View Future GrowthSopra Steria Group 過去の業績過去 基準チェック /26Sopra Steria Groupは、平均年間15.3%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8.8% 6.1%収益成長率で 成長しています。 Sopra Steria Groupの自己資本利益率は14.2%であり、純利益率は5.3%です。主要情報15.33%収益成長率15.86%EPS成長率IT 業界の成長13.19%収益成長率6.15%株主資本利益率14.16%ネット・マージン5.26%次回の業績アップデート29 Jul 2026最近の業績更新Reported Earnings • Mar 03Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: €15.23 (down from €15.36 in FY 2024). Revenue: €5.65b (down 2.2% from FY 2024). Net income: €296.8m (down 4.0% from FY 2024). Profit margin: 5.3% (down from 5.4% in FY 2024). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.7%. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the IT industry in France. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.お知らせ • Oct 17+ 1 more updateSopra Steria Group SA to Report First Half, 2026 Results on Jul 29, 2026Sopra Steria Group SA announced that they will report first half, 2026 results on Jul 29, 2026Reported Earnings • Jul 27First half 2025 earnings released: EPS: €7.29 (vs €8.40 in 1H 2024)First half 2025 results: EPS: €7.29 (down from €8.40 in 1H 2024). Revenue: €2.84b (down 3.6% from 1H 2024). Net income: €142.0m (down 16% from 1H 2024). Profit margin: 5.0% (down from 5.7% in 1H 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the IT industry in France. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 5% per year.分析記事 • Mar 12We Think Sopra Steria Group's (EPA:SOP) Profit Is Only A Baseline For What They Can AchieveEven though Sopra Steria Group SA ( EPA:SOP ) posted strong earnings, investors appeared to be underwhelmed. We did...Reported Earnings • Feb 28Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: €15.36 (up from €9.09 in FY 2023). Revenue: €5.78b (flat on FY 2023). Net income: €309.3m (up 68% from FY 2023). Profit margin: 5.4% (up from 3.2% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the IT industry in France. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 02Sopra Steria Group SA to Report First Half, 2025 Results on Jul 25, 2025Sopra Steria Group SA announced that they will report first half, 2025 results on Jul 25, 2025すべての更新を表示Recent updatesナラティブの更新 • May 18SOP: Sovereign AI Collaboration And Rising Dividend Will Support Future ConfidenceAnalysts have nudged their price target for Sopra Steria Group slightly lower to about €196 from around €197, reflecting updated assumptions on discount rates, modestly different revenue growth expectations, profit margin trends and a revised future P/E estimate. What's in the News Red Hat and Sopra Steria expanded their collaboration to support sovereign AI projects, using Red Hat OpenShift as a common platform across on‑premises, sovereign cloud, public cloud and edge environments (Key Developments).Valuation Update With 7 Day Price Move • May 02Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €133, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the IT industry in France. Total loss to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €198 per share.New Risk • Apr 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 French stocks, typically moving 8.7% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.7% average weekly change).ナラティブの更新 • Apr 23SOP: Higher Fair Value And Rising Dividend Plan Will Support ConfidenceAnalysts have adjusted their price target for Sopra Steria Group to €197.09 from €193.33, reflecting updated assumptions around discount rate, revenue growth, profit margin and future P/E. What's in the News A board meeting is scheduled for 25 February 2026 to approve Sopra Steria Group's financial statements for the year ended 31 December 2025 (Key Developments).ナラティブの更新 • Apr 05SOP: Higher EUR 168 Outlook Will Support Dividend ConfidenceAnalysts have lifted their price target on Sopra Steria Group to €168 from €160, reflecting updated assumptions on discount rate, revenue growth, profit margin and future P/E. These changes keep the overall fair value estimate broadly unchanged.ナラティブの更新 • Mar 21SOP: Higher EUR 168 Outlook Will Support Dividend And Capital Return ConfidenceThe updated analyst fair value estimate for Sopra Steria Group shifts to €193.33 from €199, with a recalibrated P/E assumption and discount rate reflecting recent Street research that includes a higher €168 price target from analysts. Analyst Commentary Bullish Takeaways Bullish analysts see the revised €168 price target as consistent with a valuation that still leaves room above the updated €193.33 fair value estimate, suggesting they view current execution and fundamentals as reasonably aligned with their expectations.ナラティブの更新 • Mar 06SOP: Higher EUR 168 Outlook Will Support New CEO TransitionAnalysts have raised the Sopra Steria Group price target to €168, an increase of €8 that they attribute to updated assumptions on growth, margins and valuation multiples, while continuing to maintain a balanced stance on the shares. Analyst Commentary Bullish Takeaways Bullish analysts see the new €168 target as consistent with updated assumptions on growth, margins and valuation multiples, which they view as better aligned with the current investment case.Reported Earnings • Mar 03Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: €15.23 (down from €15.36 in FY 2024). Revenue: €5.65b (down 2.2% from FY 2024). Net income: €296.8m (down 4.0% from FY 2024). Profit margin: 5.3% (down from 5.4% in FY 2024). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.7%. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the IT industry in France. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.Declared Dividend • Mar 02Dividend increased to €5.30Dividend of €5.30 is 14% higher than last year. Ex-date: 2nd June 2026 Payment date: 4th June 2026 Dividend yield will be 4.0%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 9.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 26Sopra Steria Group SA Proposes Dividend in Respect of Financial Year 2025, Payable as of 04 June 2026At the next General Meeting of Shareholders, to be held on 20 May 2026, Sopra Steria Group SA will propose the payment of a dividend of €5.30 per share in respect of financial year 2025 (vs €4.65 per share in respect of financial year 2024). The ex-dividend date will be 02 June 2026. The dividend will be paid as of 04 June 2026.ナラティブの更新 • Feb 19SOP: Higher EUR 168 Outlook Will Support New CEO ExecutionAnalysts have raised their price target on Sopra Steria Group to €168 from €160. The change is reflected in a slightly higher assumed discount rate and forward P/E, while fair value and core operating assumptions remain broadly unchanged.ナラティブの更新 • Feb 05SOP: Raised EUR 168 Fair Value Will Support Leadership Transition ExecutionNarrative Update Analysts have raised their price target for Sopra Steria Group by €8 to €168, citing updated fair value assumptions, slightly revised discount and growth inputs, and recent Street research supporting the new level. Analyst Commentary Recent research moves around Sopra Steria Group center on the new €168 price target and what it implies for execution and valuation, rather than a clear shift in stance on the shares.ナラティブの更新 • Jan 21SOP: Buy Case Will Depend On Leadership Transition ExecutionSopra Steria Group’s fair value estimate has edged up to about €198.92, as analysts adjust price targets in a mixed way. One has moved to €168 from €160 and another to €209 from €214, while keeping broadly stable views on discount rate, revenue growth, profit margin, and future P/E assumptions.ナラティブの更新 • Jan 06SOP: Buy Rating Will Rely On Modestly Higher Multiple And Leadership TransitionAnalysts have trimmed their price target on Sopra Steria Group to €209 from €214, reflecting updated assumptions around discount rate, profit margin and P/E. These changes leave the modelled fair value unchanged at €197.60.ナラティブの更新 • Dec 20SOP: Buy Rating Will Remain Backed By Modestly Reduced Revenue ExpectationsAnalysts have trimmed their fair value estimate for Sopra Steria Group from EUR 201.90 to EUR 197.60, citing slightly softer revenue growth and margin expectations in line with recent Street price target reductions, while maintaining a positive long term view. Analyst Commentary Bullish Takeaways Bullish analysts continue to see upside potential to the current share price, as the latest price target remains comfortably above spot levels despite the modest cut.