Capgemini（CAP）株式概要
キャップジェミニSEは、その子会社とともに、主に北米、フランス、英国、アイルランド、その他の欧州地域、アジア太平洋地域、中南米において、コンサルティング、デジタルトランスフォーメーション、テクノロジー、エンジニアリングサービスを提供している。 詳細
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Analyst Price Targets
Capgemini SE 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | €105.30 |
| 52週高値 | €154.55 |
| 52週安値 | €94.88 |
| ベータ | 0.63 |
| 1ヶ月の変化 | -4.79% |
| 3ヶ月変化 | 0% |
| 1年変化 | -29.16% |
| 3年間の変化 | -35.32% |
| 5年間の変化 | -32.39% |
| IPOからの変化 | 156.08% |
最新ニュース
ナラティブの更新 • May 12
CAP: Gen AI Partnerships And AI Network Deals Will Support Future Repricing
Capgemini's updated analyst price target edges slightly lower to about €150 from roughly €150, as analysts weigh more cautious P/E assumptions against improving views on revenue growth, profit margin resilience and a lower discount rate. Analyst Commentary Bullish Takeaways Bullish analysts see revenue growth prospects as supportive of current P/E assumptions, even as they trim price targets to reflect a more balanced risk profile.ナラティブの更新 • Apr 25
CAP: Gen AI Partnerships And Cloud Alliances Will Support Future Rerating Potential
Capgemini's updated narrative reflects a slightly lower implied price target, moving from about €153 to about €150, as analysts factor in modestly softer revenue growth and profit margin assumptions alongside higher discount rates and tempered P/E expectations. Analyst Commentary Recent research reflects a mixed but generally cautious stance on Capgemini, with several firms trimming price targets and a handful adjusting ratings as they reassess growth, profitability and valuation expectations.ナラティブの更新 • Apr 10
CAP: Gen AI Execution And AI Partnerships Will Support Future Rerating Potential
Capgemini's analyst price target has been trimmed slightly, with the fair value estimate easing from about €153.49 to €152.66 as analysts factor in modestly higher revenue growth expectations, alongside questions around how improving top line momentum and Gen AI opportunities may translate into profits and cash flow. Analyst Commentary Recent Street research around Capgemini reflects a mix of caution and guarded optimism, with several firms trimming price targets while reassessing how revenue trends and Gen AI opportunities might feed through to earnings quality and cash generation.分析記事 • Mar 30
We Think You Can Look Beyond Capgemini's (EPA:CAP) Lackluster Earnings
The market for Capgemini SE's ( EPA:CAP ) shares didn't move much after it posted weak earnings recently. We think that...ナラティブの更新 • Mar 27
CAP: Gen AI And Sovereign Cloud Alliances Will Support Future Rerating Potential
Capgemini's narrative update reflects a lower blended analyst price target, with cuts from around €170 to €115 to €160 and a higher discount rate now applied, as analysts balance concerns about profit and cash flow against improving top line trends and a more even risk reward profile around Gen AI exposure. Analyst Commentary Recent Street research points to a more mixed stance on Capgemini, with analysts adjusting price targets and ratings as they reassess growth, execution and Gen AI exposure.Recent updates
ナラティブの更新 • May 12
CAP: Gen AI Partnerships And AI Network Deals Will Support Future Repricing
Capgemini's updated analyst price target edges slightly lower to about €150 from roughly €150, as analysts weigh more cautious P/E assumptions against improving views on revenue growth, profit margin resilience and a lower discount rate. Analyst Commentary Bullish Takeaways Bullish analysts see revenue growth prospects as supportive of current P/E assumptions, even as they trim price targets to reflect a more balanced risk profile.ナラティブの更新 • Apr 25
CAP: Gen AI Partnerships And Cloud Alliances Will Support Future Rerating Potential
