Softcat plc

LSE:SCT 주식 리포트

시가총액: UK£2.8b

Softcat 향후 성장

Future 기준 점검 2/6

Softcat (는) 각각 연간 7.2% 및 3.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 7.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 36.6% 로 예상됩니다.

핵심 정보

7.2%

이익 성장률

7.12%

EPS 성장률

IT 이익 성장13.2%
매출 성장률3.9%
향후 자기자본이익률36.62%
애널리스트 커버리지

Good

마지막 업데이트28 Apr 2026

최근 향후 성장 업데이트

분석 기사 Oct 27

The Softcat plc (LON:SCT) Full-Year Results Are Out And Analysts Have Published New Forecasts

Shareholders of Softcat plc ( LON:SCT ) will be pleased this week, given that the stock price is up 11% to UK£17.16...

Recent updates

내러티브 업데이트 May 02

SCT: Rich Dividend Payout Will Continue To Mask Weak Earnings Power

Analysts have raised their Softcat price target by £0.10 to reflect slightly higher assumed revenue growth and a marginally higher forward P/E. This is partly offset by a small reduction in expected profit margins and a modest increase in the discount rate.
내러티브 업데이트 Apr 18

SCT: Softer Revenue Outlook Will Limit Appeal Of Dividend Returns

Analysts have reduced their Softcat price target from £14.50 to £12.10. This reflects updated views on softer revenue growth assumptions, a slightly higher discount rate, and a lower future P/E multiple, partly offset by a modestly improved profit margin outlook.
내러티브 업데이트 Apr 04

SCT: Dividend Increases And Share Buybacks Will Drive Strong Future Returns

Analysts have trimmed their Softcat price target from £17.18 to £16.58, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E levels. What's in the News Softcat has recommended an interim ordinary dividend of 9.9 pence per share for H1 FY2026, amounting to £19.5 million, under its policy of paying one third of the previous year's total ordinary dividend as the interim payout (Key Developments).
분석 기사 Mar 26

We Think Softcat's (LON:SCT) Solid Earnings Are Understated

Softcat plc ( LON:SCT ) announced a healthy earnings result recently, and the market rewarded it with a strong uplift...
내러티브 업데이트 Mar 21

SCT: Buybacks And Rising Dividends Will Support Strong Future Returns

Analysts have slightly adjusted their view on Softcat, trimming the indicative fair value from £17.43 to £17.18 as they update assumptions around revenue growth, profit margins, discount rate and future P/E expectations. What's in the News Softcat recommended an interim ordinary dividend of 9.9 pence per share for H1 FY2026, aligned with its policy of paying one third of the previous year's total ordinary dividend as the interim dividend (Key Developments).
내러티브 업데이트 Mar 07

SCT: Buybacks And Rising Dividends Will Drive Strong Future Returns

Analysts have trimmed their fair value estimate for Softcat from £18.27 to £17.43, citing slightly higher discount rate assumptions, marginally adjusted profit margin expectations, and a modestly different future P/E outlook. What's in the News Softcat plc began a share repurchase program on January 8, 2026, following approval at the December 15, 2025 AGM, with authority to buy back up to 19,994,626 shares, to be either cancelled or held as treasury shares (Key Developments).
내러티브 업데이트 Feb 20

SCT: Buybacks And Dividends Will Drive Attractive Future Return Profile

Analysts have kept their Softcat price target broadly unchanged at £14.50, citing relatively stable assumptions for the discount rate, revenue growth, profit margin and future P/E, which together point to a similar assessment of long term value. What's in the News Softcat began a share repurchase program on January 8, 2026, following approval at the December 15, 2025 AGM.
내러티브 업데이트 Feb 06

SCT: Buybacks And Dividends Will Support Attractive Future Return Profile

Analysts have lifted their price target for Softcat to £14.50, reflecting slightly higher assumed revenue growth, a small improvement in profit margin, and a marginally lower discount rate, alongside a similar future P/E expectation. What's in the News Softcat began a share repurchase program on 8 January 2026, authorized to buy back up to 19,994,626 shares, with repurchased shares either cancelled or held in treasury (AGM resolution, 15 December 2025).
내러티브 업데이트 Jan 23

SCT: Buybacks And Dividends Will Shape Future Fairly Valued Share Appeal

Analysts have nudged their price target on Softcat slightly higher to reflect modest adjustments to the discount rate, revenue growth assumptions, profit margin and future P/E expectations, indicating a marginally more constructive view on the company’s valuation drivers. What's in the News Softcat began a share repurchase program on January 8, 2026, following shareholder approval at the December 15, 2025 AGM.
내러티브 업데이트 Jan 09

SCT: Dividend Returns And Steady Outlook Will Shape Future Share Appeal

Analysts have raised their Softcat price target from £14.00 to £14.50, reflecting updated assumptions on discount rates, revenue growth, profit margins and future price-to-earnings (P/E) expectations. What's in the News Approval of a final dividend of 20.4 pence per ordinary share at the 15 December 2025 AGM.
내러티브 업데이트 Dec 20

