View Past PerformanceThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsGK Software 대차대조표 건전성재무 건전성 기준 점검 4/6GK Software 의 총 주주 지분은 €83.7M 이고 총 부채는 €14.3M, 이는 부채 대 자기자본 비율을 17.1% 로 가져옵니다. 총자산과 총부채는 각각 €150.3M 및 €66.7M 입니다.핵심 정보17.08%부채/자본 비율€14.28m부채이자보상배율n/a현금€43.85m자본€83.65m총부채€66.68m총자산€150.34m최근 재무 건전성 업데이트공시 • May 05GK Software to be DelistOn May 3, 2023, GK Software SE announced that it has entered into an agreement to be delisted by Fujitsu ND Solutions AG, a wholly owned subsidiary of Japan’s Fujitsu Limited (TSE:6702), following a successful takeover offer. Fujitsu ND Solutions declared in April its EUR 432 million (USD 473.7 million) takeover offer for GK Software successful as the minimum acceptance threshold of 55% has been reached. As of April 25, the bidder has secured 1.49 million shares, corresponding to about 65.57 % of GK Software’s voting rights. An additional acceptance period will run until May 9. In accordance with the latest agreement, Fujitsu ND Solutions will also make a public delisting offer to buy the remaining shares for EUR 190 apiece, the same as the consideration of the takeover offer. GK Software’s executive and supervisory boards have approved the delisting agreement and support the related delisting offer.모든 업데이트 보기Recent updates공시 • May 18GK Software SE, Annual General Meeting, Jun 24, 2024GK Software SE, Annual General Meeting, Jun 24, 2024, at 12:00 W. Europe Standard Time.공시 • Jan 10GK Software SE Debuts New Point-Of-Sale Installations in North AmericaGK Software reported a very successful year, with growth in North America reaching new heights. The company also announces its focal points for NRF 2024: Retail's Big Show, including debuting its new loyalty solution, GK Engage, and showcasing the collaboration and benefits of the strategic partnership between GK and Fujitsu. In 2023, the company's customers were able to put over 25,000 new point-of-sale (POS) installations into production in more than 2,000 stores worldwide. These included large department stores and convenience stores in North America and Europe. According to RBR Data Service's "Global POS Software 2023" report, growth was particularly strong in the U.S. GK realized around 5% of all new installations in the world's largest retail market. In the grocery sector, one in four new point-of-sale installations came from GK (26%). It is expected that GK's growth will continue to accelerate, particularly in North America, as six new customers were signed in this region in 2023, which together operate over 20,000 stores. The new AI-supported customer loyalty solution GK Engage, which is designed to deepen the customer relationship at all levels through relevant recommendations, targeted promotions and other offers tailored directly to the individual customer, will be presented for the first time at NRF 2024: Retail’s Big Show. The solution’s personalized campaigns take into account customer preferences as well as the retailer's current inventory and goals. GK Engage is fully integrated into GK's CLOUD4RETAIL platform, allowing the solution to be accessible to consumers wherever they interact with the retailer – from mobile apps to self-checkout kiosks and traditional POS systems. At the NRF 2024: Retail’s Big Show retailers can learn about the new opportunities arising from the recently concluded global partnership with Fujitsu. Fujitsu is the majority shareholder, with over 72% of GK, and now distributes the company's solutions worldwide alongside SAP. At the neighboring Fujitsu and GK booths, NRF attendees will hear about the diverse retail and customer experience opportunities made possible by the portfolios of both companies. Last year, GK's work was recognized in numerous analyst reports as well as through several awards programs. Highlights include: In the RBR Data Service's report "Global POS Software 2023", GK was once again listed as one of the leading providers. The company is now ranked fourth for all installations worldwide, after ranking fifth in 2022. GK was featured as a relevant provider in Forrester's Merchant Payment Providers Landscape for fourth quarter of 2023. In the IDC MarketScape: Worldwide Point-of-Sale Software for Large Apparel and Softlines Retail 2023 Vendor Assessment, the company was rated as a leader. GK was honored as a finalist in the "Best Unified Customer Experience" category at the 2024 VIP Awards. In the RIS Leaderboard 2024, GK was ranked number one in customer satisfaction for large providers and in overall retailer performance in Tier 1 and Tier 2. GK was honored by the EHI Retail Institute as Top Supplier 2023 in the Best Customer Experience category together with the RETA Award (Retail Technology Award Europe) winner, Coop. To see GK Engage in action and learn more about the company's growth trajectory, visit GK at the NRF 2024: Retail’s Big Show.