View ValuationBenefit Systems 将来の成長Future 基準チェック /46Benefit Systems利益と収益がそれぞれ年間17.5%と13.7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に31.4% 12.8%なると予測されています。主要情報17.5%収益成長率12.83%EPS成長率Professional Services 収益成長11.4%収益成長率13.7%将来の株主資本利益率31.44%アナリストカバレッジLow最終更新日17 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesReported Earnings • May 20First quarter 2026 earnings released: EPS: zł69.68 (vs zł18.99 in 1Q 2025)First quarter 2026 results: EPS: zł69.68 (up from zł18.99 in 1Q 2025). Revenue: zł1.38b (up 45% from 1Q 2025). Net income: zł229.6m (up 305% from 1Q 2025). Profit margin: 17% (up from 6.0% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 18Benefit Systems S.A., Annual General Meeting, Jun 10, 2026Benefit Systems S.A., Annual General Meeting, Jun 10, 2026, at 11:00 Central European Standard Time.お知らせ • May 14Benefit Systems S.A. announces Annual dividend, payable on September 25, 2026Benefit Systems S.A. announced Annual dividend of PLN 100.0000 per share payable on September 25, 2026, ex-date on September 04, 2026 and record date on September 07, 2026.お知らせ • Jan 30Benefit Systems S.A. to Report Fiscal Year 2025 Results on Mar 20, 2026Benefit Systems S.A. announced that they will report fiscal year 2025 results on Mar 20, 2026お知らせ • May 23Benefit Systems S.A., Annual General Meeting, Jun 17, 2025Benefit Systems S.A., Annual General Meeting, Jun 17, 2025.お知らせ • Jan 17+ 3 more updatesBenefit Systems S.A. to Report First Half, 2025 Results on Aug 22, 2025Benefit Systems S.A. announced that they will report first half, 2025 results on Aug 22, 2025Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: zł45.30 (vs zł39.33 in 3Q 2023)Third quarter 2024 results: EPS: zł45.30 (up from zł39.33 in 3Q 2023). Revenue: zł835.9m (up 21% from 3Q 2023). Net income: zł134.0m (up 16% from 3Q 2023). Profit margin: 16% (in line with 3Q 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 52% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 06Upcoming dividend of zł135 per shareEligible shareholders must have bought the stock before 13 September 2024. Payment date: 25 November 2024. Payout ratio is on the higher end at 87%, however this is supported by cash flows. Trailing yield: 5.2%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.3%).Reported Earnings • Aug 22Second quarter 2024 earnings released: EPS: zł36.82 (vs zł44.13 in 2Q 2023)Second quarter 2024 results: EPS: zł36.82 (down from zł44.13 in 2Q 2023). Revenue: zł844.8m (up 21% from 2Q 2023). Net income: zł108.9m (down 16% from 2Q 2023). Profit margin: 13% (down from 19% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has only increased by 55% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €643, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 16x in the Professional Services industry in Europe. Total returns to shareholders of 319% over the past three years.お知らせ • Aug 15Benefit Systems S.A. (WSE:BFT) agreed to acquire ARTIS Welness Club.Benefit Systems S.A. (WSE:BFT) agreed to acquire ARTIS Welness Club on August 14, 2024. The transaction is subject to approval of merger agreement by target board, approval of offer by acquirer shareholders, approval of offer by acquirer board and approval of offer by target shareholders.お知らせ • May 31Benefit Systems S.A., Annual General Meeting, Jun 28, 2024Benefit Systems S.A., Annual General Meeting, Jun 28, 2024, at 11:00 Central European Standard Time.Declared Dividend • May 30Dividend of zł135 announcedShareholders will receive a dividend of zł135. Ex-date: 13th September 2024 Payment date: 25th November 2024 Dividend yield will be 20%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • May 17First quarter 2024 earnings released: EPS: zł31.20 (vs zł17.85 in 1Q 2023)First quarter 2024 results: EPS: zł31.20 (up from zł17.85 in 1Q 2023). Revenue: zł801.1m (up 28% from 1Q 2023). Net income: zł92.1m (up 76% from 1Q 2023). Profit margin: 12% (up from 8.4% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 113% per year but the company’s share price has only increased by 51% per year, which means it is significantly lagging earnings growth.