View ValuationEndava 향후 성장Future 기준 점검 3/6Endava (는) 각각 연간 96.6% 및 2.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 98% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 11.4% 로 예상됩니다.핵심 정보96.6%이익 성장률97.99%EPS 성장률IT 이익 성장12.6%매출 성장률2.6%향후 자기자본이익률11.42%애널리스트 커버리지Good마지막 업데이트22 May 2026최근 향후 성장 업데이트공시 • 15hEndava plc Provides Earnings Guidance for the Fourth Quarter and Full Fiscal Year 2026Endava plc provided earnings guidance for the fourth quarter and full Fiscal Year 2026. For the quarter, company expects revenue will be in the range of GBP 181.0 million to GBP 185.0 million. For the year, company expected expects revenue will be in the range of GBP 721.8 million to GBP 725.8 million.공시 • Feb 19Endava plc Provides Earnings Guidance for the Third Quarter and Full Fiscal Year 2026Endava plc provided earnings guidance for the third Quarter and full Fiscal Year 2026 . For the quarter, company expects revenue will be in the range of £182.0 million to £185.0 million, representing a constant currency revenue decline of between (4.0)% and (2.5)% on a year over year basis. For the year, company expected expects revenue will be in the range of £736.0 million to £750.0 million, representing a constant currency revenue decline of between (3.5)% and (1.5)% on a year over year basis.공시 • Nov 12Endava plc Provides Earnings Guidance for Second Quarter and Full Year 2026Endava plc provided earnings guidance for second quarter and full year 2026. For the quarter the company expects revenue will be in the range of £179.0 million to £182.0 million, representing a constant currency revenue decline of between (8.0)% and (7.0)% on a year over year basis. Full Fiscal Year 2026, the company expects revenue will be in the range of £735.0 million to £752.0 million, representing a constant currency revenue change of between (4.5)% and (2.5)% on a year over year basis.공시 • Sep 04Endava plc Provides Earnings Guidance for the First Quarter and Full Fiscal Year 2026Endava plc provided earnings guidance for the first quarter and full fiscal year 2026. For the quarter, the company expects revenue will be in the range of £181.0 million to £183.0 million, representing a constant currency revenue decrease of between (6.0)% and (5.0)% on a year over year basis. For the year, the company expects revenue will be in the range of £750.0 million to £765.0 million, representing a constant currency revenue change of between (1.5)% and 0.5% on a year over year basis.공시 • May 15Endava plc Provides Earnings Guidance for the Fourth Quarter and Full Year of 2025Endava plc provided earnings guidance for the fourth quarter and full year of 2025. For the fourth quarter of 2025, Endava expects revenue will be in the range of £186.0 million to £188.0 million, representing a constant currency revenue change of between (1.0)% and 0.0% on a year over year basis. For the full year, Endava expects revenue will be in the range of £771.5 million to £773.5 million, representing a constant currency revenue increase of between 6.0% and 6.5% on a year over year basis. This guidance for the fourth quarter and full fiscal year 2025 assumes the exchange rates on April 30, 2025 (when the exchange rate was GBP 1 to USD 1.34 and EUR 1.18).공시 • Nov 12Endava plc Provides Earnings Guidance for the Second Quarter and Full Fiscal Year 2025Endava plc provided earnings guidance for the second quarter and Full Fiscal Year 2025. For the quarter, the company expects revenue will be in the range of £195.0 million to £197.0 million, representing a constant currency revenue increase of between 8.5% and 9.5% on a year over year basis. For the year, the company expects revenue will be in the range of £800.0 million to £810.0 million, representing a constant currency revenue increase of between 10.0% and 11.5% on a year over year basis.모든 업데이트 보기Recent updates공시 • 1hEndava plc Reports Goodwill Impairment Charges for the Third Quarter Ended March 31, 2026Endava plc reported goodwill impairment charges for the third quarter ended March 31, 2026. For the quarter, the company reported an impairment of GBP 364,624,000 against goodwill, which is included as an exceptional item in the condensed consolidated statements of comprehensive income. This goodwill impairment has arisen due to the performance of the Company in the year to date, as well as management's reforecast of the Company's future performance through to fiscal year 2031 and into perpetuity, by comparing the Company's recoverable amount derived from future forecasts to the Company's enterprise value.공시 • 15hEndava plc Provides Earnings Guidance for the Fourth Quarter and Full Fiscal Year 2026Endava plc provided earnings guidance for the fourth quarter and full Fiscal Year 2026. For the quarter, company expects revenue will be in the range of GBP 181.0 million to GBP 185.0 million. For the year, company expected expects revenue will be in the range of GBP 721.8 million to GBP 725.8 million.New Risk • May 22New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 0.2x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.2x net interest cover). Minor Risk Share price has been volatile over the past 3 months (12% average weekly change).Board Change • May 20High number of new directorsChair of Global Advisory Board & Chief Engagement Officer Alastair Lukies was the last director to join the board, commencing their role in 2025.공시 • May 08Endava plc to Report Q3, 2026 Results on May 21, 2026Endava plc announced that they will report Q3, 2026 results at 9:30 AM, US Eastern Standard Time on May 21, 2026공시 • Feb 19Endava plc Provides Earnings Guidance for the Third Quarter and Full Fiscal Year 2026Endava plc provided earnings guidance for the third Quarter and full Fiscal Year 2026 . For the quarter, company expects revenue will be in the range of £182.0 million to £185.0 million, representing a constant currency revenue decline of between (4.0)% and (2.5)% on a year over year basis. For the year, company expected expects revenue will be in the range of £736.0 million to £750.0 million, representing a constant currency revenue decline of between (3.5)% and (1.5)% on a year over year basis.공시 • Feb 06Endava plc to Report Q2, 2026 Results on Feb 19, 2026Endava plc announced that they will report Q2, 2026 results Pre-Market on Feb 19, 2026공시 • Nov 18Endava Launches Dava.Rise to Accelerate Enterprise InnovationEndava announced the launch of Dava.Rise, a new programme designed to connect high-potential scale-ups with global enterprises seeking to accelerate innovation. Dava.Rise bridges the gap between enterprise demand for rapid innovation and the solutions emerging from scale-up ecosystem. By utilising Endava’s international industry network, the programme identifies the key challenges and trends faced by enterprises and matches them with pioneering scale-ups. For participating scale-ups, Dava.Rise will look at each organisation’s product-market fit, seeking to demonstrate the value and scalability of proof-of-concept frameworks, and to help accelerate each firm’s commercial pathways to those typically reached later in the venture cycle. Endava’s experts also provide go-to-market support with sales and customer engagement. The programme offers access to mentorships, industry-led workshops, as well as technical guidance so that scale-ups can meet enterprise-grade standards at speed. For enterprises, the programme will provide a credible route to adopting potential new, innovative technologies. In addition, Endava’s partners have the opportunity to engage with a strong pipeline of enterprise targeted scale-ups. Dava.Rise fosters close collaboration between investors, ventures, and industry leaders.공시 • Nov 13Endava plc, Annual General Meeting, Dec 10, 2025Endava plc, Annual General Meeting, Dec 10, 2025. Location: offices of cooley (uk) llp, at 22 bishopsgate, ec2n 4bq, london United Kingdom공시 • Nov 12Endava plc Provides Earnings Guidance for Second Quarter and Full Year 2026Endava plc provided earnings guidance for second quarter and full year 2026. For the quarter the company expects revenue will be in the range of £179.0 million to £182.0 million, representing a constant currency revenue decline of between (8.0)% and (7.0)% on a year over year basis. Full Fiscal Year 2026, the company expects revenue will be in the range of £735.0 million to £752.0 million, representing a constant currency revenue change of between (4.5)% and (2.5)% on a year over year basis.공시 • Oct 29Endava plc to Report Q1, 2026 Results on Nov 11, 2025Endava plc announced that they will report Q1, 2026 results Pre-Market on Nov 11, 2025공시 • Sep 04Endava plc Provides Earnings Guidance for the First Quarter and Full Fiscal Year 2026Endava plc provided earnings guidance for the first quarter and full fiscal year 2026. For the quarter, the company expects revenue will be in the range of £181.0 million to £183.0 million, representing a constant currency revenue decrease of between (6.0)% and (5.0)% on a year over year basis. For the year, the company expects revenue will be in the range of £750.0 million to £765.0 million, representing a constant currency revenue change of between (1.5)% and 0.5% on a year over year basis.Valuation Update With 7 Day Price Move • Aug 28Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €12.50, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 16x in the IT industry in Germany. Total loss to shareholders of 88% over the past three years.공시 • Aug 22Endava plc to Report Q4, 2025 Results on Sep 04, 2025Endava plc announced that they will report Q4, 2025 results Pre-Market on Sep 04, 2025Board Change • Aug 18High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Chair of Global Advisory Board & Chief Engagement Officer Alastair Lukies was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.공시 • Jul 08Endava plc Announces Executive ChangesEndava plc announced changes to its executive team. John Cotterell, CEO, has assumed additional operational responsibilities for the sales and go-to-market strategy, reflecting a strategic move towards a more centralised leadership model. This follows the retirement of Julian Bull, Endava’s Chief Operating Officer. As part of this broader leadership evolution, Alastair Lukies CBEhas joined Endava as Chief Engagement Officer,with a specific focus on further deepening stakeholder engagement, externally and internally. Alastair is also responsible for chairing Endava’s recently announced Global Advisory Board as the business focuses on AI driven growth. The Global Advisory Board’s members bring a plethora of experience across industries and regions, reflecting the breadth of the technology industry today. Returning to a senior leadership role, Rob Machin has been appointed Chief People and Locations Officer. Rob, a former COO of the company, will focus on building on the strong engineering culture to continue to deliver significant value to the clients in both complex programmes of core systems modernisation and by utilising productivity gains from use of AI technologies. Rob succeeds David Churchill, Chief People Officer, who has stepped down from the role and will leave the company.