Endava plc

NYSE:DAVA 주식 리포트

시가총액: US$218.2m

Endava 과거 순이익 실적

과거 기준 점검 0/6

Endava 의 수입은 연평균 -23.3%의 비율로 감소해 온 반면, IT 산업은 연평균 7.4%의 비율로 증가했습니다. 매출은 연평균 10.6%의 비율로 증가해 왔습니다.

핵심 정보

-23.30%

순이익 성장률

-24.13%

주당순이익(EPS) 성장률

IT 산업 성장률22.43%
매출 성장률10.60%
자기자본이익률-0.52%
순이익률-0.40%
다음 순이익 업데이트21 May 2026

최근 과거 실적 업데이트

Recent updates

내러티브 업데이트 May 05

DAVA: AI Partnerships And Share Buybacks Will Support Future Turnaround Execution

Narrative Update on Endava Analysts have trimmed their price targets on Endava by up to $2, with recent cuts to $9 and $6.50 reflecting updated views on fair value and future P/E. They also point to 2Q26 results as broadly in line with plans and note a slightly higher full year 2026 constant currency outlook.
내러티브 업데이트 Apr 20

DAVA: Buybacks And AI Investments Will Offset Softer Near Term Outlook

Narrative Update on Endava The updated analyst price target for Endava has shifted lower in recent weeks, with moves such as TD Cowen trimming its target to $6.50 and JPMorgan to $9. Analysts are factoring in a slightly softer growth outlook, a lower future P/E assumption, and the effects of foreign exchange and investment spending on near term results.
Seeking Alpha Apr 09

Endava Struggles As AI Pivot Pressures Margins, Growth Remains Elusive

Summary Endava plc remains, for me, a bearish Sell rating due to persistent negative earnings and weak client demand, especially in Payments, Mobility, and TMT sectors. DAVA's transition to GenAI-centric delivery is pressuring gross margins, with ongoing investments and slow headcount attrition failing to offset revenue declines and FX headwinds. Stock buybacks have been funded by increased borrowings, rendering current capital return levels unsustainable given deteriorating free cash flow net of SBC. Management must demonstrate improved earnings and operational efficiency before DAVA becomes investable, as the stock has fallen over 75% in the past year. Read the full article on Seeking Alpha
내러티브 업데이트 Apr 06

DAVA: Shares Will Recover As Buybacks Offset Cautious Revenue Outlook

Narrative Update on Endava Analysts have trimmed their price targets on Endava, with one key target moving from $8.00 to $6.50. This reflects updated views on softer revenue growth assumptions, a lower forward P/E, and slightly better expected profitability after recent earnings and guidance.
내러티브 업데이트 Mar 23

DAVA: FY26 Outlook And AI Partnerships Will Support Future Re Rating Potential

Endava's fair value estimate has been adjusted lower by about $0.64 to $15.72 as analysts factor in reduced price targets, including cuts to $6.50 and $9, while acknowledging recent results that broadly tracked expectations and modest guidance updates. Analyst Commentary Recent research on Endava presents a mixed picture, but there are several elements that more optimistic voices highlight as constructive for the story, even as headline price targets have been reset lower.
내러티브 업데이트 Mar 08

DAVA: Future Execution On AI Partnerships And FY26 Guidance Will Drive Re Rating Potential

Analysts have adjusted their average price target on Endava to a range of $6.50 to $9, reflecting updated fair value estimates and higher discount rates, while acknowledging recent guidance changes and mixed quarterly outlooks driven by foreign exchange and investment spending. Analyst Commentary Recent Street research on Endava points to a more cautious but still constructive setup, with price targets reset into the US$6.50 to US$9 band and expectations aligned more tightly with current guidance.
내러티브 업데이트 Feb 22

DAVA: Shares Will Recover As Earnings Reset And Buybacks Support Upside Potential

Analysts have trimmed their Endava price targets, with recent cuts such as $10 to $9 and other reductions contributing to a lower fair value estimate and updated assumptions on discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Recent Street research on Endava reflects a more cautious stance, with price targets being reset lower and ratings held at neutral rather than skewing positive.
내러티브 업데이트 Feb 08

DAVA: Generative AI Partnerships Will Support Future Turnaround Despite Execution Concerns

Narrative Update on Endava Analysts have trimmed their price target on Endava to US$8 from US$10, citing missed growth guidance, softer performance tied to client credit issues and pipeline conversion, and a view that a recovery in growth now looks more challenging and could keep the shares under pressure in the near term. Analyst Commentary Recent research updates on Endava focus heavily on the reset in expectations after the company missed its previously stated growth guidance and issued another quarter of what analysts describe as disappointing guidance.
내러티브 업데이트 Jan 25

