View Past PerformanceThis company listing is no longer activeThis company may still be operating, however this listing is no longer active.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 EventsGK Software バランスシートの健全性財務の健全性 基準チェック /46GK Softwareの総株主資本は€83.7M 、総負債は€14.3Mで、負債比率は17.1%となります。総資産と総負債はそれぞれ€150.3Mと€66.7Mです。主要情報17.08%負債資本比率€14.28m負債インタレスト・カバレッジ・レシオn/a現金€43.85mエクイティ€83.65m負債合計€66.68m総資産€150.34m財務の健全性に関する最新情報お知らせ • May 05GK Software to be DelistOn May 3, 2023, GK Software SE announced that it has entered into an agreement to be delisted by Fujitsu ND Solutions AG, a wholly owned subsidiary of Japan’s Fujitsu Limited (TSE:6702), following a successful takeover offer. Fujitsu ND Solutions declared in April its EUR 432 million (USD 473.7 million) takeover offer for GK Software successful as the minimum acceptance threshold of 55% has been reached. As of April 25, the bidder has secured 1.49 million shares, corresponding to about 65.57 % of GK Software’s voting rights. An additional acceptance period will run until May 9. In accordance with the latest agreement, Fujitsu ND Solutions will also make a public delisting offer to buy the remaining shares for EUR 190 apiece, the same as the consideration of the takeover offer. GK Software’s executive and supervisory boards have approved the delisting agreement and support the related delisting offer.すべての更新を表示Recent updatesお知らせ • May 18GK Software SE, Annual General Meeting, Jun 24, 2024GK Software SE, Annual General Meeting, Jun 24, 2024, at 12:00 W. Europe Standard Time.お知らせ • Jan 10GK Software SE Debuts New Point-Of-Sale Installations in North AmericaGK Software reported a very successful year, with growth in North America reaching new heights. The company also announces its focal points for NRF 2024: Retail's Big Show, including debuting its new loyalty solution, GK Engage, and showcasing the collaboration and benefits of the strategic partnership between GK and Fujitsu. In 2023, the company's customers were able to put over 25,000 new point-of-sale (POS) installations into production in more than 2,000 stores worldwide. These included large department stores and convenience stores in North America and Europe. According to RBR Data Service's "Global POS Software 2023" report, growth was particularly strong in the U.S. GK realized around 5% of all new installations in the world's largest retail market. In the grocery sector, one in four new point-of-sale installations came from GK (26%). It is expected that GK's growth will continue to accelerate, particularly in North America, as six new customers were signed in this region in 2023, which together operate over 20,000 stores. The new AI-supported customer loyalty solution GK Engage, which is designed to deepen the customer relationship at all levels through relevant recommendations, targeted promotions and other offers tailored directly to the individual customer, will be presented for the first time at NRF 2024: Retail’s Big Show. The solution’s personalized campaigns take into account customer preferences as well as the retailer's current inventory and goals. GK Engage is fully integrated into GK's CLOUD4RETAIL platform, allowing the solution to be accessible to consumers wherever they interact with the retailer – from mobile apps to self-checkout kiosks and traditional POS systems. At the NRF 2024: Retail’s Big Show retailers can learn about the new opportunities arising from the recently concluded global partnership with Fujitsu. Fujitsu is the majority shareholder, with over 72% of GK, and now distributes the company's solutions worldwide alongside SAP. At the neighboring Fujitsu and GK booths, NRF attendees will hear about the diverse retail and customer experience opportunities made possible by the portfolios of both companies. Last year, GK's work was recognized in numerous analyst reports as well as through several awards programs. Highlights include: In the RBR Data Service's report "Global POS Software 2023", GK was once again listed as one of the leading providers. The company is now ranked fourth for all installations worldwide, after ranking fifth in 2022. GK was featured as a relevant provider in Forrester's Merchant Payment Providers Landscape for fourth quarter of 2023. In the IDC MarketScape: Worldwide Point-of-Sale Software for Large Apparel and Softlines Retail 2023 Vendor Assessment, the company was rated as a leader. GK was honored as a finalist in the "Best Unified Customer Experience" category at the 2024 VIP Awards. In the RIS Leaderboard 2024, GK was ranked number one in customer satisfaction for large providers and in overall retailer performance in Tier 1 and Tier 2. GK was honored by the EHI Retail Institute as Top Supplier 2023 in the Best Customer Experience category together with the RETA Award (Retail Technology Award Europe) winner, Coop. To see GK Engage in action and learn more about the company's growth trajectory, visit GK at the NRF 2024: Retail’s Big Show.