SeSa S.p.A. (SES.MI)
Empoli, FI, IT
SeSa S.p.A., through its various operating companies, specializes in the distribution of advanced information technology (IT) products and solutions, serving markets both within Italy and internationally. Its Software and System Integration division delivers a wide range of services, including core software development, technological innovation, and digital transformation capabilities tailored for small-to-medium enterprises (SMEs) and large corporate clients. This encompasses IT infrastructure and Internet of Things (IoT) offerings, artificial intelligence (AI) and machine learning (ML) applications, and support for digital and enterprise business applications. The sector also provides human resources (HR) management systems, including those built on the Microsoft Dynamics platform. Furthermore, it covers cloud computing services, robust cybersecurity measures, and solutions for digital manufacturing, processing, and transformation. Comprehensive management, maintenance, technical assistance, and repair services for IT hardware and software are also provided, alongside strategic outsourcing. The division actively develops and markets Enterprise Resource Planning (ERP) software, offers integrated services for the SAP Business One platform, and creates specialized 3cad products for the furniture industry. It also produces software and delivers IT services specifically for the retail sector, provides expert project management, and implements product lifecycle management (PLM) solutions for the manufacturing sector. The Business Services segment is dedicated to the finance industry, offering business process outsourcing (BPO), security solutions, and digital transformation initiatives. Within the Value-Added Distribution sector, the company focuses on distributing sophisticated technological, enterprise software, and data center solutions. Its activities also include managing networking infrastructure, providing design services for diverse IT solutions, and distributing Adobe digital media as well as Hitachi data systems products. Finally, the Corporate division provides essential logistical support and manages marketing and promotional campaigns for the Information and Communication Technology (ICT) channel. Headquartered in Empoli, Italy, SeSa S.p.A. functions as a subsidiary of ITH SpA.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +4.41% | +3.80% | +12.91% | +25.79% | +15.12% | +7.71% | +20.56% | -10.06% | -24.88% | +549.16% | +892.33% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 4 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
-
Revenue growth Technology Distributors: +13.3%+1.6% Q1'26: +9.1% (vs Q1'25)
-
EPS growth Technology Distributors: +17.0%-20.6% Q1'26: -3.2% (vs Q1'25)
-
FCF margin FCF growth · Technology Distributors: +18.6%+2.1% Q1'26: +11.4% (vs Q1'25)
-
EBIT margin Technology Distributors: +4.3%+4.8% ★ Q1'26: +4.6% (vs Q1'25)
-
ROIC Technology Distributors: +7.9%+25.9% ★ Q1'26: +35.7% (vs Q1'25)
-
Share dilution Technology Distributors: +0.1%-11.6% ★ Q1'26: +13.5% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Technology Distributors: -0.39×2.02× ★ Q1'26: 1.47× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Apr 2015 actual |
Apr 2016 actual |
Apr 2017 actual |
Apr 2018 actual |
Apr 2019 actual |
Apr 2020 actual |
Apr 2021 actual |
Apr 2022 actual |
Apr 2023 actual |
Apr 2024 actual |
Apr 2025 actual |
Apr 2026 4 Rev. Ana. 3 EPS Ana. |
Apr 2027 4 Rev. Ana. 3 EPS Ana. |
Apr 2028 3 Rev. Ana. 3 EPS Ana. |
Apr 2029 2 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
1.05B
est: 1.10B (-4.2%)
|
1.22B
est: 1.20B (+1.6%)
|
1.26B
est: 1.29B (-2.0%)
|
1.35B
est: 1.31B (+2.8%)
|
1.54B
est: 1.55B (-0.5%)
|
1.76B
est: 1.79B (-1.3%)
