View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsBeta Systems Software 将来の成長Future 基準チェック /46Beta Systems Softwareは、32.4%と6.7%でそれぞれ年率32.4%で利益と収益が成長すると予測される一方、EPSはgrowで32.5%年率。主要情報32.4%収益成長率32.47%EPS成長率Software 収益成長15.9%収益成長率6.7%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日19 Feb 2025今後の成長に関する最新情報Major Estimate Revision • Jun 13Consensus EPS estimates fall by 48%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €78.3m to €76.5m. EPS estimate also fell from €0.89 per share to €0.46 per share. Net income forecast to grow 108% next year vs 17% growth forecast for Software industry in Germany. Consensus price target down from €43.00 to €36.60. Share price fell 2.8% to €28.20 over the past week.すべての更新を表示Recent updates分析記事 • Mar 12Revenues Not Telling The Story For Beta Systems Software AG (FRA:BSS) After Shares Rise 34%The Beta Systems Software AG ( FRA:BSS ) share price has done very well over the last month, posting an excellent gain...分析記事 • Mar 12Optimistic Investors Push Beta Systems Software AG (FRA:BSS) Shares Up 34% But Growth Is LackingThe Beta Systems Software AG ( FRA:BSS ) share price has done very well over the last month, posting an excellent gain...お知らせ • Feb 11Beta Systems Software AG, Annual General Meeting, Mar 20, 2025Beta Systems Software AG, Annual General Meeting, Mar 20, 2025, at 10:00 W. Europe Standard Time.お知らせ • Jul 09Beta Systems Software AG' ANOW! Automation and Orchestration Solution Is Now Available on AWS MarketplaceBeta Systems Software AG announced a significant development in its cloud strategy with the release of its product, ANOW!, on the AWS Marketplace, thereby expanding access to a broader audience of cloud customers worldwide. The Software as a Service (SaaS) offering for ANOW! a leading service automation and orchestration solution, is now officially available on the AWS Marketplace. This catalog of third-party software and services that run on the AWS allows cloud users to subscribe the product as a service. The service usage charges are included in the customers' AWS bill, which reduces the procurement and billing complexities. With ANOW! SaaS offering, organizations can fully rely on Beta Systems' hosting and operations services on AWS to automate and orchestrate their complex, hybrid environments in a streamlined and hassle-free way. ANOW! is the most innovative workload automation product on the market according to independent industry analysts. The one-click-away concept, web-based interface, self-service, and collaboration features make ANOW! a solution that democratizes access to automation and its advantages, empowering both IT and non-technical users with the necessary tools and information. ANOW! effectively addresses the challenges of managing hybrid- and multi-cloud environments, such as insufficient integration and monitoring, and limited prediction, forecasting, and diagnostic capabilities. It provides a single point of cross-platform management across the entire enterprise ecosystem and helps control cloud usage costs. Since becoming an official AWS partner in March 2024, Beta Systems has aimed to enhance its presence in the cloud ecosystem by leveraging the vast network and opportunities available to members of the Amazon Partner Network (APN). Offering ANOW! in the AWS Marketplace represents a natural progression in this partnership enabling co-selling activities between AWS and Beta Systems.お知らせ • Jul 02Beta Systems Unveils Lighthouse Program for Data Center SolutionsThe Lighthouse program unveils the next generation of Beta Systems Software AG product portfolio for Data Centers infrastructure and operations. The update of Beta Systems’ data center intelligence products serves market needs with a wide range of exciting new features that significantly improve the efficiency, flexibility, and security of IT infrastructure operations. The company has incorporated hundreds of customer-driven product enhancements that reflect market trends, operational needs, and data-driven user insights. By leveraging AI and the latest architecture level, product efficiency is being optimized to harness the full processing power of the IBM mainframe. With the support of new mainframe features like z/OSMF or zCX, Beta Systems opens its products for non-z/OS consumers. With an open flexible but standardized API approach, a maximum on containerization of non-mainframe products and a cohesive, modern user experience across the entire product portfolio, the Lighthouse program integrates the IBM mainframe and Beta Systems’ portfolio