View Financial HealthWavestone 配当と自社株買い配当金 基準チェック /36Wavestone配当を支払う会社であり、現在の利回りは1.02%で、収益によって十分にカバーされています。主要情報1.0%配当利回り0.5%バイバック利回り総株主利回り1.5%将来の配当利回り1.2%配当成長13.9%次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向14%最近の配当と自社株買いの更新Upcoming Dividend • Jul 24Upcoming dividend of €0.38 per shareEligible shareholders must have bought the stock before 31 July 2024. Payment date: 02 August 2024. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (2.6%).Declared Dividend • Jun 24Dividend of €0.38 announcedShareholders will receive a dividend of €0.38. Ex-date: 31st July 2024 Payment date: 2nd August 2024 Dividend yield will be 0.7%, which is lower than the industry average of 2.1%. Payout Ratios Payout ratio: 14%. Cash payout ratio: 12%.Upcoming Dividend • Jul 26Upcoming dividend of €0.38 per share at 0.8% yieldEligible shareholders must have bought the stock before 02 August 2023. Payment date: 04 August 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.3%).Upcoming Dividend • Jul 27Upcoming dividend of €0.38 per shareEligible shareholders must have bought the stock before 03 August 2022. Payment date: 05 August 2022. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (1.5%).Upcoming Dividend • Jul 26Upcoming dividend of €0.23 per shareEligible shareholders must have bought the stock before 02 August 2021. Payment date: 05 August 2021. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (0.9%).すべての更新を表示Recent updatesBoard Change • May 20Less 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, 2 were independent directors. The company's board is composed of: 5 independent directors. 7 non-independent directors. Independent Director Graciana Petersen was the last independent director to join the board, commencing their role in 2024. 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 08+ 1 more updateWavestone SA to Report First Half, 2026 Results on Dec 03, 2025Wavestone SA announced that they will report first half, 2026 results on Dec 03, 2025Upcoming Dividend • Jul 24Upcoming dividend of €0.38 per shareEligible shareholders must have bought the stock before 31 July 2024. Payment date: 02 August 2024. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (2.6%).Declared Dividend • Jun 24Dividend of €0.38 announcedShareholders will receive a dividend of €0.38. Ex-date: 31st July 2024 Payment date: 2nd August 2024 Dividend yield will be 0.7%, which is lower than the industry average of 2.1%. Payout Ratios Payout ratio: 14%. Cash payout ratio: 12%.お知らせ • Jun 20Wavestone SA, Annual General Meeting, Jul 25, 2024Wavestone SA, Annual General Meeting, Jul 25, 2024. Location: auditorium l apostrophe, 83 avenue marceau, paris FranceReported Earnings • Jun 06Full year 2024 earnings released: EPS: €2.71 (vs €2.51 in FY 2023)Full year 2024 results: EPS: €2.71 (up from €2.51 in FY 2023). Revenue: €701.1m (up 32% from FY 2023). Net income: €58.2m (up 16% from FY 2023). Profit margin: 8.3% (down from 9.4% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 16% per year.お知らせ • Feb 20+ 2 more updatesWavestone SA to Report First Half, 2025 Results on Dec 04, 2024Wavestone SA announced that they will report first half, 2025 results on Dec 04, 2024Buy Or Sell Opportunity • Jan 31Now 21% undervaluedOver the last 90 days, the stock has risen 46% to €62.50. The fair value is estimated to be €79.07, however this is not to be taken as a buy 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 24%. Revenue is forecast to grow by 75% in 2 years. Earnings are forecast to grow by 70% in the next 2 years.New Risk • Jan 24New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 23% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.お知らせ • Jan 17Wavestone SA (ENXTPA:WAVE) acquired Aspirant, LLC.Wavestone SA (ENXTPA:WAVE) acquired Aspirant, LLC on January 16, 2024. IA Global Capital acted as exclusive financial advisor to Wavestone. Grant Thornton LLP acted as a an accountant, Arsène-Cabinet d'Avocats and Dentons Europe (London) Limited acted as a legal advisor to Wavestone SA (ENXTPA:WAVE). Metz Lewis Brodman Must O'Keefe LLC and Oury Clark Solicitors acted as a legal advisor to Aspirant, LLC and Schneider Downs & Co., Inc. acted as an accountant to Aspirant, LLC. Wavestone SA (ENXTPA:WAVE) completed the acquisition of Aspirant, LLC on January 16, 2024.Reported Earnings • Dec 07First half 2024 earnings released: EPS: €1.16 (vs €0.90 in 1H 2023)First half 2024 results: EPS: €1.16 (up from €0.90 in 1H 2023). Revenue: €276.7m (up 17% from 1H 2023). Net income: €23.0m (up 28% from 1H 2023). Profit margin: 8.3% (up from 7.6% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 21% per year.Buying Opportunity • Oct 16Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 8.7%. The fair value is estimated to be €56.