View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active.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 EventsESI Group 将来の成長Future 基準チェック /16ESI Groupの収益は成長。EPSは成長すると52.8%年率で予測されます。主要情報n/a収益成長率52.80%EPS成長率Software 収益成長15.7%収益成長率4.8%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日02 Jan 2024今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Jan 30ESI Group SA Ordinary Shares to Be Deleted from OTC EquityESI Group SA Ordinary Shares (France) will be deleted from OTC Equity effective January 30, 2024, due to Acquisition /Merger /Amalgamation.お知らせ • Nov 08+ 1 more updateESI Group SA Announces Change of CEOESI Group SA announced that Cristel de Rouvray, CEO of ESI Group, has tendered her resignation, effective 6 November 2023. Under her leadership, ESI Group achieved remarkable levels of growth and success. Cristel de Rouvray played an essential role in the transformation and development of the company, and she leaves her position with an outstanding track record. Her vision, dedication, and leadership have been the pillars of the company's success. The Board unanimously appointed Olfa Zorgati as the new CEO.お知らせ • Nov 05Keysight Technologies, Inc. (NYSE:KEYS) completed the acquisition of 50.6% stake in ESI Group SA (ENXTPA:ESI) from group of shareholders.Keysight Technologies, Inc. (NYSE:KEYS) made a binding offer to acquire 50.6% stake in ESI Group SA (ENXTPA:ESI) from group of shareholders for approximately €480 million on June 28, 2023. As of September 22, 2023, Keysight Technologies, Inc. (NYSE:KEYS) signed a definitive agreement to acquire 50.6% stake in ESI Group SA (ENXTPA:ESI) from group of shareholders. The offer per share is €155. Keysight will finance the transaction from a combination of cash and cash equivalents on its balance sheet. For the purposes of the Offer, the board of directors of ESI Group established an ad hoc committee, comprising Alex Davern, Cristel de Rouvray, Yves de Balmann and Patrice Soudan. Transaction is subject to the signing of definitive agreements, and regulatory approvals. As of September 22, 2023, the transaction is expected to be completed in the fourth quarter of 2023, subject to obtaining the necessary regulatory approvals. This would be followed by the filing of the tender offer. J.P. Morgan Securities LLC acted as a financial advisor, Paul Hastings LLP acted as a legal advisor to Keysight. McDermott Will & Emery LLP acted as a legal advisor, Rothschild & Co SCA (ENXTPA:ROTH), and Evercore Group L.L.C. acted as financial advisors to ESI Group. King & Spalding International LLP is acting as a legal advisor to Amy-Sheldon Loriot de Rouvray, Cristel Loriot de Rouvray, John Alexandre Loriot de Rouvray, and Amy Louise Loriot de Rouvray.Keysight Technologies, Inc. (NYSE:KEYS) completed the acquisition of 50.6% stake in ESI Group SA (ENXTPA:ESI) from group of shareholders on November 3, 2023. As a part of closing, Keysight Technologies also confirms its intention to proceed with the filing of a mandatory tender offer (« offre publique d’achat ») for all remaining outstanding shares of ESI Group, at a price of 155 euros per share (the offer) in the coming days. J.P. Morgan SE and BNP Paribas are acting as presenting banks on the Offer, with BNP Paribas acting as guaranteeing bank.お知らせ • Jun 29ESI Group to Be Delisted from Euronext Paris, Upon Completion of OfferKeysight Technologies Inc. (Keysight) and ESI Group SA announced that Keysight has made a binding offer to certain shareholders of ESI Group to acquire a controlling block of ESI Group’s share capital, representing in aggregate 50.6% of the share capital and 55.8% of the theoretical voting rights of ESI Group, at a price per share of €155 in cash, and in return for entering into exclusivity. Under Keysight’s binding offer, the block acquisition, once completed, would be followed by the filing by Keysight of a proposed mandatory tender offer for the remaining shares of ESI Group outstanding at the time and, if the legal conditions are met at the end of the offer, a squeeze-out procedure and the delisting of ESI Group from Euronext Paris.