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ePlus inc.NasdaqGS:PLUS 株式レポート

時価総額 US$2.2b
株価
US$83.10
US$115
27.7% 割安 内在価値ディスカウント
1Y25.7%
7D-6.6%
ポートフォリオ価値
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ePlus inc.

NasdaqGS:PLUS 株式レポート

時価総額:US$2.2b

ePlus(PLUS)株式概要

イープラスは、その子会社とともに、IT環境とサプライ・チェーン・プロセスの最適化を可能にする情報技術(IT)ソリューションを米国内外で提供しています。 詳細

PLUS ファンダメンタル分析
スノーフレーク・スコア
評価4/6
将来の成長0/6
過去の実績4/6
財務の健全性5/6
配当金1/6

PLUS Community Fair Values

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ePlus inc. 競合他社

価格と性能

株価の高値、安値、推移の概要ePlus
過去の株価
現在の株価US$83.10
52週高値US$93.98
52週安値US$62.11
ベータ1.04
1ヶ月の変化-2.43%
3ヶ月変化0.84%
1年変化25.72%
3年間の変化79.56%
5年間の変化74.98%
IPOからの変化3,398.95%

最新ニュース

ナラティブの更新 May 08

PLUS: Memory Optimization Efforts Will Drive Future Upside Potential

Analysts have nudged their price target on ePlus to $115, reflecting updated assumptions around the company’s discount rate and future P/E, while keeping fair value broadly aligned with prior estimates. What's in the News ePlus launched a Memory Optimization and Reclamation Assessment designed to help organizations evaluate workloads, identify overprovisioned or idle resources, and right-size existing memory capacity as supply chain challenges affect access to memory chips.
ナラティブの更新 Apr 17

PLUS: Memory Optimization Initiatives And Buybacks Will Drive Future Upside Potential

Analysts have maintained their fair value estimate for ePlus at $115, making only small adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions, which together support an unchanged overall price target. What's in the News ePlus launched a Memory Optimization and Reclamation Assessment to help organizations evaluate workloads, reclaim idle or over-provisioned memory, and right size existing capacity amid reported supply constraints and price pressure in the broader memory market driven by AI infrastructure demand (Key Developments).
ナラティブの更新 Apr 03

PLUS: Raised Guidance And Buybacks Will Drive Future Upside Potential

Analysts now set their price target for ePlus at $115, down from $126. This reflects updated assumptions for slightly lower revenue growth and profit margins, along with a modestly higher future P/E multiple.
ナラティブの更新 Mar 18

PLUS: Raised Guidance And Buybacks Will Support Future Upside Potential

Analysts have kept their fair value estimate for ePlus steady at $126. This is supported by largely unchanged assumptions around discount rate, revenue growth, profit margin, and future P/E, leading to no shift in the overall price target narrative.

Recent updates

ナラティブの更新 May 08

PLUS: Memory Optimization Efforts Will Drive Future Upside Potential

Analysts have nudged their price target on ePlus to $115, reflecting updated assumptions around the company’s discount rate and future P/E, while keeping fair value broadly aligned with prior estimates. What's in the News ePlus launched a Memory Optimization and Reclamation Assessment designed to help organizations evaluate workloads, identify overprovisioned or idle resources, and right-size existing memory capacity as supply chain challenges affect access to memory chips.
ナラティブの更新 Apr 17

PLUS: Memory Optimization Initiatives And Buybacks Will Drive Future Upside Potential

Analysts have maintained their fair value estimate for ePlus at $115, making only small adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions, which together support an unchanged overall price target. What's in the News ePlus launched a Memory Optimization and Reclamation Assessment to help organizations evaluate workloads, reclaim idle or over-provisioned memory, and right size existing capacity amid reported supply constraints and price pressure in the broader memory market driven by AI infrastructure demand (Key Developments).
ナラティブの更新 Apr 03

