A1OS

All for One GroupXTRA:A1OS Stock Report

Market Cap

€365.7m

7D

-1.4%

1Y

36.5%

Updated

16 Sep, 2021

Data

Company Financials +
A1OS fundamental analysis
Snowflake Score
Valuation3/6
Future Growth3/6
Past Performance4/6
Financial Health4/6
Dividends4/6

A1OS Overview

All for One Group SE, together with its subsidiaries, provides business software solutions for SAP, Microsoft, and IBM in Germany, Switzerland, Austria, Luxemburg, Italy, and internationally.

Price History & Performance

Summary of all time highs, changes and price drops for All for One Group
Historical stock prices
Current Share Price€72.60
52 Week High€44.10
52 Week Low€75.20
Beta1.33
1 Month Change10.00%
3 Month Change16.35%
1 Year Change36.47%
3 Year Change19.02%
5 Year Change32.24%
Change since IPO237.67%

Recent News & Updates

Shareholder Returns

A1OSDE ITDE Market
7D-1.4%0.8%-0.8%
1Y36.5%24.0%22.4%

Return vs Industry: A1OS exceeded the German IT industry which returned 23.5% over the past year.

Return vs Market: A1OS exceeded the German Market which returned 22.5% over the past year.

Price Volatility

Is A1OS's price volatile compared to industry and market?
A1OS volatility
A1OS Beta1.33
Industry Beta1.17
Market Beta1

Stable Share Price: A1OS is not significantly more volatile than the rest of German stocks over the past 3 months, typically moving +/- 4% a week.

Volatility Over Time: A1OS's weekly volatility (4%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
n/a1,956Lars Landwehrkamphttps://www.all-for-one.com

All for One Group SE, together with its subsidiaries, provides business software solutions for SAP, Microsoft, and IBM in Germany, Switzerland, Austria, Luxemburg, Italy, and internationally. It operates through CORE and LOB segments. The company offers enterprise resource planning software solutions comprising of strategy, business models, customer and employee experience, new work, and big data and analytics, as well as the internet of things, machine learning, and cybersecurity and compliance solutions; and logistics and supply chain services.

Valuation

Is All for One Group undervalued compared to its fair value and its price relative to the market?

28.2%

Undervalued compared to fair value


Share Price vs. Fair Value

Below Fair Value: A1OS (€72.6) is trading below our estimate of fair value (€101.19)

Significantly Below Fair Value: A1OS is trading below fair value by more than 20%.


Price To Earnings Ratio

PE vs Industry: A1OS is good value based on its PE Ratio (26.1x) compared to the German IT industry average (38x).

PE vs Market: A1OS is poor value based on its PE Ratio (26.1x) compared to the German market (23.3x).


Price to Earnings Growth Ratio

PEG Ratio: A1OS is poor value based on its PEG Ratio (1.4x)


Price to Book Ratio

PB vs Industry: A1OS's PB Ratio (4.2x) is in line with the DE IT industry average.


Future Growth

How is All for One Group forecast to perform in the next 1 to 3 years based on estimates from 3 analysts?

19.2%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: A1OS's forecast earnings growth (19.2% per year) is above the savings rate (0.01%).

Earnings vs Market: A1OS's earnings (19.2% per year) are forecast to grow faster than the German market (12% per year).

High Growth Earnings: A1OS's earnings are forecast to grow, but not significantly.

Revenue vs Market: A1OS's revenue (6.4% per year) is forecast to grow faster than the German market (5.7% per year).

High Growth Revenue: A1OS's revenue (6.4% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: A1OS's Return on Equity is forecast to be low in 3 years time (17.8%).


Past Performance

How has All for One Group performed over the past 5 years?

-1.6%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: A1OS has high quality earnings.

Growing Profit Margin: A1OS's current net profit margins (3.8%) are higher than last year (2.6%).


Past Earnings Growth Analysis

Earnings Trend: A1OS's earnings have declined by 1.6% per year over the past 5 years.

Accelerating Growth: A1OS's earnings growth over the past year (47.4%) exceeds its 5-year average (-1.6% per year).

Earnings vs Industry: A1OS earnings growth over the past year (47.4%) exceeded the IT industry 35.1%.


Return on Equity

High ROE: A1OS's Return on Equity (16.3%) is considered low.


Financial Health

How is All for One Group's financial position?


Financial Position Analysis

Short Term Liabilities: A1OS's short term assets (€127.4M) exceed its short term liabilities (€86.1M).

Long Term Liabilities: A1OS's short term assets (€127.4M) exceed its long term liabilities (€82.8M).


Debt to Equity History and Analysis

Debt Level: A1OS's debt to equity ratio (55.5%) is considered high.

Reducing Debt: A1OS's debt to equity ratio has increased from 36.4% to 55.5% over the past 5 years.

Debt Coverage: A1OS's debt is well covered by operating cash flow (81.8%).

Interest Coverage: A1OS's interest payments on its debt are well covered by EBIT (14.7x coverage).


Balance Sheet


Dividend

What is All for One Group current dividend yield, its reliability and sustainability?

1.65%

Current Dividend Yield


Dividend Yield vs Market

Notable Dividend: A1OS's dividend (1.65%) is higher than the bottom 25% of dividend payers in the German market (0.97%).

High Dividend: A1OS's dividend (1.65%) is low compared to the top 25% of dividend payers in the German market (3.16%).


Stability and Growth of Payments

Stable Dividend: A1OS's dividend payments have been volatile in the past 10 years.

Growing Dividend: A1OS's dividend payments have increased over the past 10 years.


Current Payout to Shareholders

Dividend Coverage: With its reasonably low payout ratio (43.3%), A1OS's dividend payments are well covered by earnings.


Future Payout to Shareholders

Future Dividend Coverage: A1OS's dividends in 3 years are forecast to be well covered by earnings (30% payout ratio).


Next Steps

Management

How experienced are the management team and are they aligned to shareholders interests?

7.5yrs

Average management tenure


CEO

Lars Landwehrkamp (62 yo)

14.33yrs

Tenure

€997,000

Compensation

Mr. Lars Landwehrkamp has been the Chief Executive Officer at All for One Group AG (formerly known as All for One Group SE) May 2007 and also serves as its Member of the Management Board. Mr. Landwehrkamp...


CEO Compensation Analysis

Compensation vs Market: Lars's total compensation ($USD1.17M) is about average for companies of similar size in the German market ($USD934.18K).

Compensation vs Earnings: Lars's compensation has increased by more than 20% in the past year.


Leadership Team

Experienced Management: A1OS's management team is seasoned and experienced (7.5 years average tenure).


Board Members

Experienced Board: A1OS's board of directors are considered experienced (3.5 years average tenure).


Ownership

Who are the major shareholders and have insiders been buying or selling?


Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Company Information

All for One Group SE's employee growth, exchange listings and data sources


Key Information

  • Name: All for One Group SE
  • Ticker: A1OS
  • Exchange: XTRA
  • Founded: NaN
  • Industry: IT Consulting and Other Services
  • Sector: Software
  • Market Cap: €365.679m
  • Shares outstanding: 4.98m
  • Website: https://www.all-for-one.com

Number of Employees


Location

  • All for One Group SE
  • Rita-Maiburg-Strasse 40
  • Filderstadt
  • Baden-Württemberg
  • 70794
  • Germany

Listings


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2021/09/16 21:29
End of Day Share Price2021/09/16 00:00
Earnings2021/06/30
Annual Earnings2020/09/30


Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.