Alten（0O1S）株式概要アルテンS.A.は、フランス、北米、ドイツ、スカンジナビア、ベネルクス、イベリア、イタリア、英国、アジア太平洋地域、スイス、東欧、および国際的なエンジニアリングおよび技術コンサルタント会社として事業を展開している。 詳細0O1S ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長3/6過去の実績0/6財務の健全性5/6配当金4/6報酬当社が推定した公正価値より53.3%で取引されている 収益は年間21.23%増加すると予測されています リスク分析財務結果に影響を与える大きな一時的項目 不安定な配当実績 利益率(2.6%)は昨年より低い(4.5%) すべてのリスクチェックを見る0O1S 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€63.2535.4% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture05b2016201920222025202620282031Revenue €4.9bEarnings €127.5mAdvancedSet Fair ValueView all narrativesAlten S.A. 競合他社Kainos GroupSymbol: LSE:KNOSMarket cap: UK£1.0bSoftcatSymbol: LSE:SCTMarket cap: UK£3.2bComputacenterSymbol: LSE:CCCMarket cap: UK£4.4bFDM Group (Holdings)Symbol: LSE:FDMMarket cap: UK£123.5m価格と性能株価の高値、安値、推移の概要Alten過去の株価現在の株価€63.2552週高値€83.7052週安値€50.55ベータ1.141ヶ月の変化10.38%3ヶ月変化4.63%1年変化-11.57%3年間の変化-58.39%5年間の変化-36.94%IPOからの変化136.14%最新ニュースDeclared Dividend • May 10Dividend of €1.50 announcedDividend of €1.50 is the same as last year. Ex-date: 22nd June 2026 Payment date: 24th June 2026 Dividend yield will be 2.5%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 85% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 07Alten S.A., Annual General Meeting, Jun 18, 2026Alten S.A., Annual General Meeting, Jun 18, 2026. Location: 28 avenue andre morizet, boulogne billancourt FranceReported Earnings • May 05Full year 2025 earnings released: EPS: €3.07 (vs €5.37 in FY 2024)Full year 2025 results: EPS: €3.07 (down from €5.37 in FY 2024). Revenue: €4.10b (down 1.1% from FY 2024). Net income: €106.9m (down 43% from FY 2024). Profit margin: 2.6% (down from 4.5% in FY 2024). Revenue is forecast to grow 3.5% 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 47% per year but the company’s share price has only fallen by 28% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €60.20, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the IT industry in the United Kingdom. Total loss to shareholders of 57% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €118 per share.Reported Earnings • Feb 25Full year 2025 earnings releasedFull year 2025 results: Revenue: €4.10b (down 1.1% from FY 2024). Net income: €106.9m (down 43% from FY 2024). Profit margin: 2.6% (down from 4.5% in FY 2024). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the IT industry in the United Kingdom.Valuation Update With 7 Day Price Move • Feb 17Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €61.05, 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 loss to shareholders of 56% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €61.52 per share.最新情報をもっと見るRecent updatesDeclared Dividend • May 10Dividend of €1.50 announcedDividend of €1.50 is the same as last year. Ex-date: 22nd June 2026 Payment date: 24th June 2026 Dividend yield will be 2.5%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 85% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 07Alten S.A., Annual General Meeting, Jun 18, 2026Alten S.A., Annual General Meeting, Jun 18, 2026. Location: 28 avenue andre morizet, boulogne billancourt FranceReported Earnings • May 05Full year 2025 earnings released: EPS: €3.07 (vs €5.37 in FY 2024)Full year 2025 results: EPS: €3.07 (down from €5.37 in FY 2024). Revenue: €4.10b (down 1.1% from FY 2024). Net income: €106.9m (down 43% from FY 2024). Profit margin: 2.6% (down from 4.5% in FY 2024). Revenue is forecast to grow 3.5% 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 47% per year but the company’s share price has only fallen by 28% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €60.20, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the IT industry in the United Kingdom. Total loss to shareholders of 57% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €118 per share.Reported Earnings • Feb 25Full year 2025 earnings releasedFull year 2025 results: Revenue: €4.10b (down 1.1% from FY 2024). Net income: €106.9m (down 43% from FY 2024). Profit margin: 2.6% (down from 4.5% in FY 2024). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the IT industry in the United Kingdom.Valuation Update With 7 Day Price Move • Feb 17Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €61.05, 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 loss to shareholders of 56% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €61.52 per share.Buy Or Sell Opportunity • Jan 30Now 37% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to €81.43. The fair value is estimated to be €59.44, however this is not to be taken as a sell 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 declined by 30%. For the next 3 years, revenue is forecast to grow by 3.2% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.