View Past PerformanceComputacenter バランスシートの健全性財務の健全性 基準チェック /66Computacenterの総株主資本は£897.9M 、総負債は£22.5Mで、負債比率は2.5%となります。総資産と総負債はそれぞれ£4.1Bと£3.2Bです。 Computacenterの EBIT は£264.6Mで、利息カバレッジ比率155.6です。現金および短期投資は£629.1Mです。主要情報2.51%負債資本比率UK£22.50m負債インタレスト・カバレッジ・レシオ155.6x現金UK£629.10mエクイティUK£897.90m負債合計UK£3.17b総資産UK£4.06b財務の健全性に関する最新情報分析記事 • Nov 13Is Computacenter (LON:CCC) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...分析記事 • May 30These 4 Measures Indicate That Computacenter (LON:CCC) Is Using Debt Reasonably WellThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...すべての更新を表示Recent updatesPrice Target Changed • May 03Price target increased by 7.9% to UK£38.08Up from UK£35.29, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of UK£37.70. Stock is up 51% over the past year. The company is forecast to post earnings per share of UK£1.91 for next year compared to UK£1.47 last year.Recent Insider Transactions Derivative • Apr 30CEO & Executive Director exercised options and sold UK£1.9m worth of stockOn the 27th of April, Mike Norris exercised options to acquire 50k shares at no cost and sold these for an average price of UK£37.88 per share. This trade did not impact their existing holding. For the year to December 2019, Mike's total compensation was 42% salary and 58% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2025, Mike has owned 1.08m shares directly. Company insiders have collectively sold UK£5.2m more than they bought, via options and on-market transactions in the last 12 months.Price Target Changed • Apr 28Price target increased by 8.1% to UK£37.44Up from UK£34.65, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of UK£37.74. Stock is up 58% over the past year. The company is forecast to post earnings per share of UK£1.89 for next year compared to UK£1.47 last year.Valuation Update With 7 Day Price Move • Apr 24Investor sentiment improves as stock rises 17%After last week's 17% share price gain to UK£38.28, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 11x in the IT industry in the United Kingdom. Total returns to shareholders of 81% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£21.83 per share.分析記事 • Apr 12Computacenter plc Just Missed EPS By 12%: Here's What Analysts Think Will Happen NextThe full-year results for Computacenter plc ( LON:CCC ) were released last week, making it a good time to revisit its...お知らせ • Apr 09Computacenter plc to Report First Half, 2026 Results on Sep 08, 2026Computacenter plc announced that they will report first half, 2026 results on Sep 08, 2026Major Estimate Revision • Mar 19Consensus revenue estimates increase by 10%The consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from UK£8.97b to UK£9.90b. EPS estimate unchanged at UK£1.85. Net income forecast to grow 28% next year vs 50% growth forecast for IT industry in the United Kingdom. Consensus price target broadly unchanged at UK£34.59. Share price fell 3.5% to UK£29.36 over the past week.Declared Dividend • Mar 15Final dividend increased to UK£0.51Dividend of UK£0.51 is 7.6% higher than last year. Ex-date: 4th June 2026 Payment date: 3rd July 2026 Dividend yield will be 2.5%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (51% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 45% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Mar 13+ 1 more updateComputacenter plc Proposes Final Dividend for 2025, Payable on 3 July 2026Computacenter plc proposed a final dividend for 2025 of 51.0 pence per share (2024: 47.4 pence per share). Together with the interim dividend, this brings the total ordinary dividend for 2025 to 74.6 pence per share, representing a 5.5% increase on the 2024 total dividend per share of 70.7 pence. Subject to the approval of shareholders at Annual General Meeting on 19 May 2026, the proposed dividend will be paid on Friday 3 July 2026. The dividend record date is set as Friday 5 June 2026 and the shares will be marked ex-dividend on Thursday 4 June 2026.Reported Earnings • Mar 12Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: UK£1.47 (down from UK£1.54 in FY 2024). Revenue: UK£9.19b (up 32% from FY 2024). Net income: UK£153.7m (down 10.0% from FY 2024). Profit margin: 1.7% (down from 2.5% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.6%. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • Feb 25Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 1.9% to UK£30.20. The fair value is estimated to be UK£25.08, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has declined by 3.1%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 27% in the next 2 years.Buy Or Sell Opportunity • Feb 10Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 9.5% to UK£31.02. The fair value is estimated to be UK£25.83, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has declined by 3.1%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 27% in the next 2 years.分析記事 • Feb 05Some Shareholders Feeling Restless Over Computacenter plc's (LON:CCC) P/E RatioWhen close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") below 17x, you may...お知らせ • Jan 22Computacenter plc to Report Fiscal Year 2025 Final Results on Mar 12, 2026Computacenter plc announced that they will report fiscal year 2025 final results on Mar 12, 2026Price Target Changed • Jan 12Price target increased by 7.2% to UK£31.35Up from UK£29.25, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of UK£31.68. Stock is up 57% over the past year. The company is forecast to post earnings per share of UK£1.56 for next year compared to UK£1.54 last year.お知らせ • Jan 09Computacenter plc (LSE:CCC) acquired AgreeYa Solutions, Inc. in a transaction with an enterprise value of $120 million.Computacenter plc (LSE:CCC) acquired AgreeYa Solutions, Inc. in a transaction with an enterprise value of $120 million on January 8, 2026. The transaction will be funded from existing cash resources. The acquisition includes the assets of the associated business, AgreeYa India. The existing AgreeYa leadership will stay to run the business which will be fully integrated, over time, into Computacenter's US and India operations. The transaction is expected to be immediately earnings accretive. The addition of AgreeYa to Computacenter North America is expected to increase Computacenter's annualised North American Professional Services revenue to over $350 million. Computacenter plc (LSE:CCC) completed the acquisition of AgreeYa Solutions, Inc. on January 8, 2026.Buy Or Sell Opportunity • Jan 08Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to UK£32.12. The fair value is estimated to be UK£26.24, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has declined by 3.1%. Revenue is forecast to grow by 7.3% in 2 years. Earnings are forecast to grow by 25% in the next 2 years.