공시 • Jun 24Endava Announces the Formation of Global Advisory BoardEndava announced the formation of its global advisory board. Following 18 months of embedding AI across its own operations and collaborating with strategic partners and clients to drive AI-powered business outcomes, Endava has formed a prestigious group of advisors and ambassadors to help Endava in aiding the world’s leading companies harness the power of AI to achieve transformative results. Their remit includes advising Endava’s leadership on growth strategies in technology-related sectors; offering insights and perspectives on wider industry trends and market opportunities; and supporting Endava and its clients in navigating global challenges and opportunities in technology transformation. The advisory group has been carefully selected to cover key industries, use cases and themes that are transforming the way the world works. Chaired by Alastair Lukies CBE and with Dame Alison Rose as Co-Chair, it will support Endava’s executive leadership and industry stakeholders to provide cutting edge technology services. The Global Advisory Board’s members bring a plethora of experience across industries and regions, reflecting the breadth of the technology industry today. In addition to Lukies and Rose, members include Lord Christopher Holmes of Richmond MBE, member of the House of Lords; Dr Orlando Machado, former Chief Data Officer at the LEGO Group; Adam Banks, former CIO at Maersk; Simon Jones, international relations expert and celebrated author; Stephen C. Daffron, Co-Founder of Motive Partners; Garry Lyons, Founder and CEO of Shipyard Technology Ventures; John W. Thompson, Venture Partner at Lightspeed; Sandi Thompson, immigration attorney and former IBM executive; Sam Balaji, Tech Investor and former Global CEO of Deloitte Consulting and David Yates, former President at Mastercard.공시 • May 15Endava plc Provides Earnings Guidance for the Fourth Quarter and Full Year of 2025Endava plc provided earnings guidance for the fourth quarter and full year of 2025. For the fourth quarter of 2025, Endava expects revenue will be in the range of £186.0 million to £188.0 million, representing a constant currency revenue change of between (1.0)% and 0.0% on a year over year basis. For the full year, Endava expects revenue will be in the range of £771.5 million to £773.5 million, representing a constant currency revenue increase of between 6.0% and 6.5% on a year over year basis. This guidance for the fourth quarter and full fiscal year 2025 assumes the exchange rates on April 30, 2025 (when the exchange rate was GBP 1 to USD 1.34 and EUR 1.18).공시 • May 01Endava plc to Report Q3, 2025 Results on May 14, 2025Endava plc announced that they will report Q3, 2025 results Pre-Market on May 14, 2025공시 • Feb 21+ 1 more updateEndava plc (NYSE:DAVA) announces an Equity Buyback for $100 million worth of its shares.Endava plc (NYSE:DAVA) announces a share repurchase program. Under the program, the company will repurchase up to $100 million worth of its Class A ordinary shares (in the form of American Depositary Shares). The Company intends to fund the share repurchases through a combination of cash generated from operations and drawing debt funding through its revolving credit facility. The program is subject to shareholder approval, which the company intend to seek at a general meeting to be held on or around March 14, 2025.공시 • Feb 06Endava plc to Report Q2, 2025 Results on Feb 20, 2025Endava plc announced that they will report Q2, 2025 results Pre-Market on Feb 20, 2025Buy Or Sell Opportunity • Nov 15Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at €26.80. The fair value is estimated to be €33.97, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has declined by 26%. For the next 3 years, revenue is forecast to grow by 9.8% per annum. Earnings are also forecast to grow by 43% per annum over the same time period.공시 • Nov 14Endava plc, Annual General Meeting, Dec 12, 2024Endava plc, Annual General Meeting, Dec 12, 2024. Location: at 22 bishopsgate, ec2n 4bq, london United KingdomReported Earnings • Nov 14First quarter 2025 earnings released: EPS: UK£0.038 (vs UK£0.21 in 1Q 2024)First quarter 2025 results: EPS: UK£0.038 (down from UK£0.21 in 1Q 2024). Revenue: UK£195.1m (up 3.5% from 1Q 2024). Net income: UK£2.25m (down 82% from 1Q 2024). Profit margin: 1.2% (down from 6.6% in 1Q 2024). Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the IT 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 fallen by 43% per year, which means it is performing significantly worse than earnings.공시 • Nov 12Endava plc Provides Earnings Guidance for the Second Quarter and Full Fiscal Year 2025Endava plc provided earnings guidance for the second quarter and Full Fiscal Year 2025. For the quarter, the company expects revenue will be in the range of £195.0 million to £197.0 million, representing a constant currency revenue increase of between 8.5% and 9.5% on a year over year basis. For the year, the company expects revenue will be in the range of £800.0 million to £810.0 million, representing a constant currency revenue increase of between 10.0% and 11.5% on a year over year basis.Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €25.20, the stock trades at a forward P/E ratio of 57x. Average forward P/E is 15x in the IT industry in Germany. Total loss to shareholders of 83% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €32.80 per share.공시 • Oct 29Endava plc to Report Q1, 2025 Results on Nov 12, 2024Endava plc announced that they will report Q1, 2025 results Pre-Market on Nov 12, 2024New Risk • Sep 22New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.1% average weekly change). Profit margins are more than 30% lower than last year (2.3% net profit margin). Shareholders have been diluted in the past year (2.2% increase in shares outstanding).Reported Earnings • Sep 20Full year 2024 earnings released: EPS: UK£0.29 (vs UK£1.64 in FY 2023)Full year 2024 results: EPS: UK£0.29 (down from UK£1.64 in FY 2023). Revenue: UK£740.8m (down 6.8% from FY 2023). Net income: UK£17.1m (down 82% from FY 2023). Profit margin: 2.3% (down from 12% in FY 2023). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 37% per year, which means it is performing significantly worse than earnings.공시 • Sep 20Endava plc Provides Earnings Guidance for the First Quarter and Full Year 2025Endava plc provided earnings guidance for the first quarter and full year 2025. for the quarter, the company expects revenue will be in the range of £194.0 million to £195.0 million, representing a constant currency revenue increase of between 4.5% and 5.0% on a year over year basis. For the year, the company expects revenue will be in the range of £800.0 million to £810.0 million, representing a constant currency revenue increase of between 10.0% and 11.5% on a year over year basis.공시 • Sep 06Endava plc to Report Q4, 2024 Results on Sep 19, 2024Endava plc announced that they will report Q4, 2024 results Pre-Market on Sep 19, 2024공시 • Aug 27Scott+Scott Attorneys at Law LLP Files Securities Class Action Against Endava, PLCScott+Scott Attorneys at Law LLP (“Scott+Scott”) has filed a securities class action lawsuit in the United States District Court for the Southern District of New York against Endava, PLC, and certain of its former and current officers and/or directors. The Class Action asserts claims under §§10(b) and 20(a) of the Securities Exchange Act of 1934 (15 U.S.C. §§78j(b) and 78t(a)) and U.S. Securities and Exchange Commission Rule 10b-5 promulgated thereunder (17 C.F.R. §240.10b-5) on behalf of all persons other than Defendants who purchased or otherwise acquired Endava securities between May 23, 2023, and February 28, 2024, inclusive, and were damaged thereby. The Class Action filed by Scott+Scott is captioned: Mueller v. Endava, PLC., et al.,Case No. 1:24-cv-06423.New Risk • Jul 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Profit margins are more than 30% lower than last year (5.7% net profit margin). Shareholders have been diluted in the past year (2.5% increase in shares outstanding).Valuation Update With 7 Day Price Move • Jun 27Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €26.60, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 15x in the IT industry in Germany. Total loss to shareholders of 73% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €43.82 per share.Reported Earnings • May 24Third quarter 2024 earnings released: UK£0.03 loss per share (vs UK£0.42 profit in 3Q 2023)Third quarter 2024 results: UK£0.03 loss per share (down from UK£0.42 profit in 3Q 2023). Revenue: UK£174.4m (down 14% from 3Q 2023). Net loss: UK£1.74m (down 107% from profit in 3Q 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 32% per year, which means it is significantly lagging earnings.공시 • May 24Endava plc Provides Earnings Guidance for the Fourth Quarter and Full Fiscal Year 2024Endava plc provided earnings guidance for the fourth quarter and full fiscal year 2024. For the quarter, the company expects revenue will be in the range of £195.0 million to £197.0 million, representing a constant currency revenue growth of between 3.5% and 4.5% on a year over year basis.For the year, the company expects revenue will be in the range of £741.0 million to £743.0 million, representing a constant currency revenue decrease of between 4.5% and 4.0% on a year over year basis.공시 • May 11Endava plc to Report Q3, 2024 Results on May 23, 2024Endava plc announced that they will report Q3, 2024 results Pre-Market on May 23, 2024공시 • Apr 30Endava plc Creates Agentic AI Industry Accelerator for Highly Regulated IndustriesEndava plc announced the launch of its innovative agentic AI industry accelerator, internally designated as Morpheus. The first of its kind, the accelerator and its AI-powered industry tools combine the power of data and multi-agent autonomous teams to tackle complex challenges across all industries, including highly regulated fields like healthcare, insurance, financial services and private equity. To date, large language models (LLMs) and AI have existed in a 'black box' with little insight into how the systems arrive at the answers they provide. Endava is changing this by operationalising LLMs around data to overcome common barriers caused by hallucinations, ensuring that all activity is transparent, knowable, and critically, auditable. Rolling out throughout regulated industries, Endava’s agentic accelerator can be used to deliver value in countless ways such as helping insurers with underwriting policies more efficiently, working with analysts on legal or financial research and due diligence efforts and driving the development and testing of new healthcare products. 'Morpheus' represents the first significant step in applying advanced language model operations to automate complex processes within industries with strict regulatory requirements or data transparency needs. The heart of the design is based on three foundational themes: Data at the core with full transparency. Teams of agents to break down complex workflows. Dynamic scaling of teams to accelerate processes. Lead AI agents distribute workload amongst a team of specialist agents, collating their results and orchestrating the next workflow steps while also capturing data for traceability and governance at every step. LLM- and cloud-agnostic, Endava’s AI accelerator is a flexible and trustworthy way to rapidly transform businesses across any industry. Creating data products in this way enables an entirely new avenue of thinking about autonomous teams, removing the notion of constraints and freeing up entire workforces to do more meaningful work.