View ValuationPlayWay 将来の成長Future 基準チェック /36PlayWayの収益は年間2%の割合で減少すると予測されていますが、年間利益は年間22.7%で増加すると予想されています。主要情報22.7%収益成長率n/aEPS成長率Entertainment 収益成長17.4%収益成長率-2.0%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日24 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 updatesBuy Or Sell Opportunity • May 21Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.0% to €55.00. The fair value is estimated to be €69.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.3% over the last 3 years. Earnings per share has grown by 6.7%. Revenue is forecast to decline by 3.9% in 2 years. Earnings are forecast to grow by 72% in the next 2 years.お知らせ • Aug 27PlayWay S.A. to Report First Half, 2025 Results on Sep 30, 2025PlayWay S.A. announced that they will report first half, 2025 results on Sep 30, 2025お知らせ • Jun 04PlayWay S.A. announces Annual dividend, payable on July 15, 2025PlayWay S.A. announced Annual dividend of PLN 22.5500 per share payable on July 15, 2025, ex-date on July 07, 2025 and record date on July 08, 2025.Reported Earnings • Oct 02Second quarter 2024 earnings released: EPS: zł7.46 (vs zł7.62 in 2Q 2023)Second quarter 2024 results: EPS: zł7.46. Revenue: zł83.2m (up 16% from 2Q 2023). Net income: zł49.2m (up 47% from 2Q 2023). Profit margin: 59% (up from 47% in 2Q 2023). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Entertainment industry in Germany.New Risk • Aug 16New 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 7.2% 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 Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 126% Cash payout ratio: 99% Earnings are forecast to decline by an average of 5.0% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (7.2% average weekly change). Large one-off items impacting financial results.お知らせ • Jul 30An undisclosed buyer agreed to acquire 53.27% stake in Big Cheese Studio Spolka Akcyjna (WSE:BCS) from PlayWay S.A. (WSE:PLW) for PLN 31.17 million.An undisclosed buyer agreed to acquire 53.27% stake in Big Cheese Studio Spolka Akcyjna (WSE:BCS) from PlayWay S.A. (WSE:PLW) for PLN 31.17 million on July 26, 2024. The shares will be purchase at PLN 14.15 per share.Upcoming Dividend • Jun 25Upcoming dividend of zł21.82 per shareEligible shareholders must have bought the stock before 02 July 2024. Payment date: 10 July 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 6.4%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.7%).Reported Earnings • Jun 04First quarter 2024 earnings released: EPS: zł5.62 (vs zł4.55 in 1Q 2023)First quarter 2024 results: EPS: zł5.62 (up from zł4.55 in 1Q 2023). Revenue: zł70.2m (up 10% from 1Q 2023). Net income: zł37.1m (up 24% from 1Q 2023). Profit margin: 53% (up from 47% in 1Q 2023). Revenue is expected to decline by 1.1% p.a. on average during the next 3 years, while revenues in the Entertainment industry in Germany are expected to grow by 5.4%. Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 12% per year.New Risk • Jun 03New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.6% 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 Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 139% Cash payout ratio: 103% Earnings are forecast to decline by an average of 2.6% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (7.3% average weekly change). Large one-off items impacting financial results.お知らせ • May 29PlayWay S.A., Annual General Meeting, Jun 20, 2024PlayWay S.A., Annual General Meeting, Jun 20, 2024, at 11:00 Central European Standard Time.New Risk • May 24New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 20% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 139% Cash payout ratio: 103% Minor Risk Large one-off items impacting financial results.Buy Or Sell Opportunity • May 23Now 20% undervaluedOver the last 90 days, the stock has risen 3.1% to €72.20. The fair value is estimated to be €90.65, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has declined by 17%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.Reported Earnings • Apr 30Full year 2023 earnings released: EPS: zł19.14 (vs zł17.02 in FY 2022)Full year 2023 results: EPS: zł19.14. Revenue: zł277.0m (up 7.4% from FY 2022). Net income: zł106.7m (down 5.0% from FY 2022). Profit margin: 39% (down from 44% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 5.4% growth forecast for the Entertainment industry in Germany.