View Financial HealthThis company listing is no longer activeThis company may still be operating, however this listing is no longer active.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 EventsSoftware 배당 및 자사주 매입배당 기준 점검 0/6Software 은(는) 현재 수익률이 0.14% 인 배당금 지급 회사입니다. 마지막 지급일: 29th May, 2024 이며 배당락일은 다음과 같습니다. 27th May, 2024.핵심 정보0.1%배당 수익률-0.02%자사주 매입 수익률총 주주 수익률0.1%미래 배당 수익률n/a배당 성장률-0.9%다음 배당 지급일29 May 24배당락일27 May 24주당 배당금n/a배당 성향-71%최근 배당 및 자사주 매입 업데이트Upcoming Dividend • May 11Upcoming dividend of €0.05 per share at 0.1% yieldEligible shareholders must have bought the stock before 18 May 2023. Payment date: 22 May 2023. Payout ratio is a comfortable 19% but the company is paying out more than the cash it is generating. Trailing yield: 0.1%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (1.6%).분석 기사 • May 18Software (ETR:SOW) Has Affirmed Its Dividend Of €0.76The board of Software Aktiengesellschaft ( ETR:SOW ) has announced that it will pay a dividend on the 20th of May, with...Upcoming Dividend • May 11Upcoming dividend of €0.76 per shareEligible shareholders must have bought the stock before 18 May 2022. Payment date: 20 May 2022. Payout ratio is a comfortable 62% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (4.3%). Higher than average of industry peers (2.0%).분석 기사 • Apr 28Software's (ETR:SOW) Dividend Will Be €0.76Software Aktiengesellschaft ( ETR:SOW ) has announced that it will pay a dividend of €0.76 per share on the 20th of...분석 기사 • Apr 09Software (ETR:SOW) Has Re-Affirmed Its Dividend Of €0.76The board of Software Aktiengesellschaft ( ETR:SOW ) has announced that it will pay a dividend on the 20th of May, with...Upcoming Dividend • May 06Upcoming dividend of €0.76 per shareEligible shareholders must have bought the stock before 13 May 2021. Payment date: 18 May 2021. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (3.1%). Higher than average of industry peers (1.6%).모든 업데이트 보기Recent updates공시 • Dec 28Software AG Reportedly Eyes Sale of Further Platforms After IBM DealSoftware Aktiengesellschaft (XTRA:SOW) has invited competitors and investors to submit bids for two software platforms and is looking at options for a third one, the Handelsblatt daily reported on December 27, 2023, citing sources familiar with the talks. Software AG, which is majority-owned by private equity firm Silver Lake Technology Management, L.L.C., is looking for interested parties for its TrendMiner NV and Cumulocity GmbH platforms, according to Handelsblatt. In addition, options are being examined for its alfabet GmbH (Alfabet software), the report said. Trend Miner is used for data analysis for industry, Cumulocity is a software used for the 'Internet of Things' and Alfabet helps with the visualisation of company architecture. Software AG was not immediately available for comment.공시 • Dec 23+ 1 more updateSoftware Aktiengesellschaft, Annual General Meeting, May 24, 2024Software Aktiengesellschaft, Annual General Meeting, May 24, 2024. Location: darmstadtium Darmstadt, Germany Darmstadt Germany공시 • Dec 18Silver Lake Announces an Offer to Delist Software AGUS IT services giant International Business Machines Corporation, or IBM, announced on December 18, 2023 a EUR 2.13 billion (USD 2.33 billion) deal to acquire two enterprise technology platforms from Software AG, a German software company majority owned by US private equity firm Silver Lake Technology Management, L.L.C. Software AG is currently majority owned by Silver Lake, which has recently acquired a 93.3% stake in a deal that valued the entire business at EUR 2.6 billion. Silver Lake also announced on December 18, 2023 an offer of EUR 32 per share to delist Software AG.공시 • Oct 24Silver Lake Technology Management, L.L.C. and Mosel Bidco SE acquired a 5% stake in Software Aktiengesellschaft.Silver Lake Technology Management, L.L.C. and Mosel Bidco SE acquired a 5% stake in Software Aktiengesellschaft on October 23, 2023. Silver Lake Technology Management, L.L.C. and Mosel Bidco SE completed the acquisition of a 5% stake in Software Aktiengesellschaft on October 23, 2023.공시 • Sep 25Software Aktiengesellschaft(XTRA:SOW) dropped from S&P Global BMI IndexSoftware Aktiengesellschaft(XTRA:SOW) dropped from S&P Global BMI Index공시 • Jul 22Silver Lake Continues to Intend to Pursue A Delisting of Software AGSilver Lake together with Mosel Bidco SE, a holding company controlled by funds managed or advised by Silver Lake ("Silver Lake"), announced the final results of the Additional Acceptance Period whereby it has secured a total stake of 84.29 % of shares in Software Aktiengesellschaft as of 17 July 2023. This excludes bonds convertible into Software AG shares held by Silver Lake. Subject to regulatory approval by the relevant investment-control authorities, closing of the transaction is expected in fourth quarter 2023. Christian Lucas, Co-head EMEA at Silver Lake, said: "We are pleased to have reached such a successful outcome for our tender offer made to Software AG shareholders. We look forward to working with the management team to execute the company's multi-year transformation plan." Silver Lake reiterates that it does not require a domination and profit and loss transfer agreement (DPLTA) to finance its offer or achieve its economic and strategic objectives. After closing of the tender offer, Silver Lake continues to intend to pursue a delisting of Software AG to support management with implementation of its strategy in a non-listed environment, and with the backing of Silver Lake as Software AG's new majority shareholder.