Buy Or Sell Opportunity • Jun 16
Now 21% undervalued Over the last 90 days, the stock has risen 38% to €47.20. The fair value is estimated to be €59.42, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.6% over the last 3 years. Earnings per share has declined by 5.3%. For the next 3 years, revenue is forecast to grow by 7.8% per annum. Earnings are also forecast to grow by 12% per annum over the same time period. Tillkännagivande • May 28
Computacenter plc (LSE:CCC) agreed to acquire Government Acquisitions, Inc. for an enterprise value of up to $92 million. Computacenter plc (LSE:CCC) agreed to acquire Government Acquisitions, Inc. for an enterprise value of up to $92 million on May 28, 2026. The consideration consists of an initial cash payment of $63 million and potential performance-based payments of up to $29 million through the end of 2027.
Government Acquisitions Inc. is a Value-Added Reseller focused on the US federal government market. Following the acquisition, the existing GAI leadership will remain in their roles, and the business will operate as a specialist federal government focused unit within Computacenter's North American operations.
For the fiscal year 2025, Government Acquisitions Inc. reported gross invoiced income of approximately $390 million and adjusted EBITDA of approximately $8 million.
The transaction has received clearance from the Committee on Foreign Investment in the United States (CFIUS) and is expected to close on June 1, 2026. Buy Or Sell Opportunity • May 26
Now 21% undervalued Over the last 90 days, the stock has risen 43% to €48.20. The fair value is estimated to be €61.40, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.6% over the last 3 years. Earnings per share has declined by 5.3%. For the next 3 years, revenue is forecast to grow by 7.7% per annum. Earnings are also forecast to grow by 12% per annum over the same time period. Tillkännagivande • May 21
Computacenter plc Approves Final Dividend Computacenter plc at its AGM held on May 19, 2026 approved of a final dividend of 51.0 pence per ordinary share. Declared Dividend • May 20
Final dividend of UK£0.51 announced Shareholders will receive a dividend of UK£0.51. Ex-date: 4th June 2026 Payment date: 3rd July 2026 Dividend yield will be 1.7%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (51% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 39% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Tillkännagivande • Apr 09
Computacenter plc to Report First Half, 2026 Results on Sep 08, 2026 Computacenter plc announced that they will report first half, 2026 results on Sep 08, 2026 Tillkännagivande • Jan 22
Computacenter plc to Report Fiscal Year 2025 Final Results on Mar 12, 2026 Computacenter plc announced that they will report fiscal year 2025 final results on Mar 12, 2026 Tillkännagivande • Jan 09
Computacenter plc (LSE:CCC) acquired AgreeYa Solutions, Inc. in a transaction with an enterprise value of $120 million. Computacenter plc (LSE:CCC) acquired AgreeYa Solutions, Inc. in a transaction with an enterprise value of $120 million on January 8, 2026. The transaction will be funded from existing cash resources. The acquisition includes the assets of the associated business, AgreeYa India.
The existing AgreeYa leadership will stay to run the business which will be fully integrated, over time, into Computacenter's US and India operations.
The transaction is expected to be immediately earnings accretive. The addition of AgreeYa to Computacenter North America is expected to increase Computacenter's annualised North American Professional Services revenue to over $350 million.
