Board Change • Jul 07
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 4 highly experienced directors. Director Emmanuel Fievet was the last director to join the board, commencing their role in 2026. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Upcoming Dividend • Jun 30
Upcoming dividend of €1.00 per share Eligible shareholders must have bought the stock before 07 July 2026. Payment date: 09 July 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.3%). Declared Dividend • May 29
Dividend of €1.00 announced Dividend of €1.00 is the same as last year. Ex-date: 7th July 2026 Payment date: 9th July 2026 Dividend yield will be 2.3%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is not covered by earnings (196% earnings payout ratio). However, it is well covered by cash flows (35% cash payout ratio). The dividend has increased by an average of 2.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 118% to bring the payout ratio under control. EPS is expected to grow by 193% over the next 3 years, which is sufficient to bring the dividend into a sustainable range. Board Change • May 27
High number of new directors Director Emmanuel Fievet was the last director to join the board, commencing their role in 2026. Announcement • Oct 30
Assystem S.A. Reaffirms Consolidated Earnings Guidance for Full Year 2025 Assystem S.A. reaffirmed consolidated earnings guidance for full year 2025. For the period, the company as previously announced, targets organic consolidated revenue growth of around 5%. Announcement • Apr 17
Assystem S.A., Annual General Meeting, May 23, 2025 Assystem S.A., Annual General Meeting, May 23, 2025. Location: 21 25 rue balzac, paris France Announcement • Mar 19
Assystem S.A. Proposes Ordinary Dividend for the Year 2024 Assystem S.A. at the Annual General Meeting to be held on 23 May 2025, will propose the payment of (stable) ordinary dividend of €1.0 per share for the year 2024 for approval by shareholders at the General Meeting. Board Change • Dec 30
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 4 highly experienced directors. Director Julie Louis was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Buy Or Sell Opportunity • Oct 25
Now 26% undervalued The stock has been flat over the last 90 days, currently trading at €39.80. The fair value is estimated to be €54.04, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to decline by 52% in the next 2 years. Announcement • Oct 25
Assystem S.A. to Report First Half, 2025 Results on Sep 16, 2025 Assystem S.A. announced that they will report first half, 2025 results on Sep 16, 2025 Announcement • Oct 24
Assystem S.A. to Report Fiscal Year 2024 Results on Mar 18, 2025 Assystem S.A. announced that they will report fiscal year 2024 results on Mar 18, 2025 Board Change • Oct 22
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 4 highly experienced directors. Director Julie Louis was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Buy Or Sell Opportunity • Sep 19
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 22% to €42.10. The fair value is estimated to be €53.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 16% in 2 years. Earnings are forecast to decline by 48% in the next 2 years. Board Change • Aug 08
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 4 highly experienced directors. Director Julie Louis was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Declared Dividend • Jul 05
Final dividend of €5.50 announced Shareholders will receive a dividend of €5.50. Ex-date: 10th July 2024 Payment date: 12th July 2024 Dividend yield will be 23%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (15% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 8.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 54% over the next 3 years. However, it would need to fall by 84% to increase the payout ratio to a potentially unsustainable range. New Risk • Mar 14
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 28% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 28% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results. Announcement • Jan 25
Assystem S.A. (ENXTPA:ASY) acquired additional 5% stake Framatome from Electricité de France S.A. for €205 million. Assystem S.A. (ENXTPA:ASY) acquired additional 5% stake Framatome from Electricité de France S.A. for €205 million on January 24, 2024.Assystem S.A. (ENXTPA:ASY) completed the acquisition of additional 5% stake Framatome from Electricité de France S.A. on January 24, 2024. Board Change • Nov 28
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 3 highly experienced directors. Director Julie Louis was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Announcement • Oct 28
Assystem S.A. Provides Earnings Guidance for the Full Year 2023 Assystem S.A. provided earnings guidance for the full year 2023. For the year, the company expects consolidated revenue of around €570 million. Board Change • Oct 24
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 3 highly experienced directors. Director Julie Louis was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Announcement • Sep 14
Aassystem S.A. Provides Earnings Guidance for the Full Year 2023 Assystem S.A. provided earnings guidance for the full year 2023. For the year, company expects consolidated revenue of around €570 million. Announcement • Jul 26
Assystem S.A. Provides Earnings Guidance for the Full Year 2023 Assystem S.A. provided earnings guidance for the full year 2023. For the year, company expects consolidated revenue of around €570 million. Upcoming Dividend • Jun 28
Upcoming dividend of €1.00 per share at 2.2% yield Eligible shareholders must have bought the stock before 05 July 2023. Payment date: 07 July 2023. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.8%). Board Change • Jun 19
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 3 highly experienced directors. Director Julie Louis was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Announcement • Jun 06
Assystem S.A. Decides Dividend for the Financial Year 2022, Payable on 7 July 2023 Assystem S.A. confirmed that its Combined General Meeting was held on June 5, 2023, decided the payment of a dividend of €1.00 per share for the 2022 financial year. Ex-date is 5 July 2023 with record date on 6 July 2023 (after-market closure) and payment date is 7 July 2023. Reported Earnings • May 09