공시 • Jul 18Software Aktiengesellschaft to Report First Half, 2023 Results on Aug 11, 2023Software Aktiengesellschaft announced that they will report first half, 2023 results on Aug 11, 2023공시 • Jun 15Silver Lake Confirms its Plan to Pursue Delisting of Software AG After Closing the OfferSilver Lake Technology Management, L.L.C. has waived the minimum acceptance threshold of 50% plus one share in its EUR 2.4 billion (USD 2.59 billion) tender offer for German enterprise software developer Software AG, while also extending the acceptance period. Silver Lake said on June 13, 2023 that it does not require majority control to finance the offer or to underpin its investment strategy. The US firm “is comfortable to support Software AG on its multi-year transformation journey in a private setting out of a substantial minority position,” it said. Silver Lake has already secured a stake of about 31% in Software AG, making it the new largest and anchor shareholder of the German company. The private equity firm confirmed its plan to pursue a delisting of Software AG after closing the offer. Because of the amended threshold condition, the acceptance period has been extended by two weeks until June 28, 2023.공시 • Jun 14Silver Lake to Likely Abandon Software AG Acceptance ThresholdSilver Lake Technology Management, L.L.C. will likely drop the acceptance threshold for its contentious EUR 2.4 Billion acquisition bid for Software AG (Software Aktiengesellschaft), Bloomberg's Eyk Henning, Aaron Kirchfeld, and Jan-Henrik-Foerster report, citing people with knowledge of the matter. The private equity firm is leaning towards abandoning a condition that its offer win support from investors owning just over 50% of the German company, the authors say.Upcoming Dividend • May 11Upcoming dividend of €0.05 per share at 0.1% yieldEligible shareholders must have bought the stock before 18 May 2023. Payment date: 22 May 2023. Payout ratio is a comfortable 19% but the company is paying out more than the cash it is generating. Trailing yield: 0.1%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (1.6%).Price Target Changed • Apr 27Price target increased by 9.8% to €26.81Up from €24.41, the current price target is an average from 12 analysts. New target price is 12% below last closing price of €30.30. Stock is up 2.7% over the past year. The company is forecast to post earnings per share of €0.84 for next year compared to €0.26 last year.Price Target Changed • Apr 24Price target increased by 8.6% to €26.81Up from €24.69, the current price target is an average from 13 analysts. New target price is 9.9% below last closing price of €29.76. Stock is down 3.6% over the past year. The company is forecast to post earnings per share of €0.85 for next year compared to €0.26 last year.Reported Earnings • Mar 31Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: €0.26 (down from €1.13 in FY 2021). Revenue: €958.2m (up 15% from FY 2021). Net income: €19.0m (down 77% from FY 2021). Profit margin: 2.0% (down from 10% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) missed analyst estimates by 73%. Revenue is forecast to grow 5.2% 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 fallen by 37% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.공시 • Feb 14Software Aktiengesellschaft announced that it has received AUD 4.5 million in fundingSoftware Aktiengesellschaft announced a private placement of 136,363,636 common shares at an issue price of AUD 0.033 per share for the gross proceeds of AUD 4.5 million on February 13, 2023.Major Estimate Revision • Feb 08Consensus EPS estimates fall by 27%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from €1.42 to €1.03 per share. Revenue forecast steady at €1.02b. Net income forecast to grow 303% next year vs 26% growth forecast for Software industry in Germany. Consensus price target down from €29.18 to €26.25. Share price fell 6.0% to €20.50 over the past week.Reported Earnings • Feb 05Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: €0.26 (down from €1.13 in FY 2021). Revenue: €958.2m (up 15% from FY 2021). Net income: €19.0m (down 77% from FY 2021). Profit margin: 2.0% (down from 10% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates by 71%. Revenue is forecast to grow 4.8% 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 fallen by 37% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.Price Target Changed • Feb 03Price target decreased by 7.3% to €27.04Down from €29.18, the current price target is an average from 14 analysts. New target price is 30% above last closing price of €20.80. Stock is down 38% over the past year. The company is forecast to post earnings per share of €0.90 for next year compared to €1.13 last year.Buying Opportunity • Feb 01Now 23% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €28.29, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 31%. Revenue is forecast to grow by 21% in 2 years. Earnings is forecast to grow by 167% in the next 2 years.