Kainos Group（KNOS）株式概要カイノス・グループは、英国、アイルランド、米州、中欧、および国際的なデジタル・テクノロジー・サービスの提供に従事している。 詳細KNOS ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長4/6過去の実績3/6財務の健全性6/6配当金3/6報酬当社が推定した公正価値より28%で取引されている 収益は年間19.52%増加すると予測されています アナリストらは、株価が39.5%上昇するだろうとほぼ一致している。 リスク分析利益率(8.1%)は昨年より低い(14%) 3.55%の配当は利益で十分にカバーされていない すべてのリスクチェックを見るKNOS Community Fair Values Create NarrativeSee what 37 others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN27.7% undervaluedAnalystConsensusTarget•5mo agoWorkday Demand And Global Digitalization Will Support Long-Term Prospects As Fair Valuation Case83011Top Analyst NarrativesKainos GroupANAnalystConsensusTargetBased on Analyst Price TargetsWorkday Demand And Global Digitalization Will Support Long-Term Prospects As Fair Valuation CaseCatalysts About Kainos Group Kainos Group provides digital transformation, Workday consulting and specialized software products to public sector, healthcare and commercial customers globally. What are the underlying business or industry changes driving this perspective?View narrativeUK£11.25FV27.7% 割安 内在価値ディスカウント9.88%Revenue growth p.a.Set Fair ValueView83users have viewed this narrative0users have liked this narrative0users have commented on this narrative11users have followed this narrative5 months ago author updated this narrativeView all narrativesFeatured narrative•Software opportunityZenaTechabout 2 months ago author updated this narrativeJOFair Value from Jolt_CommunicationsUS$6.8569.3% 割安 内在価値ディスカウントZenaTech: A big bet on the rise of AI drones and drones-as-a-serviceKey Takeaways ZenaTech is focusing its efforts into building AI drones, combining Drone as a Service, SaaS, and AI as its key revenue drivers. Previously building software for agriculture, ZenaTech has shifted rapidly toward drone services, now driving ~70% of revenue after recent acquisitions.Read full narrative3.2kusers have viewed this narrative9users have liked this narrative0users have commented on this narrative77users have followed this narrativeRead narrativeKainos Group plc 競合他社SoftcatSymbol: LSE:SCTMarket cap: UK£2.8bComputacenterSymbol: LSE:CCCMarket cap: UK£4.1bFDM Group (Holdings)Symbol: LSE:FDMMarket cap: UK£125.5mMade Tech GroupSymbol: AIM:MTECMarket cap: UK£54.4m価格と性能株価の高値、安値、推移の概要Kainos Group過去の株価現在の株価UK£8.1352週高値UK£11.9052週安値UK£6.81ベータ0.791ヶ月の変化4.10%3ヶ月変化5.58%1年変化1.12%3年間の変化-33.42%5年間の変化-41.93%IPOからの変化367.24%最新ニュースお知らせ • Apr 30+ 1 more updateKainos Group plc Announces Not to Stand Re-Election of Katie Davis as Independent Non-Executive Director and Remuneration Committee ChairKainos Group plc announced the following Board and Committee changes: Katie Davis, Independent Non-Executive Director and Remuneration Committee chair, has advised the Board that she will not seek re-election at the Company's Annual General Meeting on 22 September 2026 and will, therefore, step down from the Board at the conclusion of the AGM, having at that stage served for almost seven years.Buy Or Sell Opportunity • Apr 23Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to UK£8.34. The fair value is estimated to be UK£10.56, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 3.7%. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 81% in the next 2 years.Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 17%After last week's 17% share price gain to UK£8.78, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 11x in the IT industry in the United Kingdom. Total loss to shareholders of 23% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£10.09 per share.Buy Or Sell Opportunity • Mar 11Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 29% to UK£7.71. The fair value is estimated to be UK£9.75, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 3.7%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 83% in the next 2 years.Valuation Update With 7 Day Price Move • Feb 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to UK£7.70, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 18x in the IT industry in the United Kingdom. Total loss to shareholders of 43% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£10.54 per share.Buy Or Sell Opportunity • Feb 04Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to UK£8.03. The fair value is estimated to be UK£10.28, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 3.7%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 80% in the next 2 years.最新情報をもっと見るRecent updatesお知らせ • Apr 30+ 1 more updateKainos Group plc Announces Not to Stand Re-Election of Katie Davis as Independent Non-Executive Director and Remuneration Committee ChairKainos Group plc announced the following Board and Committee changes: Katie Davis, Independent Non-Executive Director and Remuneration Committee chair, has advised the Board that she will not seek re-election at the Company's Annual General Meeting on 22 September 2026 and will, therefore, step down from the Board at the conclusion of the AGM, having at that stage served for almost seven years.Buy Or Sell Opportunity • Apr 23Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to UK£8.34. The fair value is estimated to be UK£10.56, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 3.7%. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 81% in the next 2 years.Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 17%After last week's 17% share price gain to UK£8.78, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 11x in the IT industry in the United Kingdom. Total loss to shareholders of 23% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£10.09 per share.Buy Or Sell Opportunity • Mar 11Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 29% to UK£7.71. The fair value is estimated to be UK£9.75, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 3.7%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 83% in the next 2 years.Valuation Update With 7 Day Price Move • Feb 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to UK£7.70, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 18x in the IT industry in the United Kingdom. Total loss to shareholders of 43% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£10.54 per share.Buy Or Sell Opportunity • Feb 04Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to UK£8.03. The fair value is estimated to be UK£10.28, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 3.7%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 80% in the next 2 years.お知らせ • Jan 31+ 1 more updateKainos Group plc to Report First Half, 2027 Results on Nov 09, 2026Kainos Group plc announced that they will report first half, 2027 results on Nov 09, 2026分析記事 • Jan 25A Look At The Fair Value Of Kainos Group plc (LON:KNOS)Key Insights Using the 2 Stage Free Cash Flow to Equity, Kainos Group fair value estimate is UK£10.92 Kainos Group's...分析記事 • Dec 10Kainos Group plc's (LON:KNOS) 28% Jump Shows Its Popularity With InvestorsKainos Group plc ( LON:KNOS ) shareholders have had their patience rewarded with a 28% share price jump in the last...分析記事 • Dec 02What Does Kainos Group plc's (LON:KNOS) Share Price Indicate?Kainos Group plc ( LON:KNOS ), is not the largest company out there, but it saw a significant share price rise of 50...分析記事 • Nov 13Kainos Group's (LON:KNOS) Dividend Will Be £0.098The board of Kainos Group plc ( LON:KNOS ) has announced that it will pay a dividend on the 12th of December, with...Declared Dividend • Nov 12First half dividend increased to UK£0.098Dividend of UK£0.098 is 5.4% higher than last year. Ex-date: 20th November 2025 Payment date: 12th December 2025 Dividend yield will be 3.0%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is not covered by earnings (116% earnings payout ratio). However, it is covered by cash flows (76% cash payout ratio). The dividend has increased by an average of 23% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 28% to bring the payout ratio under control. EPS is expected to grow by 89% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.New Risk • Nov 11New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 8.1% Last year net profit margin: 14% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (116% payout ratio). Profit margins are more than 30% lower than last year (8.1% net profit margin).Reported Earnings • Nov 11First half 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst half 2026 results: EPS: UK£0.17 (down from UK£0.20 in 1H 2025). Revenue: UK£196.1m (up 7.1% from 1H 2025). Net income: UK£20.6m (down 19% from 1H 2025). Profit margin: 11% (down from 14% in 1H 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) missed analyst estimates by 6.7%. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.お知らせ • Nov 10Kainos Group plc Declares an Interim Dividend for the Six Months to 30 September 2025, Payable on 12 December 2025The Board of Kainos Group plc has declared an interim dividend of 9.8 pence per share for the six months to 30 September 2025 (First half 2025: 9.3 pence). This will be paid on 12 December 2025 to shareholders on the register at the close of business on 21 November 2025, with an ex-dividend date of 20 November 2025.Price Target Changed • Oct 08Price target increased by 7.1% to UK£10.61Up from UK£9.91, the current price target is an average from 9 analysts. New target price is 10% above last closing price of UK£9.64. Stock is up 17% over the past year. The company is forecast to post earnings per share of UK£0.35 for next year compared to UK£0.28 last year.