PLUS: Raised Guidance And Buybacks Will Drive Future Upside Potential

Analysts now set their price target for ePlus at $115, down from $126. This reflects updated assumptions for slightly lower revenue growth and profit margins, along with a modestly higher future P/E multiple.
ナラティブの更新 Mar 18

PLUS: Raised Guidance And Buybacks Will Support Future Upside Potential

Analysts have kept their fair value estimate for ePlus steady at $126. This is supported by largely unchanged assumptions around discount rate, revenue growth, profit margin, and future P/E, leading to no shift in the overall price target narrative.
ナラティブの更新 Mar 04

PLUS: Raised Guidance And Buybacks Will Support Future Earnings Upside

Analysts have maintained their fair value estimate for ePlus at $126.00, making only marginal adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions. This indicates that their overall view on the stock’s potential remains broadly unchanged.
ナラティブの更新 Feb 17

PLUS: Raised Guidance And Buybacks Will Support Higher Margins And Returns

Analysts have raised their price target for ePlus from $108 to $126, citing updated assumptions for revenue growth, profit margins, and a lower assumed future P/E multiple as the key drivers of the change. What's in the News From October 1, 2025 to December 31, 2025, ePlus repurchased 212,900 shares, representing 0.81% of outstanding shares, for a total of US$16.61 million under its existing buyback program (company disclosure).
ナラティブの更新 Feb 03

PLUS: Raised Guidance And Buybacks Will Support Margin Upside Ahead

Analysts held their fair value estimate for ePlus at $108, with only minimal tweaks to assumptions such as discount rate, revenue growth, profit margin, and future P/E. This reflects a view that the stock's overall valuation framework remains broadly consistent with prior expectations.
Seeking Alpha Dec 31

ePlus Rises On Sales Growth, But Cash Flow Still Under Watch (Downgrade)

Summary ePlus inc.'s delivered strong growth across sales, billings, EBITDA, and net income in Q2 FY26 with gross billings crossing $1 billion for the first time, confirming scale momentum. ePlus' headline profitability looks strong, but cash generation lags due to working capital build, because accounts receivable and inventory has tied up significant cash since FY26 began. Narrowing the cash conversion cycle remains the key operational variable and will be the litmus test in FY26. PLUS stock valuation remains attractive despite the ~30% rally since last coverage. Read the full article on Seeking Alpha
ナラティブの更新 Nov 23

PLUS: Expanded Service Support Will Drive Margin Upside In Coming Years

Narrative Update: ePlus Analyst Price Target Revised Analysts have maintained the fair value estimate for ePlus at $108.00. Improved profit margin projections have balanced out a somewhat lower forward price-to-earnings ratio in their updated assessment.
分析記事 Nov 11

ePlus inc.'s (NASDAQ:PLUS) 27% Price Boost Is Out Of Tune With Earnings

ePlus inc. ( NASDAQ:PLUS ) shares have had a really impressive month, gaining 27% after a shaky period beforehand. The...
ナラティブの更新 Nov 08

PLUS: Accelerating Managed Services Expansion Will Strengthen Margins And Drive Upside

Analysts have raised their price target for ePlus from $92 to $108. They cite improved revenue growth expectations, higher projected profit margins, and a slightly lower future price-to-earnings ratio as key factors behind the increase.
分析記事 Jul 30

Unpleasant Surprises Could Be In Store For ePlus inc.'s (NASDAQ:PLUS) Shares

There wouldn't be many who think ePlus inc.'s ( NASDAQ:PLUS ) price-to-earnings (or "P/E") ratio of 16.7x is worth a...
分析記事 Jul 12

ePlus (NASDAQ:PLUS) Seems To Use Debt Quite Sensibly

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 May 29

Investors Can Find Comfort In ePlus' (NASDAQ:PLUS) Earnings Quality

ePlus inc.'s ( NASDAQ:PLUS ) stock was strong despite it releasing a soft earnings report last week. Our analysis...
分析記事 May 14

