View Future GrowthThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsUSU Software 過去の業績過去 基準チェック /26USU Softwareは、平均年間11.3%の収益成長を遂げていますが、 Software業界の収益は、年間 成長しています。収益は、平均年間10.4% 8%収益成長率で 成長しています。 USU Softwareの自己資本利益率は10.1%であり、純利益率は4.5%です。主要情報11.32%収益成長率12.67%EPS成長率Software 業界の成長14.88%収益成長率7.98%株主資本利益率10.08%ネット・マージン4.48%次回の業績アップデート29 Aug 2024最近の業績更新お知らせ • Jul 05+ 1 more updateUSU Software AG to Report First Half, 2024 Results on Aug 29, 2024USU Software AG announced that they will report first half, 2024 results on Aug 29, 2024お知らせ • May 18USU Software AG to Report Q1, 2024 Results on May 23, 2024USU Software AG announced that they will report Q1, 2024 results on May 23, 2024お知らせ • Mar 22USU Software AG to Report Fiscal Year 2023 Results on Mar 28, 2024USU Software AG announced that they will report fiscal year 2023 results on Mar 28, 2024Reported Earnings • Nov 24Third quarter 2023 earnings released: EPS: €0.086 (vs €0.21 in 3Q 2022)Third quarter 2023 results: EPS: €0.086 (down from €0.21 in 3Q 2022). Revenue: €32.9m (up 1.0% from 3Q 2022). Net income: €858.0k (down 62% from 3Q 2022). Profit margin: 2.6% (down from 6.9% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Reported Earnings • Sep 01Second quarter 2023 earnings released: EPS: €0.071 (vs €0.18 in 2Q 2022)Second quarter 2023 results: EPS: €0.071 (down from €0.18 in 2Q 2022). Revenue: €31.6m (up 2.8% from 2Q 2022). Net income: €713.0k (down 62% from 2Q 2022). Profit margin: 2.3% (down from 6.1% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 3% per year.Reported Earnings • May 26First quarter 2023 earnings released: EPS: €0.17 (vs €0.16 in 1Q 2022)First quarter 2023 results: EPS: €0.17 (up from €0.16 in 1Q 2022). Revenue: €33.3m (up 13% from 1Q 2022). Net income: €1.73m (up 4.9% from 1Q 2022). Profit margin: 5.2% (down from 5.6% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.すべての更新を表示Recent updatesお知らせ • Jul 05+ 1 more updateUSU Software AG to Report First Half, 2024 Results on Aug 29, 2024USU Software AG announced that they will report first half, 2024 results on Aug 29, 2024お知らせ • Jul 01USU Software AG, Annual General Meeting, Aug 08, 2024USU Software AG, Annual General Meeting, Aug 08, 2024, at 09:30 W. Europe Standard Time.お知らせ • May 18USU Software AG to Report Q1, 2024 Results on May 23, 2024USU Software AG announced that they will report Q1, 2024 results on May 23, 2024お知らせ • Mar 22USU Software AG to Report Fiscal Year 2023 Results on Mar 28, 2024USU Software AG announced that they will report fiscal year 2023 results on Mar 28, 2024Reported Earnings • Nov 24Third quarter 2023 earnings released: EPS: €0.086 (vs €0.21 in 3Q 2022)Third quarter 2023 results: EPS: €0.086 (down from €0.21 in 3Q 2022). Revenue: €32.9m (up 1.0% from 3Q 2022). Net income: €858.0k (down 62% from 3Q 2022). Profit margin: 2.6% (down from 6.9% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.お知らせ • Nov 23USU Software AG Confirms Revenue Guidance for the Year 2023USU Software AG announced that the management confirmed its Fiscal Year outlook of EUR 132 million - EUR 139 million sales (eNuW: EUR 133 million).Major Estimate Revision • Sep 10Consensus EPS estimates fall by 27%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from €137.5m to €134.1m. EPS estimate also fell from €0.84 per share to €0.61 per share. Net income forecast to grow 31% next year vs 13% growth forecast for Software industry in Germany. Consensus price target down from €31.15 to €29.60. Share price fell 5.5% to €17.30 over the past week.Reported Earnings • Sep 01Second quarter 2023 earnings released: EPS: €0.071 (vs €0.18 in 2Q 2022)Second quarter 2023 results: EPS: €0.071 (down from €0.18 in 2Q 2022). Revenue: €31.6m (up 2.8% from 2Q 2022). Net income: €713.0k (down 62% from 2Q 2022). Profit margin: 2.3% (down from 6.1% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 3% per year.分析記事 • Aug 25USU Software (ETR:OSP2) Might Have The Makings Of A Multi-BaggerIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...お知らせ • Aug 24USU Software AG Provides Sales Guidance for the Year 2023USU Software AG provided sales guidance for the year 2023. The company now expects sales growth to EUR 132 million to 139 million in 2023 as a whole (previously: EUR 134 -139 million).Valuation Update With 7 Day Price Move • Aug 24Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €18.00, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 27x in the Software industry in Germany. Total loss to shareholders of 5.8% over the past three years.分析記事 • Jun 23Is USU Software AG (ETR:OSP2) Potentially Undervalued?USU Software AG ( ETR:OSP2 ), might not be a large cap stock, but it saw a double-digit share price rise of over 10% in...Upcoming Dividend • Jun 14Upcoming dividend of €0.55 per share at 2.1% yieldEligible shareholders must have bought the stock before 21 June 2023. Payment date: 23 June 2023. Payout ratio is a comfortable 71% and the cash payout ratio is 88%. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.6%).Reported Earnings • May 26First quarter 2023 earnings released: EPS: €0.17 (vs €0.16 in 1Q 2022)First quarter 2023 results: EPS: €0.17 (up from €0.16 in 1Q 2022). Revenue: €33.3m (up 13% from 1Q 2022). Net income: €1.73m (up 4.9% from 1Q 2022). Profit margin: 5.2% (down from 5.6% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.Reported Earnings • Mar 31Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: €0.76 (up from €0.64 in FY 2021). Revenue: €126.5m (up 13% from FY 2021). Net income: €7.58m (up 12% from FY 2021). Profit margin: 6.0% (in line with FY 2021). Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) missed analyst estimates by 7.1%. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.Buying Opportunity • Feb 10Now 20% undervaluedOver the last 90 days, the stock is up 21%. The fair value is estimated to be €26.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has grown by 6.9%. Revenue is forecast to grow by 19% in 2 years. Earnings is forecast to grow by 94% in the next 2 years.