View Future GrowthCancom 과거 순이익 실적과거 기준 점검 1/6Cancom의 수입은 연평균 -11.6%의 비율로 감소해 온 반면, IT 산업은 수입이 연평균 10.4% 증가했습니다. 매출은 연평균 9%의 비율로 증가해 왔습니다. Cancom의 자기자본이익률은 5.2%이고 순이익률은 1.7%입니다.핵심 정보-11.62%순이익 성장률-8.11%주당순이익(EPS) 성장률IT 산업 성장률17.66%매출 성장률8.99%자기자본이익률5.23%순이익률1.67%다음 순이익 업데이트13 May 2026최근 과거 실적 업데이트공지 • Nov 08+ 4 more updatesCancom SE to Report Q3, 2026 Results on Nov 12, 2026Cancom SE announced that they will report Q3, 2026 results on Nov 12, 2026공지 • Dec 21+ 2 more updatesCancom SE to Report Fiscal Year 2024 Results on Feb 11, 2025Cancom SE announced that they will report fiscal year 2024 results on Feb 11, 2025공지 • Dec 16+ 4 more updatesCancom SE to Report Q3, 2024 Results on Nov 12, 2024Cancom SE announced that they will report Q3, 2024 results on Nov 12, 2024Reported Earnings • Aug 14Second 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.공지 • May 10Cancom SE to Report Q1, 2023 Results on May 11, 2023Cancom SE announced that they will report Q1, 2023 results on May 11, 2023공지 • Dec 02+ 3 more updatesCancom SE to Report Q2, 2023 Results on Aug 10, 2023Cancom SE announced that they will report Q2, 2023 results on Aug 10, 2023모든 업데이트 보기Recent updates공지 • 20hCancom SE, Annual General Meeting, Jun 17, 2026Cancom SE, Annual General Meeting, Jun 17, 2026, at 11:00 W. Europe Standard Time.공지 • Mar 31Cancom SE announces Annual dividend, payable on June 22, 2026Cancom 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 • Nov 08+ 4 more updatesCancom SE to Report Q3, 2026 Results on Nov 12, 2026Cancom SE announced that they will report Q3, 2026 results on Nov 12, 2026공지 • May 12Cancom SE, Annual General Meeting, Jun 24, 2025Cancom SE, Annual General Meeting, Jun 24, 2025, at 11:00 W. Europe Standard Time.공지 • Apr 01Cancom SE announces Annual dividend, payable on June 27, 2025Cancom 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 • Dec 21+ 2 more updatesCancom SE to Report Fiscal Year 2024 Results on Feb 11, 2025Cancom SE announced that they will report fiscal year 2024 results on Feb 11, 2025공지 • May 08Cancom SE, Annual General Meeting, Jun 05, 2024Cancom SE, Annual General Meeting, Jun 05, 2024.공지 • Dec 16+ 4 more updatesCancom SE to Report Q3, 2024 Results on Nov 12, 2024Cancom SE announced that they will report Q3, 2024 results on Nov 12, 2024공지 • Dec 13CANCOM SE Approves Supervisory Board ChangesAt 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 29Cancom 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 17Investor 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 14Second 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 12New minor risk - Shareholder dilutionThe 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 17Cancom SE Confirms Swantje Schulze as Member of Supervisory BoardCancom SE at its Annual General Meeting held on 14 June 2023, confirmed Dr. Swantje Schulze as a member of the Supervisory Board.공지 • Jun 16Cancom SE Approves DividendCancom SE at its AGM held on June 14, 2023, approved dividend proposal of €1.00 per dividend-bearing share.공지 • May 26Cancom SE Updates Financial Forecast for the Financial Year 2023Cancom 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 10Cancom SE to Report Q1, 2023 Results on May 11, 2023Cancom SE announced that they will report Q1, 2023 results on May 11, 2023공지 • Jan 04Cancom 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.공지 • Dec 02+ 3 more updatesCancom SE to Report Q2, 2023 Results on Aug 10, 2023Cancom SE announced that they will report Q2, 2023 results on Aug 10, 2023Valuation Update With 7 Day Price Move • Oct 03Investor sentiment deteriorated over the past weekAfter 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 03Investor sentiment deteriorated over the past weekAfter 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 16Second 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 24Upcoming dividend of €1.00 per shareEligible 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 14First 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 29Now 21% undervalued after recent price dropOver 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 01Full 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 04Investor sentiment deteriorated over the past weekAfter 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 12Third 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 17First 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 30New 90-day high: €49.03The 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.매출 및 비용 세부 내역Cancom가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이BATS-CHIXE:COKD 매출, 비용 및 순이익 (EUR Millions)날짜매출순이익일반관리비연구개발비31 Dec 251,71529477030 Sep 251,70817481030 Jun 251,70719478031 Mar 251,70926476031 Dec 241,73933474030 Sep 241,72040461030 Jun 241,71442456031 Mar 241,64938428031 Dec 231,52638386030 Sep 231,43327376030 Jun 231,34826305031 Mar 231,31932282031 Dec 221,29932274030 Sep 221,28545235030 Jun 221,25347261031 Mar 221,25749258031 Dec 211,29248257030 Sep 211,27750253030 Jun 211,26647250031 Mar 211,17037232031 Dec 201,18436241030 Sep 201,27214254030 Jun 201,34823258031 Mar 201,54635277031 Dec 191,55835266030 Sep 191,48653250030 Jun 191,47947249031 Mar 191,37242240031 Dec 181,32342230030 Sep 181,32143226030 Jun 181,23841217031 Mar 181,21541209031 Dec 171,16440205030 Sep 171,11736200030 Jun 171,06937196031 Mar 171,04835195031 Dec 161,02634191030 Sep 1699538187030 Jun 1699637184031 Mar 1697133183031 Dec 1593530182030 Sep 1591421185030 Jun 15893181870양질의 수익: COKD는 고품질 수익을 보유하고 있습니다.