Capgemini SE

ENXTPA:CAP Stok Raporu

Piyasa değeri: €16.4b

Capgemini Yönetim

Yönetim kriter kontrolleri 4/4

Şu anda CEO hakkında yeterli bilgiye sahip değiliz.

Anahtar bilgiler

Aiman Ezzat

İcra Kurulu Başkanı

€5.9m

Toplam tazminat

CEO maaş yüzdesi21.89%
CEO görev süresi6yrs
CEO sahipliği0.07%
Yönetim ortalama görev süresi6yrs
Yönetim Kurulu ortalama görev süresi6yrs

Son yönetim güncellemeleri

Recent updates

Anlatı Güncellemesi May 12

CAP: Gen AI Partnerships And AI Network Deals Will Support Future Repricing

Capgemini's updated analyst price target edges slightly lower to about €150 from roughly €150, as analysts weigh more cautious P/E assumptions against improving views on revenue growth, profit margin resilience and a lower discount rate. Analyst Commentary Bullish Takeaways Bullish analysts see revenue growth prospects as supportive of current P/E assumptions, even as they trim price targets to reflect a more balanced risk profile.
Anlatı Güncellemesi Apr 25

CAP: Gen AI Partnerships And Cloud Alliances Will Support Future Rerating Potential

Capgemini's updated narrative reflects a slightly lower implied price target, moving from about €153 to about €150, as analysts factor in modestly softer revenue growth and profit margin assumptions alongside higher discount rates and tempered P/E expectations. Analyst Commentary Recent research reflects a mixed but generally cautious stance on Capgemini, with several firms trimming price targets and a handful adjusting ratings as they reassess growth, profitability and valuation expectations.
Anlatı Güncellemesi Apr 10

CAP: Gen AI Execution And AI Partnerships Will Support Future Rerating Potential

Capgemini's analyst price target has been trimmed slightly, with the fair value estimate easing from about €153.49 to €152.66 as analysts factor in modestly higher revenue growth expectations, alongside questions around how improving top line momentum and Gen AI opportunities may translate into profits and cash flow. Analyst Commentary Recent Street research around Capgemini reflects a mix of caution and guarded optimism, with several firms trimming price targets while reassessing how revenue trends and Gen AI opportunities might feed through to earnings quality and cash generation.
Analiz Makalesi Mar 30

We Think You Can Look Beyond Capgemini's (EPA:CAP) Lackluster Earnings

The market for Capgemini SE's ( EPA:CAP ) shares didn't move much after it posted weak earnings recently. We think that...
Anlatı Güncellemesi Mar 27

CAP: Gen AI And Sovereign Cloud Alliances Will Support Future Rerating Potential

Capgemini's narrative update reflects a lower blended analyst price target, with cuts from around €170 to €115 to €160 and a higher discount rate now applied, as analysts balance concerns about profit and cash flow against improving top line trends and a more even risk reward profile around Gen AI exposure. Analyst Commentary Recent Street research points to a more mixed stance on Capgemini, with analysts adjusting price targets and ratings as they reassess growth, execution and Gen AI exposure.
Anlatı Güncellemesi Mar 12

CAP: Gen AI And Sovereign Cloud Contracts Will Anchor Future Re Rating Potential

Capgemini's updated analyst price target edges down from about €156.78 to €153.49. This reflects analysts' more cautious assumptions on growth, margins and discount rates after a series of lowered Street targets and mixed views on the profit and cash flow upside from improving top line trends and Gen AI opportunities.
Anlatı Güncellemesi Feb 26

CAP: Sovereign Cloud And Cybersecurity Contracts Will Anchor Future Re Rating Potential

Analysts have trimmed the Capgemini price target in this update, bringing it more in line with recent sector calls that cluster around €117 and reflect a slightly higher discount rate, modestly adjusted revenue growth and margin expectations, as well as a lower assumed future P/E multiple. Analyst Commentary Recent research shows a clear reset in expectations around Capgemini, with price targets converging toward about €117 and ratings clustering around Neutral or Hold.
Analiz Makalesi Feb 18

Earnings Release: Here's Why Analysts Cut Their Capgemini SE (EPA:CAP) Price Target To €161

Capgemini SE ( EPA:CAP ) shareholders are probably feeling a little disappointed, since its shares fell 8.7% to €104 in...
Anlatı Güncellemesi Feb 11

CAP: Sovereign Cloud And Cybersecurity Contracts Will Support Future Upside

Analysts have made a slight trim to their Capgemini price targets, now centering closer to €172. This reflects a modestly higher discount rate and more cautious revenue growth assumptions, partly influenced by recent neutral and Underweight stances in Street research.
Anlatı Güncellemesi Jan 08

