SeSa (SES) Aperçu de l'action
SeSa S.p.A., avec ses filiales, distribue des logiciels et des technologies de l'information à valeur ajoutée en Italie et à l'étranger. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 1/6 |
| Croissance future | 2/6 |
| Performances passées | 3/6 |
| Santé financière | 5/6 |
| Dividendes | 3/6 |
Récompenses
Analyse des risques
Aucun risque n'a été détecté pour SES à partir de nos contrôles de risques.
SES Community Fair Values
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Analyst Price Targets
SeSa S.p.A. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | €97.05 |
| Plus haut sur 52 semaines | €98.50 |
| Plus bas sur 52 semaines | €65.25 |
| Bêta | 0.91 |
| Variation sur 1 mois | 12.91% |
| Variation sur 3 mois | 29.06% |
| Variation sur 1 an | 20.56% |
| Variation sur 3 ans | -12.41% |
| Variation sur 5 ans | -28.00% |
| Évolution depuis l'introduction en bourse | 802.79% |
Nouvelles et mises à jour récentes
Mise à jour du récit • May 06
SES: Confident 2026 Revenue Guidance Will Support Future Re Rating
Analysts have kept SeSa's fair value estimate steady at €115.50, with a slightly higher assumed discount rate and a modestly higher future P/E of about 20x influencing the latest price target update. What's in the News SeSa confirmed earnings guidance for the year ending 30 April 2026 at the upper end of its previously communicated target range, indicating confidence in its current plan (Key Developments).Mise à jour du récit • Apr 21
SES: Confident 2026 Guidance And Revenue Outlook Will Support Future Re Rating
Analysts are maintaining their price target for SeSa at €115.50, with only small adjustments to assumptions on discount rate, revenue growth, profit margin and future P/E to refine their valuation view. What's in the News SeSa confirms earnings guidance for the year ending April 30, 2026, at the upper end of its previously communicated target range (Key Developments).
Mise à jour du récit • Apr 07
SES: Upper End Guidance And Lower P E Will Support Further Upside
Analysts have maintained SeSa's fair value estimate at €100.00. A lower assumed future P/E of 18.5, along with slightly softer revenue growth and profit margin forecasts, explains the unchanged price target despite minor adjustments to the discount rate.Mise à jour du récit • Mar 24
SES: Confident 2026 Guidance And Stable Margins Will Support Future Re Rating
Analysts have nudged their price target for SeSa from €115.0 to €115.5, reflecting updated assumptions on the discount rate, revenue growth, profit margin and future P/E. What's in the News SeSa S.p.A. updated earnings guidance for the year ending 30 April 2026, keeping expectations at the upper end of its previously communicated target range (Key Developments).Recent updates
Mise à jour du récit • May 06
SES: Confident 2026 Revenue Guidance Will Support Future Re Rating
Analysts have kept SeSa's fair value estimate steady at €115.50, with a slightly higher assumed discount rate and a modestly higher future P/E of about 20x influencing the latest price target update. What's in the News SeSa confirmed earnings guidance for the year ending 30 April 2026 at the upper end of its previously communicated target range, indicating confidence in its current plan (Key Developments).Mise à jour du récit • Apr 21
SES: Confident 2026 Guidance And Revenue Outlook Will Support Future Re Rating
Analysts are maintaining their price target for SeSa at €115.50, with only small adjustments to assumptions on discount rate, revenue growth, profit margin and future P/E to refine their valuation view. What's in the News SeSa confirms earnings guidance for the year ending April 30, 2026, at the upper end of its previously communicated target range (Key Developments).Mise à jour du récit • Apr 07
SES: Upper End Guidance And Lower P E Will Support Further Upside
Analysts have maintained SeSa's fair value estimate at €100.00. A lower assumed future P/E of 18.5, along with slightly softer revenue growth and profit margin forecasts, explains the unchanged price target despite minor adjustments to the discount rate.Mise à jour du récit • Mar 24
SES: Confident 2026 Guidance And Stable Margins Will Support Future Re Rating
Analysts have nudged their price target for SeSa from €115.0 to €115.5, reflecting updated assumptions on the discount rate, revenue growth, profit margin and future P/E. What's in the News SeSa S.p.A. updated earnings guidance for the year ending 30 April 2026, keeping expectations at the upper end of its previously communicated target range (Key Developments).Mise à jour du récit • Mar 10
SES: Updated Discount Rate And Margins Will Support Further Upside Potential
Analysts have trimmed their price target on SeSa from €107 to €100, reflecting updated assumptions around discount rate, revenue growth, profit margin and future P/E. They still view the current valuation as aligned with these revised inputs.Mise à jour du récit • Feb 24
SES: Stable Margins And Steady Outlook Will Support Future Re Rating
Analysts have kept their price target for SeSa steady at €115.00, citing largely unchanged assumptions for revenue growth, profit margins and future P/E, along with only minor refinements to the discount rate in their models. Valuation Changes Fair Value: €115.00 remains unchanged, indicating the core valuation anchor is stable.Mise à jour du récit • Feb 08
SES: Lower Discount Rate And Firm Margins Will Support Re Rating
Analysts have kept their price target for SeSa steady at €115.00, citing largely unchanged assumptions on fair value, revenue growth and profit margins, supported by a slightly lower discount rate and a marginally reduced future P/E outlook. Valuation Changes Fair Value: unchanged at €115.00 per share, indicating no adjustment to the central valuation anchor.Article d’analyse • Feb 05
At €84.10, Is It Time To Put SeSa S.p.A. (BIT:SES) On Your Watch List?