공시 • Apr 11Endava plc (NYSE:DAVA) acquired GalaxE Group, Inc.Endava plc (NYSE:DAVA) agreed to acquire GalaxE Group, Inc for approximately $410 million on February 29, 2024. The consideration is primarily in cash with some stock, of which $30 million is conditional upon future performance of the GalaxE business. The transaction is subject to the completion of customary closing conditions, approvals, including the expiration of the required waiting period under the U.S. Hart-Scott-Rodino Antitrust Improvements Act of 1976 and is expected to close in early April 2024. BofA Securities, Inc. acted as financial advisor and Akin Gump Strauss Hauer & Feld LLP acted as legal advisor to Endava plc (NYSE:DAVA). J.P. Morgan Securities LLC acted as financial advisor and White & Case LLP acted as legal advisor to GalaxE Group, Inc. Endava plc (NYSE:DAVA) completed the acquisition of GalaxE Group, Inc on February 29, 2024.Valuation Update With 7 Day Price Move • Mar 07Investor sentiment deteriorates as stock falls 41%After last week's 41% share price decline to €35.00, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 15x in the IT industry in Germany. Total loss to shareholders of 52% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €54.63 per share.Buy Or Sell Opportunity • Mar 01Now 29% undervalued after recent price dropOver the last 90 days, the stock has fallen 41% to €35.00. The fair value is estimated to be €49.28, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.Reported Earnings • Mar 01Second quarter 2024 earnings released: EPS: UK£0.14 (vs UK£0.26 in 2Q 2023)Second quarter 2024 results: EPS: UK£0.14 (down from UK£0.26 in 2Q 2023). Revenue: UK£183.6m (down 11% from 2Q 2023). Net income: UK£8.35m (down 44% from 2Q 2023). Profit margin: 4.5% (down from 7.3% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.공시 • Mar 01Endava plc (NYSE:DAVA) agreed to acquire GalaxE Group, Inc.Endava plc (NYSE:DAVA) agreed to acquire GalaxE Group, Inc for approximately $405 million on February 29, 2024. The consideration is primarily in cash with some stock, of which $30 million is conditional upon future performance of the GalaxE business. The transaction is subject to the completion of customary closing conditions, approvals, including the expiration of the required waiting period under the U.S. Hart-Scott-Rodino Antitrust Improvements Act of 1976 and is expected to close in early April 2024. BofA Securities, Inc. acted as financial advisor and Akin Gump Strauss Hauer & Feld LLP acted as legal advisor to Endava plc (NYSE:DAVA). J.P. Morgan Securities LLC acted as financial advisor and White & Case LLP acted as legal advisor to GalaxE Group, Inc.공시 • Feb 29Endava plc Provides Earnings Guidance for the Third Quarter and Full Year of 2024Endava plc provided earnings guidance for the third quarter and full year of 2024. for the quarter, the company expects revenue will be in the range of £174.0 million to £176.0 million, representing a constant currency revenue decrease of between 12.0% and 11.0% on a year over year basis. For the full year, the company expects revenue will be in the range of £722.0 million to £735.0 million, representing a constant currency revenue decrease of between 7.0% and 5.0% on a year over year basis.공시 • Feb 13Endava plc to Report Q2, 2024 Results on Feb 29, 2024Endava plc announced that they will report Q2, 2024 results Pre-Market on Feb 29, 2024Reported Earnings • Nov 17First quarter 2024 earnings released: EPS: UK£0.21 (vs UK£0.56 in 1Q 2023)First quarter 2024 results: EPS: UK£0.21 (down from UK£0.56 in 1Q 2023). Revenue: UK£188.4m (down 3.9% from 1Q 2023). Net income: UK£12.4m (down 61% from 1Q 2023). Profit margin: 6.6% (down from 16% in 1Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.공시 • Nov 17Endava plc Provides Guidance for the Second Quarter and for the Full Year 2024Endava plc provided guidance for the second quarter and for the full year 2024. For the quarter, the company expects revenues will be in the range of £184.0 million to £185.0 million, representing a constant currency revenue decrease between 8.5% and 8.0%.For the period, the company expects revenues will be in the range of £791.0 million to £805.0 million, representing constant currency growth between 1.0% and 2.5%.New Risk • Nov 15New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.8% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.9% average weekly change). Shareholders have been diluted in the past year (2.8% increase in shares outstanding).공시 • Nov 14Endava plc, Annual General Meeting, Dec 13, 2023Endava plc, Annual General Meeting, Dec 13, 2023, at 09:30 US Eastern Standard Time. Location: offices of Cooley (UK) LLP, 22 Bishopsgate, London EC2N 4BQ United Kingdom Agenda: To receipt and adoption of the 2023 Annual Report and Accounts; to approve the Directors’ remuneration; to approve appointment and remuneration of the auditor, respectively.; to consider re-election of members of the board of directors in accordance with the Company’s articles of association; and to consider if any other.공시 • Nov 02Endava plc to Report Q1, 2024 Results on Nov 15, 2023Endava plc announced that they will report Q1, 2024 results Pre-Market on Nov 15, 2023Valuation Update With 7 Day Price Move • Oct 28Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €45.80, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 15x in the IT industry in Germany. Total loss to shareholders of 17% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €41.75 per share.Valuation Update With 7 Day Price Move • Sep 26Investor sentiment improves as stock rises 23%After last week's 23% share price gain to €55.00, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 15x in the IT industry in Germany. Total returns to shareholders of 6.8% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €41.43 per share.공시 • Sep 20Endava plc Provides Earnings Outlook for the First Quarter and Full Fiscal Year 2024Endava plc provided earnings outlook for the First Quarter and Full Fiscal Year 2024. For the Quarter, the company expects revenues will be in the range of £186.0 million to £187.0 million, representing constant currency revenue decline between (2.0)% and (1.0)%.For the Year, the company expects revenues will be in the range of £780.0 million to £795.0 million, representing constant currency growth between 1.0% and 3.0%.Reported Earnings • Sep 19Full year 2023 earnings released: EPS: UK£1.64 (vs UK£1.48 in FY 2022)Full year 2023 results: EPS: UK£1.64 (up from UK£1.48 in FY 2022). Revenue: UK£794.7m (up 21% from FY 2022). Net income: UK£94.2m (up 13% from FY 2022). Profit margin: 12% (in line with FY 2022). Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 9.4% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.공시 • Sep 06Endava plc to Report Q4, 2023 Results on Sep 19, 2023Endava plc announced that they will report Q4, 2023 results at 9:30 AM, US Eastern Standard Time on Sep 19, 2023공시 • Aug 05Endava plc acquired TLM Partners, Inc.Endava plc acquired TLM Partners, Inc on August 3, 2023.Endava plc completed the acquisition of TLM Partners, Inc on August 3, 2023.Valuation Update With 7 Day Price Move • Jun 17Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €49.20, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 18x in the IT industry in Germany. Total returns to shareholders of 13% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €34.80 per share.공시 • Jun 10Endava plc (NYSE:DAVA) acquired Dek Corporation Pty Ltd.Endava plc (NYSE:DAVA) acquired Dek Corporation Pty Ltd on June 9, 2023. Endava plc (NYSE:DAVA) Completed the acquisition of Dek Corporation Pty Ltd on June 9, 2023.Reported Earnings • May 24Third quarter 2023 earnings released: EPS: UK£0.42 (vs UK£0.35 in 3Q 2022)Third quarter 2023 results: EPS: UK£0.42 (up from UK£0.35 in 3Q 2022). Revenue: UK£203.5m (up 20% from 3Q 2022). Net income: UK£24.4m (up 21% from 3Q 2022). Profit margin: 12% (in line with 3Q 2022). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 52% 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 24Endava plc Announces Revenue Guidance for the Fourth Quarter and Full Year of 2023Endava plc announced revenue guidance for the fourth quarter and full year of 2023. For the quarter, the company expected revenue to be in the range £187.0 million to £189.0 million, representing constant currency revenue growth of between 3.0% and 4.0%. For the year, the company expected revenue to be in the range £792.0 million to £794.0 million, representing constant currency revenue growth of between 16.0% and 16.5%.Valuation Update With 7 Day Price Move • May 23Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €52.50, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 18x in the IT industry in Germany. Total returns to shareholders of 26% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €47.00 per share.공시 • May 11Endava plc (NYSE:DAVA) acquired Mudbath & Co. Pty Ltd.Endava plc (NYSE:DAVA) acquired Mudbath & Co. Pty Ltd on May 10, 2023. Endava plc (NYSE:DAVA) Completed the acquisition of Mudbath & Co. Pty Ltd on May 10, 2023.공시 • May 10Endava plc to Report Q3, 2023 Results on May 23, 2023Endava plc announced that they will report Q3, 2023 results Pre-Market on May 23, 2023Reported Earnings • Mar 24Second quarter 2023 earnings released: EPS: UK£0.26 (vs UK£0.27 in 2Q 2022)Second quarter 2023 results: EPS: UK£0.26 (down from UK£0.27 in 2Q 2022). Revenue: UK£205.2m (up 30% from 2Q 2022). Net income: UK£15.0m (down 2.5% from 2Q 2022). Profit margin: 7.3% (down from 9.8% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.공시 • Feb 15Endava plc Provides Revenue Guidance for Third Quarter Fiscal Year 2023 and Full Fiscal Year 2023Endava plc provided revenue guidance for third quarter fiscal year 2023 and full fiscal year 2023. For third quarter fiscal year 2023, the company expects revenues will be in the range £201.0 million to £203.0 million, representing constant currency revenue growth of between 14.0% and 15.0%.For full fiscal year 2023, the company expects revenues will be in the range of £812.0 million to £817.0 million, representing constant currency growth of between 19.0% and 20.0%.Reported Earnings • Feb 15Second quarter 2023 earnings released: EPS: UK£0.26 (vs UK£0.27 in 2Q 2022)Second quarter 2023 results: EPS: UK£0.26 (down from UK£0.27 in 2Q 2022). Revenue: UK£205.2m (up 30% from 2Q 2022). Net income: UK£15.0m (down 2.5% from 2Q 2022). Profit margin: 7.3% (down from 9.8% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.공시 • Feb 01Endava plc to Report Q2, 2023 Results on Feb 14, 2023Endava plc announced that they will report Q2, 2023 results at 9:30 AM, US Eastern Standard Time on Feb 14, 2023Reported Earnings • Nov 17First quarter 2023 earnings released: EPS: UK£0.57 (vs UK£0.37 in 1Q 2022)First quarter 2023 results: EPS: UK£0.57 (up from UK£0.37 in 1Q 2022). Revenue: UK£196.2m (up 33% from 1Q 2022). Net income: UK£31.7m (up 54% from 1Q 2022). Profit margin: 16% (up from 14% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 11% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Director Katy Hollister was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • Nov 16+ 1 more updateEndava plc, Annual General Meeting, Dec 12, 2022Endava plc, Annual General Meeting, Dec 12, 2022, at 09:30 US Eastern Standard Time. Location: transact any other matter which the Board may deem fit. London United Kingdom Agenda: To consider receive and adopt the Company’s annual accounts for the financial year ended 30 June 2022 and the associated reports of the Directors and auditors; to consider approve the Directors’ Remuneration Report; to consider appoint PricewaterhouseCoopers LLP as the Company’s auditor; to consider authorise the Board to determine the auditor’s remuneration; to consider re-election of Directors; and to consider other matters.Reported Earnings • Nov 02Full year 2022 earnings released: EPS: UK£1.48 (vs UK£0.79 in FY 2021)Full year 2022 results: EPS: UK£1.48 (up from UK£0.79 in FY 2021). Revenue: UK£654.8m (up 47% from FY 2021). Net income: UK£83.1m (up 91% from FY 2021). Profit margin: 13% (up from 9.7% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 10% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.