View Future GrowthCancom 과거 순이익 실적과거 기준 점검 4/6Cancom의 수입은 연평균 -12.1%의 비율로 감소해 온 반면, IT 산업은 수입이 연평균 6.1% 증가했습니다. 매출은 연평균 8.7%의 비율로 증가해 왔습니다. Cancom의 자기자본이익률은 6.3%이고 순이익률은 1.9%입니다.핵심 정보-12.13%순이익 성장률-8.04%주당순이익(EPS) 성장률IT 산업 성장률13.97%매출 성장률8.69%자기자본이익률6.29%순이익률1.95%다음 순이익 업데이트11 Aug 2026최근 과거 실적 업데이트Reported Earnings • May 18First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: EPS: €0.26 (up from €0.10 in 1Q 2025). Revenue: €410.9m (flat on 1Q 2025). Net income: €7.77m (up 144% from 1Q 2025). Profit margin: 1.9% (up from 0.8% in 1Q 2025). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 18%. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 4% per year.분석 기사 • Apr 03Cancom's (ETR:COK) Soft Earnings Don't Show The Whole PictureCancom SE's ( ETR:COK ) recent soft profit numbers didn't appear to worry shareholders, as the stock price showed...Reported Earnings • Mar 27Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: €0.92 (down from €0.99 in FY 2024). Revenue: €1.74b (flat on FY 2024). Net income: €28.7m (down 14% from FY 2024). Profit margin: 1.6% (down from 1.9% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 26%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 10% per year.Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: €0.24 (vs €0.28 in 3Q 2024)Third quarter 2025 results: EPS: €0.24 (down from €0.28 in 3Q 2024). Revenue: €423.9m (flat on 3Q 2024). Net income: €7.59m (down 18% from 3Q 2024). Profit margin: 1.8% (down from 2.2% in 3Q 2024). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 5% per year.공시 • 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, 2026분석 기사 • Aug 20There May Be Reason For Hope In Cancom's (ETR:COK) Disappointing EarningsXTRA:COK 1 Year Share Price vs Fair Value Explore Cancom's Fair Values from the Community and select yours Soft...모든 업데이트 보기Recent updates공시 • Jun 19Cancom SE Confirms Consolidated Earnings Guidance for the Financial Year 2026Cancom SE confirmed consolidated earnings guidance for the financial year 2026. For the period, the Executive Board confirmed its forecast and expects consolidated revenue of between €1,750 and €1,850 million.Upcoming Dividend • Jun 11Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 18 June 2026. Payment date: 22 June 2026. Payout ratio is on the higher end at 93%, however this is supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.3%).Reported Earnings • May 18First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: EPS: €0.26 (up from €0.10 in 1Q 2025). Revenue: €410.9m (flat on 1Q 2025). Net income: €7.77m (up 144% from 1Q 2025). Profit margin: 1.9% (up from 0.8% in 1Q 2025). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 18%. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 4% per year.공시 • May 06Cancom SE, Annual General Meeting, Jun 17, 2026Cancom SE, Annual General Meeting, Jun 17, 2026, at 11:00 W. Europe Standard Time.Buy Or Sell Opportunity • Apr 28Now 20% overvaluedOver the last 90 days, the stock has fallen 14% to €24.80. The fair value is estimated to be €20.61, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10.0% over the last 3 years. Earnings per share has declined by 5.1%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.분석 기사 • Apr 03Cancom's (ETR:COK) Soft Earnings Don't Show The Whole PictureCancom SE's ( ETR:COK ) recent soft profit numbers didn't appear to worry shareholders, as the stock price showed...Declared Dividend • Apr 01Dividend 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 4.1%, which is higher than the industry average of 2.1%. 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 49% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.공시 • 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.분석 기사 • Mar 29Results: Cancom SE Beat Earnings Expectations And Analysts Now Have New ForecastsInvestors in Cancom SE ( ETR:COK ) had a good week, as its shares rose 10.0% to close at €23.10 following the release...Reported Earnings • Mar 27Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: €0.92 (down from €0.99 in FY 2024). Revenue: €1.74b (flat on FY 2024). Net income: €28.7m (down 14% from FY 2024). Profit margin: 1.6% (down from 1.9% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 26%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 10% per year.Buy Or Sell Opportunity • Mar 06Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to €23.90. The fair value is estimated to be €29.99, however this is not to be taken as a buy 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 4.3% per annum. Earnings are also forecast to grow by 31% per annum over the same time period.Valuation Update With 7 Day Price Move • Feb 09Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €24.05, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 17x in the IT industry in Germany. Total loss to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €23.02 per share.