View Future GrowthCancom 過去の業績過去 基準チェック /16Cancomの収益は年間平均-11.6%の割合で減少していますが、 IT業界の収益は年間 増加しています。収益は年間9% 9%割合で 増加しています。 Cancomの自己資本利益率は5.2%であり、純利益率は1.7%です。主要情報-11.62%収益成長率-8.11%EPS成長率IT 業界の成長15.31%収益成長率8.99%株主資本利益率5.23%ネット・マージン1.67%次回の業績アップデート13 May 2026最近の業績更新お知らせ • Nov 08+ 4 more updatesCancom SE to Report Q3, 2026 Results on Nov 12, 2026Cancom SE announced that they will report Q3, 2026 results on Nov 12, 2026Reported Earnings • Aug 15Second quarter 2025 earnings released: €0.013 loss per share (vs €0.20 profit in 2Q 2024)Second quarter 2025 results: €0.013 loss per share (down from €0.20 profit in 2Q 2024). Revenue: €396.2m (flat on 2Q 2024). Net loss: €424.0k (down 106% from profit in 2Q 2024). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 11% per year.お知らせ • Dec 21+ 2 more updatesCancom SE to Report Fiscal Year 2024 Results on Feb 11, 2025Cancom SE announced that they will report fiscal year 2024 results on Feb 11, 2025Reported Earnings • Nov 14Third quarter 2024 earnings released: EPS: €0.28 (vs €0.27 in 3Q 2023)Third quarter 2024 results: EPS: €0.28. Revenue: €424.6m (up 1.9% from 3Q 2023). Net income: €9.26m (down 12% from 3Q 2023). Profit margin: 2.2% (down from 2.5% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the IT industry in Europe.Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: €0.20 (vs €0.095 in 2Q 2023)Second quarter 2024 results: EPS: €0.20 (up from €0.095 in 2Q 2023). Revenue: €397.5m (up 21% from 2Q 2023). Net income: €7.08m (up 105% from 2Q 2023). Profit margin: 1.8% (up from 1.0% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.Reported Earnings • May 16First quarter 2024 earnings released: EPS: €0.29 (vs €0.28 in 1Q 2023)First quarter 2024 results: EPS: €0.29 (up from €0.28 in 1Q 2023). Revenue: €442.9m (up 39% from 1Q 2023). Net income: €10.2m (up 1.0% from 1Q 2023). Profit margin: 2.3% (down from 3.2% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has fallen by 11% per year whereas the company’s share price has fallen by 13% per year.すべての更新を表示Recent updatesお知らせ • May 06Cancom SE, Annual General Meeting, Jun 17, 2026Cancom SE, Annual General Meeting, Jun 17, 2026, at 11:00 W. Europe Standard Time.Declared Dividend • Apr 21Dividend of €1.00 announcedDividend of €1.00 is the same as last year. Ex-date: 18th June 2026 Payment date: 22nd June 2026 Dividend yield will be 3.7%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is not covered by earnings (109% earnings payout ratio). However, it is well covered by cash flows (23% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 21% to bring the payout ratio under control. EPS is expected to grow by 52% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Declared Dividend • Apr 07Dividend of €1.00 announcedDividend of €1.00 is the same as last year. Ex-date: 18th June 2026 Payment date: 22nd June 2026 Dividend yield will be 4.0%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is not covered by earnings (109% earnings payout ratio). However, it is well covered by cash flows (24% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 21% to bring the payout ratio under control. EPS is expected to grow by 52% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Mar 31Cancom SE announces Annual dividend, payable on June 22, 2026Cancom SE announced Annual dividend of EUR 1.0000 per share payable on June 22, 2026, ex-date on June 18, 2026 and record date on June 19, 2026.New Risk • Feb 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Austrian stocks, typically moving 4.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (182% payout ratio). Share price has been volatile over the past 3 months (4.9% average weekly change). Profit margins are more than 30% lower than last year (1.0% net profit margin).Buy Or Sell Opportunity • Nov 25Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to €25.60. The fair value is estimated to be €21.12, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has declined by 10%. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 35% per annum over the same time period.お知らせ • Nov 08+ 4 more updatesCancom SE to Report Q3, 2026 Results on Nov 12, 2026Cancom SE announced that they will report Q3, 2026 results on Nov 12, 2026Reported Earnings • Aug 15Second quarter 2025 earnings released: €0.013 loss per share (vs €0.20 profit in 2Q 2024)Second quarter 2025 results: €0.013 loss per share (down from €0.20 profit in 2Q 2024). Revenue: €396.2m (flat on 2Q 2024). Net loss: €424.0k (down 106% from profit in 2Q 2024). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 11% per year.お知らせ • May 12Cancom SE, Annual General Meeting, Jun 24, 2025Cancom SE, Annual General Meeting, Jun 24, 2025, at 11:00 W. Europe Standard Time.お知らせ • Apr 01Cancom SE announces Annual dividend, payable on June 27, 2025Cancom SE announced Annual dividend of EUR 1.0000 per share payable on June 27, 2025, ex-date on June 25, 2025 and record date on June 26, 2025.Valuation Update With 7 Day Price Move • Mar 31Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €22.76, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 15x in the IT industry in Europe. Total loss to shareholders of 55% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €36.45 per share.お知らせ • Dec 21+ 2 more updatesCancom SE to Report Fiscal Year 2024 Results on Feb 11, 2025Cancom SE announced that they will report fiscal year 2024 results on Feb 11, 2025New Risk • Dec 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Austrian stocks, typically moving 4.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Reported Earnings • Nov 14Third quarter 2024 earnings released: EPS: €0.28 (vs €0.27 in 3Q 2023)Third quarter 2024 results: EPS: €0.28. Revenue: €424.6m (up 1.9% from 3Q 2023). Net income: €9.26m (down 12% from 3Q 2023). Profit margin: 2.2% (down from 2.5% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the IT industry in Europe.Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: €0.20 (vs €0.095 in 2Q 2023)Second quarter 2024 results: EPS: €0.20 (up from €0.095 in 2Q 2023). Revenue: €397.5m (up 21% from 2Q 2023). Net income: €7.08m (up 105% from 2Q 2023). Profit margin: 1.8% (up from 1.0% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.Upcoming Dividend • May 30Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 06 June 2024. Payment date: 10 June 2024. Payout ratio is on the higher end at 97%, however this is supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Austrian dividend payers (6.0%). Higher than average of industry peers (2.0%).Reported Earnings • May 16First quarter 2024 earnings released: EPS: €0.29 (vs €0.28 in 1Q 2023)First quarter 2024 results: EPS: €0.29 (up from €0.28 in 1Q 2023). Revenue: €442.9m (up 39% from 1Q 2023). Net income: €10.2m (up 1.0% from 1Q 2023). Profit margin: 2.3% (down from 3.2% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has fallen by 11% per year whereas the company’s share price has fallen by 13% per year.