Modivo (MDV) Resumen de Acciones
CCC S.A. opera en el sector del calzado en Polonia, Europa Central y Oriental y Europa Occidental. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 3/6 |
| Crecimiento futuro | 4/6 |
| Rendimiento pasado | 0/6 |
| Salud financiera | 3/6 |
| Dividendos | 0/6 |
MDV Community Fair Values
Create NarrativeSee what 18 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Competidores de Modivo S.A.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | zł99.50 |
| Máximo en las últimas 52 semanas | zł215.00 |
| Mínimo de 52 semanas | zł71.64 |
| Beta | 0.58 |
| Cambio en 1 mes | 31.06% |
| Variación en 3 meses | 9.24% |
| Cambio de 1 año | -48.87% |
| Variación en 3 años | 122.40% |
| Variación en 5 años | -20.81% |
| Variación desde la OPV | 900.00% |
Noticias y actualizaciones recientes
Actualización de narrativa • Jul 06
MDV: Higher Margin Outlook And Lower Risk Profile Will Support Upside
Analysts have reduced their 12 month price target for Modivo from PLN 228.75 to PLN 165.00. They cite a lower assumed revenue growth rate and P/E multiple, partly offset by higher projected profit margins and a slightly reduced discount rate.
Actualización de narrativa • Jun 22
MDV: Reset Expectations And Cost Discipline Will Support Future Earnings Quality
The analyst price target for Modivo has been revised from PLN131.64 to PLN113.30, as analysts incorporate updated assumptions for discount rates, revenue growth, profit margins and a lower future P/E multiple following recent downgrades in Street research. Analyst Commentary Recent Street research on Modivo has shifted toward a more cautious stance, with multiple downgrades feeding directly into the lower price target and the use of a reduced future P/E multiple.Artículo de análisis • Jun 06
Modivo's (WSE:MDV) Sluggish Earnings Might Be Just The Beginning Of Its Problems
The market shrugged off Modivo S.A.'s ( WSE:MDV ) weak earnings report last week. We looked at the details, and we...
Actualización de narrativa • Jun 06
MDV: Recent Downgrades And Revised P E Assumptions May Shape Future Returns
Analysts have trimmed their price targets on Modivo to PLN 74.00, reflecting updated views on the company’s projected revenue growth, profit margins, and P/E assumptions following several recent downgrades. Analyst Commentary Recent Street research on Modivo has leaned cautious, with several bearish analysts cutting ratings and reassessing their assumptions behind the PLN 74.00 price target.Recent updates
Actualización de narrativa • Jul 06
MDV: Higher Margin Outlook And Lower Risk Profile Will Support Upside
Analysts have reduced their 12 month price target for Modivo from PLN 228.75 to PLN 165.00. They cite a lower assumed revenue growth rate and P/E multiple, partly offset by higher projected profit margins and a slightly reduced discount rate.Actualización de narrativa • Jun 22
MDV: Reset Expectations And Cost Discipline Will Support Future Earnings Quality
The analyst price target for Modivo has been revised from PLN131.64 to PLN113.30, as analysts incorporate updated assumptions for discount rates, revenue growth, profit margins and a lower future P/E multiple following recent downgrades in Street research. Analyst Commentary Recent Street research on Modivo has shifted toward a more cautious stance, with multiple downgrades feeding directly into the lower price target and the use of a reduced future P/E multiple.Artículo de análisis • Jun 06
Modivo's (WSE:MDV) Sluggish Earnings Might Be Just The Beginning Of Its Problems
The market shrugged off Modivo S.A.'s ( WSE:MDV ) weak earnings report last week. We looked at the details, and we...Actualización de narrativa • Jun 06
MDV: Recent Downgrades And Revised P E Assumptions May Shape Future Returns
Analysts have trimmed their price targets on Modivo to PLN 74.00, reflecting updated views on the company’s projected revenue growth, profit margins, and P/E assumptions following several recent downgrades. Analyst Commentary Recent Street research on Modivo has leaned cautious, with several bearish analysts cutting ratings and reassessing their assumptions behind the PLN 74.00 price target.Actualización de narrativa • May 21
MDV: Recent Downgrades And Richer P E Multiple Will Shape Future Returns
