View Past PerformanceEndava バランスシートの健全性財務の健全性 基準チェック /46Endavaの総株主資本は£565.4M 、総負債は£202.7Mで、負債比率は35.9%となります。総資産と総負債はそれぞれ£928.4Mと£362.9Mです。 Endavaの EBIT は£25.8Mで、利息カバレッジ比率1.4です。現金および短期投資は£68.5Mです。主要情報35.86%負債資本比率UK£202.75m負債インタレスト・カバレッジ・レシオ1.4x現金UK£68.48mエクイティUK£565.44m負債合計UK£362.92m総資産UK£928.36m財務の健全性に関する最新情報更新なしすべての更新を表示Recent updatesBoard Change • May 15High number of new directorsChair of Global Advisory Board & Chief Engagement Officer Alastair Lukies was the last director to join the board, commencing their role in 2025.お知らせ • May 08Endava plc to Report Q3, 2026 Results on May 21, 2026Endava plc announced that they will report Q3, 2026 results at 9:30 AM, US Eastern Standard Time on May 21, 2026Reported Earnings • Mar 31Second quarter 2026 earnings released: UK£0.13 loss per share (vs UK£0.12 profit in 2Q 2025)Second quarter 2026 results: UK£0.13 loss per share (down from UK£0.12 profit in 2Q 2025). Revenue: UK£184.1m (down 5.9% from 2Q 2025). Net loss: UK£6.91m (down 201% from profit in 2Q 2025). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Global IT industry. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 25 percentage points per year, which is a significant difference in performance.Board Change • Mar 31High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Chair of Global Advisory Board & Chief Engagement Officer Alastair Lukies was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 21Second quarter 2026 earnings released: UK£0.13 loss per share (vs UK£0.12 profit in 2Q 2025)Second quarter 2026 results: UK£0.13 loss per share (down from UK£0.12 profit in 2Q 2025). Revenue: UK£184.1m (down 5.9% from 2Q 2025). Net loss: UK£6.91m (down 201% from profit in 2Q 2025). Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Global IT industry. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 23 percentage points per year, which is a significant difference in performance.New Risk • Feb 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 8.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 8.6% per year for the foreseeable future.お知らせ • Feb 19Endava plc Provides Earnings Guidance for the Third Quarter and Full Fiscal Year 2026Endava plc provided earnings guidance for the third Quarter and full Fiscal Year 2026 . For the quarter, company expects revenue will be in the range of £182.0 million to £185.0 million, representing a constant currency revenue decline of between (4.0)% and (2.5)% on a year over year basis. For the year, company expected expects revenue will be in the range of £736.0 million to £750.0 million, representing a constant currency revenue decline of between (3.5)% and (1.5)% on a year over year basis.Board Change • Feb 13High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Chair of Global Advisory Board & Chief Engagement Officer Alastair Lukies was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Feb 06Endava plc to Report Q2, 2026 Results on Feb 19, 2026Endava plc announced that they will report Q2, 2026 results Pre-Market on Feb 19, 2026お知らせ • Nov 18Endava Launches Dava.Rise to Accelerate Enterprise InnovationEndava announced the launch of Dava.Rise, a new programme designed to connect high-potential scale-ups with global enterprises seeking to accelerate innovation. Dava.Rise bridges the gap between enterprise demand for rapid innovation and the solutions emerging from scale-up ecosystem. By utilising Endava’s international industry network, the programme identifies the key challenges and trends faced by enterprises and matches them with pioneering scale-ups. For participating scale-ups, Dava.Rise will look at each organisation’s product-market fit, seeking to demonstrate the value and scalability of proof-of-concept frameworks, and to help accelerate each firm’s commercial pathways to those typically reached later in the venture cycle. Endava’s experts also provide go-to-market support with sales and customer engagement. The programme offers access to mentorships, industry-led workshops, as well as technical guidance so that scale-ups can meet enterprise-grade standards at speed. For enterprises, the programme will provide a credible route to adopting potential new, innovative technologies. In addition, Endava’s partners have the opportunity to engage with a strong pipeline of enterprise targeted scale-ups. Dava.Rise fosters close collaboration between investors, ventures, and industry leaders.お知らせ • Nov 13Endava plc, Annual General Meeting, Dec 10, 2025Endava plc, Annual General Meeting, Dec 10, 2025. Location: offices of cooley (uk) llp, at 22 bishopsgate, ec2n 4bq, london United KingdomReported Earnings • Nov 12First quarter 2026 earnings released: UK£0.15 loss per share (vs UK£0.038 profit in 1Q 2025)First quarter 2026 results: UK£0.15 loss per share (down from UK£0.038 profit in 1Q 2025). Revenue: UK£178.2m (down 8.6% from 1Q 2025). Net loss: UK£8.16m (down 463% from profit in 1Q 2025). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Global IT industry. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 11 percentage points per year, which is a significant difference in performance.Valuation Update With 7 Day Price Move • Nov 12Investor sentiment deteriorates as stock falls 28%After last week's 28% share price decline to Mex$128, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 17x in the IT industry globally. Total loss to shareholders of 79% over the past year.お知らせ • Nov 12Endava plc Provides Earnings Guidance for Second Quarter and Full Year 2026Endava plc provided earnings guidance for second quarter and full year 2026. For the quarter the company expects revenue will be in the range of £179.0 million to £182.0 million, representing a constant currency revenue decline of between (8.0)% and (7.0)% on a year over year basis. Full Fiscal Year 2026, the company expects revenue will be in the range of £735.0 million to £752.0 million, representing a constant currency revenue change of between (4.5)% and (2.5)% on a year over year basis.お知らせ • Oct 29Endava plc to Report Q1, 2026 Results on Nov 11, 2025Endava plc announced that they will report Q1, 2026 results Pre-Market on Nov 11, 2025Valuation Update With 7 Day Price Move • Oct 27Investor sentiment improves as stock rises 18%After last week's 18% share price gain to Mex$180, the stock trades at a forward P/E ratio of 58x. Average forward P/E is 18x in the IT industry globally. Total loss to shareholders of 63% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$348 per share.New Risk • Sep 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 0.6% per year for the foreseeable future.Reported Earnings • Sep 06Full year 2025 earnings released: EPS: UK£0.36 (vs UK£0.29 in FY 2024)Full year 2025 results: EPS: UK£0.36 (up from UK£0.29 in FY 2024). Revenue: UK£772.3m (up 4.3% from FY 2024). Net income: UK£21.2m (up 24% from FY 2024). Profit margin: 2.7% (up from 2.3% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Global IT industry. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 6 percentage points per year, which is a significant difference in performance.お知らせ • Sep 04Endava plc Provides Earnings Guidance for the First Quarter and Full Fiscal Year 2026Endava plc provided earnings guidance for the first quarter and full fiscal year 2026. For the quarter, the company expects revenue will be in the range of £181.0 million to £183.0 million, representing a constant currency revenue decrease of between (6.0)% and (5.0)% on a year over year basis. For the year, the company expects revenue will be in the range of £750.0 million to £765.0 million, representing a constant currency revenue change of between (1.5)% and 0.5% on a year over year basis.Board Change • Sep 02High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Chair of Global Advisory Board & Chief Engagement Officer Alastair Lukies was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Aug 22Endava plc to Report Q4, 2025 Results on Sep 04, 2025Endava plc announced that they will report Q4, 2025 results Pre-Market on Sep 04, 2025Board Change • Aug 15High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Chair of Global Advisory Board & Chief Engagement Officer Alastair Lukies was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Jul 10High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Chair of Global Advisory Board Alastair Lukies was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jul 08Endava plc Announces Executive ChangesEndava plc announced changes to its executive team. John Cotterell, CEO, has assumed additional operational responsibilities for the sales and go-to-market strategy, reflecting a strategic move towards a more centralised leadership model. This follows the retirement of Julian Bull, Endava’s Chief Operating Officer. As part of this broader leadership evolution, Alastair Lukies CBEhas joined Endava as Chief Engagement Officer,with a specific focus on further deepening stakeholder engagement, externally and internally. Alastair is also responsible for chairing Endava’s recently announced Global Advisory Board as the business focuses on AI driven growth. The Global Advisory Board’s members bring a plethora of experience across industries and regions, reflecting the breadth of the technology industry today. Returning to a senior leadership role, Rob Machin has been appointed Chief People and Locations Officer. Rob, a former COO of the company, will focus on building on the strong engineering culture to continue to deliver significant value to the clients in both complex programmes of core systems modernisation and by utilising productivity gains from use of AI technologies. Rob succeeds David Churchill, Chief People Officer, who has stepped down from the role and will leave the company.Board Change • Jul 01High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Chair of