View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsUSU Software 향후 성장Future 기준 점검 4/6USU Software (는) 각각 연간 39.7% 및 8.2% 수익과 수익이 증가할 것으로 예상됩니다.핵심 정보39.7%이익 성장률n/aEPS 성장률Software 이익 성장15.9%매출 성장률8.2%향후 자기자본이익률n/a애널리스트 커버리지Low마지막 업데이트11 Jul 2024최근 향후 성장 업데이트공시 • Nov 23USU Software AG Confirms Revenue Guidance for the Year 2023USU Software AG announced that the management confirmed its Fiscal Year outlook of EUR 132 million - EUR 139 million sales (eNuW: EUR 133 million).Major Estimate Revision • Sep 10Consensus EPS estimates fall by 27%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from €137.5m to €134.1m. EPS estimate also fell from €0.84 per share to €0.61 per share. Net income forecast to grow 31% next year vs 13% growth forecast for Software industry in Germany. Consensus price target down from €31.15 to €29.60. Share price fell 5.5% to €17.30 over the past week.공시 • Aug 24USU Software AG Provides Sales Guidance for the Year 2023USU Software AG provided sales guidance for the year 2023. The company now expects sales growth to EUR 132 million to 139 million in 2023 as a whole (previously: EUR 134 -139 million).공시 • May 20USU Software AG Confirms Forecast for the Full Year 2022USU Software AG confirmed forecast for the full year 2022. Following the positive first quarter and in light of the new all-time high in terms of orders on hand, the Management Board is confirming the full-year forecast for 2022 that it published on March 24, 2022. This forecast provides for sales growth to EUR 120-125 million with recurring revenue accounting for 45% of new product business.공시 • May 15USU Software AG Provides Earnings Guidance for the Year 2021USU Software AG provided earnings guidance for the year 2021. For the period, the group expects to record slight growth in sales.Price Target Changed • Apr 08Price target increased to €31.83Up from €26.25, the current price target is an average from 2 analysts. New target price is 12% above last closing price of €28.40. Stock is up 83% over the past year.모든 업데이트 보기Recent updates공시 • Jul 05+ 1 more updateUSU Software AG to Report First Half, 2024 Results on Aug 29, 2024USU Software AG announced that they will report first half, 2024 results on Aug 29, 2024공시 • Jul 01USU Software AG, Annual General Meeting, Aug 08, 2024USU Software AG, Annual General Meeting, Aug 08, 2024, at 09:30 W. Europe Standard Time.공시 • May 18USU Software AG to Report Q1, 2024 Results on May 23, 2024USU Software AG announced that they will report Q1, 2024 results on May 23, 2024공시 • Mar 22USU Software AG to Report Fiscal Year 2023 Results on Mar 28, 2024USU Software AG announced that they will report fiscal year 2023 results on Mar 28, 2024Reported Earnings • Nov 24Third quarter 2023 earnings released: EPS: €0.086 (vs €0.21 in 3Q 2022)Third quarter 2023 results: EPS: €0.086 (down from €0.21 in 3Q 2022). Revenue: €32.9m (up 1.0% from 3Q 2022). Net income: €858.0k (down 62% from 3Q 2022). Profit margin: 2.6% (down from 6.9% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Software industry in Germany. 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 11% per year, which means it is significantly lagging earnings.공시 • Nov 23USU Software AG Confirms Revenue Guidance for the Year 2023USU Software AG announced that the management confirmed its Fiscal Year outlook of EUR 132 million - EUR 139 million sales (eNuW: EUR 133 million).Major Estimate Revision • Sep 10Consensus EPS estimates fall by 27%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from €137.5m to €134.1m. EPS estimate also fell from €0.84 per share to €0.61 per share. Net income forecast to grow 31% next year vs 13% growth forecast for Software industry in Germany. Consensus price target down from €31.15 to €29.60. Share price fell 5.5% to €17.30 over the past week.Reported Earnings • Sep 01Second quarter 2023 earnings released: EPS: €0.071 (vs €0.18 in 2Q 2022)Second quarter 2023 results: EPS: €0.071 (down from €0.18 in 2Q 2022). Revenue: €31.6m (up 2.8% from 2Q 2022). Net income: €713.0k (down 62% from 2Q 2022). Profit margin: 2.3% (down from 6.1% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 3% per year.분석 기사 • Aug 25USU Software (ETR:OSP2) Might Have The Makings Of A Multi-BaggerIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...공시 • Aug 24USU Software AG Provides Sales Guidance for the Year 2023USU Software AG provided sales guidance for the year 2023. The company now expects sales growth to EUR 132 million to 139 million in 2023 as a whole (previously: EUR 134 -139 million).Valuation Update With 7 Day Price Move • Aug 24Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €18.00, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 27x in the Software industry in Germany. Total loss to shareholders of 5.8% over the past three years.분석 기사 • Jun 23Is USU Software AG (ETR:OSP2) Potentially Undervalued?USU Software AG ( ETR:OSP2 ), might not be a large cap stock, but it saw a double-digit share price rise of over 10% in...Upcoming Dividend • Jun 14Upcoming dividend of €0.55 per share at 2.1% yieldEligible shareholders must have bought the stock before 21 June 2023. Payment date: 23 June 2023. Payout ratio is a comfortable 71% and the cash payout ratio is 88%. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.6%).Reported Earnings • May 26First quarter 2023 earnings released: EPS: €0.17 (vs €0.16 in 1Q 2022)First quarter 2023 results: EPS: €0.17 (up from €0.16 in 1Q 2022). Revenue: €33.3m (up 13% from 1Q 2022). Net income: €1.73m (up 4.9% from 1Q 2022). Profit margin: 5.2% (down from 5.6% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.Reported Earnings • Mar 31Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: €0.76 (up from €0.64 in FY 2021). Revenue: €126.5m (up 13% from FY 2021). Net income: €7.58m (up 12% from FY 2021). Profit margin: 6.0% (in line with FY 2021). Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) missed analyst estimates by 7.1%. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.Buying Opportunity • Feb 10Now 20% undervaluedOver the last 90 days, the stock is up 21%. The fair value is estimated to be €26.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has grown by 6.9%. Revenue is forecast to grow by 19% in 2 years. Earnings is forecast to grow by 94% in the next 2 years.