공시 • Feb 01Software Aktiengesellschaft to Report Fiscal Year 2022 Final Results on Mar 28, 2023Software Aktiengesellschaft announced that they will report fiscal year 2022 final results on Mar 28, 2023공시 • Jan 25Software AG Announces Results of New Global Survey of over 2,000 Senior It Decision-Makers from the U.S., Canada, U.K., Germany and FranceSoftware AG announced the results of a new global survey of over 2,000 senior IT decision-makers from the U.S., Canada, U.K., Germany and France. It finds that the majority (84%) of organizations will prioritize commercial objectives over sustainability in the face of economic challenges. This is despite the fact that almost all (95%) leaders agree sustainability is either a top or high priority and a similar number (97%) agree that other firms' sustainability credentials are either essential or important in their own buying decisions. The annual Reality Check report seeks to investigate how technology initiatives can benefit both sustainability and commercial objectives. Despite the difficulties of delivering sustainability initiatives, 87% of companies believe that they will lose investors if they don't have a clear strategy and many lack the technology to deliver one. In almost a third (32%) of cases the necessary technology is simply not in place. And even when it is available, it is poorly implemented or used by almost half (47%) of companies. In particular, 36% say that they are unable to effectively track the progress of sustainability initiatives to determine whether they are effective. The majority (87%) of organizations tackle sustainability and digital transformation separately. The Reality Check report shows how an integrated approach can address multiple challenges at once. Promisingly, a third (33%) of organizations have already integrated sustainability plans into their technology roadmap.분석 기사 • Jan 22A Look At The Fair Value Of Software Aktiengesellschaft (ETR:SOW)How far off is Software Aktiengesellschaft ( ETR:SOW ) from its intrinsic value? Using the most recent financial data...분석 기사 • Dec 19Does Software (ETR:SOW) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...분석 기사 • Nov 13Returns On Capital At Software (ETR:SOW) Paint A Concerning PictureIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Price Target Changed • Oct 14Price target decreased to €30.29Down from €32.71, the current price target is an average from 14 analysts. New target price is 45% above last closing price of €20.82. Stock is down 50% over the past year. The company is forecast to post earnings per share of €1.14 for next year compared to €1.13 last year.공시 • Oct 14+ 3 more updatesSoftware Aktiengesellschaft, Annual General Meeting, May 17, 2023Software Aktiengesellschaft, Annual General Meeting, May 17, 2023.공시 • Sep 30Software Aktiengesellschaft to Report Q4, 2022 Results on Feb 01, 2023Software Aktiengesellschaft announced that they will report Q4, 2022 results on Feb 01, 2023분석 기사 • Sep 20Is Software (ETR:SOW) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • Aug 13Software (ETR:SOW) Might Be Having Difficulty Using Its Capital EffectivelyIf 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...Reported Earnings • Jul 31Second quarter 2022 earnings: EPS misses analyst expectationsSecond quarter 2022 results: EPS: €0.24 (down from €0.45 in 2Q 2021). Revenue: €226.9m (up 4.0% from 2Q 2021). Net income: €17.5m (down 47% from 2Q 2021). Profit margin: 7.7% (down from 15% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 11%, compared to a 7.8% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Price Target Changed • Jul 20Price target decreased to €34.23Down from €37.23, the current price target is an average from 12 analysts. New target price is 23% above last closing price of €27.88. Stock is down 29% over the past year. The company is forecast to post earnings per share of €1.19 for next year compared to €1.13 last year.분석 기사 • Jul 06At €29.22, Is Software Aktiengesellschaft (ETR:SOW) Worth Looking At Closely?Software Aktiengesellschaft ( ETR:SOW ), is not the largest company out there, but it saw significant share price...분석 기사 • Jun 21Software (ETR:SOW) Seems To Use Debt Rather SparinglyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • May 18Software (ETR:SOW) Has Affirmed Its Dividend Of €0.76The board of Software Aktiengesellschaft ( ETR:SOW ) has announced that it will pay a dividend on the 20th of May, with...Upcoming Dividend • May 11Upcoming dividend of €0.76 per shareEligible shareholders must have bought the stock before 18 May 2022. Payment date: 20 May 2022. Payout ratio is a comfortable 62% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (4.3%). Higher than average of industry peers (2.0%).Reported Earnings • Apr 29First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: EPS: €0.24 (up from €0.14 in 1Q 2021). Revenue: €206.0m (up 13% from 1Q 2021). Net income: €17.6m (up 73% from 1Q 2021). Profit margin: 8.6% (up from 5.6% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.9%. Earnings per share (EPS) missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 10%, compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.분석 기사 • Apr 28Software's (ETR:SOW) Dividend Will Be €0.76Software Aktiengesellschaft ( ETR:SOW ) has announced that it will pay a dividend of €0.76 per share on the 20th of...