View ValuationSopra Steria Group 将来の成長Future 基準チェック /16Sopra Steria Group利益と収益がそれぞれ年間7.7%と3.3%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15.3% 7.8%なると予測されています。主要情報7.7%収益成長率7.85%EPS成長率IT 収益成長16.5%収益成長率3.3%将来の株主資本利益率15.35%アナリストカバレッジGood最終更新日29 Jun 2026今後の成長に関する最新情報お知らせ • Jul 25Sopra Steria Group Sa Confirms Financial Targets for 2025Sopra Steria Group SA confirmed financial targets for 2025. The company announced that the full-year financial targets for 2025 are all confirmed: Organic revenue growth of between -2.5% and +0.5%. Operating margin on business activity of between 9.3% and 9.8%.お知らせ • Apr 27Sopra Steria Group SA Reaffirms Earnings Guidance for the Year 2024Sopra Steria Group SA reaffirmed earnings guidance for the year 2024. The company expects organic revenue growth of between 2% and 4%.お知らせ • Oct 28Sopra Steria Group Provides Earnings Guidance for the Full Year 2023Sopra Steria Group provided earnings guidance for the full year 2023. For the year, the expects organic revenue growth of at least 6.0%.すべての更新を表示Recent updatesUpcoming Dividend • May 26Upcoming dividend of €5.30 per shareEligible shareholders must have bought the stock before 02 June 2026. Payment date: 04 June 2026. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of British dividend payers (5.6%). Higher than average of industry peers (2.5%).Valuation Update With 7 Day Price Move • May 02Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €133, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 8x in the IT industry in the United Kingdom. Total loss to shareholders of 24% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €194 per share.Reported Earnings • Mar 03Full year 2025 earnings released: EPS: €15.23 (vs €15.36 in FY 2024)Full year 2025 results: EPS: €15.23 (down from €15.36 in FY 2024). Revenue: €5.65b (down 2.2% from FY 2024). Net income: €296.8m (down 4.0% from FY 2024). Profit margin: 5.3% (down from 5.4% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.9% 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 increased by 7% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.Declared Dividend • Mar 02Dividend increased to €5.30Dividend of €5.30 is 14% higher than last year. Ex-date: 2nd June 2026 Payment date: 4th June 2026 Dividend yield will be 4.1%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 9.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 26Sopra Steria Group SA Proposes Dividend in Respect of Financial Year 2025, Payable as of 04 June 2026At the next General Meeting of Shareholders, to be held on 20 May 2026, Sopra Steria Group SA will propose the payment of a dividend of €5.30 per share in respect of financial year 2025 (vs €4.65 per share in respect of financial year 2024). The ex-dividend date will be 02 June 2026. The dividend will be paid as of 04 June 2026.Valuation Update With 7 Day Price Move • Dec 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €155, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 17x in the IT industry in the United Kingdom. Total returns to shareholders of 18% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €254 per share.お知らせ • Dec 12Sopra Steria Appoints Rajesh Krishnamurthy as Chief Executive Officer, Effective February 2, 2026Sopra Steria at its meeting held on December 11, 2025 appointed Rajesh Krishnamurthy as the Group’s new Chief Executive Officer, effective from February 2, 2026. Rajesh Krishnamurthy is a French national of Indian origin who graduated in electronics engineering and has built a three-decade international career in technology, consulting and large-scale transformation across Europe, Asia and the Americas. He joined Infosys in 1992 when the company had fewer than 200 employees, beginning what would become a 25-year journey through nearly every major client-facing and operational role as the organisation scaled into one of the world’s leading technology firms. Over the years, he worked across all major industry segments, including Banking and Financial Services, Aerospace, Energy, Utilities, Telecoms, Automotive, Pharmaceuticals, Consumer Goods and Retail. In his final role at Infosys, he simultaneously served as President of Europe, Chairman of the Infosys Consulting division and Global Head of the Energy, Utilities and Telecom business, one of the Group’s largest worldwide P&Ls. In this capacity, he led large international teams and drove strong, sustained growth across markets. In 2018, Rajesh Krishnamurthy joined CMA CGM as Executive Director responsible for IT systems, digital initiatives, global service centres and transformation, contributing to the modernisation of one of the world’s largest logistics groups. Since July 2020, he has served as Chief Executive Officer of Expleo, where he has led a comprehensive transformation programme. Under his leadership, the company increased its revenue by more than 50 percent, doubled its operating profitability, strengthened its European footprint and accelerated its shift toward digital engineering and AI-enabled services. Rajesh Krishnamurthy has held top-level strategic and operational leadership positions at world-class companies. He has a proven capacity to lead far-reaching organisational and digital transformation, an in-depth understanding of the technological priorities of large organizations and a solid performance-focused culture. His career is marked by a consistent ability to scale organizations and build high-performing international teams, qualities fully aligned with Sopra Steria’s ambitions for the years ahead.お知らせ • Dec 02Sopra Steria Group SA (ENXTPA:SOP) acquired Neocase Software SAS.Sopra Steria Group SA (ENXTPA:SOP) acquired Neocase Software SAS on December 1, 2025. For the period ending December 31, 2024, Neocase Software SAS reported total revenue of €16 million. Sopra Steria Group SA (ENXTPA:SOP) completed the acquisition of Neocase Software SAS on December 1, 2025.お知らせ • Oct 18Sopra Steria Group SA, Annual General Meeting, May 20, 2026Sopra Steria Group SA, Annual General Meeting, May 20, 2026.