공시 • Jan 29+ 4 more updatesUSU Software AG to Report First Half, 2023 Results on Aug 31, 2023USU Software AG announced that they will report first half, 2023 results on Aug 31, 2023Buying Opportunity • Jan 25Now 21% undervaluedOver the last 90 days, the stock is up 21%. The fair value is estimated to be €26.04, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has grown by 6.9%. Revenue is forecast to grow by 19% in 2 years. Earnings is forecast to grow by 94% in the next 2 years.Buying Opportunity • Jan 10Now 20% undervaluedOver the last 90 days, the stock is up 18%. The fair value is estimated to be €26.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has grown by 6.9%. Revenue is forecast to grow by 19% in 2 years. Earnings is forecast to grow by 94% in the next 2 years.분석 기사 • Jan 03USU Software AG (ETR:OSP2) Shares Could Be 24% Below Their Intrinsic Value EstimateKey Insights USU Software's estimated fair value is €28.3 based on 2 Stage Free Cash Flow to Equity Current share price...Reported Earnings • Nov 26Third quarter 2022 earnings released: EPS: €0.21 (vs €0.22 in 3Q 2021)Third quarter 2022 results: EPS: €0.21 (down from €0.22 in 3Q 2021). Revenue: €32.6m (up 17% from 3Q 2021). Net income: €2.24m (down 4.5% from 3Q 2021). Profit margin: 6.9% (down from 8.4% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 8% per year.분석 기사 • Oct 05Do USU Software's (ETR:OSP2) Earnings Warrant Your Attention?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Reported Earnings • Sep 01Second quarter 2022 earnings released: EPS: €0.18 (vs €0.17 in 2Q 2021)Second quarter 2022 results: EPS: €0.18 (up from €0.17 in 2Q 2021). Revenue: €30.7m (up 15% from 2Q 2021). Net income: €1.88m (up 6.9% from 2Q 2021). Profit margin: 6.1% (down from 6.6% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 10%, compared to a 7.8% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.공시 • Sep 01USU Software AG (XTRA:OSP2) announces an Equity Buyback for 523,770 shares, representing 5% of its issued share capital.USU Software AG (XTRA:OSP2) announces a share repurchase program. Under the program, the company will repurchase up to 523,770 shares, representing 5%. The maximum price paid by the shareholders would not exceed €18.75 per share. The offer is valid till October 5, 2022.공시 • Aug 25USU Software AG to Report First Half, 2022 Results on Aug 31, 2022USU Software AG announced that they will report first half, 2022 results on Aug 31, 2022Upcoming Dividend • Jun 27Upcoming dividend of €0.50 per shareEligible shareholders must have bought the stock before 04 July 2022. Payment date: 06 July 2022. Payout ratio is on the higher end at 83%, however this is supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (4.5%). Higher than average of industry peers (2.0%).분석 기사 • Jun 17USU Software (ETR:OSP2) Hasn't Managed To Accelerate Its ReturnsIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...공시 • Jun 10USU Software AG Developes an Integrated, Scalable Platform for Efficient Controlling and Management in Complex Hybrid IT InfrastructuresUSU Software AG developed an integrated, scalable platform for efficient controlling and management in complex hybrid IT infrastructures. USU Hybrid Cloud Management (HCM) provides a end-to-end view for the optimal planning, coordination, monitoring, charging and controlling of various cloud resources and IT services across the board. The HCM solution ideally supplements USU's customer service and IT management portfolio and is available to customers now. Interested parties can get a good overview of the tool's capabilities through an on-demand webinar series or by attending a roadshow appointment. Skyrocketing cloud costs are the biggest challenge to companies when operating cloud computing environments. The cause is often the uncontrolled proliferation of cloud resources. The result is a lack of transparency and control, which frequently leads to violations of governance rules and significantly increases the risk of non-compliance. USU Hybrid Cloud Management supports companies in operating complex IT infrastructures with the help of the following functions: Cloud CMDB is a central information hub providing an overview of all cloud resources and their allocation to business services and cost centers. Cloud Cost Management integrates budgets, produces analyses, pinpoints unutilized resources and thus handles end-to-end cost controlling and optimization. Cloud License Management delivers transparency of the software licenses purchased and used at any time. This minimizes license costs and risks as well due to integrated compliance checking. Cloud Governance Management creates a uniform, multi-provider structure for allocating cloud resources to cost centers, business services, organizational structures and responsibilities. The Cloud Status Overview allows to monitor the utilization and availability of all cloud resources and the associated business services.Reported Earnings • May 20First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: EPS: €0.16 (down from €0.19 in 1Q 2021). Revenue: €29.6m (up 8.8% from 1Q 2021). Net income: €1.65m (down 19% from 1Q 2021). Profit margin: 5.6% (down from 7.5% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Over the next year, revenue is forecast to grow 12%, compared to a 13% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.공시 • May 20USU Software AG Confirms Forecast for the Full Year 2022USU Software AG confirmed forecast for the full year 2022. Following the positive first quarter and in light of the new all-time high in terms of orders on hand, the Management Board is confirming the full-year forecast for 2022 that it published on March 24, 2022. This forecast provides for sales growth to EUR 120-125 million with recurring revenue accounting for 45% of new product business.공시 • May 13+ 1 more updateUSU Software AG to Report Q1, 2022 Results on May 19, 2022USU Software AG announced that they will report Q1, 2022 results on May 19, 2022공시 • Mar 23USU Software AG to Report Fiscal Year 2021 Results on Mar 24, 2022USU Software AG announced that they will report fiscal year 2021 results on Mar 24, 2022공시 • Feb 02Bâloise Holding AG (SWX:BALN) acquired Usu Solutions Gmbh from USU Software AG (XTRA:OSP2).Bâloise Holding AG (SWX:BALN) acquired Usu Solutions Gmbh from USU Software AG (XTRA:OSP2) on January 31, 2022. Bâloise Holding AG (SWX:BALN) completed the acquisition of Usu Solutions Gmbh from USU Software AG (XTRA:OSP2) on January 31, 2022.Reported Earnings • Nov 19Third quarter 2021 earnings released: EPS €0.22 (vs €0.082 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €27.9m (up 8.4% from 3Q 2020). Net income: €2.35m (up 171% from 3Q 2020). Profit margin: 8.4% (up from 3.4% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 19Third quarter 2021 earnings released: EPS €0.22 (vs €0.082 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €27.9m (up 8.4% from 3Q 2020). Net income: €2.35m (up 171% from 3Q 2020). Profit margin: 8.4% (up from 3.4% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Reported Earnings • Sep 01Second quarter 2021 earnings released: EPS €0.17 (vs €0.14 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €26.7m (up 3.3% from 2Q 2020). Net income: €1.76m (up 16% from 2Q 2020). Profit margin: 6.6% (up from 5.9% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jun 30Upcoming dividend of €0.40 per shareEligible shareholders must have bought the stock before 07 July 2021. Payment date: 09 July 2021. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (3.2%). In line with average of industry peers (1.5%).공시 • Jun 30USU's Software Asset Management Solution Verified by Oracle for Data Collection of Oracle Fusion MiddlewareUSU Group announced that their USU Software Asset Management solution has been verified by Oracle for data discovery of Fusion Middleware products. Combined with their prior verification for Oracle Database and Database Options, the USU solution can provide valuable data for end-to-end coverage of a company's Oracle environment. USU is a trusted partner of Oracle, and this new verification ensures their data collection meets or exceeds Oracle's standards. Customers can use the USU solution to gather accurate data about the installation and usage of Fusion Middleware products, and submit it in a software compliance audit, instead of using Oracle's measurement tools. USU Software Asset Management is verified by Oracle for its discovery of Middleware applications such as WebLogic, Oracle Application Server, Oracle Business Intelligence, Tuxedo, Webcenter, Forms & Reports, and Oracle SOA. The specialized Oracle solution is also verified for collecting installation and usage data for Oracle Database and its related options and features. It uses that data for its compliance reporting and deep optimization features. Important tasks include detecting and downgrading databases, excluding options that could be false positives, and deactivating costly accidental activations.분석 기사 • Jun 24USU Software (ETR:OSP2) Is Due To Pay A Dividend Of €0.40USU Software AG ( ETR:OSP2 ) will pay a dividend of €0.40 on the 9th of July. This payment means that the dividend...Reported Earnings • May 15First quarter 2021 earnings released: EPS €0.19 (vs €0.15 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €27.2m (up 3.7% from 1Q 2020). Net income: €2.03m (up 29% from 1Q 2020). Profit margin: 7.5% (up from 6.0% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.공시 • May 15USU Software AG Provides Earnings Guidance for the Year 2021USU Software AG provided earnings guidance for the year 2021. For the period, the group expects to record slight growth in sales.분석 기사 • May 09Is There Now An Opportunity In USU Software AG (ETR:OSP2)?USU Software AG ( ETR:OSP2 ), might not be a large cap stock, but it saw a double-digit share price rise of over 10% in...분석 기사 • Apr 12USU Software (ETR:OSP2) Has More To Do To Multiply In Value Going ForwardIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Price Target Changed • Apr 08Price target increased to €31.83Up from €26.25, the current price target is an average from 2 analysts. New target price is 12% above last closing price of €28.40. Stock is up 83% over the past year.Major Estimate Revision • Apr 01Consensus EPS estimates fall to €0.57The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from €117.9m to €116.4m. EPS estimate also fell from €0.78 to €0.57. Net income forecast to grow 9.4% next year vs 2.4% growth forecast for Software industry in Germany. Consensus price target up from €26.25 to €27.75. Share price rose 3.7% to €28.00 over the past week.분석 기사 • Mar 28USU Software AG Just Recorded A 6.1% EPS Beat: Here's What Analysts Are Forecasting NextInvestors in USU Software AG ( ETR:OSP2 ) had a good week, as its shares rose 4.8% to close at €28.40 following the...Reported Earnings • Mar 26Full year 2020 earnings released: EPS €0.52 (vs €0.50 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2020 results: Revenue: €107.3m (up 12% from FY 2019). Net income: €5.48m (up 4.0% from FY 2019). Profit margin: 5.1% (down from 5.5% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.공시 • Mar 19USU Software AG to Report Fiscal Year 2020 Final Results on Mar 25, 2021USU Software AG announced that they will report fiscal year 2020 final results on Mar 25, 2021공시 • Mar 16USU Software AG Announces Solution to Analyze SAP(R) Digital Access Excluding Subsequent DocumentsUSU Group announced powerful enhanced features for estimating SAP Digital Access in their flagship solution, USU Software Asset Management. It is the SAM industry's first solution to fully analyze the potential pricing of the Digital Access licensing model and help SAP customers avoid unnecessary costs or liabilities. The USU solution simulates the logic of SAP's own Digital Access Estimation Tool to produce a comparable analysis, and accurately predict the number of document licenses required under Digital Access. It shows how many digital documents have been created in the digital core, and by whom, through a single console. USU counts and filters important factors, such as disregarding fees for non-chargeable "subsequent" Financial documents, that the SAP estimation tool did not previously do. SAP customers must decide between two SAP licensing models: moving to Digital Access which charges per Digital Document or continuing with Indirect Access which charges for third-party making use of SAP data. The USU Software Asset Management solution offers an automated way to understand which model has more favorable conditions for cost reduction and avoidance. USU Software Asset Management is certified by SAP to be used technically in SAP NetWeaver as an ABAP add-on, helping USU customers benefit from improved interoperability and supportability. ITAM Review has independently verified the solution meets the biggest SAP licensing challenges, including ensuring compliance, optimizing licenses, identifying indirect access, and migrating to S/4HANA.