View Financial HealthThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsExclusive Networks 配当と自社株買い配当金 基準チェック /06Exclusive Networks現在配当金を支払っていません。主要情報0%配当利回り0.06%バイバック利回り総株主利回り0.06%将来の配当利回り2.4%配当成長n/a次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向0%最近の配当と自社株買いの更新更新なしすべての更新を表示Recent updatesお知らせ • Mar 21Exclusive Networks SA(ENXTPA:EXN) dropped from CAC AllShares IndexExclusive Networks SA has been dropped from the CAC All Share Indexお知らせ • Mar 07Exclusive Networks SA(ENXTPA:EXN) dropped from S&P Global BMI IndexExclusive Networks SA(ENXTPA:EXN) dropped from S&P Global BMI Indexお知らせ • Nov 22Exclusive Networks SA (ENXTPA:EXN) acquired Cloudrise, Inc.Exclusive Networks SA (ENXTPA:EXN) acquired Cloudrise, Inc. on November 21, 2024. As part of the transaction, Rob Eggebrecht, Cloudrise's Chief Executive Officer and the team would join Exclusive. Exclusive Networks SA (ENXTPA:EXN) completed the acquisition of Cloudrise, Inc. on November 21, 2024.お知らせ • Nov 05+ 1 more updateExclusive Networks SA Provides Earnings Guidance for Fiscal Year 2024Exclusive Networks SA provided earnings guidance for Fiscal Year 2024. For the period, the company expects Gross sales growth in a range between 10% and 12% at constant currency.お知らせ • Jul 26CD&R, Permira Plan to Take Exclusive Networks PrivateUS private equity firm Clayton, Dubilier & Rice (CD&R) and London-based investment company Permira have submitted a binding offer to take Exclusive Networks SA private in a deal valuing the French cybersecurity firm at EUR 2.2 billion (USD 2.4 billion), according to a statement published on July 24, 2024. Exclusive Networks is currently 66.7% held by Permira’s entity Everest UK HoldCo and founder Olivier Breittmayer. In an initial step, CD&R and Permira will form a consortium that will acquire the 66.7% shareholding at a price of EUR 18.96 per share. An exceptional distribution of EUR 5.29 per share will also be paid, bringing the total consideration to EUR 24.25 per share. After that, the consortium will launch a tender offer to purchase the remaining shares at the same price. Eventually, Exclusive Networks will be squeezed out. The payment of EUR 24.25 per share represents a 34.4% premium to the undisturbed share price of EUR 18.04 as of March 13, the last trading day before rumours on a potential deal emerged. The board of directors of the cybersecurity firm welcomed the proposed transaction, which will also help the company to refinance its existing indebtedness. The deal hinges on customary regulatory approvals and the authorisation of the exceptional distribution by Exclusive Networks’ shareholders.Reported Earnings • Jul 25First half 2024 earnings released: EPS: €0.15 (vs €0.17 in 1H 2023)First half 2024 results: EPS: €0.15 (down from €0.17 in 1H 2023). Revenue: €723.0m (down 59% from 1H 2023). Net income: €14.0m (down 13% from 1H 2023). Profit margin: 1.9% (up from 0.9% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the IT industry in France.Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €21.85, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 15x in the IT industry in France. Total returns to shareholders of 14% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €21.27 per share.分析記事 • Jun 20Calculating The Intrinsic Value Of Exclusive Networks SA (EPA:EXN)Key Insights Exclusive Networks' estimated fair value is €20.71 based on 2 Stage Free Cash Flow to Equity Current share...分析記事 • Jun 05Exclusive Networks' (EPA:EXN) Returns On Capital Are Heading HigherTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...分析記事 • May 21Is Exclusive Networks (EPA:EXN) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • May 03What Does Exclusive Networks SA's (EPA:EXN) Share Price Indicate?Exclusive Networks SA ( EPA:EXN ), is not the largest company out there, but it saw a double-digit share price rise of...お知らせ • Apr 30Exclusive Networks SA Provides Revenue Guidance for the Fiscal Year 2024Exclusive Networks SA provided revenue guidance for the fiscal year 2024. for the year, the company expects that its gross sales growth in a range between 10% and 12% at constant currency.分析記事 • Apr 18If EPS Growth Is Important To You, Exclusive Networks (EPA:EXN) Presents An OpportunityThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...お知らせ • Apr 14Exclusive Networks SA to Report Q1, 2024 Results on Apr 29, 2024Exclusive Networks SA announced that they will report Q1, 2024 results on Apr 29, 2024お知らせ • Mar 30Exclusive Networks SA (ENXTPA:EXN) agreed to acquire NEXTGEN Group Pty Limited.Exclusive Networks SA (ENXTPA:EXN) agreed to acquire NEXTGEN Group Pty Limited on March 28, 2024. As of June 30, 2023, NEXTGEN Group Pty Limited generated revenue if AUD 266 million. The transaction is expected to be finalized during the second quarter of 2024.