お知らせ • Oct 17+ 1 more updateSopra Steria Group SA to Report First Half, 2026 Results on Jul 29, 2026Sopra Steria Group SA announced that they will report first half, 2026 results on Jul 29, 2026お知らせ • Oct 08Sopra Steria Group Sa Announces Resignation of Cyril Malargé as Chief Executive OfficerSopra Steria’s Board of Directors duly noted Cyril Malargé’s decision to pursue a new opportunity and to step down as Chief Executive Officer. The process of appointing a new Chief Executive Officer has been launched in accordance with the procedure updated each year by the Nomination, Governance, Ethics & Corporate Responsibility Committee. The transition will be overseen by a small team organised around the Group’s Chief Operating Officer. (Meeting date: October 8, 2025).お知らせ • Aug 26IDEMIA Public Security and Sopra Steria Launch Successful Go-Live of Shared Biometric Matching System with eu-LISAIDEMIA Public Security and Sopra Steria have successfully completed the go-live of eu-LISA's new shared Biometric Matching System (sBMS). This achievement marks an important milestone in the roll-out of the Interoperability Roadmap by the EU Agency responsible for the management of large-scale IT systems in the Justice and Home Affairs domain. IDEMIA Public Security and SopRA Steria led the design and implementation of the new sBMS, the EU's central biometric matching system that stores and compares biometric data such as fingerprints and facial images. The sBMS, together with the other interoperable large-scale IT systems of eu-LISA, aims to fight irregular immigration and trans-border crime, enhancing the efficiency and security of Schengen Area border and migration management. For example, when third-country nationals come into Europe for the first time, they will be registered and searched against systems defined in the applicable EU legislation; national authorities will then be able to check whether these nationals are the persons they claim to be through biometric operations against sBMS. The system was launched together with eu-LISA's Visa Information System (VIS), a large-scale IT system that supports the implementation of the EU's common visa policy; Visa also facilitates checks at external borders and will be connected with other EU information systems in the future, such as the upcoming European Entry/exit System (EES). The forthcoming EES will include biometric verifications and identifications of travelers based on their facial images and fingerprints. At the end of the implementation of the interoperability architecture, sBMS will be one of the largest biometric systems in the world. With IDEMIA Public Security's best-in-class biometric technology and highly-ranked algorithms across all modalities, combined with Sopra Steria's competencies as a European leader in digital transformation and Homeland Security, the pair was selected by eu-LISA to build the sBMS for border protection of the Schengen Area in 2020. As a market leader in the travel and transport industry, focusing on accurate and efficient technology solutions that deliver the highest level of performance and enhance border control operations and identity verification in high-risk environments, IDEMIA was equipped to contribute to one of the largest scale biometric databases, ensuring accuracy and fast response times. As long-standing partners of European institutions and governments, IDEMIA Public Security andopra Steria have supported the European Union for more than 20 years in the management of mission-critical IT systems to enhance security within the Schengen area. IDEMIA Public Security delivers innovative, secure and trustworthy biometric travel solutions that streamline travel and border operations, optimize processes, enhance decision making, and enable seamless, personalized, digital passenger journeys. Sopra Steria is actively shaping Europe in the domain of Justice and Home Affairs with profound expertise in Central EU.Reported Earnings • Jul 28First half 2025 earnings released: EPS: €7.29 (vs €8.40 in 1H 2024)First half 2025 results: EPS: €7.29 (down from €8.40 in 1H 2024). Revenue: €2.84b (down 3.6% from 1H 2024). Net income: €142.0m (down 16% from 1H 2024). Profit margin: 5.0% (down from 5.7% in 1H 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 6% per year.お知らせ • Jul 25Sopra Steria Group Sa Confirms Financial Targets for 2025Sopra Steria Group SA confirmed financial targets for 2025. The company announced that the full-year financial targets for 2025 are all confirmed: Organic revenue growth of between -2.5% and +0.5%. Operating margin on business activity of between 9.3% and 9.8%.Upcoming Dividend • May 27Upcoming dividend of €4.65 per shareEligible shareholders must have bought the stock before 03 June 2025. Payment date: 05 June 2025. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (3.2%).お知らせ • May 02Sopra Steria Group SA (ENXTPA:SOP) acquired Aurexia S.A.S.Sopra Steria Group SA (ENXTPA:SOP) acquired Aurexia S.A.S on May 1, 2025. Sopra Steria Group SA (ENXTPA:SOP) completed the acquisition of Aurexia S.A.S on May 1, 2025.お知らせ • Apr 24Sopra Steria Enables Banks to Enter the Crypto-Asset Market with A Complete and Tailored-Made OfferSopra Steria announced the launch of Sopra Crypto Solutions, a comprehensive white-label offering designed to accelerate the adoption of crypto-assets by banks. This solution is built on three technological assets with Fireblocks (secure digital asset management), Chainalysis (compliance) and Wyden (order execution and trade management), offering an integrated response to regulatory and operational challenges. Faced with growing consumer demand and the emergence of new financial technologies, banks have to respond to an increasingly pressing need: to offer their customers crypto solutions.Declared Dividend • Mar 02Dividend of €4.65 announcedDividend of €4.65 is the same as last year. Ex-date: 3rd June 2025 Payment date: 5th June 2025 Dividend yield will be 3.1%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 9.