공시 • Nov 02Endava plc to Report Q1, 2023 Results on Nov 15, 2022Endava plc announced that they will report Q1, 2023 results at 9:30 AM, US Eastern Standard Time on Nov 15, 2022공시 • Nov 01Endava plc Appoints Kathryn Hollister to its Board of DirectorsEndava plc announced the appointment of Kathryn Hollister to its Board of Directors. Ms. Hollister has served as a member of the board of directors of Clear Secure Inc. and as a member of the board’s audit and compensation committees since June 2021. From March 2021 to May 2022, Ms. Hollister served as a member of the board of directors of First Solar Inc. and as a member of the board’s audit and compensation committees. Ms. Hollister was an active partner at Deloitte for over 25 years until September 2020, where she served as the Chief Strategy Officer of Deloitte Global Tax and Legal practice from 2015 until 2019 and in a variety of leadership roles, including Chief Strategy Officer of Deloitte Tax LLP (USA), managing partner of the U.S. Business Tax Service line, and served both public and private clients. Ms. Hollister was a member of the Board of Directors of Deloitte U.S. from 2008 to 2015 and of Deloitte’s Global Board of Directors from 2010 to 2015. In the community, Ms. Hollister served multiple academic and charitable organizations and currently serves on the boards of trustees of Duke University, University of Cincinnati Health Foundation, and the Cincinnati Museum Center. A lawyer (licensed, registered inactive, in State of Ohio) and a certified public accountant (licensed, active in the State of Ohio), Ms. Hollister holds a B.A. from Duke University and a J.D. from the University of Cincinnati College of Law.Valuation Update With 7 Day Price Move • Oct 13Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to €67.00, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 16x in the IT industry in Germany. Total returns to shareholders of 89% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €83.72 per share.공시 • Oct 07Endava plc (NYSE:DAVA) acquired Lexicon Consolidated Holdings Pty Ltd and Lexicon Digital Pty Ltd.Endava plc (NYSE:DAVA) acquired Lexicon Consolidated Holdings Pty Ltd and Lexicon Digital Pty Ltd on October 6, 2022. Endava plc (NYSE:DAVA) completed the acquisition of Lexicon Consolidated Holdings Pty Ltd and Lexicon Digital Pty Ltd on October 6, 2022.Reported Earnings • Sep 28Full year 2022 earnings released: EPS: UK£1.48 (vs UK£0.79 in FY 2021)Full year 2022 results: EPS: UK£1.48 (up from UK£0.79 in FY 2021). Revenue: UK£654.8m (up 47% from FY 2021). Net income: UK£83.1m (up 91% from FY 2021). Profit margin: 13% (up from 9.7% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 23% p.a. on average during the next 2 years, compared to a 10% growth forecast for the IT industry in Germany. 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 34% per year, which means it is significantly lagging earnings growth.공시 • Sep 28Endava plc Provides Financial Guidance for the First Quarter and Full Fiscal Year 2023Endava plc provided financial guidance for the first quarter and full fiscal year 2023. For the first Quarter Fiscal Year 2022, The company expects revenues will be in the range £191.0 million to £193.0 million, representing constant currency revenue growth of between 22.0% and 24.0%.For the full Fiscal Year 2023, the company expects revenues will be in the range of £840.0 million to £850.0 million, representing constant currency growth of between 23.0% and 24.0%.공시 • Sep 21Endava plc to Report Q4, 2022 Results on Sep 27, 2022Endava plc announced that they will report Q4, 2022 results Pre-Market on Sep 27, 2022Valuation Update With 7 Day Price Move • Sep 20Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €78.50, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 17x in the IT industry in Germany. Total returns to shareholders of 122% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €90.27 per share.Valuation Update With 7 Day Price Move • Jun 17Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €84.50, the stock trades at a forward P/E ratio of 49x. Average forward P/E is 22x in the IT industry in Germany. Total returns to shareholders of 153% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €94.55 per share.Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improved over the past weekAfter last week's 15% share price gain to €97.50, the stock trades at a forward P/E ratio of 54x. Average forward P/E is 24x in the IT industry in Germany. Total returns to shareholders of 203% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €98.51 per share.Reported Earnings • May 13Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: UK£169.2m (up 51% from 3Q 2021). Net income: UK£20.1m (up 55% from 3Q 2021). Profit margin: 12% (in line with 3Q 2021). Over the next year, revenue is forecast to grow 26%, compared to a 19% growth forecast for the industry in Germany.공시 • May 13Endava plc Announces Revenue Guidance for the Fourth Quarter and Full Year of 2022Endava plc announced revenue guidance for the fourth quarter and full year of 2022. For the quarter, the company expected revenue to be in the range £177.0 million to £179.0 million, representing constant currencyrevenue growth of between 29.0% and 31.0%.For the year, the company expected revenue to be in the range £652.0 million to £654.0 million, representing constant currency revenue growth of between 46.0% and 46.5%.Board Change • Apr 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. Independent Director Sulina Connal was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 31Second quarter 2022 earnings released: EPS: UK£0.27 (vs UK£0.14 in 2Q 2021)Second quarter 2022 results: EPS: UK£0.27 (up from UK£0.14 in 2Q 2021). Revenue: UK£157.7m (up 50% from 2Q 2021). Net income: UK£15.4m (up 98% from 2Q 2021). Profit margin: 9.8% (up from 7.4% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 30%, compared to a 17% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 73% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Mar 07Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €102, the stock trades at a forward P/E ratio of 57x. Average forward P/E is 26x in the IT industry in Germany. Total returns to shareholders of 310% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €119 per share.Reported Earnings • Feb 17Second quarter 2022 earnings: Revenues exceed analyst expectationsSecond quarter 2022 results: Revenue: UK£157.7m (up 50% from 2Q 2021). Net income: UK£15.4m (up 98% from 2Q 2021). Profit margin: 9.8% (up from 7.4% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.0%. Over the next year, revenue is forecast to grow 29%, compared to a 17% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 75% per year, which means it is tracking significantly ahead of earnings growth.공시 • Feb 17Endava plc Provides Earnings Guidance for the Third Quarter Fiscal Year 2022 and Full Fiscal Year 2022Endava plc provided earnings guidance for the third quarter fiscal year 2022 and full fiscal year 2022. For the third quarter fiscal year 2022, the company expects revenues will be in the range £161.0 million to £163.0 million, representing constant currency revenue growth of between 44.0% and 45.0%.For the year, the company expects revenues will be in the range of £636.0 million to £640.0 million, representing constant currency growth of between 44.0% and 45.0%.공시 • Feb 02Endava plc to Report Q2, 2022 Results on Feb 16, 2022Endava plc announced that they will report Q2, 2022 results Pre-Market on Feb 16, 2022Reported Earnings • Nov 17First quarter 2022 earnings released: EPS UK£0.37 (vs UK£0.12 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: UK£147.5m (up 55% from 1Q 2021). Net income: UK£20.5m (up 206% from 1Q 2021). Profit margin: 14% (up from 7.1% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 88% per year, which means it is tracking significantly ahead of earnings growth.공시 • Oct 01Endava Provides financial Guidance for the First Quarter of Its 2022 Fiscal Year and Its Full 2022Endava provided financial guidance for the first quarter of its 2022 fiscal year and its full 2022. For the first Quarter Fiscal Year 2022, Endava expects revenues will be in the range £143.0 million to £145.0 million, representing constant currency revenue growth of between 56.0% and 58.0%. For the full Fiscal Year 2022, Endava expects revenues will be in the range of £608.0 million to £615.0 million, representing constant currency growth of between 38.0% and 40.0%.Reported Earnings • Sep 29Full year 2021 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: UK£446.3m (up 27% from FY 2020). Net income: UK£43.4m (up 103% from FY 2020). Profit margin: 9.7% (up from 6.1% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 56% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • May 21Third quarter 2021 earnings releasedThe company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: UK£112.3m (up 22% from 3Q 2020). Net income: UK£13.0m (down 11% from 3Q 2020). Profit margin: 12% (down from 16% in 3Q 2020). The decrease in margin was driven by higher expenses.공시 • May 21Endava plc Provides Earnings Guidance for the Fourth Quarter and Fiscal Year of 2021Endava plc provided earnings guidance for the fourth quarter and fiscal year of 2021. For the quarter, the company expects revenues will be in the range £130.0 million to £132.0 million, representing constant currency revenue growth of between 51.0% and 53.0%. Endava expects revenues will be in the range £443.0 million to £445.0 million, representing constant currency growth of between 29.0% and 30.0%.Reported Earnings • Apr 02Second quarter 2021 earnings released: EPS UK£0.14 (vs UK£0.26 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: UK£105.2m (up 23% from 2Q 2020). Net income: UK£7.80m (up UK£21.6m from 2Q 2020). Profit margin: 7.4% (up from net loss in 2Q 2020). The move to profitability was primarily driven by higher revenue.이익 및 매출 성장 예측DB:2Y5 - 애널리스트 향후 추정치 및 과거 재무 데이터 (GBP Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수6/30/20287667N/A7966/30/20277402395986/30/2026723-414324963/31/2026728-4082238N/A12/31/2025744-34357N/A9/30/2025755115461N/A6/30/2025772214853N/A3/31/2025780185055N/A12/31/202475963439N/A9/30/202474773642N/A6/30/2024741174954N/A3/31/2024736428288N/A12/31/202376568102110N/A9/30/202378775105116N/A6/30/202379594111125N/A3/31/202378598123138N/A12/31/202275194118132N/A9/30/202270394112126N/A6/30/202265583107121N/A3/31/20226087296108N/A12/31/20215516590101N/A9/30/2021499577887N/A6/30/2021446438288N/A3/31/2021403345055N/A12/31/2020383354956N/A9/30/2020364143846N/A7/1/2020351203038N/A3/31/2020337243949N/A12/31/201931815N/A50N/A9/30/201930436N/A49N/A6/30/201928824N/A35N/A3/31/201927321N/A38N/A12/31/201825819N/A33N/A9/30/201823616N/A32N/A6/30/201821819N/A34N/A3/31/201819918N/A31N/A6/30/201715917N/A15N/A6/30/201611517N/A11N/A6/30/20158414N/A11N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 2Y5 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(1.9%)보다 빠른 성장으로 간주됩니다.수익 vs 시장: 2Y5 (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.고성장 수익: 2Y5 향후 3년 내에 수익을 낼 것으로 예상됩니다.수익 대 시장: 2Y5 의 수익(연간 2.6%)이 German 시장(연간 6.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 2Y5 의 수익(연간 2.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 2Y5의 자본 수익률은 3년 후 11.4%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSoftware 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/24 03:34종가2026/05/22 00:00수익2026/03/31연간 수익2025/06/30데이터 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 소스Endava plc는 16명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Tyler DuPontBofA Global ResearchChristopher SvenssonDeutsche BankYu LeeGuggenheim Securities, LLC13명의 분석가 더 보기
공시 • 15hEndava plc Provides Earnings Guidance for the Fourth Quarter and Full Fiscal Year 2026Endava plc provided earnings guidance for the fourth quarter and full Fiscal Year 2026. For the quarter, company expects revenue will be in the range of GBP 181.0 million to GBP 185.0 million. For the year, company expected expects revenue will be in the range of GBP 721.8 million to GBP 725.8 million.
