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PlaySide Studios LimitedInforme acción ASX:PLY

Capitalización bursátil AU$108.9m
Precio de las acciones
AU$0.24
AU$0.52
53.8% infravalorado descuento intrínseco
1Y71.4%
7D-2.0%
Valor de la cartera
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PlaySide Studios Limited

Informe acción ASX:PLY

Capitalización de mercado: AU$108.9m

PLY Community Fair Values

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Competidores de PlaySide Studios Limited

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del PlaySide Studios
Precios históricos de las acciones
Precio actual de la acciónAU$0.24
Máximo en las últimas 52 semanasAU$0.39
Mínimo de 52 semanasAU$0.13
Beta1.41
Cambio en 1 mes-26.15%
Variación en 3 meses-27.27%
Cambio de 1 año71.43%
Variación en 3 años-30.43%
Variación en 5 años-18.64%
Variación desde la OPV-22.58%

Noticias y actualizaciones recientes

Actualización de narrativa Apr 26

PLY: Higher Future P/E Assumptions Will Support Undervalued Profile

Analysts have trimmed their price target for PlaySide Studios by A$0.00, reflecting updated assumptions for revenue growth, profit margins, and a higher future P/E multiple. Together, these factors keep fair value at A$0.52.
Actualización de narrativa Apr 09

PLY: Higher Margins And Revenue Assumptions Will Support Undervalued Profile

Analysts have maintained their A$0.52 price target on PlaySide Studios. The unchanged figure is backed by updated assumptions that indicate higher revenue growth, stronger profit margins and a lower future P/E multiple.
Actualización de narrativa Mar 25

PLY: Stable Assumptions And Margins Are Expected To Support Undervalued Profile

Analysts have kept their A$0.52 price target for PlaySide Studios unchanged, citing only minor tweaks in the discount rate, revenue growth, profit margin and future P/E assumptions as the main drivers of this steady view. Valuation Changes Fair Value: The A$0.52 fair value estimate is unchanged, indicating no revision to the headline valuation figure.
Actualización de narrativa Mar 11

PLY: Higher Margin Outlook Will Support Undervalued Profile Going Forward

Analysts have kept their A$0.52 price target for PlaySide Studios steady, with fair value remaining unchanged to reflect updated assumptions for revenue growth, profit margins and future P/E. Valuation Changes Fair Value: A$0.52 remains unchanged, with no adjustment to the assessed fair value per share.

Recent updates

Actualización de narrativa Apr 26

PLY: Higher Future P/E Assumptions Will Support Undervalued Profile

Analysts have trimmed their price target for PlaySide Studios by A$0.00, reflecting updated assumptions for revenue growth, profit margins, and a higher future P/E multiple. Together, these factors keep fair value at A$0.52.
Actualización de narrativa Apr 09

PLY: Higher Margins And Revenue Assumptions Will Support Undervalued Profile

Analysts have maintained their A$0.52 price target on PlaySide Studios. The unchanged figure is backed by updated assumptions that indicate higher revenue growth, stronger profit margins and a lower future P/E multiple.
Actualización de narrativa Mar 25

PLY: Stable Assumptions And Margins Are Expected To Support Undervalued Profile

Analysts have kept their A$0.52 price target for PlaySide Studios unchanged, citing only minor tweaks in the discount rate, revenue growth, profit margin and future P/E assumptions as the main drivers of this steady view. Valuation Changes Fair Value: The A$0.52 fair value estimate is unchanged, indicating no revision to the headline valuation figure.
Actualización de narrativa Mar 11

PLY: Higher Margin Outlook Will Support Undervalued Profile Going Forward

Analysts have kept their A$0.52 price target for PlaySide Studios steady, with fair value remaining unchanged to reflect updated assumptions for revenue growth, profit margins and future P/E. Valuation Changes Fair Value: A$0.52 remains unchanged, with no adjustment to the assessed fair value per share.
Actualización de narrativa Feb 24

PLY: Incoming CFO Will Support Margins And Sustain Undervalued Outlook

Analysts have made only a marginal tweak to their PlaySide Studios valuation, trimming the fair value estimate to A$0.52 as small adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions flow through their models. What's in the News PlaySide Studios has appointed Colin Lai as Chief Financial Officer, effective March 2, 2026, following the previously announced retirement of current CFO Darren Briggs at the October 2025 AGM (Key Developments).
Actualización de narrativa Feb 08