SeSa S.p.A. ( BIT:SES ), might not be a large cap stock, but it received a lot of attention from a substantial price...Mise à jour du récit • Jan 25
SES: Higher Margins And Earnings Multiple Will Support A Re Rating
Narrative Update on SeSa Analysts have raised their price target on SeSa from €109.70 to €115.00, citing updated assumptions for slightly higher revenue growth, profit margins and future P/E, along with a modestly lower discount rate. Valuation Changes Fair Value: The price target moved from €109.70 to €115.00, a modest upward adjustment.Article d’analyse • Jan 22
SeSa (BIT:SES) Seems To Use Debt Quite Sensibly
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Mise à jour du récit • Jan 10
SES: Steady Fair Value And Slight Assumption Tweaks Will Support Upside
Analysts have kept their fair value estimate for SeSa steady at €107.00. The latest price target update mainly reflects small tweaks to discount rate, revenue growth, profit margin, and future P/E assumptions, rather than a change in their overall view of the company.Article d’analyse • Jan 01
We Think SeSa's (BIT:SES) Solid Earnings Are Understated
SeSa S.p.A. ( BIT:SES ) announced a healthy earnings result recently, and the market rewarded it with a strong uplift...Article d’analyse • Dec 21
Analysts Are Updating Their SeSa S.p.A. (BIT:SES) Estimates After Its Second-Quarter Results
It's been a good week for SeSa S.p.A. ( BIT:SES ) shareholders, because the company has just released its latest...Mise à jour du récit • Dec 21
SES: Higher Future Earnings Multiple Will Drive Shares Higher
Analysts have raised their price target on SeSa from €80 to €107, citing slightly lower risk assumptions, stronger expected top line growth, and a higher justified future earnings multiple, despite a largely unchanged profitability outlook. Valuation Changes Fair Value: Increased significantly from €80.0 to €107.0 per share.Article d’analyse • Oct 04
SeSa S.p.A. (BIT:SES) Shares Could Be 24% Above Their Intrinsic Value Estimate
Key Insights SeSa's estimated fair value is €74.40 based on 2 Stage Free Cash Flow to Equity Current share price of...Article d’analyse • Sep 17
SeSa (BIT:SES) Will Pay A Dividend Of €1.00
SeSa S.p.A.'s ( BIT:SES ) investors are due to receive a payment of €1.00 per share on 24th of September. Including...Article d’analyse • Sep 14
SeSa S.p.A. (BIT:SES) Released Earnings Last Week And Analysts Lifted Their Price Target To €119
Shareholders of SeSa S.p.A. ( BIT:SES ) will be pleased this week, given that the stock price is up 19% to €87.85...Article d’analyse • Sep 10
At €75.65, Is SeSa S.p.A. (BIT:SES) Worth Looking At Closely?
SeSa S.p.A. ( BIT:SES ), might not be a large cap stock, but it saw a double-digit share price rise of over 10% in the...Article d’analyse • Aug 23
SeSa (BIT:SES) Has A Somewhat Strained Balance Sheet
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Article d’analyse • Aug 04
Slowing Rates Of Return At SeSa (BIT:SES) Leave Little Room For Excitement
There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...Article d’analyse • Jul 21
SeSa's (BIT:SES) Dividend Will Be €1.00
The board of SeSa S.p.A. ( BIT:SES ) has announced that it will pay a dividend of €1.00 per share on the 24th of...Article d’analyse • Jun 11
What Does SeSa S.p.A.'s (BIT:SES) Share Price Indicate?
