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ePlus inc.NasdaqGS:PLUS 주식 보고서

시가총액 US$2.1b
주가
US$80.90
US$111
27.1% 저평가 내재 할인율
1Y14.0%
7D-8.7%
1D
포트폴리오 가치
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ePlus inc.

NasdaqGS:PLUS 주식 리포트

시가총액: US$2.1b

ePlus (PLUS) 주식 개요

는 자회사와 함께 조직이 미국 및 국제적으로 IT 환경과 공급망 프로세스를 최적화할 수 있는 정보 기술(IT) 솔루션을 제공합니다. 자세히 보기

PLUS 펀더멘털 분석
스노우플레이크 점수
가치 평가3/6
미래 성장0/6
과거 실적4/6
재무 건전성5/6
배당1/6

PLUS Community Fair Values

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ePlus inc. 경쟁사

가격 이력 및 성과

ePlus 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$80.90
52주 최고가US$93.98
52주 최저가US$62.11
베타1.02
1개월 변동-7.17%
3개월 변동3.72%
1년 변동14.03%
3년 변동47.04%
5년 변동78.14%
IPO 이후 변동3,306.32%

최근 뉴스 및 업데이트

내러티브 업데이트 Jun 02

PLUS: AI And Managed Services Shift Will Drive Future Upside Potential

Analysts have trimmed their price target for ePlus from $115 to $111 as they update assumptions around slightly lower revenue growth, modestly softer profit margins, and a reduced future P/E of 25.26x, all under a marginally higher discount rate. What's in the News ePlus reported record fiscal 2026 gross billings with double digit growth across key revenue and operating metrics, while reallocating focus toward IT services such as professional and managed services.
Seeking Alpha May 31

ePlus: Take Note Of High Growth Concentration

Summary ePlus inc. ended FY2026 on a strong note. Fourth quarter revenues grew well, which ePlus managed to turn into increased earnings. AI seems to be a tailwind on PLUS's growth going forward, as customers are investing in AI capabilities. There's reason to be cautious. PLUS's FY2026 growth seems to have been achieved due to a few outsized projects, which may not be replicated. I estimate PLUS stock to have 18% upside to $96.7, representing a fair margin of safety. Read the full article on Seeking Alpha

Recent updates

내러티브 업데이트 Jun 02

PLUS: AI And Managed Services Shift Will Drive Future Upside Potential

Analysts have trimmed their price target for ePlus from $115 to $111 as they update assumptions around slightly lower revenue growth, modestly softer profit margins, and a reduced future P/E of 25.26x, all under a marginally higher discount rate. What's in the News ePlus reported record fiscal 2026 gross billings with double digit growth across key revenue and operating metrics, while reallocating focus toward IT services such as professional and managed services.
Seeking Alpha May 31

ePlus: Take Note Of High Growth Concentration

Summary ePlus inc. ended FY2026 on a strong note. Fourth quarter revenues grew well, which ePlus managed to turn into increased earnings. AI seems to be a tailwind on PLUS's growth going forward, as customers are investing in AI capabilities. There's reason to be cautious. PLUS's FY2026 growth seems to have been achieved due to a few outsized projects, which may not be replicated. I estimate PLUS stock to have 18% upside to $96.7, representing a fair margin of safety. Read the full article on Seeking Alpha
내러티브 업데이트 May 08

PLUS: Memory Optimization Efforts Will Drive Future Upside Potential

Analysts have nudged their price target on ePlus to $115, reflecting updated assumptions around the company’s discount rate and future P/E, while keeping fair value broadly aligned with prior estimates. What's in the News ePlus launched a Memory Optimization and Reclamation Assessment designed to help organizations evaluate workloads, identify overprovisioned or idle resources, and right-size existing memory capacity as supply chain challenges affect access to memory chips.
내러티브 업데이트 Apr 17

PLUS: Memory Optimization Initiatives And Buybacks Will Drive Future Upside Potential

Analysts have maintained their fair value estimate for ePlus at $115, making only small adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions, which together support an unchanged overall price target. What's in the News ePlus launched a Memory Optimization and Reclamation Assessment to help organizations evaluate workloads, reclaim idle or over-provisioned memory, and right size existing capacity amid reported supply constraints and price pressure in the broader memory market driven by AI infrastructure demand (Key Developments).
내러티브 업데이트 Apr 03

PLUS: Raised Guidance And Buybacks Will Drive Future Upside Potential

Analysts now set their price target for ePlus at $115, down from $126. This reflects updated assumptions for slightly lower revenue growth and profit margins, along with a modestly higher future P/E multiple.
내러티브 업데이트 Mar 18

PLUS: Raised Guidance And Buybacks Will Support Future Upside Potential

Analysts have kept their fair value estimate for ePlus steady at $126. This is supported by largely unchanged assumptions around discount rate, revenue growth, profit margin, and future P/E, leading to no shift in the overall price target narrative.
내러티브 업데이트 Mar 04