お知らせ • Apr 24An unknown buyer acquired a 20.93% stake in 3R Games S.A. (WSE:3RG) from PlayWay S.A. (WSE:PLW).An unknown buyer acquired a 20.93% stake in 3R Games S.A. (WSE:3RG) from PlayWay S.A. (WSE:PLW) on April 22, 2024.An unknown buyer completed the acquisition of a 20.93% stake in 3R Games S.A. (WSE:3RG) from PlayWay S.A. (WSE:PLW) on April 22, 2024.New Risk • Apr 06New 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 6.9% 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: 139% Cash payout ratio: 114% Minor Risks Share price has been volatile over the past 3 months (6.9% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (37% net profit margin).Valuation Update With 7 Day Price Move • Mar 06Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €59.80, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 9x in the Entertainment industry in Europe. Total loss to shareholders of 46% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €67.28 per share.New Risk • Jan 26New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 28% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 139% Cash payout ratio: 114% Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (37% net profit margin).お知らせ • Jan 17+ 3 more updatesPlayWay S.A. to Report Fiscal Year 2023 Results on Apr 26, 2024PlayWay S.A. announced that they will report fiscal year 2023 results on Apr 26, 2024Reported Earnings • Dec 01Third quarter 2023 earnings released: EPS: zł4.86 (vs zł6.38 in 3Q 2022)Third quarter 2023 results: EPS: zł4.86 (down from zł6.38 in 3Q 2022). Revenue: zł58.6m (down 24% from 3Q 2022). Net income: zł27.4m (down 35% from 3Q 2022). Profit margin: 47% (down from 55% in 3Q 2022). Revenue is forecast to stay flat during the next 3 years compared to a 3.3% growth forecast for the Entertainment industry in Germany. Over the last 3 years on average, earnings per share has fallen by 21% per year whereas the company’s share price has fallen by 18% per year.New Risk • Nov 01New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 8.9% 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 Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 122% Cash payout ratio: 119% Earnings are forecast to decline by an average of 8.9% per year for the foreseeable future.Reported Earnings • Oct 05Second quarter 2023 earnings released: EPS: zł7.62 (vs zł5.52 in 2Q 2022)Second quarter 2023 results: EPS: zł7.62. Revenue: zł71.6m (up 7.5% from 2Q 2022). Net income: zł33.6m (down 7.9% from 2Q 2022). Profit margin: 47% (down from 55% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 2.7% growth forecast for the Entertainment industry in Germany.Buying Opportunity • Sep 28Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €111, 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 declined by 12%. Revenue is forecast to grow by 22% in a year. Earnings is forecast to grow by 54% in the next year.Buying Opportunity • Sep 05Now 22% undervaluedOver the last 90 days, the stock is up 3.8%. The fair value is estimated to be €115, 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 declined by 12%. Revenue is forecast to grow by 22% in a year. Earnings is forecast to grow by 54% in the next year.Upcoming Dividend • Aug 14Upcoming dividend of zł19.39 per share at 4.7% yieldEligible shareholders must have bought the stock before 21 August 2023. Payment date: 29 August 2023. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 4.7%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (1.8%).New Risk • Jun 12New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported September 2022 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.お知らせ • Jun 04PlayWay S.A., Annual General Meeting, Jun 30, 2023PlayWay S.A., Annual General Meeting, Jun 30, 2023, at 13:30 Central European Standard Time.お知らせ • Jan 12+ 3 more updatesPlayWay S.A. to Report Q3, 2023 Results on Nov 29, 2023PlayWay S.A. announced that they will report Q3, 2023 results on Nov 29, 2023Valuation Update With 7 Day Price Move • Jan 09Investor sentiment improved over the past weekAfter last week's 16% share price gain to €75.30, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 14x in the Entertainment industry in Europe. Total returns to shareholders of 40% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €53.94 per share.Valuation Update With 7 Day Price Move • Dec 06Investor sentiment improved over the past weekAfter last week's 26% share price gain to €77.80, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the Entertainment industry in Europe. Total returns to shareholders of 84% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €56.79 per share.Reported Earnings • Dec 01Third quarter 2022 earnings released: EPS: zł6.38 (vs zł6.49 in 3Q 2021)Third quarter 2022 results: EPS: zł6.38 (down from zł6.49 in 3Q 2021). Revenue: zł76.7m (up 15% from 3Q 2021). Net income: zł42.1m (down 1.7% from 3Q 2021). Profit margin: 55% (down from 64% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Entertainment industry in Germany. