View ValuationComputacenter 将来の成長Future 基準チェック /36Computacenter利益と収益がそれぞれ年間11.8%と7.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に20.2% 11.6%なると予測されています。主要情報11.8%収益成長率11.58%EPS成長率IT 収益成長12.7%収益成長率7.6%将来の株主資本利益率20.18%アナリストカバレッジGood最終更新日28 Apr 2026今後の成長に関する最新情報お知らせ • Apr 29Computacenter plc Provides Earnings Guidance for the Full Year 2021Computacenter plc provided earnings guidance for the full year 2021. Due to the strong organic profit performance the company expected 2021 to be a year of good progress in reported profits.すべての更新を表示Recent updatesお知らせ • Apr 09Computacenter plc to Report First Half, 2026 Results on Sep 08, 2026Computacenter plc announced that they will report first half, 2026 results on Sep 08, 2026お知らせ • Mar 13+ 1 more updateComputacenter plc Proposes Final Dividend for 2025, Payable on 3 July 2026Computacenter plc proposed a final dividend for 2025 of 51.0 pence per share (2024: 47.4 pence per share). Together with the interim dividend, this brings the total ordinary dividend for 2025 to 74.6 pence per share, representing a 5.5% increase on the 2024 total dividend per share of 70.7 pence. Subject to the approval of shareholders at Annual General Meeting on 19 May 2026, the proposed dividend will be paid on Friday 3 July 2026. The dividend record date is set as Friday 5 June 2026 and the shares will be marked ex-dividend on Thursday 4 June 2026.お知らせ • Jan 22Computacenter plc to Report Fiscal Year 2025 Final Results on Mar 12, 2026Computacenter plc announced that they will report fiscal year 2025 final results on Mar 12, 2026お知らせ • Jan 09Computacenter plc (LSE:CCC) acquired AgreeYa Solutions, Inc. in a transaction with an enterprise value of $120 million.Computacenter plc (LSE:CCC) acquired AgreeYa Solutions, Inc. in a transaction with an enterprise value of $120 million on January 8, 2026. The transaction will be funded from existing cash resources. The acquisition includes the assets of the associated business, AgreeYa India. The existing AgreeYa leadership will stay to run the business which will be fully integrated, over time, into Computacenter's US and India operations. The transaction is expected to be immediately earnings accretive. The addition of AgreeYa to Computacenter North America is expected to increase Computacenter's annualised North American Professional Services revenue to over $350 million. Computacenter plc (LSE:CCC) completed the acquisition of AgreeYa Solutions, Inc. on January 8, 2026.お知らせ • Aug 21+ 1 more updateComputacenter plc Announces Appointment of Keith Mortimer as Executive Director, Effective September 1, 2025Computacenter plc announced the appointment of Keith Mortimer as Chief Financial Officer and Executive Director of the Company with effect from 1 September 2025 (the "Appointment Date"). His appointment follows a comprehensive search and selection process that considered both internal and external candidates. Keith joined Computacenter in 1999, and in his time with the Company has held senior finance and commercial roles at a Group level, including leadership of the financial reporting function and, in recent years, as the Director of Group Commercial Finance. In those roles, Keith has played a significant part in developing how we financially forecast and manage the business, and govern our contracts through their lifecycle. He also has significant systems and people experience acquired through playing a key role in the implementation of our Group ERP systems and Group Operating Model. Prior to joining Computacenter, Keith trained and qualified as a Chartered Accountant with Arthur Andersen in London. He has a first-class bachelor's degree in economics from the University of Exeter.お知らせ • May 16Computacenter plc Approves Final DividendComputacenter plc approved a final dividend of 47.4 pence per ordinary share, at its AGM held on May 15, 2025.お知らせ • Apr 10Computacenter plc to Report First Half, 2025 Results on Sep 09, 2025Computacenter plc announced that they will report first half, 2025 results on Sep 09, 2025お知らせ • Mar 19+ 1 more updateComputacenter plc Proposes Final Dividend for 2024, Payable on 4 July 2025Computacenter plc proposed a final dividend for 2024 of 47.4 pence per share (2023: 47.4 pence per share). Together with the interim dividend, this brings the total ordinary dividend for 2024 to 70.7 pence per share, representing a 1.0% increase on the 2023 total dividend per share of 70.0 pence. Subject to the approval of shareholders at Annual General Meeting on 15 May 2025, the proposed dividend will be paid on 4 July 2025. The dividend record date is set as Friday 6 June 2025 and the shares will be marked ex-dividend on 5 June 2025.お知らせ • Jan 28Computacenter plc to Report Fiscal Year 2024 Final Results on Mar 18, 2025Computacenter plc announced that they will report fiscal year 2024 final results on Mar 18, 2025お知らせ • Jan 09Computacenter plc Appoints Simon McNamara as an Independent Non-Executive DirectorComputacenter plc announced the appointment of Simon McNamara as an independent non-executive director of its board of directors, with immediate effect. Simon most recently served for ten years as Chief Administration Officer at Natwest Group, where he led the transformation of its technology and services proposition, and oversaw more than 30,000 employees across the UK, EMEA and India. Prior to joining Natwest Group, Simon was Chief Information Officer of Standard Chartered Bank Consumer Bank, based in Singapore, where he was responsible for developing and implementing the Group Technology and Operations strategy. Simon has also held a number of other senior Information Technology and Operations positions in the global financial services industry at Westpac Banking Corporation, Deutsche Bank, BNP Paribas, and Midland Bank. He was also a founding partner in a successful software start-up company, CATS INC, in Silicon Valley.お知らせ • Dec 16+ 1 more updateComputacenter plc Announces Stepped Down of Christian Jehle as Chief Financial OfficerComputacenter plc announced that Christian Jehle has stepped down from his role as the Group's chief financial officer, by mutual agreement with the company, and with immediate effect. Christian will remain a Computacenter employee until 31 December 2024, in order to facilitate a smooth transition and handover of his responsibilities.Recent Insider Transactions • Nov 04Co-Founder & Non-Executive Director recently sold €16m worth of stockOn the 29th of October, Peter Ogden sold around 562k shares on-market at roughly €27.83 per share. This transaction amounted to 7.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Peter's only on-market trade for the last 12 months.お知らせ • Sep 30Computacenter plc Announces Appointment of Kelly Kuhn as an Independent Non-Executive Director and Member of the Nomination, Audit and Remuneration CommitteesComputacenter plc announced the appointment of Kelly Kuhn as an independent Non-Executive Director of its Board of Directors, and member of the Company's Nomination, Audit and Remuneration Committees, with immediate effect. Kelly is currently a Non-Executive Director, Remuneration Committee Chair, and member of the Nomination Committee at ISS A/S, and a Non-Executive Director and member of the Audit Committee at SSP Group Plc. She also serves as an advisor to WNS (Holdings) Ltd. and the McChrystal Group, and previously sat on the Board of LaSalle Hotel Properties. In addition to her non-executive and advisory positions, Kelly spent over 30 years in an Executive capacity at CWT. She held various senior management roles, leading CWT's US government business division, before joining its Executive Leadership team, and assuming responsibility for wider business performance in APAC and EMEA. Kelly's tenure at CWT culminated in her becoming the company's first Executive Vice-President and Chief Customer Officer.Declared Dividend • Sep 11First half dividend of UK£0.23 announcedShareholders will receive a dividend of UK£0.23. Ex-date: 26th September 2024 Payment date: 25th October 2024 Dividend yield will be 2.6%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 36% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Sep 10First half 2024 earnings released: EPS: UK£0.53 (vs UK£0.77 in 1H 2023)First half 2024 results: EPS: UK£0.53 (down from UK£0.77 in 1H 2023). Revenue: UK£3.10b (down 13% from 1H 2023). Net income: UK£60.3m (down 31% from 1H 2023). Profit margin: 1.9% (down from 2.4% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.8% 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 remained flat whereas the company’s share price has fallen by 5% per year.