Global Advisory Board Alastair Lukies was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jun 24Endava Announces the Formation of Global Advisory BoardEndava announced the formation of its global advisory board. Following 18 months of embedding AI across its own operations and collaborating with strategic partners and clients to drive AI-powered business outcomes, Endava has formed a prestigious group of advisors and ambassadors to help Endava in aiding the world’s leading companies harness the power of AI to achieve transformative results. Their remit includes advising Endava’s leadership on growth strategies in technology-related sectors; offering insights and perspectives on wider industry trends and market opportunities; and supporting Endava and its clients in navigating global challenges and opportunities in technology transformation. The advisory group has been carefully selected to cover key industries, use cases and themes that are transforming the way the world works. Chaired by Alastair Lukies CBE and with Dame Alison Rose as Co-Chair, it will support Endava’s executive leadership and industry stakeholders to provide cutting edge technology services. The Global Advisory Board’s members bring a plethora of experience across industries and regions, reflecting the breadth of the technology industry today. In addition to Lukies and Rose, members include Lord Christopher Holmes of Richmond MBE, member of the House of Lords; Dr Orlando Machado, former Chief Data Officer at the LEGO Group; Adam Banks, former CIO at Maersk; Simon Jones, international relations expert and celebrated author; Stephen C. Daffron, Co-Founder of Motive Partners; Garry Lyons, Founder and CEO of Shipyard Technology Ventures; John W. Thompson, Venture Partner at Lightspeed; Sandi Thompson, immigration attorney and former IBM executive; Sam Balaji, Tech Investor and former Global CEO of Deloitte Consulting and David Yates, former President at Mastercard.Valuation Update With 7 Day Price Move • May 21Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to Mex$297, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 18x in the IT industry globally. Total loss to shareholders of 87% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$462 per share.Reported Earnings • May 16Third quarter 2025 earnings released: EPS: UK£0.18 (vs UK£0.03 loss in 3Q 2024)Third quarter 2025 results: EPS: UK£0.18 (up from UK£0.03 loss in 3Q 2024). Revenue: UK£194.8m (up 12% from 3Q 2024). Net income: UK£10.9m (up UK£12.7m from 3Q 2024). Profit margin: 5.6% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Global IT industry. Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 46% per year, which means it has not declined as severely as earnings.お知らせ • May 15Endava plc Provides Earnings Guidance for the Fourth Quarter and Full Year of 2025Endava plc provided earnings guidance for the fourth quarter and full year of 2025. For the fourth quarter of 2025, Endava expects revenue will be in the range of £186.0 million to £188.0 million, representing a constant currency revenue change of between (1.0)% and 0.0% on a year over year basis. For the full year, Endava expects revenue will be in the range of £771.5 million to £773.5 million, representing a constant currency revenue increase of between 6.0% and 6.5% on a year over year basis. This guidance for the fourth quarter and full fiscal year 2025 assumes the exchange rates on April 30, 2025 (when the exchange rate was GBP 1 to USD 1.34 and EUR 1.18).Buy Or Sell Opportunity • May 14Now 29% undervalued after recent price dropOver the last 90 days, the stock has fallen 46% to Mex$365. The fair value is estimated to be Mex$516, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.4% over the last 3 years. Earnings per share has declined by 42%. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 647% in the next 2 years.お知らせ • May 01Endava plc to Report Q3, 2025 Results on May 14, 2025Endava plc announced that they will report Q3, 2025 results Pre-Market on May 14, 2025Reported Earnings • Feb 26Second quarter 2025 earnings released: EPS: UK£0.12 (vs UK£0.14 in 2Q 2024)Second quarter 2025 results: EPS: UK£0.12 (down from UK£0.14 in 2Q 2024). Revenue: UK£195.6m (up 6.6% from 2Q 2024). Net income: UK£6.85m (down 18% from 2Q 2024). Profit margin: 3.5% (down from 4.5% in 2Q 2024). Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Global IT industry. Over the last 3 years on average, earnings per share has fallen by 42% per year whereas the company’s share price has fallen by 41% per year.お知らせ • Feb 21+ 1 more updateEndava plc (NYSE:DAVA) announces an Equity Buyback for $100 million worth of its shares.Endava plc (NYSE:DAVA) announces a share repurchase program. Under the program, the company will repurchase up to $100 million worth of its Class A ordinary shares (in the form of American Depositary Shares). The Company intends to fund the share repurchases through a combination of cash generated from operations and drawing debt funding through its revolving credit facility. The program is subject to shareholder approval, which the company intend to seek at a general meeting to be held on or around March 14, 2025.お知らせ • Feb 06Endava plc to Report Q2, 2025 Results on Feb 20, 2025Endava plc announced that they will report Q2, 2025 results Pre-Market on Feb 20, 2025New Risk • Nov 15New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.9% net profit margin). Shareholders have been diluted in the past year (2.0% increase in shares outstanding).お知らせ • Nov 14Endava plc, Annual General Meeting, Dec 12, 2024Endava plc, Annual General Meeting, Dec 12, 2024. Location: at 22 bishopsgate, ec2n 4bq, london United KingdomReported Earnings • Nov 14First quarter 2025 earnings released: EPS: UK£0.038 (vs UK£0.21 in 1Q 2024)First quarter 2025 results: EPS: UK£0.038 (down from UK£0.21 in 1Q 2024). Revenue: UK£195.1m (up 3.5% from 1Q 2024). Net income: UK£2.25m (down 82% from 1Q 2024). Profit margin: 1.2% (down from 6.6% in 1Q 2024). Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Global IT industry. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has fallen by 44% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 25%After last week's 25% share price gain to Mex$615, the stock trades at a forward P/E ratio of 59x. Average forward P/E is 20x in the IT industry globally. Total loss to shareholders of 82% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$600 per share.お知らせ • Nov 12Endava plc Provides Earnings Guidance for the Second Quarter and Full Fiscal Year 2025Endava plc provided earnings guidance for the second quarter and Full Fiscal Year 2025. For the quarter, the company expects revenue will be in the range of £195.0 million to £197.0 million, representing a constant currency revenue increase of between 8.5% and 9.5% on a year over year basis. For the year, the company expects revenue will be in the range of £800.0 million to £810.0 million, representing a constant currency revenue increase of between 10.0% and 11.5% on a year over year basis.お知らせ • Oct 29Endava plc to Report Q1, 2025 Results on Nov 12, 2024Endava plc announced that they will report Q1, 2025 results Pre-Market on Nov 12, 2024New Risk • Sep 22New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks Profit margins are more than 30% lower than last year (2.3% net profit margin). Shareholders have been diluted in the past year (2.2% increase in shares outstanding).Reported Earnings • Sep 20Full year 2024 earnings released: EPS: UK£0.29 (vs UK£1.64 in FY 2023)Full year 2024 results: EPS: UK£0.29 (down from UK£1.64 in FY 2023). Revenue: UK£740.8m (down 6.8% from FY 2023). Net income: UK£17.1m (down 82% from FY 2023). Profit margin: 2.3% (down from 12% in FY 2023). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Global IT industry.お知らせ • Sep 20Endava plc Provides Earnings Guidance for the First Quarter and Full Year 2025Endava plc provided earnings guidance for the first quarter and full year 2025. for the quarter, the company expects revenue will be in the range of £194.0 million to £195.0 million, representing a constant currency revenue increase of between 4.5% and 5.0% on a year over year basis. For the year, the company expects revenue will be in the range of £800.0 million to £810.0 million, representing a constant currency revenue increase of between 10.0% and 11.5% on a year over year basis.お知らせ • Sep 06Endava plc to Report Q4, 2024 Results on Sep 19, 2024Endava plc announced that they will report Q4, 2024 results Pre-Market on Sep 19, 2024お知らせ • Aug 27Scott+Scott Attorneys at Law LLP Files Securities Class Action Against Endava, PLCScott+Scott Attorneys at Law LLP (“Scott+Scott”) has filed a securities class action lawsuit in the United States District Court for the Southern District of New York against Endava, PLC, and certain of its former and current officers and/or directors. The Class Action asserts claims under §§10(b) and 20(a) of the Securities Exchange Act of 1934 (15 U.S.C. §§78j(b) and 78t(a)) and U.S. Securities and Exchange Commission Rule 10b-5 promulgated thereunder (17 C.F.R. §240.10b-5) on behalf of all persons other than Defendants who purchased or otherwise acquired Endava securities between May 23, 2023, and February 28, 2024, inclusive, and were damaged thereby. The Class Action filed by Scott+Scott is captioned: Mueller v. Endava, PLC., et al.,Case No. 1:24-cv-06423.Reported Earnings • May 25Third quarter 2024 earnings released: UK£0.03 loss per share (vs UK£0.42 profit in 3Q 2023)Third quarter 2024 results: UK£0.03 loss per share (down from UK£0.42 profit in 3Q 2023). Revenue: UK£174.4m (down 14% from 3Q 2023). Net loss: UK£1.74m (down 107% from profit in 3Q 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Global IT industry. 