View Future GrowthNagarro 過去の業績過去 基準チェック /56Nagarroは、平均年間6.1%の収益成長を遂げていますが、 IT業界の収益は、年間 成長しています。収益は、平均年間6.1% 14%収益成長率で 成長しています。 Nagarroの自己資本利益率は27.2%であり、純利益率は4.7%です。主要情報6.13%収益成長率-2.23%EPS成長率IT 業界の成長13.97%収益成長率13.97%株主資本利益率27.19%ネット・マージン4.74%次回の業績アップデート14 Aug 2026最近の業績更新Reported Earnings • May 20First quarter 2026 earnings released: EPS: €1.55 (vs €0.85 in 1Q 2025)First quarter 2026 results: EPS: €1.55 (up from €0.85 in 1Q 2025). Revenue: €248.1m (flat on 1Q 2025). Net income: €19.2m (up 71% from 1Q 2025). Profit margin: 7.7% (up from 4.5% in 1Q 2025). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has fallen by 22% per year, which means it is performing significantly worse than earnings.お知らせ • Mar 24+ 1 more updateNagarro SE to Report Fiscal Year 2025 Results on Mar 24, 2026Nagarro SE announced that they will report fiscal year 2025 results on Mar 24, 2026お知らせ • Feb 02+ 3 more updatesNagarro SE to Report First Half, 2026 Results on Aug 14, 2026Nagarro SE announced that they will report first half, 2026 results on Aug 14, 2026お知らせ • Feb 04+ 3 more updatesNagarro SE to Report Fiscal Year 2024 Results on Apr 29, 2025Nagarro SE announced that they will report fiscal year 2024 results at 9:00 AM, Central European Standard Time on Apr 29, 2025Reported Earnings • Nov 16Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: €246.4m (up 5.1% from 3Q 2023). Net income: €12.8m (up 1.6% from 3Q 2023). Profit margin: 5.2% (down from 5.4% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the IT industry in Germany.Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: €0.91 (vs €0.84 in 2Q 2023)Second quarter 2024 results: EPS: €0.91 (up from €0.84 in 2Q 2023). Revenue: €254.0m (up 12% from 2Q 2023). Net income: €12.0m (up 5.0% from 2Q 2023). Profit margin: 4.7% (down from 5.0% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.すべての更新を表示Recent updatesDeclared Dividend • May 24Dividend of €1.00 announcedDividend of €1.00 is the same as last year. Ex-date: 30th June 2026 Payment date: 2nd July 2026 Dividend yield will be 2.5%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (27% earnings payout ratio) and cash flows (21% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 61% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 22+ 1 more updateNagarro SE, Annual General Meeting, Jun 29, 2026Nagarro SE, Annual General Meeting, Jun 29, 2026, at 10:00 W. Europe Standard Time.Reported Earnings • May 20First quarter 2026 earnings released: EPS: €1.55 (vs €0.85 in 1Q 2025)First quarter 2026 results: EPS: €1.55 (up from €0.85 in 1Q 2025). Revenue: €248.1m (flat on 1Q 2025). Net income: €19.2m (up 71% from 1Q 2025). Profit margin: 7.7% (up from 4.5% in 1Q 2025). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has fallen by 22% per year, which means it is performing significantly worse than earnings.お知らせ • May 02Nagarro SE Proposes DividendNagarro SE Management Board and Supervisory Board will propose to the Annual General Meeting the distribution of a dividend of €1.00 per share.お知らせ • Apr 17+ 1 more updateNagarro SE Appoints Prateek Aggarwal as Chief Financial Officer, Effective May 1, 2026The Supervisory Board of Nagarro SE has appointed Prateek Aggarwal as Chief Financial Officer, effective May 1, 2026. He will serve an initial term of three years. With this appointment, Nagarro expands and strengthens its leadership team, and establishes a dedicated CFO role to support the company's continued global growth, enhanced governance, and constructive engagement with international capital markets. Prateek Aggarwal brings more than 20 years of finance leadership experience in the technology and IT services sector. He has held senior roles in global listed companies, including multi-country and culturally diverse operating environments, with a strong track record in financial management, operational discipline, and capital markets engagement. Most recently, he served in a senior value creation role at RPSG Group. Prior to that, he was Chief Financial Officer at HCLTech and Hexaware Technologies, where he led global finance functions and supported business growth and transformation initiatives.お知らせ • Mar 24+ 1 more updateNagarro SE to Report Fiscal Year 2025 Results on Mar 24, 2026Nagarro SE announced that they will report fiscal year 2025 results on Mar 24, 2026お知らせ • Feb 02+ 3 more updatesNagarro SE to Report First Half, 2026 Results on Aug 14, 2026Nagarro SE announced that they will report first half, 2026 results on Aug 14, 2026お知らせ • Jan 09Nagarro SE Announces Board and Committees AppointmentsNagarro SE announced that the Supervisory Board has elected Christian Bacherl as its Chairperson and Jack Clemons as Deputy Chairperson, following the resignation of Dr. Martin Enderle as Chairperson and member of the Supervisory Board for health reasons effective December 31, 2025. The Supervisory Board has also initiated the process to find a candidate for the vacant seat on the Supervisory Board. The Nomination & Remuneration Committee and the Strategy Committee of the Supervisory Board have also been recomposed. Dr. Shalini Sarin is now chairing the Nomination & Remuneration Committee with Christian Bacherl joining as Deputy and Jack Clemons. The Strategy Committee continues with Dr. Hans-Paul Bürkner as Chairperson together with Jack Clemons as the new Deputy and Vishal Gaur. The Audit Committee remains unchanged with Jack Clemons as Chairperson, Christian Bacherl as Deputy and Vishal Gaur.お知らせ • Aug 14+ 2 more updatesNagarro SE Declares DividendNagarro SE announced that A dividend of €1.00 per share amounting to €12.6 million (13.1% of 2024 EBIT) has been declared during the Annual General Meeting held on June 30, 2025.お知らせ • May 23Nagarro SE, Annual General Meeting, Jun 30, 2025Nagarro SE, Annual General Meeting, Jun 30, 2025, at 10:00 W. Europe Standard Time.お知らせ • May 16Nagarro Se Proposes DividendNagarro SE announced that the Management Board and Supervisory Board of Nagarro SE will, for the first time, propose to the Annual General Meeting the distribution of a dividend of €1.00 per share. The proposed dividend marks an important milestone and underlines the company's long-term value creation strategy.お知らせ • May 09+ 2 more updatesNagarro SE(XTRA:NA9) dropped from Germany TECDAX Index (Price Return)Nagarro SE has been dropped from the Germany TECDAX (Price Return) Index.お知らせ • Mar 23Carl Georg Dürschmidt to Resign as Member and Chairperson of the Supervisory Board of Nagarro SE, Effective May 1, 2025The chairperson of the Supervisory Board of Nagarro SE, Mr. Carl Georg Dürschmidt, has informed the Company of his wish to resign from his office as member and chairperson of the Supervisory Board with effect as of May 1, 2025, i.e., in six weeks and the Supervisory Board and the Management Board have accepted this. The Company will address the succession of Mr. Dürschmidt and propose a suitable successor at the Annual General Meeting on June 25, 2025, in the course of the Supervisory Board elections that are due to take place anyway.