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings is also forecast to grow by 11% per annum over the same time period.お知らせ • Jul 26Wavestone SA (ENXTPA:WAVE) signed a Memorandum of Understanding to Q_PERIOR AG for approximately €340 million.Wavestone SA (ENXTPA:WAVE) signed a Memorandum of Understanding to Q_PERIOR AG for approximately €340 million on July 25, 2023. The transaction would result in Wavestone acquiring 100% of the share capital of Q_PERIOR, based on an enterprise value of €330 million, including an equity value of €321.9 million and an adjusted net debt of €8.1 million. In addition to this Base price, the sellers would be entitled to an earn-out of up to €35.0 million, conditioned by the EBIT of Q_PERIOR at March 31, 2024. This operation would be financed for 79.0% of the Base price by the issuance of new Wavestone shares on the basis of a reference price of €54 per new share, i.e., a total of 4,709,840 new shares. These new Wavestone shares would be acquired and held by Q_PERIOR shareholders, who would thus become Wavestone shareholders. The remaining balance of the Base price, i.e. €67.6 million, and if applicable the earn-out up to a maximum of €35.0 million, would be financed in cash from Wavestone's available funds. On this basis, earnings per share (EPS) for the new entity would increase by March 31, 2024, and the Transaction is expected to be accretive from fiscal year 2024/25 (ending March 31, 2025), the 1st full year of consolidation of the two firms .Q_PERIOR's key executives would join Wavestone's management team, so that the new firm's operational governance bodies would accurately represent the newly formed entity. Following the Transaction, both companies agreed that the new entity would operate under the Wavestone name. In 2022 , Q_PERIOR generated consolidated revenue of €285 million, up +21%, with an EBIT margin of 8.1% The transaction is to receive approval from Wavestone shareholders' Extraordinary General Meeting. DC Advisory and Bnp Paribas acted s financial advisors to Wavestone SA (ENXTPA:WAVE). Grant Thornton UK LLP acted as accountant to Wavestone SA (ENXTPA:WAVE). Hoche Société d'Avocats and Hoche Société d'Avocats acted as legal advisors to Wavestone SA (ENXTPA:WAVE). Taylor Wessing acted as legal advisor to Q_PERIOR AG and Rothschild & Co US Inc. acted as financial advisor to Q_PERIOR AG.Upcoming Dividend • Jul 26Upcoming dividend of €0.38 per share at 0.8% yieldEligible shareholders must have bought the stock before 02 August 2023. Payment date: 04 August 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.3%).Reported Earnings • Jun 02Full year 2023 earnings released: EPS: €2.51 (vs €2.55 in FY 2022)Full year 2023 results: EPS: €2.51 (down from €2.55 in FY 2022). Revenue: €532.3m (up 13% from FY 2022). Net income: €50.1m (down 1.9% from FY 2022). Profit margin: 9.4% (down from 11% in FY 2022). The decrease in margin was driven by higher expenses. 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 IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 28% per year.お知らせ • Feb 04+ 1 more updateWavestone SA to Report First Half, 2024 Results on Dec 04, 2023Wavestone SA announced that they will report first half, 2024 results on Dec 04, 2023Buying Opportunity • Jan 04Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 6.6%. The fair value is estimated to be €52.58, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.3% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 17% in 2 years. Earnings is forecast to grow by 23% in the next 2 years.Reported Earnings • Dec 07First half 2023 earnings released: EPS: €0.90 (vs €1.03 in 1H 2022)First half 2023 results: EPS: €0.90 (down from €1.03 in 1H 2022). Revenue: €237.1m (up 8.8% from 1H 2022). Net income: €17.9m (down 14% from 1H 2022). Profit margin: 7.6% (down from 9.5% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 11% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 21% per year.Buying Opportunity • Nov 05Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 18%. The fair value is estimated to be €53.09, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.2% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 6.1% per annum. Earnings is also forecast to grow by 5.7% per annum over the same time period.