View Future GrowthAtal 過去の業績過去 基準チェック /16Atalは、平均年間3.1%の収益成長を遂げていますが、 Consumer Durables業界の収益は、年間 減少しています。収益は、平均年間3.4% 0.02%収益成長率で 成長しています。 Atalの自己資本利益率は10.5%であり、純利益率は16.5%です。主要情報3.14%収益成長率0.80%EPS成長率Consumer Durables 業界の成長-22.91%収益成長率0.02%株主資本利益率10.53%ネット・マージン16.49%次回の業績アップデート10 Sep 2026最近の業績更新お知らせ • Nov 11Atal S.A. to Report Q3, 2025 Results on Nov 13, 2025Atal S.A. announced that they will report Q3, 2025 results on Nov 13, 2025お知らせ • Aug 21Atal S.A. to Report First Half, 2025 Results on Sep 04, 2025Atal S.A. announced that they will report first half, 2025 results on Sep 04, 2025Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: zł2.32 (vs zł1.24 in 3Q 2023)Third quarter 2024 results: EPS: zł2.32 (up from zł1.24 in 3Q 2023). Revenue: zł514.2m (up 59% from 3Q 2023). Net income: zł100.5m (up 96% from 3Q 2023). Profit margin: 20% (up from 16% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.Reported Earnings • Sep 06Second quarter 2024 earnings released: EPS: zł1.34 (vs zł2.34 in 2Q 2023)Second quarter 2024 results: EPS: zł1.34 (down from zł2.34 in 2Q 2023). Revenue: zł311.0m (down 11% from 2Q 2023). Net income: zł57.7m (down 36% from 2Q 2023). Profit margin: 19% (down from 26% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year and the company’s share price has also increased by 3% per year.Reported Earnings • May 19First quarter 2024 earnings released: EPS: zł2.23 (vs zł1.40 in 1Q 2023)First quarter 2024 results: EPS: zł2.23 (up from zł1.40 in 1Q 2023). Revenue: zł390.3m (up 106% from 1Q 2023). Net income: zł96.5m (up 78% from 1Q 2023). Profit margin: 25% (down from 29% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year and the company’s share price has also increased by 9% per year.お知らせ • Jan 31+ 3 more updatesAtal S.A. to Report Q3, 2024 Results on Nov 14, 2024Atal S.A. announced that they will report Q3, 2024 results on Nov 14, 2024すべての更新を表示Recent updatesDeclared Dividend • Jun 08Dividend of zł4.50 announcedShareholders will receive a dividend of zł4.50. Ex-date: 14th July 2026 Payment date: 1st October 2026 Dividend yield will be 31%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not covered by earnings (138% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 25% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 53% to bring the payout ratio under control. EPS is expected to grow by 109% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Jun 02Atal S.A., Annual General Meeting, Jun 24, 2026Atal S.A., Annual General Meeting, Jun 24, 2026, at 11:00 Central European Standard Time.お知らせ • Nov 11Atal S.A. to Report Q3, 2025 Results on Nov 13, 2025Atal S.A. announced that they will report Q3, 2025 results on Nov 13, 2025お知らせ • Aug 21Atal S.A. to Report First Half, 2025 Results on Sep 04, 2025Atal S.A. announced that they will report first half, 2025 results on Sep 04, 2025お知らせ • May 23Atal S.A., Annual General Meeting, Jun 17, 2025Atal S.A., Annual General Meeting, Jun 17, 2025.Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: zł2.32 (vs zł1.24 in 3Q 2023)Third quarter 2024 results: EPS: zł2.32 (up from zł1.24 in 3Q 2023). Revenue: zł514.2m (up 59% from 3Q 2023). Net income: zł100.5m (up 96% from 3Q 2023). Profit margin: 20% (up from 16% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.Reported Earnings • Sep 06Second quarter 2024 earnings released: EPS: zł1.34 (vs zł2.34 in 2Q 2023)Second quarter 2024 results: EPS: zł1.34 (down from zł2.34 in 2Q 2023). Revenue: zł311.0m (down 11% from 2Q 2023). Net income: zł57.7m (down 36% from 2Q 2023). Profit margin: 19% (down from 26% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year and the company’s share price has also increased by 3% per year.Buy Or Sell Opportunity • Jul 17Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to €11.28. The fair value is estimated to be €14.12, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 9.3%. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to decline by 11% in the next 2 years.New Risk • Jul 02New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.3% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (140% cash payout ratio). Shareholders have been diluted in the past year (12% increase in shares outstanding).Upcoming Dividend • Jun 19Upcoming dividend of zł6.00 per shareEligible shareholders must have bought the stock before 26 June 2024. Payment date: 03 July 2024. Trailing yield: 10%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (4.2%).Declared Dividend • May 27Dividend of zł6.00 announcedShareholders will receive a dividend of zł6.00. Ex-date: 26th June 2024 Payment date: 3rd July 2024 Dividend yield will be 40%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (63% earnings payout ratio) but not covered by cash flows (117% cash payout ratio). The dividend has increased by an average of 30% per year over the past 8 years. However, payments have been volatile during that time. EPS is expected to grow by 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 25Atal S.A., Annual General Meeting, Jun 20, 2024Atal S.A., Annual General Meeting, Jun 20, 2024.Reported Earnings • May 19First quarter 2024 earnings released: EPS: zł2.23 (vs zł1.40 in 1Q 2023)First quarter 2024 results: EPS: zł2.23 (up from zł1.40 in 1Q 2023). Revenue: zł390.3m (up 106% from 1Q 2023). Net income: zł96.5m (up 78% from 1Q 2023). Profit margin: 25% (down from 29% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year and the company’s share price has also increased by 9% per year.お知らせ • May 18Atal Real Estate Launches 166 Flats for Sale in WarsawAtal S.A. has started selling 166 flats in Warsaw in the third stage of its Osiedle Poematu project.お知らせ • Jan 31+ 3 more updatesAtal S.A. to Report Q3, 2024 Results on Nov 14, 2024Atal S.A. announced that they will report Q3, 2024 results on Nov 14, 2024お知らせ • Dec 30Atal Launches Sales of 126 Apartments in KrakowAtal has launched the sales of 126 apartments in Przewoz 42 investment in Krakow. The flats on offer range from one to five bedrooms and in size from 27 to 128 square metres.Reported Earnings • Nov 22Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: zł323.3m (down 14% from 3Q 2022). Net income: zł51.3m (down 24% from 3Q 2022). Profit margin: 16% (down from 18% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Consumer Durables industry in Germany.お知らせ • Nov 18Atal S.A. Provides Sales Guidance for 2023Atal S.A. Provided sales guidance for 2023. For the period, company sees its sales forecast of 2.700-2.800 apartments in the entire 2023 as realistic, and the developer may spend around PLN 200 million (EUR 45.6 million) on land purchases this year.Reported Earnings • Sep 12Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: zł348.3m (down 26% from 2Q 2022). Net income: zł90.6m (up 19% from 2Q 2022). Profit margin: 26% (up from 16% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Consumer Durables industry in Germany.New Risk • Jul 07New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 27% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 4.0% per year for the foreseeable future. High level of non-cash earnings (27% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.Valuation Update With 7 Day Price Move • Jul 07Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €11.65, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 10x in the Consumer Durables industry in Germany. Total returns to shareholders of 114% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €13.12 per share.Buying Opportunity • Jun 22Now 20% undervaluedOver the last 90 days, the stock is up 28%. The fair value is estimated to be €13.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 41%. For the next 3 years, revenue is forecast to grow by 1.7% per annum. Earnings is forecast to decline by 5.7% per annum over the same time period.Upcoming Dividend • Jun 14Upcoming dividend of zł5.00 per share at 12% yieldEligible shareholders must have bought the stock before 21 June 2023. Payment date: 03 July 2023. Trailing yield: 12%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.8%).