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 35% per year, which means it is significantly lagging earnings.お知らせ • May 24Endava plc Provides Earnings Guidance for the Fourth Quarter and Full Fiscal Year 2024Endava plc provided earnings guidance for the fourth quarter and full fiscal year 2024. For the quarter, the company expects revenue will be in the range of £195.0 million to £197.0 million, representing a constant currency revenue growth of between 3.5% and 4.5% on a year over year basis.For the year, the company expects revenue will be in the range of £741.0 million to £743.0 million, representing a constant currency revenue decrease of between 4.5% and 4.0% on a year over year basis.お知らせ • May 11Endava plc to Report Q3, 2024 Results on May 23, 2024Endava plc announced that they will report Q3, 2024 results Pre-Market on May 23, 2024お知らせ • Apr 30Endava plc Creates Agentic AI Industry Accelerator for Highly Regulated IndustriesEndava plc announced the launch of its innovative agentic AI industry accelerator, internally designated as Morpheus. The first of its kind, the accelerator and its AI-powered industry tools combine the power of data and multi-agent autonomous teams to tackle complex challenges across all industries, including highly regulated fields like healthcare, insurance, financial services and private equity. To date, large language models (LLMs) and AI have existed in a 'black box' with little insight into how the systems arrive at the answers they provide. Endava is changing this by operationalising LLMs around data to overcome common barriers caused by hallucinations, ensuring that all activity is transparent, knowable, and critically, auditable. Rolling out throughout regulated industries, Endava’s agentic accelerator can be used to deliver value in countless ways such as helping insurers with underwriting policies more efficiently, working with analysts on legal or financial research and due diligence efforts and driving the development and testing of new healthcare products. 'Morpheus' represents the first significant step in applying advanced language model operations to automate complex processes within industries with strict regulatory requirements or data transparency needs. The heart of the design is based on three foundational themes: Data at the core with full transparency. Teams of agents to break down complex workflows. Dynamic scaling of teams to accelerate processes. Lead AI agents distribute workload amongst a team of specialist agents, collating their results and orchestrating the next workflow steps while also capturing data for traceability and governance at every step. LLM- and cloud-agnostic, Endava’s AI accelerator is a flexible and trustworthy way to rapidly transform businesses across any industry. Creating data products in this way enables an entirely new avenue of thinking about autonomous teams, removing the notion of constraints and freeing up entire workforces to do more meaningful work.お知らせ • Apr 11Endava plc (NYSE:DAVA) acquired GalaxE Group, Inc.Endava plc (NYSE:DAVA) agreed to acquire GalaxE Group, Inc for approximately $410 million on February 29, 2024. The consideration is primarily in cash with some stock, of which $30 million is conditional upon future performance of the GalaxE business. The transaction is subject to the completion of customary closing conditions, approvals, including the expiration of the required waiting period under the U.S. Hart-Scott-Rodino Antitrust Improvements Act of 1976 and is expected to close in early April 2024. BofA Securities, Inc. acted as financial advisor and Akin Gump Strauss Hauer & Feld LLP acted as legal advisor to Endava plc (NYSE:DAVA). J.P. Morgan Securities LLC acted as financial advisor and White & Case LLP acted as legal advisor to GalaxE Group, Inc. Endava plc (NYSE:DAVA) completed the acquisition of GalaxE Group, Inc on February 29, 2024.Reported Earnings • Mar 29Second quarter 2024 earnings released: EPS: UK£0.14 (vs UK£0.26 in 2Q 2023)Second quarter 2024 results: EPS: UK£0.14 (down from UK£0.26 in 2Q 2023). Revenue: UK£183.6m (down 11% from 2Q 2023). Net income: UK£8.35m (down 44% from 2Q 2023). Profit margin: 4.5% (down from 7.3% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Global IT industry. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.Reported Earnings • Mar 01Second quarter 2024 earnings released: EPS: UK£0.14 (vs UK£0.26 in 2Q 2023)Second quarter 2024 results: EPS: UK£0.14 (down from UK£0.26 in 2Q 2023). Revenue: UK£183.6m (down 11% from 2Q 2023). Net income: UK£8.35m (down 44% from 2Q 2023). Profit margin: 4.5% (down from 7.3% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Global IT industry. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.お知らせ • Mar 01Endava plc (NYSE:DAVA) agreed to acquire GalaxE Group, Inc.Endava plc (NYSE:DAVA) agreed to acquire GalaxE Group, Inc for approximately $405 million on February 29, 2024. The consideration is primarily in cash with some stock, of which $30 million is conditional upon future performance of the GalaxE business. The transaction is subject to the completion of customary closing conditions, approvals, including the expiration of the required waiting period under the U.S. Hart-Scott-Rodino Antitrust Improvements Act of 1976 and is expected to close in early April 2024. BofA Securities, Inc. acted as financial advisor and Akin Gump Strauss Hauer & Feld LLP acted as legal advisor to Endava plc (NYSE:DAVA). J.P. Morgan Securities LLC acted as financial advisor and White & Case LLP acted as legal advisor to GalaxE Group, Inc.お知らせ • Feb 29Endava plc Provides Earnings Guidance for the Third Quarter and Full Year of 2024Endava plc provided earnings guidance for the third quarter and full year of 2024. for the quarter, the company expects revenue will be in the range of £174.0 million to £176.0 million, representing a constant currency revenue decrease of between 12.0% and 11.0% on a year over year basis. For the full year, the company expects revenue will be in the range of £722.0 million to £735.0 million, representing a constant currency revenue decrease of between 7.0% and 5.0% on a year over year basis.お知らせ • Feb 13Endava plc to Report Q2, 2024 Results on Feb 29, 2024Endava plc announced that they will report Q2, 2024 results Pre-Market on Feb 29, 2024Reported Earnings • Nov 17First quarter 2024 earnings released: EPS: UK£0.21 (vs UK£0.56 in 1Q 2023)First quarter 2024 results: EPS: UK£0.21 (down from UK£0.56 in 1Q 2023). Revenue: UK£188.4m (down 3.9% from 1Q 2023). Net income: UK£12.4m (down 61% from 1Q 2023). Profit margin: 6.6% (down from 16% in 1Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Global IT industry. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.お知らせ • Nov 17Endava plc Provides Guidance for the Second Quarter and for the Full Year 2024Endava plc provided guidance for the second quarter and for the full year 2024. For the quarter, the company expects revenues will be in the range of £184.0 million to £185.0 million, representing a constant currency revenue decrease between 8.5% and 8.0%.For the period, the company expects revenues will be in the range of £791.0 million to £805.0 million, representing constant currency growth between 1.0% and 2.5%.New Risk • Nov 15New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.8% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risk Shareholders have been diluted in the past year (2.8% increase in shares outstanding).お知らせ • Nov 14Endava plc, Annual General Meeting, Dec 13, 2023Endava plc, Annual General Meeting, Dec 13, 2023, at 09:30 US Eastern Standard Time. Location: offices of Cooley (UK) LLP, 22 Bishopsgate, London EC2N 4BQ United Kingdom Agenda: To receipt and adoption of the 2023 Annual Report and Accounts; to approve the Directors’ remuneration; to approve appointment and remuneration of the auditor, respectively.; to consider re-election of members of the board of directors in accordance with the Company’s articles of association; and to consider if any other.お知らせ • Nov 02Endava plc to Report Q1, 2024 Results on Nov 15, 2023Endava plc announced that they will report Q1, 2024 results Pre-Market on Nov 15, 2023Reported Earnings • Sep 25Full year 2023 earnings released: EPS: UK£1.64 (vs UK£1.48 in FY 2022)Full year 2023 results: EPS: UK£1.64 (up from UK£1.48 in FY 2022). Revenue: UK£794.7m (up 21% from FY 2022). Net income: UK£94.2m (up 13% from FY 2022). Profit margin: 12% (in line with FY 2022). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Global IT industry. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.お知らせ • Sep 20Endava plc Provides Earnings Outlook for the First Quarter and Full Fiscal Year 2024Endava plc provided earnings outlook for the First Quarter and Full Fiscal Year 2024. For the Quarter, the company expects revenues will be in the range of £186.0 million to £187.0 million, representing constant currency revenue decline between (2.0)% and (1.0)%.For the Year, the company expects revenues will be in the range of £780.0 million to £795.0 million, representing constant currency growth between 1.0% and 3.0%.お知らせ • Sep 06Endava plc to Report Q4, 2023 Results on Sep 19, 2023Endava plc announced that they will report Q4, 2023 results at 9:30 AM, US Eastern Standard Time on Sep 19, 2023お知らせ • Aug 05Endava plc acquired TLM Partners, Inc.Endava plc acquired TLM Partners, Inc on August 3, 2023.Endava plc completed the acquisition of TLM Partners, Inc on August 3, 2023.お知らせ • Jun 10Endava plc (NYSE:DAVA) acquired Dek Corporation Pty Ltd.Endava plc (NYSE:DAVA) acquired Dek Corporation Pty Ltd on June 9, 2023. Endava plc (NYSE:DAVA) Completed the acquisition of Dek Corporation Pty Ltd on June 9, 2023.