공시 • Mar 10British Fintech Company Azimo Chooses Usu to Power Its Customer SupportUSU is equipping online money transfer service Azimo with its knowledge management solution for customer service. The digital customer service solution matches Azimo's innovative business model and furthers its mission to make financial services affordable and available to all. With USU Knowledge Management, Azimo will centralize its support data to create a single source of truth for customer service agents. The integration of Zendesk's cloud-based ticketing gives customer service agents a complete, up-to-date view from every customer channel, be it email, social media, web or phone. The solution is consistent across eight different languages, crucial for a money transfer service that serves more than 200 countries and territories. USU Knowledge Management also serves as an internal hub, with integrated e-learning for faster, more effective employee training and onboarding. By improving key performance indicators such as reducing handling times, onboarding times, and increasing first contact resolution rates, the company aims to achieve a ROI within several months.분석 기사 • Mar 08Should USU Software AG (ETR:OSP2) Be Part Of Your Dividend Portfolio?Today we'll take a closer look at USU Software AG ( ETR:OSP2 ) from a dividend investor's perspective. Owning a strong...분석 기사 • Feb 22USU Software AG (ETR:OSP2) Stock Is Going Strong But Fundamentals Look Uncertain: What Lies Ahead ?Most readers would already be aware that USU Software's (ETR:OSP2) stock increased significantly by 16% over the past...분석 기사 • Feb 09Estimating The Fair Value Of USU Software AG (ETR:OSP2)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of USU Software AG...분석 기사 • Jan 26USU Software (ETR:OSP2) Is Growing Earnings But Are They A Good Guide?Broadly speaking, profitable businesses are less risky than unprofitable ones. However, sometimes companies receive a...분석 기사 • Jan 15What Kind Of Shareholders Hold The Majority In USU Software AG's (ETR:OSP2) Shares?The big shareholder groups in USU Software AG ( ETR:OSP2 ) have power over the company. Insiders often own a large...Is New 90 Day High Low • Jan 13New 90-day high: €29.60The company is up 34% from its price of €22.10 on 14 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is down 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €24.94 per share.분석 기사 • Jan 04Here's Why I Think USU Software (ETR:OSP2) Might Deserve Your Attention TodayFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...분석 기사 • Dec 24The Trends At USU Software (ETR:OSP2) That You Should Know AboutIf you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...Is New 90 Day High Low • Dec 18New 90-day high: €29.00The company is up 20% from its price of €24.10 on 18 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is down 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €21.17 per share.Valuation Update With 7 Day Price Move • Dec 18Investor sentiment improved over the past weekAfter last week's 25% share price gain to €29.00, the stock is trading at a trailing P/E ratio of 39x, up from the previous P/E ratio of 31.2x. This compares to an average P/E of 27x in the Software industry in Germany. Total returns to shareholders over the past three years are 22%.분석 기사 • Dec 14Does USU Software's (ETR:OSP2) Share Price Gain of 46% Match Its Business Performance?These days it's easy to simply buy an index fund, and your returns should (roughly) match the market. But one can do...분석 기사 • Dec 03What Did USU Software's (ETR:OSP2) CEO Take Home Last Year?Bernhard Oberschmidt is the CEO of USU Software AG ( ETR:OSP2 ), and in this article, we analyze the executive's...Price Target Changed • Nov 25Price target raised to €26.25Up from €23.75, the current price target is an average from 2 analysts. The new target price is 14% above the current share price of €23.00. As of last close, the stock is up 48% over the past year.분석 기사 • Nov 23USU Software AG's (ETR:OSP2) Stock Is Rallying But Financials Look Ambiguous: Will The Momentum Continue?Most readers would already be aware that USU Software's (ETR:OSP2) stock increased significantly by 18% over the past...Reported Earnings • Nov 17Third quarter 2020 earnings released: EPS €0.082The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2020 results: Revenue: €25.8m (up 8.1% from 3Q 2019). Net income: €868.0k (down 63% from 3Q 2019). Profit margin: 3.4% (down from 9.9% in 3Q 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Sep 25New 90-day high: €25.10The company is up 24% from its price of €20.20 on 26 June 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €16.27 per share.분석 기사 • Jun 17Here’s why USU Software AG’s (ETR:OSP2) Returns On Capital Matters So MuchToday we are going to look at USU Software AG (ETR:OSP2) to see whether it might be an attractive investment prospect...이익 및 매출 성장 예측XTRA:OSP2 - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20261741719N/A112/31/20251581214N/A112/31/2024144710N/A13/31/202413461416N/A12/31/2023132568N/A9/30/2023131568N/A6/30/2023131657N/A3/31/2023130868N/A12/31/20221278910N/A9/30/202212361111N/A6/30/202211861112N/A3/31/202211461415N/A12/31/202111271213N/A9/30/202111181113N/A6/30/202110961011N/A3/31/202110861214N/A12/31/202010751518N/A9/30/202010581315N/A6/30/202010391416N/A3/31/20201007810N/A12/31/2019965810N/A9/30/20199521011N/A6/30/201994156N/A3/31/201991023N/A12/31/201890112N/A9/30/201890401N/A6/30/201887312N/A3/31/201886446N/A12/31/2017843N/A5N/A9/30/2017803N/A3N/A6/30/2017774N/A5N/A3/31/2017746N/A8N/A12/31/2016727N/A5N/A9/30/2016718N/A11N/A6/30/2016708N/A9N/A3/31/2016698N/A10N/A12/31/2015668N/A12N/A9/30/2015638N/A8N/A6/30/2015617N/A11N/A3/31/2015607N/A10N/A12/31/2014596N/A8N/A9/30/2014596N/A4N/A6/30/2014595N/A7N/A3/31/2014574N/A6N/A12/31/2013564N/A10N/A9/30/2013533N/A14N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: OSP2 의 연간 예상 수익 증가율(39.7%)이 saving rate(0.7%)보다 높습니다.수익 vs 시장: OSP2 의 연간 수익(39.7%)이 German 시장(16.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: OSP2 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: OSP2 의 수익(연간 8.2%)이 German 시장(연간 6.7%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: OSP2 의 수익(연간 8.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: OSP2의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YSoftware 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2024/07/20 01:33종가2024/07/15 00:00수익2024/03/31연간 수익2023/12/31데이터 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 소스USU Software AG는 1명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Cosmin FilkerGBC AG
공시 • Nov 23USU Software AG Confirms Revenue Guidance for the Year 2023USU Software AG announced that the management confirmed its Fiscal Year outlook of EUR 132 million - EUR 139 million sales (eNuW: EUR 133 million).
