Endava plc (NYSE:DAVA)

Endava plc DAVA

Technology - Software - Infrastructure - NYSE - GB

Watchlist

$ 26.88

-4.88 %

$ 1.65 B

Market Cap

72.65

P/E

1. INTRINSIC VALUE

Endava plc provides technology services for clients in the consumer products, healthcare, mobility, and retail verticals in Europe, Latin America, North America, and internationally. The company offers technology and digital advisory services for payments and financial services, and TMT sectors; IT strategies; business analysis services; program management services; digital product strategy services; and architecture, extended reality, machine learning and artificial intelligence, product design, and user experience and visual design services. It also engages in the identifying, defining, and embedding collaborative data and analytics; and provision of automated testing, cloud native software engineering, continuous delivery, distributed agile delivery, intelligent automation, secure development, agile applications management, cloud infrastructure, DevSecOps, service delivery, smart desk, and telemetry and monitoring services.[ Read More ]

The intrinsic value of one DAVA stock under the base case scenario is HIDDEN Compared to the current market price of 26.9 USD, Endava plc is HIDDEN

DAVA Intrinsic Value
HIDDEN

SHOW

2. FUNDAMENTAL ANALYSIS

Price Chart DAVA

FINANCIALS

Annual
Quarterly

741 M REVENUE

Growth Rates

1Year -6.79%

3Years 18.40%

5Years 20.80%

7Years 24.54%

10Years 27.76%

20.1 M OPERATING INCOME

Growth Rates

1Year -82.15%

3Years -19.36%

5Years -9.46%

7Years -1.91%

10Years 7.29%

17.1 M NET INCOME

Growth Rates

1Year -81.82%

3Years -26.68%

5Years -6.54%

7Years 0.24%

10Years 7.71%

54.4 M OPERATING CASH FLOW

Growth Rates

1Year -56.32%

3Years -14.93%

5Years 9.00%

7Years 20.51%

10Years 16.27%

-290 M INVESTING CASH FLOW

Growth Rates

1Year -161.91%

3Years -39.44%

5Years -95.95%

7Years -47.08%

10Years -74.61%

135 M FINANCING CASH FLOW

Growth Rates

1Year 1328.05%

3Years 137.11%

5Years 38.65%

7Years 37.10%

10Years 43.60%

195 M REVENUE

Growth Rates

1Year -6.79%

3Years 18.40%

5Years 20.80%

7Years 24.54%

10Years 27.76%

4.69 M OPERATING INCOME

Growth Rates

1Year -82.15%

3Years -19.36%

5Years -9.46%

7Years -1.91%

10Years 7.29%

2.25 M NET INCOME

Growth Rates

1Year -81.82%

3Years -26.68%

5Years -6.54%

7Years 0.24%

10Years 7.71%

4.37 M OPERATING CASH FLOW

Growth Rates

1Year -56.32%

3Years -14.93%

5Years 9.00%

7Years 20.51%

10Years 16.27%

-800 K INVESTING CASH FLOW

Growth Rates

1Year -161.91%

3Years -39.44%

5Years -95.95%

7Years -47.08%

10Years -74.61%

-12.5 M FINANCING CASH FLOW

Growth Rates

1Year 1328.05%

3Years 137.11%

5Years 38.65%

7Years 37.10%

10Years 43.60%

Balance Sheet Decomposition Endava plc

1.01 B ASSETS
374 M LIABILITIES

Current Assets	268 M
Cash & Short-Term Investments	62.5 M
Receivables	194 M
Other Current Assets	11.5 M
Non-Current Assets	746 M
Long-Term Investments	10.5 M
PP&E	73.9 M
Other Non-Current Assets	662 M

Current Liabilities	154 M
Accounts Payable	11 M
Short-Term Debt	14.4 M
Other Current Liabilities	128 M
Non-Current Liabilities	221 M
Long-Term Debt	188 M
Other Non-Current Liabilities	32.3 M

EFFICIENCY

Earnings Waterfall Endava plc

Revenue	741 M
Cost Of Revenue	561 M
Gross Profit	180 M
Operating Expenses	160 M
Operating Income	20.1 M
Other Expenses	3.02 M
Net Income	17.1 M