Full year 2022 earnings released: EPS: €2.37 (vs €2.03 in FY 2021) Full year 2022 results: EPS: €2.37 (up from €2.03 in FY 2021). Revenue: €493.5m (up 11% from FY 2021). Net income: €35.1m (up 17% from FY 2021). Profit margin: 7.1% (up from 6.7% in FY 2021). Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth. Board Change • Apr 03
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Director Julie Louis was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Mar 17
Full year 2022 earnings released: EPS: €2.37 (vs €2.13 in FY 2021) Full year 2022 results: EPS: €2.37 (up from €2.13 in FY 2021). Revenue: €493.5m (up 2.2% from FY 2021). Net income: €35.1m (up 11% from FY 2021). Profit margin: 7.1% (up from 6.5% in FY 2021). Revenue is forecast to grow 8.0% p.a. on average during the next 2 years, compared to a 5.5% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 35% per year whereas the company’s share price has increased by 34% per year. Board Change • Feb 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Director Julie Louis was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Announcement • Jan 25
Assystem S.A. Announces Deputy CEO Changes with Effect from February 1, 2023 Assystem S.A. appointed Stéphane Aubarbier, currently Assystem’s Chief Operating Officer as Deputy CEO, effective 1 February 2023, and placed on record the resignation of Philippe Chevallier from his position as Deputy CEO, Finance of Assystem S.A., effective 1 February 2023. Announcement • Nov 29
Assystem S.A. (ENXTPA:ASY) acquired LogiKal Ltd from management, Assystem S.A. (ENXTPA:ASY) acquired LogiKal Ltd from management on November 28, 2022. The acquisition of LogiKal will enable Assystem to accelerate its growth in the United Kingdom and to expand its service offering to its UK clients by incorporating a major project management element, in the same way as it has done for its French clients through its acquisition between 2017 and 2020 of three companies specialised in project management.Assystem S.A. (ENXTPA:ASY) completed the acquisition of LogiKal Ltd from management on November 28, 2022. Reported Earnings • Sep 15
First half 2022 earnings released: EPS: €0 (vs €0.75 in 1H 2021) First half 2022 results: EPS: €0. Revenue: €241.7m (down 4.6% from 1H 2021). Net income: €18.7m (up 69% from 1H 2021). Profit margin: 7.7% (up from 4.4% in 1H 2021). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Professional Services industry in Europe. Announcement • Sep 15
Assystem S.A. Revises Consolidated Earnings Guidance for the Full Year 2022 Assystem S.A. revised consolidated earnings guidance for the full year 2022. For the period, the company expected consolidated revenue of €490 million (versus the previous guidance of €480 million). Buying Opportunity • Jul 30
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 9.2%. The fair value is estimated to be €45.88, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 5.2% per annum. Earnings is also forecast to grow by 13% per annum over the same time period. Upcoming Dividend • Jun 29
Upcoming dividend of €1.00 per share Eligible shareholders must have bought the stock before 06 July 2022. Payment date: 08 July 2022. Payout ratio is a comfortable 47% but the company is paying out more than the cash it is generating. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.5%). Higher than average of industry peers (2.6%). Announcement • Jun 04
Assystem S.A. Approves Dividend for Financial Year 2021, Payable on 8 July 2022 Assystem S.A. at its Combined General Meeting was held June 3, 2022, approved the payment of a dividend of €1.00 per share for the 2021 financial year with the following schedule: 6 July 2022: ex-date, 7 July 2022 (after market closure): record date, and 8 July 2022: payment date. Buying Opportunity • Jun 04
Now 20% undervalued The stock has been flat over the last 90 days. The fair value is estimated to be €45.58, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 5.8% per annum. Earnings is also forecast to grow by 13% per annum over the same time period. Board Change • Apr 28
Less than half of directors are independent Following the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Pierre Guenant was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Mar 17
Full year 2021 earnings: EPS in line with expectations, revenues disappoint Full year 2021 results: EPS: €2.13 (up from €1.47 loss in FY 2020). Revenue: €483.1m (up 2.4% from FY 2020). Net income: €31.5m (up €53.5m from FY 2020). Profit margin: 6.5% (up from net loss in FY 2020). Revenue missed analyst estimates by 2.8%. Over the next year, revenue is forecast to grow 6.4%, compared to a 9.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings. Board Change • Jan 03
Less than half of directors are independent Following the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Pierre Guenant was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Announcement • Dec 07
Expleo Group SAS agreed to acquire life sciences and general industry technical assistance businesses from Assystem S.A. (ENXTPA:ASY) for an enterprise value of €28 million. Expleo Group SAS agreed to acquire life sciences and general industry technical assistance businesses from Assystem S.A. (ENXTPA:ASY) for an enterprise value of €28 million on December 6, 2021. The deal is scheduled to close on January 1, 2022. Board Change • Nov 15
Less than half of directors are independent Following the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Pierre Guenant was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Board Change • Oct 12
Less than half of directors are independent Following the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Pierre Guenant was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Board Change • Sep 17
Less than half of directors are independent Following the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Pierre Guenant was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Board Change • Aug 21
Less than half of directors are independent Following the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Pierre Guenant was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Announcement • Jul 02
Assystem S.A. (ENXTPA:ASY) acquired a 99% stake in Stup Consultants Pvt. Limited for €22 million. Assystem S.A. (ENXTPA:ASY) acquired a 99% stake in Stup Consultants Pvt. Limited for €22 million on March 08, 2021. The price for the 99% stake is €22 million, takes into account cash net of debt estimated to be some €1 million and is subject to typical net cash/debt and working capital adjustments. STUP generates some €20 million in annual revenue. The transaction is expected to complete by the end of May 2021.