お知らせ • May 01Benefit Systems S.A. to Report First Half, 2024 Results on Aug 21, 2024Benefit Systems S.A. announced that they will report first half, 2024 results on Aug 21, 2024Reported Earnings • Mar 24Full year 2023 earnings released: EPS: zł149 (vs zł47.08 in FY 2022)Full year 2023 results: EPS: zł149 (up from zł47.08 in FY 2022). Revenue: zł2.77b (up 45% from FY 2022). Net income: zł439.6m (up 218% from FY 2022). Profit margin: 16% (up from 7.2% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Professional Services industry in Europe.Valuation Update With 7 Day Price Move • Jan 13Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €522, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 16x in the Professional Services industry in Europe. Total returns to shareholders of 225% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €946 per share.お知らせ • Jan 12+ 1 more updateBenefit Systems S.A. to Report Fiscal Year 2023 Results on Apr 30, 2024Benefit Systems S.A. announced that they will report fiscal year 2023 results on Apr 30, 2024お知らせ • Jan 10+ 3 more updatesBenefit Systems S.A. to Report First Half, 2024 Results on Aug 21, 2024Benefit Systems S.A. announced that they will report first half, 2024 results on Aug 21, 2024Valuation Update With 7 Day Price Move • Nov 29Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €455, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Professional Services industry in Europe. Total returns to shareholders of 234% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €833 per share.Reported Earnings • Nov 17Third quarter 2023 earnings released: EPS: zł39.32 (vs zł11.73 in 3Q 2022)Third quarter 2023 results: EPS: zł39.32 (up from zł11.73 in 3Q 2022). Revenue: zł693.9m (up 43% from 3Q 2022). Net income: zł115.4m (up 235% from 3Q 2022). Profit margin: 17% (up from 7.1% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Professional Services industry in Europe.お知らせ • Oct 20Benefit Systems Intends to Merge with FocuslyActing on the basis of Art. 504 §1 of the Polish Commercial Companies Code (hereinafter, the "CCC") in conjunction with Article 402 §2 of the CCC and Article 402 §1 of the CCC, the Management Board of Benefit Systems S.A. (WSE:BFT) with its registered seat in Warsaw (the "Issuer" or the "Company"), hereby for the first time announced the intention to merge the Issuer (as the acquiring company) with Focusly sp. z o.o. with its registered seat in Warsaw (the "Target Company"). The merger plan, agreed upon by the merging companies on 13 October 2023. In the coming weeks, the Company will convene an Extraordinary General Meeting of the Company, during which a resolution on the merger of the Issuer and the Target Company will be adopted.Valuation Update With 7 Day Price Move • Oct 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €407, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Professional Services industry in Europe. Total returns to shareholders of 247% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €803 per share.お知らせ • Aug 24Benefit Systems S.A. Appoints Marcin Fojudzki as Member of the Management Board, Effective from September 6, 2023The supervisory board of Benefit Systems passed a resolution to appoint Marcin Fojudzki as the new member of the management board of the company, effective from September 6. His experience includes senior positions related to finance at Eurocash Group, among others.Reported Earnings • Aug 18Second quarter 2023 earnings released: EPS: zł44.14 (vs zł10.77 in 2Q 2022)Second quarter 2023 results: EPS: zł44.14 (up from zł10.77 in 2Q 2022). Revenue: zł697.5m (up 52% from 2Q 2022). Net income: zł129.5m (up 310% from 2Q 2022). Profit margin: 19% (up from 6.9% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Professional Services industry in Europe.New Risk • Jul 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.6% average weekly change).Buying Opportunity • Jun 29Now 21% undervaluedOver the last 90 days, the stock is up 37%. The fair value is estimated to be €411, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 62%. Revenue is forecast to grow by 55% in 2 years. Earnings is forecast to grow by 74% in the next 2 years.Buying Opportunity • Jun 12Now 21% undervaluedOver the last 90 days, the stock is up 45%. The fair value is estimated to be €403, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 62%. Revenue is forecast to grow by 52% in 2 years. Earnings is forecast to grow by 67% in the next 2 years.New Risk • Jun 12New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.8% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.