Capgemini SE

ENXTPA:CAP 株式レポート

時価総額:€16.4b

Capgemini マネジメント

マネジメント 基準チェック /44

Capgeminiの CEO はAiman Ezzatで、 May2020年に任命され、 の在任期間は 6.08年です。 の年間総報酬は€ 5.94Mで、 21.9%給与と78.1%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.073%を直接所有しており、その価値は€ 11.95M 。経営陣と取締役会の平均在任期間はそれぞれ6.1年と5.6年です。

主要情報

Aiman Ezzat

最高経営責任者

€5.9m

報酬総額

CEO給与比率21.89%
CEO在任期間6.1yrs
CEOの所有権0.07%
経営陣の平均在職期間6.1yrs
取締役会の平均在任期間5.6yrs

経営陣の近況

Recent updates

ナラティブの更新 Jun 13

CAP: AI Contracts And Margin Execution Will Support Future Repricing

Capgemini’s analyst price target has been trimmed by about €1 to roughly €148, as analysts factor in slightly higher discount rates and price target cuts from recent research, including a move to €125 at Deutsche Bank. Analyst Commentary Recent research points to a more cautious stance on Capgemini, with at least one high profile price target cut to €125 and the broader average easing slightly.
ナラティブの更新 May 30

CAP: AI Partnerships And Execution On Margins Will Drive Future Repricing

Capgemini's updated analyst price target edges lower by about €1 to reflect a slightly higher discount rate and lower future P/E assumptions, even as analysts broadly see revenue and profit margin expectations remaining steady. Analyst Commentary Recent research updates highlight a more cautious tone around Capgemini, with attention on how revenue trends might translate into profit and cash generation, and how that feeds into valuation multiples.
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...
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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.

CEO報酬分析

Capgemini の収益と比較して、Aiman Ezzat の報酬はどのように変化したか?
日付総報酬給与会社業績
Dec 31 2025€6m€1m

€2b

Sep 30 2025n/an/a

€2b

Jun 30 2025n/an/a

€2b

Mar 31 2025n/an/a

€2b

Dec 31 2024n/an/a

€2b

Sep 30 2024n/an/a

€2b

Jun 30 2024n/an/a

€2b

Mar 31 2024n/an/a

€2b

Dec 31 2023€5m€1m

€2b

Sep 30 2023n/an/a

€2b

Jun 30 2023n/an/a

€2b

Mar 31 2023n/an/a

€2b

Dec 31 2022€5m€1m

€2b

Sep 30 2022n/an/a

€1b

Jun 30 2022n/an/a

€1b

Mar 31 2022n/an/a

€1b

Dec 31 2021€5m€1m

€1b

Sep 30 2021n/an/a

€1b

Jun 30 2021n/an/a

€1b

Mar 31 2021n/an/a

€1b

Dec 31 2020€4m€973k

€957m

Sep 30 2020n/an/a

€868m

Jun 30 2020n/an/a

€779m

Mar 31 2020n/an/a

€818m

Dec 31 2019€3m€936k

€856m

報酬と市場: Aimanの 総報酬 ($USD 6.89M ) は、 French市場 ($USD 5.64M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Aimanの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Aiman Ezzat (65 yo)

6.1yrs
在職期間
€5,940,008
報酬

Mr. Aiman Ezzat is Director of WNS (Holdings) Limited from 2025. Mr. Ezzat serves Chairman of the Board at Altran Technologies S.A. since 2020. Mr. Ezzat serves as Independent Director at L'Air Liquide S.A...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Aiman Ezzat
CEO, Member of Group Executive Board & Director6.1yrs€5.94m0.073%
€ 12.0m
Nivedita Bhagat
Group CFO & Member of Executive Board2.4yrsデータなしデータなし
Cyril Garcia
Head of Global Sustainability Serv. & Corporate Resp.6.8yrsデータなしデータなし
Michael Schulte
CEO of Engineering & Member of Executive Boardno dataデータなしデータなし
Fernando Alvarez
Head of Strategy6.4yrsデータなしデータなし
Anirban Bose
CEO of the Americas Strategic Business Unit & Member of the Group Executive Board9.3yrsデータなしデータなし
Franck Greverie
Chief Technology & Portfolio Officer6.4yrsデータなしデータなし
Kartik Ramakrishnan
CEO of the Financial Services Strategic Business Unit & Member of Executive Boardno dataデータなしデータなし
Jerome Simeon
Chief Revenue Officer & Head of Global Industries and Member of Group Executive Board1.4yrsデータなしデータなし
Anne Lebel
Chief Human Resources Officer5.9yrsデータなしデータなし
Andrea Falleni
CEO of Southern Europe & Member of Executive Board3.4yrsデータなしデータなし
Roshan Gya
CEO of Northern Europe & Member of Executive Boardno dataデータなしデータなし
6.1yrs
平均在職期間
58.5yo
平均年齢

経験豊富な経営陣: CAPの経営陣は経験豊富で経験豊富です(平均在職期間は6.1年)。


取締役

名称ポジション在職期間報酬所有権
Aiman Ezzat
CEO, Member of Group Executive Board & Director6.1yrs€5.94m0.073%
€ 12.0m
Sian Herbert-Jones
Independent Director10.1yrs€110.00k0.00059%
€ 96.6k
Paul Hermelin
Non-Executive Chairman of the Board26.4yrs€355.50k0.12%
€ 19.3m
Patrick Pouyanne
Lead Independent Director9.1yrs€128.00k0.00059%
€ 96.6k
Jean-Marc Chery
Independent Director1.1yrs€53.50k0.00059%
€ 96.6k
Kurt Sievers
Independent Director5.1yrs€84.50k0.00059%
€ 96.6k
Belen del Prado Lopez-Doriga
Independent Director6.1yrs€86.00k0.00059%
€ 96.6k
Maria Ferraro
Independent Director4.1yrs€97.70k0.00029%
€ 47.5k
Ulrica Fearn
Independent Director3.1yrs€113.00k0.00059%
€ 96.6k
Hervé Jeannin
Director Representing Employees6.1yrs€92.00k0.000010%
€ 1.6k
Pierre Goulaieff
Employee Representative Director4.4yrs€86.00k0.00019%
€ 31.1k
Christophe du Vignaux
Director Representing Employee Shareholders2.1yrs€86.00k0.0087%
€ 1.4m
5.6yrs
平均在職期間
61.5yo
平均年齢

経験豊富なボード: CAPの 取締役会経験豊富 であると考えられます ( 5.6年の平均在任期間)。


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2026/06/15 13:11
終値2026/06/15 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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Youtubeのチュートリアルも掲載しています。

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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。28

アナリスト機関
Adam ShepherdArete Research Services LLP
Adrian SanchezBanco Santander
Sven MerktBarclays