Business description: Cegedim

Cegedim is a European leading in collecting, processing, and distributing data and services related to medical information. Net sales break down by market as follows:

- Insurance companies and services (73.4%): computerization of insurers and mutual benefit insurance companies, management of third-party payers and health care trends, external human resources management, computer and Internet services, etc. The group also develops processing sales statistics of pharmaceutical products, management of medical samples and promotional materials activities, etc. (GERS);

- Health care professionals (20.6%): software for physicians and pharmacists, pharmaceutical data base, scientific, medical, and promotional information, etc.;

- other (6%).

France accounts for 91.9% of net sales.

Number of employees: 6,344

Sales by Activity: Cegedim

Fiscal Period: December 2021 (EUR) 2022 (EUR) 2023 (EUR) 2024 (EUR) 2025 (EUR)

Health Insurance, HR, E-Services

392M 417M 456M 460M 480M

Healthcare Professionals

168M 170M 181M 174M 148M

Cloud & Support

82.26M 96.03M 111M 147M 203M

Intra-Group revenue

-117M -127M -132M -127M -182M

Geographical breakdown of sales: Cegedim

Fiscal Period: December 2021 (EUR) 2022 (EUR) 2023 (EUR) 2024 (EUR) 2025 (EUR)

France

463M 497M 553M 593M 596M

British Pound zone

42.43M 39.24M 42.71M 40.49M 28.17M

Euro Zone Excluding France

11.33M 11.84M 13.09M 13.29M 16.17M

Rest of The World

8.21M 7.37M 7.62M 7.75M 8.51M

Executive Committee: Cegedim

Manager TitleAgeSince
Chief Executive Officer 83 2009-10-24
Director of Finance/CFO - 2016-06-13
Corporate Officer/Principal 55 2015-11-25
President 72 2009-10-24
Investor Relations Contact - -

Composition of the Board of Directors: Cegedim

Director TitleAgeSince
Chairman 83 2009-10-24
Director/Board Member 72 2010-08-08
Director/Board Member 55 2009-10-25
Director/Board Member 52 2007-04-26
Director/Board Member - 2010-01-07
Director/Board Member - 2016-06-13
Director/Board Member 70 2016-06-13
Director/Board Member 59 2019-08-29
Director/Board Member - 2018-03-31
Director/Board Member - 2018-08-30

Shareholders: Cegedim

NameStocks%Valuation
56.85 %
8,014,186 56.85 % 93 M €
Amiral Gestion SA
7.822 %
1,102,731 7.822 % 13 M €
2.403 %
338,785 2.403 % 4 M €
BPIFrance Participations SA /PRIVATE EQUITY/
2.037 %
287,221 2.037 % 3 M €
Quaero Capital SA
2.013 %
283,815 2.013 % 3 M €

Holdings: Cegedim

NameStocks%Valuation
338,7852.4% 4 M $

Company details: Cegedim

Cegedim SA

137, rue d'Aguesseau

92100, Boulogne-Billancourt

+33 1 49 09 22 00

http://www.cegedim.fr
address Cegedim(ALCGM)

Group companies: Cegedim

NameCategory and Sector
Medical/Nursing Services

Enterprise Software

Change 5-day change 1-year change 3-year change Capi.($)
+0.58%+0.97%-1.32%-48.85% 166M
-5.23%-2.38%-37.50%+16.86% 407B
-0.79%+1.51%-19.59%+42.77% 247B
-3.44%+12.52%-22.12%+20.92% 148B
-6.06%-1.54%-62.66%+255.30% 47.98B
-2.83%-0.93%-32.97%+7.12% 46.5B
-3.79%-2.94%-27.47%+23.10% 23.84B
-1.47%-8.72%-25.52%+52.82% 19.42B
-1.79%+6.77%-7.34%+132.39% 16.74B
-1.67%-0.82%-27.07%+7.05% 13.74B
Average -1.61%+0.36%-26.36%+50.95% 96.97B
Weighted average by Cap. -1.20%+0.51%-30.47%+38.11%
Trader
Investor
Global
Quality
ESG MSCI
-
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
2
Last Close Price
10.40EUR
Average target price
15.50EUR
Spread / Average Target
+49.04%

Quarterly revenue - Rate of surprise