분석 기사 • Apr 09Software (ETR:SOW) Has Re-Affirmed Its Dividend Of €0.76The board of Software Aktiengesellschaft ( ETR:SOW ) has announced that it will pay a dividend on the 20th of May, with...분석 기사 • Apr 06These Return Metrics Don't Make Software (ETR:SOW) Look Too StrongIf you're looking at a mature business that's past the growth phase, what are some of the underlying trends that pop...분석 기사 • Mar 21Does Software (ETR:SOW) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €28.10, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 28x in the Software industry in Germany. Total loss to shareholders of 6.6% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €50.46 per share.분석 기사 • Mar 03Is There Now An Opportunity In Software Aktiengesellschaft (ETR:SOW)?Software Aktiengesellschaft ( ETR:SOW ), is not the largest company out there, but it received a lot of attention from...Buying Opportunity • Feb 04Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 7.3%. The fair value is estimated to be €41.95, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.7% per annum over the last 3 years. Earnings per share has declined by 25% per annum over the last 3 years.Reported Earnings • Jan 29Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: €1.13 (down from €1.29 in FY 2020). Revenue: €833.8m (flat on FY 2020). Net income: €83.9m (down 12% from FY 2020). Profit margin: 10% (down from 12% in FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.2%. Over the next year, revenue is forecast to grow 7.0%, compared to a 13% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Dec 14Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €33.44, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 30x in the Software industry in Germany. Total returns to shareholders of 15% over the past three years.Reported Earnings • Oct 23Third quarter 2021 earnings released: EPS €0.22 (vs €0.19 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €198.0m (up 6.8% from 3Q 2020). Net income: €16.3m (up 18% from 3Q 2020). Profit margin: 8.2% (up from 7.4% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Reported Earnings • Jul 23Second quarter 2021 earnings released: EPS €0.45 (vs €0.29 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €218.2m (up 6.6% from 2Q 2020). Net income: €33.1m (up 53% from 2Q 2020). Profit margin: 15% (up from 11% in 2Q 2020). The increase in margin was driven by higher revenue. 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 1% per year, which means it has not declined as severely as earnings.Upcoming Dividend • May 06Upcoming dividend of €0.76 per shareEligible shareholders must have bought the stock before 13 May 2021. Payment date: 18 May 2021. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (3.1%). Higher than average of industry peers (1.6%).Reported Earnings • Mar 25Full year 2020 earnings released: EPS €1.29 (vs €2.10 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €834.8m (down 6.3% from FY 2019). Net income: €95.7m (down 38% from FY 2019). Profit margin: 12% (down from 17% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 6% per year.Is New 90 Day High Low • Feb 22New 90-day high: €37.42The company is up 4.0% from its price of €35.94 on 24 November 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €48.25 per share.Reported Earnings • Jan 28Full year 2020 earnings released: EPS €1.29 (vs €2.10 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €834.8m (down 6.3% from FY 2019). Net income: €95.7m (down 38% from FY 2019). Profit margin: 12% (down from 17% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 8% per year and the company’s share price has also fallen by 8% per year.Analyst Estimate Surprise Post Earnings • Jan 28Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 0.2%. Earnings per share (EPS) missed analyst estimates by 1.7%. Over the next year, revenue is forecast to stay flat compared to a 18% growth forecast for the Software industry in Germany.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: SOW German 시장에서 주목할만한 배당금을 지급하지 않으므로 지급이 안정적인지 확인할 필요가 없습니다.배당금 증가: SOW German 시장에서 주목할만한 배당금을 지급하지 않으므로 지급액이 증가하는지 확인할 필요가 없습니다.배당 수익률 vs 시장Software 배당 수익률 vs 시장SOW의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (SOW)0.1%시장 하위 25% (DE)1.5%시장 상위 25% (DE)4.5%업계 평균 (Software)1.7%분석가 예측 (SOW) (최대 3년)n/a주목할만한 배당금: SOW 의 배당금( 0.14% )은 German 시장에서 배당금 지급자의 하위 25%( 1.54% )와 비교해 주목할 만하지 않습니다.고배당: SOW 의 배당금( 0.14% )은 German 시장에서 배당금 지급자의 상위 25%( 4.52% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: SOW German 시장에서 주목할만한 배당금을 지급하지 않습니다.주주 현금 배당현금 흐름 범위: SOW 배당금을 지급하고 있지만 회사에는 잉여현금흐름이 없습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YDE 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2024/05/22 23:08종가2024/02/23 00:00수익2023/12/31연간 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 소스Software Aktiengesellschaft는 20명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Andrew GardinerBarclaysGerhard OrgonasBerenbergIsalina TrocherieBNP Paribas17명의 분석가 더 보기
Upcoming Dividend • May 11Upcoming dividend of €0.05 per share at 0.1% yieldEligible shareholders must have bought the stock before 18 May 2023. Payment date: 22 May 2023. Payout ratio is a comfortable 19% but the company is paying out more than the cash it is generating. Trailing yield: 0.1%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (1.6%).
