View ValuationArchicom 将来の成長Future 基準チェック /66Archicom利益と収益がそれぞれ年間37.1%と24.5%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24.6% 37.8%なると予測されています。主要情報37.1%収益成長率37.76%EPS成長率Consumer Durables 収益成長19.7%収益成長率24.5%将来の株主資本利益率24.60%アナリストカバレッジLow最終更新日27 Apr 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 updatesお知らせ • May 19Archicom S.A., Annual General Meeting, Jun 16, 2026Archicom S.A., Annual General Meeting, Jun 16, 2026, at 12:00 Central European Standard Time.お知らせ • Apr 30Archicom S.A. announces Annual dividend, payable on July 31, 2026Archicom S.A. announced Annual dividend of PLN 1.8000 per share payable on July 31, 2026, ex-date on July 16, 2026 and record date on July 17, 2026.お知らせ • Aug 21Archicom S.A. to Report First Half, 2025 Results on Sep 16, 2025Archicom S.A. announced that they will report first half, 2025 results on Sep 16, 2025Upcoming Dividend • Oct 23Upcoming dividend of zł1.41 per shareEligible shareholders must have bought the stock before 30 October 2024. Payment date: 07 November 2024. Payout ratio is a comfortable 44% but the company is not cash flow positive. Trailing yield: 6.3%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (3.6%).Reported Earnings • Sep 17Second quarter 2024 earnings released: zł0.38 loss per share (vs zł1.39 profit in 2Q 2023)Second quarter 2024 results: zł0.38 loss per share (down from zł1.39 profit in 2Q 2023). Revenue: zł51.7m (down 62% from 2Q 2023). Net loss: zł22.4m (down 163% from profit in 2Q 2023). Revenue is forecast to grow 22% 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 4% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Jul 14First quarter 2024 earnings released: EPS: zł1.24 (vs zł0.62 in 1Q 2023)First quarter 2024 results: EPS: zł1.24 (up from zł0.62 in 1Q 2023). Revenue: zł273.6m (up 229% from 1Q 2023). Net income: zł72.7m (up 354% from 1Q 2023). Profit margin: 27% (up from 19% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Jul 05Upcoming dividend of zł0.64 per shareEligible shareholders must have bought the stock before 10 July 2024. Payment date: 25 July 2024. Payout ratio is a comfortable 18% but the company is paying out more than the cash it is generating. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (4.2%).お知らせ • Jun 06Archicom Introduces 102 Flats for Pre-Sale in WroclawArchicom has launched pre-sales of 102 flats in Wroclaw. Archicom, at Gwarna 5 in Wroclaw flats ranging in size from 25 to 67 square metres will be available for purchase.New Risk • May 29New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 26% 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 High level of non-cash earnings (26% accrual ratio). Shareholders have been substantially diluted in the past year (128% increase in shares outstanding). Minor Risks Dividend is not well covered by cash flows (dividend per share is over 10x cash flows per share). Share price has been volatile over the past 3 months (7.6% average weekly change).お知らせ • May 23Archicom S.A., Annual General Meeting, Jun 18, 2024Archicom S.A., Annual General Meeting, Jun 18, 2024.Declared Dividend • May 13Final dividend of zł0.64 announcedShareholders will receive a dividend of zł0.64. Ex-date: 10th July 2024 Payment date: 25th July 2024 Dividend yield will be 10.0%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (89% earnings payout ratio) but not covered by cash flows (146% cash payout ratio). The dividend has increased by an average of 16% per year over the past 8 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 11Archicom S.A. Proposes Dividend, Payable on July 25, 2024Archicom S.A. wants to pay a total of PLN 1.1 (EUR 0.26) dividend per share, the company announced in a market filing. management board is proposing that Archicom's annual general meeting set July 11 as the dividend date and July 25, 2024 as the dividend payment date. In total, Archicom wants to allocate PLN 64.3 million (EUR 14.96 million) to the dividend for 2023. This amount consists of PLN 52.64 million (EUR 12.2 million) of net profit from 2023 and funds accumulated in the reserve capital. The final decision on the distribution of profit for the 2023 financial year will be taken by the company's annual general meeting.Valuation Update With 7 Day Price Move • Mar 28Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €6.88, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 13x in the Consumer Durables industry in Germany. Total returns to shareholders of 105% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €4.37 per share.