Computacenter plc (LSE:CCC) completed the acquisition of AgreeYa Solutions, Inc. on January 8, 2026. Tillkännagivande • May 16
Computacenter plc Approves Final Dividend Computacenter plc approved a final dividend of 47.4 pence per ordinary share, at its AGM held on May 15, 2025. Tillkännagivande • Apr 10
Computacenter plc to Report First Half, 2025 Results on Sep 09, 2025 Computacenter plc announced that they will report first half, 2025 results on Sep 09, 2025 Tillkännagivande • Jan 28
Computacenter plc to Report Fiscal Year 2024 Final Results on Mar 18, 2025 Computacenter plc announced that they will report fiscal year 2024 final results on Mar 18, 2025 Tillkännagivande • Jan 09
Computacenter plc Appoints Simon McNamara as an Independent Non-Executive Director Computacenter plc announced the appointment of Simon McNamara as an independent non-executive director of its board of directors, with immediate effect. Simon most recently served for ten years as Chief Administration Officer at Natwest Group, where he led the transformation of its technology and services proposition, and oversaw more than 30,000 employees across the UK, EMEA and India. Prior to joining Natwest Group, Simon was Chief Information Officer of Standard Chartered Bank Consumer Bank, based in Singapore, where he was responsible for developing and implementing the Group Technology and Operations strategy. Simon has also held a number of other senior Information Technology and Operations positions in the global financial services industry at Westpac Banking Corporation, Deutsche Bank, BNP Paribas, and Midland Bank. He was also a founding partner in a successful software start-up company, CATS INC, in Silicon Valley. Recent Insider Transactions • Nov 04
Co-Founder & Non-Executive Director recently sold €16m worth of stock On the 29th of October, Peter Ogden sold around 562k shares on-market at roughly €27.83 per share. This transaction amounted to 7.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Peter's only on-market trade for the last 12 months. Tillkännagivande • Sep 30
Computacenter plc Announces Appointment of Kelly Kuhn as an Independent Non-Executive Director and Member of the Nomination, Audit and Remuneration Committees Computacenter plc announced the appointment of Kelly Kuhn as an independent Non-Executive Director of its Board of Directors, and member of the Company's Nomination, Audit and Remuneration Committees, with immediate effect. Kelly is currently a Non-Executive Director, Remuneration Committee Chair, and member of the Nomination Committee at ISS A/S, and a Non-Executive Director and member of the Audit Committee at SSP Group Plc. She also serves as an advisor to WNS (Holdings) Ltd. and the McChrystal Group, and previously sat on the Board of LaSalle Hotel Properties. In addition to her non-executive and advisory positions, Kelly spent over 30 years in an Executive capacity at CWT. She held various senior management roles, leading CWT's US government business division, before joining its Executive Leadership team, and assuming responsibility for wider business performance in APAC and EMEA. Kelly's tenure at CWT culminated in her becoming the company's first Executive Vice-President and Chief Customer Officer. Declared Dividend • Sep 11
First half dividend of UK£0.23 announced Shareholders will receive a dividend of UK£0.23. Ex-date: 26th September 2024 Payment date: 25th October 2024 Dividend yield will be 2.6%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 36% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Sep 10
First half 2024 earnings released: EPS: UK£0.53 (vs UK£0.77 in 1H 2023) First half 2024 results: EPS: UK£0.53 (down from UK£0.77 in 1H 2023). Revenue: UK£3.10b (down 13% from 1H 2023). Net income: UK£60.3m (down 31% from 1H 2023). Profit margin: 1.9% (down from 2.4% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 5% per year. Tillkännagivande • Sep 09
Computacenter plc Announces Interim Dividend, Payable on 25 October 2024 The Board of Computacenter plc announced a 3.1% increase in the interim dividend to 23.3 pence per share (H1 2023: 22.6 pence per share). The interim dividend will be paid on 25 October 2024. The dividend record date is set as 27 September 2024 and the shares will be marked ex-dividend on 26 September 2024. Board Change • Sep 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. CFO & Executive Director Chris Jehle was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Recent Insider Transactions • Aug 04
Co-Founder & Non-Executive Director recently sold €6.1m worth of stock On the 30th of July, Philip Hulme sold around 197k shares on-market at roughly €31.14 per share. This transaction amounted to 2.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Philip's only on-market trade for the last 12 months. Upcoming Dividend • May 30
Upcoming dividend of UK£0.47 per share Eligible shareholders must have bought the stock before 06 June 2024. Payment date: 05 July 2024. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (2.2%). Tillkännagivande • May 15
