EN DE

Cegedim SA (ALCGM) Fair Value & Analysis

Healthcare · Market cap €141M

CS Cegedim SA ALCGM · PA
Price€10.54
Fair Value€13.66
Upside+29.6%
Quality50/100
Watch Cegedim SA for free, get notified when fair value or trend changes. Watch for free
Mixed Growth
Thin margins · 1.5% net margin
Moderate debt · generates free cash flow
Ranks above peers (10/14)
Narrow moat 31/100
Evidence: High Range €9.59 – €17.07 Share as image

Fair value as of: Jul 18, 2026

From 23 valuation models · updated 23 days ago

Fair value updated Jul 18, 2026, revised from €15.02 to €13.66 (−9.1%) since Jul 14, 2026. Share price +0.8% over the past month.

A solid business, screening 30% undervalued on our models.

What matters now

  • Solid quality (50/100) at a price below fair value, the discount is the argument here, not the business quality.
  • Our model range runs from €9.59 (bear) to €17.07 (bull), base €13.66. The closer the price sits to the lower half, the larger the margin of safety.
  • Quality 50/100 (solid quality) with high evidence: the data supports the verdict.
Share this valuation: 𝕏 WhatsApp

Price vs Fair Value (5 years)

€28.33 €8.90 Fair Value €13.66 Jun 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 18, 2026.

How to read this chart

60‑month range €8.90 – €28.33 · fair‑value band €9.59 – €17.07 · the €10.54 price screens below the €13.66 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 18, 2026.

Full chart & analysis →

Which stocks are undervalued right now? Check free Discover now →

Analysis

Cegedim SA (ALCGM) currently trades at €10.54, while our model-based Fair Value estimate is €13.66, implying the stock looks roughly 29.6% undervalued today. The Quality Score stands at 50/100 (solid quality), in the Healthcare sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.

Over the trailing twelve months, Cegedim SA generated revenue of €649M at a net margin of 1.5%. Revenue declined 2.6% year over year. It earns a return on equity of 2.9%. Net debt stands at €276M. Fundamentals as of Jul 18, 2026

Our scenario range runs from €9.59 (bear case) to €17.07 (bull case); at €10.54, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 31% below its 52-week high and 24% above its 52-week low, currently below its 200-day average. For context, the median of 10 Healthcare peers we cover trades at -53% fair-value upside, at 30%, ALCGM screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Growth DCF €36.18 €48.92 €63.18 80
Residual Income €13.45 €12.60 €9.43 76
Rev-Margin DCF €21.20 €32.07 €44.22 74
All 23 models by family
DCF Models
FCF DCF €35.75 €50.02 €66.75 38
Owner Earnings €10.14 €16.30 €23.54 31
5Y Revenue Exit €21.20 €31.16 €42.91 39
5Y EBITDA Exit €58.06 €97.24 €141.32 41
5Y P/E Exit €16.31 €22.41 €28.17 38
10Y Revenue Exit €27.03 €36.43 €47.35 36
10Y EBITDA Exit €47.24 €74.76 €109.04 37
10Y P/E Exit €24.83 €31.35 €38.11 35
Earnings-Based
Graham-Dodd €4.64 €11.58 €15.02 54
PEG = 1.0 €2.11 €3.02 €3.92 46
EPV €3.35 €4.87 €6.11 59
Multiples
P/E Multiple €11.27 €15.02 €18.78 63
P/S Multiple €8.71 €11.61 €14.51 58
P/B Multiple €8.71 €11.61 €14.51 55
EV/EBIT €18.67 €28.01 €37.35 53
EV/EBITDA €88.77 €121.47 €154.17 54
EV/Revenue €10.65 €19.22 €27.79 43
Asset-Based
NCAV (Graham) €10.25 €13.74 €20.50 50
Growth DCF
Growth DCF €36.18 €48.92 €63.18 80
Rev-Margin DCF €21.20 €32.07 €44.22 74
Economic Profit
Residual Income €13.45 €12.60 €9.43 76
ROIC Compounder €3.35 €4.87 €6.11 72
Growth Earnings
Growth-Adj P/E €8.64 €12.35 €16.05 68

Widest divergence: Growth DCF (€32.07) versus Earnings-Based (€4.87). Highest evidence: Growth DCF (80).

Notify me when ALCGM reaches fair value

Free. You confirm by email (double opt-in) and can unsubscribe anytime in one click.

Key figures & financial health

Revenue (TTM) €649M
Revenue growth (YoY) -2.6%
Net margin 1.5%
Return on equity 2.9%
Free cash flow €78.3M FY2025
P/E ratio 14.6
More key figures
Operating margin 6.3%
EPS (TTM) €0.7000
EPS growth (YoY) +87.0%
Net debt €276M FY2024

Figures from reported company fundamentals · as of Jul 18, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 50/100

Of which business quality 49 · Market factors (momentum, volatility) 43

Profitability 27
Margins and returns on capital today
Quality Growth 38
Are margins and returns improving?
Cashflow 66
Earnings quality: real cash, not paper profit
Fin. Strength 30
Balance sheet, leverage, solvency risk
Investment 76
Disciplined investing over empire-building
Low Volatility 71
Calm price path (market factor)
Momentum 32
Price trend over the last 3–12 months (market factor)
52W Momentum 31
Distance to the 52-week high (market factor)
Net Issuance 78
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Cegedim SA operates as a technology and services company in the field of digital data flow management for healthcare ecosystem and B2B in France, rest of Europe, and internationally. It operates through Health Insurance, HR and E-Services; Healthcare Professionals; and Cloud & Support segments.