분석 기사 • Jan 29Is Cancom SE (ETR:COK) Potentially Undervalued?Cancom SE ( ETR:COK ), might not be a large cap stock, but it saw a significant share price rise of 24% in the past...Buy Or Sell Opportunity • Jan 22Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to €28.75. The fair value is estimated to be €22.83, 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 34% per annum over the same time period.분석 기사 • Nov 28Here's Why Cancom (ETR:COK) Can Manage Its Debt ResponsiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: €0.24 (vs €0.28 in 3Q 2024)Third quarter 2025 results: EPS: €0.24 (down from €0.28 in 3Q 2024). Revenue: €423.9m (flat on 3Q 2024). Net income: €7.59m (down 18% from 3Q 2024). Profit margin: 1.8% (down from 2.2% in 3Q 2024). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 5% per year.Buy Or Sell Opportunity • Nov 14Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to €26.10. The fair value is estimated to be €20.88, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has declined by 8.9%. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings are also forecast to grow by 30% per annum over the same time period.공시 • 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, 2026Buy Or Sell Opportunity • Sep 11Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 20% to €23.40. The fair value is estimated to be €29.56, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has declined by 8.9%. Revenue is forecast to grow by 8.6% in 2 years. Earnings are forecast to grow by 137% in the next 2 years.분석 기사 • Sep 11Should You Think About Buying Cancom SE (ETR:COK) Now?Cancom SE ( ETR:COK ), might not be a large cap stock, but it saw a double-digit share price rise of over 10% in the...분석 기사 • Aug 20There May Be Reason For Hope In Cancom's (ETR:COK) Disappointing EarningsXTRA:COK 1 Year Share Price vs Fair Value Explore Cancom's Fair Values from the Community and select yours Soft...분석 기사 • Aug 16Cancom SE (ETR:COK) Second-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This YearXTRA:COK 1 Year Share Price vs Fair Value Explore Cancom's Fair Values from the Community and select yours Last week...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 6.3% growth forecast for the IT industry in Germany. 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.Major Estimate Revision • Aug 14Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from €0.888 to €0.795. Revenue forecast unchanged from €1.71b at last update. Net income forecast to grow 14% next year vs 27% growth forecast for IT industry in Germany. Consensus price target broadly unchanged at €27.69. Share price was steady at €22.75 over the past week.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €22.50, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 17x in the IT industry in Germany. Total loss to shareholders of 23% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €31.27 per share.Major Estimate Revision • Aug 03Consensus EPS estimates fall by 20%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from €1.77b to €1.74b. EPS estimate also fell from €1.19 per share to €0.947 per share. Net income forecast to grow 36% next year vs 38% growth forecast for IT industry in Germany. Consensus price target down from €29.15 to €28.50. Share price fell 13% to €22.75 over the past week.Buy Or Sell Opportunity • Aug 01Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 18% to €22.75. The fair value is estimated to be €30.32, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has declined by 7.1%. Revenue is forecast to grow by 8.2% in 2 years. Earnings are forecast to grow by 83% in the next 2 years.Upcoming Dividend • Jun 18Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 25 June 2025. Payment date: 27 June 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (4.4%). Higher than average of industry peers (2.4%).분석 기사 • Jun 18We Discuss Why Cancom SE's (ETR:COK) CEO Compensation May Be Closely ReviewedKey Insights Cancom's Annual General Meeting to take place on 24th of June Salary of €520.0k is part of CEO Rudiger...Buy Or Sell Opportunity • Jun 06Now 20% undervaluedOver the last 90 days, the stock has risen 10.0% to €30.05. The fair value is estimated to be €37.65, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has declined by 7.1%. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings are also forecast to grow by 22% per annum over the same time period.분석 기사 • May 16Cancom SE (ETR:COK) First-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This YearThe quarterly results for Cancom SE ( ETR:COK ) were released last week, making it a good time to revisit its...Reported Earnings • May 14First quarter 2025 earnings released: EPS: €0 (vs €0.29 in 1Q 2024)First quarter 2025 results: EPS: €0 (down from €0.29 in 1Q 2024). Revenue: €413.0m (down 6.3% from 1Q 2024). Net income: €3.18m (down 69% from 1Q 2024). Profit margin: 0.8% (down from 2.3% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Buy Or Sell Opportunity • May 14Now 21% undervaluedOver the last 90 days, the stock has risen 13% to €28.40. The fair value is estimated to be €36.09, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has declined by 6.8%. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.분석 기사 • May 13Investor Optimism Abounds Cancom SE (ETR:COK) But Growth Is LackingWhen close to half the companies in Germany have price-to-earnings ratios (or "P/E's") below 19x, you may consider...공시 • May 12Cancom SE, Annual General Meeting, Jun 24, 2025Cancom SE, Annual General Meeting, Jun 24, 2025, at 11:00 W. Europe Standard Time.분석 기사 • Apr 05Analyst Estimates: Here's What Brokers Think Of Cancom SE (ETR:COK) After Its Yearly ReportCancom SE ( ETR:COK ) shareholders are probably feeling a little disappointed, since its shares fell 8.9% to €24.10 in...New Risk • Apr 04New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 101% Dividend yield: 4.1% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Reported Earnings • Apr 01Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: €0.99 (down from €1.03 in FY 2023). Revenue: €1.75b (up 15% from FY 2023). Net income: €33.5m (down 12% from FY 2023). Profit margin: 1.9% (down from 2.5% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.9%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 26% per year, which means it is performing significantly worse than earnings.공시 • 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.Buy Or Sell Opportunity • Mar 31Now 30% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.4% to €22.44. The fair value is estimated to be €31.95, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 8.8%. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings are also forecast to grow by 3.1% per annum over the same time period.Buy Or Sell Opportunity • Feb 28Now 20% undervaluedOver the last 90 days, the stock has risen 6.7% to €25.14. The fair value is estimated to be €31.51, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 8.8%. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings are also forecast to grow by 2.9% per annum over the same time period.공시 • 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, 2025분석 기사 • Nov 21We Think Cancom's (ETR:COK) Profit Is Only A Baseline For What They Can AchieveCancom SE's ( ETR:COK ) earnings announcement last week was disappointing for investors, despite the decent profit...분석 기사 • Nov 18Earnings Beat: Cancom SE Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsCancom SE ( ETR:COK ) defied analyst predictions to release its third-quarter results, which were ahead of market...Reported Earnings • Nov 14Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird 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 exceeded analyst estimates by 3.3%. Earnings per share (EPS) also surpassed analyst estimates by 40%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the IT industry in Germany.Major Estimate Revision • Nov 14Consensus EPS estimates fall by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €1.76b to €1.71b. EPS estimate also fell from €1.28 per share to €1.15 per share. Net income forecast to shrink 9.2% next year vs 14% growth forecast for IT industry in Germany . Consensus price target down from €32.59 to €30.40. Share price was steady at €23.90 over the past week.분석 기사 • Nov 13Cancom SE's (ETR:COK) Popularity With Investors Is ClearThere wouldn't be many who think Cancom SE's ( ETR:COK ) price-to-earnings (or "P/E") ratio of 17.3x is worth a mention...분석 기사 • Sep 16Estimating The Fair Value Of Cancom SE (ETR:COK)Key Insights The projected fair value for Cancom is €26.09 based on 2 Stage Free Cash Flow to Equity With €27.78 share...Reported Earnings • Aug 15Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond 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 missed analyst estimates by 1.6%. Earnings per share (EPS) also missed analyst estimates by 13%. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the IT industry in Germany. 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 19% per year, which means it is performing significantly worse than earnings.Major Estimate Revision • Aug 14Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €1.85b to €1.78b. EPS estimate also fell from €1.31 per share to €1.12 per share. Net income forecast to grow 15% next year vs 19% growth forecast for IT industry in Germany. Consensus price target down from €35.36 to €33.84. Share price fell 3.1% to €29.12 over the past week.분석 기사 • Jul 29Investors Still Waiting For A Pull Back In Cancom SE (ETR:COK)When close to half the companies in Germany have price-to-earnings ratios (or "P/E's") below 17x, you may consider...분석 기사 • Jun 20At €30.58, Is It Time To Put Cancom SE (ETR:COK) On Your Watch List?While Cancom SE ( ETR:COK ) might not have the largest market cap around , it saw a double-digit share price rise of...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 German dividend payers (4.6%). Higher than average of industry peers (2.3%).