View ValuationEconocom Group 将来の成長Future 基準チェック /16Econocom Group利益と収益がそれぞれ年間7.7%と2.7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に14.7% 3.7%なると予測されています。主要情報7.7%収益成長率3.71%EPS成長率IT 収益成長12.1%収益成長率2.7%将来の株主資本利益率14.70%アナリストカバレッジLow最終更新日17 Apr 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • May 03Econocom Group SE announces Annual dividend, payable on July 02, 2026Econocom Group SE announced Annual dividend of EUR 0.0265 per share payable on July 02, 2026, ex-date on June 30, 2026 and record date on July 01, 2026.Declared Dividend • Apr 13Dividend of €0.05 announcedShareholders will receive a dividend of €0.05. Ex-date: 30th June 2026 Payment date: 2nd July 2026 Dividend yield will be 3.7%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (16% earnings payout ratio) and cash flows (4% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 2.5% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Valuation Update With 7 Day Price Move • Mar 26Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €1.35, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 14x in the IT industry in Germany. Total loss to shareholders of 24% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €1.51 per share.New Risk • Mar 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.3% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.3% average weekly change).Reported Earnings • Feb 12Full year 2025 earnings releasedFull year 2025 results: Revenue: €2.92b (up 6.5% from FY 2024). Net income: €53.2m (up 38% from FY 2024). Profit margin: 1.8% (up from 1.4% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the IT industry in Germany.Buy Or Sell Opportunity • Jan 14Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at €1.67. The fair value is estimated to be €2.10, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.2% over the last 3 years. Earnings per share has declined by 11%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 85% in the next 2 years.Board Change • Nov 14Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Philippe Capron was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Oct 23Econocom Group SE to Report Fiscal Year 2025 Results on Feb 10, 2026Econocom Group SE announced that they will report fiscal year 2025 results After-Market on Feb 10, 2026Board Change • Aug 25Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Philippe Capron was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Jul 10+ 1 more updateEconocom Group SE (ENXTBR:ECONB) acquired 67% stake in Image Supply Systems A.V. Limited.Econocom Group SE (ENXTBR:ECONB) acquired 67% stake in Image Supply Systems A.V. Limited on July 8, 2025. The transaction will be financed through the €225 million Schuldschein private placement. For the period ending March 31, 2025, Image Supply Systems A.V. Limited reported total revenue of €9.3 million. Econocom Group SE (ENXTBR:ECONB) completed the acquisition of 67% stake in Image Supply Systems A.V. Limited on July 8, 2025.Buy Or Sell Opportunity • May 06Now 23% overvaluedThe stock has been flat over the last 90 days, currently trading at €1.99. The fair value is estimated to be €1.62, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.9% over the last 3 years. Earnings per share has declined by 11%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings are also forecast to grow by 21% per annum over the same time period.Declared Dividend • Apr 30Dividend of €0.10 announcedShareholders will receive a dividend of €0.10. Ex-date: 30th June 2025 Payment date: 2nd July 2025 Dividend yield will be 5.4%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (44% earnings payout ratio) and cash flows (11% cash payout ratio). The dividend has increased by an average of 2.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 59% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 30Econocom Group SE announces Annual dividend, payable on July 02, 2025Econocom Group SE announced Annual dividend of EUR 0.0520 per share payable on July 02, 2025, ex-date on June 30, 2025 and record date on July 01, 2025.Board Change • Apr 22Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Director Philippe Capron was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Mar 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Director Philippe Capron was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Feb 17Econocom Group SE, Annual General Meeting, Mar 31, 2025Econocom Group SE, Annual General Meeting, Mar 31, 2025.Board Change • Dec 13Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Director Philippe Capron was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Oct 22Econocom Group SE to Report Fiscal Year 2024 Results on Feb 13, 2025Econocom Group SE announced that they will report fiscal year 2024 results After-Market on Feb 13, 2025Board Change • Oct 11Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Director Philippe Capron was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Aug 13Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Director Philippe Capron was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.