View ValuationAlfa Financial Software Holdings 将来の成長Future 基準チェック /26Alfa Financial Software Holdings利益と収益がそれぞれ年間2.2%と6.1%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29.7% 1.9%なると予測されています。主要情報2.2%収益成長率1.90%EPS成長率Software 収益成長16.0%収益成長率6.1%将来の株主資本利益率29.70%アナリストカバレッジGood最終更新日30 Apr 2026今後の成長に関する最新情報お知らせ • Nov 13Alfa Financial Software Holdings PLC Provides Earnings Guidance for the Year 2025Alfa Financial Software Holdings PLC provided earnings guidance for the year 2025. For the year, the company increased operating margin and profit expectations by c.£2 million. Rrevenue expectations for the year to December 2025 remain unchanged.お知らせ • Nov 14+ 1 more updateAlfa Financial Software Holdings plc Updates Financial Guidance for the Full Year of 2024Alfa Financial Software Holdings PLC updates financial guidance for the full year of 2024. For the period, the company continues to expect mid to high single digit revenue growth despite currency headwinds of 1-2 percentage points for the year. As a consequence, the company expects operating profit will be £1 million ahead of its previous expectations.お知らせ • Apr 30Alfa Financial Software Holdings PLC Reaffirms Revenue Guidance for the Year 2024Alfa Financial Software Holdings PLC reaffirmed revenue guidance for the year 2024. Trading in first quarter 2024 was in line with expectations and overall the company continue to expect mid to high single digit revenue for the year as a whole. The company entered 2024 expecting revenue performance to revert to a more normal pattern of second half weighting.お知らせ • Jan 31Alfa Financial Software Holdings PLC Provides Earnings Guidance for the Year Ended Twelve Months Ended 31 December 2023Alfa Financial Software Holdings PLC provided earnings guidance for the year ended twelve months ended 31 December 2023. Overall revenue growth for the year was in line with expectations, up 9% on fiscal 2022. The company now expect costs to be £1 million lower than expected and as a consequence expect operating profit for fiscal year 2023 will be £1 million ahead of original expectations.お知らせ • Jul 22+ 1 more updateAlfa Laval AB (Publ) Reaffirms Earnings Guidance for the Third Quarter of 2023Alfa Laval AB (publ) reaffirmed earnings guidance for the third quarter of 2023. Despite slowing economic activity, demand in the company's end-markets is expected to remain unchanged although affected by third quarter lower seasonality. Earlier published outlook (April 25, 2023).お知らせ • Nov 11Alfa Financial Software Holdings PLC Provides Earnings Guidance for the Year 2022Alfa Financial Software Holdings PLC provided earnings guidance for the year 2022. For the year, the company expects full year revenue have increased by approximately £1.5 million Sterling, with all of this falling through to operating profit.すべての更新を表示Recent updatesお知らせ • May 03Alfa Financial Software Holdings plc Approves Final DividendAlfa Financial Software Holdings PLC at its AGM held on 30 April 2026, approved a final dividend of 1.5 pence per ordinary share.お知らせ • Mar 13Alfa Financial Software Holdings PLC, Annual General Meeting, Apr 30, 2026Alfa Financial Software Holdings PLC, Annual General Meeting, Apr 30, 2026.お知らせ • Feb 12+ 1 more updateAlfa Financial Software Holdings plc Announces Appointment of Andrew Dickson as Executive Director, Effective September 16, 2026Alfa Financial Software Holdings PLC announced that Andrew Dickson will join as an Executive Director with effect from September 16, 2026. Andrew Dickson has been Chief Financial Officer of Cerillion, a leading provider of software solutions to the telecoms industry, since February 2022. Prior to this, he spent seven years at Videndum plc in a number of senior finance roles both in the UK and the US. Andrew qualified as a chartered accountant with Deloitte LLP before joining Smiths Group plc, the FTSE 100 international engineering business. Duncan will step down from the Board on September 16, 2026, following the completion of the half year results process. Duncan will be available until the end of the year to ensure a smooth handover.お知らせ • Jan 30Alfa Financial Software Holdings PLC to Report Fiscal Year 2025 Results on Mar 12, 2026Alfa Financial Software Holdings PLC announced that they will report fiscal year 2025 results at 8:00 AM, GMT Standard Time on Mar 12, 2026お知らせ • Dec 13Alfa Financial Software Holdings PLC Appoints Peter George as Independent Non-Executive Director and Member of Audit and Risk, Nomination and Remuneration Committees, Effective January 1, 2026Alfa Financial Software Holdings PLC announced that Peter George will join the Board as an independent Non-Executive Director on January 1, 2026. Peter brings more than 40 years of experience in operational management, transformation and commercial leadership across financial services sectors, the motor industry and general engineering. His career includes senior executive positions at Textron, Xchanging and Accenture, where he most recently served as UK and Ireland Managing Director. Earlier in his career, he held several operational, design and management roles within the motor industry. Throughout his career he has acquired extensive international experience working globally within these industries. Peter has extensive experience in leadership and stakeholder engagement. He currently serves as Trustee Chair for both Accenture UK pension schemes working closely with corporate sponsors, regulators and professional advisers. A consistent theme throughout his career has been leading through people and empowering individuals to perform at their best. Upon joining the Board, Peter will join the Audit and Risk, Nomination and Remuneration Committees.お知らせ • Nov 13Alfa Financial Software Holdings PLC Provides Earnings Guidance for the Year 2025Alfa Financial Software Holdings PLC provided earnings guidance for the year 2025. For the year, the company increased operating margin and profit expectations by c.£2 million. Rrevenue expectations for the year to December 2025 remain unchanged.お知らせ • Sep 04Alfa Financial Software Holdings PLC Declares a Special Dividend, Payable on 7 November 2025The Board of Alfa Financial Software Holdings PLC declared a special dividend of 5.0 pence per share with an ex-dividend date of 25 September 2025, a record date of 26 September 2025 and a payment date of 7 November 2025. The special dividend would amount to a total payment of c.£14.8 million and represents the tenth special dividend paid in the last 5 years.お知らせ • May 02Alfa Financial Software Holdings plc Approves Final DividendAlfa Financial Software Holdings PLC at its Annual General Meeting held on 30 April 2025, approved to declare a final dividend of 1.4 pence per ordinary share.お知らせ • Mar 14Alfa Financial Software Holdings PLC, Annual General Meeting, Apr 30, 2025Alfa Financial Software Holdings PLC, Annual General Meeting, Apr 30, 2025.お知らせ • Mar 13+ 1 more updateAlfa Financial Software Holdings plc Proposes Ordinary Dividend, Payable on 27 June 2025The Board of Alfa Financial Software Holdings PLC has proposed an ordinary dividend of 1.4 pence per share, up 8%, with an ex-dividend date of 29 May 2025, a record date of 30 May 2025 and a payment date of 27 June 2025.お知らせ • Mar 02+ 1 more updateAlfa Financial Software Holdings PLC to Report Fiscal Year 2024 Results on Mar 13, 2025Alfa Financial Software Holdings PLC announced that they will report fiscal year 2024 results on Mar 13, 2025お知らせ • Jan 17Alfa Financial Software Holdings PLC to Report Q4, 2024 Results on Jan 30, 2025Alfa Financial Software Holdings PLC announced that they will report Q4, 2024 results on Jan 30, 2025お知らせ • Nov 14+ 1 more updateAlfa Financial Software Holdings plc Updates Financial Guidance for the Full Year of 2024Alfa Financial Software Holdings PLC updates financial guidance for the full year of 2024. For the period, the company continues to expect mid to high single digit revenue growth despite currency headwinds of 1-2 percentage points for the year. As a consequence, the company expects operating profit will be £1 million ahead of its previous expectations.New Risk • Nov 05New 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 7.0% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.0% average weekly change). Significant insider selling over the past 3 months (€159k sold).Buy Or Sell Opportunity • Nov 01Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 22% to €2.74. The fair value is estimated to be €2.28, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Earnings per share has grown by 5.9%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 13% in the next 2 years.Recent Insider Transactions • Oct 30Board Member recently sold €159k worth of stockOn the 22nd of October, Christopher Sullivan sold around 66k shares on-market at roughly €2.40 per share. This transaction amounted to 21% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €123k more than they sold in the last 12 months.Upcoming Dividend • Sep 22Upcoming dividend of UK£0.042 per shareEligible shareholders must have bought the stock before 26 September 2024. Payment date: 08 November 2024. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (1.1%).Valuation Update With 7 Day Price Move • Sep 12Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €2.56, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 21x in the Software industry in Germany. Total returns to shareholders of 79% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €2.24 per share.Reported Earnings • Sep 08First half 2024 earnings released: EPS: UK£0.041 (vs UK£0.045 in 1H 2023)First half 2024 results: EPS: UK£0.041 (down from UK£0.045 in 1H 2023). Revenue: UK£52.3m (down 1.1% from 1H 2023). Net income: UK£11.9m (down 11% from 1H 2023). Profit margin: 23% (down from 25% in 1H 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 8.4% 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 6% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Aug 22Now 28% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to €2.36. The fair value is estimated to be €1.84, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Earnings per share has grown by 8.6%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 2.0% per annum over the same time period.Buy Or Sell Opportunity • Aug 03Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 17% to €2.24. The fair value is estimated to be €1.83, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Earnings per share has grown by 8.6%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 2.0% per annum over the same time period.お知らせ • Jul 01Alfa Financial Software Holdings PLC to Report First Half, 2024 Results on Sep 05, 2024Alfa Financial Software Holdings PLC announced that they will report first half, 2024 results on Sep 05, 2024お知らせ • Jun 05Alfa Financial Software Holdings plc Announces Appointment of Reena Raichura as Independent Non-Executive DirectorAlfa Financial Software Holdings PLC announced that Reena Raichura will join the Board as an independent, Non-Executive Director on June 3, 2024. Reena is a senior executive and entrepreneur with a distinguished background in financial services technology and product management. She is the founder of Finergise, a boutique fintech advisory and consulting firm and serves as strategic advisor to fintech companies of all sizes. During a successful 23-year international career, Reena has held senior product and technology roles at leading financial services companies, including J.P. Morgan, Fidessa, and most recently, fintech startup interop.io. Her deep expertise spans the entire product development lifecycle, and she has extensive knowledge of fintech and capital markets. Renowned for her work at the intersection of business and technology, Reena has a proven track record of driving business value through technological innovation and collaboration. Upon joining the Board, Reena will join the Audit and Risk, Remuneration and Nomination committees.New Risk • May 30New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.0% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 3.0% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Upcoming Dividend • May 23Upcoming dividend of UK£0.013 per shareEligible shareholders must have bought the stock before 30 May 2024. Payment date: 27 June 2024. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 4.2%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (1.2%).Declared Dividend • May 03Fourth quarter dividend of UK£0.013 announcedShareholders will receive a dividend of UK£0.013. Ex-date: 30th May 2024 Payment date: 27th June 2024 Dividend yield will be 4.3%, which is higher than the industry average of 1.5%. Sustainability & Growth Dividend is covered by both earnings (16% earnings payout ratio) and cash flows (75% cash payout ratio). The dividend has increased by an average of 94% per year over the past 3 years. However, payments have been volatile during that time. EPS is expected to grow by 3.9% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 30Alfa Financial Software Holdings PLC Reaffirms Revenue Guidance for the Year 2024Alfa Financial Software Holdings PLC reaffirmed revenue guidance for the year 2024. Trading in first quarter 2024 was in line with expectations and overall the company continue to expect mid to high single digit revenue for the year as a whole. The company entered 2024 expecting revenue performance to revert to a more normal pattern of second half weighting.Upcoming Dividend • Apr 25Upcoming dividend of UK£0.02 per shareEligible shareholders must have bought the stock before 02 May 2024. Payment date: 30 May 2024. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 4.4%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (1.2%).Buy Or Sell Opportunity • Apr 25Now 22% overvaluedOver the last 90 days, the stock has fallen 4.1% to €1.86. The fair value is estimated to be €1.52, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Earnings per share has grown by 8.6%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings are also forecast to grow by 1.9% per annum over the same time period.お知らせ • Mar 28Alfa Financial Software Holdings PLC, Annual General Meeting, May 01, 2024Alfa Financial Software Holdings PLC, Annual General Meeting, May 01, 2024, at 14:00 Coordinated Universal Time. Location: Moor Place, One Fore Street Avenue, London, EC2Y 9DT London United KingdomBuy Or Sell Opportunity • Mar 20Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 22% to €1.91. The fair value is estimated to be €1.57, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Earnings per share has grown by 8.6%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings are also forecast to grow by 1.9% per annum over the same time period.Reported Earnings • Mar 14Full year 2023 earnings released: EPS: UK£0.08 (vs UK£0.083 in FY 2022)Full year 2023 results: EPS: UK£0.08 (down from UK£0.083 in FY 2022). Revenue: UK£102.0m (up 9.3% from FY 2022). Net income: UK£23.5m (down 4.1% from FY 2022). Profit margin: 23% (down from 26% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 7% per year.お知らせ • Mar 14+ 1 more updateAlfa Financial Software Holdings plc Declares Special Dividend for the Year 2023, Payable on 30 May 2024The Board of Alfa Financial Software Holdings PLC has decided to declare a special dividend of 2.0 pence per share for the year 2023, with an ex-dividend date of 2 May 2024, a record date of 3 May 2024 and a payment date of 30 May 2024. The special dividend would amount to a total payment of £5.9 million.お知らせ • Jan 31Alfa Financial Software Holdings PLC Provides Earnings Guidance for the Year Ended Twelve Months Ended 31 December 2023Alfa Financial Software Holdings PLC provided earnings guidance for the year ended twelve months ended 31 December 2023. Overall revenue growth for the year was in line with expectations, up 9% on fiscal 2022. The company now expect costs to be £1 million lower than expected and as a consequence expect operating profit for fiscal year 2023 will be £1 million ahead of original expectations.Recent Insider Transactions • Nov 29Board Member recently bought €283k worth of stockOn the 24th of November, Christopher Sullivan bought around 158k shares on-market at roughly €1.79 per share. This transaction amounted to 99% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Valuation Update With 7 Day Price Move • Sep 29Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €2.12, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 24x in the Software industry in Germany. Total returns to shareholders of 93% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.31 per share.お知らせ • Sep 28Alfa Financial Software Holdings Confirms Preliminary Discussions with Thomas H. Lee Partners Regarding Possible Offer for AlfaThe board of Alfa Financial Software Holdings PLC (LSE:ALFA) noted the recent press speculation concerning the possibility of an offer being made for the entire issued and to be issued share capital of Alfa. The board of Alfa confirmed that it is in preliminary discussions with Thomas H. Lee Partners, L.P. (‘THL’) regarding a possible offer for Alfa. There can be no certainty that a firm offer will be made for Alfa. In accordance with Rule 2.6(a) of the City Code on Takeovers and Mergers (‘Code’), THL is required, by not later than 5:00 p.m. (London time) on 25 October 2023, being 28 days after today's date, to either announce a firm intention to make an offer for Alfa in accordance with Rule 2.7 of the Code, or announce that it does not intend to make an offer for Alfa, in which case the announcement will be treated as a statement to which Rule 2.8 of the Code applies. This deadline can be extended with the consent of the Panel on Takeovers and Mergers in accordance with Rule 2.6(c) of the Code. A further announcement will be made as and when appropriate.Upcoming Dividend • Sep 07Upcoming dividend of UK£0.04 per share at 3.3% yieldEligible shareholders must have bought the stock before 14 September 2023. Payment date: 06 October 2023. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (1.5%).