分析記事 • Dec 29Computacenter (LON:CCC) Might Become A Compounding MachineTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...分析記事 • Nov 28A Look At The Fair Value Of Computacenter plc (LON:CCC)Key Insights Using the 2 Stage Free Cash Flow to Equity, Computacenter fair value estimate is UK£26.57 Current share...分析記事 • Nov 13Is Computacenter (LON:CCC) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...分析記事 • Oct 28Computacenter plc's (LON:CCC) Shares May Have Run Too Fast Too SoonIt's not a stretch to say that Computacenter plc's ( LON:CCC ) price-to-earnings (or "P/E") ratio of 17.8x right now...分析記事 • Sep 27Many Would Be Envious Of Computacenter's (LON:CCC) Excellent Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...分析記事 • Sep 12Computacenter's (LON:CCC) Dividend Will Be £0.236The board of Computacenter plc ( LON:CCC ) has announced that it will pay a dividend of £0.236 per share on the 24th of...Declared Dividend • Sep 11First half dividend of UK£0.24 announcedShareholders will receive a dividend of UK£0.24. Ex-date: 25th September 2025 Payment date: 24th October 2025 Dividend yield will be 3.2%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Sep 10Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to UK£23.20. The fair value is estimated to be UK£29.50, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has declined by 3.1%. Revenue is forecast to grow by 4.0% in 2 years. Earnings are forecast to grow by 20% in the next 2 years.お知らせ • Aug 21+ 1 more updateComputacenter plc Announces Appointment of Keith Mortimer as Executive Director, Effective September 1, 2025Computacenter plc announced the appointment of Keith Mortimer as Chief Financial Officer and Executive Director of the Company with effect from 1 September 2025 (the "Appointment Date"). His appointment follows a comprehensive search and selection process that considered both internal and external candidates. Keith joined Computacenter in 1999, and in his time with the Company has held senior finance and commercial roles at a Group level, including leadership of the financial reporting function and, in recent years, as the Director of Group Commercial Finance. In those roles, Keith has played a significant part in developing how we financially forecast and manage the business, and govern our contracts through their lifecycle. He also has significant systems and people experience acquired through playing a key role in the implementation of our Group ERP systems and Group Operating Model. Prior to joining Computacenter, Keith trained and qualified as a Chartered Accountant with Arthur Andersen in London. He has a first-class bachelor's degree in economics from the University of Exeter.Buy Or Sell Opportunity • Aug 08Now 24% overvaluedOver the last 90 days, the stock has fallen 8.9% to UK£23.26. The fair value is estimated to be UK£18.80, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings are also forecast to grow by 5.5% per annum over the same time period.分析記事 • Jul 01A Look At The Fair Value Of Computacenter plc (LON:CCC)Key Insights Using the 2 Stage Free Cash Flow to Equity, Computacenter fair value estimate is UK£20.79 With UK£24.00...Buy Or Sell Opportunity • Jun 24Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at UK£25.26. The fair value is estimated to be UK£20.94, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings are also forecast to grow by 7.2% per annum over the same time period.分析記事 • May 30These 4 Measures Indicate That Computacenter (LON:CCC) Is Using Debt Reasonably WellThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Upcoming Dividend • May 29Upcoming dividend of UK£0.47 per shareEligible shareholders must have bought the stock before 05 June 2025. Payment date: 04 July 2025. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (3.1%).Buy Or Sell Opportunity • May 27Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to UK£25.56. The fair value is estimated to be UK£20.95, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings are also forecast to grow by 7.2% per annum over the same time period.お知らせ • May 16Computacenter plc Approves Final DividendComputacenter plc approved a final dividend of 47.4 pence per ordinary share, at its AGM held on May 15, 2025.分析記事 • May 15Computacenter (LON:CCC) Will Pay A Dividend Of £0.474The board of Computacenter plc ( LON:CCC ) has announced that it will pay a dividend on the 4th of July, with investors...分析記事 • May 12Here's What Computacenter's (LON:CCC) Strong Returns On Capital MeanTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...Recent Insider Transactions Derivative • May 09CEO & Executive Director exercised options and sold UK£2.7m worth of stockOn the 1st of May, Mike Norris exercised options to acquire 111k shares at no cost and sold these for an average price of UK£24.68 per share. This trade did not impact their existing holding. For the year to December 2018, Mike's total compensation was 73% salary and 27% non-salary. Since September 2024, Mike has owned 1.08m shares directly. Company insiders have collectively sold UK£21m more than they bought, via options and on-market transactions in the last 12 months.Buy Or Sell Opportunity • May 04Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 10% to UK£25.00. The fair value is estimated to be UK£20.83, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings are also forecast to grow by 7.2% per annum over the same time period.