Capgemini's updated narrative reflects a slightly lower implied price target, moving from about €153 to about €150, as analysts factor in modestly softer revenue growth and profit margin assumptions alongside higher discount rates and tempered P/E expectations. Analyst Commentary Recent research reflects a mixed but generally cautious stance on Capgemini, with several firms trimming price targets and a handful adjusting ratings as they reassess growth, profitability and valuation expectations.ナラティブの更新 • Apr 10
CAP: Gen AI Execution And AI Partnerships Will Support Future Rerating Potential
Capgemini's analyst price target has been trimmed slightly, with the fair value estimate easing from about €153.49 to €152.66 as analysts factor in modestly higher revenue growth expectations, alongside questions around how improving top line momentum and Gen AI opportunities may translate into profits and cash flow. Analyst Commentary Recent Street research around Capgemini reflects a mix of caution and guarded optimism, with several firms trimming price targets while reassessing how revenue trends and Gen AI opportunities might feed through to earnings quality and cash generation.分析記事 • Mar 30
We Think You Can Look Beyond Capgemini's (EPA:CAP) Lackluster Earnings
The market for Capgemini SE's ( EPA:CAP ) shares didn't move much after it posted weak earnings recently. We think that...ナラティブの更新 • Mar 27
CAP: Gen AI And Sovereign Cloud Alliances Will Support Future Rerating Potential
Capgemini's narrative update reflects a lower blended analyst price target, with cuts from around €170 to €115 to €160 and a higher discount rate now applied, as analysts balance concerns about profit and cash flow against improving top line trends and a more even risk reward profile around Gen AI exposure. Analyst Commentary Recent Street research points to a more mixed stance on Capgemini, with analysts adjusting price targets and ratings as they reassess growth, execution and Gen AI exposure.ナラティブの更新 • Mar 12
CAP: Gen AI And Sovereign Cloud Contracts Will Anchor Future Re Rating Potential
Capgemini's updated analyst price target edges down from about €156.78 to €153.49. This reflects analysts' more cautious assumptions on growth, margins and discount rates after a series of lowered Street targets and mixed views on the profit and cash flow upside from improving top line trends and Gen AI opportunities.ナラティブの更新 • Feb 26
CAP: Sovereign Cloud And Cybersecurity Contracts Will Anchor Future Re Rating Potential
Analysts have trimmed the Capgemini price target in this update, bringing it more in line with recent sector calls that cluster around €117 and reflect a slightly higher discount rate, modestly adjusted revenue growth and margin expectations, as well as a lower assumed future P/E multiple. Analyst Commentary Recent research shows a clear reset in expectations around Capgemini, with price targets converging toward about €117 and ratings clustering around Neutral or Hold.分析記事 • Feb 18
Earnings Release: Here's Why Analysts Cut Their Capgemini SE (EPA:CAP) Price Target To €161
Capgemini SE ( EPA:CAP ) shareholders are probably feeling a little disappointed, since its shares fell 8.7% to €104 in...ナラティブの更新 • Feb 11
CAP: Sovereign Cloud And Cybersecurity Contracts Will Support Future Upside
Analysts have made a slight trim to their Capgemini price targets, now centering closer to €172. This reflects a modestly higher discount rate and more cautious revenue growth assumptions, partly influenced by recent neutral and Underweight stances in Street research.ナラティブの更新 • Jan 08
CAP: AI Partnerships And Cybersecurity Wins Will Drive Future Upside