分析記事 • Mar 22Exclusive Networks SA's (EPA:EXN) P/E Is On The MarkWhen close to half the companies in France have price-to-earnings ratios (or "P/E's") below 14x, you may consider...Valuation Update With 7 Day Price Move • Mar 20Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €21.35, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 15x in the IT industry in France. Total returns to shareholders of 17% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €39.75 per share.Major Estimate Revision • Mar 11Consensus revenue estimates decrease by 60%, EPS upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from €4.26b to €1.73b. EPS estimate increased from €0.742 to €0.765 per share. Net income forecast to grow 55% next year vs 24% growth forecast for IT industry in France. Consensus price target broadly unchanged at €23.19. Share price was steady at €18.18 over the past week.Major Estimate Revision • Mar 07Consensus revenue estimates decrease by 11%, EPS upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from €4.31b to €3.85b. EPS estimate increased from €0.752 to €0.765 per share. Net income forecast to grow 55% next year vs 35% growth forecast for IT industry in France. Consensus price target broadly unchanged at €23.19. Share price rose 4.3% to €18.50 over the past week.分析記事 • Mar 04Time To Worry? Analysts Just Downgraded Their Exclusive Networks SA (EPA:EXN) OutlookThe analysts covering Exclusive Networks SA ( EPA:EXN ) delivered a dose of negativity to shareholders today, by making...Reported Earnings • Mar 01Full year 2023 earnings released: EPS: €0.47 (vs €0.39 in FY 2022)Full year 2023 results: EPS: €0.47 (up from €0.39 in FY 2022). Revenue: €1.56b (down 54% from FY 2022). Net income: €43.0m (up 19% from FY 2022). Profit margin: 2.8% (up from 1.1% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 35% p.a. on average during the next 2 years, compared to a 6.6% growth forecast for the IT industry in France.お知らせ • Mar 01Exclusive Networks SA to Report First Half, 2024 Results on Aug 01, 2024Exclusive Networks SA announced that they will report first half, 2024 results on Aug 01, 2024Major Estimate Revision • Jan 29Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from €0.527 to €0.473 per share. Revenue forecast steady at €3.89b. Net income forecast to grow 38% next year vs 14% growth forecast for IT industry in France. Consensus price target of €22.94 unchanged from last update. Share price was steady at €19.10 over the past week.Buying Opportunity • Jan 15Now 21% undervaluedOver the last 90 days, the stock is up 16%. The fair value is estimated to be €24.29, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last year. Meanwhile, the company has become profitable. Revenue is forecast to grow by 23% in 2 years. Earnings is forecast to grow by 87% in the next 2 years.分析記事 • Jan 05Investors Will Want Exclusive Networks' (EPA:EXN) Growth In ROCE To PersistIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...Buying Opportunity • Dec 20Now 21% undervaluedOver the last 90 days, the stock is up 9.8%. The fair value is estimated to be €24.56, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last year. Meanwhile, the company has become profitable. Revenue is forecast to grow by 23% in 2 years. Earnings is forecast to grow by 87% in the next 2 years.分析記事 • Nov 16Here's Why We Think Exclusive Networks (EPA:EXN) Is Well Worth WatchingFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...お知らせ • Nov 07+ 1 more updateExclusive Networks SA to Report Fiscal Year 2023 Results on Feb 29, 2024Exclusive Networks SA announced that they will report fiscal year 2023 results on Feb 29, 2024分析記事 • Sep 19Exclusive Networks (EPA:EXN) Is Experiencing Growth In Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...Reported Earnings • Aug 04First half 2023 earnings released: EPS: €0.18 (vs €0.11 in 1H 2022)First half 2023 results: EPS: €0.18 (up from €0.11 in 1H 2022). Revenue: €1.78b (up 21% from 1H 2022). Net income: €16.0m (up 60% from 1H 2022). Profit margin: 0.9% (up from 0.7% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the IT industry in France.お知らせ • Aug 03Exclusive Networks Provides Revenue Guidance for the Fiscal Year 2023Exclusive Networks provided revenue guidance for the fiscal year 2023. for the year, the company expects that its gross sales will be above EUR 5,150 million.分析記事 • Jun 25Estimating The Fair Value Of Exclusive Networks SA (EPA:EXN)Key Insights Exclusive Networks' estimated fair value is €16.23 based on 2 Stage Free Cash Flow to Equity With €19.16...お知らせ • Jun 09Exclusive Networks Provides Revenue Guidance for the Fiscal Year 2023Exclusive Networks provided revenue guidance for the fiscal year 2023. for the year, the company expects that its full gross sales will be above EUR 5.150 billion, which implies a growth rate of about 14% year-on-year.Board Change • May 29High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. 2 experienced directors. No highly experienced directors. Independent Chairwoman of the Board of Directors Barbara Thoralfsson is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.