お知らせ • Sep 01Alfa Financial Software Holdings plc Declares Special Dividend, Payable on October 6, 2023Alfa Financial Software Holdings PLC declares special dividend of 4.0 pence per share, with an ex-dividend date of 14 September 2023, a record date of 15 September 2023 and a payment date of 6 October 2023. The special dividend would amount to a total payment of £11.8 million.Reported Earnings • Sep 01First half 2023 earnings released: EPS: UK£0.045 (vs UK£0.039 in 1H 2022)First half 2023 results: EPS: UK£0.045 (up from UK£0.039 in 1H 2022). Revenue: UK£52.9m (up 21% from 1H 2022). Net income: UK£13.3m (up 15% from 1H 2022). Profit margin: 25% (down from 26% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 18% per year.お知らせ • Jul 22+ 1 more updateAlfa Laval AB (Publ) Reaffirms Earnings Guidance for the Third Quarter of 2023Alfa Laval AB (publ) reaffirmed earnings guidance for the third quarter of 2023. Despite slowing economic activity, demand in the company's end-markets is expected to remain unchanged although affected by third quarter lower seasonality. Earlier published outlook (April 25, 2023).New Risk • Jul 12New 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: Major Risk Earnings are forecast to decline by an average of 2.5% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (108% cash payout ratio). Share price has been volatile over the past 3 months (8.9% average weekly change).Valuation Update With 7 Day Price Move • Jul 10Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to €1.66, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 24x in the Software industry in Germany. Total returns to shareholders of 204% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.23 per share.Valuation Update With 7 Day Price Move • Jun 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €2.12, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 28x in the Software industry in Germany. Total returns to shareholders of 222% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.23 per share.Upcoming Dividend • May 18Upcoming dividend of UK£0.012 per share at 6.3% yieldEligible shareholders must have bought the stock before 25 May 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 6.3%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.6%).Board Change • May 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. Independent & Non-Executive Director Adrian Chamberlain was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Apr 06Upcoming dividend of UK£0.015 per share at 6.6% yieldEligible shareholders must have bought the stock before 13 April 2023. Payment date: 09 May 2023. Trailing yield: 6.6%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.7%).Valuation Update With 7 Day Price Move • Mar 11Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €1.44, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 26x in the Software industry in Germany. Total returns to shareholders of 159% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.16 per share.Reported Earnings • Mar 03Full year 2022 earnings released: EPS: UK£0.082 (vs UK£0.065 in FY 2021)Full year 2022 results: EPS: UK£0.082 (up from UK£0.065 in FY 2021). Revenue: UK£93.3m (up 12% from FY 2021). Net income: UK£24.5m (up 28% from FY 2021). Profit margin: 26% (up from 23% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 20% per year and the company’s share price has also increased by 20% per year.お知らせ • Feb 04Alfa Financial Software Holdings PLC Proposes DividendThe Board of Directors of Alfa Financial Software Holdings PLC will propose a dividend of SEK 6.00 (6.00) per share to the Annual General Meeting.お知らせ • Jan 12+ 1 more updateAlfa Financial Software Holdings PLC to Report Fiscal Year 2022 Results on Mar 02, 2023Alfa Financial Software Holdings PLC announced that they will report fiscal year 2022 results on Mar 02, 2023お知らせ • Nov 11Alfa Financial Software Holdings PLC Provides Earnings Guidance for the Year 2022Alfa Financial Software Holdings PLC provided earnings guidance for the year 2022. For the year, the company expects full year revenue have increased by approximately £1.5 million Sterling, with all of this falling through to operating profit.お知らせ • Sep 15Alfa Financial Software Holdings PLC, Annual General Meeting, Aug 25, 2023Alfa Financial Software Holdings PLC, Annual General Meeting, Aug 25, 2023, at 16:00 Central European Standard Time.Reported Earnings • Sep 02First half 2022 earnings released: EPS: UK£0.039 (vs UK£0.03 in 1H 2021)First half 2022 results: EPS: UK£0.039 (up from UK£0.03 in 1H 2021). Revenue: UK£43.9m (up 6.8% from 1H 2021). Net income: UK£11.6m (up 32% from 1H 2021). Profit margin: 26% (up from 21% in 1H 2021). Over the next year, revenue is forecast to grow 2.1%, compared to a 7.8% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Sep 02Alfa Financial Software Holdings PLC Announces Special Dividend, Payable in OctoberAlfa Financial Software Holdings PLC announced that following the strong performance in the first half, they are declaring a special dividend of 3.5 pence, amounting to GBP 10.5 million, which will be paid to shareholders in October.お知らせ • Jul 30Alfa Financial Software Holdings PLC to Report First Half, 2022 Results on Sep 01, 2022Alfa Financial Software Holdings PLC announced that they will report first half, 2022 results on Sep 01, 2022Valuation Update With 7 Day Price Move • Jul 20Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €1.56, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 21x in the Software industry in Germany. Total returns to shareholders of 79% over the past three years.Upcoming Dividend • May 19Upcoming dividend of UK£0.011 per shareEligible shareholders must have bought the stock before 26 May 2022. Payment date: 24 June 2022. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of German dividend payers (4.4%). Lower than average of industry peers (2.0%).お知らせ • May 14Alfa Financial Software Holdings plc Approves Final DividendAlfa Financial Software Holdings PLCat its annual general meeting held on may 12, 2022 approved a final dividend of 1.1 pence per ordinary share.Upcoming Dividend • Apr 29Upcoming dividend of UK£0.03 per shareEligible shareholders must have bought the stock before 05 May 2022. Payment date: 16 June 2022. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of German dividend payers (4.0%). Lower than average of industry peers (1.9%).お知らせ • Apr 28+ 1 more updateAlfa Financial Software Holdings PLC Proposes Final Dividend 24 June 2022Alfa Financial Software Holdings PLC proposed final dividend of 1.1 pence per share, which if approved by shareholders at the AGM on 12 May 2022, will be paid on 24 June 2022.Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent & Non-Executive Director Adrian Chamberlain was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Mar 10Alfa Financial Software Holdings Proposes an Ordinary Dividend for the Year Ended 31 December 2021, Payable on 24 June 2022Alfa Financial Software Holdings PLC proposed an ordinary dividend of 1.1 pence per share, amounting to £3.3 million for the year ended 31 December 2021. If approved by shareholders in the annual general meeting, this will be paid on 24 June 2022 to shareholders on the register as at 27 May 2022. The ex-dividend date will be 26 May 2022.Reported Earnings • Mar 10Full year 2021 earnings: Revenues exceed analyst expectationsFull year 2021 results: Revenue: UK£83.2m (up 5.5% from FY 2020). Net income: UK£19.2m (down 5.7% from FY 2020). Profit margin: 23% (down from 26% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.5%. Over the next year, revenue is forecast to grow 4.6%, compared to a 13% growth forecast for the industry in Germany.Reported Earnings • Mar 10Full year 2021 earnings: Revenues exceed analyst expectationsFull year 2021 results: Revenue: UK£83.2m (up 5.5% from FY 2020). Net income: UK£19.2m (down 5.7% from FY 2020). Profit margin: 23% (down from 26% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.5%. Over the next year, revenue is forecast to grow 4.6%, compared to a 13% growth forecast for the industry in Germany.お知らせ • Jan 18Alfa Financial Software Holdings PLC (LSE:ALFA) announces an Equity Buyback for £18 million worth of its shares.Alfa Financial Software Holdings PLC (LSE:ALFA) announces a share repurchase program. Under the program, the company will repurchase up to £18 million worth of shares, pursuant to an arrangement with Barclays Bank PLC. The shares will be repurchased at a maximum price of no more than the lower of 105% of the average middle market closing price of the company's ordinary shares for the five business days before the purchase is made, and the higher of the price of the last independent trade and the highest current independent bid on the trading venue where the purchase is carried out. The purpose of these share purchases is to reduce the company's share capital (any shares repurchased for this purposed will be cancelled) and to enable the company to meet obligations arising from share option programs (any shares repurchased for this purpose will be held in treasury). The company's current intention is to satisfy all share options and share savings plans with shares purchased on the market and not to issue any new shares to satisfy future option exercises. The program is valid for a period 18 months.