CD Projekt S.A.

Informe acción WSE:CDR

Capitalización de mercado: zł22.1b

CD Projekt Dirección

Dirección controles de criterios 2/4

El CEO de CD Projekt es Adam Badowski , nombrado en Jan 2024, tiene una permanencia de 2.42 años. compensación anual total es PLN7.92M, compuesta por 4.8% salario y 95.2% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.69% de las acciones de la empresa, por valor de PLN152.80M. La antigüedad media del equipo directivo y de la junta directiva es de 3.4 años y 1.4 años, respectivamente.

Información clave

Adam Badowski

Chief Executive Officer (CEO)

zł7.9m

Compensación total

Porcentaje del salario del CEO4.77%
Permanencia del CEO2.4yrs
Participación del CEO0.7%
Permanencia media de la dirección3.4yrs
Promedio de permanencia en la Junta Directiva1.4yrs

Actualizaciones recientes de la dirección

Recent updates

Artículo de análisis Jun 04

CD Projekt's (WSE:CDR) Solid Earnings May Rest On Weak Foundations

The recent earnings posted by CD Projekt S.A. ( WSE:CDR ) were solid, but the stock didn't move as much as we expected...
Actualización de narrativa Jun 01

CDR: Execution Risks On Key Franchise Releases Will Pressure Shares

Analysts are maintaining their PLN 112 price target for CD Projekt, reflecting slightly higher expected profit margins and a modestly lower future P/E, which together support a steady view of the stock’s valuation. Analyst Commentary Recent commentary on CD Projekt centers on whether the current PLN 112 target fairly reflects the balance between execution risks and the company’s ability to sustain its profit profile.
Actualización de narrativa May 13

CDR: Execution Risks On Future Earnings Condition Are Expected To Pressure Shares

Analysts are maintaining their fair value estimate for CD Projekt at PLN 112.00. The refreshed price target reflects updated assumptions that include a slightly lower discount rate, marginally higher revenue growth and profit margin, and a modestly reduced future P/E multiple.
Actualización de narrativa Apr 28

CDR: Incentive Program Meeting Will Support Future Shareholder Value Uplift

Analysts have maintained their PLN 332.00 price target for CD Projekt, reflecting slightly adjusted assumptions around the discount rate, revenue growth, profit margin and future P/E, rather than indicating a change in their overall view. What's in the News CD Projekt has scheduled a Special and Extraordinary Shareholders Meeting for March 11, 2026, at 10:00 Central European Standard Time to address several governance and incentive related items.
Actualización de narrativa Apr 14

CDR: Lower Revenue Outlook And Higher Discount Rate Will Pressure Shares

Analysts maintain their PLN 112.00 price target for CD Projekt, citing revised assumptions that combine a slightly higher discount rate with moderated revenue expectations, higher profit margin forecasts, and a richer future P/E multiple. What's in the News CD Projekt has scheduled a Special or Extraordinary Shareholders Meeting for March 11, 2026, at 10:00 Central European Standard Time.
Actualización de narrativa Mar 31

CDR: Incentive Program Earnings Conditions Will Support Future Shareholder Value Uplift

Analysts have reduced their price target on CD Projekt by PLN 8 to PLN 332, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E that modestly adjust their valuation outlook. What's in the News CD Projekt has scheduled a Special or Extraordinary Shareholders Meeting for March 11, 2026, at 10:00 Central European Standard Time.
Actualización de narrativa Mar 16

CDR: Incentive Program Earnings Conditions Will Support A Higher Future Earnings Multiple

Analysts have adjusted their price target on CD Projekt to PLN340 from PLN332, citing updated assumptions around revenue growth, profit margins, and a slightly lower future P/E multiple. What's in the News CD Projekt S.A. has scheduled a Special or Extraordinary Shareholders Meeting for March 11, 2026, at 10:00 Central European Standard Time.
Actualización de narrativa Mar 02

CDR: Future P/E And XR Partnership Will Support Balanced Risk Profile

Analysts have kept their CD Projekt price target broadly unchanged at PLN 232.06, with only minor tweaks to inputs such as the discount rate and the assumed forward P/E multiple informing this steady view of fair value. What's in the News VITURE announced its first collaboration with CD PROJEKT RED to create the VITURE × Cyberpunk 2077 5th Anniversary Collector's Edition XR glasses, a limited-run product tied to the Cyberpunk 2077 franchise.
Artículo de análisis Feb 16

Capital Allocation Trends At CD Projekt (WSE:CDR) Aren't Ideal

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Actualización de narrativa Feb 16