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 9% per year.Reported Earnings • Oct 04Second quarter 2022 earnings released: EPS: zł5.52 (vs zł3.87 in 2Q 2021)Second quarter 2022 results: EPS: zł5.52 (up from zł3.87 in 2Q 2021). Revenue: zł66.6m (up 30% from 2Q 2021). Net income: zł36.4m (up 42% from 2Q 2021). Profit margin: 55% (up from 50% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Entertainment industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 10% per year.Upcoming Dividend • Jun 20Upcoming dividend of zł19.22 per shareEligible shareholders must have bought the stock before 27 June 2022. Payment date: 06 July 2022. Payout ratio and cash payout ratio are on the higher end at 94% and 93% respectively. Trailing yield: 6.3%. Within top quartile of German dividend payers (4.5%). Higher than average of industry peers (1.9%).Reported Earnings • Jun 02First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: zł52.7m (up 26% from 1Q 2021). Net income: zł40.3m (up 58% from 1Q 2021). Profit margin: 76% (up from 61% in 1Q 2021). The increase in margin was primarily driven by higher revenue. Over the next year, revenue is forecast to grow 10%, compared to a 130% growth forecast for the industry in Germany.Valuation Update With 7 Day Price Move • May 06Investor sentiment improved over the past weekAfter last week's 15% share price gain to €59.00, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 19x in the Entertainment industry in Europe. Total returns to shareholders of 50% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €48.07 per share.Reported Earnings • May 02Full year 2021 earnings released: EPS: zł22.55 (vs zł30.30 in FY 2020)Full year 2021 results: EPS: zł22.55 (down from zł30.30 in FY 2020). Revenue: zł234.1m (up 43% from FY 2020). Net income: zł127.1m (down 36% from FY 2020). Profit margin: 54% (down from 122% in FY 2020). The decrease in margin was primarily driven by lower expenses. Over the next year, revenue is forecast to grow 12%, compared to a 181% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Apr 23Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €53.50, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 20x in the Entertainment industry in Germany. Total loss to shareholders of 49% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €48.70 per share.Valuation Update With 7 Day Price Move • Mar 14Investor sentiment improved over the past weekAfter last week's 22% share price gain to €70.95, the stock trades at a trailing P/E ratio of 18.7x. Average forward P/E is 20x in the Entertainment industry in Germany. Total loss to shareholders of 43% over the past year.Reported Earnings • Dec 02Third quarter 2021 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2021 results: EPS: zł6.49 (up from zł3.27 in 3Q 2020). Revenue: zł67.0m (up 104% from 3Q 2020). Net income: zł42.8m (up 98% from 3Q 2020). Profit margin: 64% (down from 66% in 3Q 2020). Revenue exceeded analyst estimates by 14%. Over the next year, revenue is forecast to grow 50%, compared to a 303% growth forecast for the industry in Germany.Reported Earnings • Oct 01Second quarter 2021 earnings released: EPS zł3.87 (vs zł19.40 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł51.3m (down 20% from 2Q 2020). Net income: zł25.6m (down 80% from 2Q 2020). Profit margin: 50% (down from 199% in 2Q 2020).Upcoming Dividend • Jun 15Upcoming dividend of zł12.74 per shareEligible shareholders must have bought the stock before 22 June 2021. Payment date: 30 June 2021. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.9%).Reported Earnings • Jun 02First quarter 2021 earnings released: EPS zł3.88 (vs zł3.21 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2021 results: Revenue: zł41.8m (up 33% from 1Q 2020). Net income: zł25.5m (up 21% from 1Q 2020). Profit margin: 61% (down from 67% in 1Q 2020).Valuation Update With 7 Day Price Move • Apr 24Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to zł107, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 30x in the Entertainment industry in Europe. Total returns to shareholders of 27% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €109 per share.Is New 90 Day High Low • Mar 06New 90-day low: €124The company is down 9.0% from its price of €137 on 04 December 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €109 per share.Is New 90 Day High Low • Feb 