お知らせ • Jun 04Benefit Systems S.A., Annual General Meeting, Jun 29, 2023Benefit Systems S.A., Annual General Meeting, Jun 29, 2023, at 11:00 Central European Standard Time.Valuation Update With 7 Day Price Move • May 24Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €311, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Professional Services industry in Europe. Total returns to shareholders of 164% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €424 per share.Reported Earnings • Mar 25Full year 2022 earnings released: EPS: zł47.08 (vs zł8.86 loss in FY 2021)Full year 2022 results: EPS: zł47.08 (up from zł8.86 loss in FY 2021). Revenue: zł1.91b (up 100% from FY 2021). Net income: zł138.1m (up zł163.3m from FY 2021). Profit margin: 7.2% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Professional Services industry in Europe.Valuation Update With 7 Day Price Move • Mar 08Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €202, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 17x in the Professional Services industry in Europe. Total returns to shareholders of 97% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €145 per share.お知らせ • Jan 03+ 3 more updatesBenefit Systems S.A. to Report Q3, 2023 Results on Nov 15, 2023Benefit Systems S.A. announced that they will report Q3, 2023 results on Nov 15, 2023お知らせ • Dec 16Benefit Systems S.A. Recommends New Dividend PolicyBenefit Systems aims to recommend a dividend payout of at least 60% of its consolidated net profit each year, new dividend policy for the period 2023-2025. The previous policy for 2020-2023 assumed at least 50% consolidated net profit earmarked for a dividend payout.Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: zł11.72 (vs zł3.55 loss in 3Q 2021)Third quarter 2022 results: EPS: zł11.72 (up from zł3.55 loss in 3Q 2021). Revenue: zł485.4m (up 63% from 3Q 2021). Net income: zł34.4m (up zł44.4m from 3Q 2021). Profit margin: 7.1% (up from net loss in 3Q 2021). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Professional Services industry in Europe.Valuation Update With 7 Day Price Move • Aug 23Investor sentiment improved over the past weekAfter last week's 16% share price gain to €142, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 16x in the Professional Services industry in Europe. Total loss to shareholders of 9.4% over the past year.Reported Earnings • Aug 18Second quarter 2022 earnings released: EPS: zł10.78 (vs zł3.70 in 2Q 2021)Second quarter 2022 results: EPS: zł10.78 (up from zł3.70 in 2Q 2021). Revenue: zł459.6m (up 155% from 2Q 2021). Net income: zł31.6m (up 208% from 2Q 2021). Profit margin: 6.9% (up from 5.7% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 21%, compared to a 8.2% growth forecast for the Professional Services industry in Germany.Valuation Update With 7 Day Price Move • Jul 23Investor sentiment improved over the past weekAfter last week's 18% share price gain to €116, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 16x in the Professional Services industry in Europe. Total loss to shareholders of 32% over the past year.Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improved over the past weekAfter last week's 17% share price gain to €113, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the Professional Services industry in Europe. Total loss to shareholders of 41% over the past year.お知らせ • Jul 01Benefit Systems Plans to Merge with Benefit IP SP. Z O.O. and Benefit IP Spólka Z OgraniczonaBenefit Systems S.A. (WSE:BFT) plans to merge with Benefit IP SP. Z O.O. and Benefit IP Spólka Z Ograniczona odpowiedzialnoscia SP.K.Valuation Update With 7 Day Price Move • Jun 17Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €109, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the Professional Services industry in Europe. Total loss to shareholders of 45% over the past year.