공시 • Sep 26GK Announces GK Engage, a Highly Personalized Loyalty Solution for Any Retail Touch Point Including Mobile Devices and Point-Of-SaleGK announced its latest solution, GK Engage, a modern, comprehensive and AI-powered loyalty program for every omnichannel retail touch point. This solution empowers retailers to create highly contextualized and personalized outreach including messaging, discounts and rewards that improve customer lifetime value and enrich a retailer's competitive differentiation. GK Engage was announced at GK's first-ever Retail Innovation Summit for the Americas, which is taking place Sept. 25-26 in Raleigh, North Carolina. Attendees can view GK Engage, alongside other GK solutions, at the newly unveiled GK Customer Experience Center. GK is a world leader in point-of-sale (POS) technology and, as a result, its product team has talked with retailers who wanted more out of their loyalty systems. To fill this gap, GK developed GK Engage, an modern take on loyalty. The solution draws inspiration from two successful GK solutions, MCA, GK's mobile loyalty program, and T+ Loyalty. These predecessor technologies have serviced more than one billion transactions per year for over six million registered users. Now, GK Engage customers will reap these benefits at scale using one comprehensive platform that works across a diverse range of online and in-store retail touch points. GK Engage provides retailers with real-time, AI-driven, personalized loyalty offers that surprise and delight customers. The complete solution creates loyalty tiers that automatically track all customer interactions and generate relevant campaigns to safeguard long-term retailer relationships and customer lifetime value. GK Engage can be integrated with merchandise master data and customer data to ensure all recommendations, promotions, coupons and more are beneficial to the individual customer, as well as the retailer's current inventory availability and financial goals. What's more, GK Engage is already integrated into GK's OmniPOS solution across all touch points including traditional POS, self-checkout kiosks, mobile, and frictionless store technology like GK GO.공시 • May 26GK Software SE(XTRA:GKS) dropped from S&P Global BMI IndexGK Software SE(XTRA:GKS) dropped from S&P Global BMI Index공시 • May 20Gk Software Se Announces Appointment of A New Supervisory BoardGK Software SE announced that new three-member Supervisory Board was appointed by court until the next Annual General Meeting on 28 June 2023, comprising Dr Anke Nestler (Senior Managing Director of FTI Consulting Deutschland GmbH), Nicholas Fraser (Corporate Executive Officer of Fujitsu Limited) and John Pink (Vice President and Global Head of Consumer Experience of Fujitsu Uvance). The new Supervisory Board will stand for election at the company's Annual General Meeting. .공시 • May 18Fujitsu ND Solutions AG cancelled the acquisition of a 68.03% stake in GK Software SE (XTRA:GKS) for approximately €290 million.Fujitsu ND Solutions AG agreed to acquire GK Software SE (XTRA:GKS) for approximately €440 million on March 1, 2023. The offer price is €190 cash per share. GK’s founders and major shareholders, Rainer Gläß and Stephan Kronmüller, support the transaction and have entered into irrevocable undertakings with ND Solutions regarding their GK shares. Fujitsu intends funding the takeover offer with existing cash. CEO Rainer Gläß will leave the Company’s Executive Board in the event of a successful takeover, but will remain with the Company in an advisory capacity as Honorary Chairman of the Supervisory Board. Fujitsu has announced that the takeover offer is subject to a minimum acceptance threshold of 55 % of the Company's share capital. As of April 5, 2023, the Management Board and the Supervisory Board of GK Software support the Offer and recommend the GK Software shareholders to accept it. In addition, it is subject to the granting of regulatory approvals and other customary market conditions. As of May 12, 2023, all closing conditions have been fulfilled and the offer has been accepted for a total of 1,536,915 GK shares, representing approximately 67.62% stake in it. The acceptance period of Takeover Offer starts from March 23, 2023 and will run until April 20, 2023. As of May 2, 2023, The additional acceptance period for the voluntary public takeover offer will run until May 9, 2023. Closing of the takeover offer is currently expected to occur by July 2023.BofA Securities is acting as the exclusive financial advisor, and Dirk Besse and Sebastian Schwalme of Morrison & Foerster as legal advisor to Fujitsu. Arma Partners LLP is acting as exclusive financial adviser to GK Software SE regarding the offer and has been mandated to provide a fairness opinion. The international law firm Freshfields Bruckhaus Deringer is acting as legal advisor to GK Software SE.Fujitsu ND Solutions AG cancelled the acquisition of a 68.03% stake in GK Software SE (XTRA:GKS) for approximately €290 million on May 16, 2023.