Kingdee International Software Group Company Limited

SEHK:268 Rapport sur les actions

Capitalisation boursière : HK$27.5b

Kingdee International Software Group Résultats passés

Passé contrôle des critères 2/6

Kingdee International Software Group a connu une croissance annuelle moyenne de ses bénéfices de 34.3%, tandis que le secteur Software a vu ses bénéfices augmenter de en hausse à 31% par an. Les revenus ont augmenté de en hausse à un taux moyen de 13.6% par an. Le rendement des capitaux propres de Kingdee International Software Group est 0.9% et ses marges nettes sont de 1.3%.

Informations clés

34.29%

Taux de croissance des bénéfices

35.15%

Taux de croissance du BPA

Software Croissance de l'industrie23.46%
Taux de croissance des recettes13.60%
Rendement des fonds propres0.90%
Marge nette1.33%
Dernière mise à jour des bénéfices31 Dec 2025

Mises à jour récentes des performances passées

Article d’analyse 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

Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
Article d’analyse 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...
Nouveau récit 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?
Mise à jour du récit 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.
Mise à jour du récit 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).
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
User avatar
Nouveau récit 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.
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...

Ventilation des recettes et des dépenses

Comment Kingdee International Software Group gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.


Historique des gains et des recettes

SEHK:268 Recettes, dépenses et bénéfices (CNY Millions )
DateRecettesLes revenusDépenses G+ADépenses de R&D
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

Des revenus de qualité: 268 a un important ponctuel perte de CN¥97.8M impactant ses 12 derniers mois de résultats financiers à 31st December, 2025.

Augmentation de la marge bénéficiaire: 268 est devenu rentable dans le passé.


Analyse des flux de trésorerie disponibles par rapport aux bénéfices


Analyse de la croissance passée des bénéfices

Tendance des revenus: 268 est devenue rentable au cours des 5 dernières années, augmentant ses bénéfices de 34.3% par an.

Accélération de la croissance: 268 est devenu rentable au cours de l'année dernière, ce qui rend le taux de croissance des bénéfices difficile à comparer à sa moyenne sur 5 ans.

Bénéfices par rapport au secteur d'activité: 268 est devenue rentable au cours de l'année dernière, ce qui rend difficile la comparaison de sa croissance des bénéfices de l'année écoulée avec celle du secteur Software ( -7.6% ).


Rendement des fonds propres

ROE élevé: Le retour sur capitaux propres de 268 ( 0.9% ) est considéré comme faible.


Rendement des actifs


Rendement des capitaux employés


Découvrir des entreprises performantes dans le passé

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/22 18:28
Cours de l'action en fin de journée2026/05/22 00:00
Les revenus2025/12/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Kingdee International Software Group Company Limited est couverte par 34 analystes. 19 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

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