お知らせ • Sep 09Computacenter plc Announces Interim Dividend, Payable on 25 October 2024The Board of Computacenter plc announced a 3.1% increase in the interim dividend to 23.3 pence per share (H1 2023: 22.6 pence per share). The interim dividend will be paid on 25 October 2024. The dividend record date is set as 27 September 2024 and the shares will be marked ex-dividend on 26 September 2024.Board Change • Sep 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. CFO & Executive Director Chris Jehle was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Aug 30+ 1 more updateComputacenter plc Appoints Adam Walker as Independent Non-Executive Director of Its Board of Directors, Chair of the Audit Committee, and Member of the Nomination and Remuneration Committees and Senior Independent DirectorComputacenter plc announced the appointment of Adam Walker as an independent Non-Executive Director of its Board of Directors, Chair of the Company's Audit Committee, and member of the Company's Nomination and Remuneration Committees, with immediate effect. On 30 September 2024, Adam will also become Senior Independent Director of the Company when, as previously announced, Dr Ros Rivaz will step down from that role and from the Board. Adam is currently a Non-Executive Director of Currys plc, and a member of its Audit and Remuneration Committees. Hisformer executive roles include Executive Vice President and Chief Financial Officer of IHS Holding Limited from 2017 to 2022, Chief Financial Officer of GKN plc, Group Finance Director at Informa PLC, and Finance Director at National Express Group PLC. Adam was a Non-Executive Director and Chair of the Audit Committee at Kier Group plc from 2016 to 2019, and a Non-Executive Director and Chair of the Audit Committee at Tritium DCFC Limited, listed on Nasdaq, until April 2024.Recent Insider Transactions • Aug 04Co-Founder & Non-Executive Director recently sold €6.1m worth of stockOn the 30th of July, Philip Hulme sold around 197k shares on-market at roughly €31.14 per share. This transaction amounted to 2.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Philip's only on-market trade for the last 12 months.Upcoming Dividend • May 30Upcoming dividend of UK£0.47 per shareEligible shareholders must have bought the stock before 06 June 2024. Payment date: 05 July 2024. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (2.2%).お知らせ • May 15Computacenter plc Approves Final DividendComputacenter plc at its AGM held on May 14, 2024 approved a final dividend of 47.4 pence per ordinary share.お知らせ • May 01Computacenter plc to Report First Half, 2024 Results on Sep 09, 2024Computacenter plc announced that they will report first half, 2024 results on Sep 09, 2024Reported Earnings • Apr 14Full year 2023 earnings released: EPS: UK£1.75 (vs UK£1.62 in FY 2022)Full year 2023 results: EPS: UK£1.75 (up from UK£1.62 in FY 2022). Revenue: UK£6.92b (up 7.0% from FY 2022). Net income: UK£197.6m (up 8.1% from FY 2022). Profit margin: 2.9% (up from 2.8% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 1% per year.お知らせ • Apr 05Computacenter plc Announces Directorate ChangeComputacenter plc announced that it has been formally notified by Dr Ros Rivaz of her intention to step down from the Board and her current position as Senior Independent Director by no later than the time of the Company's Annual General Meeting in 2025. By that time, she would have served as a Director on the Board for eight and a half years. Following this notification by Dr Rivaz, the Company will now commence a process to recruit a new independent Non-Executive Director. Dr Rivaz has, at the request of the Company, agreed that she will continue to serve on the Board for a period which will allow for that recruitment to be completed, and thereafter ensures an orderly succession takes place. The effective date on which she will retire from the Board is therefore not yet known, and the Company will confirm once it has been determined.Declared Dividend • Apr 03Final dividend of UK£0.47 announcedShareholders will receive a dividend of UK£0.47. Ex-date: 6th June 2024 Payment date: 5th July 2024 Dividend yield will be 2.2%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 11% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Mar 23+ 1 more updateComputacenter plc, Annual General Meeting, May 14, 2024Computacenter plc, Annual General Meeting, May 14, 2024.Declared Dividend • Mar 22Final dividend of UK£0.47 announcedShareholders will receive a dividend of UK£0.47. Ex-date: 6th June 2024 Payment date: 5th July 2024 Dividend yield will be 2.0%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 8.8% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 20Full year 2023 earnings released: EPS: UK£1.75 (vs UK£1.62 in FY 2022)Full year 2023 results: EPS: UK£1.75 (up from UK£1.62 in FY 2022). Revenue: UK£6.92b (up 7.0% from FY 2022). Net income: UK£197.6m (up 8.1% from FY 2022). Profit margin: 2.9% (up from 2.8% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.5% 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 5% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 24Computacenter plc to Report Fiscal Year 2023 Final Results on Mar 20, 2024Computacenter plc announced that they will report fiscal year 2023 final results on Mar 20, 2024Upcoming Dividend • Sep 22Upcoming dividend of UK£0.23 per share at 2.7% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 27 October 2023. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.2%).Reported Earnings • Sep 11First half 2023 earnings released: EPS: UK£0.77 (vs UK£0.68 in 1H 2022)First half 2023 results: EPS: UK£0.77 (up from UK£0.68 in 1H 2022). Revenue: UK£3.58b (up 27% from 1H 2022). Net income: UK£87.7m (up 14% from 1H 2022). Profit margin: 2.4% (down from 2.7% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat 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 11% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 08Computacenter plc Announces Interim Dividend in Respect of Year 2023, Payable on 27 October 2023Computacenter plc announced an interim dividend of 22.6 pence per share (H1 2022: 22.1 pence per share). The interim dividend will be paid on Friday 27 October 2023. The dividend record date is set as Friday 29 September 2023 and the shares will be marked ex-dividend on Thursday 28 September 2023.Buying Opportunity • Aug 11Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be €30.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings is also forecast to grow by 3.4% per annum over the same time period.New Risk • Jun 09New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €1.5m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. 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. Significant insider selling over the past 3 months (€1.5m sold).Upcoming Dividend • Jun 08Upcoming dividend of UK£0.46 per share at 3.0% yieldEligible shareholders must have bought the stock before 15 June 2023. Payment date: 14 July 2023. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (2.3%).Recent Insider Transactions • Jun 08Group CEO & Executive Director recently sold €1.5m worth of stockOn the 5th of June, Mike Norris sold around 55k shares on-market at roughly €26.88 per share. This transaction amounted to 4.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Mike's only on-market trade for the last 12 months.お知らせ • May 19Computacenter plc, Annual General Meeting, May 17, 2023Computacenter plc, Annual General Meeting, May 17, 2023. Agenda: To receive the Reports and Accounts for the year ended 31/12/2022; to consider approval of the Annual Statement from the Chair of the Remuneration Committee and the Annual Remuneration Report; to consider approval of the Directors' Remuneration Policy; to consider approval of a final dividend of 45.8 pence per ordinary share; to consider re-election of P Campbell as a director; to consider election of R Carayol; to consider re-election of F A Conophy as a director; and to transact other business.