Analysts have trimmed their price target on Modivo from PLN 75.00 to PLN 74.00, citing updated assumptions for growth, profitability, and a higher projected P/E multiple following recent downgrades from several firms. Analyst Commentary Recent research has highlighted a more cautious tone around Modivo, with several bearish analysts revisiting their assumptions and trimming expectations.Actualización de narrativa • May 06
MDV: Reset Expectations And Sticky Clients Will Support Future Earnings Quality
Analysts have trimmed their price target on Modivo to PLN 131.64 from PLN 138.18, citing updated assumptions around revenue growth, profit margins and future P/E multiples following recent downgrades from several brokers. Analyst Commentary Bullish Takeaways Bullish analysts highlight that the updated assumptions on revenue growth and margins are now closer to recent broker estimates, which they see as reducing the risk of further large valuation resets.Actualización de narrativa • Apr 22
MDV: Data Moat And Sticky Clients Will Support Future Earnings Quality
Analysts have trimmed their price target on Modivo from PLN 143.64 to PLN 138.18. This change reflects updated fair value estimates based on slightly higher discount rate assumptions and a modestly lower future P/E.Actualización de narrativa • Apr 08
MDV: Mature High Margin Platform Profile Will Support Future Upside Potential
Narrative Update on Modivo Analysts have reset their price target for Modivo from PLN254.60 to PLN228.75, citing updated assumptions for discount rate, revenue growth, profit margin and a lower future P/E multiple in line with how maturing, high margin platforms are being framed in recent research. Analyst Commentary Bullish analysts looking at Modivo are framing it against peers that already operate at scale with strong profitability, similar to how large platforms in other sectors generate more than $1b in revenue with roughly 40% margins while growth slows as they mature.Actualización de narrativa • Mar 25
MDV: Data Moat And Sticky Clients Will Support Future Margin Quality
Analysts have revised their price target on Modivo to PLN 143.64 from PLN 181.31. This reflects updated assumptions around fair value, discount rate, growth, profitability and future P/E.Actualización de narrativa • Mar 10
MDV: Higher Risk Assumptions And Lower P E Multiple Will Restrain Upside
Analysts have reduced their price target for Modivo from PLN 91.70 to PLN 75.00. This change reflects updated assumptions around fair value, discount rate, revenue growth, profit margins and future P/E multiples.Actualización de narrativa • Feb 23
MDV: Slower AI And Automation Uptake Will Cap Future Share Price Upside
Analysts have trimmed their PLN price target for Modivo slightly to reflect a fair value adjustment from PLN 92.00 to about PLN 91.70, balancing marginally higher revenue growth assumptions with slightly lower profit margin and P/E expectations. Analyst Commentary Recent valuation work on Modivo points to a more cautious tone among some bearish analysts, who are stressing that even small changes in assumptions on margins and P/E can meaningfully influence perceived upside.Actualización de narrativa • Feb 09
CCC: Data Moat And Sticky Clients Will Support Future Upside Potential
Analysts have trimmed their price target on CCC, cutting Fair Value by about US$28 to US$254.60 as they factor in more modest revenue growth, lower profit margins despite roughly 40% historical levels cited in recent research, and a higher future P/E multiple that reflects both CCC's maturing core auto insurance and claims business and tempered expectations for incremental upside from AI and casualty opportunities. Analyst Commentary Recent Street research paints a mixed but constructive picture for CCC, with views ranging from cautious to optimistic on how the company can translate its existing scale in auto insurance and claims into future growth.Artículo de análisis • Feb 04
We Think CCC (WSE:CCC) Can Stay On Top Of Its Debt
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Actualización de narrativa • Jan 26
CCC: Slower AI Adoption Will Restrain Future Upside Despite Depressed Share Price
Narrative Update on CCC Intelligent Solutions (CCC) The analyst price target for CCC has shifted to align more closely with recent Street views around maturing core growth, slower-than-expected AI adoption and already recognized casualty opportunities. The revised fair value has moved from about $139.68 to $92.00 as analysts factor in updated assumptions for growth, margins and future P/E.Artículo de análisis • Jan 22
Is Now The Time To Put CCC (WSE:CCC) On Your Watchlist?
