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InPost S.A.Informe acción ENXTAM:INPST

Capitalización bursátil €7.7b
Precio de las acciones
€15.37
€17.23
10.8% infravalorado descuento intrínseco
1Y4.1%
7D0.5%
1D
Valor de la cartera
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InPost S.A.

Informe acción ENXTAM:INPST

Capitalización de mercado: €7.7b

InPost (INPST) Resumen de Acciones

InPost S.A., junto con sus filiales, opera como plataforma de habilitación de comercio electrónico fuera del hogar que presta servicios de paquetería en Polonia y otros países europeos. Saber más

Análisis fundamental de INPST
Puntuación del snowflake
Valoración2/6
Crecimiento futuro5/6
Rendimiento pasado2/6
Salud financiera3/6
Dividendos0/6

INPST Community Fair Values

Create Narrative

See what 59 others think this stock is worth. Follow their fair value or set your own to get alerts.

Competidores de InPost S.A.

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del InPost
Precios históricos de las acciones
Precio actual de la acción€15.37
Máximo en las últimas 52 semanas€15.39
Mínimo de 52 semanas€9.19
Beta1.09
Cambio en 1 mes0.99%
Variación en 3 meses1.32%
Cambio de 1 año4.06%
Variación en 3 años52.94%
Variación en 5 años-5.36%
Variación desde la OPV-16.54%

Noticias y actualizaciones recientes

Actualización de narrativa May 16

INPST: Future Margin Execution Will Support Upside Despite Recent Downgrades

Analysts have slightly reduced their price target on InPost to €17.23. This reflects modestly lower revenue growth assumptions and a reduced future P/E multiple after recent downgrades, partly offset by updated views on profit margins and discount rates.
Actualización de narrativa May 02

INPST: Parcel Network Execution Will Support Upside Despite Recent Downgrades

Analysts have inched up their fair value estimate for InPost to €17.23 from €17.05, reflecting slightly higher revenue growth assumptions, offset by a small trim to profit margin and P/E expectations following recent downgrades from major banks. Analyst Commentary Bullish Takeaways Bullish analysts point to the revised fair value of €17.23 as support for a view that InPost can still justify a relatively full P/E, even after recent sector and stock specific downgrades.
Actualización de narrativa Apr 16

INPST: Parcel Network Execution And Margin Resilience Will Support Future Upside

Analysts now set a slightly higher InPost price target of about €17.05, up from roughly €16.99, as they factor in recent downgrades and more cautious views on growth, margins, and future P/E multiples. Analyst Commentary Recent Street research has shifted toward a more cautious stance, with downgrades reflecting questions around how much upside is left in the current valuation and how quickly InPost can execute on its growth plans.

Recent updates

Actualización de narrativa May 16

INPST: Future Margin Execution Will Support Upside Despite Recent Downgrades

Analysts have slightly reduced their price target on InPost to €17.23. This reflects modestly lower revenue growth assumptions and a reduced future P/E multiple after recent downgrades, partly offset by updated views on profit margins and discount rates.
Actualización de narrativa May 02

INPST: Parcel Network Execution Will Support Upside Despite Recent Downgrades

Analysts have inched up their fair value estimate for InPost to €17.23 from €17.05, reflecting slightly higher revenue growth assumptions, offset by a small trim to profit margin and P/E expectations following recent downgrades from major banks. Analyst Commentary Bullish Takeaways Bullish analysts point to the revised fair value of €17.23 as support for a view that InPost can still justify a relatively full P/E, even after recent sector and stock specific downgrades.
Actualización de narrativa Apr 16

INPST: Parcel Network Execution And Margin Resilience Will Support Future Upside

Analysts now set a slightly higher InPost price target of about €17.05, up from roughly €16.99, as they factor in recent downgrades and more cautious views on growth, margins, and future P/E multiples. Analyst Commentary Recent Street research has shifted toward a more cautious stance, with downgrades reflecting questions around how much upside is left in the current valuation and how quickly InPost can execute on its growth plans.
Actualización de narrativa Apr 01

