Amdocs（DOX）株式概要
アムドックス・リミテッドは子会社を通じて、世界中の通信、娯楽、メディア、その他のサービス・プロバイダーにソフトウェアとサービスを提供している。 詳細
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Amdocs
26.5% 割安 内在価値ディスカウント
Why Amdocs is a high conviction Buy for me?
View narrativeHA
Published 23 Jun
Amdocs Limited 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$60.26 |
| 52週高値 | US$85.66 |
| 52週安値 | US$49.74 |
| ベータ | 0.43 |
| 1ヶ月の変化 | 4.82% |
| 3ヶ月変化 | 6.84% |
| 1年変化 | -29.38% |
| 3年間の変化 | -31.35% |
| 5年間の変化 | -22.61% |
| IPOからの変化 | 330.43% |
最新ニュース
ナラティブ更新 • Sep 03
DOX: Early AI Opportunities And Ongoing Buybacks Will Support Future Rerating
Analysts have raised their fair value estimate for Amdocs from $75.94 to $79.25, citing updated expectations for revenue growth, profit margins and P/E multiples in light of recent research. The research highlights the company’s telecom leadership and early AI opportunities, along with a balanced growth outlook.Seeking Alpha • Aug 27
Amdocs Offers A Clear Value Case
Summary Amdocs offers steady cash flow, resilient margins, and a robust backlog yet trades at deep discounts to sector averages. DOX maintains strong free cash flow guidance ($710–$730 million for FY26), with 90% conversion from non-GAAP net income and a $4.26 billion backlog. Capital returns remain attractive: a 3.57% dividend yield, consistent buybacks, and ample liquidity with $206 million cash and $520 million in unused revolver. I reiterate a Buy rating; risk/reward is compelling, as the market prices in an unwarranted long-term decline despite stable performance and upside from AI and cloud. Read the full article on Seeking Alphaナラティブ更新 • Aug 18
DOX: Early AI Contracts And Buybacks Will Support Future Multiple Rerating
Amdocs' updated analyst fair value estimate has shifted from $81.21 to about $75.94 as analysts factor in a higher discount rate, slightly softer revenue growth assumptions, and a lower future P/E multiple, despite a higher projected profit margin and ongoing confidence in the company's telecom leadership and early stage AI opportunity. What’s in the News for Amdocs Liberty Latin America entered a 10 year engagement with Amdocs to manage its end to end IT ecosystem across Latin America and the Caribbean, using the Amdocs Agentic Operating System to support AI driven operations, cost savings, and continuity of service during the transition.分析記事 • Aug 09
Amdocs Limited Just Missed Earnings - But Analysts Have Updated Their Models
Investors in Amdocs Limited ( NASDAQ:DOX ) had a good week, as its shares rose 5.1% to close at US$58.55 following the...Recent updates
ナラティブ更新 • Sep 03
DOX: Early AI Opportunities And Ongoing Buybacks Will Support Future Rerating
Analysts have raised their fair value estimate for Amdocs from $75.94 to $79.25, citing updated expectations for revenue growth, profit margins and P/E multiples in light of recent research. The research highlights the company’s telecom leadership and early AI opportunities, along with a balanced growth outlook.Seeking Alpha • Aug 27
Amdocs Offers A Clear Value Case
Summary Amdocs offers steady cash flow, resilient margins, and a robust backlog yet trades at deep discounts to sector averages. DOX maintains strong free cash flow guidance ($710–$730 million for FY26), with 90% conversion from non-GAAP net income and a $4.26 billion backlog. Capital returns remain attractive: a 3.57% dividend yield, consistent buybacks, and ample liquidity with $206 million cash and $520 million in unused revolver. I reiterate a Buy rating; risk/reward is compelling, as the market prices in an unwarranted long-term decline despite stable performance and upside from AI and cloud. Read the full article on Seeking Alphaナラティブ更新 • Aug 18
DOX: Early AI Contracts And Buybacks Will Support Future Multiple Rerating
Amdocs' updated analyst fair value estimate has shifted from $81.21 to about $75.94 as analysts factor in a higher discount rate, slightly softer revenue growth assumptions, and a lower future P/E multiple, despite a higher projected profit margin and ongoing confidence in the company's telecom leadership and early stage AI opportunity. What’s in the News for Amdocs Liberty Latin America entered a 10 year engagement with Amdocs to manage its end to end IT ecosystem across Latin America and the Caribbean, using the Amdocs Agentic Operating System to support AI driven operations, cost savings, and continuity of service during the transition.分析記事 • Aug 09
Amdocs Limited Just Missed Earnings - But Analysts Have Updated Their Models
Investors in Amdocs Limited ( NASDAQ:DOX ) had a good week, as its shares rose 5.1% to close at US$58.55 following the...
新しいナラティブ • Jun 23
Why Amdocs is a high conviction Buy for me?
