Nagarro SE

XTRA:NA9 株式レポート

時価総額:€500.7m

Nagarro 過去の業績

過去 基準チェック /56

Nagarroは、平均年間6.1%の収益成長を遂げていますが、 IT業界の収益は、年間 成長しています。収益は、平均年間6.1% 14%収益成長率で 成長しています。 Nagarroの自己資本利益率は27.2%であり、純利益率は4.7%です。

主要情報

6.13%

収益成長率

-2.23%

EPS成長率

IT 業界の成長13.97%
収益成長率13.97%
株主資本利益率27.19%
ネット・マージン4.74%
次回の業績アップデート14 Aug 2026

最近の業績更新

分析記事 May 25

Nagarro's (ETR:NA9) Soft Earnings Are Actually Better Than They Appear

The most recent earnings report from Nagarro SE ( ETR:NA9 ) was disappointing for shareholders. However, our analysis...

Recent updates

ナラティブの更新 May 21

NA9: New CFO Appointment And Share Buyback Will Support Future Upside

Analysts have trimmed their Nagarro price target from €77.75 to €72.25 as updated assumptions for revenue growth, profit margins, discount rate and future P/E have led to a slightly lower fair value estimate. What's in the News Nagarro has appointed Prateek Aggarwal as Chief Financial Officer, effective May 1, 2026, for an initial three year term.
ナラティブの更新 Apr 29

NA9: New CFO Appointment And Share Buyback Will Support Future Upside

Analysts have trimmed their price target on Nagarro from €89.75 to €77.75, reflecting updated assumptions for slightly softer revenue growth, a modestly lower profit margin profile, a higher discount rate, and a marginally adjusted future P/E multiple. What's in the News Supervisory Board appoints Prateek Aggarwal as Chief Financial Officer from May 1, 2026, for an initial three year term.
新しいナラティブ Mar 25

Fluidic Intelligence And AI Adoption Will Drive Stronger Margins And Earnings Quality

Catalysts About Nagarro Nagarro provides digital engineering and consulting services that help clients modernize technology, improve operations and apply AI in complex environments. What are the underlying business or industry changes driving this perspective?
新しいナラティブ Mar 10

AI Execution Risks And Soft Demand Will Challenge Fluidic Intelligence Upside Over Time

Catalysts About Nagarro Nagarro is a global IT services company focused on digital engineering, AI driven solutions and complex enterprise technology transformations. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 Feb 26

NA9: AI Partnership And Stable Profit Outlook Will Support Future Upside

Analysts have raised their Nagarro price target to €89.75. This reflects updated assumptions for a slightly higher discount rate and future P/E multiple while keeping the underlying fair value estimate unchanged at €89.75.
ナラティブの更新 Feb 11

NA9: AI Partnership And Share Buybacks Will Support Future Upside Potential

Analysts have trimmed their price target for Nagarro slightly from €90.25 to €89.75. This reflects small tweaks to assumptions around discount rate, revenue growth, profit margin and future P/E rather than any major shift in the underlying view.
ナラティブの更新 Jan 27

NA9: AI Partnership And Share Buybacks Will Support Future Shareholder Value

Analysts have kept their fair value estimate for Nagarro steady at €90.25, with only small tweaks to discount rate and forward P/E assumptions. This signals that their view on the stock’s overall risk and earnings profile is broadly unchanged.
ナラティブの更新 Jan 12

NA9: AI Partnerships And Tuck In Deals Will Drive Future Shareholder Value

Narrative Update on Nagarro Analysts now hold their fair value estimate for Nagarro steady at €90.25 per share, with only minor tweaks to inputs such as the discount rate and assumed future P/E that fine tune rather than overhaul their overall view. What's in the News Nagarro has become an OpenAI Services Partner, supporting enterprises across Asia Pacific in adopting OpenAI technologies such as the OpenAI API and ChatGPT Enterprise, with a focus on advisory, engineering and enablement for generative AI solutions and responsible deployment in core workflows (Client Announcements).
分析記事 Jan 08

Is Nagarro (ETR:NA9) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
ナラティブの更新 Dec 14

NA9: Share Buybacks Are Expected To Drive Future Shareholder Value

Analysts have modestly revised their price target for Nagarro, keeping fair value broadly unchanged at €90.25. They have slightly lowered the discount rate and forward P/E assumptions as they factor in a marginally improved risk profile and stable long term growth and profitability expectations.
分析記事 Dec 08

A Look At The Intrinsic Value Of Nagarro SE (ETR:NA9)

Key Insights Nagarro's estimated fair value is €79.62 based on 2 Stage Free Cash Flow to Equity Nagarro's €76.25 share...
ナラティブの更新 Nov 28

NA9: Share Buybacks And Acquisitions Are Expected To Drive Shareholder Value

Analysts have raised their price target for Nagarro from €84.00 to €90.25, citing improved revenue growth prospects and higher projected profit margins. What's in the News Nagarro is actively pursuing smaller, strategic tuck-in acquisitions to enhance its technology portfolio and expand in the Japan and India tech services corridor (Key Developments).
分析記事 Oct 07

Sentiment Still Eluding Nagarro SE (ETR:NA9)

With a median price-to-earnings (or "P/E") ratio of close to 19x in Germany, you could be forgiven for feeling...
ナラティブの更新 Sep 04

