Sidetrade（7QG）株式概要Sidetrade SAはフランス国内および国際的にSaaS企業として事業を展開している。 詳細7QG ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長2/6過去の実績3/6財務の健全性4/6配当金0/6報酬収益は年間12.77%増加すると予測されています 過去5年間の収益は年間19.4%増加しました。 リスク分析リスクチェックの結果、7QG 、リスクは検出されなかった。すべてのリスクチェックを見る7QG Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€153.6016.7% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0108m2016201920222025202620282031Revenue €107.6mEarnings €15.8mAdvancedSet Fair ValueView all narrativesSidetrade SA 競合他社FabasoftSymbol: XTRA:FAAMarket cap: €149.6mServicewareSymbol: XTRA:SJJMarket cap: €132.3mIDOXSymbol: DB:LWLMarket cap: €416.0mCENITSymbol: XTRA:CSHMarket cap: €73.3m価格と性能株価の高値、安値、推移の概要Sidetrade過去の株価現在の株価€153.6052週高値€258.0052週安値€108.00ベータ-0.0491ヶ月の変化-10.80%3ヶ月変化8.94%1年変化n/a3年間の変化n/a5年間の変化n/aIPOからの変化-7.47%最新ニュースお知らせ • May 14Sidetrade SA, Annual General Meeting, Jun 18, 2026Sidetrade SA, Annual General Meeting, Jun 18, 2026. Location: boulogne billancourt FranceReported Earnings • Apr 26Full year 2025 earnings released: EPS: €6.03 (vs €5.35 in FY 2024)Full year 2025 results: EPS: €6.03 (up from €5.35 in FY 2024). Revenue: €65.5m (up 19% from FY 2024). Net income: €9.02m (up 14% from FY 2024). Profit margin: 14% (in line with FY 2024). Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Germany.お知らせ • Apr 24Sidetrade Announces Executive AppointmentsSidetrade announced two senior leadership appointments as it executes O2C Intelligence 2030, its strategic plan to operate as an AI-native enterprise. Axelle de Faÿ joins as Chief Customer Experience Officer and Frédéric Dupont-Aldiolan is appointed Chief Human Resources Officer. These appointments position the Group for an operating model where every employee works alongside AI agents. de Faÿ returns after spending her first 13 years at Sidetrade building the Consulting, Presales, Customer Success and Professional Services organization from the ground up. Her mandate is to unify Customer Success, Professional Services, and IT Support. Every client should get paired with AI agents that optimize their Order-to-Cash performance. Every interaction will run to one measurable standard. de Faÿ led Customer Success then large-scale transformation programs at Salesforcefor over a decade across EMEA and emerging markets. She brings a rare combination of deep Sidetrade expertise and leadership at scale, with a clear understanding of entrepreneurial culture and experience of AI-augmented customer delivery. Dupont-Aldiolan has spent 18 years inside Sidetrade operations, most recently as Chief Services Officer, running global deployments and teams across more than 20 nationalities. His mandate covers the Sidetrade organizational rebuild, redefining roles from task execution to agent orchestration, reskilling the entire workforce on human-agent collaboration, and establishing the governance frameworks required to run AI agents at scale across different regions and regulatory environments. McKinsey’s research underscores why this role is critical. The report finds that around 75% of current roles will need reshaping with new skill mixes that combine greater technological fluency with stronger social, emotional, and higher-cognitive capabilities.Buy Or Sell Opportunity • Apr 23Now 21% overvaluedOver the last 90 days, the stock has fallen 12% to €166. The fair value is estimated to be €137, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.お知らせ • Mar 24Mission Trail Capital Management LLC acquired 5.39% stake in Sidetrade SA (ENXTPA:ALBFR).Mission Trail Capital Management LLC acquired 5.39% stake in Sidetrade SA (ENXTPA:ALBFR) on March 24, 2026. Mission Trail Capital Management has acquired 80,659 shares representing 5.39% of Sidetrade's outstanding share capital. Mission Trail Capital Management LLC completed the acquisition of 5.39% stake in Sidetrade SA (ENXTPA:ALBFR) on March 24, 2026.Valuation Update With 7 Day Price Move • Mar 06Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €133, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 15x in the Software industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €196 per share.最新情報をもっと見るRecent updatesお知らせ • May 14Sidetrade SA, Annual General Meeting, Jun 18, 2026Sidetrade SA, Annual General Meeting, Jun 18, 2026. Location: boulogne billancourt FranceReported Earnings • Apr 26Full year 2025 earnings released: EPS: €6.03 (vs €5.35 in FY 2024)Full year 2025 results: EPS: €6.03 (up from €5.35 in FY 2024). Revenue: €65.5m (up 19% from FY 2024). Net income: €9.02m (up 14% from FY 2024). Profit margin: 14% (in line with FY 2024). Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Germany.お知らせ • Apr 24Sidetrade Announces Executive AppointmentsSidetrade announced two senior leadership appointments as it executes O2C Intelligence 2030, its strategic plan to operate as an AI-native enterprise. Axelle de Faÿ joins as Chief Customer Experience Officer and Frédéric Dupont-Aldiolan is appointed Chief Human Resources Officer. These appointments position the Group for an operating model where every employee works alongside AI agents. de Faÿ returns after spending her first 13 years at Sidetrade building the Consulting, Presales, Customer Success and Professional Services organization from the ground up. Her mandate is to unify Customer Success, Professional Services, and IT Support. Every client should get paired with AI agents that optimize their Order-to-Cash performance. Every interaction will run to one measurable standard. de Faÿ led Customer Success then large-scale transformation programs at Salesforcefor over a decade across EMEA and emerging markets. She brings a rare combination of deep Sidetrade expertise and leadership at scale, with a clear understanding of entrepreneurial culture and experience of AI-augmented customer delivery. Dupont-Aldiolan has spent 18 years inside Sidetrade operations, most recently as Chief Services Officer, running global deployments and teams across more than 20 nationalities. His mandate covers the Sidetrade organizational rebuild, redefining roles from task execution to agent orchestration, reskilling the entire workforce on human-agent collaboration, and establishing the governance frameworks required to run AI agents at scale across different regions and regulatory environments. McKinsey’s research underscores why this role is critical. The report finds that around 75% of current roles will need reshaping with new skill mixes that combine greater technological fluency with stronger social, emotional, and higher-cognitive capabilities.Buy Or Sell Opportunity • Apr 23Now 21% overvaluedOver the last 90 days, the stock has fallen 12% to €166. The fair value is estimated to be €137, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.お知らせ • Mar 24Mission Trail Capital Management LLC acquired 5.39% stake in Sidetrade SA (ENXTPA:ALBFR).Mission Trail Capital Management LLC acquired 5.39% stake in Sidetrade SA (ENXTPA:ALBFR) on March 24, 2026. Mission Trail Capital Management has acquired 80,659 shares representing 5.39% of Sidetrade's outstanding share capital. Mission Trail Capital Management LLC completed the acquisition of 5.39% stake in Sidetrade SA (ENXTPA:ALBFR) on March 24, 2026.Valuation Update With 7 Day Price Move • Mar 06Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €133, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 15x in the Software industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €196 per share.New Risk • Feb 16New 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 7.9% 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. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Feb 12Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €117, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 17x in the Software industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €192 per share.Buy Or Sell Opportunity • Jan 29Now 23% undervaluedThe stock has been flat over the last 90 days, currently trading at €150. The fair value is estimated to be €193, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 30%. Revenue is forecast to grow by 28% in 2 years. Earnings are forecast to grow by 16% in the next 2 years.Valuation Update With 7 Day Price Move • Jan 24Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €179, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 19x in the Software industry in Germany. Total returns to shareholders of 24% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €192 per share.Buy Or Sell Opportunity • Dec 12Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at €249. The fair value is estimated to be €205, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 30%. Revenue is forecast to grow by 34% in 2 years. Earnings are forecast to grow by 21% in the next 2 years.