공시 • May 05GK Software to be DelistOn May 3, 2023, GK Software SE announced that it has entered into an agreement to be delisted by Fujitsu ND Solutions AG, a wholly owned subsidiary of Japan’s Fujitsu Limited (TSE:6702), following a successful takeover offer. Fujitsu ND Solutions declared in April its EUR 432 million (USD 473.7 million) takeover offer for GK Software successful as the minimum acceptance threshold of 55% has been reached. As of April 25, the bidder has secured 1.49 million shares, corresponding to about 65.57 % of GK Software’s voting rights. An additional acceptance period will run until May 9. In accordance with the latest agreement, Fujitsu ND Solutions will also make a public delisting offer to buy the remaining shares for EUR 190 apiece, the same as the consideration of the takeover offer. GK Software’s executive and supervisory boards have approved the delisting agreement and support the related delisting offer.Reported Earnings • May 02Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: €4.99 (down from €5.98 in FY 2021). Revenue: €158.2m (up 23% from FY 2021). Net income: €11.3m (down 14% from FY 2021). Profit margin: 7.1% (down from 10% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.1%. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 55% per year whereas the company’s share price has increased by 53% per year.Valuation Update With 7 Day Price Move • Mar 02Investor sentiment improves as stock rises 30%After last week's 30% share price gain to €188, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 27x in the Software industry in Germany. Total returns to shareholders of 239% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €157 per share.공시 • Jan 13GK Software SE to Report Nine Months, 2023 Results on Nov 28, 2023GK Software SE announced that they will report nine months, 2023 results on Nov 28, 2023Reported Earnings • Nov 30Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: €42.9m (up 37% from 3Q 2021). Net income: €4.45m (up 181% from 3Q 2021). Profit margin: 10% (up from 5.0% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Software industry in Germany.Reported Earnings • Sep 01Second quarter 2022 earnings releasedSecond quarter 2022 results: Net income: (down €7.06m from profit in 2Q 2021). Over the next year, revenue is forecast to grow 9.9%, compared to a 7.8% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.공시 • Sep 01+ 2 more updatesGK Software SE to Report First Half, 2023 Results on Aug 29, 2023GK Software SE announced that they will report first half, 2023 results on Aug 29, 2023Reported Earnings • May 03Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: €5.98 (up from €3.04 in FY 2020). Revenue: €128.8m (up 8.3% from FY 2020). Net income: €13.2m (up 112% from FY 2020). Profit margin: 10% (up from 5.2% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.4%. Over the next year, revenue is forecast to grow 13%, compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 27Third quarter 2021 earnings: Revenues in line with analyst expectationsThird quarter 2021 results: Revenue: €37.0m (up 26% from 3Q 2020). Net income: €1.58m (down 48% from 3Q 2020). Profit margin: 4.3% (down from 10% in 3Q 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 11%, compared to a 29% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 109% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.Price Target Changed • Sep 07Price target increased to €196Up from €182, the current price target is an average from 4 analysts. New target price is 15% above last closing price of €170. Stock is up 108% over the past year.Reported Earnings • Aug 27Second quarter 2021 earnings released: EPS €3.06 (vs €0.20 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €39.0m (up 43% from 2Q 2020). Net income: €7.06m (up €6.66m from 2Q 2020). Profit margin: 18% (up from 1.5% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 28First quarter 2021 earnings released: EPS €1.10 (vs €0.27 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €30.5m (up 4.9% from 1Q 2020). Net income: €2.11m (up €2.67m from 1Q 2020). Profit margin: 6.9% (up from net loss in 1Q 2020). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 02Full year 2020 earnings released: EPS €3.04 (vs €1.60 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €118.7m (up 2.3% from FY 2019). Net income: €6.21m (up €9.35m from FY 2019). Profit margin: 5.2% (up from net loss in FY 2019). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Price Target Changed • May 01Price target increased to €146Up from €134, the current price target is an average from 4 analysts. New target price is 17% above last closing price of €125. Stock is up 118% over the past year.Is New 90 Day High Low • Feb 19New 90-day high: €121The company is up 34% from its price of €90.00 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €178 per share.Price Target Changed • Feb 02Price target raised to €122Up from €112, the current price target is an average from 4 analysts. The new target price is 10% above the current share price of €110. As of last close, the stock is up 55% over the past year.Is New 90 Day High Low • Jan 29New 90-day high: €109The company is up 74% from its price of €62.20 on 30 October 2020. The German market is up 20% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €176 per share.Is New 90 Day High Low • Jan 14New 90-day high: €103The company is up 42% from its price of €72.40 on 16 October 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is down 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €170 per share.Reported Earnings • Nov 27Third quarter 2020 earnings released: EPS €1.48The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: €31.6m (up 7.3% from 3Q 2019). Net income: €3.06m (up €3.30m from 3Q 2019). Profit margin: 9.7% (up from net loss in 3Q 2019). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.Price Target Changed • Nov 11Price target raised to €110Up from €99.25, the current price target is an average from 4 analysts. The new target price is 33% above the current share price of €82.80. As of last close, the stock is up 41% over the past year.Valuation Update With 7 Day Price Move • Nov 06Market bids up stock over the past weekAfter last week's 19% share price gain to €73.80, the stock is trading at a trailing P/E ratio of 48.2x, up from the previous P/E ratio of 40.6x. This compares to an average P/E of 29x in the Software industry in Germany. Total return to shareholders over the past three years is a loss of 36%.Price Target Changed • Nov 06Price target raised to €103Up from €94.63, the current price target is an average from 4 analysts. The new target price is 40% above the current share price of €73.80. As of last close, the stock is up 28% over the past year.Is New 90 Day High Low • Oct 29New 90-day low: €63.00The company is down 5.0% from its price of €66.20 on 30 July 2020. The German market is down 4.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Software industry, which is down 27% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €113 per share.재무 상태 분석단기부채: GKS 의 단기 자산 ( €95.9M )이 단기 부채( €43.5M ).장기 부채: GKS의 단기 자산(€95.9M)이 장기 부채(€23.2M)를 초과합니다.부채/자본 비율 추이 및 분석부채 수준: GKS 총 부채보다 더 많은 현금을 보유하고 있습니다.부채 감소: GKS의 부채 대비 자본 비율은 지난 5년 동안 80.9%에서 17.1%로 감소했습니다.부채 범위: GKS 의 영업현금흐름이 마이너스이므로 부채가 제대로 상환되지 않습니다.이자 보장: GKS 의 부채에 대한 이자 지급이 EBIT에 의해 잘 충당되었는지 판단할 데이터가 부족합니다.대차대조표건전한 기업 찾아보기7D1Y7D1Y7D1YSoftware 산업의 건실한 기업.View Dividend기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2023/10/29 09:42종가2023/08/01 00:00수익2023/06/30연간 수익2022/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스GK Software SE는 4명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Daniel GroßjohannEQUI.TS GmbHSebastian WeidhünerMontega AGAdam JakubowskiSMC Research1명의 분석가 더 보기
공시 • May 05GK Software to be DelistOn May 3, 2023, GK Software SE announced that it has entered into an agreement to be delisted by Fujitsu ND Solutions AG, a wholly owned subsidiary of Japan’s Fujitsu Limited (TSE:6702), following a successful takeover offer. Fujitsu ND Solutions declared in April its EUR 432 million (USD 473.7 million) takeover offer for GK Software successful as the minimum acceptance threshold of 55% has been reached. As of April 25, the bidder has secured 1.49 million shares, corresponding to about 65.57 % of GK Software’s voting rights. An additional acceptance period will run until May 9. In accordance with the latest agreement, Fujitsu ND Solutions will also make a public delisting offer to buy the remaining shares for EUR 190 apiece, the same as the consideration of the takeover offer. GK Software’s executive and supervisory boards have approved the delisting agreement and support the related delisting offer.
공시 • May 18GK Software SE, Annual General Meeting, Jun 24, 2024GK Software SE, Annual General Meeting, Jun 24, 2024, at 12:00 W. Europe Standard Time.