|
2.02B
est: 2.03B (-0.6%)
|
2.36B
est: 2.39B (-1.0%)
|
2.87B
est: 2.88B (-0.4%)
|
3.16B
est: 3.19B (-0.8%)
|
3.21B
est: 3.32B (-3.3%)
|
3.62B
3.60B – 3.66B
+8.9% YoY
|
3.79B
3.76B – 3.86B
+4.7% YoY
|
3.98B
3.98B – 3.98B
+5.0% YoY
|
4.34B
4.31B – 4.42B
+9.1% YoY
|
| EBITDA |
46.03M
est: 80.02M (-42.5%)
|
47.80M
est: 87.57M (-45.4%)
|
51.01M
est: 93.55M (-45.5%)
|
55.05M
est: 95.62M (-42.4%)
|
62.95M
est: 112.54M (-44.1%)
|
85.18M
est: 129.87M (-34.4%)
|
119.64M
est: 147.95M (-19.1%)
|
159.32M
est: 173.53M (-8.2%)
|
201.26M
est: 209.41M (-3.9%)
|
233.45M
est: 287.03M (-18.7%)
|
235.04M
est: 299.01M (-21.4%)
|
325.69M
324.03M – 329.70M
+8.9% YoY
|
341.12M
338.59M – 347.14M
+4.7% YoY
|
358.06M
358.05M – 358.07M
+5.0% YoY
|
390.48M
387.58M – 397.36M
+9.1% YoY
|
| EBIT |
38.81M
est: 56.92M (-31.8%)
|
41.09M
est: 62.29M (-34.0%)
|
43.24M
est: 66.55M (-35.0%)
|
45.57M
est: 68.02M (-33.0%)
|
51.26M
est: 80.06M (-36.0%)
|
63.50M
est: 92.39M (-31.3%)
|
87.16M
est: 105.25M (-17.2%)
|
117.62M
est: 123.44M (-4.7%)
|
147.63M
est: 148.97M (-0.9%)
|
165.17M
est: 169.12M (-2.3%)
|
152.57M
est: 176.17M (-13.4%)
|
191.89M
190.91M – 194.25M
+8.9% YoY
|
200.98M
199.49M – 204.53M
+4.7% YoY
|
210.96M
210.96M – 210.97M
+5.0% YoY
|
230.06M
228.36M – 234.12M
+9.1% YoY
|
| Net Income |
21.80M
est: 20.87M (+4.5%)
|
23.96M
est: 21.46M (+11.7%)
|
25.04M
est: 23.71M (+5.6%)
|
26.86M
est: 25.77M (+4.2%)
|
29.28M
est: 28.02M (+4.5%)
|
37.91M
est: 35.05M (+8.2%)
|
52.27M
est: 53.62M (-2.5%)
|
73.52M
est: 72.45M (+1.5%)
|
84.45M
est: 84.69M (-0.3%)
|
78.27M
est: 69.27M (+13.0%)
|
62.20M
est: 91.17M (-31.8%)
|
95.51M
93.44M – 97.59M
+4.8% YoY
|
105.82M
104.03M – 107.61M
+10.8% YoY
|
119.00M
108.61M – 129.40M
+12.5% YoY
|
141.58M
140.21M – 144.83M
+19.0% YoY
|
| SGA |
4.85M
est: 58.25M (-91.7%)
|
72.46M
est: 63.74M (+13.7%)
|
82.20M
est: 68.10M (+20.7%)
|
103.63M
est: 69.61M (+48.9%)
|
—
est: 81.92M (-100.0%)
|
—
est: 94.54M (-100.0%)
|
138.22M
est: 107.70M (+28.3%)
|
13.57M
est: 126.32M (-89.3%)
|
19.52M
est: 152.44M (-87.2%)
|
28.14M
est: 62.48M (-55.0%)
|
26.18M
est: 65.09M (-59.8%)
|
70.89M
70.53M – 71.77M
+8.9% YoY
|
74.25M
73.70M – 75.56M
+4.7% YoY
|
77.94M
77.94M – 77.94M
+5.0% YoY
|
85.00M
84.37M – 86.50M
+9.1% YoY
|
| EPS |
1.40
est: 1.52 (-8.1%)
|
1.55
est: 1.57 (-1.0%)
|
1.62
est: 1.73 (-6.4%)
|
1.74
est: 1.88 (-7.4%)
|
1.90
est: 2.04 (-7.3%)
|
2.46
est: 2.56 (-3.8%)
|
3.39
est: 3.91 (-13.3%)
|
4.76
est: 5.29 (-9.9%)
|
5.47
est: 6.18 (-11.5%)
|
5.07
est: 5.02 (+1.0%)
|
4.04
est: 6.61 (-38.9%)
|
6.98
6.82 – 7.12
+5.7% YoY
|
7.75
7.59 – 7.85
+11.1% YoY
|
8.48
7.92 – 9.44
+9.3% YoY
|
10.33
10.23 – 10.57
+21.9% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-29 | B+ | 3/5 | 4/5 | 4/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-28 | B+ | 3/5 | 4/5 | 4/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-27 | B+ | 3/5 | 4/5 | 4/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-26 | B+ | 3/5 | 4/5 | 4/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-25 | B+ | 3/5 | 4/5 | 4/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-22 | B+ | 3/5 | 4/5 | 4/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-21 | B+ | 3/5 | 4/5 | 4/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-20 | B+ | 3/5 | 4/5 | 4/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-19 | B+ | 3/5 | 4/5 | 4/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-18 | B+ | 3/5 | 4/5 | 4/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-15 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-14 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-13 | B+ | 3/5 | 4/5 | 4/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-12 | B+ | 3/5 | 4/5 | 4/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-11 | B+ | 3/5 | 4/5 | 4/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-08 | B+ | 3/5 | 4/5 | 4/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-07 | B+ | 3/5 | 4/5 | 4/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-06 | B+ | 3/5 | 4/5 | 4/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-05 | B+ | 3/5 | 4/5 | 4/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-04 | B+ | 3/5 | 4/5 | 4/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-30 | B+ | 3/5 | 4/5 | 4/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-29 | B+ | 3/5 | 4/5 | 4/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-28 | B+ | 3/5 | 4/5 | 4/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-27 | B+ | 3/5 | 4/5 | 4/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-24 | B+ | 3/5 | 4/5 | 4/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-23 | B+ | 3/5 | 4/5 | 4/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-22 | B+ | 3/5 | 4/5 | 4/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-21 | B+ | 3/5 | 4/5 | 4/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-20 | B+ | 3/5 | 4/5 | 4/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-17 | B+ | 3/5 | 4/5 | 4/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-16 | B+ | 3/5 | 4/5 | 4/5 | 3/5 | 1/5 | 3/5 | 3/5 |
Owner Earnings
Ownership Overview
Ownership breakdown not available.
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional history not available.
Top holders not available.
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Goldman Sachs Data Enhanced International Equity ETF GIEQ | 0.39% | 40.5K | 0.30% |
| 2 | WisdomTree Europe SmallCap Dividend UCITS ETF WTES.DE | 0.16% | 142.5K | 0.38% |
| 3 | WisdomTree Europe SmallCap Dividend UCITS ETF Acc DFEA.L | 0.16% | 142.5K | 0.38% |
| 4 | iShares MSCI EMU Small Cap UCITS ETF CES1.L | 0.12% | 1.22M | 0.58% |
| 5 | UBS MSCI EMU Small Cap UCITS ETF EUR dis UEFD.DE | 0.12% | 849.7K | 0.33% |
| 6 | iShares International Developed Small Cap Value Factor ETF ISVL | 0.11% | 355.5K | 0.31% |
| 7 | WisdomTree International SmallCap Dividend Fund DLS | 0.06% | 652.4K | 0.58% |
| 8 | Amundi MSCI EMU Small Cap ESG Broad Transition UCITS ETF Dist MMS.PA | 0.06% | 442.4K | 0.40% |
| 9 | WisdomTree Dynamic International SmallCap Equity ETF DDLS | 0.06% | 264.2K | 0.48% |
| 10 | State Street SPDR MSCI Europe Small Cap Value Weighted UCITS ETF EUR Acc ZPRX.DE | 0.05% | 419.3K | 0.30% |
Insider Activity
No insider activity available.
Insider history not available.
No recent insider transactions.
Executive team
Executive compensation
Executive compensation not available.
No CEO compensation history available.
Proxy statements
No proxy statements available for this company yet.
Recent SEC filings
No SEC filings available for this company yet.
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Alessandro Fabbroni | Chief Executive Officer, MD, Director for Internal Audit, Welfare Program Officer & Director | 168.2K | — |
| Giovanni Moriani | Executive Deputy Chairman & Executive Vice President | 158.5K | male |
| Moreno Gaini | Executive Deputy Chairman & Executive Vice President | 158.5K | male |
| Eriberto Santoro | Head of Administration & Tax | — | — |
| Francesco Billi | Group Chief Financial Officer | — | — |
| Alessandro La Pietra | Head of Legal & Compliance | — | — |
| Jacopo Laschetti | Head of Sustainability | — | male |
| Michele Ferri | Head of Internal Auditing | — | — |
| Samantha Alderighi | Head of Human Resources | — | — |
| Caterina Gori | Head of IR & Corporate Finance M&A | — | — |
No data available for this company.
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for SES.MI
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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