お知らせ • Apr 10Computacenter plc to Report First Half, 2025 Results on Sep 09, 2025Computacenter plc announced that they will report first half, 2025 results on Sep 09, 2025Declared Dividend • Mar 20Final dividend of UK£0.47 announcedDividend of UK£0.47 is the same as last year. Ex-date: 5th June 2025 Payment date: 4th July 2025 Dividend yield will be 2.7%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is well covered by both earnings (46% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Mar 19+ 1 more updateComputacenter plc Proposes Final Dividend for 2024, Payable on 4 July 2025Computacenter plc proposed a final dividend for 2024 of 47.4 pence per share (2023: 47.4 pence per share). Together with the interim dividend, this brings the total ordinary dividend for 2024 to 70.7 pence per share, representing a 1.0% increase on the 2023 total dividend per share of 70.0 pence. Subject to the approval of shareholders at Annual General Meeting on 15 May 2025, the proposed dividend will be paid on 4 July 2025. The dividend record date is set as Friday 6 June 2025 and the shares will be marked ex-dividend on 5 June 2025.Reported Earnings • Mar 18Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: UK£1.54 (down from UK£1.75 in FY 2023). Revenue: UK£6.96b (flat on FY 2023). Net income: UK£170.8m (down 14% from FY 2023). Profit margin: 2.5% (down from 2.9% in FY 2023). Revenue exceeded analyst estimates by 4.8%. Earnings per share (EPS) missed analyst estimates by 2.2%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 4% per year.お知らせ • Jan 28Computacenter plc to Report Fiscal Year 2024 Final Results on Mar 18, 2025Computacenter plc announced that they will report fiscal year 2024 final results on Mar 18, 2025お知らせ • Jan 09Computacenter plc Appoints Simon McNamara as an Independent Non-Executive DirectorComputacenter plc announced the appointment of Simon McNamara as an independent non-executive director of its board of directors, with immediate effect. Simon most recently served for ten years as Chief Administration Officer at Natwest Group, where he led the transformation of its technology and services proposition, and oversaw more than 30,000 employees across the UK, EMEA and India. Prior to joining Natwest Group, Simon was Chief Information Officer of Standard Chartered Bank Consumer Bank, based in Singapore, where he was responsible for developing and implementing the Group Technology and Operations strategy. Simon has also held a number of other senior Information Technology and Operations positions in the global financial services industry at Westpac Banking Corporation, Deutsche Bank, BNP Paribas, and Midland Bank. He was also a founding partner in a successful software start-up company, CATS INC, in Silicon Valley.お知らせ • Dec 16+ 1 more updateComputacenter plc Announces Stepped Down of Christian Jehle as Chief Financial OfficerComputacenter plc announced that Christian Jehle has stepped down from his role as the Group's chief financial officer, by mutual agreement with the company, and with immediate effect. Christian will remain a Computacenter employee until 31 December 2024, in order to facilitate a smooth transition and handover of his responsibilities.Recent Insider Transactions • Nov 04Co-Founder & Non-Executive Director recently sold UK£13m worth of stockOn the 29th of October, Peter Ogden sold around 562k shares on-market at roughly UK£23.12 per share. This transaction amounted to 7.6% 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 Peter's only on-market trade for the last 12 months.お知らせ • Sep 30Computacenter plc Announces Appointment of Kelly Kuhn as an Independent Non-Executive Director and Member of the Nomination, Audit and Remuneration CommitteesComputacenter plc announced the appointment of Kelly Kuhn as an independent Non-Executive Director of its Board of Directors, and member of the Company's Nomination, Audit and Remuneration Committees, with immediate effect. Kelly is currently a Non-Executive Director, Remuneration Committee Chair, and member of the Nomination Committee at ISS A/S, and a Non-Executive Director and member of the Audit Committee at SSP Group Plc. She also serves as an advisor to WNS (Holdings) Ltd. and the McChrystal Group, and previously sat on the Board of LaSalle Hotel Properties. In addition to her non-executive and advisory positions, Kelly spent over 30 years in an Executive capacity at CWT. She held various senior management roles, leading CWT's US government business division, before joining its Executive Leadership team, and assuming responsibility for wider business performance in APAC and EMEA. Kelly's tenure at CWT culminated in her becoming the company's first Executive Vice-President and Chief Customer Officer.Declared Dividend • Sep 11First half dividend increased to UK£0.23Dividend of UK£0.23 is 3.1% higher than last year. Ex-date: 26th September 2024 Payment date: 25th October 2024 Dividend yield will be 3.0%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 36% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Sep 10First half 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFirst half 2024 results: EPS: UK£0.53 (down from UK£0.77 in 1H 2023). Revenue: UK£3.10b (down 13% from 1H 2023). Net income: UK£60.3m (down 31% from 1H 2023). Profit margin: 1.9% (down from 2.4% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 2.3%. Earnings per share (EPS) exceeded analyst estimates by 4.1%. Revenue is forecast to grow 5.8% 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 remained flat but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Sep 09Computacenter plc Announces Interim Dividend, Payable on 25 October 2024The Board of Computacenter plc announced a 3.1% increase in the interim dividend to 23.3 pence per share (H1 2023: 22.6 pence per share). The interim dividend will be paid on 25 October 2024. The dividend record date is set as 27 September 2024 and the shares will be marked ex-dividend on 26 September 2024.Board Change • Sep 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. CFO & Executive Director Chris Jehle 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.お知らせ • Aug 30+ 1 more updateComputacenter plc Appoints Adam Walker as Independent Non-Executive Director of Its Board of Directors, Chair of the Audit Committee, and Member of the Nomination and Remuneration Committees and Senior Independent DirectorComputacenter plc announced the appointment of Adam Walker as an independent Non-Executive Director of its Board of Directors, Chair of the Company's Audit Committee, and member of the Company's Nomination and Remuneration Committees, with immediate effect. On 30 September 2024, Adam will also become Senior Independent Director of the Company when, as previously announced, Dr Ros Rivaz will step down from that role and from the Board. Adam is currently a Non-Executive Director of Currys plc, and a member of its Audit and Remuneration Committees. Hisformer executive roles include Executive Vice President and Chief Financial Officer of IHS Holding Limited from 2017 to 2022, Chief Financial Officer of GKN plc, Group Finance Director at Informa PLC, and Finance Director at National Express Group PLC. Adam was a Non-Executive Director and Chair of the Audit Committee at Kier Group plc from 2016 to 2019, and a Non-Executive Director and Chair of the Audit Committee at Tritium DCFC Limited, listed on Nasdaq, until April 2024.Recent Insider Transactions • Aug 04Co-Founder & Non-Executive Director recently sold UK£5.2m worth of stockOn the 30th of July, Philip Hulme sold around 197k shares on-market at roughly UK£26.23 per share. This transaction amounted to 2.5% 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 Philip's only on-market trade for the last 12 months.Upcoming Dividend • May 30Upcoming dividend of UK£0.47 per shareEligible shareholders must have bought the stock before 06 June 2024. Payment date: 05 July 2024. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of British dividend payers (5.8%). In line with average of industry peers (2.3%).お知らせ • May 15Computacenter plc Approves Final DividendComputacenter plc at its AGM held on May 14, 2024 approved a final dividend of 47.4 pence per ordinary share.お知らせ • May 01Computacenter plc to Report First Half, 2024 Results on Sep 09, 2024Computacenter plc announced that they will report first half, 2024 results on Sep 09, 2024お知らせ • Apr 05Computacenter plc Announces Directorate ChangeComputacenter plc announced that it has been formally notified by Dr Ros Rivaz of her intention to step down from the Board and her current position as Senior Independent Director by no later than the time of the Company's Annual General Meeting in 2025. By that time, she would have served as a Director on the Board for eight and a half years. Following this notification by Dr Rivaz, the Company will now commence a process to recruit a new independent Non-Executive Director. Dr Rivaz has, at the request of the Company, agreed that she will continue to serve on the Board for a period which will allow for that recruitment to be completed, and thereafter ensures an orderly succession takes place. The effective date on which she will retire from the Board is therefore not yet known, and the Company will confirm once it has been determined.お知らせ • Mar 23+ 1 more updateComputacenter plc, Annual General Meeting, May 14, 2024Computacenter plc, Annual General Meeting, May 14, 2024.Declared Dividend • Mar 22Final dividend increased to UK£0.47Dividend of UK£0.47 is 3.5% higher than last year. Ex-date: 6th June 2024 Payment date: 5th July 2024 Dividend yield will be 2.6%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 8.8% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 20Full year 2023 earnings released: EPS: UK£1.75 (vs UK£1.62 in FY 2022)Full year 2023 results: EPS: UK£1.75 (up from UK£1.62 in FY 2022). Revenue: UK£6.92b (up 7.0% from FY 2022). Net income: UK£197.6m (up 8.1% from FY 2022). Profit margin: 2.9% (up from 2.8% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.5% 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 5% per year whereas the company’s share price has increased by 6% per year.お知らせ • Jan 24Computacenter plc to Report Fiscal Year 2023 Final Results on Mar 20, 2024Computacenter plc announced that they will report fiscal year 2023 final results on Mar 20, 2024Upcoming Dividend • Sep 21Upcoming dividend of UK£0.23 per share at 2.7% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 27 October 2023. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of British dividend payers (6.2%). In line with average of industry peers (2.5%).Price Target Changed • Sep 19Price target increased by 8.3% to UK£28.85Up from UK£26.65, the current price target is an average from 8 analysts. New target price is 17% above last closing price of UK£24.76. Stock is up 22% over the past year. The company is forecast to post earnings per share of UK£1.66 for next year compared to UK£1.62 last year.Reported Earnings • Sep 11First half 2023 earnings: EPS and revenues exceed analyst expectationsFirst half 2023 results: EPS: UK£0.77 (up from UK£0.68 in 1H 2022). Revenue: UK£3.58b (up 27% from 1H 2022). Net income: UK£87.7m (up 14% from 1H 2022). Profit margin: 2.4% (down from 2.7% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 12%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Revenue is forecast to stay flat during the next 3 years compared to a 7.7% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 08Computacenter plc Announces Interim Dividend in Respect of Year 2023, Payable on 27 October 2023Computacenter plc announced an interim dividend of 22.6 pence per share (H1 2022: 22.1 pence per share). The interim dividend will be paid on Friday 27 October 2023. The dividend record date is set as Friday 29 September 2023 and the shares will be marked ex-dividend on Thursday 28 September 2023.Buying Opportunity • Aug 17Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be UK£26.09, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings is also forecast to grow by 3.4% per annum over the same time period.New Risk • Jun 08New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: UK£1.3m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. 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. Significant insider selling over the past 3 months (UK£1.3m sold).財務状況分析短期負債: CCCの 短期資産 ( £3.5B ) が 短期負債 ( £3.0B ) を超えています。長期負債: CCCの短期資産 ( £3.5B ) が 長期負債 ( £206.3M ) を上回っています。デット・ツー・エクイティの歴史と分析負債レベル: CCC総負債よりも多くの現金を保有しています。負債の削減: CCCの負債対資本比率は、過去 5 年間で19.2%から2.5%に減少しました。債務返済能力: CCCの負債は 営業キャッシュフロー によって 十分にカバー されています ( 1304.9% )。インタレストカバレッジ: CCCの負債に対する 利息支払い は EBIT ( 155.6 x coverage) によって 十分にカバーされています。貸借対照表健全な企業の発掘7D1Y7D1Y7D1YSoftware 業界の健全な企業。View Dividend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2026/05/08 02:08終値2026/05/08 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Computacenter plc 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。19 アナリスト機関Gerardus VosBarclaysAlexander James ShortBerenbergDaniel Thomas CowanBNP Paribas16 その他のアナリストを表示
分析記事 • Nov 13Is Computacenter (LON:CCC) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
分析記事 • May 30These 4 Measures Indicate That Computacenter (LON:CCC) Is Using Debt Reasonably WellThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Price Target Changed • May 03Price target increased by 7.9% to UK£38.08Up from UK£35.29, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of UK£37.70. Stock is up 51% over the past year. The company is forecast to post earnings per share of UK£1.91 for next year compared to UK£1.47 last year.
