View Future GrowthIT Link 過去の業績過去 基準チェック /26IT Linkは、平均年間6.2%の収益成長を遂げていますが、 Software業界の収益は、年間 成長しています。収益は、平均年間9.7% 10.7%収益成長率で 成長しています。 IT Linkの自己資本利益率は9.1%であり、純利益率は3.2%です。主要情報6.18%収益成長率5.07%EPS成長率Software 業界の成長14.88%収益成長率10.71%株主資本利益率9.08%ネット・マージン3.19%前回の決算情報31 Dec 2025最近の業績更新Reported Earnings • Apr 29Full year 2023 earnings released: EPS: €2.02 (vs €1.82 in FY 2022)Full year 2023 results: EPS: €2.02 (up from €1.82 in FY 2022). Revenue: €74.4m (up 16% from FY 2022). Net income: €3.42m (up 11% from FY 2022). Profit margin: 4.6% (down from 4.8% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.4% p.a. on average during the next 2 years, compared to a 9.8% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • May 01Full year 2021 earnings released: EPS: €1.76 (vs €1.12 in FY 2020)Full year 2021 results: EPS: €1.76 (up from €1.12 in FY 2020). Revenue: €59.8m (up 22% from FY 2020). Net income: €2.99m (up 63% from FY 2020). Profit margin: 5.0% (up from 3.7% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 7.1%, compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Sep 26First half 2021 earnings released: EPS €1.05 (vs €0.25 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €29.6m (up 23% from 1H 2020). Net income: €1.72m (up 313% from 1H 2020). Profit margin: 5.8% (up from 1.7% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has increased by 63% per year, which means it is tracking significantly ahead of earnings growth.すべての更新を表示Recent updatesDeclared Dividend • May 31Dividend of €0.50 announcedDividend of €0.50 is the same as last year. Ex-date: 6th July 2026 Payment date: 8th July 2026 Dividend yield will be 3.0%, which is higher than the industry average of 1.5%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 20% per year over the past 5 years and payments have been stable during that time. Earnings per share has grown by 7.2% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Board Change • May 21Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 5 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Claudie Naar was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • May 20IT Link SA, Annual General Meeting, Jun 25, 2026IT Link SA, Annual General Meeting, Jun 25, 2026. Location: 67 avenue de fontainebleau, le kremlin bicetre FranceBoard Change • Dec 30Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 5 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Claudie Naar was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • May 17+ 1 more updateIT Link SA announces Annual dividend, payable on July 08, 2025IT Link SA announced Annual dividend of EUR 0.5000 per share payable on July 08, 2025, ex-date on July 04, 2025 and record date on July 07, 2025.New Risk • Nov 12New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported December 2023 fiscal period end). Market cap is less than US$100m (€44.5m market cap, or US$47.3m).New Risk • Aug 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 6.7% 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 Share price has been volatile over the past 3 months (6.7% average weekly change). Market cap is less than US$100m (€42.3m market cap, or US$46.4m).Valuation Update With 7 Day Price Move • Jun 18Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €28.60, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 22x in the Software industry in Germany. Total returns to shareholders of 51% over the past three years.お知らせ • May 17IT Link SA, Annual General Meeting, Jun 27, 2024IT Link SA, Annual General Meeting, Jun 27, 2024.Reported Earnings • Apr 29Full year 2023 earnings released: EPS: €2.02 (vs €1.82 in FY 2022)Full year 2023 results: EPS: €2.02 (up from €1.82 in FY 2022). Revenue: €74.4m (up 16% from FY 2022). Net income: €3.42m (up 11% from FY 2022). Profit margin: 4.6% (down from 4.8% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.4% p.a. on average during the next 2 years, compared to a 9.8% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Mar 29Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €30.60, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 19x in the Software industry in Germany. Total returns to shareholders of 94% over the past three years.Buy Or Sell Opportunity • Mar 29Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 7.0% to €30.60. The fair value is estimated to be €24.48, however this is not to be taken as a sell 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 15%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 55% in the next 2 years.New Risk • Feb 16New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Market cap is less than US$100m (€49.8m market cap, or US$53.6m).Buy Or Sell Opportunity • Feb 08Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 7.9% to €30.00. The fair value is estimated to be €24.95, however this is not to be taken as a sell 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 15%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 55% in the next 2 years.