お知らせ • Oct 24Alten S.A. to Report Q4, 2025 Results on Jan 29, 2026Alten S.A. announced that they will report Q4, 2025 results on Jan 29, 2026お知らせ • Oct 10+ 1 more updateAlten S.A. Announces CEO ChangesSimon Azoulay, Chairman and CEO, and the Board of Directors of ALTEN are pleased to announced that, in accordance with Mr. Simon Azoulay's wishes, the Board of Directors has decided on 8 October 2025 to separate the roles of Chairman and Chief Executive Officer of ALTEN. The Board has therefore decided following the recommendation of the Remuneration and Nomination Committee to appoint Mr. Cyril Malargé as Chief Executive Officer. These decisions will be effective no later than 31 January 2026, after Mr. Cyril Malargé has been released from his current duties. Cyril Malargé, 52, has served as Chief Executive Officer of Sopra Steria since 2022, where he has spent most of his career. A graduate of the Ecole Spéciale de Mécanique et d'Electricité (ESME) and holding a PhD in Electrical Engineering, Cyril Malargé began his career at Bel Groupe before becoming CIO of Lafont. He joined Sopra Steria in 2002 as Director of Major Industrial Accounts Projects. In 2008, he was appointed Director of the France Industry & Services Business Unit. In 2015, he joined the Sopra Steria Executive Committee as Executive Director in charge of Consulting, Systems Integration, and Infrastructure Management. From 2020 to 2022, he served as Chief Operating Officer (COO) of the Sopra Steria Group.Reported Earnings • Sep 26First half 2025 earnings releasedFirst half 2025 results: Revenue: €2.08b (down 1.1% from 1H 2024). Net income: €82.6m (down 30% from 1H 2024). Profit margin: 4.0% (down from 5.6% in 1H 2024). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the IT industry in the United Kingdom.New Risk • Aug 03New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.2% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.Buy Or Sell Opportunity • Jul 11Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.7% to €77.20. The fair value is estimated to be €98.51, 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 declined by 9.8%. For the next 3 years, revenue is forecast to grow by 2.1% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.Upcoming Dividend • Jun 09Upcoming dividend of €1.50 per shareEligible shareholders must have bought the stock before 16 June 2025. Payment date: 18 June 2025. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of British dividend payers (5.6%). Lower than average of industry peers (3.1%).Declared Dividend • May 02Dividend of €1.50 announcedDividend of €1.50 is the same as last year. Ex-date: 16th June 2025 Payment date: 18th June 2025 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 (28% earnings payout ratio) and cash flows (13% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 47% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 02Alten S.A., Annual General Meeting, Jun 12, 2025Alten S.A., Annual General Meeting, Jun 12, 2025. Location: 28 avenue andre morizet, boulogne billancourt Franceお知らせ • Apr 30Alten S.A. announces Annual dividend, payable on June 18, 2025Alten S.A. announced Annual dividend of EUR 1.5000 per share payable on June 18, 2025, ex-date on June 16, 2025 and record date on June 17, 2025.Reported Earnings • Apr 28Full year 2024 earnings released: EPS: €5.37 (vs €6.80 in FY 2023)Full year 2024 results: EPS: €5.37 (down from €6.80 in FY 2023). Revenue: €4.14b (up 1.8% from FY 2023). Net income: €186.4m (down 20% from FY 2023). Profit margin: 4.5% (down from 5.7% in FY 2023). Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.New Risk • Apr 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 8.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.6% average weekly change). Large one-off items impacting financial results.Buy Or Sell Opportunity • Mar 06Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 41% to €114. The fair value is estimated to be €90.72, however this is not to be taken as a sell recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.New Risk • Feb 22New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 22% 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. This is currently the only risk that has been identified for the company.Buy Or Sell Opportunity • Dec 10Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to €81.28. The fair value is estimated to be €102, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 0.7% in 2 years. Earnings are forecast to grow by 7.2% in the next 2 years.お知らせ • Dec 02Alten S.A. (ENXTPA:ATE) completed the acquisition of Wordgrid Solutions Limited from Atos SE (ENXTPA:ATO).Alten S.A. (ENXTPA:ATE) signed a Share and Asset Purchase Agreement to acquire Worldgrid Solutions Limited from Atos SE (ENXTPA:ATO) for an enterprise value of €270 million on November 5, 2024. For the year ended on December 31, 2023, Worldgrid Solutions realized revenue of €170 million. The necessary social processes with employee representative bodies have been finalized, and regulatory approvals have been obtained. The transaction is expected to close before the end of 2024. Alten S.A. (ENXTPA:ATE) completed the acquisition of Wordgrid Solutions Limited from Atos SE (ENXTPA:ATO) on December 2, 2024.