Narrative Update: Capgemini Capgemini’s narrative update reflects a reduced Street anchor, as analysts have moved a key price target down from €186 to €165. They cite refreshed assumptions on discount rates and valuation multiples, while largely maintaining their broader constructive stance on the shares.ナラティブの更新 • Dec 19
CAP: AI Partnerships And Sovereign Cloud Wins Will Drive Future Upside
Narrative Update on Capgemini The analyst price target for Capgemini has been reduced by EUR 21, from EUR 186 to EUR 165. Analysts are factoring in slightly higher discount rates and modestly softer long term growth expectations, while maintaining a positive view on the shares.ナラティブの更新 • Dec 04
CAP: AI Partnerships And Sovereign Cloud Deals Will Drive Future Upside
Analysts have modestly lowered their price target on Capgemini, with updated modeling for a slightly higher discount rate, softer medium term revenue growth, and a marginally lower profit margin contributing to a reduced fair value and a new Street target of EUR 165, down from EUR 186. Analyst Commentary Street research on Capgemini reflects a constructive long term view tempered by near term caution, with the lower price target primarily driven by adjustments to growth and risk assumptions rather than a fundamental change in the company narrative.ナラティブの更新 • Nov 05
CAP: Digital Partnerships And New AI Initiatives Will Drive Future Upside
Analysts have modestly raised their price target for Capgemini to €171.93 from €169.57. They cite stronger expected revenue growth, even though there have been adjustments in profit margin forecasts and anticipated market discount rates.ナラティブの更新 • Oct 22
Analyst Commentary Signals Mixed Outlook for Capgemini Amid Modest Valuation Adjustments
Narrative Update on Capgemini Analysts have revised their price target for Capgemini downward, decreasing it by €2.50 to reflect a more cautious outlook. This change is based on recent industry research and shifting market expectations.ナラティブの更新 • Oct 08
Cloud, Data And AI Will Drive Digital Transformation Worldwide
Capgemini Price Target Revised Amid Modest Outlook Adjustments Analysts have slightly reduced their price target for Capgemini from $174.14 to $172.07. This change is due to marginal downward revisions to revenue growth expectations and profit margin forecasts.ナラティブの更新 • Sep 19
Cloud, Data And AI Will Drive Digital Transformation Worldwide
Capgemini's fair value saw a marginal decline, as both the consensus analyst price target and key valuation metrics such as the discount rate and future P/E remained essentially unchanged. What's in the News Capgemini unveiled upgraded Outcome IQ for the Ryder Cup 2025, integrating real-time generative AI insights to enhance fan engagement across digital, broadcast, and on-site channels.ナラティブの更新 • Sep 04
Cloud, Data And AI Will Drive Digital Transformation Worldwide
Capgemini’s valuation outlook remains stable, with consensus revenue growth and net profit margin both unchanged, resulting in an unchanged analyst price target of €175.93. What's in the News Capgemini, Google Cloud, and Imperial War Museums announced a landmark AI-powered project transcribing and translating over 20,000 hours of oral histories, significantly improving accessibility and research capabilities through advanced generative AI.分析記事 • Aug 23
Capgemini SE's (EPA:CAP) Earnings Are Not Doing Enough For Some Investors
When close to half the companies in France have price-to-earnings ratios (or "P/E's") above 17x, you may consider...分析記事 • Aug 08
Some Investors May Be Willing To Look Past Capgemini's (EPA:CAP) Soft Earnings
The most recent earnings report from Capgemini SE ( EPA:CAP ) was disappointing for shareholders. While the headline...分析記事 • Jul 31
Is Now An Opportune Moment To Examine Capgemini SE (EPA:CAP)?