お知らせ • Jan 11IT Link SA (ENXTPA:ALITL) acquired Ciao Technologies inc.IT Link SA (ENXTPA:ALITL) acquired Ciao Technologies inc. on January 9, 2024. This acquisition allows the IT Link Group to strengthen its presence in North America with just over 100 employees in Canada, making it the Group's second largest geography. This acquisition does not result in any change in the management and organization of Ciao Technologies, Jean DROUIN, current president and founder, retaining his role as director of the company. The price of this acquisition, paid in cash, was financed entirely from the company's own funds. The integration of Ciao Technologies into the consolidated scope of the IT Link Group is effective on January 9, 2024.IT Link SA (ENXTPA:ALITL) completed the acquisition of Ciao Technologies inc. on January 9, 2024.Valuation Update With 7 Day Price Move • Dec 19Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €29.10, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 27x in the Software industry in Germany. Total returns to shareholders of 146% over the past three years.Upcoming Dividend • Jun 28Upcoming dividend of €0.30 per share at 1.1% yieldEligible shareholders must have bought the stock before 05 July 2023. Payment date: 07 July 2023. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (1.6%).お知らせ • Nov 29IT Link Enters Exclusive Talks to Buy RadesIT LINK SA enters into exclusive negotiations with RADÈS with a view to acquiring 100% of the capital. With a team of 40 consultants, Radès achieved a turnover of EUR 4.1 million in 2021. Transaction could be finalized by the end of 2022 after signing a definitive agreement. Price of this acquisition, paid in cash, would be partially financed by a bank loan.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 1 highly experienced director. 2 independent directors (5 non-independent directors). Independent Director Denis Guyot was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Upcoming Dividend • Jun 29Upcoming dividend of €0.25 per shareEligible shareholders must have bought the stock before 06 July 2022. Payment date: 08 July 2022. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (2.1%).Reported Earnings • May 01Full year 2021 earnings released: EPS: €1.76 (vs €1.12 in FY 2020)Full year 2021 results: EPS: €1.76 (up from €1.12 in FY 2020). Revenue: €59.8m (up 22% from FY 2020). Net income: €2.99m (up 63% from FY 2020). Profit margin: 5.0% (up from 3.7% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 7.1%, compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 1 highly experienced director. 3 independent directors (5 non-independent directors). Independent Director Catherine Lelouch-Kammoun was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improved over the past weekAfter last week's 15% share price gain to €27.30, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 29x in the Software industry in Germany. Total returns to shareholders of 203% over the past three years.Valuation Update With 7 Day Price Move • Oct 20Investor sentiment improved over the past weekAfter last week's 20% share price gain to €31.00, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 34x in the Software industry in Germany. Total returns to shareholders of 357% over the past three years.Reported Earnings • Sep 26First half 2021 earnings released: EPS €1.05 (vs €0.25 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €29.6m (up 23% from 1H 2020). Net income: €1.72m (up 313% from 1H 2020). Profit margin: 5.8% (up from 1.7% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has increased by 63% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Aug 24Investor sentiment improved over the past weekAfter last week's 17% share price gain to €28.10, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 34x in the Software industry in Germany. Total returns to shareholders of 257% over the past three years.Valuation Update With 7 Day Price Move • Jul 07Investor sentiment improved over the past weekAfter last week's 18% share price gain to €22.90, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 34x in the Software industry in Germany. Total returns to shareholders of 203% over the past three years.Upcoming Dividend • Jul 01Upcoming dividend of €0.20 per shareEligible shareholders must have bought the stock before 07 July 2021. Payment date: 09 July 2021. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (1.5%).Valuation Update With 7 Day Price Move • Jun 19Investor sentiment improved over the past weekAfter last week's 15% share price gain to €19.50, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 33x in the Software industry in Germany. Total returns to shareholders of 112% over the past three years.Valuation Update With 7 Day Price Move • Jun 03Investor sentiment improved over the past weekAfter last week's 15% share price gain to €18.00, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 31x in the Software industry in Germany. Total returns to shareholders of 76% over the past three years.Is New 90 Day High Low • Jan 13New 90-day high: €12.80The company is up 25% from its price of €10.25 on 15 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is down 18% over the same period.Valuation Update With 7 Day Price Move • Nov 11Market bids up stock over the past weekAfter last week's 15% share price gain to €10.85, the stock is trading at a trailing P/E ratio of 10.7x, up from the previous P/E ratio of 9.3x. This compares to an average P/E of 28x in the Software industry in Germany. Total return to shareholders over the past three years is a loss of 33%.Is New 90 Day High Low • Nov 05New 90-day low: €9.06The company is down 28% from its price of €12.60 on 06 August 2020. The German market is down 3.0% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the Software industry, which is also down 28% over the same period.Is New 90 Day High Low • Oct 16New 90-day low: €10.25The company is down 5.0% from its price of €10.80 on 17 July 2020. The German market is flat over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is down 3.0% over the same period.収支内訳IT Link の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史DB:IL8 収益、費用、利益 ( )EUR Millions日付収益収益G+A経費研究開発費31 Dec 258530030 Sep 258530030 Jun 258340031 Mar 258340031 Dec 248340030 Sep 248040030 Jun 247830031 Mar 247630031 Dec 237330030 Sep 237130030 Jun 236930031 Mar 236730031 Dec 226430030 Sep 226330030 Jun 226230031 Mar 226030031 Dec 215930030 Sep 215730030 Jun 215530031 Mar 215220031 Dec 204920030 Sep 205020030 Jun 205120031 Mar 205120031 Dec 195230030 Sep 195020030 Jun 194720031 Mar 194620031 Dec 184410030 Sep 184310030 Jun 184200031 Mar 184210031 Dec 174210030 Sep 174320030 Jun 174330031 Mar 174330031 Dec 164220030 Sep 164130030 Jun 164130031 Mar 163930031 Dec 153830030 Sep 153620030 Jun 1534100質の高い収益: IL8は 高品質の収益 を持っています。利益率の向上: IL8の現在の純利益率 (3.2%)は、昨年(4.9%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: IL8の収益は過去 5 年間で年間6.2%増加しました。成長の加速: IL8は過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: IL8は過去 1 年間で収益成長率がマイナス ( -33% ) となったため、 Software業界平均 ( 17.1% ) と比較することが困難です。株主資本利益率高いROE: IL8の 自己資本利益率 ( 9.1% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YSoftware 、過去の業績が好調な企業。View Financial Health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2026/06/17 21:16終値2026/06/17 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこの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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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IT Link SA 0 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Claire DerayGilbert DupontEmmanuel ParotGilbert DupontClement VignardGilbert Dupont1 その他のアナリストを表示
Reported Earnings • Apr 29Full year 2023 earnings released: EPS: €2.02 (vs €1.82 in FY 2022)Full year 2023 results: EPS: €2.02 (up from €1.82 in FY 2022). Revenue: €74.4m (up 16% from FY 2022). Net income: €3.42m (up 11% from FY 2022). Profit margin: 4.6% (down from 4.8% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.4% p.a. on average during the next 2 years, compared to a 9.8% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • May 01Full year 2021 earnings released: EPS: €1.76 (vs €1.12 in FY 2020)Full year 2021 results: EPS: €1.76 (up from €1.12 in FY 2020). Revenue: €59.8m (up 22% from FY 2020). Net income: €2.99m (up 63% from FY 2020). Profit margin: 5.0% (up from 3.7% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 7.1%, compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Sep 26First half 2021 earnings released: EPS €1.05 (vs €0.25 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €29.6m (up 23% from 1H 2020). Net income: €1.72m (up 313% from 1H 2020). Profit margin: 5.8% (up from 1.7% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has increased by 63% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • May 31Dividend of €0.50 announcedDividend of €0.50 is the same as last year. Ex-date: 6th July 2026 Payment date: 8th July 2026 Dividend yield will be 3.0%, which is higher than the industry average of 1.5%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 20% per year over the past 5 years and payments have been stable during that time. Earnings per share has grown by 7.2% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Board Change • May 21Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 5 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Claudie Naar was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • May 20IT Link SA, Annual General Meeting, Jun 25, 2026IT Link SA, Annual General Meeting, Jun 25, 2026. Location: 67 avenue de fontainebleau, le kremlin bicetre France
