View ValuationNetcompany Group 将来の成長Future 基準チェック /56Netcompany Group利益と収益がそれぞれ年間38.1%と7.9%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に27.4% 41.2%なると予測されています。主要情報38.1%収益成長率41.19%EPS成長率IT 収益成長13.2%収益成長率7.9%将来の株主資本利益率27.43%アナリストカバレッジGood最終更新日18 May 2026今後の成長に関する最新情報お知らせ • May 08Netcompany Group A/S Maintains Earnings Guidance for the Full-Year 2026Netcompany Group A/S maintained earnings guidance for the full-year 2026. For the year, the company expected revenue growth target of 15%–20% and for the Group excluding Netcompany Banking Services, Netcompany expected revenue growth between 5% and 10%.お知らせ • Feb 04Netcompany Group A/S Provides Earnings Guidance for the Company and Group for the Year 2026Netcompany Group A/S provided earnings guidance or the company and group for the year 2026. For the year, the company expects revenue growth of between 15% and 20% and For the Group excluding Netcompany Banking Services, Netcompany expect revenue growth of 5% to 10%.お知らせ • Oct 30Netcompany Group A/S Revises Earnings Guidance for the Year 2025Netcompany Group A/S revised earnings guidance for the year 2025. For the year, the company raised the bottom and narrow the range of financial guidance for full year and expects organic revenue growth between 6% and 8% (previously 5% and 10%).お知らせ • Jan 25Netcompany Group A/S Provides Revenue Guidance for 2024Netcompany Group A/S announced that for 2024, the company expects revenue growth in constant currencies of between 7% and 10%.お知らせ • Jan 25+ 2 more updatesNetcompany Provides Revenue Guidance for the Fiscal 2023Netcompany provided revenue guidance for the fiscal 2023. For 2023, the company expects revenue growth in constant currencies of between 8% and 12% - all organic.すべての更新を表示Recent updatesお知らせ • May 08Netcompany Group A/S Maintains Earnings Guidance for the Full-Year 2026Netcompany Group A/S maintained earnings guidance for the full-year 2026. For the year, the company expected revenue growth target of 15%–20% and for the Group excluding Netcompany Banking Services, Netcompany expected revenue growth between 5% and 10%.Recent Insider Transactions • May 07Partner recently bought kr.542k worth of stockOn the 6th of May, Thomas Johansen bought around 2k shares on-market at roughly kr.362 per share. This transaction amounted to 8.1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Thomas has been a net seller over the last 12 months, reducing personal holdings by kr.8.5m.Reported Earnings • May 07First quarter 2026 earnings released: EPS: kr.3.15 (vs kr.2.58 in 1Q 2025)First quarter 2026 results: EPS: kr.3.15 (up from kr.2.58 in 1Q 2025). Revenue: kr.2.41b (up 38% from 1Q 2025). Net income: kr.143.7m (up 18% from 1Q 2025). Profit margin: 6.0% (down from 7.0% in 1Q 2025). Revenue is forecast to grow 7.5% 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 16% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.New Risk • May 07New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 8.2% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (8.2% operating cash flow to total debt). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.3% net profit margin).Board Change • Apr 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. Independent Director Bart Walterus was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Mar 30Investor sentiment improves as stock rises 17%After last week's 17% share price gain to kr.373, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 10x in the IT industry in the United Kingdom. Total returns to shareholders of 51% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr.600 per share.お知らせ • Feb 07Netcompany Group A/S, Annual General Meeting, Mar 05, 2026Netcompany Group A/S, Annual General Meeting, Mar 05, 2026, at 15:00 Romance Standard Time.Recent Insider Transactions • Feb 04Partner recently sold kr.9.0m worth of stockOn the 3rd of February, Thomas Johansen sold around 26k shares on-market at roughly kr.347 per share. This transaction amounted to 58% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Thomas' only on-market trade for the last 12 months.Reported Earnings • Feb 04Full year 2025 earnings released: EPS: kr.5.48 (vs kr.9.68 in FY 2024)Full year 2025 results: EPS: kr.5.48 (down from kr.9.68 in FY 2024). Revenue: kr.7.89b (up 21% from FY 2024). Net income: kr.256.9m (down 45% from FY 2024). Profit margin: 3.3% (down from 7.2% in FY 2024). Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.お知らせ • Feb 04Netcompany Group A/S Provides Earnings Guidance for the Company and Group for the Year 2026Netcompany Group A/S provided earnings guidance or the company and group for the year 2026. For the year, the company expects revenue growth of between 15% and 20% and For the Group excluding Netcompany Banking Services, Netcompany expect revenue growth of 5% to 10%.お知らせ • Feb 03+ 2 more updatesNetcompany Group A/S to Report Q1, 2026 Results on May 06, 2026Netcompany Group A/S announced that they will report Q1, 2026 results at 9:00 AM, Central European Standard Time on May 06, 2026お知らせ • Jan 22Netcompany Group A/S to Report Fiscal Year 2025 Results on Feb 03, 2026Netcompany Group A/S announced that they will report fiscal year 2025 results at 7:30 AM, Central European Standard Time on Feb 03, 2026Buy Or Sell Opportunity • Jan 20Now 21% undervaluedOver the last 90 days, the stock has risen 18% to kr.335. The fair value is estimated to be kr.422, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has declined by 15%. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 316% in the next 2 years.Buy Or Sell Opportunity • Dec 16Now 20% undervaluedOver the last 90 days, the stock has risen 37% to kr.340. The fair value is estimated to be kr.426, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has declined by 15%. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 319% in the next 2 years.お知らせ • Dec 13Netcompany Group A/S Appoints Alexandros Manos As Chief Commercial Officer And Announces New Country Managing Partners, Effective January 1, 2026Netcompany Group A/S announced the appointment of Alexandros Manos as Chief Commercial Officer (CCO), effective January 1, 2026. Since 2021, when Netcompany acquired Intrasoft International S.A., Alexandros Manos has been the CEO of Netcompany SEE & EUI. As CCO, Alexandros Manos will lead Netcompany’s commercial agenda across all markets except Denmark with the aim of accelerating international growth. In connection with this change, Netcompany SEE & EUI will be split into two market units: Netcompany SEE and Netcompany BeLux. Christos Kontellis is appointed Country Managing Partner for Netcompany SEE and Spyros Ntokoros is appointed Country Managing Partner for Netcompany BeLux. From January 1, 2026, the Executive Management will consist of André Rogaczewski (CEO), Claus Jørgensen (COO), Thomas Johansen (CFO), and Alexandros Manos (CCO).Buy Or Sell Opportunity • Nov 07Now 20% undervaluedOver the last 90 days, the stock has risen 28% to kr.308. The fair value is estimated to be kr.388, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has declined by 15%. Revenue is forecast to grow by 34% in 2 years. Earnings are forecast to grow by 313% in the next 2 years.Reported Earnings • Oct 31Third quarter 2025 earnings released: kr.1.44 loss per share (vs kr.2.89 profit in 3Q 2024)Third quarter 2025 results: kr.1.44 loss per share (down from kr.2.89 profit in 3Q 2024). Revenue: kr.2.17b (up 34% from 3Q 2024). Net loss: kr.67.9m (down 149% from profit in 3Q 2024). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.