INPST: Takeover Offer And Parcel Network Execution Will Support Future Upside

Analysts have slightly reduced their price target on InPost, moving it from about €17.34 to around €16.99. This change reflects updated views on the company following recent research, including a downgrade from Jefferies.
Actualización de narrativa Mar 18

INPST: Takeover Proposal And Execution Strength Will Support Future Upside Potential

Analysts have raised their price target for InPost to €17.34 from €16.79, citing slightly higher assumptions for revenue growth, a modestly lower profit margin, and an updated future P/E estimate. What's in the News A consortium of Advent International, FedEx, A&R Investment and PPF Group has submitted an indicative proposal to acquire InPost S.A. for approximately €6.9b, with a conditional agreement reached on February 9, 2026 (Key Developments).
Actualización de narrativa Jan 25

INPST: Parcel Locker Scale And Execution Will Support Future Upside Potential

Analysts have trimmed their price expectations for InPost, with one recent move cutting the target from €16.00 to €15.20. This change reflects updated views on fair value, discount rate assumptions and future P/E levels.
Actualización de narrativa Jan 08

INPST: Parcel Locker Scale And Execution Will Drive Future Margin Upside

Narrative Update on InPost The updated analyst price target for InPost moves modestly higher to about €16.53 from €16.28. Recent Street research, including a cut in one bank's target to €15.20 with an Overweight stance, suggests analysts are fine tuning assumptions around discount rates, fair value and future P/E rather than changing their broader view on the stock.
Actualización de narrativa Dec 25

INPST: Parcel Locker Network Expansion Will Drive Future Margin Upside

Narrative Update on InPost Analysts have modestly raised their fair value estimate for InPost from approximately EUR 16.15 to EUR 16.28 per share, even though the Street price target was recently reduced to EUR 15.20. This reflects continued confidence in the company’s long term growth profile and earnings trajectory.
Artículo de análisis Dec 21

InPost S.A.'s (AMS:INPST) Share Price Matching Investor Opinion

When close to half the companies in the Netherlands have price-to-earnings ratios (or "P/E's") below 16x, you may...
Actualización de narrativa Dec 11

INPST: Parcel Locker Expansion Will Support Future Margin Improvement And Upside

Analysts have trimmed their price target on InPost to EUR 15.20 from EUR 16.00, reflecting slightly slower expected revenue growth, offset by a modestly improved profit margin outlook and a marginally lower discount rate and future P E multiple. Analyst Commentary Recent commentary highlights that the revised target price still implies an attractive upside, even after adjusting for slightly softer top line assumptions and a more conservative long term growth profile.
Actualización de narrativa Nov 26

INPST: Operational Efficiencies Will Drive Improved Profit Margins Amid Market Uncertainty

Analysts have reduced their price target for InPost from €16.00 to €15.20. They cited softened revenue growth expectations, despite slightly improved profit margins and higher discount rates.
Artículo de análisis Nov 11

InPost S.A. Just Missed Earnings - But Analysts Have Updated Their Models

Shareholders might have noticed that InPost S.A. ( AMS:INPST ) filed its third-quarter result this time last week. The...
Actualización de narrativa Nov 03

INPST: Amsterdam Index Inclusion Will Drive Stronger Profit Margins Ahead

InPost Sees Modest Price Target Adjustment Amid Analyst Optimism on Profit Margins Analysts nudged InPost's fair value estimate slightly downward from €17.39 to €17.36. They cited improved profit margin outlook while adopting a more conservative stance on future earnings multiples.
Actualización de narrativa Oct 20

European Expansion Will Create A Sustainable Logistics Future

Analysts have revised their price target for InPost downward from $17.66 to $17.39, citing updated expectations for revenue growth and profit margins. What's in the News InPost S.A was added to the Amsterdam AEX Index (Key Developments) InPost S.A. was removed as an index constituent (Key Developments) Valuation Changes Consensus analyst fair value decreased slightly from €17.66 to €17.39.
Actualización de narrativa Sep 26