お知らせ • Feb 04+ 3 more updatesNagarro SE to Report Fiscal Year 2024 Results on Apr 29, 2025Nagarro SE announced that they will report fiscal year 2024 results at 9:00 AM, Central European Standard Time on Apr 29, 2025お知らせ • Jan 23Nagarro SE Provides Revenue Guidance for the Year 2025Nagarro SE provided revenue guidance for the year 2025. The company expects revenues of between €1,020 million and €1,080 million for 2025.Price Target Changed • Dec 30Price target decreased by 7.4% to €112Down from €121, the current price target is an average from 4 analysts. New target price is 40% above last closing price of €79.95. Stock is down 9.2% over the past year. The company posted earnings per share of €3.87 last year.Reported Earnings • Nov 16Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: €246.4m (up 5.1% from 3Q 2023). Net income: €12.8m (up 1.6% from 3Q 2023). Profit margin: 5.2% (down from 5.4% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the IT industry in Germany.お知らせ • Oct 30Nagarro SE (XTRA:NA9) acquired Fwd View Limited.Nagarro SE (XTRA:NA9) acquired Fwd View Limited on October 30, 2024. Nagarro SE (XTRA:NA9) completed the acquisition of Fwd View Limited on October 30, 2024.Valuation Update With 7 Day Price Move • Oct 22Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €96.15, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 15x in the IT industry in Germany. Total loss to shareholders of 45% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €153 per share.お知らせ • Oct 18Warburg Pincus Reportedly Weighs Buyout of NagarroWarburg Pincus LLC is weighing a possible buyout of German IT services company Nagarro SE (XTRA:NA9), people familiar with the matter said, potentially adding to the strong momentum of deal making in the country. The US-based firm is working with advisers on a proposal to take Nagarro private, according to the people, asking not to be identified discussing confidential information. Deliberations are ongoing and Warburg could decide against making an offer, the people said. Other buyout firms have also previously looked at Nagarro, they said. Nagarro is in talks with certain interested parties regarding a potential take-private including a public tender offer, the company said in a statement on October 16, 2024, without identifying the potential suitors. A representative for Warburg declined to comment.お知らせ • Oct 17Nagarro SE Revises Earnings Guidance for the Year 2024Nagarro SE revised earnings guidance for the year 2024. The company now estimates the total 2024 revenue, calculated at today’s currency exchange rates and not including future acquisitions, to be in the region of €960 million.Price Target Changed • Oct 17Price target decreased by 9.7% to €110Down from €121, the current price target is an average from 4 analysts. New target price is 16% above last closing price of €94.35. Stock is up 35% over the past year. The company is forecast to post earnings per share of €4.34 for next year compared to €3.87 last year.Price Target Changed • Sep 06Price target increased by 11% to €126Up from €114, the current price target is an average from 3 analysts. New target price is 71% above last closing price of €73.65. Stock is up 15% over the past year. The company is forecast to post earnings per share of €4.66 for next year compared to €3.87 last year.Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: €0.91 (vs €0.84 in 2Q 2023)Second quarter 2024 results: EPS: €0.91 (up from €0.84 in 2Q 2023). Revenue: €254.0m (up 12% from 2Q 2023). Net income: €12.0m (up 5.0% from 2Q 2023). Profit margin: 4.7% (down from 5.0% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.New Risk • Jul 29New 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 High level of debt (72% net debt to equity). Share price has been volatile over the past 3 months (6.7% average weekly change). Profit margins are more than 30% lower than last year (5.8% net profit margin).分析記事 • Jul 12Returns On Capital At Nagarro (FRA:NA9) Have Hit The BrakesIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...分析記事 • Jun 21Here's Why It's Unlikely That Nagarro SE's (FRA:NA9) CEO Will See A Pay Rise This YearKey Insights Nagarro's Annual General Meeting to take place on 27th of June Total pay for CEO Manas Human includes...分析記事 • Jun 20Nagarro SE's (FRA:NA9) Share Price Matching Investor OpinionNagarro SE's ( FRA:NA9 ) price-to-earnings (or "P/E") ratio of 19.3x might make it look like a sell right now compared...Reported Earnings • May 15First quarter 2024 earnings released: EPS: €1.24 (vs €1.11 in 1Q 2023)First quarter 2024 results: EPS: €1.24 (up from €1.11 in 1Q 2023). Revenue: €244.9m (up 6.7% from 1Q 2023). Net income: €16.6m (up 9.4% from 1Q 2023). Profit margin: 6.8% (up from 6.6% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the IT 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 remained flat, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €86.45, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 15x in the IT industry in Germany. Negligible returns to shareholders over past three years. Simply Wall St's valuation model estimates the intrinsic value at €134 per share.分析記事 • Apr 19Here's What Analysts Are Forecasting For Nagarro SE (FRA:NA9) After Its Annual ResultsShareholders might have noticed that Nagarro SE ( FRA:NA9 ) filed its annual result this time last week. The early...Buy Or Sell Opportunity • Apr 18Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 26% to €69.05. The fair value is estimated to be €87.32, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has declined by 51%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.分析記事 • Apr 18Calculating The Intrinsic Value Of Nagarro SE (FRA:NA9)Key Insights The projected fair value for Nagarro is €87.40 based on 2 Stage Free Cash Flow to Equity Current share...Reported Earnings • Apr 17Full year 2023 earnings: Revenues in line with analyst expectationsFull year 2023 results: Revenue: €944.6m (up 10% from FY 2022). Net income: €52.1m (down 33% from FY 2022). Profit margin: 5.5% (down from 9.0% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.お知らせ • Mar 03Nagarro SE, Annual General Meeting, Jun 27, 2024Nagarro SE, Annual General Meeting, Jun 27, 2024.分析記事 • Mar 01Investor Optimism Abounds Nagarro SE (FRA:NA9) But Growth Is LackingWith a price-to-earnings (or "P/E") ratio of 20.1x Nagarro SE ( FRA:NA9 ) may be sending bearish signals at the moment...Buy Or Sell Opportunity • Feb 28Now 20% undervaluedOver the last 90 days, the stock has risen 3.9% to €87.50. The fair value is estimated to be €110, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Earnings per share has declined by 142%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 50% in the next 2 years.Buy Or Sell Opportunity • Feb 08Now 20% undervaluedOver the last 90 days, the stock has risen 12% to €86.55. The fair value is estimated to be €108, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Earnings per share has declined by 142%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 50% in the next 2 years.