お知らせ • May 24Endava plc Announces Revenue Guidance for the Fourth Quarter and Full Year of 2023Endava plc announced revenue guidance for the fourth quarter and full year of 2023. For the quarter, the company expected revenue to be in the range £187.0 million to £189.0 million, representing constant currency revenue growth of between 3.0% and 4.0%. For the year, the company expected revenue to be in the range £792.0 million to £794.0 million, representing constant currency revenue growth of between 16.0% and 16.5%.Reported Earnings • May 24Third quarter 2023 earnings released: EPS: UK£0.42 (vs UK£0.35 in 3Q 2022)Third quarter 2023 results: EPS: UK£0.42 (up from UK£0.35 in 3Q 2022). Revenue: UK£203.5m (up 20% from 3Q 2022). Net income: UK£24.4m (up 21% from 3Q 2022). Profit margin: 12% (in line with 3Q 2022). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Global IT industry.Valuation Update With 7 Day Price Move • May 13Investor sentiment deteriorates as stock falls 32%After last week's 32% share price decline to Mex$860, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 18x in the IT industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$696 per share.お知らせ • May 11Endava plc (NYSE:DAVA) acquired Mudbath & Co. Pty Ltd.Endava plc (NYSE:DAVA) acquired Mudbath & Co. Pty Ltd on May 10, 2023. Endava plc (NYSE:DAVA) Completed the acquisition of Mudbath & Co. Pty Ltd on May 10, 2023.お知らせ • May 10Endava plc to Report Q3, 2023 Results on May 23, 2023Endava plc announced that they will report Q3, 2023 results Pre-Market on May 23, 2023Reported Earnings • Mar 24Second quarter 2023 earnings released: EPS: UK£0.26 (vs UK£0.27 in 2Q 2022)Second quarter 2023 results: EPS: UK£0.26 (down from UK£0.27 in 2Q 2022). Revenue: UK£205.2m (up 30% from 2Q 2022). Net income: UK£15.0m (down 2.5% from 2Q 2022). Profit margin: 7.3% (down from 9.8% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Global IT industry. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Board Change • Mar 15Insufficient 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. Independent Director Katy Hollister was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Feb 21Investor sentiment deteriorates as stock falls 32%After last week's 32% share price decline to Mex$1,587, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 20x in the IT industry globally. Total loss to shareholders of 39% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$818 per share.お知らせ • Feb 15Endava plc Provides Revenue Guidance for Third Quarter Fiscal Year 2023 and Full Fiscal Year 2023Endava plc provided revenue guidance for third quarter fiscal year 2023 and full fiscal year 2023. For third quarter fiscal year 2023, the company expects revenues will be in the range £201.0 million to £203.0 million, representing constant currency revenue growth of between 14.0% and 15.0%.For full fiscal year 2023, the company expects revenues will be in the range of £812.0 million to £817.0 million, representing constant currency growth of between 19.0% and 20.0%.Reported Earnings • Feb 15Second quarter 2023 earnings released: EPS: UK£0.26 (vs UK£0.27 in 2Q 2022)Second quarter 2023 results: EPS: UK£0.26 (down from UK£0.27 in 2Q 2022). Revenue: UK£205.2m (up 30% from 2Q 2022). Net income: UK£15.0m (down 2.5% from 2Q 2022). Profit margin: 7.3% (down from 9.8% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Global IT industry.お知らせ • Feb 01Endava plc to Report Q2, 2023 Results on Feb 14, 2023Endava plc announced that they will report Q2, 2023 results at 9:30 AM, US Eastern Standard Time on Feb 14, 2023Reported Earnings • Nov 17First quarter 2023 earnings released: EPS: UK£0.57 (vs UK£0.37 in 1Q 2022)First quarter 2023 results: EPS: UK£0.57 (up from UK£0.37 in 1Q 2022). Revenue: UK£196.2m (up 33% from 1Q 2022). Net income: UK£31.7m (up 54% from 1Q 2022). Profit margin: 16% (up from 14% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the IT industry in South America. Over the last 3 years on average, earnings per share has increased by 51% per year whereas the company’s share price has increased by 46% per year.Board Change • Nov 16Insufficient 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. Independent Director Katy Hollister was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 02Full year 2022 earnings releasedFull year 2022 results: EPS: UK£1.48. Revenue: UK£654.8m (up 47% from FY 2021). Net income: UK£83.1m (up UK£83.1m from FY 2021). Profit margin: 13% (up from 0% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the IT industry in South America. Over the last 3 years on average, earnings per share has increased by 44% per year and the company’s share price has also increased by 44% per year.Reported Earnings • Sep 27Full year 2022 earnings released: EPS: UK£1.51 (vs UK£0.79 in FY 2021)Full year 2022 results: EPS: UK£1.51 (up from UK£0.79 in FY 2021). Revenue: UK£654.8m (up 47% from FY 2021). Net income: UK£83.1m (up 91% from FY 2021). Profit margin: 13% (up from 9.7% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 7.3% growth forecast for the IT industry in South America.Board Change • Sep 15Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 3 highly experienced directors. Independent Director Sulina Connal was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Board Change • Aug 31Insufficient 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. 3 experienced directors. 3 highly experienced directors. Independent Director Sulina Connal was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Jul 18Insufficient 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. 3 experienced directors. 3 highly experienced directors. Independent Director Sulina Connal was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • May 30Insufficient 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. 3 experienced directors. 3 highly experienced directors. Independent Director Sulina Connal was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Mar 12Insufficient 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. 3 experienced directors. 3 highly experienced directors. Independent Director Sulina Connal was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 19Second quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatSecond quarter 2022 results: EPS: UK£0.27 (up from UK£0.14 in 2Q 2021). Revenue: UK£157.7m (up 50% from 2Q 2021). Net income: UK£15.4m (up 98% from 2Q 2021). Profit margin: 9.8% (up from 7.4% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.0%. Over the next year, revenue is forecast to grow 30%, compared to a 17% growth forecast for the industry in Mexico.Board Change • Feb 19Insufficient 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. 3 experienced directors. 3 highly experienced directors. Independent Director Sulina Connal was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Jan 27Investor sentiment deteriorated over the past weekAfter last week's 22% share price decline to Mex$2,265, the stock trades at a forward P/E ratio of 63x. Average forward P/E is 23x in the IT industry globally. Total returns to shareholders of 42% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,826 per share.Board Change • Jan 21Insufficient 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. 3 experienced directors. 3 highly experienced directors. Independent Director Sulina Connal was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Dec 31Insufficient 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. 3 experienced directors. 3 highly experienced directors. Independent Director Sulina Connal was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Nov 27Insufficient 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. 2 highly experienced directors. Independent Director Sulina Connal was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 18First quarter 2022 earnings released: EPS UK£0.37 (vs UK£0.12 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: UK£147.5m (up 55% from 1Q 2021). Net income: UK£20.5m (up 206% from 1Q 2021). Profit margin: 14% (up from 7.1% in 1Q 2021). The increase in margin was driven by higher revenue.Board Change • Oct 25Insufficient 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. 2 highly experienced directors. Independent Director Sulina Connal was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Oct 08Insufficient 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. 2 highly experienced directors. Independent Director Sulina Connal was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Jul 31Insufficient 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. 2 highly experienced directors. Independent Director Sulina Connal was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • May 20Third quarter 2021 earnings releasedThe company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: UK£112.3m (up 22% from 3Q 2020). Net income: UK£13.0m (down 11% from 3Q 2020). Profit margin: 12% (down from 16% in 3Q 2020). The decrease in margin was driven by higher expenses.財務状況分析短期負債: DAVA Nの 短期資産 ( £266.3M ) が 短期負債 ( £111.6M ) を超えています。長期負債: DAVA Nの短期資産 ( £266.3M ) が 長期負債 ( £251.3M ) 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: DAVA Nの 純負債対資本比率 ( 23.7% ) は 満足できる 水準であると考えられます。負債の削減: DAVA Nの負債対資本比率は、過去 5 年間で0%から35.9%に増加しました。債務返済能力: DAVA N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 ( 28% )。インタレストカバレッジ: DAVA Nの負債に対する 利息支払い は EBIT ( 1.4 x coverage) によって 十分にカバーされていません。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2026/05/21 15:47終値2026/05/20 00:00収益2025/12/31年間収益2025/06/30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Endava plc 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。16 アナリスト機関Tyler DuPontBofA Global ResearchChristopher SvenssonDeutsche BankYu LeeGuggenheim Securities, LLC13 その他のアナリストを表示
Board Change • May 15High number of new directorsChair of Global Advisory Board & Chief Engagement Officer Alastair Lukies was the last director to join the board, commencing their role in 2025.