お知らせ • Jan 29+ 4 more updatesUSU Software AG to Report First Half, 2023 Results on Aug 31, 2023USU Software AG announced that they will report first half, 2023 results on Aug 31, 2023Buying Opportunity • Jan 25Now 21% undervaluedOver the last 90 days, the stock is up 21%. The fair value is estimated to be €26.04, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has grown by 6.9%. Revenue is forecast to grow by 19% in 2 years. Earnings is forecast to grow by 94% in the next 2 years.Buying Opportunity • Jan 10Now 20% undervaluedOver the last 90 days, the stock is up 18%. The fair value is estimated to be €26.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has grown by 6.9%. Revenue is forecast to grow by 19% in 2 years. Earnings is forecast to grow by 94% in the next 2 years.分析記事 • Jan 03USU Software AG (ETR:OSP2) Shares Could Be 24% Below Their Intrinsic Value EstimateKey Insights USU Software's estimated fair value is €28.3 based on 2 Stage Free Cash Flow to Equity Current share price...Reported Earnings • Nov 26Third quarter 2022 earnings released: EPS: €0.21 (vs €0.22 in 3Q 2021)Third quarter 2022 results: EPS: €0.21 (down from €0.22 in 3Q 2021). Revenue: €32.6m (up 17% from 3Q 2021). Net income: €2.24m (down 4.5% from 3Q 2021). Profit margin: 6.9% (down from 8.4% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 8% per year.分析記事 • Oct 05Do USU Software's (ETR:OSP2) Earnings Warrant Your Attention?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Reported Earnings • Sep 01Second quarter 2022 earnings released: EPS: €0.18 (vs €0.17 in 2Q 2021)Second quarter 2022 results: EPS: €0.18 (up from €0.17 in 2Q 2021). Revenue: €30.7m (up 15% from 2Q 2021). Net income: €1.88m (up 6.9% from 2Q 2021). Profit margin: 6.1% (down from 6.6% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 10%, compared to a 7.8% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 01USU Software AG (XTRA:OSP2) announces an Equity Buyback for 523,770 shares, representing 5% of its issued share capital.USU Software AG (XTRA:OSP2) announces a share repurchase program. Under the program, the company will repurchase up to 523,770 shares, representing 5%. The maximum price paid by the shareholders would not exceed €18.75 per share. The offer is valid till October 5, 2022.お知らせ • Aug 25USU Software AG to Report First Half, 2022 Results on Aug 31, 2022USU Software AG announced that they will report first half, 2022 results on Aug 31, 2022Upcoming Dividend • Jun 27Upcoming dividend of €0.50 per shareEligible shareholders must have bought the stock before 04 July 2022. Payment date: 06 July 2022. Payout ratio is on the higher end at 83%, however this is supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (4.5%). Higher than average of industry peers (2.0%).分析記事 • Jun 17USU Software (ETR:OSP2) Hasn't Managed To Accelerate Its ReturnsIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...お知らせ • Jun 10USU Software AG Developes an Integrated, Scalable Platform for Efficient Controlling and Management in Complex Hybrid IT InfrastructuresUSU Software AG developed an integrated, scalable platform for efficient controlling and management in complex hybrid IT infrastructures. USU Hybrid Cloud Management (HCM) provides a end-to-end view for the optimal planning, coordination, monitoring, charging and controlling of various cloud resources and IT services across the board. The HCM solution ideally supplements USU's customer service and IT management portfolio and is available to customers now. Interested parties can get a good overview of the tool's capabilities through an on-demand webinar series or by attending a roadshow appointment. Skyrocketing cloud costs are the biggest challenge to companies when operating cloud computing environments. The cause is often the uncontrolled proliferation of cloud resources. The result is a lack of transparency and control, which frequently leads to violations of governance rules and significantly increases the risk of non-compliance. USU Hybrid Cloud Management supports companies in operating complex IT infrastructures with the help of the following functions: Cloud CMDB is a central information hub providing an overview of all cloud resources and their allocation to business services and cost centers. Cloud Cost Management integrates budgets, produces analyses, pinpoints unutilized resources and thus handles end-to-end cost controlling and optimization. Cloud License Management delivers transparency of the software licenses purchased and used at any time. This minimizes license costs and risks as well due to integrated compliance checking. Cloud Governance Management creates a uniform, multi-provider structure for allocating cloud resources to cost centers, business services, organizational structures and responsibilities. The Cloud Status Overview allows to monitor the utilization and availability of all cloud resources and the associated business services.Reported Earnings • May 20First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: EPS: €0.16 (down from €0.19 in 1Q 2021). Revenue: €29.6m (up 8.8% from 1Q 2021). Net income: €1.65m (down 19% from 1Q 2021). Profit margin: 5.6% (down from 7.5% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Over the next year, revenue is forecast to grow 12%, compared to a 13% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.お知らせ • May 20USU Software AG Confirms Forecast for the Full Year 2022USU Software AG confirmed forecast for the full year 2022. Following the positive first quarter and in light of the new all-time high in terms of orders on hand, the Management Board is confirming the full-year forecast for 2022 that it published on March 24, 2022. This forecast provides for sales growth to EUR 120-125 million with recurring revenue accounting for 45% of new product business.