adesso（0N5I）株式概要adesso SEは、その子会社とともに、ドイツ、オーストリア、スイス、そして国際的にITサービスを提供しています。 詳細0N5I ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長4/6過去の実績2/6財務の健全性5/6配当金0/6報酬株価収益率（ 14 x） UK市場（ 16.1 x）を下回っています。収益は年間20.07%増加すると予測されています 今年は黒字化を達成 同業他社や業界と比較して、良好な取引価格 リスク分析多額の負債を抱えている すべてのリスクチェックを見る0N5I Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€59.3013.4% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-2m2b2016201920222025202620282031Revenue €2.2bEarnings €39.8mAdvancedSet Fair ValueView all narrativesadesso SE 競合他社Kainos GroupSymbol: LSE:KNOSMarket cap: UK£1.0bFDM Group (Holdings)Symbol: LSE:FDMMarket cap: UK£123.5mMade Tech GroupSymbol: AIM:MTECMarket cap: UK£57.6mTriad GroupSymbol: LSE:TRDMarket cap: UK£49.7m価格と性能株価の高値、安値、推移の概要adesso過去の株価現在の株価€59.3052週高値€103.6052週安値€53.00ベータ1.081ヶ月の変化-4.05%3ヶ月変化-4.66%1年変化-33.37%3年間の変化-50.78%5年間の変化-55.68%IPOからの変化159.07%最新ニュースNew Risk • May 12New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 72% 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. This is currently the only risk that has been identified for the company.お知らせ • Apr 27adesso SE, Annual General Meeting, Jun 03, 2026adesso SE, Annual General Meeting, Jun 03, 2026, at 10:00 W. Europe Standard Time.Reported Earnings • Apr 01Full year 2025 earnings released: EPS: €2.78 (vs €1.25 in FY 2024)Full year 2025 results: EPS: €2.78 (up from €1.25 in FY 2024). Revenue: €1.50b (up 15% from FY 2024). Net income: €18.1m (up 123% from FY 2024). Profit margin: 1.2% (up from 0.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.7% p.a. on average during the next 3 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 12% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.Declared Dividend • Mar 04Dividend increased to €0.78Dividend of €0.78 is 4.0% higher than last year. Ex-date: 4th June 2026 Payment date: 8th June 2026 Dividend yield will be 1.3%, which is lower than the industry average of 2.4%. Payout Ratios Payout ratio: 36%. Cash payout ratio: 10%.お知らせ • Mar 03adesso SE announces Annual dividend, payable on June 08, 2026adesso SE announced Annual dividend of EUR 0.7800 per share payable on June 08, 2026, ex-date on June 04, 2026 and record date on June 05, 2026.Buy Or Sell Opportunity • Feb 26Now 33% overvaluedOver the last 90 days, the stock has fallen 33% to €64.05. The fair value is estimated to be €47.99, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has declined by 46%. For the next 3 years, revenue is forecast to grow by 9.5% per annum. Earnings are also forecast to grow by 26% per annum over the same time period.最新情報をもっと見るRecent updatesNew Risk • May 12New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 72% 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. This is currently the only risk that has been identified for the company.お知らせ • Apr 27adesso SE, Annual General Meeting, Jun 03, 2026adesso SE, Annual General Meeting, Jun 03, 2026, at 10:00 W. Europe Standard Time.Reported Earnings • Apr 01Full year 2025 earnings released: EPS: €2.78 (vs €1.25 in FY 2024)Full year 2025 results: EPS: €2.78 (up from €1.25 in FY 2024). Revenue: €1.50b (up 15% from FY 2024). Net income: €18.1m (up 123% from FY 2024). Profit margin: 1.2% (up from 0.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.7% p.a. on average during the next 3 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 12% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.Declared Dividend • Mar 04Dividend increased to €0.78Dividend of €0.78 is 4.0% higher than last year. Ex-date: 4th June 2026 Payment date: 8th June 2026 Dividend yield will be 1.3%, which is lower than the industry average of 2.4%. Payout Ratios Payout ratio: 36%. Cash payout ratio: 10%.お知らせ • Mar 03adesso SE announces Annual dividend, payable on June 08, 2026adesso SE announced Annual dividend of EUR 0.7800 per share payable on June 08, 2026, ex-date on June 04, 2026 and record date on June 05, 2026.Buy Or Sell Opportunity • Feb 26Now 33% overvaluedOver the last 90 days, the stock has fallen 33% to €64.05. The fair value is estimated to be €47.99, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has declined by 46%. For the next 3 years, revenue is forecast to grow by 9.5% per annum. Earnings are also forecast to grow by 26% per annum over the same time period.お知らせ • Nov 20+ 3 more updatesadesso SE to Report Fiscal Year 2025 Results on Mar 31, 2026adesso SE announced that they will report fiscal year 2025 results on Mar 31, 2026Reported Earnings • Nov 13Third quarter 2025 earnings released: EPS: €1.77 (vs €1.67 in 3Q 2024)Third quarter 2025 results: EPS: €1.77 (up from €1.67 in 3Q 2024). Revenue: €386.4m (up 17% from 3Q 2024). Net income: €12.0m (up 10.0% from 3Q 2024). Profit margin: 3.1% (down from 3.3% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 15Second quarter 2025 earnings released: €0.34 loss per share (vs €1.02 loss in 2Q 2024)Second quarter 2025 results: €0.34 loss per share (improved from €1.02 loss in 2Q 2024). Revenue: €361.1m (up 15% from 2Q 2024). Net loss: €2.18m (loss narrowed 67% from 2Q 2024). Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 7.6% 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 50 percentage points per year, which is a significant difference in performance.Upcoming Dividend • May 28Upcoming dividend of €0.75 per shareEligible shareholders must have bought the stock before 04 June 2025. Payment date: 06 June 2025. Payout ratio is a comfortable 62% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (3.1%).New Risk • May 13New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.5x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. This is currently the only risk that has been identified for the company.Reported Earnings • May 13First quarter 2025 earnings released: €0.53 loss per share (vs €0.49 loss in 1Q 2024)First quarter 2025 results: €0.53 loss per share (further deteriorated from €0.49 loss in 1Q 2024). Revenue: €358.7m (up 13% from 1Q 2024). Net loss: €3.48m (loss widened 8.8% from 1Q 2024). Revenue is forecast to grow 9.4% 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, the company's share price growth rate has exceeded its earnings growth rate by 62 percentage points per year, which is a significant difference in performance.お知らせ • Apr 24adesso SE, Annual General Meeting, Jun 03, 2025adesso SE, Annual General Meeting, Jun 03, 2025, at 10:00 W. Europe Standard Time.Reported Earnings • Mar 27Full year 2024 earnings released: EPS: €1.25 (vs €0.49 in FY 2023)Full year 2024 results: EPS: €1.25 (up from €0.49 in FY 2023). Revenue: €1.32b (up 16% from FY 2023). Net income: €8.12m (up 153% from FY 2023). Profit margin: 0.6% (up from 0.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 7.6% 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 68 percentage points per year, which is a significant difference in performance.Declared Dividend • Feb 24Dividend increased to €0.75Dividend of €0.75 is 7.1% higher than last year. Ex-date: 4th June 2025 Payment date: 6th June 2025 Dividend yield will be 0.8%, which is lower than the industry average of 2.4%. Payout Ratios Payout ratio: 100%. Cash payout ratio: 4%.お知らせ • Feb 22+ 1 more updateadesso SE Provides Earnings Guidance for the Year 2025adesso SE provided earnings guidance for the year 2025. For the year, the company expects sales between EUR 1.35 billion and 1.45 billion.Buy Or Sell Opportunity • Jan 16Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to €89.40. The fair value is estimated to be €73.03, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has declined by 87%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 34% per annum over the same time period.お知らせ • Nov 25+ 3 more updatesadesso SE to Report Q3, 2025 Results on Nov 12, 2025adesso SE announced that they will report Q3, 2025 results on Nov 12, 2025Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: €1.67 (vs €0.85 in 3Q 2023)Third quarter 2024 results: EPS: €1.67 (up from €0.85 in 3Q 2023). Revenue: €343.6m (up 19% from 3Q 2023). Net income: €10.9m (up 96% from 3Q 2023). Profit margin: 3.2% (up from 1.9% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% 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 59 percentage points per year, which is a significant difference in performance.Reported Earnings • Aug 15Second quarter 2024 earnings released: €1.02 loss per share (vs €1.18 loss in 2Q 2023)Second quarter 2024 results: €1.02 loss per share (improved from €1.18 loss in 2Q 2023). Revenue: €323.4m (up 19% from 2Q 2023). Net loss: €6.66m (loss narrowed 13% from 2Q 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 7.1% 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 56 percentage points per year, which is a significant difference in performance.Buy Or Sell Opportunity • Aug 06Now 28% undervalued after recent price dropOver the last 90 days, the stock has fallen 29% to €78.60. The fair value is estimated to be €109, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Meanwhile, the company became loss making.Upcoming Dividend • May 29Upcoming dividend of €0.70 per shareEligible shareholders must have bought the stock before 05 June 2024. Payment date: 07 June 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 0.7%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (2.3%).New Risk • May 23New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.8x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. This is currently the only risk that has been identified for the company.New Risk • May 13New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.8x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. This is currently the only risk that has been identified for the company.Reported Earnings • Mar 26Full year 2023 earnings released: EPS: €0.49 (vs €4.40 in FY 2022)Full year 2023 results: EPS: €0.49 (down from €4.40 in FY 2022). Revenue: €1.15b (up 28% from FY 2022). Net income: €3.21m (down 89% from FY 2022). Profit margin: 0.3% (down from 3.2% in FY 2022). 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 6.7% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Declared Dividend • Mar 04Dividend increased to €0.70Dividend of €0.70 is 7.7% higher than last year. Ex-date: 5th June 2024 Payment date: 7th June 2024 Dividend yield will be 0.6%, which is lower than the industry average of 2.4%.お知らせ • Nov 19adesso SE to Report Fiscal Year 2023 Results on Mar 25, 2024adesso SE announced that they will report fiscal year 2023 results on Mar 25, 2024お知らせ • Nov 18+ 1 more updateadesso SE to Report Q1, 2024 Results on May 15, 2024adesso SE announced that they will report Q1, 2024 results on May 15, 2024Reported Earnings • Nov 15Third quarter 2023 earnings released: EPS: €0.85 (vs €2.01 in 3Q 2022)Third quarter 2023 results: EPS: €0.85 (down from €2.01 in 3Q 2022). Revenue: €296.3m (up 23% from 3Q 2022). Net income: €5.57m (down 58% from 3Q 2022). Profit margin: 1.9% (down from 5.4% in 3Q 2022). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.