View Financial HealthHansen Technologies 配当と自社株買い配当金 基準チェック /46Hansen Technologies配当を支払う会社であり、現在の利回りは2.06%で、収益によって十分にカバーされています。主要情報2.1%配当利回りn/aバイバック利回り総株主利回りn/a将来の配当利回り2.6%配当成長6.9%次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向29%最近の配当と自社株買いの更新お知らせ • Aug 21Hansen Technologies Limited Declares Ordinary Dividend for Six Months Ended June 30, 2025, Payable on September 19, 2025Hansen Technologies Limited declared ordinary dividend of AUD 0.05000000 for six months ended June 30, 2025. Record Date: August 26, 2025. Ex Date: August 25, 2025. Payment Date: September 19, 2025.Declared Dividend • Aug 23Final dividend of AU$0.05 announcedShareholders will receive a dividend of AU$0.05. Ex-date: 26th August 2024 Payment date: 20th September 2024 Dividend yield will be 3.0%, which is higher than the industry average of 1.5%. Sustainability & Growth Dividend is not adequately covered by earnings (96% earnings payout ratio). However, it is covered by cash flows (53% cash payout ratio). The dividend has increased by an average of 5.2% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 7.2% to bring the payout ratio under control. EPS is expected to grow by 78% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Aug 23Hansen Technologies Limited Announces Ordinary Dividend for Six Months Ended June 30, 2024, Payable on September 20, 2024Hansen Technologies Limited announced ordinary dividend of AUD 0.05000000 for six months ended June 30, 2024. Record Date: August 27, 2024. Ex Date: August 26, 2024. Payment Date: September 20, 2024.Declared Dividend • Feb 23First half dividend of AU$0.05 announcedShareholders will receive a dividend of AU$0.05. Ex-date: 26th February 2024 Payment date: 21st March 2024 Dividend yield will be 2.6%, which is higher than the industry average of 1.5%. Sustainability & Growth Dividend is well covered by both earnings (46% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 5.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 45% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Aug 23+ 1 more updateHansen Technologies Limited Declares Final Dividend for the Six Months Ended June 20, 2023, Payable on 20 September 2023The Board of Hansen Technologies Limited has declared a final dividend of 5.0 cents per share, partially franked to 1.5 cents per share for the six months ended June 20, 2023. The record date for the final dividend is 29 August 2023 and the payment date is 20 September 2023. The Dividend Reinvestment Plan (DRP) will again be available to shareholders with no discount. The DRP election cut- off date will be 30 August 2023. Ex date is August 28, 2023.すべての更新を表示Recent updatesお知らせ • Jan 12Hansen Technologies Limited to Report First Half, 2026 Results on Feb 18, 2026Hansen Technologies Limited announced that they will report first half, 2026 results on Feb 18, 2026お知らせ • Jan 02Hansen Technologies Limited (ASX:HSN) completed the acquisition of Digitalk Group Holdings Ltd.Hansen Technologies Limited (ASX:HSN) entered into a binding agreement to acquire Digitalk Group Holdings Ltd for £33.1 million on November 5, 2025. A cash consideration of £33.1 million will be paid by Hansen Technologies Limited. As part of consideration, £33.1 million is paid towards common equity of Digitalk Group Holdings Ltd. The transaction to be funded through a combination of existing cash reserves and debt. Debt facility has been increased by £15.3 million. For the period ending June 30, 2025, Digitalk Group Holdings Ltd reported total revenue of £10.5 million and EBITDA of £3.3 million, reflecting an acquisition multiple of approximately 10x enterprise value to Cash EBITDA. The transaction is subject to approval by regulatory board / committee. The transaction is expected to complete by the end of 2025. The transaction is expected to be immediately accretive to Adjusted Earnings Per Share, supported by strong recurring revenue and profitability. Hansen Technologies Limited (ASX:HSN) completed the acquisition of Digitalk Group Holdings Ltd on December 31, 2025.お知らせ • Oct 17Bruce Adams Does Not Intend to Seek Re-Election as a Non-Executive Director of Hansen Technologies Limited's Annual General Meeting in NovemberHansen Technologies Limited announced that Bruce Adams has informed the company that he does not intend to seek re-election as a Non-Executive Director at Hansen's Annual General Meeting in November. Bruce's term as Non-Executive Director of Hansen will cease at the conclusion of the Group's Annual General Meeting. Bruce has served as a continuous Non-Executive Director of Hansen since March 2000, including roles as Deputy Chair and Member of the Remuneration Committee. Bruce's association with Hansen began in 1990 in the capacity of external legal adviser, and since joining the Board in 2000, he has played a pivotal role in guiding Hansen's governance and strategic direction. His legal expertise and steady leadership have been instrumental in shaping the company's growth and success. Following Bruce's decision not to seek re-election, Hansen Technologies will announce a new Deputy Chair at the Annual General Meeting.お知らせ • Oct 08Hansen Technologies Limited, Annual General Meeting, Nov 20, 2025Hansen Technologies Limited, Annual General Meeting, Nov 20, 2025.お知らせ • Aug 21Hansen Technologies Limited Declares Ordinary Dividend for Six Months Ended June 30, 2025, Payable on September 19, 2025Hansen Technologies Limited declared ordinary dividend of AUD 0.05000000 for six months ended June 30, 2025. Record Date: August 26, 2025. Ex Date: August 25, 2025. Payment Date: September 19, 2025.