お知らせ • Dec 12Sopra Steria Appoints Rajesh Krishnamurthy as Chief Executive Officer, Effective February 2, 2026Sopra Steria at its meeting held on December 11, 2025 appointed Rajesh Krishnamurthy as the Group’s new Chief Executive Officer, effective from February 2, 2026. Rajesh Krishnamurthy is a French national of Indian origin who graduated in electronics engineering and has built a three-decade international career in technology, consulting and large-scale transformation across Europe, Asia and the Americas. He joined Infosys in 1992 when the company had fewer than 200 employees, beginning what would become a 25-year journey through nearly every major client-facing and operational role as the organisation scaled into one of the world’s leading technology firms. Over the years, he worked across all major industry segments, including Banking and Financial Services, Aerospace, Energy, Utilities, Telecoms, Automotive, Pharmaceuticals, Consumer Goods and Retail. In his final role at Infosys, he simultaneously served as President of Europe, Chairman of the Infosys Consulting division and Global Head of the Energy, Utilities and Telecom business, one of the Group’s largest worldwide P&Ls. In this capacity, he led large international teams and drove strong, sustained growth across markets. In 2018, Rajesh Krishnamurthy joined CMA CGM as Executive Director responsible for IT systems, digital initiatives, global service centres and transformation, contributing to the modernisation of one of the world’s largest logistics groups. Since July 2020, he has served as Chief Executive Officer of Expleo, where he has led a comprehensive transformation programme. Under his leadership, the company increased its revenue by more than 50 percent, doubled its operating profitability, strengthened its European footprint and accelerated its shift toward digital engineering and AI-enabled services. Rajesh Krishnamurthy has held top-level strategic and operational leadership positions at world-class companies. He has a proven capacity to lead far-reaching organisational and digital transformation, an in-depth understanding of the technological priorities of large organizations and a solid performance-focused culture. His career is marked by a consistent ability to scale organizations and build high-performing international teams, qualities fully aligned with Sopra Steria’s ambitions for the years ahead.ナラティブの更新 • Dec 06SOP: Buy Rating Will Remain Supported By Modest Discount Rate IncreaseAnalysts have slightly reduced their price target on Sopra Steria Group, trimming it by EUR 5 to reflect a marginally higher discount rate, modestly stronger revenue growth expectations, and a nearly unchanged profit margin and future P/E outlook. Analyst Commentary Recent research updates reflect a nuanced view on Sopra Steria Group, with the modest reduction in the price target seen as a fine-tuning of assumptions rather than a shift in the investment thesis.お知らせ • Dec 02Sopra Steria Group SA (ENXTPA:SOP) acquired Neocase Software SAS.Sopra Steria Group SA (ENXTPA:SOP) acquired Neocase Software SAS on December 1, 2025. For the period ending December 31, 2024, Neocase Software SAS reported total revenue of €16 million. Sopra Steria Group SA (ENXTPA:SOP) completed the acquisition of Neocase Software SAS on December 1, 2025.分析記事 • Nov 29Is Sopra Steria Group (EPA:SOP) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...ナラティブの更新 • Nov 21SOP: Buy Rating Will Persist Amid CEO Change and Lowered Price OutlookAnalysts have lowered their price target for Sopra Steria Group by EUR 5 to EUR 209. This adjustment reflects a slightly higher discount rate, while overall forecasts and profit outlook remain largely unchanged.分析記事 • Nov 14Sopra Steria Group SA's (EPA:SOP) Intrinsic Value Is Potentially 90% Above Its Share PriceKey Insights The projected fair value for Sopra Steria Group is €252 based on 2 Stage Free Cash Flow to Equity Sopra...ナラティブの更新 • Nov 06SOP: Buy Rating Will Persist Despite Leadership Transition and Market HeadwindsAnalysts have lowered their price target for Sopra Steria Group from €214 to €209, citing slightly reduced revenue growth forecasts and margin expectations. Analyst Commentary Bullish Takeaways Bullish analysts maintain a positive long-term outlook for Sopra Steria Group.ナラティブの更新 • Oct 22Analysts Lower Sopra Steria Price Target as CEO Steps Down and Forecasts AdjustedAnalysts have lowered their price target for Sopra Steria Group from €217.40 to €206.80. They cite slightly higher discount rates as well as marginally reduced revenue growth and profit margin expectations.お知らせ • Oct 18Sopra Steria Group SA, Annual General Meeting, May 20, 2026Sopra Steria Group SA, Annual General Meeting, May 20, 2026.お知らせ • Oct 17+ 1 more updateSopra Steria Group SA to Report First Half, 2026 Results on Jul 29, 2026Sopra Steria Group SA announced that they will report first half, 2026 results on Jul 29, 2026お知らせ • Oct 08Sopra Steria Group Sa Announces Resignation of Cyril Malargé as Chief Executive OfficerSopra Steria’s Board of Directors duly noted Cyril Malargé’s decision to pursue a new opportunity and to step down as Chief Executive Officer. The process of appointing a new Chief Executive Officer has been launched in accordance with the procedure updated each year by the Nomination, Governance, Ethics & Corporate Responsibility Committee. The transition will be overseen by a small team organised around the Group’s Chief Operating Officer. (Meeting date: October 8, 2025).ナラティブの更新 • Oct 08European Cybersecurity And Digital Transformation Will Fuel ResilienceNarrative Update on Sopra Steria Group Analysts have revised their price target for Sopra Steria Group slightly downward from €222 to €217.40. This adjustment reflects more cautious growth and profitability assumptions following recent financial reassessments.分析記事 • Sep 26Is Now The Time To Look At Buying Sopra Steria Group SA (EPA:SOP)?Sopra Steria Group SA ( EPA:SOP ), is not the largest company out there, but it received a lot of attention from a...お知らせ • Aug 26IDEMIA Public Security and Sopra Steria Launch Successful Go-Live of Shared Biometric Matching System with eu-LISAIDEMIA Public Security and Sopra Steria have successfully completed the go-live of eu-LISA's new shared Biometric Matching System (sBMS). This achievement marks an important milestone in the roll-out of the Interoperability Roadmap by the EU Agency responsible for the management of large-scale IT systems in the Justice and Home Affairs domain. IDEMIA Public Security and SopRA Steria led the design and implementation of the new sBMS, the EU's central biometric matching system that stores and compares biometric data such as fingerprints and facial images. The sBMS, together with the other interoperable large-scale IT systems of eu-LISA, aims to fight irregular immigration and trans-border crime, enhancing the efficiency and security of Schengen Area border and migration management. For example, when third-country nationals come into Europe for the first time, they will be registered and searched against systems defined in the applicable EU legislation; national authorities will then be able to check whether these nationals are the persons they claim to be through biometric operations against sBMS. The system was launched together with eu-LISA's Visa Information System (VIS), a large-scale IT system that supports the implementation of the EU's common visa policy; Visa also facilitates checks at external borders and will be connected with other EU information systems in the future, such as the upcoming European Entry/exit System (EES). The forthcoming EES will include biometric verifications and identifications of travelers based on their facial images and fingerprints. At the end of the implementation of the interoperability architecture, sBMS will be one of the largest biometric systems in the world. With IDEMIA Public Security's best-in-class biometric technology and highly-ranked algorithms across all modalities, combined with Sopra Steria's competencies as a European leader in digital transformation and Homeland Security, the pair was selected by eu-LISA to build the sBMS for border protection of the Schengen Area in 2020. As a market leader in the travel and transport industry, focusing on accurate and efficient technology solutions that deliver the highest level of performance and enhance border control operations and identity verification in high-risk environments, IDEMIA was equipped to contribute to one of the largest scale biometric databases, ensuring accuracy and fast response times. As long-standing partners of European institutions and governments, IDEMIA Public Security andopra Steria have supported the European Union for more than 20 years in the management of mission-critical IT systems to enhance security within the Schengen area. IDEMIA Public Security delivers innovative, secure and trustworthy biometric travel solutions that streamline travel and border operations, optimize processes, enhance decision making, and enable seamless, personalized, digital passenger journeys. Sopra Steria is actively shaping Europe in the domain of Justice and Home Affairs with profound expertise in Central EU.分析記事 • Jul 27Is Now The Time To Put Sopra Steria Group (EPA:SOP) On Your Watchlist?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Reported Earnings • Jul 27First half 2025 earnings released: EPS: €7.29 (vs €8.40 in 1H 2024)First half 2025 results: EPS: €7.29 (down from €8.40 in 1H 2024). Revenue: €2.84b (down 3.6% from 1H 2024). Net income: €142.0m (down 16% from 1H 2024). Profit margin: 5.0% (down from 5.7% in 1H 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the IT industry in France. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 5% per year.お知らせ • Jul 25Sopra Steria Group Sa Confirms Financial Targets for 2025Sopra Steria Group SA confirmed financial targets for 2025. The company announced that the full-year financial targets for 2025 are all confirmed: Organic revenue growth of between -2.5% and +0.5%. Operating margin on business activity of between 9.3% and 9.8%.