お知らせ • Jul 26+ 1 more updateEconocom Announces CEO ChangesEconocom has named company veteran Angel Benguigui its new CEO, replacing managing director Patrick van den Berg, who is leaving the company for another job. Econocom founder Jean-Louis Bouchard will serve as Chairman, separating the role from the CEO duties.Board Change • Apr 19Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 7 non-independent directors. Independent Director Philippe Capron was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 10Econocom Announces Board AppointmentsEconocom has appointed Chantal De Vrieze and Philippe Capron to its board, for a mandate of four years.Board Change • Mar 01Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Eric Boustouller was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Nov 23+ 1 more updateEconocom Group SE to Report Fiscal Year 2023 Results on Feb 14, 2024Econocom Group SE announced that they will report fiscal year 2023 results at 5:40 PM, Central European Standard Time on Feb 14, 2024Board Change • Sep 21Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 7 non-independent directors. Independent Director Eric Boustouller was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Sep 18Econocom Group SE(ENXTBR:ECONB) dropped from S&P Global BMI IndexEconocom Group SE(ENXTBR:ECONB) dropped from S&P Global BMI IndexNew Risk • Jun 15New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 0.1% per year for the foreseeable future.Board Change • May 23Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Eric Boustouller was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 19Full year 2022 earnings releasedFull year 2022 results: Revenue: €2.72b (up 8.5% from FY 2021). Net income: €72.6m (flat on FY 2021). Profit margin: 2.7% (down from 2.9% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 2 years, compared to a 9.8% growth forecast for the IT industry in Germany.Board Change • Feb 14Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 1 highly experienced director. 3 independent directors (5 non-independent directors). Independent Director Marie-Christine Levet was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Board Change • Dec 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 1 highly experienced director. 3 independent directors (5 non-independent directors). Independent Director Marie-Christine Levet was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Dec 07+ 1 more updateEconocom Group SE to Report First Half, 2023 Results on Jul 25, 2023Econocom Group SE announced that they will report first half, 2023 results on Jul 25, 2023Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 1 highly experienced director. 3 independent directors (5 non-independent directors). Independent Director Marie-Christine Levet was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Upcoming Dividend • Jun 23Upcoming dividend of €0.13 per shareEligible shareholders must have bought the stock before 30 June 2022. Payment date: 04 July 2022. Trailing yield: 4.3%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (1.6%).Board Change • Jun 02Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 7 experienced directors. 1 highly experienced director. 3 independent directors (6 non-independent directors). Independent Director Marie-Christine Levet was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Board Change • Apr 01Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 1 highly experienced director. 3 independent directors (5 non-independent directors). Independent Director Marie-Christine Levet was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Mar 04Full year 2021 earnings: Revenues miss analyst expectationsFull year 2021 results: Revenue: €2.51b (down 2.1% from FY 2020). Net income: €77.6m (up 68% from FY 2020). Profit margin: 3.1% (up from 1.8% in FY 2020). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 2.5%. Over the next year, revenue is forecast to grow 3.3%, compared to a 16% growth forecast for the industry in Germany.Board Change • Feb 28Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 7 experienced directors. 1 highly experienced director. 3 independent directors (6 non-independent directors). Independent Director Marie-Christine Levet was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Board Change • Jan 07Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 1 highly experienced director. 