お知らせ • May 18Computacenter plc Approves Final DividendComputacenter plc announced that at its AGM held on 17 May 2023, the shareholders approved final dividend of 45.8 pence per ordinary share.Recent Insider Transactions • Apr 02Key Executive recently bought €69k worth of stockOn the 31st of March, Francis Conophy bought around 3k shares on-market at roughly €23.84 per share. This transaction amounted to less than 1% 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 Francis' only on-market trade for the last 12 months.Reported Earnings • Apr 02Full year 2022 earnings released: EPS: UK£1.62 (vs UK£1.64 in FY 2021)Full year 2022 results: EPS: UK£1.62 (down from UK£1.64 in FY 2021). Revenue: UK£6.47b (down 3.8% from FY 2021). Net income: UK£182.8m (down 1.3% from FY 2021). Profit margin: 2.8% (in line with FY 2021). Revenue is expected to decline by 2.9% p.a. on average during the next 3 years, while revenues in the IT industry in Germany are expected to grow by 9.1%. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 16% per year.Valuation Update With 7 Day Price Move • Feb 03Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €25.60, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 20x in the IT industry in Germany. Total returns to shareholders of 23% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €44.67 per share.お知らせ • Jan 30Computacenter plc to Report Fiscal Year 2022 Results on Mar 20, 2023Computacenter plc announced that they will report fiscal year 2022 results on Mar 20, 2023お知らせ • Dec 10+ 1 more updateComputacenter plc Announces Executive ChangesComputacenter plc announced that Christian Jehle will join the Board of the Company on 1 June 2023, Executive Director. Tony Conophy will step down from the Board of the Company at the time that Christian is appointed.お知らせ • Nov 03Computacenter plc Announces Board ChangesComputacenter plc announced the appointment of Christian Jehle as Executive Director of the Company to succeed Tony Conophy, who has notified the Company that he will be retiring. Christian will join the Company and the Board between 24 March 2023 and 1 July 2023. The Company will issue a further Regulatory News Service announcement once the date that Christian will join the Company and the Board has been confirmed. Christian will join Computacenter from his current role as Chief Financial Officer and Executive Director for the UK & Ireland division of Experian plc, prior to which he held the role of Chief Financial Officer of Global Decision Analytics at Experian. Christian started his career as a graduate at Fujitsu Siemens Computers, and prior to joining Experian, held a number of commercial and finance roles at Accenture, First Data International and SAP SE, including as Chief Financial Officer, Japan, and Chief Financial Officer, UK & Ireland, during his time at SAP. Tony Conophy will be stepping down as Executive Director of Computacenter plc upon Christian joining the Company and the Board. This will be at a date to be determined, between 24 March 2023 and 1 July 2023. Tony has agreed to then remain with the Company for a further period (which is anticipated to be for 3 months) to enable an appropriate transition to Christian to take place.お知らせ • Nov 02Computacenter plc Announces Chief Financial Officer ChangesComputacenter plc announced the appointment of Christian Jehle as Chief Financial Officer of the Company to succeed Tony Conophy, who has notified the Company that he will be retiring. Christian will join the Company between 24 March 2023 and 1 July 2023. The Company will issue a further Regulatory News Service announcement once the date that Christian will join the Company has been confirmed. Christian will join Computacenter from his current role as Chief Financial Officer and Executive Director for the UK & Ireland division of Experian plc, prior to which he held the role of Chief Financial Officer of Global Decision Analytics at Experian. Christian started his career as a graduate at Fujitsu Siemens Computers, and prior to joining Experian, held a number of commercial and finance roles at Accenture, First Data International and SAP SE, including as Chief Financial Officer, Japan, and Chief Financial Officer, UK & Ireland, during his time at SAP. Tony Conophy will be stepping down as Chief Financial Officer of Computacenter plc upon Christian joining the Company. This will be at a date to be determined, between 24 March 2023 and 1 July 2023. Tony has agreed to then remain with the Company for a further period (which is anticipated to be for 3 months) to enable an appropriate transition to Christian to take place.お知らせ • Oct 29Computacenter plc to Report Q4, 2022 Results on Jan 30, 2023Computacenter plc announced that they will report Q4, 2022 results on Jan 30, 2023お知らせ • Oct 21Computacenter plc Appoints René Carayol as Independent Non-Executive Director with Effect from 1 November 2022Computacenter plc announced the appointment of René Carayol to the Board as an Independent Non-Executive Director with effect from 1 November 2022. After leaving University, René joined Marks & Spencer where he worked for 10 years, including as a Senior IT Manager, before moving to join PepsiCo as IT Systems Director. He subsequently moved to IPC Magazines as CIO, staying with the business until it was sold to AOL Time Warner. René is now an experienced Executive Leadership Coach and broadcaster, with much of his recent work focusing particularly on areas such as Diversity and Inclusion, Inclusive Leadership and cultural transformation across large organisations. In 2004, René was awarded an MBE for his outstanding contribution to the business community. He holds an undergraduate degree from the London School of Economics and Political Science and was awarded an Honorary Doctorate by the University of Roehampton. René will serve as a member of the Audit, Nomination and Remuneration Committees. Rene Haas has informed the Company that he will retire from the Board with effect from 1 December 2022.お知らせ • Oct 15Computacenter Promotes Anne Merinville as Country Director for FranceComputacenter has promoted Anne Merinville to the role of country director for France, responsible for the local sales and go-to-market teams. Merinville, who joined Computacenter in 2003, was most recently head of projects and consultancy for France. In her new position, she will work closely with Lieven Bergmans, who will continue to represent France and the rest of Europe (outside Germany and the UK) on the group's executive committee.Upcoming Dividend • Sep 22Upcoming dividend of UK£0.22 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 28 October 2022. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (5.1%). Higher than average of industry peers (1.8%).お知らせ • Sep 10Computacenter plc Announces Interim Dividend, Payable on 28 October 2022Computacenter plc announced an interim dividend of 22.1 pence per share (H1 2021: 16.9 pence per share). This is in line with their policy that the interim dividend will be approximately one third of the previous year's total dividend. The interim dividend will be paid on 28 October 2022. The dividend record date is 30 September 2022, and the shares will be marked ex-dividend on 29 September 2022.お知らせ • Jul 15Computacenter plc (LSE:CCC) acquired Business IT Source, Inc. (BITS).Computacenter plc (LSE:CCC) acquired Business IT Source, Inc. (BITS) on July 13, 2022. BITS reported revenue in 2021 of approximately $245 million with EBIT of approximately $8.9 million. The existing BITS leadership team will stay to run the business as a separate operating unit within Computacenter United States. The business and the team will be fully integrated into Computacenter's North American operations over time. Martin Wolf Securities, LLC acted as financial advisor to Business IT Source. Computacenter plc (LSE:CCC) completed the acquisition of Business IT Source, Inc. (BITS) on July 13, 2022.Upcoming Dividend • Jun 02Upcoming dividend of UK£0.49 per shareEligible shareholders must have bought the stock before 09 June 2022. Payment date: 08 July 2022. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (4.2%). Higher than average of industry peers (1.4%).