CAP: AI Partnerships And Cybersecurity Wins Will Drive Future Upside

Narrative Update: Capgemini Capgemini’s narrative update reflects a reduced Street anchor, as analysts have moved a key price target down from €186 to €165. They cite refreshed assumptions on discount rates and valuation multiples, while largely maintaining their broader constructive stance on the shares.
Anlatı Güncellemesi Dec 19

CAP: AI Partnerships And Sovereign Cloud Wins Will Drive Future Upside

Narrative Update on Capgemini The analyst price target for Capgemini has been reduced by EUR 21, from EUR 186 to EUR 165. Analysts are factoring in slightly higher discount rates and modestly softer long term growth expectations, while maintaining a positive view on the shares.
Anlatı Güncellemesi Dec 04

CAP: AI Partnerships And Sovereign Cloud Deals Will Drive Future Upside

Analysts have modestly lowered their price target on Capgemini, with updated modeling for a slightly higher discount rate, softer medium term revenue growth, and a marginally lower profit margin contributing to a reduced fair value and a new Street target of EUR 165, down from EUR 186. Analyst Commentary Street research on Capgemini reflects a constructive long term view tempered by near term caution, with the lower price target primarily driven by adjustments to growth and risk assumptions rather than a fundamental change in the company narrative.
Anlatı Güncellemesi Nov 05

CAP: Digital Partnerships And New AI Initiatives Will Drive Future Upside

Analysts have modestly raised their price target for Capgemini to €171.93 from €169.57. They cite stronger expected revenue growth, even though there have been adjustments in profit margin forecasts and anticipated market discount rates.
Anlatı Güncellemesi Oct 22

Analyst Commentary Signals Mixed Outlook for Capgemini Amid Modest Valuation Adjustments

Narrative Update on Capgemini Analysts have revised their price target for Capgemini downward, decreasing it by €2.50 to reflect a more cautious outlook. This change is based on recent industry research and shifting market expectations.
Anlatı Güncellemesi Oct 08

Cloud, Data And AI Will Drive Digital Transformation Worldwide

Capgemini Price Target Revised Amid Modest Outlook Adjustments Analysts have slightly reduced their price target for Capgemini from $174.14 to $172.07. This change is due to marginal downward revisions to revenue growth expectations and profit margin forecasts.
Anlatı Güncellemesi Sep 19

Cloud, Data And AI Will Drive Digital Transformation Worldwide

Capgemini's fair value saw a marginal decline, as both the consensus analyst price target and key valuation metrics such as the discount rate and future P/E remained essentially unchanged. What's in the News Capgemini unveiled upgraded Outcome IQ for the Ryder Cup 2025, integrating real-time generative AI insights to enhance fan engagement across digital, broadcast, and on-site channels.
Anlatı Güncellemesi Sep 04

Cloud, Data And AI Will Drive Digital Transformation Worldwide

Capgemini’s valuation outlook remains stable, with consensus revenue growth and net profit margin both unchanged, resulting in an unchanged analyst price target of €175.93. What's in the News Capgemini, Google Cloud, and Imperial War Museums announced a landmark AI-powered project transcribing and translating over 20,000 hours of oral histories, significantly improving accessibility and research capabilities through advanced generative AI.
Analiz Makalesi Aug 23

Capgemini SE's (EPA:CAP) Earnings Are Not Doing Enough For Some Investors

When close to half the companies in France have price-to-earnings ratios (or "P/E's") above 17x, you may consider...
Analiz Makalesi Aug 08

Some Investors May Be Willing To Look Past Capgemini's (EPA:CAP) Soft Earnings

The most recent earnings report from Capgemini SE ( EPA:CAP ) was disappointing for shareholders. While the headline...
Analiz Makalesi Jul 31

Is Now An Opportune Moment To Examine Capgemini SE (EPA:CAP)?

Capgemini SE ( EPA:CAP ) received a lot of attention from a substantial price movement on the ENXTPA over the last few...
Analiz Makalesi Jun 25

An Intrinsic Calculation For Capgemini SE (EPA:CAP) Suggests It's 35% Undervalued

Key Insights The projected fair value for Capgemini is €221 based on 2 Stage Free Cash Flow to Equity Current share...
Analiz Makalesi Jun 12

We Think Capgemini (EPA:CAP) Can Stay On Top Of Its Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analiz Makalesi May 29

Here's What To Make Of Capgemini's (EPA:CAP) Decelerating Rates Of Return

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
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Yeni Anlatı Nov 07

Riding The AI Wave Decisive Consulting Fuels Future Growth And Margin Expansion

Strategic focus on AI and GenAI leads to strong revenue growth due to increasing client demand and successful project bookings.

