#sagegroup — Public Fediverse posts
Live and recent posts from across the Fediverse tagged #sagegroup, aggregated by home.social.
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DuPont View 👀
The DuPont curve is mixed:
#TeamViewer, #SageGroup, #DassaultSystemes and #Temenos improve ROIC, while #Vitec declines as goodwill rises from acquisitions.Note: High goodwill can mask underlying efficiency!
(3/5)
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Company Breakdown 🧩
The results are clear:
🔴 No company in the sample grows fast enough to offset its P/E.
🟡 #SAP - elevated P/E, negative earnings growth.
🟡 #SageGroup, #TeamViewer - modest growth, but valuations remain demanding.PEG isn’t harsh here and growth hasn’t kept up!
(2/5)
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Company Breakdown 🧩
The results are clear:
🔴 No company in the sample grows fast enough to offset its P/E.
🟡 #SAP - elevated P/E, negative earnings growth.
🟡 #SageGroup, #TeamViewer - modest growth, but valuations remain demanding.PEG isn’t harsh here and growth hasn’t kept up!
(2/5)
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2020–2024 outcomes:
🟢 #Softcat — margins doubled despite falling revenue; pure cost discipline.
🟢 #Vitec — steady revenue growth and expanding margins.
🔴 #SAP — eroding margins, yet share price still rides #Nasdaq ’s wave.
🟡 #SageGroup — profits under siege; moats shrinking fast.(2/5)
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2020–2024 outcomes:
🟢 #Softcat — margins doubled despite falling revenue; pure cost discipline.
🟢 #Vitec — steady revenue growth and expanding margins.
🔴 #SAP — eroding margins, yet share price still rides #Nasdaq ’s wave.
🟡 #SageGroup — profits under siege; moats shrinking fast.(2/5)
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2020–2024 outcomes:
🟢 #Softcat — margins doubled despite falling revenue; pure cost discipline.
🟢 #Vitec — steady revenue growth and expanding margins.
🔴 #SAP — eroding margins, yet share price still rides #Nasdaq ’s wave.
🟡 #SageGroup — profits under siege; moats shrinking fast.(2/5)
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Elavon to acquire Sage Pay, a gateway that competes with Stripe, PayPal and Adyen, for $300M - E-commerce continues to gain momentum — a trend we’ll see played out in the next two months of holid... more: http://feedproxy.google.com/~r/Techcrunch/~3/tGMXAvo_nCQ/ #merchantservices #onlinepayments #bankofireland #unitedkingdom #unitedstates #u.s.bancorp #e-commerce #gocardless #mastercard #ecommerce #sagegroup #startups #ingenico #verifone #worldpay #banking #economy #finance