SeSa S.p.A. ( BIT:SES ), might not be a large cap stock, but it led the BIT gainers with a relatively large price hike...Article d’analyse • May 27
SeSa S.p.A.'s (BIT:SES) Intrinsic Value Is Potentially 73% Above Its Share Price
Key Insights SeSa's estimated fair value is €147 based on 2 Stage Free Cash Flow to Equity Current share price of...Article d’analyse • May 08
SeSa S.p.A. (BIT:SES) Stock Rockets 32% As Investors Are Less Pessimistic Than Expected
SeSa S.p.A. ( BIT:SES ) shares have had a really impressive month, gaining 32% after a shaky period beforehand. Not all...Article d’analyse • Apr 21
SeSa (BIT:SES) Takes On Some Risk With Its Use Of Debt
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Article d’analyse • Apr 03
Be Wary Of SeSa (BIT:SES) And Its Returns On Capital
To find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...Article d’analyse • Mar 16
€139: That's What Analysts Think SeSa S.p.A. (BIT:SES) Is Worth After Its Latest Results
Shareholders of SeSa S.p.A. ( BIT:SES ) will be pleased this week, given that the stock price is up 12% to €77.85...
Nouveau récit • Mar 11
Digital Green Acquisitions Expected To Strengthen Business From 2025
Strategic acquisitions and focus on high-margin sectors like Business Services are projected to significantly enhance growth and profitability.Article d’analyse • Feb 13
SeSa S.p.A. (BIT:SES) Shares Could Be 46% Below Their Intrinsic Value Estimate
Key Insights Using the 2 Stage Free Cash Flow to Equity, SeSa fair value estimate is €134 Current share price of €71.50...Article d’analyse • Jan 05
SeSa S.p.A.'s (BIT:SES) Share Price Is Still Matching Investor Opinion Despite 27% Slump
To the annoyance of some shareholders, SeSa S.p.A. ( BIT:SES ) shares are down a considerable 27% in the last month...Article d’analyse • Oct 14
SeSa S.p.A.'s (BIT:SES) Shareholders Might Be Looking For Exit
SeSa S.p.A.'s ( BIT:SES ) price-to-earnings (or "P/E") ratio of 18x might make it look like a sell right now compared...Article d’analyse • Sep 21
SeSa (BIT:SES) Is Paying Out A Dividend Of €1.00
SeSa S.p.A. ( BIT:SES ) will pay a dividend of €1.00 on the 25th of September. Including this payment, the dividend...Article d’analyse • Sep 14
Here's What Analysts Are Forecasting For SeSa S.p.A. (BIT:SES) After Its First-Quarter Results
It's been a good week for SeSa S.p.A. ( BIT:SES ) shareholders, because the company has just released its latest...Article d’analyse • Sep 06
The Returns At SeSa (BIT:SES) Aren't Growing
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Article d’analyse • Sep 06
SeSa's (BIT:SES) Dividend Will Be €1.00
The board of SeSa S.p.A. ( BIT:SES ) has announced that it will pay a dividend of €1.00 per share on the 25th of...Article d’analyse • Jul 19
Is It Too Late To Consider Buying SeSa S.p.A. (BIT:SES)?
SeSa S.p.A. ( BIT:SES ), is not the largest company out there, but it received a lot of attention from a substantial...Article d’analyse • Jul 01
An Intrinsic Calculation For SeSa S.p.A. (BIT:SES) Suggests It's 21% Undervalued
Key Insights The projected fair value for SeSa is €146 based on 2 Stage Free Cash Flow to Equity SeSa is estimated to...Article d’analyse • Jun 16
We Think SeSa (BIT:SES) Can Stay On Top Of Its Debt
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Article d’analyse • May 08
Slowing Rates Of Return At SeSa (BIT:SES) Leave Little Room For Excitement
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...Article d’analyse • Mar 18
The SeSa S.p.A. (BIT:SES) Second-Quarter Results Are Out And Analysts Have Published New Forecasts
Last week, you might have seen that SeSa S.p.A. ( BIT:SES ) released its quarterly result to the market. The early...Article d’analyse • Mar 06
Is It Too Late To Consider Buying SeSa S.p.A. (BIT:SES)?