分析記事 • Feb 08Is It Too Late To Consider Buying Nagarro SE (FRA:NA9)?Nagarro SE ( FRA:NA9 ), is not the largest company out there, but it saw a significant share price rise of 36% in the...分析記事 • Jan 22Nagarro (FRA:NA9) Seems To Use Debt Quite SensiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Jan 15+ 3 more updatesNagarro SE to Report Fiscal Year 2023 Results on Apr 16, 2024Nagarro SE announced that they will report fiscal year 2023 results at 11:00 AM, Central European Standard Time on Apr 16, 2024分析記事 • Jan 05Is Nagarro SE (FRA:NA9) Trading At A 41% Discount?Key Insights The projected fair value for Nagarro is €142 based on 2 Stage Free Cash Flow to Equity Nagarro is...分析記事 • Nov 30Nagarro SE (FRA:NA9) Stocks Shoot Up 31% But Its P/E Still Looks ReasonableNagarro SE ( FRA:NA9 ) shareholders would be excited to see that the share price has had a great month, posting a 31...Buying Opportunity • Nov 19Now 20% undervaluedOver the last 90 days, the stock is up 9.1%. The fair value is estimated to be €101, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Earnings per share has declined by 142%. Revenue is forecast to grow by 20% in 2 years. Earnings is forecast to grow by 50% in the next 2 years.分析記事 • Nov 17Nagarro SE (FRA:NA9) Just Released Its Third-Quarter Earnings: Here's What Analysts ThinkInvestors in Nagarro SE ( FRA:NA9 ) had a good week, as its shares rose 5.0% to close at €79.70 following the release...Reported Earnings • Nov 15Third quarter 2023 earnings released: EPS: €0.94 (vs €1.87 in 3Q 2022)Third quarter 2023 results: EPS: €0.94 (down from €1.87 in 3Q 2022). Revenue: €241.2m (up 5.0% from 3Q 2022). Net income: €12.6m (down 51% from 3Q 2022). Profit margin: 5.2% (down from 11% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the IT industry in Germany.Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €75.95, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 16x in the IT industry in Germany. Total loss to shareholders of 22% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €97.88 per share.New Risk • Nov 04New 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 6.2% 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 High level of debt (101% net debt to equity). Share price has been volatile over the past 3 months (6.2% average weekly change).分析記事 • Oct 02What Is Nagarro SE's (FRA:NA9) Share Price Doing?Nagarro SE ( FRA:NA9 ), is not the largest company out there, but it saw significant share price movement during recent...分析記事 • Aug 31An Intrinsic Calculation For Nagarro SE (FRA:NA9) Suggests It's 30% UndervaluedKey Insights Using the 2 Stage Free Cash Flow to Equity, Nagarro fair value estimate is €104 Current share price of...お知らせ • Aug 29Nagarro Launches Cutting-Edge Digital Experience Offering, the Genome AI PlatformNagarro has launched a cutting-edge digital experience offering, the Genome AI platform. This platform promises to revolutionize the way enterprises innovate and personalize digital experiences for their customers. The platform has been built to deliver the customer-facing part of Nagarro's vision of the AI-driven Fluidic Enterprise. It joins Ginger AI, which delivers the employee experience part of the Fluidic Enterprise vision. In today's landscape of digital experiences, the key to brand success lies in enabling personalized offerings and smooth user journeys powered by data and AI technologies. This requires micro-level and nuanced experience analysis, individualized interactions, and real-time performance metrics. Nagarro's Genome AI platform excels in delivering hyper-personalized experiences, smart recommendations, cutting-edge loyalty programs, and versatile enterprise planning solutions. Designed with modularity, the platform accommodates a diverse range of stakeholder needs. Users can either integrate specific modules into their existing cloud infrastructure or deploy them as standalone services. The Genome AI platform equips enterprises with interactive tools for knowledge discovery facilitated through an easily navigable, micro- attributes-based ontology. It also supports collaborative simulations and optimizations, all seamlessly integrated with intuitive, language-based user interfaces.Major Estimate Revision • Aug 21Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from €939.6m to €915.0m. EPS estimate also fell from €4.82 per share to €4.03 per share. Net income forecast to shrink 4.3% next year vs 56% growth forecast for IT industry in Germany . Consensus price target down from €135 to €125. Share price fell 3.4% to €73.50 over the past week.Reported Earnings • Aug 15Second quarter 2023 earnings released: EPS: €0.84 (vs €1.62 in 2Q 2022)Second quarter 2023 results: EPS: €0.84 (down from €1.62 in 2Q 2022). Revenue: €237.5m (up 13% from 2Q 2022). Net income: €11.5m (down 49% from 2Q 2022). Profit margin: 4.8% (down from 11% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the IT industry in Germany.Price Target Changed • Aug 14Price target decreased by 8.4% to €125Down from €137, the current price target is an average from 4 analysts. New target price is 62% above last closing price of €77.40. Stock is down 38% over the past year. The company is forecast to post earnings per share of €4.23 for next year compared to €5.62 last year.分析記事 • Jul 20Nagarro (FRA:NA9) Is Very Good At Capital AllocationIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...分析記事 • May 27Estimating The Intrinsic Value Of Nagarro SE (FRA:NA9)Key Insights Nagarro's estimated fair value is €86.91 based on 2 Stage Free Cash Flow to Equity With €79.75 share...Major Estimate Revision • May 19Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from €1.03b to €945.8m. EPS estimate also fell from €5.68 per share to €4.94 per share. Net income forecast to shrink 12% next year vs 30% growth forecast for IT industry in Germany . Consensus price target down from €165 to €137. Share price fell 2.3% to €83.60 over the past week.Price Target Changed • May 15Price target decreased by 17% to €146Down from €177, the current price target is an average from 4 analysts. New target price is 71% above last closing price of €85.55. Stock is down 31% over the past year. The company is forecast to post earnings per share of €5.48 for next year compared to €5.62 last year.分析記事 • Apr 21Is It Time To Consider Buying Nagarro SE (FRA:NA9)?Nagarro SE ( FRA:NA9 ), is not the largest company out there, but it received a lot of attention from a substantial...Reported Earnings • Apr 20Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: €5.62 (up from €2.53 in FY 2021). Revenue: €884.8m (up 62% from FY 2021). Net income: €77.3m (up 158% from FY 2021). Profit margin: 8.7% (up from 5.5% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.2%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the IT industry in Germany.Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €107, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 19x in the IT industry in Germany. Total loss to shareholders of 22% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €78.35 per share.分析記事 • Apr 03The Trend Of High Returns At Nagarro (FRA:NA9) Has Us Very InterestedIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...Valuation Update With 7 Day Price Move • Feb 23Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €107, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 19x in the IT industry in Germany. Total loss to shareholders of 14% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €137 per share.Buying Opportunity • Feb 23Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 6.6%. The fair value is estimated to be €138, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 49% in 2 years. Earnings is forecast to grow by 31% in the next 2 years.お知らせ • Feb 14+ 3 more updatesNagarro SE, Annual General Meeting, Jun 21, 2023Nagarro SE, Annual General Meeting, Jun 21, 2023.分析記事 • Feb 14A Look At The Fair Value Of Nagarro SE (FRA:NA9)How far off is Nagarro SE ( FRA:NA9 ) from its intrinsic value? Using the most recent financial data, we'll take a look...お知らせ • Jan 10Nagarro SE Provides Earnings Guidance for the Year 2023Nagarro SE provided earnings guidance for the year 2023. For the year, the company's revenue is expected to be in the region of EUR 1,020 million.分析記事 • Jan 08Is Now The Time To Look At Buying Nagarro SE (FRA:NA9)?Nagarro SE ( FRA:NA9 ), might not be a large cap stock, but it led the DB gainers with a relatively large price hike in...Buying Opportunity • Dec 16Now 22% undervaluedOver the last 90 days, the stock is up 18%. The fair value is estimated to be €149, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 49% in 2 years. Earnings is forecast to grow by 31% in the next 2 years.分析記事 • Dec 06Investors Shouldn't Overlook Nagarro's (FRA:NA9) Impressive Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...Reported Earnings • Nov 17Third quarter 2022 earnings released: EPS: €1.87 (vs €0.96 in 3Q 2021)Third quarter 2022 results: EPS: €1.87 (up from €0.96 in 3Q 2021). Revenue: €229.8m (up 63% from 3Q 2021). Net income: €25.7m (up 132% from 3Q 2021). Profit margin: 11% (up from 7.9% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 11% growth forecast for the IT industry in Germany.Major Estimate Revision • Nov 16Consensus EPS estimates increase by 22%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from €827.6m to €859.3m. EPS estimate increased from €4.08 to €5.00 per share. Net income forecast to grow 32% next year vs 28% growth forecast for IT industry in Germany. Consensus price target up from €172 to €177. Share price rose 15% to €117 over the past week.Valuation Update With 7 Day Price Move • Sep 02Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €96.10, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 18x in the IT industry in Germany. Total loss to shareholders of 34% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €141 per share.Buying Opportunity • Aug 23Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 4.2%. The fair value is estimated to be €143, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 53% over the last year. Earnings per share has grown by 64%. Revenue is forecast to grow by 55% in 2 years. Earnings is forecast to grow by 37% in the next 2 years.Major Estimate Revision • Aug 19Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from €3.35 to €3.72. Revenue forecast steady at €812.4m. Net income forecast to grow 7.3% next year vs 28% growth forecast for IT industry in Germany. Consensus price target broadly unchanged at €191. Share price fell 4.9% to €120 over the past week.Reported Earnings • Aug 13Second quarter 2022 earnings released: EPS: €1.62 (vs €0.36 in 2Q 2021)Second quarter 2022 results: EPS: €1.62 (up from €0.36 in 2Q 2021). Revenue: €221.7m (up 74% from 2Q 2021). Net income: €22.3m (up 440% from 2Q 2021). Profit margin: 10.0% (up from 3.2% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 26%, compared to a 17% growth forecast for the industry in Germany.分析記事 • Aug 09Nagarro (FRA:NA9) Has More To Do To Multiply In Value Going ForwardThere are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...Buying Opportunity • Jul 27Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 20%. The fair value is estimated to be €137, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 41% over the last year. Earnings per share has declined by 48%. Revenue is forecast to grow by 67% in 2 years. Earnings is forecast to grow by 86% in the next 2 years.Valuation Update With 7 Day Price Move • Jul 16Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to €95.00, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 20x in the IT industry in Germany. Total loss to shareholders of 17% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €146 per share.Buying Opportunity • Jun 23Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 24%. The fair value is estimated to be €145, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 41% over the last year. Earnings per share has declined by 48%. Revenue is forecast to grow by 68% in 2 years. Earnings is forecast to grow by 92% in the next 2 years.収支内訳Nagarro 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:NA9 収益、費用、利益 ( )EUR Millions日付収益収益G+A経費研究開発費31 Mar 261,001475031 Dec 25999395030 Sep 251,000498030 Jun 25989406031 Mar 25981446031 Dec 24972497030 Sep 24947516030 Jun 24938518031 Mar 249215110031 Dec 23912498030 Sep 23922548030 Jun 23917686031 Mar 23901794031 Dec 22857775030 Sep 22788704030 Jun 22699566031 Mar 22616385031 Dec 21546305030 Sep 21493203030 Jun 21458163031 Mar 21436203031 Dec 20431183030 Sep 20430343031 Dec 19403253031 Dec 1828873031 Dec 17211320質の高い収益: NA9は 高品質の収益 を持っています。利益率の向上: NA9の現在の純利益率 (4.7%)は、昨年(4.5%)よりも高くなっています。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: NA9の収益は過去 5 年間で年間6.1%増加しました。成長の加速: NA9の過去 1 年間の収益成長率 ( 8.2% ) は、5 年間の平均 ( 年間6.1%を上回っています。収益対業界: NA9の過去 1 年間の収益成長率 ( 8.2% ) はIT業界4%を上回りました。株主資本利益率高いROE: NA9の 自己資本利益率 ( 27.19% ) は 高い ですが、この指標は負債レベルが高いために歪んでいます。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2026/06/02 05:04終値2026/06/02 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Nagarro SE 4 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Martin ComtesseJefferies LLCAlexander Zienkowiczmwb research AGMatthias DesmaraisODDO BHF Corporate & Markets6 その他のアナリストを表示
Reported Earnings • May 20First quarter 2026 earnings released: EPS: €1.55 (vs €0.85 in 1Q 2025)First quarter 2026 results: EPS: €1.55 (up from €0.85 in 1Q 2025). Revenue: €248.1m (flat on 1Q 2025). Net income: €19.2m (up 71% from 1Q 2025). Profit margin: 7.7% (up from 4.5% in 1Q 2025). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has fallen by 22% per year, which means it is performing significantly worse than earnings.