Recent Insider Transactions Derivative • Apr 30CEO & Executive Director exercised options and sold UK£1.9m worth of stockOn the 27th of April, Mike Norris exercised options to acquire 50k shares at no cost and sold these for an average price of UK£37.88 per share. This trade did not impact their existing holding. For the year to December 2019, Mike's total compensation was 42% salary and 58% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2025, Mike has owned 1.08m shares directly. Company insiders have collectively sold UK£5.2m more than they bought, via options and on-market transactions in the last 12 months.
Price Target Changed • Apr 28Price target increased by 8.1% to UK£37.44Up from UK£34.65, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of UK£37.74. Stock is up 58% over the past year. The company is forecast to post earnings per share of UK£1.89 for next year compared to UK£1.47 last year.
Valuation Update With 7 Day Price Move • Apr 24Investor sentiment improves as stock rises 17%After last week's 17% share price gain to UK£38.28, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 11x in the IT industry in the United Kingdom. Total returns to shareholders of 81% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£21.83 per share.
分析記事 • Apr 12Computacenter plc Just Missed EPS By 12%: Here's What Analysts Think Will Happen NextThe full-year results for Computacenter plc ( LON:CCC ) were released last week, making it a good time to revisit its...
お知らせ • Apr 09Computacenter plc to Report First Half, 2026 Results on Sep 08, 2026Computacenter plc announced that they will report first half, 2026 results on Sep 08, 2026
Major Estimate Revision • Mar 19Consensus revenue estimates increase by 10%The consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from UK£8.97b to UK£9.90b. EPS estimate unchanged at UK£1.85. Net income forecast to grow 28% next year vs 50% growth forecast for IT industry in the United Kingdom. Consensus price target broadly unchanged at UK£34.59. Share price fell 3.5% to UK£29.36 over the past week.
Declared Dividend • Mar 15Final dividend increased to UK£0.51Dividend of UK£0.51 is 7.6% higher than last year. Ex-date: 4th June 2026 Payment date: 3rd July 2026 Dividend yield will be 2.5%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (51% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 45% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 13+ 1 more updateComputacenter plc Proposes Final Dividend for 2025, Payable on 3 July 2026Computacenter plc proposed a final dividend for 2025 of 51.0 pence per share (2024: 47.4 pence per share). Together with the interim dividend, this brings the total ordinary dividend for 2025 to 74.6 pence per share, representing a 5.5% increase on the 2024 total dividend per share of 70.7 pence. Subject to the approval of shareholders at Annual General Meeting on 19 May 2026, the proposed dividend will be paid on Friday 3 July 2026. The dividend record date is set as Friday 5 June 2026 and the shares will be marked ex-dividend on Thursday 4 June 2026.
Reported Earnings • Mar 12Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: UK£1.47 (down from UK£1.54 in FY 2024). Revenue: UK£9.19b (up 32% from FY 2024). Net income: UK£153.7m (down 10.0% from FY 2024). Profit margin: 1.7% (down from 2.5% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.6%. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Feb 25Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 1.9% to UK£30.20. The fair value is estimated to be UK£25.08, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has declined by 3.1%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 27% in the next 2 years.
Buy Or Sell Opportunity • Feb 10Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 9.5% to UK£31.02. The fair value is estimated to be UK£25.83, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has declined by 3.1%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 27% in the next 2 years.
分析記事 • Feb 05Some Shareholders Feeling Restless Over Computacenter plc's (LON:CCC) P/E RatioWhen close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") below 17x, you may...
お知らせ • Jan 22Computacenter plc to Report Fiscal Year 2025 Final Results on Mar 12, 2026Computacenter plc announced that they will report fiscal year 2025 final results on Mar 12, 2026
Price Target Changed • Jan 12Price target increased by 7.2% to UK£31.35Up from UK£29.25, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of UK£31.68. Stock is up 57% over the past year. The company is forecast to post earnings per share of UK£1.56 for next year compared to UK£1.54 last year.
