Report
Nicolas David

Capgemini : Un T3 qui va alimenter la révision haussière du consensus et le re-rating

>Croissance organique de 13.2%, nettement supérieure aux attentes - Capgemini a publié hier avant Bourse une croissance org. T3 de 13.2%, plus de 4 pt au-dessus des attentes (ODDO BHF : 8.4% et Css : 9.0%) et en amélioration par rapport au T2 (12.9% org), malgré une base de comparaison moins favorable. L’activité du T3 est ainsi nettement supérieure au niveau de 2019 (+9.8% org y/y-2) et en accélération par rapport au T2 (+4.2% org y/y-2). La bonne surprise provient n...
Underlying
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).

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Nicolas David

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