分析記事 • May 15Exclusive Networks (EPA:EXN) Is Doing The Right Things To Multiply Its Share PriceIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...お知らせ • May 12Exclusive Networks SA to Report First Half, 2023 Results on Aug 03, 2023Exclusive Networks SA announced that they will report first half, 2023 results on Aug 03, 2023お知らせ • May 04Exclusive Networks Sa Announces the Sales Guidance for 2023Exclusive Networks SA announced the sales guidance for 2023. For the period, the company remain confident in meeting full year guidance of Gross Sales above €5,150 million.分析記事 • Apr 18Exclusive Networks SA (EPA:EXN) Not Flying Under The RadarExclusive Networks SA's ( EPA:EXN ) price-to-earnings (or "P/E") ratio of 49.1x might make it look like a strong sell...分析記事 • Mar 08Exclusive Networks' (EPA:EXN) Robust Earnings Are Supported By Other Strong FactorsThe subdued stock price reaction suggests that Exclusive Networks SA's ( EPA:EXN ) strong earnings didn't offer any...分析記事 • Mar 03Exclusive Networks SA Just Missed EPS By 24%: Here's What Analysts Think Will Happen NextExclusive Networks SA ( EPA:EXN ) last week reported its latest yearly results, which makes it a good time for...Reported Earnings • Mar 01Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: €0.40 (up from €0.15 loss in FY 2021). Revenue: €3.40b (up 37% from FY 2021). Net income: €36.0m (up €49.5m from FY 2021). Profit margin: 1.1% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 4.9%. Earnings per share (EPS) missed analyst estimates by 24%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the IT industry in France.Buying Opportunity • Feb 24Now 20% undervaluedOver the last 90 days, the stock is up 18%. The fair value is estimated to be €25.10, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings is also forecast to grow by 28% per annum over the same time period.お知らせ • Feb 04Exclusive Networks SA to Report Fiscal Year 2022 Results on Feb 28, 2023Exclusive Networks SA announced that they will report fiscal year 2022 results on Feb 28, 2023分析記事 • Jan 26Exclusive Networks (EPA:EXN) Is Experiencing Growth In Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...お知らせ • Jan 18+ 1 more updateExclusive Networks Announces Executive ChangesExclusive Networks announced the appointment of Nathalie Bühnemann as Chief Financial Officer. Nathalie becomes a member of the Executive Committee and will directly report to Jesper Trolle, Chief Executive Officer of Exclusive Networks. Nathalie has extensive experience in leading the finance function for listed companies and M&A over the past two decades. Previously Nathalie was Group Chief Financial Officer of AKKA Technologies, where she also held a range of senior finance roles. Before that, Nathalie spent more than a decade as a Financial Consultant at PwC where she gained a deep understanding of M&A. Nathalie holds an Audit and Finance degree from ESCP European School of Management (France) and is certified as a public accountant. Nathalie is familiar with Exclusive Networks’ culture, model and strategy from her time as an independent Board member at Exclusive Networks since IPO. As a result of her appointment as Chief Financial Officer, Nathalie has resigned from her functions as member of Exclusive Networks’ Board of Directors, Nomination and Compensation Committee as well as member and Chairperson of the Audit Committee. A process to select a new Board member has been initiated by the Nomination and Compensation Committee. Concomitantly, Pierre Boccon-Liaudet stepped down as Chief Financial Officer to pursue new opportunities outside of Exclusive Networks.分析記事 • Dec 03An Intrinsic Calculation For Exclusive Networks SA (EPA:EXN) Suggests It's 40% UndervaluedHow far off is Exclusive Networks SA ( EPA:EXN ) from its intrinsic value? Using the most recent financial data, we'll...お知らせ • Nov 09+ 1 more updateExclusive Networks SA, Annual General Meeting, Jun 08, 2023Exclusive Networks SA, Annual General Meeting, Jun 08, 2023.お知らせ • Oct 11Exclusive Networks Launches Academy to Train the Next Generation of Cyber TalentExclusive Networks announced the launch of the Exclusive Academy, a global cybersecurity training programme. As an industry, cybersecurity suffers from a shortage of experts. Globally, Exclusive Networks estimates that three million cyber positions are currently vacant. This comes at a time when cyber threats are more and more numerous and sophisticated. To protect companies and governments' data and people against the ongoing cyber threat, will need to see a 65% increase in the global cybersecurity workforce.Exclusive Networks is launching the Exclusive Academy as a tangible and concrete step towards addressing this alarming talent and skills gap in the cybersecurity sector. As part of the Exclusive Academy, approximately 20 participants will benefit from specialised training over