お知らせ • Jul 10Hansen Technologies Limited to Report Fiscal Year 2025 Results on Aug 20, 2025Hansen Technologies Limited announced that they will report fiscal year 2025 results on Aug 20, 2025お知らせ • Feb 19+ 2 more updatesHansen Technologies Limited Launches AI-Powered Virtual Agent to Enhance Customer ExperienceHansen Technologies Limited is unveiling an advanced AI solution to enhance the customer support experience. Hansen’s AI Virtual Agent is a Conversational (ConvAI) and Generative AI (GenAI) solution that is designed to integrate with Customer Information Systems (CIS) and is optimised for Hansen CIS, supporting diverse customer care needs. These can include setting up new accounts, updating personal information, processing bill payments, arranging payment plans, and transferring services. As utility and communications companies around the globe work to enhance customer satisfaction while alleviating pressure on overburdened call centre staff, those leading the charge are achieving success by delivering intelligent, seamless customer experiences—without compromising on cost efficiency. However, early AI-based customer support solutions fell short, struggling with limited natural language processing capabilities and a lack of industry-specific expertise. As a result, they were unable to handle the complexity and high volume of customer interactions spanning multiple communication channels.お知らせ • Jan 20Hansen Technologies Limited to Report First Half, 2025 Results on Feb 19, 2025Hansen Technologies Limited announced that they will report first half, 2025 results on Feb 19, 2025お知らせ • Jan 15Hansen Strengthens Community Solar Reach Across the United States, Targets New Growth OpportunitiesHansen Technologies announced that its Hansen CIS Community Solar Solution now supports customers across ten US states, with Colorado and Illinois being the latest additions to its expanding footprint. These two states are investing significantly to enable access for more Americans to more renewable energy options. Colorado has its Colorado Solar for All program and is focused on modernizing its Community Solar program; Illinois aims to have 50% of its electricity sourced from renewable sources by 2040, with initiatives ranging from its Future Energy Jobs Act and Illinois Solar for All. According to a recent study by the NREL (National Renewable Energy Laboratory), the technical potential for community solar in the United States points to Community Solar theoretically growing to serve all residential electricity customers who are unable to adopt behind-the-meter solar power, including low- to moderate-income households. veteran solar developer and infrastructure company, Cenergy Power, is leveraging Hansen's Community Solar Solution in Maine, with plans to expand into other states.Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €3.42, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 18x in the Software industry in Germany. Total loss to shareholders of 10% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €5.39 per share.お知らせ • Oct 15David Osborne Not to Stand for Re-Election as Non-Executive Director of Hansen Technologies Limited on 21 November 2024Hansen Technologies Ltd. announced that David Osborne has informed the company that he does not intend to seek re-election as a Non-Executive Director at Hansen's Annual General Meeting in November 2024. David's term as a Non-Executive Director of the Hansen Group will cease at the conclusion of the Group's Annual General Meeting on the November 21, 2024. David's association with Hansen commenced in 1987 as an external chartered accountant advising the group before his appointment as a director in 1997 until 2000. Since then, his professional support and expertise has been an instrumental part of the growth and success of the Group. David has been a continuous Non-Executive Director of the Group since 1st March 2006 and is a Member of the Audit and Risk Committee. With the appointment of Rebecca Wilson to the position of Non-Executive Director with effect from 28 March 2024, David's Non-Executive Director position will not be replaced.お知らせ • Oct 14Hansen Technologies Limited, Annual General Meeting, Nov 21, 2024Hansen Technologies Limited, Annual General Meeting, Nov 21, 2024.Declared Dividend • Aug 23Final dividend of AU$0.05 announcedShareholders will receive a dividend of AU$0.05. Ex-date: 26th August 2024 Payment date: 20th September 2024 Dividend yield will be 3.0%, which is higher than the industry average of 1.5%. Sustainability & Growth Dividend is not adequately covered by earnings (96% earnings payout ratio). However, it is covered by cash flows (53% cash payout ratio). The dividend has increased by an average of 5.2% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 7.2% to bring the payout ratio under control. EPS is expected to grow by 78% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Aug 23Hansen Technologies Limited Announces Ordinary Dividend for Six Months Ended June 30, 2024, Payable on September 20, 2024Hansen Technologies Limited announced ordinary dividend of AUD 0.05000000 for six months ended June 30, 2024. Record Date: August 27, 2024. Ex Date: August 26, 2024. Payment Date: September 20, 2024.Reported Earnings • Aug 22Full year 2024 earnings released: EPS: AU$0.10 (vs AU$0.21 in FY 2023)Full year 2024 results: EPS: AU$0.10 (down from AU$0.21 in FY 2023). Revenue: AU$353.1m (up 13% from FY 2023). Net income: AU$21.1m (down 51% from FY 2023). Profit margin: 6.0% (down from 14% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.お知らせ • Jun 26Hansen Technologies Limited to Report Fiscal Year 2024 Results on Aug 21, 2024Hansen Technologies Limited announced that they will report fiscal year 2024 results on Aug 21, 2024New Risk • Mar 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.0% average weekly change).Valuation Update With 7 Day Price Move • Feb 27Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €2.84, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 19x in the Software industry in Germany. Total returns to shareholders of 4.6% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €5.07 per share.Declared Dividend • Feb 23First half dividend of AU$0.05 announcedShareholders will receive a dividend of AU$0.05. Ex-date: 26th February 2024 Payment date: 21st March 2024 Dividend yield will be 2.6%, which is higher than the industry average of 1.5%. Sustainability & Growth Dividend is well covered by both earnings (46% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 5.