
Capgemini (CAPMF) remains a Hold as earnings face pressure from workforce reskilling and restructuring for Gen AI readiness, which has yet to materialize in major aspects. Despite 5.5% YoY revenue gro
CapGemini is fundamentally undervalued, trading at less than 8.6x P/E with a 12% earnings yield and a 3.1% well-covered dividend. Recent 1H26 results show stable revenues, growing operating margins (1