European Expansion Will Create A Sustainable Logistics Future

The downward revision in InPost's price target primarily reflects a significant decline in net profit margin and a higher future P/E ratio, resulting in the consensus fair value falling from €18.60 to €17.66. What's in the News InPost S.A. added to Amsterdam AEX Index.
Actualización de narrativa Sep 11

European Expansion Will Create A Sustainable Logistics Future

Despite a more conservative near-term growth outlook and a reduced price target to €16, analysts—citing InPost’s unit cost advantage and robust long-term fundamentals—see attractive value at current levels, resulting in only a marginal consensus price target decline from €18.94 to €18.60. Analyst Commentary JPMorgan highlights InPost's unit cost advantage as a key driver for its superior returns.
Artículo de análisis Jul 18

Is There An Opportunity With InPost S.A.'s (AMS:INPST) 49% Undervaluation?

Key Insights InPost's estimated fair value is €25.18 based on 2 Stage Free Cash Flow to Equity InPost is estimated to...
Artículo de análisis Jun 27

InPost (AMS:INPST) Seems To Use Debt Quite Sensibly

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
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Nueva narrativa Feb 09

Pan-European APM Deployment Will Boost E-commerce Position

InPost's expansion of APM deployment across Europe meets rising out-of-home delivery demand, potentially driving revenue growth.

Rentabilidad de los accionistas

INPSTNL LogisticsMercado NL
7D0.5%4.4%5.7%
1Y4.1%10.4%30.2%

Rentabilidad vs. Industria: Los resultados de INPST fueron inferiores a los de la industria Dutch Logistics, que obtuvo un rendimiento del 10.4% el año pasado.

Rentabilidad vs. Mercado: INPST obtuvo unos resultados inferiores a los del mercado Dutch, que fueron del 30.2% el año pasado.

Volatilidad de los precios

Is INPST's price volatile compared to industry and market?
INPST volatility
INPST Average Weekly Movement0.6%
Logistics Industry Average Movement5.2%
Market Average Movement4.7%
10% most volatile stocks in NL Market7.8%
10% least volatile stocks in NL Market2.7%

Precio estable de las acciones: INPST no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado Dutch.

Volatilidad a lo largo del tiempo: La volatilidad semanal de INPST ha disminuido de 6% a 1% en el último año.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
199912,737Rafal Brzoskainpost.eu

InPost S.A., junto con sus filiales, opera como plataforma de comercio electrónico fuera del hogar que presta servicios de paquetería en Polonia y otros países europeos. La empresa opera a través de cuatro segmentos: APM (Automated Parcel Machines), To-Door, Mondial Relay e Internacional Otros. El segmento APM se centra en la entrega de paquetes a APM.

Resumen de fundamentos de InPost S.A.

¿Cómo se comparan los beneficios e ingresos de InPost con su capitalización de mercado?
Estadísticas fundamentales de INPST
Capitalización bursátil€7.68b
Beneficios(TTM)€113.97m
Ingresos (TTM)€3.69b
67.4x
Ratio precio-beneficio (PE)
2.1x
Ratio precio-ventas (PS)

¿Está INPST sobrevalorada?

Ver valor justo y análisis de valoración

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de INPST
Ingresoszł15.62b
Coste de los ingresoszł12.06b
Beneficio brutozł3.56b
Otros gastoszł3.08b
Beneficioszł482.80m

Últimos beneficios comunicados

Mar 31, 2026

Próxima fecha de beneficios

Aug 31, 2026

Beneficios por acción (BPA)0.97
Margen bruto22.81%
Margen de beneficio neto3.09%
Ratio deuda/patrimonio201.0%

¿Cómo se ha desempeñado INPST 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 empresa2026/05/26 15:00
Precio de las acciones al final del día2026/05/26 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

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

InPost S.A. está cubierta por 25 analistas. 12 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
Marco LimiteBarclays
Beata Szparaga-WasniewskaBiuro maklerskie mBanku
Pawel SzpigielBiuro maklerskie mBanku