3 independent directors (5 non-independent directors). Independent Director Marie-Christine Levet was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Board Change • Nov 12Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 1 highly experienced director. 3 independent directors (5 non-independent directors). Independent Director Marie-Christine Levet was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Board Change • Oct 05Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 1 highly experienced director. 3 independent directors (5 non-independent directors). Independent Director Marie-Christine Levet was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Board Change • Sep 17Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 1 highly experienced director. 2 independent directors (5 non-independent directors). Independent Director Marie-Christine Levet was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Board Change • Aug 31Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 1 highly experienced director. 2 independent directors (5 non-independent directors). Independent Director Marie-Christine Levet was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Upcoming Dividend • Jul 29Upcoming dividend of €0.084 per shareEligible shareholders must have bought the stock before 05 August 2021. Payment date: 09 August 2021. Trailing yield: 3.3%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (0.9%).Reported Earnings • Jul 25First half 2021 earnings releasedThe company reported a decent first half result with improved earnings and profit margins, although revenues were flat. First half 2021 results: Revenue: €1.24b (flat on 1H 2020). Net income: €31.2m (up €27.4m from 1H 2020). Profit margin: 2.5% (up from 0.3% in 1H 2020).Is New 90 Day High Low • Feb 25New 90-day high: €3.10The company is up 29% from its price of €2.41 on 27 November 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.69 per share.Valuation Update With 7 Day Price Move • Feb 06Investor sentiment improved over the past weekAfter last week's 16% share price gain to €2.91, the stock is trading at a trailing P/E ratio of 13.1x, up from the previous P/E ratio of 11.3x. This compares to an average P/E of 32x in the IT industry in Germany. Total returns to shareholders over the past year are 14%.Is New 90 Day High Low • Feb 05New 90-day high: €2.75The company is up 31% from its price of €2.09 on 06 November 2020. The German market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.63 per share.Is New 90 Day High Low • Jan 15New 90-day high: €2.52The company is up 9.0% from its price of €2.32 on 16 October 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the IT industry, which is down 19% over the same period.Valuation Update With 7 Day Price Move • Nov 06Market bids up stock over the past weekAfter last week's 16% share price gain to €2.10, the stock is trading at a trailing P/E ratio of 9.5x, up from the previous P/E ratio of 8.2x. This compares to an average P/E of 26x in the IT industry in Germany.Valuation Update With 7 Day Price Move • Oct 26Market pulls back on stock over the past weekAfter last week's 17% share price decline to €1.92, the stock is trading at a trailing P/E ratio of 8.3x, down from the previous P/E ratio of 9.9x. This compares to an average P/E of 26x in the IT industry in Germany.Is New 90 Day High Low • Oct 24New 90-day low: €1.97The company is down 12% from its price of €2.24 on 24 July 2020. The German market is down 1.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the IT industry, which is down 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.61 per share.お知らせ • Sep 09Econocom Group SE (ENXTBR:ECONB) acquired Les Abeilles International SA from Bourbon Corporation SA.Econocom Group SE (ENXTBR:ECONB) acquired Les Abeilles International SA from Bourbon Corporation SA on September 8, 2020. Econocom Group SE (ENXTBR:ECONB) completed the acquisition of Les Abeilles International SA from Bourbon Corporation SA on September 8, 2020.お知らせ • Sep 02Econocom Group SE (ENXTBR:ECONB) entered into an agreement to acquire B2B activities of Switch from IT Pro nv.Econocom Group SE (ENXTBR:ECONB) entered into an agreement to acquire B2B activities of Switch from IT Pro nv on September 1, 2020. In the year ended December 31, 2019 B2B activities of Switch generates revenue around of €25 million.