Modivo Crescita futura
Criteri Future verificati 4/6
Modivo prevede che gli utili e i ricavi cresceranno rispettivamente di 52.8% e 8.2% all'anno. Si prevede che l'EPS crescerà di 67.2% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 14.2% in 3 anni.
Informazioni chiave
52.8%
Tasso di crescita degli utili
67.20%
Tasso di crescita dell'EPS
| Specialty Retail crescita degli utili | 11.7% |
| Tasso di crescita dei ricavi | 8.2% |
| Rendimento futuro del capitale proprio | 14.24% |
| Copertura analitica | Good |
| Ultimo aggiornamento | 10 Sep 2026 |
Aggiornamenti recenti sulla crescita futura
Recent updates
Aggiornamento narrativa • Sep 10
MDV: Higher Future P/E Will Support Earnings Quality Going Forward
Analysts have trimmed their price target for Modivo to PLN 97.88 from PLN 105.50, citing updated assumptions for revenue growth, profit margins, the discount rate and the future P/E multiple. What’s in the News for Modivo No recent Modivo specific news items were identified from the provided primary news sources as of 8 Sep 2026.Aggiornamento narrativa • Aug 03
MDV: Higher Future P/E And Cost Discipline Will Support Earnings Quality
Analysts have cut their price target for Modivo to about PLN 105.50 from roughly PLN 113.30, as they factor in updated views on revenue growth, profit margins and a higher assumed future P/E multiple, echoing recent cautious Street research. What’s in the News for Modivo Analyst community updates on Modivo now reflect a price target of about PLN 105.50, compared with roughly PLN 113.30 previously, based on revised assumptions for revenue, margins and P/E multiples.
Aggiornamento narrativa • Jul 20
MDV: Margin Reset And Richer P E Multiple Will Pressure Returns
Analysts have lowered the Modivo 12 month price target from PLN 74.00 to PLN 56.70, citing updated assumptions on profit margins and a higher future P/E multiple following several recent downgrades in Street research. Analyst Commentary Recent research on Modivo points to a more cautious stance, with several bearish analysts reassessing their assumptions around profitability and what investors are willing to pay for the stock.
Aggiornamento 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.Aggiornamento 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.Articolo di analisi • 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...Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.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 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.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 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.Aggiornamento 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.Aggiornamento 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.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 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.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 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.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...
Nuova 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.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...Previsioni di crescita degli utili e dei ricavi
| Data | Ricavi | Utili | Flusso di cassa libero | Liquidità dell'operazione | Avg. Numero di analisti |
|---|---|---|---|---|---|
| 1/31/2029 | 14,533 | 514 | 962 | 1,754 | 6 |
| 1/31/2028 | 13,600 | 491 | 913 | 1,574 | 8 |
| 1/31/2027 | 12,143 | 244 | 535 | 1,362 | 7 |