Board Change • Dec 30Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 5 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Claudie Naar was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • May 17+ 1 more updateIT Link SA announces Annual dividend, payable on July 08, 2025IT Link SA announced Annual dividend of EUR 0.5000 per share payable on July 08, 2025, ex-date on July 04, 2025 and record date on July 07, 2025.
New Risk • Nov 12New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported December 2023 fiscal period end). Market cap is less than US$100m (€44.5m market cap, or US$47.3m).
New Risk • Aug 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 6.7% 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 Share price has been volatile over the past 3 months (6.7% average weekly change). Market cap is less than US$100m (€42.3m market cap, or US$46.4m).
Valuation Update With 7 Day Price Move • Jun 18Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €28.60, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 22x in the Software industry in Germany. Total returns to shareholders of 51% over the past three years.
お知らせ • May 17IT Link SA, Annual General Meeting, Jun 27, 2024IT Link SA, Annual General Meeting, Jun 27, 2024.
Reported Earnings • Apr 29Full year 2023 earnings released: EPS: €2.02 (vs €1.82 in FY 2022)Full year 2023 results: EPS: €2.02 (up from €1.82 in FY 2022). Revenue: €74.4m (up 16% from FY 2022). Net income: €3.42m (up 11% from FY 2022). Profit margin: 4.6% (down from 4.8% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.4% p.a. on average during the next 2 years, compared to a 9.8% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Mar 29Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €30.60, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 19x in the Software industry in Germany. Total returns to shareholders of 94% over the past three years.
Buy Or Sell Opportunity • Mar 29Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 7.0% to €30.60. The fair value is estimated to be €24.48, however this is not to be taken as a sell 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 15%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 55% in the next 2 years.
New Risk • Feb 16New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Market cap is less than US$100m (€49.8m market cap, or US$53.6m).
Buy Or Sell Opportunity • Feb 08Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 7.9% to €30.00. The fair value is estimated to be €24.95, however this is not to be taken as a sell 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 15%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 55% in the next 2 years.
お知らせ • Jan 11IT Link SA (ENXTPA:ALITL) acquired Ciao Technologies inc.IT Link SA (ENXTPA:ALITL) acquired Ciao Technologies inc. on January 9, 2024. This acquisition allows the IT Link Group to strengthen its presence in North America with just over 100 employees in Canada, making it the Group's second largest geography. This acquisition does not result in any change in the management and organization of Ciao Technologies, Jean DROUIN, current president and founder, retaining his role as director of the company. The price of this acquisition, paid in cash, was financed entirely from the company's own funds. The integration of Ciao Technologies into the consolidated scope of the IT Link Group is effective on January 9, 2024.IT Link SA (ENXTPA:ALITL) completed the acquisition of Ciao Technologies inc. on January 9, 2024.
Valuation Update With 7 Day Price Move • Dec 19Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €29.10, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 27x in the Software industry in Germany. Total returns to shareholders of 146% over the past three years.
Upcoming Dividend • Jun 28Upcoming dividend of €0.30 per share at 1.1% yieldEligible shareholders must have bought the stock before 05 July 2023. Payment date: 07 July 2023. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (1.6%).
