Summary
This prediction ended on 14.04.24 with a price of €30.22. The BUY prediction by Traumtanz finished with a performance of 8.16%. Traumtanz has a follow-up prediction for Cancom SE where he still thinks Cancom SE is a Buy. Traumtanz has 50% into this predictionCancom AG is a German-listed company that provides information technology (IT) solutions and services primarily in Europe. The company offers a range of IT infrastructure and cloud computing services, as well as consulting and managed services to help customers with digital transformation initiatives. Cancom serves various industries, including automotive, financial services, healthcare, retail, and telecommunications. As of August 2021, Cancom had a market capitalization of approximately €2.6 billion and its stock was listed on the Frankfurt and Munich exchanges in Germany, as well as on the OTC Markets in the US under the symbol CAYJF.
Performance without dividends (%)
| Name | 1w |
|---|---|
| Cancom SE | 2.089% |
| iShares Core DAX® | 2.594% |
| iShares Nasdaq 100 | 3.553% |
| iShares Nikkei 225® | 0.687% |
| iShares S&P 500 | 2.209% |
According to Traumtanz what are the pros and cons of Cancom SE for the foreseeable future?
Pros
Could be very worthwhile Investment >20% year
Revenue growth >5% per year expected
Higher EBIT margin than peer group
Fair valuation
High dividend yield expected
Valuable balance sheet
ROE higher than 10% per year
Normal challenges to pay loans and raise capital
Good culture
Innovative
Some uniques
Differentiated customer and product portfolio
Stable Large shareholder and/or long term investor
Well known brand
Future proof or reliable business model
Standard Investments for future growth
Top 10 in its market
EBIT growth >5% per year expected
positive Cash Flow expected
Good rating
Capable Management
Growths much faster than the competition
Sustainability is important
Medium risks for its business
Small cyclical dependencies