お知らせ • Mar 24+ 1 more updateNagarro SE to Report Fiscal Year 2025 Results on Mar 24, 2026Nagarro SE announced that they will report fiscal year 2025 results on Mar 24, 2026
お知らせ • Feb 02+ 3 more updatesNagarro SE to Report First Half, 2026 Results on Aug 14, 2026Nagarro SE announced that they will report first half, 2026 results on Aug 14, 2026
お知らせ • Feb 04+ 3 more updatesNagarro SE to Report Fiscal Year 2024 Results on Apr 29, 2025Nagarro SE announced that they will report fiscal year 2024 results at 9:00 AM, Central European Standard Time on Apr 29, 2025
Reported Earnings • Nov 16Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: €246.4m (up 5.1% from 3Q 2023). Net income: €12.8m (up 1.6% from 3Q 2023). Profit margin: 5.2% (down from 5.4% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the IT industry in Germany.
Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: €0.91 (vs €0.84 in 2Q 2023)Second quarter 2024 results: EPS: €0.91 (up from €0.84 in 2Q 2023). Revenue: €254.0m (up 12% from 2Q 2023). Net income: €12.0m (up 5.0% from 2Q 2023). Profit margin: 4.7% (down from 5.0% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
Declared Dividend • May 24Dividend of €1.00 announcedDividend of €1.00 is the same as last year. Ex-date: 30th June 2026 Payment date: 2nd July 2026 Dividend yield will be 2.5%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (27% earnings payout ratio) and cash flows (21% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 61% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 22+ 1 more updateNagarro SE, Annual General Meeting, Jun 29, 2026Nagarro SE, Annual General Meeting, Jun 29, 2026, at 10:00 W. Europe Standard Time.
Reported Earnings • May 20First quarter 2026 earnings released: EPS: €1.55 (vs €0.85 in 1Q 2025)First quarter 2026 results: EPS: €1.55 (up from €0.85 in 1Q 2025). Revenue: €248.1m (flat on 1Q 2025). Net income: €19.2m (up 71% from 1Q 2025). Profit margin: 7.7% (up from 4.5% in 1Q 2025). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has fallen by 22% per year, which means it is performing significantly worse than earnings.
お知らせ • May 02Nagarro SE Proposes DividendNagarro SE Management Board and Supervisory Board will propose to the Annual General Meeting the distribution of a dividend of €1.00 per share.
お知らせ • Apr 17+ 1 more updateNagarro SE Appoints Prateek Aggarwal as Chief Financial Officer, Effective May 1, 2026The Supervisory Board of Nagarro SE has appointed Prateek Aggarwal as Chief Financial Officer, effective May 1, 2026. He will serve an initial term of three years. With this appointment, Nagarro expands and strengthens its leadership team, and establishes a dedicated CFO role to support the company's continued global growth, enhanced governance, and constructive engagement with international capital markets. Prateek Aggarwal brings more than 20 years of finance leadership experience in the technology and IT services sector. He has held senior roles in global listed companies, including multi-country and culturally diverse operating environments, with a strong track record in financial management, operational discipline, and capital markets engagement. Most recently, he served in a senior value creation role at RPSG Group. Prior to that, he was Chief Financial Officer at HCLTech and Hexaware Technologies, where he led global finance functions and supported business growth and transformation initiatives.
お知らせ • Mar 24+ 1 more updateNagarro SE to Report Fiscal Year 2025 Results on Mar 24, 2026Nagarro SE announced that they will report fiscal year 2025 results on Mar 24, 2026
お知らせ • Feb 02+ 3 more updatesNagarro SE to Report First Half, 2026 Results on Aug 14, 2026Nagarro SE announced that they will report first half, 2026 results on Aug 14, 2026
お知らせ • Jan 09Nagarro SE Announces Board and Committees AppointmentsNagarro SE announced that the Supervisory Board has elected Christian Bacherl as its Chairperson and Jack Clemons as Deputy Chairperson, following the resignation of Dr. Martin Enderle as Chairperson and member of the Supervisory Board for health reasons effective December 31, 2025. The Supervisory Board has also initiated the process to find a candidate for the vacant seat on the Supervisory Board. The Nomination & Remuneration Committee and the Strategy Committee of the Supervisory Board have also been recomposed. Dr. Shalini Sarin is now chairing the Nomination & Remuneration Committee with Christian Bacherl joining as Deputy and Jack Clemons. The Strategy Committee continues with Dr. Hans-Paul Bürkner as Chairperson together with Jack Clemons as the new Deputy and Vishal Gaur. The Audit Committee remains unchanged with Jack Clemons as Chairperson, Christian Bacherl as Deputy and Vishal Gaur.
お知らせ • Aug 14+ 2 more updatesNagarro SE Declares DividendNagarro SE announced that A dividend of €1.00 per share amounting to €12.6 million (13.1% of 2024 EBIT) has been declared during the Annual General Meeting held on June 30, 2025.