Full company description

Cegedim SA operates as a technology and services company in the field of digital data flow management for healthcare ecosystem and B2B in France, rest of Europe, and internationally. It operates through Health Insurance, HR and E-Services; Healthcare Professionals; and Cloud & Support segments. The Health Insurance, HR and E-Services segment markets various products and services to insurance companies, mutual insurers, personal protection insurers, and insurance brokers, as well as engages in the interactions between these entities and healthcare professionals. This segment also provides solutions for IT services and hosting, digitization, human resources and payroll management outsourcing, electronic data exchange, and data processing services. The Healthcare Professionals division sells management software, databases, and solutions to doctors, paramedical professionals, pharmacists, and healthcare facilities. It also operates as a business software publisher for healthcare and insurance professionals. The company was incorporated in 1969 and is headquartered in Boulogne-Billancourt, France. Cegedim SA is a subsidiary of FCB SAS.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Cegedim SA reported revenue of €649M in FY2025 versus €525M in FY2021, a compound +5.5%/yr. Reported net income was €9.4M in FY2025, compounding −22.6%/yr from FY2021.

Growth Quality 56/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
€649M
Latest YoY
−0.8%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+5.4%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+5.5%
Avg. growth/yr (23Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+2.9%
Revenue +5.5%/yr
FY21 €525M
FY22 €555M
FY23 €616M
FY24 €654M
FY25 €649M
Net income −22.6%/yr
FY21 €26.2M
FY22 €13.6M
FY23 −€7.4M
FY24 −€14.7M
FY25 €9.4M

Watch ALCGM: get an alert when its fair value changes →

Share or link this analysis
For bloggers & editors: embed code + live data

For bloggers, editors and developers: paste this into your site or blog (a “Custom HTML” block in WordPress), it shows the current fair value and links back here. Free, plain HTML, and welcome. Full data streams (CSV/JSON) at /developers.

Cite: Fair Value Calculator (2026). "Cegedim SA Fair Value". https://www.fairvalue-calculator.com/stock/ALCGM

Peer Group

Health Information Services · 126 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 50 · Below median
Fair Value upside +30% · Top 25%
Return on equity (TTM) 3% · Above median
Return on assets 2% · Above median
Net margin (TTM) 1% · Below median
Operating margin (TTM) 6% · Above median
Revenue growth -3% · Below median
Debt / equity 0.78× · Higher than 75% of peers

Valuation Multiples vs Health Information Services median · lower = cheaper

P/E (TTM) 14.6× · Cheaper than 75% of peers
P/B 0.58× · Cheaper than 75% of peers
P/S (TTM) 0.25× · Cheaper than 75% of peers
P/FCF 2.1× · Cheaper than 75% of peers
EV/EBITDA 5.1× · Cheaper than 75% of peers
PEG 0.67× · Cheaper than 75% of peers

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 73 · sector 0
FUTURE 0 · sector 33
PAST 12 · sector 8
HEALTH 61 · sector 98
DIVIDEND 0 · sector 35

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Health Information Services stocks, each showing price versus our Fair Value estimate (as of Jul 18, 2026).

Stock Price Fair Value vs Fair Value
Veeva Systems Inc VEEV $190.12 $95.12 -50%
Pro Medicus Limited PME A$194.84 A$23.74 -88%
BrightSpring Health Services, Inc BTSG $68.16 $21.31 -69%
HealthEquity, Inc HQY $97.67 $56.63 -42%
Hinge Health, Inc HNGE $88.80 $24.03 -73%
10x Genomics, Inc TXG $45.75 $17.18 -62%
Waystar Holding WAY $22.69 $12.86 -43%
Doximity, Inc DOCS $22.21 $17.18 -23%
Privia Health Group PRVA $28.10 $5.30 -81%
Inventurus Knowledge Solutions Limited IKS ₹1,846 ₹860.28 -53%

Compare Cegedim SA with another stock

Price, fair value, quality and upside side by side.

Free, no sign-up

Explore undervalued stocks

More undervalued Healthcare stocks →

All undervalued stocks TechnologyFinancial ServicesHealthcareConsumer CyclicalConsumer DefensiveCommunication ServicesIndustrialsEnergyBasic MaterialsReal EstateUtilities Deeply Undervalued StocksUndervalued Blue-Chip StocksUndervalued Small-Cap StocksUndervalued Dividend Stocks

Frequently asked questions

Is Cegedim SA (ALCGM) overvalued or undervalued?
As of Jul 18, 2026, our model estimates a fair value of €13.66 versus a price of €10.54, about +30% (undervalued).
What is the fair value of ALCGM?
Our model-based fair value for Cegedim SA is €13.66 (as of Jul 18, 2026), built from audited fundamentals. The current price is €10.54.
What is the quality score of ALCGM?
Cegedim SA has a Quality Score of 50/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Cegedim SA (ALCGM)?
Cegedim SA reported trailing-twelve-month revenue of about €649M (latest available figure, as of Jul 18, 2026).
What is the net profit margin of ALCGM?
The net profit margin of Cegedim SA is about 1.5%, meaning it keeps roughly 1.5% of revenue as net income. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

14 days Pro free · no card

Track Cegedim SA and try Pro for 14 days

One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.

Zero risk: nothing is ever charged. After 14 days you decide whether to stay.