お知らせ • May 13+ 1 more updateUSU Software AG to Report Q1, 2022 Results on May 19, 2022USU Software AG announced that they will report Q1, 2022 results on May 19, 2022お知らせ • Mar 23USU Software AG to Report Fiscal Year 2021 Results on Mar 24, 2022USU Software AG announced that they will report fiscal year 2021 results on Mar 24, 2022お知らせ • Feb 02Bâloise Holding AG (SWX:BALN) acquired Usu Solutions Gmbh from USU Software AG (XTRA:OSP2).Bâloise Holding AG (SWX:BALN) acquired Usu Solutions Gmbh from USU Software AG (XTRA:OSP2) on January 31, 2022. Bâloise Holding AG (SWX:BALN) completed the acquisition of Usu Solutions Gmbh from USU Software AG (XTRA:OSP2) on January 31, 2022.Reported Earnings • Nov 19Third quarter 2021 earnings released: EPS €0.22 (vs €0.082 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €27.9m (up 8.4% from 3Q 2020). Net income: €2.35m (up 171% from 3Q 2020). Profit margin: 8.4% (up from 3.4% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 19Third quarter 2021 earnings released: EPS €0.22 (vs €0.082 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €27.9m (up 8.4% from 3Q 2020). Net income: €2.35m (up 171% from 3Q 2020). Profit margin: 8.4% (up from 3.4% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Reported Earnings • Sep 01Second quarter 2021 earnings released: EPS €0.17 (vs €0.14 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €26.7m (up 3.3% from 2Q 2020). Net income: €1.76m (up 16% from 2Q 2020). Profit margin: 6.6% (up from 5.9% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jun 30Upcoming dividend of €0.40 per shareEligible shareholders must have bought the stock before 07 July 2021. Payment date: 09 July 2021. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (3.2%). In line with average of industry peers (1.5%).お知らせ • Jun 30USU's Software Asset Management Solution Verified by Oracle for Data Collection of Oracle Fusion MiddlewareUSU Group announced that their USU Software Asset Management solution has been verified by Oracle for data discovery of Fusion Middleware products. Combined with their prior verification for Oracle Database and Database Options, the USU solution can provide valuable data for end-to-end coverage of a company's Oracle environment. USU is a trusted partner of Oracle, and this new verification ensures their data collection meets or exceeds Oracle's standards. Customers can use the USU solution to gather accurate data about the installation and usage of Fusion Middleware products, and submit it in a software compliance audit, instead of using Oracle's measurement tools. USU Software Asset Management is verified by Oracle for its discovery of Middleware applications such as WebLogic, Oracle Application Server, Oracle Business Intelligence, Tuxedo, Webcenter, Forms & Reports, and Oracle SOA. The specialized Oracle solution is also verified for collecting installation and usage data for Oracle Database and its related options and features. It uses that data for its compliance reporting and deep optimization features. Important tasks include detecting and downgrading databases, excluding options that could be false positives, and deactivating costly accidental activations.分析記事 • Jun 24USU Software (ETR:OSP2) Is Due To Pay A Dividend Of €0.40USU Software AG ( ETR:OSP2 ) will pay a dividend of €0.40 on the 9th of July. This payment means that the dividend...Reported Earnings • May 15First quarter 2021 earnings released: EPS €0.19 (vs €0.15 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €27.2m (up 3.7% from 1Q 2020). Net income: €2.03m (up 29% from 1Q 2020). Profit margin: 7.5% (up from 6.0% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • May 15USU Software AG Provides Earnings Guidance for the Year 2021USU Software AG provided earnings guidance for the year 2021. For the period, the group expects to record slight growth in sales.分析記事 • May 09Is There Now An Opportunity In USU Software AG (ETR:OSP2)?USU Software AG ( ETR:OSP2 ), might not be a large cap stock, but it saw a double-digit share price rise of over 10% in...分析記事 • Apr 12USU Software (ETR:OSP2) Has More To Do To Multiply In Value Going ForwardIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Price Target Changed • Apr 08Price target increased to €31.83Up from €26.25, the current price target is an average from 2 analysts. New target price is 12% above last closing price of €28.40. Stock is up 83% over the past year.Major Estimate Revision • Apr 01Consensus EPS estimates fall to €0.57The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from €117.9m to €116.4m. EPS estimate also fell from €0.78 to €0.57. Net income forecast to grow 9.4% next year vs 2.4% growth forecast for Software industry in Germany. Consensus price target up from €26.25 to €27.75. Share price rose 3.7% to €28.00 over the past week.分析記事 • Mar 28USU Software AG Just Recorded A 6.1% EPS Beat: Here's What Analysts Are Forecasting NextInvestors in USU Software AG ( ETR:OSP2 ) had a good week, as its shares rose 4.8% to close at €28.40 following the...Reported Earnings • Mar 26Full year 2020 earnings released: EPS €0.52 (vs €0.50 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2020 results: Revenue: €107.3m (up 12% from FY 2019). Net income: €5.48m (up 4.0% from FY 2019). Profit margin: 5.1% (down from 5.5% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 19USU Software AG to Report Fiscal Year 2020 Final Results on Mar 25, 2021USU Software AG announced that they will report fiscal year 2020 final results on Mar 25, 2021お知らせ • Mar 16USU Software AG Announces Solution to Analyze SAP(R) Digital Access Excluding Subsequent DocumentsUSU Group announced powerful enhanced features for estimating SAP Digital Access in their flagship solution, USU Software Asset Management. It is the SAM industry's first solution to fully analyze the potential pricing of the Digital Access licensing model and help SAP customers avoid unnecessary costs or liabilities. The USU solution simulates the logic of SAP's own