Computacenter plc Approves Final Dividend Computacenter plc at its AGM held on May 14, 2024 approved a final dividend of 47.4 pence per ordinary share. Tillkännagivande • May 01
Computacenter plc to Report First Half, 2024 Results on Sep 09, 2024 Computacenter plc announced that they will report first half, 2024 results on Sep 09, 2024 Reported Earnings • Apr 14
Full year 2023 earnings released: EPS: UK£1.75 (vs UK£1.62 in FY 2022) Full year 2023 results: EPS: UK£1.75 (up from UK£1.62 in FY 2022). Revenue: UK£6.92b (up 7.0% from FY 2022). Net income: UK£197.6m (up 8.1% from FY 2022). Profit margin: 2.9% (up from 2.8% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 1% per year. Tillkännagivande • Apr 05
Computacenter plc Announces Directorate Change Computacenter plc announced that it has been formally notified by Dr Ros Rivaz of her intention to step down from the Board and her current position as Senior Independent Director by no later than the time of the Company's Annual General Meeting in 2025. By that time, she would have served as a Director on the Board for eight and a half years. Following this notification by Dr Rivaz, the Company will now commence a process to recruit a new independent Non-Executive Director. Dr Rivaz has, at the request of the Company, agreed that she will continue to serve on the Board for a period which will allow for that recruitment to be completed, and thereafter ensures an orderly succession takes place. The effective date on which she will retire from the Board is therefore not yet known, and the Company will confirm once it has been determined. Declared Dividend • Apr 03
Final dividend of UK£0.47 announced Shareholders will receive a dividend of UK£0.47. Ex-date: 6th June 2024 Payment date: 5th July 2024 Dividend yield will be 2.2%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 11% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Declared Dividend • Mar 22
Final dividend of UK£0.47 announced Shareholders will receive a dividend of UK£0.47. Ex-date: 6th June 2024 Payment date: 5th July 2024 Dividend yield will be 2.0%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 8.8% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Mar 20
Full year 2023 earnings released: EPS: UK£1.75 (vs UK£1.62 in FY 2022) Full year 2023 results: EPS: UK£1.75 (up from UK£1.62 in FY 2022). Revenue: UK£6.92b (up 7.0% from FY 2022). Net income: UK£197.6m (up 8.1% from FY 2022). Profit margin: 2.9% (up from 2.8% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth. Tillkännagivande • Jan 24
Computacenter plc to Report Fiscal Year 2023 Final Results on Mar 20, 2024 Computacenter plc announced that they will report fiscal year 2023 final results on Mar 20, 2024 Upcoming Dividend • Sep 22
Upcoming dividend of UK£0.23 per share at 2.7% yield Eligible shareholders must have bought the stock before 28 September 2023. Payment date: 27 October 2023. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.2%). Reported Earnings • Sep 11
First half 2023 earnings released: EPS: UK£0.77 (vs UK£0.68 in 1H 2022) First half 2023 results: EPS: UK£0.77 (up from UK£0.68 in 1H 2022). Revenue: UK£3.58b (up 27% from 1H 2022). Net income: UK£87.7m (up 14% from 1H 2022). Profit margin: 2.4% (down from 2.7% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 9.4% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. Tillkännagivande • Sep 08
Computacenter plc Announces Interim Dividend in Respect of Year 2023, Payable on 27 October 2023 Computacenter plc announced an interim dividend of 22.6 pence per share (H1 2022: 22.1 pence per share). The interim dividend will be paid on Friday 27 October 2023. The dividend record date is set as Friday 29 September 2023 and the shares will be marked ex-dividend on Thursday 28 September 2023. Buying Opportunity • Aug 11
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 12%. The fair value is estimated to be €30.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings is also forecast to grow by 3.4% per annum over the same time period. New Risk • Jun 09
New minor risk - Insider selling There has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €1.5m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Significant insider selling over the past 3 months (€1.5m sold). Upcoming Dividend • Jun 08
Upcoming dividend of UK£0.46 per share at 3.0% yield Eligible shareholders must have bought the stock before 15 June 2023. Payment date: 14 July 2023. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (2.3%). Recent Insider Transactions • Jun 08
Group CEO & Executive Director recently sold €1.5m worth of stock On the 5th of June, Mike Norris sold around 55k shares on-market at roughly €26.88 per share. This transaction amounted to 4.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Mike's only on-market trade for the last 12 months. Tillkännagivande • May 19