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 22% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Mar 01Sopra Steria Group SA, Annual General Meeting, May 21, 2025Sopra Steria Group SA, Annual General Meeting, May 21, 2025.Reported Earnings • Feb 28Full year 2024 earnings released: EPS: €15.36 (vs €9.09 in FY 2023)Full year 2024 results: EPS: €15.36 (up from €9.09 in FY 2023). Revenue: €5.78b (flat on FY 2023). Net income: €309.3m (up 68% from FY 2023). Profit margin: 5.4% (up from 3.2% in FY 2023). Revenue is forecast to grow 2.0% 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, earnings per share has increased by 8% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Feb 27+ 1 more updateSopra Steria Group SA Proposes Dividend for the Year 2024, Payable on 5 June 2025Sopra Steria Group SA announced that at the next General Meeting of Shareholders, to be held on 21 May 2025, Sopra Steria will propose the payment of a dividend of €4.65 per share (vs €4.65 per share in respect of financial year 2023). The ex-dividend date will be 3 June 2025. The dividend will be paid as of 5 June 2025.お知らせ • Nov 02Sopra Steria Group SA to Report First Half, 2025 Results on Jul 25, 2025Sopra Steria Group SA announced that they will report first half, 2025 results on Jul 25, 2025お知らせ • Oct 31Sopra Steria Group SA to Report Fiscal Year 2024 Results on Feb 27, 2025Sopra Steria Group SA announced that they will report fiscal year 2024 results at 8:30 AM, Central European Standard Time on Feb 27, 2025お知らせ • Oct 26Sopra Steria Appoints Dominique Lapère as Chief Operating OfficerSopra Steria announced the creation of a Group Operations Department. Dominique Lapère, previously Executive Industrial Director, has been appointed Chief Operating Officer (COO) reporting to Cyril Malargé, CEO of Sopra Steria. This new department is responsible for ensuring the best execution of operations and improving performance, notably by updating and standardising the Group’s operational model. This new business model will be based on the Group's industry verticals as well as pooled, horizontal technological centres of excellence.Reported Earnings • Jul 26First half 2024 earnings released: EPS: €8.40 (vs €5.57 in 1H 2023)First half 2024 results: EPS: €8.40 (up from €5.57 in 1H 2023). Revenue: €2.95b (up 3.8% from 1H 2023). Net income: €169.3m (up 51% from 1H 2023). Profit margin: 5.7% (up from 4.0% in 1H 2023). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • May 29Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 10% to €213. The fair value is estimated to be €266, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 6.2% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.Upcoming Dividend • May 21Upcoming dividend of €4.65 per shareEligible shareholders must have bought the stock before 28 May 2024. Payment date: 30 May 2024. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (2.5%).お知らせ • Apr 27Sopra Steria Group SA Reaffirms Earnings Guidance for the Year 2024Sopra Steria Group SA reaffirmed earnings guidance for the year 2024. The company expects organic revenue growth of between 2% and 4%.New Risk • Mar 04New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 49% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (49% net debt to equity). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.2% net profit margin).Reported Earnings • Feb 25Full year 2023 earnings released: EPS: €9.09 (vs €12.23 in FY 2022)Full year 2023 results: EPS: €9.09 (down from €12.23 in FY 2022). Revenue: €5.81b (up 14% from FY 2022). Net income: €183.7m (down 26% from FY 2022). Profit margin: 3.2% (down from 4.9% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 19% per year and the company’s share price has also increased by 19% per year.Declared Dividend • Feb 25Dividend increased to €4.65Dividend of €4.65 is 8.1% higher than last year. Ex-date: 28th May 2024 Payment date: 30th May 2024 Dividend yield will be 2.0%, which is lower than the industry average of 2.4%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 9.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 100% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 22+ 1 more updateSopra Steria Group SA Proposes Dividend for 2023, Payable as from 30 May 2024Sopra Steria Group SA announced at the next General Meeting of Shareholders, the company will propose the payment of a dividend of €4.65 per share, vs €4.30 per share in respect of financial year 2022. The ex-dividend date will be 28 May 2024. The dividend will be payable as from 30 May 2024.Buying Opportunity • Nov 06Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be €220, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has grown by 27%. Revenue is forecast to grow by 19% in 2 years. Earnings is forecast to grow by 42% in the next 2 years.お知らせ • Oct 28Sopra Steria Group Provides Earnings Guidance for the Full Year 2023Sopra Steria Group provided earnings guidance for the full year 2023. For the year, the expects organic revenue growth of at least 6.0%.お知らせ • Oct 25Sopra Steria Group SA (ENXTPA:SOP) agreed to acquire the remaining 25% stake in Shared Services Connected Ltd from Cabinet Office for £82.3 million.Sopra Steria Group SA (ENXTPA:SOP) agreed to acquire the remaining 25% stake in Shared Services Connected Ltd from Cabinet Office for £82.3 million on October 24, 2023. The transition from joint venture to wholly owned subsidiary will not affect the management, employees, clients, or services of the business. This operation will be accretive to Sopra Sterias net result and EPS from day one.お知らせ • Sep 22+ 2 more updatesSopra Steria Group SA to Report Fiscal Year 2023 Results on Feb 22, 2024Sopra Steria Group SA announced that they will report fiscal year 2023 results Pre-Market on Feb 22, 2024Buying Opportunity • Sep 10Now 20% undervaluedOver the last 90 days, the stock is up 12%. The fair value is estimated to be €247, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has grown by 27%. Revenue is forecast to grow by 14% in 2 years. Earnings is forecast to grow by 48% in the next 2 years.Buying Opportunity • Aug 11Now 20% undervaluedOver the last 90 days, the stock is up 4.2%. The fair value is estimated to be €249, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has grown by 27%. Revenue is forecast to grow by 14% in 2 years. Earnings is forecast to grow by 48% in the next 2 years.Reported Earnings • Jul 31First half 2023 earnings released: EPS: €5.57 (vs €5.55 in 1H 2022)First half 2023 results: EPS: €5.57 (up from €5.55 in 1H 2022). Revenue: €2.84b (up 12% from 1H 2022). Net income: €112.5m (flat on 1H 2022). Profit margin: 4.0% (down from 4.4% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Buying Opportunity • May 31Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be €213, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.5% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings is also forecast to grow by 13% per annum over the same time period.