お知らせ • May 23Nagarro SE, Annual General Meeting, Jun 30, 2025Nagarro SE, Annual General Meeting, Jun 30, 2025, at 10:00 W. Europe Standard Time.
お知らせ • May 16Nagarro Se Proposes DividendNagarro SE announced that the Management Board and Supervisory Board of Nagarro SE will, for the first time, propose to the Annual General Meeting the distribution of a dividend of €1.00 per share. The proposed dividend marks an important milestone and underlines the company's long-term value creation strategy.
お知らせ • May 09+ 2 more updatesNagarro SE(XTRA:NA9) dropped from Germany TECDAX Index (Price Return)Nagarro SE has been dropped from the Germany TECDAX (Price Return) Index.
お知らせ • Mar 23Carl Georg Dürschmidt to Resign as Member and Chairperson of the Supervisory Board of Nagarro SE, Effective May 1, 2025The chairperson of the Supervisory Board of Nagarro SE, Mr. Carl Georg Dürschmidt, has informed the Company of his wish to resign from his office as member and chairperson of the Supervisory Board with effect as of May 1, 2025, i.e., in six weeks and the Supervisory Board and the Management Board have accepted this. The Company will address the succession of Mr. Dürschmidt and propose a suitable successor at the Annual General Meeting on June 25, 2025, in the course of the Supervisory Board elections that are due to take place anyway.
お知らせ • Feb 04+ 3 more updatesNagarro SE to Report Fiscal Year 2024 Results on Apr 29, 2025Nagarro SE announced that they will report fiscal year 2024 results at 9:00 AM, Central European Standard Time on Apr 29, 2025
お知らせ • Jan 23Nagarro SE Provides Revenue Guidance for the Year 2025Nagarro SE provided revenue guidance for the year 2025. The company expects revenues of between €1,020 million and €1,080 million for 2025.
Price Target Changed • Dec 30Price target decreased by 7.4% to €112Down from €121, the current price target is an average from 4 analysts. New target price is 40% above last closing price of €79.95. Stock is down 9.2% over the past year. The company posted earnings per share of €3.87 last year.
Reported Earnings • Nov 16Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: €246.4m (up 5.1% from 3Q 2023). Net income: €12.8m (up 1.6% from 3Q 2023). Profit margin: 5.2% (down from 5.4% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the IT industry in Germany.
お知らせ • Oct 30Nagarro SE (XTRA:NA9) acquired Fwd View Limited.Nagarro SE (XTRA:NA9) acquired Fwd View Limited on October 30, 2024. Nagarro SE (XTRA:NA9) completed the acquisition of Fwd View Limited on October 30, 2024.
Valuation Update With 7 Day Price Move • Oct 22Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €96.15, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 15x in the IT industry in Germany. Total loss to shareholders of 45% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €153 per share.
お知らせ • Oct 18Warburg Pincus Reportedly Weighs Buyout of NagarroWarburg Pincus LLC is weighing a possible buyout of German IT services company Nagarro SE (XTRA:NA9), people familiar with the matter said, potentially adding to the strong momentum of deal making in the country. The US-based firm is working with advisers on a proposal to take Nagarro private, according to the people, asking not to be identified discussing confidential information. Deliberations are ongoing and Warburg could decide against making an offer, the people said. Other buyout firms have also previously looked at Nagarro, they said. Nagarro is in talks with certain interested parties regarding a potential take-private including a public tender offer, the company said in a statement on October 16, 2024, without identifying the potential suitors. A representative for Warburg declined to comment.
お知らせ • Oct 17Nagarro SE Revises Earnings Guidance for the Year 2024Nagarro SE revised earnings guidance for the year 2024. The company now estimates the total 2024 revenue, calculated at today’s currency exchange rates and not including future acquisitions, to be in the region of €960 million.
Price Target Changed • Oct 17Price target decreased by 9.7% to €110Down from €121, the current price target is an average from 4 analysts. New target price is 16% above last closing price of €94.35. Stock is up 35% over the past year. The company is forecast to post earnings per share of €4.34 for next year compared to €3.87 last year.
Price Target Changed • Sep 06Price target increased by 11% to €126Up from €114, the current price target is an average from 3 analysts. New target price is 71% above last closing price of €73.65. Stock is up 15% over the past year. The company is forecast to post earnings per share of €4.66 for next year compared to €3.87 last year.
Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: €0.91 (vs €0.84 in 2Q 2023)Second quarter 2024 results: EPS: €0.91 (up from €0.84 in 2Q 2023). Revenue: €254.0m (up 12% from 2Q 2023). Net income: €12.0m (up 5.0% from 2Q 2023). Profit margin: 4.7% (down from 5.0% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
New Risk • Jul 29New 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 High level of debt (72% net debt to equity). Share price has been volatile over the past 3 months (6.7% average weekly change). Profit margins are more than 30% lower than last year (5.8% net profit margin).
分析記事 • Jul 12Returns On Capital At Nagarro (FRA:NA9) Have Hit The BrakesIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...
分析記事 • Jun 21Here's Why It's Unlikely That Nagarro SE's (FRA:NA9) CEO Will See A Pay Rise This YearKey Insights Nagarro's Annual General Meeting to take place on 27th of June Total pay for CEO Manas Human includes...
分析記事 • Jun 20Nagarro SE's (FRA:NA9) Share Price Matching Investor OpinionNagarro SE's ( FRA:NA9 ) price-to-earnings (or "P/E") ratio of 19.3x might make it look like a sell right now compared...
Reported Earnings • May 15First quarter 2024 earnings released: EPS: €1.24 (vs €1.11 in 1Q 2023)First quarter 2024 results: EPS: €1.24 (up from €1.11 in 1Q 2023). Revenue: €244.9m (up 6.7% from 1Q 2023). Net income: €16.6m (up 9.4% from 1Q 2023). Profit margin: 6.8% (up from 6.6% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the IT 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 remained flat, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €86.45, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 15x in the IT industry in Germany. Negligible returns to shareholders over past three years. Simply Wall St's valuation model estimates the intrinsic value at €134 per share.