分析記事 • Jul 12Is There An Opportunity With Sopra Steria Group SA's (EPA:SOP) 36% Undervaluation?Key Insights The projected fair value for Sopra Steria Group is €316 based on 2 Stage Free Cash Flow to Equity Sopra...分析記事 • Jun 12There's No Escaping Sopra Steria Group SA's (EPA:SOP) Muted EarningsWith a price-to-earnings (or "P/E") ratio of 12.9x Sopra Steria Group SA ( EPA:SOP ) may be sending bullish signals at...分析記事 • May 29Should You Think About Buying Sopra Steria Group SA (EPA:SOP) Now?Sopra Steria Group SA ( EPA:SOP ), is not the largest company out there, but it saw a significant share price rise of...Upcoming Dividend • May 27Upcoming dividend of €4.65 per shareEligible shareholders must have bought the stock before 03 June 2025. Payment date: 05 June 2025. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of French dividend payers (5.4%). In line with average of industry peers (2.3%).分析記事 • May 14There Could Be A Chance Sopra Steria Group SA's (EPA:SOP) CEO Will Have Their Compensation IncreasedKey Insights Sopra Steria Group will host its Annual General Meeting on 21st of May Total pay for CEO Cyril Malarge...分析記事 • May 02Sopra Steria Group (EPA:SOP) Has Announced A Dividend Of €4.65Sopra Steria Group SA's ( EPA:SOP ) investors are due to receive a payment of €4.65 per share on 5th of June. The...お知らせ • May 02Sopra Steria Group SA (ENXTPA:SOP) acquired Aurexia S.A.S.Sopra Steria Group SA (ENXTPA:SOP) acquired Aurexia S.A.S on May 1, 2025. Sopra Steria Group SA (ENXTPA:SOP) completed the acquisition of Aurexia S.A.S on May 1, 2025.お知らせ • Apr 24Sopra Steria Enables Banks to Enter the Crypto-Asset Market with A Complete and Tailored-Made OfferSopra Steria announced the launch of Sopra Crypto Solutions, a comprehensive white-label offering designed to accelerate the adoption of crypto-assets by banks. This solution is built on three technological assets with Fireblocks (secure digital asset management), Chainalysis (compliance) and Wyden (order execution and trade management), offering an integrated response to regulatory and operational challenges. Faced with growing consumer demand and the emergence of new financial technologies, banks have to respond to an increasingly pressing need: to offer their customers crypto solutions.分析記事 • Apr 13Sopra Steria Group (EPA:SOP) Has Affirmed Its Dividend Of €4.65Sopra Steria Group SA's ( EPA:SOP ) investors are due to receive a payment of €4.65 per share on 5th of June. Based on...分析記事 • Mar 31Sopra Steria Group (EPA:SOP) Has A Pretty Healthy Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Mar 15Sopra Steria Group (EPA:SOP) Has Affirmed Its Dividend Of €4.65The board of Sopra Steria Group SA ( EPA:SOP ) has announced that it will pay a dividend of €4.65 per share on the 5th...分析記事 • Mar 12We Think Sopra Steria Group's (EPA:SOP) Profit Is Only A Baseline For What They Can AchieveEven though Sopra Steria Group SA ( EPA:SOP ) posted strong earnings, investors appeared to be underwhelmed. We did...新しいナラティブ • Mar 02Investments In AI And Next-Gen Technologies Will Expand Digital Services Dominance By 2028 Sopra Steria's focus on high-value digital services and consulting aims to significantly boost revenue growth and market presence. Declared Dividend • Mar 02Dividend of €4.65 announcedDividend of €4.65 is the same as last year. Ex-date: 3rd June 2025 Payment date: 5th June 2025 Dividend yield will be 3.1%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 9.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 22% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Mar 01With EPS Growth And More, Sopra Steria Group (EPA:SOP) Makes An Interesting CaseFor 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 • Mar 01Sopra Steria Group SA, Annual General Meeting, May 21, 2025Sopra Steria Group SA, Annual General Meeting, May 21, 2025.Reported Earnings • Feb 28Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: €15.36 (up from €9.09 in FY 2023). Revenue: €5.78b (flat on FY 2023). Net income: €309.3m (up 68% from FY 2023). Profit margin: 5.4% (up from 3.2% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the IT industry in France. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 27+ 1 more updateSopra Steria Group SA Proposes Dividend for the Year 2024, Payable on 5 June 2025Sopra Steria Group SA announced that at the next General Meeting of Shareholders, to be held on 21 May 2025, Sopra Steria will propose the payment of a dividend of €4.65 per share (vs €4.65 per share in respect of financial year 2023). The ex-dividend date will be 3 June 2025. The dividend will be paid as of 5 June 2025.分析記事 • Feb 08Are Investors Undervaluing Sopra Steria Group SA (EPA:SOP) By 41%?Key Insights Sopra Steria Group's estimated fair value is €299 based on 2 Stage Free Cash Flow to Equity Sopra Steria...分析記事 • Dec 05Is Now The Time To Look At Buying Sopra Steria Group SA (EPA:SOP)?Sopra Steria Group SA ( EPA:SOP ), might not be a large cap stock, but it saw significant share price movement during...分析記事 • Nov 16Market Participants Recognise Sopra Steria Group SA's (EPA:SOP) EarningsWith a price-to-earnings (or "P/E") ratio of 16.4x Sopra Steria Group SA ( EPA:SOP ) may be sending bearish signals at...お知らせ • Nov 02Sopra Steria Group SA to Report First Half, 2025 Results on Jul 25, 2025Sopra Steria Group SA announced that they will report first half, 2025 results on Jul 25, 2025お知らせ • Oct 31Sopra Steria Group SA to Report Fiscal Year 2024 Results on Feb 27, 2025Sopra Steria Group SA announced that they will report fiscal year 2024 results at 8:30 AM, Central European Standard Time on Feb 27, 2025お知らせ • Oct 26Sopra Steria Appoints Dominique Lapère as Chief Operating OfficerSopra Steria announced the creation of a Group Operations Department. Dominique Lapère, previously Executive Industrial Director, has been appointed Chief Operating Officer (COO) reporting to Cyril Malargé, CEO of Sopra Steria. This new department is responsible for ensuring the best execution of operations and improving performance, notably by updating and standardising the Group’s operational model. This new business model will be based on the Group's industry verticals as well as pooled, horizontal technological centres of excellence.分析記事 • Oct 11Sopra Steria Group (EPA:SOP) Seems To Use Debt Quite SensiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Aug 14Sopra Steria Group SA (EPA:SOP) Could Be Riskier Than It LooksIt's not a stretch to say that Sopra Steria Group SA's ( EPA:SOP ) price-to-earnings (or "P/E") ratio of 14.8x right...分析記事 • Jul 27Sopra Steria Group SA Just Missed Earnings And Its Revenue Numbers Were Weaker Than ExpectedThe half-year results for Sopra Steria Group SA ( EPA:SOP ) were released last week, making it a good time to revisit...Reported Earnings • Jul 26First half 2024 earnings released: EPS: €8.40 (vs €5.57 in 1H 2023)First half 2024 results: EPS: €8.40 (up from €5.57 in 1H 2023). Revenue: €2.95b (up 3.8% from 1H 2023). Net income: €169.3m (up 51% from 1H 2023). Profit margin: 5.7% (up from 4.0% in 1H 2023). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the IT industry in France. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Price Target Changed • Jul 22Price target decreased by 7.4% to €246Down from €266, the current price target is an average from 8 analysts. New target price is 41% above last closing price of €174. Stock is down 5.1% over the past year. The company is forecast to post earnings per share of €15.48 for next year compared to €9.08 last year.分析記事 • Jul 12Should You Investigate Sopra Steria Group SA (EPA:SOP) At €188?Sopra Steria Group SA ( EPA:SOP ), might not be a large cap stock, but it saw significant share price movement during...Valuation Update With 7 Day Price Move • Jun 14Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €187, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 16x in the IT industry in France. Total returns to shareholders of 27% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €342 per share.分析記事 • Jun 08Is Sopra Steria Group (EPA:SOP) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Buy Or Sell Opportunity • May 28Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.3% to €219. The fair value is estimated to be €276, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 6.2% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.Upcoming Dividend • May 21Upcoming dividend of €4.65 per shareEligible shareholders must have bought the stock before 28 May 2024. Payment date: 30 May 2024. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of French dividend payers (5.2%). Higher than average of industry peers (1.7%).分析記事 • Apr 27Sopra Steria Group (EPA:SOP) Is Increasing Its Dividend To €4.65The board of Sopra Steria Group SA ( EPA:SOP ) has announced that it will be paying its dividend of €4.65 on the 30th...お知らせ • Apr 27Sopra Steria Group SA Reaffirms Earnings Guidance for the Year 2024Sopra Steria Group SA reaffirmed earnings guidance for the year 2024. The company expects organic revenue growth of between 2% and 4%.Buy Or Sell Opportunity • Apr 19Now 20% undervaluedOver the last 90 days, the stock has risen 11% to €214. The fair value is estimated to be €269, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 6.2% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.