お知らせ • Jun 07Benefit Systems S.A., Annual General Meeting, Jun 29, 2022Benefit Systems S.A., Annual General Meeting, Jun 29, 2022, at 11:00 Central European Standard Time.Reported Earnings • May 28First quarter 2022 earnings released: EPS: zł2.76 (vs zł17.62 loss in 1Q 2021)First quarter 2022 results: EPS: zł2.76 (up from zł17.62 loss in 1Q 2021). Revenue: zł401.8m (up 308% from 1Q 2021). Net income: zł8.10m (up zł57.0m from 1Q 2021). Profit margin: 2.0% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 35%, compared to a 9.8% growth forecast for the industry in Germany.Reported Earnings • Apr 20Full year 2021 earnings released: zł8.86 loss per share (vs zł36.43 loss in FY 2020)Full year 2021 results: zł8.86 loss per share (up from zł36.43 loss in FY 2020). Revenue: zł954.9m (down 7.6% from FY 2020). Net loss: zł25.1m (loss narrowed 75% from FY 2020). Over the next year, revenue is forecast to grow 92%, compared to a 9.6% growth forecast for the industry in Germany.Reported Earnings • Nov 11Third quarter 2021 earnings releasedThe company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: zł297.3m (down 5.2% from 3Q 2020). Net loss: zł9.97m (down 155% from profit in 3Q 2020).Reported Earnings • Aug 21Second quarter 2021 earnings released: EPS zł3.70 (vs zł14.89 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł180.6m (up 12% from 2Q 2020). Net income: zł10.3m (up zł51.1m from 2Q 2020). Profit margin: 5.7% (up from net loss in 2Q 2020).Reported Earnings • May 30First quarter 2021 earnings released: zł17.62 loss per share (vs zł0.73 profit in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and control over costs. First quarter 2021 results: Revenue: zł98.5m (down 75% from 1Q 2020). Net loss: zł48.9m (down zł51.0m from profit in 1Q 2020).Recent Insider Transactions • May 01Chairman of Supervisory Board recently sold €2.2m worth of stockOn the 28th of April, James Van Bergh sold around 13k shares on-market at roughly €178 per share. This was the largest sale by an insider in the last 3 months. This was James' only on-market trade for the last 12 months.業績と収益の成長予測DB:3ZV - アナリストの将来予測と過去の財務データ ( )PLN Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20287,7051,3191,1201,976312/31/20276,6521,0486671,783412/31/20265,6798835911,77643/31/20264,9557446421,371N/A12/31/20254,5235714801,143N/A9/30/20254,1465264581,028N/A6/30/20253,797448454937N/A3/31/20253,548414497888N/A12/31/20243,397450644962N/A9/30/20243,239478674897N/A6/30/20243,097459698888N/A3/31/20242,950479726903N/A12/31/20232,774440672830N/A9/30/20232,579361613741N/A6/30/20232,370280495621N/A3/31/20232,133182422548N/A12/31/20221,909138317440N/A9/30/20221,72598244352N/A6/30/20221,53753214315N/A3/31/20221,25832188278N/A12/31/2021955-25166241N/A9/30/2021749-12892153N/A6/30/2021765-100116169N/A3/31/2021746-15195142N/A12/31/20201,034-100168222N/A9/30/20201,2852281353N/A6/30/20201,34710284373N/A3/31/20201,55991312416N/A12/31/20191,527105N/A380N/A9/30/20191,432124N/A293N/A6/30/20191,354125N/A211N/A3/31/20191,281109N/A175N/A12/31/20181,209115N/A140N/A9/30/20181,14792N/A142N/A6/30/20181,08997N/A162N/A3/31/20181,02496N/A155N/A12/31/201796588N/A139N/A9/30/201790297N/A145N/A6/30/201784592N/A133N/A3/31/201779486N/A127N/A12/31/201674481N/A121N/A9/30/201670465N/A100N/A6/30/201666257N/A83N/A3/31/201662550N/A85N/A12/31/201558149N/A72N/A9/30/201553746N/A67N/A6/30/201550545N/A66N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 3ZVの予測収益成長率 (年間17.5% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: 3ZVの収益 ( 17.5% ) はGerman市場 ( 17.1% ) よりも速いペースで成長すると予測されています。高成長収益: 3ZVの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 3ZVの収益 ( 13.7% ) German市場 ( 6.8% ) よりも速いペースで成長すると予測されています。高い収益成長: 3ZVの収益 ( 13.7% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 3ZVの 自己資本利益率 は、3年後には高くなると予測されています ( 31.4 %)成長企業の発掘7D1Y7D1Y7D1YCommercial-services 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 09:02終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Benefit Systems S.A. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。11 アナリスト機関Piotr PoniatowskiBiuro maklerskie mBankuPiotr BoguszErste Group Bank AGLukasz JanczakErste Group Bank AG8 その他のアナリストを表示
Reported Earnings • May 20First quarter 2026 earnings released: EPS: zł69.68 (vs zł18.99 in 1Q 2025)First quarter 2026 results: EPS: zł69.68 (up from zł18.99 in 1Q 2025). Revenue: zł1.38b (up 45% from 1Q 2025). Net income: zł229.6m (up 305% from 1Q 2025). Profit margin: 17% (up from 6.0% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 18Benefit Systems S.A., Annual General Meeting, Jun 10, 2026Benefit Systems S.A., Annual General Meeting, Jun 10, 2026, at 11:00 Central European Standard Time.