お知らせ • Oct 30Netcompany Group A/S Revises Earnings Guidance for the Year 2025Netcompany Group A/S revised earnings guidance for the year 2025. For the year, the company raised the bottom and narrow the range of financial guidance for full year and expects organic revenue growth between 6% and 8% (previously 5% and 10%).Valuation Update With 7 Day Price Move • Oct 06Investor sentiment improves as stock rises 18%After last week's 18% share price gain to kr.282, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 17x in the IT industry in the United Kingdom. Total returns to shareholders of 16% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr.379 per share.Reported Earnings • Aug 14Second quarter 2025 earnings released: EPS: kr.1.18 (vs kr.2.47 in 2Q 2024)Second quarter 2025 results: EPS: kr.1.18 (down from kr.2.47 in 2Q 2024). Revenue: kr.1.71b (up 3.9% from 2Q 2024). Net income: kr.55.7m (down 54% from 2Q 2024). Profit margin: 3.2% (down from 7.3% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.5% 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 fallen by 9% per year and the company’s share price has also fallen by 9% per year.お知らせ • Jul 02Netcompany Group A/S (CPSE:NETC) completed the acquisition of SDC A/S from the shareholders.Netcompany Group A/S (CPSE:NETC) entered into an agreement to acquire SDC A/S from the shareholders for DKK 1 billion on February 10, 2025. The transaction values SDC at DKK 1 billion and will include a cash payment of DKK 1 billion from Netcompany to SDC’s shareholders. The cash consideration is funded by way of utilizing current credit facilities. The transaction will be fully debt financed within the existing covenants. As the agreed transaction structure is set as a merger, the closing of the transaction will formally require a two-thirds approval at a general meeting in both the companies. The remaining shareholders, and customers of SDC, will be given the opportunity to enter into a commercial IT-framework agreement with Netcompany on the same terms as the majority shareholders and irrevocably provide their approval to vote for the merger. The transaction is subject to regulatory approvals in Denmark, Norway, and Faroe Island and other customary conditions. As of March 31, 2025, regulatory approvals obtained. Closing of the transaction is expected to take place around mid-2025. The transaction has been approved by the competition authorities in Denmark, Faroe Island and Norway. Netcompany Group A/S (CPSE:NETC) completed the acquisition of SDC A/S from the shareholders on July 1, 2025. Danske Bank A/S (CPSE:DANSKE) acted as financial advisor to Netcompany Group A/S (CPSE:NETC). The transaction is expected to be EPS accretive (diluted) to Netcompany from the financial year 2026 compared to the financial year 2024. Furthermore, the transaction is expected to be double-digit percentage EPS accretive (diluted) by the financial year 2028 – also compared to the financial year 2024. To accelerate further collaboration and support integration, all employees in SDC, who are currently based in SDC’s headquarters in Ballerup, will move to Netcompany’s headquarters in Copenhagen as of the beginning of January 2026.Buy Or Sell Opportunity • Jun 26Now 22% undervaluedThe stock has been flat over the last 90 days, currently trading at kr.270. The fair value is estimated to be kr.345, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has declined by 9.7%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 68% in the next 2 years.お知らせ • Jun 04Netcompany Sets A New Standard with AI-Powered IT Tool for Legacy TransformationNetcompany is the first major IT provider in Europe to launch a pioneering AI solution that transforms how critical IT systems are modernised across the public and private sectors. What used to take years can now be completed in months. The solution has already shown promising results in Denmark and is expected to cut 30% of IT-costs. Europe faces a major challenge in modernising thousands of outdated, mission-critical IT systems. Across public and private sectors, many of these legacy systems are so complex and technically obsolete that replacement efforts have traditionally been costly, time-consuming and fraught with risk. Continuing to rely on these outdated systems will significantly hinder innovation, efficiency and security. Roughly 80% of IT budgets are spent simply keeping these systems running - budgets that could instead fund better digital services, innovation and improved security. With Feniks AI, Netcompany introduces a solution that accelerates the entire legacy transformation process - from analysis and requirements gathering to development and implementation - reducing timelines from years to months. With AI at its core, the tool analyses and documents existing systems before generating the design and structure of a new solution. The process shortens what is typically a lengthy and complex transition from outdated systems to modern IT - enabling faster, more cost-effective transformation with no disruption to operations. Feniks AI is estimated to reduce total delivery time by 30-60% in legacy transformation projects, with an expected cut in overall IT costs of 30%. It has already been used in three large-scale public sector transformations in Denmark, delivering promising results. The first version has been tested on traditional mainframe systems, Java code and selected case management systems. Over time, the solution will expand to replace large-scale SaaS platforms and other complex IT landscapes. With FeniksAI, Netcompany is setting a new standard for how to address one of Europe's greatest digital challenges - faster, smarter and with significantly lower risk.Reported Earnings • May 02First quarter 2025 earnings released: EPS: kr.2.58 (vs kr.1.89 in 1Q 2024)First quarter 2025 results: EPS: kr.2.58 (up from kr.1.89 in 1Q 2024). Revenue: kr.1.74b (up 9.1% from 1Q 2024). Net income: kr.121.7m (up 30% from 1Q 2024). Profit margin: 7.0% (up from 5.8% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.1% 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 whereas the company’s share price has fallen by 6% per year.New Risk • Mar 17New 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 7.0% 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. This is currently the only risk that has been identified for the company.お知らせ • Feb 10Netcompany Group A/S (CPSE:NETC) entered into an agreement to acquire Skandinavisk Data Center A/S from the shareholders for DKK 1.0 billion.Netcompany Group A/S (CPSE:NETC) entered into an agreement to acquire Skandinavisk Data Center A/S from the shareholders for DKK 1.0 billion on February 10, 2025. The transaction values SDC at DKK 1 billion and will include a cash payment of DKK 1 billion from Netcompany to SDC’s shareholders. The cash consideration is funded by way of utilizing current credit facilities. The transaction will be fully debt financed within the existing covenants. As the agreed transaction structure is set as a merger, the closing of the transaction will formally require a two-thirds approval at a general meeting in both the companies. The remaining shareholders, and customers of SDC, will be given the opportunity to enter into a commercial IT-framework agreement with Netcompany on the same terms as the majority shareholders and irrevocably provide their approval to vote for the merger. The transaction is subject to regulatory approvals in Denmark, Norway, and Faroe Island and other customary conditions. Closing of the transaction is expected to take place around mid-2025.お知らせ • Feb 01Netcompany Group A/S, Annual General Meeting, Mar 04, 2025Netcompany Group A/S, Annual General Meeting, Mar 04, 2025, at 15:00 Romance Standard Time.Reported Earnings • Jan 29Full year 2024 earnings released: EPS: kr.9.70 (vs kr.6.13 in FY 2023)Full year 2024 results: EPS: kr.9.70 (up from kr.6.13 in FY 2023). Revenue: kr.6.54b (up 7.6% from FY 2023). Net income: kr.470.2m (up 55% from FY 2023). Profit margin: 7.2% (up from 5.0% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.5% 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 fallen by 14% per year whereas the company’s share price has fallen by 15% per year.Buy Or Sell Opportunity • Jan 28Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.3% to kr.277. The fair value is estimated to be kr.366, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has declined by 13%. For the next 3 years, revenue is forecast to grow by 9.3% per annum. Earnings are also forecast to grow by 26% per annum over the same time period.New Risk • Nov 01New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 43% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. This is currently the only risk that has been identified for the company.Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: kr.2.89 (vs kr.1.61 in 3Q 2023)Third quarter 2024 results: EPS: kr.2.89 (up from kr.1.61 in 3Q 2023). Revenue: kr.1.61b (up 10% from 3Q 2023). Net income: kr.139.5m (up 74% from 3Q 2023). Profit margin: 8.6% (up from 5.5% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% 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 fallen by 13% per year but the company’s share price has fallen by 24% per year, which means it is performing significantly worse than earnings.お知らせ • Oct 31+ 3 more updatesNetcompany Group A/S to Report First Half, 2025 Results on Aug 14, 2025Netcompany Group A/S announced that they will report first half, 2025 results on Aug 14, 2025Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: kr.2.46 (vs kr.1.11 in 2Q 2023)Second quarter 2024 results: EPS: kr.2.46 (up from kr.1.11 in 2Q 2023). Revenue: kr.1.65b (up 11% from 2Q 2023). Net income: kr.120.0m (up 118% from 2Q 2023). Profit margin: 7.3% (up from 3.7% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.Reported Earnings • May 04First quarter 2024 earnings released: EPS: kr.1.89 (vs kr.2.10 in 1Q 2023)First quarter 2024 results: EPS: kr.1.89 (down from kr.2.10 in 1Q 2023). Revenue: kr.1.60b (up 3.8% from 1Q 2023). Net income: kr.93.4m (down 9.8% from 1Q 2023). Profit margin: 5.8% (down from 6.7% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • Feb 01Investor sentiment improves as stock rises 17%After last week's 17% share price gain to kr.276, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 23x in the IT industry in the United Kingdom. Total loss to shareholders of 53% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr.403 per share.Reported Earnings • Jan 26Full year 2023 earnings released: EPS: kr.6.13 (vs kr.12.27 in FY 2022)Full year 2023 results: EPS: kr.6.13 (down from kr.12.27 in FY 2022). Revenue: kr.6.08b (up 9.6% from FY 2022). Net income: kr.303.5m (down 50% from FY 2022). Profit margin: 5.0% (down from 11% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.お知らせ • Jan 25Netcompany Group A/S Provides Revenue Guidance for 2024Netcompany Group A/S announced that for 2024, the company expects revenue growth in constant currencies of between 7% and 10%.Buying Opportunity • Dec 28Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 16%. The fair value is estimated to be kr.287, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 20% in 2 years. Earnings is forecast to grow by 55% in the next 2 years.お知らせ • Nov 03+ 4 more updatesNetcompany Group A/S to Report First Half, 2024 Results on Aug 14, 2024Netcompany Group A/S announced that they will report first half, 2024 results on Aug 14, 2024Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: kr.1.61 (vs kr.3.45 in 3Q 2022)Third quarter 2023 results: EPS: kr.1.61 (down from kr.3.45 in 3Q 2022). Revenue: kr.1.46b (up 8.4% from 3Q 2022). Net income: kr.80.0m (down 53% from 3Q 2022). Profit margin: 5.5% (down from 13% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 17Second quarter 2023 earnings released: EPS: kr.1.11 (vs kr.1.72 in 2Q 2022)Second quarter 2023 results: EPS: kr.1.11 (down from kr.1.72 in 2Q 2022). Revenue: kr.1.49b (up 14% from 2Q 2022). Net income: kr.55.0m (down 35% from 2Q 2022). Profit margin: 3.7% (down from 6.5% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.3% 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 18% per year, which means it is significantly lagging earnings.Buying Opportunity • Aug 16Now 27% undervalued after recent price dropOver the last 90 days, the stock is down 1.0%. The fair value is estimated to be kr.364, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 25% in 2 years. Earnings is forecast to grow by 33% in the next 2 years.Reported Earnings • May 04First quarter 2023 earnings released: EPS: kr.2.10 (vs kr.2.71 in 1Q 2022)First quarter 2023 results: EPS: kr.2.10 (down from kr.2.71 in 1Q 2022). Revenue: kr.1.54b (up 12% from 1Q 2022). Net income: kr.103.6m (down 22% from 1Q 2022). Profit margin: 6.7% (down from 9.7% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Buying Opportunity • Mar 27Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be kr.301, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings is also forecast to grow by 16% per annum over the same time period.Buying Opportunity • Feb 27Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 24%. The fair value is estimated to be kr.321, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings is also forecast to grow by 16% per annum over the same time period.Reported Earnings • Jan 26Full year 2022 earnings released: EPS: kr.12.27 (vs kr.11.74 in FY 2021)Full year 2022 results: EPS: kr.12.27 (up from kr.11.74 in FY 2021). Revenue: kr.5.54b (up 53% from FY 2021). Net income: kr.603.4m (up 4.7% from FY 2021). Profit margin: 11% (down from 16% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 16% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jan 25Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to kr.252, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 25x in the IT industry in the United Kingdom. Total loss to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr.332 per share.Valuation Update With 7 Day Price Move • Jan 25Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to kr.252, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 25x in the IT industry in the United Kingdom. Total loss to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr.332 per share.お知らせ • Jan 25+ 2 more updatesNetcompany Provides Revenue Guidance for the Fiscal 2023Netcompany provided revenue guidance for the fiscal 2023. For 2023, the company expects revenue growth in constant currencies of between 8% and 12% - all organic.Buying Opportunity • Jan 12Now 20% undervaluedOver the last 90 days, the stock is up 27%. The fair value is estimated to be kr.387, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 30% in 2 years. Earnings is forecast to grow by 78% in the next 2 years.お知らせ • Jan 03Netcompany Group A/S to Report Q4, 2022 Results on Jan 25, 2023Netcompany Group A/S announced that they will report Q4, 2022 results on Jan 25, 2023Reported Earnings • Nov 04Third quarter 2022 earnings released: EPS: kr.3.45 (vs kr.2.21 in 3Q 2021)Third quarter 2022 results: EPS: kr.3.45 (up from kr.2.21 in 3Q 2021). Revenue: kr.1.35b (up 69% from 3Q 2021). Net income: kr.169.7m (up 56% from 3Q 2021). Profit margin: 13% (down from 14% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Software 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 only increased by 4% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Nov 03Investor sentiment improved over the past weekAfter last week's 25% share price gain to kr.326, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 28x in the Software industry in the United Kingdom. Total returns to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr.510 per share.Reported Earnings • Aug 14Second quarter 2022 earnings released: EPS: kr.1.72 (vs kr.2.29 in 2Q 2021)Second quarter 2022 results: EPS: kr.1.72 (down from kr.2.29 in 2Q 2021). Revenue: kr.1.31b (up 58% from 2Q 2021). Net income: kr.84.7m (down 25% from 2Q 2021). Profit margin: 6.5% (down from 14% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 27%, compared to a 21% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 12% per year.Valuation Update With 7 Day Price Move • Aug 12Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to kr.342, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 36x in the Software