분석 기사 • May 18Software (ETR:SOW) Has Affirmed Its Dividend Of €0.76The board of Software Aktiengesellschaft ( ETR:SOW ) has announced that it will pay a dividend on the 20th of May, with...
Upcoming Dividend • May 11Upcoming dividend of €0.76 per shareEligible shareholders must have bought the stock before 18 May 2022. Payment date: 20 May 2022. Payout ratio is a comfortable 62% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (4.3%). Higher than average of industry peers (2.0%).
분석 기사 • Apr 28Software's (ETR:SOW) Dividend Will Be €0.76Software Aktiengesellschaft ( ETR:SOW ) has announced that it will pay a dividend of €0.76 per share on the 20th of...
분석 기사 • Apr 09Software (ETR:SOW) Has Re-Affirmed Its Dividend Of €0.76The board of Software Aktiengesellschaft ( ETR:SOW ) has announced that it will pay a dividend on the 20th of May, with...
Upcoming Dividend • May 06Upcoming dividend of €0.76 per shareEligible shareholders must have bought the stock before 13 May 2021. Payment date: 18 May 2021. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (3.1%). Higher than average of industry peers (1.6%).
공시 • Dec 28Software AG Reportedly Eyes Sale of Further Platforms After IBM DealSoftware Aktiengesellschaft (XTRA:SOW) has invited competitors and investors to submit bids for two software platforms and is looking at options for a third one, the Handelsblatt daily reported on December 27, 2023, citing sources familiar with the talks. Software AG, which is majority-owned by private equity firm Silver Lake Technology Management, L.L.C., is looking for interested parties for its TrendMiner NV and Cumulocity GmbH platforms, according to Handelsblatt. In addition, options are being examined for its alfabet GmbH (Alfabet software), the report said. Trend Miner is used for data analysis for industry, Cumulocity is a software used for the 'Internet of Things' and Alfabet helps with the visualisation of company architecture. Software AG was not immediately available for comment.
공시 • Dec 23+ 1 more updateSoftware Aktiengesellschaft, Annual General Meeting, May 24, 2024Software Aktiengesellschaft, Annual General Meeting, May 24, 2024. Location: darmstadtium Darmstadt, Germany Darmstadt Germany
공시 • Dec 18Silver Lake Announces an Offer to Delist Software AGUS IT services giant International Business Machines Corporation, or IBM, announced on December 18, 2023 a EUR 2.13 billion (USD 2.33 billion) deal to acquire two enterprise technology platforms from Software AG, a German software company majority owned by US private equity firm Silver Lake Technology Management, L.L.C. Software AG is currently majority owned by Silver Lake, which has recently acquired a 93.3% stake in a deal that valued the entire business at EUR 2.6 billion. Silver Lake also announced on December 18, 2023 an offer of EUR 32 per share to delist Software AG.
공시 • Oct 24Silver Lake Technology Management, L.L.C. and Mosel Bidco SE acquired a 5% stake in Software Aktiengesellschaft.Silver Lake Technology Management, L.L.C. and Mosel Bidco SE acquired a 5% stake in Software Aktiengesellschaft on October 23, 2023. Silver Lake Technology Management, L.L.C. and Mosel Bidco SE completed the acquisition of a 5% stake in Software Aktiengesellschaft on October 23, 2023.