SCT: Rising Dividends Will Drive Attractive Future Shareholder Returns

Narrative Update on Analyst Price Target Analysts have modestly increased their price target for Softcat, citing a slightly higher expected future price-to-earnings multiple and broadly unchanged growth and profitability assumptions that together support an updated valuation of approximately £18.27 per share. What's in the News Softcat confirmed earnings guidance for fiscal 2026, reiterating that underlying operating profit growth is expected to be weighted toward the first half due to the timing of large projects in FY2025 and FY2026 (company guidance).
분석 기사 Dec 12

Should You Be Adding Softcat (LON:SCT) To Your Watchlist Today?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
내러티브 업데이트 Dec 05

SCT: Dividend Payouts And Acquisitions Will Drive Attractive Future Returns

Analysts have nudged their Softcat price target slightly lower, trimming it by approximately £0.01 per share, as they balance expectations of stronger revenue growth against modestly lower profit margin forecasts and a marginally higher discount rate. What's in the News Softcat reaffirmed earnings guidance for fiscal 2026, maintaining the outlook given in its August trading update while flagging that underlying operating profit growth in FY2025 will be weighted toward the first half due to project phasing (company guidance).
내러티브 업데이트 Oct 29

Dividend Increases And Acquisitions Will Drive Shareholder Returns This Year

Analyst Price Target for Softcat Marginally Raised Analysts have slightly increased their price target for Softcat from £18.14 to £18.27. This reflects a nuanced adjustment based on updated forecasts for revenue growth and profitability.
분석 기사 Jul 20

Should You Be Adding Softcat (LON:SCT) To Your Watchlist Today?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
분석 기사 Jun 23

There's Reason For Concern Over Softcat plc's (LON:SCT) Price

Softcat plc's ( LON:SCT ) price-to-earnings (or "P/E") ratio of 30x might make it look like a strong sell right now...
분석 기사 Apr 10

Softcat (LON:SCT) Will Pay A Dividend Of £0.089

The board of Softcat plc ( LON:SCT ) has announced that it will pay a dividend of £0.089 per share on the 21st of May...
분석 기사 Mar 22

Softcat (LON:SCT) Is Due To Pay A Dividend Of £0.089

Softcat plc's ( LON:SCT ) investors are due to receive a payment of £0.089 per share on 21st of May. Based on this...
분석 기사 Mar 08

Getting In Cheap On Softcat plc (LON:SCT) Is Unlikely

Softcat plc's ( LON:SCT ) price-to-earnings (or "P/E") ratio of 25.9x might make it look like a strong sell right now...
분석 기사 Jan 26

Calculating The Intrinsic Value Of Softcat plc (LON:SCT)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Softcat fair value estimate is UK£12.93 With UK£15.29 share...
User avatar
새 내러티브 Dec 18

Embracing Microsoft Copilot And Global Expansion Will Boost Profitability And Revenue Growth

Strategic focus on consultancy and managed services can increase higher-margin service revenue, enhance net margins, and support long-term earnings growth.
분석 기사 Dec 13

Softcat (LON:SCT) Ticks All The Boxes When It Comes To Earnings Growth

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
분석 기사 Nov 25

Softcat plc's (LON:SCT) Price Is Out Of Tune With Earnings

Softcat plc's ( LON:SCT ) price-to-earnings (or "P/E") ratio of 26.8x might make it look like a strong sell right now...
분석 기사 Nov 05

Softcat (LON:SCT) Is Increasing Its Dividend To £0.39

The board of Softcat plc ( LON:SCT ) has announced that it will be paying its dividend of £0.39 on the 17th of...
분석 기사 Oct 27

The Softcat plc (LON:SCT) Full-Year Results Are Out And Analysts Have Published New Forecasts

Shareholders of Softcat plc ( LON:SCT ) will be pleased this week, given that the stock price is up 11% to UK£17.16...
분석 기사 Oct 21

A Look At The Intrinsic Value Of Softcat plc (LON:SCT)

Key Insights The projected fair value for Softcat is UK£16.35 based on 2 Stage Free Cash Flow to Equity Current share...
분석 기사 Sep 06

Here's Why We Think Softcat (LON:SCT) Is Well Worth Watching

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
분석 기사 Jul 13

A Look At The Intrinsic Value Of Softcat plc (LON:SCT)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Softcat fair value estimate is UK£13.91 Softcat's UK£16.30...
분석 기사 Jun 04

Risks To Shareholder Returns Are Elevated At These Prices For Softcat plc (LON:SCT)

With a price-to-earnings (or "P/E") ratio of 29.5x Softcat plc ( LON:SCT ) may be sending very bearish signals at the...
분석 기사 May 14

