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#softcat — Public Fediverse posts

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  1. The Barn @[email protected] ·

    Company Breakdown 🔎

    🟡 #Softcat leads with strong ROIC supported by an asset-light model, though recent revenue growth is negative.
    🔴 #SAP shows slow growth and shrinking margins, with ROIC only slightly above WACC – hardly standout territory.

    (2/5)

    #softcat #sap
  2. The Barn @[email protected] ·

    Company Breakdown 🔎

    🟡 #Softcat leads with strong ROIC supported by an asset-light model, though recent revenue growth is negative.
    🔴 #SAP shows slow growth and shrinking margins, with ROIC only slightly above WACC – hardly standout territory.

    (2/5)

    #softcat #sap
  3. The Barn @[email protected] ·

    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)

    #softcat #vitec #sap #nasdaq #sagegroup
  4. The Barn @[email protected] ·

    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)

    #softcat #vitec #sap #nasdaq #sagegroup
  5. The Barn @[email protected] ·

    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)

    #softcat #vitec #sap #nasdaq #sagegroup