View ValuationSword Group 将来の成長Future 基準チェック /46Sword Group利益と収益がそれぞれ年間17.8%と10.1%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に27.1% 17.7%なると予測されています。主要情報17.8%収益成長率17.69%EPS成長率IT 収益成長13.2%収益成長率10.1%将来の株主資本利益率27.05%アナリストカバレッジLow最終更新日24 Apr 2026今後の成長に関する最新情報お知らせ • Oct 28Sword Group Provides Earnings Guidance for the Full Year of 2023Sword Group provided earnings guidance for the full year of 2023. For the year, the company expects revenue, Excluding AAA, will be higher than the annual target of €280 million, closer to €282 million. On this basis, organic growth for the year will exceed 18% and therefore significantly above budget.お知らせ • Jul 23Sword Group S.E. Provides Revenue Guidance for the Full Year 2023Sword Group S.E. provides revenue guidance for the full year 2023. Without AAA, the company expects revenue to be €280 million.すべての更新を表示Recent updatesDeclared Dividend • Apr 20Dividend of €2.00 announcedDividend of €2.00 is the same as last year. Ex-date: 29th April 2026 Payment date: 4th May 2026 Dividend yield will be 5.8%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is not adequately covered by earnings (99% earnings payout ratio) nor is it covered by cash flows (102% cash payout ratio). The dividend has increased by an average of 5.2% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 10% to bring the payout ratio under control. EPS is expected to grow by 56% over the next 2 years, which is sufficient to bring the dividend into a sustainable range.Reported Earnings • Mar 30Full year 2025 earnings released: EPS: €2.02 (vs €2.31 in FY 2024)Full year 2025 results: EPS: €2.02 (down from €2.31 in FY 2024). Revenue: €357.7m (up 11% from FY 2024). Net income: €19.0m (down 13% from FY 2024). Profit margin: 5.3% (down from 6.8% in FY 2024). Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.お知らせ • Mar 14Sword Group S.E., Annual General Meeting, Apr 28, 2026Sword Group S.E., Annual General Meeting, Apr 28, 2026.お知らせ • Mar 12Sword Group Proposes DividendSword Group proposed dividend of EUR 2 per share to the Annual General Meeting.お知らせ • Jan 23Sword Group S.E. to Report Q1, 2026 Results on Apr 23, 2026Sword Group S.E. announced that they will report Q1, 2026 results on Apr 23, 2026お知らせ • Dec 24Mci Benelux acquired Tipik S.A. from Sword Group S.E. (ENXTPA:SWP).Mci Benelux acquired Tipik S.A. from Sword Group S.E. (ENXTPA:SWP) on December 22, 2025. Mci Benelux completed the acquisition of Tipik S.A. from Sword Group S.E. (ENXTPA:SWP) on December 22, 2025.お知らせ • Oct 24Sword Group S.E. (ENXTPA:SWP) acquired Full On Net Sl.Sword Group S.E. (ENXTPA:SWP) acquired Full On Net Sl on October 23, 2025. Full On Net will operate under the Sword brand, and its teams will continue to serve their clients with the same commitment to excellence, now backed by the resources and global reach of Sword Group. David Martinez, current Director of Full On Net, to Sword Group, will become the Managing Director of Full On Net Sword Group S.E. (ENXTPA:SWP) completed the acquisition of Full On Net Sl on October 23, 2025Reported Earnings • Sep 05First half 2025 earnings released: EPS: €0.94 (vs €1.08 in 1H 2024)First half 2025 results: EPS: €0.94 (down from €1.08 in 1H 2024). Revenue: €175.8m (up 12% from 1H 2024). Net income: €8.83m (down 13% from 1H 2024). Profit margin: 5.0% (down from 6.5% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance.Declared Dividend • Apr 14Dividend increased to €2.00Dividend of €2.00 is 18% higher than last year. Ex-date: 29th April 2025 Payment date: 2nd May 2025 Dividend yield will be 6.4%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is covered by earnings (86% earnings payout ratio) but not adequately covered by cash flows (99% cash payout ratio). The dividend has increased by an average of 5.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 31% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 07Sword Group S.E. acquired Idelta Limited.Sword Group S.E. agreed to acquire Idelta Limited on April 1, 2025. Sword Group S.E. completed acquisition of Idelta Limited on April 1, 2025.Reported Earnings • Mar 30Full year 2024 earnings released: EPS: €2.31 (vs €2.40 in FY 2023)Full year 2024 results: EPS: €2.31 (down from €2.40 in FY 2023). Revenue: €323.0m (up 12% from FY 2023). Net income: €21.8m (down 4.4% from FY 2023). Profit margin: 6.8% (down from 7.9% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 7.6% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.