View Past PerformanceAlten バランスシートの健全性財務の健全性 基準チェック /56Altenの総株主資本は€2.2B 、総負債は€67.1Mで、負債比率は3%となります。総資産と総負債はそれぞれ€3.6Bと€1.4Bです。 Altenの EBIT は€289.2Mで、利息カバレッジ比率-337.4です。現金および短期投資は€348.3Mです。主要情報3.02%負債資本比率€67.06m負債インタレスト・カバレッジ・レシオ-337.4x現金€348.29mエクイティ€2.22b負債合計€1.41b総資産€3.64b財務の健全性に関する最新情報更新なしすべての更新を表示Recent updatesDeclared Dividend • May 20Dividend of €1.50 announcedDividend of €1.50 is the same as last year. Ex-date: 22nd June 2026 Payment date: 24th June 2026 Dividend yield will be 2.4%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 85% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 07Alten S.A., Annual General Meeting, Jun 18, 2026Alten S.A., Annual General Meeting, Jun 18, 2026. Location: 28 avenue andre morizet, boulogne billancourt Franceお知らせ • Oct 24Alten S.A. to Report Q4, 2025 Results on Jan 29, 2026Alten S.A. announced that they will report Q4, 2025 results on Jan 29, 2026お知らせ • Oct 10+ 1 more updateAlten S.A. Announces CEO ChangesSimon Azoulay, Chairman and CEO, and the Board of Directors of ALTEN are pleased to announced that, in accordance with Mr. Simon Azoulay's wishes, the Board of Directors has decided on 8 October 2025 to separate the roles of Chairman and Chief Executive Officer of ALTEN. The Board has therefore decided following the recommendation of the Remuneration and Nomination Committee to appoint Mr. Cyril Malargé as Chief Executive Officer. These decisions will be effective no later than 31 January 2026, after Mr. Cyril Malargé has been released from his current duties. Cyril Malargé, 52, has served as Chief Executive Officer of Sopra Steria since 2022, where he has spent most of his career. A graduate of the Ecole Spéciale de Mécanique et d'Electricité (ESME) and holding a PhD in Electrical Engineering, Cyril Malargé began his career at Bel Groupe before becoming CIO of Lafont. He joined Sopra Steria in 2002 as Director of Major Industrial Accounts Projects. In 2008, he was appointed Director of the France Industry & Services Business Unit. In 2015, he joined the Sopra Steria Executive Committee as Executive Director in charge of Consulting, Systems Integration, and Infrastructure Management. From 2020 to 2022, he served as Chief Operating Officer (COO) of the Sopra Steria Group.お知らせ • May 02Alten S.A., Annual General Meeting, Jun 12, 2025Alten S.A., Annual General Meeting, Jun 12, 2025. Location: 28 avenue andre morizet, boulogne billancourt Franceお知らせ • Apr 30Alten S.A. announces Annual dividend, payable on June 18, 2025Alten S.A. announced Annual dividend of EUR 1.5000 per share payable on June 18, 2025, ex-date on June 16, 2025 and record date on June 17, 2025.お知らせ • Dec 02Alten S.A. (ENXTPA:ATE) completed the acquisition of Wordgrid Solutions Limited from Atos SE (ENXTPA:ATO).Alten S.A. (ENXTPA:ATE) signed a Share and Asset Purchase Agreement to acquire Worldgrid Solutions Limited from Atos SE (ENXTPA:ATO) for an enterprise value of €270 million on November 5, 2024. For the year ended on December 31, 2023, Worldgrid Solutions realized revenue of €170 million. The necessary social processes with employee representative bodies have been finalized, and regulatory approvals have been obtained. The transaction is expected to close before the end of 2024. Alten S.A. (ENXTPA:ATE) completed the acquisition of Wordgrid Solutions Limited from Atos SE (ENXTPA:ATO) on December 2, 2024.お知らせ • Nov 05Alten S.A. (ENXTPA:ATE) signed a Share and Asset Purchase Agreement to acquire Worldgrid Solutions Limited from Atos SE (ENXTPA:ATO) for €270 million.Alten S.A. (ENXTPA:ATE) signed a Share and Asset Purchase Agreement to acquire Worldgrid Solutions Limited from Atos SE (ENXTPA:ATO) for €270 million on November 5, 2024. The necessary social processes with employee representative bodies have been finalized, and regulatory approvals have been obtained. The transaction is expected to close before the end of 2024.お知らせ • Oct 25Alten S.A. to Report Fiscal Year 2024 Results on Feb 21, 2025Alten S.A. announced that they will report fiscal year 2024 results at 5:40 PM, Central European Standard Time on Feb 21, 2025Reported Earnings • Sep 22First half 2024 earnings released: EPS: €3.40 (vs €3.25 in 1H 2023)First half 2024 results: EPS: €3.40 (up from €3.25 in 1H 2023). Revenue: €2.11b (up 2.9% from 1H 2023). Net income: €118.2m (up 6.4% from 1H 2023). Profit margin: 5.6% (up from 5.4% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.