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Actualización de narrativa • Jan 11
CCC: Data Moat And Sticky Clients Will Support Margin Expansion Outlook
Narrative Update on CCC Analysts have nudged their price target for CCC slightly higher to US$181.31 from US$181.28, reflecting continued confidence in its data moat, sticky client base, and inclusion among selected best ideas for 2026. Assumptions for growth, margins, and future P/E are being kept broadly unchanged.Actualización de narrativa • Dec 24
CCC: Future Upside Seen As Modest Margin Pressure Fails To Derail Outlook
Analysts have modestly reduced their price target on CCC to approximately $181 from about $190 per share. This reflects slightly lower long term margin expectations that more than offset a small uptick in projected revenue growth and a marginally lower discount rate.Actualización de narrativa • Dec 10
CCC: Future Returns Will Improve As Revenue Outpaces Compressed Profit Margins
Analysts have reduced their price target on CCC from approximately 221.75 dollars to 189.78 dollars, citing higher required returns and a more cautious view on future profitability, despite slightly stronger revenue growth expectations. Valuation Changes Fair Value: reduced significantly from 221.75 PLN to 189.78 PLN, reflecting a more conservative assessment of CCC's intrinsic worth.Artículo de análisis • Dec 05
Shareholders Shouldn’t Be Too Comfortable With CCC's (WSE:CCC) Strong Earnings
Even though CCC S.A. ( WSE:CCC ) posted strong earnings recently, the stock hasn't reacted in a large way. We looked...Actualización de narrativa • Nov 26
CCC: Future Earnings Will Rise With Higher Profit Margins And Lower P/E Ratio
Analysts have modestly decreased their price target for CCC to $221.75, citing a minor adjustment to profit margin expectations and future price-to-earnings estimates. Valuation Changes Consensus Analyst Price Target remains unchanged at PLN 221.75.Artículo de análisis • Nov 26
CCC S.A. (WSE:CCC) Shares Could Be 26% Below Their Intrinsic Value Estimate
Key Insights CCC's estimated fair value is zł183 based on 2 Stage Free Cash Flow to Equity CCC is estimated to be 26...Artículo de análisis • Nov 12
CCC S.A.'s (WSE:CCC) Business Is Yet to Catch Up With Its Share Price
With a median price-to-earnings (or "P/E") ratio of close to 13x in Poland, you could be forgiven for feeling...Actualización de narrativa • Nov 10
CCC: Future Profit Margins Will Drive Stronger Earnings Performance
Analysts have lowered their price target for CCC from $226.75 to $221.75. They cite updated assessments of growth and profitability metrics as the reason for the adjustment.Artículo de análisis • Oct 28
At zł140, Is CCC S.A. (WSE:CCC) Worth Looking At Closely?
While CCC S.A. ( WSE:CCC ) might not have the largest market cap around , it received a lot of attention from a...Artículo de análisis • Oct 13
Here's Why We Think CCC (WSE:CCC) Might Deserve Your Attention Today
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Artículo de análisis • Sep 17
Here's Why CCC (WSE:CCC) Can Manage Its Debt Responsibly
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Artículo de análisis • Aug 10
CCC S.A. (WSE:CCC) Not Flying Under The Radar
WSE:CCC 1 Year Share Price vs Fair Value Explore CCC's Fair Values from the Community and select yours CCC S.A.'s...Artículo de análisis • Jul 28
At zł209, Is It Time To Put CCC S.A. (WSE:CCC) On Your Watch List?
CCC S.A. ( WSE:CCC ), might not be a large cap stock, but it saw a double-digit share price rise of over 10% in the...Artículo de análisis • Jul 13
Here's Why We Think CCC (WSE:CCC) Might Deserve Your Attention Today
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Artículo de análisis • Jun 29
Estimating The Fair Value Of CCC S.A. (WSE:CCC)
Key Insights Using the 2 Stage Free Cash Flow to Equity, CCC fair value estimate is zł196 Current share price of zł203...Artículo de análisis • May 24
CCC (WSE:CCC) Has A Pretty Healthy Balance Sheet
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Artículo de análisis • May 06
Investors Shouldn't Be Too Comfortable With CCC's (WSE:CCC) Earnings
Last week's profit announcement from CCC S.A. ( WSE:CCC ) was underwhelming for investors, despite headline numbers...Artículo de análisis • Apr 18
At zł229, Is CCC S.A. (WSE:CCC) Worth Looking At Closely?