PLY: New CFO Appointment Will Support Margins And Undervalued Outlook

Analysts have nudged their price target for PlaySide Studios slightly higher to A$0.52 per share, reflecting modest updates to discount rate and future P/E assumptions while keeping revenue growth and profit margin forecasts broadly unchanged. What's in the News PlaySide Studios has appointed Colin Lai as Chief Financial Officer, effective March 2, 2026, following the planned retirement of current CFO Darren Briggs announced at the October 2025 AGM (Key Developments).
Nueva narrativa Feb 06

PlaySide Studios: Market Is Sleeping on a Potential 10M+ Unit Breakout Year, FY26 Could Be the Rerate of the Decade

PlaySide Studios (ASX: PLY) is still being priced like a sleepy, low-growth work-for-hire studio, despite now sitting on the largest and most statistically credible IP slate in its history, backed by hard wishlist data and a materially leaner cost base. After reviewing the updated Steam wishlist data, indie comps, sell-through ratios, past margins and the latest company guidance, my view is: If the upcoming slate lands even “normally well”, FY26 earnings power justifies a move from ~0.265 today into the 0.70–1.00 range over the next 12–18 months, with upside beyond that if one title genuinely breaks out.
Actualización de narrativa Jan 25

PLY: New CFO Appointment Will Support Margins As Revenue Tops A$49 Million

Analysts have kept their fair value estimate for PlaySide Studios steady at A$0.52 per share, with only very small tweaks to inputs like the discount rate and expected future P/E guiding their updated price target narrative. What's in the News PlaySide Studios has appointed Colin Lai as Chief Financial Officer, effective March 2, 2026.
Actualización de narrativa Jan 09

PLY: Revenue Will Exceed A$49 Million As Margins And Costs Improve

Analysts have made a modest adjustment to their price target for PlaySide Studios, reflecting fine tuning of assumptions around discount rates, long term revenue growth of 15.83% and profit margins of 14.08%. They have kept the fair value estimate steady at A$0.52 and are using a future P/E of about 25.5x.
Artículo de análisis Dec 22

The Market Lifts PlaySide Studios Limited (ASX:PLY) Shares 31% But It Can Do More

PlaySide Studios Limited ( ASX:PLY ) shareholders would be excited to see that the share price has had a great month...
Actualización de narrativa Dec 21

PLY: Revenue Will Exceed A$49 Million As Profitability Improves

Analysts have nudged their price target on PlaySide Studios higher to approximately $0.52 per share from about $0.52 previously, citing slightly stronger expectations for revenue growth and profit margins, despite a marginally higher discount rate and a modestly lower assumed future P/E multiple. What's in the News PlaySide Studios reaffirmed its fiscal 2026 guidance, expecting revenue to exceed fiscal 2025's 49 million dollars while reducing operating costs, supported by front end loaded game launch revenues (Company guidance).
Actualización de narrativa Dec 07

PLY: Revenue Will Exceed A$49 Million As Profitability Improves

Analysts have nudged their price target on PlaySide Studios slightly higher to reflect a modestly lower perceived risk and marginally improved profitability and growth assumptions, resulting in a fair value that remains effectively unchanged at A$0.52 per share. What's in the News Confirmed financial guidance for fiscal 2026, with revenue expected to exceed fiscal 2025's A$49 million along with lower operating costs (company guidance).
Actualización de narrativa Nov 23

PLY: Revenue Will Exceed A$49 Million As Costs Are Set To Fall

Analysts have maintained their price target for PlaySide Studios at $0.52. Minor adjustments to underlying discount rates and future earnings assumptions are guiding a continued stable outlook for the company.
Nueva narrativa Nov 20

PlaySide Studios: Market Is Sleeping on a Potential 10M+ Unit Breakout Year, FY26 Could Be the Rerate of the Decade

PlaySide Studios (ASX: PLY) is being priced like a sleepy, low-growth work-for-hire shop right before the biggest IP slate in its history goes live. After going through Steam wishlist data, indie comps, sell-through ratios, past margins and the latest analyst notes, my view is simple: If the upcoming slate lands even normally well, FY26 can justify a move from around 0.19–0.20 today to the 0.70–1.00 range, with more if one title really breaks out.
Actualización de narrativa Nov 06