お知らせ • Sep 26Kainos Group plc Announces the Appointment of Shruthi Chindalur as Director, Effective September 24, 2025Kainos Group plc announced the appointment of Ms Shruthi Chindalur as director. Date of Appointment: September 24, 2025. Date of Birth: October 1978. Occupation: Director.Upcoming Dividend • Sep 25Upcoming dividend of UK£0.19 per shareEligible shareholders must have bought the stock before 02 October 2025. Payment date: 24 October 2025. Payout ratio is on the higher end at 100%, however this is supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of British dividend payers (5.4%). In line with average of industry peers (3.2%).分析記事 • Sep 22Kainos Group (LON:KNOS) Is Due To Pay A Dividend Of £0.191Kainos Group plc ( LON:KNOS ) has announced that it will pay a dividend of £0.191 per share on the 24th of October...分析記事 • Sep 09Kainos Group plc's (LON:KNOS) P/E Is Still On The Mark Following 26% Share Price BounceKainos Group plc ( LON:KNOS ) shares have had a really impressive month, gaining 26% after a shaky period beforehand...Valuation Update With 7 Day Price Move • Sep 01Investor sentiment improves as stock rises 20%After last week's 20% share price gain to UK£8.66, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 16x in the IT industry in the United Kingdom. Total loss to shareholders of 32% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£8.39 per share.分析記事 • Sep 01Kainos Group (LON:KNOS) Will Pay A Dividend Of £0.191Kainos Group plc ( LON:KNOS ) has announced that it will pay a dividend of £0.191 per share on the 24th of October...お知らせ • Sep 01Kainos Group plc Provides Earnings Guidance for the Year Ending 31 March 2026Kainos Group plc provided earnings guidance for the year ending 31 March 2026. The company expected revenues for the year ending 31 March 2026 at the upper end of consensus forecasts, driven by stronger sales in the period. This sales success is creating opportunities for further operating progress during the rest of the financial year. Company compiled range is based on known sell side analyst estimates. The ranges are: Revenue £378.0 million - £393.4 million. The respective consensus figures are £385.0 million.分析記事 • Aug 15Kainos Group (LON:KNOS) Is Paying Out A Dividend Of £0.191Kainos Group plc ( LON:KNOS ) has announced that it will pay a dividend of £0.191 per share on the 24th of October. The...お知らせ • Aug 14Kainos Group plc, Annual General Meeting, Sep 23, 2025Kainos Group plc, Annual General Meeting, Sep 23, 2025. Location: kainos house, 4 6 upper crescent, belfast, United KingdomReported Earnings • Jul 28Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: UK£0.28 (down from UK£0.39 in FY 2024). Revenue: UK£367.2m (down 4.0% from FY 2024). Net income: UK£35.6m (down 27% from FY 2024). Profit margin: 9.7% (down from 13% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 16%. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.分析記事 • Jul 17Kainos Group (LON:KNOS) Has Announced A Dividend Of £0.191Kainos Group plc's ( LON:KNOS ) investors are due to receive a payment of £0.191 per share on 24th of October. This...お知らせ • Jul 17Kainos Appoints Shruthi Chindalur as an Independent Non-Executive Director and as A Member of the Audit and Risk Committee, the Remuneration Committee and the Nominations Committee, with Effect from 24 September 2025Kainos announced the appointment of Shruthi Chindalur as an independent Non-Executive Director and as a member of the Audit and Risk Committee, the Remuneration Committee and the Nominations Committee, with effect from 24 September 2025. Shruthi has over 20 years' experience in the technology, SaaS, and AdTech sectors. She previously held senior commercial and operational roles at Oracle, LinkedIn and Criteo, covering APAC, EMEA, and the Americas. She is currently a Non-Executive Director of Access Group, a leading provider of business management software to small and mid-sized organizations in the UK, Ireland, US and APAC and Bytes Technology Group, one of the UK and Ireland's leading providers of IT software offerings and solutions, with a focus on AI, cloud and security products.分析記事 • May 26We Think You Can Look Beyond Kainos Group's (LON:KNOS) Lackluster EarningsThe most recent earnings report from Kainos Group plc ( LON:KNOS ) was disappointing for shareholders. Despite the soft...分析記事 • May 22Kainos Group (LON:KNOS) Has Announced A Dividend Of £0.191The board of Kainos Group plc ( LON:KNOS ) has announced that it will pay a dividend of £0.191 per share on the 24th of...お知らせ • May 22Kainos Group plc (LSE:KNOS) announces an Equity Buyback for £30 million worth of its shares.Kainos Group plc (LSE:KNOS) announces a share repurchase program. Under the program, the company will repurchase up to £30 million worth of its shares. The purpose of the program is to reduce the company's share capital, and any shares purchased for this purpose will be cancelled. The program will continue continue until the earlier of the date on which the maximum aggregate consideration payable by the Company has been reached and November 18, 2025.お知らせ • May 21Kainos Group plc Proposes Final Dividend in Respect of the Year Ended 31 March 2025, Payable on 24 October 2025The Board of Kainos Group plc has proposed a final dividend in respect of the year ended 31 March 2025 subject to approval by shareholders at the Annual General Meeting. This dividend has not been recognised as a liability in these financial statements and there are no tax consequences. The proposed final dividend, if approved by shareholders, will be 19.1 per share (£23.6) million in total) and payable on 24 October 2025 to all shareholders on the Register of Members on 3 October 2025, and with an ex-dividend date of 2 October 2025.Declared Dividend • May 21Dividend of UK£0.19 announcedShareholders will receive a dividend of UK£0.19. Ex-date: 2nd October 2025 Payment date: 24th October 2025 Dividend yield will be 3.8%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is covered by both earnings (81% earnings payout ratio) and cash flows (62% cash payout ratio). The dividend has increased by an average of 26% per year over the past 9 years. However, payments have been volatile during that time. EPS is expected to grow by 39% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • May 19First half 2025 earnings released: EPS: UK£0.20 (vs UK£0.18 in 1H 2024)First half 2025 results: EPS: UK£0.20 (up from UK£0.18 in 1H 2024). Revenue: UK£183.1m (down 5.2% from 1H 2024). Net income: UK£25.4m (up 15% from 1H 2024). Profit margin: 14% (up from 11% in 1H 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.9% p.a. on average during the next 4 years, compared to a 7.8% 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 15% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • May 19Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.7% to UK£7.53. The fair value is estimated to be UK£9.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 5.9% per annum. Earnings are also forecast to grow by 4.7% per annum over the same time period.分析記事 • May 08Kainos Group plc (LON:KNOS) Stock Rockets 28% As Investors Are Less Pessimistic Than ExpectedKainos Group plc ( LON:KNOS ) shareholders are no doubt pleased to see that the share price has bounced 28% in the last...Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 18%After last week's 18% share price gain to UK£7.02, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 23x in the IT industry in the United Kingdom. Total loss to shareholders of 42% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£6.68 per share.分析記事 • Apr 04Kainos Group (LON:KNOS) Is Reinvesting To Multiply In ValueFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Price Target Changed • Apr 01Price target decreased by 7.4% to UK£10.30Down from UK£11.12, the current price target is an average from 11 analysts. New target price is 54% above last closing price of UK£6.69. Stock is down 33% over the past year. The company posted earnings per share of UK£0.39 last year.分析記事 • Feb 21What Kainos Group plc's (LON:KNOS) P/E Is Not Telling YouWith a median price-to-earnings (or "P/E") ratio of close to 16x in the United Kingdom, you could be forgiven for...Buy Or Sell Opportunity • Feb 13Now 20% overvaluedOver the last 90 days, the stock has fallen 7.2% to UK£7.88. The fair value is estimated to be UK£6.54, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 9.2% in 2 years. Earnings are forecast to decline by 6.5% in the next 2 years.お知らせ • Jan 23+ 1 more updateKainos Group plc to Report First Half, 2026 Results on Nov 10, 2025Kainos Group plc announced that they will report first half, 2026 results on Nov 10, 2025分析記事 • Jan 09Calculating The Intrinsic Value Of Kainos Group plc (LON:KNOS)Key Insights Kainos Group's estimated fair value is UK£7.41 based on 2 Stage Free Cash Flow to Equity With UK£7.49...