공시 • Jan 10GK Software SE Debuts New Point-Of-Sale Installations in North AmericaGK Software reported a very successful year, with growth in North America reaching new heights. The company also announces its focal points for NRF 2024: Retail's Big Show, including debuting its new loyalty solution, GK Engage, and showcasing the collaboration and benefits of the strategic partnership between GK and Fujitsu. In 2023, the company's customers were able to put over 25,000 new point-of-sale (POS) installations into production in more than 2,000 stores worldwide. These included large department stores and convenience stores in North America and Europe. According to RBR Data Service's "Global POS Software 2023" report, growth was particularly strong in the U.S. GK realized around 5% of all new installations in the world's largest retail market. In the grocery sector, one in four new point-of-sale installations came from GK (26%). It is expected that GK's growth will continue to accelerate, particularly in North America, as six new customers were signed in this region in 2023, which together operate over 20,000 stores. The new AI-supported customer loyalty solution GK Engage, which is designed to deepen the customer relationship at all levels through relevant recommendations, targeted promotions and other offers tailored directly to the individual customer, will be presented for the first time at NRF 2024: Retail’s Big Show. The solution’s personalized campaigns take into account customer preferences as well as the retailer's current inventory and goals. GK Engage is fully integrated into GK's CLOUD4RETAIL platform, allowing the solution to be accessible to consumers wherever they interact with the retailer – from mobile apps to self-checkout kiosks and traditional POS systems. At the NRF 2024: Retail’s Big Show retailers can learn about the new opportunities arising from the recently concluded global partnership with Fujitsu. Fujitsu is the majority shareholder, with over 72% of GK, and now distributes the company's solutions worldwide alongside SAP. At the neighboring Fujitsu and GK booths, NRF attendees will hear about the diverse retail and customer experience opportunities made possible by the portfolios of both companies. Last year, GK's work was recognized in numerous analyst reports as well as through several awards programs. Highlights include: In the RBR Data Service's report "Global POS Software 2023", GK was once again listed as one of the leading providers. The company is now ranked fourth for all installations worldwide, after ranking fifth in 2022. GK was featured as a relevant provider in Forrester's Merchant Payment Providers Landscape for fourth quarter of 2023. In the IDC MarketScape: Worldwide Point-of-Sale Software for Large Apparel and Softlines Retail 2023 Vendor Assessment, the company was rated as a leader. GK was honored as a finalist in the "Best Unified Customer Experience" category at the 2024 VIP Awards. In the RIS Leaderboard 2024, GK was ranked number one in customer satisfaction for large providers and in overall retailer performance in Tier 1 and Tier 2. GK was honored by the EHI Retail Institute as Top Supplier 2023 in the Best Customer Experience category together with the RETA Award (Retail Technology Award Europe) winner, Coop. To see GK Engage in action and learn more about the company's growth trajectory, visit GK at the NRF 2024: Retail’s Big Show.
공시 • Sep 26GK Announces GK Engage, a Highly Personalized Loyalty Solution for Any Retail Touch Point Including Mobile Devices and Point-Of-SaleGK announced its latest solution, GK Engage, a modern, comprehensive and AI-powered loyalty program for every omnichannel retail touch point. This solution empowers retailers to create highly contextualized and personalized outreach including messaging, discounts and rewards that improve customer lifetime value and enrich a retailer's competitive differentiation. GK Engage was announced at GK's first-ever Retail Innovation Summit for the Americas, which is taking place Sept. 25-26 in Raleigh, North Carolina. Attendees can view GK Engage, alongside other GK solutions, at the newly unveiled GK Customer Experience Center. GK is a world leader in point-of-sale (POS) technology and, as a result, its product team has talked with retailers who wanted more out of their loyalty systems. To fill this gap, GK developed GK Engage, an modern take on loyalty. The solution draws inspiration from two successful GK solutions, MCA, GK's mobile loyalty program, and T+ Loyalty. These predecessor technologies have serviced more than one billion transactions per year for over six million registered users. Now, GK Engage customers will reap these benefits at scale using one comprehensive platform that works across a diverse range of online and in-store retail touch points. GK Engage provides retailers with real-time, AI-driven, personalized loyalty offers that surprise and delight customers. The complete solution creates loyalty tiers that automatically track all customer interactions and generate relevant campaigns to safeguard long-term retailer relationships and customer lifetime value. GK Engage can be integrated with merchandise master data and customer data to ensure all recommendations, promotions, coupons and more are beneficial to the individual customer, as well as the retailer's current inventory availability and financial goals. What's more, GK Engage is already integrated into GK's OmniPOS solution across all touch points including traditional POS, self-checkout kiosks, mobile, and frictionless store technology like GK GO.