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 45% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 22First half 2024 earnings released: EPS: AU$0.087 (vs AU$0.08 in 1H 2023)First half 2024 results: EPS: AU$0.087 (up from AU$0.08 in 1H 2023). Revenue: AU$167.9m (up 13% from 1H 2023). Net income: AU$17.6m (up 8.9% from 1H 2023). Profit margin: 11% (in line with 1H 2023). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.お知らせ • Feb 13Hansen Technologies Limited (ASX:HSN) acquired powercloud GmbH for €30 million.Hansen Technologies Limited (ASX:HSN) acquired powercloud GmbH for €30 million on February 13, 2024. The acquisition has been 100% debt-funded from Hansen’s existing banking facility. Hansen Technologies Limited (ASX:HSN) completed the acquisition of powercloud GmbH on February 13, 2024.お知らせ • Jan 23Hansen Technologies Limited to Report First Half, 2024 Results on Feb 21, 2024Hansen Technologies Limited announced that they will report first half, 2024 results on Feb 21, 2024お知らせ • Oct 13Hansen Technologies Limited, Annual General Meeting, Nov 23, 2023Hansen Technologies Limited, Annual General Meeting, Nov 23, 2023, at 11:01 AUS Eastern Standard Time. Agenda: To consider the financial report of the Company and its controlled entities and the related reports of the Directors and Auditors for the year ended 30 June 2023 and to provide members with the opportunity to raise any issues or ask any questions generally of the Directors; to consider adoption of Directors' Remuneration Report; to consider re-Election of Mr David Trude; to consider Re-Election of Mr David Howell; to consider Re-Election of Mr Don Rankin; and to consider other matters.お知らせ • Aug 23+ 1 more updateHansen Technologies Limited Declares Final Dividend for the Six Months Ended June 20, 2023, Payable on 20 September 2023The Board of Hansen Technologies Limited has declared a final dividend of 5.0 cents per share, partially franked to 1.5 cents per share for the six months ended June 20, 2023. The record date for the final dividend is 29 August 2023 and the payment date is 20 September 2023. The Dividend Reinvestment Plan (DRP) will again be available to shareholders with no discount. The DRP election cut- off date will be 30 August 2023. Ex date is August 28, 2023.Reported Earnings • Aug 23Full year 2023 earnings released: EPS: AU$0.21 (vs AU$0.21 in FY 2022)Full year 2023 results: EPS: AU$0.21 (up from AU$0.21 in FY 2022). Revenue: AU$315.2m (up 6.3% from FY 2022). Net income: AU$42.8m (up 2.0% from FY 2022). Profit margin: 14% (in line with FY 2022). Revenue is forecast to grow 2.5% p.a. on average during the next 2 years, compared to a 7.1% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 28Hansen Technologies Limited to Report Fiscal Year 2023 Results on Aug 23, 2023Hansen Technologies Limited announced that they will report fiscal year 2023 results on Aug 23, 2023お知らせ • Jun 19Hansen Technologies Limited Announces CEO ChangesHansen Technologies Ltd. advised that Managing Director and Chief Executive Officer, Andrew Hansen, will transition his operational tasks to Chief Development Officer and former Chief Financial Officer (CFO), Graeme Taylor, who will become the Chief Executive Officer (CEO) effective immediately. Andrew will remain as Managing Director to allow him more time to focus on Hansen's strategic growth activities. Graeme will continue to report to Andrew and through into the Board. This transition fulfils a well-defined and long-established plan by Andrew and the Board, which enables Andrew to spend more time on global strategies focused on growth, including Hansen's merger and acquisition (M&A) activities, as Graeme oversees the day-to-day operations as CEO. Andrew remains committed to the success of Hansen both as a shareholder and Managing Director. Graeme is a seasoned technology executive having worked alongside Andrew and the executive management team for almost a decade, including as CFO between 2014 to 2023 and most recently Chief Development Officer when, based in London, he oversaw M&A and other strategic projects across Europe. Graeme has relocated back to Melbourne, Australia, following the successful transition of the CFO function to Richard English announced to the ASX on 22 February 2023. Graeme brings more than 30 years of experience to the role including a deep understanding of the business from an operational, financial, and commercial perspective both domestically and internationally.Valuation Update With 7 Day Price Move • Jun 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €3.30, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 27x in the Software industry in Germany. Total returns to shareholders of 92% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €3.52 per share.Buying Opportunity • Mar 21Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be €3.40, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 20%. For the next 3 years, revenue is forecast to grow by 3.0% per annum. Earnings is also forecast to grow by 9.5% per annum over the same time period.Buying Opportunity • Mar 02Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be €3.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 20%. For the next 3 years, revenue is forecast to grow by 3.0% per annum. Earnings is also forecast to grow by 9.5% per annum over the same time period.Reported Earnings • Feb 23First half 2023 earnings released: EPS: AU$0.08 (vs AU$0.12 in 1H 2022)First half 2023 results: EPS: AU$0.08 (down from AU$0.12 in 1H 2022). Revenue: AU$149.6m (flat on 1H 2022). Net income: AU$16.2m (down 31% from 1H 2022). Profit margin: 11% (down from 16% in 1H 2022). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 19Hansen Technologies Limited to Report First Half, 2023 Results on Feb 22, 2023Hansen Technologies Limited announced that they will report first half, 2023 results on Feb 22, 2023Board Change • Nov 17Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Non-Executive Director Don Rankin was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Aug 24Full year 2022 earnings released: EPS: AU$0.21 (vs AU$0.29 in FY 2021)Full year 2022 results: EPS: AU$0.21 (down from AU$0.29 in FY 2021). Revenue: AU$297.4m (down 3.4% from FY 2021). Net income: AU$41.9m (down 27% from FY 2021). Profit margin: 14% (down from 19% in FY 2021). The decrease in margin was primarily driven by lower revenue. Over the next year, revenue is forecast to grow 3.2%, 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 38% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.Buying Opportunity • May 07Now 20% undervaluedOver the last 90 days, the stock is up 9.7%. The fair value is estimated to be €4.27, 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% over the last 3 years. Earnings per share has grown by 44%. For the next 3 years, revenue is forecast to grow by 1.7% per annum. Earnings is also forecast to grow by 0.04% per annum over the same time period.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Don Rankin was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Mar 02Less than half of directors are independentFollowing Non-Executive Director Lisa Pendlebury's arrival on 01 March 2022, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Don Rankin was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Buying Opportunity • Feb 25Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 7.6%. The fair value is estimated to be AU$4.01, 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 44% per annum over the last 3 years.Reported Earnings • Feb 22First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: AU$0.12 (up from AU$0.10 in 1H 2021). Revenue: AU$148.9m (up 4.7% from 1H 2021). Net income: AU$23.4m (up 15% from 1H 2021). Profit margin: 16% (up from 14% in 1H 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is expected to shrink by 3.5% compared to a 15% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.Board Change • Dec 06Insufficient 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. 2 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Don Rankin was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 25Full year 2021 earnings released: EPS AU$0.29 (vs AU$0.13 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$307.7m (up 2.1% from FY 2020). Net income: AU$57.3m (up 123% from FY 2020). Profit margin: 19% (up from 8.5% in FY 2020). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jun 07Investor sentiment improved over the past weekAfter last week's 15% share price gain to AU$3.96, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 32x in the Software industry in Germany. Total returns to shareholders of 57% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €3.83 per share.Valuation Update With 7 Day Price Move • Mar 11Investor sentiment improved over the past weekAfter last week's 18% share price gain to AU$3.16, the stock is trading at a trailing P/E ratio of 27.9x, up from the previous P/E ratio of 23.6x. This compares to an average P/E of 33x in the Software industry in Germany. Total returns to shareholders over the past three years are 23%.Reported Earnings • Feb 26First half 2021 earnings released: EPS AU$0.10 (vs AU$0.038 in 1H 2020)The company reported a decent first half result with improved earnings and profit margins, although revenues were weaker. First half 2021 results: Revenue: AU$142.2m (down 1.5% from 1H 2020). Net income: AU$20.3m (up 166% from 1H 2020). Profit margin: 14% (up from 5.3% in 1H 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has remained flat.Analyst Estimate Surprise Post Earnings • Feb 26Revenue misses expectationsRevenue missed analyst estimates by 3.1%. Over the next year, revenue is expected to shrink by 2.0% compared to a 27% growth forecast for the Software industry in Germany.Is New 90 Day High Low • Feb 16New 90-day high: €2.80The company is up 22% from its price of €2.30 on 18 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 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.85 per share.Is New 90 Day High Low • Jan 26New 90-day high: €2.56The company is up 4.0% from its price of €2.46 on 28 October 2020. The German market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.74 per share.決済の安定と成長配当データの取得安定した配当: H2Tの配当金支払いは、過去10年間 変動性 が高かった。増加する配当: H2Tの配当金は過去10年間にわたって増加しています。配当利回り対市場Hansen Technologies 配当利回り対市場H2T 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (H2T)2.1%市場下位25% (DE)1.5%市場トップ25% (DE)4.6%業界平均 (Software)1.8%アナリスト予想 (H2T) (最長3年)2.6%注目すべき配当: H2Tの配当金 ( 2.06% ) はGerman市場の配当金支払者の下位 25% ( 1.5% ) よりも高くなっています。高配当: H2Tの配当金 ( 2.06% ) はGerman市場の配当金支払者の上位 25% ( 4.6% ) と比較すると低いです。株主への利益配当収益カバレッジ: H2Tの 配当性向 ( 29% ) はかなり低いため、配当金の支払いは利益によって十分にカバーされます。株主配当金キャッシュフローカバレッジ: H2Tは低い 現金配当性向 ( 21.3% ) であるため、配当金の支払いはキャッシュフローによって十分にカバーされています。高配当企業の発掘7D1Y7D1Y7D1YDE 市場の強力な配当支払い企業。View Management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2026/05/11 07:36終値2026/05/11 00:00収益2025/12/31年間収益2025/06/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Hansen Technologies Limited 7 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。9 アナリスト機関Nicholas McGarrigleBarrenjoey Markets Pty LimitedJosh KannourakisBarrenjoey Markets Pty LimitedAnnabel LiGoldman Sachs6 その他のアナリストを表示
お知らせ • Aug 21Hansen Technologies Limited Declares Ordinary Dividend for Six Months Ended June 30, 2025, Payable on September 19, 2025Hansen Technologies Limited declared ordinary dividend of AUD 0.05000000 for six months ended June 30, 2025. Record Date: August 26, 2025. Ex Date: August 25, 2025. Payment Date: September 19, 2025.