03New 90-day high: €151The company is up 32% from its price of €115 on 04 November 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Entertainment industry, which is up 26% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €109 per share.Is New 90 Day High Low • Jan 05New 90-day high: €150The company is up 25% from its price of €120 on 07 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Entertainment industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €108 per share.Reported Earnings • Dec 02Third quarter 2020 earnings released: EPS zł3.27The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: zł32.8m (down 2.0% from 3Q 2019). Net income: zł21.6m (down 18% from 3Q 2019). Profit margin: 66% (down from 78% in 3Q 2019). The decrease in margin was primarily driven by higher expenses.Valuation Update With 7 Day Price Move • Nov 26Market bids up stock over the past weekAfter last week's 16% share price gain to zł138, the stock is trading at a trailing P/E ratio of 20x, up from the previous P/E ratio of 17.3x. This compares to an average P/E of 35x in the Entertainment industry in Europe. Total returns to shareholders over the past year are 254%.Is New 90 Day High Low • Nov 25New 90-day high: €129The company is up 21% from its price of €106 on 27 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Entertainment industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €87.70 per share.Reported Earnings • Oct 04First half earnings releasedOver the last 12 months the company has reported total profits of zł208.0m, up 362% from the prior year. Total revenue was zł164.1m over the last 12 months, up 91% from the prior year.業績と収益の成長予測DB:6P5 - 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12/31/202728712013992112/31/2026305143160113112/31/202529870184184N/A9/30/2025291117135138N/A6/30/2025292151133136N/A3/31/2025302164138140N/A12/31/2024303170152153N/A9/30/2024309148130131N/A6/30/2024292129156157N/A3/31/2024281114145146N/A12/31/2023274107124125N/A9/30/202325192112113N/A6/30/2023269107108109N/A3/31/2023268110106107N/A12/31/2022258112115117N/A9/30/2022276145157158N/A6/30/2022266146143145N/A3/31/2022247135139140N/A12/31/2021236128127128N/A9/30/20211961239293N/A6/30/20211621027475N/A3/31/20211752046061N/A12/31/20201642005354N/A9/30/20201632035153N/A6/30/20201511894647N/A3/31/2020130965051N/A12/31/2019116874143N/A9/30/20199864N/A43N/A6/30/20199864N/A29N/A3/31/20198144N/A43N/A12/31/20187247N/A36N/A9/30/20186942N/A26N/A6/30/20186343N/A35N/A3/31/20184229N/A11N/A12/31/20173916N/A11N/A9/30/20173012N/A11N/A6/30/2017196N/A2N/A3/31/2017166N/A2N/A12/31/2016136N/A-1N/A9/30/2016126N/A-2N/A6/30/2016115N/A-1N/A3/31/2016116N/A0N/A12/31/2015106N/A3N/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: 6P5の予測収益成長率 (年間22.7% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: 6P5の収益 ( 22.7% ) 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: 6P5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: 6P5の収益は今後 3 年間で減少すると予想されています (年間-2% )。高い収益成長: 6P5の収益は今後 3 年間で減少すると予測されています (年間-2% )。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: 6P5の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YMedia 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2026/05/24 05:50終値2026/05/22 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PlayWay S.A. 1 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。8 アナリスト機関Tomasz DudaErste Group Bank AGMichal WojciechowskiIpopema Securities S.A.Dariusz GorskiSantander Brokerage Poland5 その他のアナリストを表示
Buy Or Sell Opportunity • May 21Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.0% to €55.00. The fair value is estimated to be €69.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.3% over the last 3 years. Earnings per share has grown by 6.7%. Revenue is forecast to decline by 3.9% in 2 years. Earnings are forecast to grow by 72% in the next 2 years.
お知らせ • Aug 27PlayWay S.A. to Report First Half, 2025 Results on Sep 30, 2025PlayWay S.A. announced that they will report first half, 2025 results on Sep 30, 2025
お知らせ • Jun 04PlayWay S.A. announces Annual dividend, payable on July 15, 2025PlayWay S.A. announced Annual dividend of PLN 22.5500 per share payable on July 15, 2025, ex-date on July 07, 2025 and record date on July 08, 2025.
Reported Earnings • Oct 02Second quarter 2024 earnings released: EPS: zł7.46 (vs zł7.62 in 2Q 2023)Second quarter 2024 results: EPS: zł7.46. Revenue: zł83.2m (up 16% from 2Q 2023). Net income: zł49.2m (up 47% from 2Q 2023). Profit margin: 59% (up from 47% in 2Q 2023). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Entertainment industry in Germany.