a three- year period, from highly qualified and operational cyber-experts who meet the needs of the job market. The Exclusive Academy will offer practical field experience as well as theoretical training, culminating in high level qualifications. The practical, hands-on experience in the field is a key differentiator for the programme. Students will spend 9 weeks working on technical projects in the field in the first year, 12 weeks in the second year and 14 weeks in the thirdyear. The programme will also offer 12 weeks of classes in the first year, 10 weeks in the second and then 8 weeks in the final year. The students will come from the partner schools Guardia (a cyber security school based in Paris and Lyon) and Oteria Cyber School (a cyber security school based in Paris), following interviews by Jean-Marc Muselli, Director of Servicesat Exclusive Networks France.Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €15.50, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 16x in the IT industry in France. Total loss to shareholders of 21% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €24.05 per share.Reported Earnings • Sep 15First half 2022 earnings released: EPS: €0.11 (vs €0.52 loss in 1H 2021)First half 2022 results: EPS: €0.11 (up from €0.52 loss in 1H 2021). Revenue: €1.47b (up 33% from 1H 2021). Net income: €10.0m (up €42.8m from 1H 2021). Profit margin: 0.7% (up from net loss in 1H 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the IT industry in France.お知らせ • Sep 14Exclusive Networks SA Raises Earnings Guidance for the Year 2022Exclusive Networks SA raised earnings guidance for the year 2022. On the back of the solid first half of 2022 performance and carrying into the second half, Exclusive Networks’ management team has decided to revise upwards its outlook for the full year of 2022 as follows: Gross sales are now expected to exceed €4.2 billion (vs above €3.8 billion previously expected); The net margin is now expected to be between €392 million and €400 million (vs €362 to 368 million before); The Adjusted EBITA is now expected to be between €146 million and €152 million (vs between €133 and 138 million earlier).分析記事 • Jul 27Is There An Opportunity With Exclusive Networks SA's (EPA:EXN) 45% Undervaluation?Today we will run through one way of estimating the intrinsic value of Exclusive Networks SA ( EPA:EXN ) by taking the...Buying Opportunity • Jul 05Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be €19.11, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.0% over the last 3 years, while earnings per share has been flat.Buying Opportunity • Jun 16Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be €19.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.0% over the last 3 years, while earnings per share has been flat.お知らせ • May 10Exclusive Networks Sa Confirms Earnings Guidance for the Full Year 2022Exclusive Networks SA confirmed earnings guidance for the full year 2022. for the full year, the company confirmed Gross Sales and profitability outlook.お知らせ • Mar 31+ 3 more updatesExclusive Networks Sa Provides Sales Guidance for the Year 2022Exclusive Networks SA provided sales guidance for the year 2022. For the year, the company expects gross sales (inc M&A) above €3,800 million.分析記事 • Feb 24Exclusive Networks SA's (EPA:EXN) Intrinsic Value Is Potentially 42% Above Its Share PriceToday we'll do a simple run through of a valuation method used to estimate the attractiveness of Exclusive Networks SA...お知らせ • Feb 21Exclusive Networks Provides Earnings Guidance for the Full Year 2021Exclusive Networks provided earnings guidance for the full year 2021. The company reconfirmed its full-year profitability and medium-term targets.Buying Opportunity • Jan 24Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 25%. The fair value is estimated to be €19.93, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last year. Earnings per share has declined by 128% over the last year.お知らせ • Dec 03Exclusive Networks SA (ENXTPA:EXN) acquired Network Unlimited (Pty) Ltd’s.Exclusive Networks SA (ENXTPA:EXN) acquired Network Unlimited (Pty) Ltd’s on December 2, 2021. Networks Unlimited will operate under the Exclusive Networks brand once integration work has completed which is expected in early 2022. The company’s Managing Director, Anton Jacobsz and the two co-Founders, Craig Copeland and Wayne Bird will remain shareholders and they will continue to manage the company together with The Love Trust, the companies Broad-Based Black Economic. Exclusive Networks SA (ENXTPA:EXN) completed the acquisition of Network Unlimited (Pty) Ltd’s on December 2, 2021.お知らせ • Sep 24Exclusive Networks SA has completed an IPO in the amount of €365.90614 million.Exclusive Networks SA has completed an IPO in the amount of €365.90614 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 18,295,307 Price\Range: €20 Transaction Features: Regulation S; Rule 144ABoard Change • Sep 23No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Non-Executive Director Olivier Breittmayer was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.