お知らせ • Jan 26Archicom Introduces to Offer 159 Flats in LodzArchicom announced that it is launching the sale of 159 flats as part of the next stage of the Zenit investment in Lodz.お知らせ • Jan 23+ 2 more updatesArchicom S.A. to Report Fiscal Year 2023 Results on Mar 26, 2024Archicom S.A. announced that they will report fiscal year 2023 results on Mar 26, 2024Reported Earnings • Nov 25Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: zł97.0m (down 39% from 3Q 2022). Net income: zł13.2m (down 69% from 3Q 2022). Profit margin: 14% (down from 27% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 32% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Consumer Durables industry in Germany.Reported Earnings • Sep 15Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: zł136.3m (up 84% from 2Q 2022). Net income: zł35.6m (up 308% from 2Q 2022). Profit margin: 26% (up from 12% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 40% 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 28New 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: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 103% Cash payout ratio: 187% Minor Risk Share price has been volatile over the past 3 months (6.6% average weekly change).Valuation Update With 7 Day Price Move • Jul 26Investor sentiment improves as stock rises 27%After last week's 27% share price gain to €6.08, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 11x in the Consumer Durables industry in Germany. Total returns to shareholders of 110% over the past year.Upcoming Dividend • Jul 06Upcoming dividend of zł2.12 per share at 13% yieldEligible shareholders must have bought the stock before 13 July 2023. Payment date: 28 July 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 13%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (3.0%).お知らせ • May 26Archicom S.A., Annual General Meeting, Jun 23, 2023Archicom S.A., Annual General Meeting, Jun 23, 2023, at 10:00 Central European Standard Time.Reported Earnings • May 24First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: zł83.2m (down 45% from 1Q 2022). Net income: zł16.0m (down 61% from 1Q 2022). Profit margin: 19% (down from 27% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Consumer Durables industry in Germany.Reported Earnings • Mar 28Full year 2022 earnings releasedFull year 2022 results: Revenue: zł499.7m (down 16% from FY 2021). Net income: zł95.2m (down 15% from FY 2021). Profit margin: 19% (in line with FY 2021). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Consumer Durables industry in Germany.お知らせ • Jan 26+ 3 more updatesArchicom S.A. to Report Q1, 2023 Results on May 23, 2023Archicom S.A. announced that they will report Q1, 2023 results on May 23, 2023Upcoming Dividend • Nov 30Upcoming dividend of zł1.09 per shareEligible shareholders must have bought the stock before 07 December 2022. Payment date: 15 December 2022. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 6.4%. Within top quartile of German dividend payers (4.9%). Higher than average of industry peers (4.4%).Valuation Update With 7 Day Price Move • Oct 01Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €3.10, the stock trades at a trailing P/E ratio of 3.1x. Average trailing P/E is 7x in the Consumer Durables industry in Germany. Total loss to shareholders of 26% over the past year.Reported Earnings • Sep 17Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: zł73.9m (down 2.8% from 2Q 2021). Net income: zł8.72m (up 213% from 2Q 2021). Profit margin: 12% (up from 3.7% in 2Q 2021). The increase in margin was driven by lower expenses.Upcoming Dividend • Jul 06Upcoming dividend of zł0.14 per shareEligible shareholders must have bought the stock before 13 July 2022. Payment date: 29 July 2022. Trailing yield: 7.8%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (3.8%).