お知らせ • May 08Endava plc to Report Q3, 2026 Results on May 21, 2026Endava plc announced that they will report Q3, 2026 results at 9:30 AM, US Eastern Standard Time on May 21, 2026
Reported Earnings • Mar 31Second quarter 2026 earnings released: UK£0.13 loss per share (vs UK£0.12 profit in 2Q 2025)Second quarter 2026 results: UK£0.13 loss per share (down from UK£0.12 profit in 2Q 2025). Revenue: UK£184.1m (down 5.9% from 2Q 2025). Net loss: UK£6.91m (down 201% from profit in 2Q 2025). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Global IT industry. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 25 percentage points per year, which is a significant difference in performance.
Board Change • Mar 31High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Chair of Global Advisory Board & Chief Engagement Officer Alastair Lukies was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 21Second quarter 2026 earnings released: UK£0.13 loss per share (vs UK£0.12 profit in 2Q 2025)Second quarter 2026 results: UK£0.13 loss per share (down from UK£0.12 profit in 2Q 2025). Revenue: UK£184.1m (down 5.9% from 2Q 2025). Net loss: UK£6.91m (down 201% from profit in 2Q 2025). Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Global IT industry. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 23 percentage points per year, which is a significant difference in performance.
New Risk • Feb 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 8.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 8.6% per year for the foreseeable future.
お知らせ • Feb 19Endava plc Provides Earnings Guidance for the Third Quarter and Full Fiscal Year 2026Endava plc provided earnings guidance for the third Quarter and full Fiscal Year 2026 . For the quarter, company expects revenue will be in the range of £182.0 million to £185.0 million, representing a constant currency revenue decline of between (4.0)% and (2.5)% on a year over year basis. For the year, company expected expects revenue will be in the range of £736.0 million to £750.0 million, representing a constant currency revenue decline of between (3.5)% and (1.5)% on a year over year basis.
Board Change • Feb 13High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Chair of Global Advisory Board & Chief Engagement Officer Alastair Lukies was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Feb 06Endava plc to Report Q2, 2026 Results on Feb 19, 2026Endava plc announced that they will report Q2, 2026 results Pre-Market on Feb 19, 2026
お知らせ • Nov 18Endava Launches Dava.Rise to Accelerate Enterprise InnovationEndava announced the launch of Dava.Rise, a new programme designed to connect high-potential scale-ups with global enterprises seeking to accelerate innovation. Dava.Rise bridges the gap between enterprise demand for rapid innovation and the solutions emerging from scale-up ecosystem. By utilising Endava’s international industry network, the programme identifies the key challenges and trends faced by enterprises and matches them with pioneering scale-ups. For participating scale-ups, Dava.Rise will look at each organisation’s product-market fit, seeking to demonstrate the value and scalability of proof-of-concept frameworks, and to help accelerate each firm’s commercial pathways to those typically reached later in the venture cycle. Endava’s experts also provide go-to-market support with sales and customer engagement. The programme offers access to mentorships, industry-led workshops, as well as technical guidance so that scale-ups can meet enterprise-grade standards at speed. For enterprises, the programme will provide a credible route to adopting potential new, innovative technologies. In addition, Endava’s partners have the opportunity to engage with a strong pipeline of enterprise targeted scale-ups. Dava.Rise fosters close collaboration between investors, ventures, and industry leaders.
お知らせ • Nov 13Endava plc, Annual General Meeting, Dec 10, 2025Endava plc, Annual General Meeting, Dec 10, 2025. Location: offices of cooley (uk) llp, at 22 bishopsgate, ec2n 4bq, london United Kingdom
Reported Earnings • Nov 12First quarter 2026 earnings released: UK£0.15 loss per share (vs UK£0.038 profit in 1Q 2025)First quarter 2026 results: UK£0.15 loss per share (down from UK£0.038 profit in 1Q 2025). Revenue: UK£178.2m (down 8.6% from 1Q 2025). Net loss: UK£8.16m (down 463% from profit in 1Q 2025). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Global IT industry. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 11 percentage points per year, which is a significant difference in performance.
Valuation Update With 7 Day Price Move • Nov 12Investor sentiment deteriorates as stock falls 28%After last week's 28% share price decline to Mex$128, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 17x in the IT industry globally. Total loss to shareholders of 79% over the past year.
お知らせ • Nov 12Endava plc Provides Earnings Guidance for Second Quarter and Full Year 2026Endava plc provided earnings guidance for second quarter and full year 2026. For the quarter the company expects revenue will be in the range of £179.0 million to £182.0 million, representing a constant currency revenue decline of between (8.0)% and (7.0)% on a year over year basis. Full Fiscal Year 2026, the company expects revenue will be in the range of £735.0 million to £752.0 million, representing a constant currency revenue change of between (4.5)% and (2.5)% on a year over year basis.
お知らせ • Oct 29Endava plc to Report Q1, 2026 Results on Nov 11, 2025Endava plc announced that they will report Q1, 2026 results Pre-Market on Nov 11, 2025
Valuation Update With 7 Day Price Move • Oct 27Investor sentiment improves as stock rises 18%After last week's 18% share price gain to Mex$180, the stock trades at a forward P/E ratio of 58x. Average forward P/E is 18x in the IT industry globally. Total loss to shareholders of 63% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$348 per share.
New Risk • Sep 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 0.6% per year for the foreseeable future.
Reported Earnings • Sep 06Full year 2025 earnings released: EPS: UK£0.36 (vs UK£0.29 in FY 2024)Full year 2025 results: EPS: UK£0.36 (up from UK£0.29 in FY 2024). Revenue: UK£772.3m (up 4.3% from FY 2024). Net income: UK£21.2m (up 24% from FY 2024). Profit margin: 2.7% (up from 2.3% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Global IT industry. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 6 percentage points per year, which is a significant difference in performance.
お知らせ • Sep 04Endava plc Provides Earnings Guidance for the First Quarter and Full Fiscal Year 2026Endava plc provided earnings guidance for the first quarter and full fiscal year 2026. For the quarter, the company expects revenue will be in the range of £181.0 million to £183.0 million, representing a constant currency revenue decrease of between (6.0)% and (5.0)% on a year over year basis. For the year, the company expects revenue will be in the range of £750.0 million to £765.0 million, representing a constant currency revenue change of between (1.5)% and 0.5% on a year over year basis.
Board Change • Sep 02High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Chair of Global Advisory Board & Chief Engagement Officer Alastair Lukies was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Aug 22Endava plc to Report Q4, 2025 Results on Sep 04, 2025Endava plc announced that they will report Q4, 2025 results Pre-Market on Sep 04, 2025
Board Change • Aug 15High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Chair of Global Advisory Board & Chief Engagement Officer Alastair Lukies was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Jul 10High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Chair of Global Advisory Board Alastair Lukies was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jul 08Endava plc Announces Executive ChangesEndava plc announced changes to its executive team. John Cotterell, CEO, has assumed additional operational responsibilities for the sales and go-to-market strategy, reflecting a strategic move towards a more centralised leadership model. This follows the retirement of Julian Bull, Endava’s Chief Operating Officer. As part of this broader leadership evolution, Alastair Lukies CBEhas joined Endava as Chief Engagement Officer,with a specific focus on further deepening stakeholder engagement, externally and internally. Alastair is also responsible for chairing Endava’s recently announced Global Advisory Board as the business focuses on AI driven growth. The Global Advisory Board’s members bring a plethora of experience across industries and regions, reflecting the breadth of the technology industry today. Returning to a senior leadership role, Rob Machin has been appointed Chief People and Locations Officer. Rob, a former COO of the company, will focus on building on the strong engineering culture to continue to deliver significant value to the clients in both complex programmes of core systems modernisation and by utilising productivity gains from use of AI technologies. Rob succeeds David Churchill, Chief People Officer, who has stepped down from the role and will leave the company.