분석 기사 • May 22Cancom's (ETR:COK) Solid Earnings Have Been Accounted For ConservativelyShareholders appeared to be happy with Cancom SE's ( ETR:COK ) solid earnings report last week. Looking deeper at the...Reported Earnings • May 16First quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFirst 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 exceeded analyst estimates by 7.7%. Earnings per share (EPS) missed analyst estimates by 31%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the IT industry in Germany. 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.공시 • May 08Cancom SE, Annual General Meeting, Jun 05, 2024Cancom SE, Annual General Meeting, Jun 05, 2024.분석 기사 • Apr 22Cancom SE (ETR:COK) Shares Could Be 25% Above Their Intrinsic Value EstimateKey Insights The projected fair value for Cancom is €22.97 based on 2 Stage Free Cash Flow to Equity Cancom's €28.64...Reported Earnings • Mar 30Full year 2023 earnings: EPS exceeds analyst expectationsFull 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 was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.2%. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the IT industry in Germany. 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.분석 기사 • Mar 29Shareholders Should Be Pleased With Cancom SE's (ETR:COK) PriceWith a price-to-earnings (or "P/E") ratio of 35.9x Cancom SE ( ETR:COK ) may be sending very bearish signals at the...분석 기사 • Jan 23What Is Cancom SE's (ETR:COK) Share Price Doing?While Cancom SE ( ETR:COK ) might not have the largest market cap around , it saw a significant share price rise of 36...분석 기사 • Jan 07These 4 Measures Indicate That Cancom (ETR:COK) Is Using Debt Reasonably WellHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...분석 기사 • Dec 20Cancom SE's (ETR:COK) Share Price Matching Investor OpinionWhen close to half the companies in Germany have price-to-earnings ratios (or "P/E's") below 16x, you may consider...공시 • 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, 2024공시 • 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.공시 • 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.분석 기사 • Nov 13Cancom SE (ETR:COK) Shares Could Be 34% Below Their Intrinsic Value EstimateKey Insights The projected fair value for Cancom is €41.07 based on 2 Stage Free Cash Flow to Equity Current share...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 9.2% growth forecast for the IT industry in Germany. 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.분석 기사 • Sep 19Should You Investigate Cancom SE (ETR:COK) At €24.80?Cancom SE ( ETR:COK ), might not be a large cap stock, but it saw significant share price movement during recent months...분석 기사 • Aug 22Cancom (ETR:COK) Has A Pretty Healthy Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...New Risk • Aug 13New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 8.5% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk 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 (8.5% increase in shares outstanding).공시 • 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.공시 • 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 German dividend payers (4.6%). Higher than average of industry peers (2.3%).분석 기사 • Jun 07Is It Too Late To Consider Buying Cancom SE (ETR:COK)?Cancom SE ( ETR:COK ), is not the largest company out there, but it received a lot of attention from a substantial...Major Estimate Revision • May 26Consensus revenue estimates increase by 21%, EPS downgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from €1.37b to €1.66b. EPS estimate fell from €1.40 to €1.20. Net income forecast to grow 69% next year vs 22% growth forecast for IT industry in Germany. Consensus price target of €38.00 unchanged from last update. Share price was steady at €29.06 over the past week.공시 • 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).분석 기사 • May 18A Look At The Intrinsic Value Of Cancom SE (ETR:COK)Key Insights Cancom's estimated fair value is €26.08 based on 2 Stage Free Cash Flow to Equity Cancom's €28.70 share...공시 • May 10Cancom SE to Report Q1, 2023 Results on May 11, 2023Cancom SE announced that they will report Q1, 2023 results on May 11, 2023분석 기사 • Mar 04Is Now An Opportune Moment To Examine Cancom SE (ETR:COK)?Cancom SE ( ETR:COK ), might not be a large cap stock, but it received a lot of attention from a substantial price...분석 기사 • Jan 05Is Cancom (ETR:COK) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...공시 • 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.공시 • 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, 2023분석 기사 • Nov 28Why Cancom SE (ETR:COK) Could Be Worth WatchingWhile Cancom SE ( ETR:COK ) might not be the most widely known stock at the moment, it received a lot of attention from...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 Germany. 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.