DAVA: Future Execution On Client Credit And Pipeline Conversion Will Drive Re Rating Potential

Analysts have trimmed their Endava price target to $8 from $10, citing missed growth guidance, softer performance tied to client credit issues, and weaker pipeline conversion. They expect these factors to weigh on near term recovery prospects.
분석 기사 Jan 10

Is Endava (NYSE:DAVA) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
내러티브 업데이트 Jan 10

DAVA: Future Execution On Client Credit And Pipeline Issues Will Reset Expectations

Analysts cut their price target on Endava by more than half to about US$17 from roughly US$37 after weaker growth guidance, ongoing client credit and pipeline conversion issues, and lower future P/E assumptions led them to reset expectations. Analyst Commentary Recent research has highlighted a tougher backdrop for Endava, with weaker growth guidance and softer client activity weighing on near term expectations.
내러티브 업데이트 Dec 25

DAVA: Shares Are Expected To Recover As Client Credit Pressures Ease

Endava's analyst price target has been cut from $10 to $8 as analysts point to missed growth guidance, ongoing pressure from client credit issues and weak pipeline conversion, and a more challenging setup for a near term growth recovery. Analyst Commentary Bearish analysts are signaling a more cautious stance on Endava, citing a combination of weaker than expected execution and an increasingly uncertain growth outlook.
내러티브 업데이트 Dec 11

DAVA: Generative AI Partnerships Will Support Future Recovery Despite Guidance Reset

Analysts have reduced their price target on Endava, cutting it by approximately $3 to reflect missed growth guidance, persistent pressure on the outlook, and a more challenging setup for a near term recovery in client demand and pipeline conversion. Analyst Commentary Bullish Takeaways Bullish analysts see the reset in growth expectations and price targets as potentially de-risking the valuation, limiting downside if execution stabilizes from here.
분석 기사 Dec 08

What You Can Learn From Endava plc's (NYSE:DAVA) P/E After Its 28% Share Price Crash

Endava plc ( NYSE:DAVA ) shareholders that were waiting for something to happen have been dealt a blow with a 28% share...
내러티브 업데이트 Nov 27

DAVA: Expanding Generative AI Partnerships Will Support A Stronger Long-Term Outlook

Endava's analyst price target has been reduced significantly. Recent adjustments reflect a new average valuation near $8 to $11, down from previous expectations.
내러티브 업데이트 Nov 12

DAVA: Investments In Gen AI And Partnerships Will Drive Long-Term Opportunity

Analysts have lowered their price target for Endava from $17 to $11, citing ongoing challenges for near-term growth and margin pressure. This comes despite optimism around the company's investments in Gen AI and partnerships.
분석 기사 Nov 05

Is Endava plc (NYSE:DAVA) Potentially Undervalued?

Endava plc ( NYSE:DAVA ), might not be a large cap stock, but it received a lot of attention from a substantial price...
내러티브 업데이트 Oct 29

Long-Term AI Investment Will Drive Revenue Diversification Despite Transitional Year

Narrative Update on Endava Analysts have reduced their price target for Endava from $17 to $11. They cite a cautious FY26 growth outlook and anticipated near-term margin pressures, despite optimism for long-term benefits from Gen AI investments.
내러티브 업데이트 Oct 15

AI Capabilities Like Morpheus And Compass Will Leverage Digital Shift For Market Expansion

Analysts have reduced their price target for Endava from $17 to $11. They cite increased near-term margin pressures and a more cautious growth outlook, despite ongoing investments in Gen AI and partnerships.
내러티브 업데이트 Sep 06

AI Capabilities Like Morpheus And Compass Will Leverage Digital Shift For Market Expansion

Endava’s price target has been cut from $23.49 to $18.93 due to delayed client IT spending amid macroeconomic and sector headwinds, compounded by near-term growth and margin pressures that outweigh long-term strategic positives. Analyst Commentary Elevated macroeconomic uncertainty and trade concerns are resulting in delayed client IT investments and a cautious demand environment.
내러티브 업데이트 Aug 19

AI Capabilities Like Morpheus And Compass Will Leverage Digital Shift For Market Expansion

Despite ongoing sector headwinds and cautious client spending, analysts believe consensus estimates are now de-risked—implying limited downside and possible upside if demand stabilizes—leading to a raised fair value price target for Endava from $22.91 to $24.16. Analyst Commentary Persistent industry underperformance relative to the S&P 500 linked to heightened investor expectations and subsequent disappointment post-year-end rally.
분석 기사 Aug 13

Does Endava (NYSE:DAVA) Have A Healthy Balance Sheet?

