Softcat plc

LSE:SCT 주식 리포트

시가총액: UK£2.8b

Softcat 경영진

경영진 기준 점검 4/4

Softcat CEO는 Graham Charlton, Aug2023 에 임명되었습니다 의 임기는 2.75 년입니다. 총 연간 보상은 £1.75M, 33.5% 급여 및 66.5% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 £2.33M 가치에 해당하는 회사 주식의 0.084% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 3.8 년과 4 년입니다.

핵심 정보

Graham Charlton

최고경영자

UK£1.7m

총 보수

CEO 급여 비율33.49%
CEO 재임 기간2.8yrs
CEO 지분 보유율0.08%
경영진 평균 재임 기간3.8yrs
이사회 평균 재임 기간4yrs

최근 경영진 업데이트

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...

CEO 보수 분석

Graham Charlton의 보수는 Softcat의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Jan 31 2026n/an/a

UK£141m

Oct 31 2025n/an/a

UK£137m

Jul 31 2025UK£2mUK£585k

UK£133m

Apr 30 2025n/an/a

UK£129m

Jan 31 2025n/an/a

UK£125m

Oct 31 2024n/an/a

UK£122m

Jul 31 2024UK£2mUK£568k

UK£119m

Apr 30 2024n/an/a

UK£116m

Jan 31 2024n/an/a

UK£113m

Oct 31 2023n/an/a

UK£113m

Jul 31 2023UK£1mUK£368k

UK£112m

Apr 30 2023n/an/a

UK£110m

Jan 31 2023n/an/a

UK£108m

Oct 31 2022n/an/a

UK£109m

Jul 31 2022UK£2mUK£350k

UK£110m

Apr 30 2022n/an/a

UK£106m

Jan 31 2022n/an/a

UK£102m

Oct 31 2021n/an/a

UK£99m

Jul 31 2021UK£2mUK£318k

UK£96m

Apr 30 2021n/an/a

UK£93m

Jan 31 2021n/an/a

UK£89m

Oct 31 2020n/an/a

UK£82m

Jul 31 2020UK£2mUK£309k

UK£76m

Apr 30 2020n/an/a

UK£75m

Jan 31 2020n/an/a

UK£74m

Oct 31 2019n/an/a

UK£71m

Jul 31 2019UK£2mUK£300k

UK£68m

보상 대 시장: Graham의 총 보수(USD2.37M)는 UK 시장에서 비슷한 규모 기업의 평균(USD3.13M) 수준입니다.

보상과 수익: Graham의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Graham Charlton (48 yo)

2.8yrs
재임 기간
UK£1,746,627
보수

Mr. Graham L. Charlton had been the Chief Financial Officer and serves as Executive Director of Softcat Plc since 2015 and March 19, 2015 respectively and serves as its Chief Executive Officer since August...


리더십 팀

이름직위재임 기간보수지분
Graham Charlton
CEO & Executive Director2.8yrsUK£1.75m0.084%
£ 2.3m
Kathryn Mecklenburgh
CFO & Executive Director2.9yrsUK£920.74k0.027%
£ 744.9k
Anna Pulisciano
Operations Director3.3yrs데이터 없음데이터 없음
Mark Forster
Chief Technology Officer2.6yrs데이터 없음데이터 없음
Keith Monk
Chief Information Officer2.3yrs데이터 없음데이터 없음
Debra Coady
Legal Director & General Counsel8.3yrs데이터 없음데이터 없음
Rebecca Monk
Chief People Officer8.8yrs데이터 없음데이터 없음
Richard Griffith
Chief Commercial Officer6.3yrs데이터 없음데이터 없음
Anthony Cowen
Chief Revenue Officer4.3yrs데이터 없음데이터 없음
Luke Thomas
Company Secretary7.3yrs데이터 없음데이터 없음
3.8yrs
평균 재임 기간

경험이 풍부한 관리: SCT의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.8 년).


이사회 구성원

이름직위재임 기간보수지분
Graham Charlton
CEO & Executive Director11.2yrsUK£1.75m0.084%
£ 2.3m
Kathryn Mecklenburgh
CFO & Executive Director2.9yrsUK£920.74k0.027%
£ 744.9k
Graeme Watt
Non-Executive Chairman8.1yrsUK£482.40k0.090%
£ 2.5m
Robyn Perriss
Independent Non-Executive Director6.8yrsUK£88.31k0.0076%
£ 212.2k
Lynne Weedall
Independent Non-Executive Director4yrsUK£93.65k0.00066%
£ 18.3k
Jacqueline Patricia Ferguson
Senior Independent Non-Executive Director2.3yrsUK£77.15k0.0015%
£ 43.1k
Mayank Prakash
Independent Non-Executive Director2.7yrsUK£63.65k데이터 없음
4.0yrs
평균 재임 기간
52yo
평균 나이

경험이 풍부한 이사회: SCT의 이사회경험이 있음으로 간주됩니다(평균 재임 4 년).


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.

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산업 및 섹터 지표

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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
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Alexander James ShortBerenberg
Benjamin MayBerenberg