seamlessly into hybrid cloud scenarios. This allows organizations to leverage the strengths of their existing IT infrastructure while reaping the benefits of modern cloud technologies and simplifying workload management between mainframe and hybrid cloud solutions. In addition, the Lighthouse product suite also includes new cloud native products most notable the market leading services orchestration and automation platform ANOW!. As one of Beta Systems’ first cloud products, ANOW! is offered as an on-premise private cloud as well as a SaaS option. All non-mainframe cloud products will be made available on cloud marketplaces starting with the AWS marketplace to address future needs on products deployment and consumption while opening up for new customer segments. The Lighthouse Generation will be available as of 1 July 2024.Major Estimate Revision • Jun 13Consensus EPS estimates fall by 48%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €78.3m to €76.5m. EPS estimate also fell from €0.89 per share to €0.46 per share. Net income forecast to grow 108% next year vs 17% growth forecast for Software industry in Germany. Consensus price target down from €43.00 to €36.60. Share price fell 2.8% to €28.20 over the past week.Reported Earnings • May 27First half 2024 earnings released: EPS: €0.41 (vs €1.50 in 1H 2023)First half 2024 results: EPS: €0.41 (down from €1.50 in 1H 2023). Revenue: €81.2m (up 71% from 1H 2023). Net income: €3.81m (down 45% from 1H 2023). Profit margin: 4.7% (down from 15% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Mar 14Upcoming dividend of €0.04 per shareEligible shareholders must have bought the stock before 21 March 2024. Payment date: 25 March 2024. Trailing yield: 0.1%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (1.2%).Reported Earnings • Feb 03Full year 2023 earnings released: EPS: €1.46 (vs €2.78 in FY 2022)Full year 2023 results: EPS: €1.46 (down from €2.78 in FY 2022). Revenue: €77.1m (down 11% from FY 2022). Net income: €6.73m (down 48% from FY 2022). Profit margin: 8.7% (down from 15% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 4% per year.Buying Opportunity • Dec 23Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 21%. The fair value is estimated to be €42.10, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings is also forecast to grow by 1.1% per annum over the same time period.New Risk • Dec 12New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended March 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported March 2023 fiscal period end). Share price has been volatile over the past 3 months (7.3% average weekly change). Profit margins are more than 30% lower than last year (11% net profit margin).お知らせ • Nov 15Easy Software AG (HMSE:ESY) signed an agreement to acquire PROXESS Holding GmbH from Beta Systems Software AG (DB:BSS) for €14.9 million. Easy Software AG (HMSE:ESY) signed an agreement to acquire PROXESS Holding GmbH from Beta Systems Software AG (DB:BSS) for €14.9 million on November 13, 2023.The deal is expected to close on November 16.Valuation Update With 7 Day Price Move • Oct 06Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €33.20, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 25x in the Software industry in Germany. Total returns to shareholders of 28% over the past three years.お知らせ • Oct 06Beta Systems Software AG (DB:BSS) acquired InfiniteDATA Sp. z o. o.Beta Systems Software AG (DB:BSS) acquired InfiniteDATA Sp. z o. o. on October 4, 2023. InfiniteDATA becomes part of Beta Systems Software. Mark Sapsford of Cap Equity Advisors acted as advisor to InfiniteDATA. Beta Systems Software AG (DB:BSS) completed the acquisition of InfiniteDATA Sp. z o. o. on October 4, 2023.New Risk • Jul 03New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 11% Last year net profit margin: 17% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 3.2% per year for the foreseeable future. Minor Risks Profit margins are more than 30% lower than last year (11% net profit margin). Shareholders have been diluted in the past year (4.0% increase in shares outstanding).Upcoming Dividend • Mar 23Upcoming dividend of €0.04 per share at 0.1% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 03 April 2023. Trailing yield: 0.1%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (1.8%).Reported Earnings • Jan 26Full year 2022 earnings released: EPS: €2.78 (vs €1.72 in FY 2021)Full year 2022 results: EPS: €2.78 (up from €1.72 in FY 2021). Revenue: €87.5m (up 20% from FY 2021). Net income: €12.9m (up 59% from FY 2021). Profit margin: 15% (up from 11% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 22% per year.