お知らせ • May 20Computacenter plc Approves Final DividendComputacenter plc at Annual General Meeting on 19 MAY 2022 approved the final dividend of 49.4 pence per ordinary share.お知らせ • May 02Computacenter plc to Report First Half, 2022 Results on Sep 09, 2022Computacenter plc announced that they will report first half, 2022 results on Sep 09, 2022お知らせ • Apr 14Computacenter plc, Annual General Meeting, May 19, 2022Computacenter plc, Annual General Meeting, May 19, 2022, at 10:30 Coordinated Universal Time. Location: 100 Blackfriars Road, SE1 8HL London United KingdomReported Earnings • Mar 17Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: UK£1.64 (up from UK£1.36 in FY 2020). Revenue: UK£6.73b (up 24% from FY 2020). Net income: UK£185.3m (up 21% from FY 2020). Profit margin: 2.8% (in line with FY 2020). Revenue exceeded analyst estimates by 1.3%. Over the next year, revenue is forecast to grow 3.8%, compared to a 15% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year whereas the company’s share price has increased by 32% per year.Buying Opportunity • Feb 08Now 25% undervaluedOver the last 90 days, the stock is up 1.2%. The fair value is estimated to be UK£41.62, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% per annum over the last 3 years. Earnings per share has grown by 31% per annum over the last 3 years.Executive Departure • Oct 06Independent Non-Executive Director Timothy Powell has left the companyOn the 30th of September, Timothy Powell's tenure as Independent Non-Executive Director ended after 6.8 years in the role. As of June 2021, Timothy still personally held only 1.34k shares (€40k worth at the time). Timothy is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 8.75 years.Upcoming Dividend • Sep 16Upcoming dividend of UK£0.17 per shareEligible shareholders must have bought the stock before 23 September 2021. Payment date: 22 October 2021. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (0.9%).Reported Earnings • Sep 11First half 2021 earnings released: EPS UK£0.72 (vs UK£0.46 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£3.18b (up 29% from 1H 2020). Net income: UK£81.9m (up 57% from 1H 2020). Profit margin: 2.6% (up from 2.1% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 31% per year whereas the company’s share price has increased by 33% per year.お知らせ • Aug 13Computacenter Ordinary Shares to Be Deleted from Other OTCComputacenter plc Ordinary Shares (United Kingdom) will be deleted from Other OTC effective from August 13, 2021, due to Inactive Security.Upcoming Dividend • May 27Upcoming dividend of UK£0.38 per shareEligible shareholders must have bought the stock before 03 June 2021. Payment date: 02 July 2021. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.2%).お知らせ • May 21Computacenter plc Approves Final DividendComputacenter plc at its AGM held on May 20, 2021 approved final dividend of 38.4 pence per ordinary share.お知らせ • Apr 29Computacenter plc Provides Earnings Guidance for the Full Year 2021Computacenter plc provided earnings guidance for the full year 2021. Due to the strong organic profit performance the company expected 2021 to be a year of good progress in reported profits.Reported Earnings • Apr 24Full year 2020 earnings released: EPS UK£1.36 (vs UK£0.90 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: UK£5.44b (up 7.7% from FY 2019). Net income: UK£153.8m (up 51% from FY 2019). Profit margin: 2.8% (up from 2.0% in FY 2019). The increase in margin was driven by higher revenue.Reported Earnings • Mar 17Full year 2020 earnings released: EPS UK£1.36 (vs UK£0.90 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: UK£5.44b (up 7.7% from FY 2019). Net income: UK£153.8m (up 51% from FY 2019). Profit margin: 2.8% (up from 2.0% in FY 2019). The increase in margin was driven by higher revenue.お知らせ • Mar 17Computacenter plc, Annual General Meeting, May 20, 2021Computacenter plc, Annual General Meeting, May 20, 2021.お知らせ • Mar 16Computacenter plc Proposes Final Dividend, Payable on 2 July 2021Computacenter plc propose to pay a final dividend of 38.4 pence per share, bringing full year dividend to 50.7 pence per share. This represents an increase of 37.0% over the 37.0 pence proposed for the 2019 full year dividend, including the 26.9 pence final 2019 dividend proposed, but not paid, and an increase of 402.0% over the 10.1 pence actually paid for the 2019 full year dividend. Subject to the approval of shareholders at Annual General Meeting on 20 May 2021, the proposed dividend will be paid on 2 July 2021. The dividend record date is set as 4 June 2021 and the shares will be marked ex-dividend on 3 June 2021.お知らせ • Mar 10Computacenter plc Announces Board ChangesComputacenter plc announced the appointment of Pauline Campbell to the board as an independent non-executive director with effect from 16 August 2021. Minnow Powell has informed the company that he will retire from the board with effect from 30 September 2021, following a handover to his successor and the release of the company's 2021 Interim Results. Pauline will join the Audit Committee as Audit Chair-elect and will also serve as a member of the Nomination and Remuneration Committees. Pauline will assume the duties of Audit Chair following Minnow's retirement.Is New 90 Day High Low • Feb 28New 90-day low: €23.80The company is down 7.0% from its price of €25.68 on 30 November 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the IT industry, which is also down 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €10.23 per share.お知らせ • Jan 22Computacenter plc to Report Fiscal Year 2020 Results on Mar 16, 2021Computacenter plc announced that they will report fiscal year 2020 results on Mar 16, 2021Is New 90 Day High Low • Dec 29New 90-day high: €28.40The company is up 14% from its price of €24.94 on 28 September 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.02 per share.Is New 90 Day High Low • Oct 01New 90-day high: €26.28The company is up 45% from its price of €18.18 on 03 July 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €15.71 per share.業績と収益の成長予測DB:COUD - 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12/31/202811,667235229326812/31/202710,7462171562751012/31/202610,433201121216912/31/20259,194154258294N/A9/30/20258,522157237272N/A6/30/20257,850160217250N/A3/31/20257,407165301334N/A12/31/20246,965171386417N/A9/30/20246,703171324356N/A6/30/20246,442170263296N/A3/31/20246,682184319353N/A12/31/20236,923198376411N/A9/30/20237,076195345381N/A6/30/20237,229193314351N/A3/31/20236,850188260296N/A12/31/20226,471183207242N/A9/30/20225,953182205237N/A6/30/20225,436181203231N/A3/31/20225,235183198228N/A12/31/20215,035185194224N/A9/30/20215,219185178209N/A6/30/20215,404184162194N/A3/31/20215,423169186215N/A12/31/20205,441154209237N/A9/30/20205,265135209241N/A6/30/20205,088116208244N/A3/31/20205,070109184221N/A12/31/20195,053102159198N/A9/30/20194,91292N/A152N/A6/30/20194,77182N/A106N/A3/31/20194,56281N/A110N/A12/31/20184,35381N/A115N/A9/30/20184,22782N/A109N/A6/30/20184,10284N/A103N/A3/31/20183,94882N/A105N/A12/31/20173,79381N/A106N/A9/30/20173,63082N/A93N/A6/30/20173,46882N/A81N/A3/31/20173,35673N/A75N/A12/31/20163,24564N/A68N/A9/30/20163,17061N/A80N/A6/30/20163,09457N/A92N/A3/31/20163,07680N/A93N/A12/31/20153,058103N/A94N/A9/30/20153,074105N/A90N/A6/30/20153,091107N/A85N/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: COUDの予測収益成長率 (年間11.8% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: COUDの収益 ( 11.8% ) German市場 ( 16.7% ) よりも低い成長が予測されています。高成長収益: COUD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: COUDの収益 ( 7.6% ) German市場 ( 6.4% ) 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: COUDの収益 ( 7.6% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: COUD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 ( 20.2 %)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2026/05/07 10:01終値2026/05/07 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Computacenter plc 10 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。19 アナリスト機関Gerardus VosBarclaysAlexander James ShortBerenbergDaniel Thomas CowanBNP Paribas16 その他のアナリストを表示
お知らせ • Apr 29Computacenter plc Provides Earnings Guidance for the Full Year 2021Computacenter plc provided earnings guidance for the full year 2021. Due to the strong organic profit performance the company expected 2021 to be a year of good progress in reported profits.