Assystem S.A. (ENXTPA:ASY) completed the acquisition of a 99% stake in Stup Consultants Pvt. Limited on June 30, 2021. Upcoming Dividend • Jun 30
Upcoming dividend of €1.00 per share Eligible shareholders must have bought the stock before 06 July 2021. Payment date: 08 July 2021. Trailing yield: 3.2%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.9%). Reported Earnings • Mar 18
Full year 2020 earnings released: €1.47 loss per share (vs €1.83 profit in FY 2019) The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: €471.7m (down 5.2% from FY 2019). Net loss: €22.0m (down 180% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings. Announcement • Mar 10
Assystem S.A. (ENXTPA:ASY) signed an agreement to acquire 99% stake in Stup Consultants Pvt. Limited. Assystem S.A. (ENXTPA:ASY) signed an agreement to acquire 99% stake in Stup Consultants Pvt. Limited recently. STUP generates some €20 million in annual revenue. The transaction is expected to complete by the end of May 2021. Is New 90 Day High Low • Feb 04
New 90-day high: €28.40 The company is up 27% from its price of €22.30 on 06 November 2020. The German market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Professional Services industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €14.94 per share. Is New 90 Day High Low • Jan 07
New 90-day high: €26.20 The company is up 12% from its price of €23.40 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Professional Services industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €14.54 per share. Is New 90 Day High Low • Dec 05
New 90-day high: €24.75 The company is up 6.0% from its price of €23.40 on 04 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Professional Services industry, which is also up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.23 per share. Announcement • Oct 29
Assystem S.A. Revises Consolidated Revenue Guidance for the Full Year 2020 Assystem revised consolidated revenue guidance for the full year 2020. The company's new targets for full-year 2020 are as follows: In view of the factors and the probable negative currency effect on revenue for the second half of the year, consolidated revenue of between €470 million and €475 million, compared with the previous target of €485 million. These targets do not take into account the consequences of any further full lockdowns due to Covid-19 in the main regions where Assystem operates in France. The Group’s order book and the numerous requests for proposals that it is continuing to receive offer a good outlook for 2021. Is New 90 Day High Low • Oct 26
New 90-day low: €21.05 The company is down 4.0% from its price of €21.95 on 28 July 2020. The German market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Professional Services industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €12.49 per share. Announcement • Sep 25
Assystem S.A. to Report First Half, 2021 Results on Sep 15, 2021 Assystem S.A. announced that they will report first half, 2021 results on Sep 15, 2021 Announcement • Sep 24
Assystem S.A. to Report Fiscal Year 2020 Results on Mar 16, 2021 Assystem S.A. announced that they will report fiscal year 2020 results on Mar 16, 2021 Reported Earnings • Sep 23
First half earnings released Over the last 12 months the company has reported total profits of €13.5m, down 49% from the prior year. Total revenue was €480.5m over the last 12 months, up 1.2% from the prior year. Announcement • Jul 30
Assystem S.A. (ENXTPA:ASY) acquired Corporate Risk Associates Limited. Assystem S.A. (ENXTPA:ASY) acquired Corporate Risk Associates Limited on June 2, 2020. For financial year ended March 31, 2020, Corporate Risk Associates Limited reported total revenues of £3.7 million. Corporate Risk Associates will retain its United Kingdom operating base, and all of its current team of employees as part of the transaction.
Assystem S.A. (ENXTPA:ASY) completed the acquisition of Corporate Risk Associates Limited on June 2, 2020.