RATIOS

24.26% GROSS MARGIN

Averages

1Year 24.26%

3Years 30.26%

5Years 30.76%

7Years 31.61%

10Years 32.58%

2.72% OPERATING MARGIN

Averages

1Year 2.72%

3Years 9.10%

5Years 7.23%

7Years 8.48%

10Years 11.14%

2.31% NET MARGIN

Averages

1Year 2.31%

3Years 8.95%

5Years 8.46%

7Years 8.48%

10Years 10.05%

2.68% ROE

Averages

1Year 2.68%

3Years 12.79%

5Years 12.25%

7Years 14.72%

10Years 24.58%

1.69% ROA

Averages

1Year 1.69%

3Years 9.09%

5Years 8.40%

7Years 9.33%

10Years 12.79%

1.63% ROIC

Averages

1Year 1.63%

3Years 10.22%

5Years 8.26%

7Years 11.30%

10Years 18.89%

FREE CASH FLOW ANALYSIS

Free Cash Flow Analysis Endava plc

Net Income	17.1 M
Depreciation & Amortization	38.9 M
Capital Expenditures	-5.49 M
Stock-Based Compensation	34.7 M
Change in Working Capital	-16.6 M
Others	-44 M
Free Cash Flow	48.9 M

3. WALL STREET ANALYSTS ESTIMATES

Wall Street Analysts Price Targets Endava plc

Wall Street analysts predict an average 1-year price target for DAVA of $43.3 , with forecasts ranging from a low of $33.1 to a high of $55 .

DAVA Lowest Price Target Wall Street Target

33.1 USD 23.14%

DAVA Average Price Target Wall Street Target

43.3 USD 60.99%

DAVA Highest Price Target Wall Street Target

55 USD 104.61%

4. DIVIDEND ANALYSIS

0.00% DIVIDEND YIELD

0 USD DIVIDEND PER SHARE

5. COMPETITION

PagSeguro Digital Ltd., together with its subsidiaries, provides financial technology solutions and services for consumers, individual entrepreneurs, micro-merchants, and small and medium-sized companies in Brazil and internationally.

-2.69 USD

PAGS

Overvalued 135.22%

Nutanix, Inc. provides an enterprise cloud platform in North America, Europe, the Asia Pacific, the Middle East, Latin America, and Africa.

3.14 USD

NTNX

Overvalued 95.48%

Box, Inc. provides a cloud content management platform that enables organizations of various sizes to manage and share their content from anywhere on any device.

54.4 USD

BOX

Undervalued 62.28%

DLocal Limited operates a payments platform in the United States, Europe, China, and internationally. Its payments platform enables merchants to get paid and to make payments online.

31.4 USD

DLO

Undervalued 217.33%

StoneCo Ltd. provides financial technology solutions to merchants and integrated partners to conduct electronic commerce across in-store, online, and mobile channels in Brazil.

-11.1 USD

STNE

Overvalued 213.91%

Okta, Inc. provides identity solutions for enterprises, small and medium-sized businesses, universities, non-profits, and government agencies in the United States and internationally.

87.4 USD

OKTA

Undervalued 18.59%

Marqeta, Inc. operates a cloud-based open application programming interface platform that delivers card issuing and transaction processing services to developers, technical product managers, and visionary entrepreneurs.

3.56 USD

Overvalued 9.35%

Confluent, Inc. operates a data streaming platform in the United States and internationally. It offers Confluent Cloud, a managed cloud-native service for connecting and processing data; and Confluent Platform, an enterprise-grade self-managed software that connects and processes data in real-time with the foundational platform for data in motion.