お知らせ • Nov 28+ 1 more updateSidetrade SA to Report Fiscal Year 2025 Results on Mar 31, 2026Sidetrade SA announced that they will report fiscal year 2025 results at 5:40 PM, Central European Standard Time on Mar 31, 2026Board Change • Nov 17Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Gilles Rigal was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Oct 28Sidetrade SA (ENXTPA:ALBFR) completed the acquisition of ezyCollect Pty Ltd.Sidetrade SA (ENXTPA:ALBFR) signed binding agreement to acquire ezyCollect Pty Ltd. for €37.3 million on October 13, 2025. The transaction values ezyCollect at €37.3 million, including €34.7 million paid in cash at closing and €2.6 million in Sidetrade free shares, designed to retain the company’s two founders and key team members for a minimum of three years. In addition, the founders may be eligible for an earn-out of up to €5.6 million, based on ezyCollect’s Annual Recurring Revenue (ARR) growth through the end of 2028. This earnout is currently estimated at approximately €3.3 million and would be settled equally in Sidetrade shares and cash. The acquisition is financed with Sidetrade’s cash on hand and a €25 million long-term credit facility with an interest rate of approximately 3.1%, fully hedged. The acquisition of ezyCollect is expected to close in the next few weeks, subject to customary closing conditions. America's Growth Capital, LLC acted as financial advisor for ezyCollect Pty Ltd. Thomson Geer acted as legal advisor for ezyCollect Pty Ltd. Laurent Bensaid and Julien Vicariot of King and Spalding LLP acted as legal advisor for Sidetrade SA. Sidetrade SA (ENXTPA:ALBFR) completed the acquisition of ezyCollect Pty Ltd. on October 27, 2025.お知らせ • Oct 13Sidetrade SA (ENXTPA:ALBFR) signed binding agreement to acquire ezyCollect Pty Ltd. for €37 million.Sidetrade SA (ENXTPA:ALBFR) signed binding agreement to acquire ezyCollect Pty Ltd. for €37 million on October 13, 2025. A cash consideration of €37 million will be paid by Sidetrade SA, which includes an initial payment upon closing and a potential earn-out based on revenue growth through 2028. The cash component of the contemplated transaction will be financed through a combination of the Group’s available cash resources and a long-term bank loan facility of €25 million, bearing a fixed rate of approximately 3.1% secured through hedging instruments. ezyCollect’s management team will remain primarily responsible, independently from Sidetrade’s enterprise sales force. The acquisition of ezyCollect is expected to close in the next few weeks, subject to customary closing conditions. America's Growth Capital, LLC acted as financial advisor for ezyCollect Pty Ltd. Thomson Geer acted as legal advisor for ezyCollect Pty Ltd. Laurent Bensaid and Julien Vicariot of King and Spalding LLP acted as legal advisor for Sidetrade SA.Board Change • Feb 20Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Gilles Rigal was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Feb 01Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Gilles Rigal was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Nov 21Sidetrade SA, Annual General Meeting, Jun 18, 2025Sidetrade SA, Annual General Meeting, Jun 18, 2025.お知らせ • Nov 20Sidetrade SA to Report Fiscal Year 2024 Results on Mar 26, 2025Sidetrade SA announced that they will report fiscal year 2024 results After-Market on Mar 26, 2025お知らせ • Nov 19Sidetrade SA to Report First Half, 2025 Results on Sep 17, 2025Sidetrade SA announced that they will report first half, 2025 results on Sep 17, 2025Board Change • Aug 19Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Gilles Rigal was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Jun 24Sidetrade Appoints Allison Barlaz as Chief Marketing OfficerSidetrade announced Allison Barlaz as Chief Marketing Officer. This appointment is part of Sidetrade's ambitious plan to enhance its market presence and accelerate growth, with a focus on North America. Allison Barlaz joins Sidetrade with over twenty-five years’ experience in product and marketing roles across software companies, including SaaS vendors. In her new role, Barlaz provides visionary leadership and strategic marketing direction, contributing to Sidetrade’s expansion goals. She joins the executive committee of Sidetrade, expanding its membership to 10. Barlaz has a proven track record in demand generation, leveraging new marketing technologies to support business objectives and drive revenue growth. In addition, she has experience in the Order-to-Cash market, having spearheaded BlackLine's demand generation and digital marketing strategy for more than two years. Barlaz is based in the US and holds degrees from INSEAD Business School, UC Berkeley, and the University of Pennsylvania, underscoring her formidable background and readiness to lead Sidetrade’s marketing endeavors.Board Change • Apr 20No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 5 non-independent directors. Non-Executive Director Gilles Rigal was the last director to join the board, commencing their role in 2023. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 17Sidetrade SA (ENXTPA:ALBFR) signed binding purchase agreements to acquire 58.73% stake in SHS VIVEON AG (XTRA:SHWK) for €4.4 million.Sidetrade SA (ENXTPA:ALBFR) signed binding purchase agreements to acquire 58.73% stake in SHS VIVEON AG (XTRA:SHWK) for €4.4 million on April 15, 2024. The offer price per share is €3 for 1,462,489 shares. Sidetrade is assisted by King & Spalding LLP as legal advisor on the transaction and ODDO BHF SE as financial advisor.お知らせ • Apr 16Sidetrade Provides Sales Guidance for the Year 2024Sidetrade provided sales guidance for the year 2024. The company reported that Double-digit growth in sales confirmed for 2024.お知らせ • Nov 22+ 2 more updatesSidetrade SA to Report First Half, 2024 Results on Sep 10, 2024Sidetrade SA announced that they will report first half, 2024 results on Sep 10, 2024お知らせ • Sep 22Sidetrade Announces Board AppointmentsSidetrade announced the appointment of two new non-executive Directors, Gilles Rigal and Jean-Luc Robert, to the company’s Board of Directors. Gilles Rigal and Jean-Luc Robert’s career paths are marked by leadership roles in leading international software companies. Effective immediately, these appointments will bring a collective 85 years of expertise whilst accelerating Sidetrade’s international development. Gilles Rigal has had a remarkable career with successful software vendors, including as EMEA Vice President at BMC Software and Chief Operation Officer at Systar. He also served as a Partner at Seven2 (formerly Apax Partners) for 22 years, where he led the tech investments in companies such as Altran, Inetum (formerlyGFI), Graitec Infovista, and Cartesis. His achievements testify to his deep expertise in the software industry. Gille's leadership will be instrumental in driving Sidetrade's sustained growth and ensuring long-term success, making him an invaluable addition to the company's Board of Directors. Jean-Luc Robert, a well-known CEO in the SaaS industry who has built over the last 20 years the global leader of cloud-based finance and liquidity solutions, Kyriba. Recently stepped down in his role as CEO, his track record of success, coupled with his expertise in cash management and the US market, along with his mastery of the SaaS entrepreneurship, position Jean-Luc as an incredible asset in guiding Sidetrade towards ongoing growth and successful expansion, especially for the US market. These appointments expand the size of Sidetrade’s Board of Directors to five members including: Pierre-Yves, Dargaud Managing Partner and Deputy Managing Director, Amala Partners; Christelle Dhrif, Chief Communications Officer, Sidetrade; and Olivier Novasque, CEO, Sidetrade.New Risk • Aug 04New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 9.1% Last year net profit margin: 14% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks Profit margins are more than 30% lower than last year (9.1% net profit margin). Shareholders have been diluted in the past year (2.4% increase in shares outstanding).お知らせ • Jul 04Sidetrade SA (ENXTPA:ALBFR) entered into a definitive agreement to acquire Business from CreditPoint Software, Inc. for €3 million.Sidetrade SA (ENXTPA:ALBFR) entered into a definitive agreement to acquire Business from CreditPoint Software, Inc. for €3 million on July 3, 2023. The amount includes an earn out based on the sales achieved by Sidetrade for CreditPoint Software's solution over the next three years. The consideration was financed from €36 million of the company's cash position.お知らせ • Dec 15+ 2 more updatesSidetrade SA, Annual General Meeting, Jun 15, 2023Sidetrade SA, Annual General Meeting, Jun 15, 2023, at 11:00 Central European Standard Time.Valuation Update With 7 Day Price Move • Mar 16Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to €129, the stock trades at a forward P/E ratio of 70x. Average forward P/E is 29x in the Software industry in Germany.