お知らせ • Nov 29IT Link Enters Exclusive Talks to Buy RadesIT LINK SA enters into exclusive negotiations with RADÈS with a view to acquiring 100% of the capital. With a team of 40 consultants, Radès achieved a turnover of EUR 4.1 million in 2021. Transaction could be finalized by the end of 2022 after signing a definitive agreement. Price of this acquisition, paid in cash, would be partially financed by a bank loan.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 1 highly experienced director. 2 independent directors (5 non-independent directors). Independent Director Denis Guyot was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Upcoming Dividend • Jun 29Upcoming dividend of €0.25 per shareEligible shareholders must have bought the stock before 06 July 2022. Payment date: 08 July 2022. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (2.1%).
Reported Earnings • May 01Full year 2021 earnings released: EPS: €1.76 (vs €1.12 in FY 2020)Full year 2021 results: EPS: €1.76 (up from €1.12 in FY 2020). Revenue: €59.8m (up 22% from FY 2020). Net income: €2.99m (up 63% from FY 2020). Profit margin: 5.0% (up from 3.7% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 7.1%, compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 1 highly experienced director. 3 independent directors (5 non-independent directors). Independent Director Catherine Lelouch-Kammoun was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improved over the past weekAfter last week's 15% share price gain to €27.30, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 29x in the Software industry in Germany. Total returns to shareholders of 203% over the past three years.
Valuation Update With 7 Day Price Move • Oct 20Investor sentiment improved over the past weekAfter last week's 20% share price gain to €31.00, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 34x in the Software industry in Germany. Total returns to shareholders of 357% over the past three years.
Reported Earnings • Sep 26First half 2021 earnings released: EPS €1.05 (vs €0.25 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €29.6m (up 23% from 1H 2020). Net income: €1.72m (up 313% from 1H 2020). Profit margin: 5.8% (up from 1.7% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has increased by 63% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Aug 24Investor sentiment improved over the past weekAfter last week's 17% share price gain to €28.10, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 34x in the Software industry in Germany. Total returns to shareholders of 257% over the past three years.
Valuation Update With 7 Day Price Move • Jul 07Investor sentiment improved over the past weekAfter last week's 18% share price gain to €22.90, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 34x in the Software industry in Germany. Total returns to shareholders of 203% over the past three years.
Upcoming Dividend • Jul 01Upcoming dividend of €0.20 per shareEligible shareholders must have bought the stock before 07 July 2021. Payment date: 09 July 2021. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (1.5%).
Valuation Update With 7 Day Price Move • Jun 19Investor sentiment improved over the past weekAfter last week's 15% share price gain to €19.50, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 33x in the Software industry in Germany. Total returns to shareholders of 112% over the past three years.
Valuation Update With 7 Day Price Move • Jun 03Investor sentiment improved over the past weekAfter last week's 15% share price gain to €18.00, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 31x in the Software industry in Germany. Total returns to shareholders of 76% over the past three years.
Is New 90 Day High Low • Jan 13New 90-day high: €12.80The company is up 25% from its price of €10.25 on 15 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is down 18% over the same period.
Valuation Update With 7 Day Price Move • Nov 11Market bids up stock over the past weekAfter last week's 15% share price gain to €10.85, the stock is trading at a trailing P/E ratio of 10.7x, up from the previous P/E ratio of 9.3x. This compares to an average P/E of 28x in the Software industry in Germany. Total return to shareholders over the past three years is a loss of 33%.
Is New 90 Day High Low • Nov 05New 90-day low: €9.06The company is down 28% from its price of €12.60 on 06 August 2020. The German market is down 3.0% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the Software industry, which is also down 28% over the same period.
Is New 90 Day High Low • Oct 16New 90-day low: €10.25The company is down 5.0% from its price of €10.80 on 17 July 2020. The German market is flat over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is down 3.0% over the same period.