공시 • Feb 19Endava plc Provides Earnings Guidance for the Third Quarter and Full Fiscal Year 2026Endava plc provided earnings guidance for the third Quarter and full Fiscal Year 2026 . For the quarter, company expects revenue will be in the range of £182.0 million to £185.0 million, representing a constant currency revenue decline of between (4.0)% and (2.5)% on a year over year basis. For the year, company expected expects revenue will be in the range of £736.0 million to £750.0 million, representing a constant currency revenue decline of between (3.5)% and (1.5)% on a year over year basis.
공시 • Nov 12Endava plc Provides Earnings Guidance for Second Quarter and Full Year 2026Endava plc provided earnings guidance for second quarter and full year 2026. For the quarter the company expects revenue will be in the range of £179.0 million to £182.0 million, representing a constant currency revenue decline of between (8.0)% and (7.0)% on a year over year basis. Full Fiscal Year 2026, the company expects revenue will be in the range of £735.0 million to £752.0 million, representing a constant currency revenue change of between (4.5)% and (2.5)% on a year over year basis.
공시 • Sep 04Endava plc Provides Earnings Guidance for the First Quarter and Full Fiscal Year 2026Endava plc provided earnings guidance for the first quarter and full fiscal year 2026. For the quarter, the company expects revenue will be in the range of £181.0 million to £183.0 million, representing a constant currency revenue decrease of between (6.0)% and (5.0)% on a year over year basis. For the year, the company expects revenue will be in the range of £750.0 million to £765.0 million, representing a constant currency revenue change of between (1.5)% and 0.5% on a year over year basis.
공시 • May 15Endava plc Provides Earnings Guidance for the Fourth Quarter and Full Year of 2025Endava plc provided earnings guidance for the fourth quarter and full year of 2025. For the fourth quarter of 2025, Endava expects revenue will be in the range of £186.0 million to £188.0 million, representing a constant currency revenue change of between (1.0)% and 0.0% on a year over year basis. For the full year, Endava expects revenue will be in the range of £771.5 million to £773.5 million, representing a constant currency revenue increase of between 6.0% and 6.5% on a year over year basis. This guidance for the fourth quarter and full fiscal year 2025 assumes the exchange rates on April 30, 2025 (when the exchange rate was GBP 1 to USD 1.34 and EUR 1.18).
공시 • Nov 12Endava plc Provides Earnings Guidance for the Second Quarter and Full Fiscal Year 2025Endava plc provided earnings guidance for the second quarter and Full Fiscal Year 2025. For the quarter, the company expects revenue will be in the range of £195.0 million to £197.0 million, representing a constant currency revenue increase of between 8.5% and 9.5% on a year over year basis. For the year, the company expects revenue will be in the range of £800.0 million to £810.0 million, representing a constant currency revenue increase of between 10.0% and 11.5% on a year over year basis.
공시 • 1hEndava plc Reports Goodwill Impairment Charges for the Third Quarter Ended March 31, 2026Endava plc reported goodwill impairment charges for the third quarter ended March 31, 2026. For the quarter, the company reported an impairment of GBP 364,624,000 against goodwill, which is included as an exceptional item in the condensed consolidated statements of comprehensive income. This goodwill impairment has arisen due to the performance of the Company in the year to date, as well as management's reforecast of the Company's future performance through to fiscal year 2031 and into perpetuity, by comparing the Company's recoverable amount derived from future forecasts to the Company's enterprise value.
공시 • 15hEndava plc Provides Earnings Guidance for the Fourth Quarter and Full Fiscal Year 2026Endava plc provided earnings guidance for the fourth quarter and full Fiscal Year 2026. For the quarter, company expects revenue will be in the range of GBP 181.0 million to GBP 185.0 million. For the year, company expected expects revenue will be in the range of GBP 721.8 million to GBP 725.8 million.
New Risk • May 22New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 0.2x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.2x net interest cover). Minor Risk Share price has been volatile over the past 3 months (12% average weekly change).
Board Change • May 20High number of new directorsChair of Global Advisory Board & Chief Engagement Officer Alastair Lukies was the last director to join the board, commencing their role in 2025.
공시 • May 08Endava plc to Report Q3, 2026 Results on May 21, 2026Endava plc announced that they will report Q3, 2026 results at 9:30 AM, US Eastern Standard Time on May 21, 2026
공시 • Feb 19Endava plc Provides Earnings Guidance for the Third Quarter and Full Fiscal Year 2026Endava plc provided earnings guidance for the third Quarter and full Fiscal Year 2026 . For the quarter, company expects revenue will be in the range of £182.0 million to £185.0 million, representing a constant currency revenue decline of between (4.0)% and (2.5)% on a year over year basis. For the year, company expected expects revenue will be in the range of £736.0 million to £750.0 million, representing a constant currency revenue decline of between (3.5)% and (1.5)% on a year over year basis.
공시 • Feb 06Endava plc to Report Q2, 2026 Results on Feb 19, 2026Endava plc announced that they will report Q2, 2026 results Pre-Market on Feb 19, 2026
공시 • Nov 18Endava Launches Dava.Rise to Accelerate Enterprise InnovationEndava announced the launch of Dava.Rise, a new programme designed to connect high-potential scale-ups with global enterprises seeking to accelerate innovation. Dava.Rise bridges the gap between enterprise demand for rapid innovation and the solutions emerging from scale-up ecosystem. By utilising Endava’s international industry network, the programme identifies the key challenges and trends faced by enterprises and matches them with pioneering scale-ups. For participating scale-ups, Dava.Rise will look at each organisation’s product-market fit, seeking to demonstrate the value and scalability of proof-of-concept frameworks, and to help accelerate each firm’s commercial pathways to those typically reached later in the venture cycle. Endava’s experts also provide go-to-market support with sales and customer engagement. The programme offers access to mentorships, industry-led workshops, as well as technical guidance so that scale-ups can meet enterprise-grade standards at speed. For enterprises, the programme will provide a credible route to adopting potential new, innovative technologies. In addition, Endava’s partners have the opportunity to engage with a strong pipeline of enterprise targeted scale-ups. Dava.Rise fosters close collaboration between investors, ventures, and industry leaders.
공시 • Nov 13Endava plc, Annual General Meeting, Dec 10, 2025Endava plc, Annual General Meeting, Dec 10, 2025. Location: offices of cooley (uk) llp, at 22 bishopsgate, ec2n 4bq, london United Kingdom
공시 • Nov 12Endava plc Provides Earnings Guidance for Second Quarter and Full Year 2026Endava plc provided earnings guidance for second quarter and full year 2026. For the quarter the company expects revenue will be in the range of £179.0 million to £182.0 million, representing a constant currency revenue decline of between (8.0)% and (7.0)% on a year over year basis. Full Fiscal Year 2026, the company expects revenue will be in the range of £735.0 million to £752.0 million, representing a constant currency revenue change of between (4.5)% and (2.5)% on a year over year basis.
공시 • Oct 29Endava plc to Report Q1, 2026 Results on Nov 11, 2025Endava plc announced that they will report Q1, 2026 results Pre-Market on Nov 11, 2025
공시 • Sep 04Endava plc Provides Earnings Guidance for the First Quarter and Full Fiscal Year 2026Endava plc provided earnings guidance for the first quarter and full fiscal year 2026. For the quarter, the company expects revenue will be in the range of £181.0 million to £183.0 million, representing a constant currency revenue decrease of between (6.0)% and (5.0)% on a year over year basis. For the year, the company expects revenue will be in the range of £750.0 million to £765.0 million, representing a constant currency revenue change of between (1.5)% and 0.5% on a year over year basis.
Valuation Update With 7 Day Price Move • Aug 28Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €12.50, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 16x in the IT industry in Germany. Total loss to shareholders of 88% over the past three years.
공시 • Aug 22Endava plc to Report Q4, 2025 Results on Sep 04, 2025Endava plc announced that they will report Q4, 2025 results Pre-Market on Sep 04, 2025
Board Change • Aug 18High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Chair of Global Advisory Board & Chief Engagement Officer Alastair Lukies was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
공시 • Jul 08Endava plc Announces Executive ChangesEndava plc announced changes to its executive team. John Cotterell, CEO, has assumed additional operational responsibilities for the sales and go-to-market strategy, reflecting a strategic move towards a more centralised leadership model. This follows the retirement of Julian Bull, Endava’s Chief Operating Officer. As part of this broader leadership evolution, Alastair Lukies CBEhas joined Endava as Chief Engagement Officer,with a specific focus on further deepening stakeholder engagement, externally and internally. Alastair is also responsible for chairing Endava’s recently announced Global Advisory Board as the business focuses on AI driven growth. The Global Advisory Board’s members bring a plethora of experience across industries and regions, reflecting the breadth of the technology industry today. Returning to a senior leadership role, Rob Machin has been appointed Chief People and Locations Officer. Rob, a former COO of the company, will focus on building on the strong engineering culture to continue to deliver significant value to the clients in both complex programmes of core systems modernisation and by utilising productivity gains from use of AI technologies. Rob succeeds David Churchill, Chief People Officer, who has stepped down from the role and will leave the company.