お知らせ • Apr 09Computacenter plc to Report First Half, 2026 Results on Sep 08, 2026Computacenter plc announced that they will report first half, 2026 results on Sep 08, 2026
お知らせ • Mar 13+ 1 more updateComputacenter plc Proposes Final Dividend for 2025, Payable on 3 July 2026Computacenter plc proposed a final dividend for 2025 of 51.0 pence per share (2024: 47.4 pence per share). Together with the interim dividend, this brings the total ordinary dividend for 2025 to 74.6 pence per share, representing a 5.5% increase on the 2024 total dividend per share of 70.7 pence. Subject to the approval of shareholders at Annual General Meeting on 19 May 2026, the proposed dividend will be paid on Friday 3 July 2026. The dividend record date is set as Friday 5 June 2026 and the shares will be marked ex-dividend on Thursday 4 June 2026.
お知らせ • Jan 22Computacenter plc to Report Fiscal Year 2025 Final Results on Mar 12, 2026Computacenter plc announced that they will report fiscal year 2025 final results on Mar 12, 2026
お知らせ • Jan 09Computacenter plc (LSE:CCC) acquired AgreeYa Solutions, Inc. in a transaction with an enterprise value of $120 million.Computacenter plc (LSE:CCC) acquired AgreeYa Solutions, Inc. in a transaction with an enterprise value of $120 million on January 8, 2026. The transaction will be funded from existing cash resources. The acquisition includes the assets of the associated business, AgreeYa India. The existing AgreeYa leadership will stay to run the business which will be fully integrated, over time, into Computacenter's US and India operations. The transaction is expected to be immediately earnings accretive. The addition of AgreeYa to Computacenter North America is expected to increase Computacenter's annualised North American Professional Services revenue to over $350 million. Computacenter plc (LSE:CCC) completed the acquisition of AgreeYa Solutions, Inc. on January 8, 2026.
お知らせ • Aug 21+ 1 more updateComputacenter plc Announces Appointment of Keith Mortimer as Executive Director, Effective September 1, 2025Computacenter plc announced the appointment of Keith Mortimer as Chief Financial Officer and Executive Director of the Company with effect from 1 September 2025 (the "Appointment Date"). His appointment follows a comprehensive search and selection process that considered both internal and external candidates. Keith joined Computacenter in 1999, and in his time with the Company has held senior finance and commercial roles at a Group level, including leadership of the financial reporting function and, in recent years, as the Director of Group Commercial Finance. In those roles, Keith has played a significant part in developing how we financially forecast and manage the business, and govern our contracts through their lifecycle. He also has significant systems and people experience acquired through playing a key role in the implementation of our Group ERP systems and Group Operating Model. Prior to joining Computacenter, Keith trained and qualified as a Chartered Accountant with Arthur Andersen in London. He has a first-class bachelor's degree in economics from the University of Exeter.
お知らせ • May 16Computacenter plc Approves Final DividendComputacenter plc approved a final dividend of 47.4 pence per ordinary share, at its AGM held on May 15, 2025.
お知らせ • Apr 10Computacenter plc to Report First Half, 2025 Results on Sep 09, 2025Computacenter plc announced that they will report first half, 2025 results on Sep 09, 2025
お知らせ • Mar 19+ 1 more updateComputacenter plc Proposes Final Dividend for 2024, Payable on 4 July 2025Computacenter plc proposed a final dividend for 2024 of 47.4 pence per share (2023: 47.4 pence per share). Together with the interim dividend, this brings the total ordinary dividend for 2024 to 70.7 pence per share, representing a 1.0% increase on the 2023 total dividend per share of 70.0 pence. Subject to the approval of shareholders at Annual General Meeting on 15 May 2025, the proposed dividend will be paid on 4 July 2025. The dividend record date is set as Friday 6 June 2025 and the shares will be marked ex-dividend on 5 June 2025.
お知らせ • Jan 28Computacenter plc to Report Fiscal Year 2024 Final Results on Mar 18, 2025Computacenter plc announced that they will report fiscal year 2024 final results on Mar 18, 2025
お知らせ • Jan 09Computacenter plc Appoints Simon McNamara as an Independent Non-Executive DirectorComputacenter plc announced the appointment of Simon McNamara as an independent non-executive director of its board of directors, with immediate effect. Simon most recently served for ten years as Chief Administration Officer at Natwest Group, where he led the transformation of its technology and services proposition, and oversaw more than 30,000 employees across the UK, EMEA and India. Prior to joining Natwest Group, Simon was Chief Information Officer of Standard Chartered Bank Consumer Bank, based in Singapore, where he was responsible for developing and implementing the Group Technology and Operations strategy. Simon has also held a number of other senior Information Technology and Operations positions in the global financial services industry at Westpac Banking Corporation, Deutsche Bank, BNP Paribas, and Midland Bank. He was also a founding partner in a successful software start-up company, CATS INC, in Silicon Valley.
お知らせ • Dec 16+ 1 more updateComputacenter plc Announces Stepped Down of Christian Jehle as Chief Financial OfficerComputacenter plc announced that Christian Jehle has stepped down from his role as the Group's chief financial officer, by mutual agreement with the company, and with immediate effect. Christian will remain a Computacenter employee until 31 December 2024, in order to facilitate a smooth transition and handover of his responsibilities.
Recent Insider Transactions • Nov 04Co-Founder & Non-Executive Director recently sold €16m worth of stockOn the 29th of October, Peter Ogden sold around 562k shares on-market at roughly €27.83 per share. This transaction amounted to 7.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Peter's only on-market trade for the last 12 months.