お知らせ • Jun 24Archicom S.A. Declares Dividend from 2021 ProfitsArchicom S.A. announced that it will pay shareholders PLN 0.14 dividend per share on top of PLN 1.24 advance payment from 2021 profit. Total dividend payout will thus stand at PLN 35.4 million.お知らせ • May 20Archicom S.A., Annual General Meeting, Jun 23, 2022Archicom S.A., Annual General Meeting, Jun 23, 2022.Reported Earnings • Nov 25Third quarter 2021 earnings: Revenues miss analyst expectationsThird quarter 2021 results: Revenue: zł117.7m (down 5.3% from 3Q 2020). Net income: zł24.8m (up 13% from 3Q 2020). Profit margin: 21% (up from 18% in 3Q 2020). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 10%. Over the next year, revenue is expected to shrink by 22% compared to a 3.9% growth forecast for the industry in Germany.Upcoming Dividend • Nov 11Upcoming dividend of zł1.24 per shareEligible shareholders must have bought the stock before 18 November 2021. Payment date: 26 November 2021. Trailing yield: 17%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (2.1%).Reported Earnings • Sep 18Second quarter 2021 earnings releasedThe company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł76.1m (down 10% from 2Q 2020). Net income: zł2.79m (down 93% from 2Q 2020). Profit margin: 3.7% (down from 48% in 2Q 2020). The decrease in margin was primarily driven by higher expenses.業績と収益の成長予測DB:696 - 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12/31/20282,590472154167212/31/20272,708570259458212/31/20262,335443-2685212/31/20259621104956N/A9/30/2025698578898N/A6/30/202574289184196N/A3/31/202549026-229-210N/A12/31/2024742120-140-120N/A9/30/20241,352266-342-324N/A6/30/20241,207252-337-319N/A3/31/20241,292299618N/A12/31/20231,101253103113N/A9/30/202343796187195N/A6/30/2023498110199205N/A3/31/2023433804449N/A12/31/2022500957580N/A9/30/20225571172728N/A6/30/2022623132136137N/A3/31/2022689147257257N/A12/31/2021638126250251N/A9/30/2021733124272273N/A6/30/202163494166168N/A3/31/20215811136568N/A12/31/2020670133-25N/A9/30/2020482108-25N/A6/30/2020485106-74-67N/A3/31/202063812316N/A12/31/2019508961719N/A9/30/2019688120N/A57N/A6/30/2019628102N/A133N/A3/31/201946650N/A79N/A12/31/201848453N/A109N/A9/30/201837423N/A83N/A6/30/201836453N/A23N/A3/31/201835560N/A14N/A12/31/201733056N/A-1N/A9/30/201733559N/A-31N/A6/30/201734436N/A-43N/A3/31/201732341N/A-17N/A12/31/201628237N/A-18N/A9/30/201619337N/A-2N/A6/30/201616334N/A32N/A3/31/201612718N/A-19N/A12/31/201515726N/A-36N/A9/30/201513130N/A-26N/A6/30/201513941N/A-26N/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: 696の予測収益成長率 (年間37.1% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: 696の収益 ( 37.1% ) はGerman市場 ( 17% ) 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: 696の収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 696の収益 ( 24.5% ) 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: 696の収益 ( 24.5% ) 20%よりも速いペースで成長すると予測されています。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: 696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 ( 24.6 %)成長企業の発掘7D1Y7D1Y7D1YConsumer-durables 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2026/05/21 18:05終値2026/05/21 00:00収益2025/12/31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Archicom S.A. 2 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。4 アナリスト機関Beata Szparaga-WasniewskaBiuro maklerskie mBankuCezary BernatekErste Group Bank AGAdrian GórniakIpopema Securities S.A.1 その他のアナリストを表示
お知らせ • May 19Archicom S.A., Annual General Meeting, Jun 16, 2026Archicom S.A., Annual General Meeting, Jun 16, 2026, at 12:00 Central European Standard Time.
お知らせ • Apr 30Archicom S.A. announces Annual dividend, payable on July 31, 2026Archicom S.A. announced Annual dividend of PLN 1.8000 per share payable on July 31, 2026, ex-date on July 16, 2026 and record date on July 17, 2026.