お知らせ • May 25Sopra Steria Group SA Announces Directors AppointmentsSopra Steria Group SA at its AGM held on 24th May, 2023 announced Appointment of Sonia Criseo as a Director for a term of office of two years, of Pascal Daloz as a Director for a term of office of three years and of Rémy Weber as a Director for a term of office of two years.お知らせ • May 24Sopra Steria Group SA (ENXTPA:SOP) acquired Connectiv-It.Sopra Steria Group SA (ENXTPA:SOP) acquired Connectiv-It on May 23, 2023.Advant Altana acted as legal advisor to Sopra Steria Group SA (ENXTPA:SOP)Sopra Steria Group SA (ENXTPA:SOP) completed the acquisition of Connectiv-It on May 23, 2023.Upcoming Dividend • May 22Upcoming dividend of €4.30 per share at 2.2% yieldEligible shareholders must have bought the stock before 29 May 2023. Payment date: 31 May 2023. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of British dividend payers (5.8%). In line with average of industry peers (2.4%).Valuation Update With 7 Day Price Move • Mar 02Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €191, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 25x in the IT industry in the United Kingdom. Total returns to shareholders of 39% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €295 per share.Reported Earnings • Feb 24Full year 2022 earnings released: EPS: €12.23 (vs €9.27 in FY 2021)Full year 2022 results: EPS: €12.23 (up from €9.27 in FY 2021). Revenue: €5.10b (up 8.9% from FY 2021). Net income: €247.8m (up 32% from FY 2021). Profit margin: 4.9% (up from 4.0% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 16% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 21+ 2 more updatesSopra Steria Group SA to Report First Half, 2023 Results on Jul 27, 2023Sopra Steria Group SA announced that they will report first half, 2023 results on Jul 27, 2023Reported Earnings • Jul 30First half 2022 earnings released: EPS: €5.55 (vs €4.20 in 1H 2021)First half 2022 results: EPS: €5.55 (up from €4.20 in 1H 2021). Revenue: €2.54b (up 9.3% from 1H 2021). Net income: €112.3m (up 32% from 1H 2021). Profit margin: 4.4% (up from 3.7% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 5.1%, compared to a 18% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 12% per year.Upcoming Dividend • May 31Upcoming dividend of €3.20 per shareEligible shareholders must have bought the stock before 07 June 2022. Payment date: 09 June 2022. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of British dividend payers (4.9%). Lower than average of industry peers (2.4%).Reported Earnings • Feb 25Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: €9.27 (up from €5.27 in FY 2020). Revenue: €4.68b (up 9.9% from FY 2020). Net income: €187.7m (up 76% from FY 2020). Profit margin: 4.0% (up from 2.5% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 6.4%, compared to a 18% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 02First half 2021 earnings released: EPS €4.20 (vs €2.16 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €2.33b (up 7.5% from 1H 2020). Net income: €85.1m (up 95% from 1H 2020). Profit margin: 3.7% (up from 2.0% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Upcoming Dividend • May 25Upcoming dividend of €2.00 per shareEligible shareholders must have bought the stock before 01 June 2021. Payment date: 03 June 2021. Trailing yield: 1.3%. Lower than top quartile of British dividend payers (4.1%). Lower than average of industry peers (1.9%).Reported Earnings • Feb 28Full year 2020 earnings released: EPS €5.27 (vs €7.92 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €4.26b (down 3.9% from FY 2019). Net income: €106.8m (down 33% from FY 2019). Profit margin: 2.5% (down from 3.6% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 5% per year.Analyst Estimate Surprise Post Earnings • Feb 28Revenue misses expectationsRevenue missed analyst estimates by 0.7%. Over the next year, revenue is forecast to grow 5.1%, compared to a 10.0% growth forecast for the IT industry in the United Kingdom.Is New 90 Day High Low • Feb 07New 90-day high: €140The company is up 26% from its price of €111 on 06 November 2020. The British market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €183 per share.Is New 90 Day High Low • Jan 20New 90-day high: €138The company is up 7.0% from its price of €129 on 22 October 2020. The British market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €187 per share.Valuation Update With 7 Day Price Move • Oct 27Market pulls back on stock over the past weekAfter last week's 15% share price decline to €117, the stock is trading at a trailing P/E ratio of 16.5x, down from the previous P/E ratio of 19.6x. This compares to an average P/E of 30x in the IT industry in the United Kingdom. Total return to shareholders over the past three years is a loss of 25%.Is New 90 Day High Low • Oct 27New 90-day low: €117The company is down 5.0% from its price of €123 on 29 July 2020. The British market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €160 per share.業績と収益の成長予測LSE:0NJQ - 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12/31/20286,170365371582812/31/20275,979341352555912/31/20265,779305301499912/31/20255,648297491550N/A9/30/20255,660289441505N/A6/30/20255,671282392459N/A3/31/20255,724296487558N/A12/31/20245,777309582656N/A9/30/20245,759304519603N/A6/30/20245,742299456549N/A3/31/20245,605278489586N/A12/31/20235,469258522623N/A9/30/20235,352261493592N/A6/30/20235,234264465561N/A3/31/20235,168256437532N/A12/31/20225,101248409504N/A9/30/20225,000231406489N/A6/30/20224,898215402474N/A3/31/20224,791201405469N/A12/31/20214,683188409463N/A9/30/20214,554168390446N/A6/30/20214,425148372428N/A3/31/20214,344128360415N/A12/31/20204,263107348402N/A9/30/20204,328125393447N/A6/30/20204,394143438492N/A3/31/20204,414152405457N/A12/31/20194,434160373423N/A9/30/20194,361154N/A396N/A6/30/20194,288148N/A369N/A3/31/20194,192136N/A299N/A12/31/20184,095125N/A229N/A9/30/20184,024135N/A234N/A6/30/20183,954145N/A240N/A3/31/20183,892159N/A239N/A12/31/20173,831173N/A238N/A9/30/20173,793167N/A226N/A6/30/20173,754162N/A215N/A3/31/20173,748156N/A220N/A12/31/20163,741150N/A225N/A9/30/20163,718131N/A206N/A6/30/20163,695112N/A187N/A3/31/20163,64098N/A155N/A12/31/20153,58484N/A123N/A9/30/20153,45594N/A72N/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: 0NJQの予測収益成長率 (年間7.7% ) は 貯蓄率 ( 3.4% ) を上回っています。