SNP Schneider-Neureither & Partner（SHF）株式概要SNP Schneider-Neureither & Partner SEは、ドイツでデジタル変革プロセスを管理するためのソフトウェアを提供しています。 詳細SHF ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長2/6過去の実績5/6財務の健全性6/6配当金0/6報酬当社が推定した公正価値より25.4%で取引されている 収益は年間3.61%増加すると予測されています 過去1年間で収益は64.1%増加しました リスク分析リスクチェックの結果、SHF 、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SHF Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN29.9% overvaluedAnalystConsensusTarget•1y agoKyano And Global Expansion Will Broaden Market Reach1602Top Analyst NarrativesSNP Schneider-Neureither & PartnerANAnalystConsensusTargetBased on Analyst Price TargetsKyano And Global Expansion Will Broaden Market ReachKey Takeaways Strategic international expansion and partnerships suggest potential increased revenue and earnings from high-growth markets and improved software margins. Resolution of legal disputes and stronger cash positions support profitability, enhancing earnings stability and future cash flow.View narrative€63.91FV29.9% 割高 内在価値ディスカウント9.24%Revenue growth p.a.Set Fair ValueView16users have viewed this narrative0users have liked this narrative0users have commented on this narrative2users have followed this narrativeabout 1 year ago author updated this narrativeView all narrativesSNP Schneider-Neureither & Partner SE 競合他社DATAGROUPSymbol: XTRA:D6HMarket cap: €618.0mCancomSymbol: XTRA:COKMarket cap: €765.9mGFT TechnologiesSymbol: XTRA:GFTMarket cap: €554.8mNagarroSymbol: XTRA:NA9Market cap: €510.1m価格と性能株価の高値、安値、推移の概要SNP Schneider-Neureither & Partner過去の株価現在の株価€83.0052週高値€86.6052週安値€69.20ベータ1.231ヶ月の変化-4.16%3ヶ月変化1.97%1年変化15.28%3年間の変化147.76%5年間の変化34.96%IPOからの変化968.67%最新ニュースReported Earnings • May 11First quarter 2026 earnings released: EPS: €1.42 (vs €0.67 in 1Q 2025)First quarter 2026 results: EPS: €1.42 (up from €0.67 in 1Q 2025). Revenue: €81.0m (up 22% from 1Q 2025). Net income: €10.4m (up 112% from 1Q 2025). Profit margin: 13% (up from 7.4% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.お知らせ • May 08SNP Schneider-Neureither & Partner SE, Annual General Meeting, Jun 17, 2026SNP Schneider-Neureither & Partner SE, Annual General Meeting, Jun 17, 2026, at 10:00 W. Europe Standard Time.お知らせ • Feb 03SNP SE Announces Executive AppointmentsSNP SE has appointed Kuldeep Solanki as Managing Director for Southeast Asia. In his role, he will be responsible for driving growth and market maturity across the region, with oversight of go-to-market strategy, sales execution, partner alliances, and marketing. He will also be accountable for customer and partner success, ensuring consistent delivery and long-term value creation. Kuldeep brings more than 23 years of international experience in enterprise software, cloud solutions, and partner ecosystems. Based in Singapore, he has a proven track record of building high-performance teams, scaling go-to-market operations, and developing strategic alliances across Southeast Asia. SNP SE has also appointed Harold Zhang as Managing Director for China, effective February 2, 2026. He assumes leadership of SNP's China business and will focus on accelerating growth and profitability while advancing SNP's strategic ambition to be the data management partner of choice for SAP-led transformation programs. He will work closely with regional leadership to align local execution with broader Asia-Pacific priorities. Based in Shanghai, Harold brings over two decades of leadership experience spanning digital management, cloud transformation, and enterprise sales across China's public and private sectors. Prior to joining SNP, he held senior leadership roles at Tencent, Kingdee, and SAP, where he drove large-scale business transformation, profitability, and customer success.お知らせ • Nov 06+ 4 more updatesSNP Schneider-Neureither & Partner SE to Report Fiscal Year 2025 Final Results on Mar 26, 2026SNP Schneider-Neureither & Partner SE announced that they will report fiscal year 2025 final results on Mar 26, 2026お知らせ • Jul 03SNP Schneider-Neureither & Partner SE Announces Board ChangesSNP Schneider-Neureither & Partner SE at its Annual General Meeting held on June 30, 2025 announced that Michael Wand, Head of Europe Private Equity at Carlyle, and Willi Westenberger, Managing Director at Carlyle, were newly elected to the Supervisory Board. The previous Chairman of the Supervisory Board, Karl Benedikt Biesinger, and the previous Deputy Chairman of the Supervisory Board, Thorsten Grenz, resigned their mandates at the end of the Annual General Meeting. The company also announced that Willi Westenberger was elected as Chairman of the Supervisory Board and Michael Wand as Deputy Chairman.お知らせ • May 23SNP Schneider-Neureither & Partner SE, Annual General Meeting, Jun 30, 2025SNP Schneider-Neureither & Partner SE, Annual General Meeting, Jun 30, 2025, at 10:00 W. Europe Standard Time.最新情報をもっと見るRecent updatesReported Earnings • May 11First quarter 2026 earnings released: EPS: €1.42 (vs €0.67 in 1Q 2025)First quarter 2026 results: EPS: €1.42 (up from €0.67 in 1Q 2025). Revenue: €81.0m (up 22% from 1Q 2025). Net income: €10.4m (up 112% from 1Q 2025). Profit margin: 13% (up from 7.4% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.お知らせ • May 08SNP Schneider-Neureither & Partner SE, Annual General Meeting, Jun 17, 2026SNP Schneider-Neureither & Partner SE, Annual General Meeting, Jun 17, 2026, at 10:00 W. Europe Standard Time.お知らせ • Feb 03SNP SE Announces Executive AppointmentsSNP SE has appointed Kuldeep Solanki as Managing Director for Southeast Asia. In his role, he will be responsible for driving growth and market maturity across the region, with oversight of go-to-market strategy, sales execution, partner alliances, and marketing. He will also be accountable for customer and partner success, ensuring consistent delivery and long-term value creation. Kuldeep brings more than 23 years of international experience in enterprise software, cloud solutions, and partner ecosystems. Based in Singapore, he has a proven track record of building high-performance teams, scaling go-to-market operations, and developing strategic alliances across Southeast Asia. SNP SE has also appointed Harold Zhang as Managing Director for China, effective February 2, 2026. He assumes leadership of SNP's China business and will focus on accelerating growth and profitability while advancing SNP's strategic ambition to be the data management partner of choice for SAP-led transformation programs. He will work closely with regional leadership to align local execution with broader Asia-Pacific priorities. Based in Shanghai, Harold brings over two decades of leadership experience spanning digital management, cloud transformation, and enterprise sales across China's public and private sectors. Prior to joining SNP, he held senior leadership roles at Tencent, Kingdee, and SAP, where he drove large-scale business transformation, profitability, and customer success.お知らせ • Nov 06+ 4 more updatesSNP Schneider-Neureither & Partner SE to Report Fiscal Year 2025 Final Results on Mar 26, 2026SNP Schneider-Neureither & Partner SE announced that they will report fiscal year 2025 final results on Mar 26, 2026お知らせ • Jul 03SNP Schneider-Neureither & Partner SE Announces Board ChangesSNP Schneider-Neureither & Partner SE at its Annual General Meeting held on June 30, 2025 announced that Michael Wand, Head of Europe Private Equity at Carlyle, and Willi Westenberger, Managing Director at Carlyle, were newly elected to the Supervisory Board. The previous Chairman of the Supervisory Board, Karl Benedikt Biesinger, and the previous Deputy Chairman of the Supervisory Board, Thorsten Grenz, resigned their mandates at the end of the Annual General Meeting. The company also announced that Willi Westenberger was elected as Chairman of the Supervisory Board and Michael Wand as Deputy Chairman.お知らせ • May 23SNP Schneider-Neureither & Partner SE, Annual General Meeting, Jun 30, 2025SNP Schneider-Neureither & Partner SE, Annual General Meeting, Jun 30, 2025, at 10:00 W. Europe Standard Time.