View Financial HealthCancom 배당 및 자사주 매입배당 기준 점검 5/6Cancom 은(는) 현재 수익률이 3.9% 인 배당금 지급 회사입니다. 다음 지급일은 22nd June, 2026 이며 배당락일은 다음과 같습니다. 18th June, 2026.핵심 정보3.9%배당 수익률3.6%자사주 매입 수익률총 주주 수익률7.5%미래 배당 수익률4.2%배당 성장률14.1%다음 배당 지급일22 Jun 26배당락일18 Jun 26주당 배당금n/a배당 성향109%최근 배당 및 자사주 매입 업데이트Declared Dividend • Apr 21Dividend of €1.00 announcedDividend of €1.00 is the same as last year. Ex-date: 18th June 2026 Payment date: 22nd June 2026 Dividend yield will be 3.7%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is not covered by earnings (109% earnings payout ratio). However, it is well covered by cash flows (23% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 21% to bring the payout ratio under control. EPS is expected to grow by 52% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Declared Dividend • Apr 07Dividend of €1.00 announcedDividend of €1.00 is the same as last year. Ex-date: 18th June 2026 Payment date: 22nd June 2026 Dividend yield will be 4.0%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is not covered by earnings (109% earnings payout ratio). However, it is well covered by cash flows (24% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 21% to bring the payout ratio under control. EPS is expected to grow by 52% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.공지 • Mar 31Cancom SE announces Annual dividend, payable on June 22, 2026Cancom SE announced Annual dividend of EUR 1.0000 per share payable on June 22, 2026, ex-date on June 18, 2026 and record date on June 19, 2026.공지 • Apr 01Cancom SE announces Annual dividend, payable on June 27, 2025Cancom SE announced Annual dividend of EUR 1.0000 per share payable on June 27, 2025, ex-date on June 25, 2025 and record date on June 26, 2025.Upcoming Dividend • May 30Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 06 June 2024. Payment date: 10 June 2024. Payout ratio is on the higher end at 97%, however this is supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Austrian dividend payers (6.0%). Higher than average of industry peers (2.0%).공지 • Jun 16Cancom SE Approves DividendCancom SE at its AGM held on June 14, 2023, approved dividend proposal of €1.00 per dividend-bearing share.모든 업데이트 보기Recent updates공지 • May 06Cancom SE, Annual General Meeting, Jun 17, 2026Cancom SE, Annual General Meeting, Jun 17, 2026, at 11:00 W. Europe Standard Time.Declared Dividend • Apr 21Dividend of €1.00 announcedDividend of €1.00 is the same as last year. Ex-date: 18th June 2026 Payment date: 22nd June 2026 Dividend yield will be 3.7%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is not covered by earnings (109% earnings payout ratio). However, it is well covered by cash flows (23% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 21% to bring the payout ratio under control. EPS is expected to grow by 52% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Declared Dividend • Apr 07Dividend of €1.00 announcedDividend of €1.00 is the same as last year. Ex-date: 18th June 2026 Payment date: 22nd June 2026 Dividend yield will be 4.0%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is not covered by earnings (109% earnings payout ratio). However, it is well covered by cash flows (24% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 21% to bring the payout ratio under control. EPS is expected to grow by 52% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.공지 • Mar 31Cancom SE announces Annual dividend, payable on June 22, 2026Cancom SE announced Annual dividend of EUR 1.0000 per share payable on June 22, 2026, ex-date on June 18, 2026 and record date on June 19, 2026.New Risk • Feb 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Austrian stocks, typically moving 4.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (182% payout ratio). Share price has been volatile over the past 3 months (4.9% average weekly change). Profit margins are more than 30% lower than last year (1.0% net profit margin).Buy Or Sell Opportunity • Nov 25Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to €25.60. The fair value is estimated to be €21.12, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has declined by 10%. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 35% per annum over the same time period.공지 • Nov 08+ 4 more updatesCancom SE to Report Q3, 2026 Results on Nov 12, 2026Cancom SE announced that they will report Q3, 2026 results on Nov 12, 2026Reported Earnings • Aug 15Second quarter 2025 earnings released: €0.013 loss per share (vs €0.20 profit in 2Q 2024)Second quarter 2025 results: €0.013 loss per share (down from €0.20 profit in 2Q 2024). Revenue: €396.2m (flat on 2Q 2024). Net loss: €424.0k (down 106% from profit in 2Q 2024). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 11% per year.공지 • May 12Cancom SE, Annual General Meeting, Jun 24, 2025Cancom SE, Annual General Meeting, Jun 24, 2025, at 11:00 W. Europe Standard Time.공지 • Apr 01Cancom SE announces Annual dividend, payable on June 27, 2025Cancom SE announced Annual dividend of EUR 1.0000 per share payable on June 27, 2025, ex-date on June 25, 2025 and record date on June 26, 2025.Valuation Update With 7 Day Price Move • Mar 31Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €22.76, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 15x in the IT industry in Europe. Total loss to shareholders of 55% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €36.45 per share.공지 • Dec 21+ 2 more updatesCancom SE to Report Fiscal Year 2024 Results on Feb 11, 2025Cancom SE announced that they will report fiscal year 2024 results on Feb 11, 2025New Risk • Dec 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Austrian stocks, typically moving 4.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Reported Earnings • Nov 14Third quarter 2024 earnings released: EPS: €0.28 (vs €0.27 in 3Q 2023)Third quarter 2024 results: EPS: €0.28. Revenue: €424.6m (up 1.9% from 3Q 2023). Net income: €9.26m (down 12% from 3Q 2023). Profit margin: 2.2% (down from 2.5% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the IT industry in Europe.Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: €0.20 (vs €0.095 in 2Q 2023)Second quarter 2024 results: EPS: €0.20 (up from €0.095 in 2Q 2023). Revenue: €397.5m (up 21% from 2Q 2023). Net income: €7.08m (up 105% from 2Q 2023). Profit margin: 1.8% (up from 1.0% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.Upcoming Dividend • May 30Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 06 June 2024. Payment date: 10 June 2024. Payout ratio is on the higher end at 97%, however this is supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Austrian dividend payers (6.0%). Higher than average of industry peers (2.0%).Reported Earnings • May 16First quarter 2024 earnings released: EPS: €0.29 (vs €0.28 in 1Q 2023)First quarter 2024 results: EPS: €0.29 (up from €0.28 in 1Q 2023). Revenue: €442.9m (up 39% from 1Q 2023). Net income: €10.2m (up 1.0% from 1Q 2023). Profit margin: 2.3% (down from 3.2% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has fallen by 11% per year whereas the company’s share price has fallen by 13% per year.공지 • May 08Cancom SE, Annual General Meeting, Jun 05, 2024Cancom SE, Annual General Meeting, Jun 05, 2024.New Risk • Apr 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Austrian stocks, typically moving 4.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (97% payout ratio). Share price has been volatile over the past 3 months (4.2% average weekly change).Reported Earnings • Mar 30Full year 2023 earnings released: EPS: €1.03 (vs €0.90 in FY 2022)Full year 2023 results: EPS: €1.03 (up from €0.90 in FY 2022). Revenue: €1.54b (up 19% from FY 2022). Net income: €37.9m (up 17% from FY 2022). Profit margin: 2.5% (in line with FY 2022). Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.공지 • Mar 13Cancom SE, Annual General Meeting, Jun 05, 2024Cancom SE, Annual General Meeting, Jun 05, 2024.공지 • Dec 16+ 4 more updatesCancom SE to Report Q3, 2024 Results on Nov 12, 2024Cancom SE announced that they will report Q3, 2024 results on Nov 12, 2024공지 • Dec 13CANCOM SE Approves Supervisory Board ChangesAt its meeting held on 12 December 2023, the Supervisory Board of CANCOM SE reorganised the responsibilities on the Board. Klaus Weinmann, who was appointed to the Supervisory Board by court order on 25 October 2023, was elected Chairman of the Supervisory Board at today's meeting. The previous Chairman, Mr. Stefan Kober, remains on the Supervisory Board as Deputy Chairman. In this role, he replaces Dr. Lothar Koniarski, who will step down at his own request on 31 December 2023. The Supervisory Board also intends to have Dr. Ilias Läber, Chief Executive Officer at Spectrum Value Management, appointed by the court as the sixth member of the Supervisory Board in the near future until the 2024 Annual General Meeting. Former Executive Board member Klaus Weinmann becomes Chairman of the Supervisory Board. As one of the founders of CANCOM in 1992, Klaus Weinmann played a key role in shaping the company's development. During his time as CEO until 30 September 2018, the CANCOM Group grew dynamically. The Executive Board and Supervisory Board would like to thank Dr. Koniarski in particular for his trustworthy and constructive work on the Supervisory Board of CANCOM SE over the past ten years. In addition, the Supervisory Board and the Executive Board wish the new Chairman of the Supervisory Board, Klaus Weinmann, a good start and thank Stefan Kober for his work as Chairman of the Supervisory Board.공지 • Nov 29Cancom SE (XTRA:COK) agreed to acquire IT Consulting and Services business of DextraData GmbH.Cancom SE (XTRA:COK) agreed to acquire IT Consulting and Services business of DextraData GmbH on November 27, 2023.The transaction is subject to the customary conditions precedent and antitrust approval. The transaction is expected to be completed at the beginning of January 2024.Reported Earnings • Nov 10Third quarter 2023 earnings released: EPS: €0.27 (vs €0.27 in 3Q 2022)Third quarter 2023 results: EPS: €0.27 (up from €0.27 in 3Q 2022). Revenue: €421.1m (up 27% from 3Q 2022). Net income: €10.5m (up 12% from 3Q 2022). Profit margin: 2.5% (down from 2.8% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.New Risk • Oct 25New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Austrian stocks, typically moving 5.5% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (5.5% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 136% Paying a dividend despite having no free cash flows. Minor Risks Profit margins are more than 30% lower than last year (1.9% net profit margin). Shareholders have been diluted in the past year (6.4% increase in shares outstanding).Reported Earnings • Aug 13Second quarter 2023 earnings released: EPS: €0.095 (vs €0.26 in 2Q 2022)Second quarter 2023 results: EPS: €0.095 (down from €0.26 in 2Q 2022). Revenue: €331.9m (up 10% from 2Q 2022). Net income: €3.45m (down 63% from 2Q 2022). Profit margin: 1.0% (down from 3.1% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.New Risk • Jun 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Austrian stocks, typically moving 4.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 111% Paying a dividend despite having no free cash flows. High level of non-cash earnings (24% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (4.4% average weekly change). Profit margins are more than 30% lower than last year (2.4% net profit margin).공지 • Jun 17Cancom SE Confirms Swantje Schulze as Member of Supervisory BoardCancom SE at its Annual General Meeting held on 14 June 2023, confirmed Dr. Swantje Schulze as a member of the Supervisory Board.공지 • Jun 16Cancom SE Approves DividendCancom SE at its AGM held on June 14, 2023, approved dividend proposal of €1.00 per dividend-bearing share.Upcoming Dividend • Jun 08Upcoming dividend of €1.00 per share at 3.7% yieldEligible shareholders must have bought the stock before 15 June 2023. Payment date: 19 June 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.7%. Lower than top quartile of Austrian dividend payers (5.4%). Higher than average of industry peers (2.3%).공지 • May 26Cancom SE Updates Financial Forecast for the Financial Year 2023Cancom SE updated financial forecast for the financial year 2023. For the period, the company expected Revenue of €1,630 - 1,700 million (previously €1,320 - 1,390 million).