お知らせ • Sep 30Computacenter plc Announces Appointment of Kelly Kuhn as an Independent Non-Executive Director and Member of the Nomination, Audit and Remuneration CommitteesComputacenter plc announced the appointment of Kelly Kuhn as an independent Non-Executive Director of its Board of Directors, and member of the Company's Nomination, Audit and Remuneration Committees, with immediate effect. Kelly is currently a Non-Executive Director, Remuneration Committee Chair, and member of the Nomination Committee at ISS A/S, and a Non-Executive Director and member of the Audit Committee at SSP Group Plc. She also serves as an advisor to WNS (Holdings) Ltd. and the McChrystal Group, and previously sat on the Board of LaSalle Hotel Properties. In addition to her non-executive and advisory positions, Kelly spent over 30 years in an Executive capacity at CWT. She held various senior management roles, leading CWT's US government business division, before joining its Executive Leadership team, and assuming responsibility for wider business performance in APAC and EMEA. Kelly's tenure at CWT culminated in her becoming the company's first Executive Vice-President and Chief Customer Officer.
Declared Dividend • Sep 11First half dividend of UK£0.23 announcedShareholders will receive a dividend of UK£0.23. Ex-date: 26th September 2024 Payment date: 25th October 2024 Dividend yield will be 2.6%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 36% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Sep 10First half 2024 earnings released: EPS: UK£0.53 (vs UK£0.77 in 1H 2023)First half 2024 results: EPS: UK£0.53 (down from UK£0.77 in 1H 2023). Revenue: UK£3.10b (down 13% from 1H 2023). Net income: UK£60.3m (down 31% from 1H 2023). Profit margin: 1.9% (down from 2.4% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.8% 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 remained flat whereas the company’s share price has fallen by 5% per year.
お知らせ • Sep 09Computacenter plc Announces Interim Dividend, Payable on 25 October 2024The Board of Computacenter plc announced a 3.1% increase in the interim dividend to 23.3 pence per share (H1 2023: 22.6 pence per share). The interim dividend will be paid on 25 October 2024. The dividend record date is set as 27 September 2024 and the shares will be marked ex-dividend on 26 September 2024.
Board Change • Sep 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. CFO & Executive Director Chris Jehle was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Aug 30+ 1 more updateComputacenter plc Appoints Adam Walker as Independent Non-Executive Director of Its Board of Directors, Chair of the Audit Committee, and Member of the Nomination and Remuneration Committees and Senior Independent DirectorComputacenter plc announced the appointment of Adam Walker as an independent Non-Executive Director of its Board of Directors, Chair of the Company's Audit Committee, and member of the Company's Nomination and Remuneration Committees, with immediate effect. On 30 September 2024, Adam will also become Senior Independent Director of the Company when, as previously announced, Dr Ros Rivaz will step down from that role and from the Board. Adam is currently a Non-Executive Director of Currys plc, and a member of its Audit and Remuneration Committees. Hisformer executive roles include Executive Vice President and Chief Financial Officer of IHS Holding Limited from 2017 to 2022, Chief Financial Officer of GKN plc, Group Finance Director at Informa PLC, and Finance Director at National Express Group PLC. Adam was a Non-Executive Director and Chair of the Audit Committee at Kier Group plc from 2016 to 2019, and a Non-Executive Director and Chair of the Audit Committee at Tritium DCFC Limited, listed on Nasdaq, until April 2024.
Recent Insider Transactions • Aug 04Co-Founder & Non-Executive Director recently sold €6.1m worth of stockOn the 30th of July, Philip Hulme sold around 197k shares on-market at roughly €31.14 per share. This transaction amounted to 2.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Philip's only on-market trade for the last 12 months.
Upcoming Dividend • May 30Upcoming dividend of UK£0.47 per shareEligible shareholders must have bought the stock before 06 June 2024. Payment date: 05 July 2024. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (2.2%).
お知らせ • May 15Computacenter plc Approves Final DividendComputacenter plc at its AGM held on May 14, 2024 approved a final dividend of 47.4 pence per ordinary share.
お知らせ • May 01Computacenter plc to Report First Half, 2024 Results on Sep 09, 2024Computacenter plc announced that they will report first half, 2024 results on Sep 09, 2024
Reported Earnings • Apr 14Full year 2023 earnings released: EPS: UK£1.75 (vs UK£1.62 in FY 2022)Full year 2023 results: EPS: UK£1.75 (up from UK£1.62 in FY 2022). Revenue: UK£6.92b (up 7.0% from FY 2022). Net income: UK£197.6m (up 8.1% from FY 2022). Profit margin: 2.9% (up from 2.8% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 1% per year.
お知らせ • Apr 05Computacenter plc Announces Directorate ChangeComputacenter plc announced that it has been formally notified by Dr Ros Rivaz of her intention to step down from the Board and her current position as Senior Independent Director by no later than the time of the Company's Annual General Meeting in 2025. By that time, she would have served as a Director on the Board for eight and a half years. Following this notification by Dr Rivaz, the Company will now commence a process to recruit a new independent Non-Executive Director. Dr Rivaz has, at the request of the Company, agreed that she will continue to serve on the Board for a period which will allow for that recruitment to be completed, and thereafter ensures an orderly succession takes place. The effective date on which she will retire from the Board is therefore not yet known, and the Company will confirm once it has been determined.
Declared Dividend • Apr 03Final dividend of UK£0.47 announcedShareholders will receive a dividend of UK£0.47. Ex-date: 6th June 2024 Payment date: 5th July 2024 Dividend yield will be 2.2%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 11% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 23+ 1 more updateComputacenter plc, Annual General Meeting, May 14, 2024Computacenter plc, Annual General Meeting, May 14, 2024.
Declared Dividend • Mar 22Final dividend of UK£0.47 announcedShareholders will receive a dividend of UK£0.47. Ex-date: 6th June 2024 Payment date: 5th July 2024 Dividend yield will be 2.0%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 8.8% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 20Full year 2023 earnings released: EPS: UK£1.75 (vs UK£1.62 in FY 2022)Full year 2023 results: EPS: UK£1.75 (up from UK£1.62 in FY 2022). Revenue: UK£6.92b (up 7.0% from FY 2022). Net income: UK£197.6m (up 8.1% from FY 2022). Profit margin: 2.9% (up from 2.8% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.5% 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 5% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 24Computacenter plc to Report Fiscal Year 2023 Final Results on Mar 20, 2024Computacenter plc announced that they will report fiscal year 2023 final results on Mar 20, 2024
Upcoming Dividend • Sep 22Upcoming dividend of UK£0.23 per share at 2.7% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 27 October 2023. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.2%).
Reported Earnings • Sep 11First half 2023 earnings released: EPS: UK£0.77 (vs UK£0.68 in 1H 2022)First half 2023 results: EPS: UK£0.77 (up from UK£0.68 in 1H 2022). Revenue: UK£3.58b (up 27% from 1H 2022). Net income: UK£87.7m (up 14% from 1H 2022). Profit margin: 2.4% (down from 2.7% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat 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 11% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 08Computacenter plc Announces Interim Dividend in Respect of Year 2023, Payable on 27 October 2023Computacenter plc announced an interim dividend of 22.6 pence per share (H1 2022: 22.1 pence per share). The interim dividend will be paid on Friday 27 October 2023. The dividend record date is set as Friday 29 September 2023 and the shares will be marked ex-dividend on Thursday 28 September 2023.