お知らせ • Apr 11Carlyle Beratungs GmbH completed the acquisition of SNP Schneider-Neureither & Partner SE (XTRA:SHF) from Wolfgang Marguerre and others.Carlyle Beratungs GmbH entered into investment agreement to launch a voluntary public cash takeover offer to acquire SNP Schneider-Neureither & Partner SE (XTRA:SHF) from Wolfgang Marguerre and others for approximately €440 million on December 23, 2024. As part of investment agreement, Carlyle entered into share purchase agreement with Wolfgang Marguerre for acquisition of 65.19% stake in SNP Schneider. Carlyle also secures irrevocable undertakings from additional shareholders, representing in aggregate 11.06 % of the total share capital of SNP. A combined 76.25 % of the total share capital of SNP have been secured by Carlyle already. Completion of the Offer will be subject to customary antitrust and foreign investment control approvals. Following completion of the Offer, Carlyle intends to delist SNP Schneider-Neureither. The CEO of SNP, Jens Amail, and the Chairman of the Supervisory Board, Karl Benedikt Biesinger, welcome and strongly support the Offer. The Management Board of SNP intends, subject to review of the published offer document and its fiduciary duties, to support the Offer and believes that the transaction is in the best interest of the Company, its shareholders, employees, customers, partners and other stakeholders. As on January 31, 2025, The offer period for SNP shareholders begins today and ends on March 7, 2025. As February 10, 2025, SNP’s Executive Board and Supervisory Board consider the offer price of €61.00 per share to be fair and appropriate. This assessment is corroborated by the fairness opinion provided by the external financial adviser M.M.Warburg & CO. Benjamin Leyendecker, Florian Sippel of Kirkland & Ellis, Germany acted as legal advisor for Carlyle Beratungs GmbH. Matthias Burckhardt, Jörgen Tielmann, Björn Simon, Helmut Janssen, Sven C. Stumm M.Jur of Luther Rechtsanwaltsgesellschaft mbH acted as legal advisor for SNP Schneider-Neureither & Partner SE. ParkView Partners GmbH acted as financial advisor to Wolfgang Marguerre. Carlyle Beratungs GmbH completed the acquisition of SNP Schneider-Neureither & Partner SE (XTRA:SHF) from Wolfgang Marguerre and others on April 10, 2025. Carlyle will aim to support SNP’s continued growth journey together with management to drive further international expansion, optimize its product strategy, and explore inorganic growth opportunities. Equity for the investment was provided by Carlyle Europe Partners V (CEP V), a €6.4bn fund investing in European opportunities across a range of sectors and industries.Major Estimate Revision • Apr 03Consensus EPS estimates increase by 50%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from €2.10 to €3.15. Revenue forecast steady at €279.9m. Net income forecast to grow 14% next year vs 26% growth forecast for IT industry in Germany. Consensus price target up from €62.00 to €66.50. Share price was steady at €67.60 over the past week.New Risk • Mar 28New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 5.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.Reported Earnings • Mar 28Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: €2.78 (up from €0.81 in FY 2023). Revenue: €266.9m (up 31% from FY 2023). Net income: €20.2m (up 245% from FY 2023). Profit margin: 7.6% (up from 2.9% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) also surpassed analyst estimates by 31%. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.Price Target Changed • Mar 24Price target increased by 8.1% to €62.00Up from €57.33, the current price target is an average from 2 analysts. New target price is 9.1% below last closing price of €68.20. The company is forecast to post earnings per share of €2.10 for next year compared to €0.81 last year.新しいナラティブ • Mar 10Rising Operational Expenses May Pressure Margins, Yet Software-Driven Solutions Could Boost Future Profits Increased investment in operations and marketing may strain margins if they don't yield proportional revenue growth, impacting net margins negatively. お知らせ • Dec 25Carlyle Beratungs GmbH entered into investment agreement to launch a voluntary public cash takeover offer to acquire SNP Schneider-Neureither & Partner SE (XTRA:SHF) from Wolfgang Marguerre and others for approximately €440 million.Carlyle Beratungs GmbH entered into investment agreement to launch a voluntary public cash takeover offer to acquire SNP Schneider-Neureither & Partner SE (XTRA:SHF) from Wolfgang Marguerre and others for approximately €440 million on December 23, 2024. As part of investment agreement, Carlyle entered into share purchase agreement with Wolfgang Marguerre for acquisition of 65.19% stake in SNP Schneider. Carlyle also secures irrevocable undertakings from additional shareholders, representing in aggregate 11.06 % of the total share capital of SNP. A combined 76.25 % of the total share capital of SNP have been secured by Carlyle already. Completion of the Offer will be subject to customary antitrust and foreign investment control approvals. Following completion of the Offer, Carlyle intends to delist SNP Schneider-Neureither. The CEO of SNP, Jens Amail, and the Chairman of the Supervisory Board, Karl Benedikt Biesinger, welcome and strongly support the Offer. The Management Board of SNP intends, subject to review of the published offer document and its fiduciary duties, to support the Offer and believes that the transaction is in the best interest of the Company, its shareholders, employees, customers, partners and other stakeholders. Kirkland & Ellis, Germany acted as legal advisor for Carlyle Beratungs GmbH. Luther Rechtsanwaltsgesellschaft mbH acted as legal advisor for SNP Schneider-Neureither & Partner SE. ParkView Partners GmbH acted as financial advisor to Wolfgang Marguerre.Valuation Update With 7 Day Price Move • Dec 23Investor sentiment improves as stock rises 23%After last week's 23% share price gain to €61.00, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 14x in the IT industry in Germany. Total returns to shareholders of 57% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €31.35 per share.お知らせ • Dec 20+ 4 more updatesSNP Schneider-Neureither & Partner SE to Report Q3, 2025 Results on Nov 06, 2025SNP Schneider-Neureither & Partner SE announced that they will report Q3, 2025 results on Nov 06, 2025Reported Earnings • Nov 11Third quarter 2024 earnings released: EPS: €0.69 (vs €0.39 in 3Q 2023)Third quarter 2024 results: EPS: €0.69 (up from €0.39 in 3Q 2023). Revenue: €66.8m (up 24% from 3Q 2023). Net income: €5.04m (up 76% from 3Q 2023). Profit margin: 7.5% (up from 5.3% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Price Target Changed • Oct 30Price target increased by 7.1% to €55.67Up from €52.00, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of €53.60. Stock is up 39% over the past year. The company is forecast to post earnings per share of €1.79 for next year compared to €0.81 last year.Major Estimate Revision • Oct 24Consensus EPS estimates increase by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from €232.5m to €240.2m. EPS estimate increased from €1.48 to €1.72 per share. Net income forecast to grow 7.1% next year vs 15% growth forecast for IT industry in Germany. Consensus price target up from €52.00 to €53.33. Share price was steady at €53.00 over the past week.Buy Or Sell Opportunity • Oct 21Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 4.7% to €53.60. The fair value is estimated to be €44.57, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 82%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 23% in the next 2 years.New Risk • Aug 15New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 42% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 09Second quarter 2024 earnings released: EPS: €0.76 (vs €0.048 in 2Q 2023)Second quarter 2024 results: EPS: €0.76 (up from €0.048 in 2Q 2023). Revenue: €66.7m (up 37% from 2Q 2023). Net income: €5.52m (up €5.18m from 2Q 2023). Profit margin: 8.3% (up from 0.7% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • Jul 19Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from €1.13 to €1.26. Revenue forecast steady at €227.0m. Net income forecast to grow 43% next year vs 30% growth forecast for IT industry in Germany. Consensus price target up from €47.00 to €50.33. Share price rose 3.2% to €51.80 over the past week.お知らせ • Jul 12SNP Reportedly Weighs Sale Amid Takeover InterestSNP Schneider-Neureither & Partner SE (XTRA:SHF) and its controlling shareholder are exploring a potential sale after the German software provider received initial takeover interest, according to people familiar with the matter. The company and Wolfgang Marguerre, the billionaire who owns almost 64%, are working with boutique advisory firm Parkview Partners to gauge interest from potential buyers, according to the people. SNP could attract private equity firms such as Apax Partners and Bridgepoint Group Plc, as well as IT services firms like Accenture Plc and International Business Machines Corp., the people said.