お知らせ • May 08Cancom SE, Annual General Meeting, Jun 05, 2024Cancom SE, Annual General Meeting, Jun 05, 2024.New Risk • Apr 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Austrian stocks, typically moving 4.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (97% payout ratio). Share price has been volatile over the past 3 months (4.2% average weekly change).Reported Earnings • Mar 30Full year 2023 earnings released: EPS: €1.03 (vs €0.90 in FY 2022)Full year 2023 results: EPS: €1.03 (up from €0.90 in FY 2022). Revenue: €1.54b (up 19% from FY 2022). Net income: €37.9m (up 17% from FY 2022). Profit margin: 2.5% (in line with FY 2022). Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.お知らせ • Mar 13Cancom SE, Annual General Meeting, Jun 05, 2024Cancom SE, Annual General Meeting, Jun 05, 2024.お知らせ • Dec 16+ 4 more updatesCancom SE to Report Q3, 2024 Results on Nov 12, 2024Cancom SE announced that they will report Q3, 2024 results on Nov 12, 2024お知らせ • Dec 13CANCOM SE Approves Supervisory Board ChangesAt its meeting held on 12 December 2023, the Supervisory Board of CANCOM SE reorganised the responsibilities on the Board. Klaus Weinmann, who was appointed to the Supervisory Board by court order on 25 October 2023, was elected Chairman of the Supervisory Board at today's meeting. The previous Chairman, Mr. Stefan Kober, remains on the Supervisory Board as Deputy Chairman. In this role, he replaces Dr. Lothar Koniarski, who will step down at his own request on 31 December 2023. The Supervisory Board also intends to have Dr. Ilias Läber, Chief Executive Officer at Spectrum Value Management, appointed by the court as the sixth member of the Supervisory Board in the near future until the 2024 Annual General Meeting. Former Executive Board member Klaus Weinmann becomes Chairman of the Supervisory Board. As one of the founders of CANCOM in 1992, Klaus Weinmann played a key role in shaping the company's development. During his time as CEO until 30 September 2018, the CANCOM Group grew dynamically. The Executive Board and Supervisory Board would like to thank Dr. Koniarski in particular for his trustworthy and constructive work on the Supervisory Board of CANCOM SE over the past ten years. In addition, the Supervisory Board and the Executive Board wish the new Chairman of the Supervisory Board, Klaus Weinmann, a good start and thank Stefan Kober for his work as Chairman of the Supervisory Board.お知らせ • Nov 29Cancom SE (XTRA:COK) agreed to acquire IT Consulting and Services business of DextraData GmbH.Cancom SE (XTRA:COK) agreed to acquire IT Consulting and Services business of DextraData GmbH on November 27, 2023.The transaction is subject to the customary conditions precedent and antitrust approval. The transaction is expected to be completed at the beginning of January 2024.Reported Earnings • Nov 10Third quarter 2023 earnings released: EPS: €0.27 (vs €0.27 in 3Q 2022)Third quarter 2023 results: EPS: €0.27 (up from €0.27 in 3Q 2022). Revenue: €421.1m (up 27% from 3Q 2022). Net income: €10.5m (up 12% from 3Q 2022). Profit margin: 2.5% (down from 2.8% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.New Risk • Oct 25New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Austrian stocks, typically moving 5.5% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (5.5% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 136% Paying a dividend despite having no free cash flows. Minor Risks Profit margins are more than 30% lower than last year (1.9% net profit margin). Shareholders have been diluted in the past year (6.4% increase in shares outstanding).Reported Earnings • Aug 13Second quarter 2023 earnings released: EPS: €0.095 (vs €0.26 in 2Q 2022)Second quarter 2023 results: EPS: €0.095 (down from €0.26 in 2Q 2022). Revenue: €331.9m (up 10% from 2Q 2022). Net income: €3.45m (down 63% from 2Q 2022). Profit margin: 1.0% (down from 3.1% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.New Risk • Jun 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Austrian stocks, typically moving 4.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 111% Paying a dividend despite having no free cash flows. High level of non-cash earnings (24% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (4.4% average weekly change). Profit margins are more than 30% lower than last year (2.4% net profit margin).お知らせ • Jun 17Cancom SE Confirms Swantje Schulze as Member of Supervisory BoardCancom SE at its Annual General Meeting held on 14 June 2023, confirmed Dr. Swantje Schulze as a member of the Supervisory Board.お知らせ • Jun 16Cancom SE Approves DividendCancom SE at its AGM held on June 14, 2023, approved dividend proposal of €1.00 per dividend-bearing share.Upcoming Dividend • Jun 08Upcoming dividend of €1.00 per share at 3.7% yieldEligible shareholders must have bought the stock before 15 June 2023. Payment date: 19 June 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.7%. Lower than top quartile of Austrian dividend payers (5.4%). Higher than average of industry peers (2.3%).お知らせ • May 26Cancom SE Updates Financial Forecast for the Financial Year 2023Cancom SE updated financial forecast for the financial year 2023. For the period, the company expected Revenue of €1,630 - 1,700 million (previously €1,320 - 1,390 million).お知らせ • May 10Cancom SE to Report Q1, 2023 Results on May 11, 2023Cancom SE announced that they will report Q1, 2023 results on May 11, 2023お知らせ • Jan 04Cancom SE (XTRA:COK) signed an agreement to acquire Nwc Services Gmbh.Cancom SE (XTRA:COK) signed an agreement to acquire Nwc Services Gmbh on January 3, 2022. NWC Services generated around €5 million of revenue in the 2021 financial year.