PLUS: Raised Guidance And Buybacks Will Support Future Earnings Upside

Analysts have maintained their fair value estimate for ePlus at $126.00, making only marginal adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions. This indicates that their overall view on the stock’s potential remains broadly unchanged.
내러티브 업데이트 Feb 17

PLUS: Raised Guidance And Buybacks Will Support Higher Margins And Returns

Analysts have raised their price target for ePlus from $108 to $126, citing updated assumptions for revenue growth, profit margins, and a lower assumed future P/E multiple as the key drivers of the change. What's in the News From October 1, 2025 to December 31, 2025, ePlus repurchased 212,900 shares, representing 0.81% of outstanding shares, for a total of US$16.61 million under its existing buyback program (company disclosure).
내러티브 업데이트 Feb 03

PLUS: Raised Guidance And Buybacks Will Support Margin Upside Ahead

Analysts held their fair value estimate for ePlus at $108, with only minimal tweaks to assumptions such as discount rate, revenue growth, profit margin, and future P/E. This reflects a view that the stock's overall valuation framework remains broadly consistent with prior expectations.
내러티브 업데이트 Nov 23

PLUS: Expanded Service Support Will Drive Margin Upside In Coming Years

Narrative Update: ePlus Analyst Price Target Revised Analysts have maintained the fair value estimate for ePlus at $108.00. Improved profit margin projections have balanced out a somewhat lower forward price-to-earnings ratio in their updated assessment.
분석 기사 Nov 11

ePlus inc.'s (NASDAQ:PLUS) 27% Price Boost Is Out Of Tune With Earnings

ePlus inc. ( NASDAQ:PLUS ) shares have had a really impressive month, gaining 27% after a shaky period beforehand. The...
내러티브 업데이트 Nov 08

PLUS: Accelerating Managed Services Expansion Will Strengthen Margins And Drive Upside

Analysts have raised their price target for ePlus from $92 to $108. They cite improved revenue growth expectations, higher projected profit margins, and a slightly lower future price-to-earnings ratio as key factors behind the increase.
분석 기사 Jul 30

Unpleasant Surprises Could Be In Store For ePlus inc.'s (NASDAQ:PLUS) Shares

There wouldn't be many who think ePlus inc.'s ( NASDAQ:PLUS ) price-to-earnings (or "P/E") ratio of 16.7x is worth a...
분석 기사 Jul 12

ePlus (NASDAQ:PLUS) Seems To Use Debt Quite Sensibly

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

Investors Can Find Comfort In ePlus' (NASDAQ:PLUS) Earnings Quality

ePlus inc.'s ( NASDAQ:PLUS ) stock was strong despite it releasing a soft earnings report last week. Our analysis...
분석 기사 May 14

At US$66.90, Is It Time To Put ePlus inc. (NASDAQ:PLUS) On Your Watch List?

ePlus inc. ( NASDAQ:PLUS ), might not be a large cap stock, but it saw a significant share price rise of 22% in the...
분석 기사 Apr 24

Risks To Shareholder Returns Are Elevated At These Prices For ePlus inc. (NASDAQ:PLUS)

There wouldn't be many who think ePlus inc.'s ( NASDAQ:PLUS ) price-to-earnings (or "P/E") ratio of 15.3x is worth a...
분석 기사 Apr 04

Returns On Capital Signal Tricky Times Ahead For ePlus (NASDAQ:PLUS)

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...
분석 기사 Jan 29

ePlus (NASDAQ:PLUS) Seems To Use Debt Quite Sensibly

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
분석 기사 Jan 09

Shareholders Should Be Pleased With ePlus inc.'s (NASDAQ:PLUS) Price

It's not a stretch to say that ePlus inc.'s ( NASDAQ:PLUS ) price-to-earnings (or "P/E") ratio of 18.7x right now seems...
분석 기사 Dec 20

There Are Reasons To Feel Uneasy About ePlus' (NASDAQ:PLUS) Returns On Capital

If you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...
분석 기사 Dec 02

Is Now An Opportune Moment To Examine ePlus inc. (NASDAQ:PLUS)?

ePlus inc. ( NASDAQ:PLUS ), is not the largest company out there, but it received a lot of attention from a substantial...
분석 기사 Nov 01

A Look At The Fair Value Of ePlus inc. (NASDAQ:PLUS)

Key Insights Using the 2 Stage Free Cash Flow to Equity, ePlus fair value estimate is US$91.64 Current share price of...
분석 기사 Sep 27

ePlus inc.'s (NASDAQ:PLUS) P/E Is On The Mark

With a price-to-earnings (or "P/E") ratio of 23.9x ePlus inc. ( NASDAQ:PLUS ) may be sending bearish signals at the...
분석 기사 Sep 12

