Original-Research: Datagroup SE (von Quirin Privatbank Kapitalmarktgeschäft): Hold
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Original-Research: Datagroup SE - from Quirin Privatbank Kapitalmarktgeschäft
Classification of Quirin Privatbank Kapitalmarktgeschäft to Datagroup SE
Strong order uptick in Q2 On 27 May 2025, Datagroup released its Q2 financial results and confirmed its guidance for FY 2024/2025. Revenue growth was strong and in line with our expectation. Revenues in Q2 increased by 10.1% yoy. The increase was supported by solid order intake in the CORBOX core business, successful acquisition of new customers, and additional cross- and upselling contracts. Furthermore, the company benefited from a higher share of hardware in the service mix. However, the shift toward hardware likely diluted margins due to its typically lower profitability. At the same time, ongoing investments in AI, cybersecurity, and cloud services continued to support the strategic positioning but weighed on earnings. The EBIT margin declined slightly from 8.3% to 8.1%, in line with our estimate. Cash flow from operating activities was weaker due to higher trade receivables. Importantly, the public tender offer by KKR remains a key development. If the 80% or 90% acceptance thresholds are reached by 6 June 2025, the offer price will increase to EUR 56.50 or EUR 58.00 per share, respectively. Delisting will proceed after settlement. We change our target price to EUR 58, in line with the public offer and change our rating to Hold. You can download the research here: http://www.more-ir.de/d/32788.pdf For additional information visit our website: https://research.quirinprivatbank.de/ Contact for questions: Quirin Privatbank AG Institutionelles Research Schillerstraße 20 60313 Frankfurt am Main research@quirinprivatbank.de https://research.quirinprivatbank.de/
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2149928 03.06.2025 CET/CEST
Boersengefluester.de (BGFL) provides an overview of the key figures on sales, earnings, cash flow and dividends to help you better assess the fundamental development of the respective companies. All information is entered manually in our database - the source is the respective annual reports. All estimates for future figures are provided by BGFL.
| The most important financial data at a glance | ||||||||
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025e | ||
| Sales1 | 306,77 | 358,21 | 444,71 | 501,41 | 497,79 | 527,56 | 555,00 | |
| EBITDA1,2 | 46,88 | 41,81 | 67,29 | 76,46 | 80,23 | 80,40 | 83,50 | |
| EBITDA-Margin3 | 15,28 | 11,67 | 15,13 | 15,25 | 16,12 | 15,24 | 15,05 | |
| EBIT1,4 | 23,63 | 8,99 | 29,06 | 41,45 | 45,32 | 45,81 | 48,70 | |
| EBIT-Margin5 | 7,70 | 2,51 | 6,54 | 8,27 | 9,10 | 8,68 | 8,78 | |
| Net Profit (Loss)1 | 14,51 | 0,25 | 21,01 | 22,03 | 28,27 | 26,11 | 29,80 | |
| Net-Margin6 | 4,73 | 0,07 | 4,72 | 4,39 | 5,68 | 4,95 | 5,37 | |
| Cashflow1,7 | 4,52 | 21,68 | 49,99 | 70,25 | 46,66 | 58,89 | 64,00 | |
| Earnings per share8 | 1,76 | 0,02 | 2,52 | 2,64 | 3,39 | 3,13 | 3,55 | |
| Dividend per share8 | 0,70 | 0,00 | 1,00 | 1,10 | 1,50 | 1,00 | 1,00 | |
1 in Mio. Euro; 2 EBITDA = Earnings before interest, taxes, depreciation and amortisation; 3 EBITDA in relation to sales; 4 EBIT = Earnings before interest and taxes; 5 EBIT in relation to sales; 6 Net profit (-loss) in relation to sales; 7 Cashflow from operations; 8 in Euro; Source: boersengefluester.de
Auditor: Bansbach
All relevant valuation ratios, dates and other investor information on your share at a glance. Good to know: All data comes from boersengefluester.de and is updated daily. This means you are always up to date. You can get brief explanations of the key figures by moving the cursor or mouse over the relevant field.
| INVESTOR-INFORMATION | ||||||
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| Datagroup | ||||||
| WKN | ISIN | Legal Type | Marketcap | IPO | Recommendation | Plus Code |
| A0JC8S | DE000A0JC8S7 | SE | 564,39 Mio € | 14.09.2006 | Halten | 8FWFH5HG+5F |
| PE 2026e | PE 10Y-Ø | BGFL-Ratio | Shiller-PE | PB | PCF | KUV |
| 16,90 | 25,28 | 0,67 | 32,63 | 3,81 | 9,58 | 1,07 |
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Dividend '2023 in € |
Dividend '2024 in € |
Dividend '2025e in € |
Div.-Yield '2025e in % |
| 1,50 | 1,00 | 1,00 | 1,48% |
| Annual General Meeting | Q1-figures | Q2-figures | Q3-figures | Annual press conference |
| 18.03.2025 | 20.02.2025 | 27.05.2025 | 12.08.2025 | 28.01.2025 |
| Distance 60-days-line | Distance 200-days-line | Performance YtD | Performance 52 weeks | IPO |
| +5,81% | +18,68% | +45,57% | +44,17% | +2.006,25% |
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