매출 및 비용 세부 내역Cancom가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이XTRA:COK 매출, 비용 및 순이익 (EUR Millions)날짜매출순이익일반관리비연구개발비31 Mar 261,71133477031 Dec 251,71529477030 Sep 251,70817481030 Jun 251,70719478031 Mar 251,70926476031 Dec 241,73933474030 Sep 241,72040461030 Jun 241,71442456031 Mar 241,64938428031 Dec 231,52638386030 Sep 231,43327376030 Jun 231,34826305031 Mar 231,31932282031 Dec 221,29932274030 Sep 221,28545235030 Jun 221,25347261031 Mar 221,25749258031 Dec 211,29248257030 Sep 211,27750253030 Jun 211,26647250031 Mar 211,17037232031 Dec 201,18436241030 Sep 201,27214254030 Jun 201,34823258031 Mar 201,54635277031 Dec 191,55835266030 Sep 191,48653250030 Jun 191,47947249031 Mar 191,37242240031 Dec 181,32342230030 Sep 181,32143226030 Jun 181,23841217031 Mar 181,21541209031 Dec 171,16440205030 Sep 171,11736200030 Jun 171,06937196031 Mar 171,04835195031 Dec 161,02634191030 Sep 1699538187030 Jun 1699637184031 Mar 1697133183031 Dec 1593530182030 Sep 1591421185030 Jun 15893181870양질의 수익: COK는 고품질 수익을 보유하고 있습니다.이익 마진 증가: COK의 현재 순 이익률 (1.9%)은 지난해 (1.5%)보다 높습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: COK의 수익은 지난 5년 동안 연평균 12.1% 감소했습니다.성장 가속화: 지난 1년간 COK 의 수익 증가율(25.9%)은 연간 평균(-12.1%)을 초과합니다.수익 대 산업: COK의 지난 1년 수익 증가율(25.9%)은 IT 업계의 4%를 상회했습니다.자기자본이익률높은 ROE: COK의 자본 수익률(6.3%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YSoftware 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/19 14:56종가2026/06/19 00:00수익2026/03/31연간 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 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.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
Reported Earnings • May 18First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: EPS: €0.26 (up from €0.10 in 1Q 2025). Revenue: €410.9m (flat on 1Q 2025). Net income: €7.77m (up 144% from 1Q 2025). Profit margin: 1.9% (up from 0.8% in 1Q 2025). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 18%. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 4% per year.
분석 기사 • Apr 03Cancom's (ETR:COK) Soft Earnings Don't Show The Whole PictureCancom SE's ( ETR:COK ) recent soft profit numbers didn't appear to worry shareholders, as the stock price showed...
Reported Earnings • Mar 27Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: €0.92 (down from €0.99 in FY 2024). Revenue: €1.74b (flat on FY 2024). Net income: €28.7m (down 14% from FY 2024). Profit margin: 1.6% (down from 1.9% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 26%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 10% per year.
Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: €0.24 (vs €0.28 in 3Q 2024)Third quarter 2025 results: EPS: €0.24 (down from €0.28 in 3Q 2024). Revenue: €423.9m (flat on 3Q 2024). Net income: €7.59m (down 18% from 3Q 2024). Profit margin: 1.8% (down from 2.2% in 3Q 2024). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 5% per year.
공시 • 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
분석 기사 • Aug 20There May Be Reason For Hope In Cancom's (ETR:COK) Disappointing EarningsXTRA:COK 1 Year Share Price vs Fair Value Explore Cancom's Fair Values from the Community and select yours Soft...
공시 • Jun 19Cancom SE Confirms Consolidated Earnings Guidance for the Financial Year 2026Cancom SE confirmed consolidated earnings guidance for the financial year 2026. For the period, the Executive Board confirmed its forecast and expects consolidated revenue of between €1,750 and €1,850 million.
Upcoming Dividend • Jun 11Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 18 June 2026. Payment date: 22 June 2026. Payout ratio is on the higher end at 93%, however this is supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.3%).
Reported Earnings • May 18First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: EPS: €0.26 (up from €0.10 in 1Q 2025). Revenue: €410.9m (flat on 1Q 2025). Net income: €7.77m (up 144% from 1Q 2025). Profit margin: 1.9% (up from 0.8% in 1Q 2025). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 18%. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 4% per year.
공시 • May 06Cancom SE, Annual General Meeting, Jun 17, 2026Cancom SE, Annual General Meeting, Jun 17, 2026, at 11:00 W. Europe Standard Time.
Buy Or Sell Opportunity • Apr 28Now 20% overvaluedOver the last 90 days, the stock has fallen 14% to €24.80. The fair value is estimated to be €20.61, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10.0% over the last 3 years. Earnings per share has declined by 5.1%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.
분석 기사 • Apr 03Cancom's (ETR:COK) Soft Earnings Don't Show The Whole PictureCancom SE's ( ETR:COK ) recent soft profit numbers didn't appear to worry shareholders, as the stock price showed...
Declared Dividend • Apr 01Dividend 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 4.1%, which is higher than the industry average of 2.1%. 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 49% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
공시 • 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.