お知らせ • May 20+ 1 more updateAtal S.A., Annual General Meeting, Jun 14, 2023Atal S.A., Annual General Meeting, Jun 14, 2023, at 11:00 Central European Standard Time. Agenda: To decide on issuing up to 5 million new shares within authorized capital.Reported Earnings • May 18First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: zł189.5m (down 53% from 1Q 2022). Net income: zł54.1m (down 50% from 1Q 2022). Profit margin: 29% (up from 27% in 1Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Consumer Durables industry in Germany.お知らせ • Jan 26+ 3 more updatesAtal S.A. to Report Q1, 2023 Results on May 18, 2023Atal S.A. announced that they will report Q1, 2023 results on May 18, 2023Reported Earnings • Nov 19Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: zł378.0m (flat on 3Q 2021). Net income: zł67.1m (down 8.6% from 3Q 2021). Profit margin: 18% (down from 19% in 3Q 2021). Revenue is expected to decline by 15% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 4.9%.お知らせ • Jul 26Atal Provides Sales Guidance for the Second Half of 2022Atal provided sales guidance for the second half of 2022. For the second half, the company expected apartment sales to roughly match the 1,340 apartments sold in first half of 2022.Valuation Update With 7 Day Price Move • Jun 27Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €7.18, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 9x in the Consumer Durables industry in Germany. Total loss to shareholders of 20% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €12.86 per share.お知らせ • Jun 15Atal Announces Dividend, Payable on July 4, 2022Atal will pay out PLN 6 dividend per share or a total of PLN 232.3 million, in line with management recommendation, Rights will be set on June 23 and the payment made on July 4, 2022.Upcoming Dividend • Jun 15Upcoming dividend of zł6.00 per shareEligible shareholders must have bought the stock before 22 June 2022. Payment date: 04 July 2022. Trailing yield: 7.6%. Within top quartile of German dividend payers (4.5%). Higher than average of industry peers (3.2%).Reported Earnings • May 23First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: zł406.4m (up 41% from 1Q 2021). Net income: zł109.0m (up 125% from 1Q 2021). Profit margin: 27% (up from 17% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 18% compared to a 7.5% growth forecast for the industry in Germany.お知らせ • May 20Atal S.A., Annual General Meeting, Jun 14, 2022Atal S.A., Annual General Meeting, Jun 14, 2022, at 11:00 Central European Standard Time.お知らせ • Apr 21Atal to Offer Dividend PaymentAtal plans to offer shareholders a dividend payment of PLN 6 per share.お知らせ • Dec 19Atal Introduces 199 Apartments in Wroclaw-Based ProjectAtal introduced 199 apartments in a Wroclaw-based project to its offer.Reported Earnings • Nov 20Third quarter 2021 earnings releasedThe company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: zł378.8m (up 76% from 3Q 2020). Net income: zł73.5m (up 135% from 3Q 2020). Profit margin: 19% (up from 14% in 3Q 2020). The increase in margin was driven by higher revenue.Reported Earnings • Sep 05Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł364.3m (up 35% from 2Q 2020). Net income: zł67.7m (up 136% from 2Q 2020). Profit margin: 19% (up from 11% in 2Q 2020). The increase in margin was driven by higher revenue.Reported Earnings • May 23First quarter 2021 earnings releasedThe company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: zł287.4m (up 55% from 1Q 2020). Net income: zł48.5m (up 117% from 1Q 2020). Profit margin: 17% (up from 12% in 1Q 2020). The increase in margin was driven by higher revenue.