お知らせ • Jan 12Alfa Financial Software Holdings plc Provides Earnings Guidance for the Year 2021Alfa Financial Software Holdings PLC provided earnings guidance for the year 2021. Overall the company expects 2021 full year results to be towards the upper end of company compiled current market expectations, which are revenue of £80 million to £82 million and operating profit of £19 million £22 million.Valuation Update With 7 Day Price Move • Oct 29Investor sentiment improved over the past weekAfter last week's 16% share price gain to €2.26, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 33x in the Software industry in Germany. Total returns to shareholders of 90% over the past three years.Upcoming Dividend • Sep 30Upcoming dividend of UK£0.10 per shareEligible shareholders must have bought the stock before 07 October 2021. Payment date: 05 November 2021. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (1.5%).Valuation Update With 7 Day Price Move • Sep 29Investor sentiment improved over the past weekAfter last week's 18% share price gain to €2.14, the stock trades at a forward P/E ratio of 51x. Average forward P/E is 32x in the Software industry in Germany. Total returns to shareholders of 51% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.15 per share.Reported Earnings • Sep 24First half 2021 earnings released: EPS UK£0.03 (vs UK£0.027 in 1H 2020)The company reported a solid first half result with improved earnings and revenues, although profit margins were flat. First half 2021 results: Revenue: UK£41.1m (up 7.7% from 1H 2020). Net income: UK£8.81m (up 13% from 1H 2020). Profit margin: 21% (in line with 1H 2020). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.お知らせ • Sep 24Alfa Financial Software Holdings PLC Declares Special DividendAlfa Financial Software Holdings PLC announced that its Board has declared a 10 pence per share Special dividend, amounting to £30m, payable on 5 November 2021 with a record date of 8 October 2021 and an ex-dividend date of 7 October 2021.Upcoming Dividend • Jun 03Upcoming dividend of UK£0.01 per shareEligible shareholders must have bought the stock before 10 June 2021. Payment date: 02 July 2021. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (1.6%).お知らせ • May 13Alfa Financial Software Holdings PLC Approves Final DividendAlfa Financial Software Holdings PLC at its AGM held on May 10, 2021 approved final dividend of 1.0 pence per share ordinary share.お知らせ • Apr 29Alfa Financial Software Holdings PLC Announces Dividend, Payable on May 4, 2021Alfa Financial Software Holdings PLC announced that at its Annual General Meeting resolved on a dividend to shareholders of SEK 5.50 per share. It was further resolved that the record date for the dividend should be April 29, 2021, which means that payment of the dividend is expected to be distributed by Euroclear Sweden AB on May 4, 2021.Reported Earnings • Apr 17Full year 2020 earnings released: EPS UK£0.069 (vs UK£0.035 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: UK£78.9m (up 22% from FY 2019). Net income: UK£20.4m (up 100% from FY 2019). Profit margin: 26% (up from 16% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.Reported Earnings • Mar 24Full year 2020 earnings released: EPS UK£0.069 (vs UK£0.035 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: UK£78.9m (up 22% from FY 2019). Net income: UK£20.4m (up 100% from FY 2019). Profit margin: 26% (up from 16% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has fallen by 26% per year, which means it is performing significantly worse than earnings.お知らせ • Feb 27Alfa Financial Software Holdings PLC Announces Finalisation of revenue recognition for contract extensionAlfa Financial Software Holdings PLC provided update on revenue recognition for a recently won contract. As previously announced that it had won a five year extension to the maintenance and licence subscription for an existing client. The contract is different to its usual contracts in that there was no associated implementation project, therefore a number of judgements were needed which affected the period in which the revenues should be recognised. At the time of the announcement, it assumed that it would recognise at least 15% of the contract value in 2020, which was in line with the initial cash receipt. It has now completed its analysis of the contract in accordance with accounting standards and have concluded that some of this revenue will need to be accelerated because there is no further work required to deliver the licence. That component (representing just under 40% of the total contract value) will therefore be recognised as a one-off amount on signing the contract in October 2020. The balance which represents the maintenance component will be recognised over the five year life of the contract. As a consequence, it expectations for revenue recognition in 2020 from this contract will be £4 million ahead of its previous expectations. There have been no changes to the contract itself.Is New 90 Day High Low • Jan 13New 90-day high: €1.52The company is up 3.0% from its price of €1.48 on 14 October 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Software industry, which is down 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.31 per share.お知らせ • Nov 24Alfa Financial Software Holdings plc Announces a New Contract Win to Deliver an Alfa Start Implementation for a Second UK Equipment Finance CompanyAlfa Financial Software Holdings PLC announced a new contract win to deliver an Alfa Start implementation for a second UK Equipment Finance Company. Signing of the contract marks the full commitment from the customer to the project with assessment work having been carried out under letters of engagement. This is the second Alfa Start project in the UK, having successfully gone live with Hampshire Trust Bank earlier this year. This, combined with the first Alfa Start for US Auto go-live last month, demonstrates the growing interest in the market for this solution which enables customers to go live with proven software quickly.お知らせ • Oct 18Alfa Financial Software Holdings plc Announces US Automotive Manufacturer Gone Live on Alfa SystemsAlfa Financial Software Holdings PLC announced that a US Automotive Manufacturer has gone live on Alfa Systems in just under 23 weeks from the start of the project by using Alfa Start. This go-live is Alfa's fifth of 2020 and follows shortly after the launch of Alfa Auto Start in North America. The Company has also started work on its second Alfa Start project in the UK.Reported Earnings • Sep 29First half earnings releasedOver the last 12 months the company has reported total profits of UK£14.0m, down 9.4% from the prior year. Total revenue was UK£71.8m over the last 12 months, up 4.1% from the prior year.Is New 90 Day High Low • Sep 23New 90-day high: €1.10The company is up 33% from its price of €0.83 on 25 June 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.15 per share.お知らせ • Jul 26Alfa Financial Software Holdings PLC to Report First Half, 2020 Results on Sep 29, 2020Alfa Financial Software Holdings PLC announced that they will report first half, 2020 results on Sep 29, 2020業績と収益の成長予測DB:A9F - 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12/31/2028155323238612/31/2027145303035612/31/2026135282532612/31/2025127303237N/A9/30/2025123302935N/A6/30/2025120302732N/A3/31/2025115282530N/A12/31/2024110262328N/A9/30/2024106242126N/A6/30/2024101221924N/A3/31/2024102232428N/A12/31/2023102242932N/A9/30/2023102253134N/A6/30/2023102263336N/A3/31/202398252932N/A12/31/202293252527N/A9/30/202290232325N/A6/30/202286222123N/A3/31/202285212325N/A12/31/202183192527N/A9/30/202183202829N/A6/30/202182213132N/A3/31/202180212829N/A12/31/202079202526N/A9/30/202075172122N/A6/30/202072141718N/A3/31/202068121618N/A12/31/201964101618N/A9/30/20196713N/A18N/A6/30/20196915N/A19N/A3/31/20197017N/A17N/A12/31/20187118N/A15N/A9/30/20187320N/A16N/A6/30/20187622N/A17N/A3/31/20188224N/A18N/A12/31/20178826N/A19N/A9/30/20178918N/A19N/A6/30/20179011N/A19N/A3/31/2017819N/A25N/A12/31/2016738N/A32N/A12/31/20155415N/A17N/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: A9Fの予測収益成長率 (年間2.2% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: A9Fの収益 ( 2.2% ) German市場 ( 17.1% ) よりも低い成長が予測されています。高成長収益: A9Fの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: A9Fの収益 ( 6.1% ) German市場 ( 6.8% ) よりも低い成長が予測されています。高い収益成長: A9Fの収益 ( 6.1% ) 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: A9Fの 自己資本利益率 は、3年後には高くなると予測されています ( 29.7 %)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2026/05/22 18:24終値2026/05/22 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Alfa Financial Software Holdings PLC 6 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。10 アナリスト機関James GoodmanBarclaysSven MerktBarclaysRobert ChantryBerenberg7 その他のアナリストを表示
お知らせ • Nov 13Alfa Financial Software Holdings PLC Provides Earnings Guidance for the Year 2025Alfa Financial Software Holdings PLC provided earnings guidance for the year 2025. For the year, the company increased operating margin and profit expectations by c.£2 million. Rrevenue expectations for the year to December 2025 remain unchanged.
