공지 • May 06
Cancom SE, Annual General Meeting, Jun 17, 2026 Cancom SE, Annual General Meeting, Jun 17, 2026, at 11:00 W. Europe Standard Time. 공지 • Mar 31
Cancom SE announces Annual dividend, payable on June 22, 2026 Cancom SE announced Annual dividend of EUR 1.0000 per share payable on June 22, 2026, ex-date on June 18, 2026 and record date on June 19, 2026. 공지 • May 12
Cancom SE, Annual General Meeting, Jun 24, 2025 Cancom SE, Annual General Meeting, Jun 24, 2025, at 11:00 W. Europe Standard Time. 공지 • Apr 01
Cancom SE announces Annual dividend, payable on June 27, 2025 Cancom SE announced Annual dividend of EUR 1.0000 per share payable on June 27, 2025, ex-date on June 25, 2025 and record date on June 26, 2025. 공지 • May 08
Cancom SE, Annual General Meeting, Jun 05, 2024 Cancom SE, Annual General Meeting, Jun 05, 2024. 공지 • Dec 13
CANCOM SE Approves Supervisory Board Changes At its meeting held on 12 December 2023, the Supervisory Board of CANCOM SE reorganised the responsibilities on the Board. Klaus Weinmann, who was appointed to the Supervisory Board by court order on 25 October 2023, was elected Chairman of the Supervisory Board at today's meeting. The previous Chairman, Mr. Stefan Kober, remains on the Supervisory Board as Deputy Chairman. In this role, he replaces Dr. Lothar Koniarski, who will step down at his own request on 31 December 2023. The Supervisory Board also intends to have Dr. Ilias Läber, Chief Executive Officer at Spectrum Value Management, appointed by the court as the sixth member of the Supervisory Board in the near future until the 2024 Annual General Meeting. Former Executive Board member Klaus Weinmann becomes Chairman of the Supervisory Board. As one of the founders of CANCOM in 1992, Klaus Weinmann played a key role in shaping the company's development. During his time as CEO until 30 September 2018, the CANCOM Group grew dynamically. The Executive Board and Supervisory Board would like to thank Dr. Koniarski in particular for his trustworthy and constructive work on the Supervisory Board of CANCOM SE over the past ten years. In addition, the Supervisory Board and the Executive Board wish the new Chairman of the Supervisory Board, Klaus Weinmann, a good start and thank Stefan Kober for his work as Chairman of the Supervisory Board. 공지 • Nov 29
Cancom SE (XTRA:COK) agreed to acquire IT Consulting and Services business of DextraData GmbH. Cancom SE (XTRA:COK) agreed to acquire IT Consulting and Services business of DextraData GmbH on November 27, 2023.The transaction is subject to the customary conditions precedent and antitrust approval. The transaction is expected to be completed at the beginning of January 2024. Valuation Update With 7 Day Price Move • Nov 17
Investor sentiment improves as stock rises 27% After last week's 27% share price gain to €28.06, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 22x in the IT industry in the United Kingdom. Total loss to shareholders of 32% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €39.99 per share. Reported Earnings • Aug 14
Second quarter 2023 earnings released: EPS: €0.095 (vs €0.26 in 2Q 2022) Second quarter 2023 results: EPS: €0.095 (down from €0.26 in 2Q 2022). Revenue: €331.9m (up 10% from 2Q 2022). Net income: €3.45m (down 63% from 2Q 2022). Profit margin: 1.0% (down from 3.1% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings. New Risk • Aug 12
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 8.5% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Dividend is not well covered by earnings and cash flows. Payout ratio: 111% Paying a dividend despite having no free cash flows. High level of non-cash earnings (24% accrual ratio). Minor Risks Profit margins are more than 30% lower than last year (2.4% net profit margin). Shareholders have been diluted in the past year (8.5% increase in shares outstanding). 공지 • Jun 17
Cancom SE Confirms Swantje Schulze as Member of Supervisory Board Cancom SE at its Annual General Meeting held on 14 June 2023, confirmed Dr. Swantje Schulze as a member of the Supervisory Board. 공지 • Jun 16
Cancom SE Approves Dividend Cancom SE at its AGM held on June 14, 2023, approved dividend proposal of €1.00 per dividend-bearing share. 공지 • May 26
Cancom SE Updates Financial Forecast for the Financial Year 2023 Cancom SE updated financial forecast for the financial year 2023. For the period, the company expected Revenue of €1,630 - 1,700 million (previously €1,320 - 1,390 million). 공지 • May 10
