Capgemini's third quarter delivered solid 11.7% sales growth (organic 4.7%) and another upgrade to 2026 revenue guidance. However, 3.4% bookings growth was soft, and 2026 margin guidance was unchanged. Shares rose 2% on Oct. 30.
Capgemini should benefit in the next few years from clients shifting from experimentation to implementation in their AI strategies.
Indian competitors are increasingly targeting Europe for growth, which is the region where Capgemini still generates most of its revenue.
Metric | CAP | INFY | ACN |
|---|---|---|---|
Price/Earnings (Normalized) | 13.13 | 15.22 | 19.06 |
Price/Book Value | 1.76 | 4.71 | 5.35 |
Price/Sales | 0.92 | 2.49 | 2.15 |
Price/Cash Flow | 5.52 | 12.38 | 12.22 |
Metric | CAP | INFY | ACN |
|---|---|---|---|
Quick Ratio | 1.18 | 1.67 | 1.31 |
Current Ratio | 1.28 | 1.97 | 1.43 |
Interest Coverage | 7.78 | 91.02 | 37.29 |
Metric | CAP | INFY | ACN |
|---|---|---|---|
Return on Assets (Normalized) | 7.38% | 20.36% | 12.92% |
Return on Equity (Normalized) | 18.07% | 33.74% | 30.55% |
Return on Invested Capital (Normalized) | 10.73% | 29.90% | 20.76% |
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