お知らせ • Dec 03Cancom SE to Report Fiscal Year 2022 Results on Mar 30, 2023Cancom SE announced that they will report fiscal year 2022 results on Mar 30, 2023お知らせ • Dec 02+ 3 more updatesCancom SE to Report Q2, 2023 Results on Aug 10, 2023Cancom SE announced that they will report Q2, 2023 results on Aug 10, 2023Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: €0.27 (vs €0.29 in 3Q 2021)Third quarter 2022 results: EPS: €0.27 (down from €0.29 in 3Q 2021). Revenue: €335.8m (up 11% from 3Q 2021). Net income: €9.40m (down 15% from 3Q 2021). Profit margin: 2.8% (down from 3.6% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 12Third quarter 2022 earnings released: EPS: €0.27 (vs €0.29 in 3Q 2021)Third quarter 2022 results: EPS: €0.27 (down from €0.29 in 3Q 2021). Revenue: €335.8m (up 11% from 3Q 2021). Net income: €9.40m (down 15% from 3Q 2021). Profit margin: 2.8% (down from 3.6% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 16Second quarter 2022 earnings released: EPS: €0.26 (vs €0.29 in 2Q 2021)Second quarter 2022 results: EPS: €0.26 (down from €0.29 in 2Q 2021). Revenue: €300.6m (down 1.5% from 2Q 2021). Net income: €9.22m (down 18% from 2Q 2021). Profit margin: 3.1% (down from 3.7% in 2Q 2021). Over the next year, revenue is forecast to grow 12% compared to a 8.2% decline forecast for the IT industry in Austria. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.お知らせ • Jul 16Cancom SE (XTRA:COK) signed an agreement to acquire S&L Group Of Companies.Cancom SE (XTRA:COK) signed an agreement to acquire S&L Group Of Companies on July 13, 2022. The acquisition includes 100% shares in S&L Systemhaus GmbH, S&L BusinessSolutions GmbH and S&L ITcompliance GmbH, the operating subsidiaries of the S&L Group. S&L Group generated revenue of approximately €15 million in the financial year 2021. Employees of S&L Group will join the Cancom Group.お知らせ • Jul 06Cancom Se Announces CEO ChangesCancom SE announced that the Chief Executive Officer of CANCOM SE, Mr. Rudolf Hotter, has agreed at his own request and in the best possible agreement with the Supervisory Board to terminate his mandate as Executive Board member and CEO of the company prematurely on 31 October 2022. His appointment would have ended on 31 December 2024. In order to ensure a smooth handover, Mr. Hotter will be available to the company in an advisory capacity outside the Executive Board for a transitional period of 12 months. As Mr. Hotter's successor, the Supervisory Board appointed Executive Board member Rüdiger Rath, previously Chief Operating Officer (COO), as Chief Executive Officer with effect from 1 November 2022.お知らせ • Jun 30CANCOM SE Approves to Increase DividendCANCOM SE at its Annual General Meeting held on 28 June 2022 approved to increase the dividend to EUR 1.00 per no-par value share entitled to dividend.Upcoming Dividend • Jun 22Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 01 July 2022. Payout ratio is on the higher end at 82% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Austrian dividend payers (5.1%). Higher than average of industry peers (2.1%).Buying Opportunity • Jun 08Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 26%. The fair value is estimated to be €47.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 7.4%. For the next 3 years, revenue is forecast to grow by 7.3% per annum. Earnings is also forecast to grow by 15% per annum over the same time period.Reported Earnings • May 13First quarter 2022 earnings released: EPS: €0.30 (vs €0.26 in 1Q 2021)First quarter 2022 results: EPS: €0.30 (up from €0.26 in 1Q 2021). Revenue: €307.2m (down 18% from 1Q 2021). Net income: €11.3m (up 12% from 1Q 2021). Profit margin: 3.7% (up from 2.7% in 1Q 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 10% while the industry in Austria is not expected to grow. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • May 13Cancom SE Revises Earnings Guidance for the Year 2022Cancom SE revised earnings guidance for the year 2022. The Executive Board of CANCOM SE adjusted the forecast for the CANCOM Group on 3 May 2022. It now expects a significant increase in Group revenue and Group gross profit in the financial year 2022, as well as a significant increase in Group EBITDA and Group EBITA. For the Cloud Solutions segment, the Executive Board also expects significant growth in revenue and EBITDA.Buying Opportunity • May 06Now 29% undervalued after recent price dropOver the last 90 days, the stock is down 33%. The fair value is estimated to be €50.93, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years. Earnings per share has grown by 9.6%. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings is also forecast to grow by 17% per annum over the same time period.Reported Earnings • Apr 01Full year 2021 earnings released: EPS: €1.17 (vs €1.60 in FY 2020)Full year 2021 results: EPS: €1.17 (down from €1.60 in FY 2020). Revenue: €1.32b (down 20% from FY 2020). Net income: €44.8m (down 27% from FY 2020). Profit margin: 3.4% (down from 3.7% in FY 2020). The decrease in margin was driven by lower revenue. Over the next year, revenue is forecast to grow 9.5% compared to a 2.1% decline forecast for the industry in Austria. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 10% per year.お知らせ • Feb 02+ 1 more updateCancom SE to Report Q1, 2022 Results on May 12, 2022Cancom SE announced that they will report Q1, 2022 results on May 12, 2022Reported Earnings • Nov 12Third quarter 2021 earnings released: EPS €0.29 (vs €0.65 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €305.3m (down 23% from 3Q 2020). Net income: €11.0m (down 56% from 3Q 2020). Profit margin: 3.6% (down from 6.3% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS €0.31 (vs €0.20 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €344.0m (up 18% from 2Q 2020). Net income: €12.0m (up 56% from 2Q 2020). Profit margin: 3.5% (up from 2.6% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 9% per year.Upcoming Dividend • Jun 24Upcoming dividend of €0.75 per shareEligible shareholders must have bought the stock before 30 June 2021. Payment date: 02 July 2021. Trailing yield: 1.5%. Lower than top quartile of Austrian dividend payers (3.2%). Lower than average of industry peers (1.7%).Reported Earnings • May 17First quarter 2021 earnings released: EPS €0.26 (vs €0.23 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €374.2m (up 7.9% from 1Q 2020). Net income: €10.1m (up 16% from 1Q 2020). Profit margin: 2.7% (up from 2.5% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has remained flat.お知らせ • May 14Cancom SE Reaffirms Earnings Guidance for the Year 2021Cancom SE provided that the forecast for the CANCOM Group's financial year 2021 therefore remains unchanged: Significant growth in Group revenue, Group gross profit and Group EBITDA. Very significant growth in Group EBITA.