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)

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)

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)

Sage Group appoints Jacqui Cartin as new CFO, Jonathan Howell to exit; shares dip Investing.com -- British software firm Sage Group (LON:SGE) has announced that Jacqui Cartin will succeed Jonathan Howell as the company’s chief financial officer (CFO). Howell is set to leave his position at the end of this year, on December 31. Shares fell 1.9% at the London open. Cartin, who is currently serving as the company’s executive vice president group financial controller, will assume her new role as CFO in January 2026. Howell has been in the CFO role since 2018 and has decided to step down to shift his focus towards non-executive work. Under Howell’s leadership, the company’s stock price has seen a significant rise, more than doubling during his tenure. Sage Group, which has been enjoying a surge in demand for artificial intelligence, had previously predicted an organic revenue growth of 9% or more for the year ending in September. This article was generated with the support of AI and reviewed by an editor. For more information see our T&C. 3rd party Ad. Not an offer or recommendation by Investing.com. See disclosure here or remove ads.

Click Subscribe #SageGroup #CFOAppointment #JacquiCartin #JonathanHowell #StockMarket

6/. However, investors will be closely watching the Bank of England's next move and its potential impact on the economy and various sectors.
#FTSE100 #UKmarket #inflation #SageGroup #earnings #sharebuyback #interestrates