分析記事 • Dec 20Many Would Be Envious Of Kainos Group's (LON:KNOS) Excellent Returns On CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...お知らせ • Dec 11Kainos Group plc Announces CEO ChangesKainos Group plc announced Brendan Mooney as Chief Executive Officer. He will succeed Russell Sloan, who is stepping down with immediate effect. Brendan has worked for Kainos since 1989. He was CEO for 22 years before stepping down in September 2023. As CEO, Brendan led Kainos through a successful IPO in 2015 and turned Kainos into an international business and one of the UK's leading IT providers. Russell took over from Brendan as CEO in September 2023 and has been with Kainos since 1999. He was previously Director of the Group's Digital Services division, among a series of other leadership roles.分析記事 • Dec 02When Should You Buy Kainos Group plc (LON:KNOS)?Kainos Group plc ( LON:KNOS ), might not be a large cap stock, but it saw significant share price movement during...分析記事 • Nov 14Kainos Group (LON:KNOS) Is Due To Pay A Dividend Of £0.093The board of Kainos Group plc ( LON:KNOS ) has announced that it will pay a dividend on the 13th of December, with...お知らせ • Nov 14Kainos Group plc (LSE:KNOS) commences an Equity Buyback Plan for 12,584,171 shares, representing 10% of its issued share capital, under the authorization approved on September 24, 2024.Kainos Group plc (LSE:KNOS) commences share repurchases on November 12, 2024 under the program mandated by the shareholders in the Annual General Meeting held on September 24, 2024. As per the mandate, the company is authorized to repurchase up to 12,584,171 shares, representing 10% of its issued share capital. The minimum price (exclusive of expenses) which may be paid for each ordinary share is its nominal value and the maximum price which may be paid for each ordinary share is the higher an amount equal to 105% of the average of the middle market quotations for an ordinary share as derived from the London Stock Exchange Daily Official List of the UK Listing Authority for the five business days immediately preceding the day on which the ordinary share is contracted to be purchased and/or an amount equal to the higher of the price of the last independent trade of an ordinary share and the current highest independent bid for an ordinary share as derived from the London Stock Exchange Trading System. The shares purchased will be cancelled. The authority shall expire on the earlier of the conclusion of the Company’s next Annual General Meeting and the close of business on September 30, 2025. As of August 1, 2024, the company had 125,834,578 ordinary shares in issue and 0 ordinary shares in treasury. On November 11, 2024, the company announced a share repurchase program. Under the program, the company will repurchase up to £30 million worth of its shares. The purpose of the program is to reduce the company's share capital, and any shares purchased for this purpose will be cancelled. The program will continue continue until the earlier of the date on which the maximum aggregate consideration payable by the Company has been reached and May 11, 2025.Declared Dividend • Nov 13First half dividend increased to UK£0.093Dividend of UK£0.093 is 13% higher than last year. Ex-date: 21st November 2024 Payment date: 13th December 2024 Dividend yield will be 3.2%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is covered by both earnings (68% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 25% per year over the past 9 years. However, payments have been volatile during that time. EPS is expected to grow by 10.0% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Nov 11Kainos Group plc Declares Interim Dividend, Payable on December 13, 2024The Board of Kainos Group plc has declared an interim dividend of 9.3 pence per share for H1 25 (H1 24: 8.2 pence). This will be paid on 13 December 2024 to shareholders on the register at the close of business on 22 November 2024, with an ex-dividend date of 21 November 2024.Price Target Changed • Nov 03Price target decreased by 9.7% to UK£11.73Down from UK£12.98, the current price target is an average from 10 analysts. New target price is 58% above last closing price of UK£7.43. Stock is down 37% over the past year. The company is forecast to post earnings per share of UK£0.33 for next year compared to UK£0.39 last year.Major Estimate Revision • Nov 01Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from UK£388.3m to UK£377.1m. EPS estimate also fell from UK£0.395 per share to UK£0.335 per share. Net income forecast to shrink 7.5% next year vs 7.9% growth forecast for IT industry in the United Kingdom . Consensus price target down from UK£13.65 to UK£13.07. Share price fell 9.9% to UK£7.47 over the past week.Buy Or Sell Opportunity • Oct 30Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 21% to UK£8.55. The fair value is estimated to be UK£10.76, 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% over the last 3 years. Earnings per share has grown by 5.5%. For the next 3 years, revenue is forecast to grow by 7.7% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.Buy Or Sell Opportunity • Oct 01Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 20% to UK£8.63. The fair value is estimated to be UK£10.81, 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% over the last 3 years. Earnings per share has grown by 5.5%. For the next 3 years, revenue is forecast to grow by 7.7% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.Upcoming Dividend • Sep 26Upcoming dividend of UK£0.19 per shareEligible shareholders must have bought the stock before 03 October 2024. Payment date: 25 October 2024. Payout ratio is a comfortable 70% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of British dividend payers (5.4%). In line with average of industry peers (3.0%).分析記事 • Sep 25Kainos Group's (LON:KNOS) Dividend Will Be Increased To £0.191Kainos Group plc's ( LON:KNOS ) dividend will be increasing from last year's payment of the same period to £0.191 on...お知らせ • Sep 24Kainos Group plc Announces Board and Committee ChangesKainos Group plc confirmed that effective 24 September 2024 Rosaleen Blair is appointed as Company Chair and chair of the Nominations Committee. Rosaleen will no longer serve as a member of the Audit and Risk Committee. James Kidd is appointed as Senior Independent Director (SID) and member of the Nominations Committee. Tom Burnett and Andy Malpass have stepped down from the board, having completed their terms as independent Non-Executive Directors.分析記事 • Sep 20A Look Into Kainos Group's (LON:KNOS) Impressive Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Valuation Update With 7 Day Price Move • Sep 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to UK£9.22, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 24x in the IT industry in the United Kingdom. Total loss to shareholders of 51% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£12.08 per share.Buy Or Sell Opportunity • Sep 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 18% to UK£9.48. The fair value is estimated to be UK£12.00, 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% over the last 3 years. Earnings per share has grown by 5.5%. For the next 3 years, revenue is forecast to grow by 8.8% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.分析記事 • Sep 02Kainos Group (LON:KNOS) Has Announced That It Will Be Increasing Its Dividend To £0.191Kainos Group plc ( LON:KNOS ) will increase its dividend from last year's comparable payment on the 25th of October to...お知らせ • Sep 02Kainos Group plc Provides Earnings Guidance for the Fiscal Year Ending March 31, 2025Kainos Group plc provided earnings guidance for the fiscal year ending March 31, 2025. For the year ending 31 March 2025, the Board expects to deliver adjusted PBT in line with current market consensus forecasts, but due to the tougher trading environment in services in the financial year to date, expects only a small increase in overall revenues, which will be below current market consensus forecasts.分析記事 • Aug 17Kainos Group (LON:KNOS) Is Increasing Its Dividend To £0.191Kainos Group plc ( LON:KNOS ) will increase its dividend from last year's comparable payment on the 25th of October to...Buy Or Sell Opportunity • Aug 05Now 22% undervaluedOver the last 90 days, the stock has risen 2.5% to UK£10.22. The fair value is estimated to be UK£13.02, 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% over the last 3 years. Earnings per share has grown by 5.5%. For the next 3 years, revenue is forecast to grow by 9.6% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.Reported Earnings • Aug 02Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: UK£0.39 (up from UK£0.34 in FY 2023). Revenue: UK£382.4m (up 2.0% from FY 2023). Net income: UK£48.7m (up 17% from FY 2023). Profit margin: 13% (up from 11% in FY 2023). Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) exceeded analyst estimates by 1.0%. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.分析記事 • Jul 23Kainos Group's (LON:KNOS) Shareholders Will Receive A Bigger Dividend Than Last YearKainos Group plc's ( LON:KNOS ) dividend will be increasing from last year's payment of the same period to £0.191 on...