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Magic Software Enterprises（MGIC）株式概要
Magic Software Enterprises Ltd.は、独自のアプリケーション開発、垂直ソフトウェアソリューション、ビジネスプロセス統合、情報技術（IT）アウトソーシングソフトウェアサービス、クラウドベースのサービスを世界中に提供しています。 詳細
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Analyst Price Targets
Magic Software Enterprises Ltd. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$17.38 |
| 52週高値 | US$28.00 |
| 52週安値 | US$11.65 |
| ベータ | 0.75 |
| 1ヶ月の変化 | -36.24% |
| 3ヶ月変化 | -23.33% |
| 1年変化 | 39.04% |
| 3年間の変化 | 23.79% |
| 5年間の変化 | 10.07% |
| IPOからの変化 | 541.72% |
最新ニュース
ナラティブの更新 • Aug 15
Merger With Matrix Will Expand Offerings And Strengthen Market Presence
Analysts have raised their price target for Magic Software Enterprises to $18.00, citing better-than-expected revenue growth and improved operational outlook despite some margin pressure. Analyst Commentary Top-line growth exceeded both internal and consensus estimates.Seeking Alpha • Aug 14
Magic Software: Expecting A Reversal Of Negative Mix In Q4
Summary Magic Software delivered solid revenue growth, particularly in Israel, driven by project-based demand, with North America showing a return to even organic growth. Profit growth was temporarily hindered by a negative revenue mix, but a rebound is expected in Q4 as higher-margin software sales pick up. The company raised revenue guidance due to a strong project pipeline. Valuation is in line with parent/peer and sprawling holding company Asseco, trading at a fair ~25-27x PE. It's in line with its own historical midpoint multiple as well. Read the full article on Seeking AlphaRecent updates
ナラティブの更新 • Aug 15
Merger With Matrix Will Expand Offerings And Strengthen Market Presence
Analysts have raised their price target for Magic Software Enterprises to $18.00, citing better-than-expected revenue growth and improved operational outlook despite some margin pressure. Analyst Commentary Top-line growth exceeded both internal and consensus estimates.Seeking Alpha • Aug 14
Magic Software: Expecting A Reversal Of Negative Mix In Q4
Summary Magic Software delivered solid revenue growth, particularly in Israel, driven by project-based demand, with North America showing a return to even organic growth. Profit growth was temporarily hindered by a negative revenue mix, but a rebound is expected in Q4 as higher-margin software sales pick up. The company raised revenue guidance due to a strong project pipeline. Valuation is in line with parent/peer and sprawling holding company Asseco, trading at a fair ~25-27x PE. It's in line with its own historical midpoint multiple as well. Read the full article on Seeking Alpha分析記事 • Nov 20
Magic Software Enterprises Ltd. Just Missed Earnings - But Analysts Have Updated Their Models
Last week, you might have seen that Magic Software Enterprises Ltd. ( NASDAQ:MGIC ) released its third-quarter result...
新しいナラティブ • Sep 19
Theoris, Inc Acquisition And Digital Focus Set To Revolutionize Revenue And Market Dominance
Acquisition of Theoris, Inc. and an improving U.S. economy bolster Magic Software Enterprises' service offerings and client base, driving revenue growth.Seeking Alpha • Jul 05
Magic Software: Near-Term Alpha, Long-Term Underperformance
Summary Magic Software (MGIC) is expected to rise significantly due to its high dividend yield and undervaluation, but it is unlikely to outperform the market over the long term. Magic's low-code development and Industry 4.0 solutions position it well for digital transformation trends despite risks from industry competition and dependency on key clients. Magic's resilient FCF, conservative growth forecasts, and current undervaluation present a buying opportunity, projecting a stock price of $16.11 by December 2025, implying a 35% CAGR. Read the full article on Seeking AlphaSeeking Alpha • Apr 03
The Bear's Case For Magic Software Enterprises
Summary Magic Software Enterprises has enjoyed historic growth, but that growth has slowed, demonstrated by its previous quarterly earnings report. The company's most recent quarterly earnings showed weaknesses to its business, and it will not be able to overcome new challenges in my opinion. Economic risks, geopolitical issues, and a decline in business will hamper Magic Software Enterprises into 2024 and beyond. Read the full article on Seeking Alpha分析記事 • Mar 20
Investors Can Find Comfort In Magic Software Enterprises' (NASDAQ:MGIC) Earnings Quality
Magic Software Enterprises Ltd.'s ( NASDAQ:MGIC ) stock was strong despite it releasing a soft earnings report last...分析記事 • Mar 15
Is It Too Late To Consider Buying Magic Software Enterprises Ltd. (NASDAQ:MGIC)?
Magic Software Enterprises Ltd. ( NASDAQ:MGIC ), might not be a large cap stock, but it saw a significant share price...分析記事 • Nov 10
Is It Too Late To Consider Buying Magic Software Enterprises Ltd. (NASDAQ:MGIC)?