収益対市場: 0NJQの収益 ( 7.7% ) UK市場 ( 11.5% ) よりも低い成長が予測されています。高成長収益: 0NJQ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: 0NJQの収益 ( 3.3% ) UK市場 ( 4.6% ) よりも低い成長が予測されています。高い収益成長: 0NJQの収益 ( 3.3% ) 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: 0NJQの 自己資本利益率 は、3年後には低くなると予測されています ( 15.3 %)。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2026/07/10 01:10終値2026/07/10 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この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Sopra Steria Group SA 9 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。19 アナリスト機関Raimo LenschowBarclaysAndrew GardinerBarclaysWolfgang SpechtBerenberg16 その他のアナリストを表示
お知らせ • Jul 25Sopra Steria Group Sa Confirms Financial Targets for 2025Sopra Steria Group SA confirmed financial targets for 2025. The company announced that the full-year financial targets for 2025 are all confirmed: Organic revenue growth of between -2.5% and +0.5%. Operating margin on business activity of between 9.3% and 9.8%.
お知らせ • Apr 27Sopra Steria Group SA Reaffirms Earnings Guidance for the Year 2024Sopra Steria Group SA reaffirmed earnings guidance for the year 2024. The company expects organic revenue growth of between 2% and 4%.
お知らせ • Oct 28Sopra Steria Group Provides Earnings Guidance for the Full Year 2023Sopra Steria Group provided earnings guidance for the full year 2023. For the year, the expects organic revenue growth of at least 6.0%.
Upcoming Dividend • May 26Upcoming dividend of €5.30 per shareEligible shareholders must have bought the stock before 02 June 2026. Payment date: 04 June 2026. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of British dividend payers (5.6%). Higher than average of industry peers (2.5%).
Valuation Update With 7 Day Price Move • May 02Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €133, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 8x in the IT industry in the United Kingdom. Total loss to shareholders of 24% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €194 per share.
Reported Earnings • Mar 03Full year 2025 earnings released: EPS: €15.23 (vs €15.36 in FY 2024)Full year 2025 results: EPS: €15.23 (down from €15.36 in FY 2024). Revenue: €5.65b (down 2.2% from FY 2024). Net income: €296.8m (down 4.0% from FY 2024). Profit margin: 5.3% (down from 5.4% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.9% 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 increased by 7% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
Declared Dividend • Mar 02Dividend increased to €5.30Dividend of €5.30 is 14% higher than last year. Ex-date: 2nd June 2026 Payment date: 4th June 2026 Dividend yield will be 4.1%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 9.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 26Sopra Steria Group SA Proposes Dividend in Respect of Financial Year 2025, Payable as of 04 June 2026At the next General Meeting of Shareholders, to be held on 20 May 2026, Sopra Steria Group SA will propose the payment of a dividend of €5.30 per share in respect of financial year 2025 (vs €4.65 per share in respect of financial year 2024). The ex-dividend date will be 02 June 2026. The dividend will be paid as of 04 June 2026.
Valuation Update With 7 Day Price Move • Dec 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €155, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 17x in the IT industry in the United Kingdom. Total returns to shareholders of 18% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €254 per share.
お知らせ • Dec 12Sopra Steria Appoints Rajesh Krishnamurthy as Chief Executive Officer, Effective February 2, 2026Sopra Steria at its meeting held on December 11, 2025 appointed Rajesh Krishnamurthy as the Group’s new Chief Executive Officer, effective from February 2, 2026. Rajesh Krishnamurthy is a French national of Indian origin who graduated in electronics engineering and has built a three-decade international career in technology, consulting and large-scale transformation across Europe, Asia and the Americas. He joined Infosys in 1992 when the company had fewer than 200 employees, beginning what would become a 25-year journey through nearly every major client-facing and operational role as the organisation scaled into one of the world’s leading technology firms. Over the years, he worked across all major industry segments, including Banking and Financial Services, Aerospace, Energy, Utilities, Telecoms, Automotive, Pharmaceuticals, Consumer Goods and Retail. In his final role at Infosys, he simultaneously served as President of Europe, Chairman of the Infosys Consulting division and Global Head of the Energy, Utilities and Telecom business, one of the Group’s largest worldwide P&Ls. In this capacity, he led large international teams and drove strong, sustained growth across markets. In 2018, Rajesh Krishnamurthy joined CMA CGM as Executive Director responsible for IT systems, digital initiatives, global service centres and transformation, contributing to the modernisation of one of the world’s largest logistics groups. Since July 2020, he has served as Chief Executive Officer of Expleo, where he has led a comprehensive transformation programme. Under his leadership, the company increased its revenue by more than 50 percent, doubled its operating profitability, strengthened its European footprint and accelerated its shift toward digital engineering and AI-enabled services. Rajesh Krishnamurthy has held top-level strategic and operational leadership positions at world-class companies. He has a proven capacity to lead far-reaching organisational and digital transformation, an in-depth understanding of the technological priorities of large organizations and a solid performance-focused culture. His career is marked by a consistent ability to scale organizations and build high-performing international teams, qualities fully aligned with Sopra Steria’s ambitions for the years ahead.