お知らせ • Aug 21Archicom S.A. to Report First Half, 2025 Results on Sep 16, 2025Archicom S.A. announced that they will report first half, 2025 results on Sep 16, 2025
Upcoming Dividend • Oct 23Upcoming dividend of zł1.41 per shareEligible shareholders must have bought the stock before 30 October 2024. Payment date: 07 November 2024. Payout ratio is a comfortable 44% but the company is not cash flow positive. Trailing yield: 6.3%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (3.6%).
Reported Earnings • Sep 17Second quarter 2024 earnings released: zł0.38 loss per share (vs zł1.39 profit in 2Q 2023)Second quarter 2024 results: zł0.38 loss per share (down from zł1.39 profit in 2Q 2023). Revenue: zł51.7m (down 62% from 2Q 2023). Net loss: zł22.4m (down 163% from profit in 2Q 2023). Revenue is forecast to grow 22% 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 4% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Jul 14First quarter 2024 earnings released: EPS: zł1.24 (vs zł0.62 in 1Q 2023)First quarter 2024 results: EPS: zł1.24 (up from zł0.62 in 1Q 2023). Revenue: zł273.6m (up 229% from 1Q 2023). Net income: zł72.7m (up 354% from 1Q 2023). Profit margin: 27% (up from 19% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Jul 05Upcoming dividend of zł0.64 per shareEligible shareholders must have bought the stock before 10 July 2024. Payment date: 25 July 2024. Payout ratio is a comfortable 18% but the company is paying out more than the cash it is generating. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (4.2%).
お知らせ • Jun 06Archicom Introduces 102 Flats for Pre-Sale in WroclawArchicom has launched pre-sales of 102 flats in Wroclaw. Archicom, at Gwarna 5 in Wroclaw flats ranging in size from 25 to 67 square metres will be available for purchase.
New Risk • May 29New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 26% 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 High level of non-cash earnings (26% accrual ratio). Shareholders have been substantially diluted in the past year (128% increase in shares outstanding). Minor Risks Dividend is not well covered by cash flows (dividend per share is over 10x cash flows per share). Share price has been volatile over the past 3 months (7.6% average weekly change).
お知らせ • May 23Archicom S.A., Annual General Meeting, Jun 18, 2024Archicom S.A., Annual General Meeting, Jun 18, 2024.
Declared Dividend • May 13Final dividend of zł0.64 announcedShareholders will receive a dividend of zł0.64. Ex-date: 10th July 2024 Payment date: 25th July 2024 Dividend yield will be 10.0%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (89% earnings payout ratio) but not covered by cash flows (146% cash payout ratio). The dividend has increased by an average of 16% per year over the past 8 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 11Archicom S.A. Proposes Dividend, Payable on July 25, 2024Archicom S.A. wants to pay a total of PLN 1.1 (EUR 0.26) dividend per share, the company announced in a market filing. management board is proposing that Archicom's annual general meeting set July 11 as the dividend date and July 25, 2024 as the dividend payment date. In total, Archicom wants to allocate PLN 64.3 million (EUR 14.96 million) to the dividend for 2023. This amount consists of PLN 52.64 million (EUR 12.2 million) of net profit from 2023 and funds accumulated in the reserve capital. The final decision on the distribution of profit for the 2023 financial year will be taken by the company's annual general meeting.
Valuation Update With 7 Day Price Move • Mar 28Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €6.88, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 13x in the Consumer Durables industry in Germany. Total returns to shareholders of 105% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €4.37 per share.
お知らせ • Jan 26Archicom Introduces to Offer 159 Flats in LodzArchicom announced that it is launching the sale of 159 flats as part of the next stage of the Zenit investment in Lodz.
お知らせ • Jan 23+ 2 more updatesArchicom S.A. to Report Fiscal Year 2023 Results on Mar 26, 2024Archicom S.A. announced that they will report fiscal year 2023 results on Mar 26, 2024
Reported Earnings • Nov 25Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: zł97.0m (down 39% from 3Q 2022). Net income: zł13.2m (down 69% from 3Q 2022). Profit margin: 14% (down from 27% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 32% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Consumer Durables industry in Germany.