CEO Tazminat Analizi

Aiman Ezzat'un ücretlendirmesi Capgemini'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Dec 31 2025€6m€1m

€2b

Sep 30 2025n/an/a

€2b

Jun 30 2025n/an/a

€2b

Mar 31 2025n/an/a

€2b

Dec 31 2024n/an/a

€2b

Sep 30 2024n/an/a

€2b

Jun 30 2024n/an/a

€2b

Mar 31 2024n/an/a

€2b

Dec 31 2023€5m€1m

€2b

Sep 30 2023n/an/a

€2b

Jun 30 2023n/an/a

€2b

Mar 31 2023n/an/a

€2b

Dec 31 2022€5m€1m

€2b

Sep 30 2022n/an/a

€1b

Jun 30 2022n/an/a

€1b

Mar 31 2022n/an/a

€1b

Dec 31 2021€5m€1m

€1b

Sep 30 2021n/an/a

€1b

Jun 30 2021n/an/a

€1b

Mar 31 2021n/an/a

€1b

Dec 31 2020€4m€973k

€957m

Sep 30 2020n/an/a

€868m

Jun 30 2020n/an/a

€779m

Mar 31 2020n/an/a

€818m

Dec 31 2019€3m€936k

€856m

Tazminat ve Piyasa: Aiman 'ın toplam tazminatı ($USD 6.93M ) French pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 5.57M ).

Tazminat ve Kazançlar: Aiman 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.


CEO

Aiman Ezzat (64 yo)

6yrs
Görev süresi
€5,940,008
Tazminat

Mr. Aiman Ezzat is Director of WNS (Holdings) Limited from 2025. Mr. Ezzat serves Chairman of the Board at Altran Technologies S.A. since 2020. Mr. Ezzat serves as Independent Director at L'Air Liquide S.A...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Aiman Ezzat
CEO, Member of Group Executive Board & Director6yrs€5.94m0.073%
€ 12.0m
Nivedita Bhagat
Group CFO & Member of Executive Board2.3yrsVeri yokVeri yok
Cyril Garcia
Head of Global Sustainability Serv. & Corporate Resp.6.7yrsVeri yokVeri yok
Michael Schulte
CEO of Engineering & Member of Executive Boardno dataVeri yokVeri yok
Fernando Alvarez
Head of Strategy6.3yrsVeri yokVeri yok
Anirban Bose
CEO of the Americas Strategic Business Unit & Member of the Group Executive Board9.3yrsVeri yokVeri yok
Franck Greverie
Chief Technology & Portfolio Officer6.3yrsVeri yokVeri yok
Kartik Ramakrishnan
CEO of the Financial Services Strategic Business Unit & Member of Executive Boardno dataVeri yokVeri yok
Jerome Simeon
Chief Revenue Officer & Head of Global Industries and Member of Group Executive Board1.3yrsVeri yokVeri yok
Anne Lebel
Chief Human Resources Officer5.8yrsVeri yokVeri yok
Andrea Falleni
CEO of Southern Europe & Member of Executive Board3.3yrsVeri yokVeri yok
Roshan Gya
CEO of Northern Europe & Member of Executive Boardno dataVeri yokVeri yok
6.0yrs
Ortalama Görev Süresi
57.5yo
Ortalama Yaş

Deneyimli Yönetim: CAP 'un yönetim ekibi deneyimli ve deneyimlidir ( 6 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Aiman Ezzat
CEO, Member of Group Executive Board & Director6yrs€5.94m0.073%
€ 12.0m
Sian Herbert-Jones
Independent Director10yrs€110.00k0.00059%
€ 96.8k
Paul Hermelin
Non-Executive Chairman of the Board26.3yrs€355.50k0.12%
€ 19.4m
Frederic Oudea
Lead Independent Director & Vice Chairman8yrs€133.50k0.00059%
€ 96.8k
Xavier Musca
Independent Director12yrs€144.50k0.00059%
€ 96.8k
Patrick Pouyanne
Independent Director9yrs€128.00k0.00059%
€ 96.8k
Kurt Sievers
Independent Director5yrs€84.50k0.00059%
€ 96.8k
Belen del Prado Lopez-Doriga
Independent Director6yrs€86.00k0.00059%
€ 96.8k
Maria Ferraro
Independent Director4yrs€97.70k0.00029%
€ 47.6k
Ulrica Fearn
Independent Director3yrs€113.00k0.00059%
€ 96.8k
Hervé Jeannin
Director Representing Employees6yrs€92.00k0.000010%
€ 1.6k
Pierre Goulaieff
Employee Representative Director4.3yrs€86.00k0.00019%
€ 31.2k
6.0yrs
Ortalama Görev Süresi
62yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: CAP 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 6 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/14 08:57
Gün Sonu Hisse Fiyatı2026/05/14 00:00
Kazançlar2025/12/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Capgemini SE 29 Bu analistlerden 17, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Adam ShepherdArete Research Services LLP
Adrian SanchezBanco Santander
Sven MerktBarclays