Capgemini SE ( EPA:CAP ) received a lot of attention from a substantial price movement on the ENXTPA over the last few...分析記事 • Jun 25
An Intrinsic Calculation For Capgemini SE (EPA:CAP) Suggests It's 35% Undervalued
Key Insights The projected fair value for Capgemini is €221 based on 2 Stage Free Cash Flow to Equity Current share...分析記事 • Jun 12
We Think Capgemini (EPA:CAP) Can Stay On Top Of Its Debt
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • May 29
Here's What To Make Of Capgemini's (EPA:CAP) Decelerating Rates Of Return
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
新しいナラティブ • Nov 07
Riding The AI Wave Decisive Consulting Fuels Future Growth And Margin Expansion
Strategic focus on AI and GenAI leads to strong revenue growth due to increasing client demand and successful project bookings.株主還元
| CAP | FR IT | FR 市場 | |
|---|---|---|---|
| 7D | 6.1% | 5.2% | 0.2% |
| 1Y | -29.2% | -25.8% | -3.0% |
業界別リターン: CAP過去 1 年間で-25.8 % のリターンをもたらしたFrench IT業界と一致しました。
リターン対市場: CAPは、過去 1 年間で-3 % のリターンを上げたFrench市場を下回りました。
価格変動
| CAP volatility | |
|---|---|
| CAP Average Weekly Movement | 4.8% |
| IT Industry Average Movement | 5.1% |
| Market Average Movement | 5.4% |
| 10% most volatile stocks in FR Market | 10.7% |
| 10% least volatile stocks in FR Market | 2.9% |
安定した株価: CAP 、 French市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: CAPの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1967 | 423,405 | Aiman Ezzat | www.capgemini.com |
キャップジェミニSEは、その子会社とともに、主に北米、フランス、英国、アイルランド、その他の欧州地域、アジア太平洋地域、中南米において、コンサルティング、デジタルトランスフォーメーション、テクノロジー、エンジニアリングサービスを提供している。戦略、テクノロジー、データ・サイエンス、クリエイティブ・デザインの各分野における戦略・変革サービスを提供し、デジタル経済の中で新しいモデルや新製品を生み出す企業や組織を支援している。また、顧客のITおよびデジタル環境の開発、近代化、拡張、セキュリティ確保を支援するアプリケーションおよびテクノロジーサービス、データ戦略およびアーキテクチャ、データエンジニアリング、情報ガバナンス、データサイエンスおよびアナリティクス、人工知能、データ駆動型イノベーション分野における技術ソリューションの設計および開発も行っている。また、ビジネス変革のための最適で俊敏かつセキュアな基盤を構築するためのクラウドインフラストラクチャサービス、ビジネスプロセスアウトソーシングやトランザクションサービス、データセンターやクラウドにおける顧客のITインフラの導入・保守サービスも提供している。航空宇宙・防衛、自動車、銀行・資本市場、消費者製品、エネルギー・公益事業、ヘルスケア、ハイテク、ホスピタリティ・旅行、保険、ライフサイエンス、製造、メディア・娯楽、公共部門、小売、通信など、さまざまな業界にサービスを提供している。旧社名はキャップジェミニS A.で、2017年6月にキャップジェミニSEに社名変更した。1967年に法人化され、本社はフランスのパリにある。
Capgemini SE 基礎のまとめ
| CAP 基礎統計学 | |
|---|---|
| 時価総額 | €17.87b |
| 収益（TTM） | €1.60b |
| 売上高(TTM) | €22.47b |
11.2x
PER（株価収益率0.8x
P/SレシオCAP は割高か？
公正価値と評価分析を参照収益と収入
| CAP 損益計算書（TTM） | |
|---|---|
| 収益 | €22.47b |
| 売上原価 | €16.39b |
| 売上総利益 | €6.08b |
| その他の費用 | €4.47b |
| 収益 | €1.60b |
直近の収益報告
Dec 31, 2025
次回決算日
Jul 30, 2026
| 一株当たり利益（EPS） | 9.43 |
| グロス・マージン | 27.04% |
| 純利益率 | 7.13% |
| 有利子負債／自己資本比率 | 71.4% |
CAP の長期的なパフォーマンスは？
過去の実績と比較を見る| Capgemini 配当日 | |
|---|---|
| 配当落ち日 | Jun 02 2026 |
| 配当支払日 | Jun 04 2026 |
| 配当落ちまでの日数 | 12 days |
| 配当支払日までの日数 | 14 days |
CAP 配当は確実ですか？
CAP 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/19 14:34 |
| 終値 | 2026/05/19 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
Capgemini SE 17 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。29
| アナリスト | 機関 |
|---|---|
| Adam Shepherd | Arete Research Services LLP |
| Adrian Sanchez | Banco Santander |
| Sven Merkt | Barclays |