Report
Nicolas David

Capgemini : Une bonne visibilité pour une valorisation encore raisonnable

>Bonne visibilité pour la fin d’année - Le reconfinement observé en Europe de l’Ouest au T4 2020 n’a semble-t-il pas eu d’impact matériel sur l’activité du groupe et Capgemini semble donc bien parti pour afficher une nouvelle amélioration de sa croissance org. au T4 (ODDO BHF : -2.3%e vs -3.6% au T3), avec un book to bill une nouvelle fois satisfaisant. Le groupe continue de gagner des parts de marché sur le secteur bancaire (24% du CA) et bénéficie de la bonne tracti...
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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