Board Change • Jul 01High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Chair of Global Advisory Board Alastair Lukies was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 24Endava Announces the Formation of Global Advisory BoardEndava announced the formation of its global advisory board. Following 18 months of embedding AI across its own operations and collaborating with strategic partners and clients to drive AI-powered business outcomes, Endava has formed a prestigious group of advisors and ambassadors to help Endava in aiding the world’s leading companies harness the power of AI to achieve transformative results. Their remit includes advising Endava’s leadership on growth strategies in technology-related sectors; offering insights and perspectives on wider industry trends and market opportunities; and supporting Endava and its clients in navigating global challenges and opportunities in technology transformation. The advisory group has been carefully selected to cover key industries, use cases and themes that are transforming the way the world works. Chaired by Alastair Lukies CBE and with Dame Alison Rose as Co-Chair, it will support Endava’s executive leadership and industry stakeholders to provide cutting edge technology services. The Global Advisory Board’s members bring a plethora of experience across industries and regions, reflecting the breadth of the technology industry today. In addition to Lukies and Rose, members include Lord Christopher Holmes of Richmond MBE, member of the House of Lords; Dr Orlando Machado, former Chief Data Officer at the LEGO Group; Adam Banks, former CIO at Maersk; Simon Jones, international relations expert and celebrated author; Stephen C. Daffron, Co-Founder of Motive Partners; Garry Lyons, Founder and CEO of Shipyard Technology Ventures; John W. Thompson, Venture Partner at Lightspeed; Sandi Thompson, immigration attorney and former IBM executive; Sam Balaji, Tech Investor and former Global CEO of Deloitte Consulting and David Yates, former President at Mastercard.
Valuation Update With 7 Day Price Move • May 21Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to Mex$297, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 18x in the IT industry globally. Total loss to shareholders of 87% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$462 per share.
Reported Earnings • May 16Third quarter 2025 earnings released: EPS: UK£0.18 (vs UK£0.03 loss in 3Q 2024)Third quarter 2025 results: EPS: UK£0.18 (up from UK£0.03 loss in 3Q 2024). Revenue: UK£194.8m (up 12% from 3Q 2024). Net income: UK£10.9m (up UK£12.7m from 3Q 2024). Profit margin: 5.6% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Global IT industry. Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 46% per year, which means it has not declined as severely as earnings.
お知らせ • May 15Endava plc Provides Earnings Guidance for the Fourth Quarter and Full Year of 2025Endava plc provided earnings guidance for the fourth quarter and full year of 2025. For the fourth quarter of 2025, Endava expects revenue will be in the range of £186.0 million to £188.0 million, representing a constant currency revenue change of between (1.0)% and 0.0% on a year over year basis. For the full year, Endava expects revenue will be in the range of £771.5 million to £773.5 million, representing a constant currency revenue increase of between 6.0% and 6.5% on a year over year basis. This guidance for the fourth quarter and full fiscal year 2025 assumes the exchange rates on April 30, 2025 (when the exchange rate was GBP 1 to USD 1.34 and EUR 1.18).
Buy Or Sell Opportunity • May 14Now 29% undervalued after recent price dropOver the last 90 days, the stock has fallen 46% to Mex$365. The fair value is estimated to be Mex$516, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.4% over the last 3 years. Earnings per share has declined by 42%. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 647% in the next 2 years.
お知らせ • May 01Endava plc to Report Q3, 2025 Results on May 14, 2025Endava plc announced that they will report Q3, 2025 results Pre-Market on May 14, 2025
Reported Earnings • Feb 26Second quarter 2025 earnings released: EPS: UK£0.12 (vs UK£0.14 in 2Q 2024)Second quarter 2025 results: EPS: UK£0.12 (down from UK£0.14 in 2Q 2024). Revenue: UK£195.6m (up 6.6% from 2Q 2024). Net income: UK£6.85m (down 18% from 2Q 2024). Profit margin: 3.5% (down from 4.5% in 2Q 2024). Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Global IT industry. Over the last 3 years on average, earnings per share has fallen by 42% per year whereas the company’s share price has fallen by 41% per year.
お知らせ • Feb 21+ 1 more updateEndava plc (NYSE:DAVA) announces an Equity Buyback for $100 million worth of its shares.Endava plc (NYSE:DAVA) announces a share repurchase program. Under the program, the company will repurchase up to $100 million worth of its Class A ordinary shares (in the form of American Depositary Shares). The Company intends to fund the share repurchases through a combination of cash generated from operations and drawing debt funding through its revolving credit facility. The program is subject to shareholder approval, which the company intend to seek at a general meeting to be held on or around March 14, 2025.
お知らせ • Feb 06Endava plc to Report Q2, 2025 Results on Feb 20, 2025Endava plc announced that they will report Q2, 2025 results Pre-Market on Feb 20, 2025
New Risk • Nov 15New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.9% net profit margin). Shareholders have been diluted in the past year (2.0% increase in shares outstanding).
お知らせ • Nov 14Endava plc, Annual General Meeting, Dec 12, 2024Endava plc, Annual General Meeting, Dec 12, 2024. Location: at 22 bishopsgate, ec2n 4bq, london United Kingdom
Reported Earnings • Nov 14First quarter 2025 earnings released: EPS: UK£0.038 (vs UK£0.21 in 1Q 2024)First quarter 2025 results: EPS: UK£0.038 (down from UK£0.21 in 1Q 2024). Revenue: UK£195.1m (up 3.5% from 1Q 2024). Net income: UK£2.25m (down 82% from 1Q 2024). Profit margin: 1.2% (down from 6.6% in 1Q 2024). Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Global IT industry. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has fallen by 44% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 25%After last week's 25% share price gain to Mex$615, the stock trades at a forward P/E ratio of 59x. Average forward P/E is 20x in the IT industry globally. Total loss to shareholders of 82% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$600 per share.
お知らせ • Nov 12Endava plc Provides Earnings Guidance for the Second Quarter and Full Fiscal Year 2025Endava plc provided earnings guidance for the second quarter and Full Fiscal Year 2025. For the quarter, the company expects revenue will be in the range of £195.0 million to £197.0 million, representing a constant currency revenue increase of between 8.5% and 9.5% on a year over year basis. For the year, the company expects revenue will be in the range of £800.0 million to £810.0 million, representing a constant currency revenue increase of between 10.0% and 11.5% on a year over year basis.
お知らせ • Oct 29Endava plc to Report Q1, 2025 Results on Nov 12, 2024Endava plc announced that they will report Q1, 2025 results Pre-Market on Nov 12, 2024
New Risk • Sep 22New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks Profit margins are more than 30% lower than last year (2.3% net profit margin). Shareholders have been diluted in the past year (2.2% increase in shares outstanding).
Reported Earnings • Sep 20Full year 2024 earnings released: EPS: UK£0.29 (vs UK£1.64 in FY 2023)Full year 2024 results: EPS: UK£0.29 (down from UK£1.64 in FY 2023). Revenue: UK£740.8m (down 6.8% from FY 2023). Net income: UK£17.1m (down 82% from FY 2023). Profit margin: 2.3% (down from 12% in FY 2023). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Global IT industry.
お知らせ • Sep 20Endava plc Provides Earnings Guidance for the First Quarter and Full Year 2025Endava plc provided earnings guidance for the first quarter and full year 2025. for the quarter, the company expects revenue will be in the range of £194.0 million to £195.0 million, representing a constant currency revenue increase of between 4.5% and 5.0% on a year over year basis. For the year, the company expects revenue will be in the range of £800.0 million to £810.0 million, representing a constant currency revenue increase of between 10.0% and 11.5% on a year over year basis.
お知らせ • Sep 06Endava plc to Report Q4, 2024 Results on Sep 19, 2024Endava plc announced that they will report Q4, 2024 results Pre-Market on Sep 19, 2024
お知らせ • Aug 27Scott+Scott Attorneys at Law LLP Files Securities Class Action Against Endava, PLCScott+Scott Attorneys at Law LLP (“Scott+Scott”) has filed a securities class action lawsuit in the United States District Court for the Southern District of New York against Endava, PLC, and certain of its former and current officers and/or directors. The Class Action asserts claims under §§10(b) and 20(a) of the Securities Exchange Act of 1934 (15 U.S.C. §§78j(b) and 78t(a)) and U.S. Securities and Exchange Commission Rule 10b-5 promulgated thereunder (17 C.F.R. §240.10b-5) on behalf of all persons other than Defendants who purchased or otherwise acquired Endava securities between May 23, 2023, and February 28, 2024, inclusive, and were damaged thereby. The Class Action filed by Scott+Scott is captioned: Mueller v. Endava, PLC., et al.,Case No. 1:24-cv-06423.