お知らせ • Sep 17Wavestone SA (ENXTPA:WAVE) acquired Coeus Consulting International Ltd.Wavestone SA (ENXTPA:WAVE) acquired Coeus Consulting International Ltd on September 15, 2022. Under the terms of transaction, enterprise value of £17.5 million, plus an additional consideration of up to £3.5 million conditioned by Coeus Consulting’s performance over the next 12 months. Wavestone SA (ENXTPA:WAVE) completed the acquisition of Coeus Consulting International Ltd on September 15, 2022.お知らせ • Aug 05Wavestone SA (ENXTPA:WAVE) acquired Pen Partnership Limited for GBP 30 million.Wavestone SA (ENXTPA:WAVE) acquired Pen Partnership Limited for GBP 30 million on August 1, 2022. Wavestone SA signed a conditional acquisition agreement in July 2022. The consideration is GBP 22.5 million and an additional consideration of up to GBP 7.5 million conditioned by PEN Partnership's performance over the next 18 months. The acquisition has been financed by Wavestone own funds. PEN Partnership has successfully grown and scaled the business to reach GBP 19.6 million revenue for its fiscal year ending in March 2022. Wavestone SA (ENXTPA:WAVE) completed the acquisition of Pen Partnership Limited for GBP 30 million on August 1, 2022.Upcoming Dividend • Jul 27Upcoming dividend of €0.38 per shareEligible shareholders must have bought the stock before 03 August 2022. Payment date: 05 August 2022. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (1.5%).Reported Earnings • Jun 02Full year 2022 earnings released: EPS: €2.55 (vs €1.27 in FY 2021)Full year 2022 results: EPS: €2.55 (up from €1.27 in FY 2021). Revenue: €470.1m (up 13% from FY 2021). Net income: €51.0m (up 101% from FY 2021). Profit margin: 11% (up from 6.1% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 7.8%, compared to a 18% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Mar 14Investor sentiment improved over the past weekAfter last week's 18% share price gain to €46.70, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 27x 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 €52.55 per share.Buying Opportunity • Mar 05Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be €52.49, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.7% per annum over the last 3 years. Earnings per share has grown by 2.8% per annum over the last 3 years.Reported Earnings • Dec 08First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: €1.03 (up from €0.35 in 1H 2021). Revenue: €217.8m (up 17% from 1H 2021). Net income: €20.7m (up 198% from 1H 2021). Profit margin: 9.5% (up from 3.7% in 1H 2021). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 7.5%, compared to a 10.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Jul 26Upcoming dividend of €0.23 per shareEligible shareholders must have bought the stock before 02 August 2021. Payment date: 05 August 2021. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (0.9%).Reported Earnings • Jul 06Full year 2021 earnings released: EPS €1.27 (vs €1.57 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: €417.6m (down 1.1% from FY 2020). Net income: €25.4m (down 19% from FY 2020). Profit margin: 6.1% (down from 7.4% in FY 2020).Reported Earnings • Jun 03Full year 2021 earnings released: EPS €1.27 (vs €1.57 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: €417.6m (down 1.1% from FY 2020). Net income: €25.4m (down 19% from FY 2020). Profit margin: 6.1% (down from 7.4% in FY 2020).お知らせ • May 12Wavestone SA (ENXTPA:WAVE) acquired all assets of Everest Group’s Consulting practice from Everest Group.Wavestone SA (ENXTPA:WAVE) acquired all assets of Everest Group’s Consulting practice from Everest Group for $15.2 million on May 1, 2021. The purchase price is $10.1 million (€8.3 million) in enterprise value, plus an additional consideration of up to $5.1 million (€4.2 million) conditioned by the practice’s performance in 2021/22. he consideration was paid in cash and was financed out of Wavestone’s own funds. Innovation Advisors, Inc. acted as financial advisor, Dentons US LLP acted as legal advisor and Grant Thornton LLP acted as accountant to Wavestone