収支内訳Atal の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史DB:1UY 収益、費用、利益 ( )PLN Millions日付収益収益G+A経費研究開発費30 Sep 251,04417263030 Jun 251,17619959031 Mar 251,23321658031 Dec 241,48729558030 Sep 241,85540055030 Jun 241,66435152031 Mar 241,70138449031 Dec 231,50034146030 Sep 231,26531245030 Jun 231,32032844031 Mar 231,44131343031 Dec 221,65836842030 Sep 221,90339425030 Jun 221,90340024031 Mar 221,79839223031 Dec 211,67933121030 Sep 211,52727536030 Jun 211,36323334031 Mar 211,26919433031 Dec 201,16716733030 Sep 2097312733030 Jun 2082510733031 Mar 206729134031 Dec 1972011333030 Sep 1959510233030 Jun 1976813332031 Mar 1998918931031 Dec 181,05520131030 Sep 181,09720530030 Jun 181,08420730031 Mar 1896818829031 Dec 1786617128030 Sep 1770313627030 Jun 1767213624031 Mar 1758810725031 Dec 165078924030 Sep 1649510425030 Jun 163737425031 Mar 162946023031 Dec 152274722030 Sep 152573820030 Jun 15429103200質の高い収益: 1UY 非現金収入 のレベルが高いです。利益率の向上: 1UYの現在の純利益率 (16.5%)は、昨年(21.6%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 1UYの収益は過去 5 年間で年間3.1%増加しました。成長の加速: 1UYは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: 1UYは過去 1 年間で収益成長率がマイナス ( -57% ) となったため、 Consumer Durables業界平均 ( 6.9% ) と比較することが困難です。株主資本利益率高いROE: 1UYの 自己資本利益率 ( 10.5% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YConsumer-durables 、過去の業績が好調な企業。View Financial Health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2026/06/15 08:53終値2026/06/12 00:00収益2025/09/30年間収益2024/12/31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Atal 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Kamil KliszczBiuro maklerskie mBankuMikolaj LemanczykBiuro maklerskie mBankuBeata Szparaga-WasniewskaBiuro maklerskie mBanku8 その他のアナリストを表示
お知らせ • Nov 11Atal S.A. to Report Q3, 2025 Results on Nov 13, 2025Atal S.A. announced that they will report Q3, 2025 results on Nov 13, 2025
お知らせ • Aug 21Atal S.A. to Report First Half, 2025 Results on Sep 04, 2025Atal S.A. announced that they will report first half, 2025 results on Sep 04, 2025
Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: zł2.32 (vs zł1.24 in 3Q 2023)Third quarter 2024 results: EPS: zł2.32 (up from zł1.24 in 3Q 2023). Revenue: zł514.2m (up 59% from 3Q 2023). Net income: zł100.5m (up 96% from 3Q 2023). Profit margin: 20% (up from 16% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
Reported Earnings • Sep 06Second quarter 2024 earnings released: EPS: zł1.34 (vs zł2.34 in 2Q 2023)Second quarter 2024 results: EPS: zł1.34 (down from zł2.34 in 2Q 2023). Revenue: zł311.0m (down 11% from 2Q 2023). Net income: zł57.7m (down 36% from 2Q 2023). Profit margin: 19% (down from 26% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year and the company’s share price has also increased by 3% per year.
Reported Earnings • May 19First quarter 2024 earnings released: EPS: zł2.23 (vs zł1.40 in 1Q 2023)First quarter 2024 results: EPS: zł2.23 (up from zł1.40 in 1Q 2023). Revenue: zł390.3m (up 106% from 1Q 2023). Net income: zł96.5m (up 78% from 1Q 2023). Profit margin: 25% (down from 29% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year and the company’s share price has also increased by 9% per year.
お知らせ • Jan 31+ 3 more updatesAtal S.A. to Report Q3, 2024 Results on Nov 14, 2024Atal S.A. announced that they will report Q3, 2024 results on Nov 14, 2024
Declared Dividend • Jun 08Dividend of zł4.50 announcedShareholders will receive a dividend of zł4.50. Ex-date: 14th July 2026 Payment date: 1st October 2026 Dividend yield will be 31%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not covered by earnings (138% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 25% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 53% to bring the payout ratio under control. EPS is expected to grow by 109% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Jun 02Atal S.A., Annual General Meeting, Jun 24, 2026Atal S.A., Annual General Meeting, Jun 24, 2026, at 11:00 Central European Standard Time.
お知らせ • Nov 11Atal S.A. to Report Q3, 2025 Results on Nov 13, 2025Atal S.A. announced that they will report Q3, 2025 results on Nov 13, 2025
お知らせ • Aug 21Atal S.A. to Report First Half, 2025 Results on Sep 04, 2025Atal S.A. announced that they will report first half, 2025 results on Sep 04, 2025
お知らせ • May 23Atal S.A., Annual General Meeting, Jun 17, 2025Atal S.A., Annual General Meeting, Jun 17, 2025.
Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: zł2.32 (vs zł1.24 in 3Q 2023)Third quarter 2024 results: EPS: zł2.32 (up from zł1.24 in 3Q 2023). Revenue: zł514.2m (up 59% from 3Q 2023). Net income: zł100.5m (up 96% from 3Q 2023). Profit margin: 20% (up from 16% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
Reported Earnings • Sep 06Second quarter 2024 earnings released: EPS: zł1.34 (vs zł2.34 in 2Q 2023)Second quarter 2024 results: EPS: zł1.34 (down from zł2.34 in 2Q 2023). Revenue: zł311.0m (down 11% from 2Q 2023). Net income: zł57.7m (down 36% from 2Q 2023). Profit margin: 19% (down from 26% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year and the company’s share price has also increased by 3% per year.
Buy Or Sell Opportunity • Jul 17Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to €11.28. The fair value is estimated to be €14.12, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 9.3%. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to decline by 11% in the next 2 years.
New Risk • Jul 02New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.3% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (140% cash payout ratio). Shareholders have been diluted in the past year (12% increase in shares outstanding).
Upcoming Dividend • Jun 19Upcoming dividend of zł6.00 per shareEligible shareholders must have bought the stock before 26 June 2024. Payment date: 03 July 2024. Trailing yield: 10%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (4.2%).
Declared Dividend • May 27Dividend of zł6.00 announcedShareholders will receive a dividend of zł6.00. Ex-date: 26th June 2024 Payment date: 3rd July 2024 Dividend yield will be 40%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (63% earnings payout ratio) but not covered by cash flows (117% cash payout ratio). The dividend has increased by an average of 30% per year over the past 8 years. However, payments have been volatile during that time. EPS is expected to grow by 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 25Atal S.A., Annual General Meeting, Jun 20, 2024Atal S.A., Annual General Meeting, Jun 20, 2024.
Reported Earnings • May 19First quarter 2024 earnings released: EPS: zł2.23 (vs zł1.40 in 1Q 2023)First quarter 2024 results: EPS: zł2.23 (up from zł1.40 in 1Q 2023). Revenue: zł390.3m (up 106% from 1Q 2023). Net income: zł96.5m (up 78% from 1Q 2023). Profit margin: 25% (down from 29% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year and the company’s share price has also increased by 9% per year.
お知らせ • May 18Atal Real Estate Launches 166 Flats for Sale in WarsawAtal S.A. has started selling 166 flats in Warsaw in the third stage of its Osiedle Poematu project.
お知らせ • Jan 31+ 3 more updatesAtal S.A. to Report Q3, 2024 Results on Nov 14, 2024Atal S.A. announced that they will report Q3, 2024 results on Nov 14, 2024
お知らせ • Dec 30Atal Launches Sales of 126 Apartments in KrakowAtal has launched the sales of 126 apartments in Przewoz 42 investment in Krakow. The flats on offer range from one to five bedrooms and in size from 27 to 128 square metres.
Reported Earnings • Nov 22Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: zł323.3m (down 14% from 3Q 2022). Net income: zł51.3m (down 24% from 3Q 2022). Profit margin: 16% (down from 18% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Consumer Durables industry in Germany.
お知らせ • Nov 18Atal S.A. Provides Sales Guidance for 2023Atal S.A. Provided sales guidance for 2023. For the period, company sees its sales forecast of 2.700-2.800 apartments in the entire 2023 as realistic, and the developer may spend around PLN 200 million (EUR 45.6 million) on land purchases this year.
Reported Earnings • Sep 12Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: zł348.3m (down 26% from 2Q 2022). Net income: zł90.6m (up 19% from 2Q 2022). Profit margin: 26% (up from 16% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Consumer Durables industry in Germany.
New Risk • Jul 07New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 27% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 4.0% per year for the foreseeable future. High level of non-cash earnings (27% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
Valuation Update With 7 Day Price Move • Jul 07Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €11.65, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 10x in the Consumer Durables industry in Germany. Total returns to shareholders of 114% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €13.12 per share.