お知らせ • Jan 09Computacenter plc (LSE:CCC) acquired AgreeYa Solutions, Inc. in a transaction with an enterprise value of $120 million.Computacenter plc (LSE:CCC) acquired AgreeYa Solutions, Inc. in a transaction with an enterprise value of $120 million on January 8, 2026. The transaction will be funded from existing cash resources. The acquisition includes the assets of the associated business, AgreeYa India. The existing AgreeYa leadership will stay to run the business which will be fully integrated, over time, into Computacenter's US and India operations. The transaction is expected to be immediately earnings accretive. The addition of AgreeYa to Computacenter North America is expected to increase Computacenter's annualised North American Professional Services revenue to over $350 million. Computacenter plc (LSE:CCC) completed the acquisition of AgreeYa Solutions, Inc. on January 8, 2026.
Buy Or Sell Opportunity • Jan 08Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to UK£32.12. The fair value is estimated to be UK£26.24, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has declined by 3.1%. Revenue is forecast to grow by 7.3% in 2 years. Earnings are forecast to grow by 25% in the next 2 years.
分析記事 • Dec 29Computacenter (LON:CCC) Might Become A Compounding MachineTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...
分析記事 • Nov 28A Look At The Fair Value Of Computacenter plc (LON:CCC)Key Insights Using the 2 Stage Free Cash Flow to Equity, Computacenter fair value estimate is UK£26.57 Current share...
分析記事 • Nov 13Is Computacenter (LON:CCC) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
分析記事 • Oct 28Computacenter plc's (LON:CCC) Shares May Have Run Too Fast Too SoonIt's not a stretch to say that Computacenter plc's ( LON:CCC ) price-to-earnings (or "P/E") ratio of 17.8x right now...
分析記事 • Sep 27Many Would Be Envious Of Computacenter's (LON:CCC) Excellent Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
分析記事 • Sep 12Computacenter's (LON:CCC) Dividend Will Be £0.236The board of Computacenter plc ( LON:CCC ) has announced that it will pay a dividend of £0.236 per share on the 24th of...
Declared Dividend • Sep 11First half dividend of UK£0.24 announcedShareholders will receive a dividend of UK£0.24. Ex-date: 25th September 2025 Payment date: 24th October 2025 Dividend yield will be 3.2%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Sep 10Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to UK£23.20. The fair value is estimated to be UK£29.50, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has declined by 3.1%. Revenue is forecast to grow by 4.0% in 2 years. Earnings are forecast to grow by 20% in the next 2 years.
お知らせ • Aug 21+ 1 more updateComputacenter plc Announces Appointment of Keith Mortimer as Executive Director, Effective September 1, 2025Computacenter plc announced the appointment of Keith Mortimer as Chief Financial Officer and Executive Director of the Company with effect from 1 September 2025 (the "Appointment Date"). His appointment follows a comprehensive search and selection process that considered both internal and external candidates. Keith joined Computacenter in 1999, and in his time with the Company has held senior finance and commercial roles at a Group level, including leadership of the financial reporting function and, in recent years, as the Director of Group Commercial Finance. In those roles, Keith has played a significant part in developing how we financially forecast and manage the business, and govern our contracts through their lifecycle. He also has significant systems and people experience acquired through playing a key role in the implementation of our Group ERP systems and Group Operating Model. Prior to joining Computacenter, Keith trained and qualified as a Chartered Accountant with Arthur Andersen in London. He has a first-class bachelor's degree in economics from the University of Exeter.
Buy Or Sell Opportunity • Aug 08Now 24% overvaluedOver the last 90 days, the stock has fallen 8.9% to UK£23.26. The fair value is estimated to be UK£18.80, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings are also forecast to grow by 5.5% per annum over the same time period.
分析記事 • Jul 01A Look At The Fair Value Of Computacenter plc (LON:CCC)Key Insights Using the 2 Stage Free Cash Flow to Equity, Computacenter fair value estimate is UK£20.79 With UK£24.00...
Buy Or Sell Opportunity • Jun 24Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at UK£25.26. The fair value is estimated to be UK£20.94, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings are also forecast to grow by 7.2% per annum over the same time period.
分析記事 • May 30These 4 Measures Indicate That Computacenter (LON:CCC) Is Using Debt Reasonably WellThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Upcoming Dividend • May 29Upcoming dividend of UK£0.47 per shareEligible shareholders must have bought the stock before 05 June 2025. Payment date: 04 July 2025. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (3.1%).
Buy Or Sell Opportunity • May 27Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to UK£25.56. The fair value is estimated to be UK£20.95, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings are also forecast to grow by 7.2% per annum over the same time period.
お知らせ • May 16Computacenter plc Approves Final DividendComputacenter plc approved a final dividend of 47.4 pence per ordinary share, at its AGM held on May 15, 2025.
分析記事 • May 15Computacenter (LON:CCC) Will Pay A Dividend Of £0.474The board of Computacenter plc ( LON:CCC ) has announced that it will pay a dividend on the 4th of July, with investors...
分析記事 • May 12Here's What Computacenter's (LON:CCC) Strong Returns On Capital MeanTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
Recent Insider Transactions Derivative • May 09CEO & Executive Director exercised options and sold UK£2.7m worth of stockOn the 1st of May, Mike Norris exercised options to acquire 111k shares at no cost and sold these for an average price of UK£24.68 per share. This trade did not impact their existing holding. For the year to December 2018, Mike's total compensation was 73% salary and 27% non-salary. Since September 2024, Mike has owned 1.08m shares directly. Company insiders have collectively sold UK£21m more than they bought, via options and on-market transactions in the last 12 months.
Buy Or Sell Opportunity • May 04Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 10% to UK£25.00. The fair value is estimated to be UK£20.83, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings are also forecast to grow by 7.2% per annum over the same time period.
