logo
logo
Endava plc

Endava plc

NYSE•DAVA
CEO: Mr. John E. Cotterell
セクター: Technology
業種: Software - Infrastructure
上場日: 2018-07-27
Endava plc, together with its subsidiaries, provides technology services in North America, Europe, the United Kingdom, and internationally. The company offers digital product acceleration services comprising product strategy, experience design, growth marketing, and analytics; advisory and digital strategy services consisting of technology strategy, enterprise architecture, and data strategy; and delivery services, including agile transformation, distributed agile delivery, accelerated DevOps delivery, and delivery management. It also provides digital engineering services, such as architecture, cloud application engineering, platform engineering, software security, and test engineering, as well as virtual, augmented, and extended reality; data and AI services, including artificial intelligence, and data engineering and platforms; and modern managed services comprising modern application management, managed cloud, service delivery, smart desk, and managed security. The company serves the consumer products, healthcare and life sciences, mobility, insurance, retail and consumer good, automotive, energy and resource, finance and banking, government, media and entertainment, payment, private equity, supply chain and logistics, technology, telecommunication, and travel industries. Endava plc was founded in 2000 and is headquartered in London, the United Kingdom.
連絡先情報
125 Old Broad Street, London, EC2N 1AR, United Kingdom
44-20-7367-1000
www.endava.com
時価総額
$290.49M
PER (TTM)
18.3
23.8
配当利回り
--
52週高値
$34.73
52週安値
$4.85
52週レンジ
1%
順位30Top 19.5%
5.1
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 5.1 / 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

Q1 2026 データ

売上高

$240.23M-8.65%
直近4四半期の推移

EPS

-$0.20-489.61%
直近4四半期の推移

フリーCF

$12.35M+182.87%
直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Revenue Growth 2025 Revenue reached £772.3M, increasing 4.3% over 2024; constant currency growth was 6.3% for the period.
Reported Gross Margin Improvement Reported Gross Margin improved 0.8% to 25.1% in FY2025, despite challenging macroeconomic environment and softness.
Acquisition Bolsters Healthcare GalaxE acquisition drove Healthcare revenue surge, growing 103.8% to £91.5M in FY2025 compared to prior year.
Strong Liquidity Position Cash and equivalents totaled £59.3M as of June 30, 2025; revolving credit facility remains largely undrawn.

リスク要因

Operating Results Variability Operating results face significant variability due to project timing, maintaining favorable pricing, and client spending uncertainty.
Cybersecurity System Compromise IT systems risk exposure from ransomware, AI tool use, and third-party vendors could cause material operational disruption.
Client Concentration Risk Top 10 clients accounted for 36.2% of FY2025 revenue, increasing dependence risk on key accounts.
Macroeconomic Headwinds Impact Global economic slowdown, inflation, and geopolitical tensions caused slower IT budget releases, particularly in Europe.

見通し

AI Native Delivery Evolution Evolving delivery model toward end-to-end agent-enabled approach using the proprietary Endava Flow framework.
Geographic Expansion Focus Geographic expansion focus continues, with North America revenue contributing 38.2% of total FY2025 revenue.
Talent Attraction Strategy Must attract, retain, and motivate highly skilled IT professionals amid intense competition in key delivery regions.
Future Capital Requirements Anticipate current cash flow and facilities sufficient for next 12 months working capital expenditure requirements.

同業比較

売上高 (TTM)

Endava plcDAVA
$988.59M
+1.1%
Priority Technology Holdings, Inc.PRTH
$932.95M
+9.5%
Bandwidth Inc.BAND
$756.12M
+7.4%

粗利益率 (最新四半期)

Consensus Cloud Solutions, Inc.CCSI
80.0%
+0.2pp
OneSpan Inc.OSPN
73.6%
-0.3pp
Allot Ltd.ALLT
68.3%
-2.1pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
CINT$655.52M44.512.1%26.2%
CCSI$562.76M6.7-522.6%87.4%
CLMB$558.46M25.921.1%0.7%

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
-1.4%
横ばい
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
75%
キャッシュフローの変動が大きい

深度リサーチ

次回決算:2026年2月19日
|
EPS:$0.21
|
売上高:$179.87M
財務レポート
財務データ
全年度

  • Form 20-F - FY 2025

    会計期末: 2025年6月30日|提出日: 2025年9月4日|
    売上高: $1.00B+4.3%
    |
    EPS: $0.47+24.1%
    予想を上回る

  • Form 20-F - FY 2024

    会計期末: 2024年6月30日|提出日: 2024年9月19日|
    売上高: $932.84M-6.8%
    |
    EPS: $0.37-82.3%
    予想を上回る

  • Form 20-F - FY 2023

    会計期末: 2023年6月30日|提出日: 2023年9月19日|
    売上高: $932.84M+21.4%
    |
    EPS: $0.37+10.8%
    予想を上回る

  • Form 20-F - FY 2022

    会計期末: 2022年6月30日|提出日: 2022年10月31日|
    売上高: $932.84M+46.7%
    |
    EPS: $0.37+87.3%
    予想を下回る

  • Form 20-F - FY 2021

    会計期末: 2021年6月30日|提出日: 2021年9月28日|
    売上高: $932.84M+27.2%
    |
    EPS: $0.37+113.5%
    予想を下回る