CCC S.A. ( WSE:CCC ), is not the largest company out there, but it received a lot of attention from a substantial price...Artículo de análisis • Apr 03
CCC S.A.'s (WSE:CCC) 28% Share Price Surge Not Quite Adding Up
CCC S.A. ( WSE:CCC ) shares have had a really impressive month, gaining 28% after a shaky period beforehand. The annual...Artículo de análisis • Mar 13
Calculating The Fair Value Of CCC S.A. (WSE:CCC)
Key Insights The projected fair value for CCC is zł197 based on 2 Stage Free Cash Flow to Equity CCC's zł184 share...Artículo de análisis • Jan 24
We Think CCC (WSE:CCC) Can Stay On Top Of Its Debt
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Nueva narrativa • Dec 23
HalfPrice Expansion And Reebok Licensing Strategy Will Boost Revenue And Profitability
Expansion in new markets and focus on omnichannel strategy, including a large retail space launch, could significantly boost revenue.Artículo de análisis • Dec 01
Earnings Beat: CCC S.A. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
Shareholders might have noticed that CCC S.A. ( WSE:CCC ) filed its third-quarter result this time last week. The early...Artículo de análisis • Nov 29
Investors Still Waiting For A Pull Back In CCC S.A. (WSE:CCC)
When close to half the companies in the Specialty Retail industry in Poland have price-to-sales ratios (or "P/S") below...Artículo de análisis • Nov 09
Estimating The Intrinsic Value Of CCC S.A. (WSE:CCC)
Key Insights The projected fair value for CCC is zł165 based on 2 Stage Free Cash Flow to Equity CCC's zł181 share...Artículo de análisis • Sep 05
Here's Why CCC (WSE:CCC) Has A Meaningful Debt Burden
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Artículo de análisis • Aug 18
Potential Upside For CCC S.A. (WSE:CCC) Not Without Risk
With a median price-to-sales (or "P/S") ratio of close to 0.8x in the Specialty Retail industry in Poland, you could be...Artículo de análisis • Jul 31
A Look At The Fair Value Of CCC S.A. (WSE:CCC)
Key Insights The projected fair value for CCC is zł141 based on 2 Stage Free Cash Flow to Equity Current share price of...Artículo de análisis • Jun 19
There May Be Underlying Issues With The Quality Of CCC's (WSE:CCC) Earnings
Investors were disappointed with CCC S.A.'s ( WSE:CCC ) earnings, despite the strong profit numbers. We did some...Artículo de análisis • May 21
We Think CCC (WSE:CCC) Can Stay On Top Of Its Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Rentabilidad de los accionistas
| MDV | PL Specialty Retail | Mercado PL | |
|---|---|---|---|
| 7D | 2.6% | 2.5% | 2.3% |
| 1Y | -48.9% | -31.5% | 27.7% |
Rentabilidad vs. Industria: Los resultados de MDV fueron inferiores a los de la industria Polish Specialty Retail, que obtuvo un rendimiento del -31.5% el año pasado.
Rentabilidad vs. Mercado: MDV obtuvo unos resultados inferiores a los del mercado Polish, que fueron del 27.7% el año pasado.
Volatilidad de los precios
| MDV volatility | |
|---|---|
| MDV Average Weekly Movement | 6.9% |
| Specialty Retail Industry Average Movement | 6.1% |
| Market Average Movement | 5.1% |
| 10% most volatile stocks in PL Market | 10.4% |
| 10% least volatile stocks in PL Market | 3.0% |
Precio estable de las acciones: MDV no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado Polish.
Volatilidad a lo largo del tiempo: La volatilidad semanal de MDV (7%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 2004 | n/a | Dariusz Milek | modivogroup.com |
CCC S.A. opera en el sector del calzado en Polonia, Europa Central y Oriental y Europa Occidental. Opera a través de los segmentos CCC Omnichannel Sales, HalfPrice Omnichannel Sales, Eobuwie Omnichannel Sales, MODIVO Omnichannel Sales y DeeZee Sales. La empresa vende y distribuye calzado, ropa, bolsos, accesorios para el cuidado del calzado y pequeños accesorios de vestir a través de sus tiendas offline y canales online.
Resumen de fundamentos de Modivo S.A.
| Estadísticas fundamentales de MDV | |
|---|---|
| Capitalización bursátil | zł8.32b |
| Beneficios(TTM) | -zł81.70m |
| Ingresos (TTM) | zł10.99b |
0.8x
Ratio precio-ventas (PS)-101.8x
Ratio precio-beneficio (PE)¿Está MDV sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de MDV | |
|---|---|
| Ingresos | zł10.99b |
| Coste de los ingresos | zł5.73b |
| Beneficio bruto | zł5.26b |
| Otros gastos | zł5.34b |
| Beneficios | -zł81.70m |
Últimos beneficios comunicados
Apr 30, 2026
Próxima fecha de beneficios
Oct 01, 2026
| Beneficios por acción (BPA) | -0.98 |
| Margen bruto | 47.88% |
| Margen de beneficio neto | -0.74% |
| Ratio deuda/patrimonio | 103.6% |
¿Cómo se ha desempeñado MDV a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/10 07:46 |
| Precio de las acciones al final del día | 2026/07/10 00:00 |
| Beneficios | 2026/04/30 |
| Ingresos anuales | 2026/01/31 |
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.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* 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 contamos con 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
Modivo S.A. está cubierta por 22 analistas. 8 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.
| Analista | Institución |
|---|---|
| Beata Szparaga-Wasniewska | Biuro maklerskie mBanku |
| Ilya Ogorodnikov | BofA Global Research |
| Rafal Wiatr | Citigroup Inc |