お知らせ • Apr 10Computacenter plc to Report First Half, 2025 Results on Sep 09, 2025Computacenter plc announced that they will report first half, 2025 results on Sep 09, 2025
Declared Dividend • Mar 20Final dividend of UK£0.47 announcedDividend of UK£0.47 is the same as last year. Ex-date: 5th June 2025 Payment date: 4th July 2025 Dividend yield will be 2.7%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is well covered by both earnings (46% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 19+ 1 more updateComputacenter plc Proposes Final Dividend for 2024, Payable on 4 July 2025Computacenter plc proposed a final dividend for 2024 of 47.4 pence per share (2023: 47.4 pence per share). Together with the interim dividend, this brings the total ordinary dividend for 2024 to 70.7 pence per share, representing a 1.0% increase on the 2023 total dividend per share of 70.0 pence. Subject to the approval of shareholders at Annual General Meeting on 15 May 2025, the proposed dividend will be paid on 4 July 2025. The dividend record date is set as Friday 6 June 2025 and the shares will be marked ex-dividend on 5 June 2025.
Reported Earnings • Mar 18Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: UK£1.54 (down from UK£1.75 in FY 2023). Revenue: UK£6.96b (flat on FY 2023). Net income: UK£170.8m (down 14% from FY 2023). Profit margin: 2.5% (down from 2.9% in FY 2023). Revenue exceeded analyst estimates by 4.8%. Earnings per share (EPS) missed analyst estimates by 2.2%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 4% per year.
お知らせ • Jan 28Computacenter plc to Report Fiscal Year 2024 Final Results on Mar 18, 2025Computacenter plc announced that they will report fiscal year 2024 final results on Mar 18, 2025
お知らせ • Jan 09Computacenter plc Appoints Simon McNamara as an Independent Non-Executive DirectorComputacenter plc announced the appointment of Simon McNamara as an independent non-executive director of its board of directors, with immediate effect. Simon most recently served for ten years as Chief Administration Officer at Natwest Group, where he led the transformation of its technology and services proposition, and oversaw more than 30,000 employees across the UK, EMEA and India. Prior to joining Natwest Group, Simon was Chief Information Officer of Standard Chartered Bank Consumer Bank, based in Singapore, where he was responsible for developing and implementing the Group Technology and Operations strategy. Simon has also held a number of other senior Information Technology and Operations positions in the global financial services industry at Westpac Banking Corporation, Deutsche Bank, BNP Paribas, and Midland Bank. He was also a founding partner in a successful software start-up company, CATS INC, in Silicon Valley.
お知らせ • Dec 16+ 1 more updateComputacenter plc Announces Stepped Down of Christian Jehle as Chief Financial OfficerComputacenter plc announced that Christian Jehle has stepped down from his role as the Group's chief financial officer, by mutual agreement with the company, and with immediate effect. Christian will remain a Computacenter employee until 31 December 2024, in order to facilitate a smooth transition and handover of his responsibilities.
Recent Insider Transactions • Nov 04Co-Founder & Non-Executive Director recently sold UK£13m worth of stockOn the 29th of October, Peter Ogden sold around 562k shares on-market at roughly UK£23.12 per share. This transaction amounted to 7.6% 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 Peter's only on-market trade for the last 12 months.
お知らせ • Sep 30Computacenter plc Announces Appointment of Kelly Kuhn as an Independent Non-Executive Director and Member of the Nomination, Audit and Remuneration CommitteesComputacenter plc announced the appointment of Kelly Kuhn as an independent Non-Executive Director of its Board of Directors, and member of the Company's Nomination, Audit and Remuneration Committees, with immediate effect. Kelly is currently a Non-Executive Director, Remuneration Committee Chair, and member of the Nomination Committee at ISS A/S, and a Non-Executive Director and member of the Audit Committee at SSP Group Plc. She also serves as an advisor to WNS (Holdings) Ltd. and the McChrystal Group, and previously sat on the Board of LaSalle Hotel Properties. In addition to her non-executive and advisory positions, Kelly spent over 30 years in an Executive capacity at CWT. She held various senior management roles, leading CWT's US government business division, before joining its Executive Leadership team, and assuming responsibility for wider business performance in APAC and EMEA. Kelly's tenure at CWT culminated in her becoming the company's first Executive Vice-President and Chief Customer Officer.
Declared Dividend • Sep 11First half dividend increased to UK£0.23Dividend of UK£0.23 is 3.1% higher than last year. Ex-date: 26th September 2024 Payment date: 25th October 2024 Dividend yield will be 3.0%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 36% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Sep 10First half 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFirst half 2024 results: EPS: UK£0.53 (down from UK£0.77 in 1H 2023). Revenue: UK£3.10b (down 13% from 1H 2023). Net income: UK£60.3m (down 31% from 1H 2023). Profit margin: 1.9% (down from 2.4% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 2.3%. Earnings per share (EPS) exceeded analyst estimates by 4.1%. Revenue is forecast to grow 5.8% 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 remained flat but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Sep 09Computacenter plc Announces Interim Dividend, Payable on 25 October 2024The Board of Computacenter plc announced a 3.1% increase in the interim dividend to 23.3 pence per share (H1 2023: 22.6 pence per share). The interim dividend will be paid on 25 October 2024. The dividend record date is set as 27 September 2024 and the shares will be marked ex-dividend on 26 September 2024.
Board Change • Sep 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. CFO & Executive Director Chris Jehle 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.