분석 기사 • Mar 29Results: Cancom SE Beat Earnings Expectations And Analysts Now Have New ForecastsInvestors in Cancom SE ( ETR:COK ) had a good week, as its shares rose 10.0% to close at €23.10 following the release...
Reported Earnings • Mar 27Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: €0.92 (down from €0.99 in FY 2024). Revenue: €1.74b (flat on FY 2024). Net income: €28.7m (down 14% from FY 2024). Profit margin: 1.6% (down from 1.9% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 26%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 10% per year.
Buy Or Sell Opportunity • Mar 06Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to €23.90. The fair value is estimated to be €29.99, however this is not to be taken as a buy 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 4.3% per annum. Earnings are also forecast to grow by 31% per annum over the same time period.
Valuation Update With 7 Day Price Move • Feb 09Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €24.05, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 17x in the IT industry in Germany. Total loss to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €23.02 per share.
분석 기사 • Jan 29Is Cancom SE (ETR:COK) Potentially Undervalued?Cancom SE ( ETR:COK ), might not be a large cap stock, but it saw a significant share price rise of 24% in the past...
Buy Or Sell Opportunity • Jan 22Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to €28.75. The fair value is estimated to be €22.83, 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 34% per annum over the same time period.
분석 기사 • Nov 28Here's Why Cancom (ETR:COK) Can Manage Its Debt ResponsiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: €0.24 (vs €0.28 in 3Q 2024)Third quarter 2025 results: EPS: €0.24 (down from €0.28 in 3Q 2024). Revenue: €423.9m (flat on 3Q 2024). Net income: €7.59m (down 18% from 3Q 2024). Profit margin: 1.8% (down from 2.2% in 3Q 2024). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 5% per year.
Buy Or Sell Opportunity • Nov 14Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to €26.10. The fair value is estimated to be €20.88, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has declined by 8.9%. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings are also forecast to grow by 30% per annum over the same time period.
공시 • 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
Buy Or Sell Opportunity • Sep 11Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 20% to €23.40. The fair value is estimated to be €29.56, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has declined by 8.9%. Revenue is forecast to grow by 8.6% in 2 years. Earnings are forecast to grow by 137% in the next 2 years.
분석 기사 • Sep 11Should You Think About Buying Cancom SE (ETR:COK) Now?Cancom SE ( ETR:COK ), might not be a large cap stock, but it saw a double-digit share price rise of over 10% in the...
분석 기사 • Aug 20There May Be Reason For Hope In Cancom's (ETR:COK) Disappointing EarningsXTRA:COK 1 Year Share Price vs Fair Value Explore Cancom's Fair Values from the Community and select yours Soft...
분석 기사 • Aug 16Cancom SE (ETR:COK) Second-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This YearXTRA:COK 1 Year Share Price vs Fair Value Explore Cancom's Fair Values from the Community and select yours Last week...
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 6.3% growth forecast for the IT industry in Germany. 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.
Major Estimate Revision • Aug 14Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from €0.888 to €0.795. Revenue forecast unchanged from €1.71b at last update. Net income forecast to grow 14% next year vs 27% growth forecast for IT industry in Germany. Consensus price target broadly unchanged at €27.69. Share price was steady at €22.75 over the past week.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €22.50, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 17x in the IT industry in Germany. Total loss to shareholders of 23% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €31.27 per share.
Major Estimate Revision • Aug 03Consensus EPS estimates fall by 20%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from €1.77b to €1.74b. EPS estimate also fell from €1.19 per share to €0.947 per share. Net income forecast to grow 36% next year vs 38% growth forecast for IT industry in Germany. Consensus price target down from €29.15 to €28.50. Share price fell 13% to €22.75 over the past week.
Buy Or Sell Opportunity • Aug 01Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 18% to €22.75. The fair value is estimated to be €30.32, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has declined by 7.1%. Revenue is forecast to grow by 8.2% in 2 years. Earnings are forecast to grow by 83% in the next 2 years.
Upcoming Dividend • Jun 18Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 25 June 2025. Payment date: 27 June 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (4.4%). Higher than average of industry peers (2.4%).
분석 기사 • Jun 18We Discuss Why Cancom SE's (ETR:COK) CEO Compensation May Be Closely ReviewedKey Insights Cancom's Annual General Meeting to take place on 24th of June Salary of €520.0k is part of CEO Rudiger...
Buy Or Sell Opportunity • Jun 06Now 20% undervaluedOver the last 90 days, the stock has risen 10.0% to €30.05. The fair value is estimated to be €37.65, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has declined by 7.1%. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings are also forecast to grow by 22% per annum over the same time period.