お知らせ • Mar 04CANCOM Group Secures Attractive Framework Agreement with EU institution eu-LISACANCOM Group announced that as part of the international ecos consortium, the CANCOM Group has won an attractive framework contract with the EU institution eu-LISA. The framework agreement has a maximum term of six years. CANCOM was selected for its expertise in infrastructure services and will provide server, storage & networking components and hardware equipment. In addition, CANCOM technical architects will work closely with the ecos team to design, test and deploy all stack infrastructure solutions, including software through to virtualization. CANCOM's international focus will enable the provision of services required for the project at various locations of eu-LISA and the cooperating institution in France, Poland and Austria. The maximum total value is around 440 million euros for the consortium as a whole, with CANCOM's share amounting to 110 to 120 million euros. Currently, the necessary resources are being put in place so that activities can probably start before the end of the first quarter of 2021.Is New 90 Day High Low • Feb 05New 90-day high: €52.30The company is up 37% from its price of €38.22 on 06 November 2020. The Austrian market is up 35% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €54.50 per share.お知らせ • Feb 04+ 1 more updateCancom SE to Report Fiscal Year 2020 Results on Mar 30, 2021Cancom SE announced that they will report fiscal year 2020 results on Mar 30, 2021Is New 90 Day High Low • Jan 20New 90-day high: €47.38The company is up 18% from its price of €40.02 on 22 October 2020. The Austrian market is up 35% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the IT industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €53.68 per share.お知らせ • Jan 06Cancom SE (XTRA:COK) completed the acquisition of Anders & Rodewyk Das Systemhaus Fur Computertechnologien Gmbh.Cancom SE (XTRA:COK) agreed to acquire Anders & Rodewyk Das Systemhaus Fur Computertechnologien Gmbh on December 14, 2020. Anders & Rodewyk generates annual sales of €27 million with an EBITDA of €2.4 million. The Founders and shareholders of Anders & Rodewyk - Bernward Anders and Jens Rodewyk - become part of CANCOM. Founders remain operationally responsible for the Hanover location. The transaction is still subject to the approval of the antitrust authorities. Cancom SE (XTRA:COK) completed the acquisition of Anders & Rodewyk Das Systemhaus Fur Computertechnologien Gmbh on January 4, 2020. Ebner Stolz Gmbh & Co. Kg provided financial and tax due diligence to Cancom.Is New 90 Day High Low • Jan 05New 90-day high: €47.20The company is up 9.0% from its price of €43.18 on 07 October 2020. The Austrian market is up 27% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €51.71 per share.お知らせ • Dec 13Cancom SE, Annual General Meeting, Jun 29, 2021Cancom SE, Annual General Meeting, Jun 29, 2021.お知らせ • Dec 12+ 1 more updateCancom SE to Report Fiscal Year 2020 Results on Feb 04, 2021Cancom SE announced that they will report fiscal year 2020 results on Feb 04, 2021Analyst Estimate Surprise Post Earnings • Nov 13Revenue misses expectationsRevenue missed analyst estimates by 2.2%. Over the next year, revenue is forecast to grow 7.3% compared to a 2.4% decline forecast for the IT industry in Austria.Reported Earnings • Nov 13Third quarter 2020 earnings released: EPS €0.65The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: €396.9m (up 3.0% from 3Q 2019). Net income: €25.1m (up 45% from 3Q 2019). Profit margin: 6.3% (up from 4.5% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Oct 30Market pulls back on stock over the past weekAfter last week's 15% share price decline to €33.74, the stock is trading at a trailing P/E ratio of 42.6x, down from the previous P/E ratio of 50.2x. This compares to an average P/E of 21x in the IT industry in Europe. Total returns to shareholders over the past three years are 10%.Is New 90 Day High Low • Oct 19New 90-day low: €42.86The company is down 15% from its price of €50.65 on 21 July 2020. The Austrian market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €42.39 per share.Is New 90 Day High Low • Oct 02New 90-day low: €43.48The company is down 10.0% from its price of €48.14 on 26 June 2020. The Austrian market is down 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €43.86 per share.お知らせ • Jun 19Cancom SE to Report First Half, 2020 Results on Aug 13, 2020Cancom SE announced that they will report first half, 2020 results on Aug 13, 2020収支内訳Cancom の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史WBAG:COK 収益、費用、利益 ( )EUR Millions日付収益収益G+A経費研究開発費31 Dec 251,71529477030 Sep 251,70817481030 Jun 251,70719478031 Mar 251,70926476031 Dec 241,73933474030 Sep 241,72040461030 Jun 241,71442456031 Mar 241,64938428031 Dec 231,52638386030 Sep 231,43327376030 Jun 231,34826305031 Mar 231,31932282031 Dec 221,29932274030 Sep 221,28545235030 Jun 221,25347261031 Mar 221,25749258031 Dec 211,29248257030 Sep 211,27750253030 Jun 211,26647250031 Mar 211,17037232031 Dec 201,18436241030 Sep 201,27214254030 Jun 201,34823258031 Mar 201,54635277031 Dec 191,55835266030 Sep 191,48653250030 Jun 191,47947249031 Mar 191,37242240031 Dec 181,32342230030 Sep 181,32143226030 Jun 181,23841217031 Mar 181,21541209031 Dec 171,16440205030 Sep 171,11736200030 Jun 171,06937196031 Mar 171,04835195031 Dec 161,02634191030 Sep 1699538187030 Jun 1699637184031 Mar 1697133183031 Dec 1593530182030 Sep 1591421185030 Jun 15893181870質の高い収益: COKは 高品質の収益 を持っています。利益率の向上: COKの現在の純利益率 (1.7%)は、昨年(1.9%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: COKの収益は過去 5 年間で年間11.6%減少しました。成長の加速: COKは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: COKは過去 1 年間で収益成長率がマイナス ( -14.2% ) となったため、 IT業界平均 ( -4.8% ) と比較することが困難です。株主資本利益率高いROE: COKの 自己資本利益率 ( 5.2% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YSoftware 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/07 09:35終値2026/05/07 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Cancom SE 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。14 アナリスト機関Gerhard SchwarzBaader Helvea Equity ResearchNicole WinklerBerenbergGustav FrobergBerenberg11 その他のアナリストを表示
お知らせ • Nov 08+ 4 more updatesCancom SE to Report Q3, 2026 Results on Nov 12, 2026Cancom SE announced that they will report Q3, 2026 results on Nov 12, 2026
Reported Earnings • Aug 15Second quarter 2025 earnings released: €0.013 loss per share (vs €0.20 profit in 2Q 2024)Second quarter 2025 results: €0.013 loss per share (down from €0.20 profit in 2Q 2024). Revenue: €396.2m (flat on 2Q 2024). Net loss: €424.0k (down 106% from profit in 2Q 2024). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 11% per year.