お知らせ • Sep 20Alten S.A. to Report Q3, 2024 Results on Oct 24, 2024Alten S.A. announced that they will report Q3, 2024 results After-Market on Oct 24, 2024Upcoming Dividend • Jun 17Upcoming dividend of €1.50 per shareEligible shareholders must have bought the stock before 24 June 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.3%).Buy Or Sell Opportunity • May 31Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to €118. The fair value is estimated to be €149, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 37%. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.Reported Earnings • Apr 30Full year 2023 earnings released: EPS: €6.80 (vs €13.46 in FY 2022)Full year 2023 results: EPS: €6.80 (down from €13.46 in FY 2022). Revenue: €4.07b (up 7.6% from FY 2022). Net income: €233.2m (down 49% from FY 2022). Profit margin: 5.7% (down from 12% in FY 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 8.8% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 26Full year 2023 earnings releasedFull year 2023 results: Revenue: €4.07b (up 7.6% from FY 2022). Net income: €233.2m (down 49% from FY 2022). Profit margin: 5.7% (down from 12% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the IT industry in Germany.お知らせ • Nov 07Alten S.A. (ENXTPA:ATE) acquired East Japan Institute of Technology Co.,Ltd. from Ant Bridge No.4-A Private Equity Secondary Investment Fund, Limited Partnership, managed by Ant Capital Partners Co., Ltd.Alten S.A. (ENXTPA:ATE) acquired East Japan Institute of Technology Co.,Ltd. from Ant Bridge No.4-A Private Equity Secondary Investment Fund, Limited Partnership, managed by Ant Capital Partners Co., Ltd. on October 31, 2023. East Japan Institute of Technology has reported sales of ¥6.33 billion for year ending June 2023. Alten S.A. (ENXTPA:ATE) completed the acquisition of East Japan Institute of Technology Co.,Ltd. from Ant Bridge No.4-A Private Equity Secondary Investment Fund, Limited Partnership, managed by Ant Capital Partners Co., Ltd. on October 31, 2023.お知らせ • Oct 20+ 3 more updatesAlten S.A. to Report Q2, 2024 Results on Jul 25, 2024Alten S.A. announced that they will report Q2, 2024 results on Jul 25, 2024お知らせ • Oct 13Alten S.A. to Report Q4, 2023 Results on Jan 25, 2024Alten S.A. announced that they will report Q4, 2023 results on Jan 25, 2024Reported Earnings • Sep 26First half 2023 earnings released: EPS: €3.25 (vs €4.09 in 1H 2022)First half 2023 results: EPS: €3.25 (down from €4.09 in 1H 2022). Revenue: €2.05b (up 12% from 1H 2022). Net income: €111.1m (down 20% from 1H 2022). Profit margin: 5.4% (down from 7.6% in 1H 2022). Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Sep 19Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be €164, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 41%. For the next 3 years, revenue is forecast to grow by 8.0% per annum. Earnings is forecast to decline by 9.3% per annum over the same time period.Buying Opportunity • Aug 25Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be €157, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 41%. For the next 3 years, revenue is forecast to grow by 8.0% per annum. Earnings is forecast to decline by 9.9% per annum over the same time period.お知らせ • Aug 03Alten S.A. (ENXTPA:ATE) acquired Accord Global Technology Solutions Private Limited from Accord Group.Alten S.A. (ENXTPA:ATE) acquired Accord Global Technology Solutions Private Limited from Accord Group on August 2, 2023.Alten S.A. (ENXTPA:ATE) completed the acquisition of Accord Global Technology Solutions Private Limited from Accord Group on August 2, 2023.Upcoming Dividend • Jun 27Upcoming dividend of €1.50 per share at 1.1% yieldEligible shareholders must have bought the stock before 04 July 2023. Payment date: 06 July 2023. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.3%).Reported Earnings • Feb 27Full year 2022 earnings releasedFull year 2022 results: Revenue: €3.78b (up 29% from FY 2021). Net income: €457.6m (up 120% from FY 2021). Profit margin: 12% (up from 7.1% in FY 2021). Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the IT industry in Germany.お知らせ • Jan 07Alten S.A. (ENXTPA:ATE) completed the acquisition of QUALITANCE.Alten S.A. (ENXTPA:ATE) signed an agreement to acquire QUALITANCE from the owners Radu Constantinescu and Ioan Iacob on September 28, 2022. The transaction is subject to approval from the Romanian Competition Authority, the anti-trust body of Romania. The transaction is expected to close by the end of 2022. As a result of the transaction, ALTEN Group is expecting to reinforce its presence in Romania as well as increase its capabilities in serving clients across Central and Eastern Europe. Alina Stavaru and Cezara Urzica of Radu Taracila Padurari Retevoescu SCA acted as the legal advisor to QUALITANCE. Accendo (Romania) acted as the financial advisor to QUALITANCE. The acquisition has been approved by the Romanian Competition Council. Alten S.A. (ENXTPA:ATE) completed the acquisition of QUALITANCE on January 3, 2023.Buying Opportunity • Dec 17Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 1.5%. The fair value is estimated to be €149, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 7.5% per annum. Earnings is also forecast to grow by 6.3% per annum over the same time period.Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Director Maryvonne Labeille was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Oct 20+ 2 more updatesAlten S.A., Annual General Meeting, Jun 30, 2023Alten S.A., Annual General Meeting, Jun 30, 2023.お知らせ • Sep 30Alten S.A. (ENXTPA:ATE) signed an agreement to acquire QUALITANCE from the owners Radu Constantinescu and Ioan Iacob.Alten S.A. (ENXTPA:ATE) signed an agreement to acquire QUALITANCE from the owners Radu Constantinescu and Ioan Iacob on September 28, 2022. The transaction is subject to approval from the Romanian Competition Authority, the anti-trust body of Romania. The transaction is expected to close by the end of 2022. As a result of the transaction, ALTEN Group is expecting to reinforce its presence in Romania as well as increase its capabilities in serving clients across Central and Eastern Europe. Alina Stavaru and Cezara Urzica of Radu Taracila Padurari Retevoescu SCA acted as the legal advisor to QUALITANCE. Accendo (Romania) acted as the financial advisor to QUALITANCE.Reported Earnings • Sep 24First half 2022 earnings released: EPS: €0 (vs €2.64 in 1H 2021)First half 2022 results: EPS: €0. Revenue: €1.83b (up 31% from 1H 2021). Net income: €139.0m (up 56% from 1H 2021). Profit margin: 7.6% (up from 6.4% in 1H 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 10% growth forecast for the IT industry in Germany.Upcoming Dividend • Jun 20Upcoming dividend of €1.30 per shareEligible shareholders must have bought the stock before 27 June 2022. Payment date: 29 June 2022. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (1.6%).お知らせ • May 24Alten S.A. (ENXTPA:ATE) agreed to acquire Methods Corporate Limited.Alten S.A. (ENXTPA:ATE) agreed to acquire Methods Corporate Limited on May 23, 2022.Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Director Maryvonne Labeille was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Feb 27Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: €2.93b (up 25% from FY 2020). Net income: €207.9m (up 112% from FY 2020). Profit margin: 7.1% (up from 4.2% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 16%, compared to a 16% growth forecast for the industry in Germany.お知らせ • Feb 02Alten S.A. (ENXTPA:ATE) acquired CleverTask Solutions SL.Alten S.A. (ENXTPA:ATE) acquired CleverTask Solutions SL on January 30, 2022. Alten S.A. (ENXTPA:ATE) completed the acquisition of CleverTask Solutions SL on January 30, 2022.Reported Earnings • Sep 24First half 2021 earnings released: EPS €2.64 (vs €1.80 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €1.40b (up 13% from 1H 2020). Net income: €89.3m (up 47% from 1H 2020). Profit margin: 6.4% (up from 4.9% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Jul 30Investor sentiment improved over the past weekAfter last week's 16% share price gain to €134, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 28x in the IT industry in Germany. Total returns to shareholders of 59% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €83.40 per share.Upcoming Dividend • May 26Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 02 June 2021. Payment date: 04 June 2021. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (1.2%).お知らせ • Mar 10Alten S.A., Annual General Meeting, May 28, 2021Alten S.A., Annual General Meeting, May 28, 2021.Reported Earnings • Feb 27Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €2.33b (down 11% from FY 2019). Net income: €98.0m (down 40% from FY 2019). Profit margin: 4.2% (down from 6.3% in FY 2019). The decrease in margin was driven by lower revenue.Analyst Estimate Surprise Post Earnings • Feb 27Revenue misses expectationsRevenue missed analyst estimates by 0.1%. Over the next year, revenue is forecast to grow 8.0%, compared to a 12% growth forecast for the IT industry in Germany.Is New 90 Day High Low • Feb 25New 90-day low: €85.65The company is down 8.0% from its price of €92.70 on 27 November 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €41.43 per share.お知らせ • Feb 18+ 1 more updateAlten S.A. to Report First Half, 2021 Results on Sep 22, 2021Alten S.A. announced that they will report first half, 2021 results on Sep 22, 2021お知らせ • Jan 16Alten S.A. (ENXTPA:ATE) acquired ITSector - Sistemas de Informacao, S .A.Alten S.A. (ENXTPA:ATE) acquired ITSector - Sistemas de Informacao, S .A. n January 14, 2020. Renato Oliveira will continue to lead ITSector. The entire executive team of ITSector will remain in office, with Renato Oliveira as Chief Executive Office of the company. Alten S.A. (ENXTPA:ATE) completed the acquisition of ITSector - Sistemas de Informacao, S .A. n January 14, 2020.Is New 90 Day High Low • Dec 19New 90-day high: €96.80The company is up 33% from its price of €72.80 on 18 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €37.81 per share.お知らせ • Nov 14Alten S.A. (ENXTPA:ATE) acquired SDG group.Alten S.A. (ENXTPA:ATE) acquired SDG group on November 13, 2020. SDG group achieved a revenue of €76 million in 2020 with an operating profitability over 10%. Alten S.A. (ENXTPA:ATE) completed the acquisition of SDG group on November 13, 2020.Valuation Update With 7 Day Price Move • Nov 13Market bids up stock over the past weekAfter last week's 16% share price gain to €85.80, the stock is trading at a trailing P/E ratio of 20.3x, up from the previous P/E ratio of 17.5x. This compares to an average P/E of 28x in the IT industry in Germany. Total returns to shareholders over the past three years are 24%.Valuation Update With 7 Day Price Move • Nov 11Market bids up stock over the past weekAfter last week's 24% share price gain to €87.35, the stock is trading at a trailing P/E ratio of 20x, up from the previous P/E ratio of 16.1x. This compares to an average P/E of 28x in the IT industry in Germany. Total returns to shareholders over the past three years are 24%.Is New 90 Day High Low • Nov 11New 90-day high: €87.35The company is up 25% from its price of €69.85 on 12 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €33.30 per share.Valuation Update With 7 Day Price Move • Oct 29Market pulls back on stock over the past weekAfter last week's 18% share price decline to €66.60, the stock is trading at a trailing P/E ratio of 15.9x, down from the previous P/E ratio of 19.4x. This compares to an average P/E of 24x in the IT industry in Germany. Total return to shareholders over the past three years is a loss of 9.4%.Reported Earnings • Sep 27First half earnings releasedOver the last 12 months the company has reported total profits of €148.5m, down 6.8% from the prior year. Total revenue was €2.57b over the last 12 months, up 4.4% from the prior year.お知らせ • Sep 18Alten S.A. (ENXTPA:ATE) acquired Ap Solutions Co.,Ltd.Alten S.A. (ENXTPA:ATE) acquired Ap Solutions Co.,Ltd on September 17, 2020. Equiteq acted as M&A and strategic advisor to Alten in the transaction. Alten S.A. (ENXTPA:ATE) completed the acquisition of Ap Solutions Co.,Ltd on September 17, 2020.財務状況分析短期負債: AN3の 短期資産 ( €1.9B ) が 短期負債 ( €1.2B ) を超えています。長期負債: AN3の短期資産 ( €1.9B ) が 長期負債 ( €249.5M ) を上回っています。デット・ツー・エクイティの歴史と分析負債レベル: AN3総負債よりも多くの現金を保有しています。負債の削減: AN3の負債対資本比率は、過去 5 年間で0%から3%に増加しました。債務返済能力: AN3の負債は 営業キャッシュフロー によって 十分にカバー されています ( 492.7% )。インタレストカバレッジ: AN3支払う利息よりも稼ぐ利息の方が多いので、利息支払い の補償は問題になりません。貸借対照表健全な企業の発掘7D1Y7D1Y7D1YSoftware 業界の健全な企業。View Dividend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 20:33終値2026/05/21 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Alten S.A. 8 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。13 アナリスト機関Anna PatriceBerenbergDerric MarconBernsteinBen Castillo-BernausBNP Paribas10 その他のアナリストを表示