Major Estimate Revision • Sep 10Consensus EPS estimates fall by 27%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from €137.5m to €134.1m. EPS estimate also fell from €0.84 per share to €0.61 per share. Net income forecast to grow 31% next year vs 13% growth forecast for Software industry in Germany. Consensus price target down from €31.15 to €29.60. Share price fell 5.5% to €17.30 over the past week.
공시 • Aug 24USU Software AG Provides Sales Guidance for the Year 2023USU Software AG provided sales guidance for the year 2023. The company now expects sales growth to EUR 132 million to 139 million in 2023 as a whole (previously: EUR 134 -139 million).
공시 • May 20USU Software AG Confirms Forecast for the Full Year 2022USU Software AG confirmed forecast for the full year 2022. Following the positive first quarter and in light of the new all-time high in terms of orders on hand, the Management Board is confirming the full-year forecast for 2022 that it published on March 24, 2022. This forecast provides for sales growth to EUR 120-125 million with recurring revenue accounting for 45% of new product business.
공시 • May 15USU Software AG Provides Earnings Guidance for the Year 2021USU Software AG provided earnings guidance for the year 2021. For the period, the group expects to record slight growth in sales.
Price Target Changed • Apr 08Price target increased to €31.83Up from €26.25, the current price target is an average from 2 analysts. New target price is 12% above last closing price of €28.40. Stock is up 83% over the past year.
공시 • Jul 05+ 1 more updateUSU Software AG to Report First Half, 2024 Results on Aug 29, 2024USU Software AG announced that they will report first half, 2024 results on Aug 29, 2024
공시 • Jul 01USU Software AG, Annual General Meeting, Aug 08, 2024USU Software AG, Annual General Meeting, Aug 08, 2024, at 09:30 W. Europe Standard Time.
공시 • May 18USU Software AG to Report Q1, 2024 Results on May 23, 2024USU Software AG announced that they will report Q1, 2024 results on May 23, 2024
공시 • Mar 22USU Software AG to Report Fiscal Year 2023 Results on Mar 28, 2024USU Software AG announced that they will report fiscal year 2023 results on Mar 28, 2024
Reported Earnings • Nov 24Third quarter 2023 earnings released: EPS: €0.086 (vs €0.21 in 3Q 2022)Third quarter 2023 results: EPS: €0.086 (down from €0.21 in 3Q 2022). Revenue: €32.9m (up 1.0% from 3Q 2022). Net income: €858.0k (down 62% from 3Q 2022). Profit margin: 2.6% (down from 6.9% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Software industry in Germany. 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 11% per year, which means it is significantly lagging earnings.
공시 • Nov 23USU Software AG Confirms Revenue Guidance for the Year 2023USU Software AG announced that the management confirmed its Fiscal Year outlook of EUR 132 million - EUR 139 million sales (eNuW: EUR 133 million).
Major Estimate Revision • Sep 10Consensus EPS estimates fall by 27%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from €137.5m to €134.1m. EPS estimate also fell from €0.84 per share to €0.61 per share. Net income forecast to grow 31% next year vs 13% growth forecast for Software industry in Germany. Consensus price target down from €31.15 to €29.60. Share price fell 5.5% to €17.30 over the past week.
Reported Earnings • Sep 01Second quarter 2023 earnings released: EPS: €0.071 (vs €0.18 in 2Q 2022)Second quarter 2023 results: EPS: €0.071 (down from €0.18 in 2Q 2022). Revenue: €31.6m (up 2.8% from 2Q 2022). Net income: €713.0k (down 62% from 2Q 2022). Profit margin: 2.3% (down from 6.1% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 3% per year.
분석 기사 • Aug 25USU Software (ETR:OSP2) Might Have The Makings Of A Multi-BaggerIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...
공시 • Aug 24USU Software AG Provides Sales Guidance for the Year 2023USU Software AG provided sales guidance for the year 2023. The company now expects sales growth to EUR 132 million to 139 million in 2023 as a whole (previously: EUR 134 -139 million).
Valuation Update With 7 Day Price Move • Aug 24Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €18.00, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 27x in the Software industry in Germany. Total loss to shareholders of 5.8% over the past three years.
분석 기사 • Jun 23Is USU Software AG (ETR:OSP2) Potentially Undervalued?USU Software AG ( ETR:OSP2 ), might not be a large cap stock, but it saw a double-digit share price rise of over 10% in...
