Download PDF

1. Company Snapshot

1.a. Company Description

All for One Group SE, together with its subsidiaries, provides business software solutions for SAP, Microsoft, and IBM in Germany, Switzerland, Austria, Luxemburg, Italy, and internationally.It operates through CORE and LOB segments.The company offers enterprise resource planning software solutions comprising of strategy, business models, customer and employee experience, new work, and big data and analytics, as well as the internet of things, machine learning, and cybersecurity and compliance solutions; and logistics and supply chain services.


It also sells software licenses; and provides IT services, such as cloud contracts, outsourcing and managed services, software implementation and optimization projects, management and technology consulting, and training services.The company was formerly known as All for One Steeb AG and changed its name to All for One Group SE.All for One Group SE was founded in 1959 and is headquartered in Filderstadt, Germany.

Show Full description

1.b. Last Insights on A1OS

The recent stock performance of All for One Group SE was negatively impacted by a decline in key European indices, driven by concerns over geopolitical tensions and economic uncertainty. The company's second-quarter 2025 earnings release missed expectations, with revenue growing by only 1.0% year-over-year to €124.0m. Despite solid key financial results, the market seemed to overlook the robust earnings release, possibly due to broader market fluctuations. The company's resilience to economic fluctuations and strong fundamentals remain key factors to consider for investors seeking potential growth in small-cap stocks.

1.c. Company Highlights

2. Transcript Summary

Unfortunately this company is not part of our coverage yet. But as part of your subscription plan you can request it by clicking just below and we'll process.

Request Coverage

3. NewsRoom

Card image cap

European Dividend Stocks To Consider For Your Portfolio

Nov -11

Source:

Card image cap

European Dividend Stocks To Consider In October 2025

Oct -01

Source:

Card image cap

Exploring October 2025's Undiscovered Gems in Europe

Oct -01

Source:

Card image cap

Societe Generale: shares & voting rights as of 31 August 2025

Sep -09

Source:

Card image cap

Vaisala Corporation: Share Repurchase 9.9.2025

Sep -09

Source:

Card image cap

Assessing Acciona (BME:ANA)'s Valuation After Recent Subtle Moves

Sep -09

Source:

Card image cap

Deutsche Bank (XTRA:DBK): Assessing Valuation After a Period of Quiet Share Price Momentum

Sep -09

Source:

Card image cap

Is Vaisala (HLSE:VAIAS) Undervalued? A Fresh Look at Its Current Valuation

Sep -09

Source:

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (5.27%)

6. Segments

Core

Expected Growth: 5%

All for One Group SE's 5% core growth is driven by increasing demand for ERP consulting services, expansion into new markets, and strategic acquisitions. Additionally, the company's focus on digital transformation, cloud-based solutions, and industry-specific offerings contribute to its growth. Furthermore, its strong partnerships with SAP and Microsoft, as well as its ability to provide end-to-end services, also support its growth momentum.

Lines of Business

Expected Growth: 7%

All for One Group SE's 7% growth is driven by its diversified Lines of Business, including ERP consulting and implementation, software licensing, and cloud services. Strong demand for digital transformation, increasing adoption of cloud-based solutions, and strategic acquisitions have contributed to this growth. Additionally, the company's focus on innovation, customer satisfaction, and operational efficiency have enabled it to expand its market share and revenue.

7. Detailed Products

ERP Solutions

Comprehensive enterprise resource planning solutions for managing business operations, including financials, logistics, and human resources.

CRM Solutions

Customer relationship management solutions for managing sales, marketing, and customer service activities.

BI and Analytics

Business intelligence and analytics solutions for data analysis, reporting, and visualization.

Cloud Services

Cloud-based infrastructure, platform, and software as a service solutions for scalable and flexible IT infrastructure.

Digital Transformation

Consulting and implementation services for digital transformation initiatives, including process optimization and technology adoption.

IT Consulting

Strategic IT consulting services for IT strategy, architecture, and implementation.

Managed Services

Managed services for IT infrastructure, applications, and business processes.

8. All for One Group SE's Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for All for One Group SE is moderate, as there are some alternatives available in the market, but they are not very attractive to customers.

Bargaining Power Of Customers

The bargaining power of customers for All for One Group SE is low, as customers have limited options and the company has a strong brand presence.

Bargaining Power Of Suppliers

The bargaining power of suppliers for All for One Group SE is moderate, as suppliers have some negotiating power, but the company has a diversified supply chain.

Threat Of New Entrants

The threat of new entrants for All for One Group SE is high, as the market is attractive and there are low barriers to entry.

Intensity Of Rivalry

The intensity of rivalry for All for One Group SE is high, as the market is highly competitive and there are many established players.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 54.85%
Debt Cost 3.95%
Equity Weight 45.15%
Equity Cost 9.00%
WACC 6.23%
Leverage 121.47%

11. Quality Control: All for One Group SE passed 3 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
Magic Software

A-Score: 6.2/10

Value: 3.5

Growth: 6.7

Quality: 6.7

Yield: 7.5

Momentum: 9.5

Volatility: 3.3

1-Year Total Return ->

View Full Report
Stock-Card
Aubay

A-Score: 5.3/10

Value: 4.9

Growth: 5.9

Quality: 6.2

Yield: 4.4

Momentum: 6.0

Volatility: 4.7

1-Year Total Return ->

View Full Report
Stock-Card
All for One

A-Score: 5.2/10

Value: 7.8

Growth: 6.3

Quality: 4.6

Yield: 6.2

Momentum: 3.0

Volatility: 3.3

1-Year Total Return ->

View Full Report
Stock-Card
Cancom

A-Score: 5.0/10

Value: 5.9

Growth: 5.8

Quality: 4.3

Yield: 6.9

Momentum: 4.0

Volatility: 3.0

1-Year Total Return ->

View Full Report
Stock-Card
FDM

A-Score: 4.9/10

Value: 7.9

Growth: 3.0

Quality: 7.6

Yield: 9.4

Momentum: 0.0

Volatility: 1.3

1-Year Total Return ->

View Full Report
Stock-Card
Comarch

A-Score: 3.9/10

Value: 3.4

Growth: 3.1

Quality: 4.2

Yield: 1.9

Momentum: 5.0

Volatility: 6.0

1-Year Total Return ->

View Full Report

Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

41.3$

Current Price

41.3$

Potential

-0.00%

Expected Cash-Flows