お知らせ • Dec 02Sopra Steria Group SA (ENXTPA:SOP) acquired Neocase Software SAS.Sopra Steria Group SA (ENXTPA:SOP) acquired Neocase Software SAS on December 1, 2025. For the period ending December 31, 2024, Neocase Software SAS reported total revenue of €16 million. Sopra Steria Group SA (ENXTPA:SOP) completed the acquisition of Neocase Software SAS on December 1, 2025.
お知らせ • Oct 18Sopra Steria Group SA, Annual General Meeting, May 20, 2026Sopra Steria Group SA, Annual General Meeting, May 20, 2026.
お知らせ • Oct 17+ 1 more updateSopra Steria Group SA to Report First Half, 2026 Results on Jul 29, 2026Sopra Steria Group SA announced that they will report first half, 2026 results on Jul 29, 2026
お知らせ • Oct 08Sopra Steria Group Sa Announces Resignation of Cyril Malargé as Chief Executive OfficerSopra Steria’s Board of Directors duly noted Cyril Malargé’s decision to pursue a new opportunity and to step down as Chief Executive Officer. The process of appointing a new Chief Executive Officer has been launched in accordance with the procedure updated each year by the Nomination, Governance, Ethics & Corporate Responsibility Committee. The transition will be overseen by a small team organised around the Group’s Chief Operating Officer. (Meeting date: October 8, 2025).
お知らせ • Aug 26IDEMIA Public Security and Sopra Steria Launch Successful Go-Live of Shared Biometric Matching System with eu-LISAIDEMIA Public Security and Sopra Steria have successfully completed the go-live of eu-LISA's new shared Biometric Matching System (sBMS). This achievement marks an important milestone in the roll-out of the Interoperability Roadmap by the EU Agency responsible for the management of large-scale IT systems in the Justice and Home Affairs domain. IDEMIA Public Security and SopRA Steria led the design and implementation of the new sBMS, the EU's central biometric matching system that stores and compares biometric data such as fingerprints and facial images. The sBMS, together with the other interoperable large-scale IT systems of eu-LISA, aims to fight irregular immigration and trans-border crime, enhancing the efficiency and security of Schengen Area border and migration management. For example, when third-country nationals come into Europe for the first time, they will be registered and searched against systems defined in the applicable EU legislation; national authorities will then be able to check whether these nationals are the persons they claim to be through biometric operations against sBMS. The system was launched together with eu-LISA's Visa Information System (VIS), a large-scale IT system that supports the implementation of the EU's common visa policy; Visa also facilitates checks at external borders and will be connected with other EU information systems in the future, such as the upcoming European Entry/exit System (EES). The forthcoming EES will include biometric verifications and identifications of travelers based on their facial images and fingerprints. At the end of the implementation of the interoperability architecture, sBMS will be one of the largest biometric systems in the world. With IDEMIA Public Security's best-in-class biometric technology and highly-ranked algorithms across all modalities, combined with Sopra Steria's competencies as a European leader in digital transformation and Homeland Security, the pair was selected by eu-LISA to build the sBMS for border protection of the Schengen Area in 2020. As a market leader in the travel and transport industry, focusing on accurate and efficient technology solutions that deliver the highest level of performance and enhance border control operations and identity verification in high-risk environments, IDEMIA was equipped to contribute to one of the largest scale biometric databases, ensuring accuracy and fast response times. As long-standing partners of European institutions and governments, IDEMIA Public Security andopra Steria have supported the European Union for more than 20 years in the management of mission-critical IT systems to enhance security within the Schengen area. IDEMIA Public Security delivers innovative, secure and trustworthy biometric travel solutions that streamline travel and border operations, optimize processes, enhance decision making, and enable seamless, personalized, digital passenger journeys. Sopra Steria is actively shaping Europe in the domain of Justice and Home Affairs with profound expertise in Central EU.
Reported Earnings • Jul 28First half 2025 earnings released: EPS: €7.29 (vs €8.40 in 1H 2024)First half 2025 results: EPS: €7.29 (down from €8.40 in 1H 2024). Revenue: €2.84b (down 3.6% from 1H 2024). Net income: €142.0m (down 16% from 1H 2024). Profit margin: 5.0% (down from 5.7% in 1H 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 6% per year.
お知らせ • Jul 25Sopra Steria Group Sa Confirms Financial Targets for 2025Sopra Steria Group SA confirmed financial targets for 2025. The company announced that the full-year financial targets for 2025 are all confirmed: Organic revenue growth of between -2.5% and +0.5%. Operating margin on business activity of between 9.3% and 9.8%.
Upcoming Dividend • May 27Upcoming dividend of €4.65 per shareEligible shareholders must have bought the stock before 03 June 2025. Payment date: 05 June 2025. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (3.2%).
お知らせ • May 02Sopra Steria Group SA (ENXTPA:SOP) acquired Aurexia S.A.S.Sopra Steria Group SA (ENXTPA:SOP) acquired Aurexia S.A.S on May 1, 2025. Sopra Steria Group SA (ENXTPA:SOP) completed the acquisition of Aurexia S.A.S on May 1, 2025.
お知らせ • Apr 24Sopra Steria Enables Banks to Enter the Crypto-Asset Market with A Complete and Tailored-Made OfferSopra Steria announced the launch of Sopra Crypto Solutions, a comprehensive white-label offering designed to accelerate the adoption of crypto-assets by banks. This solution is built on three technological assets with Fireblocks (secure digital asset management), Chainalysis (compliance) and Wyden (order execution and trade management), offering an integrated response to regulatory and operational challenges. Faced with growing consumer demand and the emergence of new financial technologies, banks have to respond to an increasingly pressing need: to offer their customers crypto solutions.
