Professional
Added to YB: 2025-02-11
Pitch date: 2024-12-31
CAP.PA [bullish]
Capgemini SE
-3.07%
current return
Author Info
No bio for this author
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 21.6B
Pitch Price
EUR 153.41
Price Target
N/A
Dividend
2.67%
EV/EBITDA
8.16
P/E
14.33
EV/Sales
1.16
Sector
IT Services
Category
value
Oakmark Global All Cap Strategy Portfolio Holding: Capgemini
CAP.PA: IT services co. Q3 organic rev -2%, lowered Q4 growth outlook. Lagging peers due to Euro manufacturing exposure. Cyclical rebound expected in structurally growing market. Low valuation, mid-term growth, recurring revenue, asset-light, strong cash conversion make it attractive despite current headwinds.
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