PlaySide Studios Limited

ASX:PLY Rapport sur les actions

Capitalisation boursière : AU$108.9m

PlaySide Studios Résultats passés

Passé contrôle des critères 2/6

PlaySide Studios a connu une croissance annuelle moyenne de ses bénéfices de 4.4%, tandis que le secteur Entertainment a vu ses bénéfices augmenter de en hausse à 15% par an. Les revenus ont augmenté de en hausse à un taux moyen de 26.7% par an. Le rendement des capitaux propres de PlaySide Studios est 2.1% et ses marges nettes sont de 2.8%.

Informations clés

4.35%

Taux de croissance des bénéfices

8.65%

Taux de croissance du BPA

Entertainment Croissance de l'industrie19.58%
Taux de croissance des recettes26.65%
Rendement des fonds propres2.07%
Marge nette2.85%
Dernière mise à jour des bénéfices31 Dec 2025

Mises à jour récentes des performances passées

Recent updates

Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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).
Mise à jour du récit 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).
Nouveau récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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).
Mise à jour du récit 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).
Mise à jour du récit 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.
Nouveau récit 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.
Mise à jour du récit 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).
Mise à jour du récit 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).
Mise à jour du récit 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.
Article d’analyse 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...
Article d’analyse 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...
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Nouveau récit 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.
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...

Ventilation des recettes et des dépenses

Comment PlaySide Studios gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.


Historique des gains et des recettes

ASX:PLY Recettes, dépenses et bénéfices (AUD Millions )
DateRecettesLes revenusDépenses G+ADépenses de R&D
31 Dec 25411460
30 Sep 2545-5520
30 Jun 2549-12590
31 Mar 2553-8570
31 Dec 2457-3560
30 Sep 24614520
30 Jun 246511490
31 Mar 24619470
31 Dec 23587450
30 Sep 23480420
30 Jun 2338-7400
31 Mar 2337-4370
31 Dec 22360330
30 Sep 22332280
30 Jun 22295230
31 Mar 22220210
31 Dec 2115-4190
30 Sep 2113-5180
30 Jun 2111-6170
31 Mar 2110-4140
31 Dec 209-2110
30 Sep 208-190
30 Jun 207070
30 Jun 194040
30 Jun 185230

Des revenus de qualité: PLY a un niveau élevé de bénéfices non monétaires.

Augmentation de la marge bénéficiaire: PLY est devenu rentable dans le passé.


Analyse des flux de trésorerie disponibles par rapport aux bénéfices


Analyse de la croissance passée des bénéfices

Tendance des revenus: PLY est devenue rentable au cours des 5 dernières années, augmentant ses bénéfices de 4.4% par an.

Accélération de la croissance: PLY est devenu rentable au cours de l'année dernière, ce qui rend le taux de croissance des bénéfices difficile à comparer à sa moyenne sur 5 ans.

Bénéfices par rapport au secteur d'activité: PLY est devenue rentable au cours de l'année dernière, ce qui rend difficile la comparaison de sa croissance des bénéfices de l'année écoulée avec celle du secteur Entertainment ( 12.3% ).


Rendement des fonds propres

ROE élevé: Le retour sur capitaux propres de PLY ( 2.1% ) est considéré comme faible.


Rendement des actifs


Rendement des capitaux employés


Découvrir des entreprises performantes dans le passé

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/22 17:46
Cours de l'action en fin de journée2026/05/22 00:00
Les revenus2025/12/31
Revenus annuels2025/06/30

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

PlaySide Studios Limited est couverte par 3 analystes. 2 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

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