Reported Earnings • May 25Third quarter 2024 earnings released: UK£0.03 loss per share (vs UK£0.42 profit in 3Q 2023)Third quarter 2024 results: UK£0.03 loss per share (down from UK£0.42 profit in 3Q 2023). Revenue: UK£174.4m (down 14% from 3Q 2023). Net loss: UK£1.74m (down 107% from profit in 3Q 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Global IT industry. 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 35% per year, which means it is significantly lagging earnings.
お知らせ • May 24Endava plc Provides Earnings Guidance for the Fourth Quarter and Full Fiscal Year 2024Endava plc provided earnings guidance for the fourth quarter and full fiscal year 2024. For the quarter, the company expects revenue will be in the range of £195.0 million to £197.0 million, representing a constant currency revenue growth of between 3.5% and 4.5% on a year over year basis.For the year, the company expects revenue will be in the range of £741.0 million to £743.0 million, representing a constant currency revenue decrease of between 4.5% and 4.0% on a year over year basis.
お知らせ • May 11Endava plc to Report Q3, 2024 Results on May 23, 2024Endava plc announced that they will report Q3, 2024 results Pre-Market on May 23, 2024
お知らせ • Apr 30Endava plc Creates Agentic AI Industry Accelerator for Highly Regulated IndustriesEndava plc announced the launch of its innovative agentic AI industry accelerator, internally designated as Morpheus. The first of its kind, the accelerator and its AI-powered industry tools combine the power of data and multi-agent autonomous teams to tackle complex challenges across all industries, including highly regulated fields like healthcare, insurance, financial services and private equity. To date, large language models (LLMs) and AI have existed in a 'black box' with little insight into how the systems arrive at the answers they provide. Endava is changing this by operationalising LLMs around data to overcome common barriers caused by hallucinations, ensuring that all activity is transparent, knowable, and critically, auditable. Rolling out throughout regulated industries, Endava’s agentic accelerator can be used to deliver value in countless ways such as helping insurers with underwriting policies more efficiently, working with analysts on legal or financial research and due diligence efforts and driving the development and testing of new healthcare products. 'Morpheus' represents the first significant step in applying advanced language model operations to automate complex processes within industries with strict regulatory requirements or data transparency needs. The heart of the design is based on three foundational themes: Data at the core with full transparency. Teams of agents to break down complex workflows. Dynamic scaling of teams to accelerate processes. Lead AI agents distribute workload amongst a team of specialist agents, collating their results and orchestrating the next workflow steps while also capturing data for traceability and governance at every step. LLM- and cloud-agnostic, Endava’s AI accelerator is a flexible and trustworthy way to rapidly transform businesses across any industry. Creating data products in this way enables an entirely new avenue of thinking about autonomous teams, removing the notion of constraints and freeing up entire workforces to do more meaningful work.
お知らせ • Apr 11Endava plc (NYSE:DAVA) acquired GalaxE Group, Inc.Endava plc (NYSE:DAVA) agreed to acquire GalaxE Group, Inc for approximately $410 million on February 29, 2024. The consideration is primarily in cash with some stock, of which $30 million is conditional upon future performance of the GalaxE business. The transaction is subject to the completion of customary closing conditions, approvals, including the expiration of the required waiting period under the U.S. Hart-Scott-Rodino Antitrust Improvements Act of 1976 and is expected to close in early April 2024. BofA Securities, Inc. acted as financial advisor and Akin Gump Strauss Hauer & Feld LLP acted as legal advisor to Endava plc (NYSE:DAVA). J.P. Morgan Securities LLC acted as financial advisor and White & Case LLP acted as legal advisor to GalaxE Group, Inc. Endava plc (NYSE:DAVA) completed the acquisition of GalaxE Group, Inc on February 29, 2024.
Reported Earnings • Mar 29Second quarter 2024 earnings released: EPS: UK£0.14 (vs UK£0.26 in 2Q 2023)Second quarter 2024 results: EPS: UK£0.14 (down from UK£0.26 in 2Q 2023). Revenue: UK£183.6m (down 11% from 2Q 2023). Net income: UK£8.35m (down 44% from 2Q 2023). Profit margin: 4.5% (down from 7.3% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Global IT industry. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.
Reported Earnings • Mar 01Second quarter 2024 earnings released: EPS: UK£0.14 (vs UK£0.26 in 2Q 2023)Second quarter 2024 results: EPS: UK£0.14 (down from UK£0.26 in 2Q 2023). Revenue: UK£183.6m (down 11% from 2Q 2023). Net income: UK£8.35m (down 44% from 2Q 2023). Profit margin: 4.5% (down from 7.3% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Global IT industry. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
お知らせ • Mar 01Endava plc (NYSE:DAVA) agreed to acquire GalaxE Group, Inc.Endava plc (NYSE:DAVA) agreed to acquire GalaxE Group, Inc for approximately $405 million on February 29, 2024. The consideration is primarily in cash with some stock, of which $30 million is conditional upon future performance of the GalaxE business. The transaction is subject to the completion of customary closing conditions, approvals, including the expiration of the required waiting period under the U.S. Hart-Scott-Rodino Antitrust Improvements Act of 1976 and is expected to close in early April 2024. BofA Securities, Inc. acted as financial advisor and Akin Gump Strauss Hauer & Feld LLP acted as legal advisor to Endava plc (NYSE:DAVA). J.P. Morgan Securities LLC acted as financial advisor and White & Case LLP acted as legal advisor to GalaxE Group, Inc.
お知らせ • Feb 29Endava plc Provides Earnings Guidance for the Third Quarter and Full Year of 2024Endava plc provided earnings guidance for the third quarter and full year of 2024. for the quarter, the company expects revenue will be in the range of £174.0 million to £176.0 million, representing a constant currency revenue decrease of between 12.0% and 11.0% on a year over year basis. For the full year, the company expects revenue will be in the range of £722.0 million to £735.0 million, representing a constant currency revenue decrease of between 7.0% and 5.0% on a year over year basis.
お知らせ • Feb 13Endava plc to Report Q2, 2024 Results on Feb 29, 2024Endava plc announced that they will report Q2, 2024 results Pre-Market on Feb 29, 2024
Reported Earnings • Nov 17First quarter 2024 earnings released: EPS: UK£0.21 (vs UK£0.56 in 1Q 2023)First quarter 2024 results: EPS: UK£0.21 (down from UK£0.56 in 1Q 2023). Revenue: UK£188.4m (down 3.9% from 1Q 2023). Net income: UK£12.4m (down 61% from 1Q 2023). Profit margin: 6.6% (down from 16% in 1Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Global IT industry. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
お知らせ • Nov 17Endava plc Provides Guidance for the Second Quarter and for the Full Year 2024Endava plc provided guidance for the second quarter and for the full year 2024. For the quarter, the company expects revenues will be in the range of £184.0 million to £185.0 million, representing a constant currency revenue decrease between 8.5% and 8.0%.For the period, the company expects revenues will be in the range of £791.0 million to £805.0 million, representing constant currency growth between 1.0% and 2.5%.
New Risk • Nov 15New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.8% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risk Shareholders have been diluted in the past year (2.8% increase in shares outstanding).
お知らせ • Nov 14Endava plc, Annual General Meeting, Dec 13, 2023Endava plc, Annual General Meeting, Dec 13, 2023, at 09:30 US Eastern Standard Time. Location: offices of Cooley (UK) LLP, 22 Bishopsgate, London EC2N 4BQ United Kingdom Agenda: To receipt and adoption of the 2023 Annual Report and Accounts; to approve the Directors’ remuneration; to approve appointment and remuneration of the auditor, respectively.; to consider re-election of members of the board of directors in accordance with the Company’s articles of association; and to consider if any other.
お知らせ • Nov 02Endava plc to Report Q1, 2024 Results on Nov 15, 2023Endava plc announced that they will report Q1, 2024 results Pre-Market on Nov 15, 2023
Reported Earnings • Sep 25Full year 2023 earnings released: EPS: UK£1.64 (vs UK£1.48 in FY 2022)Full year 2023 results: EPS: UK£1.64 (up from UK£1.48 in FY 2022). Revenue: UK£794.7m (up 21% from FY 2022). Net income: UK£94.2m (up 13% from FY 2022). Profit margin: 12% (in line with FY 2022). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Global IT industry. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
お知らせ • Sep 20Endava plc Provides Earnings Outlook for the First Quarter and Full Fiscal Year 2024Endava plc provided earnings outlook for the First Quarter and Full Fiscal Year 2024. For the Quarter, the company expects revenues will be in the range of £186.0 million to £187.0 million, representing constant currency revenue decline between (2.0)% and (1.0)%.For the Year, the company expects revenues will be in the range of £780.0 million to £795.0 million, representing constant currency growth between 1.0% and 3.0%.