Computacenter plc, Annual General Meeting, May 17, 2023 Computacenter plc, Annual General Meeting, May 17, 2023. Agenda: To receive the Reports and Accounts for the year ended 31/12/2022; to consider approval of the Annual Statement from the Chair of the Remuneration Committee and the Annual Remuneration Report; to consider approval of the Directors' Remuneration Policy; to consider approval of a final dividend of 45.8 pence per ordinary share; to consider re-election of P Campbell as a director; to consider election of R Carayol; to consider re-election of F A Conophy as a director; and to transact other business. Tillkännagivande • May 18
Computacenter plc Approves Final Dividend Computacenter plc announced that at its AGM held on 17 May 2023, the shareholders approved final dividend of 45.8 pence per ordinary share. Recent Insider Transactions • Apr 02
Key Executive recently bought €69k worth of stock On the 31st of March, Francis Conophy bought around 3k shares on-market at roughly €23.84 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Francis' only on-market trade for the last 12 months. Reported Earnings • Apr 02
Full year 2022 earnings released: EPS: UK£1.62 (vs UK£1.64 in FY 2021) Full year 2022 results: EPS: UK£1.62 (down from UK£1.64 in FY 2021). Revenue: UK£6.47b (down 3.8% from FY 2021). Net income: UK£182.8m (down 1.3% from FY 2021). Profit margin: 2.8% (in line with FY 2021). Revenue is expected to decline by 2.9% p.a. on average during the next 3 years, while revenues in the IT industry in Germany are expected to grow by 9.1%. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 16% per year. Valuation Update With 7 Day Price Move • Feb 03
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to €25.60, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 20x in the IT industry in Germany. Total returns to shareholders of 23% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €44.67 per share. Tillkännagivande • Jan 30
Computacenter plc to Report Fiscal Year 2022 Results on Mar 20, 2023 Computacenter plc announced that they will report fiscal year 2022 results on Mar 20, 2023 Tillkännagivande • Nov 03
Computacenter plc Announces Board Changes Computacenter plc announced the appointment of Christian Jehle as Executive Director of the Company to succeed Tony Conophy, who has notified the Company that he will be retiring. Christian will join the Company and the Board between 24 March 2023 and 1 July 2023. The Company will issue a further Regulatory News Service announcement once the date that Christian will join the Company and the Board has been confirmed. Christian will join Computacenter from his current role as Chief Financial Officer and Executive Director for the UK & Ireland division of Experian plc, prior to which he held the role of Chief Financial Officer of Global Decision Analytics at Experian. Christian started his career as a graduate at Fujitsu Siemens Computers, and prior to joining Experian, held a number of commercial and finance roles at Accenture, First Data International and SAP SE, including as Chief Financial Officer, Japan, and Chief Financial Officer, UK & Ireland, during his time at SAP. Tony Conophy will be stepping down as Executive Director of Computacenter plc upon Christian joining the Company and the Board. This will be at a date to be determined, between 24 March 2023 and 1 July 2023. Tony has agreed to then remain with the Company for a further period (which is anticipated to be for 3 months) to enable an appropriate transition to Christian to take place. Tillkännagivande • Nov 02
Computacenter plc Announces Chief Financial Officer Changes Computacenter plc announced the appointment of Christian Jehle as Chief Financial Officer of the Company to succeed Tony Conophy, who has notified the Company that he will be retiring. Christian will join the Company between 24 March 2023 and 1 July 2023. The Company will issue a further Regulatory News Service announcement once the date that Christian will join the Company has been confirmed. Christian will join Computacenter from his current role as Chief Financial Officer and Executive Director for the UK & Ireland division of Experian plc, prior to which he held the role of Chief Financial Officer of Global Decision Analytics at Experian. Christian started his career as a graduate at Fujitsu Siemens Computers, and prior to joining Experian, held a number of commercial and finance roles at Accenture, First Data International and SAP SE, including as Chief Financial Officer, Japan, and Chief Financial Officer, UK & Ireland, during his time at SAP. Tony Conophy will be stepping down as Chief Financial Officer of Computacenter plc upon Christian joining the Company. This will be at a date to be determined, between 24 March 2023 and 1 July 2023. Tony has agreed to then remain with the Company for a further period (which is anticipated to be for 3 months) to enable an appropriate transition to Christian to take place. Tillkännagivande • Oct 29