お知らせ • Dec 21+ 2 more updatesCancom SE to Report Fiscal Year 2024 Results on Feb 11, 2025Cancom SE announced that they will report fiscal year 2024 results on Feb 11, 2025
Reported Earnings • Nov 14Third quarter 2024 earnings released: EPS: €0.28 (vs €0.27 in 3Q 2023)Third quarter 2024 results: EPS: €0.28. Revenue: €424.6m (up 1.9% from 3Q 2023). Net income: €9.26m (down 12% from 3Q 2023). Profit margin: 2.2% (down from 2.5% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the IT industry in Europe.
Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: €0.20 (vs €0.095 in 2Q 2023)Second quarter 2024 results: EPS: €0.20 (up from €0.095 in 2Q 2023). Revenue: €397.5m (up 21% from 2Q 2023). Net income: €7.08m (up 105% from 2Q 2023). Profit margin: 1.8% (up from 1.0% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.
Reported Earnings • May 16First quarter 2024 earnings released: EPS: €0.29 (vs €0.28 in 1Q 2023)First quarter 2024 results: EPS: €0.29 (up from €0.28 in 1Q 2023). Revenue: €442.9m (up 39% from 1Q 2023). Net income: €10.2m (up 1.0% from 1Q 2023). Profit margin: 2.3% (down from 3.2% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has fallen by 11% per year whereas the company’s share price has fallen by 13% per year.
お知らせ • May 06Cancom SE, Annual General Meeting, Jun 17, 2026Cancom SE, Annual General Meeting, Jun 17, 2026, at 11:00 W. Europe Standard Time.
Declared Dividend • Apr 21Dividend of €1.00 announcedDividend of €1.00 is the same as last year. Ex-date: 18th June 2026 Payment date: 22nd June 2026 Dividend yield will be 3.7%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is not covered by earnings (109% earnings payout ratio). However, it is well covered by cash flows (23% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 21% to bring the payout ratio under control. EPS is expected to grow by 52% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Declared Dividend • Apr 07Dividend of €1.00 announcedDividend of €1.00 is the same as last year. Ex-date: 18th June 2026 Payment date: 22nd June 2026 Dividend yield will be 4.0%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is not covered by earnings (109% earnings payout ratio). However, it is well covered by cash flows (24% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 21% to bring the payout ratio under control. EPS is expected to grow by 52% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Mar 31Cancom SE announces Annual dividend, payable on June 22, 2026Cancom SE announced Annual dividend of EUR 1.0000 per share payable on June 22, 2026, ex-date on June 18, 2026 and record date on June 19, 2026.
New Risk • Feb 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Austrian stocks, typically moving 4.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (182% payout ratio). Share price has been volatile over the past 3 months (4.9% average weekly change). Profit margins are more than 30% lower than last year (1.0% net profit margin).
Buy Or Sell Opportunity • Nov 25Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to €25.60. The fair value is estimated to be €21.12, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has declined by 10%. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 35% per annum over the same time period.
お知らせ • Nov 08+ 4 more updatesCancom SE to Report Q3, 2026 Results on Nov 12, 2026Cancom SE announced that they will report Q3, 2026 results on Nov 12, 2026
Reported Earnings • Aug 15Second quarter 2025 earnings released: €0.013 loss per share (vs €0.20 profit in 2Q 2024)Second quarter 2025 results: €0.013 loss per share (down from €0.20 profit in 2Q 2024). Revenue: €396.2m (flat on 2Q 2024). Net loss: €424.0k (down 106% from profit in 2Q 2024). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 11% per year.
お知らせ • May 12Cancom SE, Annual General Meeting, Jun 24, 2025Cancom SE, Annual General Meeting, Jun 24, 2025, at 11:00 W. Europe Standard Time.
お知らせ • Apr 01Cancom SE announces Annual dividend, payable on June 27, 2025Cancom SE announced Annual dividend of EUR 1.0000 per share payable on June 27, 2025, ex-date on June 25, 2025 and record date on June 26, 2025.
Valuation Update With 7 Day Price Move • Mar 31Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €22.76, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 15x in the IT industry in Europe. Total loss to shareholders of 55% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €36.45 per share.
