Modivo S.A.

Report azionario WSE:MDV

Capitalizzazione di mercato: zł6.8b

Modivo Dividendi e riacquisti

Criteri Dividendo verificati 0/6

Modivo al momento non paga dividendi.

Informazioni chiave

0%

Rendimento del dividendo

-22.6%

Rendimento del riacquisto

Rendimento totale per gli azionisti-22.6%
Rendimento futuro dei dividendi5.3%
Crescita dei dividendin/a
Prossima data di pagamento dei dividendin/a
Data di stacco del dividendon/a
Dividendo per azionen/a
Rapporto di remunerazione0%

Aggiornamenti recenti su dividendi e riacquisti

Nessun aggiornamento

Recent updates

Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
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Nuova narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi Mar 20

Estimating The Fair Value Of CCC S.A. (WSE:CCC)

Key Insights The projected fair value for CCC is zł85.66 based on 2 Stage Free Cash Flow to Equity Current share price...
Articolo di analisi Feb 24

CCC S.A. (WSE:CCC) Stock Rockets 25% But Many Are Still Ignoring The Company

CCC S.A. ( WSE:CCC ) shares have continued their recent momentum with a 25% gain in the last month alone. The last...
Articolo di analisi Feb 10

CCC (WSE:CCC) Has Debt But No Earnings; Should You Worry?

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

Stabilità e crescita dei pagamenti

Recupero dei dati sui dividendi

Dividendo stabile: Dati insufficienti per determinare se i dividendi per azione di MDV siano rimasti stabili in passato.

Dividendo in crescita: Dati insufficienti per determinare se i pagamenti dei dividendi di MDV siano aumentati.


Rendimento dei dividendi rispetto al mercato

Modivo Rendimento dei dividendi rispetto al mercato
Come si colloca il rendimento da dividendo di MDV rispetto al mercato?
SegmentoRendimento dei dividendi
Azienda (MDV)0%
Fondo del 25% del mercato (PL)2.7%
Top 25% del mercato (PL)7.3%
Media del settore (Specialty Retail)3.5%
Analista previsionale (MDV) (fino a 3 anni)5.3%

Dividendo notevole: Impossibile valutare il rendimento dei dividendi di MDV rispetto al 25% inferiore dei pagatori di dividendi, poiché la società non ha segnalato alcun pagamento recente.

Dividendo elevato: Impossibile valutare il rendimento dei dividendi di MDV rispetto al 25% dei maggiori pagatori di dividendi, poiché la società non ha segnalato alcun pagamento recente.


Distribuzione degli utili agli azionisti

Copertura degli utili: MDV non sta pagando un dividendo degno di nota per il mercato Polish.


Pagamenti in contanti agli azionisti

Copertura del flusso di cassa: Impossibile calcolare la sostenibilità dei dividendi poiché MDV non ha segnalato alcun pagamento.


Scoprire le società che pagano dividendi forti

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/22 00:50
Prezzo dell'azione a fine giornata2026/05/22 00:00
Utili2025/10/31
Utili annuali2025/01/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Modivo S.A. è coperta da 26 analisti. 8 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Kamil KliszczBiuro maklerskie mBanku
Janusz PietaBiuro maklerskie mBanku
Ilya OgorodnikovBofA Global Research