決済の安定と成長配当データの取得安定した配当: EXNの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。増加する配当: EXNの配当金が増加しているかどうかを判断するにはデータが不十分です。配当利回り対市場Exclusive Networks 配当利回り対市場EXN 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (EXN)0%市場下位25% (FR)1.9%市場トップ25% (FR)5.6%業界平均 (IT)3.3%アナリスト予想 (EXN) (最長3年)2.4%注目すべき配当: EXNは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。高配当: EXNは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。株主への利益配当収益カバレッジ: EXN French市場において目立った配当金を支払っていません。株主配当金キャッシュフローカバレッジ: EXNが配当金を報告していないため、配当金の持続可能性を計算できません。高配当企業の発掘7D1Y7D1Y7D1YFR 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2025/03/21 16:12終値2025/03/21 00:00収益2024/06/30年間収益2023/12/31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Exclusive Networks SA 2 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。8 アナリスト機関Derric MarconBernsteinBen Castillo-BernausBNP ParibasNicolas ThorezODDO BHF Corporate & Markets5 その他のアナリストを表示
お知らせ • Mar 21Exclusive Networks SA(ENXTPA:EXN) dropped from CAC AllShares IndexExclusive Networks SA has been dropped from the CAC All Share Index
お知らせ • Mar 07Exclusive Networks SA(ENXTPA:EXN) dropped from S&P Global BMI IndexExclusive Networks SA(ENXTPA:EXN) dropped from S&P Global BMI Index
お知らせ • Nov 22Exclusive Networks SA (ENXTPA:EXN) acquired Cloudrise, Inc.Exclusive Networks SA (ENXTPA:EXN) acquired Cloudrise, Inc. on November 21, 2024. As part of the transaction, Rob Eggebrecht, Cloudrise's Chief Executive Officer and the team would join Exclusive. Exclusive Networks SA (ENXTPA:EXN) completed the acquisition of Cloudrise, Inc. on November 21, 2024.
お知らせ • Nov 05+ 1 more updateExclusive Networks SA Provides Earnings Guidance for Fiscal Year 2024Exclusive Networks SA provided earnings guidance for Fiscal Year 2024. For the period, the company expects Gross sales growth in a range between 10% and 12% at constant currency.
お知らせ • Jul 26CD&R, Permira Plan to Take Exclusive Networks PrivateUS private equity firm Clayton, Dubilier & Rice (CD&R) and London-based investment company Permira have submitted a binding offer to take Exclusive Networks SA private in a deal valuing the French cybersecurity firm at EUR 2.2 billion (USD 2.4 billion), according to a statement published on July 24, 2024. Exclusive Networks is currently 66.7% held by Permira’s entity Everest UK HoldCo and founder Olivier Breittmayer. In an initial step, CD&R and Permira will form a consortium that will acquire the 66.7% shareholding at a price of EUR 18.96 per share. An exceptional distribution of EUR 5.29 per share will also be paid, bringing the total consideration to EUR 24.25 per share. After that, the consortium will launch a tender offer to purchase the remaining shares at the same price. Eventually, Exclusive Networks will be squeezed out. The payment of EUR 24.25 per share represents a 34.4% premium to the undisturbed share price of EUR 18.04 as of March 13, the last trading day before rumours on a potential deal emerged. The board of directors of the cybersecurity firm welcomed the proposed transaction, which will also help the company to refinance its existing indebtedness. The deal hinges on customary regulatory approvals and the authorisation of the exceptional distribution by Exclusive Networks’ shareholders.
Reported Earnings • Jul 25First half 2024 earnings released: EPS: €0.15 (vs €0.17 in 1H 2023)First half 2024 results: EPS: €0.15 (down from €0.17 in 1H 2023). Revenue: €723.0m (down 59% from 1H 2023). Net income: €14.0m (down 13% from 1H 2023). Profit margin: 1.9% (up from 0.9% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the IT industry in France.
Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €21.85, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 15x in the IT industry in France. Total returns to shareholders of 14% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €21.27 per share.
分析記事 • Jun 20Calculating The Intrinsic Value Of Exclusive Networks SA (EPA:EXN)Key Insights Exclusive Networks' estimated fair value is €20.71 based on 2 Stage Free Cash Flow to Equity Current share...
分析記事 • Jun 05Exclusive Networks' (EPA:EXN) Returns On Capital Are Heading HigherTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
分析記事 • May 21Is Exclusive Networks (EPA:EXN) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • May 03What Does Exclusive Networks SA's (EPA:EXN) Share Price Indicate?Exclusive Networks SA ( EPA:EXN ), is not the largest company out there, but it saw a double-digit share price rise of...
お知らせ • Apr 30Exclusive Networks SA Provides Revenue Guidance for the Fiscal Year 2024Exclusive Networks SA provided revenue guidance for the fiscal year 2024. for the year, the company expects that its gross sales growth in a range between 10% and 12% at constant currency.