業績と収益の成長予測BST:1E91 - アナリストの将来予測と過去の財務データ ( )EUR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20283,1706753102212/31/20273,099594089212/31/20263,006585795312/31/20252,92352190209N/A9/30/20252,90745140157N/A6/30/20252,8314094110N/A3/31/20252,78839126142N/A12/31/20242,80237154171N/A9/30/20242,74446168186N/A6/30/20242,68555182202N/A3/31/20242,6665794116N/A12/31/20232,64759730N/A9/30/20232,624474062N/A6/30/20232,601347393N/A3/31/20232,5964191110N/A12/31/20222,59148109127N/A9/30/20222,576638097N/A6/30/20222,561775067N/A3/31/20222,464714157N/A12/31/20212,367653148N/A9/30/20212,37765106124N/A6/30/20212,38864181201N/A3/31/20212,45456197216N/A12/31/20202,52147214231N/A9/30/20202,61850152169N/A6/30/20202,7165290108N/A3/31/20202,8155491111N/A12/31/20192,9145692115N/A9/30/20193,05355N/A114N/A6/30/20193,19154N/A112N/A3/31/20193,09550N/A116N/A12/31/20183,00045N/A120N/A9/30/20182,84950N/A25N/A6/30/20182,69855N/A-69N/A3/31/20182,66671N/A-62N/A1/1/20182,63486N/A-55N/A10/1/20172,56467N/A24N/A6/30/20172,49347N/A104N/A3/31/20172,51540N/A117N/A12/31/20162,53633N/A131N/A9/30/20162,47144N/A110N/A6/30/20162,40555N/A89N/A3/31/20162,36157N/A82N/A12/31/20152,31658N/A74N/A9/30/20152,27948N/A63N/A6/30/20152,24139N/A53N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 1E91の予測収益成長率 (年間7.7% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: 1E91の収益 ( 7.7% ) German市場 ( 17.1% ) よりも低い成長が予測されています。高成長収益: 1E91の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 1E91の収益 ( 2.7% ) German市場 ( 7.1% ) よりも低い成長が予測されています。高い収益成長: 1E91の収益 ( 2.7% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 1E91の 自己資本利益率 は、3年後には低くなると予測されています ( 14.7 %)。成長企業の発掘7D1Y7D1Y7D1YSoftware 業界の高成長企業。View Past Performance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2026/05/15 23:20終値2026/05/15 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Econocom Group SE 3 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。7 アナリスト機関David VagmanBNP ParibasMark GevensBNP ParibasCharles-Edouard BoissyCIC Market Solutions (ESN)4 その他のアナリストを表示
お知らせ • May 03Econocom Group SE announces Annual dividend, payable on July 02, 2026Econocom Group SE announced Annual dividend of EUR 0.0265 per share payable on July 02, 2026, ex-date on June 30, 2026 and record date on July 01, 2026.
Declared Dividend • Apr 13Dividend of €0.05 announcedShareholders will receive a dividend of €0.05. Ex-date: 30th June 2026 Payment date: 2nd July 2026 Dividend yield will be 3.7%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (16% earnings payout ratio) and cash flows (4% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 2.5% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Valuation Update With 7 Day Price Move • Mar 26Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €1.35, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 14x in the IT industry in Germany. Total loss to shareholders of 24% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €1.51 per share.
New Risk • Mar 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.3% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.3% average weekly change).
Reported Earnings • Feb 12Full year 2025 earnings releasedFull year 2025 results: Revenue: €2.92b (up 6.5% from FY 2024). Net income: €53.2m (up 38% from FY 2024). Profit margin: 1.8% (up from 1.4% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the IT industry in Germany.
Buy Or Sell Opportunity • Jan 14Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at €1.67. The fair value is estimated to be €2.10, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.2% over the last 3 years. Earnings per share has declined by 11%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 85% in the next 2 years.
Board Change • Nov 14Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Philippe Capron was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 23Econocom Group SE to Report Fiscal Year 2025 Results on Feb 10, 2026Econocom Group SE announced that they will report fiscal year 2025 results After-Market on Feb 10, 2026
Board Change • Aug 25Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Philippe Capron was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Jul 10+ 1 more updateEconocom Group SE (ENXTBR:ECONB) acquired 67% stake in Image Supply Systems A.V. Limited.Econocom Group SE (ENXTBR:ECONB) acquired 67% stake in Image Supply Systems A.V. Limited on July 8, 2025. The transaction will be financed through the €225 million Schuldschein private placement. For the period ending March 31, 2025, Image Supply Systems A.V. Limited reported total revenue of €9.3 million. Econocom Group SE (ENXTBR:ECONB) completed the acquisition of 67% stake in Image Supply Systems A.V. Limited on July 8, 2025.
Buy Or Sell Opportunity • May 06Now 23% overvaluedThe stock has been flat over the last 90 days, currently trading at €1.99. The fair value is estimated to be €1.62, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.9% over the last 3 years. Earnings per share has declined by 11%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings are also forecast to grow by 21% per annum over the same time period.
