View ValuationGB Group 将来の成長Future 基準チェック /36GB Group利益と収益がそれぞれ年間91.6%と6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に9.5% 89.8%なると予測されています。主要情報91.6%収益成長率89.75%EPS成長率Software 収益成長15.9%収益成長率6.0%将来の株主資本利益率9.53%アナリストカバレッジGood最終更新日05 Jun 2026今後の成長に関する最新情報お知らせ • Oct 16Gb Group plc Provides Earnings Guidance for the First Half of Financial Year 2025GB Group plc provided earnings guidance for the first half of financial year 2025. For the period, The company expects to report first half revenue of £135.5 million (1H25: £136.9 million), representing 1.8% growth on a constant currency basis.お知らせ • Jun 13+ 1 more updateGB Group plc Re-Iterates Earnings Guidance for the Full Year 2025GB Group plc re-iterated earnings guidance for the full year 2025. For the year, the company expects mid-single-digit revenue growth on a constant currency basis, which will drive high single-digit growth in adjusted operating profit given the operational efficiency gains achieved in FY24.お知らせ • Apr 24GB Group plc Provides Earnings Guidance for the Year 2024 and 2025GB Group plc provided earnings guidance for the year 2024 and 2025. For the period, the company expects to report revenue of £277.3 million, driven by growth accelerating in Identity during the fourth quarter as anticipated. For the period, the company expects the Group expects mid-single-digit revenue growth on a constant currency basis, which will drive high single-digit growth in adjusted operating profit, as a result of the operational efficiency gains achieved in FY24.お知らせ • Jan 21GB Group plc Provides Revenue GuidanceGB Group plc provided revenue guidance. For the period, The company expects revenue growth of 12% to 14%.お知らせ • Oct 20GB Group plc Provides Revenue Guidance for the First Half of Financial Year 2023GB Group plc provided revenue guidance for the first half of financial year 2023. For the period, the company expects to report first half revenue of £133.8 million1 (first half of 2022: £109.2 million), representing growth of approximately 22.5%.お知らせ • Apr 21Gb Group plc Provides Revenue Outlook for the Year Ended 31 March 2022GB Group plc provided revenue outlook for the year ended 31 March 2022. For the year, the company expects to report revenue of approximately £242 million, including approximately £13 million of initial revenue¹ from the recent acquisitions of Acuant and Cloudcheck.すべての更新を表示Recent updatesDeclared Dividend • Jun 04Dividend of UK£0.044 announcedShareholders will receive a dividend of UK£0.044. Ex-date: 18th June 2026 Payment date: 31st July 2026 Dividend yield will be 2.0%, which is higher than the industry average of 1.5%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (26% cash payout ratio). The dividend has increased by an average of 7.8% per year over the past 10 years. However, payments have been volatile during that time.Reported Earnings • Jun 02Full year 2026 earnings released: UK£0.31 loss per share (vs UK£0.034 profit in FY 2025)Full year 2026 results: UK£0.31 loss per share (down from UK£0.034 profit in FY 2025). Revenue: UK£285.0m (flat on FY 2025). Net loss: UK£75.1m (down UK£83.7m from profit in FY 2025). Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.New Risk • Jun 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (8.9% average weekly change).お知らせ • Feb 14GB Group plc to Report Fiscal Year 2026 Results on Jun 02, 2026GB Group plc announced that they will report fiscal year 2026 results on Jun 02, 2026お知らせ • Oct 28GBG Announces the Launch of its Digital ID SolutionGBG announced the launch of its Digital ID solution that allows businesses to seamlessly accept verified Digital IDs from around the world during online onboarding. Through a single, secure connection, organizations can verify users using a wide range of Digital IDs including government-issued eIDs, mobile driver's licenses (mDLs), and BankIDs. Available as a module within GBG Go - the company's adaptive identity platform - the solution provides businesses with aggregated access to trusted Digital ID networks. By accepting a variety of private and public reusable credentials, GBG empowers businesses with the operational agility to keep pace with evolving user adoption and verify customers across multiple markets, without vendor lock-in. The key benefits of GBG's Digital ID solution are: One connection, worldwide adoption: Businesses can serve customers in multiple markets through one connection to trusted Digital ID schemes, including government issued eIDs, mDLs, BankIDs, and private-sector reusable credentials. Accelerated customer onboarding: Digital IDs let users verify instantly with credentials they already hold, improving conversion and reducing drop-offs. End-to-end encryption and user privacy: Digital ID verification uses a standards-based framework using W3C Verifiable Credentials and end-to-end encryption to protect privacy at every step. Reduced fraud and risk: Digital IDs provide deterministic authentication of credentials, rather thanabilistic. Businesses can accept tamper-proof, pre-verified credentials from trusted issuers, and focus more extensively on enriching journeys via GBG Go's extensive fraud signals from GBG's identity network - offering added certainty in identity proofing as fraud protection technology continues to evolve. Easily customized onboarding journeys: Flexible workflows in GBG Go make it easy for businesses to create customer journeys that fit their needs. The Digital ID module works smoothly within the platform, letting companies add fraud and risk checks and automatically fall back to alternative verification methods when needed. Supports regulatory compliance: The solution provides businesses with the operational agility to respond to evolving Digital ID regulations and meet regional mandates such as the EU's eIDAS 2.0, which will require regulated industries to accept the EUDI Wallet. GBG's Digital ID solution is enabled through partnerships with leading industry providers including Trinsic and MATTR.お知らせ • Oct 17GB Group plc (AIM:GBG) agreed to acquire DataTools Pty Ltd for AUD 16 million.GB Group plc (AIM:GBG) agreed to acquire DataTools Pty Ltd for AUD 16 million on October 16, 2025. A cash consideration of AUD 16 million will be paid by GB Group plc. As part of consideration, AUD 16 million is paid towards common equity of DataTools Pty Ltd. The transaction will be financed through funded from its existing revolving credit facility. GB Group plc (AIM:GBG) completed the acquisition of DataTools Pty Ltd for AUD 16 million on October 16, 2025.お知らせ • Oct 16Gb Group plc Provides Earnings Guidance for the First Half of Financial Year 2025GB Group plc provided earnings guidance for the first half of financial year 2025. For the period, The company expects to report first half revenue of £135.5 million (1H25: £136.9 million), representing 1.8% growth on a constant currency basis.お知らせ • Sep 23GB Group plc to Report First Half, 2026 Results on Nov 25, 2025GB Group plc announced that they will report first half, 2026 results on Nov 25, 2025お知らせ • Jun 26GB Group plc, Annual General Meeting, Jul 22, 2025GB Group plc, Annual General Meeting, Jul 22, 2025. Location: first floor, evermore, 128 queen victoria street, ec4v 4bj, london United Kingdomお知らせ • Jun 10GB Group plc Proposes Final Ordinary Dividend for Year Ended 31 March 2025, Payable on 1 August 2025GB Group plc board proposed a final ordinary dividend of 4.40 pence per share (FY24: 4.20 pence), amounting to £11.1 million (FY24: £10.6 million). If approved, this will be paid on 1 August 2025 to ordinary shareholders whose names appear on the register of members at the close of business on 20 June 2025.お知らせ • Jan 13GB Group plc to Report Fiscal Year 2025 Results on Jun 10, 2025GB Group plc announced that they will report fiscal year 2025 results on Jun 10, 2025お知らせ • Oct 17GB Group plc to Report First Half, 2025 Results on Nov 19, 2024GB Group plc announced that they will report first half, 2025 results on Nov 19, 2024お知らせ • Jul 23GB Group PLC Declares Final DividendGB Group PLC at its AGM held on July 23, 2024, declared a final dividend of 4.20 pence.Reported Earnings • Jun 30Full year 2024 earnings released: UK£0.19 loss per share (vs UK£0.47 loss in FY 2023)Full year 2024 results: UK£0.19 loss per share (improved from UK£0.47 loss in FY 2023). Revenue: UK£277.3m (flat on FY 2023). Net loss: UK£48.6m (loss narrowed 59% from FY 2023). Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Software industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.お知らせ • Jun 29GB Group plc, Annual General Meeting, Jul 23, 2024GB Group plc, Annual General Meeting, Jul 23, 2024. Location: first floor, old change house, 128 queen victoria street, ec4v 4bj, london United KingdomDeclared Dividend • Jun 13Dividend of UK£0.042 announcedShareholders will receive a dividend of UK£0.042. Ex-date: 20th June 2024 Payment date: 2nd August 2024 Dividend yield will be 1.0%, which is lower than the industry average of 1.5%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (23% cash payout ratio). The dividend has increased by an average of 9.3% per year over the past 10 years. However, payments have been volatile during that time.お知らせ • Jun 13+ 1 more updateGB Group plc Re-Iterates Earnings Guidance for the Full Year 2025GB Group plc re-iterated earnings guidance for the full year 2025. For the year, the company expects mid-single-digit revenue growth on a constant currency basis, which will drive high single-digit growth in adjusted operating profit given the operational efficiency gains achieved in FY24.Reported Earnings • Jun 12Full year 2024 earnings released: UK£0.19 loss per share (vs UK£0.47 loss in FY 2023)Full year 2024 results: UK£0.19 loss per share (improved from UK£0.47 loss in FY 2023). Revenue: UK£277.3m (flat on FY 2023). Net loss: UK£48.6m (loss narrowed 59% from FY 2023). Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Software industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance.Board Change • May 08Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Bhav Singh was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.お知らせ • Apr 30GB Group plc Announces Directorate ChangeGB Group plc announced the appointment of Michelle Senecal de Fonseca who will join the GBG Board as a new Non-Executive Director of the Company with effect from 1 May 2024. On her appointment Michelle will also be appointed as member of the Audit & Risk, Remuneration, Nomination and ESG Committees. Furthermore, Natalie Gammon has taken a decision to step down from the GBG Board on 23 July 2024, the date of GBG's AGM. Natalie has been a Non-Executive Director and member of the GBG Board since November 2019, she is also chair of the Remuneration and ESG Committees. Natalie will continue to chair both these Committees up to her leaving date and she will step down immediately after the AGM, Michelle will then succeed her in both chair positions. Michelle is an experienced executive and non-executive director in the technology industry, having been Managing Director for Vodafone's cloud and hosting services business, and serving as Area Vice President for sales and services for Northern Europe at Citrix before becoming its global Vice President for strategic alliances. Currently Michelle is Non-Executive Director and Chair of the Remuneration Committee at AIM listed Redcentric plc and she is also Non-Executive Director at FDM Group (Holdings) plc and Alphawave IP Group plc. In addition, Michelle is the co-founder and board member of the networking group Women in Telecoms and Technology.お知らせ • Apr 24GB Group plc Provides Earnings Guidance for the Year 2024 and 2025GB Group plc provided earnings guidance for the year 2024 and 2025. For the period, the company expects to report revenue of £277.3 million, driven by growth accelerating in Identity during the fourth quarter as anticipated. For the period, the company expects the Group expects mid-single-digit revenue growth on a constant currency basis, which will drive high single-digit growth in adjusted operating profit, as a result of the operational efficiency gains achieved in FY24.Reported Earnings • Dec 01First half 2024 earnings released: UK£0.22 loss per share (vs UK£0.003 loss in 1H 2023)First half 2024 results: UK£0.22 loss per share (further deteriorated from UK£0.003 loss in 1H 2023). Revenue: UK£132.4m (down 1.1% from 1H 2023). Net loss: UK£55.2m (loss widened UK£54.4m from 1H 2023). Revenue is forecast to grow 5.8% 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, the company's share price growth rate has exceeded its earnings growth rate by 89 percentage points per year, which is a significant difference in performance.お知らせ • Nov 11GB Group plc Announces Chief Executive Officer Changes, Effective January 30, 2024GB Group plc announced that Chris Clark, the Company's Chief Executive Officer, has informed the Board of his intention to retire as CEO and will step down from the Board with effect from 30 January 2024, and will be available to the Company until 30 July 2024. Following the conclusion of selection process by the Nomination Committee, the Company announced that Dev Dhiman has been promoted to Chief Executive Designate. Dev will assume the role of Chief Executive Officer and will join the Board on 30 January 2024. In the meantime, he will work closely with Chris to ensure an orderly handover. Dev joined GBG in November 2020 as Managing Director, Asia Pacific. During the past three years APAC business has consistently delivered year-on-year revenue growth and Dev has demonstrated excellent leadership qualities aligned with GBG's people-focused culture. Previously, he spent 12 years at Experian, where he held a variety of senior positions, he has considerable knowledge and experience of the sector and the markets in which the company operates.お知らせ • Sep 20GB Group plc to Report First Half, 2024 Results on Nov 27, 2023GB Group plc announced that they will report first half, 2024 results on Nov 27, 2023New Risk • Jul 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (6.7% average weekly change).Buying Opportunity • Jul 02Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 22%. The fair value is estimated to be €3.29, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Meanwhile, the company became loss making.New Risk • Jun 23New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. The company is paying a dividend despite being loss-making. Dividend yield: 1.6% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Reported Earnings • Jun 16Full year 2023 earnings released: UK£0.47 loss per share (vs UK£0.071 profit in FY 2022)Full year 2023 results: UK£0.47 loss per share (down from UK£0.071 profit in FY 2022). Revenue: UK£278.8m (up 15% from FY 2022). Net loss: UK£119.8m (down UK£135.1m from profit in FY 2022). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Software industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.お知らせ • Jun 15+ 1 more updateGB Group plc, Annual General Meeting, Jul 20, 2023GB Group plc, Annual General Meeting, Jul 20, 2023.お知らせ • May 19GB Group plc to Report Fiscal Year 2023 Results on Jun 15, 2023GB Group plc announced that they will report fiscal year 2023 results on Jun 15, 2023Recent Insider Transactions • Feb 23Non-Executive Chairman recently bought €113k worth of stockOn the 21st of February, Richard Longdon bought around 30k shares on-market at roughly €3.79 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was Richard's only on-market trade for the last 12 months.Buying Opportunity • Feb 22Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be €4.77, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 16%. Revenue is forecast to grow by 24% in 2 years. Earnings is forecast to grow by 520% in the next 2 years.Board Change • Feb 14Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Bhav Singh was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Jan 21GB Group plc Provides Revenue GuidanceGB Group plc provided revenue guidance. For the period, The company expects revenue growth of 12% to 14%.Board Change • Dec 14Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Bhav Singh was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 30First half 2023 earnings released: UK£0.003 loss per share (vs UK£0.057 profit in 1H 2022)First half 2023 results: UK£0.003 loss per share (down from UK£0.057 profit in 1H 2022). Revenue: UK£133.8m (up 23% from 1H 2022). Net loss: UK£749.0k (down 107% from profit in 1H 2022). Revenue is forecast to grow 11% 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 fallen by 16% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings.Board Change • Nov 23Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Bhav Singh was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Oct 23Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to €3.94, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 16x in the Software industry in Germany. Total loss to shareholders of 40% over the past three years.