Endava マネジメント
マネジメント 基準チェック /24
Endavaの CEO はJohn Cotterellで、 Feb2000年に任命され、 の在任期間は 26.58年です。 の年間総報酬は£ 935.00Kで、 53.5%給与と46.5%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の16.33%を直接所有しており、その価値は$ 24.43M 。経営陣と取締役会の平均在任期間はそれぞれ7.5年と5.5年です。
主要情報
John Cotterell
最高経営責任者
UK£935.0k
報酬総額
| CEO給与比率 | 53.48% |
| CEO在任期間 | 26.6yrs |
| CEOの所有権 | 16.3% |
| 経営陣の平均在職期間 | 7.5yrs |
| 取締役会の平均在任期間 | 5.5yrs |
経営陣の近況
Recent updates
Seeking Alpha • Aug 25
Endava: Innovation At The Cost Of Profitability
Summary Endava is transitioning to AI-driven services but faces margin erosion, lower utilization, and rising training costs amid weak client CapEx. I rate DAVA a Hold, pending clear stabilization of core revenues and improvement in cash flow, given operational and financial headwinds. AI-related revenue rose to 15% in Q3, but overall revenue declined 8.4% YoY, and adjusted pre-tax margin collapsed to 1.8%. Valuation appears extremely low (EV/Revenue 0.37x, P/E 3.7x), but negative FCF, rising debt, and contract execution risks require caution. Read the full article on Seeking Alpha
ナラティブ更新 • Jul 22
DAVA: AI Partnerships And Cloud Security Will Offset Execution And Visibility Risks
Endava's consensus analyst price target has shifted lower from about $3.50 to roughly $3, as analysts point to weaker IT services demand, elongated deal cycles, and reduced earnings outlooks as key reasons for resetting expectations. Analyst Commentary Recent research updates on Endava highlight a clear shift toward more cautious views, with several bearish analysts cutting price targets and reassessing the company after weaker fiscal results and updated outlooks.
ナラティブ更新 • Jul 08
DAVA: AI Partnerships And Delivery Improvements Will Drive Future Turnaround Execution
Endava’s analyst price targets have been revised lower, with recent cuts such as $6 to $4 and $8 to $4 reflecting what analysts describe as weaker fiscal Q3 results, reduced outlooks, and concerns about the visibility of future growth and profitability. Analyst Commentary Recent research on Endava highlights a mix of cautious and constructive views as analysts reassess expectations following the fiscal Q3 results and updated outlook.
ナラティブ更新 • Jun 24
DAVA: FY26 Reset And AI Workflows Will Support Future Re Rating Potential
Endava's updated analyst price target has been cut sharply to around $10 from about $16, as analysts factor in weaker recent results, ongoing outlook reductions, concerns over revenue predictability, and elongated deal cycles. Analyst Commentary on Endava Recent research coverage on Endava has turned more cautious after repeated earnings misses and revised guidance, with several firms cutting ratings and trimming price targets.ナラティブ更新 • Jun 08
DAVA: AI Delivery And Payments Partnership Will Offset Execution Concerns
Narrative Update on Endava The analyst price target for Endava has moved from about $5.00 to about $3.50, as analysts factor in weaker fiscal Q3 results, reduced outlooks, and concerns about elongated deal cycles and revenue predictability. Analyst Commentary Recent Street research around Endava has turned more cautious as analysts react to fiscal Q3 results that came in below management's outlook, along with further reductions to forward guidance.ナラティブ更新 • May 25
DAVA: AI Partnerships And Delivery Improvements Will Support Future Turnaround Execution
Narrative Update on Endava Analysts have cut Endava's fair value estimate from about $8.56 to $6.51, reflecting lower price targets in the $4 to $5 range after repeated earnings misses, outlook cuts, mounting demand pressures, and ongoing questions around revenue predictability and delivery execution. Analyst Commentary Recent Street research on Endava has turned more cautious, with multiple firms cutting price targets and at least one high profile downgrade.ナラティブ更新 • May 05
DAVA: AI Partnerships And Share Buybacks Will Support Future Turnaround Execution
Narrative Update on Endava Analysts have trimmed their price targets on Endava by up to $2, with recent cuts to $9 and $6.50 reflecting updated views on fair value and future P/E. They also point to 2Q26 results as broadly in line with plans and note a slightly higher full year 2026 constant currency outlook.ナラティブ更新 • Apr 20
DAVA: Buybacks And AI Investments Will Offset Softer Near Term Outlook
Narrative Update on Endava The updated analyst price target for Endava has shifted lower in recent weeks, with moves such as TD Cowen trimming its target to $6.50 and JPMorgan to $9. Analysts are factoring in a slightly softer growth outlook, a lower future P/E assumption, and the effects of foreign exchange and investment spending on near term results.ナラティブ更新 • Apr 06
DAVA: Shares Will Recover As Buybacks Offset Cautious Revenue Outlook
Narrative Update on Endava Analysts have trimmed their price targets on Endava, with one key target moving from $8.00 to $6.50. This reflects updated views on softer revenue growth assumptions, a lower forward P/E, and slightly better expected profitability after recent earnings and guidance.ナラティブ更新 • Mar 23
DAVA: FY26 Outlook And AI Partnerships Will Support Future Re Rating Potential
