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Magic Software Enterprises Performance degli utili passati
Criteri Il passato verificati 4/6
Magic Software Enterprises ha registrato una crescita degli utili a un tasso medio annuo di 10.4%, mentre il settore Software ha registrato utili in crescita a un tasso medio annuo di 22.4%. I ricavi sono stati in crescita a un tasso medio annuo di 7.6%. Il ritorno sul capitale proprio di Magic Software Enterprises è 15.7% e ha margini netti di 6.6%.
Informazioni chiave
10.43%
Tasso di crescita degli utili
10.45%
Tasso di crescita dell'EPS
| Software Crescita del settore | 17.33% |
| Tasso di crescita dei ricavi | 7.55% |
| Rendimento del capitale proprio | 15.73% |
| Margine netto | 6.61% |
| Ultimo aggiornamento sugli utili | 30 Sep 2025 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Aggiornamento della narrazione • Aug 15
Merger With Matrix Will Expand Offerings And Strengthen Market Presence
Analysts have raised their price target for Magic Software Enterprises to $18.00, citing better-than-expected revenue growth and improved operational outlook despite some margin pressure. Analyst Commentary Top-line growth exceeded both internal and consensus estimates.Seeking Alpha • Aug 14
Magic Software: Expecting A Reversal Of Negative Mix In Q4
Summary Magic Software delivered solid revenue growth, particularly in Israel, driven by project-based demand, with North America showing a return to even organic growth. Profit growth was temporarily hindered by a negative revenue mix, but a rebound is expected in Q4 as higher-margin software sales pick up. The company raised revenue guidance due to a strong project pipeline. Valuation is in line with parent/peer and sprawling holding company Asseco, trading at a fair ~25-27x PE. It's in line with its own historical midpoint multiple as well. Read the full article on Seeking AlphaArticolo di analisi • Nov 20
Magic Software Enterprises Ltd. Just Missed Earnings - But Analysts Have Updated Their Models
Last week, you might have seen that Magic Software Enterprises Ltd. ( NASDAQ:MGIC ) released its third-quarter result...
Nuova narrazione • Sep 19
Theoris, Inc Acquisition And Digital Focus Set To Revolutionize Revenue And Market Dominance
Acquisition of Theoris, Inc. and an improving U.S. economy bolster Magic Software Enterprises' service offerings and client base, driving revenue growth.Seeking Alpha • Jul 05
Magic Software: Near-Term Alpha, Long-Term Underperformance
Summary Magic Software (MGIC) is expected to rise significantly due to its high dividend yield and undervaluation, but it is unlikely to outperform the market over the long term. Magic's low-code development and Industry 4.0 solutions position it well for digital transformation trends despite risks from industry competition and dependency on key clients. Magic's resilient FCF, conservative growth forecasts, and current undervaluation present a buying opportunity, projecting a stock price of $16.11 by December 2025, implying a 35% CAGR. Read the full article on Seeking AlphaSeeking Alpha • Apr 03
The Bear's Case For Magic Software Enterprises
Summary Magic Software Enterprises has enjoyed historic growth, but that growth has slowed, demonstrated by its previous quarterly earnings report. The company's most recent quarterly earnings showed weaknesses to its business, and it will not be able to overcome new challenges in my opinion. Economic risks, geopolitical issues, and a decline in business will hamper Magic Software Enterprises into 2024 and beyond. Read the full article on Seeking AlphaArticolo di analisi • Mar 20
Investors Can Find Comfort In Magic Software Enterprises' (NASDAQ:MGIC) Earnings Quality
Magic Software Enterprises Ltd.'s ( NASDAQ:MGIC ) stock was strong despite it releasing a soft earnings report last...Articolo di analisi • Mar 15
Is It Too Late To Consider Buying Magic Software Enterprises Ltd. (NASDAQ:MGIC)?
Magic Software Enterprises Ltd. ( NASDAQ:MGIC ), might not be a large cap stock, but it saw a significant share price...Articolo di analisi • Nov 10
Is It Too Late To Consider Buying Magic Software Enterprises Ltd. (NASDAQ:MGIC)?
Magic Software Enterprises Ltd. ( NASDAQ:MGIC ), is not the largest company out there, but it saw significant share...Articolo di analisi • Oct 26
Is Magic Software Enterprises (NASDAQ:MGIC) Using Too Much Debt?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Articolo di analisi • Aug 28
Magic Software Enterprises (NASDAQ:MGIC) Will Pay A Larger Dividend Than Last Year At $0.327
Magic Software Enterprises Ltd.'s ( NASDAQ:MGIC ) dividend will be increasing from last year's payment of the same...Articolo di analisi • Jul 26
Is There Now An Opportunity In Magic Software Enterprises Ltd. (NASDAQ:MGIC)?