At US$66.90, Is It Time To Put ePlus inc. (NASDAQ:PLUS) On Your Watch List?

ePlus inc. ( NASDAQ:PLUS ), might not be a large cap stock, but it saw a significant share price rise of 22% in the...
分析記事 Apr 24

Risks To Shareholder Returns Are Elevated At These Prices For ePlus inc. (NASDAQ:PLUS)

There wouldn't be many who think ePlus inc.'s ( NASDAQ:PLUS ) price-to-earnings (or "P/E") ratio of 15.3x is worth a...
分析記事 Apr 04

Returns On Capital Signal Tricky Times Ahead For ePlus (NASDAQ:PLUS)

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...
分析記事 Jan 29

ePlus (NASDAQ:PLUS) Seems To Use Debt Quite Sensibly

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
分析記事 Jan 09

Shareholders Should Be Pleased With ePlus inc.'s (NASDAQ:PLUS) Price

It's not a stretch to say that ePlus inc.'s ( NASDAQ:PLUS ) price-to-earnings (or "P/E") ratio of 18.7x right now seems...
分析記事 Dec 20

There Are Reasons To Feel Uneasy About ePlus' (NASDAQ:PLUS) Returns On Capital

If you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...
分析記事 Dec 02

Is Now An Opportune Moment To Examine ePlus inc. (NASDAQ:PLUS)?

ePlus inc. ( NASDAQ:PLUS ), is not the largest company out there, but it received a lot of attention from a substantial...
分析記事 Nov 01

A Look At The Fair Value Of ePlus inc. (NASDAQ:PLUS)

Key Insights Using the 2 Stage Free Cash Flow to Equity, ePlus fair value estimate is US$91.64 Current share price of...
分析記事 Sep 27

ePlus inc.'s (NASDAQ:PLUS) P/E Is On The Mark

With a price-to-earnings (or "P/E") ratio of 23.9x ePlus inc. ( NASDAQ:PLUS ) may be sending bearish signals at the...
分析記事 Sep 12

Is ePlus (NASDAQ:PLUS) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
User avatar
新しいナラティブ Sep 10

Leveraging AI And Cloud For Sustainable Growth Amidst Financial Flourishing

Shift towards predictable revenue through managed/professional services and strategic investments in AI and cloud technology enhances market position.
Seeking Alpha Aug 19

ePlus Is Not Undervalued And Faces Uncertainties

Summary ePlus Inc. is an IT solutions provider serving both businesses and government agencies. ePlus is currently experiencing negative revenue growth. Profit margins are slowly declining. The current valuation of ePlus is near its all-time high. Read the full article on Seeking Alpha
分析記事 Aug 15

Investors Can Find Comfort In ePlus' (NASDAQ:PLUS) Earnings Quality

The market was pleased with the recent earnings report from ePlus inc. ( NASDAQ:PLUS ), despite the profit numbers...
分析記事 Aug 09

ePlus inc. (NASDAQ:PLUS) Analysts Are Pretty Bullish On The Stock After Recent Results

The first-quarter results for ePlus inc. ( NASDAQ:PLUS ) were released last week, making it a good time to revisit its...
分析記事 Jul 25

Is Now An Opportune Moment To Examine ePlus inc. (NASDAQ:PLUS)?

ePlus inc. ( NASDAQ:PLUS ), is not the largest company out there, but it saw a double-digit share price rise of over...
分析記事 Jul 12

ePlus inc.'s (NASDAQ:PLUS) Intrinsic Value Is Potentially 83% Above Its Share Price

Key Insights ePlus' estimated fair value is US$138 based on 2 Stage Free Cash Flow to Equity ePlus' US$75.54 share...
分析記事 Jun 27

Returns At ePlus (NASDAQ:PLUS) Appear To Be Weighed Down

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 Jun 11

ePlus inc.'s (NASDAQ:PLUS) Share Price Could Signal Some Risk

It's not a stretch to say that ePlus inc.'s ( NASDAQ:PLUS ) price-to-earnings (or "P/E") ratio of 16.8x right now seems...
分析記事 May 26

ePlus inc. (NASDAQ:PLUS) Just Reported And Analysts Have Been Lifting Their Price Targets

Last week, you might have seen that ePlus inc. ( NASDAQ:PLUS ) released its annual result to the market. The early...