Declared Dividend • May 20Dividend of €1.50 announcedDividend of €1.50 is the same as last year. Ex-date: 22nd June 2026 Payment date: 24th June 2026 Dividend yield will be 2.4%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 85% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 07Alten S.A., Annual General Meeting, Jun 18, 2026Alten S.A., Annual General Meeting, Jun 18, 2026. Location: 28 avenue andre morizet, boulogne billancourt France
お知らせ • Oct 24Alten S.A. to Report Q4, 2025 Results on Jan 29, 2026Alten S.A. announced that they will report Q4, 2025 results on Jan 29, 2026
お知らせ • Oct 10+ 1 more updateAlten S.A. Announces CEO ChangesSimon Azoulay, Chairman and CEO, and the Board of Directors of ALTEN are pleased to announced that, in accordance with Mr. Simon Azoulay's wishes, the Board of Directors has decided on 8 October 2025 to separate the roles of Chairman and Chief Executive Officer of ALTEN. The Board has therefore decided following the recommendation of the Remuneration and Nomination Committee to appoint Mr. Cyril Malargé as Chief Executive Officer. These decisions will be effective no later than 31 January 2026, after Mr. Cyril Malargé has been released from his current duties. Cyril Malargé, 52, has served as Chief Executive Officer of Sopra Steria since 2022, where he has spent most of his career. A graduate of the Ecole Spéciale de Mécanique et d'Electricité (ESME) and holding a PhD in Electrical Engineering, Cyril Malargé began his career at Bel Groupe before becoming CIO of Lafont. He joined Sopra Steria in 2002 as Director of Major Industrial Accounts Projects. In 2008, he was appointed Director of the France Industry & Services Business Unit. In 2015, he joined the Sopra Steria Executive Committee as Executive Director in charge of Consulting, Systems Integration, and Infrastructure Management. From 2020 to 2022, he served as Chief Operating Officer (COO) of the Sopra Steria Group.
お知らせ • May 02Alten S.A., Annual General Meeting, Jun 12, 2025Alten S.A., Annual General Meeting, Jun 12, 2025. Location: 28 avenue andre morizet, boulogne billancourt France
お知らせ • Apr 30Alten S.A. announces Annual dividend, payable on June 18, 2025Alten S.A. announced Annual dividend of EUR 1.5000 per share payable on June 18, 2025, ex-date on June 16, 2025 and record date on June 17, 2025.
お知らせ • Dec 02Alten S.A. (ENXTPA:ATE) completed the acquisition of Wordgrid Solutions Limited from Atos SE (ENXTPA:ATO).Alten S.A. (ENXTPA:ATE) signed a Share and Asset Purchase Agreement to acquire Worldgrid Solutions Limited from Atos SE (ENXTPA:ATO) for an enterprise value of €270 million on November 5, 2024. For the year ended on December 31, 2023, Worldgrid Solutions realized revenue of €170 million. The necessary social processes with employee representative bodies have been finalized, and regulatory approvals have been obtained. The transaction is expected to close before the end of 2024. Alten S.A. (ENXTPA:ATE) completed the acquisition of Wordgrid Solutions Limited from Atos SE (ENXTPA:ATO) on December 2, 2024.
お知らせ • Nov 05Alten S.A. (ENXTPA:ATE) signed a Share and Asset Purchase Agreement to acquire Worldgrid Solutions Limited from Atos SE (ENXTPA:ATO) for €270 million.Alten S.A. (ENXTPA:ATE) signed a Share and Asset Purchase Agreement to acquire Worldgrid Solutions Limited from Atos SE (ENXTPA:ATO) for €270 million on November 5, 2024. The necessary social processes with employee representative bodies have been finalized, and regulatory approvals have been obtained. The transaction is expected to close before the end of 2024.