PLY: Revenue Is Projected To Exceed A$49 Million With Lower Costs Ahead

Narrative Update on PlaySide Studios Analysts have maintained their price target for PlaySide Studios at $0.52 per share, reflecting only negligible adjustments to revenue growth and profit margin forecasts after their latest review. What's in the News PlaySide Studios provided financial guidance for fiscal year 2026 and reaffirmed that revenue is expected to exceed FY25's $49 million, with lower operating costs (Key Developments).
Actualización de narrativa Oct 22

Analysts Lift PlaySide Studios Price Target as Revenue Outlook and Profit Margins Improve

Analysts have increased their price target for PlaySide Studios from $0.46 to $0.52 per share, citing expectations of stronger revenue growth and improving profit margins. What's in the News PlaySide Studios Limited has been removed from both the S&P/ASX Emerging Companies Index and the S&P/ASX All Ordinaries Index (Key Developments).
Actualización de narrativa Aug 07

New Original IPs And Nintendo Switch 2 Will Secure Success

PlaySide Studios’ fair value estimate has been revised down to A$0.465, primarily due to weaker consensus revenue growth expectations and a significantly higher future P/E ratio, indicating reduced earnings growth prospects and increased valuation risk. What's in the News PlaySide Studios filed a follow-on equity offering to raise AUD 3 million by issuing 15,000,000 ordinary shares at AUD 0.2 per share.
Artículo de análisis Jul 30

Market Might Still Lack Some Conviction On PlaySide Studios Limited (ASX:PLY) Even After 31% Share Price Boost

The PlaySide Studios Limited ( ASX:PLY ) share price has done very well over the last month, posting an excellent gain...
Artículo de análisis Jun 15

After Leaping 28% PlaySide Studios Limited (ASX:PLY) Shares Are Not Flying Under The Radar

PlaySide Studios Limited ( ASX:PLY ) shareholders are no doubt pleased to see that the share price has bounced 28% in...
User avatar
Nueva narrativa May 14

New Original IPs And Nintendo Switch 2 Will Secure Success

Developing multiple original IPs and launching on a new platform aims to capitalize on established fanbases and expand market reach.
Artículo de análisis Apr 20

Why We're Not Concerned Yet About PlaySide Studios Limited's (ASX:PLY) 27% Share Price Plunge

To the annoyance of some shareholders, PlaySide Studios Limited ( ASX:PLY ) shares are down a considerable 27% in the...
Artículo de análisis Apr 01

Estimating The Intrinsic Value Of PlaySide Studios Limited (ASX:PLY)

Key Insights Using the 2 Stage Free Cash Flow to Equity, PlaySide Studios fair value estimate is AU$0.23 PlaySide...
Artículo de análisis Jan 29

PlaySide Studios Limited's (ASX:PLY) 51% Share Price Plunge Could Signal Some Risk

PlaySide Studios Limited ( ASX:PLY ) shareholders that were waiting for something to happen have been dealt a blow with...
Artículo de análisis Nov 22

Estimating The Fair Value Of PlaySide Studios Limited (ASX:PLY)

Key Insights PlaySide Studios' estimated fair value is AU$0.47 based on 2 Stage Free Cash Flow to Equity PlaySide...
Artículo de análisis Oct 21

There's Reason For Concern Over PlaySide Studios Limited's (ASX:PLY) Massive 27% Price Jump

PlaySide Studios Limited ( ASX:PLY ) shareholders would be excited to see that the share price has had a great month...
Artículo de análisis Jul 01

PlaySide Studios Limited's (ASX:PLY) P/S Still Appears To Be Reasonable

When you see that almost half of the companies in the Entertainment industry in Australia have price-to-sales ratios...
Artículo de análisis May 20

When Should You Buy PlaySide Studios Limited (ASX:PLY)?

PlaySide Studios Limited ( ASX:PLY ), is not the largest company out there, but it saw a decent share price growth of...
Artículo de análisis Apr 19

Returns On Capital At PlaySide Studios (ASX:PLY) Paint A Concerning Picture

What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
Artículo de análisis Feb 24

Revenues Tell The Story For PlaySide Studios Limited (ASX:PLY) As Its Stock Soars 30%

PlaySide Studios Limited ( ASX:PLY ) shares have continued their recent momentum with a 30% gain in the last month...
Artículo de análisis Jan 23

A Look At The Intrinsic Value Of PlaySide Studios Limited (ASX:PLY)

Key Insights The projected fair value for PlaySide Studios is AU$0.62 based on 2 Stage Free Cash Flow to Equity With...
Artículo de análisis Dec 18

Is Now An Opportune Moment To Examine PlaySide Studios Limited (ASX:PLY)?

