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Added to YB: 2024-04-25

Pitch date: 2024-03-31

CAPMF [bullish]

Capgemini SE

-27.1%

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 203.97

Price Target

N/A

Dividend

2.67%

EV/EBITDA

8.16

P/E

14.33

EV/Sales

1.16

Sector

IT Services

Category

turnaround

Show full summary:
Mayar Capital Portfolio Holding: Capgemini SE

CAPMF: French IT consulting firm gaining share in soft market, +3.9% sales growth & expanding margins in 2023. Management sees client optimism on 2024 IT budgets after pullback. Well-positioned for demand recovery.

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