お知らせ • Mar 29Sword Group S.E. Proposes Dividend, Payable on May 2, 2025Sword Group S.E. proposed dividend of €2.0 gross per share. Ex-date is April 30, 2025. The dividend will be payable on May 2, 2025. Pending approval at the AGM on April 28, 2025.Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €36.15, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 25x in the IT industry in the United Kingdom. Total returns to shareholders of 15% over the past three years.お知らせ • Sep 02Sword Group S.E. (ENXTPA:SWP) acquired incor ag.Sword Group S.E. (ENXTPA:SWP) acquired incor ag effective July 1, 2024. INCOR’s current turnover trend is CHF6 million, with an EBITDA margin of 8%, which should increase from 2025.Reported Earnings • Aug 29First half 2024 earnings released: EPS: €1.08 (vs €1.35 in 1H 2023)First half 2024 results: EPS: €1.08 (down from €1.35 in 1H 2023). Revenue: €156.9m (up 7.4% from 1H 2023). Net income: €10.2m (down 21% from 1H 2023). Profit margin: 6.5% (down from 8.8% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Board Change • May 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 5 highly experienced directors. Independent Director Antonietta Michelino was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Apr 26Upcoming dividend of €1.70 per shareEligible shareholders must have bought the stock before 30 April 2024. Payment date: 03 May 2024. Payout ratio is a comfortable 71% and the cash payout ratio is 85%. Trailing yield: 4.7%. Lower than top quartile of British dividend payers (5.9%). Higher than average of industry peers (2.7%).Upcoming Dividend • Apr 23Upcoming dividend of €1.70 per shareEligible shareholders must have bought the stock before 30 April 2024. Payment date: 03 May 2024. Payout ratio is a comfortable 71% and the cash payout ratio is 85%. Trailing yield: 4.8%. Lower than top quartile of British dividend payers (6.0%). Higher than average of industry peers (2.8%).Declared Dividend • Apr 03Dividend of €1.70 announcedDividend of €1.70 is the same as last year. Ex-date: 30th April 2024 Payment date: 3rd May 2024 Dividend yield will be 4.6%, which is higher than the industry average of 2.4%. Sustainability & Growth The dividend has increased by an average of 5.4% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 10% to bring the payout ratio under control. EPS is expected to grow by 5.2% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Reported Earnings • Mar 10Full year 2023 earnings releasedFull year 2023 results: Revenue: €288.1m (up 5.8% from FY 2022). Net income: €25.2m (down 77% from FY 2022). Profit margin: 8.7% (down from 40% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the IT industry in the United Kingdom.お知らせ • Mar 08Sword Group S.E. Proposes DividendSword Group S.E. proposed dividend of €1.7 per share to the Annual General Meeting.お知らせ • Mar 07Sword Group S.E., Annual General Meeting, Apr 29, 2024Sword Group S.E., Annual General Meeting, Apr 29, 2024. Agenda: To approve 2023 accounts; and to approve dividend.Buying Opportunity • Nov 07Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be €45.21, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 27%. Revenue is forecast to grow by 20% in 2 years. Earnings is forecast to grow by 63% in the next 2 years.Valuation Update With 7 Day Price Move • Nov 02Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €35.35, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 23x in the IT industry in the United Kingdom. Total returns to shareholders of 63% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €46.79 per share.お知らせ • Oct 28Sword Group Provides Earnings Guidance for the Full Year of 2023Sword Group provided earnings guidance for the full year of 2023. For the year, the company expects revenue, Excluding AAA, will be higher than the annual target of €280 million, closer to €282 million. On this basis, organic growth for the year will exceed 18% and therefore significantly above budget.New Risk • Sep 03New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 5.7% Last year net profit margin: 46% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 99% Cash payout ratio: 97% Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.7% net profit margin).