PlaySide Studios Limited ( ASX:PLY ), might not be a large cap stock, but it led the ASX gainers with a relatively...
Artículo de análisis Dec 18

Revenues Tell The Story For PlaySide Studios Limited (ASX:PLY) As Its Stock Soars 33%

The PlaySide Studios Limited ( ASX:PLY ) share price has done very well over the last month, posting an excellent gain...
Artículo de análisis Oct 05

We're Not Worried About PlaySide Studios' (ASX:PLY) Cash Burn

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
Artículo de análisis Aug 26

PlaySide Studios Limited (ASX:PLY) Just Reported And Analysts Have Been Lifting Their Price Targets

PlaySide Studios Limited ( ASX:PLY ) shareholders are probably feeling a little disappointed, since its shares fell...
Artículo de análisis May 23

Companies Like PlaySide Studios (ASX:PLY) Can Afford To Invest In Growth

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
Artículo de análisis Feb 20

Should You Think About Buying PlaySide Studios Limited (ASX:PLY) Now?

While PlaySide Studios Limited ( ASX:PLY ) might not be the most widely known stock at the moment, it received a lot of...
Artículo de análisis Jan 31

PlaySide Studios (ASX:PLY) Hasn't Managed To Accelerate Its Returns

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
Artículo de análisis Oct 14

PlaySide Studios' (ASX:PLY) Returns Have Hit A Wall

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...

Rentabilidad de los accionistas

PLYAU EntertainmentMercado AU
7D-2.0%5.0%-1.7%
1Y71.4%-8.1%1.0%

Rentabilidad vs. Industria: PLY superó a la industria Australian Entertainment, que obtuvo un rendimiento del -8.1% el año pasado.

Rentabilidad vs. Mercado: PLY superó al mercado Australian, que obtuvo un rendimiento del 1% el año pasado.

Volatilidad de los precios

Is PLY's price volatile compared to industry and market?
PLY volatility
PLY Average Weekly Movement14.7%
Entertainment Industry Average Movement6.7%
Market Average Movement10.5%
10% most volatile stocks in AU Market17.4%
10% least volatile stocks in AU Market4.4%

Precio estable de las acciones: El precio de las acciones de PLY ha sido volátil durante los últimos 3 meses en comparación con el mercado Australian.

Volatilidad a lo largo del tiempo: La volatilidad semanal de PLY(15%) se ha mantenido estable durante el último año, pero sigue siendo superior al 75% de las acciones de Australian.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
2011n/aBenn Skenderwww.playsidestudios.com

PlaySide Studios Limited desarrolla y vende videojuegos para móviles, PC y consolas en Australia. También ofrece juegos de realidad virtual. La empresa se constituyó en 2011 y tiene su sede en Port Melbourne (Australia).

Resumen de fundamentos de PlaySide Studios Limited

¿Cómo se comparan los beneficios e ingresos de PlaySide Studios con su capitalización de mercado?
Estadísticas fundamentales de PLY
Capitalización bursátilAU$108.92m
Beneficios(TTM)AU$1.16m
Ingresos (TTM)AU$40.62m
94.1x
Ratio precio-beneficio (PE)
2.7x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de PLY
IngresosAU$40.62m
Coste de los ingresosAU$0
Beneficio brutoAU$40.62m
Otros gastosAU$39.46m
BeneficiosAU$1.16m

Últimos beneficios comunicados

Dec 31, 2025

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)0.0025
Margen bruto100.00%
Margen de beneficio neto2.85%
Ratio deuda/patrimonio0%

¿Cómo se ha desempeñado PLY a largo plazo?

Ver rendimiento histórico y comparativa

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/21 18:46
Precio de las acciones al final del día2026/05/21 00:00
Beneficios2025/12/31
Ingresos anuales2025/06/30

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

PlaySide Studios Limited está cubierta por 3 analistas. 2 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Jasper StruwigCanaccord Genuity
Jules CooperShaw and Partners Limited
Joshua GoodwillShaw and Partners Limited