industry in the United Kingdom. Total returns to shareholders of 40% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr.659 per share.Valuation Update With 7 Day Price Move • Jun 17Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to kr.352, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 35x in the Software industry in the United Kingdom. Total returns to shareholders of 37% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr.542 per share.Buying Opportunity • Jun 09Now 21% undervaluedOver the last 90 days, the stock is up 4.7%. The fair value is estimated to be kr.530, 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 20%. Revenue is forecast to grow by 61% in 2 years. Earnings is forecast to grow by 85% in the next 2 years.Reported Earnings • May 06First quarter 2022 earnings released: EPS: kr.2.71 (vs kr.4.06 in 1Q 2021)First quarter 2022 results: EPS: kr.2.71 (down from kr.4.06 in 1Q 2021). Revenue: kr.1.37b (up 60% from 1Q 2021). Net income: kr.133.4m (down 33% from 1Q 2021). Profit margin: 9.7% (down from 23% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 40%, compared to a 26% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Apr 11Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 28%. The fair value is estimated to be kr.550, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings is also forecast to grow by 21% per annum over the same time period.Buying Opportunity • Mar 24Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 34%. The fair value is estimated to be kr.552, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% per annum over the last 3 years. Earnings per share has grown by 24% per annum over the last 3 years.Buying Opportunity • Mar 04Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 42%. The fair value is estimated to be kr.518, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% per annum over the last 3 years. Earnings per share has grown by 24% per annum over the last 3 years.Buying Opportunity • Feb 14Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 42%. The fair value is estimated to be kr.555, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% per annum over the last 3 years. Earnings per share has grown by 24% per annum over the last 3 years.Reported Earnings • Jan 26Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: kr.11.74 (up from kr.6.56 in FY 2020). Revenue: kr.3.63b (up 28% from FY 2020). Net income: kr.576.1m (up 79% from FY 2020). Profit margin: 16% (up from 11% 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 59%, compared to a 29% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jan 25Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to kr.486, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 33x in the Software industry in the United Kingdom. Total returns to shareholders of 122% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr.649 per share.Buying Opportunity • Jan 25Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 34%. The fair value is estimated to be kr.649, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% per annum over the last 3 years. Earnings per share has grown by 26% per annum over the last 3 years.Valuation Update With 7 Day Price Move • Jan 10Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to kr.602, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 34x in the Software industry in the United Kingdom. Total returns to shareholders of 160% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr.711 per share.Reported Earnings • Nov 05Third quarter 2021 earnings released: EPS kr.2.21 (vs kr.2.61 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: kr.798.0m (up 15% from 3Q 2020). Net income: kr.108.6m (down 15% from 3Q 2020). Profit margin: 14% (down from 18% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 50% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 21Second quarter 2021 earnings released: EPS kr.2.29 (vs kr.1.96 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: kr.826.7m (up 22% from 2Q 2020). Net income: kr.112.4m (up 17% from 2Q 2020). Profit margin: 14% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • May 06First quarter 2021 earnings released: EPS kr.4.06 (vs kr.1.89 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: kr.855.1m (up 23% from 1Q 2020). Net income: kr.199.5m (up 115% from 1Q 2020). Profit margin: 23% (up from 13% in 1Q 2020). The increase in margin was driven by higher revenue.Reported Earnings • Jan 30Full year 2020 earnings released: EPS kr.6.56 (vs kr.7.91 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: kr.2.84b (up 16% from FY 2019). Net income: kr.321.9m (down 17% from FY 2019). Profit margin: 11% (down from 16% in FY 2019). The decrease in margin was driven by higher expenses.Analyst Estimate Surprise Post Earnings • Jan 30Revenue misses expectationsRevenue missed analyst estimates by 0.6%. Over the next year, revenue is forecast to grow 18%, compared to a 6.9% growth forecast for the Software industry in the United Kingdom.Is New 90 Day High Low • Dec 24New 90-day high: kr.611The company is up 17% from its price of kr.522 on 24 September 2020. The British market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is down 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is kr.401 per share.Reported Earnings • Nov 07Third quarter 2020 earnings released: EPS kr.2.61The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: kr.694.7m (up 17% from 3Q 2019). Net income: kr.128.1m (up 25% from 3Q 2019). Profit margin: 18% (up from 17% in 3Q 2019). The increase in margin was driven by higher revenue.Is New 90 Day High Low • Oct 10New 90-day high: kr.554The company is up 19% from its price of kr.467 on 10 July 2020. The British market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is kr.312 per share.業績と収益の成長予測LSE:0YH9 - アナリストの将来予測と過去の財務データ ( )DKK 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12/31/202810,8941,2441,3331,526612/31/202710,1831,0231,0691,320812/31/20269,4368906361,06383/31/20268,561279-17241N/A12/31/20257,892257356583N/A9/30/20257,305227551767N/A6/30/20256,751435752942N/A3/31/20256,6874998941,042N/A12/31/20246,541470821967N/A9/30/20246,445418671817N/A6/30/20246,293359627774N/A3/31/20246,136293406597N/A12/31/20236,078304552759N/A9/30/20236,015454493725N/A6/30/20235,902543614855N/A3/31/20235,713574694894N/A12/31/20225,545603603773N/A9/30/20225,177544414537N/A6/30/20224,627482376461N/A3/31/20224,148510358416N/A12/31/20213,632576408466N/A9/30/20213,253426482516N/A6/30/20213,149445449481N/A3/31/20212,998429563593N/A12/31/20202,839322557581N/A9/30/20202,737442465494N/A6/30/20202,634417441470N/A3/31/20202,552383456486N/A12/31/20192,454388N/A460N/A9/30/20192,326331N/A366N/A6/30/20192,224307N/A292N/A3/31/20192,134229N/A197N/A12/31/20182,053181N/A186N/A9/30/20181,953153N/A260N/A6/30/20181,800118N/A250N/A3/31/20181,600157N/A223N/A12/31/20171,416142N/A195N/A12/31/201690033N/A117N/A12/31/2015758188N/A217N/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: 0YH9の予測収益成長率 (年間38.1% ) は 貯蓄率 ( 3.4% ) を上回っています。収益対市場: 0YH9の収益 ( 38.1% ) はUK市場 ( 11.5% ) よりも速いペースで成長すると予測されています。高成長収益: 0YH9の収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 0YH9の収益 ( 7.9% ) UK市場 ( 4.5% ) よりも速いペースで成長すると予測されています。高い収益成長: 0YH9の収益 ( 7.9% ) 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: 0YH9の 自己資本利益率 は、3年後には高くなると予測されています ( 27.4 %)成長企業の発掘7D1Y7D1Y7D1YSoftware 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/25 04:14終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Netcompany Group A/S 8 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null nullABG Sundal CollierOrson RoutBarclaysOrson RoutBarclays10 その他のアナリストを表示
お知らせ • May 08Netcompany Group A/S Maintains Earnings Guidance for the Full-Year 2026Netcompany Group A/S maintained earnings guidance for the full-year 2026. For the year, the company expected revenue growth target of 15%–20% and for the Group excluding Netcompany Banking Services, Netcompany expected revenue growth between 5% and 10%.