お知らせ • Oct 20GB Group plc Provides Revenue Guidance for the First Half of Financial Year 2023GB Group plc provided revenue guidance for the first half of financial year 2023. For the period, the company expects to report first half revenue of £133.8 million1 (first half of 2022: £109.2 million), representing growth of approximately 22.5%.Board Change • Oct 20Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Bhav Singh was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Oct 07Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €5.50, the stock trades at a forward P/E ratio of 50x. Average forward P/E is 17x in the Software industry in Germany. Total loss to shareholders of 3.1% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €9.38 per share.お知らせ • Oct 06GTCR No Longer Evaluating A Possible Offer for GBGGB Group plc (AIM:GBG) noted the statement by GTCR LLC ("GTCR") that it is no longer evaluating a possible offer for GBG and that it is consequently bound by the restrictions under Rule 2.8 of the City Code on Takeovers and Mergers (the "Code"). As a result of the announcement by GTCR, GBG is no longer in an offer period for the purposes of the Code.お知らせ • Sep 09GTCR Mulls Bid for GB GroupGTCR has confirmed that it is considering an all-cash bid for British data intelligence services firm GB Group Plc (AIM:GBG). There can be no certainty that any firm offer will be made, nor as to the terms on which any firm offer might be made, the target company highlighted. Following the take over interest disclosure, GTCR has an October 4 deadline to announce a firm intention to make an offer or walk away. Shares in GB Group were trading 0.62% higher at 651 pence as of 1017 BST in London on September 7, 2022. Its market capitalisation stands at about GBP 1.63 billion (USD 1.86 billion/EUR 1.88 billion).お知らせ • Sep 01Gb Group plc Announces Board ChangesGB Group plc announced the appointment of Richard Longdon as its new Chair with effect from September 1, 2022. Richard is an experienced Chair and brings a wealth of relevant business experience from both his Executive and Non-Executive career. David Rasche will step down from GBG's Board on 30 September 2022.お知らせ • Aug 11GB Group plc to Report First Half, 2023 Results on Nov 29, 2022GB Group plc announced that they will report first half, 2023 results on Nov 29, 2022Reported Earnings • Jun 17Full year 2022 earnings released: EPS: UK£0.071 (vs UK£0.14 in FY 2021)Full year 2022 results: EPS: UK£0.071 (down from UK£0.14 in FY 2021). Revenue: UK£242.5m (up 11% from FY 2021). Net income: UK£15.3m (down 43% from FY 2021). Profit margin: 6.3% (down from 12% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 23%, compared to a 12% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Jun 16GB Group plc Announces Board ChangesGB Group plc announced the appointment of Richard Longdon to its Board as its next Chair and Non-Executive Director with effect from 1 September 2022. He will replace David Rasche, who is stepping down from the Board and retiring after twelve years with the Group. David will remain an active member of the Board until 30 September 2022 to ensure an orderly handover. As Chair since December 2010, David's counsel and stewardship have played a significant and important role in guiding the success of the business. Richard Longdon will join GBG following a highly successful career in the technology sector. He spent 33 years with AVEVA Group where he was Chief Executive Officer for 17 years and has held a number of non-executive director and chair roles since. His global leadership experience will enable him to lead the Board through the next stages of the Company's growth and assist management in shaping the future strategy for the business.お知らせ • Apr 21Gb Group plc Provides Revenue Outlook for the Year Ended 31 March 2022GB Group plc provided revenue outlook for the year ended 31 March 2022. For the year, the company expects to report revenue of approximately £242 million, including approximately £13 million of initial revenue¹ from the recent acquisitions of Acuant and Cloudcheck.お知らせ • Feb 26GB Group plc, Annual General Meeting, Jul 28, 2022GB Group plc, Annual General Meeting, Jul 28, 2022.お知らせ • Feb 08GB Group plc to Report Fiscal Year 2022 Results on Jun 16, 2022GB Group plc announced that they will report fiscal year 2022 results on Jun 16, 2022お知らせ • Feb 02GB Group plc (AIM:GBG) acquired Verifi Identity Services Limited for NZD 20 million.GB Group plc (AIM:GBG) acquired Verifi Identity Services Limited for NZD 28 million on February 1, 2022. The upfront consideration payable to the vendors of Cloudcheck is NZD 20 million comprising of an NZD 12 million cash payment and the issuance of NZD 8 million of shares in GBG based on a 30-day volume weighted average share price. Contingent upon Cloudcheck's revenue growth, a payment of up to NZD 4 million in cash may become payable following completion of audited accounts for the financial year ending 31 March 2023. Furthermore, contingent upon Cloudcheck's revenue growth, an additional payment of up to NZD 4 million in cash may become payable following completion of audited accounts for the financial year ending 31 March 2024. Edward Knight and Paul Gillam of Peel Hunt LLP acted as financial advisor to GB Group plc. GB Group plc (AIM:GBG) completed the acquisition of Verifi Identity Services Limited on February 1, 2022.Valuation Update With 7 Day Price Move • Jan 28Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €7.10, the stock trades at a forward P/E ratio of 54x. Average forward P/E is 29x in the Software industry in Germany. Total returns to shareholders of 41% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €8.82 per share.Buying Opportunity • Jan 25Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 27%. The fair value is estimated to be UK£9.61, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% per annum over the last 3 years. Earnings per share has grown by 25% per annum over the last 3 years.Reported Earnings • Dec 02First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: UK£0.057 (down from UK£0.061 in 1H 2021). Revenue: UK£109.2m (up 5.4% from 1H 2021). Net income: UK£11.2m (down 5.0% from 1H 2021). Profit margin: 10% (down from 11% in 1H 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 17%, compared to a 34% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 22% per year.Recent Insider Transactions • Aug 01CEO & Executive Director recently sold €2.0m worth of stockOn the 29th of July, Christopher Clark sold around 202k shares on-market at roughly €9.99 per share. This was the largest sale by an insider in the last 3 months. Christopher has been a seller over the last 12 months, reducing personal holdings by €2.7m.Reported Earnings • Jul 10Full year 2021 earnings released: EPS UK£0.14 (vs UK£0.088 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: UK£217.7m (up 9.3% from FY 2020). Net income: UK£26.9m (up 57% from FY 2020). Profit margin: 12% (up from 8.6% in FY 2020). The increase in margin was driven by higher revenue.Executive Departure • Jul 01CFO, COO & Director David Wilson has left the companyDuring their tenure, earnings grew by 34% annually compared to the industry average of 12%. On the 30th of June, David Wilson left the company after 11.8 in the role. As of March 