Sopra Steria Group : Un CMD pour mettre en lumière la sous-valorisation de cette société de qualité
Le premier CMD de l’histoire de Sopra Steria sera l’occasion pour le groupe de rappeler sa stratégie de construction d’un leader européen en organique et via M&A. Nous estimons le groupe capable de surperformer son marché et d’augmenter encore davantage ses marges avec une conversion en FCF supérieure aux attentes du consensus. Ce CMD devrait mettre en exergue ces éléments et permettre un rerating du titre trop faiblement valorisé (FCF yield >10%). Opinion Surperformance réitérée et OC maintenu à 251 €.Sopra Steria Group is a global player in IT services, with operations in consulting, software development, and integration. In addition to France, Co. operates in the United Kingdom, Spain, Italy, Switzerland, Germany, and Belgium, assisting its clients in managing the transformation of their businesses and information systems. Co. divides its operation into three categories: Consulting, Systems and Solutions Integration, and Software Development; which it spreads among eight major verticals: Financial Services, Insurance and Social Welfare, Public Sector, Telecom Operators, Aerospace and Defense, Energy, Transport and Courier Services, and Retail.
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.
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