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Sapiens International Corporation N.V.

Sapiens International Corporation N.V.

NASDAQ•SPNS
CEO: Mr. Roni Al-Dor
セクター: Technology
業種: Software - Application
上場日: 1998-03-05
Sapiens International Corporation N.V. provides software solutions for the insurance industry in North America, the United Kingdom, Europe, the Middle East, Africa, the Asia Pacific, and internationally. The company provides various solutions for property and casualty commercial and personal lines, life and pensions, and reinsurance fields. It offers IDITSuite, an AI powered, end-to-end insurance software; DigitalSuite, a cloud-native, future-proof digital engagement platform; IDITGo, a pre-configured, data-enriched insurance launch and accelerator platform solutions; consultancy services for property and casualty commercial lines; and Tia Enterprise solution for customer engagement. The company also provides CoreSuite, an end-to-end cloud and digital PAS for individual and group products across life, health, wealth, and pensions; CustomerConnect, a dynamic self-service and persona-based portal to engage with insureds; AgentConnect, a portal for agents and brokers to focus on sales enablement, customer retention, and increasing customer value; and ReinsuranceMaster, a reinsurance automation software that provides insurers full financial control and flexibility over their entire reinsurance process. The company was founded in 1982 and is headquartered in Holon, Israel.
連絡先情報
Azrieli Center, 26 Harokmim Street, Holon, 5885800, Israel
972-3-790-2000
www.sapiens.com
時価総額
$2.43B
PER (TTM)
38.6
59.1
配当利回り
1.5%
52週高値
$43.52
52週安値
$23.69
52週レンジ
100%
順位22Top 8.4%
5.9
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 5.9 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q3 2025 データ

売上高

$152.32M+11.16%
直近4四半期の推移

EPS

$0.26-21.21%
直近4四半期の推移

フリーCF

$10.18M+0.88%
直近4四半期の推移

2024 Annual 決算ハイライト

主なハイライト

Revenue Growth 5.4% Revenues reached $542.4M USD, increasing 5.4%. Gross profit grew 8.4% to $238.1M USD.
Shareholder Net Income Up Net income attributable to shareholders was $72.2M USD, reflecting a strong 15.6% increase over prior year.
Operating Income Improved Operating income rose 8.9% to $85.8M USD, improving operating margin to 15.8% of total revenues.
Positive Cash Flow Generation Cash provided by operating activities totaled $82.2M USD, showing growth from $79.4M USD last year.

リスク要因

M&A Integration Challenges Performance relies heavily on successful integration of acquired companies; failure could harm future results of operations.
Macroeconomic Headwinds Impact Lingering inflation and high interest rates may adversely impact customer capital expenditure budgets and revenues.
Cybersecurity and Data Risks Security vulnerabilities or breaches in IT systems could cause liabilities, reputational damage, and service disruption.
Israeli Operations Geopolitical Risk Operations face risks from political instability, regional conflicts involving Israel, and potential tax benefit changes.

見通し

AI and Platform Innovation Continuous investment in R&D, focusing on AI, Generative AI, and enhancing the Intelligent Insurance Platform proposition.
Cloud and SaaS Strategy Plan to continue cloud transformation, enhancing SaaS capabilities, and selling cloud solutions to new customers globally.
Global Footprint Expansion Broaden offering presence in current geographies and expand market reach into DACH, Spain, and LatAm regions.
Strengthen Partner Ecosystem Focus on strengthening strategic partnership with Microsoft and formalizing new relationships with System Integrators.

同業比較

売上高 (TTM)

Formula Systems (1985) Ltd.FORTY
$2.89B
+6.6%
RingCentral, Inc.RNG
$2.49B
+5.5%
WEBTOON Entertainment Inc.WBTN
$1.40B
+5.7%

粗利益率 (最新四半期)

Alarm.com Holdings, Inc.ALRM
90.5%
+25.8pp
DoubleVerify Holdings, Inc.DV
82.3%
-0.4pp
Progress Software CorporationPRGS
81.6%
-1.4pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
RNG$2.74B206.7-2.8%84.9%
RUM$2.59B-5.4-128.1%0.6%
SPNS$2.43B38.613.2%5.9%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
4.3%
緩やかな成長
4四半期純利益CAGR
-7.2%
収益性の低下
キャッシュフロー安定性
100%
優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年2月17日
|
EPS:$0.39
|
売上高:-
財務レポート
財務データ
全年度
  • Form 20-F - FY 2024

    会計期末: 2024年12月31日|提出日: 2025年3月27日|
    売上高: $542.38M+5.4%
    |
    EPS: $1.29+14.2%
    予想を上回る
  • Form 20-F - FY 2023

    会計期末: 2023年12月31日|提出日: 2024年3月26日|
    売上高: $514.58M+8.4%
    |
    EPS: $1.13+18.9%
    予想を上回る
  • Form 20-F - FY 2022

    会計期末: 2022年12月31日|提出日: 2023年3月29日|
    売上高: $474.74M+3.0%
    |
    EPS: $0.95+10.5%
    予想を上回る
  • Form 20-F - FY 2021

    会計期末: 2021年12月31日|提出日: 2022年3月31日|
    売上高: $461.04M+20.4%
    |
    EPS: $0.86+30.3%
    予想を下回る
  • Form 20-F - FY 2020

    会計期末: 2020年12月31日|提出日: 2021年3月25日|
    売上高: $382.90M+17.6%
    |
    EPS: $0.66+26.9%
    予想を下回る