Digital Access Estimation Tool to produce a comparable analysis, and accurately predict the number of document licenses required under Digital Access. It shows how many digital documents have been created in the digital core, and by whom, through a single console. USU counts and filters important factors, such as disregarding fees for non-chargeable "subsequent" Financial documents, that the SAP estimation tool did not previously do. SAP customers must decide between two SAP licensing models: moving to Digital Access which charges per Digital Document or continuing with Indirect Access which charges for third-party making use of SAP data. The USU Software Asset Management solution offers an automated way to understand which model has more favorable conditions for cost reduction and avoidance. USU Software Asset Management is certified by SAP to be used technically in SAP NetWeaver as an ABAP add-on, helping USU customers benefit from improved interoperability and supportability. ITAM Review has independently verified the solution meets the biggest SAP licensing challenges, including ensuring compliance, optimizing licenses, identifying indirect access, and migrating to S/4HANA.お知らせ • Mar 10British Fintech Company Azimo Chooses Usu to Power Its Customer SupportUSU is equipping online money transfer service Azimo with its knowledge management solution for customer service. The digital customer service solution matches Azimo's innovative business model and furthers its mission to make financial services affordable and available to all. With USU Knowledge Management, Azimo will centralize its support data to create a single source of truth for customer service agents. The integration of Zendesk's cloud-based ticketing gives customer service agents a complete, up-to-date view from every customer channel, be it email, social media, web or phone. The solution is consistent across eight different languages, crucial for a money transfer service that serves more than 200 countries and territories. USU Knowledge Management also serves as an internal hub, with integrated e-learning for faster, more effective employee training and onboarding. By improving key performance indicators such as reducing handling times, onboarding times, and increasing first contact resolution rates, the company aims to achieve a ROI within several months.分析記事 • Mar 08Should USU Software AG (ETR:OSP2) Be Part Of Your Dividend Portfolio?Today we'll take a closer look at USU Software AG ( ETR:OSP2 ) from a dividend investor's perspective. Owning a strong...分析記事 • Feb 22USU Software AG (ETR:OSP2) Stock Is Going Strong But Fundamentals Look Uncertain: What Lies Ahead ?Most readers would already be aware that USU Software's (ETR:OSP2) stock increased significantly by 16% over the past...分析記事 • Feb 09Estimating The Fair Value Of USU Software AG (ETR:OSP2)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of USU Software AG...分析記事 • Jan 26USU Software (ETR:OSP2) Is Growing Earnings But Are They A Good Guide?Broadly speaking, profitable businesses are less risky than unprofitable ones. However, sometimes companies receive a...分析記事 • Jan 15What Kind Of Shareholders Hold The Majority In USU Software AG's (ETR:OSP2) Shares?The big shareholder groups in USU Software AG ( ETR:OSP2 ) have power over the company. Insiders often own a large...Is New 90 Day High Low • Jan 13New 90-day high: €29.60The company is up 34% from its price of €22.10 on 14 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is down 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €24.94 per share.分析記事 • Jan 04Here's Why I Think USU Software (ETR:OSP2) Might Deserve Your Attention TodayFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...分析記事 • Dec 24The Trends At USU Software (ETR:OSP2) That You Should Know AboutIf you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...Is New 90 Day High Low • Dec 18New 90-day high: €29.00The company is up 20% from its price of €24.10 on 18 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is down 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €21.17 per share.Valuation Update With 7 Day Price Move • Dec 18Investor sentiment improved over the past weekAfter last week's 25% share price gain to €29.00, the stock is trading at a trailing P/E ratio of 39x, up from the previous P/E ratio of 31.2x. This compares to an average P/E of 27x in the Software industry in Germany. Total returns to shareholders over the past three years are 22%.分析記事 • Dec 14Does USU Software's (ETR:OSP2) Share Price Gain of 46% Match Its Business Performance?These days it's easy to simply buy an index fund, and your returns should (roughly) match the market. But one can do...分析記事 • Dec 03What Did USU Software's (ETR:OSP2) CEO Take Home Last Year?Bernhard Oberschmidt is the CEO of USU Software AG ( ETR:OSP2 ), and in this article, we analyze the executive's...Price Target Changed • Nov 25Price target raised to €26.25Up from €23.75, the current price target is an average from 2 analysts. The new target price is 14% above the current share price of €23.00. As of last close, the stock is up 48% over the past year.分析記事 • Nov 23USU Software AG's (ETR:OSP2) Stock Is Rallying But Financials Look Ambiguous: Will The Momentum Continue?Most readers would already be aware that USU Software's (ETR:OSP2) stock increased significantly by 18% over the past...Reported Earnings • Nov 17Third quarter 2020 earnings released: EPS €0.082The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2020 results: Revenue: €25.8m (up 8.1% from 3Q 2019). Net income: €868.0k (down 63% from 3Q 2019). Profit margin: 3.4% (down from 9.9% in 3Q 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Sep 25New 90-day high: €25.10The company is up 24% from its price of €20.20 on 26 June 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €16.27 per share.