in the transaction. Wavestone SA (ENXTPA:WAVE) completed the acquisition of all assets of Everest Group’s Consulting practice from Everest Group on May 1, 2021.Is New 90 Day High Low • Mar 05New 90-day high: €34.55The company is up 27% from its price of €27.25 on 04 December 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed 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 €26.79 per share.Is New 90 Day High Low • Feb 04New 90-day high: €32.05The company is up 34% from its price of €23.85 on 05 November 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed 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 €28.84 per share.Is New 90 Day High Low • Jan 05New 90-day high: €29.50The company is up 19% from its price of €24.70 on 07 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €23.62 per share.Reported Earnings • Dec 14First half 2021 earnings released: EPS €0.35The company reported a poor first half result with weaker earnings, revenues and profit margins. First half 2021 results: Revenue: €186.8m (down 3.9% from 1H 2020). Net income: €6.95m (down 25% from 1H 2020). Profit margin: 3.7% (down from 4.8% in 1H 2020). The decrease in margin was driven by lower revenue.Is New 90 Day High Low • Dec 05New 90-day high: €27.25The company is up 24% from its price of €21.90 on 04 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €19.35 per share.Reported Earnings • Dec 04First half 2021 earnings released: EPS €0.35The company reported a poor first half result with weaker earnings, revenues and profit margins. First half 2021 results: Revenue: €186.8m (down 3.9% from 1H 2020). Net income: €6.95m (down 25% from 1H 2020). Profit margin: 3.7% (down from 4.8% in 1H 2020). The decrease in margin was driven by lower revenue.お知らせ • Dec 04Wavestone SA to Report Fiscal Year 2021 Results on Jun 01, 2021Wavestone SA announced that they will report fiscal year 2021 results on Jun 01, 2021お知らせ • Nov 20Wavestone SA, Annual General Meeting, Jul 27, 2021Wavestone SA, Annual General Meeting, Jul 27, 2021.Is New 90 Day High Low • Sep 28New 90-day high: €25.95The company is up 34% from its price of €19.32 on 30 June 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €21.39 per share.決済の安定と成長配当データの取得安定した配当: 2WSAの配当金支払いは、過去10年間 変動性 が高かった。増加する配当: 2WSAの配当金は過去10年間にわたって増加しています。配当利回り対市場Wavestone 配当利回り対市場2WSA 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (2WSA)1.0%市場下位25% (DE)1.5%市場トップ25% (DE)4.5%業界平均 (IT)2.2%アナリスト予想 (2WSA) (最長3年)1.2%注目すべき配当: 2WSAの配当金 ( 1.02% ) はGerman市場の配当金支払者の下位 25% ( 1.54% ) と比べると目立ったものではありません。高配当: 2WSAの配当金 ( 1.02% ) はGerman市場の配当金支払者の上位 25% ( 4.55% ) と比較すると低いです。株主への利益配当収益カバレッジ: 2WSA の配当性向 (14.3%) は低いため、配当金の支払いは利益によって十分にカバーされます。株主配当金キャッシュフローカバレッジ: 2WSAは 現金配当性向 ( 10.8% ) が低いため、配当金の支払いはキャッシュフローによって完全にカバーされています。高配当企業の発掘7D1Y7D1Y7D1YDE 市場の強力な配当支払い企業。View Management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2026/05/22 18:19終値2026/05/22 00:00収益2025/09/30年間収益2025/03/31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Wavestone SA 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。11 アナリスト機関Denis ScherrerDegroof PetercamEmmanuel MatotODDO BHF Corporate & MarketsMatthias DesmaraisODDO BHF Corporate & Markets8 その他のアナリストを表示
Upcoming Dividend • Jul 24Upcoming dividend of €0.38 per shareEligible shareholders must have bought the stock before 31 July 2024. Payment date: 02 August 2024. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (2.6%).
Declared Dividend • Jun 24Dividend of €0.38 announcedShareholders will receive a dividend of €0.38. Ex-date: 31st July 2024 Payment date: 2nd August 2024 Dividend yield will be 0.7%, which is lower than the industry average of 2.1%. Payout Ratios Payout ratio: 14%. Cash payout ratio: 12%.
Upcoming Dividend • Jul 26Upcoming dividend of €0.38 per share at 0.8% yieldEligible shareholders must have bought the stock before 02 August 2023. Payment date: 04 August 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.3%).
Upcoming Dividend • Jul 27Upcoming dividend of €0.38 per shareEligible shareholders must have bought the stock before 03 August 2022. Payment date: 05 August 2022. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (1.5%).
Upcoming Dividend • Jul 26Upcoming dividend of €0.23 per shareEligible shareholders must have bought the stock before 02 August 2021. Payment date: 05 August 2021. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (0.9%).