お知らせ • May 19ESI Group Confirms Sale TalksESI Group SA (ENXTPA:ESI) on May 18, 2023 confirmed it is holding initial discussions with certain third parties regarding a possible acquisition of the company. The talks followed the receipt of indicative non-binding proposals. Further details were not provided. The company’s statement comes after a Bloomberg report saying that ESI has tapped advisers to consider a sale amid takeover interest from suitors including larger rival Dassault Systèmes SE (ENXTPA:DSY), as well as from private equity firms TA Associates Management, L.P. and Francisco Partners Management, L.P. Shares in ESI soared on the news, trading 20.58% higher at EUR 116 as of 15:38 CET in Paris on May 18, 2023. Its market capitalization tops EUR 703.4 million (USD 758.5 million).Valuation Update With 7 Day Price Move • May 18Investor sentiment improves as stock rises 35%After last week's 35% share price gain to €111, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 28x in the Software industry in the United Kingdom. Total returns to shareholders of 275% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €82.21 per share.Reported Earnings • Mar 20Full year 2022 earnings released: EPS: €2.69 (vs €3.24 loss in FY 2021)Full year 2022 results: EPS: €2.69 (up from €3.24 loss in FY 2021). Revenue: €133.9m (down 2.0% from FY 2021). Net income: €15.4m (up €33.9m from FY 2021). Profit margin: 12% (up from net loss in FY 2021). The move to profitability was driven by lower expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Software industry in the United Kingdom.お知らせ • Dec 02+ 2 more updatesESI Group SA to Report Fiscal Year 2023 Results on Feb 28, 2023ESI Group SA announced that they will report fiscal year 2023 results After-Market on Feb 28, 2023Buying Opportunity • Dec 01Now 21% undervaluedOver the last 90 days, the stock is up 2.6%. The fair value is estimated to be €91.01, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Sep 13First half 2022 earnings released: EPS: €4.87 (vs €0 in 1H 2021)First half 2022 results: EPS: €4.87 (up from €0 in 1H 2021). Revenue: €84.3m (up 3.0% from 1H 2021). Net income: €13.9m (up 26% from 1H 2021). Profit margin: 17% (up from 14% in 1H 2021). Revenue is forecast to grow 5.3% p.a. on average during the next 4 years, compared to a 10% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has increased by 30% per year, which means it is well ahead of earnings.Reported Earnings • Apr 14Full year 2021 earnings released: €3.24 loss per share (vs €0.25 profit in FY 2020)Full year 2021 results: €3.24 loss per share (down from €0.25 profit in FY 2020). Revenue: €136.6m (up 3.0% from FY 2020). Net loss: €18.5m (down €19.9m from profit in FY 2020). Over the next year, revenue is forecast to grow 6.6%, compared to a 29% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 43% per year, which means it is well ahead of earnings.Reported Earnings • Apr 17Full year 2020 earnings released: EPS €0.25 (vs €4.43 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €132.6m (up 19% from FY 2019). Net income: €1.41m (up €24.3m from FY 2019). Profit margin: 1.1% (up from net loss in FY 2019). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.業績と収益の成長予測LSE:0GM9 - アナリストの将来予測と過去の財務データ ( )EUR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2024145N/A8N/A212/31/2023137N/A7N/A26/30/202313572022N/A3/31/2023135111315N/A12/31/20221341557N/A9/30/20221350910N/A6/30/2022137-161213N/A3/31/2022135-171416N/A12/31/2021133-191718N/A9/30/2021132-81315N/A6/30/202113241011N/A3/31/20211322810N/A12/31/2020133179N/A12/31/2019111-23-20N/A7/31/20191414711N/A4/30/20191404711N/A1/31/20191393610N/A10/31/2018137226N/A7/31/20181350-21N/A4/30/2018135137N/A1/31/20181352812N/A10/31/2017137447N/A7/31/20171385-13N/A4/30/20171396N/A6N/A1/31/20171418N/A9N/A10/31/20161366N/A9N/A7/31/20161325N/A10N/A4/30/20161295N/A5N/A1/31/20161255N/A0N/A10/31/20151216N/A3N/A7/31/20151177N/A7N/A4/30/20151146N/A6N/A1/31/20151115N/A5N/A10/31/20141093N/A3N/A7/31/20141081N/A1N/A4/30/20141082N/A1N/A1/31/20141092N/A1N/A10/31/20131092N/A1N/A7/31/20131092N/A2N/A4/30/20131094N/A1N/A1/31/20131095N/A1N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 0GM9の予測収益成長が 貯蓄率 ( 1.5% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 0GM9の収益がUK市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 0GM9の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 0GM9の収益 ( 4.8% ) UK市場 ( 4.5% ) よりも速いペースで成長すると予測されています。