お知らせ • Feb 04Netcompany Group A/S Provides Earnings Guidance for the Company and Group for the Year 2026Netcompany Group A/S provided earnings guidance or the company and group for the year 2026. For the year, the company expects revenue growth of between 15% and 20% and For the Group excluding Netcompany Banking Services, Netcompany expect revenue growth of 5% to 10%.
お知らせ • Oct 30Netcompany Group A/S Revises Earnings Guidance for the Year 2025Netcompany Group A/S revised earnings guidance for the year 2025. For the year, the company raised the bottom and narrow the range of financial guidance for full year and expects organic revenue growth between 6% and 8% (previously 5% and 10%).
お知らせ • Jan 25Netcompany Group A/S Provides Revenue Guidance for 2024Netcompany Group A/S announced that for 2024, the company expects revenue growth in constant currencies of between 7% and 10%.
お知らせ • Jan 25+ 2 more updatesNetcompany Provides Revenue Guidance for the Fiscal 2023Netcompany provided revenue guidance for the fiscal 2023. For 2023, the company expects revenue growth in constant currencies of between 8% and 12% - all organic.
お知らせ • May 08Netcompany Group A/S Maintains Earnings Guidance for the Full-Year 2026Netcompany Group A/S maintained earnings guidance for the full-year 2026. For the year, the company expected revenue growth target of 15%–20% and for the Group excluding Netcompany Banking Services, Netcompany expected revenue growth between 5% and 10%.
Recent Insider Transactions • May 07Partner recently bought kr.542k worth of stockOn the 6th of May, Thomas Johansen bought around 2k shares on-market at roughly kr.362 per share. This transaction amounted to 8.1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Thomas has been a net seller over the last 12 months, reducing personal holdings by kr.8.5m.
Reported Earnings • May 07First quarter 2026 earnings released: EPS: kr.3.15 (vs kr.2.58 in 1Q 2025)First quarter 2026 results: EPS: kr.3.15 (up from kr.2.58 in 1Q 2025). Revenue: kr.2.41b (up 38% from 1Q 2025). Net income: kr.143.7m (up 18% from 1Q 2025). Profit margin: 6.0% (down from 7.0% in 1Q 2025). Revenue is forecast to grow 7.5% 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 16% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
New Risk • May 07New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 8.2% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (8.2% operating cash flow to total debt). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.3% net profit margin).
Board Change • Apr 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. Independent Director Bart Walterus was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Mar 30Investor sentiment improves as stock rises 17%After last week's 17% share price gain to kr.373, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 10x in the IT industry in the United Kingdom. Total returns to shareholders of 51% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr.600 per share.
お知らせ • Feb 07Netcompany Group A/S, Annual General Meeting, Mar 05, 2026Netcompany Group A/S, Annual General Meeting, Mar 05, 2026, at 15:00 Romance Standard Time.
Recent Insider Transactions • Feb 04Partner recently sold kr.9.0m worth of stockOn the 3rd of February, Thomas Johansen sold around 26k shares on-market at roughly kr.347 per share. This transaction amounted to 58% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Thomas' only on-market trade for the last 12 months.
Reported Earnings • Feb 04Full year 2025 earnings released: EPS: kr.5.48 (vs kr.9.68 in FY 2024)Full year 2025 results: EPS: kr.5.48 (down from kr.9.68 in FY 2024). Revenue: kr.7.89b (up 21% from FY 2024). Net income: kr.256.9m (down 45% from FY 2024). Profit margin: 3.3% (down from 7.2% in FY 2024). Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
お知らせ • Feb 04Netcompany Group A/S Provides Earnings Guidance for the Company and Group for the Year 2026Netcompany Group A/S provided earnings guidance or the company and group for the year 2026. For the year, the company expects revenue growth of between 15% and 20% and For the Group excluding Netcompany Banking Services, Netcompany expect revenue growth of 5% to 10%.
お知らせ • Feb 03+ 2 more updatesNetcompany Group A/S to Report Q1, 2026 Results on May 06, 2026Netcompany Group A/S announced that they will report Q1, 2026 results at 9:00 AM, Central European Standard Time on May 06, 2026
お知らせ • Jan 22Netcompany Group A/S to Report Fiscal Year 2025 Results on Feb 03, 2026Netcompany Group A/S announced that they will report fiscal year 2025 results at 7:30 AM, Central European Standard Time on Feb 03, 2026
Buy Or Sell Opportunity • Jan 20Now 21% undervaluedOver the last 90 days, the stock has risen 18% to kr.335. The fair value is estimated to be kr.422, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has declined by 15%. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 316% in the next 2 years.
Buy Or Sell Opportunity • Dec 16Now 20% undervaluedOver the last 90 days, the stock has risen 37% to kr.340. The fair value is estimated to be kr.426, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has declined by 15%. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 319% in the next 2 years.
