-0.32%
0.90%
12.05%
19.82%
23.29%
6.14%
121.88%
AI Spotlight on REY
Company Description
Reply S.p.A. provides consulting, system integration, application management, and business process outsourcing services in Italy and internationally.The company concepts, designs, develops, and implements solutions based on communication channels and digital media.It offers Axulus, an accelerator for the Industrial Internet of Thing; Brick Reply, a platform for digital transformation of industrial operations; China Beats, a market intelligence and social listening platform solution; Discovery Reply, an enterprise digital experience management platform; Logistics Execution Architecture Reply, a digital platform for agile and connected supply chains; and Pulse Reply, a solution that combines data science and marketing intelligence activities in an agile dashboard.
The company also provides Sonar Reply, a solution for data-driven trend research; TamTamy, an enterprise social network solution for communication, collaboration, and education through social media; Ticuro Reply, a platform solution for the connection of medical devices, as well as wearable and environmental sensors; and X-RAIS Reply, a reply artificial intelligence solution to support radiological diagnosis processes.It serves automotive, energy and utilities, financial services, logistics and manufacturing, public sector and healthcare, retail and consumer products, and telco and media industries.The company has a strategic collaboration agreement with Amazon Web Services.
Reply S.p.A. was founded in 1995 and is headquartered in Turin, Italy.
Market Data
| Last Price | 157.2 |
| Change Percentage | -0.32% |
| Open | 158.3 |
| Previous Close | 157.7 |
| Market Cap ( Millions) | 5860 |
| Volume | 34681 |
| Year High | 159 |
| Year Low | 117.2 |
| M A 50 | 153.52 |
| M A 200 | 140.29 |
Financial Ratios
| FCF Yield | 3.82% |
| Dividend Yield | 0.64% |
| ROE | 15.51% |
| Debt / Equity | 0.00% |
| Net Debt / EBIDTA | -114.37% |
| Price To Book | 0 |
| Price Earnings Ratio | 43.37 |
| Price To FCF | 26.16 |
| Price To sales | 3.58 |
| EV / EBITDA | 18.4 |
News
- Jan -30 - REPLY: Storm Reply Partners With GROHE to Transform B2B Sales With a Cloud-based Solution
- Dec -17 - REPLY: LEA Reply™ Reinforces its Supply Chain Resilience with AWS Foundational Technical Review Achievement
- Dec -12 - REPLY: Siemens and Roboverse Reply Automate Inspection Processes With Mobile Robots
- Dec -05 - Reply Achieves Generative AI Specialization in the Google Cloud Partner Advantage Program
- Nov -25 - REPLY: Sagepath Reply Enhances Consumer Checking Onboarding Experience for SouthState
- Nov -19 - Reply at Microsoft Ignite 2024: Dive into AI Innovation, Copilot Experiences, and the Future of Work
- Nov -15 - REPLY: Reply Recognized in SAP Services Landscape Report
- Nov -14 - REPLY: the Board of Directors Approves the Quarterly Financial Report as of 30 September 2024
- Oct -30 - REPLY Expands in the UK With Solirius, a Leader in Digital Transformation for the Government Sector
- Oct -14 - REPLY: Introducing agrirouter 2.0, the next generation platform for smart farming data exchange
- Sep -17 - GEDI and Reply Give More Voice to Newspapers
- Sep -10 - Technology Reply Wins the 2024 Oracle Partner Awards - Europe South Innovation
- Sep -04 - Reply AI Film Festival - Announced the Winners of the First International Festival for Short Films Made With Artificial Intelligence
- Aug -01 - Reply S.p.A.: The Board of Directors Approves the Half-Year Financial Report as of 30 June 2024
- Jul -30 - Reply Showcases Futura, a Digital Tour Expert for Costa Crociere Powered by NVIDIA ACE and Generative AI, at SIGGRAPH 2024
- Jul -29 - REPLY: Open Reply Supports OBI in Further Development of the "heyOBI" App and Marketing Solution Landscape
- Jul -16 - REPLY: After the AIRA Challenge, Roboverse Reply Is Awarded at ELROB 2024 for Its Autonomous Mobile Robot Management Platform
- Jun -26 - Valorem Reply Wins Nonprofit 2024 Microsoft Partner of the Year Award
- Jun -24 - REPLY: AIRA Challenge 2024 Prize awarded to Roboverse Reply for Mobile Robot Control via VR Glasses
- Jun -18 - REPLY: Jury Announced for Best Short Film Awards at Reply AI Film Festival in Venice
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Technologies
Expected Growth : 8 %
What the company do ?
Technologies from Reply S.p.A. refers to a suite of innovative solutions and services that enable digital transformation for businesses, including cloud, artificial intelligence, cybersecurity, and more.
Why we expect these perspectives ?