高い収益成長: 0GM9の収益 ( 4.8% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 0GM9の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YSoftware 業界の高成長企業。View Past Performance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2024/01/10 19:21終値2024/01/10 00:00収益2023/06/30年間収益2022/12/31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ESI Group 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。3 アナリスト機関Gal MundaBerenbergAlexandre PlaudCIC Market Solutions (ESN)Gregory RamirezStifel, formerly Bryan Garnier
お知らせ • Jan 30ESI Group SA Ordinary Shares to Be Deleted from OTC EquityESI Group SA Ordinary Shares (France) will be deleted from OTC Equity effective January 30, 2024, due to Acquisition /Merger /Amalgamation.
お知らせ • Nov 08+ 1 more updateESI Group SA Announces Change of CEOESI Group SA announced that Cristel de Rouvray, CEO of ESI Group, has tendered her resignation, effective 6 November 2023. Under her leadership, ESI Group achieved remarkable levels of growth and success. Cristel de Rouvray played an essential role in the transformation and development of the company, and she leaves her position with an outstanding track record. Her vision, dedication, and leadership have been the pillars of the company's success. The Board unanimously appointed Olfa Zorgati as the new CEO.
お知らせ • Nov 05Keysight Technologies, Inc. (NYSE:KEYS) completed the acquisition of 50.6% stake in ESI Group SA (ENXTPA:ESI) from group of shareholders.Keysight Technologies, Inc. (NYSE:KEYS) made a binding offer to acquire 50.6% stake in ESI Group SA (ENXTPA:ESI) from group of shareholders for approximately €480 million on June 28, 2023. As of September 22, 2023, Keysight Technologies, Inc. (NYSE:KEYS) signed a definitive agreement to acquire 50.6% stake in ESI Group SA (ENXTPA:ESI) from group of shareholders. The offer per share is €155. Keysight will finance the transaction from a combination of cash and cash equivalents on its balance sheet. For the purposes of the Offer, the board of directors of ESI Group established an ad hoc committee, comprising Alex Davern, Cristel de Rouvray, Yves de Balmann and Patrice Soudan. Transaction is subject to the signing of definitive agreements, and regulatory approvals. As of September 22, 2023, the transaction is expected to be completed in the fourth quarter of 2023, subject to obtaining the necessary regulatory approvals. This would be followed by the filing of the tender offer. J.P. Morgan Securities LLC acted as a financial advisor, Paul Hastings LLP acted as a legal advisor to Keysight. McDermott Will & Emery LLP acted as a legal advisor, Rothschild & Co SCA (ENXTPA:ROTH), and Evercore Group L.L.C. acted as financial advisors to ESI Group. King & Spalding International LLP is acting as a legal advisor to Amy-Sheldon Loriot de Rouvray, Cristel Loriot de Rouvray, John Alexandre Loriot de Rouvray, and Amy Louise Loriot de Rouvray.Keysight Technologies, Inc. (NYSE:KEYS) completed the acquisition of 50.6% stake in ESI Group SA (ENXTPA:ESI) from group of shareholders on November 3, 2023. As a part of closing, Keysight Technologies also confirms its intention to proceed with the filing of a mandatory tender offer (« offre publique d’achat ») for all remaining outstanding shares of ESI Group, at a price of 155 euros per share (the offer) in the coming days. J.P. Morgan SE and BNP Paribas are acting as presenting banks on the Offer, with BNP Paribas acting as guaranteeing bank.