お知らせ • Jul 23Sword Group S.E. Provides Revenue Guidance for the Full Year 2023Sword Group S.E. provides revenue guidance for the full year 2023. Without AAA, the company expects revenue to be €280 million.Upcoming Dividend • Apr 25Upcoming dividend of €1.70 per share at 3.9% yieldEligible shareholders must have bought the stock before 02 May 2023. Payment date: 04 May 2023. Payout ratio is a comfortable 15% but the company is paying out more than the cash it is generating. Trailing yield: 3.9%. Lower than top quartile of British dividend payers (5.8%). Higher than average of industry peers (2.3%).Reported Earnings • Mar 30Full year 2022 earnings released: EPS: €11.51 (vs €1.85 in FY 2021)Full year 2022 results: EPS: €11.51 (up from €1.85 in FY 2021). Revenue: €272.3m (up 27% from FY 2021). Net income: €109.8m (up €92.1m from FY 2021). Profit margin: 40% (up from 8.2% in FY 2021). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director M. Ory was the last independent director to join the board, commencing their role in 2011. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Sep 03First half 2022 earnings released: EPS: €11.15 (vs €1.00 in 1H 2021)First half 2022 results: EPS: €11.15 (up from €1.00 in 1H 2021). Revenue: €132.0m (up 33% from 1H 2021). Net income: €106.3m (up €96.8m from 1H 2021). Profit margin: 81% (up from 9.6% in 1H 2021). Over the next year, revenue is forecast to grow 10%, compared to a 17% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Aug 23Now 21% undervaluedOver the last 90 days, the stock is up 2.3%. The fair value is estimated to be €51.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.6% over the last 3 years. Earnings per share has declined by 28%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings is forecast to decline by 17% per annum over the same time period.Buying Opportunity • Jul 29Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 4.5%. The fair value is estimated to be €50.82, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.6% over the last 3 years. Earnings per share has declined by 28%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings is forecast to decline by 17% per annum over the same time period.Valuation Update With 7 Day Price Move • May 02Investor sentiment deteriorated over the past weekAfter last week's 25% share price decline to €39.55, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 27x in the IT industry in the United Kingdom. Total returns to shareholders of 98% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €53.72 per share.Buying Opportunity • Apr 30Now 32% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €60.62, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.6% over the last 3 years. Earnings per share has declined by 28%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings is also forecast to grow by 11% per annum over the same time period.Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. No experienced directors. 6 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Patrice Crochet was the last independent director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Upcoming Dividend • Apr 22Upcoming dividend of €10.00 per shareEligible shareholders must have bought the stock before 29 April 2022. Payment date: 03 May 2022. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 20%. Within top quartile of British dividend payers (4.6%). Higher than average of industry peers (2.3%).Reported Earnings • Apr 03Full year 2021 earnings released: EPS: €1.85 (vs €5.59 in FY 2020)Full year 2021 results: EPS: €1.85 (down from €5.59 in FY 2020). Revenue: €214.6m (up 1.0% from FY 2020). Net income: €17.7m (down 67% from FY 2020). Profit margin: 8.2% (down from 25% in FY 2020). Over the next year, revenue is forecast to grow 19%, compared to a 16% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Mar 14Investor sentiment improved over the past weekAfter last week's 18% share price gain to €45.25, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 24x in the IT industry in the United Kingdom. Total returns to shareholders of 78% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €79.16 per share.Upcoming Dividend • Apr 30Upcoming dividend of €4.80 per shareEligible shareholders must have bought the stock before 07 May 2021. Payment date: 11 May 2021. Trailing yield: 12%. Within top quartile of British dividend payers (4.1%). Higher than average of industry peers (1.8%).Reported Earnings • Mar 28Full year 2020 earnings released: EPS €5.59 (vs €1.39 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: €212.5m (flat on FY 2019). Net income: €53.3m (up 302% from FY 2019). Profit margin: 25% (up from 6.2% in FY 2019). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Mar 12New 90-day high: €37.35The company is up 22% from its price of €30.70 on 11 December 2020. The British market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €19.07 per share.Valuation Update With 7 Day Price Move • Dec 03Market bids up stock over the past weekAfter last week's 15% share price gain to €36.20, the stock is trading at a trailing P/E ratio of 24.7x, up from the previous P/E ratio of 21.4x. This compares to an average P/E of 39x in the IT industry in the United Kingdom. Total returns to shareholders over the past three years are 41%.Valuation Update With 7 Day Price Move • Nov 30Market bids up stock over the past weekAfter last week's 15% share price gain to €36.20, the stock is trading at a trailing P/E ratio of 24.5x, up from the previous P/E ratio of 21.3x. This compares to an average P/E of 37x in the IT industry in the United Kingdom. Total returns to shareholders over the past three years are 41%.Valuation Update With 7 Day Price Move • Nov 27Market bids up stock over the past weekAfter last week's 15% share price gain to €36.20, the stock is trading at a trailing P/E ratio of 24.6x, up from the previous P/E ratio of 21.3x. This compares to an average P/E of 37x in the IT industry in the United Kingdom. Total returns to shareholders over the past three years are 41%.業績と収益の成長予測LSE:0MN5 - 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12/31/2028482332934212/31/2027438312735312/31/2026386262732212/31/2025358191923N/A9/30/2025350201418N/A6/30/202534220913N/A3/31/2025332211418N/A12/31/2024323221923N/A9/30/2024311211822N/A6/30/2024299201821N/A3/31/2024294211822N/A12/31/2023288231922N/A9/30/2023287201821N/A6/30/2023286161719N/A3/31/2023279631317N/A12/31/2022272110915N/A9/30/2022260112514N/A6/30/2022248114112N/A3/31/202223166415N/A12/31/202121518717N/A9/30/2021207381119N/A6/30/2021199591521N/A3/31/2021206562227N/A12/31/2020213532933N/A9/30/2020217332733N/A6/30/2020221122634N/A3/31/2020217132028N/A12/31/2019213131422N/A9/30/201920348N/A17N/A6/30/201919283N/A12N/A3/31/201918282N/A13N/A12/31/201817182N/A14N/A6/30/20181412N/A14N/A3/31/20181433N/A15N/A12/31/20171444N/A16N/A9/30/201717011N/A18N/A6/30/201716711N/A19N/A3/31/201716311N/A21N/A12/31/201616010N/A22N/A9/30/20161559N/A23N/A6/30/20161508N/A25N/A3/31/20161449N/A22N/A12/31/201513810N/A19N/A9/30/201513212N/A20N/A6/30/201512714N/A20N/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: 0MN5の予測収益成長率 (年間17.8% ) は 貯蓄率 ( 3.4% ) を上回っています。収益対市場: 0MN5の収益 ( 17.8% ) はUK市場 ( 12.1% ) よりも速いペースで成長すると予測されています。高成長収益: 0MN5の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 0MN5の収益 ( 10.1% ) 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: 0MN5の収益 ( 10.1% ) 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: 0MN5の 自己資本利益率 は、3年後には高くなると予測されています ( 27.1 %)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2026/05/06 12:32終値2026/05/06 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Sword Group S.E. 3 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。12 アナリスト機関Clement VignardGilbert DupontGuillaume CuvillierGilbert DupontEmmanuel ParotGilbert Dupont9 その他のアナリストを表示
お知らせ • Oct 28Sword Group Provides Earnings Guidance for the Full Year of 2023Sword Group provided earnings guidance for the full year of 2023. For the year, the company expects revenue, Excluding AAA, will be higher than the annual target of €280 million, closer to €282 million. On this basis, organic growth for the year will exceed 18% and therefore significantly above budget.
お知らせ • Jul 23Sword Group S.E. Provides Revenue Guidance for the Full Year 2023Sword Group S.E. provides revenue guidance for the full year 2023. Without AAA, the company expects revenue to be €280 million.