공시 • May 26GK Software SE(XTRA:GKS) dropped from S&P Global BMI IndexGK Software SE(XTRA:GKS) dropped from S&P Global BMI Index
공시 • May 20Gk Software Se Announces Appointment of A New Supervisory BoardGK Software SE announced that new three-member Supervisory Board was appointed by court until the next Annual General Meeting on 28 June 2023, comprising Dr Anke Nestler (Senior Managing Director of FTI Consulting Deutschland GmbH), Nicholas Fraser (Corporate Executive Officer of Fujitsu Limited) and John Pink (Vice President and Global Head of Consumer Experience of Fujitsu Uvance). The new Supervisory Board will stand for election at the company's Annual General Meeting. .
공시 • May 18Fujitsu ND Solutions AG cancelled the acquisition of a 68.03% stake in GK Software SE (XTRA:GKS) for approximately €290 million.Fujitsu ND Solutions AG agreed to acquire GK Software SE (XTRA:GKS) for approximately €440 million on March 1, 2023. The offer price is €190 cash per share. GK’s founders and major shareholders, Rainer Gläß and Stephan Kronmüller, support the transaction and have entered into irrevocable undertakings with ND Solutions regarding their GK shares. Fujitsu intends funding the takeover offer with existing cash. CEO Rainer Gläß will leave the Company’s Executive Board in the event of a successful takeover, but will remain with the Company in an advisory capacity as Honorary Chairman of the Supervisory Board. Fujitsu has announced that the takeover offer is subject to a minimum acceptance threshold of 55 % of the Company's share capital. As of April 5, 2023, the Management Board and the Supervisory Board of GK Software support the Offer and recommend the GK Software shareholders to accept it. In addition, it is subject to the granting of regulatory approvals and other customary market conditions. As of May 12, 2023, all closing conditions have been fulfilled and the offer has been accepted for a total of 1,536,915 GK shares, representing approximately 67.62% stake in it. The acceptance period of Takeover Offer starts from March 23, 2023 and will run until April 20, 2023. As of May 2, 2023, The additional acceptance period for the voluntary public takeover offer will run until May 9, 2023. Closing of the takeover offer is currently expected to occur by July 2023.BofA Securities is acting as the exclusive financial advisor, and Dirk Besse and Sebastian Schwalme of Morrison & Foerster as legal advisor to Fujitsu. Arma Partners LLP is acting as exclusive financial adviser to GK Software SE regarding the offer and has been mandated to provide a fairness opinion. The international law firm Freshfields Bruckhaus Deringer is acting as legal advisor to GK Software SE.Fujitsu ND Solutions AG cancelled the acquisition of a 68.03% stake in GK Software SE (XTRA:GKS) for approximately €290 million on May 16, 2023.
공시 • May 05GK Software to be DelistOn May 3, 2023, GK Software SE announced that it has entered into an agreement to be delisted by Fujitsu ND Solutions AG, a wholly owned subsidiary of Japan’s Fujitsu Limited (TSE:6702), following a successful takeover offer. Fujitsu ND Solutions declared in April its EUR 432 million (USD 473.7 million) takeover offer for GK Software successful as the minimum acceptance threshold of 55% has been reached. As of April 25, the bidder has secured 1.49 million shares, corresponding to about 65.57 % of GK Software’s voting rights. An additional acceptance period will run until May 9. In accordance with the latest agreement, Fujitsu ND Solutions will also make a public delisting offer to buy the remaining shares for EUR 190 apiece, the same as the consideration of the takeover offer. GK Software’s executive and supervisory boards have approved the delisting agreement and support the related delisting offer.
Reported Earnings • May 02Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: €4.99 (down from €5.98 in FY 2021). Revenue: €158.2m (up 23% from FY 2021). Net income: €11.3m (down 14% from FY 2021). Profit margin: 7.1% (down from 10% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.1%. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 55% per year whereas the company’s share price has increased by 53% per year.
Valuation Update With 7 Day Price Move • Mar 02Investor sentiment improves as stock rises 30%After last week's 30% share price gain to €188, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 27x in the Software industry in Germany. Total returns to shareholders of 239% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €157 per share.