SeSa S.p.A. ( BIT:SES ), is not the largest company out there, but it saw a double-digit share price rise of over 10...Article d’analyse • Feb 14
SeSa (BIT:SES) Seems To Use Debt Quite Sensibly
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Article d’analyse • Jan 25
Subdued Growth No Barrier To SeSa S.p.A.'s (BIT:SES) Price
When close to half the companies in Italy have price-to-earnings ratios (or "P/E's") below 14x, you may consider SeSa...Article d’analyse • Dec 22
Analysts Have Made A Financial Statement On SeSa S.p.A.'s (BIT:SES) Second-Quarter Report
It's been a good week for SeSa S.p.A. ( BIT:SES ) shareholders, because the company has just released its latest...Article d’analyse • Dec 09
SeSa S.p.A. (BIT:SES) Shares Could Be 21% Above Their Intrinsic Value Estimate
Key Insights Using the 2 Stage Free Cash Flow to Equity, SeSa fair value estimate is €90.20 Current share price of €109...Article d’analyse • Nov 20
Returns Are Gaining Momentum At SeSa (BIT:SES)
What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...Article d’analyse • Nov 03
SeSa (BIT:SES) 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...Article d’analyse • Sep 27
Should You Investigate SeSa S.p.A. (BIT:SES) At €96.15?
SeSa S.p.A. ( BIT:SES ), might not be a large cap stock, but it received a lot of attention from a substantial price...Rendement pour les actionnaires
| SES | IT Electronic | IT Marché | |
|---|---|---|---|
| 7D | 4.7% | 4.1% | -0.4% |
| 1Y | 20.6% | 22.5% | 19.7% |
Rendement vs Industrie: SES a sous-performé le secteur Italian Electronic qui a rapporté 22.5 % au cours de l'année écoulée.
Rendement vs marché: SES correspond au marché Italian qui a rapporté 19.7 % au cours de l'année écoulée.
Volatilité des prix
| SES volatility | |
|---|---|
| SES Average Weekly Movement | 4.3% |
| Electronic Industry Average Movement | 5.4% |
| Market Average Movement | 5.2% |
| 10% most volatile stocks in IT Market | 8.8% |
| 10% least volatile stocks in IT Market | 3.3% |
Cours de l'action stable: SES n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché Italian.
Volatilité au fil du temps: La volatilité hebdomadaire de SES ( 4% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1973 | 6,749 | Alessandro Fabbroni | www.sesa.it |
SeSa S.p.A., avec ses filiales, distribue des logiciels et des technologies de l'information à valeur ajoutée en Italie et à l'étranger. Elle opère à travers quatre segments : Corporate, Distribution à valeur ajoutée, Intégration de logiciels et de systèmes, et Services aux entreprises. La société fournit des solutions technologiques, des services numériques et des applications d'entreprise ; des services de technologie en nuage, de cybersécurité, des solutions propriétaires ERP et verticales, des plateformes d'entreprise, des espaces de travail numériques, des données/IA et des expériences numériques ; et des plateformes numériques, des applications bancaires verticales et des solutions de sécurité et de conseil.
SeSa S.p.A. Résumé des fondamentaux
| SES statistiques fondamentales | |
|---|---|
| Capitalisation boursière | €1.47b |
| Bénéfices(TTM) | €68.25m |
| Recettes(TTM) | €3.53b |
21.6x
Ratio P/E0.4x
Ratio P/SLe site SES est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| SES compte de résultat (TTM) | |
|---|---|
| Recettes | €3.53b |
| Coût des recettes | €3.28b |
| Marge brute | €248.27m |
| Autres dépenses | €180.02m |
| Les revenus | €68.25m |
Derniers bénéfices déclarés
Jan 31, 2026
Prochaine date de publication des résultats
Jul 16, 2026
| Résultat par action (EPS) | 4.49 |
| Marge brute | 7.03% |
| Marge bénéficiaire nette | 1.93% |
| Ratio dettes/capitaux propres | 103.4% |
Quelles ont été les performances à long terme de SES?
Voir les performances historiques et les comparaisonsDividendes
1.0%
Rendement actuel des dividendes23%
Ratio de distributionAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/01 03:30 |
| Cours de l'action en fin de journée | 2026/05/29 00:00 |
| Les revenus | 2026/01/31 |
| Revenus annuels | 2025/04/30 |
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.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* 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
SeSa S.p.A. est couverte par 10 analystes. 4 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.
| Analyste | Institution |
|---|---|
| Michele Baldelli | BNP Paribas |
| Luigi De Bellis | Equita SIM S.p.A. |
| Aleksandra Arsova | Equita SIM S.p.A. |