お知らせ • Sep 26GK Announces GK Engage, a Highly Personalized Loyalty Solution for Any Retail Touch Point Including Mobile Devices and Point-Of-SaleGK announced its latest solution, GK Engage, a modern, comprehensive and AI-powered loyalty program for every omnichannel retail touch point. This solution empowers retailers to create highly contextualized and personalized outreach including messaging, discounts and rewards that improve customer lifetime value and enrich a retailer's competitive differentiation. GK Engage was announced at GK's first-ever Retail Innovation Summit for the Americas, which is taking place Sept. 25-26 in Raleigh, North Carolina. Attendees can view GK Engage, alongside other GK solutions, at the newly unveiled GK Customer Experience Center. GK is a world leader in point-of-sale (POS) technology and, as a result, its product team has talked with retailers who wanted more out of their loyalty systems. To fill this gap, GK developed GK Engage, an modern take on loyalty. The solution draws inspiration from two successful GK solutions, MCA, GK's mobile loyalty program, and T+ Loyalty. These predecessor technologies have serviced more than one billion transactions per year for over six million registered users. Now, GK Engage customers will reap these benefits at scale using one comprehensive platform that works across a diverse range of online and in-store retail touch points. GK Engage provides retailers with real-time, AI-driven, personalized loyalty offers that surprise and delight customers. The complete solution creates loyalty tiers that automatically track all customer interactions and generate relevant campaigns to safeguard long-term retailer relationships and customer lifetime value. GK Engage can be integrated with merchandise master data and customer data to ensure all recommendations, promotions, coupons and more are beneficial to the individual customer, as well as the retailer's current inventory availability and financial goals. What's more, GK Engage is already integrated into GK's OmniPOS solution across all touch points including traditional POS, self-checkout kiosks, mobile, and frictionless store technology like GK GO.お知らせ • May 26GK Software SE(XTRA:GKS) dropped from S&P Global BMI IndexGK Software SE(XTRA:GKS) dropped from S&P Global BMI Indexお知らせ • May 20Gk Software Se Announces Appointment of A New Supervisory BoardGK Software SE announced that new three-member Supervisory Board was appointed by court until the next Annual General Meeting on 28 June 2023, comprising Dr Anke Nestler (Senior Managing Director of FTI Consulting Deutschland GmbH), Nicholas Fraser (Corporate Executive Officer of Fujitsu Limited) and John Pink (Vice President and Global Head of Consumer Experience of Fujitsu Uvance). The new Supervisory Board will stand for election at the company's Annual General Meeting. .お知らせ • May 18Fujitsu ND Solutions AG cancelled the acquisition of a 68.03% stake in GK Software SE (XTRA:GKS) for approximately €290 million.Fujitsu ND Solutions AG agreed to acquire GK Software SE (XTRA:GKS) for approximately €440 million on March 1, 2023. The offer price is €190 cash per share. GK’s founders and major shareholders, Rainer Gläß and Stephan Kronmüller, support the transaction and have entered into irrevocable undertakings with ND Solutions regarding their GK shares. Fujitsu intends funding the takeover offer with existing cash. CEO Rainer Gläß will leave the Company’s Executive Board in the event of a successful takeover, but will remain with the Company in an advisory capacity as Honorary Chairman of the Supervisory Board. Fujitsu has announced that the takeover offer is subject to a minimum acceptance threshold of 55 % of the Company's share capital. As of April 5, 2023, the Management Board and the Supervisory Board of GK Software support the Offer and recommend the GK Software shareholders to accept it. In addition, it is subject to the granting of regulatory approvals and other customary market conditions. As of May 12, 2023, all closing conditions have been fulfilled and the offer has been accepted for a total of 1,536,915 GK shares, representing approximately 67.62% stake in it. The acceptance period of Takeover Offer starts from March 23, 2023 and will run until April 20, 2023. As of May 2, 2023, The additional acceptance period for the voluntary public takeover offer will run until May 9, 2023. Closing of the takeover offer is currently expected to occur by July 2023.BofA Securities is acting as the exclusive financial advisor, and Dirk Besse and Sebastian Schwalme of Morrison & Foerster as legal advisor to Fujitsu. Arma Partners LLP is acting as exclusive financial adviser to GK Software SE regarding the offer and has been mandated to provide a fairness opinion. The international law firm Freshfields Bruckhaus Deringer is acting as legal advisor to GK Software SE.Fujitsu ND Solutions AG cancelled the acquisition of a 68.03% stake in GK Software SE (XTRA:GKS) for approximately €290 million on May 16, 2023.