SeSa (SES) Stock Overview
Distributes value-added information technology (IT) software and technologies in Italy and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 3/6 |
| Past Performance | 3/6 |
| Financial Health | 6/6 |
| Dividends | 3/6 |
SES Community Fair Values
Create NarrativeSee what 15 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
SeSa S.p.A. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | €98.60 |
| 52 Week High | €107.40 |
| 52 Week Low | €70.10 |
| Beta | 0.93 |
| 1 Month Change | 6.94% |
| 3 Month Change | 3.68% |
| 1 Year Change | 3.63% |
| 3 Year Change | -2.18% |
| 5 Year Change | -40.96% |
| Change since IPO | 817.21% |
Recent News & Updates
Analysis Article • Aug 06
SeSa's (BIT:SES) Strong Earnings Are Of Good Quality
Even though SeSa S.p.A. ( BIT:SES ) posted strong earnings, investors appeared to be underwhelmed. We have done some...Analysis Article • Jul 19
Here's What Analysts Are Forecasting For SeSa S.p.A. (BIT:SES) After Its Yearly Results
SeSa S.p.A. ( BIT:SES ) shareholders are probably feeling a little disappointed, since its shares fell 5.9% to €90.10...Recent updates
Analysis Article • Aug 06
SeSa's (BIT:SES) Strong Earnings Are Of Good Quality
Even though SeSa S.p.A. ( BIT:SES ) posted strong earnings, investors appeared to be underwhelmed. We have done some...Analysis Article • Jul 19
Here's What Analysts Are Forecasting For SeSa S.p.A. (BIT:SES) After Its Yearly Results
SeSa S.p.A. ( BIT:SES ) shareholders are probably feeling a little disappointed, since its shares fell 5.9% to €90.10...Analysis Article • Jun 28
Is It Too Late To Consider Buying SeSa S.p.A. (BIT:SES)?
While SeSa S.p.A. ( BIT:SES ) might not have the largest market cap around , it led the BIT gainers with a relatively...
Narrative Update • Jun 03
SES: Upper End Guidance And Stable P E Will Shape Balanced Outlook
Analysts have kept their €100 SeSa price target in place, pointing to only small tweaks in the discount rate, revenue growth, profit margin and future P/E assumptions that do not materially change their overall view of the stock. What's in the News SeSa scheduled a board meeting for July 16, 2026 to approve the draft statutory and consolidated financial statements as of April 30, 2026 (Key Developments).
Narrative Update • May 06
SES: Confident 2026 Revenue Guidance Will Support Future Re Rating
Analysts have kept SeSa's fair value estimate steady at €115.50, with a slightly higher assumed discount rate and a modestly higher future P/E of about 20x influencing the latest price target update. What's in the News SeSa confirmed earnings guidance for the year ending 30 April 2026 at the upper end of its previously communicated target range, indicating confidence in its current plan (Key Developments).Narrative Update • Apr 21
SES: Confident 2026 Guidance And Revenue Outlook Will Support Future Re Rating
Analysts are maintaining their price target for SeSa at €115.50, with only small adjustments to assumptions on discount rate, revenue growth, profit margin and future P/E to refine their valuation view. What's in the News SeSa confirms earnings guidance for the year ending April 30, 2026, at the upper end of its previously communicated target range (Key Developments).Narrative Update • Apr 07
SES: Upper End Guidance And Lower P E Will Support Further Upside
Analysts have maintained SeSa's fair value estimate at €100.00. A lower assumed future P/E of 18.5, along with slightly softer revenue growth and profit margin forecasts, explains the unchanged price target despite minor adjustments to the discount rate.Narrative Update • Mar 24
SES: Confident 2026 Guidance And Stable Margins Will Support Future Re Rating
Analysts have nudged their price target for SeSa from €115.0 to €115.5, reflecting updated assumptions on the discount rate, revenue growth, profit margin and future P/E. What's in the News SeSa S.p.A. updated earnings guidance for the year ending 30 April 2026, keeping expectations at the upper end of its previously communicated target range (Key Developments).Narrative Update • Mar 10
SES: Updated Discount Rate And Margins Will Support Further Upside Potential
Analysts have trimmed their price target on SeSa from €107 to €100, reflecting updated assumptions around discount rate, revenue growth, profit margin and future P/E. They still view the current valuation as aligned with these revised inputs.Narrative Update • Feb 24
SES: Stable Margins And Steady Outlook Will Support Future Re Rating
Analysts have kept their price target for SeSa steady at €115.00, citing largely unchanged assumptions for revenue growth, profit margins and future P/E, along with only minor refinements to the discount rate in their models. Valuation Changes Fair Value: €115.00 remains unchanged, indicating the core valuation anchor is stable.Narrative Update • Feb 08
SES: Lower Discount Rate And Firm Margins Will Support Re Rating
Analysts have kept their price target for SeSa steady at €115.00, citing largely unchanged assumptions on fair value, revenue growth and profit margins, supported by a slightly lower discount rate and a marginally reduced future P/E outlook. Valuation Changes Fair Value: unchanged at €115.00 per share, indicating no adjustment to the central valuation anchor.Analysis Article • Feb 05
At €84.10, Is It Time To Put SeSa S.p.A. (BIT:SES) On Your Watch List?