お知らせ • Nov 14+ 1 more updateAlfa Financial Software Holdings plc Updates Financial Guidance for the Full Year of 2024Alfa Financial Software Holdings PLC updates financial guidance for the full year of 2024. For the period, the company continues to expect mid to high single digit revenue growth despite currency headwinds of 1-2 percentage points for the year. As a consequence, the company expects operating profit will be £1 million ahead of its previous expectations.
お知らせ • Apr 30Alfa Financial Software Holdings PLC Reaffirms Revenue Guidance for the Year 2024Alfa Financial Software Holdings PLC reaffirmed revenue guidance for the year 2024. Trading in first quarter 2024 was in line with expectations and overall the company continue to expect mid to high single digit revenue for the year as a whole. The company entered 2024 expecting revenue performance to revert to a more normal pattern of second half weighting.
お知らせ • Jan 31Alfa Financial Software Holdings PLC Provides Earnings Guidance for the Year Ended Twelve Months Ended 31 December 2023Alfa Financial Software Holdings PLC provided earnings guidance for the year ended twelve months ended 31 December 2023. Overall revenue growth for the year was in line with expectations, up 9% on fiscal 2022. The company now expect costs to be £1 million lower than expected and as a consequence expect operating profit for fiscal year 2023 will be £1 million ahead of original expectations.
お知らせ • Jul 22+ 1 more updateAlfa Laval AB (Publ) Reaffirms Earnings Guidance for the Third Quarter of 2023Alfa Laval AB (publ) reaffirmed earnings guidance for the third quarter of 2023. Despite slowing economic activity, demand in the company's end-markets is expected to remain unchanged although affected by third quarter lower seasonality. Earlier published outlook (April 25, 2023).
お知らせ • Nov 11Alfa Financial Software Holdings PLC Provides Earnings Guidance for the Year 2022Alfa Financial Software Holdings PLC provided earnings guidance for the year 2022. For the year, the company expects full year revenue have increased by approximately £1.5 million Sterling, with all of this falling through to operating profit.
お知らせ • May 03Alfa Financial Software Holdings plc Approves Final DividendAlfa Financial Software Holdings PLC at its AGM held on 30 April 2026, approved a final dividend of 1.5 pence per ordinary share.
お知らせ • Mar 13Alfa Financial Software Holdings PLC, Annual General Meeting, Apr 30, 2026Alfa Financial Software Holdings PLC, Annual General Meeting, Apr 30, 2026.
お知らせ • Feb 12+ 1 more updateAlfa Financial Software Holdings plc Announces Appointment of Andrew Dickson as Executive Director, Effective September 16, 2026Alfa Financial Software Holdings PLC announced that Andrew Dickson will join as an Executive Director with effect from September 16, 2026. Andrew Dickson has been Chief Financial Officer of Cerillion, a leading provider of software solutions to the telecoms industry, since February 2022. Prior to this, he spent seven years at Videndum plc in a number of senior finance roles both in the UK and the US. Andrew qualified as a chartered accountant with Deloitte LLP before joining Smiths Group plc, the FTSE 100 international engineering business. Duncan will step down from the Board on September 16, 2026, following the completion of the half year results process. Duncan will be available until the end of the year to ensure a smooth handover.
お知らせ • Jan 30Alfa Financial Software Holdings PLC to Report Fiscal Year 2025 Results on Mar 12, 2026Alfa Financial Software Holdings PLC announced that they will report fiscal year 2025 results at 8:00 AM, GMT Standard Time on Mar 12, 2026
お知らせ • Dec 13Alfa Financial Software Holdings PLC Appoints Peter George as Independent Non-Executive Director and Member of Audit and Risk, Nomination and Remuneration Committees, Effective January 1, 2026Alfa Financial Software Holdings PLC announced that Peter George will join the Board as an independent Non-Executive Director on January 1, 2026. Peter brings more than 40 years of experience in operational management, transformation and commercial leadership across financial services sectors, the motor industry and general engineering. His career includes senior executive positions at Textron, Xchanging and Accenture, where he most recently served as UK and Ireland Managing Director. Earlier in his career, he held several operational, design and management roles within the motor industry. Throughout his career he has acquired extensive international experience working globally within these industries. Peter has extensive experience in leadership and stakeholder engagement. He currently serves as Trustee Chair for both Accenture UK pension schemes working closely with corporate sponsors, regulators and professional advisers. A consistent theme throughout his career has been leading through people and empowering individuals to perform at their best. Upon joining the Board, Peter will join the Audit and Risk, Nomination and Remuneration Committees.
お知らせ • Nov 13Alfa Financial Software Holdings PLC Provides Earnings Guidance for the Year 2025Alfa Financial Software Holdings PLC provided earnings guidance for the year 2025. For the year, the company increased operating margin and profit expectations by c.£2 million. Rrevenue expectations for the year to December 2025 remain unchanged.
お知らせ • Sep 04Alfa Financial Software Holdings PLC Declares a Special Dividend, Payable on 7 November 2025The Board of Alfa Financial Software Holdings PLC declared a special dividend of 5.0 pence per share with an ex-dividend date of 25 September 2025, a record date of 26 September 2025 and a payment date of 7 November 2025. The special dividend would amount to a total payment of c.£14.8 million and represents the tenth special dividend paid in the last 5 years.
お知らせ • May 02Alfa Financial Software Holdings plc Approves Final DividendAlfa Financial Software Holdings PLC at its Annual General Meeting held on 30 April 2025, approved to declare a final dividend of 1.4 pence per ordinary share.
お知らせ • Mar 14Alfa Financial Software Holdings PLC, Annual General Meeting, Apr 30, 2025Alfa Financial Software Holdings PLC, Annual General Meeting, Apr 30, 2025.
お知らせ • Mar 13+ 1 more updateAlfa Financial Software Holdings plc Proposes Ordinary Dividend, Payable on 27 June 2025The Board of Alfa Financial Software Holdings PLC has proposed an ordinary dividend of 1.4 pence per share, up 8%, with an ex-dividend date of 29 May 2025, a record date of 30 May 2025 and a payment date of 27 June 2025.