CDR: Future P/E Expansion Will Balance Margins And Hardware Partnership Risks

Analysts have inched their price target for CD Projekt higher, with fair value moving from roughly PLN 229.83 to PLN 232.06 as they adjust their assumptions for the discount rate, revenue growth, profit margin and future P/E. This reflects a modest recalibration rather than a major shift in their view.
Actualización de narrativa Feb 02

CDR: Lower Revenue Outlook And Reduced Future P/E Will Pressure Shares

Analysts have kept their headline fair value for CD Projekt steady at $112.00. They have, however, adjusted underlying assumptions, including a lower discount rate, a revised revenue growth outlook, a higher profit margin profile, and a reduced future P/E, which together shape the updated price target narrative.
Actualización de narrativa Jan 19

CDR: Future P/E Expansion Will Outrun Eroding Profit Margins

Analysts have increased their fair value estimate for CD Projekt slightly to €229.83 from €227.22, citing updated assumptions around revenue growth, discount rate and future P/E, which are only partly offset by a modestly lower profit margin outlook. What's in the News VITURE announced its first collaboration with CD PROJEKT RED to create the VITURE × Cyberpunk 2077 5th Anniversary Collector's Edition XR glasses, tying the Cyberpunk 2077 brand to a limited-run hardware product aimed at fans of the franchise (Key Developments).
Artículo de análisis Jan 17

CD Projekt S.A. (WSE:CDR) Not Lagging Market On Growth Or Pricing

When close to half the companies in Poland have price-to-earnings ratios (or "P/E's") below 12x, you may consider CD...
Actualización de narrativa Jan 05

CDR: Future XR Partnership Will Support A Higher Earnings Multiple

Analysts now set their fair value estimate for CD Projekt at 332.0, down from 350.0, citing updated assumptions for revenue growth, profit margins and a higher future P/E multiple as key drivers of the shift. What's in the News VITURE announced its first collaboration with CD PROJEKT RED to create the VITURE × Cyberpunk 2077 5th Anniversary Collector's Edition XR glasses, themed around Night City and limited to 10,000 serialized units worldwide (Key Developments).
Actualización de narrativa Dec 17

CDR: Rising Future Multiple Will Likely Pressure Shares Despite Margin Compression

Analysts have lifted their price target on CD Projekt from approximately $95 to about $112 per share, citing stronger expected revenue growth despite some compression in profit margins and a higher assumed future earnings multiple. What's in the News CD PROJEKT RED entered its first collaboration with XR brand VITURE to launch a limited-run VITURE × Cyberpunk 2077 5th Anniversary Collector's Edition, integrating the game's Night City aesthetic into next-generation XR glasses (Key Developments).
Actualización de narrativa Dec 03

CDR: Future Earnings Multiple Expansion Will Likely Outpace Slowing Profitability

Analysts have modestly raised their price target on CD Projekt to $227.22 from $220.44, citing slightly higher expected future valuation multiples, despite trimming assumptions for revenue growth and profit margins. Valuation Changes Fair Value: increased slightly from PLN 220.44 to PLN 227.22 per share, reflecting a modest uplift in intrinsic valuation.
Artículo de análisis Dec 03

We Think You Should Be Aware Of Some Concerning Factors In CD Projekt's (WSE:CDR) Earnings

Following the solid earnings report from CD Projekt S.A. ( WSE:CDR ), the market responded by bidding up the stock...
Artículo de análisis Nov 30

CD Projekt S.A. Just Recorded A 143% EPS Beat: Here's What Analysts Are Forecasting Next

As you might know, CD Projekt S.A. ( WSE:CDR ) just kicked off its latest quarterly results with some very strong...
Actualización de narrativa Sep 04

Witcher Four Delay Will Raise Costs Yet Cyberpunk Will Excite

With both consensus revenue growth forecasts and the discount rate remaining unchanged, analysts have left CD Projekt's price target steady at PLN220.44. Valuation Changes Summary of Valuation Changes for CD Projekt The Consensus Analyst Price Target remained effectively unchanged, at PLN220.44.
Artículo de análisis Aug 31

Earnings Miss: CD Projekt S.A. Missed EPS By 27% And Analysts Are Revising Their Forecasts

Last week, you might have seen that CD Projekt S.A. ( WSE:CDR ) released its second-quarter result to the market. The...
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Nueva narrativa Dec 19

Rising Development Costs And Lack Of New Releases May Weigh On Earnings, But Cyberpunk 2077'S Success Could Boost Future Growth

Absence of major new game releases may limit future revenue growth, despite strong sales from existing titles like Cyberpunk 2077.

