Pepco Group N.V.

WSE:PCO Lagerbericht

Marktkapitalisierung: zł20.8b

Pepco Group Management

Management Kriterienprüfungen 0/4

Pepco Group CEO ist Stephan Borchert , ernannt in Jul 2024, hat eine Amtszeit von 1.92 Jahren. Die jährliche Gesamtvergütung beträgt €2.89M , bestehend aus 36.8% Gehalt und 63.2% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.099% der Aktien des Unternehmens, im Wert von PLN20.48M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 1.4 Jahre bzw. 2 Jahre.

Wichtige Informationen

Stephan Borchert

Geschäftsführender

€2.9m

Gesamtvergütung

Prozentsatz des Geschäftsführergehalts36.84%
Amtszeit als Geschäftsführer1.9yrs
Eigentum des Geschäftsführers0.1%
Durchschnittliche Amtszeit des Managements1.4yrs
Durchschnittliche Amtszeit der Vorstandsmitglieder2yrs

Jüngste Management Updates

Recent updates

Narrativ-Update Jun 22

PCO: Fair Value Will Likely Hold As Higher Earnings Guidance Supports P/E Assumptions

Analysts have raised their price target on Pepco Group to PLN 35.23 from PLN 33.35, citing updated assumptions related to discount rates, revenue growth, profit margins, and future P/E levels. What’s in the News for Pepco Group Pepco Group updated earnings guidance for fiscal year 2026, keeping revenue guidance unchanged at 6% to 8%.
Narrativ-Update Jun 06

PCO: Fair Value Will Likely Hold As Margins Offset Lower Future P/E

Analysts have lifted their Pepco Group price target from PLN31.78 to PLN33.35, reflecting updated assumptions that include slightly different discount rate and growth inputs, alongside a modestly higher profit margin and a lower future P/E multiple. What's in the News No recent news, periodical coverage, or key developments were available from the provided sources for Pepco Group at this time.
Analyseartikel May 26

Earnings Update: Pepco Group N.V. (WSE:PCO) Just Reported Its Half-Yearly Results And Analysts Are Updating Their Forecasts

Investors in Pepco Group N.V. ( WSE:PCO ) had a good week, as its shares rose 5.0% to close at zł33.67 following the...
Narrativ-Update May 23

PCO: Fair Value Will Likely Hold As Higher P/E Supports Outlook

The analyst price target for Pepco Group has been adjusted from PLN 29.46 to PLN 31.78. Analysts point to updated fair value estimates and refreshed assumptions on discount rate, revenue growth, profit margin and future P/E as the key drivers behind the change.
Narrativ-Update Apr 30

PCO: Lower Future P E Multiple Will Likely Restrain Share Returns

Analysts now set their Pepco Group price target at PLN 19.46, slightly below the prior PLN 19.80. This reflects updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples.
Narrativ-Update Apr 16

PCO: Higher Future P E Multiple Will Likely Pressure Share Returns

Analysts have raised their PLN price target for Pepco Group from PLN 17.61 to PLN 19.80, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E multiples. Valuation Changes Fair Value: PLN 17.61 updated to PLN 19.80, indicating a higher assessed valuation level.
Narrativ-Update Apr 01

PCO: Completed Share Buyback And Margin Outlook Will Support Higher Returns

Analysts have trimmed their PLN price target for Pepco Group to around PLN 36.24 per share, a small adjustment from about PLN 36.52. This reflects refreshed assumptions on discount rate, revenue growth, profit margin and future P/E.
Narrativ-Update Mar 18

PCO: Share Buyback And Margin Outlook Will Support Higher Future Returns

The analyst price target for Pepco Group has increased from PLN 35.90 to PLN 36.52. Analysts point to updated views on discount rates, revenue growth, profit margins and future P/E assumptions as the key drivers behind this change.
Narrativ-Update Mar 04

PCO: Higher Required Returns And Share Buybacks Will Likely Pressure Future Returns

Analysts have marginally adjusted their PLN fair value estimate for Pepco Group to PLN 17.61. This reflects updated assumptions on the discount rate, revenue growth, profit margins and future P/E expectations.
Narrativ-Update Feb 17

PCO: Fair Value Will Likely Hold As Completed Buyback Supports Outlook

Pepco Group's analyst price target has been adjusted slightly higher to PLN 29.46 from PLN 29.43. Analysts point to unchanged revenue growth and profit margin assumptions, with only marginal tweaks to the discount rate and forward P/E input.
Analyseartikel Feb 12

Is Pepco Group (WSE:PCO) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Narrativ-Update Feb 03

PCO: Fair Value Will Likely Hold As Buyback And Assumptions Shift

Analysts have lifted their price target for Pepco Group from €25.83 to €29.43, citing updated assumptions on revenue growth, profit margins, discount rates and future P/E, which together indicate a higher assessed fair value for the shares. What's in the News Pepco Group completed a share buyback tranche between April 1, 2025 and September 30, 2025, repurchasing 9,382,732 shares for €50 million, equivalent to 1.63% of its shares.
Analyseartikel Jan 22