With EPS Growth And More, Softcat (LON:SCT) Makes An Interesting Case

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
분석 기사 Mar 29

Softcat's (LON:SCT) Dividend Will Be £0.085

Softcat plc's ( LON:SCT ) investors are due to receive a payment of £0.085 per share on 22nd of May. The payment will...
분석 기사 Feb 02

Earnings Not Telling The Story For Softcat plc (LON:SCT)

Softcat plc's ( LON:SCT ) price-to-earnings (or "P/E") ratio of 26x might make it look like a strong sell right now...
분석 기사 Oct 27

Softcat (LON:SCT) Is Increasing Its Dividend To £0.296

Softcat plc's ( LON:SCT ) dividend will be increasing from last year's payment of the same period to £0.296 on 19th of...
분석 기사 Oct 05

If EPS Growth Is Important To You, Softcat (LON:SCT) Presents An Opportunity

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
분석 기사 Sep 03

Is It Time To Consider Buying Softcat plc (LON:SCT)?

Softcat plc ( LON:SCT ), is not the largest company out there, but it saw a decent share price growth in the teens...
분석 기사 Jul 25

Calculating The Fair Value Of Softcat plc (LON:SCT)

Key Insights The projected fair value for Softcat is UK£13.28 based on 2 Stage Free Cash Flow to Equity Current share...
분석 기사 Jul 07

If EPS Growth Is Important To You, Softcat (LON:SCT) Presents An Opportunity

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
분석 기사 May 28

Should You Think About Buying Softcat plc (LON:SCT) Now?

While Softcat plc ( LON:SCT ) might not be the most widely known stock at the moment, it led the LSE gainers with a...
분석 기사 Mar 31

Softcat (LON:SCT) Will Pay A Larger Dividend Than Last Year At £0.08

The board of Softcat plc ( LON:SCT ) has announced that it will be increasing its dividend by 9.6% on the 24th of May...
분석 기사 Mar 14

Is Softcat plc (LON:SCT) Worth UK£10.7 Based On Its Intrinsic Value?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Softcat fair value estimate is UK£7.99 Current share price of...
분석 기사 Feb 23

Does Softcat (LON:SCT) Deserve A Spot On Your Watchlist?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...

이익 및 매출 성장 예측

LSE:SCT - 애널리스트 향후 추정치 및 과거 재무 데이터 (GBP Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
7/31/20281,8621721511719
7/31/20271,68815413915811
7/31/20261,65713912614611
1/31/20261,750141185196N/A
10/31/20251,604137155168N/A
7/31/20251,458133125141N/A
4/30/20251,250129121135N/A
1/31/20251,041125118130N/A
10/31/20241,002122113123N/A
7/31/2024963119108116N/A
4/30/202495111699105N/A
1/31/20249401139095N/A
10/31/202396311396100N/A
7/31/2023985112102105N/A
4/30/202399911098102N/A
1/31/20231,0131089599N/A
10/31/20221,0451098791N/A
7/31/20221,0781107884N/A
4/30/20229311068388N/A
1/31/20227851028893N/A
10/31/2021784998692N/A
7/31/2021784968591N/A
4/30/2021957937987N/A
1/31/20211,130897383N/A
10/31/20201,104826474N/A
7/31/20201,077765564N/A
4/30/20201,080755763N/A
1/31/20201,082745861N/A
10/31/20191,03771N/A63N/A
7/31/201999268N/A65N/A
4/30/201993266N/AN/AN/A
1/31/201987363N/A65N/A
10/31/201883559N/A61N/A
7/31/201879755N/A57N/A
4/30/201880549N/AN/AN/A
1/31/201881243N/A41N/A
10/31/201782241N/A41N/A
7/31/201783240N/A41N/A
4/30/201779539N/A36N/A
1/31/201775738N/A32N/A
10/31/201671536N/A31N/A
7/31/201667233N/A30N/A
4/30/201664831N/A43N/A
1/31/201662430N/A56N/A
10/31/201561030N/A52N/A
7/31/201559631N/A47N/A

애널리스트 향후 성장 전망

수입 대 저축률: SCT 의 연간 예상 수익 증가율(7.2%)이 saving rate(3.4%)보다 높습니다.

수익 vs 시장: SCT 의 연간 수익(7.2%)이 UK 시장(12.1%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: SCT 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: SCT 의 수익(연간 3.9%)이 UK 시장(연간 4.5%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: SCT 의 수익(연간 3.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.


주당순이익 성장 예측


향후 자기자본이익률

미래 ROE: SCT의 자본 수익률은 3년 후 36.6%로 높을 것으로 예상됩니다.


성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/06 15:00
종가2026/05/06 00:00
수익2026/01/31
연간 수익2025/07/31

데이터 소스

당사의 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 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Softcat plc는 19명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
James ZarembaBarclays
Alexander James ShortBerenberg
Benjamin MayBerenberg