SeSa S.p.A. ( BIT:SES ), might not be a large cap stock, but it received a lot of attention from a substantial price...Narrative Update • Jan 25
SES: Higher Margins And Earnings Multiple Will Support A Re Rating
Narrative Update on SeSa Analysts have raised their price target on SeSa from €109.70 to €115.00, citing updated assumptions for slightly higher revenue growth, profit margins and future P/E, along with a modestly lower discount rate. Valuation Changes Fair Value: The price target moved from €109.70 to €115.00, a modest upward adjustment.Analysis Article • Jan 22
SeSa (BIT:SES) Seems To Use Debt Quite Sensibly
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Narrative Update • Jan 10
SES: Steady Fair Value And Slight Assumption Tweaks Will Support Upside
Analysts have kept their fair value estimate for SeSa steady at €107.00. The latest price target update mainly reflects small tweaks to discount rate, revenue growth, profit margin, and future P/E assumptions, rather than a change in their overall view of the company.Analysis Article • Jan 01
We Think SeSa's (BIT:SES) Solid Earnings Are Understated
SeSa S.p.A. ( BIT:SES ) announced a healthy earnings result recently, and the market rewarded it with a strong uplift...Analysis Article • Dec 21
Analysts Are Updating Their SeSa S.p.A. (BIT:SES) Estimates After Its Second-Quarter Results
It's been a good week for SeSa S.p.A. ( BIT:SES ) shareholders, because the company has just released its latest...Narrative Update • Dec 21
SES: Higher Future Earnings Multiple Will Drive Shares Higher
Analysts have raised their price target on SeSa from €80 to €107, citing slightly lower risk assumptions, stronger expected top line growth, and a higher justified future earnings multiple, despite a largely unchanged profitability outlook. Valuation Changes Fair Value: Increased significantly from €80.0 to €107.0 per share.Analysis Article • Oct 04
SeSa S.p.A. (BIT:SES) Shares Could Be 24% Above Their Intrinsic Value Estimate
Key Insights SeSa's estimated fair value is €74.40 based on 2 Stage Free Cash Flow to Equity Current share price of...Analysis Article • Sep 17
SeSa (BIT:SES) Will Pay A Dividend Of €1.00
SeSa S.p.A.'s ( BIT:SES ) investors are due to receive a payment of €1.00 per share on 24th of September. Including...Analysis Article • Sep 14
SeSa S.p.A. (BIT:SES) Released Earnings Last Week And Analysts Lifted Their Price Target To €119
Shareholders of SeSa S.p.A. ( BIT:SES ) will be pleased this week, given that the stock price is up 19% to €87.85...Analysis Article • Sep 10
At €75.65, Is SeSa S.p.A. (BIT:SES) Worth Looking At Closely?
SeSa S.p.A. ( BIT:SES ), might not be a large cap stock, but it saw a double-digit share price rise of over 10% in the...Analysis Article • Aug 23
SeSa (BIT:SES) Has A Somewhat Strained Balance Sheet
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Analysis Article • Aug 04
Slowing Rates Of Return At SeSa (BIT:SES) Leave Little Room For Excitement
There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...Analysis Article • Jul 21
SeSa's (BIT:SES) Dividend Will Be €1.00
The board of SeSa S.p.A. ( BIT:SES ) has announced that it will pay a dividend of €1.00 per share on the 24th of...Analysis Article • Jun 11
What Does SeSa S.p.A.'s (BIT:SES) Share Price Indicate?