お知らせ • Nov 05Alten S.A. (ENXTPA:ATE) signed a Share and Asset Purchase Agreement to acquire Worldgrid Solutions Limited from Atos SE (ENXTPA:ATO) for €270 million.Alten S.A. (ENXTPA:ATE) signed a Share and Asset Purchase Agreement to acquire Worldgrid Solutions Limited from Atos SE (ENXTPA:ATO) for €270 million on November 5, 2024. The necessary social processes with employee representative bodies have been finalized, and regulatory approvals have been obtained. The transaction is expected to close before the end of 2024.お知らせ • Oct 25Alten S.A. to Report Fiscal Year 2024 Results on Feb 21, 2025Alten S.A. announced that they will report fiscal year 2024 results at 5:40 PM, Central European Standard Time on Feb 21, 2025Reported Earnings • Sep 22First half 2024 earnings released: EPS: €3.40 (vs €3.25 in 1H 2023)First half 2024 results: EPS: €3.40 (up from €3.25 in 1H 2023). Revenue: €2.11b (up 2.9% from 1H 2023). Net income: €118.2m (up 6.4% from 1H 2023). Profit margin: 5.6% (up from 5.4% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.お知らせ • Sep 20Alten S.A. to Report Q3, 2024 Results on Oct 24, 2024Alten S.A. announced that they will report Q3, 2024 results After-Market on Oct 24, 2024Upcoming Dividend • Jun 17Upcoming dividend of €1.50 per shareEligible shareholders must have bought the stock before 24 June 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (2.3%).Buy Or Sell Opportunity • Jun 12Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to €112. The fair value is estimated to be €143, 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 37%. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.Reported Earnings • Apr 30Full year 2023 earnings releasedFull year 2023 results: Revenue: €4.07b (up 7.6% from FY 2022). Net income: €233.2m (down 49% from FY 2022). Profit margin: 5.7% (down from 12% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the IT industry in the United Kingdom.Reported Earnings • Feb 25Full year 2023 earnings releasedFull year 2023 results: Revenue: €4.07b (up 7.6% from FY 2022). Net income: €233.2m (down 49% from FY 2022). Profit margin: 5.7% (down from 12% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the IT industry in the United Kingdom.Buying Opportunity • Dec 08Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 6.9%. The fair value is estimated to be €159, 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 52%. Revenue is forecast to grow by 13% in 2 years. Earnings is forecast to decline by 28% in the next 2 years.お知らせ • Nov 07Alten S.A. (ENXTPA:ATE) acquired East Japan Institute of Technology Co.,Ltd. from Ant Bridge No.4-A Private Equity Secondary Investment Fund, Limited Partnership, managed by Ant Capital Partners Co., Ltd.Alten S.A. (ENXTPA:ATE) acquired East Japan Institute of Technology Co.,Ltd. from Ant Bridge No.4-A Private Equity Secondary Investment Fund, Limited Partnership, managed by Ant Capital Partners Co., Ltd. on October 31, 2023. East Japan Institute of Technology has reported sales of ¥6.33 billion for year ending June 2023. Alten S.A. (ENXTPA:ATE) completed the acquisition of East Japan Institute of Technology Co.,Ltd. from Ant Bridge No.4-A Private Equity Secondary Investment Fund, Limited Partnership, managed by Ant Capital Partners Co., Ltd. on October 31, 2023.お知らせ • Oct 20+ 2 more updatesAlten S.A. to Report Q2, 2024 Results on Jul 25, 2024Alten S.A. announced that they will report Q2, 2024 results on Jul 25, 2024Reported Earnings • Sep 26First half 2023 earnings released: EPS: €3.25 (vs €4.09 in 1H 2022)First half 2023 results: EPS: €3.25 (down from €4.09 in 1H 2022). Revenue: €2.05b (up 12% from 1H 2022). Net income: €111.1m (down 20% from 1H 2022). Profit margin: 5.4% (down from 7.6% in 1H 2022). Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Sep 18Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be €162, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 41%. For the next 3 years, revenue is forecast to grow by 8.0% per annum. Earnings is forecast to decline by 9.3% per annum over the same time period.お知らせ • Aug 03Alten S.A. (ENXTPA:ATE) acquired Accord Global Technology Solutions Private Limited from Accord Group.Alten S.A. (ENXTPA:ATE) acquired Accord Global Technology Solutions Private Limited from Accord Group on August 2, 2023.Alten S.A. (ENXTPA:ATE) completed the acquisition of Accord Global Technology Solutions Private Limited from Accord Group on August 2, 2023.Upcoming Dividend • Jun 27Upcoming dividend of €1.50 per share at 1.1% yieldEligible shareholders must have bought the stock before 04 July 2023. Payment date: 06 July 2023. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of British dividend payers (6.0%). Lower than average of industry peers (2.5%).Reported Earnings • Feb 27Full year 2022 earnings releasedFull year 2022 results: Revenue: €3.78b (up 29% from FY 2021). Net income: €457.6m (up 120% from FY 2021). Profit margin: 12% (up from 7.1% in FY 2021). Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 16% growth forecast for the IT industry in the United Kingdom.Buying Opportunity • Dec 20Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 1.6%. The fair value is estimated to be €146, 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 14%. For the next 3 years, revenue is forecast to grow by 7.5% per annum. Earnings is also forecast to grow by 6.3% per annum over the same time period.Buying Opportunity • Dec 05Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 1.2%. The fair value is estimated to be €154, 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 14%. For the next 3 years, revenue is forecast to grow by 7.5% per annum. Earnings is also forecast to grow by 6.3% per annum over the same time period.Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Director Maryvonne Labeille was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Oct 20+ 2 more updatesAlten S.A., Annual General Meeting, Jun 30, 2023Alten S.A., Annual General Meeting, Jun 30, 2023.Reported Earnings • Sep 24First half 2022 earnings released: EPS: €0 (vs €2.64 in 1H 2021)First half 2022 results: EPS: €0. Revenue: €1.83b (up 31% from 1H 2021). Net income: €139.0m (up 56% from 1H 2021). Profit margin: 7.6% (up from 6.4% in 1H 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 16% growth forecast for the IT industry in the United Kingdom.Upcoming Dividend • Jun 20Upcoming dividend of €1.30 per shareEligible shareholders must have bought the stock before 27 June 2022. Payment date: 29 June 2022. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of British dividend payers (5.1%). Lower than average of industry peers (2.6%).Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Director Maryvonne Labeille was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Feb 27Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: €2.93b (up 25% from FY 2020). Net income: €207.9m (up 112% from FY 2020). Profit margin: 7.1% (up from 4.2% 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 16%, compared to a 18% growth forecast for the industry in the United Kingdom.Reported Earnings • Sep 24First half 2021 earnings released: EPS €2.64 (vs €1.80 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €1.40b (up 13% from 1H 2020). Net income: €89.3m (up 47% from 1H 2020). Profit margin: 6.4% (up from 4.9% 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 11% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Jul 29Investor sentiment improved over the past weekAfter last week's 15% share price gain to €132, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 39x in the IT industry in the United Kingdom. Total returns to shareholders of 58% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €90.55 per share.Upcoming Dividend • May 26Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 02 June 2021. Payment date: 04 June 2021. Trailing yield: 1.0%. Lower than top quartile of British dividend payers (4.1%). Lower than average of industry peers (1.9%).Analyst Estimate Surprise Post Earnings • Feb 27Revenue misses expectationsRevenue missed analyst estimates by 0.1%. Over the next year, revenue is forecast to grow 8.0%, compared to a 10% growth forecast for the IT industry in the United Kingdom.Reported Earnings • Feb 27Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €2.33b (down 11% from FY 2019). Net income: €98.0m (down 40% from FY 2019). Profit margin: 4.2% (down from 6.3% in FY 2019). The decrease in margin was driven by lower revenue.Is New 90 Day High Low • Feb 23New 90-day low: €86.95The company is down 5.0% from its price of €91.20 on 25 November 2020. The British market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €40.33 per share.Is New 90 Day High Low • Jan 07New 90-day high: €96.25The company is up 13% from its price of €85.55 on 09 October 2020. The British market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed 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 €37.74 per share.Is New 90 Day High Low • Dec 18New 90-day high: €95.53The company is up 30% from its price of €73.70 on 18 September 2020. The British market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €36.98 per share.Is New 90 Day High Low • Nov 11New 90-day high: €88.00The company is up 25% from its price of €70.20 on 12 August 2020. The British market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €32.80 per share.Valuation Update With 7 Day Price Move • Nov 10Market bids up stock over the past weekAfter last week's 20% share price gain to €83.25, the stock is trading at a trailing P/E ratio of 18.7x, up from the previous P/E ratio of 15.6x. 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 17%.Valuation Update With 7 Day Price Move • Oct 30Market pulls back on stock over the past weekAfter last week's 15% share price decline to €68.10, the stock is trading at a trailing P/E ratio of 15.6x, down from the previous P/E ratio of 18.4x. 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 5.9%.Reported Earnings • Sep 27First half earnings releasedOver the last 12 months the company has reported total profits of €148.5m, down 6.8% from the prior year. Total revenue was €2.57b over the last 12 months, up 4.4% from the prior year.Is New 90 Day High Low • Sep 26New 90-day high: €78.10The company is up 1.0% from its price of €77.15 on 26 June 2020. The British market is down 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the IT industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €51.44 per share.