이익 마진 증가: COKD의 현재 순 이익률 (1.7%)은 지난해 (1.9%)보다 낮습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: COKD의 수익은 지난 5년 동안 연평균 11.6% 감소했습니다.성장 가속화: COKD은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.수익 대 산업: COKD은 지난 1년 동안 수익이 감소(-14.2%)하여 IT 업계 평균(-23.5%)과 비교하기 어렵습니다.자기자본이익률높은 ROE: COKD의 자본 수익률(5.2%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YSoftware 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/06 08:46종가2026/04/09 00:00수익2025/12/31연간 수익2025/12/31데이터 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 소스Cancom SE는 14명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Gerhard SchwarzBaader Helvea Equity ResearchNicole WinklerBerenbergGustav FrobergBerenberg11명의 분석가 더 보기
공지 • Nov 08+ 4 more updatesCancom SE to Report Q3, 2026 Results on Nov 12, 2026Cancom SE announced that they will report Q3, 2026 results on Nov 12, 2026
공지 • Dec 21+ 2 more updatesCancom SE to Report Fiscal Year 2024 Results on Feb 11, 2025Cancom SE announced that they will report fiscal year 2024 results on Feb 11, 2025
공지 • Dec 16+ 4 more updatesCancom SE to Report Q3, 2024 Results on Nov 12, 2024Cancom SE announced that they will report Q3, 2024 results on Nov 12, 2024
Reported Earnings • Aug 14Second 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.
공지 • May 10Cancom SE to Report Q1, 2023 Results on May 11, 2023Cancom SE announced that they will report Q1, 2023 results on May 11, 2023
공지 • Dec 02+ 3 more updatesCancom SE to Report Q2, 2023 Results on Aug 10, 2023Cancom SE announced that they will report Q2, 2023 results on Aug 10, 2023
공지 • 20hCancom SE, Annual General Meeting, Jun 17, 2026Cancom SE, Annual General Meeting, Jun 17, 2026, at 11:00 W. Europe Standard Time.
공지 • Mar 31Cancom SE announces Annual dividend, payable on June 22, 2026Cancom 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 • Nov 08+ 4 more updatesCancom SE to Report Q3, 2026 Results on Nov 12, 2026Cancom SE announced that they will report Q3, 2026 results on Nov 12, 2026
공지 • May 12Cancom SE, Annual General Meeting, Jun 24, 2025Cancom SE, Annual General Meeting, Jun 24, 2025, at 11:00 W. Europe Standard Time.
공지 • Apr 01Cancom SE announces Annual dividend, payable on June 27, 2025Cancom 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 • Dec 21+ 2 more updatesCancom SE to Report Fiscal Year 2024 Results on Feb 11, 2025Cancom SE announced that they will report fiscal year 2024 results on Feb 11, 2025
공지 • May 08Cancom SE, Annual General Meeting, Jun 05, 2024Cancom SE, Annual General Meeting, Jun 05, 2024.
공지 • Dec 16+ 4 more updatesCancom SE to Report Q3, 2024 Results on Nov 12, 2024Cancom SE announced that they will report Q3, 2024 results on Nov 12, 2024
공지 • Dec 13CANCOM SE Approves Supervisory Board ChangesAt 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 29Cancom 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 17Investor 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 14Second 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 12New minor risk - Shareholder dilutionThe 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 17Cancom SE Confirms Swantje Schulze as Member of Supervisory BoardCancom SE at its Annual General Meeting held on 14 June 2023, confirmed Dr. Swantje Schulze as a member of the Supervisory Board.
공지 • Jun 16Cancom SE Approves DividendCancom SE at its AGM held on June 14, 2023, approved dividend proposal of €1.00 per dividend-bearing share.
공지 • May 26Cancom SE Updates Financial Forecast for the Financial Year 2023Cancom 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 10Cancom SE to Report Q1, 2023 Results on May 11, 2023Cancom SE announced that they will report Q1, 2023 results on May 11, 2023
공지 • Jan 04Cancom 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.
공지 • Dec 02+ 3 more updatesCancom SE to Report Q2, 2023 Results on Aug 10, 2023Cancom SE announced that they will report Q2, 2023 results on Aug 10, 2023
Valuation Update With 7 Day Price Move • Oct 03Investor sentiment deteriorated over the past weekAfter 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 03Investor sentiment deteriorated over the past weekAfter 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 16Second 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 24Upcoming dividend of €1.00 per shareEligible 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 14First 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 29Now 21% undervalued after recent price dropOver 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 01Full 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 04Investor sentiment deteriorated over the past weekAfter 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 12Third 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 17First 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 30New 90-day high: €49.03The 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.