分析記事 • Jun 17Here’s why USU Software AG’s (ETR:OSP2) Returns On Capital Matters So MuchToday we are going to look at USU Software AG (ETR:OSP2) to see whether it might be an attractive investment prospect...収支内訳USU Software 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:OSP2 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 241346372131 Dec 231325382130 Sep 231315372130 Jun 231316362031 Mar 231308361931 Dec 221278351830 Sep 221236331730 Jun 221186321731 Mar 221146311731 Dec 211127311730 Sep 211118321730 Jun 211096321631 Mar 211086331631 Dec 201075341530 Sep 201058331630 Jun 201039321631 Mar 201007321631 Dec 19965311630 Sep 19952341630 Jun 19941311631 Mar 19910301631 Dec 18901291530 Sep 18904251530 Jun 18873271531 Mar 18864271431 Dec 17843271430 Sep 17803251330 Jun 17774231231 Mar 17746211131 Dec 16727201130 Sep 16718191130 Jun 16708191131 Mar 16698181131 Dec 15668161130 Sep 15638161030 Jun 15617151031 Mar 15607151031 Dec 14596151030 Sep 14596151030 Jun 14595151031 Mar 14574151031 Dec 1356415930 Sep 13533149質の高い収益: OSP2は 高品質の収益 を持っています。利益率の向上: OSP2の現在の純利益率 (4.5%)は、昨年(5.9%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: OSP2過去 5 年間で収益を上げており、収益は年間11.3%増加しています。成長の加速: OSP2は過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: OSP2は過去 1 年間で収益成長率がマイナス ( -21.6% ) となったため、 Software業界平均 ( 19.3% ) と比較することが困難です。株主資本利益率高いROE: OSP2の 自己資本利益率 ( 10.1% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YSoftware 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2024/07/20 05:32終値2024/07/15 00:00収益2024/03/31年間収益2023/12/31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USU Software AG 1 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。1 アナリスト機関Cosmin FilkerGBC AG
お知らせ • Jul 05+ 1 more updateUSU Software AG to Report First Half, 2024 Results on Aug 29, 2024USU Software AG announced that they will report first half, 2024 results on Aug 29, 2024
お知らせ • May 18USU Software AG to Report Q1, 2024 Results on May 23, 2024USU Software AG announced that they will report Q1, 2024 results on May 23, 2024
お知らせ • Mar 22USU Software AG to Report Fiscal Year 2023 Results on Mar 28, 2024USU Software AG announced that they will report fiscal year 2023 results on Mar 28, 2024
Reported Earnings • Nov 24Third quarter 2023 earnings released: EPS: €0.086 (vs €0.21 in 3Q 2022)Third quarter 2023 results: EPS: €0.086 (down from €0.21 in 3Q 2022). Revenue: €32.9m (up 1.0% from 3Q 2022). Net income: €858.0k (down 62% from 3Q 2022). Profit margin: 2.6% (down from 6.9% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Reported Earnings • Sep 01Second quarter 2023 earnings released: EPS: €0.071 (vs €0.18 in 2Q 2022)Second quarter 2023 results: EPS: €0.071 (down from €0.18 in 2Q 2022). Revenue: €31.6m (up 2.8% from 2Q 2022). Net income: €713.0k (down 62% from 2Q 2022). Profit margin: 2.3% (down from 6.1% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 3% per year.
Reported Earnings • May 26First quarter 2023 earnings released: EPS: €0.17 (vs €0.16 in 1Q 2022)First quarter 2023 results: EPS: €0.17 (up from €0.16 in 1Q 2022). Revenue: €33.3m (up 13% from 1Q 2022). Net income: €1.73m (up 4.9% from 1Q 2022). Profit margin: 5.2% (down from 5.6% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
お知らせ • Jul 05+ 1 more updateUSU Software AG to Report First Half, 2024 Results on Aug 29, 2024USU Software AG announced that they will report first half, 2024 results on Aug 29, 2024
お知らせ • Jul 01USU Software AG, Annual General Meeting, Aug 08, 2024USU Software AG, Annual General Meeting, Aug 08, 2024, at 09:30 W. Europe Standard Time.
お知らせ • May 18USU Software AG to Report Q1, 2024 Results on May 23, 2024USU Software AG announced that they will report Q1, 2024 results on May 23, 2024
お知らせ • Mar 22USU Software AG to Report Fiscal Year 2023 Results on Mar 28, 2024USU Software AG announced that they will report fiscal year 2023 results on Mar 28, 2024
Reported Earnings • Nov 24Third quarter 2023 earnings released: EPS: €0.086 (vs €0.21 in 3Q 2022)Third quarter 2023 results: EPS: €0.086 (down from €0.21 in 3Q 2022). Revenue: €32.9m (up 1.0% from 3Q 2022). Net income: €858.0k (down 62% from 3Q 2022). Profit margin: 2.6% (down from 6.9% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
お知らせ • Nov 23USU Software AG Confirms Revenue Guidance for the Year 2023USU Software AG announced that the management confirmed its Fiscal Year outlook of EUR 132 million - EUR 139 million sales (eNuW: EUR 133 million).
Major Estimate Revision • Sep 10Consensus EPS estimates fall by 27%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from €137.5m to €134.1m. EPS estimate also fell from €0.84 per share to €0.61 per share. Net income forecast to grow 31% next year vs 13% growth forecast for Software industry in Germany. Consensus price target down from €31.15 to €29.60. Share price fell 5.5% to €17.30 over the past week.
Reported Earnings • Sep 01Second quarter 2023 earnings released: EPS: €0.071 (vs €0.18 in 2Q 2022)Second quarter 2023 results: EPS: €0.071 (down from €0.18 in 2Q 2022). Revenue: €31.6m (up 2.8% from 2Q 2022). Net income: €713.0k (down 62% from 2Q 2022). Profit margin: 2.3% (down from 6.1% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 3% per year.
分析記事 • Aug 25USU Software (ETR:OSP2) Might Have The Makings Of A Multi-BaggerIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...
お知らせ • Aug 24USU Software AG Provides Sales Guidance for the Year 2023USU Software AG provided sales guidance for the year 2023. The company now expects sales growth to EUR 132 million to 139 million in 2023 as a whole (previously: EUR 134 -139 million).
Valuation Update With 7 Day Price Move • Aug 24Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €18.00, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 27x in the Software industry in Germany. Total loss to shareholders of 5.8% over the past three years.
分析記事 • Jun 23Is USU Software AG (ETR:OSP2) Potentially Undervalued?USU Software AG ( ETR:OSP2 ), might not be a large cap stock, but it saw a double-digit share price rise of over 10% in...