お知らせ • Jun 13Ltimindtree and SNP Launch Meld Collaborative Services PlatformLTIMindtree announced in collaboration with SNP, has launched its latest platform `MELD' for accelerated and reliable realization of mergers, acquisitions and divestitures that accelerates data integrations and process harmonizations for customers. Enterprises embarking on these initiatives have a need for fast, lean, cost-effective solutions tailored to address landscape consolidations, business process integrations & technology requirements in carve out and merger scenarios that ensure seamless data management and zero business disruption. MELD addresses these accelerated cost-effective implementation, thus enabling enterprises to maximize business value with zero disruption for operations.Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: €0.33 (vs €0.19 in 1Q 2023)First quarter 2024 results: EPS: €0.33 (up from €0.19 in 1Q 2023). Revenue: €57.3m (up 22% from 1Q 2023). Net income: €2.40m (up 77% from 1Q 2023). Profit margin: 4.2% (up from 2.9% in 1Q 2023). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Major Estimate Revision • Apr 03Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from €0.97 to €1.08. Revenue forecast steady at €222.1m. Net income forecast to grow 36% next year vs 30% growth forecast for IT industry in Germany. Consensus price target up from €38.00 to €42.00. Share price was steady at €44.20 over the past week.Price Target Changed • Apr 02Price target increased by 11% to €42.00Up from €38.00, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of €44.00. The company is forecast to post earnings per share of €1.08 for next year compared to €0.81 last year.New Risk • Mar 30New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 30% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.Reported Earnings • Mar 28Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: €0.81 (up from €0.22 in FY 2022). Revenue: €211.9m (up 22% from FY 2022). Net income: €5.87m (up 263% from FY 2022). Profit margin: 2.8% (up from 0.9% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 15%. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Price Target Changed • Mar 28Price target increased by 8.7% to €40.50Up from €37.25, the current price target is an average from 2 analysts. New target price is 8.0% below last closing price of €44.00. The company is forecast to post earnings per share of €0.69 for next year compared to €0.22 last year.お知らせ • Mar 19SNP Schneider-Neureither & Partner SE to Report Q1, 2024 Results on Apr 25, 2024SNP Schneider-Neureither & Partner SE announced that they will report Q1, 2024 results on Apr 25, 2024Price Target Changed • Jan 23Price target increased by 12% to €37.25Up from €33.33, the current price target is an average from 2 analysts. New target price is 14% below last closing price of €43.30. The company is forecast to post earnings per share of €0.66 for next year compared to €0.22 last year.お知らせ • Jan 17SNP Schneider-Neureither & Partner SE, Annual General Meeting, Jun 27, 2024SNP Schneider-Neureither & Partner SE, Annual General Meeting, Jun 27, 2024.お知らせ • Dec 12SNP Schneider-Neureither & Partner SE Raises Outlook Revenue for the Full Year 2023SNP Schneider-Neureither & Partner SE raised outlook revenue for the full year 2023. For the period, the company revenue is expected to reach €200 million to €205 million (previous revenue forecast: around the upper end of the range between €190 million and €200 million). EBIT is still expected to reach the upper end of the range of €5 million to €10 million or even be slightly higher; this is due to significantly negative exchange rate effects in the quarter to date, with the corresponding negative impact on earnings.Major Estimate Revision • Nov 02Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from €0.575 to €0.64. Revenue forecast steady at €197.2m. Net income forecast to grow 6.7% next year vs 33% growth forecast for IT industry in Germany. Consensus price target up from €31.00 to €33.33. Share price was steady at €38.20 over the past week.Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: €0.39 (vs €0.027 loss in 3Q 2022)Third quarter 2023 results: EPS: €0.39 (up from €0.027 loss in 3Q 2022). Revenue: €58.0m (up 39% from 3Q 2022). Net income: €2.87m (up €3.07m from 3Q 2022). Profit margin: 4.9% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Major Estimate Revision • Oct 11Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from €194.1m to €198.3m. EPS estimate increased from €0.51 to €0.575 per share. Net income forecast to grow 61% next year vs 56% growth forecast for IT industry in Germany. Consensus price target of €31.00 unchanged from last update. Share price rose 7.1% to €36.20 over the past week.お知らせ • Oct 10SNP Schneider-Neureither & Partner SE Raises Revenue Guidance for the Full Year of 2023SNP Schneider-Neureither & Partner SE raised revenue Guidance for the Full Year of 2023. For the period, the company's revenue is expected to be around the upper end of the communicated range between €190 million and €200 million.お知らせ • Sep 29SNP Schneider-Neureither & Partner SE Announces Board ChangesExtraordinary General Meeting of SNP Schneider-Neureither & Partner SE, approved by a large majority the introduction of the dualistic management system widely used in Germany. The controlling function will be assumed by the new three-member Supervisory Board, which consists of Dr. KarlBenedikt Biesinger, Prof. Dr. Thorsten Grenz and Peter Maier. At its constituent meeting, the Supervisory Board elected Dr. Biesinger as Chairman and Prof. Dr. Grenz as Deputy Chairman. At its first meeting, the Supervisory Board also established an Audit Committee. The members of the Audit Committee and the Supervisory Board are the same; the Audit Committee is chaired by Prof. Dr. Thorsten Grenz as an independentmember.Major Estimate Revision • Aug 11Consensus EPS estimates fall by 38%, revenue upgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from €191.1m to €194.1m. EPS estimate fell from €0.82 to €0.51 per share. Net income forecast to grow 79% next year vs 30% growth forecast for IT industry in Germany. Consensus price target down from €32.17 to €30.67. Share price was steady at €33.60 over the past week.Reported Earnings • Aug 06Second quarter 2023 earnings released: EPS: €0.048 (vs €0.10 in 2Q 2022)Second quarter 2023 results: EPS: €0.048 (down from €0.10 in 2Q 2022). Revenue: €48.5m (up 15% from 2Q 2022). Net income: €346.0k (down 53% from 2Q 2022). Profit margin: 0.7% (down from 1.8% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 96% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.お知らせ • Jun 21SNP SE Announces Resignation of Richard Roy as A Member of the Board of Directors, Effective July 31, 2023SNP Schneider-Neureither & Partner SE announced that the Chairman of the Board of Directors, Mr. Richard Roy, has informed the Company that he will resign as a member of the Board of Directors as of July 31, 2023. The Board of Directors of SNP Schneider-Neureither & Partner SE will promptly initiate the next steps to ensure a continued statutory composition of the Board of Directors.Major Estimate Revision • Jun 07Consensus EPS estimates increase by 67%, revenue downgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from €194.2m to €191.1m. EPS estimate rose from €0.49 to €0.82. Net income forecast to grow 90% next year vs 17% growth forecast for IT industry in Germany. Consensus price target up from €29.33 to €32.17. Share price was steady at €33.50 over the past week.Price Target Changed • Jun 06Price target increased by 8.4% to €32.17Up from €29.67, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of €33.40. Stock is up 17% over the past year. The company is forecast to post earnings per share of €0.82 for next year compared to €0.22 last year.Valuation Update With 7 Day Price Move • May 08Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €35.50, the stock trades at a forward P/E ratio of 52x. Average forward P/E is 19x in the IT industry in Germany. Total loss to shareholders of 14% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €16.24 per share.Reported Earnings • Apr 02Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: €0.22 (up from €0.14 in FY 2021). Revenue: €187.5m (up 12% from FY 2021). Net income: €1.62m (up 64% from FY 2021). Profit margin: 0.9% (up from 0.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 54%. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 96% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Buying Opportunity • Jan 18Now 22% undervaluedOver the last 90 days, the stock is up 73%. The fair value is estimated to be €35.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.4% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 18% in 2 years. Earnings is forecast to grow by 772% in the next 2 years.お知らせ • Nov 24+ 5 more updatesSNP Schneider-Neureither & Partner SE, Annual General Meeting, May 23, 2023SNP Schneider-Neureither & Partner SE, Annual General Meeting, May 23, 2023.Major Estimate Revision • Nov 16Consensus EPS estimates fall by 20%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from €179.3m to €173.7m. EPS estimate also fell from €0.84 per share to €0.67 per share. Net income forecast to grow 520% next year vs 28% growth forecast for IT industry in Germany. Consensus price target down from €38.67 to €27.33. Share price rose 24% to €18.50 over the past week.Major Estimate Revision • Nov 09Consensus EPS estimates fall by 20%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from €179.3m to €173.7m. EPS estimate also fell from €0.84 per share to €0.67 per share. Net income forecast to grow 594% next year vs 22% growth forecast for IT industry in Germany. Consensus price target down from €47.15 to €33.33. Share price fell 2.4% to €14.78 over the past week.Reported Earnings • Oct 28Third quarter 2022 earnings released: €0.027 loss per share (vs €0.23 profit in 3Q 2021)Third quarter 2022 results: €0.027 loss per share (down from €0.23 profit in 3Q 2021). Revenue: €45.8m (flat on 3Q 2021). Net loss: €197.0k (down 112% from profit in 3Q 2021). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 10% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.Price Target Changed • Oct 27Price target decreased to €38.67Down from €44.57, the current price target is an average from 3 analysts. New target price is 159% above last closing price of €14.92. Stock is down 68% over the past year. The company is forecast to post earnings per share of €0.84 for next year compared to €0.14 last year.Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 24% share price decline to €15.22, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 16x in the IT industry in Germany. Total loss to shareholders of 48% over the past three years.Valuation Update With 7 Day Price Move • Sep 12Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €21.40, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 18x in the IT industry in Germany. Total loss to shareholders of 27% over the past three years.Price Target Changed • Aug 11Price target decreased to €41.90Down from €46.67, the current price target is an average from 3 analysts. New target price is 60% above last closing price of €26.20. Stock is down 51% over the past year. The company is forecast to post earnings per share of €0.91 for next year compared to €0.14 last year.Valuation Update With 7 Day Price Move • Jun 15Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €23.95, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 22x in the IT industry in Germany. Total loss to shareholders of 21% over the past three years.Reported Earnings • May 04First quarter 2022 earnings: EPS misses analyst expectationsFirst quarter 2022 results: €0.079 loss per share (up from €0.34 loss in 1Q 2021). Revenue: €42.9m (up 29% from 1Q 2021). Net loss: €571.0k (loss narrowed 77% from 1Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Over the next year, revenue is forecast to grow 7.6%, compared to a 19% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Price Target Changed • Apr 30Price target decreased to €46.67Down from €52.67, the current price target is an average from 3 analysts. New target price is 56% above last closing price of €29.85. Stock is down 51% over the past year. The company is forecast to post earnings per share of €0.88 for next year compared to €0.14 last year.Board Change • Apr 27High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. Deputy Chairman of the Board of Directors Karl Biesinger is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Apr 01Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: €0.14 (up from €0.22 loss in FY 2020). Revenue: €173.6m (up 20% from FY 2020). Net income: €989.0k (up €2.51m from FY 2020). Profit margin: 0.6% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 43%. Over the next year, revenue is forecast to grow 8.4%, compared to a 18% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.Price Target Changed • Jan 19Price target decreased to €58.33Down from €64.67, the current price target is an average from 3 analysts. New target price is 77% above last closing price of €33.00. Stock is down 42% over the past year. The company is forecast to post earnings per share of €0.76 next year compared to a net loss per share of €0.22 last year.Breakeven Date Change • Dec 31Forecast breakeven date pushed back to 2022The 3 analysts covering SNP Schneider-Neureither & Partner previously expected the company to break even in 2021. New consensus forecast suggests the company will make a profit of €14.2m in 2022. Average annual earnings growth of 74% is required to achieve expected profit on schedule.Reported Earnings • Nov 01Third quarter 2021 earnings released: EPS €0.23 (vs €0.57 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: €46.0m (up 22% from 3Q 2020). Net income: €1.60m (down 57% from 3Q 2020). Profit margin: 3.5% (down from 10.0% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.Breakeven Date Change • Nov 01Forecast to breakeven in 2021The 3 analysts covering SNP Schneider-Neureither & Partner expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of €5.63m in 2021. Earnings growth of 74% is required to achieve expected profit on schedule.Price Target Changed • Oct 30Price target decreased to €64.67Down from €70.33, the current price target is an average from 3 analysts. New target price is 45% above last closing price of €44.70. Stock is down 5.1% over the past year. The company is forecast to post earnings per share of €0.79 next year compared to a net loss per share of €0.22 last year.分析記事 • Oct 07The Returns On Capital At SNP Schneider-Neureither & Partner (ETR:SHF) Don't Inspire ConfidenceWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...分析記事 • Aug 12SNP Schneider-Neureither & Partner SE (ETR:SHF) Just Released Its First-Quarter Results And Analysts Are Updating Their EstimatesSNP Schneider-Neureither & Partner SE ( ETR:SHF ) last week reported its latest first-quarter results, which makes it a...Reported Earnings • Aug 11Second quarter 2021 earnings released: EPS €0.075 (vs €0.13 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €42.9m (up 25% from 2Q 2020). Net income: €532.0k (up €1.40m from 2Q 2020). Profit margin: 1.2% (up from net loss in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.Executive Departure • Jun 24Independent Director Rainer Zinow has left the companyOn the 17th of June, Rainer Zinow's tenure as Independent Director ended after 3.5 years in the role. We don't have any record of a personal shareholding under Rainer's name. A total of 4 executives have left over the last 12 months. The current median tenure of the management team is less than a year, which is considered inexperienced in the Simply Wall St Risk Model.Executive Departure • Jun 23Independent Director Rainer Zinow has left the companyOn the 17th of June, Rainer Zinow's tenure as Independent Director ended after 3.5 years in the role. We don't have any record of a personal shareholding under Rainer's name. A total of 4 executives have left over the last 12 months. The current median tenure of the management team is less than a year, which is considered inexperienced in the Simply Wall St Risk Model.分析記事 • May 11Loss-Making SNP Schneider-Neureither & Partner SE (ETR:SHF) Set To BreakevenSNP Schneider-Neureither & Partner SE ( ETR:SHF ) is possibly approaching a major achievement in its business, so we...Reported Earnings • Apr 25Full year 2020 earnings released: €0.22 loss per share (vs €0.21 loss in FY 2019)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2020 results: Revenue: €144.3m (down 1.5% from FY 2019). Net loss: €1.52m (loss widened 12% from FY 2019). Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.Executive Departure • Apr 17Vice Chairman of the Board Gerhard Burkhardt has left the companyOn the 16th of April, Gerhard Burkhardt's tenure in the role of Vice Chairman of the Board ended. We don't have any record of a personal shareholding under Gerhard's name. A total of 3 executives have left over the last 12 months.