Declared Dividend • Aug 23Final dividend of AU$0.05 announcedShareholders will receive a dividend of AU$0.05. Ex-date: 26th August 2024 Payment date: 20th September 2024 Dividend yield will be 3.0%, which is higher than the industry average of 1.5%. Sustainability & Growth Dividend is not adequately covered by earnings (96% earnings payout ratio). However, it is covered by cash flows (53% cash payout ratio). The dividend has increased by an average of 5.2% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 7.2% to bring the payout ratio under control. EPS is expected to grow by 78% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Aug 23Hansen Technologies Limited Announces Ordinary Dividend for Six Months Ended June 30, 2024, Payable on September 20, 2024Hansen Technologies Limited announced ordinary dividend of AUD 0.05000000 for six months ended June 30, 2024. Record Date: August 27, 2024. Ex Date: August 26, 2024. Payment Date: September 20, 2024.
Declared Dividend • Feb 23First half dividend of AU$0.05 announcedShareholders will receive a dividend of AU$0.05. Ex-date: 26th February 2024 Payment date: 21st March 2024 Dividend yield will be 2.6%, which is higher than the industry average of 1.5%. Sustainability & Growth Dividend is well covered by both earnings (46% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 5.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 45% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Aug 23+ 1 more updateHansen Technologies Limited Declares Final Dividend for the Six Months Ended June 20, 2023, Payable on 20 September 2023The Board of Hansen Technologies Limited has declared a final dividend of 5.0 cents per share, partially franked to 1.5 cents per share for the six months ended June 20, 2023. The record date for the final dividend is 29 August 2023 and the payment date is 20 September 2023. The Dividend Reinvestment Plan (DRP) will again be available to shareholders with no discount. The DRP election cut- off date will be 30 August 2023. Ex date is August 28, 2023.
お知らせ • Jan 12Hansen Technologies Limited to Report First Half, 2026 Results on Feb 18, 2026Hansen Technologies Limited announced that they will report first half, 2026 results on Feb 18, 2026
お知らせ • Jan 02Hansen Technologies Limited (ASX:HSN) completed the acquisition of Digitalk Group Holdings Ltd.Hansen Technologies Limited (ASX:HSN) entered into a binding agreement to acquire Digitalk Group Holdings Ltd for £33.1 million on November 5, 2025. A cash consideration of £33.1 million will be paid by Hansen Technologies Limited. As part of consideration, £33.1 million is paid towards common equity of Digitalk Group Holdings Ltd. The transaction to be funded through a combination of existing cash reserves and debt. Debt facility has been increased by £15.3 million. For the period ending June 30, 2025, Digitalk Group Holdings Ltd reported total revenue of £10.5 million and EBITDA of £3.3 million, reflecting an acquisition multiple of approximately 10x enterprise value to Cash EBITDA. The transaction is subject to approval by regulatory board / committee. The transaction is expected to complete by the end of 2025. The transaction is expected to be immediately accretive to Adjusted Earnings Per Share, supported by strong recurring revenue and profitability. Hansen Technologies Limited (ASX:HSN) completed the acquisition of Digitalk Group Holdings Ltd on December 31, 2025.
お知らせ • Oct 17Bruce Adams Does Not Intend to Seek Re-Election as a Non-Executive Director of Hansen Technologies Limited's Annual General Meeting in NovemberHansen Technologies Limited announced that Bruce Adams has informed the company that he does not intend to seek re-election as a Non-Executive Director at Hansen's Annual General Meeting in November. Bruce's term as Non-Executive Director of Hansen will cease at the conclusion of the Group's Annual General Meeting. Bruce has served as a continuous Non-Executive Director of Hansen since March 2000, including roles as Deputy Chair and Member of the Remuneration Committee. Bruce's association with Hansen began in 1990 in the capacity of external legal adviser, and since joining the Board in 2000, he has played a pivotal role in guiding Hansen's governance and strategic direction. His legal expertise and steady leadership have been instrumental in shaping the company's growth and success. Following Bruce's decision not to seek re-election, Hansen Technologies will announce a new Deputy Chair at the Annual General Meeting.