分析記事 • Jul 19Estimating The Fair Value Of Kainos Group plc (LON:KNOS)Key Insights Kainos Group's estimated fair value is UK£11.11 based on 2 Stage Free Cash Flow to Equity With UK£11.12...分析記事 • Jun 14Kainos Group (LON:KNOS) Has Announced That It Will Be Increasing Its Dividend To £0.191Kainos Group plc's ( LON:KNOS ) dividend will be increasing from last year's payment of the same period to £0.191 on...分析記事 • Jun 13What Is Kainos Group plc's (LON:KNOS) Share Price Doing?Kainos Group plc ( LON:KNOS ), is not the largest company out there, but it saw a significant share price rise of 25...分析記事 • May 27Statutory Profit Doesn't Reflect How Good Kainos Group's (LON:KNOS) Earnings AreKainos Group plc ( LON:KNOS ) recently posted some strong earnings, and the market responded positively. We have done...分析記事 • May 25Kainos Group's (LON:KNOS) Upcoming Dividend Will Be Larger Than Last Year'sThe board of Kainos Group plc ( LON:KNOS ) has announced that it will be paying its dividend of £0.191 on the 25th of...分析記事 • May 23Kainos Group plc (LON:KNOS) Just Reported And Analysts Have Been Lifting Their Price TargetsIt's been a pretty great week for Kainos Group plc ( LON:KNOS ) shareholders, with its shares surging 16% to UK£12.20...Declared Dividend • May 22Final dividend increased to UK£0.19Dividend of UK£0.19 is 19% higher than last year. Ex-date: 3rd October 2024 Payment date: 25th October 2024 Dividend yield will be 2.1%, which is lower than the industry average of 2.4%. Sustainability & Growth Dividend is covered by both earnings (70% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 29% per year over the past 8 years. However, payments have been volatile during that time. EPS is expected to grow by 43% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Price Target Changed • May 22Price target increased by 8.1% to UK£13.85Up from UK£12.81, the current price target is an average from 10 analysts. New target price is 9.0% above last closing price of UK£12.70. Stock is down 1.7% over the past year. The company is forecast to post earnings per share of UK£0.42 for next year compared to UK£0.39 last year.Reported Earnings • May 21Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: UK£0.39 (up from UK£0.34 in FY 2023). Revenue: UK£382.4m (up 2.0% from FY 2023). Net income: UK£48.7m (up 17% from FY 2023). Profit margin: 13% (up from 11% in FY 2023). Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) exceeded analyst estimates by 1.0%. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 6.9% 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 but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • May 21Kainos Group plc Announces Board ChangesKainos Group plc announced the following Board and Board Committee changes: Tom Burnet, Independent Non-Executive Director, Board Chair and Chair of the Nominations Committee, will complete his term on the Board following the Company's Annual General Meeting on 24 September 2024. Andy Malpass, Independent Non-Executive Director, Senior Independent Director and Chair of the Audit Committee will complete his term on the Board after the Company's Annual General Meeting on 24 September 2024. Andy will step down as Chair of the Audit Committee with effect from 01 June 2024 but will remain a member of the Audit Committee until the conclusion of the Company's Annual General Meeting on 24 September 2024. Rosaleen Blair, Independent Non-Executive Director, member of the Nominations Committee, member of the Audit Committee and member of the Remuneration Committee will succeed Tom as the new Board Chair and Chair of the Nominations Committee, with effect from the conclusion of the Company's Annual General Meeting on 24 September 2024. At this time, in compliance with the Corporate Governance Code, Rosaleen will step down as a member of the Audit Committee. James Kidd Independent Non-Executive Director, member of the Audit Committee and member of the Remuneration Committee will assume the role of Chair of the Audit Committee with effect from 01 June 2024 and with effect from the conclusion of the Company's Annual General Meeting on 24 September 2024will assume the role of Senior Independent Director, succeeding Andy and will become a member of the Nominations Committee.Valuation Update With 7 Day Price Move • May 20Investor sentiment improves as stock rises 22%After last week's 22% share price gain to UK£12.46, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 26x in the IT industry in the United Kingdom. Total loss to shareholders of 5.6% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£12.88 per share.お知らせ • May 06Kainos Group plc, Annual General Meeting, Sep 24, 2024Kainos Group plc, Annual General Meeting, Sep 24, 2024.Price Target Changed • May 03Price target decreased by 9.2% to UK£12.94Down from UK£14.24, the current price target is an average from 10 analysts. New target price is 30% above last closing price of UK£9.93. Stock is down 22% over the past year. The company is forecast to post earnings per share of UK£0.39 for next year compared to UK£0.34 last year.分析記事 • Apr 23Earnings Tell The Story For Kainos Group plc (LON:KNOS)When close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") below 15x, you may...分析記事 • Apr 05Is There An Opportunity With Kainos Group plc's (LON:KNOS) 46% Undervaluation?Key Insights Using the 2 Stage Free Cash Flow to Equity, Kainos Group fair value estimate is UK£18.54 Kainos Group is...Recent Insider Transactions • Feb 02Insider recently sold UK£509k worth of stockOn the 26th of January, Malachy Smith sold around 48k shares on-market at roughly UK£10.50 per share. This transaction amounted to 19% 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 the only on-market transaction from insiders over the last 12 months.分析記事 • Jan 23Capital Investment Trends At Kainos Group (LON:KNOS) Look StrongWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...お知らせ • Jan 11+ 1 more updateKainos Group plc to Report Fiscal Year 2024 Final Results on May 20, 2024Kainos Group plc announced that they will report fiscal year 2024 final results on May 20, 2024分析記事 • Jan 05Shareholders Should Be Pleased With Kainos Group plc's (LON:KNOS) PriceWith a price-to-earnings (or "P/E") ratio of 31.5x Kainos Group plc ( LON:KNOS ) may be sending very bearish signals at...Buying Opportunity • Jan 02Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 3.1%. The fair value is estimated to be UK£13.76, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 6.2%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings is also forecast to grow by 18% per annum over the same time period.分析記事 • Dec 15Is There An Opportunity With Kainos Group plc's (LON:KNOS) 26% Undervaluation?Key Insights Kainos Group's estimated fair value is UK£13.86 based on 2 Stage Free Cash Flow to Equity Current share...Price Target Changed • Nov 24Price target decreased by 7.8% to UK£14.44Down from UK£15.66, the current price target is an average from 9 analysts. New target price is 51% above last closing price of UK£9.59. Stock is down 43% over the past year. The company is forecast to post earnings per share of UK£0.40 for next year compared to UK£0.34 last year.分析記事 • Nov 18Kainos Group's (LON:KNOS) Upcoming Dividend Will Be Larger Than Last Year'sThe board of Kainos Group plc ( LON:KNOS ) has announced that the dividend on 15th of December will be increased to...Upcoming Dividend • Nov 16Upcoming dividend of UK£0.082 per share at 2.4% yieldEligible shareholders must have bought the stock before 23 November 2023. Payment date: 15 December 2023. Payout ratio is a comfortable 72% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of British dividend payers (6.2%). Lower than average of industry peers (2.7%).New Risk • Nov 13New 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 7.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.5% average weekly change).Valuation Update With 7 Day Price Move • Nov 13Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to UK£9.55, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 23x in the IT industry in the United Kingdom. Total loss to shareholders of 19% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£7.25 per share.お知らせ • Oct 05Kainos Group plc Announces Confirmation of Board ChangesKainos Group plc (KNOS) pleased to confirm (as set out in the announcementof02 May 2023) James Kidd's appointment as an independent Non-Executive Director and member of the Audit & Risk Committee. In addition, with effect from 01 October 2023, James is a member of the Remuneration Committee.お知らせ • Sep 22+ 1 more updateKainos Group plc Appoints Russell Sloan to Board of DirectorsKainos Group plc confirmed that Russell Sloan has assumed the role of CEO. Russell's appointment as CEO and to the Kainos Board of Directors completes the transition outlined in the announcement of 19 June 2023 and follows the conclusion of the Company's AGM, during which Brendan Mooney stepped down as CEO and resigned as a director.株主還元KNOSGB ITGB 市場7D-2.0%4.4%-0.8%1Y1.1%7.3%19.7%株主還元を見る業界別リターン: KNOS過去 1 年間で7.3 % の収益を上げたUK IT業界を下回りました。リターン対市場: KNOSは、過去 1 年間で19.7 % のリターンを上げたUK市場を下回りました。