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Wavestone SA (WAVE) Fair Value & Analysis

Technology · FR · Market cap €948M

WS Wavestone SA WAVE · PA
Price€34.40
Fair Value€66.79
Upside+94.2%
Quality54/100
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Healthy Growth
Thin margins · 8.6% net margin
Low debt · generates free cash flow
1.30% dividend yield
Ranks above peers (9/15)
Moderate moat 52/100
Evidence: High Range €50.09 – €83.48 Share as image

Fair value as of: Jul 12, 2026

From 24 valuation models · updated 29 days ago

Fair value updated Jul 12, 2026, revised from €61.54 to €66.79 (+8.5%) since Jun 24, 2026. Share price −10.2% over the past month.

A solid business, screening 94% undervalued on our models.

What matters now

  • The price is below even our cautious bear case (€50.09). The market is more pessimistic than our downside scenario.
  • Solid quality (54/100) at a price below fair value, the discount is the argument here, not the business quality.
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Price vs Fair Value (5 years)

€66.17 €30.00 Fair Value €66.79 Jun 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 12, 2026.

How to read this chart

60‑month range €30.00 – €66.17 · fair‑value band €50.09 – €83.48 · the €34.40 price screens below the €66.79 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 12, 2026.

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Analysis

Wavestone SA (WAVE) currently trades at €34.40, while our model-based Fair Value estimate is €66.79, implying the stock looks roughly 94.2% undervalued today. The Quality Score stands at 54/100 (solid quality), in the Technology 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, Wavestone SA generated revenue of €944M at a net margin of 8.3%. Revenue grew 0.1% year over year. It earns a return on equity of 12.9%. The balance sheet holds a net cash position of €101M. Fundamentals as of Jul 12, 2026

Our scenario range runs from €50.09 (bear case) to €83.48 (bull case); at €34.40, the current price sits below 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 47% below its 52-week high, currently below its 200-day average. For context, the median of 10 Technology peers we cover trades at -25% fair-value upside, at 94%, WAVE 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 BearBaseBull Evidence
Highest evidence
Growth DCF €63.01 €108.01 €169.36 80
Residual Income €24.67 €27.58 €42.38 76
Rev-Margin DCF €53.01 €88.78 €138.00 74
All 24 models by family
DCF Models
FCF DCF €64.83 €108.90 €196.86 38
Owner Earnings €51.47 €89.98 €154.05 31
5Y Revenue Exit €53.01 €89.81 €140.88 39
5Y EBITDA Exit €57.82 €100.33 €155.32 41
5Y P/E Exit €56.24 €96.87 €145.10 38
10Y Revenue Exit €55.32 €90.90 €148.08 36
10Y EBITDA Exit €59.60 €98.19 €159.78 37
10Y P/E Exit €58.62 €95.79 €151.51 35
Earnings-Based
Graham-Dodd €22.71 €127.80 €177.54 54
Lynch FV €35.81 €51.16 €66.51 50
PEG = 1.0 €35.81 €51.16 €66.51 46
EPV €32.77 €36.56 €39.72 59
Multiples
P/E Multiple €50.09 €66.79 €83.48 63
P/S Multiple €42.58 €56.77 €70.96 58
P/B Multiple €42.58 €56.77 €70.96 55
EV/EBIT €66.87 €87.52 €108.16 53
EV/EBITDA €57.66 €75.23 €92.81 54
EV/Revenue €46.69 €64.58 €82.47 43
Asset-Based
NCAV (Graham) €14.28 €19.14 €28.56 50
Growth DCF
Growth DCF €63.01 €108.01 €169.36 80
Rev-Margin DCF €53.01 €88.78 €138.00 74
Economic Profit
Residual Income €24.67 €27.58 €42.38 76
ROIC Compounder €34.89 €44.49 €55.17 72
Growth Earnings
Growth-Adj P/E €52.36 €74.80 €97.24 68

Widest divergence: DCF Models (€95.79) versus Asset-Based (€19.14). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) €944M
Revenue growth (YoY) +0.1%
Net margin 8.3%
Return on equity 12.9%
Free cash flow €128M FY2026
P/E ratio 14.7
More key figures
Operating margin 9.5%
EPS (TTM) €3.22
Dividend yield 1.0%
EPS growth (YoY) +11.5%
Net cash €101M FY2026

Figures from reported company fundamentals · as of Jul 12, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 54/100

Of which business quality 57 · Market factors (momentum, volatility) 15

Profitability 48
Margins and returns on capital today
Quality Growth 35
Are margins and returns improving?
Cashflow 72
Earnings quality: real cash, not paper profit
Fin. Strength 88
Balance sheet, leverage, solvency risk
Investment 33
Disciplined investing over empire-building
Low Volatility 38
Calm price path (market factor)
Momentum 9
Price trend over the last 3–12 months (market factor)
52W Momentum 0
Distance to the 52-week high (market factor)
Net Issuance 44
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