お知らせ • Mar 02+ 1 more updateAlfa Financial Software Holdings PLC to Report Fiscal Year 2024 Results on Mar 13, 2025Alfa Financial Software Holdings PLC announced that they will report fiscal year 2024 results on Mar 13, 2025
お知らせ • Jan 17Alfa Financial Software Holdings PLC to Report Q4, 2024 Results on Jan 30, 2025Alfa Financial Software Holdings PLC announced that they will report Q4, 2024 results on Jan 30, 2025
お知らせ • Nov 14+ 1 more updateAlfa Financial Software Holdings plc Updates Financial Guidance for the Full Year of 2024Alfa Financial Software Holdings PLC updates financial guidance for the full year of 2024. For the period, the company continues to expect mid to high single digit revenue growth despite currency headwinds of 1-2 percentage points for the year. As a consequence, the company expects operating profit will be £1 million ahead of its previous expectations.
New Risk • Nov 05New 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 7.0% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.0% average weekly change). Significant insider selling over the past 3 months (€159k sold).
Buy Or Sell Opportunity • Nov 01Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 22% to €2.74. The fair value is estimated to be €2.28, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Earnings per share has grown by 5.9%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 13% in the next 2 years.
Recent Insider Transactions • Oct 30Board Member recently sold €159k worth of stockOn the 22nd of October, Christopher Sullivan sold around 66k shares on-market at roughly €2.40 per share. This transaction amounted to 21% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €123k more than they sold in the last 12 months.
Upcoming Dividend • Sep 22Upcoming dividend of UK£0.042 per shareEligible shareholders must have bought the stock before 26 September 2024. Payment date: 08 November 2024. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (1.1%).
Valuation Update With 7 Day Price Move • Sep 12Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €2.56, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 21x in the Software industry in Germany. Total returns to shareholders of 79% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €2.24 per share.
Reported Earnings • Sep 08First half 2024 earnings released: EPS: UK£0.041 (vs UK£0.045 in 1H 2023)First half 2024 results: EPS: UK£0.041 (down from UK£0.045 in 1H 2023). Revenue: UK£52.3m (down 1.1% from 1H 2023). Net income: UK£11.9m (down 11% from 1H 2023). Profit margin: 23% (down from 25% in 1H 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 8.4% 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 6% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Aug 22Now 28% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to €2.36. The fair value is estimated to be €1.84, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Earnings per share has grown by 8.6%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 2.0% per annum over the same time period.
Buy Or Sell Opportunity • Aug 03Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 17% to €2.24. The fair value is estimated to be €1.83, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Earnings per share has grown by 8.6%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 2.0% per annum over the same time period.
お知らせ • Jul 01Alfa Financial Software Holdings PLC to Report First Half, 2024 Results on Sep 05, 2024Alfa Financial Software Holdings PLC announced that they will report first half, 2024 results on Sep 05, 2024
お知らせ • Jun 05Alfa Financial Software Holdings plc Announces Appointment of Reena Raichura as Independent Non-Executive DirectorAlfa Financial Software Holdings PLC announced that Reena Raichura will join the Board as an independent, Non-Executive Director on June 3, 2024. Reena is a senior executive and entrepreneur with a distinguished background in financial services technology and product management. She is the founder of Finergise, a boutique fintech advisory and consulting firm and serves as strategic advisor to fintech companies of all sizes. During a successful 23-year international career, Reena has held senior product and technology roles at leading financial services companies, including J.P. Morgan, Fidessa, and most recently, fintech startup interop.io. Her deep expertise spans the entire product development lifecycle, and she has extensive knowledge of fintech and capital markets. Renowned for her work at the intersection of business and technology, Reena has a proven track record of driving business value through technological innovation and collaboration. Upon joining the Board, Reena will join the Audit and Risk, Remuneration and Nomination committees.
New Risk • May 30New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.0% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 3.0% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Upcoming Dividend • May 23Upcoming dividend of UK£0.013 per shareEligible shareholders must have bought the stock before 30 May 2024. Payment date: 27 June 2024. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 4.2%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (1.2%).
Declared Dividend • May 03Fourth quarter dividend of UK£0.013 announcedShareholders will receive a dividend of UK£0.013. Ex-date: 30th May 2024 Payment date: 27th June 2024 Dividend yield will be 4.3%, which is higher than the industry average of 1.5%. Sustainability & Growth Dividend is covered by both earnings (16% earnings payout ratio) and cash flows (75% cash payout ratio). The dividend has increased by an average of 94% per year over the past 3 years. However, payments have been volatile during that time. EPS is expected to grow by 3.9% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 30Alfa Financial Software Holdings PLC Reaffirms Revenue Guidance for the Year 2024Alfa Financial Software Holdings PLC reaffirmed revenue guidance for the year 2024. Trading in first quarter 2024 was in line with expectations and overall the company continue to expect mid to high single digit revenue for the year as a whole. The company entered 2024 expecting revenue performance to revert to a more normal pattern of second half weighting.
Upcoming Dividend • Apr 25Upcoming dividend of UK£0.02 per shareEligible shareholders must have bought the stock before 02 May 2024. Payment date: 30 May 2024. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 4.4%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (1.2%).
Buy Or Sell Opportunity • Apr 25Now 22% overvaluedOver the last 90 days, the stock has fallen 4.1% to €1.86. The fair value is estimated to be €1.52, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Earnings per share has grown by 8.6%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings are also forecast to grow by 1.9% per annum over the same time period.
お知らせ • Mar 28Alfa Financial Software Holdings PLC, Annual General Meeting, May 01, 2024Alfa Financial Software Holdings PLC, Annual General Meeting, May 01, 2024, at 14:00 Coordinated Universal Time. Location: Moor Place, One Fore Street Avenue, London, EC2Y 9DT London United Kingdom
Buy Or Sell Opportunity • Mar 20Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 22% to €1.91. The fair value is estimated to be €1.57, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Earnings per share has grown by 8.6%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings are also forecast to grow by 1.9% per annum over the same time period.
Reported Earnings • Mar 14Full year 2023 earnings released: EPS: UK£0.08 (vs UK£0.083 in FY 2022)Full year 2023 results: EPS: UK£0.08 (down from UK£0.083 in FY 2022). Revenue: UK£102.0m (up 9.3% from FY 2022). Net income: UK£23.5m (down 4.1% from FY 2022). Profit margin: 23% (down from 26% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 7% per year.
お知らせ • Mar 14+ 1 more updateAlfa Financial Software Holdings plc Declares Special Dividend for the Year 2023, Payable on 30 May 2024The Board of Alfa Financial Software Holdings PLC has decided to declare a special dividend of 2.0 pence per share for the year 2023, with an ex-dividend date of 2 May 2024, a record date of 3 May 2024 and a payment date of 30 May 2024. The special dividend would amount to a total payment of £5.9 million.
お知らせ • Jan 31Alfa Financial Software Holdings PLC Provides Earnings Guidance for the Year Ended Twelve Months Ended 31 December 2023Alfa Financial Software Holdings PLC provided earnings guidance for the year ended twelve months ended 31 December 2023. Overall revenue growth for the year was in line with expectations, up 9% on fiscal 2022. The company now expect costs to be £1 million lower than expected and as a consequence expect operating profit for fiscal year 2023 will be £1 million ahead of original expectations.
Recent Insider Transactions • Nov 29Board Member recently bought €283k worth of stockOn the 24th of November, Christopher Sullivan bought around 158k shares on-market at roughly €1.79 per share. This transaction amounted to 99% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Valuation Update With 7 Day Price Move • Sep 29Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €2.12, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 24x in the Software industry in Germany. Total returns to shareholders of 93% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.31 per share.