Magic Software Enterprises Ltd. ( NASDAQ:MGIC ), is not the largest company out there, but it saw significant share...分析記事 • Oct 26
Is Magic Software Enterprises (NASDAQ:MGIC) Using Too Much Debt?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Aug 28
Magic Software Enterprises (NASDAQ:MGIC) Will Pay A Larger Dividend Than Last Year At $0.327
Magic Software Enterprises Ltd.'s ( NASDAQ:MGIC ) dividend will be increasing from last year's payment of the same...分析記事 • Jul 26
Is There Now An Opportunity In Magic Software Enterprises Ltd. (NASDAQ:MGIC)?
Magic Software Enterprises Ltd. ( NASDAQ:MGIC ), might not be a large cap stock, but it received a lot of attention...分析記事 • Mar 15
Should You Think About Buying Magic Software Enterprises Ltd. (NASDAQ:MGIC) Now?
Magic Software Enterprises Ltd. ( NASDAQ:MGIC ), might not be a large cap stock, but it saw significant share price...分析記事 • Nov 04
Is Now An Opportune Moment To Examine Magic Software Enterprises Ltd. (NASDAQ:MGIC)?
While Magic Software Enterprises Ltd. ( NASDAQ:MGIC ) might not be the most widely known stock at the moment, it saw...分析記事 • Sep 01
Magic Software Enterprises (NASDAQ:MGIC) Could Easily Take On More Debt
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Seeking Alpha • Aug 26
Magic Software goes ex-dividend on Monday
Magic Software (NASDAQ:MGIC) had declared $0.29/share semi-annual dividend, 34.3% increase from prior dividend of $0.22. Payable Sept. 13; for shareholders of record Aug. 30; ex-div Aug. 29. See MGIC Dividend Scorecard, Yield Chart, & Dividend Growth.Seeking Alpha • Aug 10
Magic Software Q2 2022 Earnings Preview
Magic Software (NASDAQ:MGIC) is scheduled to announce Q2 earnings results on Thursday, August 11th, before market open. The consensus EPS Estimate is $0.27 (+17.4% Y/Y) and the consensus Revenue Estimate is $131.7M (+10.5% Y/Y). Over the last 2 years, MGIC has beaten EPS estimates 100% of the time and has beaten revenue estimates 100% of the time. Over the last 3 months, EPS estimates have seen 1 upward revision and 1 downward. Revenue estimates have seen 0 upward revisions and 1 downward.Seeking Alpha • May 15
Magic Software Continues To Create Revenue Platforms In Resilient Industries
Magic Software has about 80% of its revenue coming from long-term engagements with current clients. Growth is being driven by the signing of contracts with new clients primarily in healthcare and defense. These resilient industries are creating an attractive revenue platform for the company, and the cash generation drivers continue to fire. The company continues to be a nice mid-cap tech exposure, but it's beginning to trade too dearly for us high conviction investors to be interested.分析記事 • Mar 05
Magic Software Enterprises (NASDAQ:MGIC) Is Increasing Its Dividend To US$0.22
Magic Software Enterprises Ltd. ( NASDAQ:MGIC ) will increase its dividend on the 7th of April to US$0.22. This makes...Seeking Alpha • Mar 03
Magic's Growth Strengthens Asseco Case, But Receivables Are Bloating
We follow Magic Software because it's held by Asseco Poland, one of our favourite Eastern European companies that has sold off over the Russia-Ukraine conflict. It continues to deliver strong organic growth and generate a lot of repeat business. While professional services is growing in the mix, and we'd prefer strength in the software side, Magic demonstrates continued demand for digital transformation. Q4 was especially strong despite difficult comps, delivering double-digit growth, but operating cash flow weirdly declined. The dividend is also attractive for a tech company, but we'd have liked analysts to question the receivables situation before we recommend buying.分析記事 • Feb 24
Magic Software Enterprises (NASDAQ:MGIC) Might Have The Makings Of A Multi-Bagger
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...分析記事 • Dec 28
Does Magic Software Enterprises (NASDAQ:MGIC) Have A Healthy Balance Sheet?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Seeking Alpha • Dec 21
Magic Software Continues To Deliver Growth, But Consulting Model Exposed To Human Capital Risks
Magic Software continues to benefit from the digitalisation boom and the boom in M&A, where IT integration services, especially for the cloud, become necessary. While Magic's organic performance continues to impress us, we use this note to focus on the fact that 80% of Magic's revenues are essentially tech consulting. While a good platform for selling software, which admittedly has declined in the mix, consulting services are exposed to human capital risks, more acute in a 'great resignation' environment. While Magic continues to be attractive, at least as a holding of our Asseco Poland investment, we note that human capital risks, specifically attrition and payroll increases, could impact the company.分析記事 • Nov 03
Should You Think About Buying Magic Software Enterprises Ltd. (NASDAQ:MGIC) Now?