お知らせ • Oct 08Hansen Technologies Limited, Annual General Meeting, Nov 20, 2025Hansen Technologies Limited, Annual General Meeting, Nov 20, 2025.
お知らせ • Aug 21Hansen Technologies Limited Declares Ordinary Dividend for Six Months Ended June 30, 2025, Payable on September 19, 2025Hansen Technologies Limited declared ordinary dividend of AUD 0.05000000 for six months ended June 30, 2025. Record Date: August 26, 2025. Ex Date: August 25, 2025. Payment Date: September 19, 2025.
お知らせ • Jul 10Hansen Technologies Limited to Report Fiscal Year 2025 Results on Aug 20, 2025Hansen Technologies Limited announced that they will report fiscal year 2025 results on Aug 20, 2025
お知らせ • Feb 19+ 2 more updatesHansen Technologies Limited Launches AI-Powered Virtual Agent to Enhance Customer ExperienceHansen Technologies Limited is unveiling an advanced AI solution to enhance the customer support experience. Hansen’s AI Virtual Agent is a Conversational (ConvAI) and Generative AI (GenAI) solution that is designed to integrate with Customer Information Systems (CIS) and is optimised for Hansen CIS, supporting diverse customer care needs. These can include setting up new accounts, updating personal information, processing bill payments, arranging payment plans, and transferring services. As utility and communications companies around the globe work to enhance customer satisfaction while alleviating pressure on overburdened call centre staff, those leading the charge are achieving success by delivering intelligent, seamless customer experiences—without compromising on cost efficiency. However, early AI-based customer support solutions fell short, struggling with limited natural language processing capabilities and a lack of industry-specific expertise. As a result, they were unable to handle the complexity and high volume of customer interactions spanning multiple communication channels.
お知らせ • Jan 20Hansen Technologies Limited to Report First Half, 2025 Results on Feb 19, 2025Hansen Technologies Limited announced that they will report first half, 2025 results on Feb 19, 2025
お知らせ • Jan 15Hansen Strengthens Community Solar Reach Across the United States, Targets New Growth OpportunitiesHansen Technologies announced that its Hansen CIS Community Solar Solution now supports customers across ten US states, with Colorado and Illinois being the latest additions to its expanding footprint. These two states are investing significantly to enable access for more Americans to more renewable energy options. Colorado has its Colorado Solar for All program and is focused on modernizing its Community Solar program; Illinois aims to have 50% of its electricity sourced from renewable sources by 2040, with initiatives ranging from its Future Energy Jobs Act and Illinois Solar for All. According to a recent study by the NREL (National Renewable Energy Laboratory), the technical potential for community solar in the United States points to Community Solar theoretically growing to serve all residential electricity customers who are unable to adopt behind-the-meter solar power, including low- to moderate-income households. veteran solar developer and infrastructure company, Cenergy Power, is leveraging Hansen's Community Solar Solution in Maine, with plans to expand into other states.
Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €3.42, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 18x in the Software industry in Germany. Total loss to shareholders of 10% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €5.39 per share.
お知らせ • Oct 15David Osborne Not to Stand for Re-Election as Non-Executive Director of Hansen Technologies Limited on 21 November 2024Hansen Technologies Ltd. announced that David Osborne has informed the company that he does not intend to seek re-election as a Non-Executive Director at Hansen's Annual General Meeting in November 2024. David's term as a Non-Executive Director of the Hansen Group will cease at the conclusion of the Group's Annual General Meeting on the November 21, 2024. David's association with Hansen commenced in 1987 as an external chartered accountant advising the group before his appointment as a director in 1997 until 2000. Since then, his professional support and expertise has been an instrumental part of the growth and success of the Group. David has been a continuous Non-Executive Director of the Group since 1st March 2006 and is a Member of the Audit and Risk Committee. With the appointment of Rebecca Wilson to the position of Non-Executive Director with effect from 28 March 2024, David's Non-Executive Director position will not be replaced.
お知らせ • Oct 14Hansen Technologies Limited, Annual General Meeting, Nov 21, 2024Hansen Technologies Limited, Annual General Meeting, Nov 21, 2024.
Declared Dividend • Aug 23Final dividend of AU$0.05 announcedShareholders will receive a dividend of AU$0.05. Ex-date: 26th August 2024 Payment date: 20th September 2024 Dividend yield will be 3.0%, which is higher than the industry average of 1.5%. Sustainability & Growth Dividend is not adequately covered by earnings (96% earnings payout ratio). However, it is covered by cash flows (53% cash payout ratio). The dividend has increased by an average of 5.2% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 7.2% to bring the payout ratio under control. EPS is expected to grow by 78% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Aug 23Hansen Technologies Limited Announces Ordinary Dividend for Six Months Ended June 30, 2024, Payable on September 20, 2024Hansen Technologies Limited announced ordinary dividend of AUD 0.05000000 for six months ended June 30, 2024. Record Date: August 27, 2024. Ex Date: August 26, 2024. Payment Date: September 20, 2024.