공시 • Jun 24Endava Announces the Formation of Global Advisory BoardEndava announced the formation of its global advisory board. Following 18 months of embedding AI across its own operations and collaborating with strategic partners and clients to drive AI-powered business outcomes, Endava has formed a prestigious group of advisors and ambassadors to help Endava in aiding the world’s leading companies harness the power of AI to achieve transformative results. Their remit includes advising Endava’s leadership on growth strategies in technology-related sectors; offering insights and perspectives on wider industry trends and market opportunities; and supporting Endava and its clients in navigating global challenges and opportunities in technology transformation. The advisory group has been carefully selected to cover key industries, use cases and themes that are transforming the way the world works. Chaired by Alastair Lukies CBE and with Dame Alison Rose as Co-Chair, it will support Endava’s executive leadership and industry stakeholders to provide cutting edge technology services. The Global Advisory Board’s members bring a plethora of experience across industries and regions, reflecting the breadth of the technology industry today. In addition to Lukies and Rose, members include Lord Christopher Holmes of Richmond MBE, member of the House of Lords; Dr Orlando Machado, former Chief Data Officer at the LEGO Group; Adam Banks, former CIO at Maersk; Simon Jones, international relations expert and celebrated author; Stephen C. Daffron, Co-Founder of Motive Partners; Garry Lyons, Founder and CEO of Shipyard Technology Ventures; John W. Thompson, Venture Partner at Lightspeed; Sandi Thompson, immigration attorney and former IBM executive; Sam Balaji, Tech Investor and former Global CEO of Deloitte Consulting and David Yates, former President at Mastercard.
공시 • May 15Endava plc Provides Earnings Guidance for the Fourth Quarter and Full Year of 2025Endava plc provided earnings guidance for the fourth quarter and full year of 2025. For the fourth quarter of 2025, Endava expects revenue will be in the range of £186.0 million to £188.0 million, representing a constant currency revenue change of between (1.0)% and 0.0% on a year over year basis. For the full year, Endava expects revenue will be in the range of £771.5 million to £773.5 million, representing a constant currency revenue increase of between 6.0% and 6.5% on a year over year basis. This guidance for the fourth quarter and full fiscal year 2025 assumes the exchange rates on April 30, 2025 (when the exchange rate was GBP 1 to USD 1.34 and EUR 1.18).
공시 • May 01Endava plc to Report Q3, 2025 Results on May 14, 2025Endava plc announced that they will report Q3, 2025 results Pre-Market on May 14, 2025
공시 • Feb 21+ 1 more updateEndava plc (NYSE:DAVA) announces an Equity Buyback for $100 million worth of its shares.Endava plc (NYSE:DAVA) announces a share repurchase program. Under the program, the company will repurchase up to $100 million worth of its Class A ordinary shares (in the form of American Depositary Shares). The Company intends to fund the share repurchases through a combination of cash generated from operations and drawing debt funding through its revolving credit facility. The program is subject to shareholder approval, which the company intend to seek at a general meeting to be held on or around March 14, 2025.
공시 • Feb 06Endava plc to Report Q2, 2025 Results on Feb 20, 2025Endava plc announced that they will report Q2, 2025 results Pre-Market on Feb 20, 2025
Buy Or Sell Opportunity • Nov 15Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at €26.80. The fair value is estimated to be €33.97, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has declined by 26%. For the next 3 years, revenue is forecast to grow by 9.8% per annum. Earnings are also forecast to grow by 43% per annum over the same time period.
공시 • Nov 14Endava plc, Annual General Meeting, Dec 12, 2024Endava plc, Annual General Meeting, Dec 12, 2024. Location: at 22 bishopsgate, ec2n 4bq, london United Kingdom
Reported Earnings • Nov 14First quarter 2025 earnings released: EPS: UK£0.038 (vs UK£0.21 in 1Q 2024)First quarter 2025 results: EPS: UK£0.038 (down from UK£0.21 in 1Q 2024). Revenue: UK£195.1m (up 3.5% from 1Q 2024). Net income: UK£2.25m (down 82% from 1Q 2024). Profit margin: 1.2% (down from 6.6% in 1Q 2024). Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the IT 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 fallen by 43% per year, which means it is performing significantly worse than earnings.
공시 • Nov 12Endava plc Provides Earnings Guidance for the Second Quarter and Full Fiscal Year 2025Endava plc provided earnings guidance for the second quarter and Full Fiscal Year 2025. For the quarter, the company expects revenue will be in the range of £195.0 million to £197.0 million, representing a constant currency revenue increase of between 8.5% and 9.5% on a year over year basis. For the year, the company expects revenue will be in the range of £800.0 million to £810.0 million, representing a constant currency revenue increase of between 10.0% and 11.5% on a year over year basis.
Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €25.20, the stock trades at a forward P/E ratio of 57x. Average forward P/E is 15x in the IT industry in Germany. Total loss to shareholders of 83% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €32.80 per share.
공시 • Oct 29Endava plc to Report Q1, 2025 Results on Nov 12, 2024Endava plc announced that they will report Q1, 2025 results Pre-Market on Nov 12, 2024
New Risk • Sep 22New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.1% average weekly change). Profit margins are more than 30% lower than last year (2.3% net profit margin). Shareholders have been diluted in the past year (2.2% increase in shares outstanding).
Reported Earnings • Sep 20Full year 2024 earnings released: EPS: UK£0.29 (vs UK£1.64 in FY 2023)Full year 2024 results: EPS: UK£0.29 (down from UK£1.64 in FY 2023). Revenue: UK£740.8m (down 6.8% from FY 2023). Net income: UK£17.1m (down 82% from FY 2023). Profit margin: 2.3% (down from 12% in FY 2023). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 37% per year, which means it is performing significantly worse than earnings.
공시 • Sep 20Endava plc Provides Earnings Guidance for the First Quarter and Full Year 2025Endava plc provided earnings guidance for the first quarter and full year 2025. for the quarter, the company expects revenue will be in the range of £194.0 million to £195.0 million, representing a constant currency revenue increase of between 4.5% and 5.0% on a year over year basis. For the year, the company expects revenue will be in the range of £800.0 million to £810.0 million, representing a constant currency revenue increase of between 10.0% and 11.5% on a year over year basis.
공시 • Sep 06Endava plc to Report Q4, 2024 Results on Sep 19, 2024Endava plc announced that they will report Q4, 2024 results Pre-Market on Sep 19, 2024
공시 • Aug 27Scott+Scott Attorneys at Law LLP Files Securities Class Action Against Endava, PLCScott+Scott Attorneys at Law LLP (“Scott+Scott”) has filed a securities class action lawsuit in the United States District Court for the Southern District of New York against Endava, PLC, and certain of its former and current officers and/or directors. The Class Action asserts claims under §§10(b) and 20(a) of the Securities Exchange Act of 1934 (15 U.S.C. §§78j(b) and 78t(a)) and U.S. Securities and Exchange Commission Rule 10b-5 promulgated thereunder (17 C.F.R. §240.10b-5) on behalf of all persons other than Defendants who purchased or otherwise acquired Endava securities between May 23, 2023, and February 28, 2024, inclusive, and were damaged thereby. The Class Action filed by Scott+Scott is captioned: Mueller v. Endava, PLC., et al.,Case No. 1:24-cv-06423.
New Risk • Jul 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Profit margins are more than 30% lower than last year (5.7% net profit margin). Shareholders have been diluted in the past year (2.5% increase in shares outstanding).
Valuation Update With 7 Day Price Move • Jun 27Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €26.60, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 15x in the IT industry in Germany. Total loss to shareholders of 73% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €43.82 per share.
Reported Earnings • May 24Third quarter 2024 earnings released: UK£0.03 loss per share (vs UK£0.42 profit in 3Q 2023)Third quarter 2024 results: UK£0.03 loss per share (down from UK£0.42 profit in 3Q 2023). Revenue: UK£174.4m (down 14% from 3Q 2023). Net loss: UK£1.74m (down 107% from profit in 3Q 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 32% per year, which means it is significantly lagging earnings.
공시 • May 24Endava plc Provides Earnings Guidance for the Fourth Quarter and Full Fiscal Year 2024Endava plc provided earnings guidance for the fourth quarter and full fiscal year 2024. For the quarter, the company expects revenue will be in the range of £195.0 million to £197.0 million, representing a constant currency revenue growth of between 3.5% and 4.5% on a year over year basis.For the year, the company expects revenue will be in the range of £741.0 million to £743.0 million, representing a constant currency revenue decrease of between 4.5% and 4.0% on a year over year basis.
공시 • May 11Endava plc to Report Q3, 2024 Results on May 23, 2024Endava plc announced that they will report Q3, 2024 results Pre-Market on May 23, 2024
공시 • Apr 30Endava plc Creates Agentic AI Industry Accelerator for Highly Regulated IndustriesEndava plc announced the launch of its innovative agentic AI industry accelerator, internally designated as Morpheus. The first of its kind, the accelerator and its AI-powered industry tools combine the power of data and multi-agent autonomous teams to tackle complex challenges across all industries, including highly regulated fields like healthcare, insurance, financial services and private equity. To date, large language models (LLMs) and AI have existed in a 'black box' with little insight into how the systems arrive at the answers they provide. Endava is changing this by operationalising LLMs around data to overcome common barriers caused by hallucinations, ensuring that all activity is transparent, knowable, and critically, auditable. Rolling out throughout regulated industries, Endava’s agentic accelerator can be used to deliver value in countless ways such as helping insurers with underwriting policies more efficiently, working with analysts on legal or financial research and due diligence efforts and driving the development and testing of new healthcare products. 'Morpheus' represents the first significant step in applying advanced language model operations to automate complex processes within industries with strict regulatory requirements or data transparency needs. The heart of the design is based on three foundational themes: Data at the core with full transparency. Teams of agents to break down complex workflows. Dynamic scaling of teams to accelerate processes. Lead AI agents distribute workload amongst a team of specialist agents, collating their results and orchestrating the next workflow steps while also capturing data for traceability and governance at every step. LLM- and cloud-agnostic, Endava’s AI accelerator is a flexible and trustworthy way to rapidly transform businesses across any industry. Creating data products in this way enables an entirely new avenue of thinking about autonomous teams, removing the notion of constraints and freeing up entire workforces to do more meaningful work.