お知らせ • Oct 06+ 1 more updateadesso SE Announces CEO ChangesThe Supervisory Board of adesso SE has appointed Mark Lohweber (54) as the successor to CEO Michael Kenfenheuer (65), who will be leaving the company at the end of 2023. Lohweber has been a member of the Executive Board of adesso SE since July 2023 and has successively taken over Kenfenheuer's areas of responsibility. In the Executive Board, he is responsible for the Banking and Insurance sectors as well as the Corporate Account Management. In addition, he is responsible for major subsidiaries such as adesso insurance solutions GmbH, Afida GmbH, adesso banking solutions GmbH and WEPEX GmbH. adesso SE and Lohweber know each other well thanks to various management positions he has held within adesso from 2007 to 2021. Before being appointed as a Member of the Executive Board of adesso SE in July, the skilled banker and law graduate was CEO of CoCoNet AG. As a member of the Executive Board since 2000, Kenfenheuer has successfully shaped the development of adesso into a leading IT group. From 2011 to 2015, he was Co-Chairman of the Executive Board and subsequently took over as CEO.New Risk • Aug 16New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 42% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.2% net profit margin).Reported Earnings • Aug 16Second quarter 2023 earnings released: €1.18 loss per share (vs €0.29 loss in 2Q 2022)Second quarter 2023 results: €1.18 loss per share (further deteriorated from €0.29 loss in 2Q 2022). Revenue: €276.5m (up 36% from 2Q 2022). Net loss: €7.69m (loss widened 307% from 2Q 2022). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.Buying Opportunity • Jul 06Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 20%. The fair value is estimated to be €144, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 4.2%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings is also forecast to grow by 27% per annum over the same time period.お知らせ • Jun 20adesso SE Announces Board ChangesThe Supervisory Board of adesso SE has appointed Mark Lohweber (54) as an additional member to the IT service provider's Executive Board as of 1 July 2023. Lohweber will take over responsibility for the core industries insurance and banking from long-time CEO Michael Kenfenheuer (65), who will step down from the adesso Executive Board after completing his Executive Board contract, which was extended to cover the period from 2022 to the end of 2023. The 54-year-old worked for adesso from 2007 to 2021, holding various management positions and helping drive the company's strong growth. His main areas of expertise are financial services, digitalisation and sales. He is familiar with the challenges facing growth-oriented companies and the tasks ahead of the banking and insurance industries, for which he will be responsible. Lohweber has spent the past two years as CEO of CoCoNet AG, a leading European fintech, where he was in charge of the firm's strategic realignment. In his new role as a member of the adesso SE Executive Board, Lohweber will also oversee key product companies in the adesso Group, including the product subsidiary adesso insurance solutions GmbH and adesso banking solutions GmbH, as well as corporate account management at adesso SE.Upcoming Dividend • May 26Upcoming dividend of €0.65 per share at 0.5% yieldEligible shareholders must have bought the stock before 02 June 2023. Payment date: 06 June 2023. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (2.4%).Reported Earnings • May 20First quarter 2023 earnings released: EPS: €0.28 (vs €1.92 in 1Q 2022)First quarter 2023 results: EPS: €0.28 (down from €1.92 in 1Q 2022). Revenue: €280.0m (up 33% from 1Q 2022). Net income: €1.79m (down 86% from 1Q 2022). Profit margin: 0.6% (down from 5.9% in 1Q 2022). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 17adesso SE (XTRA:ADN1) signed an agreement to acquire 51% stake in Wepex GmbH.adesso SE (XTRA:ADN1) signed an agreement to acquire 51% stake in Wepex GmbH on February 16, 2023. WEPEX GmbH’s current managing partners, Arno Radermacher, Frank Thole and Oliver Schlicht, will continue in their roles and work with adesso. The 30 securities experts at WEPEX will now join the banking segment of the adesso Group. Wepex GmbH generated revenue of 5 million in 2022. The transaction is expected to close in the first quarter of 2023.お知らせ • Jan 20adesso SE (XTRA:ADN1) acquired WebScience Srl.adesso SE (XTRA:ADN1) acquired WebScience Srl on January 19, 2023. WebScience recorded sales of €10 million past year. The management of WebScience, comprising the company founders Stefano Mainetti, Francesco Micotti and Massimo Ficagna, will take over the management of adesso Italia in the future. Andrea Buzzi, previously Country Manager at adesso Italia and Lugano Site Manager in Switzerland, will become a member of the Management Board of adesso Italia as a representative of the parent company. In this function, Buzzi will oversee the integration of WebScience respectively the still young adesso Italia into the Europe-wide adesso Group. WebScience’s presence in Milan at Viale Edoardo Jenner 51 will be made into the new headquarter for adesso Italia.adesso SE (XTRA:ADN1) completed the acquisition of WebScience Srl on January 19, 2023. Antonio Scarabosio and Andrea Bianchini of Clairfield International acted as financial advisor to adesso SE in the transaction.