Endava's fair value estimate has been adjusted lower by about $0.64 to $15.72 as analysts factor in reduced price targets, including cuts to $6.50 and $9, while acknowledging recent results that broadly tracked expectations and modest guidance updates. Analyst Commentary Recent research on Endava presents a mixed picture, but there are several elements that more optimistic voices highlight as constructive for the story, even as headline price targets have been reset lower.ナラティブ更新 • Mar 08
DAVA: Future Execution On AI Partnerships And FY26 Guidance Will Drive Re Rating Potential
Analysts have adjusted their average price target on Endava to a range of $6.50 to $9, reflecting updated fair value estimates and higher discount rates, while acknowledging recent guidance changes and mixed quarterly outlooks driven by foreign exchange and investment spending. Analyst Commentary Recent Street research on Endava points to a more cautious but still constructive setup, with price targets reset into the US$6.50 to US$9 band and expectations aligned more tightly with current guidance.ナラティブ更新 • Feb 22
DAVA: Shares Will Recover As Earnings Reset And Buybacks Support Upside Potential
Analysts have trimmed their Endava price targets, with recent cuts such as $10 to $9 and other reductions contributing to a lower fair value estimate and updated assumptions on discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Recent Street research on Endava reflects a more cautious stance, with price targets being reset lower and ratings held at neutral rather than skewing positive.ナラティブ更新 • Feb 08
DAVA: Generative AI Partnerships Will Support Future Turnaround Despite Execution Concerns
Narrative Update on Endava Analysts have trimmed their price target on Endava to US$8 from US$10, citing missed growth guidance, softer performance tied to client credit issues and pipeline conversion, and a view that a recovery in growth now looks more challenging and could keep the shares under pressure in the near term. Analyst Commentary Recent research updates on Endava focus heavily on the reset in expectations after the company missed its previously stated growth guidance and issued another quarter of what analysts describe as disappointing guidance.ナラティブ更新 • Jan 25
DAVA: Future Execution On Client Credit And Pipeline Conversion Will Drive Re Rating Potential
Analysts have trimmed their Endava price target to $8 from $10, citing missed growth guidance, softer performance tied to client credit issues, and weaker pipeline conversion. They expect these factors to weigh on near term recovery prospects.分析記事 • Jan 10
Is Endava (NYSE:DAVA) Using Too Much Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...ナラティブ更新 • Jan 10
DAVA: Future Execution On Client Credit And Pipeline Issues Will Reset Expectations
Analysts cut their price target on Endava by more than half to about US$17 from roughly US$37 after weaker growth guidance, ongoing client credit and pipeline conversion issues, and lower future P/E assumptions led them to reset expectations. Analyst Commentary Recent research has highlighted a tougher backdrop for Endava, with weaker growth guidance and softer client activity weighing on near term expectations.ナラティブ更新 • Dec 25
DAVA: Shares Are Expected To Recover As Client Credit Pressures Ease
Endava's analyst price target has been cut from $10 to $8 as analysts point to missed growth guidance, ongoing pressure from client credit issues and weak pipeline conversion, and a more challenging setup for a near term growth recovery. Analyst Commentary Bearish analysts are signaling a more cautious stance on Endava, citing a combination of weaker than expected execution and an increasingly uncertain growth outlook.ナラティブ更新 • Dec 11
DAVA: Generative AI Partnerships Will Support Future Recovery Despite Guidance Reset
Analysts have reduced their price target on Endava, cutting it by approximately $3 to reflect missed growth guidance, persistent pressure on the outlook, and a more challenging setup for a near term recovery in client demand and pipeline conversion. Analyst Commentary Bullish Takeaways Bullish analysts see the reset in growth expectations and price targets as potentially de-risking the valuation, limiting downside if execution stabilizes from here.分析記事 • Dec 08
What You Can Learn From Endava plc's (NYSE:DAVA) P/E After Its 28% Share Price Crash
Endava plc ( NYSE:DAVA ) shareholders that were waiting for something to happen have been dealt a blow with a 28% share...ナラティブ更新 • Nov 27
DAVA: Expanding Generative AI Partnerships Will Support A Stronger Long-Term Outlook
Endava's analyst price target has been reduced significantly. Recent adjustments reflect a new average valuation near $8 to $11, down from previous expectations.ナラティブ更新 • Nov 12
DAVA: Investments In Gen AI And Partnerships Will Drive Long-Term Opportunity
Analysts have lowered their price target for Endava from $17 to $11, citing ongoing challenges for near-term growth and margin pressure. This comes despite optimism around the company's investments in Gen AI and partnerships.分析記事 • Nov 05
Is Endava plc (NYSE:DAVA) Potentially Undervalued?