Buying Opportunity • Aug 11Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be €30.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings is also forecast to grow by 3.4% per annum over the same time period.
New Risk • Jun 09New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €1.5m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. 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. Significant insider selling over the past 3 months (€1.5m sold).
Upcoming Dividend • Jun 08Upcoming dividend of UK£0.46 per share at 3.0% yieldEligible shareholders must have bought the stock before 15 June 2023. Payment date: 14 July 2023. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (2.3%).
Recent Insider Transactions • Jun 08Group CEO & Executive Director recently sold €1.5m worth of stockOn the 5th of June, Mike Norris sold around 55k shares on-market at roughly €26.88 per share. This transaction amounted to 4.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Mike's only on-market trade for the last 12 months.
お知らせ • May 19Computacenter plc, Annual General Meeting, May 17, 2023Computacenter plc, Annual General Meeting, May 17, 2023. Agenda: To receive the Reports and Accounts for the year ended 31/12/2022; to consider approval of the Annual Statement from the Chair of the Remuneration Committee and the Annual Remuneration Report; to consider approval of the Directors' Remuneration Policy; to consider approval of a final dividend of 45.8 pence per ordinary share; to consider re-election of P Campbell as a director; to consider election of R Carayol; to consider re-election of F A Conophy as a director; and to transact other business.
お知らせ • May 18Computacenter plc Approves Final DividendComputacenter plc announced that at its AGM held on 17 May 2023, the shareholders approved final dividend of 45.8 pence per ordinary share.
Recent Insider Transactions • Apr 02Key Executive recently bought €69k worth of stockOn the 31st of March, Francis Conophy bought around 3k shares on-market at roughly €23.84 per share. This transaction amounted to less than 1% 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 Francis' only on-market trade for the last 12 months.
Reported Earnings • Apr 02Full year 2022 earnings released: EPS: UK£1.62 (vs UK£1.64 in FY 2021)Full year 2022 results: EPS: UK£1.62 (down from UK£1.64 in FY 2021). Revenue: UK£6.47b (down 3.8% from FY 2021). Net income: UK£182.8m (down 1.3% from FY 2021). Profit margin: 2.8% (in line with FY 2021). Revenue is expected to decline by 2.9% p.a. on average during the next 3 years, while revenues in the IT industry in Germany are expected to grow by 9.1%. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 16% per year.
Valuation Update With 7 Day Price Move • Feb 03Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €25.60, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 20x in the IT industry in Germany. Total returns to shareholders of 23% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €44.67 per share.
お知らせ • Jan 30Computacenter plc to Report Fiscal Year 2022 Results on Mar 20, 2023Computacenter plc announced that they will report fiscal year 2022 results on Mar 20, 2023
お知らせ • Dec 10+ 1 more updateComputacenter plc Announces Executive ChangesComputacenter plc announced that Christian Jehle will join the Board of the Company on 1 June 2023, Executive Director. Tony Conophy will step down from the Board of the Company at the time that Christian is appointed.
お知らせ • Nov 03Computacenter plc Announces Board ChangesComputacenter plc announced the appointment of Christian Jehle as Executive Director of the Company to succeed Tony Conophy, who has notified the Company that he will be retiring. Christian will join the Company and the Board between 24 March 2023 and 1 July 2023. The Company will issue a further Regulatory News Service announcement once the date that Christian will join the Company and the Board has been confirmed. Christian will join Computacenter from his current role as Chief Financial Officer and Executive Director for the UK & Ireland division of Experian plc, prior to which he held the role of Chief Financial Officer of Global Decision Analytics at Experian. Christian started his career as a graduate at Fujitsu Siemens Computers, and prior to joining Experian, held a number of commercial and finance roles at Accenture, First Data International and SAP SE, including as Chief Financial Officer, Japan, and Chief Financial Officer, UK & Ireland, during his time at SAP. Tony Conophy will be stepping down as Executive Director of Computacenter plc upon Christian joining the Company and the Board. This will be at a date to be determined, between 24 March 2023 and 1 July 2023. Tony has agreed to then remain with the Company for a further period (which is anticipated to be for 3 months) to enable an appropriate transition to Christian to take place.
お知らせ • Nov 02Computacenter plc Announces Chief Financial Officer ChangesComputacenter plc announced the appointment of Christian Jehle as Chief Financial Officer of the Company to succeed Tony Conophy, who has notified the Company that he will be retiring. Christian will join the Company between 24 March 2023 and 1 July 2023. The Company will issue a further Regulatory News Service announcement once the date that Christian will join the Company has been confirmed. Christian will join Computacenter from his current role as Chief Financial Officer and Executive Director for the UK & Ireland division of Experian plc, prior to which he held the role of Chief Financial Officer of Global Decision Analytics at Experian. Christian started his career as a graduate at Fujitsu Siemens Computers, and prior to joining Experian, held a number of commercial and finance roles at Accenture, First Data International and SAP SE, including as Chief Financial Officer, Japan, and Chief Financial Officer, UK & Ireland, during his time at SAP. Tony Conophy will be stepping down as Chief Financial Officer of Computacenter plc upon Christian joining the Company. This will be at a date to be determined, between 24 March 2023 and 1 July 2023. Tony has agreed to then remain with the Company for a further period (which is anticipated to be for 3 months) to enable an appropriate transition to Christian to take place.
お知らせ • Oct 29Computacenter plc to Report Q4, 2022 Results on Jan 30, 2023Computacenter plc announced that they will report Q4, 2022 results on Jan 30, 2023
お知らせ • Oct 21Computacenter plc Appoints René Carayol as Independent Non-Executive Director with Effect from 1 November 2022Computacenter plc announced the appointment of René Carayol to the Board as an Independent Non-Executive Director with effect from 1 November 2022. After leaving University, René joined Marks & Spencer where he worked for 10 years, including as a Senior IT Manager, before moving to join PepsiCo as IT Systems Director. He subsequently moved to IPC Magazines as CIO, staying with the business until it was sold to AOL Time Warner. René is now an experienced Executive Leadership Coach and broadcaster, with much of his recent work focusing particularly on areas such as Diversity and Inclusion, Inclusive Leadership and cultural transformation across large organisations. In 2004, René was awarded an MBE for his outstanding contribution to the business community. He holds an undergraduate degree from the London School of Economics and Political Science and was awarded an Honorary Doctorate by the University of Roehampton. René will serve as a member of the Audit, Nomination and Remuneration Committees. Rene Haas has informed the Company that he will retire from the Board with effect from 1 December 2022.
お知らせ • Oct 15Computacenter Promotes Anne Merinville as Country Director for FranceComputacenter has promoted Anne Merinville to the role of country director for France, responsible for the local sales and go-to-market teams. Merinville, who joined Computacenter in 2003, was most recently head of projects and consultancy for France. In her new position, she will work closely with Lieven Bergmans, who will continue to represent France and the rest of Europe (outside Germany and the UK) on the group's executive committee.