공시 • Sep 25Software Aktiengesellschaft(XTRA:SOW) dropped from S&P Global BMI IndexSoftware Aktiengesellschaft(XTRA:SOW) dropped from S&P Global BMI Index
공시 • Jul 22Silver Lake Continues to Intend to Pursue A Delisting of Software AGSilver Lake together with Mosel Bidco SE, a holding company controlled by funds managed or advised by Silver Lake ("Silver Lake"), announced the final results of the Additional Acceptance Period whereby it has secured a total stake of 84.29 % of shares in Software Aktiengesellschaft as of 17 July 2023. This excludes bonds convertible into Software AG shares held by Silver Lake. Subject to regulatory approval by the relevant investment-control authorities, closing of the transaction is expected in fourth quarter 2023. Christian Lucas, Co-head EMEA at Silver Lake, said: "We are pleased to have reached such a successful outcome for our tender offer made to Software AG shareholders. We look forward to working with the management team to execute the company's multi-year transformation plan." Silver Lake reiterates that it does not require a domination and profit and loss transfer agreement (DPLTA) to finance its offer or achieve its economic and strategic objectives. After closing of the tender offer, Silver Lake continues to intend to pursue a delisting of Software AG to support management with implementation of its strategy in a non-listed environment, and with the backing of Silver Lake as Software AG's new majority shareholder.
공시 • Jul 18Software Aktiengesellschaft to Report First Half, 2023 Results on Aug 11, 2023Software Aktiengesellschaft announced that they will report first half, 2023 results on Aug 11, 2023
공시 • Jun 15Silver Lake Confirms its Plan to Pursue Delisting of Software AG After Closing the OfferSilver Lake Technology Management, L.L.C. has waived the minimum acceptance threshold of 50% plus one share in its EUR 2.4 billion (USD 2.59 billion) tender offer for German enterprise software developer Software AG, while also extending the acceptance period. Silver Lake said on June 13, 2023 that it does not require majority control to finance the offer or to underpin its investment strategy. The US firm “is comfortable to support Software AG on its multi-year transformation journey in a private setting out of a substantial minority position,” it said. Silver Lake has already secured a stake of about 31% in Software AG, making it the new largest and anchor shareholder of the German company. The private equity firm confirmed its plan to pursue a delisting of Software AG after closing the offer. Because of the amended threshold condition, the acceptance period has been extended by two weeks until June 28, 2023.
공시 • Jun 14Silver Lake to Likely Abandon Software AG Acceptance ThresholdSilver Lake Technology Management, L.L.C. will likely drop the acceptance threshold for its contentious EUR 2.4 Billion acquisition bid for Software AG (Software Aktiengesellschaft), Bloomberg's Eyk Henning, Aaron Kirchfeld, and Jan-Henrik-Foerster report, citing people with knowledge of the matter. The private equity firm is leaning towards abandoning a condition that its offer win support from investors owning just over 50% of the German company, the authors say.
Upcoming Dividend • May 11Upcoming dividend of €0.05 per share at 0.1% yieldEligible shareholders must have bought the stock before 18 May 2023. Payment date: 22 May 2023. Payout ratio is a comfortable 19% but the company is paying out more than the cash it is generating. Trailing yield: 0.1%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (1.6%).
Price Target Changed • Apr 27Price target increased by 9.8% to €26.81Up from €24.41, the current price target is an average from 12 analysts. New target price is 12% below last closing price of €30.30. Stock is up 2.7% over the past year. The company is forecast to post earnings per share of €0.84 for next year compared to €0.26 last year.
Price Target Changed • Apr 24Price target increased by 8.6% to €26.81Up from €24.69, the current price target is an average from 13 analysts. New target price is 9.9% below last closing price of €29.76. Stock is down 3.6% over the past year. The company is forecast to post earnings per share of €0.85 for next year compared to €0.26 last year.
Reported Earnings • Mar 31Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: €0.26 (down from €1.13 in FY 2021). Revenue: €958.2m (up 15% from FY 2021). Net income: €19.0m (down 77% from FY 2021). Profit margin: 2.0% (down from 10% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) missed analyst estimates by 73%. Revenue is forecast to grow 5.2% 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 fallen by 37% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
공시 • Feb 14Software Aktiengesellschaft announced that it has received AUD 4.5 million in fundingSoftware Aktiengesellschaft announced a private placement of 136,363,636 common shares at an issue price of AUD 0.033 per share for the gross proceeds of AUD 4.5 million on February 13, 2023.