New Risk • Aug 16New 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 7.2% 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 Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 126% Cash payout ratio: 99% Earnings are forecast to decline by an average of 5.0% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (7.2% average weekly change). Large one-off items impacting financial results.
お知らせ • Jul 30An undisclosed buyer agreed to acquire 53.27% stake in Big Cheese Studio Spolka Akcyjna (WSE:BCS) from PlayWay S.A. (WSE:PLW) for PLN 31.17 million.An undisclosed buyer agreed to acquire 53.27% stake in Big Cheese Studio Spolka Akcyjna (WSE:BCS) from PlayWay S.A. (WSE:PLW) for PLN 31.17 million on July 26, 2024. The shares will be purchase at PLN 14.15 per share.
Upcoming Dividend • Jun 25Upcoming dividend of zł21.82 per shareEligible shareholders must have bought the stock before 02 July 2024. Payment date: 10 July 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 6.4%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.7%).
Reported Earnings • Jun 04First quarter 2024 earnings released: EPS: zł5.62 (vs zł4.55 in 1Q 2023)First quarter 2024 results: EPS: zł5.62 (up from zł4.55 in 1Q 2023). Revenue: zł70.2m (up 10% from 1Q 2023). Net income: zł37.1m (up 24% from 1Q 2023). Profit margin: 53% (up from 47% in 1Q 2023). Revenue is expected to decline by 1.1% p.a. on average during the next 3 years, while revenues in the Entertainment industry in Germany are expected to grow by 5.4%. Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 12% per year.
New Risk • Jun 03New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.6% 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 Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 139% Cash payout ratio: 103% Earnings are forecast to decline by an average of 2.6% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (7.3% average weekly change). Large one-off items impacting financial results.
お知らせ • May 29PlayWay S.A., Annual General Meeting, Jun 20, 2024PlayWay S.A., Annual General Meeting, Jun 20, 2024, at 11:00 Central European Standard Time.
New Risk • May 24New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 20% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 139% Cash payout ratio: 103% Minor Risk Large one-off items impacting financial results.
Buy Or Sell Opportunity • May 23Now 20% undervaluedOver the last 90 days, the stock has risen 3.1% to €72.20. The fair value is estimated to be €90.65, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has declined by 17%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
Reported Earnings • Apr 30Full year 2023 earnings released: EPS: zł19.14 (vs zł17.02 in FY 2022)Full year 2023 results: EPS: zł19.14. Revenue: zł277.0m (up 7.4% from FY 2022). Net income: zł106.7m (down 5.0% from FY 2022). Profit margin: 39% (down from 44% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 5.4% growth forecast for the Entertainment industry in Germany.
お知らせ • Apr 24An unknown buyer acquired a 20.93% stake in 3R Games S.A. (WSE:3RG) from PlayWay S.A. (WSE:PLW).An unknown buyer acquired a 20.93% stake in 3R Games S.A. (WSE:3RG) from PlayWay S.A. (WSE:PLW) on April 22, 2024.An unknown buyer completed the acquisition of a 20.93% stake in 3R Games S.A. (WSE:3RG) from PlayWay S.A. (WSE:PLW) on April 22, 2024.
New Risk • Apr 06New 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 6.9% 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: 139% Cash payout ratio: 114% Minor Risks Share price has been volatile over the past 3 months (6.9% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (37% net profit margin).
Valuation Update With 7 Day Price Move • Mar 06Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €59.80, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 9x in the Entertainment industry in Europe. Total loss to shareholders of 46% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €67.28 per share.
New Risk • Jan 26New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 28% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 139% Cash payout ratio: 114% Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (37% net profit margin).