Declared Dividend • Mar 02Dividend of €4.65 announcedDividend of €4.65 is the same as last year. Ex-date: 3rd June 2025 Payment date: 5th June 2025 Dividend yield will be 3.1%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 9.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 22% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 01Sopra Steria Group SA, Annual General Meeting, May 21, 2025Sopra Steria Group SA, Annual General Meeting, May 21, 2025.
Reported Earnings • Feb 28Full year 2024 earnings released: EPS: €15.36 (vs €9.09 in FY 2023)Full year 2024 results: EPS: €15.36 (up from €9.09 in FY 2023). Revenue: €5.78b (flat on FY 2023). Net income: €309.3m (up 68% from FY 2023). Profit margin: 5.4% (up from 3.2% in FY 2023). Revenue is forecast to grow 2.0% 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, earnings per share has increased by 8% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Feb 27+ 1 more updateSopra Steria Group SA Proposes Dividend for the Year 2024, Payable on 5 June 2025Sopra Steria Group SA announced that at the next General Meeting of Shareholders, to be held on 21 May 2025, Sopra Steria will propose the payment of a dividend of €4.65 per share (vs €4.65 per share in respect of financial year 2023). The ex-dividend date will be 3 June 2025. The dividend will be paid as of 5 June 2025.
お知らせ • Nov 02Sopra Steria Group SA to Report First Half, 2025 Results on Jul 25, 2025Sopra Steria Group SA announced that they will report first half, 2025 results on Jul 25, 2025
お知らせ • Oct 31Sopra Steria Group SA to Report Fiscal Year 2024 Results on Feb 27, 2025Sopra Steria Group SA announced that they will report fiscal year 2024 results at 8:30 AM, Central European Standard Time on Feb 27, 2025
お知らせ • Oct 26Sopra Steria Appoints Dominique Lapère as Chief Operating OfficerSopra Steria announced the creation of a Group Operations Department. Dominique Lapère, previously Executive Industrial Director, has been appointed Chief Operating Officer (COO) reporting to Cyril Malargé, CEO of Sopra Steria. This new department is responsible for ensuring the best execution of operations and improving performance, notably by updating and standardising the Group’s operational model. This new business model will be based on the Group's industry verticals as well as pooled, horizontal technological centres of excellence.
Reported Earnings • Jul 26First half 2024 earnings released: EPS: €8.40 (vs €5.57 in 1H 2023)First half 2024 results: EPS: €8.40 (up from €5.57 in 1H 2023). Revenue: €2.95b (up 3.8% from 1H 2023). Net income: €169.3m (up 51% from 1H 2023). Profit margin: 5.7% (up from 4.0% in 1H 2023). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • May 29Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 10% to €213. The fair value is estimated to be €266, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 6.2% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.
Upcoming Dividend • May 21Upcoming dividend of €4.65 per shareEligible shareholders must have bought the stock before 28 May 2024. Payment date: 30 May 2024. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (2.5%).
お知らせ • Apr 27Sopra Steria Group SA Reaffirms Earnings Guidance for the Year 2024Sopra Steria Group SA reaffirmed earnings guidance for the year 2024. The company expects organic revenue growth of between 2% and 4%.
New Risk • Mar 04New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 49% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (49% net debt to equity). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.2% net profit margin).
Reported Earnings • Feb 25Full year 2023 earnings released: EPS: €9.09 (vs €12.23 in FY 2022)Full year 2023 results: EPS: €9.09 (down from €12.23 in FY 2022). Revenue: €5.81b (up 14% from FY 2022). Net income: €183.7m (down 26% from FY 2022). Profit margin: 3.2% (down from 4.9% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 19% per year and the company’s share price has also increased by 19% per year.
Declared Dividend • Feb 25Dividend increased to €4.65Dividend of €4.65 is 8.1% higher than last year. Ex-date: 28th May 2024 Payment date: 30th May 2024 Dividend yield will be 2.0%, which is lower than the industry average of 2.4%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 9.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 100% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 22+ 1 more updateSopra Steria Group SA Proposes Dividend for 2023, Payable as from 30 May 2024Sopra Steria Group SA announced at the next General Meeting of Shareholders, the company will propose the payment of a dividend of €4.65 per share, vs €4.30 per share in respect of financial year 2022. The ex-dividend date will be 28 May 2024. The dividend will be payable as from 30 May 2024.
Buying Opportunity • Nov 06Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be €220, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has grown by 27%. Revenue is forecast to grow by 19% in 2 years. Earnings is forecast to grow by 42% in the next 2 years.
お知らせ • Oct 28Sopra Steria Group Provides Earnings Guidance for the Full Year 2023Sopra Steria Group provided earnings guidance for the full year 2023. For the year, the expects organic revenue growth of at least 6.0%.
お知らせ • Oct 25Sopra Steria Group SA (ENXTPA:SOP) agreed to acquire the remaining 25% stake in Shared Services Connected Ltd from Cabinet Office for £82.3 million.Sopra Steria Group SA (ENXTPA:SOP) agreed to acquire the remaining 25% stake in Shared Services Connected Ltd from Cabinet Office for £82.3 million on October 24, 2023. The transition from joint venture to wholly owned subsidiary will not affect the management, employees, clients, or services of the business. This operation will be accretive to Sopra Sterias net result and EPS from day one.