Upcoming Dividend • Jun 14Upcoming dividend of €0.55 per share at 2.1% yieldEligible shareholders must have bought the stock before 21 June 2023. Payment date: 23 June 2023. Payout ratio is a comfortable 71% and the cash payout ratio is 88%. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.6%).
Reported Earnings • May 26First quarter 2023 earnings released: EPS: €0.17 (vs €0.16 in 1Q 2022)First quarter 2023 results: EPS: €0.17 (up from €0.16 in 1Q 2022). Revenue: €33.3m (up 13% from 1Q 2022). Net income: €1.73m (up 4.9% from 1Q 2022). Profit margin: 5.2% (down from 5.6% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
Reported Earnings • Mar 31Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: €0.76 (up from €0.64 in FY 2021). Revenue: €126.5m (up 13% from FY 2021). Net income: €7.58m (up 12% from FY 2021). Profit margin: 6.0% (in line with FY 2021). Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) missed analyst estimates by 7.1%. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.
Buying Opportunity • Feb 10Now 20% undervaluedOver the last 90 days, the stock is up 21%. The fair value is estimated to be €26.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has grown by 6.9%. Revenue is forecast to grow by 19% in 2 years. Earnings is forecast to grow by 94% in the next 2 years.
お知らせ • Jan 29+ 4 more updatesUSU Software AG to Report First Half, 2023 Results on Aug 31, 2023USU Software AG announced that they will report first half, 2023 results on Aug 31, 2023
Buying Opportunity • Jan 25Now 21% undervaluedOver the last 90 days, the stock is up 21%. The fair value is estimated to be €26.04, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has grown by 6.9%. Revenue is forecast to grow by 19% in 2 years. Earnings is forecast to grow by 94% in the next 2 years.
Buying Opportunity • Jan 10Now 20% undervaluedOver the last 90 days, the stock is up 18%. The fair value is estimated to be €26.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has grown by 6.9%. Revenue is forecast to grow by 19% in 2 years. Earnings is forecast to grow by 94% in the next 2 years.
分析記事 • Jan 03USU Software AG (ETR:OSP2) Shares Could Be 24% Below Their Intrinsic Value EstimateKey Insights USU Software's estimated fair value is €28.3 based on 2 Stage Free Cash Flow to Equity Current share price...
Reported Earnings • Nov 26Third quarter 2022 earnings released: EPS: €0.21 (vs €0.22 in 3Q 2021)Third quarter 2022 results: EPS: €0.21 (down from €0.22 in 3Q 2021). Revenue: €32.6m (up 17% from 3Q 2021). Net income: €2.24m (down 4.5% from 3Q 2021). Profit margin: 6.9% (down from 8.4% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 8% per year.
分析記事 • Oct 05Do USU Software's (ETR:OSP2) Earnings Warrant Your Attention?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Reported Earnings • Sep 01Second quarter 2022 earnings released: EPS: €0.18 (vs €0.17 in 2Q 2021)Second quarter 2022 results: EPS: €0.18 (up from €0.17 in 2Q 2021). Revenue: €30.7m (up 15% from 2Q 2021). Net income: €1.88m (up 6.9% from 2Q 2021). Profit margin: 6.1% (down from 6.6% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 10%, compared to a 7.8% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 01USU Software AG (XTRA:OSP2) announces an Equity Buyback for 523,770 shares, representing 5% of its issued share capital.USU Software AG (XTRA:OSP2) announces a share repurchase program. Under the program, the company will repurchase up to 523,770 shares, representing 5%. The maximum price paid by the shareholders would not exceed €18.75 per share. The offer is valid till October 5, 2022.
お知らせ • Aug 25USU Software AG to Report First Half, 2022 Results on Aug 31, 2022USU Software AG announced that they will report first half, 2022 results on Aug 31, 2022
Upcoming Dividend • Jun 27Upcoming dividend of €0.50 per shareEligible shareholders must have bought the stock before 04 July 2022. Payment date: 06 July 2022. Payout ratio is on the higher end at 83%, however this is supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (4.5%). Higher than average of industry peers (2.0%).
分析記事 • Jun 17USU Software (ETR:OSP2) Hasn't Managed To Accelerate Its ReturnsIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...
お知らせ • Jun 10USU Software AG Developes an Integrated, Scalable Platform for Efficient Controlling and Management in Complex Hybrid IT InfrastructuresUSU Software AG developed an integrated, scalable platform for efficient controlling and management in complex hybrid IT infrastructures. USU Hybrid Cloud Management (HCM) provides a end-to-end view for the optimal planning, coordination, monitoring, charging and controlling of various cloud resources and IT services across the board. The HCM solution ideally supplements USU's customer service and IT management portfolio and is available to customers now. Interested parties can get a good overview of the tool's capabilities through an on-demand webinar series or by attending a roadshow appointment. Skyrocketing cloud costs are the biggest challenge to companies when operating cloud computing environments. The cause is often the uncontrolled proliferation of cloud resources. The result is a lack of transparency and control, which frequently leads to violations of governance rules and significantly increases the risk of non-compliance. USU Hybrid Cloud Management supports companies in operating complex IT infrastructures with the help of the following functions: Cloud CMDB is a central information hub providing an overview of all cloud resources and their allocation to business services and cost centers. Cloud Cost Management integrates budgets, produces analyses, pinpoints unutilized resources and thus handles end-to-end cost controlling and optimization. Cloud License Management delivers transparency of the software licenses purchased and used at any time. This minimizes license costs and risks as well due to integrated compliance checking. Cloud Governance Management creates a uniform, multi-provider structure for allocating cloud resources to cost centers, business services, organizational structures and responsibilities. The Cloud Status Overview allows to monitor the utilization and availability of all cloud resources and the associated business services.