分析記事 • Apr 19Here's What Analysts Are Forecasting For Nagarro SE (FRA:NA9) After Its Annual ResultsShareholders might have noticed that Nagarro SE ( FRA:NA9 ) filed its annual result this time last week. The early...
Buy Or Sell Opportunity • Apr 18Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 26% to €69.05. The fair value is estimated to be €87.32, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has declined by 51%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.
分析記事 • Apr 18Calculating The Intrinsic Value Of Nagarro SE (FRA:NA9)Key Insights The projected fair value for Nagarro is €87.40 based on 2 Stage Free Cash Flow to Equity Current share...
Reported Earnings • Apr 17Full year 2023 earnings: Revenues in line with analyst expectationsFull year 2023 results: Revenue: €944.6m (up 10% from FY 2022). Net income: €52.1m (down 33% from FY 2022). Profit margin: 5.5% (down from 9.0% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 03Nagarro SE, Annual General Meeting, Jun 27, 2024Nagarro SE, Annual General Meeting, Jun 27, 2024.
分析記事 • Mar 01Investor Optimism Abounds Nagarro SE (FRA:NA9) But Growth Is LackingWith a price-to-earnings (or "P/E") ratio of 20.1x Nagarro SE ( FRA:NA9 ) may be sending bearish signals at the moment...
Buy Or Sell Opportunity • Feb 28Now 20% undervaluedOver the last 90 days, the stock has risen 3.9% to €87.50. The fair value is estimated to be €110, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Earnings per share has declined by 142%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 50% in the next 2 years.
Buy Or Sell Opportunity • Feb 08Now 20% undervaluedOver the last 90 days, the stock has risen 12% to €86.55. The fair value is estimated to be €108, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Earnings per share has declined by 142%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 50% in the next 2 years.
分析記事 • Feb 08Is It Too Late To Consider Buying Nagarro SE (FRA:NA9)?Nagarro SE ( FRA:NA9 ), is not the largest company out there, but it saw a significant share price rise of 36% in the...
分析記事 • Jan 22Nagarro (FRA:NA9) Seems To Use Debt Quite SensiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Jan 15+ 3 more updatesNagarro SE to Report Fiscal Year 2023 Results on Apr 16, 2024Nagarro SE announced that they will report fiscal year 2023 results at 11:00 AM, Central European Standard Time on Apr 16, 2024
分析記事 • Jan 05Is Nagarro SE (FRA:NA9) Trading At A 41% Discount?Key Insights The projected fair value for Nagarro is €142 based on 2 Stage Free Cash Flow to Equity Nagarro is...
分析記事 • Nov 30Nagarro SE (FRA:NA9) Stocks Shoot Up 31% But Its P/E Still Looks ReasonableNagarro SE ( FRA:NA9 ) shareholders would be excited to see that the share price has had a great month, posting a 31...
Buying Opportunity • Nov 19Now 20% undervaluedOver the last 90 days, the stock is up 9.1%. The fair value is estimated to be €101, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Earnings per share has declined by 142%. Revenue is forecast to grow by 20% in 2 years. Earnings is forecast to grow by 50% in the next 2 years.
分析記事 • Nov 17Nagarro SE (FRA:NA9) Just Released Its Third-Quarter Earnings: Here's What Analysts ThinkInvestors in Nagarro SE ( FRA:NA9 ) had a good week, as its shares rose 5.0% to close at €79.70 following the release...
Reported Earnings • Nov 15Third quarter 2023 earnings released: EPS: €0.94 (vs €1.87 in 3Q 2022)Third quarter 2023 results: EPS: €0.94 (down from €1.87 in 3Q 2022). Revenue: €241.2m (up 5.0% from 3Q 2022). Net income: €12.6m (down 51% from 3Q 2022). Profit margin: 5.2% (down from 11% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the IT industry in Germany.
Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €75.95, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 16x in the IT industry in Germany. Total loss to shareholders of 22% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €97.88 per share.
New Risk • Nov 04New 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 6.2% 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 High level of debt (101% net debt to equity). Share price has been volatile over the past 3 months (6.2% average weekly change).
分析記事 • Oct 02What Is Nagarro SE's (FRA:NA9) Share Price Doing?Nagarro SE ( FRA:NA9 ), is not the largest company out there, but it saw significant share price movement during recent...
分析記事 • Aug 31An Intrinsic Calculation For Nagarro SE (FRA:NA9) Suggests It's 30% UndervaluedKey Insights Using the 2 Stage Free Cash Flow to Equity, Nagarro fair value estimate is €104 Current share price of...
お知らせ • Aug 29Nagarro Launches Cutting-Edge Digital Experience Offering, the Genome AI PlatformNagarro has launched a cutting-edge digital experience offering, the Genome AI platform. This platform promises to revolutionize the way enterprises innovate and personalize digital experiences for their customers. The platform has been built to deliver the customer-facing part of Nagarro's vision of the AI-driven Fluidic Enterprise. It joins Ginger AI, which delivers the employee experience part of the Fluidic Enterprise vision. In today's landscape of digital experiences, the key to brand success lies in enabling personalized offerings and smooth user journeys powered by data and AI technologies. This requires micro-level and nuanced experience analysis, individualized interactions, and real-time performance metrics. Nagarro's Genome AI platform excels in delivering hyper-personalized experiences, smart recommendations, cutting-edge loyalty programs, and versatile enterprise planning solutions. Designed with modularity, the platform accommodates a diverse range of stakeholder needs. Users can either integrate specific modules into their existing cloud infrastructure or deploy them as standalone services. The Genome AI platform equips enterprises with interactive tools for knowledge discovery facilitated through an easily navigable, micro- attributes-based ontology. It also supports collaborative simulations and optimizations, all seamlessly integrated with intuitive, language-based user interfaces.
Major Estimate Revision • Aug 21Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from €939.6m to €915.0m. EPS estimate also fell from €4.82 per share to €4.03 per share. Net income forecast to shrink 4.3% next year vs 56% growth forecast for IT industry in Germany . Consensus price target down from €135 to €125. Share price fell 3.4% to €73.50 over the past week.
Reported Earnings • Aug 15Second quarter 2023 earnings released: EPS: €0.84 (vs €1.62 in 2Q 2022)Second quarter 2023 results: EPS: €0.84 (down from €1.62 in 2Q 2022). Revenue: €237.5m (up 13% from 2Q 2022). Net income: €11.5m (down 49% from 2Q 2022). Profit margin: 4.8% (down from 11% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the IT industry in Germany.