お知らせ • Dec 21+ 2 more updatesCancom SE to Report Fiscal Year 2024 Results on Feb 11, 2025Cancom SE announced that they will report fiscal year 2024 results on Feb 11, 2025
New Risk • Dec 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Austrian stocks, typically moving 4.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Reported Earnings • Nov 14Third quarter 2024 earnings released: EPS: €0.28 (vs €0.27 in 3Q 2023)Third quarter 2024 results: EPS: €0.28. Revenue: €424.6m (up 1.9% from 3Q 2023). Net income: €9.26m (down 12% from 3Q 2023). Profit margin: 2.2% (down from 2.5% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the IT industry in Europe.
Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: €0.20 (vs €0.095 in 2Q 2023)Second quarter 2024 results: EPS: €0.20 (up from €0.095 in 2Q 2023). Revenue: €397.5m (up 21% from 2Q 2023). Net income: €7.08m (up 105% from 2Q 2023). Profit margin: 1.8% (up from 1.0% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.
Upcoming Dividend • May 30Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 06 June 2024. Payment date: 10 June 2024. Payout ratio is on the higher end at 97%, however this is supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Austrian dividend payers (6.0%). Higher than average of industry peers (2.0%).
Reported Earnings • May 16First quarter 2024 earnings released: EPS: €0.29 (vs €0.28 in 1Q 2023)First quarter 2024 results: EPS: €0.29 (up from €0.28 in 1Q 2023). Revenue: €442.9m (up 39% from 1Q 2023). Net income: €10.2m (up 1.0% from 1Q 2023). Profit margin: 2.3% (down from 3.2% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has fallen by 11% per year whereas the company’s share price has fallen by 13% per year.
お知らせ • May 08Cancom SE, Annual General Meeting, Jun 05, 2024Cancom SE, Annual General Meeting, Jun 05, 2024.
New Risk • Apr 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Austrian stocks, typically moving 4.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (97% payout ratio). Share price has been volatile over the past 3 months (4.2% average weekly change).
Reported Earnings • Mar 30Full year 2023 earnings released: EPS: €1.03 (vs €0.90 in FY 2022)Full year 2023 results: EPS: €1.03 (up from €0.90 in FY 2022). Revenue: €1.54b (up 19% from FY 2022). Net income: €37.9m (up 17% from FY 2022). Profit margin: 2.5% (in line with FY 2022). Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.
お知らせ • Mar 13Cancom SE, Annual General Meeting, Jun 05, 2024Cancom SE, Annual General Meeting, Jun 05, 2024.
お知らせ • Dec 16+ 4 more updatesCancom SE to Report Q3, 2024 Results on Nov 12, 2024Cancom SE announced that they will report Q3, 2024 results on Nov 12, 2024
お知らせ • Dec 13CANCOM SE Approves Supervisory Board ChangesAt its meeting held on 12 December 2023, the Supervisory Board of CANCOM SE reorganised the responsibilities on the Board. Klaus Weinmann, who was appointed to the Supervisory Board by court order on 25 October 2023, was elected Chairman of the Supervisory Board at today's meeting. The previous Chairman, Mr. Stefan Kober, remains on the Supervisory Board as Deputy Chairman. In this role, he replaces Dr. Lothar Koniarski, who will step down at his own request on 31 December 2023. The Supervisory Board also intends to have Dr. Ilias Läber, Chief Executive Officer at Spectrum Value Management, appointed by the court as the sixth member of the Supervisory Board in the near future until the 2024 Annual General Meeting. Former Executive Board member Klaus Weinmann becomes Chairman of the Supervisory Board. As one of the founders of CANCOM in 1992, Klaus Weinmann played a key role in shaping the company's development. During his time as CEO until 30 September 2018, the CANCOM Group grew dynamically. The Executive Board and Supervisory Board would like to thank Dr. Koniarski in particular for his trustworthy and constructive work on the Supervisory Board of CANCOM SE over the past ten years. In addition, the Supervisory Board and the Executive Board wish the new Chairman of the Supervisory Board, Klaus Weinmann, a good start and thank Stefan Kober for his work as Chairman of the Supervisory Board.
お知らせ • Nov 29Cancom SE (XTRA:COK) agreed to acquire IT Consulting and Services business of DextraData GmbH.Cancom SE (XTRA:COK) agreed to acquire IT Consulting and Services business of DextraData GmbH on November 27, 2023.The transaction is subject to the customary conditions precedent and antitrust approval. The transaction is expected to be completed at the beginning of January 2024.
Reported Earnings • Nov 10Third quarter 2023 earnings released: EPS: €0.27 (vs €0.27 in 3Q 2022)Third quarter 2023 results: EPS: €0.27 (up from €0.27 in 3Q 2022). Revenue: €421.1m (up 27% from 3Q 2022). Net income: €10.5m (up 12% from 3Q 2022). Profit margin: 2.5% (down from 2.8% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
New Risk • Oct 25New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Austrian stocks, typically moving 5.5% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (5.5% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 136% Paying a dividend despite having no free cash flows. Minor Risks Profit margins are more than 30% lower than last year (1.9% net profit margin). Shareholders have been diluted in the past year (6.4% increase in shares outstanding).
Reported Earnings • Aug 13Second quarter 2023 earnings released: EPS: €0.095 (vs €0.26 in 2Q 2022)Second quarter 2023 results: EPS: €0.095 (down from €0.26 in 2Q 2022). Revenue: €331.9m (up 10% from 2Q 2022). Net income: €3.45m (down 63% from 2Q 2022). Profit margin: 1.0% (down from 3.1% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
New Risk • Jun 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Austrian stocks, typically moving 4.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 111% Paying a dividend despite having no free cash flows. High level of non-cash earnings (24% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (4.4% average weekly change). Profit margins are more than 30% lower than last year (2.4% net profit margin).
お知らせ • Jun 17Cancom SE Confirms Swantje Schulze as Member of Supervisory BoardCancom SE at its Annual General Meeting held on 14 June 2023, confirmed Dr. Swantje Schulze as a member of the Supervisory Board.