お知らせ • Nov 18+ 4 more updatesadesso SE to Report Q1, 2023 Results on May 15, 2023adesso SE announced that they will report Q1, 2023 results on May 15, 2023Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: €2.01 (vs €1.86 in 3Q 2021)Third quarter 2022 results: EPS: €2.01 (up from €1.86 in 3Q 2021). Revenue: €259.9m (up 50% from 3Q 2021). Net income: €13.1m (up 14% from 3Q 2021). Profit margin: 5.1% (down from 6.6% in 3Q 2021). Revenue is forecast to grow 12% p.a. on average during the next 3 years, 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 26% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 16Second quarter 2022 earnings released: €0.29 loss per share (vs €1.12 profit in 2Q 2021)Second quarter 2022 results: €0.29 loss per share (down from €1.12 profit in 2Q 2021). Revenue: €202.6m (up 27% from 2Q 2021). Net loss: €1.89m (down 127% from profit in 2Q 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 36% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jun 15Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €156, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 26x in the IT industry in the United Kingdom. Total returns to shareholders of 213% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €199 per share.Buying Opportunity • Jun 14Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 25%. The fair value is estimated to be €196, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 45%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings is also forecast to grow by 17% per annum over the same time period.Upcoming Dividend • May 25Upcoming dividend of €0.60 per shareEligible shareholders must have bought the stock before 01 June 2022. Payment date: 03 June 2022. Payout ratio is a comfortable 10% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of British dividend payers (4.8%). Lower than average of industry peers (2.5%).Reported Earnings • May 16First quarter 2022 earnings released: EPS: €1.92 (vs €3.78 in 1Q 2021)First quarter 2022 results: EPS: €1.92 (down from €3.78 in 1Q 2021). Revenue: €217.1m (up 19% from 1Q 2021). Net income: €12.5m (down 47% from 1Q 2021). Profit margin: 5.7% (down from 13% in 1Q 2021). Over the next year, revenue is forecast to grow 14%, compared to a 15% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has increased by 53% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Mar 30Full year 2021 earnings released: EPS: €7.65 (vs €3.39 in FY 2020)Full year 2021 results: EPS: €7.65 (up from €3.39 in FY 2020). Revenue: €707.4m (up 35% from FY 2020). Net income: €47.9m (up 128% from FY 2020). Profit margin: 6.8% (up from 4.0% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 9.9%, compared to a 17% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has increased by 56% per year, which means it is tracking significantly ahead of earnings growth.Buying Opportunity • Mar 08Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 2.6%. The fair value is estimated to be €232, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% per annum over the last 3 years. Earnings per share has grown by 46% per annum over the last 3 years.Buying Opportunity • Feb 08Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 10%. The fair value is estimated to be €232, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% per annum over the last 3 years. Earnings per share has grown by 46% per annum over the last 3 years.Buying Opportunity • Jan 24Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 5.5%. 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 18% per annum over the last 3 years. Earnings per share has grown by 46% per annum over the last 3 years.Reported Earnings • Nov 16Third quarter 2021 earnings released: EPS €1.86 (vs €1.25 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €197.6m (up 43% from 3Q 2020). Net income: €11.5m (up 49% from 3Q 2020). Profit margin: 5.8% (up from 5.6% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has increased by 55% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Nov 01Investor sentiment improved over the past weekAfter last week's 18% share price gain to €208, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 35x in the IT industry in the United Kingdom. Total returns to shareholders of 261% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €184 per share.Reported Earnings • Sep 01First half 2021 earnings released: EPS €4.90 (vs €0.89 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €322.4m (up 31% from 1H 2020). Net income: €30.3m (up 451% from 1H 2020). Profit margin: 9.4% (up from 2.2% in 1H 2020). Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • May 21Upcoming dividend of €0.52 per shareEligible shareholders must have bought the stock before 28 May 2021. Payment date: 01 June 2021. Trailing yield: 0.4%. Lower than top quartile of British dividend payers (4.1%). Lower than average of industry peers (1.9%).Is New 90 Day High Low • Jan 27New 90-day high: €116The company is up 82% from its price of €63.40 on 28 October 2020. The British market is up 18% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €123 per share.Is New 90 Day High Low • Jan 06New 90-day high: €102The company is up 40% from its price of €72.67 on 08 October 2020. The British market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €122 per share.Is New 90 Day High Low • Dec 04New 90-day high: €98.60The company is up 41% from its price of €69.80 on 04 September 2020. The British market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €95.13 per share.Valuation Update With 7 Day Price Move • Nov 20Market bids up stock over the past weekAfter last week's 17% share price gain to €87.60, the stock is trading at a trailing P/E ratio of 28.9x, up from the previous P/E ratio of 24.7x. This compares to an average P/E of 31x in the IT industry in the United Kingdom. Total returns to shareholders over the past three years are 68%.Is New 90 Day High Low • Nov 07New 90-day high: €76.40The company is up 26% from its price of €60.77 on 07 August 2020. The British market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €86.48 per share.Valuation Update With 7 Day Price Move • Nov 05Market bids up stock over the past weekAfter last week's 16% share price gain to €75.20, the stock is trading at a trailing P/E ratio of 24.8x, up from the previous P/E ratio of 21.4x. This compares to an average P/E of 30x in the IT industry in the United Kingdom. Total returns to shareholders over the past three years are 51%.