Capgemini SE

Capgemini is a consulting and IT services provider. Co. works closely with technology partners at the cutting edge of innovation in major trends such as: Cloud, Big Data and mobility. Co. offers its clients skills in a variety of fields, such as digital transformation and digital customer experience, Cloud, Big Data, mobility, testing, cyber security, application management. In addition, Co. helps its clients enhance their performance and sharpen their competitive edge by offering them a range of skills grouped around four major businesses: Consulting Services through Capgemini Consulting, Technology Services (TS), Local Professional Services through Sogeti, and X Outsourcing Services (OS).
  • TickerCAP
  • ISINFR0000125338
  • ExchangeEuronext Paris
  • SectorSoftware & Computer Services
  • CountryFrance

Analysts

Jean-Christophe Dourret

Capgemini : Cap Gemini - 15 Jul 2019

...

Jean-Christophe Dourret

Capgemini : Cap Gemini - 15 juill 2019

...

Sylvain Goyon

Capgemini : ODDO BHF Convictions List. In: AstraZeneca, Capgemini, Eiffage and Thales. Out: Dassault Systèmes, Orange, Talanx

Our ODDO BHF Convictions List has returned a net performance of 14.6% (+17.4% total return) and 0.7% vs Stoxx 600. We are not fundamentally altering our investment philosophy (quality/visibility) but we aim to capitalise on: 1/ the interest-rate environment by strengthening exposure to proxy bonds (Eiffage); 2/ the valuation differential between pharma and agri-food (AstraZeneca); 3/ the technology’s capacity to generate profitable growth at a reasonable valuation (Capgemini) and...

Sylvain Goyon

Capgemini : Liste ODDO BHF Convictions. In: AstraZeneca, Capgemini, Eiffage, Thales. Out: Dassault Systèmes, Orange, Talanx

Notre liste ODDO BHF Convictions affiche depuis son lancement une performance nette de 14.6% (+17.4% total return) et 0.7% vs Stoxx 600. Nous ne modifions pas fondamentalement notre philosophie d’investissement (qualité/visibilité) mais souhaitons exploiter : 1/ l’environnement de taux en renforçant l’exposition aux bond proxy (Eiffage) ; 2/ le différentiel de valorisation entre Pharmacie et Agroalimentaire (AstraZeneca) ; 3/ la capacité de croissance rentable de la Technologie à...

Charles Lepetitpas ...
  • Nicolas David

Capgemini : Creation of a leader in the digitisation of industry

>ER&D becomes Capgemini 2nd business and industry its first sector - The acquisition of Altran has enabled Capgemini to become leader in the worldwide outsourced R&D market, with pro forma revenues of around € 3.4bn. Capgemini’s management has, on a number of occasions, alluded to its determination to become leader in the digitisation of industry since this sector has entered a wave of digitisation for its products (connected and autonomous vehicles, infotainment, et...

Jean-Christophe Dourret

Capgemini : Cap Gemini - 15 Jul 2019

...

Jean-Christophe Dourret

Capgemini : Cap Gemini - 15 juill 2019

...

Sylvain Goyon

Capgemini : ODDO BHF Convictions List. In: AstraZeneca, Capgemini, Eiffage and Thales. Out: Dassault Systèmes, Orange, Talanx

Our ODDO BHF Convictions List has returned a net performance of 14.6% (+17.4% total return) and 0.7% vs Stoxx 600. We are not fundamentally altering our investment philosophy (quality/visibility) but we aim to capitalise on: 1/ the interest-rate environment by strengthening exposure to proxy bonds (Eiffage); 2/ the valuation differential between pharma and agri-food (AstraZeneca); 3/ the technology’s capacity to generate profitable growth at a reasonable valuation (Capgemini) and...

Sylvain Goyon

Capgemini : Liste ODDO BHF Convictions. In: AstraZeneca, Capgemini, Eiffage, Thales. Out: Dassault Systèmes, Orange, Talanx

Notre liste ODDO BHF Convictions affiche depuis son lancement une performance nette de 14.6% (+17.4% total return) et 0.7% vs Stoxx 600. Nous ne modifions pas fondamentalement notre philosophie d’investissement (qualité/visibilité) mais souhaitons exploiter : 1/ l’environnement de taux en renforçant l’exposition aux bond proxy (Eiffage) ; 2/ le différentiel de valorisation entre Pharmacie et Agroalimentaire (AstraZeneca) ; 3/ la capacité de croissance rentable de la Technologie à...