お知らせ • Jan 17+ 3 more updatesPlayWay S.A. to Report Fiscal Year 2023 Results on Apr 26, 2024PlayWay S.A. announced that they will report fiscal year 2023 results on Apr 26, 2024
Reported Earnings • Dec 01Third quarter 2023 earnings released: EPS: zł4.86 (vs zł6.38 in 3Q 2022)Third quarter 2023 results: EPS: zł4.86 (down from zł6.38 in 3Q 2022). Revenue: zł58.6m (down 24% from 3Q 2022). Net income: zł27.4m (down 35% from 3Q 2022). Profit margin: 47% (down from 55% in 3Q 2022). Revenue is forecast to stay flat during the next 3 years compared to a 3.3% growth forecast for the Entertainment industry in Germany. Over the last 3 years on average, earnings per share has fallen by 21% per year whereas the company’s share price has fallen by 18% per year.
New Risk • Nov 01New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 8.9% 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 Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 122% Cash payout ratio: 119% Earnings are forecast to decline by an average of 8.9% per year for the foreseeable future.
Reported Earnings • Oct 05Second quarter 2023 earnings released: EPS: zł7.62 (vs zł5.52 in 2Q 2022)Second quarter 2023 results: EPS: zł7.62. Revenue: zł71.6m (up 7.5% from 2Q 2022). Net income: zł33.6m (down 7.9% from 2Q 2022). Profit margin: 47% (down from 55% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 2.7% growth forecast for the Entertainment industry in Germany.
Buying Opportunity • Sep 28Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €111, 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 declined by 12%. Revenue is forecast to grow by 22% in a year. Earnings is forecast to grow by 54% in the next year.
Buying Opportunity • Sep 05Now 22% undervaluedOver the last 90 days, the stock is up 3.8%. The fair value is estimated to be €115, 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 declined by 12%. Revenue is forecast to grow by 22% in a year. Earnings is forecast to grow by 54% in the next year.
Upcoming Dividend • Aug 14Upcoming dividend of zł19.39 per share at 4.7% yieldEligible shareholders must have bought the stock before 21 August 2023. Payment date: 29 August 2023. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 4.7%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (1.8%).
New Risk • Jun 12New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported September 2022 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
お知らせ • Jun 04PlayWay S.A., Annual General Meeting, Jun 30, 2023PlayWay S.A., Annual General Meeting, Jun 30, 2023, at 13:30 Central European Standard Time.
お知らせ • Jan 12+ 3 more updatesPlayWay S.A. to Report Q3, 2023 Results on Nov 29, 2023PlayWay S.A. announced that they will report Q3, 2023 results on Nov 29, 2023
Valuation Update With 7 Day Price Move • Jan 09Investor sentiment improved over the past weekAfter last week's 16% share price gain to €75.30, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 14x in the Entertainment industry in Europe. Total returns to shareholders of 40% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €53.94 per share.
Valuation Update With 7 Day Price Move • Dec 06Investor sentiment improved over the past weekAfter last week's 26% share price gain to €77.80, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the Entertainment industry in Europe. Total returns to shareholders of 84% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €56.79 per share.
Reported Earnings • Dec 01Third quarter 2022 earnings released: EPS: zł6.38 (vs zł6.49 in 3Q 2021)Third quarter 2022 results: EPS: zł6.38 (down from zł6.49 in 3Q 2021). Revenue: zł76.7m (up 15% from 3Q 2021). Net income: zł42.1m (down 1.7% from 3Q 2021). Profit margin: 55% (down from 64% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Entertainment industry in Germany. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 9% per year.
Reported Earnings • Oct 04Second quarter 2022 earnings released: EPS: zł5.52 (vs zł3.87 in 2Q 2021)Second quarter 2022 results: EPS: zł5.52 (up from zł3.87 in 2Q 2021). Revenue: zł66.6m (up 30% from 2Q 2021). Net income: zł36.4m (up 42% from 2Q 2021). Profit margin: 55% (up from 50% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Entertainment industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 10% per year.
Upcoming Dividend • Jun 20Upcoming dividend of zł19.22 per shareEligible shareholders must have bought the stock before 27 June 2022. Payment date: 06 July 2022. Payout ratio and cash payout ratio are on the higher end at 94% and 93% respectively. Trailing yield: 6.3%. Within top quartile of German dividend payers (4.5%). Higher than average of industry peers (1.9%).
Reported Earnings • Jun 02First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: zł52.7m (up 26% from 1Q 2021). Net income: zł40.3m (up 58% from 1Q 2021). Profit margin: 76% (up from 61% in 1Q 2021). The increase in margin was primarily driven by higher revenue. Over the next year, revenue is forecast to grow 10%, compared to a 130% growth forecast for the industry in Germany.