Upcoming Dividend • Jun 14Upcoming dividend of €0.55 per share at 2.1% yieldEligible shareholders must have bought the stock before 21 June 2023. Payment date: 23 June 2023. Payout ratio is a comfortable 71% and the cash payout ratio is 88%. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.6%).
Reported Earnings • May 26First quarter 2023 earnings released: EPS: €0.17 (vs €0.16 in 1Q 2022)First quarter 2023 results: EPS: €0.17 (up from €0.16 in 1Q 2022). Revenue: €33.3m (up 13% from 1Q 2022). Net income: €1.73m (up 4.9% from 1Q 2022). Profit margin: 5.2% (down from 5.6% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
Reported Earnings • Mar 31Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: €0.76 (up from €0.64 in FY 2021). Revenue: €126.5m (up 13% from FY 2021). Net income: €7.58m (up 12% from FY 2021). Profit margin: 6.0% (in line with FY 2021). Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) missed analyst estimates by 7.1%. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.
Buying Opportunity • Feb 10Now 20% undervaluedOver the last 90 days, the stock is up 21%. The fair value is estimated to be €26.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has grown by 6.9%. Revenue is forecast to grow by 19% in 2 years. Earnings is forecast to grow by 94% in the next 2 years.
공시 • Jan 29+ 4 more updatesUSU Software AG to Report First Half, 2023 Results on Aug 31, 2023USU Software AG announced that they will report first half, 2023 results on Aug 31, 2023
Buying Opportunity • Jan 25Now 21% undervaluedOver the last 90 days, the stock is up 21%. The fair value is estimated to be €26.04, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has grown by 6.9%. Revenue is forecast to grow by 19% in 2 years. Earnings is forecast to grow by 94% in the next 2 years.
Buying Opportunity • Jan 10Now 20% undervaluedOver the last 90 days, the stock is up 18%. The fair value is estimated to be €26.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has grown by 6.9%. Revenue is forecast to grow by 19% in 2 years. Earnings is forecast to grow by 94% in the next 2 years.
분석 기사 • Jan 03USU Software AG (ETR:OSP2) Shares Could Be 24% Below Their Intrinsic Value EstimateKey Insights USU Software's estimated fair value is €28.3 based on 2 Stage Free Cash Flow to Equity Current share price...
Reported Earnings • Nov 26Third quarter 2022 earnings released: EPS: €0.21 (vs €0.22 in 3Q 2021)Third quarter 2022 results: EPS: €0.21 (down from €0.22 in 3Q 2021). Revenue: €32.6m (up 17% from 3Q 2021). Net income: €2.24m (down 4.5% from 3Q 2021). Profit margin: 6.9% (down from 8.4% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 8% per year.
분석 기사 • Oct 05Do USU Software's (ETR:OSP2) Earnings Warrant Your Attention?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Reported Earnings • Sep 01Second quarter 2022 earnings released: EPS: €0.18 (vs €0.17 in 2Q 2021)Second quarter 2022 results: EPS: €0.18 (up from €0.17 in 2Q 2021). Revenue: €30.7m (up 15% from 2Q 2021). Net income: €1.88m (up 6.9% from 2Q 2021). Profit margin: 6.1% (down from 6.6% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 10%, compared to a 7.8% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
공시 • Sep 01USU Software AG (XTRA:OSP2) announces an Equity Buyback for 523,770 shares, representing 5% of its issued share capital.USU Software AG (XTRA:OSP2) announces a share repurchase program. Under the program, the company will repurchase up to 523,770 shares, representing 5%. The maximum price paid by the shareholders would not exceed €18.75 per share. The offer is valid till October 5, 2022.
공시 • Aug 25USU Software AG to Report First Half, 2022 Results on Aug 31, 2022USU Software AG announced that they will report first half, 2022 results on Aug 31, 2022
Upcoming Dividend • Jun 27Upcoming dividend of €0.50 per shareEligible shareholders must have bought the stock before 04 July 2022. Payment date: 06 July 2022. Payout ratio is on the higher end at 83%, however this is supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (4.5%). Higher than average of industry peers (2.0%).
분석 기사 • Jun 17USU Software (ETR:OSP2) Hasn't Managed To Accelerate Its ReturnsIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...
공시 • Jun 10USU Software AG Developes an Integrated, Scalable Platform for Efficient Controlling and Management in Complex Hybrid IT InfrastructuresUSU Software AG developed an integrated, scalable platform for efficient controlling and management in complex hybrid IT infrastructures. USU Hybrid Cloud Management (HCM) provides a end-to-end view for the optimal planning, coordination, monitoring, charging and controlling of various cloud resources and IT services across the board. The HCM solution ideally supplements USU's customer service and IT management portfolio and is available to customers now. Interested parties can get a good overview of the tool's capabilities through an on-demand webinar series or by attending a roadshow appointment. Skyrocketing cloud costs are the biggest challenge to companies when operating cloud computing environments. The cause is often the uncontrolled proliferation of cloud resources. The result is a lack of transparency and control, which frequently leads to violations of governance rules and significantly increases the risk of non-compliance. USU Hybrid Cloud Management supports companies in operating complex IT infrastructures with the help of the following functions: Cloud CMDB is a central information hub providing an overview of all cloud resources and their allocation to business services and cost centers. Cloud Cost Management integrates budgets, produces analyses, pinpoints unutilized resources and thus handles end-to-end cost controlling and optimization. Cloud License Management delivers transparency of the software licenses purchased and used at any time. This minimizes license costs and risks as well due to integrated compliance checking. Cloud Governance Management creates a uniform, multi-provider structure for allocating cloud resources to cost centers, business services, organizational structures and responsibilities. The Cloud Status Overview allows to monitor the utilization and availability of all cloud resources and the associated business services.