分析記事 • Apr 01What You Can Learn From Sopra Steria Group SA's (EPA:SOP) P/EWith a price-to-earnings (or "P/E") ratio of 24.6x Sopra Steria Group SA ( EPA:SOP ) may be sending very bearish...分析記事 • Mar 17Sopra Steria Group's (EPA:SOP) Shareholders Will Receive A Bigger Dividend Than Last YearSopra Steria Group SA's ( EPA:SOP ) dividend will be increasing from last year's payment of the same period to €4.65 on...New Risk • Mar 04New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 49% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (49% net debt to equity). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.2% net profit margin).Price Target Changed • Feb 26Price target increased by 9.0% to €257Up from €235, the current price target is an average from 9 analysts. New target price is 11% above last closing price of €230. Stock is up 28% over the past year. The company is forecast to post earnings per share of €16.99 for next year compared to €9.09 last year.分析記事 • Feb 26Sopra Steria Group (EPA:SOP) Is Increasing Its Dividend To €4.65Sopra Steria Group SA's ( EPA:SOP ) periodic dividend will be increasing on the 30th of May to €4.65, with investors...Reported Earnings • Feb 26Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: €9.09 (down from €12.23 in FY 2022). Revenue: €5.81b (up 14% from FY 2022). Net income: €183.7m (down 26% from FY 2022). Profit margin: 3.2% (down from 4.9% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 33%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the IT industry in France. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 17% per year.分析記事 • Feb 25An Intrinsic Calculation For Sopra Steria Group SA (EPA:SOP) Suggests It's 30% UndervaluedKey Insights Using the 2 Stage Free Cash Flow to Equity, Sopra Steria Group fair value estimate is €330 Sopra Steria...Declared Dividend • Feb 25Dividend increased to €4.65Dividend of €4.65 is 8.1% higher than last year. Ex-date: 28th May 2024 Payment date: 30th May 2024 Dividend yield will be 2.0%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 9.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 5.4% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 22+ 1 more updateSopra Steria Group SA Proposes Dividend for 2023, Payable as from 30 May 2024Sopra Steria Group SA announced at the next General Meeting of Shareholders, the company will propose the payment of a dividend of €4.65 per share, vs €4.30 per share in respect of financial year 2022. The ex-dividend date will be 28 May 2024. The dividend will be payable as from 30 May 2024.分析記事 • Feb 03Is Now An Opportune Moment To Examine Sopra Steria Group SA (EPA:SOP)?Sopra Steria Group SA ( EPA:SOP ), is not the largest company out there, but it led the ENXTPA gainers with a...分析記事 • Dec 28Potential Upside For Sopra Steria Group SA (EPA:SOP) Not Without RiskThere wouldn't be many who think Sopra Steria Group SA's ( EPA:SOP ) price-to-earnings (or "P/E") ratio of 16.2x is...分析記事 • Dec 14Does Sopra Steria Group (EPA:SOP) Deserve A Spot On Your Watchlist?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...分析記事 • Nov 15Estimating The Intrinsic Value Of Sopra Steria Group SA (EPA:SOP)Key Insights Using the 2 Stage Free Cash Flow to Equity, Sopra Steria Group fair value estimate is €223 Sopra Steria...Buying Opportunity • Nov 10Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be €223, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has grown by 27%. Revenue is forecast to grow by 19% in 2 years. Earnings is forecast to grow by 42% in the next 2 years.分析記事 • Nov 01At €169, Is It Time To Put Sopra Steria Group SA (EPA:SOP) On Your Watch List?Sopra Steria Group SA ( EPA:SOP ), is not the largest company out there, but it received a lot of attention from a...お知らせ • Oct 28Sopra Steria Group Provides Earnings Guidance for the Full Year 2023Sopra Steria Group provided earnings guidance for the full year 2023. For the year, the expects organic revenue growth of at least 6.0%.お知らせ • Oct 25Sopra Steria Group SA (ENXTPA:SOP) agreed to acquire the remaining 25% stake in Shared Services Connected Ltd from Cabinet Office for £82.3 million.Sopra Steria Group SA (ENXTPA:SOP) agreed to acquire the remaining 25% stake in Shared Services Connected Ltd from Cabinet Office for £82.3 million on October 24, 2023. The transition from joint venture to wholly owned subsidiary will not affect the management, employees, clients, or services of the business. This operation will be accretive to Sopra Sterias net result and EPS from day one.お知らせ • Sep 22+ 2 more updatesSopra Steria Group SA to Report Fiscal Year 2023 Results on Feb 22, 2024Sopra Steria Group SA announced that they will report fiscal year 2023 results Pre-Market on Feb 22, 2024分析記事 • Sep 21Sopra Steria Group (EPA:SOP) Seems To Use Debt Quite SensiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Buying Opportunity • Sep 06Now 20% undervaluedOver the last 90 days, the stock is up 16%. The fair value is estimated to be €252, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has grown by 27%. Revenue is forecast to grow by 14% in 2 years. Earnings is forecast to grow by 48% in the next 2 years.分析記事 • Sep 06With EPS Growth And More, Sopra Steria Group (EPA:SOP) Makes An Interesting CaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...分析記事 • Aug 09Calculating The Fair Value Of Sopra Steria Group SA (EPA:SOP)Key Insights Using the 2 Stage Free Cash Flow to Equity, Sopra Steria Group fair value estimate is €215 With €196 share...Reported Earnings • Jul 31First half 2023 earnings released: EPS: €5.57 (vs €5.55 in 1H 2022)First half 2023 results: EPS: €5.57 (up from €5.55 in 1H 2022). Revenue: €2.84b (up 12% from 1H 2022). Net income: €112.5m (flat on 1H 2022). Profit margin: 4.0% (down from 4.4% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the IT industry in France. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.分析記事 • Jul 24At €183, Is It Time To Put Sopra Steria Group SA (EPA:SOP) On Your Watch List?Sopra Steria Group SA ( EPA:SOP ), is not the largest company out there, but it saw significant share price movement...Buying Opportunity • Jun 26Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 7.4%. The fair value is estimated to be €220, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.5% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings is also forecast to grow by 14% per annum over the same time period.分析記事 • Jun 22These 4 Measures Indicate That Sopra Steria Group (EPA:SOP) Is Using Debt Reasonably WellWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...収支内訳Sopra Steria Group 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ENXTPA:SOP 収益、費用、利益 ( )EUR Millions日付収益収益G+A経費研究開発費31 Dec 255,648297150030 Sep 255,660289145030 Jun 255,671282115031 Mar 255,724296113031 Dec 245,777309136030 Sep 245,759304125030 Jun 245,742299115031 Mar 245,605278120031 Dec 235,469258125030 Sep 235,352261118030 Jun 235,234264111031 Mar 235,168256106031 Dec 225,101248102030 Sep 225,00023194030 Jun 224,89821586031 Mar 224,79120180031 Dec 214,68318874030 Sep 214,55416866030 Jun 214,42514858031 Mar 214,34412858031 Dec 204,26310758030 Sep 204,32812562030 Jun 204,39414366031 Mar 204,41415267031 Dec 194,43416068030 Sep 194,361154103030 Jun 194,288148137031 Mar 194,192136146031 Dec 184,095125155030 Sep 184,024135149030 Jun 183,954145143031 Mar 183,892159141031 Dec 173,831173138030 Sep 173,79316786030 Jun 173,75416235031 Mar 173,74815631031 Dec 163,74115028030 Sep 163,71813126030 Jun 163,69511224031 Mar 163,6409819031 Dec 153,5848414030 Sep 153,4559412030 Jun 153,32610390質の高い収益: SOPは 高品質の収益 を持っています。利益率の向上: SOPの現在の純利益率 (5.3%)は、昨年(5.4%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: SOPの収益は過去 5 年間で年間15.3%増加しました。成長の加速: SOPは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: SOPは過去 1 年間で収益成長率がマイナス ( -4% ) となったため、 IT業界平均 ( -4.1% ) と比較することが困難です。株主資本利益率高いROE: SOPの 自己資本利益率 ( 14.2% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YSoftware 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/05/21 13:48終値2026/05/21 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレーク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Sopra Steria Group SA 11 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。20 アナリスト機関Raimo LenschowBarclaysAndrew GardinerBarclaysGeorgios KertsosBerenberg17 その他のアナリストを表示
Reported Earnings • Mar 03Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: €15.23 (down from €15.36 in FY 2024). Revenue: €5.65b (down 2.2% from FY 2024). Net income: €296.8m (down 4.0% from FY 2024). Profit margin: 5.3% (down from 5.4% in FY 2024). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.7%. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the IT industry in France. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
お知らせ • Oct 17+ 1 more updateSopra Steria Group SA to Report First Half, 2026 Results on Jul 29, 2026Sopra Steria Group SA announced that they will report first half, 2026 results on Jul 29, 2026
Reported Earnings • Jul 27First half 2025 earnings released: EPS: €7.29 (vs €8.40 in 1H 2024)First half 2025 results: EPS: €7.29 (down from €8.40 in 1H 2024). Revenue: €2.84b (down 3.6% from 1H 2024). Net income: €142.0m (down 16% from 1H 2024). Profit margin: 5.0% (down from 5.7% in 1H 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the IT industry in France. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 5% per year.
