Capital Around

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
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Nueva narrativa Nov 21

AI-Driven Innovation And Critical Partnerships Propel Company Towards Digital Transformation Success

Strategic focus on AI and core modernization could increase revenue from complex transformation programs and improve operational efficiencies.
Artículo de análisis Nov 11

Is Now The Time To Look At Buying Endava plc (NYSE:DAVA)?

Endava plc ( NYSE:DAVA ), might not be a large cap stock, but it saw a decent share price growth of 12% on the NYSE...
Artículo de análisis Oct 29

Is There An Opportunity With Endava plc's (NYSE:DAVA) 31% Undervaluation?

Key Insights Endava's estimated fair value is US$35.65 based on 2 Stage Free Cash Flow to Equity Endava's US$24.60...
Seeking Alpha Oct 28

Endava: Mr. Market May Again Assign DAVA A Hefty Multiple

Summary Endava plc, a London-based IT solutions company, has faced a 6.8% revenue decline in FY24 but remains free cash flow positive. The IT services industry is growing, driven by digital transformation, AI, and cloud computing, with Endava positioned as a key enabler. Despite short-term challenges, Endava's strong culture, low attrition, and founder-led management provide a competitive edge and potential for long-term growth. Endava's valuation suggests significant upside, with potential for a doubling of the share price if growth and margins improve as expected. Read the full article on Seeking Alpha
Seeking Alpha Oct 13

Endava: Management Is Also Responsible For Value Deterioration

Summary Endava faces a temporary slowdown and higher operating costs but offers high potential returns if demand rebounds, warranting a "Hold" recommendation. The company specializes in digital strategy and software engineering, with a significant client base in the financial sector, notably Mastercard. Management’s capital allocation and cost decisions have led to value destruction, with a significant decline in EPS and free cash flow. Despite challenges, conservative estimates and a CEO with significant ownership suggest potential, but management improvements are crucial for shareholder value. Read the full article on Seeking Alpha
Artículo de análisis Oct 13

Positive Sentiment Still Eludes Endava plc (NYSE:DAVA) Following 26% Share Price Slump

The Endava plc ( NYSE:DAVA ) share price has fared very poorly over the last month, falling by a substantial 26%. For...
Artículo de análisis Sep 22

Endava plc Just Missed Earnings - But Analysts Have Updated Their Models

One of the biggest stories of last week was how Endava plc ( NYSE:DAVA ) shares plunged 20% in the week since its...

Desglose de ingresos y gastos

Cómo gana y gasta dinero Endava. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

NYSE:DAVA Ingresos, gastos y beneficios (GBP Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Mar 26728-4081560
31 Dec 25744-31540
30 Sep 25755111580
30 Jun 25772211600
31 Mar 25780181610
31 Dec 2475961640
30 Sep 2474771570
30 Jun 24741171550
31 Mar 24736421510
31 Dec 23765681450
30 Sep 23787751460
30 Jun 23795941490
31 Mar 23785981460
31 Dec 22751941420
30 Sep 22703941330
30 Jun 22655831220
31 Mar 22608721130
31 Dec 21551651050
30 Sep 2149957930
30 Jun 2144643870
31 Mar 2140334840
31 Dec 2038335790
30 Sep 2036414770
01 Jul 2035120770
31 Mar 2033724740
31 Dec 1931815710
30 Sep 1930436680
30 Jun 1928824660
31 Mar 1927321610
31 Dec 1825819580
30 Sep 1823616510
30 Jun 1821819460
31 Mar 1819918370
30 Jun 1715917270
30 Jun 1611517200
30 Jun 15841410

Ingresos de calidad: DAVA actualmente no es rentable.

Margen de beneficios creciente: DAVA actualmente no es rentable.


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: DAVA no es rentable, y las pérdidas han aumentado en los últimos 5 años a un ritmo de 53.7% al año.

Acelerando crecimiento: No se puede comparar el crecimiento de los beneficios de DAVA en el último año con su promedio de 5 años, ya que actualmente no es rentable.

Beneficios vs. Industria: DAVA no es rentable, por lo que resulta difícil comparar el crecimiento de sus beneficios en el último año con el de la industria IT (2%).


Rentabilidad financiera

Alta ROE: DAVA tiene una rentabilidad financiera negativa (-236.53%), ya que actualmente no es rentable.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/16 14:10
Precio de las acciones al final del día2026/06/16 00:00
Beneficios2026/03/31
Ingresos anuales2025/06/30

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

Endava plc está cubierta por 14 analistas. 9 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
Tyler DuPontBofA Global Research
Christopher SvenssonDeutsche Bank
Yu LeeGuggenheim Securities, LLC