Board Change • May 20Less 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, 2 were independent directors. The company's board is composed of: 5 independent directors. 7 non-independent directors. Independent Director Graciana Petersen was the last independent director to join the board, commencing their role in 2024. 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 08+ 1 more updateWavestone SA to Report First Half, 2026 Results on Dec 03, 2025Wavestone SA announced that they will report first half, 2026 results on Dec 03, 2025
Upcoming Dividend • Jul 24Upcoming dividend of €0.38 per shareEligible shareholders must have bought the stock before 31 July 2024. Payment date: 02 August 2024. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (2.6%).
Declared Dividend • Jun 24Dividend of €0.38 announcedShareholders will receive a dividend of €0.38. Ex-date: 31st July 2024 Payment date: 2nd August 2024 Dividend yield will be 0.7%, which is lower than the industry average of 2.1%. Payout Ratios Payout ratio: 14%. Cash payout ratio: 12%.
お知らせ • Jun 20Wavestone SA, Annual General Meeting, Jul 25, 2024Wavestone SA, Annual General Meeting, Jul 25, 2024. Location: auditorium l apostrophe, 83 avenue marceau, paris France
Reported Earnings • Jun 06Full year 2024 earnings released: EPS: €2.71 (vs €2.51 in FY 2023)Full year 2024 results: EPS: €2.71 (up from €2.51 in FY 2023). Revenue: €701.1m (up 32% from FY 2023). Net income: €58.2m (up 16% from FY 2023). Profit margin: 8.3% (down from 9.4% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 16% per year.
お知らせ • Feb 20+ 2 more updatesWavestone SA to Report First Half, 2025 Results on Dec 04, 2024Wavestone SA announced that they will report first half, 2025 results on Dec 04, 2024
Buy Or Sell Opportunity • Jan 31Now 21% undervaluedOver the last 90 days, the stock has risen 46% to €62.50. The fair value is estimated to be €79.07, however this is not to be taken as a buy 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 24%. Revenue is forecast to grow by 75% in 2 years. Earnings are forecast to grow by 70% in the next 2 years.
New Risk • Jan 24New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 23% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.
お知らせ • Jan 17Wavestone SA (ENXTPA:WAVE) acquired Aspirant, LLC.Wavestone SA (ENXTPA:WAVE) acquired Aspirant, LLC on January 16, 2024. IA Global Capital acted as exclusive financial advisor to Wavestone. Grant Thornton LLP acted as a an accountant, Arsène-Cabinet d'Avocats and Dentons Europe (London) Limited acted as a legal advisor to Wavestone SA (ENXTPA:WAVE). Metz Lewis Brodman Must O'Keefe LLC and Oury Clark Solicitors acted as a legal advisor to Aspirant, LLC and Schneider Downs & Co., Inc. acted as an accountant to Aspirant, LLC. Wavestone SA (ENXTPA:WAVE) completed the acquisition of Aspirant, LLC on January 16, 2024.
Reported Earnings • Dec 07First half 2024 earnings released: EPS: €1.16 (vs €0.90 in 1H 2023)First half 2024 results: EPS: €1.16 (up from €0.90 in 1H 2023). Revenue: €276.7m (up 17% from 1H 2023). Net income: €23.0m (up 28% from 1H 2023). Profit margin: 8.3% (up from 7.6% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 21% per year.
Buying Opportunity • Oct 16Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 8.7%. The fair value is estimated to be €56.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings is also forecast to grow by 11% per annum over the same time period.