Reported Earnings • Sep 15Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: zł136.3m (up 84% from 2Q 2022). Net income: zł35.6m (up 308% from 2Q 2022). Profit margin: 26% (up from 12% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 40% 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 28New 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: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 103% Cash payout ratio: 187% Minor Risk Share price has been volatile over the past 3 months (6.6% average weekly change).
Valuation Update With 7 Day Price Move • Jul 26Investor sentiment improves as stock rises 27%After last week's 27% share price gain to €6.08, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 11x in the Consumer Durables industry in Germany. Total returns to shareholders of 110% over the past year.
Upcoming Dividend • Jul 06Upcoming dividend of zł2.12 per share at 13% yieldEligible shareholders must have bought the stock before 13 July 2023. Payment date: 28 July 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 13%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (3.0%).
お知らせ • May 26Archicom S.A., Annual General Meeting, Jun 23, 2023Archicom S.A., Annual General Meeting, Jun 23, 2023, at 10:00 Central European Standard Time.
Reported Earnings • May 24First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: zł83.2m (down 45% from 1Q 2022). Net income: zł16.0m (down 61% from 1Q 2022). Profit margin: 19% (down from 27% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Consumer Durables industry in Germany.
Reported Earnings • Mar 28Full year 2022 earnings releasedFull year 2022 results: Revenue: zł499.7m (down 16% from FY 2021). Net income: zł95.2m (down 15% from FY 2021). Profit margin: 19% (in line with FY 2021). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Consumer Durables industry in Germany.
お知らせ • Jan 26+ 3 more updatesArchicom S.A. to Report Q1, 2023 Results on May 23, 2023Archicom S.A. announced that they will report Q1, 2023 results on May 23, 2023
Upcoming Dividend • Nov 30Upcoming dividend of zł1.09 per shareEligible shareholders must have bought the stock before 07 December 2022. Payment date: 15 December 2022. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 6.4%. Within top quartile of German dividend payers (4.9%). Higher than average of industry peers (4.4%).
Valuation Update With 7 Day Price Move • Oct 01Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €3.10, the stock trades at a trailing P/E ratio of 3.1x. Average trailing P/E is 7x in the Consumer Durables industry in Germany. Total loss to shareholders of 26% over the past year.
Reported Earnings • Sep 17Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: zł73.9m (down 2.8% from 2Q 2021). Net income: zł8.72m (up 213% from 2Q 2021). Profit margin: 12% (up from 3.7% in 2Q 2021). The increase in margin was driven by lower expenses.
Upcoming Dividend • Jul 06Upcoming dividend of zł0.14 per shareEligible shareholders must have bought the stock before 13 July 2022. Payment date: 29 July 2022. Trailing yield: 7.8%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (3.8%).
お知らせ • Jun 24Archicom S.A. Declares Dividend from 2021 ProfitsArchicom S.A. announced that it will pay shareholders PLN 0.14 dividend per share on top of PLN 1.24 advance payment from 2021 profit. Total dividend payout will thus stand at PLN 35.4 million.
お知らせ • May 20Archicom S.A., Annual General Meeting, Jun 23, 2022Archicom S.A., Annual General Meeting, Jun 23, 2022.
Reported Earnings • Nov 25Third quarter 2021 earnings: Revenues miss analyst expectationsThird quarter 2021 results: Revenue: zł117.7m (down 5.3% from 3Q 2020). Net income: zł24.8m (up 13% from 3Q 2020). Profit margin: 21% (up from 18% in 3Q 2020). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 10%. Over the next year, revenue is expected to shrink by 22% compared to a 3.9% growth forecast for the industry in Germany.
Upcoming Dividend • Nov 11Upcoming dividend of zł1.24 per shareEligible shareholders must have bought the stock before 18 November 2021. Payment date: 26 November 2021. Trailing yield: 17%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (2.1%).
Reported Earnings • Sep 18Second quarter 2021 earnings releasedThe company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł76.1m (down 10% from 2Q 2020). Net income: zł2.79m (down 93% from 2Q 2020). Profit margin: 3.7% (down from 48% in 2Q 2020). The decrease in margin was primarily driven by higher expenses.