分析記事 • Mar 12We Think Sopra Steria Group's (EPA:SOP) Profit Is Only A Baseline For What They Can AchieveEven though Sopra Steria Group SA ( EPA:SOP ) posted strong earnings, investors appeared to be underwhelmed. We did...
Reported Earnings • Feb 28Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: €15.36 (up from €9.09 in FY 2023). Revenue: €5.78b (flat on FY 2023). Net income: €309.3m (up 68% from FY 2023). Profit margin: 5.4% (up from 3.2% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the IT industry in France. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 02Sopra Steria Group SA to Report First Half, 2025 Results on Jul 25, 2025Sopra Steria Group SA announced that they will report first half, 2025 results on Jul 25, 2025
ナラティブの更新 • May 18SOP: Sovereign AI Collaboration And Rising Dividend Will Support Future ConfidenceAnalysts have nudged their price target for Sopra Steria Group slightly lower to about €196 from around €197, reflecting updated assumptions on discount rates, modestly different revenue growth expectations, profit margin trends and a revised future P/E estimate. What's in the News Red Hat and Sopra Steria expanded their collaboration to support sovereign AI projects, using Red Hat OpenShift as a common platform across on‑premises, sovereign cloud, public cloud and edge environments (Key Developments).
Valuation Update With 7 Day Price Move • May 02Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €133, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the IT industry in France. Total loss to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €198 per share.
New Risk • Apr 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 French stocks, typically moving 8.7% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.7% average weekly change).
ナラティブの更新 • Apr 23SOP: Higher Fair Value And Rising Dividend Plan Will Support ConfidenceAnalysts have adjusted their price target for Sopra Steria Group to €197.09 from €193.33, reflecting updated assumptions around discount rate, revenue growth, profit margin and future P/E. What's in the News A board meeting is scheduled for 25 February 2026 to approve Sopra Steria Group's financial statements for the year ended 31 December 2025 (Key Developments).
ナラティブの更新 • Apr 05SOP: Higher EUR 168 Outlook Will Support Dividend ConfidenceAnalysts have lifted their price target on Sopra Steria Group to €168 from €160, reflecting updated assumptions on discount rate, revenue growth, profit margin and future P/E. These changes keep the overall fair value estimate broadly unchanged.
ナラティブの更新 • Mar 21SOP: Higher EUR 168 Outlook Will Support Dividend And Capital Return ConfidenceThe updated analyst fair value estimate for Sopra Steria Group shifts to €193.33 from €199, with a recalibrated P/E assumption and discount rate reflecting recent Street research that includes a higher €168 price target from analysts. Analyst Commentary Bullish Takeaways Bullish analysts see the revised €168 price target as consistent with a valuation that still leaves room above the updated €193.33 fair value estimate, suggesting they view current execution and fundamentals as reasonably aligned with their expectations.
ナラティブの更新 • Mar 06SOP: Higher EUR 168 Outlook Will Support New CEO TransitionAnalysts have raised the Sopra Steria Group price target to €168, an increase of €8 that they attribute to updated assumptions on growth, margins and valuation multiples, while continuing to maintain a balanced stance on the shares. Analyst Commentary Bullish Takeaways Bullish analysts see the new €168 target as consistent with updated assumptions on growth, margins and valuation multiples, which they view as better aligned with the current investment case.
Reported Earnings • Mar 03Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: €15.23 (down from €15.36 in FY 2024). Revenue: €5.65b (down 2.2% from FY 2024). Net income: €296.8m (down 4.0% from FY 2024). Profit margin: 5.3% (down from 5.4% in FY 2024). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.7%. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the IT industry in France. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
Declared Dividend • Mar 02Dividend increased to €5.30Dividend of €5.30 is 14% higher than last year. Ex-date: 2nd June 2026 Payment date: 4th June 2026 Dividend yield will be 4.0%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 9.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 26Sopra Steria Group SA Proposes Dividend in Respect of Financial Year 2025, Payable as of 04 June 2026At the next General Meeting of Shareholders, to be held on 20 May 2026, Sopra Steria Group SA will propose the payment of a dividend of €5.30 per share in respect of financial year 2025 (vs €4.65 per share in respect of financial year 2024). The ex-dividend date will be 02 June 2026. The dividend will be paid as of 04 June 2026.
ナラティブの更新 • Feb 19SOP: Higher EUR 168 Outlook Will Support New CEO ExecutionAnalysts have raised their price target on Sopra Steria Group to €168 from €160. The change is reflected in a slightly higher assumed discount rate and forward P/E, while fair value and core operating assumptions remain broadly unchanged.
ナラティブの更新 • Feb 05SOP: Raised EUR 168 Fair Value Will Support Leadership Transition ExecutionNarrative Update Analysts have raised their price target for Sopra Steria Group by €8 to €168, citing updated fair value assumptions, slightly revised discount and growth inputs, and recent Street research supporting the new level. Analyst Commentary Recent research moves around Sopra Steria Group center on the new €168 price target and what it implies for execution and valuation, rather than a clear shift in stance on the shares.
ナラティブの更新 • Jan 21SOP: Buy Case Will Depend On Leadership Transition ExecutionSopra Steria Group’s fair value estimate has edged up to about €198.92, as analysts adjust price targets in a mixed way. One has moved to €168 from €160 and another to €209 from €214, while keeping broadly stable views on discount rate, revenue growth, profit margin, and future P/E assumptions.
ナラティブの更新 • Jan 06SOP: Buy Rating Will Rely On Modestly Higher Multiple And Leadership TransitionAnalysts have trimmed their price target on Sopra Steria Group to €209 from €214, reflecting updated assumptions around discount rate, profit margin and P/E. These changes leave the modelled fair value unchanged at €197.60.
ナラティブの更新 • Dec 20SOP: Buy Rating Will Remain Backed By Modestly Reduced Revenue ExpectationsAnalysts have trimmed their fair value estimate for Sopra Steria Group from EUR 201.90 to EUR 197.60, citing slightly softer revenue growth and margin expectations in line with recent Street price target reductions, while maintaining a positive long term view. Analyst Commentary Bullish Takeaways Bullish analysts continue to see upside potential to the current share price, as the latest price target remains comfortably above spot levels despite the modest cut.
