Cancom's (ETR:COK) Soft Earnings Don't Show The Whole Picture
Apr 03
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- 7D5.8%
- 3M-23.4%
- 1Y-6.5%
- YTDn/a
The IT Consulting industry is up 5.8% in the last week, with Bechtle up 8.1%. In the past year, the industry is down 6.5%. As for the next few years, earnings are expected to grow by 12% per annum.
Industry Valuation and Performance
Has the German IT Consulting Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 06 Apr 2026 | €9.9b | €15.7b | €547.8m | 24.2x | 18x | 0.6x |
| Wed, 04 Mar 2026 | €10.4b | €15.6b | €515.3m | 27.6x | 20.3x | 0.7x |
| Fri, 30 Jan 2026 | €12.8b | €15.6b | €522.4m | 26.7x | 24.5x | 0.8x |
| Sun, 28 Dec 2025 | €12.5b | €15.7b | €523.6m | 25.3x | 23.8x | 0.8x |
| Tue, 25 Nov 2025 | €11.8b | €15.6b | €532.0m | 22.7x | 22.1x | 0.8x |
| Thu, 23 Oct 2025 | €11.4b | €15.5b | €528.8m | 21.8x | 21.5x | 0.7x |
| Sat, 20 Sep 2025 | €11.8b | €15.5b | €527.3m | 22.7x | 22.4x | 0.8x |
| Mon, 18 Aug 2025 | €11.8b | €15.5b | €531.4m | 23.6x | 22.1x | 0.8x |
| Wed, 16 Jul 2025 | €12.1b | €15.5b | €502.0m | 21.3x | 24.1x | 0.8x |
| Fri, 13 Jun 2025 | €12.0b | €15.5b | €501.9m | 21.8x | 24x | 0.8x |
| Sun, 11 May 2025 | €12.2b | €15.4b | €525.4m | 22.1x | 23.2x | 0.8x |
| Tue, 08 Apr 2025 | €10.7b | €15.3b | €546.0m | 16.5x | 19.6x | 0.7x |
| Thu, 06 Mar 2025 | €12.5b | €15.6b | €555.2m | 19.4x | 22.5x | 0.8x |
| Sat, 01 Feb 2025 | €11.0b | €15.6b | €569.9m | 18.1x | 19.4x | 0.7x |
| Mon, 30 Dec 2024 | €10.7b | €15.6b | €569.9m | 17.1x | 18.7x | 0.7x |
| Wed, 27 Nov 2024 | €10.6b | €15.6b | €566.3m | 17.9x | 18.8x | 0.7x |
| Fri, 25 Oct 2024 | €10.7b | €15.4b | €562.8m | 19.2x | 19x | 0.7x |
| Sun, 22 Sep 2024 | €11.1b | €15.3b | €575.0m | 18.7x | 19.3x | 0.7x |
| Tue, 20 Aug 2024 | €11.4b | €15.0b | €569.2m | 18.7x | 20.1x | 0.8x |
| Thu, 18 Jul 2024 | €12.1b | €15.1b | €559.3m | 19.3x | 21.6x | 0.8x |
| Sat, 15 Jun 2024 | €12.9b | €15.1b | €558.6m | 21x | 23x | 0.9x |
| Mon, 13 May 2024 | €13.0b | €14.8b | €564.4m | 20.8x | 23x | 0.9x |
| Wed, 10 Apr 2024 | €13.6b | €14.8b | €564.0m | 22.1x | 24.1x | 0.9x |
| Fri, 08 Mar 2024 | €13.8b | €14.5b | €490.5m | 23.5x | 28.2x | 1x |
| Sun, 04 Feb 2024 | €14.0b | €14.5b | €496.8m | 23.4x | 28.1x | 1x |
| Tue, 02 Jan 2024 | €13.5b | €14.5b | €496.9m | 21.9x | 27.2x | 0.9x |
| Thu, 30 Nov 2023 | €13.5b | €14.6b | €500.4m | 22.8x | 26.9x | 0.9x |
| Sat, 28 Oct 2023 | €11.9b | €14.4b | €497.9m | 19.9x | 24x | 0.8x |
| Mon, 25 Sep 2023 | €12.9b | €14.4b | €495.3m | 20.6x | 26x | 0.9x |
| Wed, 23 Aug 2023 | €13.1b | €14.4b | €495.6m | 19.2x | 26.4x | 0.9x |
| Fri, 21 Jul 2023 | €12.7b | €14.1b | €525.0m | 18.6x | 24.2x | 0.9x |
| Sun, 18 Jun 2023 | €13.0b | €14.1b | €524.1m | 20.8x | 24.8x | 0.9x |
| Tue, 16 May 2023 | €13.0b | €13.6b | €530.2m | 21.1x | 24.5x | 1x |
| Thu, 13 Apr 2023 | €13.8b | €13.6b | €522.1m | 23x | 26.4x | 1x |
Price to Earnings Ratio
26.4x
Current Industry PE
- Investors are pessimistic on the German IT Consulting and Other Services industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 18.0x which is lower than its 3-year average PE of 23.0x.
- The industry is trading close to its 3-year average PS ratio of 0.81x.
Past Earnings Growth
- The earnings for companies in the IT Consulting and Other Services industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 4.9% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.
Industry Comparison
How does German IT Consulting compare with similar industries?
| DE Market | 3.36% | |
| Tech | 4.19% | |
| IT | 6.01% | |
| IT Consulting | 5.82% | |
| Internet Services and Infrastructure | 6.53% | |
| Data Processing Services | 0% | 0 |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BC8 Bechtle | €29.48 | 8.1% +€277.2m | -12.6% | PE16.2x | |
| YSN secunet Security Networks | €180.40 | 5.7% +€63.4m | 17.9% | PE35x | |
| COK Cancom | €25.20 | 9.1% +€58.1m | 4.6% | PE25.8x | |
| GFT GFT Technologies | €18.30 | 11.6% +€48.6m | -10.1% | PE14.2x | |
| ADN1 adesso | €59.60 | 6.4% +€23.4m | -35.2% | PE21x |