분석 기사 • May 16Cancom SE (ETR:COK) First-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This YearThe quarterly results for Cancom SE ( ETR:COK ) were released last week, making it a good time to revisit its...
Reported Earnings • May 14First quarter 2025 earnings released: EPS: €0 (vs €0.29 in 1Q 2024)First quarter 2025 results: EPS: €0 (down from €0.29 in 1Q 2024). Revenue: €413.0m (down 6.3% from 1Q 2024). Net income: €3.18m (down 69% from 1Q 2024). Profit margin: 0.8% (down from 2.3% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Buy Or Sell Opportunity • May 14Now 21% undervaluedOver the last 90 days, the stock has risen 13% to €28.40. The fair value is estimated to be €36.09, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has declined by 6.8%. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
분석 기사 • May 13Investor Optimism Abounds Cancom SE (ETR:COK) But Growth Is LackingWhen close to half the companies in Germany have price-to-earnings ratios (or "P/E's") below 19x, you may consider...
공시 • May 12Cancom SE, Annual General Meeting, Jun 24, 2025Cancom SE, Annual General Meeting, Jun 24, 2025, at 11:00 W. Europe Standard Time.
분석 기사 • Apr 05Analyst Estimates: Here's What Brokers Think Of Cancom SE (ETR:COK) After Its Yearly ReportCancom SE ( ETR:COK ) shareholders are probably feeling a little disappointed, since its shares fell 8.9% to €24.10 in...
New Risk • Apr 04New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 101% Dividend yield: 4.1% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Reported Earnings • Apr 01Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: €0.99 (down from €1.03 in FY 2023). Revenue: €1.75b (up 15% from FY 2023). Net income: €33.5m (down 12% from FY 2023). Profit margin: 1.9% (down from 2.5% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.9%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 26% per year, which means it is performing significantly worse than earnings.
공시 • 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.
Buy Or Sell Opportunity • Mar 31Now 30% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.4% to €22.44. The fair value is estimated to be €31.95, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 8.8%. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings are also forecast to grow by 3.1% per annum over the same time period.
Buy Or Sell Opportunity • Feb 28Now 20% undervaluedOver the last 90 days, the stock has risen 6.7% to €25.14. The fair value is estimated to be €31.51, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 8.8%. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings are also forecast to grow by 2.9% per annum over the same time period.
공시 • 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
분석 기사 • Nov 21We Think Cancom's (ETR:COK) Profit Is Only A Baseline For What They Can AchieveCancom SE's ( ETR:COK ) earnings announcement last week was disappointing for investors, despite the decent profit...
분석 기사 • Nov 18Earnings Beat: Cancom SE Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsCancom SE ( ETR:COK ) defied analyst predictions to release its third-quarter results, which were ahead of market...
Reported Earnings • Nov 14Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird 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 exceeded analyst estimates by 3.3%. Earnings per share (EPS) also surpassed analyst estimates by 40%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the IT industry in Germany.
Major Estimate Revision • Nov 14Consensus EPS estimates fall by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €1.76b to €1.71b. EPS estimate also fell from €1.28 per share to €1.15 per share. Net income forecast to shrink 9.2% next year vs 14% growth forecast for IT industry in Germany . Consensus price target down from €32.59 to €30.40. Share price was steady at €23.90 over the past week.
분석 기사 • Nov 13Cancom SE's (ETR:COK) Popularity With Investors Is ClearThere wouldn't be many who think Cancom SE's ( ETR:COK ) price-to-earnings (or "P/E") ratio of 17.3x is worth a mention...
분석 기사 • Sep 16Estimating The Fair Value Of Cancom SE (ETR:COK)Key Insights The projected fair value for Cancom is €26.09 based on 2 Stage Free Cash Flow to Equity With €27.78 share...
Reported Earnings • Aug 15Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond 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 missed analyst estimates by 1.6%. Earnings per share (EPS) also missed analyst estimates by 13%. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the IT industry in Germany. 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 19% per year, which means it is performing significantly worse than earnings.
Major Estimate Revision • Aug 14Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €1.85b to €1.78b. EPS estimate also fell from €1.31 per share to €1.12 per share. Net income forecast to grow 15% next year vs 19% growth forecast for IT industry in Germany. Consensus price target down from €35.36 to €33.84. Share price fell 3.1% to €29.12 over the past week.