価格変動Is KNOS's price volatile compared to industry and market?KNOS volatilityKNOS Average Weekly Movement5.9%IT Industry Average Movement6.2%Market Average Movement5.6%10% most volatile stocks in GB Market11.6%10% least volatile stocks in GB Market3.1%安定した株価: KNOS 、 UK市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: KNOSの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19863,132Brendan Mooneywww.kainos.comKainos Group plc は、イギリス、アイルランド、アメリカ大陸、中央ヨーロッパ、および国際的なデジタルテクノロジーサービスの提供に従事している。同社はデジタルサービス、ワークデイサービス、ワークデイ製品の各セグメントを通じて事業を展開している。デジタルサービス部門は、公共、商業、ヘルスケア部門向けのカスタムデジタルサービスプラットフォームの開発およびサポートを行っています。Workday サービス部門は、財務、人事、計画製品のクラウドベースソフトウェアを含む Workday ソフトウェアスイートのコンサルティング、プロジェクト管理、統合、および導入後のサービスを提供する。Workday 製品部門は、自動テストプラットフォーム Smart Test、コンプライアンス監視ツール Smart Audit、Workday 環境をより広範な社内外のチームが利用できるようにする際に機密データを確実に管理するデータマスキングツール Smart Shield、Workday の人事文書保管、自動化、コンプライアンスに対応する Employee Document Management、Workday に特化した自動テスト製品 Genie など、さまざまな製品を開発している。また、不動産事業、ソフトウェア開発事業、ソフトウェア・サービスの提供も行っている。金融サービス、保険、決済、教育、ライフサイエンス、ヘルスケア業界や政府機関にサービスを提供している。カイノス・グループは1986年に設立され、英国のベルファストに本社を置いている。もっと見るKainos Group plc 基礎のまとめKainos Group の収益と売上を時価総額と比較するとどうか。KNOS 基礎統計学時価総額UK£964.20m収益（TTM）UK£30.72m売上高(TTM)UK£380.27m30.8xPER（株価収益率2.5xP/SレシオKNOS は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計KNOS 損益計算書（TTM）収益UK£380.27m売上原価UK£202.24m売上総利益UK£178.03mその他の費用UK£147.31m収益UK£30.72m直近の収益報告Sep 30, 2025次回決算日May 18, 2026一株当たり利益（EPS）0.26グロス・マージン46.82%純利益率8.08%有利子負債／自己資本比率0%KNOS の長期的なパフォーマンスは？過去の実績と比較を見る配当金3.6%現在の配当利回り116%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/08 21:50終値2026/05/08 00:00収益2025/09/30年間収益2025/03/31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Kainos Group plc 11 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。18 アナリスト機関Alexander James ShortBerenbergBenjamin MayBerenbergMatthew LloydBNP Paribas15 その他のアナリストを表示
Featured narrative•Software opportunityZenaTechabout 2 months ago author updated this narrativeJOFair Value from Jolt_CommunicationsUS$6.8569.3% 割安 内在価値ディスカウントZenaTech: A big bet on the rise of AI drones and drones-as-a-serviceKey Takeaways ZenaTech is focusing its efforts into building AI drones, combining Drone as a Service, SaaS, and AI as its key revenue drivers. Previously building software for agriculture, ZenaTech has shifted rapidly toward drone services, now driving ~70% of revenue after recent acquisitions.Read full narrative3.2kusers have viewed this narrative9users have liked this narrative0users have commented on this narrative77users have followed this narrativeRead narrative
お知らせ • Apr 30+ 1 more updateKainos Group plc Announces Not to Stand Re-Election of Katie Davis as Independent Non-Executive Director and Remuneration Committee ChairKainos Group plc announced the following Board and Committee changes: Katie Davis, Independent Non-Executive Director and Remuneration Committee chair, has advised the Board that she will not seek re-election at the Company's Annual General Meeting on 22 September 2026 and will, therefore, step down from the Board at the conclusion of the AGM, having at that stage served for almost seven years.
Buy Or Sell Opportunity • Apr 23Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to UK£8.34. The fair value is estimated to be UK£10.56, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 3.7%. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 81% in the next 2 years.
Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 17%After last week's 17% share price gain to UK£8.78, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 11x in the IT industry in the United Kingdom. Total loss to shareholders of 23% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£10.09 per share.
Buy Or Sell Opportunity • Mar 11Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 29% to UK£7.71. The fair value is estimated to be UK£9.75, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 3.7%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 83% in the next 2 years.
Valuation Update With 7 Day Price Move • Feb 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to UK£7.70, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 18x in the IT industry in the United Kingdom. Total loss to shareholders of 43% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£10.54 per share.
Buy Or Sell Opportunity • Feb 04Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to UK£8.03. The fair value is estimated to be UK£10.28, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 3.7%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 80% in the next 2 years.
お知らせ • Apr 30+ 1 more updateKainos Group plc Announces Not to Stand Re-Election of Katie Davis as Independent Non-Executive Director and Remuneration Committee ChairKainos Group plc announced the following Board and Committee changes: Katie Davis, Independent Non-Executive Director and Remuneration Committee chair, has advised the Board that she will not seek re-election at the Company's Annual General Meeting on 22 September 2026 and will, therefore, step down from the Board at the conclusion of the AGM, having at that stage served for almost seven years.
Buy Or Sell Opportunity • Apr 23Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to UK£8.34. The fair value is estimated to be UK£10.56, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 3.7%. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 81% in the next 2 years.
Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 17%After last week's 17% share price gain to UK£8.78, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 11x in the IT industry in the United Kingdom. Total loss to shareholders of 23% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£10.09 per share.
Buy Or Sell Opportunity • Mar 11Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 29% to UK£7.71. The fair value is estimated to be UK£9.75, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 3.7%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 83% in the next 2 years.
Valuation Update With 7 Day Price Move • Feb 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to UK£7.70, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 18x in the IT industry in the United Kingdom. Total loss to shareholders of 43% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£10.54 per share.
Buy Or Sell Opportunity • Feb 04Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to UK£8.03. The fair value is estimated to be UK£10.28, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 3.7%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 80% in the next 2 years.
お知らせ • Jan 31+ 1 more updateKainos Group plc to Report First Half, 2027 Results on Nov 09, 2026Kainos Group plc announced that they will report first half, 2027 results on Nov 09, 2026
分析記事 • Jan 25A Look At The Fair Value Of Kainos Group plc (LON:KNOS)Key Insights Using the 2 Stage Free Cash Flow to Equity, Kainos Group fair value estimate is UK£10.92 Kainos Group's...
分析記事 • Dec 10Kainos Group plc's (LON:KNOS) 28% Jump Shows Its Popularity With InvestorsKainos Group plc ( LON:KNOS ) shareholders have had their patience rewarded with a 28% share price jump in the last...
分析記事 • Dec 02What Does Kainos Group plc's (LON:KNOS) Share Price Indicate?Kainos Group plc ( LON:KNOS ), is not the largest company out there, but it saw a significant share price rise of 50...
分析記事 • Nov 13Kainos Group's (LON:KNOS) Dividend Will Be £0.098The board of Kainos Group plc ( LON:KNOS ) has announced that it will pay a dividend on the 12th of December, with...
Declared Dividend • Nov 12First half dividend increased to UK£0.098Dividend of UK£0.098 is 5.4% higher than last year. Ex-date: 20th November 2025 Payment date: 12th December 2025 Dividend yield will be 3.0%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is not covered by earnings (116% earnings payout ratio). However, it is covered by cash flows (76% cash payout ratio). The dividend has increased by an average of 23% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 28% to bring the payout ratio under control. EPS is expected to grow by 89% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
New Risk • Nov 11New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 8.1% Last year net profit margin: 14% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (116% payout ratio). Profit margins are more than 30% lower than last year (8.1% net profit margin).
Reported Earnings • Nov 11First half 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst half 2026 results: EPS: UK£0.17 (down from UK£0.20 in 1H 2025). Revenue: UK£196.1m (up 7.1% from 1H 2025). Net income: UK£20.6m (down 19% from 1H 2025). Profit margin: 11% (down from 14% in 1H 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) missed analyst estimates by 6.7%. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.
お知らせ • Nov 10Kainos Group plc Declares an Interim Dividend for the Six Months to 30 September 2025, Payable on 12 December 2025The Board of Kainos Group plc has declared an interim dividend of 9.8 pence per share for the six months to 30 September 2025 (First half 2025: 9.3 pence). This will be paid on 12 December 2025 to shareholders on the register at the close of business on 21 November 2025, with an ex-dividend date of 20 November 2025.