株主還元0O1SGB ITGB 市場7D3.3%7.9%2.5%1Y-11.6%16.1%19.4%株主還元を見る業界別リターン: 0O1S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: 0O1S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 0O1S's price volatile compared to industry and market?0O1S volatility0O1S Average Weekly Movement4.9%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: 0O1S 、 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: 0O1Sの 週次ボラティリティ ( 5% ) 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198856,376Cyril Malargewww.alten.comアルテン社は、フランス、北米、ドイツ、スカンジナビア、ベネルクス、イベリア、イタリア、英国、アジア太平洋地域、スイス、東欧、および国際的なエンジニアリングおよび技術コンサルタント会社として事業を展開している。産業、通信、サービス業の顧客の技術、研究開発、情報システム部門のプロジェクトを請け負う。また、機械・資材、データ管理、システムエンジニアリング、PDM、プロジェクト管理室、品質保証、製造、環境、安全衛生、エレクトロニクス、組込みソフトウェア、建設インフラサービスなどのエンジニアリングサービスも提供している。また、AMOAやビジネスアナリスト、サイバーセキュリティ、人工知能、アプリケーションソフトウェア、データ管理、グリーンIT、ソフトウェアテストとQA、クラウドとインフラストラクチャーサービスなどのITサービスも提供している。航空、宇宙、防衛・海軍、セキュリティ、自動車、鉄道・モビリティ、エネルギー・環境、ライフサイエンス・健康、銀行、産業機器・エレクトロニクス、銀行、金融・保険、電気通信、小売、サービス、メディア、公共部門・政府サービスの各分野の顧客にサービスを提供している。アルテンS A.は1988年に設立され、フランスのブローニュ・ビヤンクールに本社を置いている。もっと見るAlten S.A. 基礎のまとめAlten の収益と売上を時価総額と比較するとどうか。0O1S 基礎統計学時価総額€2.18b収益（TTM）€106.92m売上高(TTM)€4.10b20.4xPER（株価収益率0.5xP/Sレシオ0O1S 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0O1S 損益計算書（TTM）収益€4.10b売上原価€3.37b売上総利益€730.59mその他の費用€623.68m収益€106.92m直近の収益報告Dec 31, 2025次回決算日Sep 24, 2026一株当たり利益（EPS）3.08グロス・マージン17.82%純利益率2.61%有利子負債／自己資本比率3.0%0O1S 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2.4%現在の配当利回り49%配当性向0O1S 配当は確実ですか？0O1S 配当履歴とベンチマークを見る0O1S 、いつまでに購入すれば配当金を受け取れますか？Alten 配当日配当落ち日Jun 22 2026配当支払日Jun 24 2026配当落ちまでの日数29 days配当支払日までの日数31 days0O1S 配当は確実ですか？0O1S 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2026/05/23 16:09終値2026/05/22 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Alten S.A. 7 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。13 アナリスト機関Anna PatriceBerenbergDerric MarconBernsteinBen Castillo-BernausBNP Paribas10 その他のアナリストを表示
Declared Dividend • May 10Dividend of €1.50 announcedDividend of €1.50 is the same as last year. Ex-date: 22nd June 2026 Payment date: 24th June 2026 Dividend yield will be 2.5%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 85% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 07Alten S.A., Annual General Meeting, Jun 18, 2026Alten S.A., Annual General Meeting, Jun 18, 2026. Location: 28 avenue andre morizet, boulogne billancourt France
Reported Earnings • May 05Full year 2025 earnings released: EPS: €3.07 (vs €5.37 in FY 2024)Full year 2025 results: EPS: €3.07 (down from €5.37 in FY 2024). Revenue: €4.10b (down 1.1% from FY 2024). Net income: €106.9m (down 43% from FY 2024). Profit margin: 2.6% (down from 4.5% in FY 2024). Revenue is forecast to grow 3.5% 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 47% per year but the company’s share price has only fallen by 28% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €60.20, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the IT industry in the United Kingdom. Total loss to shareholders of 57% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €118 per share.
Reported Earnings • Feb 25Full year 2025 earnings releasedFull year 2025 results: Revenue: €4.10b (down 1.1% from FY 2024). Net income: €106.9m (down 43% from FY 2024). Profit margin: 2.6% (down from 4.5% in FY 2024). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the IT industry in the United Kingdom.
Valuation Update With 7 Day Price Move • Feb 17Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €61.05, 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 loss to shareholders of 56% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €61.52 per share.
Declared Dividend • May 10Dividend of €1.50 announcedDividend of €1.50 is the same as last year. Ex-date: 22nd June 2026 Payment date: 24th June 2026 Dividend yield will be 2.5%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 85% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 07Alten S.A., Annual General Meeting, Jun 18, 2026Alten S.A., Annual General Meeting, Jun 18, 2026. Location: 28 avenue andre morizet, boulogne billancourt France
Reported Earnings • May 05Full year 2025 earnings released: EPS: €3.07 (vs €5.37 in FY 2024)Full year 2025 results: EPS: €3.07 (down from €5.37 in FY 2024). Revenue: €4.10b (down 1.1% from FY 2024). Net income: €106.9m (down 43% from FY 2024). Profit margin: 2.6% (down from 4.5% in FY 2024). Revenue is forecast to grow 3.5% 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 47% per year but the company’s share price has only fallen by 28% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €60.20, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the IT industry in the United Kingdom. Total loss to shareholders of 57% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €118 per share.
Reported Earnings • Feb 25Full year 2025 earnings releasedFull year 2025 results: Revenue: €4.10b (down 1.1% from FY 2024). Net income: €106.9m (down 43% from FY 2024). Profit margin: 2.6% (down from 4.5% in FY 2024). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the IT industry in the United Kingdom.