분석 기사 • Jul 29Investors Still Waiting For A Pull Back In Cancom SE (ETR:COK)When close to half the companies in Germany have price-to-earnings ratios (or "P/E's") below 17x, you may consider...
분석 기사 • Jun 20At €30.58, Is It Time To Put Cancom SE (ETR:COK) On Your Watch List?While Cancom SE ( ETR:COK ) might not have the largest market cap around , it saw a double-digit share price rise of...
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 German dividend payers (4.6%). Higher than average of industry peers (2.3%).
분석 기사 • May 22Cancom's (ETR:COK) Solid Earnings Have Been Accounted For ConservativelyShareholders appeared to be happy with Cancom SE's ( ETR:COK ) solid earnings report last week. Looking deeper at the...
Reported Earnings • May 16First quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFirst 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 exceeded analyst estimates by 7.7%. Earnings per share (EPS) missed analyst estimates by 31%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the IT industry in Germany. 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.
공시 • May 08Cancom SE, Annual General Meeting, Jun 05, 2024Cancom SE, Annual General Meeting, Jun 05, 2024.
분석 기사 • Apr 22Cancom SE (ETR:COK) Shares Could Be 25% Above Their Intrinsic Value EstimateKey Insights The projected fair value for Cancom is €22.97 based on 2 Stage Free Cash Flow to Equity Cancom's €28.64...
Reported Earnings • Mar 30Full year 2023 earnings: EPS exceeds analyst expectationsFull 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 was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.2%. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the IT industry in Germany. 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.
분석 기사 • Mar 29Shareholders Should Be Pleased With Cancom SE's (ETR:COK) PriceWith a price-to-earnings (or "P/E") ratio of 35.9x Cancom SE ( ETR:COK ) may be sending very bearish signals at the...
분석 기사 • Jan 23What Is Cancom SE's (ETR:COK) Share Price Doing?While Cancom SE ( ETR:COK ) might not have the largest market cap around , it saw a significant share price rise of 36...
분석 기사 • Jan 07These 4 Measures Indicate That Cancom (ETR:COK) Is Using Debt Reasonably WellHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 • Dec 20Cancom SE's (ETR:COK) Share Price Matching Investor OpinionWhen close to half the companies in Germany have price-to-earnings ratios (or "P/E's") below 16x, you may consider...
공시 • 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
공시 • 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.
공시 • 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.
분석 기사 • Nov 13Cancom SE (ETR:COK) Shares Could Be 34% Below Their Intrinsic Value EstimateKey Insights The projected fair value for Cancom is €41.07 based on 2 Stage Free Cash Flow to Equity Current share...
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 9.2% growth forecast for the IT industry in Germany. 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.
분석 기사 • Sep 19Should You Investigate Cancom SE (ETR:COK) At €24.80?Cancom SE ( ETR:COK ), might not be a large cap stock, but it saw significant share price movement during recent months...
분석 기사 • Aug 22Cancom (ETR:COK) Has A Pretty Healthy Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
New Risk • Aug 13New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 8.5% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk 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 (8.5% increase in shares outstanding).
공시 • 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.
공시 • 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 German dividend payers (4.6%). Higher than average of industry peers (2.3%).
분석 기사 • Jun 07Is It Too Late To Consider Buying Cancom SE (ETR:COK)?Cancom SE ( ETR:COK ), is not the largest company out there, but it received a lot of attention from a substantial...
Major Estimate Revision • May 26Consensus revenue estimates increase by 21%, EPS downgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from €1.37b to €1.66b. EPS estimate fell from €1.40 to €1.20. Net income forecast to grow 69% next year vs 22% growth forecast for IT industry in Germany. Consensus price target of €38.00 unchanged from last update. Share price was steady at €29.06 over the past week.
공시 • 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).
분석 기사 • May 18A Look At The Intrinsic Value Of Cancom SE (ETR:COK)Key Insights Cancom's estimated fair value is €26.08 based on 2 Stage Free Cash Flow to Equity Cancom's €28.70 share...
공시 • 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
분석 기사 • Mar 04Is Now An Opportune Moment To Examine Cancom SE (ETR:COK)?Cancom SE ( ETR:COK ), might not be a large cap stock, but it received a lot of attention from a substantial price...
분석 기사 • Jan 05Is Cancom (ETR:COK) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
공시 • 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.
공시 • 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
분석 기사 • Nov 28Why Cancom SE (ETR:COK) Could Be Worth WatchingWhile Cancom SE ( ETR:COK ) might not be the most widely known stock at the moment, it received a lot of attention from...
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 Germany. 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.