お知らせ • Jul 26Wavestone SA (ENXTPA:WAVE) signed a Memorandum of Understanding to Q_PERIOR AG for approximately €340 million.Wavestone SA (ENXTPA:WAVE) signed a Memorandum of Understanding to Q_PERIOR AG for approximately €340 million on July 25, 2023. The transaction would result in Wavestone acquiring 100% of the share capital of Q_PERIOR, based on an enterprise value of €330 million, including an equity value of €321.9 million and an adjusted net debt of €8.1 million. In addition to this Base price, the sellers would be entitled to an earn-out of up to €35.0 million, conditioned by the EBIT of Q_PERIOR at March 31, 2024. This operation would be financed for 79.0% of the Base price by the issuance of new Wavestone shares on the basis of a reference price of €54 per new share, i.e., a total of 4,709,840 new shares. These new Wavestone shares would be acquired and held by Q_PERIOR shareholders, who would thus become Wavestone shareholders. The remaining balance of the Base price, i.e. €67.6 million, and if applicable the earn-out up to a maximum of €35.0 million, would be financed in cash from Wavestone's available funds. On this basis, earnings per share (EPS) for the new entity would increase by March 31, 2024, and the Transaction is expected to be accretive from fiscal year 2024/25 (ending March 31, 2025), the 1st full year of consolidation of the two firms .Q_PERIOR's key executives would join Wavestone's management team, so that the new firm's operational governance bodies would accurately represent the newly formed entity. Following the Transaction, both companies agreed that the new entity would operate under the Wavestone name. In 2022 , Q_PERIOR generated consolidated revenue of €285 million, up +21%, with an EBIT margin of 8.1% The transaction is to receive approval from Wavestone shareholders' Extraordinary General Meeting. DC Advisory and Bnp Paribas acted s financial advisors to Wavestone SA (ENXTPA:WAVE). Grant Thornton UK LLP acted as accountant to Wavestone SA (ENXTPA:WAVE). Hoche Société d'Avocats and Hoche Société d'Avocats acted as legal advisors to Wavestone SA (ENXTPA:WAVE). Taylor Wessing acted as legal advisor to Q_PERIOR AG and Rothschild & Co US Inc. acted as financial advisor to Q_PERIOR AG.
Upcoming Dividend • Jul 26Upcoming dividend of €0.38 per share at 0.8% yieldEligible shareholders must have bought the stock before 02 August 2023. Payment date: 04 August 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.3%).
Reported Earnings • Jun 02Full year 2023 earnings released: EPS: €2.51 (vs €2.55 in FY 2022)Full year 2023 results: EPS: €2.51 (down from €2.55 in FY 2022). Revenue: €532.3m (up 13% from FY 2022). Net income: €50.1m (down 1.9% from FY 2022). Profit margin: 9.4% (down from 11% in FY 2022). The decrease in margin was driven by higher expenses. 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 IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 28% per year.
お知らせ • Feb 04+ 1 more updateWavestone SA to Report First Half, 2024 Results on Dec 04, 2023Wavestone SA announced that they will report first half, 2024 results on Dec 04, 2023
Buying Opportunity • Jan 04Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 6.6%. The fair value is estimated to be €52.58, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.3% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 17% in 2 years. Earnings is forecast to grow by 23% in the next 2 years.
Reported Earnings • Dec 07First half 2023 earnings released: EPS: €0.90 (vs €1.03 in 1H 2022)First half 2023 results: EPS: €0.90 (down from €1.03 in 1H 2022). Revenue: €237.1m (up 8.8% from 1H 2022). Net income: €17.9m (down 14% from 1H 2022). Profit margin: 7.6% (down from 9.5% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 11% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 21% per year.
Buying Opportunity • Nov 05Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 18%. The fair value is estimated to be €53.09, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.2% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 6.1% per annum. Earnings is also forecast to grow by 5.7% per annum over the same time period.
お知らせ • Sep 17Wavestone SA (ENXTPA:WAVE) acquired Coeus Consulting International Ltd.Wavestone SA (ENXTPA:WAVE) acquired Coeus Consulting International Ltd on September 15, 2022. Under the terms of transaction, enterprise value of £17.5 million, plus an additional consideration of up to £3.5 million conditioned by Coeus Consulting’s performance over the next 12 months. Wavestone SA (ENXTPA:WAVE) completed the acquisition of Coeus Consulting International Ltd on September 15, 2022.
お知らせ • Aug 05Wavestone SA (ENXTPA:WAVE) acquired Pen Partnership Limited for GBP 30 million.Wavestone SA (ENXTPA:WAVE) acquired Pen Partnership Limited for GBP 30 million on August 1, 2022. Wavestone SA signed a conditional acquisition agreement in July 2022. The consideration is GBP 22.5 million and an additional consideration of up to GBP 7.5 million conditioned by PEN Partnership's performance over the next 18 months. The acquisition has been financed by Wavestone own funds. PEN Partnership has successfully grown and scaled the business to reach GBP 19.6 million revenue for its fiscal year ending in March 2022. Wavestone SA (ENXTPA:WAVE) completed the acquisition of Pen Partnership Limited for GBP 30 million on August 1, 2022.
Upcoming Dividend • Jul 27Upcoming dividend of €0.38 per shareEligible shareholders must have bought the stock before 03 August 2022. Payment date: 05 August 2022. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (1.5%).