Valuation Update With 7 Day Price Move • Feb 17Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €61.05, 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 loss to shareholders of 56% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €61.52 per share.
Buy Or Sell Opportunity • Jan 30Now 37% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to €81.43. The fair value is estimated to be €59.44, however this is not to be taken as a sell 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 declined by 30%. For the next 3 years, revenue is forecast to grow by 3.2% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
お知らせ • Oct 24Alten S.A. to Report Q4, 2025 Results on Jan 29, 2026Alten S.A. announced that they will report Q4, 2025 results on Jan 29, 2026
お知らせ • Oct 10+ 1 more updateAlten S.A. Announces CEO ChangesSimon Azoulay, Chairman and CEO, and the Board of Directors of ALTEN are pleased to announced that, in accordance with Mr. Simon Azoulay's wishes, the Board of Directors has decided on 8 October 2025 to separate the roles of Chairman and Chief Executive Officer of ALTEN. The Board has therefore decided following the recommendation of the Remuneration and Nomination Committee to appoint Mr. Cyril Malargé as Chief Executive Officer. These decisions will be effective no later than 31 January 2026, after Mr. Cyril Malargé has been released from his current duties. Cyril Malargé, 52, has served as Chief Executive Officer of Sopra Steria since 2022, where he has spent most of his career. A graduate of the Ecole Spéciale de Mécanique et d'Electricité (ESME) and holding a PhD in Electrical Engineering, Cyril Malargé began his career at Bel Groupe before becoming CIO of Lafont. He joined Sopra Steria in 2002 as Director of Major Industrial Accounts Projects. In 2008, he was appointed Director of the France Industry & Services Business Unit. In 2015, he joined the Sopra Steria Executive Committee as Executive Director in charge of Consulting, Systems Integration, and Infrastructure Management. From 2020 to 2022, he served as Chief Operating Officer (COO) of the Sopra Steria Group.
Reported Earnings • Sep 26First half 2025 earnings releasedFirst half 2025 results: Revenue: €2.08b (down 1.1% from 1H 2024). Net income: €82.6m (down 30% from 1H 2024). Profit margin: 4.0% (down from 5.6% in 1H 2024). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the IT industry in the United Kingdom.
New Risk • Aug 03New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.2% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
Buy Or Sell Opportunity • Jul 11Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.7% to €77.20. The fair value is estimated to be €98.51, 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 declined by 9.8%. For the next 3 years, revenue is forecast to grow by 2.1% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
Upcoming Dividend • Jun 09Upcoming dividend of €1.50 per shareEligible shareholders must have bought the stock before 16 June 2025. Payment date: 18 June 2025. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of British dividend payers (5.6%). Lower than average of industry peers (3.1%).
Declared Dividend • May 02Dividend of €1.50 announcedDividend of €1.50 is the same as last year. Ex-date: 16th June 2025 Payment date: 18th June 2025 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 (28% earnings payout ratio) and cash flows (13% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 47% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 02Alten S.A., Annual General Meeting, Jun 12, 2025Alten S.A., Annual General Meeting, Jun 12, 2025. Location: 28 avenue andre morizet, boulogne billancourt France
お知らせ • Apr 30Alten S.A. announces Annual dividend, payable on June 18, 2025Alten S.A. announced Annual dividend of EUR 1.5000 per share payable on June 18, 2025, ex-date on June 16, 2025 and record date on June 17, 2025.
Reported Earnings • Apr 28Full year 2024 earnings released: EPS: €5.37 (vs €6.80 in FY 2023)Full year 2024 results: EPS: €5.37 (down from €6.80 in FY 2023). Revenue: €4.14b (up 1.8% from FY 2023). Net income: €186.4m (down 20% from FY 2023). Profit margin: 4.5% (down from 5.7% in FY 2023). Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.
New Risk • Apr 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 8.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.6% average weekly change). Large one-off items impacting financial results.
Buy Or Sell Opportunity • Mar 06Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 41% to €114. The fair value is estimated to be €90.72, however this is not to be taken as a sell recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
New Risk • Feb 22New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 22% 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. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • Dec 10Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to €81.28. The fair value is estimated to be €102, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 0.7% in 2 years. Earnings are forecast to grow by 7.2% in the next 2 years.
お知らせ • Dec 02Alten S.A. (ENXTPA:ATE) completed the acquisition of Wordgrid Solutions Limited from Atos SE (ENXTPA:ATO).Alten S.A. (ENXTPA:ATE) signed a Share and Asset Purchase Agreement to acquire Worldgrid Solutions Limited from Atos SE (ENXTPA:ATO) for an enterprise value of €270 million on November 5, 2024. For the year ended on December 31, 2023, Worldgrid Solutions realized revenue of €170 million. The necessary social processes with employee representative bodies have been finalized, and regulatory approvals have been obtained. The transaction is expected to close before the end of 2024. Alten S.A. (ENXTPA:ATE) completed the acquisition of Wordgrid Solutions Limited from Atos SE (ENXTPA:ATO) on December 2, 2024.