お知らせ • May 14Benefit Systems S.A. announces Annual dividend, payable on September 25, 2026Benefit Systems S.A. announced Annual dividend of PLN 100.0000 per share payable on September 25, 2026, ex-date on September 04, 2026 and record date on September 07, 2026.
お知らせ • Jan 30Benefit Systems S.A. to Report Fiscal Year 2025 Results on Mar 20, 2026Benefit Systems S.A. announced that they will report fiscal year 2025 results on Mar 20, 2026
お知らせ • May 23Benefit Systems S.A., Annual General Meeting, Jun 17, 2025Benefit Systems S.A., Annual General Meeting, Jun 17, 2025.
お知らせ • Jan 17+ 3 more updatesBenefit Systems S.A. to Report First Half, 2025 Results on Aug 22, 2025Benefit Systems S.A. announced that they will report first half, 2025 results on Aug 22, 2025
Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: zł45.30 (vs zł39.33 in 3Q 2023)Third quarter 2024 results: EPS: zł45.30 (up from zł39.33 in 3Q 2023). Revenue: zł835.9m (up 21% from 3Q 2023). Net income: zł134.0m (up 16% from 3Q 2023). Profit margin: 16% (in line with 3Q 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 52% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 06Upcoming dividend of zł135 per shareEligible shareholders must have bought the stock before 13 September 2024. Payment date: 25 November 2024. Payout ratio is on the higher end at 87%, however this is supported by cash flows. Trailing yield: 5.2%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.3%).
Reported Earnings • Aug 22Second quarter 2024 earnings released: EPS: zł36.82 (vs zł44.13 in 2Q 2023)Second quarter 2024 results: EPS: zł36.82 (down from zł44.13 in 2Q 2023). Revenue: zł844.8m (up 21% from 2Q 2023). Net income: zł108.9m (down 16% from 2Q 2023). Profit margin: 13% (down from 19% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has only increased by 55% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €643, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 16x in the Professional Services industry in Europe. Total returns to shareholders of 319% over the past three years.
お知らせ • Aug 15Benefit Systems S.A. (WSE:BFT) agreed to acquire ARTIS Welness Club.Benefit Systems S.A. (WSE:BFT) agreed to acquire ARTIS Welness Club on August 14, 2024. The transaction is subject to approval of merger agreement by target board, approval of offer by acquirer shareholders, approval of offer by acquirer board and approval of offer by target shareholders.
お知らせ • May 31Benefit Systems S.A., Annual General Meeting, Jun 28, 2024Benefit Systems S.A., Annual General Meeting, Jun 28, 2024, at 11:00 Central European Standard Time.
Declared Dividend • May 30Dividend of zł135 announcedShareholders will receive a dividend of zł135. Ex-date: 13th September 2024 Payment date: 25th November 2024 Dividend yield will be 20%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 17First quarter 2024 earnings released: EPS: zł31.20 (vs zł17.85 in 1Q 2023)First quarter 2024 results: EPS: zł31.20 (up from zł17.85 in 1Q 2023). Revenue: zł801.1m (up 28% from 1Q 2023). Net income: zł92.1m (up 76% from 1Q 2023). Profit margin: 12% (up from 8.4% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 113% per year but the company’s share price has only increased by 51% per year, which means it is significantly lagging earnings growth.
お知らせ • May 01Benefit Systems S.A. to Report First Half, 2024 Results on Aug 21, 2024Benefit Systems S.A. announced that they will report first half, 2024 results on Aug 21, 2024
Reported Earnings • Mar 24Full year 2023 earnings released: EPS: zł149 (vs zł47.08 in FY 2022)Full year 2023 results: EPS: zł149 (up from zł47.08 in FY 2022). Revenue: zł2.77b (up 45% from FY 2022). Net income: zł439.6m (up 218% from FY 2022). Profit margin: 16% (up from 7.2% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Professional Services industry in Europe.
Valuation Update With 7 Day Price Move • Jan 13Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €522, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 16x in the Professional Services industry in Europe. Total returns to shareholders of 225% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €946 per share.
お知らせ • Jan 12+ 1 more updateBenefit Systems S.A. to Report Fiscal Year 2023 Results on Apr 30, 2024Benefit Systems S.A. announced that they will report fiscal year 2023 results on Apr 30, 2024
お知らせ • Jan 10+ 3 more updatesBenefit Systems S.A. to Report First Half, 2024 Results on Aug 21, 2024Benefit Systems S.A. announced that they will report first half, 2024 results on Aug 21, 2024
Valuation Update With 7 Day Price Move • Nov 29Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €455, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Professional Services industry in Europe. Total returns to shareholders of 234% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €833 per share.