株主還元0N5IGB ITGB 市場7D3.5%7.9%2.5%1Y-33.4%16.1%19.4%株主還元を見る業界別リターン: 0N5I過去 1 年間で16.1 % の収益を上げたUK IT業界を下回りました。リターン対市場: 0N5Iは、過去 1 年間で19.4 % のリターンを上げたUK市場を下回りました。価格変動Is 0N5I's price volatile compared to industry and market?0N5I volatility0N5I Average Weekly Movement7.4%IT Industry Average Movement6.8%Market Average Movement5.7%10% most volatile stocks in GB Market11.9%10% least volatile stocks in GB Market3.1%安定した株価: 0N5I 、 UK市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 0N5Iの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト199711,497Mark Lohweberwww.adesso.deadesso SEは、その子会社とともに、ドイツ、オーストリア、スイス、および国際的にITサービスを提供している。ITサービスとITソリューションの2つのセグメントで事業を展開している。業界に特化したITコンサルティングとソフトウェア開発サービスを提供し、ソフトウェア製品と業界に特化した、または業界に中立的なソリューションを販売している。同社は、アプリケーション管理、データおよびアナリティクス、デジタルおよびカスタマー・エクスペリエンス、インタラクション・ルーム、IT管理および組織コンサルティング、スマートショア、セキュリティ、その他のサービスを提供している。同社は、自動車、銀行／金融サービス、公益事業、ヘルスケア、小売、ライフサイエンス、宝くじ、製造、メディア／エンターテインメント、食品、展示会、スポーツ、公共機関、公共交通機関、保険業界にサービスを提供している。 アデッソSEは1997年に設立され、本社はドイツのドルトムントにある。もっと見るadesso SE 基礎のまとめadesso の収益と売上を時価総額と比較するとどうか。0N5I 基礎統計学時価総額€380.58m収益（TTM）€27.22m売上高(TTM)€1.54b14.0xPER（株価収益率0.2xP/Sレシオ0N5I は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計0N5I 損益計算書（TTM）収益€1.54b売上原価€1.26b売上総利益€280.13mその他の費用€252.90m収益€27.22m直近の収益報告Mar 31, 2026次回決算日Aug 14, 2026一株当たり利益（EPS）4.25グロス・マージン18.22%純利益率1.77%有利子負債／自己資本比率99.7%0N5I の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.3%現在の配当利回り18%配当性向0N5I 配当は確実ですか？0N5I 配当履歴とベンチマークを見る0N5I 、いつまでに購入すれば配当金を受け取れますか？adesso 配当日配当落ち日Jun 04 2026配当支払日Jun 08 2026配当落ちまでの日数11 days配当支払日までの日数15 days0N5I 配当は確実ですか？0N5I 配当履歴とベンチマークを見るView Valuation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2026/05/22 14:06終値2026/05/22 00:00収益2026/03/31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adesso SE 6 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。11 アナリスト機関Daniel GroßjohannBankM AGWolfgang SpechtBerenbergFinn KemperHauck Aufhäuser Investment Banking8 その他のアナリストを表示
New Risk • May 12New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 72% 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. This is currently the only risk that has been identified for the company.
お知らせ • Apr 27adesso SE, Annual General Meeting, Jun 03, 2026adesso SE, Annual General Meeting, Jun 03, 2026, at 10:00 W. Europe Standard Time.
Reported Earnings • Apr 01Full year 2025 earnings released: EPS: €2.78 (vs €1.25 in FY 2024)Full year 2025 results: EPS: €2.78 (up from €1.25 in FY 2024). Revenue: €1.50b (up 15% from FY 2024). Net income: €18.1m (up 123% from FY 2024). Profit margin: 1.2% (up from 0.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.7% p.a. on average during the next 3 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 12% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.
Declared Dividend • Mar 04Dividend increased to €0.78Dividend of €0.78 is 4.0% higher than last year. Ex-date: 4th June 2026 Payment date: 8th June 2026 Dividend yield will be 1.3%, which is lower than the industry average of 2.4%. Payout Ratios Payout ratio: 36%. Cash payout ratio: 10%.
お知らせ • Mar 03adesso SE announces Annual dividend, payable on June 08, 2026adesso SE announced Annual dividend of EUR 0.7800 per share payable on June 08, 2026, ex-date on June 04, 2026 and record date on June 05, 2026.
Buy Or Sell Opportunity • Feb 26Now 33% overvaluedOver the last 90 days, the stock has fallen 33% to €64.05. The fair value is estimated to be €47.99, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has declined by 46%. For the next 3 years, revenue is forecast to grow by 9.5% per annum. Earnings are also forecast to grow by 26% per annum over the same time period.
New Risk • May 12New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 72% 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. This is currently the only risk that has been identified for the company.
お知らせ • Apr 27adesso SE, Annual General Meeting, Jun 03, 2026adesso SE, Annual General Meeting, Jun 03, 2026, at 10:00 W. Europe Standard Time.
Reported Earnings • Apr 01Full year 2025 earnings released: EPS: €2.78 (vs €1.25 in FY 2024)Full year 2025 results: EPS: €2.78 (up from €1.25 in FY 2024). Revenue: €1.50b (up 15% from FY 2024). Net income: €18.1m (up 123% from FY 2024). Profit margin: 1.2% (up from 0.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.7% p.a. on average during the next 3 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 12% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.
Declared Dividend • Mar 04Dividend increased to €0.78Dividend of €0.78 is 4.0% higher than last year. Ex-date: 4th June 2026 Payment date: 8th June 2026 Dividend yield will be 1.3%, which is lower than the industry average of 2.4%. Payout Ratios Payout ratio: 36%. Cash payout ratio: 10%.
お知らせ • Mar 03adesso SE announces Annual dividend, payable on June 08, 2026adesso SE announced Annual dividend of EUR 0.7800 per share payable on June 08, 2026, ex-date on June 04, 2026 and record date on June 05, 2026.
Buy Or Sell Opportunity • Feb 26Now 33% overvaluedOver the last 90 days, the stock has fallen 33% to €64.05. The fair value is estimated to be €47.99, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has declined by 46%. For the next 3 years, revenue is forecast to grow by 9.5% per annum. Earnings are also forecast to grow by 26% per annum over the same time period.