NYSE:DAVA 1 Year Share Price vs Fair Value Explore Endava's Fair Values from the Community and select yours Howard...
분석 기사 Jul 26

Endava plc's (NYSE:DAVA) Intrinsic Value Is Potentially 91% Above Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, Endava fair value estimate is US$28.54 Endava's US$14.95 share...
분석 기사 Jun 18

Why Investors Shouldn't Be Surprised By Endava plc's (NYSE:DAVA) P/E

Endava plc's ( NYSE:DAVA ) price-to-earnings (or "P/E") ratio of 36.3x might make it look like a strong sell right now...
분석 기사 Jun 02

Why Endava plc (NYSE:DAVA) Could Be Worth Watching

Endava plc ( NYSE:DAVA ), is not the largest company out there, but it received a lot of attention from a substantial...
분석 기사 May 18

Results: Endava plc Beat Earnings Expectations And Analysts Now Have New Forecasts

There's been a major selloff in Endava plc ( NYSE:DAVA ) shares in the week since it released its third-quarter report...
분석 기사 Apr 16

Endava (NYSE:DAVA) Has A Pretty Healthy Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 Mar 29

Endava plc (NYSE:DAVA) Shares Could Be 28% Below Their Intrinsic Value Estimate

Key Insights The projected fair value for Endava is US$27.67 based on 2 Stage Free Cash Flow to Equity Current share...
Seeking Alpha Mar 28

Endava: Mispriced Today, Repositioned For Tomorrow

Summary Endava Plc is transforming from a mid-tier services firm to an AI-native enterprise enabler, presenting a significant investment opportunity. Despite a tough FY24, Endava's pivot to higher-value work and expansion in North America signal a strong growth trajectory. The stock is undervalued, trading at a significant discount compared to peers, with potential for a 30-50% rise in the next 12 months. Key risks include client concentration, cash flow pressure, wage inflation, and integration of recent acquisitions, but the upside potential outweighs these concerns. Read the full article on Seeking Alpha
분석 기사 Mar 11

Investors Don't See Light At End Of Endava plc's (NYSE:DAVA) Tunnel And Push Stock Down 35%

Endava plc ( NYSE:DAVA ) shareholders won't be pleased to see that the share price has had a very rough month, dropping...
Seeking Alpha Jan 09

Endava PLC: Long-Term Growth Potential Is The Key Focus

Summary I reiterate my buy rating for Endava PLC stock due to its strong long-term growth potential, despite near-term macroeconomic challenges. DAVA's strategic initiatives in core modernization and Gen-AI adoption, supported by proprietary tools Morpheus and Compass, position it well for future growth. Near-term growth may be weak, but I expect DAVA to achieve 20% growth over the next two years as AI investments ramp up. Risks include project delays, talent retention challenges, and rising wage inflation, but the potential upside for DAVA remains significant. Read the full article on Seeking Alpha
분석 기사 Jan 07

Is Endava (NYSE:DAVA) Using Too Much Debt?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 Nov 27

Endava (NYSE:DAVA) Will Be Hoping To Turn Its Returns On Capital Around

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
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새 내러티브 Nov 21

AI-Driven Innovation And Critical Partnerships Propel Company Towards Digital Transformation Success

Strategic focus on AI and core modernization could increase revenue from complex transformation programs and improve operational efficiencies.
분석 기사 Nov 11

Is Now The Time To Look At Buying Endava plc (NYSE:DAVA)?

Endava plc ( NYSE:DAVA ), might not be a large cap stock, but it saw a decent share price growth of 12% on the NYSE...
분석 기사 Oct 29

Is There An Opportunity With Endava plc's (NYSE:DAVA) 31% Undervaluation?

Key Insights Endava's estimated fair value is US$35.65 based on 2 Stage Free Cash Flow to Equity Endava's US$24.60...
Seeking Alpha Oct 28

Endava: Mr. Market May Again Assign DAVA A Hefty Multiple

Summary Endava plc, a London-based IT solutions company, has faced a 6.8% revenue decline in FY24 but remains free cash flow positive. The IT services industry is growing, driven by digital transformation, AI, and cloud computing, with Endava positioned as a key enabler. Despite short-term challenges, Endava's strong culture, low attrition, and founder-led management provide a competitive edge and potential for long-term growth. Endava's valuation suggests significant upside, with potential for a doubling of the share price if growth and margins improve as expected. Read the full article on Seeking Alpha
Seeking Alpha Oct 13

Endava: Management Is Also Responsible For Value Deterioration

Summary Endava faces a temporary slowdown and higher operating costs but offers high potential returns if demand rebounds, warranting a "Hold" recommendation. The company specializes in digital strategy and software engineering, with a significant client base in the financial sector, notably Mastercard. Management’s capital allocation and cost decisions have led to value destruction, with a significant decline in EPS and free cash flow. Despite challenges, conservative estimates and a CEO with significant ownership suggest potential, but management improvements are crucial for shareholder value. Read the full article on Seeking Alpha
분석 기사 Oct 13