株主還元

PLUSUS ElectronicUS 市場
7D-6.6%-1.0%-0.3%
1Y25.7%89.3%24.1%

業界別リターン: PLUS過去 1 年間で89.3 % の収益を上げたUS Electronic業界を下回りました。

リターン対市場: PLUS過去 1 年間で24.1 % の収益を上げたUS市場を上回りました。

価格変動

Is PLUS's price volatile compared to industry and market?
PLUS volatility
PLUS Average Weekly Movement4.4%
Electronic Industry Average Movement8.9%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.2%

安定した株価: PLUS 、 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: PLUSの 週次ボラティリティ ( 4% ) 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
19902,182Mark Marronwww.eplus.com

イープラスはその子会社とともに、IT環境とサプライチェーンプロセスの最適化を可能にする情報技術(IT)ソリューションを米国内外で提供している。同社は、サードパーティのハードウェア、永久およびサブスクリプション・ソフトウェア、メンテナンス、ソフトウェア保証およびその他のサードパーティ・サービスを販売している。また、デジタルサイネージ、EV充電ソリューション、紛失防止とセキュリティ、開店、改装、閉店のスペースだけでなく、スタッフの増強、プロジェクト管理、クラウドコンサルティング、Alアドバイザリー、コンサルティング、セキュリティとコラボレーションソリューション、倉庫、構成、物流サービスなどの専門的なサービスや、拡張保守サポートまたはePlusライフサイクルサービスサポート、サービスデスク、ストレージ・アズ・ア・サービス、azureリカバリ、クラウドマネージド、マネージドセキュリティサービス、インフラストラクチャとクラウドのマネージドサービスから成るマネージドサービスも提供している。さらに、販売型リース、オペレーティング・リース、ローン、消費型ファイナンスなどのファイナンス・アレンジメント、IT機器・資産の引受・管理・処分、営業、価格設定、与信、契約、会計、リスク管理、資産管理などのファイナンス業務も提供している。さらに、IT機器、通信関連機器、医療機器、産業用機械・設備、オフィス家具・一般事務機器、輸送機器、その他一般的な業務用機器への融資や、前処理、ライフサイクルと資産所有、エンド・オブ・ライフ・サービスなどの融資ソリューションを提供している。同社は電気通信、メディア、エンターテイメント、テクノロジー、州政府、地方自治体、教育機関、ヘルスケア、金融サービスにサービスを提供している。イープラスは1990年に設立され、バージニア州ハーンドンに本社を置いている。

ePlus inc. 基礎のまとめ

ePlus の収益と売上を時価総額と比較するとどうか。
PLUS 基礎統計学
時価総額US$2.17b
収益(TTM)US$148.11m
売上高(TTM)US$2.41b
14.7x
PER(株価収益率
0.9x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
PLUS 損益計算書(TTM)
収益US$2.41b
売上原価US$1.75b
売上総利益US$640.24m
その他の費用US$492.13m
収益US$148.11m

直近の収益報告

Dec 31, 2025

次回決算日

該当なし

一株当たり利益(EPS)5.66
グロス・マージン26.59%
純利益率6.15%
有利子負債/自己資本比率12.5%

PLUS 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

1.2%
現在の配当利回り
9%
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2026/05/18 05:19
終値2026/05/15 00:00
収益2025/12/31
年間収益2025/03/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

ePlus inc. 2 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。5

アナリスト機関
Samuel EnglandBerenberg
Matthew RamsayCanaccord Genuity
Gregory BurnsSidoti & Company, LLC