공지 • May 10Cancom SE to Report Q1, 2023 Results on May 11, 2023Cancom SE announced that they will report Q1, 2023 results on May 11, 2023공지 • Jan 04Cancom SE (XTRA:COK) signed an agreement to acquire Nwc Services Gmbh.Cancom SE (XTRA:COK) signed an agreement to acquire Nwc Services Gmbh on January 3, 2022. NWC Services generated around €5 million of revenue in the 2021 financial year.공지 • Dec 03Cancom SE to Report Fiscal Year 2022 Results on Mar 30, 2023Cancom SE announced that they will report fiscal year 2022 results on Mar 30, 2023공지 • Dec 02+ 3 more updatesCancom SE to Report Q2, 2023 Results on Aug 10, 2023Cancom SE announced that they will report Q2, 2023 results on Aug 10, 2023Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: €0.27 (vs €0.29 in 3Q 2021)Third quarter 2022 results: EPS: €0.27 (down from €0.29 in 3Q 2021). Revenue: €335.8m (up 11% from 3Q 2021). Net income: €9.40m (down 15% from 3Q 2021). Profit margin: 2.8% (down from 3.6% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 12Third quarter 2022 earnings released: EPS: €0.27 (vs €0.29 in 3Q 2021)Third quarter 2022 results: EPS: €0.27 (down from €0.29 in 3Q 2021). Revenue: €335.8m (up 11% from 3Q 2021). Net income: €9.40m (down 15% from 3Q 2021). Profit margin: 2.8% (down from 3.6% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 16Second quarter 2022 earnings released: EPS: €0.26 (vs €0.29 in 2Q 2021)Second quarter 2022 results: EPS: €0.26 (down from €0.29 in 2Q 2021). Revenue: €300.6m (down 1.5% from 2Q 2021). Net income: €9.22m (down 18% from 2Q 2021). Profit margin: 3.1% (down from 3.7% in 2Q 2021). Over the next year, revenue is forecast to grow 12% compared to a 8.2% decline forecast for the IT industry in Austria. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.공지 • Jul 16Cancom SE (XTRA:COK) signed an agreement to acquire S&L Group Of Companies.Cancom SE (XTRA:COK) signed an agreement to acquire S&L Group Of Companies on July 13, 2022. The acquisition includes 100% shares in S&L Systemhaus GmbH, S&L BusinessSolutions GmbH and S&L ITcompliance GmbH, the operating subsidiaries of the S&L Group. S&L Group generated revenue of approximately €15 million in the financial year 2021. Employees of S&L Group will join the Cancom Group.공지 • Jul 06Cancom Se Announces CEO ChangesCancom SE announced that the Chief Executive Officer of CANCOM SE, Mr. Rudolf Hotter, has agreed at his own request and in the best possible agreement with the Supervisory Board to terminate his mandate as Executive Board member and CEO of the company prematurely on 31 October 2022. His appointment would have ended on 31 December 2024. In order to ensure a smooth handover, Mr. Hotter will be available to the company in an advisory capacity outside the Executive Board for a transitional period of 12 months. As Mr. Hotter's successor, the Supervisory Board appointed Executive Board member Rüdiger Rath, previously Chief Operating Officer (COO), as Chief Executive Officer with effect from 1 November 2022.공지 • Jun 30CANCOM SE Approves to Increase DividendCANCOM SE at its Annual General Meeting held on 28 June 2022 approved to increase the dividend to EUR 1.00 per no-par value share entitled to dividend.Upcoming Dividend • Jun 22Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 01 July 2022. Payout ratio is on the higher end at 82% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Austrian dividend payers (5.1%). Higher than average of industry peers (2.1%).Buying Opportunity • Jun 08Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 26%. The fair value is estimated to be €47.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 7.4%. For the next 3 years, revenue is forecast to grow by 7.3% per annum. Earnings is also forecast to grow by 15% per annum over the same time period.Reported Earnings • May 13First quarter 2022 earnings released: EPS: €0.30 (vs €0.26 in 1Q 2021)First quarter 2022 results: EPS: €0.30 (up from €0.26 in 1Q 2021). Revenue: €307.2m (down 18% from 1Q 2021). Net income: €11.3m (up 12% from 1Q 2021). Profit margin: 3.7% (up from 2.7% in 1Q 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 10% while the industry in Austria is not expected to grow. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.공지 • May 13Cancom SE Revises Earnings Guidance for the Year 2022Cancom SE revised earnings guidance for the year 2022. The Executive Board of CANCOM SE adjusted the forecast for the CANCOM Group on 3 May 2022. It now expects a significant increase in Group revenue and Group gross profit in the financial year 2022, as well as a significant increase in Group EBITDA and Group EBITA. For the Cloud Solutions segment, the Executive Board also expects significant growth in revenue and EBITDA.Buying Opportunity • May 06Now 29% undervalued after recent price dropOver the last 90 days, the stock is down 33%. The fair value is estimated to be €50.93, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years. Earnings per share has grown by 9.6%. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings is also forecast to grow by 17% per annum over the same time period.Reported Earnings • Apr 01Full year 2021 earnings released: EPS: €1.17 (vs €1.60 in FY 2020)Full year 2021 results: EPS: €1.17 (down from €1.60 in FY 2020). Revenue: €1.32b (down 20% from FY 2020). Net income: €44.8m (down 27% from FY 2020). Profit margin: 3.4% (down from 3.7% in FY 2020). The decrease in margin was driven by lower revenue. Over the next year, revenue is forecast to grow 9.5% compared to a 2.1% decline forecast for the industry in Austria. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 10% per year.