Reported Earnings • Jun 02Full year 2022 earnings released: EPS: €2.55 (vs €1.27 in FY 2021)Full year 2022 results: EPS: €2.55 (up from €1.27 in FY 2021). Revenue: €470.1m (up 13% from FY 2021). Net income: €51.0m (up 101% from FY 2021). Profit margin: 11% (up from 6.1% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 7.8%, compared to a 18% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Mar 14Investor sentiment improved over the past weekAfter last week's 18% share price gain to €46.70, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 27x 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 €52.55 per share.
Buying Opportunity • Mar 05Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be €52.49, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.7% per annum over the last 3 years. Earnings per share has grown by 2.8% per annum over the last 3 years.
Reported Earnings • Dec 08First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: €1.03 (up from €0.35 in 1H 2021). Revenue: €217.8m (up 17% from 1H 2021). Net income: €20.7m (up 198% from 1H 2021). Profit margin: 9.5% (up from 3.7% in 1H 2021). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 7.5%, compared to a 10.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Jul 26Upcoming dividend of €0.23 per shareEligible shareholders must have bought the stock before 02 August 2021. Payment date: 05 August 2021. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (0.9%).
Reported Earnings • Jul 06Full year 2021 earnings released: EPS €1.27 (vs €1.57 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: €417.6m (down 1.1% from FY 2020). Net income: €25.4m (down 19% from FY 2020). Profit margin: 6.1% (down from 7.4% in FY 2020).
Reported Earnings • Jun 03Full year 2021 earnings released: EPS €1.27 (vs €1.57 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: €417.6m (down 1.1% from FY 2020). Net income: €25.4m (down 19% from FY 2020). Profit margin: 6.1% (down from 7.4% in FY 2020).
お知らせ • May 12Wavestone SA (ENXTPA:WAVE) acquired all assets of Everest Group’s Consulting practice from Everest Group.Wavestone SA (ENXTPA:WAVE) acquired all assets of Everest Group’s Consulting practice from Everest Group for $15.2 million on May 1, 2021. The purchase price is $10.1 million (€8.3 million) in enterprise value, plus an additional consideration of up to $5.1 million (€4.2 million) conditioned by the practice’s performance in 2021/22. he consideration was paid in cash and was financed out of Wavestone’s own funds. Innovation Advisors, Inc. acted as financial advisor, Dentons US LLP acted as legal advisor and Grant Thornton LLP acted as accountant to Wavestone in the transaction. Wavestone SA (ENXTPA:WAVE) completed the acquisition of all assets of Everest Group’s Consulting practice from Everest Group on May 1, 2021.
Is New 90 Day High Low • Mar 05New 90-day high: €34.55The company is up 27% from its price of €27.25 on 04 December 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed 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 €26.79 per share.
Is New 90 Day High Low • Feb 04New 90-day high: €32.05The company is up 34% from its price of €23.85 on 05 November 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed 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 €28.84 per share.
Is New 90 Day High Low • Jan 05New 90-day high: €29.50The company is up 19% from its price of €24.70 on 07 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €23.62 per share.
Reported Earnings • Dec 14First half 2021 earnings released: EPS €0.35The company reported a poor first half result with weaker earnings, revenues and profit margins. First half 2021 results: Revenue: €186.8m (down 3.9% from 1H 2020). Net income: €6.95m (down 25% from 1H 2020). Profit margin: 3.7% (down from 4.8% in 1H 2020). The decrease in margin was driven by lower revenue.
Is New 90 Day High Low • Dec 05New 90-day high: €27.25The company is up 24% from its price of €21.90 on 04 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €19.35 per share.
Reported Earnings • Dec 04First half 2021 earnings released: EPS €0.35The company reported a poor first half result with weaker earnings, revenues and profit margins. First half 2021 results: Revenue: €186.8m (down 3.9% from 1H 2020). Net income: €6.95m (down 25% from 1H 2020). Profit margin: 3.7% (down from 4.8% in 1H 2020). The decrease in margin was driven by lower revenue.
お知らせ • Dec 04Wavestone SA to Report Fiscal Year 2021 Results on Jun 01, 2021Wavestone SA announced that they will report fiscal year 2021 results on Jun 01, 2021
お知らせ • Nov 20Wavestone SA, Annual General Meeting, Jul 27, 2021Wavestone SA, Annual General Meeting, Jul 27, 2021.
Is New 90 Day High Low • Sep 28New 90-day high: €25.95The company is up 34% from its price of €19.32 on 30 June 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €21.39 per share.