Statutory Profit Doesn't Reflect How Good Pepco Group's (WSE:PCO) Earnings Are

Pepco Group N.V. ( WSE:PCO ) just reported healthy earnings but the stock price didn't move much. Investors are...
Narrativ-Update Jan 20

PCO: Lower Margin Outlook Will Likely Pressure Future Share Returns

Analysts have raised their price target on Pepco Group to €17.62 from €16.30, reflecting updated assumptions that include higher revenue growth, a slightly lower profit margin, a reduced discount rate and a lower future P/E multiple. Valuation Changes Fair Value: increased from €16.30 to €17.62 per share, implying a higher central estimate of equity value.
Narrativ-Update Jan 05

PCO: Lower Discount Rate Will Support Higher Future Earnings Multiple

Analysts have lifted their price target for Pepco Group to €35.90 from €34.02, citing updated assumptions that combine an 8.38% revenue growth outlook with a 6.69% profit margin and a revised future P/E of 17.61, all discounted at an adjusted rate of 11.80%. Valuation Changes Fair Value Estimate, revised from €34.02 to €35.90, implying a modest uplift in the assessed share value.
Analyseartikel Jan 04

What Pepco Group N.V.'s (WSE:PCO) P/S Is Not Telling You

It's not a stretch to say that Pepco Group N.V.'s ( WSE:PCO ) price-to-sales (or "P/S") ratio of 0.9x seems quite...
Narrativ-Update Dec 15

PCO: Lower Risk And Higher Margins Will Drive Share Price Higher

Analysts have raised their price target for Pepco Group by approximately 7 percent to around €34 per share, citing a lower perceived risk profile and stronger expected profitability that offset weaker revenue growth assumptions and a slightly reduced future earnings multiple. Valuation Changes Fair Value increased slightly from €31.71 to approximately €34.02 per share, reflecting a modest upward revision in the intrinsic valuation.
Narrativ-Update Dec 01

PCO: Fair Value Will Likely Remain Stable Despite Slight Discount Rate Increase

The analyst consensus price target for Pepco Group has been modestly revised downward from €25.88 to €25.83, as analysts cite a slight increase in the discount rate along with minor adjustments to profitability forecasts. Valuation Changes Consensus Analyst Price Target has fallen slightly from €25.88 to €25.83.
Analyseartikel Nov 19

Pepco Group (WSE:PCO) Is Doing The Right Things To Multiply Its Share Price

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Narrativ-Update Nov 17

PCO: Fair Value Expected To Remain Stable Amid Discount Rate Shift

Analysts have slightly lowered their price target for Pepco Group, revising it from €25.93 to €25.88. The adjustment is based on updated assessments of the company’s discount rate and future price-to-earnings expectations.
Narrativ-Update Nov 03

PCO: Marginal Improvements And Risks Suggest Balanced Outlook For Central Europe Expansion

Pepco Group's analyst price target has been raised modestly by analysts, increasing from €25.14 to €25.93 per share. This reflects incremental improvements in future revenue outlook and fair value assessments.
Narrativ-Update Oct 20

Expansion In Central And Eastern Europe Will Unlock Future Potential

Analysts have raised their price target for Pepco Group from €24.90 to €25.14, citing an improved profit margin outlook that more than offsets modest declines in expected revenue growth. Valuation Changes Fair Value has increased slightly, moving from €24.90 to €25.14.
Analyseartikel Oct 03

What Pepco Group N.V.'s (WSE:PCO) 25% Share Price Gain Is Not Telling You

The Pepco Group N.V. ( WSE:PCO ) share price has done very well over the last month, posting an excellent gain of 25...
Narrativ-Update Sep 26

Expansion In Central And Eastern Europe Will Unlock Future Potential

Despite a notable deterioration in fundamentals, with Pepco Group’s future P/E ratio rising sharply and revenue growth forecasts lowering further into negative territory, the consensus analyst price target increased only marginally from PLN24.56 to PLN24.90. Valuation Changes Summary of Valuation Changes for Pepco Group The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from PLN24.56 to PLN24.90.
Analyseartikel Sep 12

At zł20.59, Is Pepco Group N.V. (WSE:PCO) Worth Looking At Closely?

Pepco Group N.V. ( WSE:PCO ), might not be a large cap stock, but it saw a double-digit share price rise of over 10% in...
Analyseartikel Aug 21

Does This Valuation Of Pepco Group N.V. (WSE:PCO) Imply Investors Are Overpaying?