分析記事 • Apr 18If EPS Growth Is Important To You, Exclusive Networks (EPA:EXN) Presents An OpportunityThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
お知らせ • Apr 14Exclusive Networks SA to Report Q1, 2024 Results on Apr 29, 2024Exclusive Networks SA announced that they will report Q1, 2024 results on Apr 29, 2024
お知らせ • Mar 30Exclusive Networks SA (ENXTPA:EXN) agreed to acquire NEXTGEN Group Pty Limited.Exclusive Networks SA (ENXTPA:EXN) agreed to acquire NEXTGEN Group Pty Limited on March 28, 2024. As of June 30, 2023, NEXTGEN Group Pty Limited generated revenue if AUD 266 million. The transaction is expected to be finalized during the second quarter of 2024.
分析記事 • Mar 22Exclusive Networks SA's (EPA:EXN) P/E Is On The MarkWhen close to half the companies in France have price-to-earnings ratios (or "P/E's") below 14x, you may consider...
Valuation Update With 7 Day Price Move • Mar 20Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €21.35, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 15x in the IT industry in France. Total returns to shareholders of 17% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €39.75 per share.
Major Estimate Revision • Mar 11Consensus revenue estimates decrease by 60%, EPS upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from €4.26b to €1.73b. EPS estimate increased from €0.742 to €0.765 per share. Net income forecast to grow 55% next year vs 24% growth forecast for IT industry in France. Consensus price target broadly unchanged at €23.19. Share price was steady at €18.18 over the past week.
Major Estimate Revision • Mar 07Consensus revenue estimates decrease by 11%, EPS upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from €4.31b to €3.85b. EPS estimate increased from €0.752 to €0.765 per share. Net income forecast to grow 55% next year vs 35% growth forecast for IT industry in France. Consensus price target broadly unchanged at €23.19. Share price rose 4.3% to €18.50 over the past week.
分析記事 • Mar 04Time To Worry? Analysts Just Downgraded Their Exclusive Networks SA (EPA:EXN) OutlookThe analysts covering Exclusive Networks SA ( EPA:EXN ) delivered a dose of negativity to shareholders today, by making...
Reported Earnings • Mar 01Full year 2023 earnings released: EPS: €0.47 (vs €0.39 in FY 2022)Full year 2023 results: EPS: €0.47 (up from €0.39 in FY 2022). Revenue: €1.56b (down 54% from FY 2022). Net income: €43.0m (up 19% from FY 2022). Profit margin: 2.8% (up from 1.1% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 35% p.a. on average during the next 2 years, compared to a 6.6% growth forecast for the IT industry in France.
お知らせ • Mar 01Exclusive Networks SA to Report First Half, 2024 Results on Aug 01, 2024Exclusive Networks SA announced that they will report first half, 2024 results on Aug 01, 2024
Major Estimate Revision • Jan 29Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from €0.527 to €0.473 per share. Revenue forecast steady at €3.89b. Net income forecast to grow 38% next year vs 14% growth forecast for IT industry in France. Consensus price target of €22.94 unchanged from last update. Share price was steady at €19.10 over the past week.
Buying Opportunity • Jan 15Now 21% undervaluedOver the last 90 days, the stock is up 16%. The fair value is estimated to be €24.29, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last year. Meanwhile, the company has become profitable. Revenue is forecast to grow by 23% in 2 years. Earnings is forecast to grow by 87% in the next 2 years.
分析記事 • Jan 05Investors Will Want Exclusive Networks' (EPA:EXN) Growth In ROCE To PersistIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...
Buying Opportunity • Dec 20Now 21% undervaluedOver the last 90 days, the stock is up 9.8%. The fair value is estimated to be €24.56, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last year. Meanwhile, the company has become profitable. Revenue is forecast to grow by 23% in 2 years. Earnings is forecast to grow by 87% in the next 2 years.
分析記事 • Nov 16Here's Why We Think Exclusive Networks (EPA:EXN) Is Well Worth WatchingFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
お知らせ • Nov 07+ 1 more updateExclusive Networks SA to Report Fiscal Year 2023 Results on Feb 29, 2024Exclusive Networks SA announced that they will report fiscal year 2023 results on Feb 29, 2024
分析記事 • Sep 19Exclusive Networks (EPA:EXN) Is Experiencing Growth In Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
Reported Earnings • Aug 04First half 2023 earnings released: EPS: €0.18 (vs €0.11 in 1H 2022)First half 2023 results: EPS: €0.18 (up from €0.11 in 1H 2022). Revenue: €1.78b (up 21% from 1H 2022). Net income: €16.0m (up 60% from 1H 2022). Profit margin: 0.9% (up from 0.7% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the IT industry in France.
お知らせ • Aug 03Exclusive Networks Provides Revenue Guidance for the Fiscal Year 2023Exclusive Networks provided revenue guidance for the fiscal year 2023. for the year, the company expects that its gross sales will be above EUR 5,150 million.
分析記事 • Jun 25Estimating The Fair Value Of Exclusive Networks SA (EPA:EXN)Key Insights Exclusive Networks' estimated fair value is €16.23 based on 2 Stage Free Cash Flow to Equity With €19.16...
