Summary
2Y5 Chart
Endava: Priced For Stagnation Or Obsolescence
DAVA stock is deeply discounted after AI and tariff-driven buyer strikes, leading to flat revenue but improved margins and strong cash flow. The market expects stagnation, but Endava's current valuation (6.2x P/CE, 0.5x PEG) offers a compelling risk-reward opportunity if growth resumes. Consensus and my target for FY26 imply 90%+ upside, as even modest growth could trigger a sharp stock recovery.
Endava (DAVA) Q3 2025 Earnings Call Transcript
Endava plc (NYSE:DAVA ) Q3 2025 Earnings Conference Call May 14, 2025 8:00 AM ET Company Participants John Cotterell - Chief Executive Officer Mark Thurston - Chief Financial Officer Laurence Madsen - Head of Investor Relations Conference Call Participants Bryan Bergin - TD Cowen Tyler DuPont - Bank of America Harry Read - Redburn Atlantic Jonathan Lee - Guggenheim Jamie Friedman - Susquehanna Phani Kanumuri - HSBC James Faucette - Morgan Stanley Operator Good day and welcome to Endava's third quarter of fiscal year 2025 conference call. All participants will be in listen-only mode.
Endava PLC Sponsored ADR (DAVA) Q3 Earnings Surpass Estimates
Endava PLC Sponsored ADR (DAVA) came out with quarterly earnings of $0.43 per share, beating the Zacks Consensus Estimate of $0.38 per share. This compares to earnings of $0.28 per share a year ago.
Endava plc Dividends
Endava plc Earnings
| 14 May 2025 Date | | 0.31 Cons. EPS | 0.34 EPS |
| 20 Feb 2025 Date | | 0.25 Cons. EPS | 0.3 EPS |
| 12 Nov 2024 Date | | 0.21 Cons. EPS | 0.25 EPS |
| 20 Sep 2024 Date | | 0.57 Cons. EPS | 0.29 EPS |
| 23 May 2024 Date | | 18.33 Cons. EPS | 22 EPS |
| 14 May 2025 Date | | 0.31 Cons. EPS | 0.34 EPS |
| 20 Feb 2025 Date | | 0.25 Cons. EPS | 0.3 EPS |
| 12 Nov 2024 Date | | 0.21 Cons. EPS | 0.25 EPS |
| 20 Sep 2024 Date | | 0.57 Cons. EPS | 0.29 EPS |
| 23 May 2024 Date | | 18.33 Cons. EPS | 22 EPS |
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Endava plc Profile
| Software - Infrastructure Industry | Technology Sector | Mr. John E. Cotterell CEO | XSTU Exchange | US29260V1052 ISIN |
| GB Country | 11,668 Employees | - Last Dividend | - Last Split | - IPO Date |
Overview
Endava plc is a global technology services provider, catering to clients across various sectors such as consumer products, healthcare, mobility, retail, payments, financial services, telecommunications, media, and technology. Established in the year 2000 and based in London, United Kingdom, the company has a broad international presence, serving clients in North America, Europe, the UK, and other parts of the world. Endava specializes in driving innovation and delivering complex solutions that align with their client's business goals, ensuring enhanced value and competitiveness in their respective markets.
Products and Services
Endava offers a comprehensive suite of services, each designed to address different aspects of digital transformation and technology development:
- Ideation and Production Services: Focusing on sectors like payments and financial services, telecommunications, media, and technology, these services help in the conceptualization and production of innovative solutions.
- Business Analysis, Data Analytics, and Program Management: Tools and strategies for in-depth business analysis, leveraging data analytics, and efficient program management to align technology projects with business strategies.
- Digital Product Strategy, Private Equity Value Enhancement, and IT Strategy: Guidance on forming effective digital product strategies, enhancing the value for private equity investments, and formulating comprehensive IT strategies.
- Architecture, Extended Reality, Machine Learning, and Artificial Intelligence: Support in developing advanced technology frameworks, integrating extended reality experiences, and applying machine learning and AI for intelligent solutions.
- Product Design, and User Experience and Visual Design Services: Creative services aimed at crafting user-centric designs, enhancing product interfaces, and improving overall user experiences.
- Automated Testing, Cloud Native Software Engineering: Offering automated testing for reliability, and cloud-native engineering solutions for scalable, agile software deployment.
- Continuous Delivery, Distributed Agile Delivery: Methods to ensure rapid and reliable delivery of software updates, and agile delivery frameworks suited for distributed teams.
- Intelligent Automation, Secure Development: Implementing automation solutions powered by intelligence and ensuring the development of secure, robust applications.
- Agile Applications Management, Cloud Infrastructure: Managing applications in agile environments and deploying scalable cloud infrastructure setups.
- DevSecOps, Service Delivery: Integrating security practices within the DevOps cycle and offering reliable service delivery models.
- Smart Desk, Telemetry and Monitoring: Advanced support services and monitoring solutions for real-time insights into systems and operations.
- Organizational Optimization, Transaction Advisory Services: Consulting on optimizing organizational structures and functions, alongside advisory services for financial and transactional operations.
Contact Information