공지 • Feb 02+ 1 more updateCancom SE to Report Q1, 2022 Results on May 12, 2022Cancom SE announced that they will report Q1, 2022 results on May 12, 2022Reported Earnings • Nov 12Third quarter 2021 earnings released: EPS €0.29 (vs €0.65 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €305.3m (down 23% from 3Q 2020). Net income: €11.0m (down 56% from 3Q 2020). Profit margin: 3.6% (down from 6.3% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS €0.31 (vs €0.20 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €344.0m (up 18% from 2Q 2020). Net income: €12.0m (up 56% from 2Q 2020). Profit margin: 3.5% (up from 2.6% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 9% per year.Upcoming Dividend • Jun 24Upcoming dividend of €0.75 per shareEligible shareholders must have bought the stock before 30 June 2021. Payment date: 02 July 2021. Trailing yield: 1.5%. Lower than top quartile of Austrian dividend payers (3.2%). Lower than average of industry peers (1.7%).Reported Earnings • May 17First quarter 2021 earnings released: EPS €0.26 (vs €0.23 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €374.2m (up 7.9% from 1Q 2020). Net income: €10.1m (up 16% from 1Q 2020). Profit margin: 2.7% (up from 2.5% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has remained flat.공지 • May 14Cancom SE Reaffirms Earnings Guidance for the Year 2021Cancom SE provided that the forecast for the CANCOM Group's financial year 2021 therefore remains unchanged: Significant growth in Group revenue, Group gross profit and Group EBITDA. Very significant growth in Group EBITA.공지 • Mar 04CANCOM Group Secures Attractive Framework Agreement with EU institution eu-LISACANCOM Group announced that as part of the international ecos consortium, the CANCOM Group has won an attractive framework contract with the EU institution eu-LISA. The framework agreement has a maximum term of six years. CANCOM was selected for its expertise in infrastructure services and will provide server, storage & networking components and hardware equipment. In addition, CANCOM technical architects will work closely with the ecos team to design, test and deploy all stack infrastructure solutions, including software through to virtualization. CANCOM's international focus will enable the provision of services required for the project at various locations of eu-LISA and the cooperating institution in France, Poland and Austria. The maximum total value is around 440 million euros for the consortium as a whole, with CANCOM's share amounting to 110 to 120 million euros. Currently, the necessary resources are being put in place so that activities can probably start before the end of the first quarter of 2021.Is New 90 Day High Low • Feb 05New 90-day high: €52.30The company is up 37% from its price of €38.22 on 06 November 2020. The Austrian market is up 35% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €54.50 per share.공지 • Feb 04+ 1 more updateCancom SE to Report Fiscal Year 2020 Results on Mar 30, 2021Cancom SE announced that they will report fiscal year 2020 results on Mar 30, 2021Is New 90 Day High Low • Jan 20New 90-day high: €47.38The company is up 18% from its price of €40.02 on 22 October 2020. The Austrian market is up 35% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the IT industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €53.68 per share.공지 • Jan 06Cancom SE (XTRA:COK) completed the acquisition of Anders & Rodewyk Das Systemhaus Fur Computertechnologien Gmbh.Cancom SE (XTRA:COK) agreed to acquire Anders & Rodewyk Das Systemhaus Fur Computertechnologien Gmbh on December 14, 2020. Anders & Rodewyk generates annual sales of €27 million with an EBITDA of €2.4 million. The Founders and shareholders of Anders & Rodewyk - Bernward Anders and Jens Rodewyk - become part of CANCOM. Founders remain operationally responsible for the Hanover location. The transaction is still subject to the approval of the antitrust authorities. Cancom SE (XTRA:COK) completed the acquisition of Anders & Rodewyk Das Systemhaus Fur Computertechnologien Gmbh on January 4, 2020. Ebner Stolz Gmbh & Co. Kg provided financial and tax due diligence to Cancom.Is New 90 Day High Low • Jan 05New 90-day high: €47.20The company is up 9.0% from its price of €43.18 on 07 October 2020. The Austrian market is up 27% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €51.71 per share.공지 • Dec 13Cancom SE, Annual General Meeting, Jun 29, 2021Cancom SE, Annual General Meeting, Jun 29, 2021.공지 • Dec 12+ 1 more updateCancom SE to Report Fiscal Year 2020 Results on Feb 04, 2021Cancom SE announced that they will report fiscal year 2020 results on Feb 04, 2021Analyst Estimate Surprise Post Earnings • Nov 13Revenue misses expectationsRevenue missed analyst estimates by 2.2%. Over the next year, revenue is forecast to grow 7.3% compared to a 2.4% decline forecast for the IT industry in Austria.Reported Earnings • Nov 13Third quarter 2020 earnings released: EPS €0.65The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: €396.9m (up 3.0% from 3Q 2019). Net income: €25.1m (up 45% from 3Q 2019). Profit margin: 6.3% (up from 4.5% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Oct 30Market pulls back on stock over the past weekAfter last week's 15% share price decline to €33.74, the stock is trading at a trailing P/E ratio of 42.6x, down from the previous P/E ratio of 50.2x. This compares to an average P/E of 21x in the IT industry in Europe. Total returns to shareholders over the past three years are 10%.Is New 90 Day High Low • Oct 19New 90-day low: €42.86The company is down 15% from its price of €50.65 on 21 July 2020. The Austrian market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €42.39 per share.Is New 90 Day High Low • Oct 02New 90-day low: €43.48The company is down 10.0% from its price of €48.14 on 26 June 2020. The Austrian market is down 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €43.86 per share.공지 • Jun 19Cancom SE to Report First Half, 2020 Results on Aug 13, 2020Cancom SE announced that they will report first half, 2020 results on Aug 13, 2020예정된 배당 지급오늘May 07 2026배당락일Jun 18 2026배당 지급일Jun 22 20264 days (배당락일 기준)다음 배당금을 받으려면 앞으로 42 days일 이내에 매수하세요지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: COK 의 주당 배당금은 지난 10 년 동안 안정적이었습니다.배당금 증가: COK 의 배당금 지급은 지난 10 년 동안 증가했습니다.배당 수익률 vs 시장Cancom 배당 수익률 vs 시장COK의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (COK)3.9%시장 하위 25% (AT)1.9%시장 상위 25% (AT)3.7%업계 평균 (IT)2.6%분석가 예측 (COK) (최대 3년)4.2%주목할만한 배당금: COK 의 배당금( 3.9% )은 Austrian 시장에서 배당금 지급자의 하위 25%( 1.94% )보다 높습니다.고배당: COK 의 배당금( 3.9% )은 Austrian 시장( 3.67% )주주 대상 이익 배당수익 보장: 지급 비율 ( 109.2% )이 높기 때문에 COK 의 배당금 지급은 수익으로 잘 충당되지 않습니다.주주 현금 배당현금 흐름 범위: 현금 지급 비율 ( 23.1% )이 낮기 때문에 COK 의 배당금 지급은 현금 흐름으로 잘 충당됩니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YAT 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/06 15:35종가2026/05/06 00:00수익2025/12/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Cancom SE는 14명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Gerhard SchwarzBaader Helvea Equity ResearchNicole WinklerBerenbergGustav FrobergBerenberg11명의 분석가 더 보기