2021, David still personally held 142.01k shares (€1.4m worth at the time). David is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 6.17 years.Recent Insider Transactions • Jun 19CFO & Director recently bought €79k worth of stockOn the 16th of June, David Ward bought around 8k shares on-market at roughly €10.32 per share. This was the largest purchase by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.Reported Earnings • Jun 16Full year 2021 earnings released: EPS UK£0.14 (vs UK£0.088 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: UK£217.7m (up 9.3% from FY 2020). Net income: UK£26.9m (up 57% from FY 2020). Profit margin: 12% (up from 8.6% in FY 2020). The increase in margin was driven by higher revenue.Is New 90 Day High Low • Mar 09New 90-day low: €9.04The company is down 6.0% from its price of €9.59 on 09 December 2020. The German market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.22 per share.Recent Insider Transactions • Feb 03Board Member recently bought €57k worth of stockOn the 28th of January, Natalie Gammon bought around 6k shares on-market at roughly €9.64 per share. In the last 3 months, there was an even bigger purchase from another insider worth €394k. Despite this recent purchase, insiders have collectively sold €4.2m more in shares than they bought in the last 12 months.Recent Insider Transactions • Jan 31Board Member recently bought €57k worth of stockOn the 28th of January, Natalie Gammon bought around 6k shares on-market at roughly €9.64 per share. In the last 3 months, there was an even bigger purchase from another insider worth €394k. Despite this recent purchase, insiders have collectively sold €4.2m more in shares than they bought in the last 12 months.お知らせ • Jan 29+ 1 more updateGB Group plc Announces Succession Plan for CFOGBG announce the appointment of David Mathew Ward to its Board as its new CFO, replacing Dave John Wilson, who is stepping down from the Board and retiring as CFO and COO after 12 years. It is anticipated that David Ward will join GBG on 17th May 2021, with Dave Wilson leaving at the end of June thereby providing sufficient time to complete an orderly handover. The Board would like to thank Dave Wilson for his significant contribution to the growth and success of GBG during his time as CFO. David Ward is a highly experienced, successful and well-regarded business leader who has spent the last 10 years with AVEVA Group plc ('AVEVA'), the FTSE 100 global software group. Prior to the merger with the software business of Schneider Electric, David was CFO, subsequently becoming Finance Director & Company Secretary of the enlarged group. During his time with AVEVA, the company has scaled financially and geographically, with David leading a number of M&A projects, as well as restructuring finance, business operations and processes.お知らせ • Jan 15+ 1 more updateHH Global Interactive Limited completed the acquisition of Marketing Services division of GB group plc.HH Global Interactive Limited signed an agreement to acquire Marketing Services division of GB group plc on January 13, 2021. HH Global Interactive Limited completed the acquisition of Marketing Services division of GB group plc on January 14, 2021. Edward Knight, Paul Gillam and Nick Prowting of Peel Hunt LLP acted as nominated advisors to GB Group plc.Recent Insider Transactions • Dec 17CEO & Executive Director recently bought €394k worth of stockOn the 15th of December, Christopher Clark bought around 41k shares on-market at roughly €9.66 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Christopher has been a net seller over the last 12 months, reducing personal holdings by €1.1m.お知らせ • Dec 15GB Group plc (AIM:GBG) acquired Investigate 2020 Limited from Hooyu Ltd.for £4 million.GB Group plc (AIM:GBG) acquired Investigate 2020 Limited from Hooyu Ltd for £4 million on December 14, 2020. GBG has acquired the entire issued and to be issued share capital of Investigate 2020 Limited. HooYu Limited will be issued with 0.45 million New Ordinary Shares of GBG. The technologists who created the HooYu Investigate service will join GBG as a result of this acquisition. HooYu Investigate enables GBG's Connexus product to accelerate revenue growth. The acquisition of HooYu Investigate provides GBG with a scalable technology platform, in addition to a technology team that can support the growth of future capabilities. The new platform will be called GBG Investigate. Edward Knight, Paul Gillam & Nick Prowting of Peel Hunt LLP acted as nominated financial advisor for GBG. GB Group plc (AIM:GBG) completed the acquisition of Investigate 2020 Limited from Hooyu Ltd on December 14, 2020.Reported Earnings • Dec 09First half 2021 earnings released: EPS UK£0.061The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£103.5m (up 9.8% from 1H 2020). Net income: UK£11.8m (up 110% from 1H 2020). Profit margin: 11% (up from 5.9% in 1H 2020). The increase in margin was driven by higher revenue.Analyst Estimate Surprise Post Earnings • Dec 09Revenue beats expectationsRevenue exceeded analyst estimates by 0.4%. Over the next year, revenue is forecast to stay flat compared to a 14% growth forecast for the Software industry in Germany.Recent Insider Transactions • Oct 24CEO & Executive Director recently sold €1.4m worth of stockOn the 22nd of October, Christopher Clark sold around 140k shares on-market at roughly €10.34 per share. This was the largest sale by an insider in the last 3 months. This was Christopher's only on-market trade for the last 12 months.Is New 90 Day High Low • Oct 13New 90-day high: €8.57The company is up 12% from its price of €7.65 on 15 July 2020. The German market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.09 per share.お知らせ • Jul 02GB Group plc Provides Update on Guidance for the Year Ending 31 March 2021GB Group plc do not yet have sufficient visibility to provide guidance for the year ending 31 March 2021.業績と収益の成長予測DB:0GB - アナリストの将来予測と過去の財務データ ( )GBP Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/202934230566183/31/202831823525593/31/202730014384793/31/2026285-753840N/A12/31/2025283-334142N/A9/30/202528194344N/A6/30/202528294748N/A3/31/202528395253N/A12/31/202428284849N/A9/30/202428284545N/A6/30/2024280-204444N/A3/31/2024277-494344N/A12/31/2023277-1114343N/A9/30/2023277-1744243N/A6/30/2023278-1473838N/A3/31/2023279-1203334N/A12/31/2022273-583132N/A9/30/202226732930N/A6/30/202225593637N/A3/31/2022242154345N/A12/31/2021233214547N/A9/30/2021223264849N/A6/30/2021220275354N/A3/31/2021218275858N/A12/31/2020213255758N/A9/30/2020208235658N/A6/30/2020204204850N/A3/31/2020199174142N/A12/31/201918916N/A39N/A9/30/201918015N/A35N/A6/30/201916214N/A30N/A3/31/201914412N/A25N/A12/31/201813412N/A26N/A9/30/201812511N/A28N/A6/30/201812311N/A28N/A3/31/201812011N/A28N/A12/31/201711111N/A24N/A9/30/201710312N/A20N/A6/30/20179511N/A17N/A3/31/20178711N/A14N/A12/31/2016839N/A13N/A9/30/2016798N/A11N/A6/30/2016769N/A12N/A3/31/2016739N/A13N/A12/31/2015707N/A13N/A9/30/2015665N/A13N/A6/30/2015625N/A12N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 0GBは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 1.9% ) よりも高い成長率であると考えられます。収益対市場: 0GB今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: 0GB今後 3 年以内に収益を上げることが予想されます。収益対市場: 0GBの収益 ( 6% ) German市場 ( 6.7% ) よりも低い成長が予測されています。高い収益成長: 0GBの収益 ( 6% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 0GBの 自己資本利益率 は、3年後には低くなると予測されています ( 9.5 %)。成長企業の発掘7D1Y7D1Y7D1YSoftware 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/08 17:12終値2026/06/08 00:00収益2026/03/31年間収益2026/03/31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GB Group plc 9 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。18 アナリスト機関Nicholas Michael DempseyBarclaysJames ZarembaBarclaysAlexander James ShortBerenberg15 その他のアナリストを表示
お知らせ • Oct 16Gb Group plc Provides Earnings Guidance for the First Half of Financial Year 2025GB Group plc provided earnings guidance for the first half of financial year 2025. For the period, The company expects to report first half revenue of £135.5 million (1H25: £136.9 million), representing 1.8% growth on a constant currency basis.