株主還元7QGDE SoftwareDE 市場7D-6.1%-4.2%0.6%1Yn/a-46.4%3.8%株主還元を見る業界別リターン: 7QGがGerman Software業界に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。リターン対市場: 7QG German市場に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。価格変動Is 7QG's price volatile compared to industry and market?7QG volatility7QG Average Weekly Movement7.1%Software Industry Average Movement7.0%Market Average Movement5.8%10% most volatile stocks in DE Market13.3%10% least volatile stocks in DE Market2.8%安定した株価: 7QG 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 7QGの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト2000404Olivier Novasquewww.sidetrade.comSidetrade SAはフランス国内外でSaaS事業を展開している。AIを活用したO2Cアシスタント「Aimie」、現金・与信管理ソフトウェアソリューション「Augmented Cash」、AIを活用した支払・送金マッチングによるキャッシュフロー「Cash Application」、ERPから直接請求書発行の自動化を実現する「Augmented Invoice」、案件管理ソフトウェア「Digital Case」、Tableauを活用したリアルタイムの売掛金分析「Sidetrade Analytics」を提供している。また、ERP、ビジネス、財務システムと統合する「サイドトレード・コネクター・インテグレーション・API」、AIを活用した与信オンボーディング、意思決定、リスク・エクスポージャー管理「クレジット・リスク・エキスパート」、AIを活用した売掛金回収ソフト「オーグメンテッド・コレクション」、ARの支払い予測行動に関する客観的な統計分析「サイドトレード・ペイメント・インテリジェンス」も提供している。建設・鉱業、消費財、金融サービス、ICT、ライフサイエンス、製造、小売、サービス、運輸・物流、公益事業・環境セクターにサービスを提供している。サイドトレードSAは2000年に設立され、フランスのブローニュ・ビヤンクールに本社を置いている。もっと見るSidetrade SA 基礎のまとめSidetrade の収益と売上を時価総額と比較するとどうか。7QG 基礎統計学時価総額€218.87m収益（TTM）€9.02m売上高(TTM)€61.63m24.3xPER（株価収益率3.6xP/Sレシオ7QG は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計7QG 損益計算書（TTM）収益€61.63m売上原価€53.45m売上総利益€8.18mその他の費用-€849.00k収益€9.02m直近の収益報告Dec 31, 2025次回決算日Sep 22, 2026一株当たり利益（EPS）6.39グロス・マージン13.27%純利益率14.64%有利子負債／自己資本比率61.7%7QG の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation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2026/06/19 08:58終値2026/06/19 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この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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Sidetrade SA 2 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Emmanuel ParotGilbert DupontGabriel SantierGilbert DupontEmmanuel MatotODDO BHF Corporate & Markets4 その他のアナリストを表示
お知らせ • May 14Sidetrade SA, Annual General Meeting, Jun 18, 2026Sidetrade SA, Annual General Meeting, Jun 18, 2026. Location: boulogne billancourt France
Reported Earnings • Apr 26Full year 2025 earnings released: EPS: €6.03 (vs €5.35 in FY 2024)Full year 2025 results: EPS: €6.03 (up from €5.35 in FY 2024). Revenue: €65.5m (up 19% from FY 2024). Net income: €9.02m (up 14% from FY 2024). Profit margin: 14% (in line with FY 2024). Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Germany.
お知らせ • Apr 24Sidetrade Announces Executive AppointmentsSidetrade announced two senior leadership appointments as it executes O2C Intelligence 2030, its strategic plan to operate as an AI-native enterprise. Axelle de Faÿ joins as Chief Customer Experience Officer and Frédéric Dupont-Aldiolan is appointed Chief Human Resources Officer. These appointments position the Group for an operating model where every employee works alongside AI agents. de Faÿ returns after spending her first 13 years at Sidetrade building the Consulting, Presales, Customer Success and Professional Services organization from the ground up. Her mandate is to unify Customer Success, Professional Services, and IT Support. Every client should get paired with AI agents that optimize their Order-to-Cash performance. Every interaction will run to one measurable standard. de Faÿ led Customer Success then large-scale transformation programs at Salesforcefor over a decade across EMEA and emerging markets. She brings a rare combination of deep Sidetrade expertise and leadership at scale, with a clear understanding of entrepreneurial culture and experience of AI-augmented customer delivery. Dupont-Aldiolan has spent 18 years inside Sidetrade operations, most recently as Chief Services Officer, running global deployments and teams across more than 20 nationalities. His mandate covers the Sidetrade organizational rebuild, redefining roles from task execution to agent orchestration, reskilling the entire workforce on human-agent collaboration, and establishing the governance frameworks required to run AI agents at scale across different regions and regulatory environments. McKinsey’s research underscores why this role is critical. The report finds that around 75% of current roles will need reshaping with new skill mixes that combine greater technological fluency with stronger social, emotional, and higher-cognitive capabilities.
