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1. Company Snapshot

1.a. Company Description

CANCOM SE, together with its subsidiaries, offers information technology (IT) infrastructure and services in Germany and internationally.The company operates in two segments, Cloud Solutions and IT Solutions.The Cloud Solutions segment provides cloud and shared managed services, including project-related cloud hardware, software, and services.


The IT Solutions segment offers a range of services related to IT infrastructure and applications.Its services include IT strategy consulting, project planning and implementation, system integration, and IT procurement through e-procurement services, as well as professional IT services and support.The company offers AHP Enterprise Cloud, an IT multi-cloud management software, as well as provides cloud computing, mobile solutions, internet of things, data analytics, and IT security services.


It serves commercial end users ranging from small and medium enterprises to large companies and corporations, and public institutions.The company was founded in 1992 and is based in Munich, Germany.

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1.b. Last Insights on COK

Cancom SE's recent performance is driven by its attractive dividend yield, which stands at up to 5.6%. As investors seek stable income streams in uncertain economic times, the company's dividend-paying profile has become increasingly appealing. Additionally, Cancom's share buyback program, announced in 2024, has likely contributed to the stock's recent uptick, as it reduces the number of outstanding shares and enhances earnings per share for existing shareholders.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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There May Be Some Bright Spots In Cancom's (ETR:COK) Earnings

Nov -21

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At €24.35, Is Cancom SE (ETR:COK) Worth Looking At Closely?

Oct -19

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The five-year loss for Cancom (ETR:COK) shareholders likely driven by its shrinking earnings

Oct -02

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Societe Generale: shares & voting rights as of 31 August 2025

Sep -09

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Vaisala Corporation: Share Repurchase 9.9.2025

Sep -09

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Assessing Acciona (BME:ANA)'s Valuation After Recent Subtle Moves

Sep -09

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Deutsche Bank (XTRA:DBK): Assessing Valuation After a Period of Quiet Share Price Momentum

Sep -09

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Is Vaisala (HLSE:VAIAS) Undervalued? A Fresh Look at Its Current Valuation

Sep -09

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (9.02%)

6. Segments

Germany

Expected Growth: 8%

Germany's growth is driven by Cancom SE's strong market position, increasing demand for IT services, and strategic acquisitions. The company's focus on cloud computing, cybersecurity, and digital transformation also contributes to its growth. Additionally, Germany's strong economy and favorable business environment support the company's expansion.

International

Expected Growth: 12%

Cancom SE's 12% international growth is driven by increasing demand for digital transformation, cloud computing, and cybersecurity services. Strong partnerships with global IT leaders, strategic acquisitions, and expansion into new markets also contribute to this growth. Furthermore, the company's expertise in IT infrastructure and managed services has enabled it to capitalize on the growing trend of outsourcing IT operations.

7. Detailed Products

IT Infrastructure

Cancom SE provides a range of IT infrastructure solutions, including servers, storage, and networking equipment, to help businesses build and maintain a robust IT infrastructure.

Cloud Services

Cancom SE offers a range of cloud services, including public, private, and hybrid cloud solutions, to help businesses migrate to the cloud and improve agility and flexibility.

Cybersecurity

Cancom SE provides a range of cybersecurity solutions, including threat detection, incident response, and security consulting, to help businesses protect themselves from cyber threats.

Artificial Intelligence and Analytics

Cancom SE offers AI and analytics solutions, including machine learning, natural language processing, and data analytics, to help businesses gain insights and make data-driven decisions.

Digital Workplace

Cancom SE provides digital workplace solutions, including collaboration tools, unified communications, and endpoint management, to help businesses improve productivity and collaboration.

Consulting Services

Cancom SE offers consulting services, including IT strategy, process optimization, and change management, to help businesses improve their IT operations and achieve their goals.

8. Cancom SE's Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for Cancom SE is moderate, as there are some alternatives available in the market, but they are not very attractive to customers.

Bargaining Power Of Customers

The bargaining power of customers for Cancom SE is low, as the company has a strong brand image and customers are loyal to the brand.

Bargaining Power Of Suppliers

The bargaining power of suppliers for Cancom SE is moderate, as the company has a diverse supplier base and is not heavily dependent on any one supplier.

Threat Of New Entrants

The threat of new entrants for Cancom SE is high, as the market is attractive and there are low barriers to entry.

Intensity Of Rivalry

The intensity of rivalry for Cancom SE is high, as the market is highly competitive and there are many established players.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 11.71%
Debt Cost 4.08%
Equity Weight 88.29%
Equity Cost 10.47%
WACC 9.73%
Leverage 13.27%

11. Quality Control: Cancom SE passed 7 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

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Magic Software

A-Score: 6.2/10

Value: 3.5

Growth: 6.7

Quality: 6.7

Yield: 7.5

Momentum: 9.5

Volatility: 3.3

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Cancom

A-Score: 5.0/10

Value: 5.9

Growth: 5.8

Quality: 4.3

Yield: 6.9

Momentum: 4.0

Volatility: 3.0

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Global Dominion Access

A-Score: 4.9/10

Value: 5.8

Growth: 3.1

Quality: 2.6

Yield: 4.4

Momentum: 7.0

Volatility: 6.7

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Sonaecom

A-Score: 4.2/10

Value: 5.8

Growth: 1.0

Quality: 2.4

Yield: 5.0

Momentum: 8.5

Volatility: 2.7

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Comarch

A-Score: 3.9/10

Value: 3.4

Growth: 3.1

Quality: 4.2

Yield: 1.9

Momentum: 5.0

Volatility: 6.0

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Digital Value

A-Score: 3.6/10

Value: 8.0

Growth: 4.3

Quality: 5.1

Yield: 3.1

Momentum: 0.5

Volatility: 0.7

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

27.95$

Current Price

27.95$

Potential

-0.00%

Expected Cash-Flows