お知らせ • Jun 09Exclusive Networks Provides Revenue Guidance for the Fiscal Year 2023Exclusive Networks provided revenue guidance for the fiscal year 2023. for the year, the company expects that its full gross sales will be above EUR 5.150 billion, which implies a growth rate of about 14% year-on-year.
Board Change • May 29High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. 2 experienced directors. No highly experienced directors. Independent Chairwoman of the Board of Directors Barbara Thoralfsson is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
分析記事 • May 15Exclusive Networks (EPA:EXN) Is Doing The Right Things To Multiply Its Share PriceIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
お知らせ • May 12Exclusive Networks SA to Report First Half, 2023 Results on Aug 03, 2023Exclusive Networks SA announced that they will report first half, 2023 results on Aug 03, 2023
お知らせ • May 04Exclusive Networks Sa Announces the Sales Guidance for 2023Exclusive Networks SA announced the sales guidance for 2023. For the period, the company remain confident in meeting full year guidance of Gross Sales above €5,150 million.
分析記事 • Apr 18Exclusive Networks SA (EPA:EXN) Not Flying Under The RadarExclusive Networks SA's ( EPA:EXN ) price-to-earnings (or "P/E") ratio of 49.1x might make it look like a strong sell...
分析記事 • Mar 08Exclusive Networks' (EPA:EXN) Robust Earnings Are Supported By Other Strong FactorsThe subdued stock price reaction suggests that Exclusive Networks SA's ( EPA:EXN ) strong earnings didn't offer any...
分析記事 • Mar 03Exclusive Networks SA Just Missed EPS By 24%: Here's What Analysts Think Will Happen NextExclusive Networks SA ( EPA:EXN ) last week reported its latest yearly results, which makes it a good time for...
Reported Earnings • Mar 01Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: €0.40 (up from €0.15 loss in FY 2021). Revenue: €3.40b (up 37% from FY 2021). Net income: €36.0m (up €49.5m from FY 2021). Profit margin: 1.1% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 4.9%. Earnings per share (EPS) missed analyst estimates by 24%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the IT industry in France.
Buying Opportunity • Feb 24Now 20% undervaluedOver the last 90 days, the stock is up 18%. The fair value is estimated to be €25.10, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings is also forecast to grow by 28% per annum over the same time period.
お知らせ • Feb 04Exclusive Networks SA to Report Fiscal Year 2022 Results on Feb 28, 2023Exclusive Networks SA announced that they will report fiscal year 2022 results on Feb 28, 2023
分析記事 • Jan 26Exclusive Networks (EPA:EXN) Is Experiencing Growth In Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...
お知らせ • Jan 18+ 1 more updateExclusive Networks Announces Executive ChangesExclusive Networks announced the appointment of Nathalie Bühnemann as Chief Financial Officer. Nathalie becomes a member of the Executive Committee and will directly report to Jesper Trolle, Chief Executive Officer of Exclusive Networks. Nathalie has extensive experience in leading the finance function for listed companies and M&A over the past two decades. Previously Nathalie was Group Chief Financial Officer of AKKA Technologies, where she also held a range of senior finance roles. Before that, Nathalie spent more than a decade as a Financial Consultant at PwC where she gained a deep understanding of M&A. Nathalie holds an Audit and Finance degree from ESCP European School of Management (France) and is certified as a public accountant. Nathalie is familiar with Exclusive Networks’ culture, model and strategy from her time as an independent Board member at Exclusive Networks since IPO. As a result of her appointment as Chief Financial Officer, Nathalie has resigned from her functions as member of Exclusive Networks’ Board of Directors, Nomination and Compensation Committee as well as member and Chairperson of the Audit Committee. A process to select a new Board member has been initiated by the Nomination and Compensation Committee. Concomitantly, Pierre Boccon-Liaudet stepped down as Chief Financial Officer to pursue new opportunities outside of Exclusive Networks.
分析記事 • Dec 03An Intrinsic Calculation For Exclusive Networks SA (EPA:EXN) Suggests It's 40% UndervaluedHow far off is Exclusive Networks SA ( EPA:EXN ) from its intrinsic value? Using the most recent financial data, we'll...
お知らせ • Nov 09+ 1 more updateExclusive Networks SA, Annual General Meeting, Jun 08, 2023Exclusive Networks SA, Annual General Meeting, Jun 08, 2023.