お知らせ • Dec 12Sopra Steria Appoints Rajesh Krishnamurthy as Chief Executive Officer, Effective February 2, 2026Sopra Steria at its meeting held on December 11, 2025 appointed Rajesh Krishnamurthy as the Group’s new Chief Executive Officer, effective from February 2, 2026. Rajesh Krishnamurthy is a French national of Indian origin who graduated in electronics engineering and has built a three-decade international career in technology, consulting and large-scale transformation across Europe, Asia and the Americas. He joined Infosys in 1992 when the company had fewer than 200 employees, beginning what would become a 25-year journey through nearly every major client-facing and operational role as the organisation scaled into one of the world’s leading technology firms. Over the years, he worked across all major industry segments, including Banking and Financial Services, Aerospace, Energy, Utilities, Telecoms, Automotive, Pharmaceuticals, Consumer Goods and Retail. In his final role at Infosys, he simultaneously served as President of Europe, Chairman of the Infosys Consulting division and Global Head of the Energy, Utilities and Telecom business, one of the Group’s largest worldwide P&Ls. In this capacity, he led large international teams and drove strong, sustained growth across markets. In 2018, Rajesh Krishnamurthy joined CMA CGM as Executive Director responsible for IT systems, digital initiatives, global service centres and transformation, contributing to the modernisation of one of the world’s largest logistics groups. Since July 2020, he has served as Chief Executive Officer of Expleo, where he has led a comprehensive transformation programme. Under his leadership, the company increased its revenue by more than 50 percent, doubled its operating profitability, strengthened its European footprint and accelerated its shift toward digital engineering and AI-enabled services. Rajesh Krishnamurthy has held top-level strategic and operational leadership positions at world-class companies. He has a proven capacity to lead far-reaching organisational and digital transformation, an in-depth understanding of the technological priorities of large organizations and a solid performance-focused culture. His career is marked by a consistent ability to scale organizations and build high-performing international teams, qualities fully aligned with Sopra Steria’s ambitions for the years ahead.
ナラティブの更新 • Dec 06SOP: Buy Rating Will Remain Supported By Modest Discount Rate IncreaseAnalysts have slightly reduced their price target on Sopra Steria Group, trimming it by EUR 5 to reflect a marginally higher discount rate, modestly stronger revenue growth expectations, and a nearly unchanged profit margin and future P/E outlook. Analyst Commentary Recent research updates reflect a nuanced view on Sopra Steria Group, with the modest reduction in the price target seen as a fine-tuning of assumptions rather than a shift in the investment thesis.
お知らせ • Dec 02Sopra Steria Group SA (ENXTPA:SOP) acquired Neocase Software SAS.Sopra Steria Group SA (ENXTPA:SOP) acquired Neocase Software SAS on December 1, 2025. For the period ending December 31, 2024, Neocase Software SAS reported total revenue of €16 million. Sopra Steria Group SA (ENXTPA:SOP) completed the acquisition of Neocase Software SAS on December 1, 2025.
分析記事 • Nov 29Is Sopra Steria Group (EPA:SOP) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
ナラティブの更新 • Nov 21SOP: Buy Rating Will Persist Amid CEO Change and Lowered Price OutlookAnalysts have lowered their price target for Sopra Steria Group by EUR 5 to EUR 209. This adjustment reflects a slightly higher discount rate, while overall forecasts and profit outlook remain largely unchanged.
分析記事 • Nov 14Sopra Steria Group SA's (EPA:SOP) Intrinsic Value Is Potentially 90% Above Its Share PriceKey Insights The projected fair value for Sopra Steria Group is €252 based on 2 Stage Free Cash Flow to Equity Sopra...
ナラティブの更新 • Nov 06SOP: Buy Rating Will Persist Despite Leadership Transition and Market HeadwindsAnalysts have lowered their price target for Sopra Steria Group from €214 to €209, citing slightly reduced revenue growth forecasts and margin expectations. Analyst Commentary Bullish Takeaways Bullish analysts maintain a positive long-term outlook for Sopra Steria Group.
ナラティブの更新 • Oct 22Analysts Lower Sopra Steria Price Target as CEO Steps Down and Forecasts AdjustedAnalysts have lowered their price target for Sopra Steria Group from €217.40 to €206.80. They cite slightly higher discount rates as well as marginally reduced revenue growth and profit margin expectations.
お知らせ • Oct 18Sopra Steria Group SA, Annual General Meeting, May 20, 2026Sopra Steria Group SA, Annual General Meeting, May 20, 2026.
お知らせ • Oct 17+ 1 more updateSopra Steria Group SA to Report First Half, 2026 Results on Jul 29, 2026Sopra Steria Group SA announced that they will report first half, 2026 results on Jul 29, 2026
お知らせ • Oct 08Sopra Steria Group Sa Announces Resignation of Cyril Malargé as Chief Executive OfficerSopra Steria’s Board of Directors duly noted Cyril Malargé’s decision to pursue a new opportunity and to step down as Chief Executive Officer. The process of appointing a new Chief Executive Officer has been launched in accordance with the procedure updated each year by the Nomination, Governance, Ethics & Corporate Responsibility Committee. The transition will be overseen by a small team organised around the Group’s Chief Operating Officer. (Meeting date: October 8, 2025).
ナラティブの更新 • Oct 08European Cybersecurity And Digital Transformation Will Fuel ResilienceNarrative Update on Sopra Steria Group Analysts have revised their price target for Sopra Steria Group slightly downward from €222 to €217.40. This adjustment reflects more cautious growth and profitability assumptions following recent financial reassessments.
分析記事 • Sep 26Is Now The Time To Look At Buying Sopra Steria Group SA (EPA:SOP)?Sopra Steria Group SA ( EPA:SOP ), is not the largest company out there, but it received a lot of attention from a...
お知らせ • Aug 26IDEMIA Public Security and Sopra Steria Launch Successful Go-Live of Shared Biometric Matching System with eu-LISAIDEMIA Public Security and Sopra Steria have successfully completed the go-live of eu-LISA's new shared Biometric Matching System (sBMS). This achievement marks an important milestone in the roll-out of the Interoperability Roadmap by the EU Agency responsible for the management of large-scale IT systems in the Justice and Home Affairs domain. IDEMIA Public Security and SopRA Steria led the design and implementation of the new sBMS, the EU's central biometric matching system that stores and compares biometric data such as fingerprints and facial images. The sBMS, together with the other interoperable large-scale IT systems of eu-LISA, aims to fight irregular immigration and trans-border crime, enhancing the efficiency and security of Schengen Area border and migration management. For example, when third-country nationals come into Europe for the first time, they will be registered and searched against systems defined in the applicable EU legislation; national authorities will then be able to check whether these nationals are the persons they claim to be through biometric operations against sBMS. The system was launched together with eu-LISA's Visa Information System (VIS), a large-scale IT system that supports the implementation of the EU's common visa policy; Visa also facilitates checks at external borders and will be connected with other EU information systems in the future, such as the upcoming European Entry/exit System (EES). The forthcoming EES will include biometric verifications and identifications of travelers based on their facial images and fingerprints. At the end of the implementation of the interoperability architecture, sBMS will be one of the largest biometric systems in the world. With IDEMIA Public Security's best-in-class biometric technology and highly-ranked algorithms across all modalities, combined with Sopra Steria's competencies as a European leader in digital transformation and Homeland Security, the pair was selected by eu-LISA to build the sBMS for border protection of the Schengen Area in 2020. As a market leader in the travel and transport industry, focusing on accurate and efficient technology solutions that deliver the highest level of performance and enhance border control operations and identity verification in high-risk environments, IDEMIA was equipped to contribute to one of the largest scale biometric databases, ensuring accuracy and fast response times. As long-standing partners of European institutions and governments, IDEMIA Public Security andopra Steria have supported the European Union for more than 20 years in the management of mission-critical IT systems to enhance security within the Schengen area. IDEMIA Public Security delivers innovative, secure and trustworthy biometric travel solutions that streamline travel and border operations, optimize processes, enhance decision making, and enable seamless, personalized, digital passenger journeys. Sopra Steria is actively shaping Europe in the domain of Justice and Home Affairs with profound expertise in Central EU.