Is ePlus (NASDAQ:PLUS) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
User avatar
새로운 내러티브 Sep 10

Leveraging AI And Cloud For Sustainable Growth Amidst Financial Flourishing

Shift towards predictable revenue through managed/professional services and strategic investments in AI and cloud technology enhances market position.
Seeking Alpha Aug 19

ePlus Is Not Undervalued And Faces Uncertainties

Summary ePlus Inc. is an IT solutions provider serving both businesses and government agencies. ePlus is currently experiencing negative revenue growth. Profit margins are slowly declining. The current valuation of ePlus is near its all-time high. Read the full article on Seeking Alpha
분석 기사 Aug 15

Investors Can Find Comfort In ePlus' (NASDAQ:PLUS) Earnings Quality

The market was pleased with the recent earnings report from ePlus inc. ( NASDAQ:PLUS ), despite the profit numbers...
분석 기사 Aug 09

ePlus inc. (NASDAQ:PLUS) Analysts Are Pretty Bullish On The Stock After Recent Results

The first-quarter results for ePlus inc. ( NASDAQ:PLUS ) were released last week, making it a good time to revisit its...
분석 기사 Jul 25

Is Now An Opportune Moment To Examine ePlus inc. (NASDAQ:PLUS)?

ePlus inc. ( NASDAQ:PLUS ), is not the largest company out there, but it saw a double-digit share price rise of over...
분석 기사 Jul 12

ePlus inc.'s (NASDAQ:PLUS) Intrinsic Value Is Potentially 83% Above Its Share Price

Key Insights ePlus' estimated fair value is US$138 based on 2 Stage Free Cash Flow to Equity ePlus' US$75.54 share...
분석 기사 Jun 27

Returns At ePlus (NASDAQ:PLUS) Appear To Be Weighed Down

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

주주 수익률

PLUSUS ElectronicUS 시장
7D-8.7%4.5%-0.1%
1Y14.0%103.5%26.3%

수익률 대 산업: PLUS은 지난 1년 동안 103.5%의 수익을 기록한 US Electronic 산업보다 저조한 성과를 냈습니다.

수익률 대 시장: PLUS은 지난 1년 동안 26.3%를 기록한 US 시장보다 저조한 성과를 냈습니다.

주가 변동성

Is PLUS's price volatile compared to industry and market?
PLUS volatility
PLUS Average Weekly Movement5.0%
Electronic Industry Average Movement9.0%
Market Average Movement7.2%
10% most volatile stocks in US Market16.6%
10% least volatile stocks in US Market3.1%

안정적인 주가: PLUS는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: PLUS의 주간 변동성(5%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
19902,148Mark Marronwww.eplus.com

는 자회사와 함께 조직이 미국 및 국제적으로 IT 환경과 공급망 프로세스를 최적화할 수 있는 정보 기술(IT) 솔루션을 제공합니다. 이 회사는 세 가지 부문을 통해 운영됩니다: 제품 서비스, 전문 서비스, 매니지드 서비스 부문입니다. 타사 하드웨어, 영구 및 구독 소프트웨어, 유지보수, 소프트웨어 보증 및 기타 타사 서비스를 판매하고, IT 제품을 위한 인터넷 기반 B2B 공급망 관리 솔루션을 제공합니다.

ePlus inc. 기초 지표 요약

ePlus의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
PLUS 기초 통계
시가총액US$2.08b
순이익 (TTM)US$124.12m
매출 (TTM)US$2.44b
16.9x
주가수익비율(P/E)
0.9x
주가매출비율(P/S)

PLUS는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
PLUS 손익계산서 (TTM)
매출US$2.44b
매출원가US$1.83b
총이익US$616.08m
기타 비용US$491.96m
순이익US$124.12m

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

해당 없음

주당순이익(EPS)4.79
총이익률25.22%
순이익률5.08%
부채/자본 비율11.2%

PLUS의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

배당

1.3%
현재 배당 수익률
16%
배당 성향

PLUS는 안정적으로 배당을 지급합니까?

PLUS 배당 기록 및 벤치마크 보기
다가오는 배당을 받으려면 언제까지 PLUS를 매수해야 하나요?
ePlus 배당 일정
배당락일Jun 17 2026
배당 지급일Jun 30 2026
배당락일까지 남은 일수11 days
배당 지급일까지 남은 일수24 days

PLUS는 안정적으로 배당을 지급합니까?

PLUS 배당 기록 및 벤치마크 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/04 18:16
종가2026/06/04 00:00
수익2026/03/31
연간 수익2026/03/31

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

ePlus inc.는 5명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Samuel EnglandBerenberg
Matthew RamsayCanaccord Genuity
Gregory BurnsSidoti & Company, LLC