Endava plc ( NYSE:DAVA ), might not be a large cap stock, but it received a lot of attention from a substantial price...ナラティブ更新 • Oct 29
Long-Term AI Investment Will Drive Revenue Diversification Despite Transitional Year
Narrative Update on Endava Analysts have reduced their price target for Endava from $17 to $11. They cite a cautious FY26 growth outlook and anticipated near-term margin pressures, despite optimism for long-term benefits from Gen AI investments.ナラティブ更新 • Oct 15
AI Capabilities Like Morpheus And Compass Will Leverage Digital Shift For Market Expansion
Analysts have reduced their price target for Endava from $17 to $11. They cite increased near-term margin pressures and a more cautious growth outlook, despite ongoing investments in Gen AI and partnerships.ナラティブ更新 • Sep 06
AI Capabilities Like Morpheus And Compass Will Leverage Digital Shift For Market Expansion
Endava’s price target has been cut from $23.49 to $18.93 due to delayed client IT spending amid macroeconomic and sector headwinds, compounded by near-term growth and margin pressures that outweigh long-term strategic positives. Analyst Commentary Elevated macroeconomic uncertainty and trade concerns are resulting in delayed client IT investments and a cautious demand environment.ナラティブ更新 • Aug 19
AI Capabilities Like Morpheus And Compass Will Leverage Digital Shift For Market Expansion
Despite ongoing sector headwinds and cautious client spending, analysts believe consensus estimates are now de-risked—implying limited downside and possible upside if demand stabilizes—leading to a raised fair value price target for Endava from $22.91 to $24.16. Analyst Commentary Persistent industry underperformance relative to the S&P 500 linked to heightened investor expectations and subsequent disappointment post-year-end rally.分析記事 • Aug 13
Does Endava (NYSE:DAVA) Have A Healthy Balance Sheet?
NYSE:DAVA 1 Year Share Price vs Fair Value Explore Endava's Fair Values from the Community and select yours Howard...分析記事 • Jul 26
Endava plc's (NYSE:DAVA) Intrinsic Value Is Potentially 91% Above Its Share Price
Key Insights Using the 2 Stage Free Cash Flow to Equity, Endava fair value estimate is US$28.54 Endava's US$14.95 share...分析記事 • Jun 18
Why Investors Shouldn't Be Surprised By Endava plc's (NYSE:DAVA) P/E
Endava plc's ( NYSE:DAVA ) price-to-earnings (or "P/E") ratio of 36.3x might make it look like a strong sell right now...分析記事 • Jun 02
Why Endava plc (NYSE:DAVA) Could Be Worth Watching
Endava plc ( NYSE:DAVA ), is not the largest company out there, but it received a lot of attention from a substantial...分析記事 • May 18
Results: Endava plc Beat Earnings Expectations And Analysts Now Have New Forecasts
There's been a major selloff in Endava plc ( NYSE:DAVA ) shares in the week since it released its third-quarter report...分析記事 • Apr 16
Endava (NYSE:DAVA) Has A Pretty Healthy Balance Sheet
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Mar 29
Endava plc (NYSE:DAVA) Shares Could Be 28% Below Their Intrinsic Value Estimate
Key Insights The projected fair value for Endava is US$27.67 based on 2 Stage Free Cash Flow to Equity Current share...Seeking Alpha • Mar 28
Endava: Mispriced Today, Repositioned For Tomorrow
Summary Endava Plc is transforming from a mid-tier services firm to an AI-native enterprise enabler, presenting a significant investment opportunity. Despite a tough FY24, Endava's pivot to higher-value work and expansion in North America signal a strong growth trajectory. The stock is undervalued, trading at a significant discount compared to peers, with potential for a 30-50% rise in the next 12 months. Key risks include client concentration, cash flow pressure, wage inflation, and integration of recent acquisitions, but the upside potential outweighs these concerns. Read the full article on Seeking Alpha分析記事 • Mar 11