Charles Lepetitpas ...
  • Nicolas David

Capgemini : Creation of a leader in the digitisation of industry

>ER&D becomes Capgemini 2nd business and industry its first sector - The acquisition of Altran has enabled Capgemini to become leader in the worldwide outsourced R&D market, with pro forma revenues of around € 3.4bn. Capgemini’s management has, on a number of occasions, alluded to its determination to become leader in the digitisation of industry since this sector has entered a wave of digitisation for its products (connected and autonomous vehicles, infotainment, et...

1 director bought

A director at Capgemini bought 1,000 shares at 98.249EUR and the significance rating of the trade was 60/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board mem...

Alfred Glaser ...
  • Anis Zgaya
  • Charles Lepetitpas
  • Delphine Brault
  • Florent Laroche-Joubert
  • Louis Boujard
  • Nicolas David
  • Olfa Taamallah
  • Philippe Ourpatian
  • Stephane Houri
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 06/25/2019

While the 2019 Paris Air Show ended on a lacklustre note in terms of orders, it was marked by the launch of the A321XLR (which complicates the equation for the NMA) and the shelving of a rapid increase in production rates to 70 aircraft per month (a relief for the supply chain). Our hierarchy of recommendations is unchanged and we continue to prefer engine makers with MTU our Top Pick (Buy - € 220). Cf. report published this morning. - ...

Alfred Glaser ...
  • Anis Zgaya
  • Charles Lepetitpas
  • Delphine Brault
  • Florent Laroche-Joubert
  • Louis Boujard
  • Nicolas David
  • Olfa Taamallah
  • Philippe Ourpatian
  • Stephane Houri
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 25/06/2019

...

Ahmed Ben Salem ...
  • Alfred Glaser
  • Antoine Boivin-Champeaux
  • Charles Lepetitpas
  • Christophe Chaput
  • Delphine Brault
  • Emira Sagaama
  • Florent Laroche-Joubert
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Laurence Hofmann
  • Louis Boujard
  • Martial Descoutures
  • Matthias Desmarais
  • Michael Foundoukidis
  • Nicolas David
  • Philippe Ourpatian
  • Pierre Corby
  • Rémi Adam
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 04/26/2019

...

Ahmed Ben Salem ...
  • Alfred Glaser
  • Antoine Boivin-Champeaux
  • Charles Lepetitpas
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Emira Sagaama
  • Florent Laroche-Joubert
  • François Maury
  • Geoffroy Michalet
  • Georges Dieng
  • Jean Sassus
  • Laurence Hofmann
  • Louis Boujard
  • Martial Descoutures
  • Matthias Desmarais
  • Michael Foundoukidis
  • Nicolas David
  • Philippe Ourpatian
  • Pierre Corby
  • Rémi Adam
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 26/04/2019

...

Ahmed Ben Salem ...
  • Alex Koagne
  • Alexandre Iatrides
  • Antoine Boivin-Champeaux
  • Benoit Valleaux
  • Charles Lepetitpas
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Emmanuel Matot
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Johanna Jourdain
  • Louis Boujard
  • Martial Descoutures
  • Matthias Desmarais
  • Nicolas David
  • Olfa Taamallah
  • Oussema Denguir
  • Philippe Ourpatian
  • Pierre Tegner
  • Pierre Corby
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/31/2018

...

CAPGEMINI SE sees an upgrade to Slightly Positive due to a better fundamental star rating

The general evaluation of CAPGEMINI SE (FR), a company active in the Computer Services industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 4 out of 4 possible stars while its market behaviour can be considered as moderately risky. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Slightly Positive. As of the analysis date June 28, 2019, the closing price was EUR 109.35 and its potential was estimated at EUR 118.41.

Capgemini

Capgemini

Capgemini

Capgemini

MarketLine Department

Publicis Groupe SA - Strategy, SWOT and Corporate Finance Report

Publicis Groupe SA - Strategy, SWOT and Corporate Finance Report Summary Publicis Groupe SA - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Publicis Groupe SA (Publicis or 'the company') is a French communications group, which provides business transformation, communication and marketing services. The group offers a complete range of services and expertise acro...

MarketLine Department

Atos SE - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's Atos SE Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Atos SE since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competitive advantage. Key Highlights This re...