分析記事 • Jul 27Is Now The Time To Put Sopra Steria Group (EPA:SOP) On Your Watchlist?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Reported Earnings • Jul 27First half 2025 earnings released: EPS: €7.29 (vs €8.40 in 1H 2024)First half 2025 results: EPS: €7.29 (down from €8.40 in 1H 2024). Revenue: €2.84b (down 3.6% from 1H 2024). Net income: €142.0m (down 16% from 1H 2024). Profit margin: 5.0% (down from 5.7% in 1H 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the IT industry in France. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 5% per year.
お知らせ • Jul 25Sopra Steria Group Sa Confirms Financial Targets for 2025Sopra Steria Group SA confirmed financial targets for 2025. The company announced that the full-year financial targets for 2025 are all confirmed: Organic revenue growth of between -2.5% and +0.5%. Operating margin on business activity of between 9.3% and 9.8%.
分析記事 • Jul 12Is There An Opportunity With Sopra Steria Group SA's (EPA:SOP) 36% Undervaluation?Key Insights The projected fair value for Sopra Steria Group is €316 based on 2 Stage Free Cash Flow to Equity Sopra...
分析記事 • Jun 12There's No Escaping Sopra Steria Group SA's (EPA:SOP) Muted EarningsWith a price-to-earnings (or "P/E") ratio of 12.9x Sopra Steria Group SA ( EPA:SOP ) may be sending bullish signals at...
分析記事 • May 29Should You Think About Buying Sopra Steria Group SA (EPA:SOP) Now?Sopra Steria Group SA ( EPA:SOP ), is not the largest company out there, but it saw a significant share price rise of...
Upcoming Dividend • May 27Upcoming dividend of €4.65 per shareEligible shareholders must have bought the stock before 03 June 2025. Payment date: 05 June 2025. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of French dividend payers (5.4%). In line with average of industry peers (2.3%).
分析記事 • May 14There Could Be A Chance Sopra Steria Group SA's (EPA:SOP) CEO Will Have Their Compensation IncreasedKey Insights Sopra Steria Group will host its Annual General Meeting on 21st of May Total pay for CEO Cyril Malarge...
分析記事 • May 02Sopra Steria Group (EPA:SOP) Has Announced A Dividend Of €4.65Sopra Steria Group SA's ( EPA:SOP ) investors are due to receive a payment of €4.65 per share on 5th of June. The...
お知らせ • May 02Sopra Steria Group SA (ENXTPA:SOP) acquired Aurexia S.A.S.Sopra Steria Group SA (ENXTPA:SOP) acquired Aurexia S.A.S on May 1, 2025. Sopra Steria Group SA (ENXTPA:SOP) completed the acquisition of Aurexia S.A.S on May 1, 2025.
お知らせ • Apr 24Sopra Steria Enables Banks to Enter the Crypto-Asset Market with A Complete and Tailored-Made OfferSopra Steria announced the launch of Sopra Crypto Solutions, a comprehensive white-label offering designed to accelerate the adoption of crypto-assets by banks. This solution is built on three technological assets with Fireblocks (secure digital asset management), Chainalysis (compliance) and Wyden (order execution and trade management), offering an integrated response to regulatory and operational challenges. Faced with growing consumer demand and the emergence of new financial technologies, banks have to respond to an increasingly pressing need: to offer their customers crypto solutions.
分析記事 • Apr 13Sopra Steria Group (EPA:SOP) Has Affirmed Its Dividend Of €4.65Sopra Steria Group SA's ( EPA:SOP ) investors are due to receive a payment of €4.65 per share on 5th of June. Based on...
分析記事 • Mar 31Sopra Steria Group (EPA:SOP) Has A Pretty Healthy Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Mar 15Sopra Steria Group (EPA:SOP) Has Affirmed Its Dividend Of €4.65The board of Sopra Steria Group SA ( EPA:SOP ) has announced that it will pay a dividend of €4.65 per share on the 5th...
分析記事 • Mar 12We Think Sopra Steria Group's (EPA:SOP) Profit Is Only A Baseline For What They Can AchieveEven though Sopra Steria Group SA ( EPA:SOP ) posted strong earnings, investors appeared to be underwhelmed. We did...
新しいナラティブ • Mar 02Investments In AI And Next-Gen Technologies Will Expand Digital Services Dominance By 2028 Sopra Steria's focus on high-value digital services and consulting aims to significantly boost revenue growth and market presence.
Declared Dividend • Mar 02Dividend of €4.65 announcedDividend of €4.65 is the same as last year. Ex-date: 3rd June 2025 Payment date: 5th June 2025 Dividend yield will be 3.1%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 9.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 22% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Mar 01With EPS Growth And More, Sopra Steria Group (EPA:SOP) Makes An Interesting CaseFor 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 • Mar 01Sopra Steria Group SA, Annual General Meeting, May 21, 2025Sopra Steria Group SA, Annual General Meeting, May 21, 2025.
Reported Earnings • Feb 28Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: €15.36 (up from €9.09 in FY 2023). Revenue: €5.78b (flat on FY 2023). Net income: €309.3m (up 68% from FY 2023). Profit margin: 5.4% (up from 3.2% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the IT industry in France. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 27+ 1 more updateSopra Steria Group SA Proposes Dividend for the Year 2024, Payable on 5 June 2025Sopra Steria Group SA announced that at the next General Meeting of Shareholders, to be held on 21 May 2025, Sopra Steria will propose the payment of a dividend of €4.65 per share (vs €4.65 per share in respect of financial year 2023). The ex-dividend date will be 3 June 2025. The dividend will be paid as of 5 June 2025.
分析記事 • Feb 08Are Investors Undervaluing Sopra Steria Group SA (EPA:SOP) By 41%?Key Insights Sopra Steria Group's estimated fair value is €299 based on 2 Stage Free Cash Flow to Equity Sopra Steria...
分析記事 • Dec 05Is Now The Time To Look At Buying Sopra Steria Group SA (EPA:SOP)?Sopra Steria Group SA ( EPA:SOP ), might not be a large cap stock, but it saw significant share price movement during...
分析記事 • Nov 16Market Participants Recognise Sopra Steria Group SA's (EPA:SOP) EarningsWith a price-to-earnings (or "P/E") ratio of 16.4x Sopra Steria Group SA ( EPA:SOP ) may be sending bearish signals at...
お知らせ • Nov 02Sopra Steria Group SA to Report First Half, 2025 Results on Jul 25, 2025Sopra Steria Group SA announced that they will report first half, 2025 results on Jul 25, 2025
お知らせ • Oct 31Sopra Steria Group SA to Report Fiscal Year 2024 Results on Feb 27, 2025Sopra Steria Group SA announced that they will report fiscal year 2024 results at 8:30 AM, Central European Standard Time on Feb 27, 2025
お知らせ • Oct 26Sopra Steria Appoints Dominique Lapère as Chief Operating OfficerSopra Steria announced the creation of a Group Operations Department. Dominique Lapère, previously Executive Industrial Director, has been appointed Chief Operating Officer (COO) reporting to Cyril Malargé, CEO of Sopra Steria. This new department is responsible for ensuring the best execution of operations and improving performance, notably by updating and standardising the Group’s operational model. This new business model will be based on the Group's industry verticals as well as pooled, horizontal technological centres of excellence.
分析記事 • Oct 11Sopra Steria Group (EPA:SOP) Seems To Use Debt Quite SensiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Aug 14Sopra Steria Group SA (EPA:SOP) Could Be Riskier Than It LooksIt's not a stretch to say that Sopra Steria Group SA's ( EPA:SOP ) price-to-earnings (or "P/E") ratio of 14.8x right...
分析記事 • Jul 27Sopra Steria Group SA Just Missed Earnings And Its Revenue Numbers Were Weaker Than ExpectedThe half-year results for Sopra Steria Group SA ( EPA:SOP ) were released last week, making it a good time to revisit...