お知らせ • Jun 16Cancom SE Approves DividendCancom SE at its AGM held on June 14, 2023, approved dividend proposal of €1.00 per dividend-bearing share.
Upcoming Dividend • Jun 08Upcoming dividend of €1.00 per share at 3.7% yieldEligible shareholders must have bought the stock before 15 June 2023. Payment date: 19 June 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.7%. Lower than top quartile of Austrian dividend payers (5.4%). Higher than average of industry peers (2.3%).
お知らせ • May 26Cancom SE Updates Financial Forecast for the Financial Year 2023Cancom SE updated financial forecast for the financial year 2023. For the period, the company expected Revenue of €1,630 - 1,700 million (previously €1,320 - 1,390 million).
お知らせ • May 10Cancom SE to Report Q1, 2023 Results on May 11, 2023Cancom SE announced that they will report Q1, 2023 results on May 11, 2023
お知らせ • Jan 04Cancom SE (XTRA:COK) signed an agreement to acquire Nwc Services Gmbh.Cancom SE (XTRA:COK) signed an agreement to acquire Nwc Services Gmbh on January 3, 2022. NWC Services generated around €5 million of revenue in the 2021 financial year.
お知らせ • Dec 03Cancom SE to Report Fiscal Year 2022 Results on Mar 30, 2023Cancom SE announced that they will report fiscal year 2022 results on Mar 30, 2023
お知らせ • Dec 02+ 3 more updatesCancom SE to Report Q2, 2023 Results on Aug 10, 2023Cancom SE announced that they will report Q2, 2023 results on Aug 10, 2023
Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: €0.27 (vs €0.29 in 3Q 2021)Third quarter 2022 results: EPS: €0.27 (down from €0.29 in 3Q 2021). Revenue: €335.8m (up 11% from 3Q 2021). Net income: €9.40m (down 15% from 3Q 2021). Profit margin: 2.8% (down from 3.6% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 12Third quarter 2022 earnings released: EPS: €0.27 (vs €0.29 in 3Q 2021)Third quarter 2022 results: EPS: €0.27 (down from €0.29 in 3Q 2021). Revenue: €335.8m (up 11% from 3Q 2021). Net income: €9.40m (down 15% from 3Q 2021). Profit margin: 2.8% (down from 3.6% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 16Second quarter 2022 earnings released: EPS: €0.26 (vs €0.29 in 2Q 2021)Second quarter 2022 results: EPS: €0.26 (down from €0.29 in 2Q 2021). Revenue: €300.6m (down 1.5% from 2Q 2021). Net income: €9.22m (down 18% from 2Q 2021). Profit margin: 3.1% (down from 3.7% in 2Q 2021). Over the next year, revenue is forecast to grow 12% compared to a 8.2% decline forecast for the IT industry in Austria. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
お知らせ • Jul 16Cancom SE (XTRA:COK) signed an agreement to acquire S&L Group Of Companies.Cancom SE (XTRA:COK) signed an agreement to acquire S&L Group Of Companies on July 13, 2022. The acquisition includes 100% shares in S&L Systemhaus GmbH, S&L BusinessSolutions GmbH and S&L ITcompliance GmbH, the operating subsidiaries of the S&L Group. S&L Group generated revenue of approximately €15 million in the financial year 2021. Employees of S&L Group will join the Cancom Group.
お知らせ • Jul 06Cancom Se Announces CEO ChangesCancom SE announced that the Chief Executive Officer of CANCOM SE, Mr. Rudolf Hotter, has agreed at his own request and in the best possible agreement with the Supervisory Board to terminate his mandate as Executive Board member and CEO of the company prematurely on 31 October 2022. His appointment would have ended on 31 December 2024. In order to ensure a smooth handover, Mr. Hotter will be available to the company in an advisory capacity outside the Executive Board for a transitional period of 12 months. As Mr. Hotter's successor, the Supervisory Board appointed Executive Board member Rüdiger Rath, previously Chief Operating Officer (COO), as Chief Executive Officer with effect from 1 November 2022.
お知らせ • Jun 30CANCOM SE Approves to Increase DividendCANCOM SE at its Annual General Meeting held on 28 June 2022 approved to increase the dividend to EUR 1.00 per no-par value share entitled to dividend.
Upcoming Dividend • Jun 22Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 01 July 2022. Payout ratio is on the higher end at 82% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Austrian dividend payers (5.1%). Higher than average of industry peers (2.1%).
Buying Opportunity • Jun 08Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 26%. The fair value is estimated to be €47.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 7.4%. For the next 3 years, revenue is forecast to grow by 7.3% per annum. Earnings is also forecast to grow by 15% per annum over the same time period.
Reported Earnings • May 13First quarter 2022 earnings released: EPS: €0.30 (vs €0.26 in 1Q 2021)First quarter 2022 results: EPS: €0.30 (up from €0.26 in 1Q 2021). Revenue: €307.2m (down 18% from 1Q 2021). Net income: €11.3m (up 12% from 1Q 2021). Profit margin: 3.7% (up from 2.7% in 1Q 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 10% while the industry in Austria is not expected to grow. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • May 13Cancom SE Revises Earnings Guidance for the Year 2022Cancom SE revised earnings guidance for the year 2022. The Executive Board of CANCOM SE adjusted the forecast for the CANCOM Group on 3 May 2022. It now expects a significant increase in Group revenue and Group gross profit in the financial year 2022, as well as a significant increase in Group EBITDA and Group EBITA. For the Cloud Solutions segment, the Executive Board also expects significant growth in revenue and EBITDA.
Buying Opportunity • May 06Now 29% undervalued after recent price dropOver the last 90 days, the stock is down 33%. The fair value is estimated to be €50.93, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years. Earnings per share has grown by 9.6%. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings is also forecast to grow by 17% per annum over the same time period.
Reported Earnings • Apr 01Full year 2021 earnings released: EPS: €1.17 (vs €1.60 in FY 2020)Full year 2021 results: EPS: €1.17 (down from €1.60 in FY 2020). Revenue: €1.32b (down 20% from FY 2020). Net income: €44.8m (down 27% from FY 2020). Profit margin: 3.4% (down from 3.7% in FY 2020). The decrease in margin was driven by lower revenue. Over the next year, revenue is forecast to grow 9.5% compared to a 2.1% decline forecast for the industry in Austria. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 10% per year.