Price Target Changed • Oct 08Price target increased by 7.1% to UK£10.61Up from UK£9.91, the current price target is an average from 9 analysts. New target price is 10% above last closing price of UK£9.64. Stock is up 17% over the past year. The company is forecast to post earnings per share of UK£0.35 for next year compared to UK£0.28 last year.
お知らせ • Sep 26Kainos Group plc Announces the Appointment of Shruthi Chindalur as Director, Effective September 24, 2025Kainos Group plc announced the appointment of Ms Shruthi Chindalur as director. Date of Appointment: September 24, 2025. Date of Birth: October 1978. Occupation: Director.
Upcoming Dividend • Sep 25Upcoming dividend of UK£0.19 per shareEligible shareholders must have bought the stock before 02 October 2025. Payment date: 24 October 2025. Payout ratio is on the higher end at 100%, however this is supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of British dividend payers (5.4%). In line with average of industry peers (3.2%).
分析記事 • Sep 22Kainos Group (LON:KNOS) Is Due To Pay A Dividend Of £0.191Kainos Group plc ( LON:KNOS ) has announced that it will pay a dividend of £0.191 per share on the 24th of October...
分析記事 • Sep 09Kainos Group plc's (LON:KNOS) P/E Is Still On The Mark Following 26% Share Price BounceKainos Group plc ( LON:KNOS ) shares have had a really impressive month, gaining 26% after a shaky period beforehand...
Valuation Update With 7 Day Price Move • Sep 01Investor sentiment improves as stock rises 20%After last week's 20% share price gain to UK£8.66, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 16x in the IT industry in the United Kingdom. Total loss to shareholders of 32% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£8.39 per share.
分析記事 • Sep 01Kainos Group (LON:KNOS) Will Pay A Dividend Of £0.191Kainos Group plc ( LON:KNOS ) has announced that it will pay a dividend of £0.191 per share on the 24th of October...
お知らせ • Sep 01Kainos Group plc Provides Earnings Guidance for the Year Ending 31 March 2026Kainos Group plc provided earnings guidance for the year ending 31 March 2026. The company expected revenues for the year ending 31 March 2026 at the upper end of consensus forecasts, driven by stronger sales in the period. This sales success is creating opportunities for further operating progress during the rest of the financial year. Company compiled range is based on known sell side analyst estimates. The ranges are: Revenue £378.0 million - £393.4 million. The respective consensus figures are £385.0 million.
分析記事 • Aug 15Kainos Group (LON:KNOS) Is Paying Out A Dividend Of £0.191Kainos Group plc ( LON:KNOS ) has announced that it will pay a dividend of £0.191 per share on the 24th of October. The...
お知らせ • Aug 14Kainos Group plc, Annual General Meeting, Sep 23, 2025Kainos Group plc, Annual General Meeting, Sep 23, 2025. Location: kainos house, 4 6 upper crescent, belfast, United Kingdom
Reported Earnings • Jul 28Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: UK£0.28 (down from UK£0.39 in FY 2024). Revenue: UK£367.2m (down 4.0% from FY 2024). Net income: UK£35.6m (down 27% from FY 2024). Profit margin: 9.7% (down from 13% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 16%. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.
分析記事 • Jul 17Kainos Group (LON:KNOS) Has Announced A Dividend Of £0.191Kainos Group plc's ( LON:KNOS ) investors are due to receive a payment of £0.191 per share on 24th of October. This...
お知らせ • Jul 17Kainos Appoints Shruthi Chindalur as an Independent Non-Executive Director and as A Member of the Audit and Risk Committee, the Remuneration Committee and the Nominations Committee, with Effect from 24 September 2025Kainos announced the appointment of Shruthi Chindalur as an independent Non-Executive Director and as a member of the Audit and Risk Committee, the Remuneration Committee and the Nominations Committee, with effect from 24 September 2025. Shruthi has over 20 years' experience in the technology, SaaS, and AdTech sectors. She previously held senior commercial and operational roles at Oracle, LinkedIn and Criteo, covering APAC, EMEA, and the Americas. She is currently a Non-Executive Director of Access Group, a leading provider of business management software to small and mid-sized organizations in the UK, Ireland, US and APAC and Bytes Technology Group, one of the UK and Ireland's leading providers of IT software offerings and solutions, with a focus on AI, cloud and security products.
分析記事 • May 26We Think You Can Look Beyond Kainos Group's (LON:KNOS) Lackluster EarningsThe most recent earnings report from Kainos Group plc ( LON:KNOS ) was disappointing for shareholders. Despite the soft...
分析記事 • May 22Kainos Group (LON:KNOS) Has Announced A Dividend Of £0.191The board of Kainos Group plc ( LON:KNOS ) has announced that it will pay a dividend of £0.191 per share on the 24th of...
お知らせ • May 22Kainos Group plc (LSE:KNOS) announces an Equity Buyback for £30 million worth of its shares.Kainos Group plc (LSE:KNOS) announces a share repurchase program. Under the program, the company will repurchase up to £30 million worth of its shares. The purpose of the program is to reduce the company's share capital, and any shares purchased for this purpose will be cancelled. The program will continue continue until the earlier of the date on which the maximum aggregate consideration payable by the Company has been reached and November 18, 2025.
お知らせ • May 21Kainos Group plc Proposes Final Dividend in Respect of the Year Ended 31 March 2025, Payable on 24 October 2025The Board of Kainos Group plc has proposed a final dividend in respect of the year ended 31 March 2025 subject to approval by shareholders at the Annual General Meeting. This dividend has not been recognised as a liability in these financial statements and there are no tax consequences. The proposed final dividend, if approved by shareholders, will be 19.1 per share (£23.6) million in total) and payable on 24 October 2025 to all shareholders on the Register of Members on 3 October 2025, and with an ex-dividend date of 2 October 2025.
Declared Dividend • May 21Dividend of UK£0.19 announcedShareholders will receive a dividend of UK£0.19. Ex-date: 2nd October 2025 Payment date: 24th October 2025 Dividend yield will be 3.8%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is covered by both earnings (81% earnings payout ratio) and cash flows (62% cash payout ratio). The dividend has increased by an average of 26% per year over the past 9 years. However, payments have been volatile during that time. EPS is expected to grow by 39% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 19First half 2025 earnings released: EPS: UK£0.20 (vs UK£0.18 in 1H 2024)First half 2025 results: EPS: UK£0.20 (up from UK£0.18 in 1H 2024). Revenue: UK£183.1m (down 5.2% from 1H 2024). Net income: UK£25.4m (up 15% from 1H 2024). Profit margin: 14% (up from 11% in 1H 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.9% p.a. on average during the next 4 years, compared to a 7.8% 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 15% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • May 19Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.7% to UK£7.53. The fair value is estimated to be UK£9.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 5.9% per annum. Earnings are also forecast to grow by 4.7% per annum over the same time period.
分析記事 • May 08Kainos Group plc (LON:KNOS) Stock Rockets 28% As Investors Are Less Pessimistic Than ExpectedKainos Group plc ( LON:KNOS ) shareholders are no doubt pleased to see that the share price has bounced 28% in the last...
Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 18%After last week's 18% share price gain to UK£7.02, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 23x in the IT industry in the United Kingdom. Total loss to shareholders of 42% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£6.68 per share.
分析記事 • Apr 04Kainos Group (LON:KNOS) Is Reinvesting To Multiply In ValueFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Price Target Changed • Apr 01Price target decreased by 7.4% to UK£10.30Down from UK£11.12, the current price target is an average from 11 analysts. New target price is 54% above last closing price of UK£6.69. Stock is down 33% over the past year. The company posted earnings per share of UK£0.39 last year.
分析記事 • Feb 21What Kainos Group plc's (LON:KNOS) P/E Is Not Telling YouWith a median price-to-earnings (or "P/E") ratio of close to 16x in the United Kingdom, you could be forgiven for...
Buy Or Sell Opportunity • Feb 13Now 20% overvaluedOver the last 90 days, the stock has fallen 7.2% to UK£7.88. The fair value is estimated to be UK£6.54, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 9.2% in 2 years. Earnings are forecast to decline by 6.5% in the next 2 years.