お知らせ • Jan 19Beta Systems Software AG to Report Fiscal Year 2022 Results on Jan 18, 2023Beta Systems Software AG announced that they will report fiscal year 2022 results on Jan 18, 2023分析記事 • Jul 08Is Beta Systems Software (FRA:BSS) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Reported Earnings • May 23First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €4.33m from profit in 1H 2021). Profit margin: (down from 12% in 1H 2021). The decrease in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 17Upcoming dividend of €0.21 per shareEligible shareholders must have bought the stock before 24 March 2022. Payment date: 28 March 2022. Payout ratio is a comfortable 12% but the company is not cash flow positive. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (1.8%).分析記事 • Jan 25The Returns At Beta Systems Software (FRA:BSS) Aren't GrowingIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...分析記事 • Aug 05Returns On Capital At Beta Systems Software (FRA:BSS) Have Hit The BrakesIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Upcoming Dividend • May 20Upcoming dividend of €0.21 per shareEligible shareholders must have bought the stock before 27 May 2021. Payment date: 31 May 2021. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (1.6%).お知らせ • May 05An undisclosed buyer acquired LYNET Kommunikation AG from Beta Systems Software AG (DB:BSS).An undisclosed buyer acquired LYNET Kommunikation AG from Beta Systems Software AG (DB:BSS) on May 3, 2021. An undisclosed buyer completed the acquisition of LYNET Kommunikation AG from Beta Systems Software AG (DB:BSS) on May 3, 2021.分析記事 • Apr 29Why Beta Systems Software AG (FRA:BSS) Is A Top Dividend StockDividend paying stocks like Beta Systems Software AG ( FRA:BSS ) tend to be popular with investors, and for good reason...分析記事 • Apr 08Returns Are Gaining Momentum At Beta Systems Software (FRA:BSS)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...分析記事 • Mar 18If You Had Bought Beta Systems Software (FRA:BSS) Stock Five Years Ago, You Could Pocket A 195% Gain TodayWhen you buy a stock there is always a possibility that it could drop 100%. But on the bright side, you can make far...Is New 90 Day High Low • Mar 16New 90-day high: €28.40The company is up 5.0% from a price of €27.00 on 16 December 2020. Underperformed the German market, which is up 9.0% over the last 90 days. Exceeded the Software industry, which is up 2.0% over the same period.分析記事 • Feb 28Is Beta Systems Software AG's (FRA:BSS) Stock's Recent Performance Being Led By Its Attractive Financial Prospects?Beta Systems Software's (FRA:BSS) stock is up by a considerable 7.0% over the past month. Given that the market rewards...分析記事 • Feb 10Beta Systems Software (FRA:BSS) Could Easily Take On More DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Is New 90 Day High Low • Feb 04New 90-day high: €28.00The company is up 10.0% from its price of €25.40 on 06 November 2020. The German market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 11% over the same period.Reported Earnings • Jan 24Full year 2020 earnings released: EPS €1.92The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €73.4m (up 38% from FY 2019). Net income: €9.18m (up 52% from FY 2019). Profit margin: 13% (up from 11% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.分析記事 • Jan 24Beta Systems Software AG (FRA:BSS) Has Got What It Takes To Be An Attractive Dividend StockDividend paying stocks like Beta Systems Software AG ( FRA:BSS ) tend to be popular with investors, and for good reason...お知らせ • Jan 20Beta Systems Software AG to Report First Half, 2021 Results on May 21, 2021Beta Systems Software AG announced that they will report first half, 2021 results on May 21, 2021Is New 90 Day High Low • Jan 20New 90-day high: €27.60The company is up 10.0% from its price of €25.20 on 22 October 2020. The German market is up 11% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Software industry, which is down 13% over the same period.分析記事 • Dec 02Beta Systems Software (FRA:BSS) Shareholders Have Enjoyed An Impressive 226% Share Price GainThe most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But on the bright side, you...