Hyvä aloitus vuodelle
Q1 oli operatiivisesti hyvä ja sektoria parempi suoritus. Lisäksi markkinakommentit olivat varovaisen positiiviset. Ennustamme maltillista ja sektoria parempaa kasvua sekä selvää kannattavuus-parannusta vuonna 2024. Ennusteillamme arvostuskuva (2024 EV/EBIT 8x ja P/E 12x) on edelleen houkutteleva.
Netum Group
Netum operates in the IT sector. The company specializes in the development of software solutions. The software is self-developed and is mainly used for the design and implementation of software, management and monitoring of information systems, cyber security solutions, and for IT management. The customers consist of corporate customers operating in a number of sectors. In addition to the main business, various value-added services are offered. The largest operations are in the Nordic region.
Read more on company pageKey Estimate Figures07/05
2023 | 24e | 25e | |
---|---|---|---|
Revenue | 37.1 | 45.2 | 46.1 |
growth-% | 27.16 % | 22.05 % | 1.82 % |
EBIT (adj.) | 2.8 | 4.7 | 4.8 |
EBIT-% (adj.) | 7.43 % | 10.33 % | 10.39 % |
EPS (adj.) | 0.16 | 0.23 | 0.29 |
Dividend | 0.00 | 0.14 | 0.16 |
Dividend % | 5.22 % | 5.97 % | |
P/E (adj.) | 16.71 | 11.52 | 9.38 |
EV/EBITDA | 16.08 | 7.96 | 7.47 |