공시 • Apr 11Endava plc (NYSE:DAVA) acquired GalaxE Group, Inc.Endava plc (NYSE:DAVA) agreed to acquire GalaxE Group, Inc for approximately $410 million on February 29, 2024. The consideration is primarily in cash with some stock, of which $30 million is conditional upon future performance of the GalaxE business. The transaction is subject to the completion of customary closing conditions, approvals, including the expiration of the required waiting period under the U.S. Hart-Scott-Rodino Antitrust Improvements Act of 1976 and is expected to close in early April 2024. BofA Securities, Inc. acted as financial advisor and Akin Gump Strauss Hauer & Feld LLP acted as legal advisor to Endava plc (NYSE:DAVA). J.P. Morgan Securities LLC acted as financial advisor and White & Case LLP acted as legal advisor to GalaxE Group, Inc. Endava plc (NYSE:DAVA) completed the acquisition of GalaxE Group, Inc on February 29, 2024.
Valuation Update With 7 Day Price Move • Mar 07Investor sentiment deteriorates as stock falls 41%After last week's 41% share price decline to €35.00, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 15x in the IT industry in Germany. Total loss to shareholders of 52% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €54.63 per share.
Buy Or Sell Opportunity • Mar 01Now 29% undervalued after recent price dropOver the last 90 days, the stock has fallen 41% to €35.00. The fair value is estimated to be €49.28, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.
Reported Earnings • Mar 01Second quarter 2024 earnings released: EPS: UK£0.14 (vs UK£0.26 in 2Q 2023)Second quarter 2024 results: EPS: UK£0.14 (down from UK£0.26 in 2Q 2023). Revenue: UK£183.6m (down 11% from 2Q 2023). Net income: UK£8.35m (down 44% from 2Q 2023). Profit margin: 4.5% (down from 7.3% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
공시 • Mar 01Endava plc (NYSE:DAVA) agreed to acquire GalaxE Group, Inc.Endava plc (NYSE:DAVA) agreed to acquire GalaxE Group, Inc for approximately $405 million on February 29, 2024. The consideration is primarily in cash with some stock, of which $30 million is conditional upon future performance of the GalaxE business. The transaction is subject to the completion of customary closing conditions, approvals, including the expiration of the required waiting period under the U.S. Hart-Scott-Rodino Antitrust Improvements Act of 1976 and is expected to close in early April 2024. BofA Securities, Inc. acted as financial advisor and Akin Gump Strauss Hauer & Feld LLP acted as legal advisor to Endava plc (NYSE:DAVA). J.P. Morgan Securities LLC acted as financial advisor and White & Case LLP acted as legal advisor to GalaxE Group, Inc.
공시 • Feb 29Endava plc Provides Earnings Guidance for the Third Quarter and Full Year of 2024Endava plc provided earnings guidance for the third quarter and full year of 2024. for the quarter, the company expects revenue will be in the range of £174.0 million to £176.0 million, representing a constant currency revenue decrease of between 12.0% and 11.0% on a year over year basis. For the full year, the company expects revenue will be in the range of £722.0 million to £735.0 million, representing a constant currency revenue decrease of between 7.0% and 5.0% on a year over year basis.
공시 • Feb 13Endava plc to Report Q2, 2024 Results on Feb 29, 2024Endava plc announced that they will report Q2, 2024 results Pre-Market on Feb 29, 2024
Reported Earnings • Nov 17First quarter 2024 earnings released: EPS: UK£0.21 (vs UK£0.56 in 1Q 2023)First quarter 2024 results: EPS: UK£0.21 (down from UK£0.56 in 1Q 2023). Revenue: UK£188.4m (down 3.9% from 1Q 2023). Net income: UK£12.4m (down 61% from 1Q 2023). Profit margin: 6.6% (down from 16% in 1Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
공시 • Nov 17Endava plc Provides Guidance for the Second Quarter and for the Full Year 2024Endava plc provided guidance for the second quarter and for the full year 2024. For the quarter, the company expects revenues will be in the range of £184.0 million to £185.0 million, representing a constant currency revenue decrease between 8.5% and 8.0%.For the period, the company expects revenues will be in the range of £791.0 million to £805.0 million, representing constant currency growth between 1.0% and 2.5%.
New Risk • Nov 15New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.8% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.9% average weekly change). Shareholders have been diluted in the past year (2.8% increase in shares outstanding).
공시 • Nov 14Endava plc, Annual General Meeting, Dec 13, 2023Endava plc, Annual General Meeting, Dec 13, 2023, at 09:30 US Eastern Standard Time. Location: offices of Cooley (UK) LLP, 22 Bishopsgate, London EC2N 4BQ United Kingdom Agenda: To receipt and adoption of the 2023 Annual Report and Accounts; to approve the Directors’ remuneration; to approve appointment and remuneration of the auditor, respectively.; to consider re-election of members of the board of directors in accordance with the Company’s articles of association; and to consider if any other.
공시 • Nov 02Endava plc to Report Q1, 2024 Results on Nov 15, 2023Endava plc announced that they will report Q1, 2024 results Pre-Market on Nov 15, 2023
Valuation Update With 7 Day Price Move • Oct 28Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €45.80, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 15x in the IT industry in Germany. Total loss to shareholders of 17% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €41.75 per share.
Valuation Update With 7 Day Price Move • Sep 26Investor sentiment improves as stock rises 23%After last week's 23% share price gain to €55.00, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 15x in the IT industry in Germany. Total returns to shareholders of 6.8% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €41.43 per share.
공시 • Sep 20Endava plc Provides Earnings Outlook for the First Quarter and Full Fiscal Year 2024Endava plc provided earnings outlook for the First Quarter and Full Fiscal Year 2024. For the Quarter, the company expects revenues will be in the range of £186.0 million to £187.0 million, representing constant currency revenue decline between (2.0)% and (1.0)%.For the Year, the company expects revenues will be in the range of £780.0 million to £795.0 million, representing constant currency growth between 1.0% and 3.0%.
Reported Earnings • Sep 19Full year 2023 earnings released: EPS: UK£1.64 (vs UK£1.48 in FY 2022)Full year 2023 results: EPS: UK£1.64 (up from UK£1.48 in FY 2022). Revenue: UK£794.7m (up 21% from FY 2022). Net income: UK£94.2m (up 13% from FY 2022). Profit margin: 12% (in line with FY 2022). Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 9.4% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
공시 • Sep 06Endava plc to Report Q4, 2023 Results on Sep 19, 2023Endava plc announced that they will report Q4, 2023 results at 9:30 AM, US Eastern Standard Time on Sep 19, 2023
공시 • Aug 05Endava plc acquired TLM Partners, Inc.Endava plc acquired TLM Partners, Inc on August 3, 2023.Endava plc completed the acquisition of TLM Partners, Inc on August 3, 2023.
Valuation Update With 7 Day Price Move • Jun 17Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €49.20, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 18x in the IT industry in Germany. Total returns to shareholders of 13% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €34.80 per share.
공시 • Jun 10Endava plc (NYSE:DAVA) acquired Dek Corporation Pty Ltd.Endava plc (NYSE:DAVA) acquired Dek Corporation Pty Ltd on June 9, 2023. Endava plc (NYSE:DAVA) Completed the acquisition of Dek Corporation Pty Ltd on June 9, 2023.
Reported Earnings • May 24Third quarter 2023 earnings released: EPS: UK£0.42 (vs UK£0.35 in 3Q 2022)Third quarter 2023 results: EPS: UK£0.42 (up from UK£0.35 in 3Q 2022). Revenue: UK£203.5m (up 20% from 3Q 2022). Net income: UK£24.4m (up 21% from 3Q 2022). Profit margin: 12% (in line with 3Q 2022). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 52% 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 24Endava plc Announces Revenue Guidance for the Fourth Quarter and Full Year of 2023Endava plc announced revenue guidance for the fourth quarter and full year of 2023. For the quarter, the company expected revenue to be in the range £187.0 million to £189.0 million, representing constant currency revenue growth of between 3.0% and 4.0%. For the year, the company expected revenue to be in the range £792.0 million to £794.0 million, representing constant currency revenue growth of between 16.0% and 16.5%.
Valuation Update With 7 Day Price Move • May 23Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €52.50, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 18x in the IT industry in Germany. Total returns to shareholders of 26% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €47.00 per share.
공시 • May 11Endava plc (NYSE:DAVA) acquired Mudbath & Co. Pty Ltd.Endava plc (NYSE:DAVA) acquired Mudbath & Co. Pty Ltd on May 10, 2023. Endava plc (NYSE:DAVA) Completed the acquisition of Mudbath & Co. Pty Ltd on May 10, 2023.
공시 • May 10Endava plc to Report Q3, 2023 Results on May 23, 2023Endava plc announced that they will report Q3, 2023 results Pre-Market on May 23, 2023
Reported Earnings • Mar 24Second quarter 2023 earnings released: EPS: UK£0.26 (vs UK£0.27 in 2Q 2022)Second quarter 2023 results: EPS: UK£0.26 (down from UK£0.27 in 2Q 2022). Revenue: UK£205.2m (up 30% from 2Q 2022). Net income: UK£15.0m (down 2.5% from 2Q 2022). Profit margin: 7.3% (down from 9.8% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
공시 • Feb 15Endava plc Provides Revenue Guidance for Third Quarter Fiscal Year 2023 and Full Fiscal Year 2023Endava plc provided revenue guidance for third quarter fiscal year 2023 and full fiscal year 2023. For third quarter fiscal year 2023, the company expects revenues will be in the range £201.0 million to £203.0 million, representing constant currency revenue growth of between 14.0% and 15.0%.For full fiscal year 2023, the company expects revenues will be in the range of £812.0 million to £817.0 million, representing constant currency growth of between 19.0% and 20.0%.