WSE:PCO 1 Year Share Price vs Fair Value Explore Pepco Group's Fair Values from the Community and select yours Key...
Analyseartikel Jul 26

Returns On Capital Are Showing Encouraging Signs At Pepco Group (WSE:PCO)

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
Analyseartikel Jun 29

Revenues Not Telling The Story For Pepco Group N.V. (WSE:PCO) After Shares Rise 26%

Despite an already strong run, Pepco Group N.V. ( WSE:PCO ) shares have been powering on, with a gain of 26% in the...
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Neues Narrativ May 14

CEE And Western Europe Expansion Will Create New Opportunities

Expansion in Central and Eastern Europe and strategic pricing expected to drive revenue and growth.

Analyse der Geschäftsführervergütung

Wie hat sich die Vergütung von Stephan Borchert im Vergleich zu den Einnahmen von Pepco Group verändert?
DatumGesamtvergütungGehaltUnternehmensgewinne
Mar 31 2026n/an/a

€224m

Dec 31 2025n/an/a

€198m

Sep 30 2025€3m€1m

€171m

Jun 30 2025n/an/a

€294m

Mar 31 2025n/an/a

€143m

Dec 31 2024n/an/a

€135m

Sep 30 2024€2m€263k

€127m

Vergütung im Vergleich zum Markt: StephanDie Gesamtvergütung ($USD3.30M) liegt über dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt Polish ($USD792.59K).

Entschädigung vs. Einkommen: StephanDie Bezüge der Mitarbeiter sind im vergangenen Jahr um mehr als 20 % gestiegen.


Geschäftsführer

Stephan Borchert (57 yo)

1.9yrs
Amtszeit
€2,889,059
Vergütung

Mr. Stephan Borchert has been Group Chief Executive Officer and Executive Director of Pepco Group N.V. from July 1, 2024. He served as Chief Executive Officer at GrandVision NV since February 28, 2018 and...


Führungsteam

NamePositionAmtszeitVergütungEigentümerschaft
Stephan Borchert
Group CEO & Executive Director1.9yrs€2.89m0.099%
PLN 20.5m
Willem Eelman
Chief Financial Officer1.3yrskeine Datenkeine Daten
Pablo de Ayala
Group Chief Information Officerno datakeine Datenkeine Daten
Ned Staple
Chief Legal Officer2.8yrskeine Datenkeine Daten
Viola Schimansky
Chief Human Resources Officerno datakeine Datenkeine Daten
Marcin Langowski
Managing Director of Dealz9.4yrskeine Datenkeine Daten
Mark Elliott
Group Chief Strategy & Transformation Officer2.6yrskeine Datenkeine Daten
Marcin Stanko
Chief Operating Officer of CEE1.4yrskeine Datenkeine Daten
Jorge Gervasi
Chief Operating Officer of Western Europe1.4yrskeine Datenkeine Daten
Hugo Santen
Chief Financial Officer of Pepco1.4yrskeine Datenkeine Daten
Katie Close
Group Financial Controllerless than a yearkeine Datenkeine Daten
1.4yrs
Durchschnittliche Betriebszugehörigkeit
55yo
Durchschnittliches Alter

Erfahrenes Management: PCODas Führungsteam des Unternehmens gilt nicht als erfahren ( 1.4 Jahre durchschnittliche Betriebszugehörigkeit), was auf ein neues Team schließen lässt.


Vorstandsmitglieder

NamePositionAmtszeitVergütungEigentümerschaft
Stephan Borchert
Group CEO & Executive Director1.9yrs€2.89m0.099%
PLN 20.5m
Frederick Arnold
Independent Non-Executive Chair2yrs€223.02k0.010%
PLN 2.1m
Sean Mahoney
Non-Executive Vice Chair2.3yrskeine Datenkeine Daten
Grazyna Piotrowska-Oliwa
Independent Non-Executive Director5.1yrs€105.11k0.011%
PLN 2.4m
Brendan Wynne Connolly
Independent Non-Executive Director5.1yrs€134.34k0.010%
PLN 2.1m
Nicolo Galante
Non-Executive Directorless than a yearkeine Datenkeine Daten
Dirk Van Berghe
Non-Executive Directorless than a yearkeine Datenkeine Daten
Alexander van Laan
Non-Executive Directorless than a yearkeine Daten0.027%
PLN 5.5m
2.0yrs
Durchschnittliche Betriebszugehörigkeit
60yo
Durchschnittliches Alter

Erfahrener Vorstand: PCODie Vorstandsmitglieder gelten nicht als erfahren ( 2 Jahre durchschnittliche Amtszeit), was auf einen neuen Vorstand hindeutet.


Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/06/26 20:56
Aktienkurs zum Tagesende2026/06/26 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/09/30

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Details des Analysemodells, das zur Erstellung dieses Berichts verwendet wurde, sind auf unserer GitHub-Seite verfügbar. Außerdem haben wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf YouTube.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Pepco Group N.V. wird von 29 Analysten beobachtet. 10 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
James AnsteadBarclays
Matthew ClementsBarclays
Janusz PietaBiuro maklerskie mBanku