Declared Dividend • Apr 21Dividend of €1.00 announcedDividend of €1.00 is the same as last year. Ex-date: 18th June 2026 Payment date: 22nd June 2026 Dividend yield will be 3.7%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is not covered by earnings (109% earnings payout ratio). However, it is well covered by cash flows (23% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 21% to bring the payout ratio under control. EPS is expected to grow by 52% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Declared Dividend • Apr 07Dividend of €1.00 announcedDividend of €1.00 is the same as last year. Ex-date: 18th June 2026 Payment date: 22nd June 2026 Dividend yield will be 4.0%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is not covered by earnings (109% earnings payout ratio). However, it is well covered by cash flows (24% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 21% to bring the payout ratio under control. EPS is expected to grow by 52% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
공지 • Mar 31Cancom SE announces Annual dividend, payable on June 22, 2026Cancom SE announced Annual dividend of EUR 1.0000 per share payable on June 22, 2026, ex-date on June 18, 2026 and record date on June 19, 2026.
공지 • Apr 01Cancom SE announces Annual dividend, payable on June 27, 2025Cancom SE announced Annual dividend of EUR 1.0000 per share payable on June 27, 2025, ex-date on June 25, 2025 and record date on June 26, 2025.
Upcoming Dividend • May 30Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 06 June 2024. Payment date: 10 June 2024. Payout ratio is on the higher end at 97%, however this is supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Austrian dividend payers (6.0%). Higher than average of industry peers (2.0%).
공지 • Jun 16Cancom SE Approves DividendCancom SE at its AGM held on June 14, 2023, approved dividend proposal of €1.00 per dividend-bearing share.
공지 • May 06Cancom SE, Annual General Meeting, Jun 17, 2026Cancom SE, Annual General Meeting, Jun 17, 2026, at 11:00 W. Europe Standard Time.
Declared Dividend • Apr 21Dividend of €1.00 announcedDividend of €1.00 is the same as last year. Ex-date: 18th June 2026 Payment date: 22nd June 2026 Dividend yield will be 3.7%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is not covered by earnings (109% earnings payout ratio). However, it is well covered by cash flows (23% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 21% to bring the payout ratio under control. EPS is expected to grow by 52% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Declared Dividend • Apr 07Dividend of €1.00 announcedDividend of €1.00 is the same as last year. Ex-date: 18th June 2026 Payment date: 22nd June 2026 Dividend yield will be 4.0%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is not covered by earnings (109% earnings payout ratio). However, it is well covered by cash flows (24% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 21% to bring the payout ratio under control. EPS is expected to grow by 52% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
공지 • Mar 31Cancom SE announces Annual dividend, payable on June 22, 2026Cancom SE announced Annual dividend of EUR 1.0000 per share payable on June 22, 2026, ex-date on June 18, 2026 and record date on June 19, 2026.
New Risk • Feb 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Austrian stocks, typically moving 4.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (182% payout ratio). Share price has been volatile over the past 3 months (4.9% average weekly change). Profit margins are more than 30% lower than last year (1.0% net profit margin).
Buy Or Sell Opportunity • Nov 25Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to €25.60. The fair value is estimated to be €21.12, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has declined by 10%. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 35% per annum over the same time period.
공지 • Nov 08+ 4 more updatesCancom SE to Report Q3, 2026 Results on Nov 12, 2026Cancom SE announced that they will report Q3, 2026 results on Nov 12, 2026
Reported Earnings • Aug 15Second quarter 2025 earnings released: €0.013 loss per share (vs €0.20 profit in 2Q 2024)Second quarter 2025 results: €0.013 loss per share (down from €0.20 profit in 2Q 2024). Revenue: €396.2m (flat on 2Q 2024). Net loss: €424.0k (down 106% from profit in 2Q 2024). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 11% per year.
공지 • May 12Cancom SE, Annual General Meeting, Jun 24, 2025Cancom SE, Annual General Meeting, Jun 24, 2025, at 11:00 W. Europe Standard Time.
공지 • Apr 01Cancom SE announces Annual dividend, payable on June 27, 2025Cancom SE announced Annual dividend of EUR 1.0000 per share payable on June 27, 2025, ex-date on June 25, 2025 and record date on June 26, 2025.
Valuation Update With 7 Day Price Move • Mar 31Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €22.76, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 15x in the IT industry in Europe. Total loss to shareholders of 55% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €36.45 per share.
공지 • Dec 21+ 2 more updatesCancom SE to Report Fiscal Year 2024 Results on Feb 11, 2025Cancom SE announced that they will report fiscal year 2024 results on Feb 11, 2025
New Risk • Dec 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Austrian stocks, typically moving 4.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Reported Earnings • Nov 14Third quarter 2024 earnings released: EPS: €0.28 (vs €0.27 in 3Q 2023)Third quarter 2024 results: EPS: €0.28. Revenue: €424.6m (up 1.9% from 3Q 2023). Net income: €9.26m (down 12% from 3Q 2023). Profit margin: 2.2% (down from 2.5% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the IT industry in Europe.
Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: €0.20 (vs €0.095 in 2Q 2023)Second quarter 2024 results: EPS: €0.20 (up from €0.095 in 2Q 2023). Revenue: €397.5m (up 21% from 2Q 2023). Net income: €7.08m (up 105% from 2Q 2023). Profit margin: 1.8% (up from 1.0% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.
Upcoming Dividend • May 30Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 06 June 2024. Payment date: 10 June 2024. Payout ratio is on the higher end at 97%, however this is supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Austrian dividend payers (6.0%). Higher than average of industry peers (2.0%).
Reported Earnings • May 16First quarter 2024 earnings released: EPS: €0.29 (vs €0.28 in 1Q 2023)First quarter 2024 results: EPS: €0.29 (up from €0.28 in 1Q 2023). Revenue: €442.9m (up 39% from 1Q 2023). Net income: €10.2m (up 1.0% from 1Q 2023). Profit margin: 2.3% (down from 3.2% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has fallen by 11% per year whereas the company’s share price has fallen by 13% per year.
공지 • May 08Cancom SE, Annual General Meeting, Jun 05, 2024Cancom SE, Annual General Meeting, Jun 05, 2024.
New Risk • Apr 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Austrian stocks, typically moving 4.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (97% payout ratio). Share price has been volatile over the past 3 months (4.2% average weekly change).
Reported Earnings • Mar 30Full year 2023 earnings released: EPS: €1.03 (vs €0.90 in FY 2022)Full year 2023 results: EPS: €1.03 (up from €0.90 in FY 2022). Revenue: €1.54b (up 19% from FY 2022). Net income: €37.9m (up 17% from FY 2022). Profit margin: 2.5% (in line with FY 2022). Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.
공지 • Mar 13Cancom SE, Annual General Meeting, Jun 05, 2024Cancom SE, Annual General Meeting, Jun 05, 2024.
공지 • Dec 16+ 4 more updatesCancom SE to Report Q3, 2024 Results on Nov 12, 2024Cancom SE announced that they will report Q3, 2024 results on Nov 12, 2024
공지 • Dec 13CANCOM SE Approves Supervisory Board ChangesAt its meeting held on 12 December 2023, the Supervisory Board of CANCOM SE reorganised the responsibilities on the Board. Klaus Weinmann, who was appointed to the Supervisory Board by court order on 25 October 2023, was elected Chairman of the Supervisory Board at today's meeting. The previous Chairman, Mr. Stefan Kober, remains on the Supervisory Board as Deputy Chairman. In this role, he replaces Dr. Lothar Koniarski, who will step down at his own request on 31 December 2023. The Supervisory Board also intends to have Dr. Ilias Läber, Chief Executive Officer at Spectrum Value Management, appointed by the court as the sixth member of the Supervisory Board in the near future until the 2024 Annual General Meeting. Former Executive Board member Klaus Weinmann becomes Chairman of the Supervisory Board. As one of the founders of CANCOM in 1992, Klaus Weinmann played a key role in shaping the company's development. During his time as CEO until 30 September 2018, the CANCOM Group grew dynamically. The Executive Board and Supervisory Board would like to thank Dr. Koniarski in particular for his trustworthy and constructive work on the Supervisory Board of CANCOM SE over the past ten years. In addition, the Supervisory Board and the Executive Board wish the new Chairman of the Supervisory Board, Klaus Weinmann, a good start and thank Stefan Kober for his work as Chairman of the Supervisory Board.
공지 • Nov 29Cancom SE (XTRA:COK) agreed to acquire IT Consulting and Services business of DextraData GmbH.Cancom SE (XTRA:COK) agreed to acquire IT Consulting and Services business of DextraData GmbH on November 27, 2023.The transaction is subject to the customary conditions precedent and antitrust approval. The transaction is expected to be completed at the beginning of January 2024.
Reported Earnings • Nov 10Third quarter 2023 earnings released: EPS: €0.27 (vs €0.27 in 3Q 2022)Third quarter 2023 results: EPS: €0.27 (up from €0.27 in 3Q 2022). Revenue: €421.1m (up 27% from 3Q 2022). Net income: €10.5m (up 12% from 3Q 2022). Profit margin: 2.5% (down from 2.8% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
New Risk • Oct 25New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Austrian stocks, typically moving 5.5% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (5.5% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 136% Paying a dividend despite having no free cash flows. Minor Risks Profit margins are more than 30% lower than last year (1.9% net profit margin). Shareholders have been diluted in the past year (6.4% increase in shares outstanding).
Reported Earnings • Aug 13Second quarter 2023 earnings released: EPS: €0.095 (vs €0.26 in 2Q 2022)Second quarter 2023 results: EPS: €0.095 (down from €0.26 in 2Q 2022). Revenue: €331.9m (up 10% from 2Q 2022). Net income: €3.45m (down 63% from 2Q 2022). Profit margin: 1.0% (down from 3.1% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
New Risk • Jun 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Austrian stocks, typically moving 4.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 111% Paying a dividend despite having no free cash flows. High level of non-cash earnings (24% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (4.4% average weekly change). Profit margins are more than 30% lower than last year (2.4% net profit margin).
공지 • Jun 17Cancom SE Confirms Swantje Schulze as Member of Supervisory BoardCancom SE at its Annual General Meeting held on 14 June 2023, confirmed Dr. Swantje Schulze as a member of the Supervisory Board.
공지 • Jun 16Cancom SE Approves DividendCancom SE at its AGM held on June 14, 2023, approved dividend proposal of €1.00 per dividend-bearing share.
Upcoming Dividend • Jun 08Upcoming dividend of €1.00 per share at 3.7% yieldEligible shareholders must have bought the stock before 15 June 2023. Payment date: 19 June 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.7%. Lower than top quartile of Austrian dividend payers (5.4%). Higher than average of industry peers (2.3%).