Valuation Update With 7 Day Price Move • May 06Investor sentiment improved over the past weekAfter last week's 15% share price gain to €59.00, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 19x in the Entertainment industry in Europe. Total returns to shareholders of 50% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €48.07 per share.
Reported Earnings • May 02Full year 2021 earnings released: EPS: zł22.55 (vs zł30.30 in FY 2020)Full year 2021 results: EPS: zł22.55 (down from zł30.30 in FY 2020). Revenue: zł234.1m (up 43% from FY 2020). Net income: zł127.1m (down 36% from FY 2020). Profit margin: 54% (down from 122% in FY 2020). The decrease in margin was primarily driven by lower expenses. Over the next year, revenue is forecast to grow 12%, compared to a 181% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Apr 23Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €53.50, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 20x in the Entertainment industry in Germany. Total loss to shareholders of 49% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €48.70 per share.
Valuation Update With 7 Day Price Move • Mar 14Investor sentiment improved over the past weekAfter last week's 22% share price gain to €70.95, the stock trades at a trailing P/E ratio of 18.7x. Average forward P/E is 20x in the Entertainment industry in Germany. Total loss to shareholders of 43% over the past year.
Reported Earnings • Dec 02Third quarter 2021 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2021 results: EPS: zł6.49 (up from zł3.27 in 3Q 2020). Revenue: zł67.0m (up 104% from 3Q 2020). Net income: zł42.8m (up 98% from 3Q 2020). Profit margin: 64% (down from 66% in 3Q 2020). Revenue exceeded analyst estimates by 14%. Over the next year, revenue is forecast to grow 50%, compared to a 303% growth forecast for the industry in Germany.
Reported Earnings • Oct 01Second quarter 2021 earnings released: EPS zł3.87 (vs zł19.40 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł51.3m (down 20% from 2Q 2020). Net income: zł25.6m (down 80% from 2Q 2020). Profit margin: 50% (down from 199% in 2Q 2020).
Upcoming Dividend • Jun 15Upcoming dividend of zł12.74 per shareEligible shareholders must have bought the stock before 22 June 2021. Payment date: 30 June 2021. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.9%).
Reported Earnings • Jun 02First quarter 2021 earnings released: EPS zł3.88 (vs zł3.21 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2021 results: Revenue: zł41.8m (up 33% from 1Q 2020). Net income: zł25.5m (up 21% from 1Q 2020). Profit margin: 61% (down from 67% in 1Q 2020).
Valuation Update With 7 Day Price Move • Apr 24Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to zł107, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 30x in the Entertainment industry in Europe. Total returns to shareholders of 27% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €109 per share.
Is New 90 Day High Low • Mar 06New 90-day low: €124The company is down 9.0% from its price of €137 on 04 December 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €109 per share.
Is New 90 Day High Low • Feb 03New 90-day high: €151The company is up 32% from its price of €115 on 04 November 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Entertainment industry, which is up 26% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €109 per share.
Is New 90 Day High Low • Jan 05New 90-day high: €150The company is up 25% from its price of €120 on 07 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Entertainment industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €108 per share.
Reported Earnings • Dec 02Third quarter 2020 earnings released: EPS zł3.27The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: zł32.8m (down 2.0% from 3Q 2019). Net income: zł21.6m (down 18% from 3Q 2019). Profit margin: 66% (down from 78% in 3Q 2019). The decrease in margin was primarily driven by higher expenses.
Valuation Update With 7 Day Price Move • Nov 26Market bids up stock over the past weekAfter last week's 16% share price gain to zł138, the stock is trading at a trailing P/E ratio of 20x, up from the previous P/E ratio of 17.3x. This compares to an average P/E of 35x in the Entertainment industry in Europe. Total returns to shareholders over the past year are 254%.
Is New 90 Day High Low • Nov 25New 90-day high: €129The company is up 21% from its price of €106 on 27 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Entertainment industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €87.70 per share.
Reported Earnings • Oct 04First half earnings releasedOver the last 12 months the company has reported total profits of zł208.0m, up 362% from the prior year. Total revenue was zł164.1m over the last 12 months, up 91% from the prior year.