| 4/30/2026 | 10,989 | -82 | 764 | 1,600 | N/A |
| 1/31/2026 | 10,896 | 22 | 448 | 1,260 | N/A |
| 10/31/2025 | 10,814 | 730 | 834 | 1,596 | N/A |
| 7/31/2025 | 10,610 | 767 | 927 | 1,609 | N/A |
| 4/30/2025 | 10,319 | 961 | 471 | 1,090 | N/A |
| 1/31/2025 | 10,235 | 925 | 835 | 1,312 | N/A |
| 10/31/2024 | 10,143 | 533 | 616 | 994 | N/A |
| 7/31/2024 | 9,802 | 383 | 249 | 543 | N/A |
| 4/30/2024 | 9,638 | 143 | 430 | 726 | N/A |
| 1/31/2024 | 9,440 | -56 | 496 | 821 | N/A |
| 10/31/2023 | 9,361 | -201 | 749 | 1,093 | N/A |
| 7/31/2023 | 9,352 | -271 | 454 | 869 | N/A |
| 4/30/2023 | 9,305 | -352 | 512 | 999 | N/A |
| 1/31/2023 | 9,123 | -375 | 86 | 541 | N/A |
| 10/31/2022 | 8,714 | -415 | -16 | 445 | N/A |
| 7/31/2022 | 8,348 | -344 | -120 | 312 | N/A |
| 4/30/2022 | 8,004 | -266 | -391 | -43 | N/A |
| 1/31/2022 | 7,542 | -248 | -263 | 50 | N/A |
| 4/30/2021 | 5,853 | -1,109 | -237 | -48 | N/A |
| 1/31/2021 | 5,205 | -912 | -248 | -57 | N/A |
| 9/30/2020 | 5,238 | -593 | -7 | 322 | N/A |
| 6/30/2020 | 5,131 | -549 | -65 | 200 | N/A |
| 3/31/2020 | 5,398 | -104 | N/A | 898 | N/A |
| 12/31/2019 | 5,403 | 96 | N/A | 987 | N/A |
| 9/30/2019 | 5,410 | 101 | N/A | 1,064 | N/A |
| 6/30/2019 | 5,254 | 85 | N/A | 1,110 | N/A |
| 3/31/2019 | 5,005 | 226 | N/A | 1,042 | N/A |
| 12/31/2018 | 4,726 | 226 | N/A | 996 | N/A |
| 9/30/2018 | 4,227 | 319 | N/A | 811 | N/A |
| 6/30/2018 | 4,021 | 375 | N/A | 569 | N/A |
| 3/31/2018 | 3,876 | 288 | N/A | 157 | N/A |
| 12/31/2017 | 3,938 | 347 | N/A | 78 | N/A |
| 9/30/2017 | 3,960 | 77 | N/A | 102 | N/A |
| 6/30/2017 | 3,637 | 46 | N/A | 1 | N/A |
| 3/31/2017 | 3,376 | 30 | N/A | 62 | N/A |
| 12/31/2016 | 3,185 | 51 | N/A | 175 | N/A |
| 9/30/2016 | 2,814 | 232 | N/A | 129 | N/A |
| 6/30/2016 | 2,662 | 257 | N/A | 334 | N/A |
| 3/31/2016 | 2,404 | 227 | N/A | 197 | N/A |
| 12/31/2015 | 2,307 | 259 | N/A | 325 | N/A |
| 9/30/2015 | 2,232 | 455 | N/A | 242 | N/A |
Previsioni di crescita futura degli analisti
Guadagni vs tasso di risparmio: Si prevede che MDV diventerà redditizio nei prossimi 3 anni, il che è considerato una crescita più rapida del tasso di risparmio ( 5.5% ).
Guadagni vs Mercato: Si prevede che MDV diventerà redditizia nei prossimi 3 anni, il che è considerato una crescita superiore alla media del mercato.
Guadagni ad alta crescita: Si prevede MDV diventerà redditizia nei prossimi 3 anni.
Ricavi vs Mercato: Si prevede che il fatturato di MDV ( 8.2% all'anno) crescerà più rapidamente del mercato Polish ( 4.9% all'anno).
Ricavi ad alta crescita: Si prevede che il fatturato di MDV ( 8.2% all'anno) crescerà più lentamente di 20% all'anno.
Previsioni di crescita dell'utile per azione
Rendimento futuro del capitale proprio
ROE futuro: Si prevede che il Return on Equity di MDV sarà basso tra 3 anni ( 14.2 %).
Scoprire le aziende in crescita
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/09/17 06:59 |
| Prezzo dell'azione a fine giornata | 2026/09/17 00:00 |
| Utili | 2026/04/30 |
| Utili annuali | 2026/01/31 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* 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 delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il 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 23 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.
| Analista | Istituzione |
|---|---|
| Beata Szparaga-Wasniewska | Biuro maklerskie mBanku |
| Janusz Pieta | Biuro maklerskie mBanku |
| Ilya Ogorodnikov | BofA Global Research |