お知らせ • Jan 23+ 1 more updateKainos Group plc to Report First Half, 2026 Results on Nov 10, 2025Kainos Group plc announced that they will report first half, 2026 results on Nov 10, 2025
分析記事 • Jan 09Calculating The Intrinsic Value Of Kainos Group plc (LON:KNOS)Key Insights Kainos Group's estimated fair value is UK£7.41 based on 2 Stage Free Cash Flow to Equity With UK£7.49...
分析記事 • Dec 20Many Would Be Envious Of Kainos Group's (LON:KNOS) Excellent Returns On CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
お知らせ • Dec 11Kainos Group plc Announces CEO ChangesKainos Group plc announced Brendan Mooney as Chief Executive Officer. He will succeed Russell Sloan, who is stepping down with immediate effect. Brendan has worked for Kainos since 1989. He was CEO for 22 years before stepping down in September 2023. As CEO, Brendan led Kainos through a successful IPO in 2015 and turned Kainos into an international business and one of the UK's leading IT providers. Russell took over from Brendan as CEO in September 2023 and has been with Kainos since 1999. He was previously Director of the Group's Digital Services division, among a series of other leadership roles.
分析記事 • Dec 02When Should You Buy Kainos Group plc (LON:KNOS)?Kainos Group plc ( LON:KNOS ), might not be a large cap stock, but it saw significant share price movement during...
分析記事 • Nov 14Kainos Group (LON:KNOS) Is Due To Pay A Dividend Of £0.093The board of Kainos Group plc ( LON:KNOS ) has announced that it will pay a dividend on the 13th of December, with...
お知らせ • Nov 14Kainos Group plc (LSE:KNOS) commences an Equity Buyback Plan for 12,584,171 shares, representing 10% of its issued share capital, under the authorization approved on September 24, 2024.Kainos Group plc (LSE:KNOS) commences share repurchases on November 12, 2024 under the program mandated by the shareholders in the Annual General Meeting held on September 24, 2024. As per the mandate, the company is authorized to repurchase up to 12,584,171 shares, representing 10% of its issued share capital. The minimum price (exclusive of expenses) which may be paid for each ordinary share is its nominal value and the maximum price which may be paid for each ordinary share is the higher an amount equal to 105% of the average of the middle market quotations for an ordinary share as derived from the London Stock Exchange Daily Official List of the UK Listing Authority for the five business days immediately preceding the day on which the ordinary share is contracted to be purchased and/or an amount equal to the higher of the price of the last independent trade of an ordinary share and the current highest independent bid for an ordinary share as derived from the London Stock Exchange Trading System. The shares purchased will be cancelled. The authority shall expire on the earlier of the conclusion of the Company’s next Annual General Meeting and the close of business on September 30, 2025. As of August 1, 2024, the company had 125,834,578 ordinary shares in issue and 0 ordinary shares in treasury. On November 11, 2024, the company announced a share repurchase program. Under the program, the company will repurchase up to £30 million worth of its shares. The purpose of the program is to reduce the company's share capital, and any shares purchased for this purpose will be cancelled. The program will continue continue until the earlier of the date on which the maximum aggregate consideration payable by the Company has been reached and May 11, 2025.
Declared Dividend • Nov 13First half dividend increased to UK£0.093Dividend of UK£0.093 is 13% higher than last year. Ex-date: 21st November 2024 Payment date: 13th December 2024 Dividend yield will be 3.2%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is covered by both earnings (68% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 25% per year over the past 9 years. However, payments have been volatile during that time. EPS is expected to grow by 10.0% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Nov 11Kainos Group plc Declares Interim Dividend, Payable on December 13, 2024The Board of Kainos Group plc has declared an interim dividend of 9.3 pence per share for H1 25 (H1 24: 8.2 pence). This will be paid on 13 December 2024 to shareholders on the register at the close of business on 22 November 2024, with an ex-dividend date of 21 November 2024.
Price Target Changed • Nov 03Price target decreased by 9.7% to UK£11.73Down from UK£12.98, the current price target is an average from 10 analysts. New target price is 58% above last closing price of UK£7.43. Stock is down 37% over the past year. The company is forecast to post earnings per share of UK£0.33 for next year compared to UK£0.39 last year.
Major Estimate Revision • Nov 01Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from UK£388.3m to UK£377.1m. EPS estimate also fell from UK£0.395 per share to UK£0.335 per share. Net income forecast to shrink 7.5% next year vs 7.9% growth forecast for IT industry in the United Kingdom . Consensus price target down from UK£13.65 to UK£13.07. Share price fell 9.9% to UK£7.47 over the past week.
Buy Or Sell Opportunity • Oct 30Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 21% to UK£8.55. The fair value is estimated to be UK£10.76, 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% over the last 3 years. Earnings per share has grown by 5.5%. For the next 3 years, revenue is forecast to grow by 7.7% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
Buy Or Sell Opportunity • Oct 01Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 20% to UK£8.63. The fair value is estimated to be UK£10.81, 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% over the last 3 years. Earnings per share has grown by 5.5%. For the next 3 years, revenue is forecast to grow by 7.7% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
Upcoming Dividend • Sep 26Upcoming dividend of UK£0.19 per shareEligible shareholders must have bought the stock before 03 October 2024. Payment date: 25 October 2024. Payout ratio is a comfortable 70% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of British dividend payers (5.4%). In line with average of industry peers (3.0%).
分析記事 • Sep 25Kainos Group's (LON:KNOS) Dividend Will Be Increased To £0.191Kainos Group plc's ( LON:KNOS ) dividend will be increasing from last year's payment of the same period to £0.191 on...
お知らせ • Sep 24Kainos Group plc Announces Board and Committee ChangesKainos Group plc confirmed that effective 24 September 2024 Rosaleen Blair is appointed as Company Chair and chair of the Nominations Committee. Rosaleen will no longer serve as a member of the Audit and Risk Committee. James Kidd is appointed as Senior Independent Director (SID) and member of the Nominations Committee. Tom Burnett and Andy Malpass have stepped down from the board, having completed their terms as independent Non-Executive Directors.
分析記事 • Sep 20A Look Into Kainos Group's (LON:KNOS) Impressive Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Valuation Update With 7 Day Price Move • Sep 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to UK£9.22, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 24x in the IT industry in the United Kingdom. Total loss to shareholders of 51% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£12.08 per share.
Buy Or Sell Opportunity • Sep 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 18% to UK£9.48. The fair value is estimated to be UK£12.00, 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% over the last 3 years. Earnings per share has grown by 5.5%. For the next 3 years, revenue is forecast to grow by 8.8% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
分析記事 • Sep 02Kainos Group (LON:KNOS) Has Announced That It Will Be Increasing Its Dividend To £0.191Kainos Group plc ( LON:KNOS ) will increase its dividend from last year's comparable payment on the 25th of October to...
お知らせ • Sep 02Kainos Group plc Provides Earnings Guidance for the Fiscal Year Ending March 31, 2025Kainos Group plc provided earnings guidance for the fiscal year ending March 31, 2025. For the year ending 31 March 2025, the Board expects to deliver adjusted PBT in line with current market consensus forecasts, but due to the tougher trading environment in services in the financial year to date, expects only a small increase in overall revenues, which will be below current market consensus forecasts.
分析記事 • Aug 17Kainos Group (LON:KNOS) Is Increasing Its Dividend To £0.191Kainos Group plc ( LON:KNOS ) will increase its dividend from last year's comparable payment on the 25th of October to...
Buy Or Sell Opportunity • Aug 05Now 22% undervaluedOver the last 90 days, the stock has risen 2.5% to UK£10.22. The fair value is estimated to be UK£13.02, 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% over the last 3 years. Earnings per share has grown by 5.5%. For the next 3 years, revenue is forecast to grow by 9.6% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
Reported Earnings • Aug 02Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: UK£0.39 (up from UK£0.34 in FY 2023). Revenue: UK£382.4m (up 2.0% from FY 2023). Net income: UK£48.7m (up 17% from FY 2023). Profit margin: 13% (up from 11% in FY 2023). Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) exceeded analyst estimates by 1.0%. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
分析記事 • Jul 23Kainos Group's (LON:KNOS) Shareholders Will Receive A Bigger Dividend Than Last YearKainos Group plc's ( LON:KNOS ) dividend will be increasing from last year's payment of the same period to £0.191 on...