お知らせ • Nov 20+ 3 more updatesadesso SE to Report Fiscal Year 2025 Results on Mar 31, 2026adesso SE announced that they will report fiscal year 2025 results on Mar 31, 2026
Reported Earnings • Nov 13Third quarter 2025 earnings released: EPS: €1.77 (vs €1.67 in 3Q 2024)Third quarter 2025 results: EPS: €1.77 (up from €1.67 in 3Q 2024). Revenue: €386.4m (up 17% from 3Q 2024). Net income: €12.0m (up 10.0% from 3Q 2024). Profit margin: 3.1% (down from 3.3% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 15Second quarter 2025 earnings released: €0.34 loss per share (vs €1.02 loss in 2Q 2024)Second quarter 2025 results: €0.34 loss per share (improved from €1.02 loss in 2Q 2024). Revenue: €361.1m (up 15% from 2Q 2024). Net loss: €2.18m (loss narrowed 67% from 2Q 2024). Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 7.6% 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 50 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • May 28Upcoming dividend of €0.75 per shareEligible shareholders must have bought the stock before 04 June 2025. Payment date: 06 June 2025. Payout ratio is a comfortable 62% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (3.1%).
New Risk • May 13New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.5x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. This is currently the only risk that has been identified for the company.
Reported Earnings • May 13First quarter 2025 earnings released: €0.53 loss per share (vs €0.49 loss in 1Q 2024)First quarter 2025 results: €0.53 loss per share (further deteriorated from €0.49 loss in 1Q 2024). Revenue: €358.7m (up 13% from 1Q 2024). Net loss: €3.48m (loss widened 8.8% from 1Q 2024). Revenue is forecast to grow 9.4% 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, the company's share price growth rate has exceeded its earnings growth rate by 62 percentage points per year, which is a significant difference in performance.
お知らせ • Apr 24adesso SE, Annual General Meeting, Jun 03, 2025adesso SE, Annual General Meeting, Jun 03, 2025, at 10:00 W. Europe Standard Time.
Reported Earnings • Mar 27Full year 2024 earnings released: EPS: €1.25 (vs €0.49 in FY 2023)Full year 2024 results: EPS: €1.25 (up from €0.49 in FY 2023). Revenue: €1.32b (up 16% from FY 2023). Net income: €8.12m (up 153% from FY 2023). Profit margin: 0.6% (up from 0.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 7.6% 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 68 percentage points per year, which is a significant difference in performance.
Declared Dividend • Feb 24Dividend increased to €0.75Dividend of €0.75 is 7.1% higher than last year. Ex-date: 4th June 2025 Payment date: 6th June 2025 Dividend yield will be 0.8%, which is lower than the industry average of 2.4%. Payout Ratios Payout ratio: 100%. Cash payout ratio: 4%.
お知らせ • Feb 22+ 1 more updateadesso SE Provides Earnings Guidance for the Year 2025adesso SE provided earnings guidance for the year 2025. For the year, the company expects sales between EUR 1.35 billion and 1.45 billion.
Buy Or Sell Opportunity • Jan 16Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to €89.40. The fair value is estimated to be €73.03, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has declined by 87%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 34% per annum over the same time period.
お知らせ • Nov 25+ 3 more updatesadesso SE to Report Q3, 2025 Results on Nov 12, 2025adesso SE announced that they will report Q3, 2025 results on Nov 12, 2025
Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: €1.67 (vs €0.85 in 3Q 2023)Third quarter 2024 results: EPS: €1.67 (up from €0.85 in 3Q 2023). Revenue: €343.6m (up 19% from 3Q 2023). Net income: €10.9m (up 96% from 3Q 2023). Profit margin: 3.2% (up from 1.9% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% 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 59 percentage points per year, which is a significant difference in performance.
Reported Earnings • Aug 15Second quarter 2024 earnings released: €1.02 loss per share (vs €1.18 loss in 2Q 2023)Second quarter 2024 results: €1.02 loss per share (improved from €1.18 loss in 2Q 2023). Revenue: €323.4m (up 19% from 2Q 2023). Net loss: €6.66m (loss narrowed 13% from 2Q 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 7.1% 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 56 percentage points per year, which is a significant difference in performance.
Buy Or Sell Opportunity • Aug 06Now 28% undervalued after recent price dropOver the last 90 days, the stock has fallen 29% to €78.60. The fair value is estimated to be €109, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Meanwhile, the company became loss making.
Upcoming Dividend • May 29Upcoming dividend of €0.70 per shareEligible shareholders must have bought the stock before 05 June 2024. Payment date: 07 June 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 0.7%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (2.3%).
New Risk • May 23New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.8x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. This is currently the only risk that has been identified for the company.
New Risk • May 13New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.8x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. This is currently the only risk that has been identified for the company.
Reported Earnings • Mar 26Full year 2023 earnings released: EPS: €0.49 (vs €4.40 in FY 2022)Full year 2023 results: EPS: €0.49 (down from €4.40 in FY 2022). Revenue: €1.15b (up 28% from FY 2022). Net income: €3.21m (down 89% from FY 2022). Profit margin: 0.3% (down from 3.2% in FY 2022). 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 6.7% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Declared Dividend • Mar 04Dividend increased to €0.70Dividend of €0.70 is 7.7% higher than last year. Ex-date: 5th June 2024 Payment date: 7th June 2024 Dividend yield will be 0.6%, which is lower than the industry average of 2.4%.