お知らせ • Feb 02+ 1 more updateCancom SE to Report Q1, 2022 Results on May 12, 2022Cancom SE announced that they will report Q1, 2022 results on May 12, 2022
Reported Earnings • Nov 12Third quarter 2021 earnings released: EPS €0.29 (vs €0.65 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €305.3m (down 23% from 3Q 2020). Net income: €11.0m (down 56% from 3Q 2020). Profit margin: 3.6% (down from 6.3% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS €0.31 (vs €0.20 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €344.0m (up 18% from 2Q 2020). Net income: €12.0m (up 56% from 2Q 2020). Profit margin: 3.5% (up from 2.6% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 9% per year.
Upcoming Dividend • Jun 24Upcoming dividend of €0.75 per shareEligible shareholders must have bought the stock before 30 June 2021. Payment date: 02 July 2021. Trailing yield: 1.5%. Lower than top quartile of Austrian dividend payers (3.2%). Lower than average of industry peers (1.7%).
Reported Earnings • May 17First quarter 2021 earnings released: EPS €0.26 (vs €0.23 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €374.2m (up 7.9% from 1Q 2020). Net income: €10.1m (up 16% from 1Q 2020). Profit margin: 2.7% (up from 2.5% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has remained flat.
お知らせ • May 14Cancom SE Reaffirms Earnings Guidance for the Year 2021Cancom SE provided that the forecast for the CANCOM Group's financial year 2021 therefore remains unchanged: Significant growth in Group revenue, Group gross profit and Group EBITDA. Very significant growth in Group EBITA.
お知らせ • Mar 04CANCOM Group Secures Attractive Framework Agreement with EU institution eu-LISACANCOM Group announced that as part of the international ecos consortium, the CANCOM Group has won an attractive framework contract with the EU institution eu-LISA. The framework agreement has a maximum term of six years. CANCOM was selected for its expertise in infrastructure services and will provide server, storage & networking components and hardware equipment. In addition, CANCOM technical architects will work closely with the ecos team to design, test and deploy all stack infrastructure solutions, including software through to virtualization. CANCOM's international focus will enable the provision of services required for the project at various locations of eu-LISA and the cooperating institution in France, Poland and Austria. The maximum total value is around 440 million euros for the consortium as a whole, with CANCOM's share amounting to 110 to 120 million euros. Currently, the necessary resources are being put in place so that activities can probably start before the end of the first quarter of 2021.
Is New 90 Day High Low • Feb 05New 90-day high: €52.30The company is up 37% from its price of €38.22 on 06 November 2020. The Austrian market is up 35% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €54.50 per share.
お知らせ • Feb 04+ 1 more updateCancom SE to Report Fiscal Year 2020 Results on Mar 30, 2021Cancom SE announced that they will report fiscal year 2020 results on Mar 30, 2021
Is New 90 Day High Low • Jan 20New 90-day high: €47.38The company is up 18% from its price of €40.02 on 22 October 2020. The Austrian market is up 35% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the IT industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €53.68 per share.
お知らせ • Jan 06Cancom SE (XTRA:COK) completed the acquisition of Anders & Rodewyk Das Systemhaus Fur Computertechnologien Gmbh.Cancom SE (XTRA:COK) agreed to acquire Anders & Rodewyk Das Systemhaus Fur Computertechnologien Gmbh on December 14, 2020. Anders & Rodewyk generates annual sales of €27 million with an EBITDA of €2.4 million. The Founders and shareholders of Anders & Rodewyk - Bernward Anders and Jens Rodewyk - become part of CANCOM. Founders remain operationally responsible for the Hanover location. The transaction is still subject to the approval of the antitrust authorities. Cancom SE (XTRA:COK) completed the acquisition of Anders & Rodewyk Das Systemhaus Fur Computertechnologien Gmbh on January 4, 2020. Ebner Stolz Gmbh & Co. Kg provided financial and tax due diligence to Cancom.
Is New 90 Day High Low • Jan 05New 90-day high: €47.20The company is up 9.0% from its price of €43.18 on 07 October 2020. The Austrian market is up 27% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €51.71 per share.
お知らせ • Dec 13Cancom SE, Annual General Meeting, Jun 29, 2021Cancom SE, Annual General Meeting, Jun 29, 2021.
お知らせ • Dec 12+ 1 more updateCancom SE to Report Fiscal Year 2020 Results on Feb 04, 2021Cancom SE announced that they will report fiscal year 2020 results on Feb 04, 2021
Analyst Estimate Surprise Post Earnings • Nov 13Revenue misses expectationsRevenue missed analyst estimates by 2.2%. Over the next year, revenue is forecast to grow 7.3% compared to a 2.4% decline forecast for the IT industry in Austria.
Reported Earnings • Nov 13Third quarter 2020 earnings released: EPS €0.65The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: €396.9m (up 3.0% from 3Q 2019). Net income: €25.1m (up 45% from 3Q 2019). Profit margin: 6.3% (up from 4.5% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Oct 30Market pulls back on stock over the past weekAfter last week's 15% share price decline to €33.74, the stock is trading at a trailing P/E ratio of 42.6x, down from the previous P/E ratio of 50.2x. This compares to an average P/E of 21x in the IT industry in Europe. Total returns to shareholders over the past three years are 10%.
Is New 90 Day High Low • Oct 19New 90-day low: €42.86The company is down 15% from its price of €50.65 on 21 July 2020. The Austrian market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €42.39 per share.
Is New 90 Day High Low • Oct 02New 90-day low: €43.48The company is down 10.0% from its price of €48.14 on 26 June 2020. The Austrian market is down 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €43.86 per share.
お知らせ • Jun 19Cancom SE to Report First Half, 2020 Results on Aug 13, 2020Cancom SE announced that they will report first half, 2020 results on Aug 13, 2020