Price Target Changed • Aug 14Price target decreased by 8.4% to €125Down from €137, the current price target is an average from 4 analysts. New target price is 62% above last closing price of €77.40. Stock is down 38% over the past year. The company is forecast to post earnings per share of €4.23 for next year compared to €5.62 last year.
分析記事 • Jul 20Nagarro (FRA:NA9) Is Very Good At Capital AllocationIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 • May 27Estimating The Intrinsic Value Of Nagarro SE (FRA:NA9)Key Insights Nagarro's estimated fair value is €86.91 based on 2 Stage Free Cash Flow to Equity With €79.75 share...
Major Estimate Revision • May 19Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from €1.03b to €945.8m. EPS estimate also fell from €5.68 per share to €4.94 per share. Net income forecast to shrink 12% next year vs 30% growth forecast for IT industry in Germany . Consensus price target down from €165 to €137. Share price fell 2.3% to €83.60 over the past week.
Price Target Changed • May 15Price target decreased by 17% to €146Down from €177, the current price target is an average from 4 analysts. New target price is 71% above last closing price of €85.55. Stock is down 31% over the past year. The company is forecast to post earnings per share of €5.48 for next year compared to €5.62 last year.
分析記事 • Apr 21Is It Time To Consider Buying Nagarro SE (FRA:NA9)?Nagarro SE ( FRA:NA9 ), is not the largest company out there, but it received a lot of attention from a substantial...
Reported Earnings • Apr 20Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: €5.62 (up from €2.53 in FY 2021). Revenue: €884.8m (up 62% from FY 2021). Net income: €77.3m (up 158% from FY 2021). Profit margin: 8.7% (up from 5.5% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.2%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the IT industry in Germany.
Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €107, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 19x in the IT industry in Germany. Total loss to shareholders of 22% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €78.35 per share.
分析記事 • Apr 03The Trend Of High Returns At Nagarro (FRA:NA9) Has Us Very InterestedIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...
Valuation Update With 7 Day Price Move • Feb 23Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €107, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 19x in the IT industry in Germany. Total loss to shareholders of 14% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €137 per share.
Buying Opportunity • Feb 23Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 6.6%. The fair value is estimated to be €138, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 49% in 2 years. Earnings is forecast to grow by 31% in the next 2 years.
お知らせ • Feb 14+ 3 more updatesNagarro SE, Annual General Meeting, Jun 21, 2023Nagarro SE, Annual General Meeting, Jun 21, 2023.
分析記事 • Feb 14A Look At The Fair Value Of Nagarro SE (FRA:NA9)How far off is Nagarro SE ( FRA:NA9 ) from its intrinsic value? Using the most recent financial data, we'll take a look...
お知らせ • Jan 10Nagarro SE Provides Earnings Guidance for the Year 2023Nagarro SE provided earnings guidance for the year 2023. For the year, the company's revenue is expected to be in the region of EUR 1,020 million.
分析記事 • Jan 08Is Now The Time To Look At Buying Nagarro SE (FRA:NA9)?Nagarro SE ( FRA:NA9 ), might not be a large cap stock, but it led the DB gainers with a relatively large price hike in...
Buying Opportunity • Dec 16Now 22% undervaluedOver the last 90 days, the stock is up 18%. The fair value is estimated to be €149, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 49% in 2 years. Earnings is forecast to grow by 31% in the next 2 years.
分析記事 • Dec 06Investors Shouldn't Overlook Nagarro's (FRA:NA9) Impressive Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
Reported Earnings • Nov 17Third quarter 2022 earnings released: EPS: €1.87 (vs €0.96 in 3Q 2021)Third quarter 2022 results: EPS: €1.87 (up from €0.96 in 3Q 2021). Revenue: €229.8m (up 63% from 3Q 2021). Net income: €25.7m (up 132% from 3Q 2021). Profit margin: 11% (up from 7.9% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 11% growth forecast for the IT industry in Germany.
Major Estimate Revision • Nov 16Consensus EPS estimates increase by 22%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from €827.6m to €859.3m. EPS estimate increased from €4.08 to €5.00 per share. Net income forecast to grow 32% next year vs 28% growth forecast for IT industry in Germany. Consensus price target up from €172 to €177. Share price rose 15% to €117 over the past week.
Valuation Update With 7 Day Price Move • Sep 02Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €96.10, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 18x in the IT industry in Germany. Total loss to shareholders of 34% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €141 per share.
Buying Opportunity • Aug 23Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 4.2%. The fair value is estimated to be €143, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 53% over the last year. Earnings per share has grown by 64%. Revenue is forecast to grow by 55% in 2 years. Earnings is forecast to grow by 37% in the next 2 years.
Major Estimate Revision • Aug 19Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from €3.35 to €3.72. Revenue forecast steady at €812.4m. Net income forecast to grow 7.3% next year vs 28% growth forecast for IT industry in Germany. Consensus price target broadly unchanged at €191. Share price fell 4.9% to €120 over the past week.
Reported Earnings • Aug 13Second quarter 2022 earnings released: EPS: €1.62 (vs €0.36 in 2Q 2021)Second quarter 2022 results: EPS: €1.62 (up from €0.36 in 2Q 2021). Revenue: €221.7m (up 74% from 2Q 2021). Net income: €22.3m (up 440% from 2Q 2021). Profit margin: 10.0% (up from 3.2% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 26%, compared to a 17% growth forecast for the industry in Germany.
分析記事 • Aug 09Nagarro (FRA:NA9) Has More To Do To Multiply In Value Going ForwardThere are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
Buying Opportunity • Jul 27Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 20%. The fair value is estimated to be €137, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 41% over the last year. Earnings per share has declined by 48%. Revenue is forecast to grow by 67% in 2 years. Earnings is forecast to grow by 86% in the next 2 years.
Valuation Update With 7 Day Price Move • Jul 16Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to €95.00, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 20x in the IT industry in Germany. Total loss to shareholders of 17% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €146 per share.
Buying Opportunity • Jun 23Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 24%. The fair value is estimated to be €145, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 41% over the last year. Earnings per share has declined by 48%. Revenue is forecast to grow by 68% in 2 years. Earnings is forecast to grow by 92% in the next 2 years.