お知らせ • Jun 13+ 1 more updateGB Group plc Re-Iterates Earnings Guidance for the Full Year 2025GB Group plc re-iterated earnings guidance for the full year 2025. For the year, the company expects mid-single-digit revenue growth on a constant currency basis, which will drive high single-digit growth in adjusted operating profit given the operational efficiency gains achieved in FY24.
お知らせ • Apr 24GB Group plc Provides Earnings Guidance for the Year 2024 and 2025GB Group plc provided earnings guidance for the year 2024 and 2025. For the period, the company expects to report revenue of £277.3 million, driven by growth accelerating in Identity during the fourth quarter as anticipated. For the period, the company expects the Group expects mid-single-digit revenue growth on a constant currency basis, which will drive high single-digit growth in adjusted operating profit, as a result of the operational efficiency gains achieved in FY24.
お知らせ • Jan 21GB Group plc Provides Revenue GuidanceGB Group plc provided revenue guidance. For the period, The company expects revenue growth of 12% to 14%.
お知らせ • Oct 20GB Group plc Provides Revenue Guidance for the First Half of Financial Year 2023GB Group plc provided revenue guidance for the first half of financial year 2023. For the period, the company expects to report first half revenue of £133.8 million1 (first half of 2022: £109.2 million), representing growth of approximately 22.5%.
お知らせ • Apr 21Gb Group plc Provides Revenue Outlook for the Year Ended 31 March 2022GB Group plc provided revenue outlook for the year ended 31 March 2022. For the year, the company expects to report revenue of approximately £242 million, including approximately £13 million of initial revenue¹ from the recent acquisitions of Acuant and Cloudcheck.
Declared Dividend • Jun 04Dividend of UK£0.044 announcedShareholders will receive a dividend of UK£0.044. Ex-date: 18th June 2026 Payment date: 31st July 2026 Dividend yield will be 2.0%, which is higher than the industry average of 1.5%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (26% cash payout ratio). The dividend has increased by an average of 7.8% per year over the past 10 years. However, payments have been volatile during that time.
Reported Earnings • Jun 02Full year 2026 earnings released: UK£0.31 loss per share (vs UK£0.034 profit in FY 2025)Full year 2026 results: UK£0.31 loss per share (down from UK£0.034 profit in FY 2025). Revenue: UK£285.0m (flat on FY 2025). Net loss: UK£75.1m (down UK£83.7m from profit in FY 2025). Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
New Risk • Jun 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (8.9% average weekly change).
お知らせ • Feb 14GB Group plc to Report Fiscal Year 2026 Results on Jun 02, 2026GB Group plc announced that they will report fiscal year 2026 results on Jun 02, 2026
お知らせ • Oct 28GBG Announces the Launch of its Digital ID SolutionGBG announced the launch of its Digital ID solution that allows businesses to seamlessly accept verified Digital IDs from around the world during online onboarding. Through a single, secure connection, organizations can verify users using a wide range of Digital IDs including government-issued eIDs, mobile driver's licenses (mDLs), and BankIDs. Available as a module within GBG Go - the company's adaptive identity platform - the solution provides businesses with aggregated access to trusted Digital ID networks. By accepting a variety of private and public reusable credentials, GBG empowers businesses with the operational agility to keep pace with evolving user adoption and verify customers across multiple markets, without vendor lock-in. The key benefits of GBG's Digital ID solution are: One connection, worldwide adoption: Businesses can serve customers in multiple markets through one connection to trusted Digital ID schemes, including government issued eIDs, mDLs, BankIDs, and private-sector reusable credentials. Accelerated customer onboarding: Digital IDs let users verify instantly with credentials they already hold, improving conversion and reducing drop-offs. End-to-end encryption and user privacy: Digital ID verification uses a standards-based framework using W3C Verifiable Credentials and end-to-end encryption to protect privacy at every step. Reduced fraud and risk: Digital IDs provide deterministic authentication of credentials, rather thanabilistic. Businesses can accept tamper-proof, pre-verified credentials from trusted issuers, and focus more extensively on enriching journeys via GBG Go's extensive fraud signals from GBG's identity network - offering added certainty in identity proofing as fraud protection technology continues to evolve. Easily customized onboarding journeys: Flexible workflows in GBG Go make it easy for businesses to create customer journeys that fit their needs. The Digital ID module works smoothly within the platform, letting companies add fraud and risk checks and automatically fall back to alternative verification methods when needed. Supports regulatory compliance: The solution provides businesses with the operational agility to respond to evolving Digital ID regulations and meet regional mandates such as the EU's eIDAS 2.0, which will require regulated industries to accept the EUDI Wallet. GBG's Digital ID solution is enabled through partnerships with leading industry providers including Trinsic and MATTR.
お知らせ • Oct 17GB Group plc (AIM:GBG) agreed to acquire DataTools Pty Ltd for AUD 16 million.GB Group plc (AIM:GBG) agreed to acquire DataTools Pty Ltd for AUD 16 million on October 16, 2025. A cash consideration of AUD 16 million will be paid by GB Group plc. As part of consideration, AUD 16 million is paid towards common equity of DataTools Pty Ltd. The transaction will be financed through funded from its existing revolving credit facility. GB Group plc (AIM:GBG) completed the acquisition of DataTools Pty Ltd for AUD 16 million on October 16, 2025.