Declared Dividend • Apr 20Dividend of €2.00 announcedDividend of €2.00 is the same as last year. Ex-date: 29th April 2026 Payment date: 4th May 2026 Dividend yield will be 5.8%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is not adequately covered by earnings (99% earnings payout ratio) nor is it covered by cash flows (102% cash payout ratio). The dividend has increased by an average of 5.2% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 10% to bring the payout ratio under control. EPS is expected to grow by 56% over the next 2 years, which is sufficient to bring the dividend into a sustainable range.
Reported Earnings • Mar 30Full year 2025 earnings released: EPS: €2.02 (vs €2.31 in FY 2024)Full year 2025 results: EPS: €2.02 (down from €2.31 in FY 2024). Revenue: €357.7m (up 11% from FY 2024). Net income: €19.0m (down 13% from FY 2024). Profit margin: 5.3% (down from 6.8% in FY 2024). Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 14Sword Group S.E., Annual General Meeting, Apr 28, 2026Sword Group S.E., Annual General Meeting, Apr 28, 2026.
お知らせ • Mar 12Sword Group Proposes DividendSword Group proposed dividend of EUR 2 per share to the Annual General Meeting.
お知らせ • Jan 23Sword Group S.E. to Report Q1, 2026 Results on Apr 23, 2026Sword Group S.E. announced that they will report Q1, 2026 results on Apr 23, 2026
お知らせ • Dec 24Mci Benelux acquired Tipik S.A. from Sword Group S.E. (ENXTPA:SWP).Mci Benelux acquired Tipik S.A. from Sword Group S.E. (ENXTPA:SWP) on December 22, 2025. Mci Benelux completed the acquisition of Tipik S.A. from Sword Group S.E. (ENXTPA:SWP) on December 22, 2025.
お知らせ • Oct 24Sword Group S.E. (ENXTPA:SWP) acquired Full On Net Sl.Sword Group S.E. (ENXTPA:SWP) acquired Full On Net Sl on October 23, 2025. Full On Net will operate under the Sword brand, and its teams will continue to serve their clients with the same commitment to excellence, now backed by the resources and global reach of Sword Group. David Martinez, current Director of Full On Net, to Sword Group, will become the Managing Director of Full On Net Sword Group S.E. (ENXTPA:SWP) completed the acquisition of Full On Net Sl on October 23, 2025
Reported Earnings • Sep 05First half 2025 earnings released: EPS: €0.94 (vs €1.08 in 1H 2024)First half 2025 results: EPS: €0.94 (down from €1.08 in 1H 2024). Revenue: €175.8m (up 12% from 1H 2024). Net income: €8.83m (down 13% from 1H 2024). Profit margin: 5.0% (down from 6.5% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance.
Declared Dividend • Apr 14Dividend increased to €2.00Dividend of €2.00 is 18% higher than last year. Ex-date: 29th April 2025 Payment date: 2nd May 2025 Dividend yield will be 6.4%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is covered by earnings (86% earnings payout ratio) but not adequately covered by cash flows (99% cash payout ratio). The dividend has increased by an average of 5.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 31% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 07Sword Group S.E. acquired Idelta Limited.Sword Group S.E. agreed to acquire Idelta Limited on April 1, 2025. Sword Group S.E. completed acquisition of Idelta Limited on April 1, 2025.
Reported Earnings • Mar 30Full year 2024 earnings released: EPS: €2.31 (vs €2.40 in FY 2023)Full year 2024 results: EPS: €2.31 (down from €2.40 in FY 2023). Revenue: €323.0m (up 12% from FY 2023). Net income: €21.8m (down 4.4% from FY 2023). Profit margin: 6.8% (down from 7.9% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 7.6% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 29Sword Group S.E. Proposes Dividend, Payable on May 2, 2025Sword Group S.E. proposed dividend of €2.0 gross per share. Ex-date is April 30, 2025. The dividend will be payable on May 2, 2025. Pending approval at the AGM on April 28, 2025.
Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €36.15, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 25x in the IT industry in the United Kingdom. Total returns to shareholders of 15% over the past three years.
お知らせ • Sep 02Sword Group S.E. (ENXTPA:SWP) acquired incor ag.Sword Group S.E. (ENXTPA:SWP) acquired incor ag effective July 1, 2024. INCOR’s current turnover trend is CHF6 million, with an EBITDA margin of 8%, which should increase from 2025.