お知らせ • May 05GK Software to be DelistOn May 3, 2023, GK Software SE announced that it has entered into an agreement to be delisted by Fujitsu ND Solutions AG, a wholly owned subsidiary of Japan’s Fujitsu Limited (TSE:6702), following a successful takeover offer. Fujitsu ND Solutions declared in April its EUR 432 million (USD 473.7 million) takeover offer for GK Software successful as the minimum acceptance threshold of 55% has been reached. As of April 25, the bidder has secured 1.49 million shares, corresponding to about 65.57 % of GK Software’s voting rights. An additional acceptance period will run until May 9. In accordance with the latest agreement, Fujitsu ND Solutions will also make a public delisting offer to buy the remaining shares for EUR 190 apiece, the same as the consideration of the takeover offer. GK Software’s executive and supervisory boards have approved the delisting agreement and support the related delisting offer.Reported Earnings • May 02Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: €4.99 (down from €5.98 in FY 2021). Revenue: €158.2m (up 23% from FY 2021). Net income: €11.3m (down 14% from FY 2021). Profit margin: 7.1% (down from 10% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.1%. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 55% per year whereas the company’s share price has increased by 53% per year.Valuation Update With 7 Day Price Move • Mar 02Investor sentiment improves as stock rises 30%After last week's 30% share price gain to €188, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 27x in the Software industry in Germany. Total returns to shareholders of 239% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €157 per share.お知らせ • Jan 13GK Software SE to Report Nine Months, 2023 Results on Nov 28, 2023GK Software SE announced that they will report nine months, 2023 results on Nov 28, 2023Reported Earnings • Nov 30Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: €42.9m (up 37% from 3Q 2021). Net income: €4.45m (up 181% from 3Q 2021). Profit margin: 10% (up from 5.0% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Software industry in Germany.Reported Earnings • Sep 01Second quarter 2022 earnings releasedSecond quarter 2022 results: Net income: (down €7.06m from profit in 2Q 2021). Over the next year, revenue is forecast to grow 9.9%, compared to a 7.8% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 01+ 2 more updatesGK Software SE to Report First Half, 2023 Results on Aug 29, 2023GK Software SE announced that they will report first half, 2023 results on Aug 29, 2023Reported Earnings • May 03Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: €5.98 (up from €3.04 in FY 2020). Revenue: €128.8m (up 8.3% from FY 2020). Net income: €13.2m (up 112% from FY 2020). Profit margin: 10% (up from 5.2% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.4%. Over the next year, revenue is forecast to grow 13%, compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 27Third quarter 2021 earnings: Revenues in line with analyst expectationsThird quarter 2021 results: Revenue: €37.0m (up 26% from 3Q 2020). Net income: €1.58m (down 48% from 3Q 2020). Profit margin: 4.3% (down from 10% in 3Q 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 11%, compared to a 29% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 109% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.Price Target Changed • Sep 07Price target increased to €196Up from €182, the current price target is an average from 4 analysts. New target price is 15% above last closing price of €170. Stock is up 108% over the past year.Reported Earnings • Aug 27Second quarter 2021 earnings released: EPS €3.06 (vs €0.20 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €39.0m (up 43% from 2Q 2020). Net income: €7.06m (up €6.66m from 2Q 2020). Profit margin: 18% (up from 1.5% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 28First quarter 2021 earnings released: EPS €1.10 (vs €0.27 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €30.5m (up 4.9% from 1Q 2020). Net income: €2.11m (up €2.67m from 1Q 2020). Profit margin: 6.9% (up from net loss in 1Q 2020). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 02Full year 2020 earnings released: EPS €3.04 (vs €1.60 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €118.7m (up 2.3% from FY 2019). Net income: €6.21m (up €9.35m from FY 2019). Profit margin: 5.2% (up from net loss in FY 2019). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Price Target Changed • May 01Price target increased to €146Up from €134, the current price target is an average from 4 analysts. New target price is 17% above last closing price of €125. Stock is up 118% over the past year.Is New 90 Day High Low • Feb 19New 90-day high: €121The company is up 34% from its price of €90.00 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €178 per share.Price Target Changed • Feb 02Price target raised to €122Up from €112, the current price target is an average from 4 analysts. The new target price is 10% above the current share price of €110. As of last close, the stock is up 55% over the past year.Is New 90 Day High Low • Jan 29New 90-day high: €109The company is up 74% from its price of €62.20 on 30 October 2020. The German market is up 20% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €176 per share.Is New 90 Day High Low • Jan 14New 90-day high: €103The company is up 42% from its price of €72.40 on 16 October 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is down 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €170 per share.Reported Earnings • Nov 27Third quarter 2020 earnings released: EPS €1.48The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: €31.6m (up 7.3% from 3Q 2019). Net income: €3.06m (up €3.30m from 3Q 2019). Profit margin: 9.7% (up from net loss in 3Q 2019). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.Price Target Changed • Nov 11Price target raised to €110Up from €99.25, the current price target is an average from 4 analysts. The new target price is 33% above the current share price of €82.80. As of last close, the stock is up 41% over the past year.Valuation Update With 7 Day Price Move • Nov 06Market bids up stock over the past weekAfter last week's 19% share price gain to €73.80, the stock is trading at a trailing P/E ratio of 48.2x, up from the previous P/E ratio of 40.6x. This compares to an average P/E of 29x in the Software industry in Germany. Total return to shareholders over the past three years is a loss of 36%.Price Target Changed • Nov 06Price target raised to €103Up from €94.63, the current price target is an average from 4 analysts. The new target price is 40% above the current share price of €73.80. As of last close, the stock is up 28% over the past year.Is New 90 Day High Low • Oct 29New 90-day low: €63.00The company is down 5.0% from its price of €66.20 on 30 July 2020. The German market is down 4.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Software industry, which is down 27% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €113 per share.財務状況分析短期負債: GKSの 短期資産 ( €95.9M ) が 短期負債 ( €43.5M ) を超えています。長期負債: GKSの短期資産 ( €95.9M ) が 長期負債 ( €23.2M ) を上回っています。デット・ツー・エクイティの歴史と分析負債レベル: GKS総負債よりも多くの現金を保有しています。負債の削減: GKSの負債対資本比率は、過去 5 年間で80.9%から17.1%に減少しました。債務返済能力: GKSの 営業キャッシュフロー はマイナスであるため、負債は十分にカバーされていません。インタレストカバレッジ: GKSの負債に対する 利息支払い が EBIT によって 十分にカバーされている かどうかを判断するにはデータが不十分です。貸借対照表健全な企業の発掘7D1Y7D1Y7D1YSoftware 業界の健全な企業。View Dividend企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2023/10/29 16:34終値2023/08/01 00:00収益2023/06/30年間収益2022/12/31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GK Software SE 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。4 アナリスト機関Daniel GroßjohannEQUI.TS GmbHSebastian WeidhünerMontega AGAdam JakubowskiSMC Research1 その他のアナリストを表示
お知らせ • May 05GK Software to be DelistOn May 3, 2023, GK Software SE announced that it has entered into an agreement to be delisted by Fujitsu ND Solutions AG, a wholly owned subsidiary of Japan’s Fujitsu Limited (TSE:6702), following a successful takeover offer. Fujitsu ND Solutions declared in April its EUR 432 million (USD 473.7 million) takeover offer for GK Software successful as the minimum acceptance threshold of 55% has been reached. As of April 25, the bidder has secured 1.49 million shares, corresponding to about 65.57 % of GK Software’s voting rights. An additional acceptance period will run until May 9. In accordance with the latest agreement, Fujitsu ND Solutions will also make a public delisting offer to buy the remaining shares for EUR 190 apiece, the same as the consideration of the takeover offer. GK Software’s executive and supervisory boards have approved the delisting agreement and support the related delisting offer.
お知らせ • May 18GK Software SE, Annual General Meeting, Jun 24, 2024GK Software SE, Annual General Meeting, Jun 24, 2024, at 12:00 W. Europe Standard Time.