業績と収益の成長予測DB:BSS - アナリストの将来予測と過去の財務データ ( )EUR 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9/30/20271051291619/30/202695851219/30/20258546713/31/202580189N/A12/31/202479099N/A9/30/202477-11010N/A6/30/202474-278N/A3/31/202472056N/A12/31/202374356N/A9/30/202376756N/A3/31/20237091415N/A12/31/202273101315N/A9/30/202276121314N/A6/30/202285141314N/A3/31/202284141314N/A12/31/202179111415N/A9/30/20217381516N/A6/30/20217281516N/A3/31/20217171517N/A12/31/20207181416N/A9/30/20207291314N/A6/30/20206891113N/A3/31/20206481012N/A12/31/2019597810N/A9/30/201953678N/A6/30/201951589N/A3/31/2019483910N/A12/31/2018474N/A9N/A9/30/2018464N/A8N/A6/30/2018443N/A7N/A3/31/2018422N/A5N/A12/31/2017465N/A5N/A9/30/2017508N/A5N/A6/30/20175210N/A4N/A3/31/20175312N/A2N/A12/31/2016509N/A4N/A9/30/2016465N/A5N/A6/30/2016463N/A5N/A3/31/2016461N/A5N/A12/31/2015442N/A5N/A9/30/2015423N/A4N/A6/30/2015403N/A5N/A3/31/2015384N/A6N/A12/31/2014361N/AN/AN/A9/30/201434-2N/A3N/A6/30/201436-1N/AN/AN/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: BSSの予測収益成長率 (年間32.4% ) は 貯蓄率 ( 1.3% ) を上回っています。収益対市場: BSSの収益 ( 32.4% ) はGerman市場 ( 17.1% ) よりも速いペースで成長すると予測されています。高成長収益: BSSの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: BSSの収益 ( 6.7% ) German市場 ( 6.7% ) よりも速いペースで成長すると予測されています。高い収益成長: BSSの収益 ( 6.7% ) 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: BSSの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘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2025/06/23 10:21終値2025/06/17 00:00収益2025/03/31年間収益2024/09/30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Beta Systems Software AG 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。3 アナリスト機関Norbert KalliwodaDr. Kalliwoda ResearchAdam JakubowskiSMC ResearchHarald HofWarburg Research GmbH
Major Estimate Revision • Jun 13Consensus EPS estimates fall by 48%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €78.3m to €76.5m. EPS estimate also fell from €0.89 per share to €0.46 per share. Net income forecast to grow 108% next year vs 17% growth forecast for Software industry in Germany. Consensus price target down from €43.00 to €36.60. Share price fell 2.8% to €28.20 over the past week.
分析記事 • Mar 12Revenues Not Telling The Story For Beta Systems Software AG (FRA:BSS) After Shares Rise 34%The Beta Systems Software AG ( FRA:BSS ) share price has done very well over the last month, posting an excellent gain...
分析記事 • Mar 12Optimistic Investors Push Beta Systems Software AG (FRA:BSS) Shares Up 34% But Growth Is LackingThe Beta Systems Software AG ( FRA:BSS ) share price has done very well over the last month, posting an excellent gain...
お知らせ • Feb 11Beta Systems Software AG, Annual General Meeting, Mar 20, 2025Beta Systems Software AG, Annual General Meeting, Mar 20, 2025, at 10:00 W. Europe Standard Time.
お知らせ • Jul 09Beta Systems Software AG' ANOW! Automation and Orchestration Solution Is Now Available on AWS MarketplaceBeta Systems Software AG announced a significant development in its cloud strategy with the release of its product, ANOW!, on the AWS Marketplace, thereby expanding access to a broader audience of cloud customers worldwide. The Software as a Service (SaaS) offering for ANOW! a leading service automation and orchestration solution, is now officially available on the AWS Marketplace. This catalog of third-party software and services that run on the AWS allows cloud users to subscribe the product as a service. The service usage charges are included in the customers' AWS bill, which reduces the procurement and billing complexities. With ANOW! SaaS offering, organizations can fully rely on Beta Systems' hosting and operations services on AWS to automate and orchestrate their complex, hybrid environments in a streamlined and hassle-free way. ANOW! is the most innovative workload automation product on the market according to independent industry analysts. The one-click-away concept, web-based interface, self-service, and collaboration features make ANOW! a solution that democratizes access to automation and its advantages, empowering both IT and non-technical users with the necessary tools and information. ANOW! effectively addresses the challenges of managing hybrid- and multi-cloud environments, such as insufficient integration and monitoring, and limited prediction, forecasting, and diagnostic capabilities. It provides a single point of cross-platform management across the entire enterprise ecosystem and helps control cloud usage costs. Since becoming an official AWS partner in March 2024, Beta Systems has aimed to enhance its presence in the cloud ecosystem by leveraging the vast network and opportunities available to members of the Amazon Partner Network (APN). Offering ANOW! in the AWS Marketplace represents a natural progression in this partnership enabling co-selling activities between AWS and Beta Systems.