Magic Software Enterprises Ltd. ( NASDAQ:MGIC ), is not the largest company out there, but it led the NASDAQGS gainers...分析記事 • Oct 18
There's Been No Shortage Of Growth Recently For Magic Software Enterprises' (NASDAQ:MGIC) Returns On Capital
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Seeking Alpha • Sep 12
Magic Software Enterprises: Benefits From Durable M&A, Digitalization And Logistics Strength
As part of Asseco's Formula Systems assets, Magic Software has delivered soundly in their businesses with over 20% in organic revenue growth. With exposure to business transformation initiatives, related substantially to acquisition activity, Magic is likely to continue to deliver. Moreover, the digitalization trends accelerated by COVID-19 continue to be a tailwind for Magic in IT services and for the rest of their software on offer. For a low double-digit multiple and with even a decent dividend yield, Magic is a worthwhile exposure which we continue to hold through Asseco Poland.株主還元
| MGIC | US Software | US 市場 | |
|---|---|---|---|
| 7D | -2.4% | 4.1% | -0.3% |
| 1Y | 39.0% | -7.5% | 26.7% |
業界別リターン: MGIC過去 1 年間で-7.5 % の収益を上げたUS Software業界を上回りました。
リターン対市場: MGIC過去 1 年間で26.7 % の収益を上げたUS市場を上回りました。
価格変動
| MGIC volatility | |
|---|---|
| MGIC Average Weekly Movement | 10.0% |
| Software Industry Average Movement | 9.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: MGIC 、 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: MGICの 週次ボラティリティ ( 10% ) 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 |
|---|---|---|---|
| 1983 | 3,800 | Lior Blik | www.magicsoftware.com |
Magic Software Enterprises Ltd.は、独自のアプリケーション開発、垂直ソフトウェアソリューション、ビジネスプロセス統合、情報技術（IT）アウトソーシングソフトウェアサービス、クラウドベースのサービスを世界中で提供している。ソフトウェア・サービスとITプロフェッショナル・サービスの2つのセグメントで事業を展開している。ソフトウェア・サービス事業では、独自および非独占のアプリケーション・プラットフォーム、ソフトウェア・アプリケーション、ビジネス・プロセス統合ソリューション、および関連サービスの開発、マーケティング、販売、サポートを行っている。ITプロフェッショナル・サービス部門は、インフラストラクチャーの設計と提供、アプリケーション開発、技術計画と導入サービス、通信サービスとソリューション、および補足的なアウトソーシング・サービスの分野でITサービスを提供している。また、ビジネスアプリケーションの開発とデプロイのためのMagic xpa、ビジネスアプリケーションの構築、デプロイ、保守のためのAppBuilder、オンプレミスのアプリケーション統合のためのMagic xpi、Magic xpiクラウドネイティブ、生産データの仮想化のためのFactoryEye、データ管理のためのMagic Data Management and Analytics Platform、クロスプラットフォームのモバイルビジネスアプリケーションのためのMagic SmartUXなどのアプリケーション開発とビジネスプロセス統合プラットフォームを提供している。さらに、医療記録情報管理システムのClicks、航空貨物のグランドハンドリングを管理するHermes Cargo、サービスとしてのシングルテナント型ソフトウェアツールのHR Pulse、テレビ放送管理のためのMBS Solution、リハビリセンターの管理のためのNativ、販売と流通の現場活動のためのMobisaleからなる垂直ソフトウェアソリューションを提供している。さらに、ソフトウェアのメンテナンス、サポート、トレーニング、コンサルティングサービスも提供している。以前はMashov Software Export (1983) Ltd.として知られ、1991年にMagic Software Enterprises Ltd.に社名を変更した。同社は1983年に法人化され、イスラエルのオル・イェフダに本社を置いている。
Magic Software Enterprises Ltd. 基礎のまとめ
| MGIC 基礎統計学 | |
|---|---|
| 時価総額 | US$853.35m |
| 収益（TTM） | US$39.88m |
| 売上高(TTM) | US$603.22m |
21.4x
PER（株価収益率1.4x
P/SレシオMGIC は割高か？
公正価値と評価分析を参照収益と収入
| MGIC 損益計算書（TTM） | |
|---|---|
| 収益 | US$603.22m |
| 売上原価 | US$433.40m |
| 売上総利益 | US$169.82m |
| その他の費用 | US$129.94m |
| 収益 | US$39.88m |
直近の収益報告
Sep 30, 2025
次回決算日
該当なし
| 一株当たり利益（EPS） | 0.81 |
| グロス・マージン | 28.15% |
| 純利益率 | 6.61% |
| 有利子負債／自己資本比率 | 23.0% |
MGIC の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
3.5%
現在の配当利回り95%
配当性向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 | 2026/02/25 07:41 |
| 終値 | 2026/02/23 00:00 |
| 収益 | 2025/09/30 |
| 年間収益 | 2024/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| 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
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
Magic Software Enterprises Ltd. 0 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。2
| アナリスト | 機関 |
|---|---|
| Bradley Sills | Maxim Group |
| Margaret Niesen Nolan | William Blair & Company L.L.C. |