Reported Earnings • Feb 15Second quarter 2023 earnings released: EPS: UK£0.26 (vs UK£0.27 in 2Q 2022)Second quarter 2023 results: EPS: UK£0.26 (down from UK£0.27 in 2Q 2022). Revenue: UK£205.2m (up 30% from 2Q 2022). Net income: UK£15.0m (down 2.5% from 2Q 2022). Profit margin: 7.3% (down from 9.8% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
공시 • Feb 01Endava plc to Report Q2, 2023 Results on Feb 14, 2023Endava plc announced that they will report Q2, 2023 results at 9:30 AM, US Eastern Standard Time on Feb 14, 2023
Reported Earnings • Nov 17First quarter 2023 earnings released: EPS: UK£0.57 (vs UK£0.37 in 1Q 2022)First quarter 2023 results: EPS: UK£0.57 (up from UK£0.37 in 1Q 2022). Revenue: UK£196.2m (up 33% from 1Q 2022). Net income: UK£31.7m (up 54% from 1Q 2022). Profit margin: 16% (up from 14% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 11% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Director Katy Hollister was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • Nov 16+ 1 more updateEndava plc, Annual General Meeting, Dec 12, 2022Endava plc, Annual General Meeting, Dec 12, 2022, at 09:30 US Eastern Standard Time. Location: transact any other matter which the Board may deem fit. London United Kingdom Agenda: To consider receive and adopt the Company’s annual accounts for the financial year ended 30 June 2022 and the associated reports of the Directors and auditors; to consider approve the Directors’ Remuneration Report; to consider appoint PricewaterhouseCoopers LLP as the Company’s auditor; to consider authorise the Board to determine the auditor’s remuneration; to consider re-election of Directors; and to consider other matters.
Reported Earnings • Nov 02Full year 2022 earnings released: EPS: UK£1.48 (vs UK£0.79 in FY 2021)Full year 2022 results: EPS: UK£1.48 (up from UK£0.79 in FY 2021). Revenue: UK£654.8m (up 47% from FY 2021). Net income: UK£83.1m (up 91% from FY 2021). Profit margin: 13% (up from 9.7% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 10% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.
공시 • Nov 02Endava plc to Report Q1, 2023 Results on Nov 15, 2022Endava plc announced that they will report Q1, 2023 results at 9:30 AM, US Eastern Standard Time on Nov 15, 2022
공시 • Nov 01Endava plc Appoints Kathryn Hollister to its Board of DirectorsEndava plc announced the appointment of Kathryn Hollister to its Board of Directors. Ms. Hollister has served as a member of the board of directors of Clear Secure Inc. and as a member of the board’s audit and compensation committees since June 2021. From March 2021 to May 2022, Ms. Hollister served as a member of the board of directors of First Solar Inc. and as a member of the board’s audit and compensation committees. Ms. Hollister was an active partner at Deloitte for over 25 years until September 2020, where she served as the Chief Strategy Officer of Deloitte Global Tax and Legal practice from 2015 until 2019 and in a variety of leadership roles, including Chief Strategy Officer of Deloitte Tax LLP (USA), managing partner of the U.S. Business Tax Service line, and served both public and private clients. Ms. Hollister was a member of the Board of Directors of Deloitte U.S. from 2008 to 2015 and of Deloitte’s Global Board of Directors from 2010 to 2015. In the community, Ms. Hollister served multiple academic and charitable organizations and currently serves on the boards of trustees of Duke University, University of Cincinnati Health Foundation, and the Cincinnati Museum Center. A lawyer (licensed, registered inactive, in State of Ohio) and a certified public accountant (licensed, active in the State of Ohio), Ms. Hollister holds a B.A. from Duke University and a J.D. from the University of Cincinnati College of Law.
Valuation Update With 7 Day Price Move • Oct 13Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to €67.00, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 16x in the IT industry in Germany. Total returns to shareholders of 89% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €83.72 per share.
공시 • Oct 07Endava plc (NYSE:DAVA) acquired Lexicon Consolidated Holdings Pty Ltd and Lexicon Digital Pty Ltd.Endava plc (NYSE:DAVA) acquired Lexicon Consolidated Holdings Pty Ltd and Lexicon Digital Pty Ltd on October 6, 2022. Endava plc (NYSE:DAVA) completed the acquisition of Lexicon Consolidated Holdings Pty Ltd and Lexicon Digital Pty Ltd on October 6, 2022.
Reported Earnings • Sep 28Full year 2022 earnings released: EPS: UK£1.48 (vs UK£0.79 in FY 2021)Full year 2022 results: EPS: UK£1.48 (up from UK£0.79 in FY 2021). Revenue: UK£654.8m (up 47% from FY 2021). Net income: UK£83.1m (up 91% from FY 2021). Profit margin: 13% (up from 9.7% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 23% p.a. on average during the next 2 years, compared to a 10% growth forecast for the IT industry in Germany. 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 34% per year, which means it is significantly lagging earnings growth.
공시 • Sep 28Endava plc Provides Financial Guidance for the First Quarter and Full Fiscal Year 2023Endava plc provided financial guidance for the first quarter and full fiscal year 2023. For the first Quarter Fiscal Year 2022, The company expects revenues will be in the range £191.0 million to £193.0 million, representing constant currency revenue growth of between 22.0% and 24.0%.For the full Fiscal Year 2023, the company expects revenues will be in the range of £840.0 million to £850.0 million, representing constant currency growth of between 23.0% and 24.0%.
공시 • Sep 21Endava plc to Report Q4, 2022 Results on Sep 27, 2022Endava plc announced that they will report Q4, 2022 results Pre-Market on Sep 27, 2022
Valuation Update With 7 Day Price Move • Sep 20Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €78.50, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 17x in the IT industry in Germany. Total returns to shareholders of 122% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €90.27 per share.
Valuation Update With 7 Day Price Move • Jun 17Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €84.50, the stock trades at a forward P/E ratio of 49x. Average forward P/E is 22x in the IT industry in Germany. Total returns to shareholders of 153% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €94.55 per share.
Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improved over the past weekAfter last week's 15% share price gain to €97.50, the stock trades at a forward P/E ratio of 54x. Average forward P/E is 24x in the IT industry in Germany. Total returns to shareholders of 203% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €98.51 per share.
Reported Earnings • May 13Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: UK£169.2m (up 51% from 3Q 2021). Net income: UK£20.1m (up 55% from 3Q 2021). Profit margin: 12% (in line with 3Q 2021). Over the next year, revenue is forecast to grow 26%, compared to a 19% growth forecast for the industry in Germany.
공시 • May 13Endava plc Announces Revenue Guidance for the Fourth Quarter and Full Year of 2022Endava plc announced revenue guidance for the fourth quarter and full year of 2022. For the quarter, the company expected revenue to be in the range £177.0 million to £179.0 million, representing constant currencyrevenue growth of between 29.0% and 31.0%.For the year, the company expected revenue to be in the range £652.0 million to £654.0 million, representing constant currency revenue growth of between 46.0% and 46.5%.
Board Change • Apr 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. Independent Director Sulina Connal was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 31Second quarter 2022 earnings released: EPS: UK£0.27 (vs UK£0.14 in 2Q 2021)Second quarter 2022 results: EPS: UK£0.27 (up from UK£0.14 in 2Q 2021). Revenue: UK£157.7m (up 50% from 2Q 2021). Net income: UK£15.4m (up 98% from 2Q 2021). Profit margin: 9.8% (up from 7.4% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 30%, compared to a 17% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 73% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Mar 07Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €102, the stock trades at a forward P/E ratio of 57x. Average forward P/E is 26x in the IT industry in Germany. Total returns to shareholders of 310% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €119 per share.
Reported Earnings • Feb 17Second quarter 2022 earnings: Revenues exceed analyst expectationsSecond quarter 2022 results: Revenue: UK£157.7m (up 50% from 2Q 2021). Net income: UK£15.4m (up 98% from 2Q 2021). Profit margin: 9.8% (up from 7.4% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.0%. Over the next year, revenue is forecast to grow 29%, compared to a 17% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 75% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Feb 17Endava plc Provides Earnings Guidance for the Third Quarter Fiscal Year 2022 and Full Fiscal Year 2022Endava plc provided earnings guidance for the third quarter fiscal year 2022 and full fiscal year 2022. For the third quarter fiscal year 2022, the company expects revenues will be in the range £161.0 million to £163.0 million, representing constant currency revenue growth of between 44.0% and 45.0%.For the year, the company expects revenues will be in the range of £636.0 million to £640.0 million, representing constant currency growth of between 44.0% and 45.0%.
공시 • Feb 02Endava plc to Report Q2, 2022 Results on Feb 16, 2022Endava plc announced that they will report Q2, 2022 results Pre-Market on Feb 16, 2022
Reported Earnings • Nov 17First quarter 2022 earnings released: EPS UK£0.37 (vs UK£0.12 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: UK£147.5m (up 55% from 1Q 2021). Net income: UK£20.5m (up 206% from 1Q 2021). Profit margin: 14% (up from 7.1% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 88% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Oct 01Endava Provides financial Guidance for the First Quarter of Its 2022 Fiscal Year and Its Full 2022Endava provided financial guidance for the first quarter of its 2022 fiscal year and its full 2022. For the first Quarter Fiscal Year 2022, Endava expects revenues will be in the range £143.0 million to £145.0 million, representing constant currency revenue growth of between 56.0% and 58.0%. For the full Fiscal Year 2022, Endava expects revenues will be in the range of £608.0 million to £615.0 million, representing constant currency growth of between 38.0% and 40.0%.
Reported Earnings • Sep 29Full year 2021 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: UK£446.3m (up 27% from FY 2020). Net income: UK£43.4m (up 103% from FY 2020). Profit margin: 9.7% (up from 6.1% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 56% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • May 21Third quarter 2021 earnings releasedThe company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: UK£112.3m (up 22% from 3Q 2020). Net income: UK£13.0m (down 11% from 3Q 2020). Profit margin: 12% (down from 16% in 3Q 2020). The decrease in margin was driven by higher expenses.
공시 • May 21Endava plc Provides Earnings Guidance for the Fourth Quarter and Fiscal Year of 2021Endava plc provided earnings guidance for the fourth quarter and fiscal year of 2021. For the quarter, the company expects revenues will be in the range £130.0 million to £132.0 million, representing constant currency revenue growth of between 51.0% and 53.0%. Endava expects revenues will be in the range £443.0 million to £445.0 million, representing constant currency growth of between 29.0% and 30.0%.
Reported Earnings • Apr 02Second quarter 2021 earnings released: EPS UK£0.14 (vs UK£0.26 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: UK£105.2m (up 23% from 2Q 2020). Net income: UK£7.80m (up UK£21.6m from 2Q 2020). Profit margin: 7.4% (up from net loss in 2Q 2020). The move to profitability was primarily driven by higher revenue.