お知らせ • Aug 30+ 1 more updateComputacenter plc Appoints Adam Walker as Independent Non-Executive Director of Its Board of Directors, Chair of the Audit Committee, and Member of the Nomination and Remuneration Committees and Senior Independent DirectorComputacenter plc announced the appointment of Adam Walker as an independent Non-Executive Director of its Board of Directors, Chair of the Company's Audit Committee, and member of the Company's Nomination and Remuneration Committees, with immediate effect. On 30 September 2024, Adam will also become Senior Independent Director of the Company when, as previously announced, Dr Ros Rivaz will step down from that role and from the Board. Adam is currently a Non-Executive Director of Currys plc, and a member of its Audit and Remuneration Committees. Hisformer executive roles include Executive Vice President and Chief Financial Officer of IHS Holding Limited from 2017 to 2022, Chief Financial Officer of GKN plc, Group Finance Director at Informa PLC, and Finance Director at National Express Group PLC. Adam was a Non-Executive Director and Chair of the Audit Committee at Kier Group plc from 2016 to 2019, and a Non-Executive Director and Chair of the Audit Committee at Tritium DCFC Limited, listed on Nasdaq, until April 2024.
Recent Insider Transactions • Aug 04Co-Founder & Non-Executive Director recently sold UK£5.2m worth of stockOn the 30th of July, Philip Hulme sold around 197k shares on-market at roughly UK£26.23 per share. This transaction amounted to 2.5% 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 Philip's only on-market trade for the last 12 months.
Upcoming Dividend • May 30Upcoming dividend of UK£0.47 per shareEligible shareholders must have bought the stock before 06 June 2024. Payment date: 05 July 2024. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of British dividend payers (5.8%). In line with average of industry peers (2.3%).
お知らせ • May 15Computacenter plc Approves Final DividendComputacenter plc at its AGM held on May 14, 2024 approved a final dividend of 47.4 pence per ordinary share.
お知らせ • May 01Computacenter plc to Report First Half, 2024 Results on Sep 09, 2024Computacenter plc announced that they will report first half, 2024 results on Sep 09, 2024
お知らせ • Apr 05Computacenter plc Announces Directorate ChangeComputacenter plc announced that it has been formally notified by Dr Ros Rivaz of her intention to step down from the Board and her current position as Senior Independent Director by no later than the time of the Company's Annual General Meeting in 2025. By that time, she would have served as a Director on the Board for eight and a half years. Following this notification by Dr Rivaz, the Company will now commence a process to recruit a new independent Non-Executive Director. Dr Rivaz has, at the request of the Company, agreed that she will continue to serve on the Board for a period which will allow for that recruitment to be completed, and thereafter ensures an orderly succession takes place. The effective date on which she will retire from the Board is therefore not yet known, and the Company will confirm once it has been determined.
お知らせ • Mar 23+ 1 more updateComputacenter plc, Annual General Meeting, May 14, 2024Computacenter plc, Annual General Meeting, May 14, 2024.
Declared Dividend • Mar 22Final dividend increased to UK£0.47Dividend of UK£0.47 is 3.5% higher than last year. Ex-date: 6th June 2024 Payment date: 5th July 2024 Dividend yield will be 2.6%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 8.8% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 20Full year 2023 earnings released: EPS: UK£1.75 (vs UK£1.62 in FY 2022)Full year 2023 results: EPS: UK£1.75 (up from UK£1.62 in FY 2022). Revenue: UK£6.92b (up 7.0% from FY 2022). Net income: UK£197.6m (up 8.1% from FY 2022). Profit margin: 2.9% (up from 2.8% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.5% 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 5% per year whereas the company’s share price has increased by 6% per year.
お知らせ • Jan 24Computacenter plc to Report Fiscal Year 2023 Final Results on Mar 20, 2024Computacenter plc announced that they will report fiscal year 2023 final results on Mar 20, 2024
Upcoming Dividend • Sep 21Upcoming dividend of UK£0.23 per share at 2.7% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 27 October 2023. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of British dividend payers (6.2%). In line with average of industry peers (2.5%).
Price Target Changed • Sep 19Price target increased by 8.3% to UK£28.85Up from UK£26.65, the current price target is an average from 8 analysts. New target price is 17% above last closing price of UK£24.76. Stock is up 22% over the past year. The company is forecast to post earnings per share of UK£1.66 for next year compared to UK£1.62 last year.
Reported Earnings • Sep 11First half 2023 earnings: EPS and revenues exceed analyst expectationsFirst half 2023 results: EPS: UK£0.77 (up from UK£0.68 in 1H 2022). Revenue: UK£3.58b (up 27% from 1H 2022). Net income: UK£87.7m (up 14% from 1H 2022). Profit margin: 2.4% (down from 2.7% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 12%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Revenue is forecast to stay flat during the next 3 years compared to a 7.7% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 08Computacenter plc Announces Interim Dividend in Respect of Year 2023, Payable on 27 October 2023Computacenter plc announced an interim dividend of 22.6 pence per share (H1 2022: 22.1 pence per share). The interim dividend will be paid on Friday 27 October 2023. The dividend record date is set as Friday 29 September 2023 and the shares will be marked ex-dividend on Thursday 28 September 2023.
Buying Opportunity • Aug 17Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be UK£26.09, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings is also forecast to grow by 3.4% per annum over the same time period.
New Risk • Jun 08New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: UK£1.3m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. 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. Significant insider selling over the past 3 months (UK£1.3m sold).