Major Estimate Revision • Feb 08Consensus EPS estimates fall by 27%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from €1.42 to €1.03 per share. Revenue forecast steady at €1.02b. Net income forecast to grow 303% next year vs 26% growth forecast for Software industry in Germany. Consensus price target down from €29.18 to €26.25. Share price fell 6.0% to €20.50 over the past week.
Reported Earnings • Feb 05Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: €0.26 (down from €1.13 in FY 2021). Revenue: €958.2m (up 15% from FY 2021). Net income: €19.0m (down 77% from FY 2021). Profit margin: 2.0% (down from 10% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates by 71%. Revenue is forecast to grow 4.8% 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 fallen by 37% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
Price Target Changed • Feb 03Price target decreased by 7.3% to €27.04Down from €29.18, the current price target is an average from 14 analysts. New target price is 30% above last closing price of €20.80. Stock is down 38% over the past year. The company is forecast to post earnings per share of €0.90 for next year compared to €1.13 last year.
Buying Opportunity • Feb 01Now 23% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €28.29, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 31%. Revenue is forecast to grow by 21% in 2 years. Earnings is forecast to grow by 167% in the next 2 years.
공시 • Feb 01Software Aktiengesellschaft to Report Fiscal Year 2022 Final Results on Mar 28, 2023Software Aktiengesellschaft announced that they will report fiscal year 2022 final results on Mar 28, 2023
공시 • Jan 25Software AG Announces Results of New Global Survey of over 2,000 Senior It Decision-Makers from the U.S., Canada, U.K., Germany and FranceSoftware AG announced the results of a new global survey of over 2,000 senior IT decision-makers from the U.S., Canada, U.K., Germany and France. It finds that the majority (84%) of organizations will prioritize commercial objectives over sustainability in the face of economic challenges. This is despite the fact that almost all (95%) leaders agree sustainability is either a top or high priority and a similar number (97%) agree that other firms' sustainability credentials are either essential or important in their own buying decisions. The annual Reality Check report seeks to investigate how technology initiatives can benefit both sustainability and commercial objectives. Despite the difficulties of delivering sustainability initiatives, 87% of companies believe that they will lose investors if they don't have a clear strategy and many lack the technology to deliver one. In almost a third (32%) of cases the necessary technology is simply not in place. And even when it is available, it is poorly implemented or used by almost half (47%) of companies. In particular, 36% say that they are unable to effectively track the progress of sustainability initiatives to determine whether they are effective. The majority (87%) of organizations tackle sustainability and digital transformation separately. The Reality Check report shows how an integrated approach can address multiple challenges at once. Promisingly, a third (33%) of organizations have already integrated sustainability plans into their technology roadmap.
분석 기사 • Jan 22A Look At The Fair Value Of Software Aktiengesellschaft (ETR:SOW)How far off is Software Aktiengesellschaft ( ETR:SOW ) from its intrinsic value? Using the most recent financial data...
분석 기사 • Dec 19Does Software (ETR:SOW) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 • Nov 13Returns On Capital At Software (ETR:SOW) Paint A Concerning PictureIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Price Target Changed • Oct 14Price target decreased to €30.29Down from €32.71, the current price target is an average from 14 analysts. New target price is 45% above last closing price of €20.82. Stock is down 50% over the past year. The company is forecast to post earnings per share of €1.14 for next year compared to €1.13 last year.
공시 • Oct 14+ 3 more updatesSoftware Aktiengesellschaft, Annual General Meeting, May 17, 2023Software Aktiengesellschaft, Annual General Meeting, May 17, 2023.
공시 • Sep 30Software Aktiengesellschaft to Report Q4, 2022 Results on Feb 01, 2023Software Aktiengesellschaft announced that they will report Q4, 2022 results on Feb 01, 2023
분석 기사 • Sep 20Is Software (ETR:SOW) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 • Aug 13Software (ETR:SOW) Might Be Having Difficulty Using Its Capital EffectivelyIf 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...
Reported Earnings • Jul 31Second quarter 2022 earnings: EPS misses analyst expectationsSecond quarter 2022 results: EPS: €0.24 (down from €0.45 in 2Q 2021). Revenue: €226.9m (up 4.0% from 2Q 2021). Net income: €17.5m (down 47% from 2Q 2021). Profit margin: 7.7% (down from 15% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 11%, compared to a 7.8% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Price Target Changed • Jul 20Price target decreased to €34.23Down from €37.23, the current price target is an average from 12 analysts. New target price is 23% above last closing price of €27.88. Stock is down 29% over the past year. The company is forecast to post earnings per share of €1.19 for next year compared to €1.13 last year.