Wavestone SA provides consulting services in France and internationally. The company offers change and project management; compliance and resilience; core business software development; corporate finance, and HR, risk, and procurement; customer experience; cybersecurity; data and artificial intelligence; industry 4.0 and IoT; IT strategy and CTO advisory; …

Full company description

Wavestone SA provides consulting services in France and internationally. The company offers change and project management; compliance and resilience; core business software development; corporate finance, and HR, risk, and procurement; customer experience; cybersecurity; data and artificial intelligence; industry 4.0 and IoT; IT strategy and CTO advisory; operating model design and agility; SAP consulting; sourcing and services optimization; supply chain; and sustainability services. It serves the automotive and industry; banking; energy and utilities; government and international institutions; insurance; life sciences; retail, beauty, and luxury; and travel, transport, and logistics sectors. The company was formerly known as Solucom SA and changed its name to Wavestone SA in July 2016. Wavestone SA was incorporated in 1990 and is headquartered in Paris, France.

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

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

Wavestone SA reported revenue of €954M in FY2026 versus €470M in FY2022, a compound +19.4%/yr. Reported net income was €82.0M in FY2026, compounding +12.6%/yr from FY2022.

Growth Quality 95/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2026)
€954M
Latest YoY
+1.1%
Avg. growth/yr (3Y)
+21.5%
Avg. growth/yr (5Y)
+18.0%
Avg. growth/yr (24Y)
+17.1%
Revenue +19.4%/yr
FY22 €470M
FY23 €532M
FY24 €701M
FY25 €944M
FY26 €954M
Net income +12.6%/yr
FY22 €51.0M
FY23 €50.1M
FY24 €58.2M
FY25 €75.6M
FY26 €82.0M

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

Peer Group

Information Technology Services · 480 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 54 · Below median
Fair Value upside +94% · Top 25%
Return on equity (TTM) 12% · Above median
Return on assets 7% · Top 25%
Net margin (TTM) 9% · Above median
Operating margin (TTM) 14% · Top 25%
Revenue growth 2% · Below median
Dividend yield (TTM) 1.3% · Below median

Valuation Multiples vs Information Technology Services median · lower = cheaper

P/E (TTM) 11.6× · Cheaper than 75% of peers
P/B 1.56× · Cheaper than median
P/S (TTM) 1.15× · Pricier than median
P/FCF 8.5× · Pricier than median
EV/EBITDA 7.9× · Cheaper than median
PEG 3.81× · Pricier 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 100 · sector 20
FUTURE 11 · sector 29
PAST 49 · sector 36
HEALTH 100 · sector 97
DIVIDEND 26 · sector 37

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 Information Technology Services stocks, each showing price versus our Fair Value estimate (as of Jul 12, 2026).

Stock Price Fair Value vs Fair Value
International Business Machines Corporation IBM $235.92 $143.90 -39%
Accenture plc ACNN 2,460 MXN 250.95 MXN -90%
Infosys Limited INFY ₹1,156 ₹1,457 +26%
HCL Technologies Limited HCLTECH ₹1,204 ₹1,230 +2%
Wipro Limited WIPRO ₹178.43 ₹226.81 +27%
Tech Mahindra Limited TECHM ₹1,455 ₹1,086 -25%
Samsung SDS Co 018260 199,300 KRW 196,390 KRW -1%
Persistent Systems Limited PERSISTENT ₹5,059 ₹2,364 -53%
Hyundai Autoever Corporation 307950 393,000 KRW 133,088 KRW -66%
Coforge Limited COFORGE ₹1,541 ₹702.84 -54%

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Frequently asked questions

Is Wavestone SA (WAVE) overvalued or undervalued?
As of Jul 12, 2026, our model estimates a fair value of €66.79 versus a price of €34.40, about +94% (undervalued).
What is the fair value of WAVE?
Our model-based fair value for Wavestone SA is €66.79 (as of Jul 12, 2026), built from audited fundamentals. The current price is €34.40.
What is the quality score of WAVE?
Wavestone SA has a Quality Score of 54/100. 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 Wavestone SA (WAVE)?
Wavestone SA reported trailing-twelve-month revenue of about €944M (latest available figure, as of Jul 12, 2026).
What is the net profit margin of WAVE?
The net profit margin of Wavestone SA is about 8.3%, meaning it keeps roughly 8.3% of revenue as net income. Based on the latest reported figures.
Does Wavestone SA pay a dividend?
Wavestone SA currently shows a dividend yield of about 0.99% relative to its recent price (as of Jul 12, 2026).

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.

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