Buying Opportunity • Jun 22Now 20% undervaluedOver the last 90 days, the stock is up 28%. The fair value is estimated to be €13.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 41%. For the next 3 years, revenue is forecast to grow by 1.7% per annum. Earnings is forecast to decline by 5.7% per annum over the same time period.
Upcoming Dividend • Jun 14Upcoming dividend of zł5.00 per share at 12% yieldEligible shareholders must have bought the stock before 21 June 2023. Payment date: 03 July 2023. Trailing yield: 12%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.8%).
お知らせ • May 20+ 1 more updateAtal S.A., Annual General Meeting, Jun 14, 2023Atal S.A., Annual General Meeting, Jun 14, 2023, at 11:00 Central European Standard Time. Agenda: To decide on issuing up to 5 million new shares within authorized capital.
Reported Earnings • May 18First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: zł189.5m (down 53% from 1Q 2022). Net income: zł54.1m (down 50% from 1Q 2022). Profit margin: 29% (up from 27% in 1Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Consumer Durables industry in Germany.
お知らせ • Jan 26+ 3 more updatesAtal S.A. to Report Q1, 2023 Results on May 18, 2023Atal S.A. announced that they will report Q1, 2023 results on May 18, 2023
Reported Earnings • Nov 19Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: zł378.0m (flat on 3Q 2021). Net income: zł67.1m (down 8.6% from 3Q 2021). Profit margin: 18% (down from 19% in 3Q 2021). Revenue is expected to decline by 15% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 4.9%.
お知らせ • Jul 26Atal Provides Sales Guidance for the Second Half of 2022Atal provided sales guidance for the second half of 2022. For the second half, the company expected apartment sales to roughly match the 1,340 apartments sold in first half of 2022.
Valuation Update With 7 Day Price Move • Jun 27Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €7.18, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 9x in the Consumer Durables industry in Germany. Total loss to shareholders of 20% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €12.86 per share.
お知らせ • Jun 15Atal Announces Dividend, Payable on July 4, 2022Atal will pay out PLN 6 dividend per share or a total of PLN 232.3 million, in line with management recommendation, Rights will be set on June 23 and the payment made on July 4, 2022.
Upcoming Dividend • Jun 15Upcoming dividend of zł6.00 per shareEligible shareholders must have bought the stock before 22 June 2022. Payment date: 04 July 2022. Trailing yield: 7.6%. Within top quartile of German dividend payers (4.5%). Higher than average of industry peers (3.2%).
Reported Earnings • May 23First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: zł406.4m (up 41% from 1Q 2021). Net income: zł109.0m (up 125% from 1Q 2021). Profit margin: 27% (up from 17% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 18% compared to a 7.5% growth forecast for the industry in Germany.
お知らせ • May 20Atal S.A., Annual General Meeting, Jun 14, 2022Atal S.A., Annual General Meeting, Jun 14, 2022, at 11:00 Central European Standard Time.
お知らせ • Apr 21Atal to Offer Dividend PaymentAtal plans to offer shareholders a dividend payment of PLN 6 per share.
お知らせ • Dec 19Atal Introduces 199 Apartments in Wroclaw-Based ProjectAtal introduced 199 apartments in a Wroclaw-based project to its offer.
Reported Earnings • Nov 20Third quarter 2021 earnings releasedThe company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: zł378.8m (up 76% from 3Q 2020). Net income: zł73.5m (up 135% from 3Q 2020). Profit margin: 19% (up from 14% in 3Q 2020). The increase in margin was driven by higher revenue.
Reported Earnings • Sep 05Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł364.3m (up 35% from 2Q 2020). Net income: zł67.7m (up 136% from 2Q 2020). Profit margin: 19% (up from 11% in 2Q 2020). The increase in margin was driven by higher revenue.
Reported Earnings • May 23First quarter 2021 earnings releasedThe company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: zł287.4m (up 55% from 1Q 2020). Net income: zł48.5m (up 117% from 1Q 2020). Profit margin: 17% (up from 12% in 1Q 2020). The increase in margin was driven by higher revenue.