お知らせ • Jan 10GK Software SE Debuts New Point-Of-Sale Installations in North AmericaGK Software reported a very successful year, with growth in North America reaching new heights. The company also announces its focal points for NRF 2024: Retail's Big Show, including debuting its new loyalty solution, GK Engage, and showcasing the collaboration and benefits of the strategic partnership between GK and Fujitsu. In 2023, the company's customers were able to put over 25,000 new point-of-sale (POS) installations into production in more than 2,000 stores worldwide. These included large department stores and convenience stores in North America and Europe. According to RBR Data Service's "Global POS Software 2023" report, growth was particularly strong in the U.S. GK realized around 5% of all new installations in the world's largest retail market. In the grocery sector, one in four new point-of-sale installations came from GK (26%). It is expected that GK's growth will continue to accelerate, particularly in North America, as six new customers were signed in this region in 2023, which together operate over 20,000 stores. The new AI-supported customer loyalty solution GK Engage, which is designed to deepen the customer relationship at all levels through relevant recommendations, targeted promotions and other offers tailored directly to the individual customer, will be presented for the first time at NRF 2024: Retail’s Big Show. The solution’s personalized campaigns take into account customer preferences as well as the retailer's current inventory and goals. GK Engage is fully integrated into GK's CLOUD4RETAIL platform, allowing the solution to be accessible to consumers wherever they interact with the retailer – from mobile apps to self-checkout kiosks and traditional POS systems. At the NRF 2024: Retail’s Big Show retailers can learn about the new opportunities arising from the recently concluded global partnership with Fujitsu. Fujitsu is the majority shareholder, with over 72% of GK, and now distributes the company's solutions worldwide alongside SAP. At the neighboring Fujitsu and GK booths, NRF attendees will hear about the diverse retail and customer experience opportunities made possible by the portfolios of both companies. Last year, GK's work was recognized in numerous analyst reports as well as through several awards programs. Highlights include: In the RBR Data Service's report "Global POS Software 2023", GK was once again listed as one of the leading providers. The company is now ranked fourth for all installations worldwide, after ranking fifth in 2022. GK was featured as a relevant provider in Forrester's Merchant Payment Providers Landscape for fourth quarter of 2023. In the IDC MarketScape: Worldwide Point-of-Sale Software for Large Apparel and Softlines Retail 2023 Vendor Assessment, the company was rated as a leader. GK was honored as a finalist in the "Best Unified Customer Experience" category at the 2024 VIP Awards. In the RIS Leaderboard 2024, GK was ranked number one in customer satisfaction for large providers and in overall retailer performance in Tier 1 and Tier 2. GK was honored by the EHI Retail Institute as Top Supplier 2023 in the Best Customer Experience category together with the RETA Award (Retail Technology Award Europe) winner, Coop. To see GK Engage in action and learn more about the company's growth trajectory, visit GK at the NRF 2024: Retail’s Big Show.
お知らせ • Sep 26GK Announces GK Engage, a Highly Personalized Loyalty Solution for Any Retail Touch Point Including Mobile Devices and Point-Of-SaleGK announced its latest solution, GK Engage, a modern, comprehensive and AI-powered loyalty program for every omnichannel retail touch point. This solution empowers retailers to create highly contextualized and personalized outreach including messaging, discounts and rewards that improve customer lifetime value and enrich a retailer's competitive differentiation. GK Engage was announced at GK's first-ever Retail Innovation Summit for the Americas, which is taking place Sept. 25-26 in Raleigh, North Carolina. Attendees can view GK Engage, alongside other GK solutions, at the newly unveiled GK Customer Experience Center. GK is a world leader in point-of-sale (POS) technology and, as a result, its product team has talked with retailers who wanted more out of their loyalty systems. To fill this gap, GK developed GK Engage, an modern take on loyalty. The solution draws inspiration from two successful GK solutions, MCA, GK's mobile loyalty program, and T+ Loyalty. These predecessor technologies have serviced more than one billion transactions per year for over six million registered users. Now, GK Engage customers will reap these benefits at scale using one comprehensive platform that works across a diverse range of online and in-store retail touch points. GK Engage provides retailers with real-time, AI-driven, personalized loyalty offers that surprise and delight customers. The complete solution creates loyalty tiers that automatically track all customer interactions and generate relevant campaigns to safeguard long-term retailer relationships and customer lifetime value. GK Engage can be integrated with merchandise master data and customer data to ensure all recommendations, promotions, coupons and more are beneficial to the individual customer, as well as the retailer's current inventory availability and financial goals. What's more, GK Engage is already integrated into GK's OmniPOS solution across all touch points including traditional POS, self-checkout kiosks, mobile, and frictionless store technology like GK GO.