分析記事 • Mar 10Should You Be Impressed By SNP Schneider-Neureither & Partner's (ETR:SHF) Returns on Capital?If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...Is New 90 Day High Low • Mar 05New 90-day low: €49.85The company is down 7.0% from its price of €53.80 on 04 December 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is down 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €114 per share.株主還元SHFDE ITDE 市場7D0.5%3.1%2.0%1Y15.3%-15.1%-0.1%株主還元を見る業界別リターン: SHF過去 1 年間で-15.1 % の収益を上げたGerman IT業界を上回りました。リターン対市場: SHF過去 1 年間で-0.1 % の収益を上げたGerman市場を上回りました。価格変動Is SHF's price volatile compared to industry and market?SHF volatilitySHF Average Weekly Movement2.7%IT Industry Average Movement6.4%Market Average Movement6.2%10% most volatile stocks in DE Market13.3%10% least volatile stocks in DE Market2.7%安定した株価: SHF 、 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: SHFの 週次ボラティリティ ( 3% ) 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19941,607Jens Amailwww.snpgroup.comSNP Schneider-Neureither & Partner SE は、ドイツでデジタル変革プロセスの管理用ソフトウェアを提供している。3つのセグメントで事業を展開：サービス、ソフトウェア、EXA。同社は、SAP環境におけるデータ移行を中心としたビジネス変革のためのコンサルティング、統合、トレーニングサービス、ERPコンサルティング、導入、クラウドおよびアプリケーション管理サービスを提供している。また、ソフトウェアのライセンス、メンテナンス、クラウド・ソリューション、CrystalBridgeブランドによる自社データ移行プラットフォームとそのソフトウェア・モジュールの組み合わせの開発とマーケティング、ソフトウェアベースのエンド・ツー・エンドのデータ移行と管理のための技術的可能性とパートナー提供を統合したテクノロジー・プラットフォームであるSNP Kyano、データ移行プラットフォームであるSNP BLUEFIELD、サードパーティ製ソフトウェアの販売も行っている。さらに、財務管理、財務、サプライチェーンプロセスにおける変革ソリューションも提供している。SNP Schneider-Neureither & Partner SEは1994年に設立され、ドイツのハイデルベルクに本社を置いている。もっと見るSNP Schneider-Neureither & Partner SE 基礎のまとめSNP Schneider-Neureither & Partner の収益と売上を時価総額と比較するとどうか。SHF 基礎統計学時価総額€605.01m収益（TTM）€37.30m売上高(TTM)€310.86m16.2xPER（株価収益率1.9xP/SレシオSHF 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SHF 損益計算書（TTM）収益€310.86m売上原価€194.59m売上総利益€116.28mその他の費用€78.98m収益€37.30m直近の収益報告Mar 31, 2026次回決算日Jul 30, 2026一株当たり利益（EPS）5.12グロス・マージン37.40%純利益率12.00%有利子負債／自己資本比率13.1%SHF 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2026/05/20 08:13終値2026/05/20 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SNP Schneider-Neureither & Partner SE 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。5 アナリスト機関Richard JeansEdison Investment ResearchMatthias DesmaraisODDO BHF Corporate & MarketsHenning SteinbrinkODDO BHF Corporate & Markets2 その他のアナリストを表示
Reported Earnings • May 11First quarter 2026 earnings released: EPS: €1.42 (vs €0.67 in 1Q 2025)First quarter 2026 results: EPS: €1.42 (up from €0.67 in 1Q 2025). Revenue: €81.0m (up 22% from 1Q 2025). Net income: €10.4m (up 112% from 1Q 2025). Profit margin: 13% (up from 7.4% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.
お知らせ • May 08SNP Schneider-Neureither & Partner SE, Annual General Meeting, Jun 17, 2026SNP Schneider-Neureither & Partner SE, Annual General Meeting, Jun 17, 2026, at 10:00 W. Europe Standard Time.
お知らせ • Feb 03SNP SE Announces Executive AppointmentsSNP SE has appointed Kuldeep Solanki as Managing Director for Southeast Asia. In his role, he will be responsible for driving growth and market maturity across the region, with oversight of go-to-market strategy, sales execution, partner alliances, and marketing. He will also be accountable for customer and partner success, ensuring consistent delivery and long-term value creation. Kuldeep brings more than 23 years of international experience in enterprise software, cloud solutions, and partner ecosystems. Based in Singapore, he has a proven track record of building high-performance teams, scaling go-to-market operations, and developing strategic alliances across Southeast Asia. SNP SE has also appointed Harold Zhang as Managing Director for China, effective February 2, 2026. He assumes leadership of SNP's China business and will focus on accelerating growth and profitability while advancing SNP's strategic ambition to be the data management partner of choice for SAP-led transformation programs. He will work closely with regional leadership to align local execution with broader Asia-Pacific priorities. Based in Shanghai, Harold brings over two decades of leadership experience spanning digital management, cloud transformation, and enterprise sales across China's public and private sectors. Prior to joining SNP, he held senior leadership roles at Tencent, Kingdee, and SAP, where he drove large-scale business transformation, profitability, and customer success.
お知らせ • Nov 06+ 4 more updatesSNP Schneider-Neureither & Partner SE to Report Fiscal Year 2025 Final Results on Mar 26, 2026SNP Schneider-Neureither & Partner SE announced that they will report fiscal year 2025 final results on Mar 26, 2026
お知らせ • Jul 03SNP Schneider-Neureither & Partner SE Announces Board ChangesSNP Schneider-Neureither & Partner SE at its Annual General Meeting held on June 30, 2025 announced that Michael Wand, Head of Europe Private Equity at Carlyle, and Willi Westenberger, Managing Director at Carlyle, were newly elected to the Supervisory Board. The previous Chairman of the Supervisory Board, Karl Benedikt Biesinger, and the previous Deputy Chairman of the Supervisory Board, Thorsten Grenz, resigned their mandates at the end of the Annual General Meeting. The company also announced that Willi Westenberger was elected as Chairman of the Supervisory Board and Michael Wand as Deputy Chairman.
お知らせ • May 23SNP Schneider-Neureither & Partner SE, Annual General Meeting, Jun 30, 2025SNP Schneider-Neureither & Partner SE, Annual General Meeting, Jun 30, 2025, at 10:00 W. Europe Standard Time.
Reported Earnings • May 11First quarter 2026 earnings released: EPS: €1.42 (vs €0.67 in 1Q 2025)First quarter 2026 results: EPS: €1.42 (up from €0.67 in 1Q 2025). Revenue: €81.0m (up 22% from 1Q 2025). Net income: €10.4m (up 112% from 1Q 2025). Profit margin: 13% (up from 7.4% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.
お知らせ • May 08SNP Schneider-Neureither & Partner SE, Annual General Meeting, Jun 17, 2026SNP Schneider-Neureither & Partner SE, Annual General Meeting, Jun 17, 2026, at 10:00 W. Europe Standard Time.
お知らせ • Feb 03SNP SE Announces Executive AppointmentsSNP SE has appointed Kuldeep Solanki as Managing Director for Southeast Asia. In his role, he will be responsible for driving growth and market maturity across the region, with oversight of go-to-market strategy, sales execution, partner alliances, and marketing. He will also be accountable for customer and partner success, ensuring consistent delivery and long-term value creation. Kuldeep brings more than 23 years of international experience in enterprise software, cloud solutions, and partner ecosystems. Based in Singapore, he has a proven track record of building high-performance teams, scaling go-to-market operations, and developing strategic alliances across Southeast Asia. SNP SE has also appointed Harold Zhang as Managing Director for China, effective February 2, 2026. He assumes leadership of SNP's China business and will focus on accelerating growth and profitability while advancing SNP's strategic ambition to be the data management partner of choice for SAP-led transformation programs. He will work closely with regional leadership to align local execution with broader Asia-Pacific priorities. Based in Shanghai, Harold brings over two decades of leadership experience spanning digital management, cloud transformation, and enterprise sales across China's public and private sectors. Prior to joining SNP, he held senior leadership roles at Tencent, Kingdee, and SAP, where he drove large-scale business transformation, profitability, and customer success.
お知らせ • Nov 06+ 4 more updatesSNP Schneider-Neureither & Partner SE to Report Fiscal Year 2025 Final Results on Mar 26, 2026SNP Schneider-Neureither & Partner SE announced that they will report fiscal year 2025 final results on Mar 26, 2026
お知らせ • Jul 03SNP Schneider-Neureither & Partner SE Announces Board ChangesSNP Schneider-Neureither & Partner SE at its Annual General Meeting held on June 30, 2025 announced that Michael Wand, Head of Europe Private Equity at Carlyle, and Willi Westenberger, Managing Director at Carlyle, were newly elected to the Supervisory Board. The previous Chairman of the Supervisory Board, Karl Benedikt Biesinger, and the previous Deputy Chairman of the Supervisory Board, Thorsten Grenz, resigned their mandates at the end of the Annual General Meeting. The company also announced that Willi Westenberger was elected as Chairman of the Supervisory Board and Michael Wand as Deputy Chairman.