0 USD

CFLT

Overvalued 100.00%

6. Ownership

Insider Ownership Endava plc

Summary
Transactions

Sold

0-3 MONTHS

0 USD 0

3-6 MONTHS

0 USD 0

6-9 MONTHS

0 USD 0

9-12 MONTHS

0 USD 0

Bought

0 USD 0

0-3 MONTHS

0 USD 0

3-6 MONTHS

0 USD 0

6-9 MONTHS

0 USD 0

9-12 MONTHS

Date	Value	Insider	Amount	Avg Price

7. News

Endava plc (DAVA) Q1 2025 Earnings Call Transcript Endava plc (NYSE:DAVA ) Q1 2025 Earnings Conference Call November 12, 2024 8:00 AM ET Company Participants Laurence Madsen - Head of Investor Relations and ESG John Cotterell - Chief Executive Officer Mark Thurston - Chief Financial Officer Conference Call Participants Jamie Friedman - Susquehanna Jonathan Lee - Guggenheim Securities Maggie Nolan - William Blair Zachary Ajzenman - TD Cowen Bryan Keane - Deutsche Bank James Faucette - Morgan Stanley Operator Good day, and welcome to the Endava First Quarter Fiscal Year 2025 Results Conference Call. All participants will be in a listen-only mode. seekingalpha.com - 4 days ago

Endava PLC Sponsored ADR (DAVA) Beats Q1 Earnings Estimates Endava PLC Sponsored ADR (DAVA) came out with quarterly earnings of $0.33 per share, beating the Zacks Consensus Estimate of $0.29 per share. This compares to earnings of $0.49 per share a year ago. zacks.com - 4 days ago

Endava Announces First Quarter Fiscal Year 2025 Results LONDON--(BUSINESS WIRE)--Endava plc (NYSE: DAVA) ("Endava" or the "Company"), a leading technology services company combining world-class engineering, industry expertise and a people-centric mindset, today announced results for the three months ended September 30, 2024, the first quarter of its 2025 fiscal year ("Q1 FY2025"). "We are pleased with our results for the first quarter of FY25 showing both year on year and quarter on quarter revenue growth. We believe our business is well set up for. businesswire.com - 4 days ago

Endava to Announce Q1 FY2025 Financial Results on November 12, 2024 LONDON--(BUSINESS WIRE)--Endava plc (NYSE: DAVA), a leading next-generation technology services provider, today announced it will release results for the first quarter ended September 30, 2024, on Tuesday November 12, 2024 before the opening of regular U.S. market hours. Following the release, John Cotterell, Endava's CEO and Mark Thurston, Endava's CFO, will discuss the results in a conference call beginning at 8:00 am ET. Conference call access information is: Participant Toll Free Dial-In Nu. businesswire.com - 2 weeks ago

October 25, 2024 Deadline: Contact The Gross Law Firm to Join Class Action Suit Against DAVA NEW YORK , Oct. 28, 2024 /PRNewswire/ -- The Gross Law Firm issues the following notice to shareholders of Endava plc (NYSE: DAVA). Shareholders who purchased shares of DAVA during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. prnewswire.com - 2 weeks ago

SHAREHOLDER ALERT: Pomerantz Law Firm Announces the Filing of a Class Action Against Endava plc - DAVA NEW YORK , Oct. 25, 2024 /PRNewswire/ -- Pomerantz LLP announces that a class action lawsuit has been filed against Endava plc ("Endava" or the "Company") (NYSE: DAVA). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. prnewswire.com - 3 weeks ago

SHAREHOLDER ALERT: Faruqi & Faruqi, LLP Investigates Claims on Behalf of Investors of Endava Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses Exceeding $100,000 In Endava To Contact Him Directly To Discuss Their Options If you suffered losses exceeding $100,000in Endava between May 23, 2023, and February 28, 2024 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310). [You may also click here for additional information] NEW YORK , Oct. 25, 2024 /PRNewswire/ -- Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Endava plc ("Endava" or the "Company") (NYSE: DAVA) and reminds investors of the October 25, 2024 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company. prnewswire.com - 3 weeks ago

The Law Offices of Frank R. Cruz Reminds Investors of Looming Deadline in the Class Action Lawsuit Against Endava, plc (DAVA) LOS ANGELES--(BUSINESS WIRE)--The Law Offices of Frank R. Cruz reminds investors of the upcoming October 25, 2024 deadline to file a lead plaintiff motion in the class action filed on behalf of investors who acquired Endava, plc (“Endava” or the “Company”) (NYSE: DAVA) securities between May 23, 2023 and February 28, 2024, inclusive (the “Class Period”). If you are a shareholder who suffered a loss, click here to participate. On February 29, 2024, Endava released its second quarter fiscal 2024. businesswire.com - 3 weeks ago