分析記事 • Jul 19Estimating The Fair Value Of Kainos Group plc (LON:KNOS)Key Insights Kainos Group's estimated fair value is UK£11.11 based on 2 Stage Free Cash Flow to Equity With UK£11.12...
分析記事 • Jun 14Kainos Group (LON:KNOS) Has Announced That It Will Be Increasing Its Dividend To £0.191Kainos Group plc's ( LON:KNOS ) dividend will be increasing from last year's payment of the same period to £0.191 on...
分析記事 • Jun 13What Is Kainos Group plc's (LON:KNOS) Share Price Doing?Kainos Group plc ( LON:KNOS ), is not the largest company out there, but it saw a significant share price rise of 25...
分析記事 • May 27Statutory Profit Doesn't Reflect How Good Kainos Group's (LON:KNOS) Earnings AreKainos Group plc ( LON:KNOS ) recently posted some strong earnings, and the market responded positively. We have done...
分析記事 • May 25Kainos Group's (LON:KNOS) Upcoming Dividend Will Be Larger Than Last Year'sThe board of Kainos Group plc ( LON:KNOS ) has announced that it will be paying its dividend of £0.191 on the 25th of...
分析記事 • May 23Kainos Group plc (LON:KNOS) Just Reported And Analysts Have Been Lifting Their Price TargetsIt's been a pretty great week for Kainos Group plc ( LON:KNOS ) shareholders, with its shares surging 16% to UK£12.20...
Declared Dividend • May 22Final dividend increased to UK£0.19Dividend of UK£0.19 is 19% higher than last year. Ex-date: 3rd October 2024 Payment date: 25th October 2024 Dividend yield will be 2.1%, which is lower than the industry average of 2.4%. Sustainability & Growth Dividend is covered by both earnings (70% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 29% per year over the past 8 years. However, payments have been volatile during that time. EPS is expected to grow by 43% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Price Target Changed • May 22Price target increased by 8.1% to UK£13.85Up from UK£12.81, the current price target is an average from 10 analysts. New target price is 9.0% above last closing price of UK£12.70. Stock is down 1.7% over the past year. The company is forecast to post earnings per share of UK£0.42 for next year compared to UK£0.39 last year.
Reported Earnings • May 21Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: UK£0.39 (up from UK£0.34 in FY 2023). Revenue: UK£382.4m (up 2.0% from FY 2023). Net income: UK£48.7m (up 17% from FY 2023). Profit margin: 13% (up from 11% in FY 2023). Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) exceeded analyst estimates by 1.0%. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 6.9% 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 but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • May 21Kainos Group plc Announces Board ChangesKainos Group plc announced the following Board and Board Committee changes: Tom Burnet, Independent Non-Executive Director, Board Chair and Chair of the Nominations Committee, will complete his term on the Board following the Company's Annual General Meeting on 24 September 2024. Andy Malpass, Independent Non-Executive Director, Senior Independent Director and Chair of the Audit Committee will complete his term on the Board after the Company's Annual General Meeting on 24 September 2024. Andy will step down as Chair of the Audit Committee with effect from 01 June 2024 but will remain a member of the Audit Committee until the conclusion of the Company's Annual General Meeting on 24 September 2024. Rosaleen Blair, Independent Non-Executive Director, member of the Nominations Committee, member of the Audit Committee and member of the Remuneration Committee will succeed Tom as the new Board Chair and Chair of the Nominations Committee, with effect from the conclusion of the Company's Annual General Meeting on 24 September 2024. At this time, in compliance with the Corporate Governance Code, Rosaleen will step down as a member of the Audit Committee. James Kidd Independent Non-Executive Director, member of the Audit Committee and member of the Remuneration Committee will assume the role of Chair of the Audit Committee with effect from 01 June 2024 and with effect from the conclusion of the Company's Annual General Meeting on 24 September 2024will assume the role of Senior Independent Director, succeeding Andy and will become a member of the Nominations Committee.
Valuation Update With 7 Day Price Move • May 20Investor sentiment improves as stock rises 22%After last week's 22% share price gain to UK£12.46, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 26x in the IT industry in the United Kingdom. Total loss to shareholders of 5.6% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£12.88 per share.
お知らせ • May 06Kainos Group plc, Annual General Meeting, Sep 24, 2024Kainos Group plc, Annual General Meeting, Sep 24, 2024.
Price Target Changed • May 03Price target decreased by 9.2% to UK£12.94Down from UK£14.24, the current price target is an average from 10 analysts. New target price is 30% above last closing price of UK£9.93. Stock is down 22% over the past year. The company is forecast to post earnings per share of UK£0.39 for next year compared to UK£0.34 last year.
分析記事 • Apr 23Earnings Tell The Story For Kainos Group plc (LON:KNOS)When close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") below 15x, you may...
分析記事 • Apr 05Is There An Opportunity With Kainos Group plc's (LON:KNOS) 46% Undervaluation?Key Insights Using the 2 Stage Free Cash Flow to Equity, Kainos Group fair value estimate is UK£18.54 Kainos Group is...
Recent Insider Transactions • Feb 02Insider recently sold UK£509k worth of stockOn the 26th of January, Malachy Smith sold around 48k shares on-market at roughly UK£10.50 per share. This transaction amounted to 19% 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 the only on-market transaction from insiders over the last 12 months.
分析記事 • Jan 23Capital Investment Trends At Kainos Group (LON:KNOS) Look StrongWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
お知らせ • Jan 11+ 1 more updateKainos Group plc to Report Fiscal Year 2024 Final Results on May 20, 2024Kainos Group plc announced that they will report fiscal year 2024 final results on May 20, 2024
分析記事 • Jan 05Shareholders Should Be Pleased With Kainos Group plc's (LON:KNOS) PriceWith a price-to-earnings (or "P/E") ratio of 31.5x Kainos Group plc ( LON:KNOS ) may be sending very bearish signals at...
Buying Opportunity • Jan 02Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 3.1%. The fair value is estimated to be UK£13.76, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 6.2%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings is also forecast to grow by 18% per annum over the same time period.
分析記事 • Dec 15Is There An Opportunity With Kainos Group plc's (LON:KNOS) 26% Undervaluation?Key Insights Kainos Group's estimated fair value is UK£13.86 based on 2 Stage Free Cash Flow to Equity Current share...
Price Target Changed • Nov 24Price target decreased by 7.8% to UK£14.44Down from UK£15.66, the current price target is an average from 9 analysts. New target price is 51% above last closing price of UK£9.59. Stock is down 43% over the past year. The company is forecast to post earnings per share of UK£0.40 for next year compared to UK£0.34 last year.
分析記事 • Nov 18Kainos Group's (LON:KNOS) Upcoming Dividend Will Be Larger Than Last Year'sThe board of Kainos Group plc ( LON:KNOS ) has announced that the dividend on 15th of December will be increased to...
Upcoming Dividend • Nov 16Upcoming dividend of UK£0.082 per share at 2.4% yieldEligible shareholders must have bought the stock before 23 November 2023. Payment date: 15 December 2023. Payout ratio is a comfortable 72% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of British dividend payers (6.2%). Lower than average of industry peers (2.7%).
New Risk • Nov 13New 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 7.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.5% average weekly change).
Valuation Update With 7 Day Price Move • Nov 13Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to UK£9.55, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 23x in the IT industry in the United Kingdom. Total loss to shareholders of 19% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£7.25 per share.
お知らせ • Oct 05Kainos Group plc Announces Confirmation of Board ChangesKainos Group plc (KNOS) pleased to confirm (as set out in the announcementof02 May 2023) James Kidd's appointment as an independent Non-Executive Director and member of the Audit & Risk Committee. In addition, with effect from 01 October 2023, James is a member of the Remuneration Committee.
お知らせ • Sep 22+ 1 more updateKainos Group plc Appoints Russell Sloan to Board of DirectorsKainos Group plc confirmed that Russell Sloan has assumed the role of CEO. Russell's appointment as CEO and to the Kainos Board of Directors completes the transition outlined in the announcement of 19 June 2023 and follows the conclusion of the Company's AGM, during which Brendan Mooney stepped down as CEO and resigned as a director.