お知らせ • May 26GK Software SE(XTRA:GKS) dropped from S&P Global BMI IndexGK Software SE(XTRA:GKS) dropped from S&P Global BMI Index
お知らせ • May 20Gk Software Se Announces Appointment of A New Supervisory BoardGK Software SE announced that new three-member Supervisory Board was appointed by court until the next Annual General Meeting on 28 June 2023, comprising Dr Anke Nestler (Senior Managing Director of FTI Consulting Deutschland GmbH), Nicholas Fraser (Corporate Executive Officer of Fujitsu Limited) and John Pink (Vice President and Global Head of Consumer Experience of Fujitsu Uvance). The new Supervisory Board will stand for election at the company's Annual General Meeting. .
お知らせ • May 18Fujitsu ND Solutions AG cancelled the acquisition of a 68.03% stake in GK Software SE (XTRA:GKS) for approximately €290 million.Fujitsu ND Solutions AG agreed to acquire GK Software SE (XTRA:GKS) for approximately €440 million on March 1, 2023. The offer price is €190 cash per share. GK’s founders and major shareholders, Rainer Gläß and Stephan Kronmüller, support the transaction and have entered into irrevocable undertakings with ND Solutions regarding their GK shares. Fujitsu intends funding the takeover offer with existing cash. CEO Rainer Gläß will leave the Company’s Executive Board in the event of a successful takeover, but will remain with the Company in an advisory capacity as Honorary Chairman of the Supervisory Board. Fujitsu has announced that the takeover offer is subject to a minimum acceptance threshold of 55 % of the Company's share capital. As of April 5, 2023, the Management Board and the Supervisory Board of GK Software support the Offer and recommend the GK Software shareholders to accept it. In addition, it is subject to the granting of regulatory approvals and other customary market conditions. As of May 12, 2023, all closing conditions have been fulfilled and the offer has been accepted for a total of 1,536,915 GK shares, representing approximately 67.62% stake in it. The acceptance period of Takeover Offer starts from March 23, 2023 and will run until April 20, 2023. As of May 2, 2023, The additional acceptance period for the voluntary public takeover offer will run until May 9, 2023. Closing of the takeover offer is currently expected to occur by July 2023.BofA Securities is acting as the exclusive financial advisor, and Dirk Besse and Sebastian Schwalme of Morrison & Foerster as legal advisor to Fujitsu. Arma Partners LLP is acting as exclusive financial adviser to GK Software SE regarding the offer and has been mandated to provide a fairness opinion. The international law firm Freshfields Bruckhaus Deringer is acting as legal advisor to GK Software SE.Fujitsu ND Solutions AG cancelled the acquisition of a 68.03% stake in GK Software SE (XTRA:GKS) for approximately €290 million on May 16, 2023.
お知らせ • May 05GK Software to be DelistOn May 3, 2023, GK Software SE announced that it has entered into an agreement to be delisted by Fujitsu ND Solutions AG, a wholly owned subsidiary of Japan’s Fujitsu Limited (TSE:6702), following a successful takeover offer. Fujitsu ND Solutions declared in April its EUR 432 million (USD 473.7 million) takeover offer for GK Software successful as the minimum acceptance threshold of 55% has been reached. As of April 25, the bidder has secured 1.49 million shares, corresponding to about 65.57 % of GK Software’s voting rights. An additional acceptance period will run until May 9. In accordance with the latest agreement, Fujitsu ND Solutions will also make a public delisting offer to buy the remaining shares for EUR 190 apiece, the same as the consideration of the takeover offer. GK Software’s executive and supervisory boards have approved the delisting agreement and support the related delisting offer.
Reported Earnings • May 02Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: €4.99 (down from €5.98 in FY 2021). Revenue: €158.2m (up 23% from FY 2021). Net income: €11.3m (down 14% from FY 2021). Profit margin: 7.1% (down from 10% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.1%. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 55% per year whereas the company’s share price has increased by 53% per year.
Valuation Update With 7 Day Price Move • Mar 02Investor sentiment improves as stock rises 30%After last week's 30% share price gain to €188, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 27x in the Software industry in Germany. Total returns to shareholders of 239% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €157 per share.
