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1. Company Snapshot

1.a. Company Description

Nexus AG develops and sells software and hardware solutions, and provides IT services, primarily for customers in the health care system worldwide.It operates in two divisions, Healthcare Software and Healthcare Services.The company offers information systems, such as NEXUS/HIS and KIS for somatic hospitals; NEXUS/PSYCHIATRY for psychiatric institutions; NEXUS/REHAB for rehabilitation facilities; ITR, a software for rehabilitation, clinics, and hotels with medical care; NEXUS/ARCHIVE and PEGASOS, an archiving and process management system; NEXUS/QM for quality management; NEXUS/INTEGRATION SERVER, an interface management; NEXUS/CLOUD IT, outsourcing solution; NEXUS/EPS, a software solution to supplement SAP personnel management, as well as process and HR consulting in the SAP environment; ifa systems, an ophthalmology software solution; Sophrona solutions, ophthalmology patients and referral program; and NEXUS/DIS, interdisciplinary diagnostic information system.


Its information systems also comprise NEXUS/SWISSLAB, a laboratory information system; NEXUS/LAURIS for order communication in diagnostics; NEXUS/PATHOLOGY and NEXUS/CYTOLOGY for pathology and cytology institutes; dc-Pathos and dc-LabMan for pathology and cytology devices; NEXUS/RADIOLOGY, an information and image system for radiology wards and offices; NEXUs/CHILI, for PACS and teleradiology solutions; NEXUS/ASTRAIA for obstetrics and gynecology; NEXUS/SPECIAL DIAGNOSTICS and Clinic WinData for medical specialist diagnostics and device integration; NEXUS/HOME for senior citizen and nursing homes; NEXUS/OUTPATIENT CARE and Asebis, a homecare solution; NEXUS/PAT, an administration system for hospitals; and osoTEC for billing personal and other services.In addition, the company offers SINAPSI, highsystemNET, CREATIV OM, SEXTANT, Emed, NEXUS/EPD, NEXUS/AEMP, NEXUS/SPM, EuroSDS, RVS Software, NEXUS/VITA and TESIS VITA, and NEXUS/ESKULAP.NEXUS AG is headquartered in Donaueschingen, Germany.

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1.b. Last Insights on NXU

Nexus AG's recent performance was driven by a 9.6% year-over-year revenue increase to €66.0m in Q3 2024, primarily due to strong sales growth. Additionally, the company's net income beat expectations, indicating a positive earnings trend. Furthermore, Nexus' significant individual investors ownership suggests that key decisions are influenced by those with a vested interest in the company's success, potentially leading to more shareholder-friendly policies. The company's share buyback activity, although not explicitly mentioned, is likely a positive event as it reduces the number of outstanding shares and benefits shareholders.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (11.30%)

6. Segments

NEXUS / ROE

Expected Growth: 8.5%

Growing demand for digitalization in rail freight transportation, increasing need for real-time tracking and automation, and rising adoption of Industry 4.0 technologies drive the growth of Nexus AG's NEXUS/ROE software solution.

NEXUS / DE

Expected Growth: 12.5%

Growing demand for standardized data exchange formats, increasing adoption of digitalization in industries, and rising need for efficient data exchange between business partners drive the growth of NEXUS/DE.

NEXUS / DIS

Expected Growth: 15.4%

Growing demand for digitalization in the insurance industry, increasing need for efficient product design and deployment, and rising adoption of cloud-based platforms drive the growth of digital insurance platforms like NEXUS/DIS.

7. Detailed Products

Nexus Smart ID

A digital identity verification and authentication solution that enables secure and seamless access to online services and applications.

Nexus Smart Access

A physical and logical access control system that ensures secure and convenient access to physical spaces and digital resources.

Nexus Smart Cards

A range of smart cards that provide secure authentication, encryption, and digital signatures for various applications.

Nexus Trust Services

A suite of trust services that enable secure digital transactions, including digital signatures, encryption, and timestamping.

Nexus IoT Security

A comprehensive IoT security solution that protects connected devices and prevents cyber threats.

8. Nexus AG's Porter Forces

Forces Ranking

Threat Of Substitutes

Nexus AG operates in a market with moderate threat of substitutes. While there are some alternatives available, they are not significantly cheaper or better, limiting the threat.

Bargaining Power Of Customers

Nexus AG's customers have significant bargaining power due to their large purchasing power and ability to switch to competitors.

Bargaining Power Of Suppliers

Nexus AG's suppliers have limited bargaining power due to the company's large scale of operations and ability to negotiate better prices.

Threat Of New Entrants

The threat of new entrants in Nexus AG's market is moderate, as there are some barriers to entry, but not insurmountable ones.

Intensity Of Rivalry

The intensity of rivalry in Nexus AG's market is high, with many established players competing for market share.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 7.35%
Debt Cost 8.24%
Equity Weight 92.65%
Equity Cost 8.24%
WACC 8.24%
Leverage 7.94%

11. Quality Control: Nexus AG passed 6 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
Nexus

A-Score: 5.6/10

Value: 2.0

Growth: 7.2

Quality: 7.9

Yield: 0.0

Momentum: 9.0

Volatility: 7.7

1-Year Total Return ->

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Stock-Card
CompuGroup Medical

A-Score: 4.7/10

Value: 4.6

Growth: 4.2

Quality: 4.1

Yield: 0.6

Momentum: 9.5

Volatility: 5.0

1-Year Total Return ->

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Stock-Card
Equasens

A-Score: 4.2/10

Value: 4.6

Growth: 4.9

Quality: 7.2

Yield: 4.4

Momentum: 1.0

Volatility: 3.0

1-Year Total Return ->

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Stock-Card
Kneat

A-Score: 4.0/10

Value: 2.0

Growth: 7.8

Quality: 3.8

Yield: 0.0

Momentum: 7.5

Volatility: 3.0

1-Year Total Return ->

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Stock-Card
Cegedim

A-Score: 4.0/10

Value: 10.0

Growth: 3.7

Quality: 2.3

Yield: 0.0

Momentum: 2.0

Volatility: 6.0

1-Year Total Return ->

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Stock-Card
SOPHiA GENETICS

A-Score: 3.8/10

Value: 6.8

Growth: 4.6

Quality: 3.7

Yield: 0.0

Momentum: 8.0

Volatility: 0.0

1-Year Total Return ->

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

71.2$

Current Price

71.2$

Potential

-0.00%

Expected Cash-Flows