お知らせ • Dec 13Netcompany Group A/S Appoints Alexandros Manos As Chief Commercial Officer And Announces New Country Managing Partners, Effective January 1, 2026Netcompany Group A/S announced the appointment of Alexandros Manos as Chief Commercial Officer (CCO), effective January 1, 2026. Since 2021, when Netcompany acquired Intrasoft International S.A., Alexandros Manos has been the CEO of Netcompany SEE & EUI. As CCO, Alexandros Manos will lead Netcompany’s commercial agenda across all markets except Denmark with the aim of accelerating international growth. In connection with this change, Netcompany SEE & EUI will be split into two market units: Netcompany SEE and Netcompany BeLux. Christos Kontellis is appointed Country Managing Partner for Netcompany SEE and Spyros Ntokoros is appointed Country Managing Partner for Netcompany BeLux. From January 1, 2026, the Executive Management will consist of André Rogaczewski (CEO), Claus Jørgensen (COO), Thomas Johansen (CFO), and Alexandros Manos (CCO).
Buy Or Sell Opportunity • Nov 07Now 20% undervaluedOver the last 90 days, the stock has risen 28% to kr.308. The fair value is estimated to be kr.388, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has declined by 15%. Revenue is forecast to grow by 34% in 2 years. Earnings are forecast to grow by 313% in the next 2 years.
Reported Earnings • Oct 31Third quarter 2025 earnings released: kr.1.44 loss per share (vs kr.2.89 profit in 3Q 2024)Third quarter 2025 results: kr.1.44 loss per share (down from kr.2.89 profit in 3Q 2024). Revenue: kr.2.17b (up 34% from 3Q 2024). Net loss: kr.67.9m (down 149% from profit in 3Q 2024). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
お知らせ • Oct 30Netcompany Group A/S Revises Earnings Guidance for the Year 2025Netcompany Group A/S revised earnings guidance for the year 2025. For the year, the company raised the bottom and narrow the range of financial guidance for full year and expects organic revenue growth between 6% and 8% (previously 5% and 10%).
Valuation Update With 7 Day Price Move • Oct 06Investor sentiment improves as stock rises 18%After last week's 18% share price gain to kr.282, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 17x in the IT industry in the United Kingdom. Total returns to shareholders of 16% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr.379 per share.
Reported Earnings • Aug 14Second quarter 2025 earnings released: EPS: kr.1.18 (vs kr.2.47 in 2Q 2024)Second quarter 2025 results: EPS: kr.1.18 (down from kr.2.47 in 2Q 2024). Revenue: kr.1.71b (up 3.9% from 2Q 2024). Net income: kr.55.7m (down 54% from 2Q 2024). Profit margin: 3.2% (down from 7.3% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.5% 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 fallen by 9% per year and the company’s share price has also fallen by 9% per year.
お知らせ • Jul 02Netcompany Group A/S (CPSE:NETC) completed the acquisition of SDC A/S from the shareholders.Netcompany Group A/S (CPSE:NETC) entered into an agreement to acquire SDC A/S from the shareholders for DKK 1 billion on February 10, 2025. The transaction values SDC at DKK 1 billion and will include a cash payment of DKK 1 billion from Netcompany to SDC’s shareholders. The cash consideration is funded by way of utilizing current credit facilities. The transaction will be fully debt financed within the existing covenants. As the agreed transaction structure is set as a merger, the closing of the transaction will formally require a two-thirds approval at a general meeting in both the companies. The remaining shareholders, and customers of SDC, will be given the opportunity to enter into a commercial IT-framework agreement with Netcompany on the same terms as the majority shareholders and irrevocably provide their approval to vote for the merger. The transaction is subject to regulatory approvals in Denmark, Norway, and Faroe Island and other customary conditions. As of March 31, 2025, regulatory approvals obtained. Closing of the transaction is expected to take place around mid-2025. The transaction has been approved by the competition authorities in Denmark, Faroe Island and Norway. Netcompany Group A/S (CPSE:NETC) completed the acquisition of SDC A/S from the shareholders on July 1, 2025. Danske Bank A/S (CPSE:DANSKE) acted as financial advisor to Netcompany Group A/S (CPSE:NETC). The transaction is expected to be EPS accretive (diluted) to Netcompany from the financial year 2026 compared to the financial year 2024. Furthermore, the transaction is expected to be double-digit percentage EPS accretive (diluted) by the financial year 2028 – also compared to the financial year 2024. To accelerate further collaboration and support integration, all employees in SDC, who are currently based in SDC’s headquarters in Ballerup, will move to Netcompany’s headquarters in Copenhagen as of the beginning of January 2026.
Buy Or Sell Opportunity • Jun 26Now 22% undervaluedThe stock has been flat over the last 90 days, currently trading at kr.270. The fair value is estimated to be kr.345, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has declined by 9.7%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 68% in the next 2 years.
お知らせ • Jun 04Netcompany Sets A New Standard with AI-Powered IT Tool for Legacy TransformationNetcompany is the first major IT provider in Europe to launch a pioneering AI solution that transforms how critical IT systems are modernised across the public and private sectors. What used to take years can now be completed in months. The solution has already shown promising results in Denmark and is expected to cut 30% of IT-costs. Europe faces a major challenge in modernising thousands of outdated, mission-critical IT systems. Across public and private sectors, many of these legacy systems are so complex and technically obsolete that replacement efforts have traditionally been costly, time-consuming and fraught with risk. Continuing to rely on these outdated systems will significantly hinder innovation, efficiency and security. Roughly 80% of IT budgets are spent simply keeping these systems running - budgets that could instead fund better digital services, innovation and improved security. With Feniks AI, Netcompany introduces a solution that accelerates the entire legacy transformation process - from analysis and requirements gathering to development and implementation - reducing timelines from years to months. With AI at its core, the tool analyses and documents existing systems before generating the design and structure of a new solution. The process shortens what is typically a lengthy and complex transition from outdated systems to modern IT - enabling faster, more cost-effective transformation with no disruption to operations. Feniks AI is estimated to reduce total delivery time by 30-60% in legacy transformation projects, with an expected cut in overall IT costs of 30%. It has already been used in three large-scale public sector transformations in Denmark, delivering promising results. The first version has been tested on traditional mainframe systems, Java code and selected case management systems. Over time, the solution will expand to replace large-scale SaaS platforms and other complex IT landscapes. With FeniksAI, Netcompany is setting a new standard for how to address one of Europe's greatest digital challenges - faster, smarter and with significantly lower risk.
Reported Earnings • May 02First quarter 2025 earnings released: EPS: kr.2.58 (vs kr.1.89 in 1Q 2024)First quarter 2025 results: EPS: kr.2.58 (up from kr.1.89 in 1Q 2024). Revenue: kr.1.74b (up 9.1% from 1Q 2024). Net income: kr.121.7m (up 30% from 1Q 2024). Profit margin: 7.0% (up from 5.8% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.1% 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 whereas the company’s share price has fallen by 6% per year.
New Risk • Mar 17New 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 7.0% 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. This is currently the only risk that has been identified for the company.