お知らせ • May 23SNP Schneider-Neureither & Partner SE, Annual General Meeting, Jun 30, 2025SNP Schneider-Neureither & Partner SE, Annual General Meeting, Jun 30, 2025, at 10:00 W. Europe Standard Time.
お知らせ • Apr 11Carlyle Beratungs GmbH completed the acquisition of SNP Schneider-Neureither & Partner SE (XTRA:SHF) from Wolfgang Marguerre and others.Carlyle Beratungs GmbH entered into investment agreement to launch a voluntary public cash takeover offer to acquire SNP Schneider-Neureither & Partner SE (XTRA:SHF) from Wolfgang Marguerre and others for approximately €440 million on December 23, 2024. As part of investment agreement, Carlyle entered into share purchase agreement with Wolfgang Marguerre for acquisition of 65.19% stake in SNP Schneider. Carlyle also secures irrevocable undertakings from additional shareholders, representing in aggregate 11.06 % of the total share capital of SNP. A combined 76.25 % of the total share capital of SNP have been secured by Carlyle already. Completion of the Offer will be subject to customary antitrust and foreign investment control approvals. Following completion of the Offer, Carlyle intends to delist SNP Schneider-Neureither. The CEO of SNP, Jens Amail, and the Chairman of the Supervisory Board, Karl Benedikt Biesinger, welcome and strongly support the Offer. The Management Board of SNP intends, subject to review of the published offer document and its fiduciary duties, to support the Offer and believes that the transaction is in the best interest of the Company, its shareholders, employees, customers, partners and other stakeholders. As on January 31, 2025, The offer period for SNP shareholders begins today and ends on March 7, 2025. As February 10, 2025, SNP’s Executive Board and Supervisory Board consider the offer price of €61.00 per share to be fair and appropriate. This assessment is corroborated by the fairness opinion provided by the external financial adviser M.M.Warburg & CO. Benjamin Leyendecker, Florian Sippel of Kirkland & Ellis, Germany acted as legal advisor for Carlyle Beratungs GmbH. Matthias Burckhardt, Jörgen Tielmann, Björn Simon, Helmut Janssen, Sven C. Stumm M.Jur of Luther Rechtsanwaltsgesellschaft mbH acted as legal advisor for SNP Schneider-Neureither & Partner SE. ParkView Partners GmbH acted as financial advisor to Wolfgang Marguerre. Carlyle Beratungs GmbH completed the acquisition of SNP Schneider-Neureither & Partner SE (XTRA:SHF) from Wolfgang Marguerre and others on April 10, 2025. Carlyle will aim to support SNP’s continued growth journey together with management to drive further international expansion, optimize its product strategy, and explore inorganic growth opportunities. Equity for the investment was provided by Carlyle Europe Partners V (CEP V), a €6.4bn fund investing in European opportunities across a range of sectors and industries.
Major Estimate Revision • Apr 03Consensus EPS estimates increase by 50%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from €2.10 to €3.15. Revenue forecast steady at €279.9m. Net income forecast to grow 14% next year vs 26% growth forecast for IT industry in Germany. Consensus price target up from €62.00 to €66.50. Share price was steady at €67.60 over the past week.
New Risk • Mar 28New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 5.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
Reported Earnings • Mar 28Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: €2.78 (up from €0.81 in FY 2023). Revenue: €266.9m (up 31% from FY 2023). Net income: €20.2m (up 245% from FY 2023). Profit margin: 7.6% (up from 2.9% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) also surpassed analyst estimates by 31%. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Mar 24Price target increased by 8.1% to €62.00Up from €57.33, the current price target is an average from 2 analysts. New target price is 9.1% below last closing price of €68.20. The company is forecast to post earnings per share of €2.10 for next year compared to €0.81 last year.
新しいナラティブ • Mar 10Rising Operational Expenses May Pressure Margins, Yet Software-Driven Solutions Could Boost Future Profits Increased investment in operations and marketing may strain margins if they don't yield proportional revenue growth, impacting net margins negatively.
お知らせ • Dec 25Carlyle Beratungs GmbH entered into investment agreement to launch a voluntary public cash takeover offer to acquire SNP Schneider-Neureither & Partner SE (XTRA:SHF) from Wolfgang Marguerre and others for approximately €440 million.Carlyle Beratungs GmbH entered into investment agreement to launch a voluntary public cash takeover offer to acquire SNP Schneider-Neureither & Partner SE (XTRA:SHF) from Wolfgang Marguerre and others for approximately €440 million on December 23, 2024. As part of investment agreement, Carlyle entered into share purchase agreement with Wolfgang Marguerre for acquisition of 65.19% stake in SNP Schneider. Carlyle also secures irrevocable undertakings from additional shareholders, representing in aggregate 11.06 % of the total share capital of SNP. A combined 76.25 % of the total share capital of SNP have been secured by Carlyle already. Completion of the Offer will be subject to customary antitrust and foreign investment control approvals. Following completion of the Offer, Carlyle intends to delist SNP Schneider-Neureither. The CEO of SNP, Jens Amail, and the Chairman of the Supervisory Board, Karl Benedikt Biesinger, welcome and strongly support the Offer. The Management Board of SNP intends, subject to review of the published offer document and its fiduciary duties, to support the Offer and believes that the transaction is in the best interest of the Company, its shareholders, employees, customers, partners and other stakeholders. Kirkland & Ellis, Germany acted as legal advisor for Carlyle Beratungs GmbH. Luther Rechtsanwaltsgesellschaft mbH acted as legal advisor for SNP Schneider-Neureither & Partner SE. ParkView Partners GmbH acted as financial advisor to Wolfgang Marguerre.
Valuation Update With 7 Day Price Move • Dec 23Investor sentiment improves as stock rises 23%After last week's 23% share price gain to €61.00, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 14x in the IT industry in Germany. Total returns to shareholders of 57% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €31.35 per share.
お知らせ • Dec 20+ 4 more updatesSNP Schneider-Neureither & Partner SE to Report Q3, 2025 Results on Nov 06, 2025SNP Schneider-Neureither & Partner SE announced that they will report Q3, 2025 results on Nov 06, 2025
Reported Earnings • Nov 11Third quarter 2024 earnings released: EPS: €0.69 (vs €0.39 in 3Q 2023)Third quarter 2024 results: EPS: €0.69 (up from €0.39 in 3Q 2023). Revenue: €66.8m (up 24% from 3Q 2023). Net income: €5.04m (up 76% from 3Q 2023). Profit margin: 7.5% (up from 5.3% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Oct 30Price target increased by 7.1% to €55.67Up from €52.00, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of €53.60. Stock is up 39% over the past year. The company is forecast to post earnings per share of €1.79 for next year compared to €0.81 last year.
Major Estimate Revision • Oct 24Consensus EPS estimates increase by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from €232.5m to €240.2m. EPS estimate increased from €1.48 to €1.72 per share. Net income forecast to grow 7.1% next year vs 15% growth forecast for IT industry in Germany. Consensus price target up from €52.00 to €53.33. Share price was steady at €53.00 over the past week.
Buy Or Sell Opportunity • Oct 21Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 4.7% to €53.60. The fair value is estimated to be €44.57, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 82%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 23% in the next 2 years.
New Risk • Aug 15New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 42% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 09Second quarter 2024 earnings released: EPS: €0.76 (vs €0.048 in 2Q 2023)Second quarter 2024 results: EPS: €0.76 (up from €0.048 in 2Q 2023). Revenue: €66.7m (up 37% from 2Q 2023). Net income: €5.52m (up €5.18m from 2Q 2023). Profit margin: 8.3% (up from 0.7% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • Jul 19Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from €1.13 to €1.26. Revenue forecast steady at €227.0m. Net income forecast to grow 43% next year vs 30% growth forecast for IT industry in Germany. Consensus price target up from €47.00 to €50.33. Share price rose 3.2% to €51.80 over the past week.