お知らせ • Sep 28Alfa Financial Software Holdings Confirms Preliminary Discussions with Thomas H. Lee Partners Regarding Possible Offer for AlfaThe board of Alfa Financial Software Holdings PLC (LSE:ALFA) noted the recent press speculation concerning the possibility of an offer being made for the entire issued and to be issued share capital of Alfa. The board of Alfa confirmed that it is in preliminary discussions with Thomas H. Lee Partners, L.P. (‘THL’) regarding a possible offer for Alfa. There can be no certainty that a firm offer will be made for Alfa. In accordance with Rule 2.6(a) of the City Code on Takeovers and Mergers (‘Code’), THL is required, by not later than 5:00 p.m. (London time) on 25 October 2023, being 28 days after today's date, to either announce a firm intention to make an offer for Alfa in accordance with Rule 2.7 of the Code, or announce that it does not intend to make an offer for Alfa, in which case the announcement will be treated as a statement to which Rule 2.8 of the Code applies. This deadline can be extended with the consent of the Panel on Takeovers and Mergers in accordance with Rule 2.6(c) of the Code. A further announcement will be made as and when appropriate.
Upcoming Dividend • Sep 07Upcoming dividend of UK£0.04 per share at 3.3% yieldEligible shareholders must have bought the stock before 14 September 2023. Payment date: 06 October 2023. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (1.5%).
お知らせ • Sep 01Alfa Financial Software Holdings plc Declares Special Dividend, Payable on October 6, 2023Alfa Financial Software Holdings PLC declares special dividend of 4.0 pence per share, with an ex-dividend date of 14 September 2023, a record date of 15 September 2023 and a payment date of 6 October 2023. The special dividend would amount to a total payment of £11.8 million.
Reported Earnings • Sep 01First half 2023 earnings released: EPS: UK£0.045 (vs UK£0.039 in 1H 2022)First half 2023 results: EPS: UK£0.045 (up from UK£0.039 in 1H 2022). Revenue: UK£52.9m (up 21% from 1H 2022). Net income: UK£13.3m (up 15% from 1H 2022). Profit margin: 25% (down from 26% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 18% per year.
お知らせ • Jul 22+ 1 more updateAlfa Laval AB (Publ) Reaffirms Earnings Guidance for the Third Quarter of 2023Alfa Laval AB (publ) reaffirmed earnings guidance for the third quarter of 2023. Despite slowing economic activity, demand in the company's end-markets is expected to remain unchanged although affected by third quarter lower seasonality. Earlier published outlook (April 25, 2023).
New Risk • Jul 12New 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: Major Risk Earnings are forecast to decline by an average of 2.5% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (108% cash payout ratio). Share price has been volatile over the past 3 months (8.9% average weekly change).
Valuation Update With 7 Day Price Move • Jul 10Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to €1.66, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 24x in the Software industry in Germany. Total returns to shareholders of 204% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.23 per share.
Valuation Update With 7 Day Price Move • Jun 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €2.12, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 28x in the Software industry in Germany. Total returns to shareholders of 222% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.23 per share.
Upcoming Dividend • May 18Upcoming dividend of UK£0.012 per share at 6.3% yieldEligible shareholders must have bought the stock before 25 May 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 6.3%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.6%).
Board Change • May 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. Independent & Non-Executive Director Adrian Chamberlain was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Apr 06Upcoming dividend of UK£0.015 per share at 6.6% yieldEligible shareholders must have bought the stock before 13 April 2023. Payment date: 09 May 2023. Trailing yield: 6.6%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.7%).
Valuation Update With 7 Day Price Move • Mar 11Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €1.44, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 26x in the Software industry in Germany. Total returns to shareholders of 159% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.16 per share.
Reported Earnings • Mar 03Full year 2022 earnings released: EPS: UK£0.082 (vs UK£0.065 in FY 2021)Full year 2022 results: EPS: UK£0.082 (up from UK£0.065 in FY 2021). Revenue: UK£93.3m (up 12% from FY 2021). Net income: UK£24.5m (up 28% from FY 2021). Profit margin: 26% (up from 23% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 20% per year and the company’s share price has also increased by 20% per year.
お知らせ • Feb 04Alfa Financial Software Holdings PLC Proposes DividendThe Board of Directors of Alfa Financial Software Holdings PLC will propose a dividend of SEK 6.00 (6.00) per share to the Annual General Meeting.
お知らせ • Jan 12+ 1 more updateAlfa Financial Software Holdings PLC to Report Fiscal Year 2022 Results on Mar 02, 2023Alfa Financial Software Holdings PLC announced that they will report fiscal year 2022 results on Mar 02, 2023
お知らせ • Nov 11Alfa Financial Software Holdings PLC Provides Earnings Guidance for the Year 2022Alfa Financial Software Holdings PLC provided earnings guidance for the year 2022. For the year, the company expects full year revenue have increased by approximately £1.5 million Sterling, with all of this falling through to operating profit.
お知らせ • Sep 15Alfa Financial Software Holdings PLC, Annual General Meeting, Aug 25, 2023Alfa Financial Software Holdings PLC, Annual General Meeting, Aug 25, 2023, at 16:00 Central European Standard Time.
Reported Earnings • Sep 02First half 2022 earnings released: EPS: UK£0.039 (vs UK£0.03 in 1H 2021)First half 2022 results: EPS: UK£0.039 (up from UK£0.03 in 1H 2021). Revenue: UK£43.9m (up 6.8% from 1H 2021). Net income: UK£11.6m (up 32% from 1H 2021). Profit margin: 26% (up from 21% in 1H 2021). Over the next year, revenue is forecast to grow 2.1%, compared to a 7.8% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Sep 02Alfa Financial Software Holdings PLC Announces Special Dividend, Payable in OctoberAlfa Financial Software Holdings PLC announced that following the strong performance in the first half, they are declaring a special dividend of 3.5 pence, amounting to GBP 10.5 million, which will be paid to shareholders in October.
お知らせ • Jul 30Alfa Financial Software Holdings PLC to Report First Half, 2022 Results on Sep 01, 2022Alfa Financial Software Holdings PLC announced that they will report first half, 2022 results on Sep 01, 2022
Valuation Update With 7 Day Price Move • Jul 20Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €1.56, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 21x in the Software industry in Germany. Total returns to shareholders of 79% over the past three years.
Upcoming Dividend • May 19Upcoming dividend of UK£0.011 per shareEligible shareholders must have bought the stock before 26 May 2022. Payment date: 24 June 2022. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of German dividend payers (4.4%). Lower than average of industry peers (2.0%).
お知らせ • May 14Alfa Financial Software Holdings plc Approves Final DividendAlfa Financial Software Holdings PLCat its annual general meeting held on may 12, 2022 approved a final dividend of 1.1 pence per ordinary share.
Upcoming Dividend • Apr 29Upcoming dividend of UK£0.03 per shareEligible shareholders must have bought the stock before 05 May 2022. Payment date: 16 June 2022. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of German dividend payers (4.0%). Lower than average of industry peers (1.9%).
お知らせ • Apr 28+ 1 more updateAlfa Financial Software Holdings PLC Proposes Final Dividend 24 June 2022Alfa Financial Software Holdings PLC proposed final dividend of 1.1 pence per share, which if approved by shareholders at the AGM on 12 May 2022, will be paid on 24 June 2022.
Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent & Non-Executive Director Adrian Chamberlain was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 10Alfa Financial Software Holdings Proposes an Ordinary Dividend for the Year Ended 31 December 2021, Payable on 24 June 2022Alfa Financial Software Holdings PLC proposed an ordinary dividend of 1.1 pence per share, amounting to £3.3 million for the year ended 31 December 2021. If approved by shareholders in the annual general meeting, this will be paid on 24 June 2022 to shareholders on the register as at 27 May 2022. The ex-dividend date will be 26 May 2022.
