Added to YB: 2026-06-01
Pitch date: 2026-05-28
CAP.PA [neutral]
Capgemini SE
Author Info
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Company Info
Capgemini SE, together with its subsidiaries, provides consulting, digital transformation, technology, and engineering services primarily in North America, France, the United Kingdom, Ireland, the rest of Europe, the Asia-Pacific, and Latin America.
Market Cap
EUR 17.2B
Pitch Price
N/A
Price Target
N/A
Dividend
3.36%
EV/EBITDA
7.52
P/E
11.09
EV/Sales
1.06
Sector
IT Services
Category
growth
Capgemini (CAP France): AI turning the model back to growth?
CAP.PA (update): Investor Day repositions Capgemini as enterprise AI cycle play. Mgmt frames AI as architectural reset expanding TAM beyond digital transformation; revenue targets beat (esp. organic), margins slightly soft. Altran/WNS now fit AI strategy. Monetizing AI directly, agentic AI expands beyond IT budgets. Strong FCF/M&A optionality. Valuation implies muted growth, undervaluing AI positioning.
Read full article (2 min)