Reported Earnings • May 20First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: EPS: €0.16 (down from €0.19 in 1Q 2021). Revenue: €29.6m (up 8.8% from 1Q 2021). Net income: €1.65m (down 19% from 1Q 2021). Profit margin: 5.6% (down from 7.5% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Over the next year, revenue is forecast to grow 12%, compared to a 13% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • May 20USU Software AG Confirms Forecast for the Full Year 2022USU Software AG confirmed forecast for the full year 2022. Following the positive first quarter and in light of the new all-time high in terms of orders on hand, the Management Board is confirming the full-year forecast for 2022 that it published on March 24, 2022. This forecast provides for sales growth to EUR 120-125 million with recurring revenue accounting for 45% of new product business.
お知らせ • May 13+ 1 more updateUSU Software AG to Report Q1, 2022 Results on May 19, 2022USU Software AG announced that they will report Q1, 2022 results on May 19, 2022
お知らせ • Mar 23USU Software AG to Report Fiscal Year 2021 Results on Mar 24, 2022USU Software AG announced that they will report fiscal year 2021 results on Mar 24, 2022
お知らせ • Feb 02Bâloise Holding AG (SWX:BALN) acquired Usu Solutions Gmbh from USU Software AG (XTRA:OSP2).Bâloise Holding AG (SWX:BALN) acquired Usu Solutions Gmbh from USU Software AG (XTRA:OSP2) on January 31, 2022. Bâloise Holding AG (SWX:BALN) completed the acquisition of Usu Solutions Gmbh from USU Software AG (XTRA:OSP2) on January 31, 2022.
Reported Earnings • Nov 19Third quarter 2021 earnings released: EPS €0.22 (vs €0.082 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €27.9m (up 8.4% from 3Q 2020). Net income: €2.35m (up 171% from 3Q 2020). Profit margin: 8.4% (up from 3.4% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 19Third quarter 2021 earnings released: EPS €0.22 (vs €0.082 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €27.9m (up 8.4% from 3Q 2020). Net income: €2.35m (up 171% from 3Q 2020). Profit margin: 8.4% (up from 3.4% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Sep 01Second quarter 2021 earnings released: EPS €0.17 (vs €0.14 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €26.7m (up 3.3% from 2Q 2020). Net income: €1.76m (up 16% from 2Q 2020). Profit margin: 6.6% (up from 5.9% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jun 30Upcoming dividend of €0.40 per shareEligible shareholders must have bought the stock before 07 July 2021. Payment date: 09 July 2021. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (3.2%). In line with average of industry peers (1.5%).
お知らせ • Jun 30USU's Software Asset Management Solution Verified by Oracle for Data Collection of Oracle Fusion MiddlewareUSU Group announced that their USU Software Asset Management solution has been verified by Oracle for data discovery of Fusion Middleware products. Combined with their prior verification for Oracle Database and Database Options, the USU solution can provide valuable data for end-to-end coverage of a company's Oracle environment. USU is a trusted partner of Oracle, and this new verification ensures their data collection meets or exceeds Oracle's standards. Customers can use the USU solution to gather accurate data about the installation and usage of Fusion Middleware products, and submit it in a software compliance audit, instead of using Oracle's measurement tools. USU Software Asset Management is verified by Oracle for its discovery of Middleware applications such as WebLogic, Oracle Application Server, Oracle Business Intelligence, Tuxedo, Webcenter, Forms & Reports, and Oracle SOA. The specialized Oracle solution is also verified for collecting installation and usage data for Oracle Database and its related options and features. It uses that data for its compliance reporting and deep optimization features. Important tasks include detecting and downgrading databases, excluding options that could be false positives, and deactivating costly accidental activations.
分析記事 • Jun 24USU Software (ETR:OSP2) Is Due To Pay A Dividend Of €0.40USU Software AG ( ETR:OSP2 ) will pay a dividend of €0.40 on the 9th of July. This payment means that the dividend...
Reported Earnings • May 15First quarter 2021 earnings released: EPS €0.19 (vs €0.15 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €27.2m (up 3.7% from 1Q 2020). Net income: €2.03m (up 29% from 1Q 2020). Profit margin: 7.5% (up from 6.0% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • May 15USU Software AG Provides Earnings Guidance for the Year 2021USU Software AG provided earnings guidance for the year 2021. For the period, the group expects to record slight growth in sales.
分析記事 • May 09Is There Now An Opportunity In USU Software AG (ETR:OSP2)?USU Software AG ( ETR:OSP2 ), might not be a large cap stock, but it saw a double-digit share price rise of over 10% in...
分析記事 • Apr 12USU Software (ETR:OSP2) Has More To Do To Multiply In Value Going ForwardIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Price Target Changed • Apr 08Price target increased to €31.83Up from €26.25, the current price target is an average from 2 analysts. New target price is 12% above last closing price of €28.40. Stock is up 83% over the past year.
Major Estimate Revision • Apr 01Consensus EPS estimates fall to €0.57The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from €117.9m to €116.4m. EPS estimate also fell from €0.78 to €0.57. Net income forecast to grow 9.4% next year vs 2.4% growth forecast for Software industry in Germany. Consensus price target up from €26.25 to €27.75. Share price rose 3.7% to €28.00 over the past week.
分析記事 • Mar 28USU Software AG Just Recorded A 6.1% EPS Beat: Here's What Analysts Are Forecasting NextInvestors in USU Software AG ( ETR:OSP2 ) had a good week, as its shares rose 4.8% to close at €28.40 following the...