Reported Earnings • Aug 29First half 2024 earnings released: EPS: €1.08 (vs €1.35 in 1H 2023)First half 2024 results: EPS: €1.08 (down from €1.35 in 1H 2023). Revenue: €156.9m (up 7.4% from 1H 2023). Net income: €10.2m (down 21% from 1H 2023). Profit margin: 6.5% (down from 8.8% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Board Change • May 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 5 highly experienced directors. Independent Director Antonietta Michelino was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Apr 26Upcoming dividend of €1.70 per shareEligible shareholders must have bought the stock before 30 April 2024. Payment date: 03 May 2024. Payout ratio is a comfortable 71% and the cash payout ratio is 85%. Trailing yield: 4.7%. Lower than top quartile of British dividend payers (5.9%). Higher than average of industry peers (2.7%).
Upcoming Dividend • Apr 23Upcoming dividend of €1.70 per shareEligible shareholders must have bought the stock before 30 April 2024. Payment date: 03 May 2024. Payout ratio is a comfortable 71% and the cash payout ratio is 85%. Trailing yield: 4.8%. Lower than top quartile of British dividend payers (6.0%). Higher than average of industry peers (2.8%).
Declared Dividend • Apr 03Dividend of €1.70 announcedDividend of €1.70 is the same as last year. Ex-date: 30th April 2024 Payment date: 3rd May 2024 Dividend yield will be 4.6%, which is higher than the industry average of 2.4%. Sustainability & Growth The dividend has increased by an average of 5.4% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 10% to bring the payout ratio under control. EPS is expected to grow by 5.2% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Reported Earnings • Mar 10Full year 2023 earnings releasedFull year 2023 results: Revenue: €288.1m (up 5.8% from FY 2022). Net income: €25.2m (down 77% from FY 2022). Profit margin: 8.7% (down from 40% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the IT industry in the United Kingdom.
お知らせ • Mar 08Sword Group S.E. Proposes DividendSword Group S.E. proposed dividend of €1.7 per share to the Annual General Meeting.
お知らせ • Mar 07Sword Group S.E., Annual General Meeting, Apr 29, 2024Sword Group S.E., Annual General Meeting, Apr 29, 2024. Agenda: To approve 2023 accounts; and to approve dividend.
Buying Opportunity • Nov 07Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be €45.21, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 27%. Revenue is forecast to grow by 20% in 2 years. Earnings is forecast to grow by 63% in the next 2 years.
Valuation Update With 7 Day Price Move • Nov 02Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €35.35, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 23x in the IT industry in the United Kingdom. Total returns to shareholders of 63% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €46.79 per share.
お知らせ • Oct 28Sword Group Provides Earnings Guidance for the Full Year of 2023Sword Group provided earnings guidance for the full year of 2023. For the year, the company expects revenue, Excluding AAA, will be higher than the annual target of €280 million, closer to €282 million. On this basis, organic growth for the year will exceed 18% and therefore significantly above budget.
New Risk • Sep 03New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 5.7% Last year net profit margin: 46% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 99% Cash payout ratio: 97% Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.7% net profit margin).
お知らせ • Jul 23Sword Group S.E. Provides Revenue Guidance for the Full Year 2023Sword Group S.E. provides revenue guidance for the full year 2023. Without AAA, the company expects revenue to be €280 million.
Upcoming Dividend • Apr 25Upcoming dividend of €1.70 per share at 3.9% yieldEligible shareholders must have bought the stock before 02 May 2023. Payment date: 04 May 2023. Payout ratio is a comfortable 15% but the company is paying out more than the cash it is generating. Trailing yield: 3.9%. Lower than top quartile of British dividend payers (5.8%). Higher than average of industry peers (2.3%).