Declared Dividend • Apr 30Dividend of €0.10 announcedShareholders will receive a dividend of €0.10. Ex-date: 30th June 2025 Payment date: 2nd July 2025 Dividend yield will be 5.4%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (44% earnings payout ratio) and cash flows (11% cash payout ratio). The dividend has increased by an average of 2.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 59% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 30Econocom Group SE announces Annual dividend, payable on July 02, 2025Econocom Group SE announced Annual dividend of EUR 0.0520 per share payable on July 02, 2025, ex-date on June 30, 2025 and record date on July 01, 2025.
Board Change • Apr 22Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Director Philippe Capron was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Mar 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Director Philippe Capron was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Feb 17Econocom Group SE, Annual General Meeting, Mar 31, 2025Econocom Group SE, Annual General Meeting, Mar 31, 2025.
Board Change • Dec 13Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Director Philippe Capron was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 22Econocom Group SE to Report Fiscal Year 2024 Results on Feb 13, 2025Econocom Group SE announced that they will report fiscal year 2024 results After-Market on Feb 13, 2025
Board Change • Oct 11Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Director Philippe Capron was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Aug 13Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Director Philippe Capron was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
お知らせ • Jul 26+ 1 more updateEconocom Announces CEO ChangesEconocom has named company veteran Angel Benguigui its new CEO, replacing managing director Patrick van den Berg, who is leaving the company for another job. Econocom founder Jean-Louis Bouchard will serve as Chairman, separating the role from the CEO duties.
Board Change • Apr 19Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 7 non-independent directors. Independent Director Philippe Capron was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 10Econocom Announces Board AppointmentsEconocom has appointed Chantal De Vrieze and Philippe Capron to its board, for a mandate of four years.
Board Change • Mar 01Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Eric Boustouller was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Nov 23+ 1 more updateEconocom Group SE to Report Fiscal Year 2023 Results on Feb 14, 2024Econocom Group SE announced that they will report fiscal year 2023 results at 5:40 PM, Central European Standard Time on Feb 14, 2024
Board Change • Sep 21Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 7 non-independent directors. Independent Director Eric Boustouller was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Sep 18Econocom Group SE(ENXTBR:ECONB) dropped from S&P Global BMI IndexEconocom Group SE(ENXTBR:ECONB) dropped from S&P Global BMI Index
New Risk • Jun 15New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 0.1% per year for the foreseeable future.
Board Change • May 23Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Eric Boustouller was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 19Full year 2022 earnings releasedFull year 2022 results: Revenue: €2.72b (up 8.5% from FY 2021). Net income: €72.6m (flat on FY 2021). Profit margin: 2.7% (down from 2.9% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 2 years, compared to a 9.8% growth forecast for the IT industry in Germany.
Board Change • Feb 14Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 1 highly experienced director. 3 independent directors (5 non-independent directors). Independent Director Marie-Christine Levet was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Board Change • Dec 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 1 highly experienced director. 3 independent directors (5 non-independent directors). Independent Director Marie-Christine Levet was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Dec 07+ 1 more updateEconocom Group SE to Report First Half, 2023 Results on Jul 25, 2023Econocom Group SE announced that they will report first half, 2023 results on Jul 25, 2023
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 1 highly experienced director. 3 independent directors (5 non-independent directors). Independent Director Marie-Christine Levet was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Upcoming Dividend • Jun 23Upcoming dividend of €0.13 per shareEligible shareholders must have bought the stock before 30 June 2022. Payment date: 04 July 2022. Trailing yield: 4.3%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (1.6%).
Board Change • Jun 02Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 7 experienced directors. 1 highly experienced director. 3 independent directors (6 non-independent directors). Independent Director Marie-Christine Levet was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Board Change • Apr 01Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 1 highly experienced director. 3 independent directors (5 non-independent directors). Independent Director Marie-Christine Levet was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Mar 04Full year 2021 earnings: Revenues miss analyst expectationsFull year 2021 results: Revenue: €2.51b (down 2.1% from FY 2020). Net income: €77.6m (up 68% from FY 2020). Profit margin: 3.1% (up from 1.8% in FY 2020). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 2.5%. Over the next year, revenue is forecast to grow 3.3%, compared to a 16% growth forecast for the industry in Germany.