MarketLine Department

Tata Consultancy Services Limited - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's Tata Consultancy Services Limited Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Tata Consultancy Services Limited since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain...

MarketLine Department

Government Spending in the United Kingdom

Synopsis Government Spending in the United Kingdom industry profile provides top-line qualitative and quantitative summary information including: market size (value 2012-16, and forecast to 2021). The profile also contains descriptions of the leading players including key financial metrics and analysis of competitive pressures within the market. Summary - Save time carrying out entry-level research by identifying the size, growth, major segments, and leading players in the government spending market in the United Kingdom - Use the Five Forces analysis to determine the competitive intensity ...

Charles Pinel

Capgemini - Assemblée générale des actionnaires du 23 mai 2019

GOUVERNANCE Le conseil d'administration comptera un administrateur supplémentaire et passera de 13 à 14 membres. Deux nominations sont proposées et seront soutenues car les candidates sont libres de conflits d'intérêts potentiels (résolutions 10 et 11). REMUNERATION La transparence de la société relève très clairement des meilleures pratiques du CAC 40. Cependant, les montants totaux de la rémunération du Président-Directeur Général sont excessifs, excédant notre plafond socialement responsable, notamment en raison d'une rémunération fixe très élevée. Il devrait en être de même en 2019 en r...

Expert Corporate Governance Service (ECGS)

Capgemini - AGM and EGM 23 May 2019

The Board of Directors will have one additional director and will increase from 13 to 14 members. Two nominations are proposed and will be supported as the candidates are independent (resolutions 10 and 11). The company's disclosure is in line with the CAC 40's best practices. However, the total amounts of the Chairman and CEO's compensation are excessive, exceeding our limit, due in particular to a very high fixed compensation. There are no changes in the compensation policy for 2019. Therefore, we recommend to oppose to resolutions 5 and 8. The compensation of the two Deputy CEO - one of w...

Capgemini – Proxinvest Corporate Governance Rating ® : C

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

Charles Pinel

Proxy Report - 23/05/2018

Il est proposé de renouveler le mandat de Paul Hermelin, Directeur général depuis 2002 et Président-Directeur général de la société depuis 2012. Deux nouveaux Directeur généraux délégués ont été nommés le 1er janvier 2018. En effet, le processus de succession est engagé, Paul Hermelin ayant indiqué en mai 2017 souhaiter continuer à exercer les fonctions de Président-directeur général pour une durée correspondant environ à un demi mandat et de renoncer alors à la fonction de Directeur général tout en continuant à assurer la Présidence. La séparation des fonctions devrait donc intervenir dans le...

Charles Pinel

Etude de l'AG du 10/05/2017

Remuneration (resolutions 5 an 6):Despite being one of them most transparent companies in the CAC 40 Index, Proxinvest cannot support the structure and the amount of Paul Hermelin

Jérôme VINERIER

Short term view - CAP GEMINI SA : Overbought stochastics

The trend is bearish. The recovery is a consolidation. Stochastics are at the overbought level. The fall can soon resume toward €96.31. The background trend would be questioned should prices rise above €113.60.

Jérôme VINERIER

Analyse court terme - CAP GEMINI SA : Stochastiques en zone de surachat.

La tendance est baissière. La reprise est une consolidation. Les Stochastiques sont en zone de surachat. La baisse peut bientôt reprendre vers 96,31 €. La tendance de fond serait remise en cause en cas de franchissement de 113,60 €.

Jérôme VINERIER

Short term view - CAP GEMINI SA : Rising consolidation.

The background trend is clearly bearish. The negative MACD confirms the trend. The rise is a consolidation that will soon bump against the level at €107.50. The next target is at €96.31, then €93.55. Passing €113.60 would question the continuation of the fall.

Jérôme VINERIER

Analyse court terme - CAP GEMINI SA : La reprise est une consolidation.

La tendance de fond est clairement orientée à la baisse. Le MACD est négatif, il confirme cette tendance. La reprise est une consolidation qui va buter sur 107,50 € prochainement. Le prochain objectif est à 96,31 €, puis 93,55 €. Le franchissement de 113,60 € remettrait en cause la suite de la baisse.

Jérôme VINERIER

Medium term view - CAP GEMINI SA : The recent fall is getting more vigorous.

The trend is bullish. The recent fall is getting more vigorous. The next support is at €93.94. A break below €93.94 would challenge the trend.

ResearchPool Subscriptions

Get the most out of your insights

Get in touch