As a quantitative fundamental value investor, I seek out for deep value stocks, estimate their fair value, compute their intrinsic price and run them through my check list to see if I can invest in them. I take the three filter approach for this - is my thesis Possible?ナラティブ更新 • Jun 05
DOX: Future Share Repurchases And EPS Recovery Will Support Multiple Rerating
Analysts have trimmed their price target for Amdocs to about $81 from about $90, citing lower sector P/E multiples, even as projections for profit margin and discount rate assumptions have been adjusted. Analyst Commentary Bullish and bearish analysts are looking at the same set of inputs for Amdocs and reaching very different conclusions, which is why you see both Buy ratings and a Sell rating alongside lower price targets clustered in the low to high US$70s.ナラティブ更新 • Apr 26
DOX: Future EPS Guidance And Buybacks Will Support Multiple Rerating
Analysts have trimmed their Amdocs fair value estimate by about $0.36 to $90.21, reflecting updated assumptions around discount rates, long term revenue growth, profit margins, and future P/E expectations following recent price target reductions from major firms. Analyst Commentary Recent research updates have focused less on headline ratings and more on recalibrating what investors might reasonably pay for Amdocs, with both price targets moving lower and feeding into the modest trim to the fair value estimate.ナラティブ更新 • Apr 06
DOX: Reset Guidance And Shareholder Returns Will Support Multiple Rerating
Analysts have trimmed their average price target on Amdocs by $19 to $90.57, citing updated assumptions around discount rates, long term growth, margins and future P/E multiples reflected in recent research from major firms. Analyst Commentary Recent research updates suggest that analysts are recalibrating their views on Amdocs, with price targets being reset to reflect revised assumptions around growth, profitability and valuation multiples.
新しいナラティブ • Mar 31
Cloud Migration And AI Adoption Will Shape Telecom Software Returns By 2029
Catalysts About Amdocs Amdocs provides software, services and managed solutions that support telecom operators in areas such as billing, customer experience, network operations and data driven applications. What are the underlying business or industry changes driving this perspective?ナラティブ更新 • Mar 22
DOX: Reset Guidance And Capital Returns Will Support Multiple Rerating
Analysts have trimmed their Amdocs fair value estimate by about $3.25 to $90.57, citing slightly softer revenue growth and profit margin assumptions, partly offset by a higher forward P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts point to the maintained use of a higher forward P/E multiple in fair value work, which suggests ongoing confidence in Amdocs' earnings quality and pricing power, even with more conservative revenue and margin inputs.
新しいナラティブ • Mar 17
Cloud And AI Transformation Will Reshape Telecom Operations Over The Next Decade
Catalysts About Amdocs Amdocs provides software, services and managed solutions that support mission critical business and operations systems for telecom and media companies worldwide. What are the underlying business or industry changes driving this perspective?ナラティブ更新 • Mar 07
DOX: Reset Guidance And Capital Returns Will Support Future Repricing
Analysts have reduced their Amdocs price targets by roughly $10 to $20, citing updated assumptions around discount rates and future P/E, while maintaining a broadly unchanged view of the stock’s fair value. Analyst Commentary Recent research updates keep the core investment view on Amdocs largely intact, even as price targets are reset to reflect revised discount rates and updated P/E assumptions.ナラティブ更新 • Feb 21
DOX: Reset Guidance And Shareholder Returns Will Support Future Earnings Rebound
Analysts have reduced their price targets for Amdocs by $19 and $9, citing updated views on fair value, discount rate, revenue growth, profit margin and future P/E as the main reasons for the adjustment. Analyst Commentary Recent target cuts suggest analysts are reassessing how they value Amdocs, focusing on what they see as more conservative assumptions for fair value, discount rates, revenue growth, profit margins and future P/E levels.ナラティブ更新 • Feb 06
DOX: Reset FY26 Guidance And Buybacks Will Support Earnings Rebound
Narrative Update Analysts have trimmed their price target on Amdocs to about $95.50 from roughly $104, citing constraints on growth, lower FY26 revenue and EPS guidance versus prior Street expectations, and a revised view on margins and future P/E multiples. Analyst Commentary Recent research updates on Amdocs point to a more cautious stance, with multiple firms trimming price targets and highlighting a gap between company guidance and prior Street expectations.分析記事 • Jan 14