お知らせ • Oct 25Alten S.A. to Report Fiscal Year 2024 Results on Feb 21, 2025Alten S.A. announced that they will report fiscal year 2024 results at 5:40 PM, Central European Standard Time on Feb 21, 2025
Reported Earnings • Sep 22First half 2024 earnings released: EPS: €3.40 (vs €3.25 in 1H 2023)First half 2024 results: EPS: €3.40 (up from €3.25 in 1H 2023). Revenue: €2.11b (up 2.9% from 1H 2023). Net income: €118.2m (up 6.4% from 1H 2023). Profit margin: 5.6% (up from 5.4% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
お知らせ • Sep 20Alten S.A. to Report Q3, 2024 Results on Oct 24, 2024Alten S.A. announced that they will report Q3, 2024 results After-Market on Oct 24, 2024
Upcoming Dividend • Jun 17Upcoming dividend of €1.50 per shareEligible shareholders must have bought the stock before 24 June 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.3%).
Buy Or Sell Opportunity • May 31Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to €118. The fair value is estimated to be €149, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 37%. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
Reported Earnings • Apr 30Full year 2023 earnings released: EPS: €6.80 (vs €13.46 in FY 2022)Full year 2023 results: EPS: €6.80 (down from €13.46 in FY 2022). Revenue: €4.07b (up 7.6% from FY 2022). Net income: €233.2m (down 49% from FY 2022). Profit margin: 5.7% (down from 12% in FY 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 8.8% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 26Full year 2023 earnings releasedFull year 2023 results: Revenue: €4.07b (up 7.6% from FY 2022). Net income: €233.2m (down 49% from FY 2022). Profit margin: 5.7% (down from 12% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the IT industry in Germany.
お知らせ • Nov 07Alten S.A. (ENXTPA:ATE) acquired East Japan Institute of Technology Co.,Ltd. from Ant Bridge No.4-A Private Equity Secondary Investment Fund, Limited Partnership, managed by Ant Capital Partners Co., Ltd.Alten S.A. (ENXTPA:ATE) acquired East Japan Institute of Technology Co.,Ltd. from Ant Bridge No.4-A Private Equity Secondary Investment Fund, Limited Partnership, managed by Ant Capital Partners Co., Ltd. on October 31, 2023. East Japan Institute of Technology has reported sales of ¥6.33 billion for year ending June 2023. Alten S.A. (ENXTPA:ATE) completed the acquisition of East Japan Institute of Technology Co.,Ltd. from Ant Bridge No.4-A Private Equity Secondary Investment Fund, Limited Partnership, managed by Ant Capital Partners Co., Ltd. on October 31, 2023.
お知らせ • Oct 20+ 3 more updatesAlten S.A. to Report Q2, 2024 Results on Jul 25, 2024Alten S.A. announced that they will report Q2, 2024 results on Jul 25, 2024
お知らせ • Oct 13Alten S.A. to Report Q4, 2023 Results on Jan 25, 2024Alten S.A. announced that they will report Q4, 2023 results on Jan 25, 2024
Reported Earnings • Sep 26First half 2023 earnings released: EPS: €3.25 (vs €4.09 in 1H 2022)First half 2023 results: EPS: €3.25 (down from €4.09 in 1H 2022). Revenue: €2.05b (up 12% from 1H 2022). Net income: €111.1m (down 20% from 1H 2022). Profit margin: 5.4% (down from 7.6% in 1H 2022). Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Sep 19Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be €164, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 41%. For the next 3 years, revenue is forecast to grow by 8.0% per annum. Earnings is forecast to decline by 9.3% per annum over the same time period.
Buying Opportunity • Aug 25Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be €157, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 41%. For the next 3 years, revenue is forecast to grow by 8.0% per annum. Earnings is forecast to decline by 9.9% per annum over the same time period.
お知らせ • Aug 03Alten S.A. (ENXTPA:ATE) acquired Accord Global Technology Solutions Private Limited from Accord Group.Alten S.A. (ENXTPA:ATE) acquired Accord Global Technology Solutions Private Limited from Accord Group on August 2, 2023.Alten S.A. (ENXTPA:ATE) completed the acquisition of Accord Global Technology Solutions Private Limited from Accord Group on August 2, 2023.