공지 • May 26Cancom SE Updates Financial Forecast for the Financial Year 2023Cancom SE updated financial forecast for the financial year 2023. For the period, the company expected Revenue of €1,630 - 1,700 million (previously €1,320 - 1,390 million).
공지 • May 10Cancom SE to Report Q1, 2023 Results on May 11, 2023Cancom SE announced that they will report Q1, 2023 results on May 11, 2023
공지 • Jan 04Cancom SE (XTRA:COK) signed an agreement to acquire Nwc Services Gmbh.Cancom SE (XTRA:COK) signed an agreement to acquire Nwc Services Gmbh on January 3, 2022. NWC Services generated around €5 million of revenue in the 2021 financial year.
공지 • Dec 03Cancom SE to Report Fiscal Year 2022 Results on Mar 30, 2023Cancom SE announced that they will report fiscal year 2022 results on Mar 30, 2023
공지 • Dec 02+ 3 more updatesCancom SE to Report Q2, 2023 Results on Aug 10, 2023Cancom SE announced that they will report Q2, 2023 results on Aug 10, 2023
Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: €0.27 (vs €0.29 in 3Q 2021)Third quarter 2022 results: EPS: €0.27 (down from €0.29 in 3Q 2021). Revenue: €335.8m (up 11% from 3Q 2021). Net income: €9.40m (down 15% from 3Q 2021). Profit margin: 2.8% (down from 3.6% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 12Third quarter 2022 earnings released: EPS: €0.27 (vs €0.29 in 3Q 2021)Third quarter 2022 results: EPS: €0.27 (down from €0.29 in 3Q 2021). Revenue: €335.8m (up 11% from 3Q 2021). Net income: €9.40m (down 15% from 3Q 2021). Profit margin: 2.8% (down from 3.6% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 16Second quarter 2022 earnings released: EPS: €0.26 (vs €0.29 in 2Q 2021)Second quarter 2022 results: EPS: €0.26 (down from €0.29 in 2Q 2021). Revenue: €300.6m (down 1.5% from 2Q 2021). Net income: €9.22m (down 18% from 2Q 2021). Profit margin: 3.1% (down from 3.7% in 2Q 2021). Over the next year, revenue is forecast to grow 12% compared to a 8.2% decline forecast for the IT industry in Austria. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
공지 • Jul 16Cancom SE (XTRA:COK) signed an agreement to acquire S&L Group Of Companies.Cancom SE (XTRA:COK) signed an agreement to acquire S&L Group Of Companies on July 13, 2022. The acquisition includes 100% shares in S&L Systemhaus GmbH, S&L BusinessSolutions GmbH and S&L ITcompliance GmbH, the operating subsidiaries of the S&L Group. S&L Group generated revenue of approximately €15 million in the financial year 2021. Employees of S&L Group will join the Cancom Group.
공지 • Jul 06Cancom Se Announces CEO ChangesCancom SE announced that the Chief Executive Officer of CANCOM SE, Mr. Rudolf Hotter, has agreed at his own request and in the best possible agreement with the Supervisory Board to terminate his mandate as Executive Board member and CEO of the company prematurely on 31 October 2022. His appointment would have ended on 31 December 2024. In order to ensure a smooth handover, Mr. Hotter will be available to the company in an advisory capacity outside the Executive Board for a transitional period of 12 months. As Mr. Hotter's successor, the Supervisory Board appointed Executive Board member Rüdiger Rath, previously Chief Operating Officer (COO), as Chief Executive Officer with effect from 1 November 2022.
공지 • Jun 30CANCOM SE Approves to Increase DividendCANCOM SE at its Annual General Meeting held on 28 June 2022 approved to increase the dividend to EUR 1.00 per no-par value share entitled to dividend.
Upcoming Dividend • Jun 22Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 01 July 2022. Payout ratio is on the higher end at 82% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Austrian dividend payers (5.1%). Higher than average of industry peers (2.1%).
Buying Opportunity • Jun 08Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 26%. The fair value is estimated to be €47.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 7.4%. For the next 3 years, revenue is forecast to grow by 7.3% per annum. Earnings is also forecast to grow by 15% per annum over the same time period.
Reported Earnings • May 13First quarter 2022 earnings released: EPS: €0.30 (vs €0.26 in 1Q 2021)First quarter 2022 results: EPS: €0.30 (up from €0.26 in 1Q 2021). Revenue: €307.2m (down 18% from 1Q 2021). Net income: €11.3m (up 12% from 1Q 2021). Profit margin: 3.7% (up from 2.7% in 1Q 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 10% while the industry in Austria is not expected to grow. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
공지 • May 13Cancom SE Revises Earnings Guidance for the Year 2022Cancom SE revised earnings guidance for the year 2022. The Executive Board of CANCOM SE adjusted the forecast for the CANCOM Group on 3 May 2022. It now expects a significant increase in Group revenue and Group gross profit in the financial year 2022, as well as a significant increase in Group EBITDA and Group EBITA. For the Cloud Solutions segment, the Executive Board also expects significant growth in revenue and EBITDA.
Buying Opportunity • May 06Now 29% undervalued after recent price dropOver the last 90 days, the stock is down 33%. The fair value is estimated to be €50.93, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years. Earnings per share has grown by 9.6%. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings is also forecast to grow by 17% per annum over the same time period.
Reported Earnings • Apr 01Full year 2021 earnings released: EPS: €1.17 (vs €1.60 in FY 2020)Full year 2021 results: EPS: €1.17 (down from €1.60 in FY 2020). Revenue: €1.32b (down 20% from FY 2020). Net income: €44.8m (down 27% from FY 2020). Profit margin: 3.4% (down from 3.7% in FY 2020). The decrease in margin was driven by lower revenue. Over the next year, revenue is forecast to grow 9.5% compared to a 2.1% decline forecast for the industry in Austria. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 10% per year.