분석 기사 • Jul 06At €29.22, Is Software Aktiengesellschaft (ETR:SOW) Worth Looking At Closely?Software Aktiengesellschaft ( ETR:SOW ), is not the largest company out there, but it saw significant share price...
분석 기사 • Jun 21Software (ETR:SOW) Seems To Use Debt Rather SparinglyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 • May 18Software (ETR:SOW) Has Affirmed Its Dividend Of €0.76The board of Software Aktiengesellschaft ( ETR:SOW ) has announced that it will pay a dividend on the 20th of May, with...
Upcoming Dividend • May 11Upcoming dividend of €0.76 per shareEligible shareholders must have bought the stock before 18 May 2022. Payment date: 20 May 2022. Payout ratio is a comfortable 62% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (4.3%). Higher than average of industry peers (2.0%).
Reported Earnings • Apr 29First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: EPS: €0.24 (up from €0.14 in 1Q 2021). Revenue: €206.0m (up 13% from 1Q 2021). Net income: €17.6m (up 73% from 1Q 2021). Profit margin: 8.6% (up from 5.6% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.9%. Earnings per share (EPS) missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 10%, compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
분석 기사 • Apr 28Software's (ETR:SOW) Dividend Will Be €0.76Software Aktiengesellschaft ( ETR:SOW ) has announced that it will pay a dividend of €0.76 per share on the 20th of...
분석 기사 • Apr 09Software (ETR:SOW) Has Re-Affirmed Its Dividend Of €0.76The board of Software Aktiengesellschaft ( ETR:SOW ) has announced that it will pay a dividend on the 20th of May, with...
분석 기사 • Apr 06These Return Metrics Don't Make Software (ETR:SOW) Look Too StrongIf you're looking at a mature business that's past the growth phase, what are some of the underlying trends that pop...
분석 기사 • Mar 21Does Software (ETR:SOW) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €28.10, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 28x in the Software industry in Germany. Total loss to shareholders of 6.6% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €50.46 per share.
분석 기사 • Mar 03Is There Now An Opportunity In Software Aktiengesellschaft (ETR:SOW)?Software Aktiengesellschaft ( ETR:SOW ), is not the largest company out there, but it received a lot of attention from...
Buying Opportunity • Feb 04Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 7.3%. The fair value is estimated to be €41.95, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.7% per annum over the last 3 years. Earnings per share has declined by 25% per annum over the last 3 years.
Reported Earnings • Jan 29Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: €1.13 (down from €1.29 in FY 2020). Revenue: €833.8m (flat on FY 2020). Net income: €83.9m (down 12% from FY 2020). Profit margin: 10% (down from 12% in FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.2%. Over the next year, revenue is forecast to grow 7.0%, compared to a 13% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Dec 14Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €33.44, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 30x in the Software industry in Germany. Total returns to shareholders of 15% over the past three years.
Reported Earnings • Oct 23Third quarter 2021 earnings released: EPS €0.22 (vs €0.19 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €198.0m (up 6.8% from 3Q 2020). Net income: €16.3m (up 18% from 3Q 2020). Profit margin: 8.2% (up from 7.4% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Reported Earnings • Jul 23Second quarter 2021 earnings released: EPS €0.45 (vs €0.29 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €218.2m (up 6.6% from 2Q 2020). Net income: €33.1m (up 53% from 2Q 2020). Profit margin: 15% (up from 11% in 2Q 2020). The increase in margin was driven by higher revenue. 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 1% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • May 06Upcoming dividend of €0.76 per shareEligible shareholders must have bought the stock before 13 May 2021. Payment date: 18 May 2021. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (3.1%). Higher than average of industry peers (1.6%).
Reported Earnings • Mar 25Full year 2020 earnings released: EPS €1.29 (vs €2.10 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €834.8m (down 6.3% from FY 2019). Net income: €95.7m (down 38% from FY 2019). Profit margin: 12% (down from 17% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 6% per year.
Is New 90 Day High Low • Feb 22New 90-day high: €37.42The company is up 4.0% from its price of €35.94 on 24 November 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €48.25 per share.
Reported Earnings • Jan 28Full year 2020 earnings released: EPS €1.29 (vs €2.10 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €834.8m (down 6.3% from FY 2019). Net income: €95.7m (down 38% from FY 2019). Profit margin: 12% (down from 17% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 8% per year and the company’s share price has also fallen by 8% per year.
Analyst Estimate Surprise Post Earnings • Jan 28Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 0.2%. Earnings per share (EPS) missed analyst estimates by 1.7%. Over the next year, revenue is forecast to stay flat compared to a 18% growth forecast for the Software industry in Germany.