Board Change • Feb 28Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 7 experienced directors. 1 highly experienced director. 3 independent directors (6 non-independent directors). Independent Director Marie-Christine Levet was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Board Change • Jan 07Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 1 highly experienced director. 3 independent directors (5 non-independent directors). Independent Director Marie-Christine Levet was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Board Change • Nov 12Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 1 highly experienced director. 3 independent directors (5 non-independent directors). Independent Director Marie-Christine Levet was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Board Change • Oct 05Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 1 highly experienced director. 3 independent directors (5 non-independent directors). Independent Director Marie-Christine Levet was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Board Change • Sep 17Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 1 highly experienced director. 2 independent directors (5 non-independent directors). Independent Director Marie-Christine Levet was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Board Change • Aug 31Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 1 highly experienced director. 2 independent directors (5 non-independent directors). Independent Director Marie-Christine Levet was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Upcoming Dividend • Jul 29Upcoming dividend of €0.084 per shareEligible shareholders must have bought the stock before 05 August 2021. Payment date: 09 August 2021. Trailing yield: 3.3%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (0.9%).
Reported Earnings • Jul 25First half 2021 earnings releasedThe company reported a decent first half result with improved earnings and profit margins, although revenues were flat. First half 2021 results: Revenue: €1.24b (flat on 1H 2020). Net income: €31.2m (up €27.4m from 1H 2020). Profit margin: 2.5% (up from 0.3% in 1H 2020).
Is New 90 Day High Low • Feb 25New 90-day high: €3.10The company is up 29% from its price of €2.41 on 27 November 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.69 per share.
Valuation Update With 7 Day Price Move • Feb 06Investor sentiment improved over the past weekAfter last week's 16% share price gain to €2.91, the stock is trading at a trailing P/E ratio of 13.1x, up from the previous P/E ratio of 11.3x. This compares to an average P/E of 32x in the IT industry in Germany. Total returns to shareholders over the past year are 14%.
Is New 90 Day High Low • Feb 05New 90-day high: €2.75The company is up 31% from its price of €2.09 on 06 November 2020. The German market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.63 per share.
Is New 90 Day High Low • Jan 15New 90-day high: €2.52The company is up 9.0% from its price of €2.32 on 16 October 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the IT industry, which is down 19% over the same period.
Valuation Update With 7 Day Price Move • Nov 06Market bids up stock over the past weekAfter last week's 16% share price gain to €2.10, the stock is trading at a trailing P/E ratio of 9.5x, up from the previous P/E ratio of 8.2x. This compares to an average P/E of 26x in the IT industry in Germany.
Valuation Update With 7 Day Price Move • Oct 26Market pulls back on stock over the past weekAfter last week's 17% share price decline to €1.92, the stock is trading at a trailing P/E ratio of 8.3x, down from the previous P/E ratio of 9.9x. This compares to an average P/E of 26x in the IT industry in Germany.
Is New 90 Day High Low • Oct 24New 90-day low: €1.97The company is down 12% from its price of €2.24 on 24 July 2020. The German market is down 1.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the IT industry, which is down 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.61 per share.
お知らせ • Sep 09Econocom Group SE (ENXTBR:ECONB) acquired Les Abeilles International SA from Bourbon Corporation SA.Econocom Group SE (ENXTBR:ECONB) acquired Les Abeilles International SA from Bourbon Corporation SA on September 8, 2020. Econocom Group SE (ENXTBR:ECONB) completed the acquisition of Les Abeilles International SA from Bourbon Corporation SA on September 8, 2020.
お知らせ • Sep 02Econocom Group SE (ENXTBR:ECONB) entered into an agreement to acquire B2B activities of Switch from IT Pro nv.Econocom Group SE (ENXTBR:ECONB) entered into an agreement to acquire B2B activities of Switch from IT Pro nv on September 1, 2020. In the year ended December 31, 2019 B2B activities of Switch generates revenue around of €25 million.