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Posted by
Two Blokes May 18, 2025 -
Filed in
Stock
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6 views
Capgemini remains undervalued with strong fundamentals, solid FCF, and resilient performance despite macro headwinds and tariff concerns. I slightly lower my price target to €193/share due to moderated margin and growth assumptions, but still see 14-16% annualized return potential. The company's leadership in digital transformation, defense sector exposure, and robust client base support a compelling long-term investment case.