お知らせ • Jul 02Beta Systems Unveils Lighthouse Program for Data Center SolutionsThe Lighthouse program unveils the next generation of Beta Systems Software AG product portfolio for Data Centers infrastructure and operations. The update of Beta Systems’ data center intelligence products serves market needs with a wide range of exciting new features that significantly improve the efficiency, flexibility, and security of IT infrastructure operations. The company has incorporated hundreds of customer-driven product enhancements that reflect market trends, operational needs, and data-driven user insights. By leveraging AI and the latest architecture level, product efficiency is being optimized to harness the full processing power of the IBM mainframe. With the support of new mainframe features like z/OSMF or zCX, Beta Systems opens its products for non-z/OS consumers. With an open flexible but standardized API approach, a maximum on containerization of non-mainframe products and a cohesive, modern user experience across the entire product portfolio, the Lighthouse program integrates the IBM mainframe and Beta Systems’ portfolio seamlessly into hybrid cloud scenarios. This allows organizations to leverage the strengths of their existing IT infrastructure while reaping the benefits of modern cloud technologies and simplifying workload management between mainframe and hybrid cloud solutions. In addition, the Lighthouse product suite also includes new cloud native products most notable the market leading services orchestration and automation platform ANOW!. As one of Beta Systems’ first cloud products, ANOW! is offered as an on-premise private cloud as well as a SaaS option. All non-mainframe cloud products will be made available on cloud marketplaces starting with the AWS marketplace to address future needs on products deployment and consumption while opening up for new customer segments. The Lighthouse Generation will be available as of 1 July 2024.
Major Estimate Revision • Jun 13Consensus EPS estimates fall by 48%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €78.3m to €76.5m. EPS estimate also fell from €0.89 per share to €0.46 per share. Net income forecast to grow 108% next year vs 17% growth forecast for Software industry in Germany. Consensus price target down from €43.00 to €36.60. Share price fell 2.8% to €28.20 over the past week.
Reported Earnings • May 27First half 2024 earnings released: EPS: €0.41 (vs €1.50 in 1H 2023)First half 2024 results: EPS: €0.41 (down from €1.50 in 1H 2023). Revenue: €81.2m (up 71% from 1H 2023). Net income: €3.81m (down 45% from 1H 2023). Profit margin: 4.7% (down from 15% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Mar 14Upcoming dividend of €0.04 per shareEligible shareholders must have bought the stock before 21 March 2024. Payment date: 25 March 2024. Trailing yield: 0.1%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (1.2%).
Reported Earnings • Feb 03Full year 2023 earnings released: EPS: €1.46 (vs €2.78 in FY 2022)Full year 2023 results: EPS: €1.46 (down from €2.78 in FY 2022). Revenue: €77.1m (down 11% from FY 2022). Net income: €6.73m (down 48% from FY 2022). Profit margin: 8.7% (down from 15% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 4% per year.
Buying Opportunity • Dec 23Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 21%. The fair value is estimated to be €42.10, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings is also forecast to grow by 1.1% per annum over the same time period.
New Risk • Dec 12New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended March 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported March 2023 fiscal period end). Share price has been volatile over the past 3 months (7.3% average weekly change). Profit margins are more than 30% lower than last year (11% net profit margin).
お知らせ • Nov 15Easy Software AG (HMSE:ESY) signed an agreement to acquire PROXESS Holding GmbH from Beta Systems Software AG (DB:BSS) for €14.9 million. Easy Software AG (HMSE:ESY) signed an agreement to acquire PROXESS Holding GmbH from Beta Systems Software AG (DB:BSS) for €14.9 million on November 13, 2023.The deal is expected to close on November 16.
Valuation Update With 7 Day Price Move • Oct 06Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €33.20, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 25x in the Software industry in Germany. Total returns to shareholders of 28% over the past three years.
お知らせ • Oct 06Beta Systems Software AG (DB:BSS) acquired InfiniteDATA Sp. z o. o.Beta Systems Software AG (DB:BSS) acquired InfiniteDATA Sp. z o. o. on October 4, 2023. InfiniteDATA becomes part of Beta Systems Software. Mark Sapsford of Cap Equity Advisors acted as advisor to InfiniteDATA. Beta Systems Software AG (DB:BSS) completed the acquisition of InfiniteDATA Sp. z o. o. on October 4, 2023.
New Risk • Jul 03New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 11% Last year net profit margin: 17% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 3.2% per year for the foreseeable future. Minor Risks Profit margins are more than 30% lower than last year (11% net profit margin). Shareholders have been diluted in the past year (4.0% increase in shares outstanding).