SHAREHOLDER ALERT: Holzer & Holzer, LLC Reminds Investors of the October 25, 2024 Lead Plaintiff Deadline in Class Action Lawsuits Filed on Behalf of Methode Electronics, Inc. (MEI) and Endava, PLC (DAVA) Shareholders ATLANTA, Oct. 24, 2024 (GLOBE NEWSWIRE) -- Holzer & Holzer, LLC reminds investors of the October 25, 2024 Lead Plaintiff deadline in the following class action lawsuits. globenewswire.com - 3 weeks ago

Levi & Korsinsky Announces the Filing of a Securities Class Action on Behalf of Endava plc(DAVA) Shareholders / ACCESSWIRE / October 23, 2024 / NEW YORK, NY / ACCESSWIRE / October 23, 2024 / If you suffered a loss on your Endava plc (NYSE:DAVA) investment and want to learn about a potential recovery under the federal securities laws, follow the link below for more information: https://zlk.com/pslra-1/endava-lawsuit-submission-form?prid=109497&wire=1 or contact Joseph E. Levi, Esq. accesswire.com - 3 weeks ago

DAVA Investors Have Opportunity to Lead Endava, plc Securities Fraud Lawsuit LOS ANGELES , Oct. 23, 2024 /PRNewswire/ -- Glancy Prongay & Murray LLP ("GPM") announces that investors with substantial losses have opportunity to lead the securities fraud class action lawsuit against Endava, plc ("Endava" or the "Company") (NYSE: DAVA). Class Period: May 23, 2023 – February 28, 2024 Lead Plaintiff Deadline: October 25, 2024 If you wish to serve as lead plaintiff of the Endava lawsuit, you can submit your contact information at www.glancylaw.com/cases/Endava-plc/. prnewswire.com - 3 weeks ago

Levi & Korsinsky Announces the Filing of a Securities Class Action on Behalf of Endava plc (DAVA) Shareholders NEW YORK, NY / ACCESSWIRE / October 23, 2024 / If you suffered a loss on your Endava plc (NYSE:DAVA) investment and want to learn about a potential recovery under the federal securities laws, follow the link below for more information: https://zlk.com/pslra-1/endava-lawsuit-submission-form?prid=109476&wire=1 or contact Joseph E. Levi, Esq. accesswire.com - 3 weeks ago

8. Profile Summary

Endava plc DAVA

COUNTRY GB

INDUSTRY Software - Infrastructure

MARKET CAP $ 1.65 B

Dividend Yield 0.00%

Description Endava plc provides technology services for clients in the consumer products, healthcare, mobility, and retail verticals in Europe, Latin America, North America, and internationally. The company offers technology and digital advisory services for payments and financial services, and TMT sectors; IT strategies; business analysis services; program management services; digital product strategy services; and architecture, extended reality, machine learning and artificial intelligence, product design, and user experience and visual design services. It also engages in the identifying, defining, and embedding collaborative data and analytics; and provision of automated testing, cloud native software engineering, continuous delivery, distributed agile delivery, intelligent automation, secure development, agile applications management, cloud infrastructure, DevSecOps, service delivery, smart desk, and telemetry and monitoring services. The company was founded in 2000 and is headquartered in London, the United Kingdom.

Contact 125 Old Broad Street, London, EC2N 1AR https://www.endava.com

IPO Date July 27, 2018

Employees 12085

Officers Mr. John E. Cotterell Founder, Chief Executive Officer & Director Mr. Julian Bull Chief Operating Officer Mr. Matt Cloke Chief Technology Officer Mr. David Churchill Chief People Officer Mr. Rohit Bhoothalingam General Counsel & Secretary Mr. Mark S. Thurston Chief Financial Officer & Director

Price Chart DAVA

Endava plc DAVA

Premium Plan

Unlimited Plan