Reported Earnings • Nov 17Third quarter 2023 earnings released: EPS: zł39.32 (vs zł11.73 in 3Q 2022)Third quarter 2023 results: EPS: zł39.32 (up from zł11.73 in 3Q 2022). Revenue: zł693.9m (up 43% from 3Q 2022). Net income: zł115.4m (up 235% from 3Q 2022). Profit margin: 17% (up from 7.1% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Professional Services industry in Europe.
お知らせ • Oct 20Benefit Systems Intends to Merge with FocuslyActing on the basis of Art. 504 §1 of the Polish Commercial Companies Code (hereinafter, the "CCC") in conjunction with Article 402 §2 of the CCC and Article 402 §1 of the CCC, the Management Board of Benefit Systems S.A. (WSE:BFT) with its registered seat in Warsaw (the "Issuer" or the "Company"), hereby for the first time announced the intention to merge the Issuer (as the acquiring company) with Focusly sp. z o.o. with its registered seat in Warsaw (the "Target Company"). The merger plan, agreed upon by the merging companies on 13 October 2023. In the coming weeks, the Company will convene an Extraordinary General Meeting of the Company, during which a resolution on the merger of the Issuer and the Target Company will be adopted.
Valuation Update With 7 Day Price Move • Oct 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €407, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Professional Services industry in Europe. Total returns to shareholders of 247% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €803 per share.
お知らせ • Aug 24Benefit Systems S.A. Appoints Marcin Fojudzki as Member of the Management Board, Effective from September 6, 2023The supervisory board of Benefit Systems passed a resolution to appoint Marcin Fojudzki as the new member of the management board of the company, effective from September 6. His experience includes senior positions related to finance at Eurocash Group, among others.
Reported Earnings • Aug 18Second quarter 2023 earnings released: EPS: zł44.14 (vs zł10.77 in 2Q 2022)Second quarter 2023 results: EPS: zł44.14 (up from zł10.77 in 2Q 2022). Revenue: zł697.5m (up 52% from 2Q 2022). Net income: zł129.5m (up 310% from 2Q 2022). Profit margin: 19% (up from 6.9% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Professional Services industry in Europe.
New Risk • Jul 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.6% average weekly change).
Buying Opportunity • Jun 29Now 21% undervaluedOver the last 90 days, the stock is up 37%. The fair value is estimated to be €411, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 62%. Revenue is forecast to grow by 55% in 2 years. Earnings is forecast to grow by 74% in the next 2 years.
Buying Opportunity • Jun 12Now 21% undervaluedOver the last 90 days, the stock is up 45%. The fair value is estimated to be €403, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 62%. Revenue is forecast to grow by 52% in 2 years. Earnings is forecast to grow by 67% in the next 2 years.
New Risk • Jun 12New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.8% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
お知らせ • Jun 04Benefit Systems S.A., Annual General Meeting, Jun 29, 2023Benefit Systems S.A., Annual General Meeting, Jun 29, 2023, at 11:00 Central European Standard Time.
Valuation Update With 7 Day Price Move • May 24Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €311, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Professional Services industry in Europe. Total returns to shareholders of 164% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €424 per share.
Reported Earnings • Mar 25Full year 2022 earnings released: EPS: zł47.08 (vs zł8.86 loss in FY 2021)Full year 2022 results: EPS: zł47.08 (up from zł8.86 loss in FY 2021). Revenue: zł1.91b (up 100% from FY 2021). Net income: zł138.1m (up zł163.3m from FY 2021). Profit margin: 7.2% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Professional Services industry in Europe.
Valuation Update With 7 Day Price Move • Mar 08Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €202, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 17x in the Professional Services industry in Europe. Total returns to shareholders of 97% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €145 per share.
お知らせ • Jan 03+ 3 more updatesBenefit Systems S.A. to Report Q3, 2023 Results on Nov 15, 2023Benefit Systems S.A. announced that they will report Q3, 2023 results on Nov 15, 2023
お知らせ • Dec 16Benefit Systems S.A. Recommends New Dividend PolicyBenefit Systems aims to recommend a dividend payout of at least 60% of its consolidated net profit each year, new dividend policy for the period 2023-2025. The previous policy for 2020-2023 assumed at least 50% consolidated net profit earmarked for a dividend payout.
Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: zł11.72 (vs zł3.55 loss in 3Q 2021)Third quarter 2022 results: EPS: zł11.72 (up from zł3.55 loss in 3Q 2021). Revenue: zł485.4m (up 63% from 3Q 2021). Net income: zł34.4m (up zł44.4m from 3Q 2021). Profit margin: 7.1% (up from net loss in 3Q 2021). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Professional Services industry in Europe.
Valuation Update With 7 Day Price Move • Aug 23Investor sentiment improved over the past weekAfter last week's 16% share price gain to €142, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 16x in the Professional Services industry in Europe. Total loss to shareholders of 9.4% over the past year.
Reported Earnings • Aug 18Second quarter 2022 earnings released: EPS: zł10.78 (vs zł3.70 in 2Q 2021)Second quarter 2022 results: EPS: zł10.78 (up from zł3.70 in 2Q 2021). Revenue: zł459.6m (up 155% from 2Q 2021). Net income: zł31.6m (up 208% from 2Q 2021). Profit margin: 6.9% (up from 5.7% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 21%, compared to a 8.2% growth forecast for the Professional Services industry in Germany.
Valuation Update With 7 Day Price Move • Jul 23Investor sentiment improved over the past weekAfter last week's 18% share price gain to €116, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 16x in the Professional Services industry in Europe. Total loss to shareholders of 32% over the past year.
Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improved over the past weekAfter last week's 17% share price gain to €113, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the Professional Services industry in Europe. Total loss to shareholders of 41% over the past year.
お知らせ • Jul 01Benefit Systems Plans to Merge with Benefit IP SP. Z O.O. and Benefit IP Spólka Z OgraniczonaBenefit Systems S.A. (WSE:BFT) plans to merge with Benefit IP SP. Z O.O. and Benefit IP Spólka Z Ograniczona odpowiedzialnoscia SP.K.
Valuation Update With 7 Day Price Move • Jun 17Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €109, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the Professional Services industry in Europe. Total loss to shareholders of 45% over the past year.
お知らせ • Jun 07Benefit Systems S.A., Annual General Meeting, Jun 29, 2022Benefit Systems S.A., Annual General Meeting, Jun 29, 2022, at 11:00 Central European Standard Time.
Reported Earnings • May 28First quarter 2022 earnings released: EPS: zł2.76 (vs zł17.62 loss in 1Q 2021)First quarter 2022 results: EPS: zł2.76 (up from zł17.62 loss in 1Q 2021). Revenue: zł401.8m (up 308% from 1Q 2021). Net income: zł8.10m (up zł57.0m from 1Q 2021). Profit margin: 2.0% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 35%, compared to a 9.8% growth forecast for the industry in Germany.
Reported Earnings • Apr 20Full year 2021 earnings released: zł8.86 loss per share (vs zł36.43 loss in FY 2020)Full year 2021 results: zł8.86 loss per share (up from zł36.43 loss in FY 2020). Revenue: zł954.9m (down 7.6% from FY 2020). Net loss: zł25.1m (loss narrowed 75% from FY 2020). Over the next year, revenue is forecast to grow 92%, compared to a 9.6% growth forecast for the industry in Germany.
Reported Earnings • Nov 11Third quarter 2021 earnings releasedThe company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: zł297.3m (down 5.2% from 3Q 2020). Net loss: zł9.97m (down 155% from profit in 3Q 2020).
Reported Earnings • Aug 21Second quarter 2021 earnings released: EPS zł3.70 (vs zł14.89 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł180.6m (up 12% from 2Q 2020). Net income: zł10.3m (up zł51.1m from 2Q 2020). Profit margin: 5.7% (up from net loss in 2Q 2020).
Reported Earnings • May 30First quarter 2021 earnings released: zł17.62 loss per share (vs zł0.73 profit in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and control over costs. First quarter 2021 results: Revenue: zł98.5m (down 75% from 1Q 2020). Net loss: zł48.9m (down zł51.0m from profit in 1Q 2020).
Recent Insider Transactions • May 01Chairman of Supervisory Board recently sold €2.2m worth of stockOn the 28th of April, James Van Bergh sold around 13k shares on-market at roughly €178 per share. This was the largest sale by an insider in the last 3 months. This was James' only on-market trade for the last 12 months.