お知らせ • Oct 16Gb Group plc Provides Earnings Guidance for the First Half of Financial Year 2025GB Group plc provided earnings guidance for the first half of financial year 2025. For the period, The company expects to report first half revenue of £135.5 million (1H25: £136.9 million), representing 1.8% growth on a constant currency basis.
お知らせ • Sep 23GB Group plc to Report First Half, 2026 Results on Nov 25, 2025GB Group plc announced that they will report first half, 2026 results on Nov 25, 2025
お知らせ • Jun 26GB Group plc, Annual General Meeting, Jul 22, 2025GB Group plc, Annual General Meeting, Jul 22, 2025. Location: first floor, evermore, 128 queen victoria street, ec4v 4bj, london United Kingdom
お知らせ • Jun 10GB Group plc Proposes Final Ordinary Dividend for Year Ended 31 March 2025, Payable on 1 August 2025GB Group plc board proposed a final ordinary dividend of 4.40 pence per share (FY24: 4.20 pence), amounting to £11.1 million (FY24: £10.6 million). If approved, this will be paid on 1 August 2025 to ordinary shareholders whose names appear on the register of members at the close of business on 20 June 2025.
お知らせ • Jan 13GB Group plc to Report Fiscal Year 2025 Results on Jun 10, 2025GB Group plc announced that they will report fiscal year 2025 results on Jun 10, 2025
お知らせ • Oct 17GB Group plc to Report First Half, 2025 Results on Nov 19, 2024GB Group plc announced that they will report first half, 2025 results on Nov 19, 2024
お知らせ • Jul 23GB Group PLC Declares Final DividendGB Group PLC at its AGM held on July 23, 2024, declared a final dividend of 4.20 pence.
Reported Earnings • Jun 30Full year 2024 earnings released: UK£0.19 loss per share (vs UK£0.47 loss in FY 2023)Full year 2024 results: UK£0.19 loss per share (improved from UK£0.47 loss in FY 2023). Revenue: UK£277.3m (flat on FY 2023). Net loss: UK£48.6m (loss narrowed 59% from FY 2023). Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Software industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.
お知らせ • Jun 29GB Group plc, Annual General Meeting, Jul 23, 2024GB Group plc, Annual General Meeting, Jul 23, 2024. Location: first floor, old change house, 128 queen victoria street, ec4v 4bj, london United Kingdom
Declared Dividend • Jun 13Dividend of UK£0.042 announcedShareholders will receive a dividend of UK£0.042. Ex-date: 20th June 2024 Payment date: 2nd August 2024 Dividend yield will be 1.0%, which is lower than the industry average of 1.5%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (23% cash payout ratio). The dividend has increased by an average of 9.3% per year over the past 10 years. However, payments have been volatile during that time.
お知らせ • Jun 13+ 1 more updateGB Group plc Re-Iterates Earnings Guidance for the Full Year 2025GB Group plc re-iterated earnings guidance for the full year 2025. For the year, the company expects mid-single-digit revenue growth on a constant currency basis, which will drive high single-digit growth in adjusted operating profit given the operational efficiency gains achieved in FY24.
Reported Earnings • Jun 12Full year 2024 earnings released: UK£0.19 loss per share (vs UK£0.47 loss in FY 2023)Full year 2024 results: UK£0.19 loss per share (improved from UK£0.47 loss in FY 2023). Revenue: UK£277.3m (flat on FY 2023). Net loss: UK£48.6m (loss narrowed 59% from FY 2023). Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Software industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance.
Board Change • May 08Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Bhav Singh was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
お知らせ • Apr 30GB Group plc Announces Directorate ChangeGB Group plc announced the appointment of Michelle Senecal de Fonseca who will join the GBG Board as a new Non-Executive Director of the Company with effect from 1 May 2024. On her appointment Michelle will also be appointed as member of the Audit & Risk, Remuneration, Nomination and ESG Committees. Furthermore, Natalie Gammon has taken a decision to step down from the GBG Board on 23 July 2024, the date of GBG's AGM. Natalie has been a Non-Executive Director and member of the GBG Board since November 2019, she is also chair of the Remuneration and ESG Committees. Natalie will continue to chair both these Committees up to her leaving date and she will step down immediately after the AGM, Michelle will then succeed her in both chair positions. Michelle is an experienced executive and non-executive director in the technology industry, having been Managing Director for Vodafone's cloud and hosting services business, and serving as Area Vice President for sales and services for Northern Europe at Citrix before becoming its global Vice President for strategic alliances. Currently Michelle is Non-Executive Director and Chair of the Remuneration Committee at AIM listed Redcentric plc and she is also Non-Executive Director at FDM Group (Holdings) plc and Alphawave IP Group plc. In addition, Michelle is the co-founder and board member of the networking group Women in Telecoms and Technology.
お知らせ • Apr 24GB Group plc Provides Earnings Guidance for the Year 2024 and 2025GB Group plc provided earnings guidance for the year 2024 and 2025. For the period, the company expects to report revenue of £277.3 million, driven by growth accelerating in Identity during the fourth quarter as anticipated. For the period, the company expects the Group expects mid-single-digit revenue growth on a constant currency basis, which will drive high single-digit growth in adjusted operating profit, as a result of the operational efficiency gains achieved in FY24.
Reported Earnings • Dec 01First half 2024 earnings released: UK£0.22 loss per share (vs UK£0.003 loss in 1H 2023)First half 2024 results: UK£0.22 loss per share (further deteriorated from UK£0.003 loss in 1H 2023). Revenue: UK£132.4m (down 1.1% from 1H 2023). Net loss: UK£55.2m (loss widened UK£54.4m from 1H 2023). Revenue is forecast to grow 5.8% 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, the company's share price growth rate has exceeded its earnings growth rate by 89 percentage points per year, which is a significant difference in performance.
お知らせ • Nov 11GB Group plc Announces Chief Executive Officer Changes, Effective January 30, 2024GB Group plc announced that Chris Clark, the Company's Chief Executive Officer, has informed the Board of his intention to retire as CEO and will step down from the Board with effect from 30 January 2024, and will be available to the Company until 30 July 2024. Following the conclusion of selection process by the Nomination Committee, the Company announced that Dev Dhiman has been promoted to Chief Executive Designate. Dev will assume the role of Chief Executive Officer and will join the Board on 30 January 2024. In the meantime, he will work closely with Chris to ensure an orderly handover. Dev joined GBG in November 2020 as Managing Director, Asia Pacific. During the past three years APAC business has consistently delivered year-on-year revenue growth and Dev has demonstrated excellent leadership qualities aligned with GBG's people-focused culture. Previously, he spent 12 years at Experian, where he held a variety of senior positions, he has considerable knowledge and experience of the sector and the markets in which the company operates.
お知らせ • Sep 20GB Group plc to Report First Half, 2024 Results on Nov 27, 2023GB Group plc announced that they will report first half, 2024 results on Nov 27, 2023
New Risk • Jul 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (6.7% average weekly change).
Buying Opportunity • Jul 02Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 22%. The fair value is estimated to be €3.29, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Meanwhile, the company became loss making.