Investors Don't See Light At End Of Endava plc's (NYSE:DAVA) Tunnel And Push Stock Down 35%
Endava plc ( NYSE:DAVA ) shareholders won't be pleased to see that the share price has had a very rough month, dropping...Seeking Alpha • Jan 09
Endava PLC: Long-Term Growth Potential Is The Key Focus
Summary I reiterate my buy rating for Endava PLC stock due to its strong long-term growth potential, despite near-term macroeconomic challenges. DAVA's strategic initiatives in core modernization and Gen-AI adoption, supported by proprietary tools Morpheus and Compass, position it well for future growth. Near-term growth may be weak, but I expect DAVA to achieve 20% growth over the next two years as AI investments ramp up. Risks include project delays, talent retention challenges, and rising wage inflation, but the potential upside for DAVA remains significant. Read the full article on Seeking Alpha分析記事 • Jan 07
Is Endava (NYSE:DAVA) Using Too Much Debt?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Nov 27
Endava (NYSE:DAVA) Will Be Hoping To Turn Its Returns On Capital Around
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
新しいナラティブ • Nov 21
AI-Driven Innovation And Critical Partnerships Propel Company Towards Digital Transformation Success
Strategic focus on AI and core modernization could increase revenue from complex transformation programs and improve operational efficiencies.分析記事 • Nov 11
Is Now The Time To Look At Buying Endava plc (NYSE:DAVA)?
Endava plc ( NYSE:DAVA ), might not be a large cap stock, but it saw a decent share price growth of 12% on the NYSE...分析記事 • Oct 29
Is There An Opportunity With Endava plc's (NYSE:DAVA) 31% Undervaluation?
Key Insights Endava's estimated fair value is US$35.65 based on 2 Stage Free Cash Flow to Equity Endava's US$24.60...Seeking Alpha • Oct 28
Endava: Mr. Market May Again Assign DAVA A Hefty Multiple
Summary Endava plc, a London-based IT solutions company, has faced a 6.8% revenue decline in FY24 but remains free cash flow positive. The IT services industry is growing, driven by digital transformation, AI, and cloud computing, with Endava positioned as a key enabler. Despite short-term challenges, Endava's strong culture, low attrition, and founder-led management provide a competitive edge and potential for long-term growth. Endava's valuation suggests significant upside, with potential for a doubling of the share price if growth and margins improve as expected. Read the full article on Seeking AlphaSeeking Alpha • Oct 13
Endava: Management Is Also Responsible For Value Deterioration
Summary Endava faces a temporary slowdown and higher operating costs but offers high potential returns if demand rebounds, warranting a "Hold" recommendation. The company specializes in digital strategy and software engineering, with a significant client base in the financial sector, notably Mastercard. Management’s capital allocation and cost decisions have led to value destruction, with a significant decline in EPS and free cash flow. Despite challenges, conservative estimates and a CEO with significant ownership suggest potential, but management improvements are crucial for shareholder value. Read the full article on Seeking Alpha分析記事 • Oct 13