Cancom SE to Report Q1, 2023 Results on May 11, 2023 Cancom SE announced that they will report Q1, 2023 results on May 11, 2023 공지 • Jan 04
Cancom SE (XTRA:COK) signed an agreement to acquire Nwc Services Gmbh. Cancom SE (XTRA:COK) signed an agreement to acquire Nwc Services Gmbh on January 3, 2022. NWC Services generated around €5 million of revenue in the 2021 financial year. Valuation Update With 7 Day Price Move • Oct 03
Investor sentiment deteriorated over the past week After last week's 17% share price decline to €24.62, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 22x in the IT industry in the United Kingdom. Total loss to shareholders of 47% over the past three years. Valuation Update With 7 Day Price Move • Oct 03
Investor sentiment deteriorated over the past week After last week's 17% share price decline to €24.62, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 22x in the IT industry in the United Kingdom. Total loss to shareholders of 47% over the past three years. Reported Earnings • Aug 16
Second quarter 2022 earnings released: EPS: €0.26 (vs €0.29 in 2Q 2021) Second quarter 2022 results: EPS: €0.26 (down from €0.29 in 2Q 2021). Revenue: €300.6m (down 1.5% from 2Q 2021). Net income: €9.22m (down 18% from 2Q 2021). Profit margin: 3.1% (down from 3.7% in 2Q 2021). Over the next year, revenue is forecast to grow 12%, compared to a 17% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings. Upcoming Dividend • Jun 24
Upcoming dividend of €1.00 per share Eligible shareholders must have bought the stock before 29 June 2022. Payment date: 01 July 2022. Payout ratio is on the higher end at 82% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of British dividend payers (5.2%). Higher than average of industry peers (2.6%). Reported Earnings • May 14
First quarter 2022 earnings released: EPS: €0.30 (vs €0.26 in 1Q 2021) First quarter 2022 results: EPS: €0.30 (up from €0.26 in 1Q 2021). Revenue: €307.2m (down 18% from 1Q 2021). Net income: €11.3m (up 12% from 1Q 2021). Profit margin: 3.7% (up from 2.7% in 1Q 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 10%, compared to a 15% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings. Buying Opportunity • Apr 29
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 8.9%. The fair value is estimated to be €59.46, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years. Earnings per share has grown by 9.6%. For the next 3 years, revenue is forecast to grow by 6.8% per annum. Earnings is also forecast to grow by 18% per annum over the same time period. Reported Earnings • Apr 01
Full year 2021 earnings released: EPS: €1.17 (vs €1.60 in FY 2020) Full year 2021 results: EPS: €1.17 (down from €1.60 in FY 2020). Revenue: €1.32b (down 20% from FY 2020). Net income: €44.8m (down 27% from FY 2020). Profit margin: 3.4% (down from 3.7% in FY 2020). The decrease in margin was driven by lower revenue. Over the next year, revenue is forecast to grow 9.5%, compared to a 16% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 10% per year. Valuation Update With 7 Day Price Move • Feb 04
Investor sentiment deteriorated over the past week After last week's 17% share price decline to €51.84, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 32x in the IT industry in the United Kingdom. Total returns to shareholders of 57% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €46.46 per share. Reported Earnings • Nov 12
Third quarter 2021 earnings released: EPS €0.29 (vs €0.65 in 3Q 2020) The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €305.3m (down 23% from 3Q 2020). Net income: €11.0m (down 56% from 3Q 2020). Profit margin: 3.6% (down from 6.3% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • May 17
First quarter 2021 earnings released: EPS €0.26 (vs €0.23 in 1Q 2020) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €374.2m (up 7.9% from 1Q 2020). Net income: €10.1m (up 16% from 1Q 2020). Profit margin: 2.7% (up from 2.5% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 1% per year. Is New 90 Day High Low • Jan 30
New 90-day high: €49.03 The company is up 44% from its price of €33.98 on 30 October 2020. The British market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €51.45 per share. 