Reported Earnings • Mar 26Full year 2020 earnings released: EPS €0.52 (vs €0.50 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2020 results: Revenue: €107.3m (up 12% from FY 2019). Net income: €5.48m (up 4.0% from FY 2019). Profit margin: 5.1% (down from 5.5% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 19USU Software AG to Report Fiscal Year 2020 Final Results on Mar 25, 2021USU Software AG announced that they will report fiscal year 2020 final results on Mar 25, 2021
お知らせ • Mar 16USU Software AG Announces Solution to Analyze SAP(R) Digital Access Excluding Subsequent DocumentsUSU Group announced powerful enhanced features for estimating SAP Digital Access in their flagship solution, USU Software Asset Management. It is the SAM industry's first solution to fully analyze the potential pricing of the Digital Access licensing model and help SAP customers avoid unnecessary costs or liabilities. The USU solution simulates the logic of SAP's own Digital Access Estimation Tool to produce a comparable analysis, and accurately predict the number of document licenses required under Digital Access. It shows how many digital documents have been created in the digital core, and by whom, through a single console. USU counts and filters important factors, such as disregarding fees for non-chargeable "subsequent" Financial documents, that the SAP estimation tool did not previously do. SAP customers must decide between two SAP licensing models: moving to Digital Access which charges per Digital Document or continuing with Indirect Access which charges for third-party making use of SAP data. The USU Software Asset Management solution offers an automated way to understand which model has more favorable conditions for cost reduction and avoidance. USU Software Asset Management is certified by SAP to be used technically in SAP NetWeaver as an ABAP add-on, helping USU customers benefit from improved interoperability and supportability. ITAM Review has independently verified the solution meets the biggest SAP licensing challenges, including ensuring compliance, optimizing licenses, identifying indirect access, and migrating to S/4HANA.
お知らせ • Mar 10British Fintech Company Azimo Chooses Usu to Power Its Customer SupportUSU is equipping online money transfer service Azimo with its knowledge management solution for customer service. The digital customer service solution matches Azimo's innovative business model and furthers its mission to make financial services affordable and available to all. With USU Knowledge Management, Azimo will centralize its support data to create a single source of truth for customer service agents. The integration of Zendesk's cloud-based ticketing gives customer service agents a complete, up-to-date view from every customer channel, be it email, social media, web or phone. The solution is consistent across eight different languages, crucial for a money transfer service that serves more than 200 countries and territories. USU Knowledge Management also serves as an internal hub, with integrated e-learning for faster, more effective employee training and onboarding. By improving key performance indicators such as reducing handling times, onboarding times, and increasing first contact resolution rates, the company aims to achieve a ROI within several months.
分析記事 • Mar 08Should USU Software AG (ETR:OSP2) Be Part Of Your Dividend Portfolio?Today we'll take a closer look at USU Software AG ( ETR:OSP2 ) from a dividend investor's perspective. Owning a strong...
分析記事 • Feb 22USU Software AG (ETR:OSP2) Stock Is Going Strong But Fundamentals Look Uncertain: What Lies Ahead ?Most readers would already be aware that USU Software's (ETR:OSP2) stock increased significantly by 16% over the past...
分析記事 • Feb 09Estimating The Fair Value Of USU Software AG (ETR:OSP2)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of USU Software AG...
分析記事 • Jan 26USU Software (ETR:OSP2) Is Growing Earnings But Are They A Good Guide?Broadly speaking, profitable businesses are less risky than unprofitable ones. However, sometimes companies receive a...
分析記事 • Jan 15What Kind Of Shareholders Hold The Majority In USU Software AG's (ETR:OSP2) Shares?The big shareholder groups in USU Software AG ( ETR:OSP2 ) have power over the company. Insiders often own a large...
Is New 90 Day High Low • Jan 13New 90-day high: €29.60The company is up 34% from its price of €22.10 on 14 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is down 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €24.94 per share.
分析記事 • Jan 04Here's Why I Think USU Software (ETR:OSP2) Might Deserve Your Attention TodayFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
分析記事 • Dec 24The Trends At USU Software (ETR:OSP2) That You Should Know AboutIf you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
Is New 90 Day High Low • Dec 18New 90-day high: €29.00The company is up 20% from its price of €24.10 on 18 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is down 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €21.17 per share.
Valuation Update With 7 Day Price Move • Dec 18Investor sentiment improved over the past weekAfter last week's 25% share price gain to €29.00, the stock is trading at a trailing P/E ratio of 39x, up from the previous P/E ratio of 31.2x. This compares to an average P/E of 27x in the Software industry in Germany. Total returns to shareholders over the past three years are 22%.
分析記事 • Dec 14Does USU Software's (ETR:OSP2) Share Price Gain of 46% Match Its Business Performance?These days it's easy to simply buy an index fund, and your returns should (roughly) match the market. But one can do...
分析記事 • Dec 03What Did USU Software's (ETR:OSP2) CEO Take Home Last Year?Bernhard Oberschmidt is the CEO of USU Software AG ( ETR:OSP2 ), and in this article, we analyze the executive's...
Price Target Changed • Nov 25Price target raised to €26.25Up from €23.75, the current price target is an average from 2 analysts. The new target price is 14% above the current share price of €23.00. As of last close, the stock is up 48% over the past year.
分析記事 • Nov 23USU Software AG's (ETR:OSP2) Stock Is Rallying But Financials Look Ambiguous: Will The Momentum Continue?Most readers would already be aware that USU Software's (ETR:OSP2) stock increased significantly by 18% over the past...
Reported Earnings • Nov 17Third quarter 2020 earnings released: EPS €0.082The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2020 results: Revenue: €25.8m (up 8.1% from 3Q 2019). Net income: €868.0k (down 63% from 3Q 2019). Profit margin: 3.4% (down from 9.9% in 3Q 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Sep 25New 90-day high: €25.10The company is up 24% from its price of €20.20 on 26 June 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €16.27 per share.
分析記事 • Jun 17Here’s why USU Software AG’s (ETR:OSP2) Returns On Capital Matters So MuchToday we are going to look at USU Software AG (ETR:OSP2) to see whether it might be an attractive investment prospect...