Upcoming Dividend • Jun 27Upcoming dividend of €1.50 per share at 1.1% yieldEligible shareholders must have bought the stock before 04 July 2023. Payment date: 06 July 2023. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.3%).
Reported Earnings • Feb 27Full year 2022 earnings releasedFull year 2022 results: Revenue: €3.78b (up 29% from FY 2021). Net income: €457.6m (up 120% from FY 2021). Profit margin: 12% (up from 7.1% in FY 2021). Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the IT industry in Germany.
お知らせ • Jan 07Alten S.A. (ENXTPA:ATE) completed the acquisition of QUALITANCE.Alten S.A. (ENXTPA:ATE) signed an agreement to acquire QUALITANCE from the owners Radu Constantinescu and Ioan Iacob on September 28, 2022. The transaction is subject to approval from the Romanian Competition Authority, the anti-trust body of Romania. The transaction is expected to close by the end of 2022. As a result of the transaction, ALTEN Group is expecting to reinforce its presence in Romania as well as increase its capabilities in serving clients across Central and Eastern Europe. Alina Stavaru and Cezara Urzica of Radu Taracila Padurari Retevoescu SCA acted as the legal advisor to QUALITANCE. Accendo (Romania) acted as the financial advisor to QUALITANCE. The acquisition has been approved by the Romanian Competition Council. Alten S.A. (ENXTPA:ATE) completed the acquisition of QUALITANCE on January 3, 2023.
Buying Opportunity • Dec 17Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 1.5%. The fair value is estimated to be €149, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 7.5% per annum. Earnings is also forecast to grow by 6.3% per annum over the same time period.
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Director Maryvonne Labeille was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Oct 20+ 2 more updatesAlten S.A., Annual General Meeting, Jun 30, 2023Alten S.A., Annual General Meeting, Jun 30, 2023.
お知らせ • Sep 30Alten S.A. (ENXTPA:ATE) signed an agreement to acquire QUALITANCE from the owners Radu Constantinescu and Ioan Iacob.Alten S.A. (ENXTPA:ATE) signed an agreement to acquire QUALITANCE from the owners Radu Constantinescu and Ioan Iacob on September 28, 2022. The transaction is subject to approval from the Romanian Competition Authority, the anti-trust body of Romania. The transaction is expected to close by the end of 2022. As a result of the transaction, ALTEN Group is expecting to reinforce its presence in Romania as well as increase its capabilities in serving clients across Central and Eastern Europe. Alina Stavaru and Cezara Urzica of Radu Taracila Padurari Retevoescu SCA acted as the legal advisor to QUALITANCE. Accendo (Romania) acted as the financial advisor to QUALITANCE.
Reported Earnings • Sep 24First half 2022 earnings released: EPS: €0 (vs €2.64 in 1H 2021)First half 2022 results: EPS: €0. Revenue: €1.83b (up 31% from 1H 2021). Net income: €139.0m (up 56% from 1H 2021). Profit margin: 7.6% (up from 6.4% in 1H 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 10% growth forecast for the IT industry in Germany.
Upcoming Dividend • Jun 20Upcoming dividend of €1.30 per shareEligible shareholders must have bought the stock before 27 June 2022. Payment date: 29 June 2022. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (1.6%).
お知らせ • May 24Alten S.A. (ENXTPA:ATE) agreed to acquire Methods Corporate Limited.Alten S.A. (ENXTPA:ATE) agreed to acquire Methods Corporate Limited on May 23, 2022.
Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Director Maryvonne Labeille was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Feb 27Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: €2.93b (up 25% from FY 2020). Net income: €207.9m (up 112% from FY 2020). Profit margin: 7.1% (up from 4.2% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 16%, compared to a 16% growth forecast for the industry in Germany.
お知らせ • Feb 02Alten S.A. (ENXTPA:ATE) acquired CleverTask Solutions SL.Alten S.A. (ENXTPA:ATE) acquired CleverTask Solutions SL on January 30, 2022. Alten S.A. (ENXTPA:ATE) completed the acquisition of CleverTask Solutions SL on January 30, 2022.