Reported Earnings • May 20First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: EPS: €0.16 (down from €0.19 in 1Q 2021). Revenue: €29.6m (up 8.8% from 1Q 2021). Net income: €1.65m (down 19% from 1Q 2021). Profit margin: 5.6% (down from 7.5% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Over the next year, revenue is forecast to grow 12%, compared to a 13% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
공시 • May 20USU Software AG Confirms Forecast for the Full Year 2022USU Software AG confirmed forecast for the full year 2022. Following the positive first quarter and in light of the new all-time high in terms of orders on hand, the Management Board is confirming the full-year forecast for 2022 that it published on March 24, 2022. This forecast provides for sales growth to EUR 120-125 million with recurring revenue accounting for 45% of new product business.
공시 • May 13+ 1 more updateUSU Software AG to Report Q1, 2022 Results on May 19, 2022USU Software AG announced that they will report Q1, 2022 results on May 19, 2022
공시 • Mar 23USU Software AG to Report Fiscal Year 2021 Results on Mar 24, 2022USU Software AG announced that they will report fiscal year 2021 results on Mar 24, 2022
공시 • Feb 02Bâloise Holding AG (SWX:BALN) acquired Usu Solutions Gmbh from USU Software AG (XTRA:OSP2).Bâloise Holding AG (SWX:BALN) acquired Usu Solutions Gmbh from USU Software AG (XTRA:OSP2) on January 31, 2022. Bâloise Holding AG (SWX:BALN) completed the acquisition of Usu Solutions Gmbh from USU Software AG (XTRA:OSP2) on January 31, 2022.
Reported Earnings • Nov 19Third quarter 2021 earnings released: EPS €0.22 (vs €0.082 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €27.9m (up 8.4% from 3Q 2020). Net income: €2.35m (up 171% from 3Q 2020). Profit margin: 8.4% (up from 3.4% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 19Third quarter 2021 earnings released: EPS €0.22 (vs €0.082 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €27.9m (up 8.4% from 3Q 2020). Net income: €2.35m (up 171% from 3Q 2020). Profit margin: 8.4% (up from 3.4% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Sep 01Second quarter 2021 earnings released: EPS €0.17 (vs €0.14 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €26.7m (up 3.3% from 2Q 2020). Net income: €1.76m (up 16% from 2Q 2020). Profit margin: 6.6% (up from 5.9% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jun 30Upcoming dividend of €0.40 per shareEligible shareholders must have bought the stock before 07 July 2021. Payment date: 09 July 2021. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (3.2%). In line with average of industry peers (1.5%).
공시 • Jun 30USU's Software Asset Management Solution Verified by Oracle for Data Collection of Oracle Fusion MiddlewareUSU Group announced that their USU Software Asset Management solution has been verified by Oracle for data discovery of Fusion Middleware products. Combined with their prior verification for Oracle Database and Database Options, the USU solution can provide valuable data for end-to-end coverage of a company's Oracle environment. USU is a trusted partner of Oracle, and this new verification ensures their data collection meets or exceeds Oracle's standards. Customers can use the USU solution to gather accurate data about the installation and usage of Fusion Middleware products, and submit it in a software compliance audit, instead of using Oracle's measurement tools. USU Software Asset Management is verified by Oracle for its discovery of Middleware applications such as WebLogic, Oracle Application Server, Oracle Business Intelligence, Tuxedo, Webcenter, Forms & Reports, and Oracle SOA. The specialized Oracle solution is also verified for collecting installation and usage data for Oracle Database and its related options and features. It uses that data for its compliance reporting and deep optimization features. Important tasks include detecting and downgrading databases, excluding options that could be false positives, and deactivating costly accidental activations.
분석 기사 • Jun 24USU Software (ETR:OSP2) Is Due To Pay A Dividend Of €0.40USU Software AG ( ETR:OSP2 ) will pay a dividend of €0.40 on the 9th of July. This payment means that the dividend...
Reported Earnings • May 15First quarter 2021 earnings released: EPS €0.19 (vs €0.15 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €27.2m (up 3.7% from 1Q 2020). Net income: €2.03m (up 29% from 1Q 2020). Profit margin: 7.5% (up from 6.0% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
공시 • May 15USU Software AG Provides Earnings Guidance for the Year 2021USU Software AG provided earnings guidance for the year 2021. For the period, the group expects to record slight growth in sales.
분석 기사 • May 09Is There Now An Opportunity In USU Software AG (ETR:OSP2)?USU Software AG ( ETR:OSP2 ), might not be a large cap stock, but it saw a double-digit share price rise of over 10% in...
분석 기사 • Apr 12USU Software (ETR:OSP2) Has More To Do To Multiply In Value Going ForwardIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Price Target Changed • Apr 08Price target increased to €31.83Up from €26.25, the current price target is an average from 2 analysts. New target price is 12% above last closing price of €28.40. Stock is up 83% over the past year.
Major Estimate Revision • Apr 01Consensus EPS estimates fall to €0.57The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from €117.9m to €116.4m. EPS estimate also fell from €0.78 to €0.57. Net income forecast to grow 9.4% next year vs 2.4% growth forecast for Software industry in Germany. Consensus price target up from €26.25 to €27.75. Share price rose 3.7% to €28.00 over the past week.
분석 기사 • Mar 28USU Software AG Just Recorded A 6.1% EPS Beat: Here's What Analysts Are Forecasting NextInvestors in USU Software AG ( ETR:OSP2 ) had a good week, as its shares rose 4.8% to close at €28.40 following the...