お知らせ • Oct 11Exclusive Networks Launches Academy to Train the Next Generation of Cyber TalentExclusive Networks announced the launch of the Exclusive Academy, a global cybersecurity training programme. As an industry, cybersecurity suffers from a shortage of experts. Globally, Exclusive Networks estimates that three million cyber positions are currently vacant. This comes at a time when cyber threats are more and more numerous and sophisticated. To protect companies and governments' data and people against the ongoing cyber threat, will need to see a 65% increase in the global cybersecurity workforce.Exclusive Networks is launching the Exclusive Academy as a tangible and concrete step towards addressing this alarming talent and skills gap in the cybersecurity sector. As part of the Exclusive Academy, approximately 20 participants will benefit from specialised training over a three- year period, from highly qualified and operational cyber-experts who meet the needs of the job market. The Exclusive Academy will offer practical field experience as well as theoretical training, culminating in high level qualifications. The practical, hands-on experience in the field is a key differentiator for the programme. Students will spend 9 weeks working on technical projects in the field in the first year, 12 weeks in the second year and 14 weeks in the thirdyear. The programme will also offer 12 weeks of classes in the first year, 10 weeks in the second and then 8 weeks in the final year. The students will come from the partner schools Guardia (a cyber security school based in Paris and Lyon) and Oteria Cyber School (a cyber security school based in Paris), following interviews by Jean-Marc Muselli, Director of Servicesat Exclusive Networks France.
Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €15.50, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 16x in the IT industry in France. Total loss to shareholders of 21% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €24.05 per share.
Reported Earnings • Sep 15First half 2022 earnings released: EPS: €0.11 (vs €0.52 loss in 1H 2021)First half 2022 results: EPS: €0.11 (up from €0.52 loss in 1H 2021). Revenue: €1.47b (up 33% from 1H 2021). Net income: €10.0m (up €42.8m from 1H 2021). Profit margin: 0.7% (up from net loss in 1H 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the IT industry in France.
お知らせ • Sep 14Exclusive Networks SA Raises Earnings Guidance for the Year 2022Exclusive Networks SA raised earnings guidance for the year 2022. On the back of the solid first half of 2022 performance and carrying into the second half, Exclusive Networks’ management team has decided to revise upwards its outlook for the full year of 2022 as follows: Gross sales are now expected to exceed €4.2 billion (vs above €3.8 billion previously expected); The net margin is now expected to be between €392 million and €400 million (vs €362 to 368 million before); The Adjusted EBITA is now expected to be between €146 million and €152 million (vs between €133 and 138 million earlier).
分析記事 • Jul 27Is There An Opportunity With Exclusive Networks SA's (EPA:EXN) 45% Undervaluation?Today we will run through one way of estimating the intrinsic value of Exclusive Networks SA ( EPA:EXN ) by taking the...
Buying Opportunity • Jul 05Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be €19.11, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.0% over the last 3 years, while earnings per share has been flat.
Buying Opportunity • Jun 16Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be €19.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.0% over the last 3 years, while earnings per share has been flat.
お知らせ • May 10Exclusive Networks Sa Confirms Earnings Guidance for the Full Year 2022Exclusive Networks SA confirmed earnings guidance for the full year 2022. for the full year, the company confirmed Gross Sales and profitability outlook.
お知らせ • Mar 31+ 3 more updatesExclusive Networks Sa Provides Sales Guidance for the Year 2022Exclusive Networks SA provided sales guidance for the year 2022. For the year, the company expects gross sales (inc M&A) above €3,800 million.
分析記事 • Feb 24Exclusive Networks SA's (EPA:EXN) Intrinsic Value Is Potentially 42% Above Its Share PriceToday we'll do a simple run through of a valuation method used to estimate the attractiveness of Exclusive Networks SA...
お知らせ • Feb 21Exclusive Networks Provides Earnings Guidance for the Full Year 2021Exclusive Networks provided earnings guidance for the full year 2021. The company reconfirmed its full-year profitability and medium-term targets.
Buying Opportunity • Jan 24Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 25%. The fair value is estimated to be €19.93, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last year. Earnings per share has declined by 128% over the last year.
お知らせ • Dec 03Exclusive Networks SA (ENXTPA:EXN) acquired Network Unlimited (Pty) Ltd’s.Exclusive Networks SA (ENXTPA:EXN) acquired Network Unlimited (Pty) Ltd’s on December 2, 2021. Networks Unlimited will operate under the Exclusive Networks brand once integration work has completed which is expected in early 2022. The company’s Managing Director, Anton Jacobsz and the two co-Founders, Craig Copeland and Wayne Bird will remain shareholders and they will continue to manage the company together with The Love Trust, the companies Broad-Based Black Economic. Exclusive Networks SA (ENXTPA:EXN) completed the acquisition of Network Unlimited (Pty) Ltd’s on December 2, 2021.
お知らせ • Sep 24Exclusive Networks SA has completed an IPO in the amount of €365.90614 million.Exclusive Networks SA has completed an IPO in the amount of €365.90614 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 18,295,307 Price\Range: €20 Transaction Features: Regulation S; Rule 144A
Board Change • Sep 23No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Non-Executive Director Olivier Breittmayer was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.