New Risk • Jun 23New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. The company is paying a dividend despite being loss-making. Dividend yield: 1.6% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Reported Earnings • Jun 16Full year 2023 earnings released: UK£0.47 loss per share (vs UK£0.071 profit in FY 2022)Full year 2023 results: UK£0.47 loss per share (down from UK£0.071 profit in FY 2022). Revenue: UK£278.8m (up 15% from FY 2022). Net loss: UK£119.8m (down UK£135.1m from profit in FY 2022). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Software industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.
お知らせ • Jun 15+ 1 more updateGB Group plc, Annual General Meeting, Jul 20, 2023GB Group plc, Annual General Meeting, Jul 20, 2023.
お知らせ • May 19GB Group plc to Report Fiscal Year 2023 Results on Jun 15, 2023GB Group plc announced that they will report fiscal year 2023 results on Jun 15, 2023
Recent Insider Transactions • Feb 23Non-Executive Chairman recently bought €113k worth of stockOn the 21st of February, Richard Longdon bought around 30k shares on-market at roughly €3.79 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was Richard's only on-market trade for the last 12 months.
Buying Opportunity • Feb 22Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be €4.77, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 16%. Revenue is forecast to grow by 24% in 2 years. Earnings is forecast to grow by 520% in the next 2 years.
Board Change • Feb 14Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Bhav Singh was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Jan 21GB Group plc Provides Revenue GuidanceGB Group plc provided revenue guidance. For the period, The company expects revenue growth of 12% to 14%.
Board Change • Dec 14Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Bhav Singh was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 30First half 2023 earnings released: UK£0.003 loss per share (vs UK£0.057 profit in 1H 2022)First half 2023 results: UK£0.003 loss per share (down from UK£0.057 profit in 1H 2022). Revenue: UK£133.8m (up 23% from 1H 2022). Net loss: UK£749.0k (down 107% from profit in 1H 2022). Revenue is forecast to grow 11% 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 fallen by 16% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings.
Board Change • Nov 23Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Bhav Singh was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Oct 23Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to €3.94, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 16x in the Software industry in Germany. Total loss to shareholders of 40% over the past three years.
お知らせ • Oct 20GB Group plc Provides Revenue Guidance for the First Half of Financial Year 2023GB Group plc provided revenue guidance for the first half of financial year 2023. For the period, the company expects to report first half revenue of £133.8 million1 (first half of 2022: £109.2 million), representing growth of approximately 22.5%.
Board Change • Oct 20Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Bhav Singh was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Oct 07Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €5.50, the stock trades at a forward P/E ratio of 50x. Average forward P/E is 17x in the Software industry in Germany. Total loss to shareholders of 3.1% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €9.38 per share.
お知らせ • Oct 06GTCR No Longer Evaluating A Possible Offer for GBGGB Group plc (AIM:GBG) noted the statement by GTCR LLC ("GTCR") that it is no longer evaluating a possible offer for GBG and that it is consequently bound by the restrictions under Rule 2.8 of the City Code on Takeovers and Mergers (the "Code"). As a result of the announcement by GTCR, GBG is no longer in an offer period for the purposes of the Code.
お知らせ • Sep 09GTCR Mulls Bid for GB GroupGTCR has confirmed that it is considering an all-cash bid for British data intelligence services firm GB Group Plc (AIM:GBG). There can be no certainty that any firm offer will be made, nor as to the terms on which any firm offer might be made, the target company highlighted. Following the take over interest disclosure, GTCR has an October 4 deadline to announce a firm intention to make an offer or walk away. Shares in GB Group were trading 0.62% higher at 651 pence as of 1017 BST in London on September 7, 2022. Its market capitalisation stands at about GBP 1.63 billion (USD 1.86 billion/EUR 1.88 billion).
お知らせ • Sep 01Gb Group plc Announces Board ChangesGB Group plc announced the appointment of Richard Longdon as its new Chair with effect from September 1, 2022. Richard is an experienced Chair and brings a wealth of relevant business experience from both his Executive and Non-Executive career. David Rasche will step down from GBG's Board on 30 September 2022.
お知らせ • Aug 11GB Group plc to Report First Half, 2023 Results on Nov 29, 2022GB Group plc announced that they will report first half, 2023 results on Nov 29, 2022
Reported Earnings • Jun 17Full year 2022 earnings released: EPS: UK£0.071 (vs UK£0.14 in FY 2021)Full year 2022 results: EPS: UK£0.071 (down from UK£0.14 in FY 2021). Revenue: UK£242.5m (up 11% from FY 2021). Net income: UK£15.3m (down 43% from FY 2021). Profit margin: 6.3% (down from 12% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 23%, compared to a 12% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Jun 16GB Group plc Announces Board ChangesGB Group plc announced the appointment of Richard Longdon to its Board as its next Chair and Non-Executive Director with effect from 1 September 2022. He will replace David Rasche, who is stepping down from the Board and retiring after twelve years with the Group. David will remain an active member of the Board until 30 September 2022 to ensure an orderly handover. As Chair since December 2010, David's counsel and stewardship have played a significant and important role in guiding the success of the business. Richard Longdon will join GBG following a highly successful career in the technology sector. He spent 33 years with AVEVA Group where he was Chief Executive Officer for 17 years and has held a number of non-executive director and chair roles since. His global leadership experience will enable him to lead the Board through the next stages of the Company's growth and assist management in shaping the future strategy for the business.
お知らせ • Apr 21Gb Group plc Provides Revenue Outlook for the Year Ended 31 March 2022GB Group plc provided revenue outlook for the year ended 31 March 2022. For the year, the company expects to report revenue of approximately £242 million, including approximately £13 million of initial revenue¹ from the recent acquisitions of Acuant and Cloudcheck.
お知らせ • Feb 26GB Group plc, Annual General Meeting, Jul 28, 2022GB Group plc, Annual General Meeting, Jul 28, 2022.
お知らせ • Feb 08GB Group plc to Report Fiscal Year 2022 Results on Jun 16, 2022GB Group plc announced that they will report fiscal year 2022 results on Jun 16, 2022
お知らせ • Feb 02GB Group plc (AIM:GBG) acquired Verifi Identity Services Limited for NZD 20 million.GB Group plc (AIM:GBG) acquired Verifi Identity Services Limited for NZD 28 million on February 1, 2022. The upfront consideration payable to the vendors of Cloudcheck is NZD 20 million comprising of an NZD 12 million cash payment and the issuance of NZD 8 million of shares in GBG based on a 30-day volume weighted average share price. Contingent upon Cloudcheck's revenue growth, a payment of up to NZD 4 million in cash may become payable following completion of audited accounts for the financial year ending 31 March 2023. Furthermore, contingent upon Cloudcheck's revenue growth, an additional payment of up to NZD 4 million in cash may become payable following completion of audited accounts for the financial year ending 31 March 2024. Edward Knight and Paul Gillam of Peel Hunt LLP acted as financial advisor to GB Group plc. GB Group plc (AIM:GBG) completed the acquisition of Verifi Identity Services Limited on February 1, 2022.