Magic Software Enterprises Ltd. ( NASDAQ:MGIC ), might not be a large cap stock, but it received a lot of attention...Articolo di analisi • Mar 15
Should You Think About Buying Magic Software Enterprises Ltd. (NASDAQ:MGIC) Now?
Magic Software Enterprises Ltd. ( NASDAQ:MGIC ), might not be a large cap stock, but it saw significant share price...Articolo di analisi • Nov 04
Is Now An Opportune Moment To Examine Magic Software Enterprises Ltd. (NASDAQ:MGIC)?
While Magic Software Enterprises Ltd. ( NASDAQ:MGIC ) might not be the most widely known stock at the moment, it saw...Articolo di analisi • Sep 01
Magic Software Enterprises (NASDAQ:MGIC) Could Easily Take On More Debt
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Seeking Alpha • Aug 26
Magic Software goes ex-dividend on Monday
Magic Software (NASDAQ:MGIC) had declared $0.29/share semi-annual dividend, 34.3% increase from prior dividend of $0.22. Payable Sept. 13; for shareholders of record Aug. 30; ex-div Aug. 29. See MGIC Dividend Scorecard, Yield Chart, & Dividend Growth.Seeking Alpha • Aug 10
Magic Software Q2 2022 Earnings Preview
Magic Software (NASDAQ:MGIC) is scheduled to announce Q2 earnings results on Thursday, August 11th, before market open. The consensus EPS Estimate is $0.27 (+17.4% Y/Y) and the consensus Revenue Estimate is $131.7M (+10.5% Y/Y). Over the last 2 years, MGIC has beaten EPS estimates 100% of the time and has beaten revenue estimates 100% of the time. Over the last 3 months, EPS estimates have seen 1 upward revision and 1 downward. Revenue estimates have seen 0 upward revisions and 1 downward.Seeking Alpha • May 15
Magic Software Continues To Create Revenue Platforms In Resilient Industries
Magic Software has about 80% of its revenue coming from long-term engagements with current clients. Growth is being driven by the signing of contracts with new clients primarily in healthcare and defense. These resilient industries are creating an attractive revenue platform for the company, and the cash generation drivers continue to fire. The company continues to be a nice mid-cap tech exposure, but it's beginning to trade too dearly for us high conviction investors to be interested.Articolo di analisi • Mar 05
Magic Software Enterprises (NASDAQ:MGIC) Is Increasing Its Dividend To US$0.22
Magic Software Enterprises Ltd. ( NASDAQ:MGIC ) will increase its dividend on the 7th of April to US$0.22. This makes...Seeking Alpha • Mar 03
Magic's Growth Strengthens Asseco Case, But Receivables Are Bloating
We follow Magic Software because it's held by Asseco Poland, one of our favourite Eastern European companies that has sold off over the Russia-Ukraine conflict. It continues to deliver strong organic growth and generate a lot of repeat business. While professional services is growing in the mix, and we'd prefer strength in the software side, Magic demonstrates continued demand for digital transformation. Q4 was especially strong despite difficult comps, delivering double-digit growth, but operating cash flow weirdly declined. The dividend is also attractive for a tech company, but we'd have liked analysts to question the receivables situation before we recommend buying.Articolo di analisi • Feb 24
Magic Software Enterprises (NASDAQ:MGIC) Might Have The Makings Of A Multi-Bagger
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Articolo di analisi • Dec 28
Does Magic Software Enterprises (NASDAQ:MGIC) Have A Healthy Balance Sheet?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Seeking Alpha • Dec 21
Magic Software Continues To Deliver Growth, But Consulting Model Exposed To Human Capital Risks
Magic Software continues to benefit from the digitalisation boom and the boom in M&A, where IT integration services, especially for the cloud, become necessary. While Magic's organic performance continues to impress us, we use this note to focus on the fact that 80% of Magic's revenues are essentially tech consulting. While a good platform for selling software, which admittedly has declined in the mix, consulting services are exposed to human capital risks, more acute in a 'great resignation' environment. While Magic continues to be attractive, at least as a holding of our Asseco Poland investment, we note that human capital risks, specifically attrition and payroll increases, could impact the company.Articolo di analisi • Nov 03
Should You Think About Buying Magic Software Enterprises Ltd. (NASDAQ:MGIC) Now?