お知らせ • Feb 10Netcompany Group A/S (CPSE:NETC) entered into an agreement to acquire Skandinavisk Data Center A/S from the shareholders for DKK 1.0 billion.Netcompany Group A/S (CPSE:NETC) entered into an agreement to acquire Skandinavisk Data Center A/S from the shareholders for DKK 1.0 billion on February 10, 2025. The transaction values SDC at DKK 1 billion and will include a cash payment of DKK 1 billion from Netcompany to SDC’s shareholders. The cash consideration is funded by way of utilizing current credit facilities. The transaction will be fully debt financed within the existing covenants. As the agreed transaction structure is set as a merger, the closing of the transaction will formally require a two-thirds approval at a general meeting in both the companies. The remaining shareholders, and customers of SDC, will be given the opportunity to enter into a commercial IT-framework agreement with Netcompany on the same terms as the majority shareholders and irrevocably provide their approval to vote for the merger. The transaction is subject to regulatory approvals in Denmark, Norway, and Faroe Island and other customary conditions. Closing of the transaction is expected to take place around mid-2025.
お知らせ • Feb 01Netcompany Group A/S, Annual General Meeting, Mar 04, 2025Netcompany Group A/S, Annual General Meeting, Mar 04, 2025, at 15:00 Romance Standard Time.
Reported Earnings • Jan 29Full year 2024 earnings released: EPS: kr.9.70 (vs kr.6.13 in FY 2023)Full year 2024 results: EPS: kr.9.70 (up from kr.6.13 in FY 2023). Revenue: kr.6.54b (up 7.6% from FY 2023). Net income: kr.470.2m (up 55% from FY 2023). Profit margin: 7.2% (up from 5.0% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.5% 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 fallen by 14% per year whereas the company’s share price has fallen by 15% per year.
Buy Or Sell Opportunity • Jan 28Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.3% to kr.277. The fair value is estimated to be kr.366, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has declined by 13%. For the next 3 years, revenue is forecast to grow by 9.3% per annum. Earnings are also forecast to grow by 26% per annum over the same time period.
New Risk • Nov 01New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 43% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. This is currently the only risk that has been identified for the company.
Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: kr.2.89 (vs kr.1.61 in 3Q 2023)Third quarter 2024 results: EPS: kr.2.89 (up from kr.1.61 in 3Q 2023). Revenue: kr.1.61b (up 10% from 3Q 2023). Net income: kr.139.5m (up 74% from 3Q 2023). Profit margin: 8.6% (up from 5.5% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% 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 fallen by 13% per year but the company’s share price has fallen by 24% per year, which means it is performing significantly worse than earnings.
お知らせ • Oct 31+ 3 more updatesNetcompany Group A/S to Report First Half, 2025 Results on Aug 14, 2025Netcompany Group A/S announced that they will report first half, 2025 results on Aug 14, 2025
Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: kr.2.46 (vs kr.1.11 in 2Q 2023)Second quarter 2024 results: EPS: kr.2.46 (up from kr.1.11 in 2Q 2023). Revenue: kr.1.65b (up 11% from 2Q 2023). Net income: kr.120.0m (up 118% from 2Q 2023). Profit margin: 7.3% (up from 3.7% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.
Reported Earnings • May 04First quarter 2024 earnings released: EPS: kr.1.89 (vs kr.2.10 in 1Q 2023)First quarter 2024 results: EPS: kr.1.89 (down from kr.2.10 in 1Q 2023). Revenue: kr.1.60b (up 3.8% from 1Q 2023). Net income: kr.93.4m (down 9.8% from 1Q 2023). Profit margin: 5.8% (down from 6.7% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • Feb 01Investor sentiment improves as stock rises 17%After last week's 17% share price gain to kr.276, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 23x in the IT industry in the United Kingdom. Total loss to shareholders of 53% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr.403 per share.
Reported Earnings • Jan 26Full year 2023 earnings released: EPS: kr.6.13 (vs kr.12.27 in FY 2022)Full year 2023 results: EPS: kr.6.13 (down from kr.12.27 in FY 2022). Revenue: kr.6.08b (up 9.6% from FY 2022). Net income: kr.303.5m (down 50% from FY 2022). Profit margin: 5.0% (down from 11% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.
お知らせ • Jan 25Netcompany Group A/S Provides Revenue Guidance for 2024Netcompany Group A/S announced that for 2024, the company expects revenue growth in constant currencies of between 7% and 10%.
Buying Opportunity • Dec 28Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 16%. The fair value is estimated to be kr.287, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 20% in 2 years. Earnings is forecast to grow by 55% in the next 2 years.
お知らせ • Nov 03+ 4 more updatesNetcompany Group A/S to Report First Half, 2024 Results on Aug 14, 2024Netcompany Group A/S announced that they will report first half, 2024 results on Aug 14, 2024
Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: kr.1.61 (vs kr.3.45 in 3Q 2022)Third quarter 2023 results: EPS: kr.1.61 (down from kr.3.45 in 3Q 2022). Revenue: kr.1.46b (up 8.4% from 3Q 2022). Net income: kr.80.0m (down 53% from 3Q 2022). Profit margin: 5.5% (down from 13% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 17Second quarter 2023 earnings released: EPS: kr.1.11 (vs kr.1.72 in 2Q 2022)Second quarter 2023 results: EPS: kr.1.11 (down from kr.1.72 in 2Q 2022). Revenue: kr.1.49b (up 14% from 2Q 2022). Net income: kr.55.0m (down 35% from 2Q 2022). Profit margin: 3.7% (down from 6.5% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.3% 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 18% per year, which means it is significantly lagging earnings.
Buying Opportunity • Aug 16Now 27% undervalued after recent price dropOver the last 90 days, the stock is down 1.0%. The fair value is estimated to be kr.364, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 25% in 2 years. Earnings is forecast to grow by 33% in the next 2 years.
Reported Earnings • May 04First quarter 2023 earnings released: EPS: kr.2.10 (vs kr.2.71 in 1Q 2022)First quarter 2023 results: EPS: kr.2.10 (down from kr.2.71 in 1Q 2022). Revenue: kr.1.54b (up 12% from 1Q 2022). Net income: kr.103.6m (down 22% from 1Q 2022). Profit margin: 6.7% (down from 9.7% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Buying Opportunity • Mar 27Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be kr.301, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings is also forecast to grow by 16% per annum over the same time period.
Buying Opportunity • Feb 27Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 24%. The fair value is estimated to be kr.321, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings is also forecast to grow by 16% per annum over the same time period.