Is Amdocs Limited (NASDAQ:DOX) Trading At A 36% Discount?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Amdocs fair value estimate is US$130 Amdocs is estimated to be...Seeking Alpha • Apr 25
Amdocs Exits Low-Margin Activities But Growth Remains Uncertain
Summary Amdocs has made recent moves to exit low-margin business activities to improve its focus and profitability. However, the company is still working to improve revenue growth despite macroeconomic uncertainties in international markets as a result of recent tariff policy changes. Given the firm’s low growth rate on higher gross margin and an indication the stock may be overvalued on a DCF basis, my outlook on DOX remains a neutral Hold. Read the full article on Seeking AlphaSeeking Alpha • Feb 07
Amdocs: Focused On Improving Margins
Summary Today, we take a look at Amdocs Limited, which posted quarterly earnings this week and boosted its dividend payouts by 10%. The company is focused on phasing out low-margin businesses to continue to boost operating margins. This is resulting in significant free cash flow for the company. An analysis of Amdocs Limited follows in the paragraphs below. Read the full article on Seeking Alpha
新しいナラティブ • Aug 25
Cloud Innovation And AI Partnerships Propel Revenue And Margins Skyward
Strategic focus on cloud migration, AI investments, and partnerships for innovation promises efficiency gains and new revenue streams, enhancing net margins.Seeking Alpha • Aug 23
Amdocs Growth Remains Anemic On Client Buying Scrutiny
Summary Amdocs recently reported its FQ3 2024 results, meeting revenue estimates but beating earnings expectations. The market outlook for customer experience management is positive, with Amdocs active in various business software vertical markets. Financial trends show slow revenue growth, declining earnings per share, and reduced operating margin. I remain Neutral (Hold) on DOX until management can convert its strong backlog into revenue growth. Read the full article on Seeking Alpha株主還元
| DOX | US IT | US 市場 | |
|---|---|---|---|
| 7D | -4.8% | 1.3% | -0.2% |
| 1Y | -29.4% | 1.2% | 14.8% |
業界別リターン: DOX過去 1 年間で1.2 % の収益を上げたUS IT業界を下回りました。
リターン対市場: DOXは、過去 1 年間で14.8 % のリターンを上げたUS市場を下回りました。
価格変動
| DOX volatility | |
|---|---|
| DOX Average Weekly Movement | 4.7% |
| IT Industry Average Movement | 10.6% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.5% |
| 10% least volatile stocks in US Market | 2.9% |
安定した株価: DOX 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: DOXの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1982 | 26,969 | Shimie Hortig | www.amdocs.com |
アムドックス・リミテッドは子会社を通じて、世界中の通信、エンターテインメント、メディア、その他のサービス・プロバイダーにソフトウェアとサービスを提供している。オープンでモジュール式のクラウドオファリングの設計、開発、運用、導入、サポート、販売を行っている。同社はまた、AIと関連ツールを組み込んだ、ビジネス、オペレーション、ネットワーク領域にまたがる、通信事業者ネイティブのGenAI主導の顧客体験スイートであるCES25を提供している。さらに、GenAIエージェントを提供しており、これには通信事業者専用の顧客関係管理（CRM）ソリューションであるCustomer Engagement Platform、顧客の幅広いサービスや提供物の収益化を可能にするAmdocs Monetization Suite、エンドツーエンドのサービスオーケストレーションを提供する一連のソリューションであるAmdocs Intelligent Networking Suite、Amdocs Charging、サービスプロバイダーがデジタルSIM（eSIM）を提供できるようにするAmdocs eSIM Cloudなどが含まれる；Amdocs MarketONE、メディア、ゲーム、eラーニング、スポーツ、リテールからセキュリティ、ビジネスサービスまで、統合済みのデジタルサービスを含むSaaSベースのプラットフォーム、Amdocs connectX、デジタルテレコムブランド向けのクラウドネイティブな通信事業者向けSaaSプラットフォーム、Amdocs CatalogONE。さらに、さまざまなプラットフォームやテクノロジーに対するコンサルティング、エクスペリエンス・デザイン、データ、クラウド、ネットワーク・サービス、デリバリー、クオリティ・エンジニアリング、オペレーション、システム・インテグレーション、コンテンツ・サービス、メンテナンス、エンハンスメント・デザインと開発、運用サポート・サービス、ネットワーク展開と最適化サービス、AIと関連ツール、予測分析、ロボティック・プロセス・オートメーション、クオリティ・エンジニアリング、モバイル・ネットワーク、クラウド、プロフェッショナル・サービスを含むマネージド・サービスを提供している。アムドックス・リミテッドは1982年に設立され、ミズーリ州セントルイスに本社を置いている。
Amdocs Limited 基礎のまとめ
| DOX 基礎統計学 | |
|---|---|
| 時価総額 | US$6.25b |
| 収益（TTM） | US$455.71m |
| 売上高(TTM) | US$4.65b |
13.8x
PER（株価収益率1.4x
P/SレシオDOX は割高か？
公正価値と評価分析を参照収益と収入
| DOX 損益計算書（TTM） | |
|---|---|
| 収益 | US$4.65b |
| 売上原価 | US$2.87b |
| 売上総利益 | US$1.78b |
| その他の費用 | US$1.33b |
| 収益 | US$455.71m |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 4.36 |
| グロス・マージン | 38.28% |
| 純利益率 | 9.79% |
| 有利子負債／自己資本比率 | 27.9% |
DOX の長期的なパフォーマンスは？
過去の実績と比較を見る| Amdocs 配当日 | |
|---|---|
| 配当落ち日 | Sep 30 2026 |
| 配当支払日 | Oct 30 2026 |
| 配当落ちまでの日数 | 19 days |
| 配当支払日までの日数 | 49 days |
DOX 配当は確実ですか？
DOX 配当履歴とベンチマークを見る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 | 2026/09/10 02:14 |
| 終値 | 2026/09/10 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/09/30 |
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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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 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
Amdocs Limited 5 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。23
| アナリスト | 機関 |
|---|---|
| Tal Liani | BofA Global Research |
| Daniel Cummins | B. Riley Securities, Inc. |
| Edward Jackson | Cantor Fitzgerald & Co. |