Reported Earnings • Mar 26Full year 2020 earnings released: EPS €0.52 (vs €0.50 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2020 results: Revenue: €107.3m (up 12% from FY 2019). Net income: €5.48m (up 4.0% from FY 2019). Profit margin: 5.1% (down from 5.5% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
공시 • Mar 19USU Software AG to Report Fiscal Year 2020 Final Results on Mar 25, 2021USU Software AG announced that they will report fiscal year 2020 final results on Mar 25, 2021
공시 • Mar 16USU Software AG Announces Solution to Analyze SAP(R) Digital Access Excluding Subsequent DocumentsUSU Group announced powerful enhanced features for estimating SAP Digital Access in their flagship solution, USU Software Asset Management. It is the SAM industry's first solution to fully analyze the potential pricing of the Digital Access licensing model and help SAP customers avoid unnecessary costs or liabilities. The USU solution simulates the logic of SAP's own Digital Access Estimation Tool to produce a comparable analysis, and accurately predict the number of document licenses required under Digital Access. It shows how many digital documents have been created in the digital core, and by whom, through a single console. USU counts and filters important factors, such as disregarding fees for non-chargeable "subsequent" Financial documents, that the SAP estimation tool did not previously do. SAP customers must decide between two SAP licensing models: moving to Digital Access which charges per Digital Document or continuing with Indirect Access which charges for third-party making use of SAP data. The USU Software Asset Management solution offers an automated way to understand which model has more favorable conditions for cost reduction and avoidance. USU Software Asset Management is certified by SAP to be used technically in SAP NetWeaver as an ABAP add-on, helping USU customers benefit from improved interoperability and supportability. ITAM Review has independently verified the solution meets the biggest SAP licensing challenges, including ensuring compliance, optimizing licenses, identifying indirect access, and migrating to S/4HANA.
공시 • Mar 10British Fintech Company Azimo Chooses Usu to Power Its Customer SupportUSU is equipping online money transfer service Azimo with its knowledge management solution for customer service. The digital customer service solution matches Azimo's innovative business model and furthers its mission to make financial services affordable and available to all. With USU Knowledge Management, Azimo will centralize its support data to create a single source of truth for customer service agents. The integration of Zendesk's cloud-based ticketing gives customer service agents a complete, up-to-date view from every customer channel, be it email, social media, web or phone. The solution is consistent across eight different languages, crucial for a money transfer service that serves more than 200 countries and territories. USU Knowledge Management also serves as an internal hub, with integrated e-learning for faster, more effective employee training and onboarding. By improving key performance indicators such as reducing handling times, onboarding times, and increasing first contact resolution rates, the company aims to achieve a ROI within several months.
분석 기사 • Mar 08Should USU Software AG (ETR:OSP2) Be Part Of Your Dividend Portfolio?Today we'll take a closer look at USU Software AG ( ETR:OSP2 ) from a dividend investor's perspective. Owning a strong...
분석 기사 • Feb 22USU Software AG (ETR:OSP2) Stock Is Going Strong But Fundamentals Look Uncertain: What Lies Ahead ?Most readers would already be aware that USU Software's (ETR:OSP2) stock increased significantly by 16% over the past...
분석 기사 • Feb 09Estimating The Fair Value Of USU Software AG (ETR:OSP2)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of USU Software AG...
분석 기사 • Jan 26USU Software (ETR:OSP2) Is Growing Earnings But Are They A Good Guide?Broadly speaking, profitable businesses are less risky than unprofitable ones. However, sometimes companies receive a...
분석 기사 • Jan 15What Kind Of Shareholders Hold The Majority In USU Software AG's (ETR:OSP2) Shares?The big shareholder groups in USU Software AG ( ETR:OSP2 ) have power over the company. Insiders often own a large...
Is New 90 Day High Low • Jan 13New 90-day high: €29.60The company is up 34% from its price of €22.10 on 14 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is down 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €24.94 per share.
분석 기사 • Jan 04Here's Why I Think USU Software (ETR:OSP2) Might Deserve Your Attention TodayFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
분석 기사 • Dec 24The Trends At USU Software (ETR:OSP2) That You Should Know AboutIf you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
Is New 90 Day High Low • Dec 18New 90-day high: €29.00The company is up 20% from its price of €24.10 on 18 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is down 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €21.17 per share.
Valuation Update With 7 Day Price Move • Dec 18Investor sentiment improved over the past weekAfter last week's 25% share price gain to €29.00, the stock is trading at a trailing P/E ratio of 39x, up from the previous P/E ratio of 31.2x. This compares to an average P/E of 27x in the Software industry in Germany. Total returns to shareholders over the past three years are 22%.
분석 기사 • Dec 14Does USU Software's (ETR:OSP2) Share Price Gain of 46% Match Its Business Performance?These days it's easy to simply buy an index fund, and your returns should (roughly) match the market. But one can do...
분석 기사 • Dec 03What Did USU Software's (ETR:OSP2) CEO Take Home Last Year?Bernhard Oberschmidt is the CEO of USU Software AG ( ETR:OSP2 ), and in this article, we analyze the executive's...
Price Target Changed • Nov 25Price target raised to €26.25Up from €23.75, the current price target is an average from 2 analysts. The new target price is 14% above the current share price of €23.00. As of last close, the stock is up 48% over the past year.
분석 기사 • Nov 23USU Software AG's (ETR:OSP2) Stock Is Rallying But Financials Look Ambiguous: Will The Momentum Continue?Most readers would already be aware that USU Software's (ETR:OSP2) stock increased significantly by 18% over the past...
Reported Earnings • Nov 17Third quarter 2020 earnings released: EPS €0.082The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2020 results: Revenue: €25.8m (up 8.1% from 3Q 2019). Net income: €868.0k (down 63% from 3Q 2019). Profit margin: 3.4% (down from 9.9% in 3Q 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Sep 25New 90-day high: €25.10The company is up 24% from its price of €20.20 on 26 June 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €16.27 per share.
분석 기사 • Jun 17Here’s why USU Software AG’s (ETR:OSP2) Returns On Capital Matters So MuchToday we are going to look at USU Software AG (ETR:OSP2) to see whether it might be an attractive investment prospect...