Buy Or Sell Opportunity • Apr 23Now 21% overvaluedOver the last 90 days, the stock has fallen 12% to €166. The fair value is estimated to be €137, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
お知らせ • Mar 24Mission Trail Capital Management LLC acquired 5.39% stake in Sidetrade SA (ENXTPA:ALBFR).Mission Trail Capital Management LLC acquired 5.39% stake in Sidetrade SA (ENXTPA:ALBFR) on March 24, 2026. Mission Trail Capital Management has acquired 80,659 shares representing 5.39% of Sidetrade's outstanding share capital. Mission Trail Capital Management LLC completed the acquisition of 5.39% stake in Sidetrade SA (ENXTPA:ALBFR) on March 24, 2026.
Valuation Update With 7 Day Price Move • Mar 06Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €133, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 15x in the Software industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €196 per share.
お知らせ • May 14Sidetrade SA, Annual General Meeting, Jun 18, 2026Sidetrade SA, Annual General Meeting, Jun 18, 2026. Location: boulogne billancourt France
Reported Earnings • Apr 26Full year 2025 earnings released: EPS: €6.03 (vs €5.35 in FY 2024)Full year 2025 results: EPS: €6.03 (up from €5.35 in FY 2024). Revenue: €65.5m (up 19% from FY 2024). Net income: €9.02m (up 14% from FY 2024). Profit margin: 14% (in line with FY 2024). Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Germany.
お知らせ • Apr 24Sidetrade Announces Executive AppointmentsSidetrade announced two senior leadership appointments as it executes O2C Intelligence 2030, its strategic plan to operate as an AI-native enterprise. Axelle de Faÿ joins as Chief Customer Experience Officer and Frédéric Dupont-Aldiolan is appointed Chief Human Resources Officer. These appointments position the Group for an operating model where every employee works alongside AI agents. de Faÿ returns after spending her first 13 years at Sidetrade building the Consulting, Presales, Customer Success and Professional Services organization from the ground up. Her mandate is to unify Customer Success, Professional Services, and IT Support. Every client should get paired with AI agents that optimize their Order-to-Cash performance. Every interaction will run to one measurable standard. de Faÿ led Customer Success then large-scale transformation programs at Salesforcefor over a decade across EMEA and emerging markets. She brings a rare combination of deep Sidetrade expertise and leadership at scale, with a clear understanding of entrepreneurial culture and experience of AI-augmented customer delivery. Dupont-Aldiolan has spent 18 years inside Sidetrade operations, most recently as Chief Services Officer, running global deployments and teams across more than 20 nationalities. His mandate covers the Sidetrade organizational rebuild, redefining roles from task execution to agent orchestration, reskilling the entire workforce on human-agent collaboration, and establishing the governance frameworks required to run AI agents at scale across different regions and regulatory environments. McKinsey’s research underscores why this role is critical. The report finds that around 75% of current roles will need reshaping with new skill mixes that combine greater technological fluency with stronger social, emotional, and higher-cognitive capabilities.
Buy Or Sell Opportunity • Apr 23Now 21% overvaluedOver the last 90 days, the stock has fallen 12% to €166. The fair value is estimated to be €137, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
お知らせ • Mar 24Mission Trail Capital Management LLC acquired 5.39% stake in Sidetrade SA (ENXTPA:ALBFR).Mission Trail Capital Management LLC acquired 5.39% stake in Sidetrade SA (ENXTPA:ALBFR) on March 24, 2026. Mission Trail Capital Management has acquired 80,659 shares representing 5.39% of Sidetrade's outstanding share capital. Mission Trail Capital Management LLC completed the acquisition of 5.39% stake in Sidetrade SA (ENXTPA:ALBFR) on March 24, 2026.
Valuation Update With 7 Day Price Move • Mar 06Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €133, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 15x in the Software industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €196 per share.
New Risk • Feb 16New 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 7.9% 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. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Feb 12Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €117, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 17x in the Software industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €192 per share.
Buy Or Sell Opportunity • Jan 29Now 23% undervaluedThe stock has been flat over the last 90 days, currently trading at €150. The fair value is estimated to be €193, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 30%. Revenue is forecast to grow by 28% in 2 years. Earnings are forecast to grow by 16% in the next 2 years.
Valuation Update With 7 Day Price Move • Jan 24Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €179, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 19x in the Software industry in Germany. Total returns to shareholders of 24% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €192 per share.