お知らせ • Jul 12SNP Reportedly Weighs Sale Amid Takeover InterestSNP Schneider-Neureither & Partner SE (XTRA:SHF) and its controlling shareholder are exploring a potential sale after the German software provider received initial takeover interest, according to people familiar with the matter. The company and Wolfgang Marguerre, the billionaire who owns almost 64%, are working with boutique advisory firm Parkview Partners to gauge interest from potential buyers, according to the people. SNP could attract private equity firms such as Apax Partners and Bridgepoint Group Plc, as well as IT services firms like Accenture Plc and International Business Machines Corp., the people said.
お知らせ • Jun 13Ltimindtree and SNP Launch Meld Collaborative Services PlatformLTIMindtree announced in collaboration with SNP, has launched its latest platform `MELD' for accelerated and reliable realization of mergers, acquisitions and divestitures that accelerates data integrations and process harmonizations for customers. Enterprises embarking on these initiatives have a need for fast, lean, cost-effective solutions tailored to address landscape consolidations, business process integrations & technology requirements in carve out and merger scenarios that ensure seamless data management and zero business disruption. MELD addresses these accelerated cost-effective implementation, thus enabling enterprises to maximize business value with zero disruption for operations.
Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: €0.33 (vs €0.19 in 1Q 2023)First quarter 2024 results: EPS: €0.33 (up from €0.19 in 1Q 2023). Revenue: €57.3m (up 22% from 1Q 2023). Net income: €2.40m (up 77% from 1Q 2023). Profit margin: 4.2% (up from 2.9% in 1Q 2023). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Major Estimate Revision • Apr 03Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from €0.97 to €1.08. Revenue forecast steady at €222.1m. Net income forecast to grow 36% next year vs 30% growth forecast for IT industry in Germany. Consensus price target up from €38.00 to €42.00. Share price was steady at €44.20 over the past week.
Price Target Changed • Apr 02Price target increased by 11% to €42.00Up from €38.00, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of €44.00. The company is forecast to post earnings per share of €1.08 for next year compared to €0.81 last year.
New Risk • Mar 30New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 30% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.
Reported Earnings • Mar 28Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: €0.81 (up from €0.22 in FY 2022). Revenue: €211.9m (up 22% from FY 2022). Net income: €5.87m (up 263% from FY 2022). Profit margin: 2.8% (up from 0.9% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 15%. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Price Target Changed • Mar 28Price target increased by 8.7% to €40.50Up from €37.25, the current price target is an average from 2 analysts. New target price is 8.0% below last closing price of €44.00. The company is forecast to post earnings per share of €0.69 for next year compared to €0.22 last year.
お知らせ • Mar 19SNP Schneider-Neureither & Partner SE to Report Q1, 2024 Results on Apr 25, 2024SNP Schneider-Neureither & Partner SE announced that they will report Q1, 2024 results on Apr 25, 2024
Price Target Changed • Jan 23Price target increased by 12% to €37.25Up from €33.33, the current price target is an average from 2 analysts. New target price is 14% below last closing price of €43.30. The company is forecast to post earnings per share of €0.66 for next year compared to €0.22 last year.
お知らせ • Jan 17SNP Schneider-Neureither & Partner SE, Annual General Meeting, Jun 27, 2024SNP Schneider-Neureither & Partner SE, Annual General Meeting, Jun 27, 2024.
お知らせ • Dec 12SNP Schneider-Neureither & Partner SE Raises Outlook Revenue for the Full Year 2023SNP Schneider-Neureither & Partner SE raised outlook revenue for the full year 2023. For the period, the company revenue is expected to reach €200 million to €205 million (previous revenue forecast: around the upper end of the range between €190 million and €200 million). EBIT is still expected to reach the upper end of the range of €5 million to €10 million or even be slightly higher; this is due to significantly negative exchange rate effects in the quarter to date, with the corresponding negative impact on earnings.
Major Estimate Revision • Nov 02Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from €0.575 to €0.64. Revenue forecast steady at €197.2m. Net income forecast to grow 6.7% next year vs 33% growth forecast for IT industry in Germany. Consensus price target up from €31.00 to €33.33. Share price was steady at €38.20 over the past week.
Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: €0.39 (vs €0.027 loss in 3Q 2022)Third quarter 2023 results: EPS: €0.39 (up from €0.027 loss in 3Q 2022). Revenue: €58.0m (up 39% from 3Q 2022). Net income: €2.87m (up €3.07m from 3Q 2022). Profit margin: 4.9% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Major Estimate Revision • Oct 11Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from €194.1m to €198.3m. EPS estimate increased from €0.51 to €0.575 per share. Net income forecast to grow 61% next year vs 56% growth forecast for IT industry in Germany. Consensus price target of €31.00 unchanged from last update. Share price rose 7.1% to €36.20 over the past week.
お知らせ • Oct 10SNP Schneider-Neureither & Partner SE Raises Revenue Guidance for the Full Year of 2023SNP Schneider-Neureither & Partner SE raised revenue Guidance for the Full Year of 2023. For the period, the company's revenue is expected to be around the upper end of the communicated range between €190 million and €200 million.
お知らせ • Sep 29SNP Schneider-Neureither & Partner SE Announces Board ChangesExtraordinary General Meeting of SNP Schneider-Neureither & Partner SE, approved by a large majority the introduction of the dualistic management system widely used in Germany. The controlling function will be assumed by the new three-member Supervisory Board, which consists of Dr. KarlBenedikt Biesinger, Prof. Dr. Thorsten Grenz and Peter Maier. At its constituent meeting, the Supervisory Board elected Dr. Biesinger as Chairman and Prof. Dr. Grenz as Deputy Chairman. At its first meeting, the Supervisory Board also established an Audit Committee. The members of the Audit Committee and the Supervisory Board are the same; the Audit Committee is chaired by Prof. Dr. Thorsten Grenz as an independentmember.
Major Estimate Revision • Aug 11Consensus EPS estimates fall by 38%, revenue upgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from €191.1m to €194.1m. EPS estimate fell from €0.82 to €0.51 per share. Net income forecast to grow 79% next year vs 30% growth forecast for IT industry in Germany. Consensus price target down from €32.17 to €30.67. Share price was steady at €33.60 over the past week.
Reported Earnings • Aug 06Second quarter 2023 earnings released: EPS: €0.048 (vs €0.10 in 2Q 2022)Second quarter 2023 results: EPS: €0.048 (down from €0.10 in 2Q 2022). Revenue: €48.5m (up 15% from 2Q 2022). Net income: €346.0k (down 53% from 2Q 2022). Profit margin: 0.7% (down from 1.8% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 96% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
お知らせ • Jun 21SNP SE Announces Resignation of Richard Roy as A Member of the Board of Directors, Effective July 31, 2023SNP Schneider-Neureither & Partner SE announced that the Chairman of the Board of Directors, Mr. Richard Roy, has informed the Company that he will resign as a member of the Board of Directors as of July 31, 2023. The Board of Directors of SNP Schneider-Neureither & Partner SE will promptly initiate the next steps to ensure a continued statutory composition of the Board of Directors.
Major Estimate Revision • Jun 07Consensus EPS estimates increase by 67%, revenue downgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from €194.2m to €191.1m. EPS estimate rose from €0.49 to €0.82. Net income forecast to grow 90% next year vs 17% growth forecast for IT industry in Germany. Consensus price target up from €29.33 to €32.17. Share price was steady at €33.50 over the past week.
Price Target Changed • Jun 06Price target increased by 8.4% to €32.17Up from €29.67, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of €33.40. Stock is up 17% over the past year. The company is forecast to post earnings per share of €0.82 for next year compared to €0.22 last year.