SeSa S.p.A. ( BIT:SES ), might not be a large cap stock, but it led the BIT gainers with a relatively large price hike...Analysis Article • May 27
SeSa S.p.A.'s (BIT:SES) Intrinsic Value Is Potentially 73% Above Its Share Price
Key Insights SeSa's estimated fair value is €147 based on 2 Stage Free Cash Flow to Equity Current share price of...Analysis Article • May 08
SeSa S.p.A. (BIT:SES) Stock Rockets 32% As Investors Are Less Pessimistic Than Expected
SeSa S.p.A. ( BIT:SES ) shares have had a really impressive month, gaining 32% after a shaky period beforehand. Not all...Analysis Article • Apr 21
SeSa (BIT:SES) Takes On Some Risk With Its Use Of Debt
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Analysis Article • Apr 03
Be Wary Of SeSa (BIT:SES) And Its Returns On Capital
To find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...Analysis Article • Mar 16
€139: That's What Analysts Think SeSa S.p.A. (BIT:SES) Is Worth After Its Latest Results
Shareholders of SeSa S.p.A. ( BIT:SES ) will be pleased this week, given that the stock price is up 12% to €77.85...
New Narrative • Mar 11
Digital Green Acquisitions Expected To Strengthen Business From 2025
Strategic acquisitions and focus on high-margin sectors like Business Services are projected to significantly enhance growth and profitability.Analysis Article • Feb 13
SeSa S.p.A. (BIT:SES) Shares Could Be 46% Below Their Intrinsic Value Estimate
Key Insights Using the 2 Stage Free Cash Flow to Equity, SeSa fair value estimate is €134 Current share price of €71.50...Analysis Article • Jan 05
SeSa S.p.A.'s (BIT:SES) Share Price Is Still Matching Investor Opinion Despite 27% Slump
To the annoyance of some shareholders, SeSa S.p.A. ( BIT:SES ) shares are down a considerable 27% in the last month...Analysis Article • Oct 14
SeSa S.p.A.'s (BIT:SES) Shareholders Might Be Looking For Exit
SeSa S.p.A.'s ( BIT:SES ) price-to-earnings (or "P/E") ratio of 18x might make it look like a sell right now compared...Analysis Article • Sep 21
SeSa (BIT:SES) Is Paying Out A Dividend Of €1.00
SeSa S.p.A. ( BIT:SES ) will pay a dividend of €1.00 on the 25th of September. Including this payment, the dividend...Analysis Article • Sep 14
Here's What Analysts Are Forecasting For SeSa S.p.A. (BIT:SES) After Its First-Quarter Results
It's been a good week for SeSa S.p.A. ( BIT:SES ) shareholders, because the company has just released its latest...Analysis Article • Sep 06
The Returns At SeSa (BIT:SES) Aren't Growing
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Analysis Article • Sep 06
SeSa's (BIT:SES) Dividend Will Be €1.00
The board of SeSa S.p.A. ( BIT:SES ) has announced that it will pay a dividend of €1.00 per share on the 25th of...Analysis Article • Jul 19
Is It Too Late To Consider Buying SeSa S.p.A. (BIT:SES)?
SeSa S.p.A. ( BIT:SES ), is not the largest company out there, but it received a lot of attention from a substantial...Analysis Article • Jul 01
An Intrinsic Calculation For SeSa S.p.A. (BIT:SES) Suggests It's 21% Undervalued
Key Insights The projected fair value for SeSa is €146 based on 2 Stage Free Cash Flow to Equity SeSa is estimated to...Analysis Article • Jun 16
We Think SeSa (BIT:SES) Can Stay On Top Of Its Debt
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Analysis Article • May 08
Slowing Rates Of Return At SeSa (BIT:SES) Leave Little Room For Excitement
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...Analysis Article • Mar 18
The SeSa S.p.A. (BIT:SES) Second-Quarter Results Are Out And Analysts Have Published New Forecasts
Last week, you might have seen that SeSa S.p.A. ( BIT:SES ) released its quarterly result to the market. The early...Analysis Article • Mar 06
Is It Too Late To Consider Buying SeSa S.p.A. (BIT:SES)?