Positive Sentiment Still Eludes Endava plc (NYSE:DAVA) Following 26% Share Price Slump
The Endava plc ( NYSE:DAVA ) share price has fared very poorly over the last month, falling by a substantial 26%. For...分析記事 • Sep 22
Endava plc Just Missed Earnings - But Analysts Have Updated Their Models
One of the biggest stories of last week was how Endava plc ( NYSE:DAVA ) shares plunged 20% in the week since its...CEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -UK£408m |
| Dec 31 2025 | n/a | n/a | -UK£3m |
| Sep 30 2025 | n/a | n/a | UK£11m |
| Jun 30 2025 | UK£935k | UK£500k | UK£21m |
| Mar 31 2025 | n/a | n/a | UK£18m |
| Dec 31 2024 | n/a | n/a | UK£6m |
| Sep 30 2024 | n/a | n/a | UK£7m |
| Jun 30 2024 | UK£545k | UK£500k | UK£17m |
| Mar 31 2024 | n/a | n/a | UK£42m |
| Dec 31 2023 | n/a | n/a | UK£68m |
| Sep 30 2023 | n/a | n/a | UK£75m |
| Jun 30 2023 | UK£948k | UK£500k | UK£94m |
| Mar 31 2023 | n/a | n/a | UK£98m |
| Dec 31 2022 | n/a | n/a | UK£94m |
| Sep 30 2022 | n/a | n/a | UK£94m |
| Jun 30 2022 | UK£4m | UK£500k | UK£83m |
| Mar 31 2022 | n/a | n/a | UK£72m |
| Dec 31 2021 | n/a | n/a | UK£65m |
| Sep 30 2021 | n/a | n/a | UK£57m |
| Jun 30 2021 | UK£4m | UK£350k | UK£43m |
| Mar 31 2021 | n/a | n/a | UK£34m |
| Dec 31 2020 | n/a | n/a | UK£35m |
| Sep 30 2020 | n/a | n/a | UK£14m |
| Jul 01 2020 | n/a | n/a | UK£20m |
報酬と市場: Johnの 総報酬 ($USD 1.26M ) は、 US市場 ($USD 650.37K ) の同規模の企業の平均を上回っています。
報酬と収益: Johnの報酬は増加しましたが、会社は利益を上げていません。
CEO
John Cotterell (66 yo)
26.6yrs
在職期間
UK£935,000
報酬
Mr. John Edward Cotterell serves as the Chief Executive Officer of Endava (UK) Limited and at Endava plc since February 2000. Mr. Cotterell served as the Managing Director at Alexander Mann Group Limited....
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Founder | 26.6yrs | UK£935.00k | 16.33% $ 24.4m | |
| CFO & Director | 11.4yrs | UK£510.00k | 0.094% $ 141.2k | |
| Chief Technology Officer | 3.2yrs | データなし | 0.0082% $ 12.3k | |
| Head of Investor Relations & ESG | no data | データなし | データなし | |
| General Counsel & Secretary | 7.5yrs | データなし | 0.016% $ 24.6k | |
| Chief People & Locations Officer | 1.2yrs | データなし | 0.23% $ 351.1k |
7.5yrs
平均在職期間
53yo
平均年齢
経験豊富な経営陣: DAVAの経営陣は経験豊富で経験豊富です（平均在職期間は7.5年）。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Founder | 26.6yrs | UK£935.00k | 16.33% $ 24.4m | |
| CFO & Director | 11.4yrs | UK£510.00k | 0.094% $ 141.2k | |
| Independent Director | 3.3yrs | UK£193.00k | 0.034% $ 51.6k | |
| Chair of Global Advisory Board | 1.3yrs | データなし | データなし | |
| Independent Director | 7yrs | UK£193.00k | 0.017% $ 24.8k | |
| Independent Director | 9yrs | UK£193.00k | 0.13% $ 188.8k | |
| Independent Director | 9.7yrs | UK£199.00k | 0.085% $ 126.7k | |
| Co-Chair of Global Advisory Board | 1.3yrs | データなし | データなし | |
| Independent Chairman of the Board | 13.3yrs | UK£213.00k | 0.15% $ 218.5k | |
| Member of Global Advisory Board | 1.3yrs | データなし | データなし | |
| Independent Director | 3.9yrs | UK£197.00k | 0.027% $ 40.2k | |
| Member of Global Advisory Board | 1.3yrs | データなし | データなし |
5.5yrs
平均在職期間
59yo
平均年齢
経験豊富なボード: DAVAの 取締役会 は 経験豊富 であると考えられます ( 5.5年の平均在任期間)。
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 | 2026/09/11 01:32 |
| 終値 | 2026/09/11 00:00 |
| 収益 | 2026/03/31 |
| 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 |
| |
| 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
Endava plc 9 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。14
| アナリスト | 機関 |
|---|---|
| Tyler DuPont | BofA Global Research |
| Christopher Svensson | Deutsche Bank |
| Yu Lee | Guggenheim Securities, LLC |