Reported Earnings • Jul 26First half 2024 earnings released: EPS: €8.40 (vs €5.57 in 1H 2023)First half 2024 results: EPS: €8.40 (up from €5.57 in 1H 2023). Revenue: €2.95b (up 3.8% from 1H 2023). Net income: €169.3m (up 51% from 1H 2023). Profit margin: 5.7% (up from 4.0% in 1H 2023). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the IT industry in France. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Price Target Changed • Jul 22Price target decreased by 7.4% to €246Down from €266, the current price target is an average from 8 analysts. New target price is 41% above last closing price of €174. Stock is down 5.1% over the past year. The company is forecast to post earnings per share of €15.48 for next year compared to €9.08 last year.
分析記事 • Jul 12Should You Investigate Sopra Steria Group SA (EPA:SOP) At €188?Sopra Steria Group SA ( EPA:SOP ), might not be a large cap stock, but it saw significant share price movement during...
Valuation Update With 7 Day Price Move • Jun 14Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €187, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 16x in the IT industry in France. Total returns to shareholders of 27% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €342 per share.
分析記事 • Jun 08Is Sopra Steria Group (EPA:SOP) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Buy Or Sell Opportunity • May 28Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.3% to €219. The fair value is estimated to be €276, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 6.2% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.
Upcoming Dividend • May 21Upcoming dividend of €4.65 per shareEligible shareholders must have bought the stock before 28 May 2024. Payment date: 30 May 2024. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of French dividend payers (5.2%). Higher than average of industry peers (1.7%).
分析記事 • Apr 27Sopra Steria Group (EPA:SOP) Is Increasing Its Dividend To €4.65The board of Sopra Steria Group SA ( EPA:SOP ) has announced that it will be paying its dividend of €4.65 on the 30th...
お知らせ • Apr 27Sopra Steria Group SA Reaffirms Earnings Guidance for the Year 2024Sopra Steria Group SA reaffirmed earnings guidance for the year 2024. The company expects organic revenue growth of between 2% and 4%.
Buy Or Sell Opportunity • Apr 19Now 20% undervaluedOver the last 90 days, the stock has risen 11% to €214. The fair value is estimated to be €269, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 6.2% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.
分析記事 • Apr 01What You Can Learn From Sopra Steria Group SA's (EPA:SOP) P/EWith a price-to-earnings (or "P/E") ratio of 24.6x Sopra Steria Group SA ( EPA:SOP ) may be sending very bearish...
分析記事 • Mar 17Sopra Steria Group's (EPA:SOP) Shareholders Will Receive A Bigger Dividend Than Last YearSopra Steria Group SA's ( EPA:SOP ) dividend will be increasing from last year's payment of the same period to €4.65 on...
New Risk • Mar 04New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 49% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (49% net debt to equity). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.2% net profit margin).
Price Target Changed • Feb 26Price target increased by 9.0% to €257Up from €235, the current price target is an average from 9 analysts. New target price is 11% above last closing price of €230. Stock is up 28% over the past year. The company is forecast to post earnings per share of €16.99 for next year compared to €9.09 last year.
分析記事 • Feb 26Sopra Steria Group (EPA:SOP) Is Increasing Its Dividend To €4.65Sopra Steria Group SA's ( EPA:SOP ) periodic dividend will be increasing on the 30th of May to €4.65, with investors...
Reported Earnings • Feb 26Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: €9.09 (down from €12.23 in FY 2022). Revenue: €5.81b (up 14% from FY 2022). Net income: €183.7m (down 26% from FY 2022). Profit margin: 3.2% (down from 4.9% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 33%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the IT industry in France. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 17% per year.
分析記事 • Feb 25An Intrinsic Calculation For Sopra Steria Group SA (EPA:SOP) Suggests It's 30% UndervaluedKey Insights Using the 2 Stage Free Cash Flow to Equity, Sopra Steria Group fair value estimate is €330 Sopra Steria...
Declared Dividend • Feb 25Dividend increased to €4.65Dividend of €4.65 is 8.1% higher than last year. Ex-date: 28th May 2024 Payment date: 30th May 2024 Dividend yield will be 2.0%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 9.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 5.4% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 22+ 1 more updateSopra Steria Group SA Proposes Dividend for 2023, Payable as from 30 May 2024Sopra Steria Group SA announced at the next General Meeting of Shareholders, the company will propose the payment of a dividend of €4.65 per share, vs €4.30 per share in respect of financial year 2022. The ex-dividend date will be 28 May 2024. The dividend will be payable as from 30 May 2024.
分析記事 • Feb 03Is Now An Opportune Moment To Examine Sopra Steria Group SA (EPA:SOP)?Sopra Steria Group SA ( EPA:SOP ), is not the largest company out there, but it led the ENXTPA gainers with a...
分析記事 • Dec 28Potential Upside For Sopra Steria Group SA (EPA:SOP) Not Without RiskThere wouldn't be many who think Sopra Steria Group SA's ( EPA:SOP ) price-to-earnings (or "P/E") ratio of 16.2x is...
分析記事 • Dec 14Does Sopra Steria Group (EPA:SOP) Deserve A Spot On Your Watchlist?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
分析記事 • Nov 15Estimating The Intrinsic Value Of Sopra Steria Group SA (EPA:SOP)Key Insights Using the 2 Stage Free Cash Flow to Equity, Sopra Steria Group fair value estimate is €223 Sopra Steria...
Buying Opportunity • Nov 10Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be €223, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has grown by 27%. Revenue is forecast to grow by 19% in 2 years. Earnings is forecast to grow by 42% in the next 2 years.
分析記事 • Nov 01At €169, Is It Time To Put Sopra Steria Group SA (EPA:SOP) On Your Watch List?Sopra Steria Group SA ( EPA:SOP ), is not the largest company out there, but it received a lot of attention from a...
お知らせ • Oct 28Sopra Steria Group Provides Earnings Guidance for the Full Year 2023Sopra Steria Group provided earnings guidance for the full year 2023. For the year, the expects organic revenue growth of at least 6.0%.
お知らせ • Oct 25Sopra Steria Group SA (ENXTPA:SOP) agreed to acquire the remaining 25% stake in Shared Services Connected Ltd from Cabinet Office for £82.3 million.Sopra Steria Group SA (ENXTPA:SOP) agreed to acquire the remaining 25% stake in Shared Services Connected Ltd from Cabinet Office for £82.3 million on October 24, 2023. The transition from joint venture to wholly owned subsidiary will not affect the management, employees, clients, or services of the business. This operation will be accretive to Sopra Sterias net result and EPS from day one.
お知らせ • Sep 22+ 2 more updatesSopra Steria Group SA to Report Fiscal Year 2023 Results on Feb 22, 2024Sopra Steria Group SA announced that they will report fiscal year 2023 results Pre-Market on Feb 22, 2024
分析記事 • Sep 21Sopra Steria Group (EPA:SOP) Seems To Use Debt Quite SensiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Buying Opportunity • Sep 06Now 20% undervaluedOver the last 90 days, the stock is up 16%. The fair value is estimated to be €252, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has grown by 27%. Revenue is forecast to grow by 14% in 2 years. Earnings is forecast to grow by 48% in the next 2 years.
分析記事 • Sep 06With EPS Growth And More, Sopra Steria Group (EPA:SOP) Makes An Interesting CaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
分析記事 • Aug 09Calculating The Fair Value Of Sopra Steria Group SA (EPA:SOP)Key Insights Using the 2 Stage Free Cash Flow to Equity, Sopra Steria Group fair value estimate is €215 With €196 share...
Reported Earnings • Jul 31First half 2023 earnings released: EPS: €5.57 (vs €5.55 in 1H 2022)First half 2023 results: EPS: €5.57 (up from €5.55 in 1H 2022). Revenue: €2.84b (up 12% from 1H 2022). Net income: €112.5m (flat on 1H 2022). Profit margin: 4.0% (down from 4.4% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the IT industry in France. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
分析記事 • Jul 24At €183, Is It Time To Put Sopra Steria Group SA (EPA:SOP) On Your Watch List?Sopra Steria Group SA ( EPA:SOP ), is not the largest company out there, but it saw significant share price movement...
Buying Opportunity • Jun 26Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 7.4%. The fair value is estimated to be €220, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.5% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings is also forecast to grow by 14% per annum over the same time period.
分析記事 • Jun 22These 4 Measures Indicate That Sopra Steria Group (EPA:SOP) Is Using Debt Reasonably WellWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...