お知らせ • Jun 29ESI Group to Be Delisted from Euronext Paris, Upon Completion of OfferKeysight Technologies Inc. (Keysight) and ESI Group SA announced that Keysight has made a binding offer to certain shareholders of ESI Group to acquire a controlling block of ESI Group’s share capital, representing in aggregate 50.6% of the share capital and 55.8% of the theoretical voting rights of ESI Group, at a price per share of €155 in cash, and in return for entering into exclusivity. Under Keysight’s binding offer, the block acquisition, once completed, would be followed by the filing by Keysight of a proposed mandatory tender offer for the remaining shares of ESI Group outstanding at the time and, if the legal conditions are met at the end of the offer, a squeeze-out procedure and the delisting of ESI Group from Euronext Paris.
お知らせ • May 19ESI Group Confirms Sale TalksESI Group SA (ENXTPA:ESI) on May 18, 2023 confirmed it is holding initial discussions with certain third parties regarding a possible acquisition of the company. The talks followed the receipt of indicative non-binding proposals. Further details were not provided. The company’s statement comes after a Bloomberg report saying that ESI has tapped advisers to consider a sale amid takeover interest from suitors including larger rival Dassault Systèmes SE (ENXTPA:DSY), as well as from private equity firms TA Associates Management, L.P. and Francisco Partners Management, L.P. Shares in ESI soared on the news, trading 20.58% higher at EUR 116 as of 15:38 CET in Paris on May 18, 2023. Its market capitalization tops EUR 703.4 million (USD 758.5 million).
Valuation Update With 7 Day Price Move • May 18Investor sentiment improves as stock rises 35%After last week's 35% share price gain to €111, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 28x in the Software industry in the United Kingdom. Total returns to shareholders of 275% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €82.21 per share.
Reported Earnings • Mar 20Full year 2022 earnings released: EPS: €2.69 (vs €3.24 loss in FY 2021)Full year 2022 results: EPS: €2.69 (up from €3.24 loss in FY 2021). Revenue: €133.9m (down 2.0% from FY 2021). Net income: €15.4m (up €33.9m from FY 2021). Profit margin: 12% (up from net loss in FY 2021). The move to profitability was driven by lower expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Software industry in the United Kingdom.
お知らせ • Dec 02+ 2 more updatesESI Group SA to Report Fiscal Year 2023 Results on Feb 28, 2023ESI Group SA announced that they will report fiscal year 2023 results After-Market on Feb 28, 2023
Buying Opportunity • Dec 01Now 21% undervaluedOver the last 90 days, the stock is up 2.6%. The fair value is estimated to be €91.01, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Sep 13First half 2022 earnings released: EPS: €4.87 (vs €0 in 1H 2021)First half 2022 results: EPS: €4.87 (up from €0 in 1H 2021). Revenue: €84.3m (up 3.0% from 1H 2021). Net income: €13.9m (up 26% from 1H 2021). Profit margin: 17% (up from 14% in 1H 2021). Revenue is forecast to grow 5.3% p.a. on average during the next 4 years, compared to a 10% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has increased by 30% per year, which means it is well ahead of earnings.
Reported Earnings • Apr 14Full year 2021 earnings released: €3.24 loss per share (vs €0.25 profit in FY 2020)Full year 2021 results: €3.24 loss per share (down from €0.25 profit in FY 2020). Revenue: €136.6m (up 3.0% from FY 2020). Net loss: €18.5m (down €19.9m from profit in FY 2020). Over the next year, revenue is forecast to grow 6.6%, compared to a 29% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 43% per year, which means it is well ahead of earnings.
Reported Earnings • Apr 17Full year 2020 earnings released: EPS €0.25 (vs €4.43 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €132.6m (up 19% from FY 2019). Net income: €1.41m (up €24.3m from FY 2019). Profit margin: 1.1% (up from net loss in FY 2019). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.