Reported Earnings • Mar 30Full year 2022 earnings released: EPS: €11.51 (vs €1.85 in FY 2021)Full year 2022 results: EPS: €11.51 (up from €1.85 in FY 2021). Revenue: €272.3m (up 27% from FY 2021). Net income: €109.8m (up €92.1m from FY 2021). Profit margin: 40% (up from 8.2% in FY 2021). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director M. Ory was the last independent director to join the board, commencing their role in 2011. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Sep 03First half 2022 earnings released: EPS: €11.15 (vs €1.00 in 1H 2021)First half 2022 results: EPS: €11.15 (up from €1.00 in 1H 2021). Revenue: €132.0m (up 33% from 1H 2021). Net income: €106.3m (up €96.8m from 1H 2021). Profit margin: 81% (up from 9.6% in 1H 2021). Over the next year, revenue is forecast to grow 10%, compared to a 17% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Aug 23Now 21% undervaluedOver the last 90 days, the stock is up 2.3%. The fair value is estimated to be €51.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.6% over the last 3 years. Earnings per share has declined by 28%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings is forecast to decline by 17% per annum over the same time period.
Buying Opportunity • Jul 29Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 4.5%. The fair value is estimated to be €50.82, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.6% over the last 3 years. Earnings per share has declined by 28%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings is forecast to decline by 17% per annum over the same time period.
Valuation Update With 7 Day Price Move • May 02Investor sentiment deteriorated over the past weekAfter last week's 25% share price decline to €39.55, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 27x in the IT industry in the United Kingdom. Total returns to shareholders of 98% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €53.72 per share.
Buying Opportunity • Apr 30Now 32% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €60.62, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.6% over the last 3 years. Earnings per share has declined by 28%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings is also forecast to grow by 11% per annum over the same time period.
Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. No experienced directors. 6 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Patrice Crochet was the last independent director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Upcoming Dividend • Apr 22Upcoming dividend of €10.00 per shareEligible shareholders must have bought the stock before 29 April 2022. Payment date: 03 May 2022. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 20%. Within top quartile of British dividend payers (4.6%). Higher than average of industry peers (2.3%).
Reported Earnings • Apr 03Full year 2021 earnings released: EPS: €1.85 (vs €5.59 in FY 2020)Full year 2021 results: EPS: €1.85 (down from €5.59 in FY 2020). Revenue: €214.6m (up 1.0% from FY 2020). Net income: €17.7m (down 67% from FY 2020). Profit margin: 8.2% (down from 25% in FY 2020). Over the next year, revenue is forecast to grow 19%, compared to a 16% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Mar 14Investor sentiment improved over the past weekAfter last week's 18% share price gain to €45.25, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 24x in the IT industry in the United Kingdom. Total returns to shareholders of 78% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €79.16 per share.
Upcoming Dividend • Apr 30Upcoming dividend of €4.80 per shareEligible shareholders must have bought the stock before 07 May 2021. Payment date: 11 May 2021. Trailing yield: 12%. Within top quartile of British dividend payers (4.1%). Higher than average of industry peers (1.8%).
Reported Earnings • Mar 28Full year 2020 earnings released: EPS €5.59 (vs €1.39 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: €212.5m (flat on FY 2019). Net income: €53.3m (up 302% from FY 2019). Profit margin: 25% (up from 6.2% in FY 2019). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Mar 12New 90-day high: €37.35The company is up 22% from its price of €30.70 on 11 December 2020. The British market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €19.07 per share.
Valuation Update With 7 Day Price Move • Dec 03Market bids up stock over the past weekAfter last week's 15% share price gain to €36.20, the stock is trading at a trailing P/E ratio of 24.7x, up from the previous P/E ratio of 21.4x. This compares to an average P/E of 39x in the IT industry in the United Kingdom. Total returns to shareholders over the past three years are 41%.
Valuation Update With 7 Day Price Move • Nov 30Market bids up stock over the past weekAfter last week's 15% share price gain to €36.20, the stock is trading at a trailing P/E ratio of 24.5x, up from the previous P/E ratio of 21.3x. This compares to an average P/E of 37x in the IT industry in the United Kingdom. Total returns to shareholders over the past three years are 41%.
Valuation Update With 7 Day Price Move • Nov 27Market bids up stock over the past weekAfter last week's 15% share price gain to €36.20, the stock is trading at a trailing P/E ratio of 24.6x, up from the previous P/E ratio of 21.3x. This compares to an average P/E of 37x in the IT industry in the United Kingdom. Total returns to shareholders over the past three years are 41%.