Positive Sentiment Still Eludes Endava plc (NYSE:DAVA) Following 26% Share Price Slump

The Endava plc ( NYSE:DAVA ) share price has fared very poorly over the last month, falling by a substantial 26%. For...
분석 기사 Sep 22

Endava plc Just Missed Earnings - But Analysts Have Updated Their Models

One of the biggest stories of last week was how Endava plc ( NYSE:DAVA ) shares plunged 20% in the week since its...
Seeking Alpha Aug 14

Endava In No Hurry To Cut Costs As Revenue Declines

Summary Endava provides technology and business consulting services globally. Despite potential growth in its markets, Endava's financial trends show negative operating income and declining revenue. Management's incremental response to the need to reduce costs, coupled with macroeconomic uncertainty and a pricey stock valuation, lead me to be Bearish on DAVA. Read the full article on Seeking Alpha
분석 기사 Jul 18

Endava plc's (NYSE:DAVA) 29% Price Boost Is Out Of Tune With Earnings

Endava plc ( NYSE:DAVA ) shareholders would be excited to see that the share price has had a great month, posting a 29...
분석 기사 Jul 13

Is Endava plc (NYSE:DAVA) Potentially Undervalued?

Endava plc ( NYSE:DAVA ), is not the largest company out there, but it saw a significant share price rise of 27% in the...
Seeking Alpha Jun 19

Argosy Investors - Endava: Now Is An Interesting Time To Add DAVA

Summary IT services offer high returns on capital and have evolved to focus on customer-facing activities such as custom application development. Endava's project-based engagements make it more sensitive to economic cycles compared to legacy IT providers, experiencing a post-COVID hangover. Despite challenges, Endava's potential for double-digit growth in the next five years makes its current low multiple of 15x earnings an attractive investment opportunity. Read the full article on Seeking Alpha
분석 기사 Jun 18

Is Endava plc (NYSE:DAVA) Trading At A 44% Discount?

Key Insights The projected fair value for Endava is US$43.94 based on 2 Stage Free Cash Flow to Equity Current share...
분석 기사 May 31

We Think You Can Look Beyond Endava's (NYSE:DAVA) Lackluster Earnings

Soft earnings didn't appear to concern Endava plc's ( NYSE:DAVA ) shareholders over the last week. We think that the...

매출 및 비용 세부 내역

Endava가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NYSE:DAVA 매출, 비용 및 순이익 (GBP Millions)
날짜매출순이익일반관리비연구개발비
31 Dec 25744-31540
30 Sep 25755111580
30 Jun 25772211600
31 Mar 25780181610
31 Dec 2475961640
30 Sep 2474771570
30 Jun 24741171550
31 Mar 24736421510
31 Dec 23765681450
30 Sep 23787751460
30 Jun 23795941490
31 Mar 23785981460
31 Dec 22751941420
30 Sep 22703941330
30 Jun 22655831220
31 Mar 22608721130
31 Dec 21551651050
30 Sep 2149957930
30 Jun 2144643870
31 Mar 2140334840
31 Dec 2038335790
30 Sep 2036414770
01 Jul 2035120770
31 Mar 2033724740
31 Dec 1931815710
30 Sep 1930436680
30 Jun 1928824660
31 Mar 1927321610
31 Dec 1825819580
30 Sep 1823616510
30 Jun 1821819460
31 Mar 1819918370
30 Jun 1715917270
30 Jun 1611517200
30 Jun 15841410

양질의 수익: DAVA 은(는) 현재 수익성이 없습니다.

이익 마진 증가: DAVA는 현재 수익성이 없습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: DAVA은 수익성이 없으며 지난 5년 동안 손실이 연평균 23.3% 증가했습니다.

성장 가속화: 현재 수익성이 없어 지난 1년간 DAVA의 수익 성장률을 5년 평균과 비교할 수 없습니다.

수익 대 산업: DAVA은 수익성이 없어 지난 해 수익 성장률을 IT 업계(32.4%)와 비교하기 어렵습니다.


자기자본이익률

높은 ROE: DAVA는 현재 수익성이 없으므로 자본 수익률이 음수(-0.52%)입니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/11 11:59
종가2026/05/11 00:00
수익2025/12/31
연간 수익2025/06/30

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분석가 소스

Endava plc는 16명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Tyler DuPontBofA Global Research
Christopher SvenssonDeutsche Bank
Yu LeeGuggenheim Securities, LLC