공지 • Feb 02+ 1 more updateCancom SE to Report Q1, 2022 Results on May 12, 2022Cancom SE announced that they will report Q1, 2022 results on May 12, 2022
Reported Earnings • Nov 12Third quarter 2021 earnings released: EPS €0.29 (vs €0.65 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €305.3m (down 23% from 3Q 2020). Net income: €11.0m (down 56% from 3Q 2020). Profit margin: 3.6% (down from 6.3% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS €0.31 (vs €0.20 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €344.0m (up 18% from 2Q 2020). Net income: €12.0m (up 56% from 2Q 2020). Profit margin: 3.5% (up from 2.6% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 9% per year.
Upcoming Dividend • Jun 24Upcoming dividend of €0.75 per shareEligible shareholders must have bought the stock before 30 June 2021. Payment date: 02 July 2021. Trailing yield: 1.5%. Lower than top quartile of Austrian dividend payers (3.2%). Lower than average of industry peers (1.7%).
Reported Earnings • May 17First quarter 2021 earnings released: EPS €0.26 (vs €0.23 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €374.2m (up 7.9% from 1Q 2020). Net income: €10.1m (up 16% from 1Q 2020). Profit margin: 2.7% (up from 2.5% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has remained flat.
공지 • May 14Cancom SE Reaffirms Earnings Guidance for the Year 2021Cancom SE provided that the forecast for the CANCOM Group's financial year 2021 therefore remains unchanged: Significant growth in Group revenue, Group gross profit and Group EBITDA. Very significant growth in Group EBITA.
공지 • Mar 04CANCOM Group Secures Attractive Framework Agreement with EU institution eu-LISACANCOM Group announced that as part of the international ecos consortium, the CANCOM Group has won an attractive framework contract with the EU institution eu-LISA. The framework agreement has a maximum term of six years. CANCOM was selected for its expertise in infrastructure services and will provide server, storage & networking components and hardware equipment. In addition, CANCOM technical architects will work closely with the ecos team to design, test and deploy all stack infrastructure solutions, including software through to virtualization. CANCOM's international focus will enable the provision of services required for the project at various locations of eu-LISA and the cooperating institution in France, Poland and Austria. The maximum total value is around 440 million euros for the consortium as a whole, with CANCOM's share amounting to 110 to 120 million euros. Currently, the necessary resources are being put in place so that activities can probably start before the end of the first quarter of 2021.
Is New 90 Day High Low • Feb 05New 90-day high: €52.30The company is up 37% from its price of €38.22 on 06 November 2020. The Austrian market is up 35% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €54.50 per share.
공지 • Feb 04+ 1 more updateCancom SE to Report Fiscal Year 2020 Results on Mar 30, 2021Cancom SE announced that they will report fiscal year 2020 results on Mar 30, 2021
Is New 90 Day High Low • Jan 20New 90-day high: €47.38The company is up 18% from its price of €40.02 on 22 October 2020. The Austrian market is up 35% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the IT industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €53.68 per share.
공지 • Jan 06Cancom SE (XTRA:COK) completed the acquisition of Anders & Rodewyk Das Systemhaus Fur Computertechnologien Gmbh.Cancom SE (XTRA:COK) agreed to acquire Anders & Rodewyk Das Systemhaus Fur Computertechnologien Gmbh on December 14, 2020. Anders & Rodewyk generates annual sales of €27 million with an EBITDA of €2.4 million. The Founders and shareholders of Anders & Rodewyk - Bernward Anders and Jens Rodewyk - become part of CANCOM. Founders remain operationally responsible for the Hanover location. The transaction is still subject to the approval of the antitrust authorities. Cancom SE (XTRA:COK) completed the acquisition of Anders & Rodewyk Das Systemhaus Fur Computertechnologien Gmbh on January 4, 2020. Ebner Stolz Gmbh & Co. Kg provided financial and tax due diligence to Cancom.
Is New 90 Day High Low • Jan 05New 90-day high: €47.20The company is up 9.0% from its price of €43.18 on 07 October 2020. The Austrian market is up 27% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €51.71 per share.
공지 • Dec 13Cancom SE, Annual General Meeting, Jun 29, 2021Cancom SE, Annual General Meeting, Jun 29, 2021.
공지 • Dec 12+ 1 more updateCancom SE to Report Fiscal Year 2020 Results on Feb 04, 2021Cancom SE announced that they will report fiscal year 2020 results on Feb 04, 2021
Analyst Estimate Surprise Post Earnings • Nov 13Revenue misses expectationsRevenue missed analyst estimates by 2.2%. Over the next year, revenue is forecast to grow 7.3% compared to a 2.4% decline forecast for the IT industry in Austria.
Reported Earnings • Nov 13Third quarter 2020 earnings released: EPS €0.65The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: €396.9m (up 3.0% from 3Q 2019). Net income: €25.1m (up 45% from 3Q 2019). Profit margin: 6.3% (up from 4.5% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Oct 30Market pulls back on stock over the past weekAfter last week's 15% share price decline to €33.74, the stock is trading at a trailing P/E ratio of 42.6x, down from the previous P/E ratio of 50.2x. This compares to an average P/E of 21x in the IT industry in Europe. Total returns to shareholders over the past three years are 10%.
Is New 90 Day High Low • Oct 19New 90-day low: €42.86The company is down 15% from its price of €50.65 on 21 July 2020. The Austrian market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €42.39 per share.
Is New 90 Day High Low • Oct 02New 90-day low: €43.48The company is down 10.0% from its price of €48.14 on 26 June 2020. The Austrian market is down 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €43.86 per share.
공지 • Jun 19Cancom SE to Report First Half, 2020 Results on Aug 13, 2020Cancom SE announced that they will report first half, 2020 results on Aug 13, 2020