공시 • Jan 13GK Software SE to Report Nine Months, 2023 Results on Nov 28, 2023GK Software SE announced that they will report nine months, 2023 results on Nov 28, 2023
Reported Earnings • Nov 30Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: €42.9m (up 37% from 3Q 2021). Net income: €4.45m (up 181% from 3Q 2021). Profit margin: 10% (up from 5.0% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Software industry in Germany.
Reported Earnings • Sep 01Second quarter 2022 earnings releasedSecond quarter 2022 results: Net income: (down €7.06m from profit in 2Q 2021). Over the next year, revenue is forecast to grow 9.9%, compared to a 7.8% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
공시 • Sep 01+ 2 more updatesGK Software SE to Report First Half, 2023 Results on Aug 29, 2023GK Software SE announced that they will report first half, 2023 results on Aug 29, 2023
Reported Earnings • May 03Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: €5.98 (up from €3.04 in FY 2020). Revenue: €128.8m (up 8.3% from FY 2020). Net income: €13.2m (up 112% from FY 2020). Profit margin: 10% (up from 5.2% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.4%. Over the next year, revenue is forecast to grow 13%, compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 27Third quarter 2021 earnings: Revenues in line with analyst expectationsThird quarter 2021 results: Revenue: €37.0m (up 26% from 3Q 2020). Net income: €1.58m (down 48% from 3Q 2020). Profit margin: 4.3% (down from 10% in 3Q 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 11%, compared to a 29% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 109% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Sep 07Price target increased to €196Up from €182, the current price target is an average from 4 analysts. New target price is 15% above last closing price of €170. Stock is up 108% over the past year.
Reported Earnings • Aug 27Second quarter 2021 earnings released: EPS €3.06 (vs €0.20 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €39.0m (up 43% from 2Q 2020). Net income: €7.06m (up €6.66m from 2Q 2020). Profit margin: 18% (up from 1.5% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 28First quarter 2021 earnings released: EPS €1.10 (vs €0.27 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €30.5m (up 4.9% from 1Q 2020). Net income: €2.11m (up €2.67m from 1Q 2020). Profit margin: 6.9% (up from net loss in 1Q 2020). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 02Full year 2020 earnings released: EPS €3.04 (vs €1.60 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €118.7m (up 2.3% from FY 2019). Net income: €6.21m (up €9.35m from FY 2019). Profit margin: 5.2% (up from net loss in FY 2019). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Price Target Changed • May 01Price target increased to €146Up from €134, the current price target is an average from 4 analysts. New target price is 17% above last closing price of €125. Stock is up 118% over the past year.
Is New 90 Day High Low • Feb 19New 90-day high: €121The company is up 34% from its price of €90.00 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €178 per share.
Price Target Changed • Feb 02Price target raised to €122Up from €112, the current price target is an average from 4 analysts. The new target price is 10% above the current share price of €110. As of last close, the stock is up 55% over the past year.
Is New 90 Day High Low • Jan 29New 90-day high: €109The company is up 74% from its price of €62.20 on 30 October 2020. The German market is up 20% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €176 per share.
Is New 90 Day High Low • Jan 14New 90-day high: €103The company is up 42% from its price of €72.40 on 16 October 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is down 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €170 per share.
Reported Earnings • Nov 27Third quarter 2020 earnings released: EPS €1.48The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: €31.6m (up 7.3% from 3Q 2019). Net income: €3.06m (up €3.30m from 3Q 2019). Profit margin: 9.7% (up from net loss in 3Q 2019). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
Price Target Changed • Nov 11Price target raised to €110Up from €99.25, the current price target is an average from 4 analysts. The new target price is 33% above the current share price of €82.80. As of last close, the stock is up 41% over the past year.
Valuation Update With 7 Day Price Move • Nov 06Market bids up stock over the past weekAfter last week's 19% share price gain to €73.80, the stock is trading at a trailing P/E ratio of 48.2x, up from the previous P/E ratio of 40.6x. This compares to an average P/E of 29x in the Software industry in Germany. Total return to shareholders over the past three years is a loss of 36%.
Price Target Changed • Nov 06Price target raised to €103Up from €94.63, the current price target is an average from 4 analysts. The new target price is 40% above the current share price of €73.80. As of last close, the stock is up 28% over the past year.
Is New 90 Day High Low • Oct 29New 90-day low: €63.00The company is down 5.0% from its price of €66.20 on 30 July 2020. The German market is down 4.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Software industry, which is down 27% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €113 per share.