お知らせ • Nov 05Alten S.A. (ENXTPA:ATE) signed a Share and Asset Purchase Agreement to acquire Worldgrid Solutions Limited from Atos SE (ENXTPA:ATO) for €270 million.Alten S.A. (ENXTPA:ATE) signed a Share and Asset Purchase Agreement to acquire Worldgrid Solutions Limited from Atos SE (ENXTPA:ATO) for €270 million on November 5, 2024. The necessary social processes with employee representative bodies have been finalized, and regulatory approvals have been obtained. The transaction is expected to close before the end of 2024.
お知らせ • Oct 25Alten S.A. to Report Fiscal Year 2024 Results on Feb 21, 2025Alten S.A. announced that they will report fiscal year 2024 results at 5:40 PM, Central European Standard Time on Feb 21, 2025
Reported Earnings • Sep 22First half 2024 earnings released: EPS: €3.40 (vs €3.25 in 1H 2023)First half 2024 results: EPS: €3.40 (up from €3.25 in 1H 2023). Revenue: €2.11b (up 2.9% from 1H 2023). Net income: €118.2m (up 6.4% from 1H 2023). Profit margin: 5.6% (up from 5.4% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
お知らせ • Sep 20Alten S.A. to Report Q3, 2024 Results on Oct 24, 2024Alten S.A. announced that they will report Q3, 2024 results After-Market on Oct 24, 2024
Upcoming Dividend • Jun 17Upcoming dividend of €1.50 per shareEligible shareholders must have bought the stock before 24 June 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (2.3%).
Buy Or Sell Opportunity • Jun 12Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to €112. The fair value is estimated to be €143, 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 37%. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
Reported Earnings • Apr 30Full year 2023 earnings releasedFull year 2023 results: Revenue: €4.07b (up 7.6% from FY 2022). Net income: €233.2m (down 49% from FY 2022). Profit margin: 5.7% (down from 12% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the IT industry in the United Kingdom.
Reported Earnings • Feb 25Full year 2023 earnings releasedFull year 2023 results: Revenue: €4.07b (up 7.6% from FY 2022). Net income: €233.2m (down 49% from FY 2022). Profit margin: 5.7% (down from 12% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the IT industry in the United Kingdom.
Buying Opportunity • Dec 08Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 6.9%. The fair value is estimated to be €159, 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 52%. Revenue is forecast to grow by 13% in 2 years. Earnings is forecast to decline by 28% in the next 2 years.
お知らせ • Nov 07Alten S.A. (ENXTPA:ATE) acquired East Japan Institute of Technology Co.,Ltd. from Ant Bridge No.4-A Private Equity Secondary Investment Fund, Limited Partnership, managed by Ant Capital Partners Co., Ltd.Alten S.A. (ENXTPA:ATE) acquired East Japan Institute of Technology Co.,Ltd. from Ant Bridge No.4-A Private Equity Secondary Investment Fund, Limited Partnership, managed by Ant Capital Partners Co., Ltd. on October 31, 2023. East Japan Institute of Technology has reported sales of ¥6.33 billion for year ending June 2023. Alten S.A. (ENXTPA:ATE) completed the acquisition of East Japan Institute of Technology Co.,Ltd. from Ant Bridge No.4-A Private Equity Secondary Investment Fund, Limited Partnership, managed by Ant Capital Partners Co., Ltd. on October 31, 2023.
お知らせ • Oct 20+ 2 more updatesAlten S.A. to Report Q2, 2024 Results on Jul 25, 2024Alten S.A. announced that they will report Q2, 2024 results on Jul 25, 2024
Reported Earnings • Sep 26First half 2023 earnings released: EPS: €3.25 (vs €4.09 in 1H 2022)First half 2023 results: EPS: €3.25 (down from €4.09 in 1H 2022). Revenue: €2.05b (up 12% from 1H 2022). Net income: €111.1m (down 20% from 1H 2022). Profit margin: 5.4% (down from 7.6% in 1H 2022). Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Sep 18Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be €162, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 41%. For the next 3 years, revenue is forecast to grow by 8.0% per annum. Earnings is forecast to decline by 9.3% per annum over the same time period.
お知らせ • Aug 03Alten S.A. (ENXTPA:ATE) acquired Accord Global Technology Solutions Private Limited from Accord Group.Alten S.A. (ENXTPA:ATE) acquired Accord Global Technology Solutions Private Limited from Accord Group on August 2, 2023.Alten S.A. (ENXTPA:ATE) completed the acquisition of Accord Global Technology Solutions Private Limited from Accord Group on August 2, 2023.