Computacenter plc to Report Q4, 2022 Results on Jan 30, 2023 Computacenter plc announced that they will report Q4, 2022 results on Jan 30, 2023 Tillkännagivande • Oct 21
Computacenter plc Appoints René Carayol as Independent Non-Executive Director with Effect from 1 November 2022 Computacenter plc announced the appointment of René Carayol to the Board as an Independent Non-Executive Director with effect from 1 November 2022. After leaving University, René joined Marks & Spencer where he worked for 10 years, including as a Senior IT Manager, before moving to join PepsiCo as IT Systems Director. He subsequently moved to IPC Magazines as CIO, staying with the business until it was sold to AOL Time Warner. René is now an experienced Executive Leadership Coach and broadcaster, with much of his recent work focusing particularly on areas such as Diversity and Inclusion, Inclusive Leadership and cultural transformation across large organisations. In 2004, René was awarded an MBE for his outstanding contribution to the business community. He holds an undergraduate degree from the London School of Economics and Political Science and was awarded an Honorary Doctorate by the University of Roehampton. René will serve as a member of the Audit, Nomination and Remuneration Committees. Rene Haas has informed the Company that he will retire from the Board with effect from 1 December 2022. Tillkännagivande • Oct 15
Computacenter Promotes Anne Merinville as Country Director for France Computacenter has promoted Anne Merinville to the role of country director for France, responsible for the local sales and go-to-market teams. Merinville, who joined Computacenter in 2003, was most recently head of projects and consultancy for France. In her new position, she will work closely with Lieven Bergmans, who will continue to represent France and the rest of Europe (outside Germany and the UK) on the group's executive committee. Upcoming Dividend • Sep 22
Upcoming dividend of UK£0.22 per share Eligible shareholders must have bought the stock before 29 September 2022. Payment date: 28 October 2022. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (5.1%). Higher than average of industry peers (1.8%). Tillkännagivande • Sep 10
Computacenter plc Announces Interim Dividend, Payable on 28 October 2022 Computacenter plc announced an interim dividend of 22.1 pence per share (H1 2021: 16.9 pence per share). This is in line with their policy that the interim dividend will be approximately one third of the previous year's total dividend. The interim dividend will be paid on 28 October 2022. The dividend record date is 30 September 2022, and the shares will be marked ex-dividend on 29 September 2022. Tillkännagivande • Jul 15
Computacenter plc (LSE:CCC) acquired Business IT Source, Inc. (BITS). Computacenter plc (LSE:CCC) acquired Business IT Source, Inc. (BITS) on July 13, 2022. BITS reported revenue in 2021 of approximately $245 million with EBIT of approximately $8.9 million. The existing BITS leadership team will stay to run the business as a separate operating unit within Computacenter United States. The business and the team will be fully integrated into Computacenter's North American operations over time. Martin Wolf Securities, LLC acted as financial advisor to Business IT Source.
Computacenter plc (LSE:CCC) completed the acquisition of Business IT Source, Inc. (BITS) on July 13, 2022. Upcoming Dividend • Jun 02
Upcoming dividend of UK£0.49 per share Eligible shareholders must have bought the stock before 09 June 2022. Payment date: 08 July 2022. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (4.2%). Higher than average of industry peers (1.4%). Tillkännagivande • May 20
Computacenter plc Approves Final Dividend Computacenter plc at Annual General Meeting on 19 MAY 2022 approved the final dividend of 49.4 pence per ordinary share. Tillkännagivande • May 02
Computacenter plc to Report First Half, 2022 Results on Sep 09, 2022 Computacenter plc announced that they will report first half, 2022 results on Sep 09, 2022 Tillkännagivande • Apr 14
Computacenter plc, Annual General Meeting, May 19, 2022 Computacenter plc, Annual General Meeting, May 19, 2022, at 10:30 Coordinated Universal Time. Location: 100 Blackfriars Road, SE1 8HL London United Kingdom Reported Earnings • Mar 17
Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat Full year 2021 results: EPS: UK£1.64 (up from UK£1.36 in FY 2020). Revenue: UK£6.73b (up 24% from FY 2020). Net income: UK£185.3m (up 21% from FY 2020). Profit margin: 2.8% (in line with FY 2020). Revenue exceeded analyst estimates by 1.3%. Over the next year, revenue is forecast to grow 3.8%, compared to a 15% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year whereas the company’s share price has increased by 32% per year. Buying Opportunity • Feb 08
Now 25% undervalued Over the last 90 days, the stock is up 1.2%. The fair value is estimated to be UK£41.62, 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% per annum over the last 3 years. Earnings per share has grown by 31% per annum over the last 3 years. Executive Departure • Oct 06
