ALCGM Share Price Performance
€13.25
-0.05 (-0.38%)
3.1% undervalued intrinsic discount
€13.67
Fair Value
Price €13.25
AnalystConsensusTarget €13.67
AnalystLowTarget €11.00
AnalystHighTarget €17.00
Fair Value€13.67
Share Pricen/a
Cegedim SA Stock Price
- 3 Narratives written by author
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- 3 Fair Values set on narratives written by author
ALCGM Community Narratives
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Fair Value €13.67 3.0% undervalued intrinsic discount
Visiodent Integration And Allianz Contract Will Improve Future Profitability In Healthcare Software
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Fair Value €11 20.5% overvalued intrinsic discount
Legacy Challenges Will Test Healthcare Digitalization As Modest Opportunities Open
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Fair Value €17 22.1% undervalued intrinsic discount
Healthcare Digitization And AI Analytics Will Expand Market Access
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Visiodent Integration And Allianz Contract Will Improve Future Profitability In Healthcare Software
Key Takeaways Internalizing the workforce, especially for Allianz, could cut external costs and boost profitability. The simpler software launch may enhance market share and revenue within the French healthcare software market.Read more
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€13.67
3.0% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
2.98% p.a.
Profit Margin
3.12%
Future PE
11.22x
Price in 2028
€18.25
Legacy Challenges Will Test Healthcare Digitalization As Modest Opportunities Open
Key Takeaways Legacy IT reliance and underperformance in core divisions constrain growth, as newer digital competitors erode market share and hinder innovation. Limited international success and tightening regulatory demands restrict diversification, keeping growth dependent on mature home markets and pressuring profitability.Read more
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AN
€11
20.5% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
3.39% p.a.
Profit Margin
3.77%
Future PE
7.39x
Price in 2028
€14.69
Healthcare Digitization And AI Analytics Will Expand Market Access
Key Takeaways Migration of operations to Morocco and enhanced cost control are expected to significantly improve long-term margins and sustain operating income growth. Cloud investments, AI integration, and compliance-ready solutions position Cegedim for leadership in healthcare digitization, supporting high-margin, recurring revenue streams and market share gains.Read more
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€17
22.1% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
3.96% p.a.
Profit Margin
4.72%
Future PE
8.96x
Price in 2028
€22.7
Trending Discussion
Recently Updated Narratives
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Legacy Challenges Will Test Healthcare Digitalization As Modest Opportunities Open
Fair Value: €11 20.5% overvalued intrinsic discount
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Healthcare Digitization And AI Analytics Will Expand Market Access
Fair Value: €17 22.1% undervalued intrinsic discount
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Visiodent Integration And Allianz Contract Will Improve Future Profitability In Healthcare Software
Fair Value: €13.67 3.0% undervalued intrinsic discount
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Snowflake Analysis
Cegedim SA Key Details
Last Reported Earnings
Jun 30, 2025
Next Reporting Earnings
Mar 26, 2026
- -1.03
- 41.79%
- -2.15%
- 82.2%
About ALCGM
- Founded
- 1969
- Employees
- 6605
- CEO
- WebsiteView website
Cegedim SA operates as a technology and services company in the field of digital data flow management for healthcare ecosystem and B2B in France, rest of Europe, and internationally. It operates through Health Insurance, HR and E-Services; Healthcare Professionals; and Cloud & Support segments. The Health Insurance, HR and E-Services segment markets various products and services to insurance companies, mutual insurers, personal protection insurers, and insurance brokers, as well as engages in the interactions between these entities and healthcare professionals. This segment also provides solutions for IT services and hosting, digitization, human resources and payroll management outsourcing, electronic data exchange, and data processing services. The Healthcare Professionals division sells management software, databases, and solutions to doctors, paramedical professionals, pharmacists, and healthcare facilities. It also operates as a business software publisher for healthcare and insurance professionals. The company was incorporated in 1969 and is headquartered in Boulogne-Billancourt, France. Cegedim SA is a subsidiary of FCB SAS.