Buy Or Sell Opportunity • Dec 12Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at €249. The fair value is estimated to be €205, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 30%. Revenue is forecast to grow by 34% in 2 years. Earnings are forecast to grow by 21% in the next 2 years.
お知らせ • Nov 28+ 1 more updateSidetrade SA to Report Fiscal Year 2025 Results on Mar 31, 2026Sidetrade SA announced that they will report fiscal year 2025 results at 5:40 PM, Central European Standard Time on Mar 31, 2026
Board Change • Nov 17Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Gilles Rigal was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 28Sidetrade SA (ENXTPA:ALBFR) completed the acquisition of ezyCollect Pty Ltd.Sidetrade SA (ENXTPA:ALBFR) signed binding agreement to acquire ezyCollect Pty Ltd. for €37.3 million on October 13, 2025. The transaction values ezyCollect at €37.3 million, including €34.7 million paid in cash at closing and €2.6 million in Sidetrade free shares, designed to retain the company’s two founders and key team members for a minimum of three years. In addition, the founders may be eligible for an earn-out of up to €5.6 million, based on ezyCollect’s Annual Recurring Revenue (ARR) growth through the end of 2028. This earnout is currently estimated at approximately €3.3 million and would be settled equally in Sidetrade shares and cash. The acquisition is financed with Sidetrade’s cash on hand and a €25 million long-term credit facility with an interest rate of approximately 3.1%, fully hedged. The acquisition of ezyCollect is expected to close in the next few weeks, subject to customary closing conditions. America's Growth Capital, LLC acted as financial advisor for ezyCollect Pty Ltd. Thomson Geer acted as legal advisor for ezyCollect Pty Ltd. Laurent Bensaid and Julien Vicariot of King and Spalding LLP acted as legal advisor for Sidetrade SA. Sidetrade SA (ENXTPA:ALBFR) completed the acquisition of ezyCollect Pty Ltd. on October 27, 2025.
お知らせ • Oct 13Sidetrade SA (ENXTPA:ALBFR) signed binding agreement to acquire ezyCollect Pty Ltd. for €37 million.Sidetrade SA (ENXTPA:ALBFR) signed binding agreement to acquire ezyCollect Pty Ltd. for €37 million on October 13, 2025. A cash consideration of €37 million will be paid by Sidetrade SA, which includes an initial payment upon closing and a potential earn-out based on revenue growth through 2028. The cash component of the contemplated transaction will be financed through a combination of the Group’s available cash resources and a long-term bank loan facility of €25 million, bearing a fixed rate of approximately 3.1% secured through hedging instruments. ezyCollect’s management team will remain primarily responsible, independently from Sidetrade’s enterprise sales force. The acquisition of ezyCollect is expected to close in the next few weeks, subject to customary closing conditions. America's Growth Capital, LLC acted as financial advisor for ezyCollect Pty Ltd. Thomson Geer acted as legal advisor for ezyCollect Pty Ltd. Laurent Bensaid and Julien Vicariot of King and Spalding LLP acted as legal advisor for Sidetrade SA.
Board Change • Feb 20Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Gilles Rigal was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Feb 01Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Gilles Rigal was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Nov 21Sidetrade SA, Annual General Meeting, Jun 18, 2025Sidetrade SA, Annual General Meeting, Jun 18, 2025.
お知らせ • Nov 20Sidetrade SA to Report Fiscal Year 2024 Results on Mar 26, 2025Sidetrade SA announced that they will report fiscal year 2024 results After-Market on Mar 26, 2025
お知らせ • Nov 19Sidetrade SA to Report First Half, 2025 Results on Sep 17, 2025Sidetrade SA announced that they will report first half, 2025 results on Sep 17, 2025
Board Change • Aug 19Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Gilles Rigal was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 24Sidetrade Appoints Allison Barlaz as Chief Marketing OfficerSidetrade announced Allison Barlaz as Chief Marketing Officer. This appointment is part of Sidetrade's ambitious plan to enhance its market presence and accelerate growth, with a focus on North America. Allison Barlaz joins Sidetrade with over twenty-five years’ experience in product and marketing roles across software companies, including SaaS vendors. In her new role, Barlaz provides visionary leadership and strategic marketing direction, contributing to Sidetrade’s expansion goals. She joins the executive committee of Sidetrade, expanding its membership to 10. Barlaz has a proven track record in demand generation, leveraging new marketing technologies to support business objectives and drive revenue growth. In addition, she has experience in the Order-to-Cash market, having spearheaded BlackLine's demand generation and digital marketing strategy for more than two years. Barlaz is based in the US and holds degrees from INSEAD Business School, UC Berkeley, and the University of Pennsylvania, underscoring her formidable background and readiness to lead Sidetrade’s marketing endeavors.