Magic Software Enterprises Ltd. ( NASDAQ:MGIC ), is not the largest company out there, but it led the NASDAQGS gainers...Articolo di analisi • Oct 18
There's Been No Shortage Of Growth Recently For Magic Software Enterprises' (NASDAQ:MGIC) Returns On Capital
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Seeking Alpha • Sep 12
Magic Software Enterprises: Benefits From Durable M&A, Digitalization And Logistics Strength
As part of Asseco's Formula Systems assets, Magic Software has delivered soundly in their businesses with over 20% in organic revenue growth. With exposure to business transformation initiatives, related substantially to acquisition activity, Magic is likely to continue to deliver. Moreover, the digitalization trends accelerated by COVID-19 continue to be a tailwind for Magic in IT services and for the rest of their software on offer. For a low double-digit multiple and with even a decent dividend yield, Magic is a worthwhile exposure which we continue to hold through Asseco Poland.Ripartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Magic Software Enterprises guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 30 Sep 25 | 603 | 40 | 91 | 14 |
| 30 Jun 25 | 585 | 38 | 89 | 14 |
| 31 Mar 25 | 569 | 38 | 86 | 14 |
| 31 Dec 24 | 553 | 37 | 84 | 13 |
| 30 Sep 24 | 535 | 35 | 83 | 11 |
| 30 Jun 24 | 522 | 33 | 82 | 11 |
| 31 Mar 24 | 523 | 36 | 83 | 11 |
| 31 Dec 23 | 535 | 37 | 85 | 10 |
| 30 Sep 23 | 557 | 38 | 89 | 10 |
| 30 Jun 23 | 571 | 43 | 90 | 10 |
| 31 Mar 23 | 571 | 41 | 86 | 10 |
| 31 Dec 22 | 567 | 40 | 84 | 10 |
| 30 Sep 22 | 553 | 32 | 79 | 9 |
| 30 Jun 22 | 530 | 28 | 75 | 9 |
| 31 Mar 22 | 512 | 27 | 73 | 9 |
| 31 Dec 21 | 480 | 30 | 69 | 9 |
| 30 Sep 21 | 452 | 28 | 68 | 9 |
| 30 Jun 21 | 426 | 28 | 66 | 9 |
| 31 Mar 21 | 393 | 26 | 61 | 9 |
| 31 Dec 20 | 371 | 24 | 59 | 9 |
| 30 Sep 20 | 358 | 16 | 60 | 8 |
| 30 Jun 20 | 348 | 14 | 61 | 8 |
| 31 Mar 20 | 339 | 13 | 62 | 9 |
| 31 Dec 19 | 326 | 13 | 60 | 8 |
| 30 Sep 19 | 307 | 18 | 56 | 8 |
| 30 Jun 19 | 293 | 18 | 51 | 7 |
| 31 Mar 19 | 286 | 19 | 50 | 6 |
| 31 Dec 18 | 284 | 18 | 51 | 6 |
| 30 Sep 18 | 278 | 19 | 52 | 6 |
| 30 Jun 18 | 272 | 18 | 52 | 7 |
| 31 Mar 18 | 267 | 16 | 52 | 7 |
| 31 Dec 17 | 258 | 15 | 50 | 7 |
| 30 Sep 17 | 247 | 12 | 48 | 7 |
| 30 Jun 17 | 236 | 12 | 47 | 7 |
| 31 Mar 17 | 218 | 12 | 44 | 6 |
| 31 Dec 16 | 202 | 12 | 41 | 6 |
| 30 Sep 16 | 194 | 15 | 40 | 5 |
| 30 Jun 16 | 185 | 16 | 38 | 5 |
| 31 Mar 16 | 180 | 16 | 37 | 5 |
| 31 Dec 15 | 176 | 16 | 36 | 5 |
| 30 Sep 15 | 171 | 15 | 37 | 5 |
| 30 Jun 15 | 166 | 15 | 37 | 5 |
| 31 Mar 15 | 164 | 15 | 36 | 5 |
Guadagni di qualità: MGIC ha guadagni di alta qualità.
Margine di profitto in crescita: Gli attuali margini di profitto netti di MGIC (6.6%) MGIC sono più alti rispetto allo scorso anno (6.5%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: Gli utili di MGIC sono cresciuti del 10.4% all'anno negli ultimi 5 anni.
Accelerare la crescita: La crescita degli utili di MGIC nell'ultimo anno ( 14.8% ) supera la media quinquennale ( 10.4% all'anno).
Guadagni vs Settore: La crescita degli utili MGIC nell'ultimo anno ( 14.8% ) non ha superato quella del settore Software 11.7%.
Rendimento del capitale proprio
ROE elevato: Il Return on Equity ( 15.7% ) di MGIC è considerato basso.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/02/25 09:23 |
| Prezzo dell'azione a fine giornata | 2026/02/23 00:00 |
| Utili | 2025/09/30 |
| Utili annuali | 2024/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Magic Software Enterprises Ltd. è coperta da 2 analisti. 0 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Bradley Sills | Maxim Group |
| Margaret Niesen Nolan | William Blair & Company L.L.C. |