Reply S.p.A.'s 8% growth is driven by increasing demand for digital transformation, cloud adoption, and cybersecurity services. Strong partnerships with leading tech companies, innovative solutions, and strategic acquisitions also contribute to growth. Additionally, the company's expertise in AI, IoT, and data analytics helps clients optimize operations, driving revenue growth.
Segment n°2 -> Applications
Expected Growth : 9 %
What the company do ?
Applications from Reply S.p.A. refers to a suite of innovative software solutions and services designed to enhance business operations, improve efficiency, and drive digital transformation.
Why we expect these perspectives ?
Reply S.p.A.'s 9% growth is driven by increasing demand for digital transformation, cloud computing, and cybersecurity services. Strong partnerships with leading tech companies, innovative solutions, and strategic acquisitions also contribute to its growth. Additionally, the company's diversified revenue streams, including consulting, system integration, and application management, provide a solid foundation for sustained growth.
Segment n°3 -> Process
Expected Growth : 10 %
What the company do ?
Reply S.p.A.'s Process is an integrated system for managing business processes, providing a collaborative platform for workflow automation and optimization.
Why we expect these perspectives ?
Reply S.p.A.'s 10% growth is driven by increasing demand for digital transformation services, expansion into new markets, and strategic acquisitions. The company's strong presence in the IT consulting and system integration segments, coupled with its innovative solutions in AI, cloud, and cybersecurity, have contributed to its growth momentum.
Reply S.P.A. Products
| Product Range | What is it ? |
|---|---|
| Reply Consulting | Reply Consulting provides strategic and operational consulting services to help clients improve their business performance and competitiveness. |
| Reply Digital Experience | Reply Digital Experience offers a range of digital services, including digital strategy, user experience design, and digital development, to help clients create engaging digital experiences. |
| Reply Cyber Security | Reply Cyber Security provides a range of cybersecurity services, including threat intelligence, vulnerability assessment, and incident response, to help clients protect their digital assets from cyber threats. |
| Reply Data Analytics | Reply Data Analytics offers a range of data analytics services, including data strategy, data science, and data engineering, to help clients extract insights and value from their data. |
| Reply IoT and Industry 4.0 | Reply IoT and Industry 4.0 provides a range of services, including IoT strategy, IoT development, and Industry 4.0 consulting, to help clients leverage IoT and Industry 4.0 technologies to improve their operations and products. |
| Reply Cloud and Infrastructure | Reply Cloud and Infrastructure provides a range of services, including cloud strategy, cloud migration, and infrastructure consulting, to help clients optimize their IT infrastructure and leverage cloud technologies. |
Reply S.p.A.'s Porter Forces
Threat Of Substitutes
Reply S.p.A. operates in a niche market with high barriers to entry, reducing the threat of substitutes.
Bargaining Power Of Customers
Reply S.p.A. has a diversified customer base, reducing the bargaining power of individual customers.
Bargaining Power Of Suppliers
Reply S.p.A. relies on a few key suppliers, giving them some bargaining power, but the company's size and reputation mitigate this risk.
Threat Of New Entrants
Reply S.p.A. operates in a highly specialized industry with high barriers to entry, reducing the threat of new entrants.
Intensity Of Rivalry
Reply S.p.A. operates in a highly competitive industry with many established players, leading to intense rivalry.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 9.47% |
| Debt Cost | 3.95% |
| Equity Weight | 90.53% |
| Equity Cost | 8.97% |
| WACC | 8.49% |
| Leverage | 10.46% |
Reply S.p.A. : Quality Control
Reply S.p.A. passed 8 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| IDR.MC | Indra Sistemas, S.A. operates as a technology and consulting company worldwide. It designs, develops, produces, integrates, operates, maintains, repairs, and markets systems, solutions, and services based on the use of … |
| TIETO.HE | TietoEVRY Oyj operates as a software and services company. It operates through six segments: Digital Consulting, Cloud & Infra, Industry Software, Financial Services Solutions, International Operations, and Product Development Services. … |
| SCT.L | Softcat plc primarily acts as a value-added IT reseller and IT infrastructure solutions provider in the United Kingdom. The company advices, procures, designs, implements, and manages technology, such as software … |
| LAGR-B.ST | Lagercrantz Group AB (publ) operates as a technology company in Sweden, Denmark, Norway, Finland, the United Kingdom, Germany, Poland, rest of Europe, and internationally. The company operates through five divisions: … |
| BC8.DE | Bechtle AG provides information technology (IT) services primarily in Europe. The company operates in two segments, IT System House & Managed Services, and IT E-Commerce. The IT System House & … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Reply
A-Score
1-Year Total Return ->
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TietoEVRY
A-Score
1-Year Total Return ->
🥉
Softcat
A-Score
1-Year Total Return ->
4
Indra Sistemas
A-Score
1-Year Total Return ->
5
Lagercrantz Group
A-Score
1-Year Total Return ->
6