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Adam Badowski en comparación con los beneficios de CD Projekt?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

zł516m

Dec 31 2025n/an/a

zł521m

Sep 30 2025n/an/a

zł569m

Jun 30 2025n/an/a

zł453m

Mar 31 2025n/an/a

zł454m

Dec 31 2024zł8mzł378k

zł443m

Sep 30 2024n/an/a

zł439m

Jun 30 2024n/an/a

zł564m

Mar 31 2024n/an/a

zł512m

Dec 31 2023zł9mzł600k

zł481m

Sep 30 2023n/an/a

zł425m

Jun 30 2023n/an/a

zł320m

Mar 31 2023n/an/a

zł347m

Dec 31 2022zł6mzł600k

zł346m

Sep 30 2022n/an/a

zł299m

Jun 30 2022n/an/a

zł218m

Mar 31 2022n/an/a

zł245m

Dec 31 2021zł3mzł398k

zł209m

Sep 30 2021n/an/a

zł1b

Jun 30 2021n/an/a

zł1b

Mar 31 2021n/an/a

zł1b

Dec 31 2020zł17mzł397k

zł1b

Sep 30 2020n/an/a

zł279m

Jun 30 2020n/an/a

zł271m

Mar 31 2020n/an/a

zł250m

Dec 31 2019zł3mzł396k

zł175m

Compensación vs. Mercado: La compensación total de Adam($USD2.16M) está por encima de la media de empresas de tamaño similar en el mercado Polish ($USD977.25K).

Compensación vs. Ingresos: La compensación de Adam ha sido consistente con los resultados de la empresa en el último año.


CEO

Adam Badowski (51 yo)

2.4yrs
Permanencia
zł7,919,000
Compensación

Mr. Adam Konrad Badowski served as Chief Creative Officer at CD Projekt S.A. since September 2023 until January 01, 2024 and serves as its Co-CEO since January 01, 2024. He served as Head of CD Projekt RED...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Marcin Iwinski
Co-Founder & Co-Chairman of Supervisory Boardno datazł481.00k12.9%
PLN 2.9b
Adam Badowski
Co-CEO & Member of the Management Board2.4yrszł7.92m0.69%
PLN 153.4m
Michal Nowakowski
Co-CEO & Member of the Management Board2.4yrszł8.27m0.53%
PLN 117.4m
Piotr Nielubowicz
CFO & Vice President of the Management Boardno datazł8.26m6.87%
PLN 1.5b
Piotr Karwowski
Joint COO & Member of the Management Board10.6yrszł8.20m0.11%
PLN 24.1m
Pawel Zawodny
Joint COO & Member of the Management Board4.3yrszł8.27m0.019%
PLN 4.1m
Jeremiah Cohn
Chief Marketing Officer & Member of Management Board4.3yrszł8.01msin datos
Karolina Radziszewska
Chief People Officer & Member of the Management Boardless than a yearsin datossin datos
Krystyna Cybulska
Chief Accountantno datasin datossin datos
Karolina Gnas
IR Directorno datasin datossin datos
Ewelina Jarosz-Zgoda
Vice President of Legal & General Counselno datasin datossin datos
Mateusz Bednarz
Corporate Lead Counsel (Corporateno datasin datossin datos
3.4yrs
Permanencia media
50yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de CDR se considera experimentado (3.4 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Marcin Iwinski
Co-Founder & Co-Chairman of Supervisory Board3.4yrszł481.00k12.9%
PLN 2.9b
David Gardner
Independent Deputy Chair of the Supervisory Board1.4yrssin datossin datos
Agnieszka Slomka Golebiowska
Independent Supervisory Board Member1.4yrssin datossin datos
Adam Kicinski
Co-Chair of the Supervisory Board1.4yrszł8.26m4.05%
PLN 895.8m
Beata Cichocka-Tylman
Independent Supervisory Board Member1.4yrssin datossin datos
1.4yrs
Permanencia media
54.5yo
Promedio de edad

Junta con experiencia: La junta directiva de CDR no se considera experimentada (1.4 años de permanencia promedio), lo que sugiere una nueva junta directiva.


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/11 20:54
Precio de las acciones al final del día2026/06/11 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

CD Projekt S.A. está cubierta por 30 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
David MakArete Research Services LLP
Nicholas Michael DempseyBarclays
James BassBerenberg