Reported Earnings • Aug 22Full year 2024 earnings released: EPS: AU$0.10 (vs AU$0.21 in FY 2023)Full year 2024 results: EPS: AU$0.10 (down from AU$0.21 in FY 2023). Revenue: AU$353.1m (up 13% from FY 2023). Net income: AU$21.1m (down 51% from FY 2023). Profit margin: 6.0% (down from 14% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
お知らせ • Jun 26Hansen Technologies Limited to Report Fiscal Year 2024 Results on Aug 21, 2024Hansen Technologies Limited announced that they will report fiscal year 2024 results on Aug 21, 2024
New Risk • Mar 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.0% average weekly change).
Valuation Update With 7 Day Price Move • Feb 27Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €2.84, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 19x in the Software industry in Germany. Total returns to shareholders of 4.6% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €5.07 per share.
Declared Dividend • Feb 23First half dividend of AU$0.05 announcedShareholders will receive a dividend of AU$0.05. Ex-date: 26th February 2024 Payment date: 21st March 2024 Dividend yield will be 2.6%, which is higher than the industry average of 1.5%. Sustainability & Growth Dividend is well covered by both earnings (46% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 5.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 45% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 22First half 2024 earnings released: EPS: AU$0.087 (vs AU$0.08 in 1H 2023)First half 2024 results: EPS: AU$0.087 (up from AU$0.08 in 1H 2023). Revenue: AU$167.9m (up 13% from 1H 2023). Net income: AU$17.6m (up 8.9% from 1H 2023). Profit margin: 11% (in line with 1H 2023). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
お知らせ • Feb 13Hansen Technologies Limited (ASX:HSN) acquired powercloud GmbH for €30 million.Hansen Technologies Limited (ASX:HSN) acquired powercloud GmbH for €30 million on February 13, 2024. The acquisition has been 100% debt-funded from Hansen’s existing banking facility. Hansen Technologies Limited (ASX:HSN) completed the acquisition of powercloud GmbH on February 13, 2024.
お知らせ • Jan 23Hansen Technologies Limited to Report First Half, 2024 Results on Feb 21, 2024Hansen Technologies Limited announced that they will report first half, 2024 results on Feb 21, 2024
お知らせ • Oct 13Hansen Technologies Limited, Annual General Meeting, Nov 23, 2023Hansen Technologies Limited, Annual General Meeting, Nov 23, 2023, at 11:01 AUS Eastern Standard Time. Agenda: To consider the financial report of the Company and its controlled entities and the related reports of the Directors and Auditors for the year ended 30 June 2023 and to provide members with the opportunity to raise any issues or ask any questions generally of the Directors; to consider adoption of Directors' Remuneration Report; to consider re-Election of Mr David Trude; to consider Re-Election of Mr David Howell; to consider Re-Election of Mr Don Rankin; and to consider other matters.
お知らせ • Aug 23+ 1 more updateHansen Technologies Limited Declares Final Dividend for the Six Months Ended June 20, 2023, Payable on 20 September 2023The Board of Hansen Technologies Limited has declared a final dividend of 5.0 cents per share, partially franked to 1.5 cents per share for the six months ended June 20, 2023. The record date for the final dividend is 29 August 2023 and the payment date is 20 September 2023. The Dividend Reinvestment Plan (DRP) will again be available to shareholders with no discount. The DRP election cut- off date will be 30 August 2023. Ex date is August 28, 2023.
Reported Earnings • Aug 23Full year 2023 earnings released: EPS: AU$0.21 (vs AU$0.21 in FY 2022)Full year 2023 results: EPS: AU$0.21 (up from AU$0.21 in FY 2022). Revenue: AU$315.2m (up 6.3% from FY 2022). Net income: AU$42.8m (up 2.0% from FY 2022). Profit margin: 14% (in line with FY 2022). Revenue is forecast to grow 2.5% p.a. on average during the next 2 years, compared to a 7.1% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 28Hansen Technologies Limited to Report Fiscal Year 2023 Results on Aug 23, 2023Hansen Technologies Limited announced that they will report fiscal year 2023 results on Aug 23, 2023
お知らせ • Jun 19Hansen Technologies Limited Announces CEO ChangesHansen Technologies Ltd. advised that Managing Director and Chief Executive Officer, Andrew Hansen, will transition his operational tasks to Chief Development Officer and former Chief Financial Officer (CFO), Graeme Taylor, who will become the Chief Executive Officer (CEO) effective immediately. Andrew will remain as Managing Director to allow him more time to focus on Hansen's strategic growth activities. Graeme will continue to report to Andrew and through into the Board. This transition fulfils a well-defined and long-established plan by Andrew and the Board, which enables Andrew to spend more time on global strategies focused on growth, including Hansen's merger and acquisition (M&A) activities, as Graeme oversees the day-to-day operations as CEO. Andrew remains committed to the success of Hansen both as a shareholder and Managing Director. Graeme is a seasoned technology executive having worked alongside Andrew and the executive management team for almost a decade, including as CFO between 2014 to 2023 and most recently Chief Development Officer when, based in London, he oversaw M&A and other strategic projects across Europe. Graeme has relocated back to Melbourne, Australia, following the successful transition of the CFO function to Richard English announced to the ASX on 22 February 2023. Graeme brings more than 30 years of experience to the role including a deep understanding of the business from an operational, financial, and commercial perspective both domestically and internationally.