お知らせ • Jan 13GK Software SE to Report Nine Months, 2023 Results on Nov 28, 2023GK Software SE announced that they will report nine months, 2023 results on Nov 28, 2023
Reported Earnings • Nov 30Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: €42.9m (up 37% from 3Q 2021). Net income: €4.45m (up 181% from 3Q 2021). Profit margin: 10% (up from 5.0% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Software industry in Germany.
Reported Earnings • Sep 01Second quarter 2022 earnings releasedSecond quarter 2022 results: Net income: (down €7.06m from profit in 2Q 2021). Over the next year, revenue is forecast to grow 9.9%, compared to a 7.8% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 01+ 2 more updatesGK Software SE to Report First Half, 2023 Results on Aug 29, 2023GK Software SE announced that they will report first half, 2023 results on Aug 29, 2023
Reported Earnings • May 03Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: €5.98 (up from €3.04 in FY 2020). Revenue: €128.8m (up 8.3% from FY 2020). Net income: €13.2m (up 112% from FY 2020). Profit margin: 10% (up from 5.2% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.4%. Over the next year, revenue is forecast to grow 13%, compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 27Third quarter 2021 earnings: Revenues in line with analyst expectationsThird quarter 2021 results: Revenue: €37.0m (up 26% from 3Q 2020). Net income: €1.58m (down 48% from 3Q 2020). Profit margin: 4.3% (down from 10% in 3Q 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 11%, compared to a 29% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 109% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Sep 07Price target increased to €196Up from €182, the current price target is an average from 4 analysts. New target price is 15% above last closing price of €170. Stock is up 108% over the past year.
Reported Earnings • Aug 27Second quarter 2021 earnings released: EPS €3.06 (vs €0.20 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €39.0m (up 43% from 2Q 2020). Net income: €7.06m (up €6.66m from 2Q 2020). Profit margin: 18% (up from 1.5% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 28First quarter 2021 earnings released: EPS €1.10 (vs €0.27 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €30.5m (up 4.9% from 1Q 2020). Net income: €2.11m (up €2.67m from 1Q 2020). Profit margin: 6.9% (up from net loss in 1Q 2020). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 02Full year 2020 earnings released: EPS €3.04 (vs €1.60 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €118.7m (up 2.3% from FY 2019). Net income: €6.21m (up €9.35m from FY 2019). Profit margin: 5.2% (up from net loss in FY 2019). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Price Target Changed • May 01Price target increased to €146Up from €134, the current price target is an average from 4 analysts. New target price is 17% above last closing price of €125. Stock is up 118% over the past year.
Is New 90 Day High Low • Feb 19New 90-day high: €121The company is up 34% from its price of €90.00 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €178 per share.
Price Target Changed • Feb 02Price target raised to €122Up from €112, the current price target is an average from 4 analysts. The new target price is 10% above the current share price of €110. As of last close, the stock is up 55% over the past year.
Is New 90 Day High Low • Jan 29New 90-day high: €109The company is up 74% from its price of €62.20 on 30 October 2020. The German market is up 20% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €176 per share.
Is New 90 Day High Low • Jan 14New 90-day high: €103The company is up 42% from its price of €72.40 on 16 October 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is down 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €170 per share.
Reported Earnings • Nov 27Third quarter 2020 earnings released: EPS €1.48The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: €31.6m (up 7.3% from 3Q 2019). Net income: €3.06m (up €3.30m from 3Q 2019). Profit margin: 9.7% (up from net loss in 3Q 2019). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
Price Target Changed • Nov 11Price target raised to €110Up from €99.25, the current price target is an average from 4 analysts. The new target price is 33% above the current share price of €82.80. As of last close, the stock is up 41% over the past year.
Valuation Update With 7 Day Price Move • Nov 06Market bids up stock over the past weekAfter last week's 19% share price gain to €73.80, the stock is trading at a trailing P/E ratio of 48.2x, up from the previous P/E ratio of 40.6x. This compares to an average P/E of 29x in the Software industry in Germany. Total return to shareholders over the past three years is a loss of 36%.
Price Target Changed • Nov 06Price target raised to €103Up from €94.63, the current price target is an average from 4 analysts. The new target price is 40% above the current share price of €73.80. As of last close, the stock is up 28% over the past year.
Is New 90 Day High Low • Oct 29New 90-day low: €63.00The company is down 5.0% from its price of €66.20 on 30 July 2020. The German market is down 4.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Software industry, which is down 27% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €113 per share.