お知らせ • Sep 06Endava plc to Report Q4, 2023 Results on Sep 19, 2023Endava plc announced that they will report Q4, 2023 results at 9:30 AM, US Eastern Standard Time on Sep 19, 2023
お知らせ • Aug 05Endava plc acquired TLM Partners, Inc.Endava plc acquired TLM Partners, Inc on August 3, 2023.Endava plc completed the acquisition of TLM Partners, Inc on August 3, 2023.
お知らせ • Jun 10Endava plc (NYSE:DAVA) acquired Dek Corporation Pty Ltd.Endava plc (NYSE:DAVA) acquired Dek Corporation Pty Ltd on June 9, 2023. Endava plc (NYSE:DAVA) Completed the acquisition of Dek Corporation Pty Ltd on June 9, 2023.
お知らせ • May 24Endava plc Announces Revenue Guidance for the Fourth Quarter and Full Year of 2023Endava plc announced revenue guidance for the fourth quarter and full year of 2023. For the quarter, the company expected revenue to be in the range £187.0 million to £189.0 million, representing constant currency revenue growth of between 3.0% and 4.0%. For the year, the company expected revenue to be in the range £792.0 million to £794.0 million, representing constant currency revenue growth of between 16.0% and 16.5%.
Reported Earnings • May 24Third quarter 2023 earnings released: EPS: UK£0.42 (vs UK£0.35 in 3Q 2022)Third quarter 2023 results: EPS: UK£0.42 (up from UK£0.35 in 3Q 2022). Revenue: UK£203.5m (up 20% from 3Q 2022). Net income: UK£24.4m (up 21% from 3Q 2022). Profit margin: 12% (in line with 3Q 2022). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Global IT industry.
Valuation Update With 7 Day Price Move • May 13Investor sentiment deteriorates as stock falls 32%After last week's 32% share price decline to Mex$860, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 18x in the IT industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$696 per share.
お知らせ • May 11Endava plc (NYSE:DAVA) acquired Mudbath & Co. Pty Ltd.Endava plc (NYSE:DAVA) acquired Mudbath & Co. Pty Ltd on May 10, 2023. Endava plc (NYSE:DAVA) Completed the acquisition of Mudbath & Co. Pty Ltd on May 10, 2023.
お知らせ • May 10Endava plc to Report Q3, 2023 Results on May 23, 2023Endava plc announced that they will report Q3, 2023 results Pre-Market on May 23, 2023
Reported Earnings • Mar 24Second quarter 2023 earnings released: EPS: UK£0.26 (vs UK£0.27 in 2Q 2022)Second quarter 2023 results: EPS: UK£0.26 (down from UK£0.27 in 2Q 2022). Revenue: UK£205.2m (up 30% from 2Q 2022). Net income: UK£15.0m (down 2.5% from 2Q 2022). Profit margin: 7.3% (down from 9.8% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Global IT industry. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Board Change • Mar 15Insufficient 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. Independent Director Katy Hollister was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Feb 21Investor sentiment deteriorates as stock falls 32%After last week's 32% share price decline to Mex$1,587, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 20x in the IT industry globally. Total loss to shareholders of 39% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$818 per share.
お知らせ • Feb 15Endava plc Provides Revenue Guidance for Third Quarter Fiscal Year 2023 and Full Fiscal Year 2023Endava plc provided revenue guidance for third quarter fiscal year 2023 and full fiscal year 2023. For third quarter fiscal year 2023, the company expects revenues will be in the range £201.0 million to £203.0 million, representing constant currency revenue growth of between 14.0% and 15.0%.For full fiscal year 2023, the company expects revenues will be in the range of £812.0 million to £817.0 million, representing constant currency growth of between 19.0% and 20.0%.
Reported Earnings • Feb 15Second quarter 2023 earnings released: EPS: UK£0.26 (vs UK£0.27 in 2Q 2022)Second quarter 2023 results: EPS: UK£0.26 (down from UK£0.27 in 2Q 2022). Revenue: UK£205.2m (up 30% from 2Q 2022). Net income: UK£15.0m (down 2.5% from 2Q 2022). Profit margin: 7.3% (down from 9.8% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Global IT industry.
お知らせ • Feb 01Endava plc to Report Q2, 2023 Results on Feb 14, 2023Endava plc announced that they will report Q2, 2023 results at 9:30 AM, US Eastern Standard Time on Feb 14, 2023
Reported Earnings • Nov 17First quarter 2023 earnings released: EPS: UK£0.57 (vs UK£0.37 in 1Q 2022)First quarter 2023 results: EPS: UK£0.57 (up from UK£0.37 in 1Q 2022). Revenue: UK£196.2m (up 33% from 1Q 2022). Net income: UK£31.7m (up 54% from 1Q 2022). Profit margin: 16% (up from 14% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the IT industry in South America. Over the last 3 years on average, earnings per share has increased by 51% per year whereas the company’s share price has increased by 46% per year.
Board Change • Nov 16Insufficient 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. Independent Director Katy Hollister was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 02Full year 2022 earnings releasedFull year 2022 results: EPS: UK£1.48. Revenue: UK£654.8m (up 47% from FY 2021). Net income: UK£83.1m (up UK£83.1m from FY 2021). Profit margin: 13% (up from 0% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the IT industry in South America. Over the last 3 years on average, earnings per share has increased by 44% per year and the company’s share price has also increased by 44% per year.
Reported Earnings • Sep 27Full year 2022 earnings released: EPS: UK£1.51 (vs UK£0.79 in FY 2021)Full year 2022 results: EPS: UK£1.51 (up from UK£0.79 in FY 2021). Revenue: UK£654.8m (up 47% from FY 2021). Net income: UK£83.1m (up 91% from FY 2021). Profit margin: 13% (up from 9.7% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 7.3% growth forecast for the IT industry in South America.
Board Change • Sep 15Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 3 highly experienced directors. Independent Director Sulina Connal was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Board Change • Aug 31Insufficient 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. 3 experienced directors. 3 highly experienced directors. Independent Director Sulina Connal was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Jul 18Insufficient 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. 3 experienced directors. 3 highly experienced directors. Independent Director Sulina Connal was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • May 30Insufficient 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. 3 experienced directors. 3 highly experienced directors. Independent Director Sulina Connal was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Mar 12Insufficient 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. 3 experienced directors. 3 highly experienced directors. Independent Director Sulina Connal was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 19Second quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatSecond quarter 2022 results: EPS: UK£0.27 (up from UK£0.14 in 2Q 2021). Revenue: UK£157.7m (up 50% from 2Q 2021). Net income: UK£15.4m (up 98% from 2Q 2021). Profit margin: 9.8% (up from 7.4% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.0%. Over the next year, revenue is forecast to grow 30%, compared to a 17% growth forecast for the industry in Mexico.
Board Change • Feb 19Insufficient 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. 3 experienced directors. 3 highly experienced directors. Independent Director Sulina Connal was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Jan 27Investor sentiment deteriorated over the past weekAfter last week's 22% share price decline to Mex$2,265, the stock trades at a forward P/E ratio of 63x. Average forward P/E is 23x in the IT industry globally. Total returns to shareholders of 42% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,826 per share.
Board Change • Jan 21Insufficient 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. 3 experienced directors. 3 highly experienced directors. Independent Director Sulina Connal was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Dec 31Insufficient 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. 3 experienced directors. 3 highly experienced directors. Independent Director Sulina Connal was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Nov 27Insufficient 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. 2 highly experienced directors. Independent Director Sulina Connal was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 18First quarter 2022 earnings released: EPS UK£0.37 (vs UK£0.12 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: UK£147.5m (up 55% from 1Q 2021). Net income: UK£20.5m (up 206% from 1Q 2021). Profit margin: 14% (up from 7.1% in 1Q 2021). The increase in margin was driven by higher revenue.
Board Change • Oct 25Insufficient 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. 2 highly experienced directors. Independent Director Sulina Connal was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Oct 08Insufficient 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. 2 highly experienced directors. Independent Director Sulina Connal was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Jul 31Insufficient 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. 2 highly experienced directors. Independent Director Sulina Connal was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • May 20Third quarter 2021 earnings releasedThe company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: UK£112.3m (up 22% from 3Q 2020). Net income: UK£13.0m (down 11% from 3Q 2020). Profit margin: 12% (down from 16% in 3Q 2020). The decrease in margin was driven by higher expenses.