Valuation Update With 7 Day Price Move • May 08Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €35.50, the stock trades at a forward P/E ratio of 52x. Average forward P/E is 19x in the IT industry in Germany. Total loss to shareholders of 14% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €16.24 per share.
Reported Earnings • Apr 02Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: €0.22 (up from €0.14 in FY 2021). Revenue: €187.5m (up 12% from FY 2021). Net income: €1.62m (up 64% from FY 2021). Profit margin: 0.9% (up from 0.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 54%. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 96% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Buying Opportunity • Jan 18Now 22% undervaluedOver the last 90 days, the stock is up 73%. The fair value is estimated to be €35.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.4% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 18% in 2 years. Earnings is forecast to grow by 772% in the next 2 years.
お知らせ • Nov 24+ 5 more updatesSNP Schneider-Neureither & Partner SE, Annual General Meeting, May 23, 2023SNP Schneider-Neureither & Partner SE, Annual General Meeting, May 23, 2023.
Major Estimate Revision • Nov 16Consensus EPS estimates fall by 20%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from €179.3m to €173.7m. EPS estimate also fell from €0.84 per share to €0.67 per share. Net income forecast to grow 520% next year vs 28% growth forecast for IT industry in Germany. Consensus price target down from €38.67 to €27.33. Share price rose 24% to €18.50 over the past week.
Major Estimate Revision • Nov 09Consensus EPS estimates fall by 20%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from €179.3m to €173.7m. EPS estimate also fell from €0.84 per share to €0.67 per share. Net income forecast to grow 594% next year vs 22% growth forecast for IT industry in Germany. Consensus price target down from €47.15 to €33.33. Share price fell 2.4% to €14.78 over the past week.
Reported Earnings • Oct 28Third quarter 2022 earnings released: €0.027 loss per share (vs €0.23 profit in 3Q 2021)Third quarter 2022 results: €0.027 loss per share (down from €0.23 profit in 3Q 2021). Revenue: €45.8m (flat on 3Q 2021). Net loss: €197.0k (down 112% from profit in 3Q 2021). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 10% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.
Price Target Changed • Oct 27Price target decreased to €38.67Down from €44.57, the current price target is an average from 3 analysts. New target price is 159% above last closing price of €14.92. Stock is down 68% over the past year. The company is forecast to post earnings per share of €0.84 for next year compared to €0.14 last year.
Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 24% share price decline to €15.22, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 16x in the IT industry in Germany. Total loss to shareholders of 48% over the past three years.
Valuation Update With 7 Day Price Move • Sep 12Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €21.40, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 18x in the IT industry in Germany. Total loss to shareholders of 27% over the past three years.
Price Target Changed • Aug 11Price target decreased to €41.90Down from €46.67, the current price target is an average from 3 analysts. New target price is 60% above last closing price of €26.20. Stock is down 51% over the past year. The company is forecast to post earnings per share of €0.91 for next year compared to €0.14 last year.
Valuation Update With 7 Day Price Move • Jun 15Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €23.95, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 22x in the IT industry in Germany. Total loss to shareholders of 21% over the past three years.
Reported Earnings • May 04First quarter 2022 earnings: EPS misses analyst expectationsFirst quarter 2022 results: €0.079 loss per share (up from €0.34 loss in 1Q 2021). Revenue: €42.9m (up 29% from 1Q 2021). Net loss: €571.0k (loss narrowed 77% from 1Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Over the next year, revenue is forecast to grow 7.6%, compared to a 19% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Apr 30Price target decreased to €46.67Down from €52.67, the current price target is an average from 3 analysts. New target price is 56% above last closing price of €29.85. Stock is down 51% over the past year. The company is forecast to post earnings per share of €0.88 for next year compared to €0.14 last year.
Board Change • Apr 27High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. Deputy Chairman of the Board of Directors Karl Biesinger is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Apr 01Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: €0.14 (up from €0.22 loss in FY 2020). Revenue: €173.6m (up 20% from FY 2020). Net income: €989.0k (up €2.51m from FY 2020). Profit margin: 0.6% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 43%. Over the next year, revenue is forecast to grow 8.4%, compared to a 18% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Jan 19Price target decreased to €58.33Down from €64.67, the current price target is an average from 3 analysts. New target price is 77% above last closing price of €33.00. Stock is down 42% over the past year. The company is forecast to post earnings per share of €0.76 next year compared to a net loss per share of €0.22 last year.
Breakeven Date Change • Dec 31Forecast breakeven date pushed back to 2022The 3 analysts covering SNP Schneider-Neureither & Partner previously expected the company to break even in 2021. New consensus forecast suggests the company will make a profit of €14.2m in 2022. Average annual earnings growth of 74% is required to achieve expected profit on schedule.
Reported Earnings • Nov 01Third quarter 2021 earnings released: EPS €0.23 (vs €0.57 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: €46.0m (up 22% from 3Q 2020). Net income: €1.60m (down 57% from 3Q 2020). Profit margin: 3.5% (down from 10.0% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.
Breakeven Date Change • Nov 01Forecast to breakeven in 2021The 3 analysts covering SNP Schneider-Neureither & Partner expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of €5.63m in 2021. Earnings growth of 74% is required to achieve expected profit on schedule.
Price Target Changed • Oct 30Price target decreased to €64.67Down from €70.33, the current price target is an average from 3 analysts. New target price is 45% above last closing price of €44.70. Stock is down 5.1% over the past year. The company is forecast to post earnings per share of €0.79 next year compared to a net loss per share of €0.22 last year.
分析記事 • Oct 07The Returns On Capital At SNP Schneider-Neureither & Partner (ETR:SHF) Don't Inspire ConfidenceWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
分析記事 • Aug 12SNP Schneider-Neureither & Partner SE (ETR:SHF) Just Released Its First-Quarter Results And Analysts Are Updating Their EstimatesSNP Schneider-Neureither & Partner SE ( ETR:SHF ) last week reported its latest first-quarter results, which makes it a...
Reported Earnings • Aug 11Second quarter 2021 earnings released: EPS €0.075 (vs €0.13 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €42.9m (up 25% from 2Q 2020). Net income: €532.0k (up €1.40m from 2Q 2020). Profit margin: 1.2% (up from net loss in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.
Executive Departure • Jun 24Independent Director Rainer Zinow has left the companyOn the 17th of June, Rainer Zinow's tenure as Independent Director ended after 3.5 years in the role. We don't have any record of a personal shareholding under Rainer's name. A total of 4 executives have left over the last 12 months. The current median tenure of the management team is less than a year, which is considered inexperienced in the Simply Wall St Risk Model.
Executive Departure • Jun 23Independent Director Rainer Zinow has left the companyOn the 17th of June, Rainer Zinow's tenure as Independent Director ended after 3.5 years in the role. We don't have any record of a personal shareholding under Rainer's name. A total of 4 executives have left over the last 12 months. The current median tenure of the management team is less than a year, which is considered inexperienced in the Simply Wall St Risk Model.
分析記事 • May 11Loss-Making SNP Schneider-Neureither & Partner SE (ETR:SHF) Set To BreakevenSNP Schneider-Neureither & Partner SE ( ETR:SHF ) is possibly approaching a major achievement in its business, so we...
Reported Earnings • Apr 25Full year 2020 earnings released: €0.22 loss per share (vs €0.21 loss in FY 2019)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2020 results: Revenue: €144.3m (down 1.5% from FY 2019). Net loss: €1.52m (loss widened 12% from FY 2019). Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
Executive Departure • Apr 17Vice Chairman of the Board Gerhard Burkhardt has left the companyOn the 16th of April, Gerhard Burkhardt's tenure in the role of Vice Chairman of the Board ended. We don't have any record of a personal shareholding under Gerhard's name. A total of 3 executives have left over the last 12 months.
分析記事 • Mar 10Should You Be Impressed By SNP Schneider-Neureither & Partner's (ETR:SHF) Returns on Capital?If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...
Is New 90 Day High Low • Mar 05New 90-day low: €49.85The company is down 7.0% from its price of €53.80 on 04 December 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is down 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €114 per share.