SeSa S.p.A. ( BIT:SES ), is not the largest company out there, but it saw a double-digit share price rise of over 10...Analysis Article • Feb 14
SeSa (BIT:SES) Seems To Use Debt Quite Sensibly
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Analysis Article • Jan 25
Subdued Growth No Barrier To SeSa S.p.A.'s (BIT:SES) Price
When close to half the companies in Italy have price-to-earnings ratios (or "P/E's") below 14x, you may consider SeSa...Analysis Article • Dec 22
Analysts Have Made A Financial Statement On SeSa S.p.A.'s (BIT:SES) Second-Quarter Report
It's been a good week for SeSa S.p.A. ( BIT:SES ) shareholders, because the company has just released its latest...Shareholder Returns
| SES | IT Electronic | IT Market | |
|---|---|---|---|
| 7D | 1.4% | 2.2% | 0.5% |
| 1Y | 3.6% | 8.8% | 19.8% |
Return vs Industry: SES underperformed the Italian Electronic industry which returned 8.8% over the past year.
Return vs Market: SES underperformed the Italian Market which returned 19.8% over the past year.
Price Volatility
| SES volatility | |
|---|---|
| SES Average Weekly Movement | 5.4% |
| Electronic Industry Average Movement | 5.0% |
| Market Average Movement | 4.1% |
| 10% most volatile stocks in IT Market | 7.3% |
| 10% least volatile stocks in IT Market | 2.5% |
Stable Share Price: SES's share price has been volatile over the past 3 months compared to the Italian market.
Volatility Over Time: SES's weekly volatility (5%) has been stable over the past year, but is still higher than 75% of Italian stocks.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1973 | 6,775 | Alessandro Fabbroni | www.sesa.it |
SeSa S.p.A., together with its subsidiaries, distributes value-added information technology (IT) software and technologies in Italy and internationally. It operates through five segments: Corporate and Digital Ecosystem, Software and System Integration (SSI), Business Services (BS), ICT Value Added Solutions (ICT VAS), and Digital Green VAS. The company provides technological solutions, digital services, and business applications; cloud technology services, cyber security, proprietary ERP and vertical solutions, enterprise platform, digital multimedia and workspace, data science /AI, and digital experience; and digital platforms, vertical banking applications, and security and consulting solutions.
SeSa S.p.A. Fundamentals Summary
| SES fundamental statistics | |
|---|---|
| Market cap | €1.44b |
| Earnings (TTM) | €73.44m |
| Revenue (TTM) | €3.66b |
20.3x
P/E Ratio0.4x
P/S RatioIs SES overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| SES income statement (TTM) | |
|---|---|
| Revenue | €3.66b |
| Cost of Revenue | €3.39b |
| Gross Profit | €273.01m |
| Other Expenses | €199.56m |
| Earnings | €73.44m |
Last Reported Earnings
Jul 31, 2026
Next Earnings Date
Dec 17, 2026
| Earnings per share (EPS) | 4.85 |
| Gross Margin | 7.46% |
| Net Profit Margin | 2.01% |
| Debt/Equity Ratio | 93.7% |
How did SES perform over the long term?
See historical performance and comparisonDividends
1.3%
Current Dividend Yield28%
Payout RatioDoes SES pay a reliable dividends?
See SES dividend history and benchmarks| SeSa dividend dates | |
|---|---|
| Ex Dividend Date | Sep 21 2026 |
| Dividend Pay Date | Sep 23 2026 |
| Days until Ex dividend | 3 days |
| Days until Dividend pay date | 5 days |
Does SES pay a reliable dividends?
See SES dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/17 17:46 |
| End of Day Share Price | 2026/09/17 00:00 |
| Earnings | 2026/07/31 |
| Annual Earnings | 2026/04/30 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
SeSa S.p.A. is covered by 8 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Andrea Todeschini | Banca Akros S.p.A. (ESN) |
| Michele Baldelli | BNP Paribas |
| Domenico Ghilotti | Equita SIM S.p.A. |