お知らせ • Nov 19adesso SE to Report Fiscal Year 2023 Results on Mar 25, 2024adesso SE announced that they will report fiscal year 2023 results on Mar 25, 2024
お知らせ • Nov 18+ 1 more updateadesso SE to Report Q1, 2024 Results on May 15, 2024adesso SE announced that they will report Q1, 2024 results on May 15, 2024
Reported Earnings • Nov 15Third quarter 2023 earnings released: EPS: €0.85 (vs €2.01 in 3Q 2022)Third quarter 2023 results: EPS: €0.85 (down from €2.01 in 3Q 2022). Revenue: €296.3m (up 23% from 3Q 2022). Net income: €5.57m (down 58% from 3Q 2022). Profit margin: 1.9% (down from 5.4% in 3Q 2022). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
お知らせ • Oct 06+ 1 more updateadesso SE Announces CEO ChangesThe Supervisory Board of adesso SE has appointed Mark Lohweber (54) as the successor to CEO Michael Kenfenheuer (65), who will be leaving the company at the end of 2023. Lohweber has been a member of the Executive Board of adesso SE since July 2023 and has successively taken over Kenfenheuer's areas of responsibility. In the Executive Board, he is responsible for the Banking and Insurance sectors as well as the Corporate Account Management. In addition, he is responsible for major subsidiaries such as adesso insurance solutions GmbH, Afida GmbH, adesso banking solutions GmbH and WEPEX GmbH. adesso SE and Lohweber know each other well thanks to various management positions he has held within adesso from 2007 to 2021. Before being appointed as a Member of the Executive Board of adesso SE in July, the skilled banker and law graduate was CEO of CoCoNet AG. As a member of the Executive Board since 2000, Kenfenheuer has successfully shaped the development of adesso into a leading IT group. From 2011 to 2015, he was Co-Chairman of the Executive Board and subsequently took over as CEO.
New Risk • Aug 16New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 42% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.2% net profit margin).
Reported Earnings • Aug 16Second quarter 2023 earnings released: €1.18 loss per share (vs €0.29 loss in 2Q 2022)Second quarter 2023 results: €1.18 loss per share (further deteriorated from €0.29 loss in 2Q 2022). Revenue: €276.5m (up 36% from 2Q 2022). Net loss: €7.69m (loss widened 307% from 2Q 2022). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
Buying Opportunity • Jul 06Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 20%. The fair value is estimated to be €144, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 4.2%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings is also forecast to grow by 27% per annum over the same time period.
お知らせ • Jun 20adesso SE Announces Board ChangesThe Supervisory Board of adesso SE has appointed Mark Lohweber (54) as an additional member to the IT service provider's Executive Board as of 1 July 2023. Lohweber will take over responsibility for the core industries insurance and banking from long-time CEO Michael Kenfenheuer (65), who will step down from the adesso Executive Board after completing his Executive Board contract, which was extended to cover the period from 2022 to the end of 2023. The 54-year-old worked for adesso from 2007 to 2021, holding various management positions and helping drive the company's strong growth. His main areas of expertise are financial services, digitalisation and sales. He is familiar with the challenges facing growth-oriented companies and the tasks ahead of the banking and insurance industries, for which he will be responsible. Lohweber has spent the past two years as CEO of CoCoNet AG, a leading European fintech, where he was in charge of the firm's strategic realignment. In his new role as a member of the adesso SE Executive Board, Lohweber will also oversee key product companies in the adesso Group, including the product subsidiary adesso insurance solutions GmbH and adesso banking solutions GmbH, as well as corporate account management at adesso SE.
Upcoming Dividend • May 26Upcoming dividend of €0.65 per share at 0.5% yieldEligible shareholders must have bought the stock before 02 June 2023. Payment date: 06 June 2023. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (2.4%).
Reported Earnings • May 20First quarter 2023 earnings released: EPS: €0.28 (vs €1.92 in 1Q 2022)First quarter 2023 results: EPS: €0.28 (down from €1.92 in 1Q 2022). Revenue: €280.0m (up 33% from 1Q 2022). Net income: €1.79m (down 86% from 1Q 2022). Profit margin: 0.6% (down from 5.9% in 1Q 2022). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 17adesso SE (XTRA:ADN1) signed an agreement to acquire 51% stake in Wepex GmbH.adesso SE (XTRA:ADN1) signed an agreement to acquire 51% stake in Wepex GmbH on February 16, 2023. WEPEX GmbH’s current managing partners, Arno Radermacher, Frank Thole and Oliver Schlicht, will continue in their roles and work with adesso. The 30 securities experts at WEPEX will now join the banking segment of the adesso Group. Wepex GmbH generated revenue of 5 million in 2022. The transaction is expected to close in the first quarter of 2023.
お知らせ • Jan 20adesso SE (XTRA:ADN1) acquired WebScience Srl.adesso SE (XTRA:ADN1) acquired WebScience Srl on January 19, 2023. WebScience recorded sales of €10 million past year. The management of WebScience, comprising the company founders Stefano Mainetti, Francesco Micotti and Massimo Ficagna, will take over the management of adesso Italia in the future. Andrea Buzzi, previously Country Manager at adesso Italia and Lugano Site Manager in Switzerland, will become a member of the Management Board of adesso Italia as a representative of the parent company. In this function, Buzzi will oversee the integration of WebScience respectively the still young adesso Italia into the Europe-wide adesso Group. WebScience’s presence in Milan at Viale Edoardo Jenner 51 will be made into the new headquarter for adesso Italia.adesso SE (XTRA:ADN1) completed the acquisition of WebScience Srl on January 19, 2023. Antonio Scarabosio and Andrea Bianchini of Clairfield International acted as financial advisor to adesso SE in the transaction.