Cloud And AI Adoption Will Expand Japan And Middle East

The consensus analyst price target for Nagarro has been revised downward, primarily reflecting a lower expected future P/E ratio, with the fair value estimate now at €84.00. What's in the News Nagarro SE lowered its 2025 revenue guidance, now expecting results near the lower end of €1,020 million to €1,080 million.
User avatar
新しいナラティブ Jul 01

Nagarro's Digital Leap could Propel Revenue by 10% Over 5 Years

Digital Transformation Megatrend: Enterprises worldwide continue investing in cloud migration, AI integration, and automation—core service areas for Nagarro.
分析記事 Jun 24

It's Unlikely That The CEO Of Nagarro SE (ETR:NA9) Will See A Huge Pay Rise This Year

Key Insights Nagarro to hold its Annual General Meeting on 30th of June CEO Manas Human's total compensation includes...
分析記事 May 25

Nagarro's (ETR:NA9) Soft Earnings Are Actually Better Than They Appear

The most recent earnings report from Nagarro SE ( ETR:NA9 ) was disappointing for shareholders. However, our analysis...
分析記事 May 12

Take Care Before Diving Into The Deep End On Nagarro SE (ETR:NA9)

With a price-to-earnings (or "P/E") ratio of 15.8x Nagarro SE ( ETR:NA9 ) may be sending bullish signals at the moment...
分析記事 Apr 01

Here's What's Concerning About Nagarro's (ETR:NA9) Returns On Capital

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
分析記事 Mar 13

Nagarro (ETR:NA9) Has A Pretty Healthy Balance Sheet

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Feb 26

At €83.20, Is It Time To Put Nagarro SE (ETR:NA9) On Your Watch List?

While Nagarro SE ( ETR:NA9 ) might not have the largest market cap around , it saw a double-digit share price rise of...
分析記事 Feb 06

The Price Is Right For Nagarro SE (ETR:NA9)

When close to half the companies in Germany have price-to-earnings ratios (or "P/E's") below 16x, you may consider...
User avatar
新しいナラティブ Jan 29

Acquisition Of FWD View Will Strengthen Position In Financial Services Sector

Strategic acquisitions and partnerships aim to enhance technological and geographical growth, driving revenue opportunities across various sectors.
分析記事 Dec 23

Nagarro (ETR:NA9) Is Reinvesting At Lower Rates Of Return

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...
分析記事 Nov 22

Nagarro's (ETR:NA9) Solid Earnings Have Been Accounted For Conservatively

Investors signalled that they were pleased with Nagarro SE's ( ETR:NA9 ) most recent earnings report. According to our...
分析記事 Nov 18

Analysts Have Been Trimming Their Nagarro SE (ETR:NA9) Price Target After Its Latest Report

It's been a good week for Nagarro SE ( ETR:NA9 ) shareholders, because the company has just released its latest...
分析記事 Nov 07

Is Now An Opportune Moment To Examine Nagarro SE (ETR:NA9)?

While Nagarro SE ( ETR:NA9 ) might not have the largest market cap around , it received a lot of attention from a...
分析記事 Oct 23

Are Investors Undervaluing Nagarro SE (ETR:NA9) By 38%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Nagarro fair value estimate is €153 Nagarro's €95.10 share...
分析記事 Oct 05

After Leaping 26% Nagarro SE (ETR:NA9) Shares Are Not Flying Under The Radar

The Nagarro SE ( ETR:NA9 ) share price has done very well over the last month, posting an excellent gain of 26%. The...
分析記事 Sep 15

Nagarro (ETR:NA9) Has A Pretty Healthy Balance Sheet

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...

収支内訳

Nagarro の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

XTRA:NA9 収益、費用、利益 ( )EUR Millions
日付収益収益G+A経費研究開発費
31 Mar 261,0014750
31 Dec 259993950
30 Sep 251,0004980
30 Jun 259894060
31 Mar 259814460
31 Dec 249724970
30 Sep 249475160
30 Jun 249385180
31 Mar 2492151100
31 Dec 239124980
30 Sep 239225480
30 Jun 239176860
31 Mar 239017940
31 Dec 228577750
30 Sep 227887040
30 Jun 226995660
31 Mar 226163850
31 Dec 215463050
30 Sep 214932030
30 Jun 214581630
31 Mar 214362030
31 Dec 204311830
30 Sep 204303430
31 Dec 194032530
31 Dec 18288730
31 Dec 17211320

質の高い収益: NA9は 高品質の収益 を持っています。

利益率の向上: NA9の現在の純利益率 (4.7%)は、昨年(4.5%)よりも高くなっています。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: NA9の収益は過去 5 年間で年間6.1%増加しました。

成長の加速: NA9の過去 1 年間の収益成長率 ( 8.2% ) は、5 年間の平均 ( 年間6.1%を上回っています。

収益対業界: NA9の過去 1 年間の収益成長率 ( 8.2% ) はIT業界4%を上回りました。


株主資本利益率

高いROE: NA9の 自己資本利益率 ( 27.19% ) は 高い ですが、この指標は負債レベルが高いために歪んでいます。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

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2026/05/28 18:20
終値2026/05/28 00:00
収益2026/03/31
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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

Nagarro SE 4 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。9

アナリスト機関
Martin ComtesseJefferies LLC
Alexander Zienkowiczmwb research AG
Nicolas DavidODDO BHF Corporate & Markets