Reported Earnings • Mar 10Full year 2021 earnings: Revenues exceed analyst expectationsFull year 2021 results: Revenue: UK£83.2m (up 5.5% from FY 2020). Net income: UK£19.2m (down 5.7% from FY 2020). Profit margin: 23% (down from 26% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.5%. Over the next year, revenue is forecast to grow 4.6%, compared to a 13% growth forecast for the industry in Germany.
Reported Earnings • Mar 10Full year 2021 earnings: Revenues exceed analyst expectationsFull year 2021 results: Revenue: UK£83.2m (up 5.5% from FY 2020). Net income: UK£19.2m (down 5.7% from FY 2020). Profit margin: 23% (down from 26% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.5%. Over the next year, revenue is forecast to grow 4.6%, compared to a 13% growth forecast for the industry in Germany.
お知らせ • Jan 18Alfa Financial Software Holdings PLC (LSE:ALFA) announces an Equity Buyback for £18 million worth of its shares.Alfa Financial Software Holdings PLC (LSE:ALFA) announces a share repurchase program. Under the program, the company will repurchase up to £18 million worth of shares, pursuant to an arrangement with Barclays Bank PLC. The shares will be repurchased at a maximum price of no more than the lower of 105% of the average middle market closing price of the company's ordinary shares for the five business days before the purchase is made, and the higher of the price of the last independent trade and the highest current independent bid on the trading venue where the purchase is carried out. The purpose of these share purchases is to reduce the company's share capital (any shares repurchased for this purposed will be cancelled) and to enable the company to meet obligations arising from share option programs (any shares repurchased for this purpose will be held in treasury). The company's current intention is to satisfy all share options and share savings plans with shares purchased on the market and not to issue any new shares to satisfy future option exercises. The program is valid for a period 18 months.
お知らせ • Jan 12Alfa Financial Software Holdings plc Provides Earnings Guidance for the Year 2021Alfa Financial Software Holdings PLC provided earnings guidance for the year 2021. Overall the company expects 2021 full year results to be towards the upper end of company compiled current market expectations, which are revenue of £80 million to £82 million and operating profit of £19 million £22 million.
Valuation Update With 7 Day Price Move • Oct 29Investor sentiment improved over the past weekAfter last week's 16% share price gain to €2.26, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 33x in the Software industry in Germany. Total returns to shareholders of 90% over the past three years.
Upcoming Dividend • Sep 30Upcoming dividend of UK£0.10 per shareEligible shareholders must have bought the stock before 07 October 2021. Payment date: 05 November 2021. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (1.5%).
Valuation Update With 7 Day Price Move • Sep 29Investor sentiment improved over the past weekAfter last week's 18% share price gain to €2.14, the stock trades at a forward P/E ratio of 51x. Average forward P/E is 32x in the Software industry in Germany. Total returns to shareholders of 51% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.15 per share.
Reported Earnings • Sep 24First half 2021 earnings released: EPS UK£0.03 (vs UK£0.027 in 1H 2020)The company reported a solid first half result with improved earnings and revenues, although profit margins were flat. First half 2021 results: Revenue: UK£41.1m (up 7.7% from 1H 2020). Net income: UK£8.81m (up 13% from 1H 2020). Profit margin: 21% (in line with 1H 2020). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
お知らせ • Sep 24Alfa Financial Software Holdings PLC Declares Special DividendAlfa Financial Software Holdings PLC announced that its Board has declared a 10 pence per share Special dividend, amounting to £30m, payable on 5 November 2021 with a record date of 8 October 2021 and an ex-dividend date of 7 October 2021.
Upcoming Dividend • Jun 03Upcoming dividend of UK£0.01 per shareEligible shareholders must have bought the stock before 10 June 2021. Payment date: 02 July 2021. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (1.6%).
お知らせ • May 13Alfa Financial Software Holdings PLC Approves Final DividendAlfa Financial Software Holdings PLC at its AGM held on May 10, 2021 approved final dividend of 1.0 pence per share ordinary share.
お知らせ • Apr 29Alfa Financial Software Holdings PLC Announces Dividend, Payable on May 4, 2021Alfa Financial Software Holdings PLC announced that at its Annual General Meeting resolved on a dividend to shareholders of SEK 5.50 per share. It was further resolved that the record date for the dividend should be April 29, 2021, which means that payment of the dividend is expected to be distributed by Euroclear Sweden AB on May 4, 2021.
Reported Earnings • Apr 17Full year 2020 earnings released: EPS UK£0.069 (vs UK£0.035 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: UK£78.9m (up 22% from FY 2019). Net income: UK£20.4m (up 100% from FY 2019). Profit margin: 26% (up from 16% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Mar 24Full year 2020 earnings released: EPS UK£0.069 (vs UK£0.035 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: UK£78.9m (up 22% from FY 2019). Net income: UK£20.4m (up 100% from FY 2019). Profit margin: 26% (up from 16% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has fallen by 26% per year, which means it is performing significantly worse than earnings.
お知らせ • Feb 27Alfa Financial Software Holdings PLC Announces Finalisation of revenue recognition for contract extensionAlfa Financial Software Holdings PLC provided update on revenue recognition for a recently won contract. As previously announced that it had won a five year extension to the maintenance and licence subscription for an existing client. The contract is different to its usual contracts in that there was no associated implementation project, therefore a number of judgements were needed which affected the period in which the revenues should be recognised. At the time of the announcement, it assumed that it would recognise at least 15% of the contract value in 2020, which was in line with the initial cash receipt. It has now completed its analysis of the contract in accordance with accounting standards and have concluded that some of this revenue will need to be accelerated because there is no further work required to deliver the licence. That component (representing just under 40% of the total contract value) will therefore be recognised as a one-off amount on signing the contract in October 2020. The balance which represents the maintenance component will be recognised over the five year life of the contract. As a consequence, it expectations for revenue recognition in 2020 from this contract will be £4 million ahead of its previous expectations. There have been no changes to the contract itself.
Is New 90 Day High Low • Jan 13New 90-day high: €1.52The company is up 3.0% from its price of €1.48 on 14 October 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Software industry, which is down 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.31 per share.
お知らせ • Nov 24Alfa Financial Software Holdings plc Announces a New Contract Win to Deliver an Alfa Start Implementation for a Second UK Equipment Finance CompanyAlfa Financial Software Holdings PLC announced a new contract win to deliver an Alfa Start implementation for a second UK Equipment Finance Company. Signing of the contract marks the full commitment from the customer to the project with assessment work having been carried out under letters of engagement. This is the second Alfa Start project in the UK, having successfully gone live with Hampshire Trust Bank earlier this year. This, combined with the first Alfa Start for US Auto go-live last month, demonstrates the growing interest in the market for this solution which enables customers to go live with proven software quickly.
お知らせ • Oct 18Alfa Financial Software Holdings plc Announces US Automotive Manufacturer Gone Live on Alfa SystemsAlfa Financial Software Holdings PLC announced that a US Automotive Manufacturer has gone live on Alfa Systems in just under 23 weeks from the start of the project by using Alfa Start. This go-live is Alfa's fifth of 2020 and follows shortly after the launch of Alfa Auto Start in North America. The Company has also started work on its second Alfa Start project in the UK.
Reported Earnings • Sep 29First half earnings releasedOver the last 12 months the company has reported total profits of UK£14.0m, down 9.4% from the prior year. Total revenue was UK£71.8m over the last 12 months, up 4.1% from the prior year.
Is New 90 Day High Low • Sep 23New 90-day high: €1.10The company is up 33% from its price of €0.83 on 25 June 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.15 per share.
お知らせ • Jul 26Alfa Financial Software Holdings PLC to Report First Half, 2020 Results on Sep 29, 2020Alfa Financial Software Holdings PLC announced that they will report first half, 2020 results on Sep 29, 2020