Independent Non-Executive Director Timothy Powell has left the company On the 30th of September, Timothy Powell's tenure as Independent Non-Executive Director ended after 6.8 years in the role. As of June 2021, Timothy still personally held only 1.34k shares (€40k worth at the time). Timothy is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 8.75 years. Upcoming Dividend • Sep 16
Upcoming dividend of UK£0.17 per share Eligible shareholders must have bought the stock before 23 September 2021. Payment date: 22 October 2021. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (0.9%). Reported Earnings • Sep 11
First half 2021 earnings released: EPS UK£0.72 (vs UK£0.46 in 1H 2020) The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£3.18b (up 29% from 1H 2020). Net income: UK£81.9m (up 57% from 1H 2020). Profit margin: 2.6% (up from 2.1% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 31% per year whereas the company’s share price has increased by 33% per year. Tillkännagivande • Aug 13
Computacenter Ordinary Shares to Be Deleted from Other OTC Computacenter plc Ordinary Shares (United Kingdom) will be deleted from Other OTC effective from August 13, 2021, due to Inactive Security. Upcoming Dividend • May 27
Upcoming dividend of UK£0.38 per share Eligible shareholders must have bought the stock before 03 June 2021. Payment date: 02 July 2021. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.2%). Tillkännagivande • May 21
Computacenter plc Approves Final Dividend Computacenter plc at its AGM held on May 20, 2021 approved final dividend of 38.4 pence per ordinary share. Tillkännagivande • Apr 29
Computacenter plc Provides Earnings Guidance for the Full Year 2021 Computacenter plc provided earnings guidance for the full year 2021. Due to the strong organic profit performance the company expected 2021 to be a year of good progress in reported profits. Reported Earnings • Apr 24
Full year 2020 earnings released: EPS UK£1.36 (vs UK£0.90 in FY 2019) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: UK£5.44b (up 7.7% from FY 2019). Net income: UK£153.8m (up 51% from FY 2019). Profit margin: 2.8% (up from 2.0% in FY 2019). The increase in margin was driven by higher revenue. Reported Earnings • Mar 17
Full year 2020 earnings released: EPS UK£1.36 (vs UK£0.90 in FY 2019) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: UK£5.44b (up 7.7% from FY 2019). Net income: UK£153.8m (up 51% from FY 2019). Profit margin: 2.8% (up from 2.0% in FY 2019). The increase in margin was driven by higher revenue. Tillkännagivande • Mar 17
Computacenter plc, Annual General Meeting, May 20, 2021 Computacenter plc, Annual General Meeting, May 20, 2021. Tillkännagivande • Mar 16
Computacenter plc Proposes Final Dividend, Payable on 2 July 2021 Computacenter plc propose to pay a final dividend of 38.4 pence per share, bringing full year dividend to 50.7 pence per share. This represents an increase of 37.0% over the 37.0 pence proposed for the 2019 full year dividend, including the 26.9 pence final 2019 dividend proposed, but not paid, and an increase of 402.0% over the 10.1 pence actually paid for the 2019 full year dividend. Subject to the approval of shareholders at Annual General Meeting on 20 May 2021, the proposed dividend will be paid on 2 July 2021. The dividend record date is set as 4 June 2021 and the shares will be marked ex-dividend on 3 June 2021. Tillkännagivande • Mar 10
Computacenter plc Announces Board Changes Computacenter plc announced the appointment of Pauline Campbell to the board as an independent non-executive director with effect from 16 August 2021. Minnow Powell has informed the company that he will retire from the board with effect from 30 September 2021, following a handover to his successor and the release of the company's 2021 Interim Results. Pauline will join the Audit Committee as Audit Chair-elect and will also serve as a member of the Nomination and Remuneration Committees. Pauline will assume the duties of Audit Chair following Minnow's retirement. Is New 90 Day High Low • Feb 28
New 90-day low: €23.80 The company is down 7.0% from its price of €25.68 on 30 November 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the IT industry, which is also down 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €10.23 per share. Tillkännagivande • Jan 22
Computacenter plc to Report Fiscal Year 2020 Results on Mar 16, 2021 Computacenter plc announced that they will report fiscal year 2020 results on Mar 16, 2021 Is New 90 Day High Low • Dec 29
New 90-day high: €28.40 The company is up 14% from its price of €24.94 on 28 September 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.02 per share. Is New 90 Day High Low • Oct 01
New 90-day high: €26.28 The company is up 45% from its price of €18.18 on 03 July 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €15.71 per share. 