Upcoming Dividend • Sep 22Upcoming dividend of UK£0.22 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 28 October 2022. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (5.1%). Higher than average of industry peers (1.8%).
お知らせ • Sep 10Computacenter plc Announces Interim Dividend, Payable on 28 October 2022Computacenter plc announced an interim dividend of 22.1 pence per share (H1 2021: 16.9 pence per share). This is in line with their policy that the interim dividend will be approximately one third of the previous year's total dividend. The interim dividend will be paid on 28 October 2022. The dividend record date is 30 September 2022, and the shares will be marked ex-dividend on 29 September 2022.
お知らせ • Jul 15Computacenter plc (LSE:CCC) acquired Business IT Source, Inc. (BITS).Computacenter plc (LSE:CCC) acquired Business IT Source, Inc. (BITS) on July 13, 2022. BITS reported revenue in 2021 of approximately $245 million with EBIT of approximately $8.9 million. The existing BITS leadership team will stay to run the business as a separate operating unit within Computacenter United States. The business and the team will be fully integrated into Computacenter's North American operations over time. Martin Wolf Securities, LLC acted as financial advisor to Business IT Source. Computacenter plc (LSE:CCC) completed the acquisition of Business IT Source, Inc. (BITS) on July 13, 2022.
Upcoming Dividend • Jun 02Upcoming dividend of UK£0.49 per shareEligible shareholders must have bought the stock before 09 June 2022. Payment date: 08 July 2022. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (4.2%). Higher than average of industry peers (1.4%).
お知らせ • May 20Computacenter plc Approves Final DividendComputacenter plc at Annual General Meeting on 19 MAY 2022 approved the final dividend of 49.4 pence per ordinary share.
お知らせ • May 02Computacenter plc to Report First Half, 2022 Results on Sep 09, 2022Computacenter plc announced that they will report first half, 2022 results on Sep 09, 2022
お知らせ • Apr 14Computacenter plc, Annual General Meeting, May 19, 2022Computacenter plc, Annual General Meeting, May 19, 2022, at 10:30 Coordinated Universal Time. Location: 100 Blackfriars Road, SE1 8HL London United Kingdom
Reported Earnings • Mar 17Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: UK£1.64 (up from UK£1.36 in FY 2020). Revenue: UK£6.73b (up 24% from FY 2020). Net income: UK£185.3m (up 21% from FY 2020). Profit margin: 2.8% (in line with FY 2020). Revenue exceeded analyst estimates by 1.3%. Over the next year, revenue is forecast to grow 3.8%, compared to a 15% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year whereas the company’s share price has increased by 32% per year.
Buying Opportunity • Feb 08Now 25% undervaluedOver the last 90 days, the stock is up 1.2%. The fair value is estimated to be UK£41.62, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% per annum over the last 3 years. Earnings per share has grown by 31% per annum over the last 3 years.
Executive Departure • Oct 06Independent Non-Executive Director Timothy Powell has left the companyOn the 30th of September, Timothy Powell's tenure as Independent Non-Executive Director ended after 6.8 years in the role. As of June 2021, Timothy still personally held only 1.34k shares (€40k worth at the time). Timothy is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 8.75 years.
Upcoming Dividend • Sep 16Upcoming dividend of UK£0.17 per shareEligible shareholders must have bought the stock before 23 September 2021. Payment date: 22 October 2021. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (0.9%).
Reported Earnings • Sep 11First half 2021 earnings released: EPS UK£0.72 (vs UK£0.46 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£3.18b (up 29% from 1H 2020). Net income: UK£81.9m (up 57% from 1H 2020). Profit margin: 2.6% (up from 2.1% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 31% per year whereas the company’s share price has increased by 33% per year.
お知らせ • Aug 13Computacenter Ordinary Shares to Be Deleted from Other OTCComputacenter plc Ordinary Shares (United Kingdom) will be deleted from Other OTC effective from August 13, 2021, due to Inactive Security.
Upcoming Dividend • May 27Upcoming dividend of UK£0.38 per shareEligible shareholders must have bought the stock before 03 June 2021. Payment date: 02 July 2021. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.2%).
お知らせ • May 21Computacenter plc Approves Final DividendComputacenter plc at its AGM held on May 20, 2021 approved final dividend of 38.4 pence per ordinary share.
お知らせ • Apr 29Computacenter plc Provides Earnings Guidance for the Full Year 2021Computacenter plc provided earnings guidance for the full year 2021. Due to the strong organic profit performance the company expected 2021 to be a year of good progress in reported profits.
Reported Earnings • Apr 24Full year 2020 earnings released: EPS UK£1.36 (vs UK£0.90 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: UK£5.44b (up 7.7% from FY 2019). Net income: UK£153.8m (up 51% from FY 2019). Profit margin: 2.8% (up from 2.0% in FY 2019). The increase in margin was driven by higher revenue.
Reported Earnings • Mar 17Full year 2020 earnings released: EPS UK£1.36 (vs UK£0.90 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: UK£5.44b (up 7.7% from FY 2019). Net income: UK£153.8m (up 51% from FY 2019). Profit margin: 2.8% (up from 2.0% in FY 2019). The increase in margin was driven by higher revenue.
お知らせ • Mar 17Computacenter plc, Annual General Meeting, May 20, 2021Computacenter plc, Annual General Meeting, May 20, 2021.
お知らせ • Mar 16Computacenter plc Proposes Final Dividend, Payable on 2 July 2021Computacenter plc propose to pay a final dividend of 38.4 pence per share, bringing full year dividend to 50.7 pence per share. This represents an increase of 37.0% over the 37.0 pence proposed for the 2019 full year dividend, including the 26.9 pence final 2019 dividend proposed, but not paid, and an increase of 402.0% over the 10.1 pence actually paid for the 2019 full year dividend. Subject to the approval of shareholders at Annual General Meeting on 20 May 2021, the proposed dividend will be paid on 2 July 2021. The dividend record date is set as 4 June 2021 and the shares will be marked ex-dividend on 3 June 2021.
お知らせ • Mar 10Computacenter plc Announces Board ChangesComputacenter plc announced the appointment of Pauline Campbell to the board as an independent non-executive director with effect from 16 August 2021. Minnow Powell has informed the company that he will retire from the board with effect from 30 September 2021, following a handover to his successor and the release of the company's 2021 Interim Results. Pauline will join the Audit Committee as Audit Chair-elect and will also serve as a member of the Nomination and Remuneration Committees. Pauline will assume the duties of Audit Chair following Minnow's retirement.
Is New 90 Day High Low • Feb 28New 90-day low: €23.80The company is down 7.0% from its price of €25.68 on 30 November 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the IT industry, which is also down 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €10.23 per share.
お知らせ • Jan 22Computacenter plc to Report Fiscal Year 2020 Results on Mar 16, 2021Computacenter plc announced that they will report fiscal year 2020 results on Mar 16, 2021
Is New 90 Day High Low • Dec 29New 90-day high: €28.40The company is up 14% from its price of €24.94 on 28 September 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.02 per share.
Is New 90 Day High Low • Oct 01New 90-day high: €26.28The company is up 45% from its price of €18.18 on 03 July 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €15.71 per share.