お知らせ • Nov 18+ 4 more updatesadesso SE to Report Q1, 2023 Results on May 15, 2023adesso SE announced that they will report Q1, 2023 results on May 15, 2023
Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: €2.01 (vs €1.86 in 3Q 2021)Third quarter 2022 results: EPS: €2.01 (up from €1.86 in 3Q 2021). Revenue: €259.9m (up 50% from 3Q 2021). Net income: €13.1m (up 14% from 3Q 2021). Profit margin: 5.1% (down from 6.6% in 3Q 2021). Revenue is forecast to grow 12% p.a. on average during the next 3 years, 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 26% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 16Second quarter 2022 earnings released: €0.29 loss per share (vs €1.12 profit in 2Q 2021)Second quarter 2022 results: €0.29 loss per share (down from €1.12 profit in 2Q 2021). Revenue: €202.6m (up 27% from 2Q 2021). Net loss: €1.89m (down 127% from profit in 2Q 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 36% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jun 15Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €156, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 26x in the IT industry in the United Kingdom. Total returns to shareholders of 213% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €199 per share.
Buying Opportunity • Jun 14Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 25%. The fair value is estimated to be €196, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 45%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings is also forecast to grow by 17% per annum over the same time period.
Upcoming Dividend • May 25Upcoming dividend of €0.60 per shareEligible shareholders must have bought the stock before 01 June 2022. Payment date: 03 June 2022. Payout ratio is a comfortable 10% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of British dividend payers (4.8%). Lower than average of industry peers (2.5%).
Reported Earnings • May 16First quarter 2022 earnings released: EPS: €1.92 (vs €3.78 in 1Q 2021)First quarter 2022 results: EPS: €1.92 (down from €3.78 in 1Q 2021). Revenue: €217.1m (up 19% from 1Q 2021). Net income: €12.5m (down 47% from 1Q 2021). Profit margin: 5.7% (down from 13% in 1Q 2021). Over the next year, revenue is forecast to grow 14%, compared to a 15% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has increased by 53% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Mar 30Full year 2021 earnings released: EPS: €7.65 (vs €3.39 in FY 2020)Full year 2021 results: EPS: €7.65 (up from €3.39 in FY 2020). Revenue: €707.4m (up 35% from FY 2020). Net income: €47.9m (up 128% from FY 2020). Profit margin: 6.8% (up from 4.0% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 9.9%, compared to a 17% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has increased by 56% per year, which means it is tracking significantly ahead of earnings growth.
Buying Opportunity • Mar 08Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 2.6%. The fair value is estimated to be €232, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% per annum over the last 3 years. Earnings per share has grown by 46% per annum over the last 3 years.
Buying Opportunity • Feb 08Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 10%. The fair value is estimated to be €232, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% per annum over the last 3 years. Earnings per share has grown by 46% per annum over the last 3 years.
Buying Opportunity • Jan 24Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 5.5%. 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 18% per annum over the last 3 years. Earnings per share has grown by 46% per annum over the last 3 years.
Reported Earnings • Nov 16Third quarter 2021 earnings released: EPS €1.86 (vs €1.25 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €197.6m (up 43% from 3Q 2020). Net income: €11.5m (up 49% from 3Q 2020). Profit margin: 5.8% (up from 5.6% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has increased by 55% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Nov 01Investor sentiment improved over the past weekAfter last week's 18% share price gain to €208, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 35x in the IT industry in the United Kingdom. Total returns to shareholders of 261% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €184 per share.
Reported Earnings • Sep 01First half 2021 earnings released: EPS €4.90 (vs €0.89 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €322.4m (up 31% from 1H 2020). Net income: €30.3m (up 451% from 1H 2020). Profit margin: 9.4% (up from 2.2% in 1H 2020). Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • May 21Upcoming dividend of €0.52 per shareEligible shareholders must have bought the stock before 28 May 2021. Payment date: 01 June 2021. Trailing yield: 0.4%. Lower than top quartile of British dividend payers (4.1%). Lower than average of industry peers (1.9%).
Is New 90 Day High Low • Jan 27New 90-day high: €116The company is up 82% from its price of €63.40 on 28 October 2020. The British market is up 18% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €123 per share.
Is New 90 Day High Low • Jan 06New 90-day high: €102The company is up 40% from its price of €72.67 on 08 October 2020. The British market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €122 per share.
Is New 90 Day High Low • Dec 04New 90-day high: €98.60The company is up 41% from its price of €69.80 on 04 September 2020. The British market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €95.13 per share.
Valuation Update With 7 Day Price Move • Nov 20Market bids up stock over the past weekAfter last week's 17% share price gain to €87.60, the stock is trading at a trailing P/E ratio of 28.9x, up from the previous P/E ratio of 24.7x. This compares to an average P/E of 31x in the IT industry in the United Kingdom. Total returns to shareholders over the past three years are 68%.
Is New 90 Day High Low • Nov 07New 90-day high: €76.40The company is up 26% from its price of €60.77 on 07 August 2020. The British market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €86.48 per share.
Valuation Update With 7 Day Price Move • Nov 05Market bids up stock over the past weekAfter last week's 16% share price gain to €75.20, the stock is trading at a trailing P/E ratio of 24.8x, up from the previous P/E ratio of 21.4x. This compares to an average P/E of 30x in the IT industry in the United Kingdom. Total returns to shareholders over the past three years are 51%.
