| Valuation method | Value, € | Upside, % |
|---|---|---|
| Artificial intelligence (AI) | 37.34 | -7 |
| Intrinsic value (DCF) | 21.98 | -45 |
| Graham-Dodd Method | 4.84 | -88 |
| Graham Formula | 47.04 | 17 |
All for One Group SE is a leading provider of business software solutions specializing in SAP, Microsoft, and IBM technologies across Germany, Switzerland, Austria, Luxemburg, Italy, and other international markets. Founded in 1959 and headquartered in Filderstadt, Germany, the company operates through its CORE and LOB segments, offering comprehensive enterprise resource planning (ERP) solutions, logistics and supply chain services, and IT services including cloud contracts, outsourcing, and managed services. With a strong focus on digital transformation, All for One Group SE delivers cutting-edge solutions in strategy, business models, customer and employee experience, big data analytics, IoT, machine learning, and cybersecurity. The company’s expertise in software implementation, optimization, and consulting makes it a trusted partner for businesses seeking to enhance operational efficiency and innovation. As a mid-cap player in the Information Technology Services sector, All for One Group SE continues to expand its footprint in Europe, leveraging its deep industry knowledge and technological proficiency.
All for One Group SE presents a mixed investment profile with moderate growth potential and inherent risks. The company operates in a competitive IT services market, with a focus on SAP, Microsoft, and IBM solutions, which provides stability but also exposes it to vendor dependency. With a market cap of €267.7M and a beta of 0.856, the stock exhibits lower volatility compared to the broader market. Revenue stands at €511.4M, with net income of €18.2M and diluted EPS of €3.7, reflecting modest profitability. Operating cash flow is healthy at €40.9M, though capital expenditures are minimal (-€3.5M). The company maintains a solid cash position (€62.6M) but carries €118.3M in total debt. A dividend of €1.6 per share offers income appeal. Investors should weigh its established market presence against slower growth prospects and competitive pressures in the European IT services sector.
All for One Group SE competes in the highly fragmented IT services and ERP solutions market, where differentiation is key. The company’s primary competitive advantage lies in its specialization in SAP, Microsoft, and IBM ecosystems, allowing it to serve mid-sized enterprises with tailored digital transformation solutions. Its dual-segment approach (CORE and LOB) enables diversified revenue streams, balancing software licensing with high-margin consulting and managed services. However, the company faces stiff competition from larger global IT service providers and niche regional players. Its mid-market focus helps avoid direct competition with giants like Accenture or IBM, but it must continuously innovate to retain clients against agile SaaS competitors. The company’s strong local presence in DACH (Germany, Austria, Switzerland) provides a defensible market position, though international expansion remains a challenge. Cybersecurity and compliance services offer growth potential, but reliance on third-party software vendors could limit pricing power. Overall, All for One Group SE’s competitive positioning is stable but not dominant, requiring sustained investment in R&D and customer retention to maintain relevance.