Valuation Update With 7 Day Price Move • Jan 28Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €7.10, the stock trades at a forward P/E ratio of 54x. Average forward P/E is 29x in the Software industry in Germany. Total returns to shareholders of 41% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €8.82 per share.
Buying Opportunity • Jan 25Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 27%. The fair value is estimated to be UK£9.61, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% per annum over the last 3 years. Earnings per share has grown by 25% per annum over the last 3 years.
Reported Earnings • Dec 02First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: UK£0.057 (down from UK£0.061 in 1H 2021). Revenue: UK£109.2m (up 5.4% from 1H 2021). Net income: UK£11.2m (down 5.0% from 1H 2021). Profit margin: 10% (down from 11% in 1H 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 17%, compared to a 34% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 22% per year.
Recent Insider Transactions • Aug 01CEO & Executive Director recently sold €2.0m worth of stockOn the 29th of July, Christopher Clark sold around 202k shares on-market at roughly €9.99 per share. This was the largest sale by an insider in the last 3 months. Christopher has been a seller over the last 12 months, reducing personal holdings by €2.7m.
Reported Earnings • Jul 10Full year 2021 earnings released: EPS UK£0.14 (vs UK£0.088 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: UK£217.7m (up 9.3% from FY 2020). Net income: UK£26.9m (up 57% from FY 2020). Profit margin: 12% (up from 8.6% in FY 2020). The increase in margin was driven by higher revenue.
Executive Departure • Jul 01CFO, COO & Director David Wilson has left the companyDuring their tenure, earnings grew by 34% annually compared to the industry average of 12%. On the 30th of June, David Wilson left the company after 11.8 in the role. As of March 2021, David still personally held 142.01k shares (€1.4m worth at the time). David is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 6.17 years.
Recent Insider Transactions • Jun 19CFO & Director recently bought €79k worth of stockOn the 16th of June, David Ward bought around 8k shares on-market at roughly €10.32 per share. This was the largest purchase by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.
Reported Earnings • Jun 16Full year 2021 earnings released: EPS UK£0.14 (vs UK£0.088 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: UK£217.7m (up 9.3% from FY 2020). Net income: UK£26.9m (up 57% from FY 2020). Profit margin: 12% (up from 8.6% in FY 2020). The increase in margin was driven by higher revenue.
Is New 90 Day High Low • Mar 09New 90-day low: €9.04The company is down 6.0% from its price of €9.59 on 09 December 2020. The German market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.22 per share.
Recent Insider Transactions • Feb 03Board Member recently bought €57k worth of stockOn the 28th of January, Natalie Gammon bought around 6k shares on-market at roughly €9.64 per share. In the last 3 months, there was an even bigger purchase from another insider worth €394k. Despite this recent purchase, insiders have collectively sold €4.2m more in shares than they bought in the last 12 months.
Recent Insider Transactions • Jan 31Board Member recently bought €57k worth of stockOn the 28th of January, Natalie Gammon bought around 6k shares on-market at roughly €9.64 per share. In the last 3 months, there was an even bigger purchase from another insider worth €394k. Despite this recent purchase, insiders have collectively sold €4.2m more in shares than they bought in the last 12 months.
お知らせ • Jan 29+ 1 more updateGB Group plc Announces Succession Plan for CFOGBG announce the appointment of David Mathew Ward to its Board as its new CFO, replacing Dave John Wilson, who is stepping down from the Board and retiring as CFO and COO after 12 years. It is anticipated that David Ward will join GBG on 17th May 2021, with Dave Wilson leaving at the end of June thereby providing sufficient time to complete an orderly handover. The Board would like to thank Dave Wilson for his significant contribution to the growth and success of GBG during his time as CFO. David Ward is a highly experienced, successful and well-regarded business leader who has spent the last 10 years with AVEVA Group plc ('AVEVA'), the FTSE 100 global software group. Prior to the merger with the software business of Schneider Electric, David was CFO, subsequently becoming Finance Director & Company Secretary of the enlarged group. During his time with AVEVA, the company has scaled financially and geographically, with David leading a number of M&A projects, as well as restructuring finance, business operations and processes.
お知らせ • Jan 15+ 1 more updateHH Global Interactive Limited completed the acquisition of Marketing Services division of GB group plc.HH Global Interactive Limited signed an agreement to acquire Marketing Services division of GB group plc on January 13, 2021. HH Global Interactive Limited completed the acquisition of Marketing Services division of GB group plc on January 14, 2021. Edward Knight, Paul Gillam and Nick Prowting of Peel Hunt LLP acted as nominated advisors to GB Group plc.
Recent Insider Transactions • Dec 17CEO & Executive Director recently bought €394k worth of stockOn the 15th of December, Christopher Clark bought around 41k shares on-market at roughly €9.66 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Christopher has been a net seller over the last 12 months, reducing personal holdings by €1.1m.
お知らせ • Dec 15GB Group plc (AIM:GBG) acquired Investigate 2020 Limited from Hooyu Ltd.for £4 million.GB Group plc (AIM:GBG) acquired Investigate 2020 Limited from Hooyu Ltd for £4 million on December 14, 2020. GBG has acquired the entire issued and to be issued share capital of Investigate 2020 Limited. HooYu Limited will be issued with 0.45 million New Ordinary Shares of GBG. The technologists who created the HooYu Investigate service will join GBG as a result of this acquisition. HooYu Investigate enables GBG's Connexus product to accelerate revenue growth. The acquisition of HooYu Investigate provides GBG with a scalable technology platform, in addition to a technology team that can support the growth of future capabilities. The new platform will be called GBG Investigate. Edward Knight, Paul Gillam & Nick Prowting of Peel Hunt LLP acted as nominated financial advisor for GBG. GB Group plc (AIM:GBG) completed the acquisition of Investigate 2020 Limited from Hooyu Ltd on December 14, 2020.
Reported Earnings • Dec 09First half 2021 earnings released: EPS UK£0.061The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£103.5m (up 9.8% from 1H 2020). Net income: UK£11.8m (up 110% from 1H 2020). Profit margin: 11% (up from 5.9% in 1H 2020). The increase in margin was driven by higher revenue.
Analyst Estimate Surprise Post Earnings • Dec 09Revenue beats expectationsRevenue exceeded analyst estimates by 0.4%. Over the next year, revenue is forecast to stay flat compared to a 14% growth forecast for the Software industry in Germany.
Recent Insider Transactions • Oct 24CEO & Executive Director recently sold €1.4m worth of stockOn the 22nd of October, Christopher Clark sold around 140k shares on-market at roughly €10.34 per share. This was the largest sale by an insider in the last 3 months. This was Christopher's only on-market trade for the last 12 months.
Is New 90 Day High Low • Oct 13New 90-day high: €8.57The company is up 12% from its price of €7.65 on 15 July 2020. The German market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.09 per share.
お知らせ • Jul 02GB Group plc Provides Update on Guidance for the Year Ending 31 March 2021GB Group plc do not yet have sufficient visibility to provide guidance for the year ending 31 March 2021.