Board Change • Apr 20No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 5 non-independent directors. Non-Executive Director Gilles Rigal was the last director to join the board, commencing their role in 2023. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 17Sidetrade SA (ENXTPA:ALBFR) signed binding purchase agreements to acquire 58.73% stake in SHS VIVEON AG (XTRA:SHWK) for €4.4 million.Sidetrade SA (ENXTPA:ALBFR) signed binding purchase agreements to acquire 58.73% stake in SHS VIVEON AG (XTRA:SHWK) for €4.4 million on April 15, 2024. The offer price per share is €3 for 1,462,489 shares. Sidetrade is assisted by King & Spalding LLP as legal advisor on the transaction and ODDO BHF SE as financial advisor.
お知らせ • Apr 16Sidetrade Provides Sales Guidance for the Year 2024Sidetrade provided sales guidance for the year 2024. The company reported that Double-digit growth in sales confirmed for 2024.
お知らせ • Nov 22+ 2 more updatesSidetrade SA to Report First Half, 2024 Results on Sep 10, 2024Sidetrade SA announced that they will report first half, 2024 results on Sep 10, 2024
お知らせ • Sep 22Sidetrade Announces Board AppointmentsSidetrade announced the appointment of two new non-executive Directors, Gilles Rigal and Jean-Luc Robert, to the company’s Board of Directors. Gilles Rigal and Jean-Luc Robert’s career paths are marked by leadership roles in leading international software companies. Effective immediately, these appointments will bring a collective 85 years of expertise whilst accelerating Sidetrade’s international development. Gilles Rigal has had a remarkable career with successful software vendors, including as EMEA Vice President at BMC Software and Chief Operation Officer at Systar. He also served as a Partner at Seven2 (formerly Apax Partners) for 22 years, where he led the tech investments in companies such as Altran, Inetum (formerlyGFI), Graitec Infovista, and Cartesis. His achievements testify to his deep expertise in the software industry. Gille's leadership will be instrumental in driving Sidetrade's sustained growth and ensuring long-term success, making him an invaluable addition to the company's Board of Directors. Jean-Luc Robert, a well-known CEO in the SaaS industry who has built over the last 20 years the global leader of cloud-based finance and liquidity solutions, Kyriba. Recently stepped down in his role as CEO, his track record of success, coupled with his expertise in cash management and the US market, along with his mastery of the SaaS entrepreneurship, position Jean-Luc as an incredible asset in guiding Sidetrade towards ongoing growth and successful expansion, especially for the US market. These appointments expand the size of Sidetrade’s Board of Directors to five members including: Pierre-Yves, Dargaud Managing Partner and Deputy Managing Director, Amala Partners; Christelle Dhrif, Chief Communications Officer, Sidetrade; and Olivier Novasque, CEO, Sidetrade.
New Risk • Aug 04New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 9.1% Last year net profit margin: 14% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks Profit margins are more than 30% lower than last year (9.1% net profit margin). Shareholders have been diluted in the past year (2.4% increase in shares outstanding).
お知らせ • Jul 04Sidetrade SA (ENXTPA:ALBFR) entered into a definitive agreement to acquire Business from CreditPoint Software, Inc. for €3 million.Sidetrade SA (ENXTPA:ALBFR) entered into a definitive agreement to acquire Business from CreditPoint Software, Inc. for €3 million on July 3, 2023. The amount includes an earn out based on the sales achieved by Sidetrade for CreditPoint Software's solution over the next three years. The consideration was financed from €36 million of the company's cash position.
お知らせ • Dec 15+ 2 more updatesSidetrade SA, Annual General Meeting, Jun 15, 2023Sidetrade SA, Annual General Meeting, Jun 15, 2023, at 11:00 Central European Standard Time.
Valuation Update With 7 Day Price Move • Mar 16Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to €129, the stock trades at a forward P/E ratio of 70x. Average forward P/E is 29x in the Software industry in Germany.