Upcoming Dividend • Mar 23Upcoming dividend of €0.04 per share at 0.1% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 03 April 2023. Trailing yield: 0.1%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (1.8%).
Reported Earnings • Jan 26Full year 2022 earnings released: EPS: €2.78 (vs €1.72 in FY 2021)Full year 2022 results: EPS: €2.78 (up from €1.72 in FY 2021). Revenue: €87.5m (up 20% from FY 2021). Net income: €12.9m (up 59% from FY 2021). Profit margin: 15% (up from 11% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 22% per year.
お知らせ • Jan 19Beta Systems Software AG to Report Fiscal Year 2022 Results on Jan 18, 2023Beta Systems Software AG announced that they will report fiscal year 2022 results on Jan 18, 2023
分析記事 • Jul 08Is Beta Systems Software (FRA:BSS) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Reported Earnings • May 23First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €4.33m from profit in 1H 2021). Profit margin: (down from 12% in 1H 2021). The decrease in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 17Upcoming dividend of €0.21 per shareEligible shareholders must have bought the stock before 24 March 2022. Payment date: 28 March 2022. Payout ratio is a comfortable 12% but the company is not cash flow positive. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (1.8%).
分析記事 • Jan 25The Returns At Beta Systems Software (FRA:BSS) Aren't GrowingIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
分析記事 • Aug 05Returns On Capital At Beta Systems Software (FRA:BSS) Have Hit The BrakesIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Upcoming Dividend • May 20Upcoming dividend of €0.21 per shareEligible shareholders must have bought the stock before 27 May 2021. Payment date: 31 May 2021. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (1.6%).
お知らせ • May 05An undisclosed buyer acquired LYNET Kommunikation AG from Beta Systems Software AG (DB:BSS).An undisclosed buyer acquired LYNET Kommunikation AG from Beta Systems Software AG (DB:BSS) on May 3, 2021. An undisclosed buyer completed the acquisition of LYNET Kommunikation AG from Beta Systems Software AG (DB:BSS) on May 3, 2021.
分析記事 • Apr 29Why Beta Systems Software AG (FRA:BSS) Is A Top Dividend StockDividend paying stocks like Beta Systems Software AG ( FRA:BSS ) tend to be popular with investors, and for good reason...
分析記事 • Apr 08Returns Are Gaining Momentum At Beta Systems Software (FRA:BSS)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 • Mar 18If You Had Bought Beta Systems Software (FRA:BSS) Stock Five Years Ago, You Could Pocket A 195% Gain TodayWhen you buy a stock there is always a possibility that it could drop 100%. But on the bright side, you can make far...
Is New 90 Day High Low • Mar 16New 90-day high: €28.40The company is up 5.0% from a price of €27.00 on 16 December 2020. Underperformed the German market, which is up 9.0% over the last 90 days. Exceeded the Software industry, which is up 2.0% over the same period.
分析記事 • Feb 28Is Beta Systems Software AG's (FRA:BSS) Stock's Recent Performance Being Led By Its Attractive Financial Prospects?Beta Systems Software's (FRA:BSS) stock is up by a considerable 7.0% over the past month. Given that the market rewards...
分析記事 • Feb 10Beta Systems Software (FRA:BSS) Could Easily Take On More DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Is New 90 Day High Low • Feb 04New 90-day high: €28.00The company is up 10.0% from its price of €25.40 on 06 November 2020. The German market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 11% over the same period.
Reported Earnings • Jan 24Full year 2020 earnings released: EPS €1.92The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €73.4m (up 38% from FY 2019). Net income: €9.18m (up 52% from FY 2019). Profit margin: 13% (up from 11% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
分析記事 • Jan 24Beta Systems Software AG (FRA:BSS) Has Got What It Takes To Be An Attractive Dividend StockDividend paying stocks like Beta Systems Software AG ( FRA:BSS ) tend to be popular with investors, and for good reason...
お知らせ • Jan 20Beta Systems Software AG to Report First Half, 2021 Results on May 21, 2021Beta Systems Software AG announced that they will report first half, 2021 results on May 21, 2021
Is New 90 Day High Low • Jan 20New 90-day high: €27.60The company is up 10.0% from its price of €25.20 on 22 October 2020. The German market is up 11% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Software industry, which is down 13% over the same period.
分析記事 • Dec 02Beta Systems Software (FRA:BSS) Shareholders Have Enjoyed An Impressive 226% Share Price GainThe most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But on the bright side, you...