Valuation Update With 7 Day Price Move • Jun 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €3.30, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 27x in the Software industry in Germany. Total returns to shareholders of 92% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €3.52 per share.
Buying Opportunity • Mar 21Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be €3.40, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 20%. For the next 3 years, revenue is forecast to grow by 3.0% per annum. Earnings is also forecast to grow by 9.5% per annum over the same time period.
Buying Opportunity • Mar 02Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be €3.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 20%. For the next 3 years, revenue is forecast to grow by 3.0% per annum. Earnings is also forecast to grow by 9.5% per annum over the same time period.
Reported Earnings • Feb 23First half 2023 earnings released: EPS: AU$0.08 (vs AU$0.12 in 1H 2022)First half 2023 results: EPS: AU$0.08 (down from AU$0.12 in 1H 2022). Revenue: AU$149.6m (flat on 1H 2022). Net income: AU$16.2m (down 31% from 1H 2022). Profit margin: 11% (down from 16% in 1H 2022). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 19Hansen Technologies Limited to Report First Half, 2023 Results on Feb 22, 2023Hansen Technologies Limited announced that they will report first half, 2023 results on Feb 22, 2023
Board Change • Nov 17Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Non-Executive Director Don Rankin was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Aug 24Full year 2022 earnings released: EPS: AU$0.21 (vs AU$0.29 in FY 2021)Full year 2022 results: EPS: AU$0.21 (down from AU$0.29 in FY 2021). Revenue: AU$297.4m (down 3.4% from FY 2021). Net income: AU$41.9m (down 27% from FY 2021). Profit margin: 14% (down from 19% in FY 2021). The decrease in margin was primarily driven by lower revenue. Over the next year, revenue is forecast to grow 3.2%, 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 38% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • May 07Now 20% undervaluedOver the last 90 days, the stock is up 9.7%. The fair value is estimated to be €4.27, 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% over the last 3 years. Earnings per share has grown by 44%. For the next 3 years, revenue is forecast to grow by 1.7% per annum. Earnings is also forecast to grow by 0.04% per annum over the same time period.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Don Rankin was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Mar 02Less than half of directors are independentFollowing Non-Executive Director Lisa Pendlebury's arrival on 01 March 2022, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Don Rankin was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Buying Opportunity • Feb 25Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 7.6%. The fair value is estimated to be AU$4.01, 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 44% per annum over the last 3 years.
Reported Earnings • Feb 22First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: AU$0.12 (up from AU$0.10 in 1H 2021). Revenue: AU$148.9m (up 4.7% from 1H 2021). Net income: AU$23.4m (up 15% from 1H 2021). Profit margin: 16% (up from 14% in 1H 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is expected to shrink by 3.5% compared to a 15% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
Board Change • Dec 06Insufficient 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. 2 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Don Rankin was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 25Full year 2021 earnings released: EPS AU$0.29 (vs AU$0.13 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$307.7m (up 2.1% from FY 2020). Net income: AU$57.3m (up 123% from FY 2020). Profit margin: 19% (up from 8.5% in FY 2020). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jun 07Investor sentiment improved over the past weekAfter last week's 15% share price gain to AU$3.96, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 32x in the Software industry in Germany. Total returns to shareholders of 57% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €3.83 per share.
Valuation Update With 7 Day Price Move • Mar 11Investor sentiment improved over the past weekAfter last week's 18% share price gain to AU$3.16, the stock is trading at a trailing P/E ratio of 27.9x, up from the previous P/E ratio of 23.6x. This compares to an average P/E of 33x in the Software industry in Germany. Total returns to shareholders over the past three years are 23%.
Reported Earnings • Feb 26First half 2021 earnings released: EPS AU$0.10 (vs AU$0.038 in 1H 2020)The company reported a decent first half result with improved earnings and profit margins, although revenues were weaker. First half 2021 results: Revenue: AU$142.2m (down 1.5% from 1H 2020). Net income: AU$20.3m (up 166% from 1H 2020). Profit margin: 14% (up from 5.3% in 1H 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has remained flat.
Analyst Estimate Surprise Post Earnings • Feb 26Revenue misses expectationsRevenue missed analyst estimates by 3.1%. Over the next year, revenue is expected to shrink by 2.0% compared to a 27% growth forecast for the Software industry in Germany.
Is New 90 Day High Low • Feb 16New 90-day high: €2.80The company is up 22% from its price of €2.30 on 18 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 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.85 per share.
Is New 90 Day High Low • Jan 26New 90-day high: €2.56The company is up 4.0% from its price of €2.46 on 28 October 2020. The German market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.74 per share.