Reported Earnings • Jan 26Full year 2022 earnings released: EPS: kr.12.27 (vs kr.11.74 in FY 2021)Full year 2022 results: EPS: kr.12.27 (up from kr.11.74 in FY 2021). Revenue: kr.5.54b (up 53% from FY 2021). Net income: kr.603.4m (up 4.7% from FY 2021). Profit margin: 11% (down from 16% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 16% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jan 25Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to kr.252, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 25x in the IT industry in the United Kingdom. Total loss to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr.332 per share.
Valuation Update With 7 Day Price Move • Jan 25Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to kr.252, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 25x in the IT industry in the United Kingdom. Total loss to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr.332 per share.
お知らせ • Jan 25+ 2 more updatesNetcompany Provides Revenue Guidance for the Fiscal 2023Netcompany provided revenue guidance for the fiscal 2023. For 2023, the company expects revenue growth in constant currencies of between 8% and 12% - all organic.
Buying Opportunity • Jan 12Now 20% undervaluedOver the last 90 days, the stock is up 27%. The fair value is estimated to be kr.387, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 30% in 2 years. Earnings is forecast to grow by 78% in the next 2 years.
お知らせ • Jan 03Netcompany Group A/S to Report Q4, 2022 Results on Jan 25, 2023Netcompany Group A/S announced that they will report Q4, 2022 results on Jan 25, 2023
Reported Earnings • Nov 04Third quarter 2022 earnings released: EPS: kr.3.45 (vs kr.2.21 in 3Q 2021)Third quarter 2022 results: EPS: kr.3.45 (up from kr.2.21 in 3Q 2021). Revenue: kr.1.35b (up 69% from 3Q 2021). Net income: kr.169.7m (up 56% from 3Q 2021). Profit margin: 13% (down from 14% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Software 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 only increased by 4% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Nov 03Investor sentiment improved over the past weekAfter last week's 25% share price gain to kr.326, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 28x in the Software industry in the United Kingdom. Total returns to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr.510 per share.
Reported Earnings • Aug 14Second quarter 2022 earnings released: EPS: kr.1.72 (vs kr.2.29 in 2Q 2021)Second quarter 2022 results: EPS: kr.1.72 (down from kr.2.29 in 2Q 2021). Revenue: kr.1.31b (up 58% from 2Q 2021). Net income: kr.84.7m (down 25% from 2Q 2021). Profit margin: 6.5% (down from 14% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 27%, compared to a 21% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 12% per year.
Valuation Update With 7 Day Price Move • Aug 12Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to kr.342, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 36x in the Software industry in the United Kingdom. Total returns to shareholders of 40% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr.659 per share.
Valuation Update With 7 Day Price Move • Jun 17Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to kr.352, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 35x in the Software industry in the United Kingdom. Total returns to shareholders of 37% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr.542 per share.
Buying Opportunity • Jun 09Now 21% undervaluedOver the last 90 days, the stock is up 4.7%. The fair value is estimated to be kr.530, 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 20%. Revenue is forecast to grow by 61% in 2 years. Earnings is forecast to grow by 85% in the next 2 years.
Reported Earnings • May 06First quarter 2022 earnings released: EPS: kr.2.71 (vs kr.4.06 in 1Q 2021)First quarter 2022 results: EPS: kr.2.71 (down from kr.4.06 in 1Q 2021). Revenue: kr.1.37b (up 60% from 1Q 2021). Net income: kr.133.4m (down 33% from 1Q 2021). Profit margin: 9.7% (down from 23% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 40%, compared to a 26% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Apr 11Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 28%. The fair value is estimated to be kr.550, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings is also forecast to grow by 21% per annum over the same time period.
Buying Opportunity • Mar 24Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 34%. The fair value is estimated to be kr.552, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% per annum over the last 3 years. Earnings per share has grown by 24% per annum over the last 3 years.
Buying Opportunity • Mar 04Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 42%. The fair value is estimated to be kr.518, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% per annum over the last 3 years. Earnings per share has grown by 24% per annum over the last 3 years.
Buying Opportunity • Feb 14Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 42%. The fair value is estimated to be kr.555, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% per annum over the last 3 years. Earnings per share has grown by 24% per annum over the last 3 years.
Reported Earnings • Jan 26Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: kr.11.74 (up from kr.6.56 in FY 2020). Revenue: kr.3.63b (up 28% from FY 2020). Net income: kr.576.1m (up 79% from FY 2020). Profit margin: 16% (up from 11% 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 59%, compared to a 29% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jan 25Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to kr.486, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 33x in the Software industry in the United Kingdom. Total returns to shareholders of 122% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr.649 per share.
Buying Opportunity • Jan 25Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 34%. The fair value is estimated to be kr.649, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% per annum over the last 3 years. Earnings per share has grown by 26% per annum over the last 3 years.
Valuation Update With 7 Day Price Move • Jan 10Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to kr.602, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 34x in the Software industry in the United Kingdom. Total returns to shareholders of 160% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr.711 per share.
Reported Earnings • Nov 05Third quarter 2021 earnings released: EPS kr.2.21 (vs kr.2.61 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: kr.798.0m (up 15% from 3Q 2020). Net income: kr.108.6m (down 15% from 3Q 2020). Profit margin: 14% (down from 18% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 50% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 21Second quarter 2021 earnings released: EPS kr.2.29 (vs kr.1.96 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: kr.826.7m (up 22% from 2Q 2020). Net income: kr.112.4m (up 17% from 2Q 2020). Profit margin: 14% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • May 06First quarter 2021 earnings released: EPS kr.4.06 (vs kr.1.89 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: kr.855.1m (up 23% from 1Q 2020). Net income: kr.199.5m (up 115% from 1Q 2020). Profit margin: 23% (up from 13% in 1Q 2020). The increase in margin was driven by higher revenue.
Reported Earnings • Jan 30Full year 2020 earnings released: EPS kr.6.56 (vs kr.7.91 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: kr.2.84b (up 16% from FY 2019). Net income: kr.321.9m (down 17% from FY 2019). Profit margin: 11% (down from 16% in FY 2019). The decrease in margin was driven by higher expenses.
Analyst Estimate Surprise Post Earnings • Jan 30Revenue misses expectationsRevenue missed analyst estimates by 0.6%. Over the next year, revenue is forecast to grow 18%, compared to a 6.9% growth forecast for the Software industry in the United Kingdom.
Is New 90 Day High Low • Dec 24New 90-day high: kr.611The company is up 17% from its price of kr.522 on 24 September 2020. The British market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is down 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is kr.401 per share.
Reported Earnings • Nov 07Third quarter 2020 earnings released: EPS kr.2.61The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: kr.694.7m (up 17% from 3Q 2019). Net income: kr.128.1m (up 25% from 3Q 2019). Profit margin: 18% (up from 17% in 3Q 2019). The increase in margin was driven by higher revenue.
Is New 90 Day High Low • Oct 10New 90-day high: kr.554The company is up 19% from its price of kr.467 on 10 July 2020. The British market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is kr.312 per share.