Reported Earnings • Sep 24First half 2021 earnings released: EPS €2.64 (vs €1.80 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €1.40b (up 13% from 1H 2020). Net income: €89.3m (up 47% from 1H 2020). Profit margin: 6.4% (up from 4.9% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Jul 30Investor sentiment improved over the past weekAfter last week's 16% share price gain to €134, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 28x in the IT industry in Germany. Total returns to shareholders of 59% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €83.40 per share.
Upcoming Dividend • May 26Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 02 June 2021. Payment date: 04 June 2021. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (1.2%).
お知らせ • Mar 10Alten S.A., Annual General Meeting, May 28, 2021Alten S.A., Annual General Meeting, May 28, 2021.
Reported Earnings • Feb 27Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €2.33b (down 11% from FY 2019). Net income: €98.0m (down 40% from FY 2019). Profit margin: 4.2% (down from 6.3% in FY 2019). The decrease in margin was driven by lower revenue.
Analyst Estimate Surprise Post Earnings • Feb 27Revenue misses expectationsRevenue missed analyst estimates by 0.1%. Over the next year, revenue is forecast to grow 8.0%, compared to a 12% growth forecast for the IT industry in Germany.
Is New 90 Day High Low • Feb 25New 90-day low: €85.65The company is down 8.0% from its price of €92.70 on 27 November 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €41.43 per share.
お知らせ • Feb 18+ 1 more updateAlten S.A. to Report First Half, 2021 Results on Sep 22, 2021Alten S.A. announced that they will report first half, 2021 results on Sep 22, 2021
お知らせ • Jan 16Alten S.A. (ENXTPA:ATE) acquired ITSector - Sistemas de Informacao, S .A.Alten S.A. (ENXTPA:ATE) acquired ITSector - Sistemas de Informacao, S .A. n January 14, 2020. Renato Oliveira will continue to lead ITSector. The entire executive team of ITSector will remain in office, with Renato Oliveira as Chief Executive Office of the company. Alten S.A. (ENXTPA:ATE) completed the acquisition of ITSector - Sistemas de Informacao, S .A. n January 14, 2020.
Is New 90 Day High Low • Dec 19New 90-day high: €96.80The company is up 33% from its price of €72.80 on 18 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €37.81 per share.
お知らせ • Nov 14Alten S.A. (ENXTPA:ATE) acquired SDG group.Alten S.A. (ENXTPA:ATE) acquired SDG group on November 13, 2020. SDG group achieved a revenue of €76 million in 2020 with an operating profitability over 10%. Alten S.A. (ENXTPA:ATE) completed the acquisition of SDG group on November 13, 2020.
Valuation Update With 7 Day Price Move • Nov 13Market bids up stock over the past weekAfter last week's 16% share price gain to €85.80, the stock is trading at a trailing P/E ratio of 20.3x, up from the previous P/E ratio of 17.5x. This compares to an average P/E of 28x in the IT industry in Germany. Total returns to shareholders over the past three years are 24%.
Valuation Update With 7 Day Price Move • Nov 11Market bids up stock over the past weekAfter last week's 24% share price gain to €87.35, the stock is trading at a trailing P/E ratio of 20x, up from the previous P/E ratio of 16.1x. This compares to an average P/E of 28x in the IT industry in Germany. Total returns to shareholders over the past three years are 24%.
Is New 90 Day High Low • Nov 11New 90-day high: €87.35The company is up 25% from its price of €69.85 on 12 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €33.30 per share.
Valuation Update With 7 Day Price Move • Oct 29Market pulls back on stock over the past weekAfter last week's 18% share price decline to €66.60, the stock is trading at a trailing P/E ratio of 15.9x, down from the previous P/E ratio of 19.4x. This compares to an average P/E of 24x in the IT industry in Germany. Total return to shareholders over the past three years is a loss of 9.4%.
Reported Earnings • Sep 27First half earnings releasedOver the last 12 months the company has reported total profits of €148.5m, down 6.8% from the prior year. Total revenue was €2.57b over the last 12 months, up 4.4% from the prior year.
お知らせ • Sep 18Alten S.A. (ENXTPA:ATE) acquired Ap Solutions Co.,Ltd.Alten S.A. (ENXTPA:ATE) acquired Ap Solutions Co.,Ltd on September 17, 2020. Equiteq acted as M&A and strategic advisor to Alten in the transaction. Alten S.A. (ENXTPA:ATE) completed the acquisition of Ap Solutions Co.,Ltd on September 17, 2020.