Upcoming Dividend • Jun 27Upcoming dividend of €1.50 per share at 1.1% yieldEligible shareholders must have bought the stock before 04 July 2023. Payment date: 06 July 2023. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of British dividend payers (6.0%). Lower than average of industry peers (2.5%).
Reported Earnings • Feb 27Full year 2022 earnings releasedFull year 2022 results: Revenue: €3.78b (up 29% from FY 2021). Net income: €457.6m (up 120% from FY 2021). Profit margin: 12% (up from 7.1% in FY 2021). Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 16% growth forecast for the IT industry in the United Kingdom.
Buying Opportunity • Dec 20Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 1.6%. The fair value is estimated to be €146, 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 14%. For the next 3 years, revenue is forecast to grow by 7.5% per annum. Earnings is also forecast to grow by 6.3% per annum over the same time period.
Buying Opportunity • Dec 05Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 1.2%. The fair value is estimated to be €154, 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 14%. For the next 3 years, revenue is forecast to grow by 7.5% per annum. Earnings is also forecast to grow by 6.3% per annum over the same time period.
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Director Maryvonne Labeille was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Oct 20+ 2 more updatesAlten S.A., Annual General Meeting, Jun 30, 2023Alten S.A., Annual General Meeting, Jun 30, 2023.
Reported Earnings • Sep 24First half 2022 earnings released: EPS: €0 (vs €2.64 in 1H 2021)First half 2022 results: EPS: €0. Revenue: €1.83b (up 31% from 1H 2021). Net income: €139.0m (up 56% from 1H 2021). Profit margin: 7.6% (up from 6.4% in 1H 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 16% growth forecast for the IT industry in the United Kingdom.
Upcoming Dividend • Jun 20Upcoming dividend of €1.30 per shareEligible shareholders must have bought the stock before 27 June 2022. Payment date: 29 June 2022. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of British dividend payers (5.1%). Lower than average of industry peers (2.6%).
Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Director Maryvonne Labeille was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Feb 27Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: €2.93b (up 25% from FY 2020). Net income: €207.9m (up 112% from FY 2020). Profit margin: 7.1% (up from 4.2% 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 16%, compared to a 18% growth forecast for the industry in the United Kingdom.
Reported Earnings • Sep 24First half 2021 earnings released: EPS €2.64 (vs €1.80 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €1.40b (up 13% from 1H 2020). Net income: €89.3m (up 47% from 1H 2020). Profit margin: 6.4% (up from 4.9% 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 11% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Jul 29Investor sentiment improved over the past weekAfter last week's 15% share price gain to €132, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 39x in the IT industry in the United Kingdom. Total returns to shareholders of 58% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €90.55 per share.
Upcoming Dividend • May 26Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 02 June 2021. Payment date: 04 June 2021. Trailing yield: 1.0%. Lower than top quartile of British dividend payers (4.1%). Lower than average of industry peers (1.9%).
Analyst Estimate Surprise Post Earnings • Feb 27Revenue misses expectationsRevenue missed analyst estimates by 0.1%. Over the next year, revenue is forecast to grow 8.0%, compared to a 10% growth forecast for the IT industry in the United Kingdom.
Reported Earnings • Feb 27Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €2.33b (down 11% from FY 2019). Net income: €98.0m (down 40% from FY 2019). Profit margin: 4.2% (down from 6.3% in FY 2019). The decrease in margin was driven by lower revenue.
Is New 90 Day High Low • Feb 23New 90-day low: €86.95The company is down 5.0% from its price of €91.20 on 25 November 2020. The British market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €40.33 per share.
Is New 90 Day High Low • Jan 07New 90-day high: €96.25The company is up 13% from its price of €85.55 on 09 October 2020. The British market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed 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 €37.74 per share.
Is New 90 Day High Low • Dec 18New 90-day high: €95.53The company is up 30% from its price of €73.70 on 18 September 2020. The British market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €36.98 per share.
Is New 90 Day High Low • Nov 11New 90-day high: €88.00The company is up 25% from its price of €70.20 on 12 August 2020. The British market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €32.80 per share.
Valuation Update With 7 Day Price Move • Nov 10Market bids up stock over the past weekAfter last week's 20% share price gain to €83.25, the stock is trading at a trailing P/E ratio of 18.7x, up from the previous P/E ratio of 15.6x. 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 17%.
Valuation Update With 7 Day Price Move • Oct 30Market pulls back on stock over the past weekAfter last week's 15% share price decline to €68.10, the stock is trading at a trailing P/E ratio of 15.6x, down from the previous P/E ratio of 18.4x. 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 5.9%.
Reported Earnings • Sep 27First half earnings releasedOver the last 12 months the company has reported total profits of €148.5m, down 6.8% from the prior year. Total revenue was €2.57b over the last 12 months, up 4.4% from the prior year.
Is New 90 Day High Low • Sep 26New 90-day high: €78.10The company is up 1.0% from its price of €77.15 on 26 June 2020. The British market is down 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the IT industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €51.44 per share.