お知らせ • Sep 22+ 2 more updatesSopra Steria Group SA to Report Fiscal Year 2023 Results on Feb 22, 2024Sopra Steria Group SA announced that they will report fiscal year 2023 results Pre-Market on Feb 22, 2024
Buying Opportunity • Sep 10Now 20% undervaluedOver the last 90 days, the stock is up 12%. The fair value is estimated to be €247, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has grown by 27%. Revenue is forecast to grow by 14% in 2 years. Earnings is forecast to grow by 48% in the next 2 years.
Buying Opportunity • Aug 11Now 20% undervaluedOver the last 90 days, the stock is up 4.2%. The fair value is estimated to be €249, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has grown by 27%. Revenue is forecast to grow by 14% in 2 years. Earnings is forecast to grow by 48% in the next 2 years.
Reported Earnings • Jul 31First half 2023 earnings released: EPS: €5.57 (vs €5.55 in 1H 2022)First half 2023 results: EPS: €5.57 (up from €5.55 in 1H 2022). Revenue: €2.84b (up 12% from 1H 2022). Net income: €112.5m (flat on 1H 2022). Profit margin: 4.0% (down from 4.4% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • May 31Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be €213, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.5% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings is also forecast to grow by 13% per annum over the same time period.
お知らせ • May 25Sopra Steria Group SA Announces Directors AppointmentsSopra Steria Group SA at its AGM held on 24th May, 2023 announced Appointment of Sonia Criseo as a Director for a term of office of two years, of Pascal Daloz as a Director for a term of office of three years and of Rémy Weber as a Director for a term of office of two years.
お知らせ • May 24Sopra Steria Group SA (ENXTPA:SOP) acquired Connectiv-It.Sopra Steria Group SA (ENXTPA:SOP) acquired Connectiv-It on May 23, 2023.Advant Altana acted as legal advisor to Sopra Steria Group SA (ENXTPA:SOP)Sopra Steria Group SA (ENXTPA:SOP) completed the acquisition of Connectiv-It on May 23, 2023.
Upcoming Dividend • May 22Upcoming dividend of €4.30 per share at 2.2% yieldEligible shareholders must have bought the stock before 29 May 2023. Payment date: 31 May 2023. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of British dividend payers (5.8%). In line with average of industry peers (2.4%).
Valuation Update With 7 Day Price Move • Mar 02Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €191, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 25x in the IT industry in the United Kingdom. Total returns to shareholders of 39% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €295 per share.
Reported Earnings • Feb 24Full year 2022 earnings released: EPS: €12.23 (vs €9.27 in FY 2021)Full year 2022 results: EPS: €12.23 (up from €9.27 in FY 2021). Revenue: €5.10b (up 8.9% from FY 2021). Net income: €247.8m (up 32% from FY 2021). Profit margin: 4.9% (up from 4.0% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 16% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 21+ 2 more updatesSopra Steria Group SA to Report First Half, 2023 Results on Jul 27, 2023Sopra Steria Group SA announced that they will report first half, 2023 results on Jul 27, 2023
Reported Earnings • Jul 30First half 2022 earnings released: EPS: €5.55 (vs €4.20 in 1H 2021)First half 2022 results: EPS: €5.55 (up from €4.20 in 1H 2021). Revenue: €2.54b (up 9.3% from 1H 2021). Net income: €112.3m (up 32% from 1H 2021). Profit margin: 4.4% (up from 3.7% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 5.1%, compared to a 18% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 12% per year.
Upcoming Dividend • May 31Upcoming dividend of €3.20 per shareEligible shareholders must have bought the stock before 07 June 2022. Payment date: 09 June 2022. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of British dividend payers (4.9%). Lower than average of industry peers (2.4%).
Reported Earnings • Feb 25Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: €9.27 (up from €5.27 in FY 2020). Revenue: €4.68b (up 9.9% from FY 2020). Net income: €187.7m (up 76% from FY 2020). Profit margin: 4.0% (up from 2.5% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 6.4%, compared to a 18% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 02First half 2021 earnings released: EPS €4.20 (vs €2.16 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €2.33b (up 7.5% from 1H 2020). Net income: €85.1m (up 95% from 1H 2020). Profit margin: 3.7% (up from 2.0% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Upcoming Dividend • May 25Upcoming dividend of €2.00 per shareEligible shareholders must have bought the stock before 01 June 2021. Payment date: 03 June 2021. Trailing yield: 1.3%. Lower than top quartile of British dividend payers (4.1%). Lower than average of industry peers (1.9%).
Reported Earnings • Feb 28Full year 2020 earnings released: EPS €5.27 (vs €7.92 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €4.26b (down 3.9% from FY 2019). Net income: €106.8m (down 33% from FY 2019). Profit margin: 2.5% (down from 3.6% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 5% per year.
Analyst Estimate Surprise Post Earnings • Feb 28Revenue misses expectationsRevenue missed analyst estimates by 0.7%. Over the next year, revenue is forecast to grow 5.1%, compared to a 10.0% growth forecast for the IT industry in the United Kingdom.
Is New 90 Day High Low • Feb 07New 90-day high: €140The company is up 26% from its price of €111 on 06 November 2020. The British market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €183 per share.
Is New 90 Day High Low • Jan 20New 90-day high: €138The company is up 7.0% from its price of €129 on 22 October 2020. The British market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €187 per share.
Valuation Update With 7 Day Price Move • Oct 27Market pulls back on stock over the past weekAfter last week's 15% share price decline to €117, the stock is trading at a trailing P/E ratio of 16.5x, down from the previous P/E ratio of 19.6x. This compares to an average P/E of 30x in the IT industry in the United Kingdom. Total return to shareholders over the past three years is a loss of 25%.
Is New 90 Day High Low • Oct 27New 90-day low: €117The company is down 5.0% from its price of €123 on 29 July 2020. The British market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €160 per share.