View ValuationAsseco Business Solutions 将来の成長Future 基準チェック /16 Asseco Business Solutionsは収益が増加すると予測されています。主要情報n/a収益成長率n/aEPS成長率Software 収益成長15.9%収益成長率8.6%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 01Asseco Business Solutions S.A., Annual General Meeting, May 27, 2026Asseco Business Solutions S.A., Annual General Meeting, May 27, 2026, at 11:00 Central European Standard Time.お知らせ • Jan 28+ 3 more updatesAsseco Business Solutions S.A. to Report Fiscal Year 2025 Results on Mar 04, 2026Asseco Business Solutions S.A. announced that they will report fiscal year 2025 results on Mar 04, 2026お知らせ • Apr 15+ 2 more updatesAsseco Business Solutions S.A. to Report First Half, 2025 Results on Aug 05, 2025Asseco Business Solutions S.A. announced that they will report first half, 2025 results on Aug 05, 2025お知らせ • Apr 04Asseco Business Solutions S.A., Annual General Meeting, Apr 29, 2025Asseco Business Solutions S.A., Annual General Meeting, Apr 29, 2025.Buy Or Sell Opportunity • Nov 05Now 20% undervaluedOver the last 90 days, the stock has risen 3.7% to €12.50. The fair value is estimated to be €15.67, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 9.2%.Reported Earnings • Oct 27Third quarter 2024 earnings released: EPS: zł0.83 (vs zł0.77 in 3Q 2023)Third quarter 2024 results: EPS: zł0.83 (up from zł0.77 in 3Q 2023). Revenue: zł101.6m (up 4.1% from 3Q 2023). Net income: zł27.7m (up 7.4% from 3Q 2023). Profit margin: 27% (in line with 3Q 2023). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 13% per year.Buy Or Sell Opportunity • Oct 18Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.6% to €12.35. The fair value is estimated to be €15.56, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 8.7%.Buy Or Sell Opportunity • Oct 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.7% to €13.05. The fair value is estimated to be €16.50, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 8.7%.Buy Or Sell Opportunity • Aug 16Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.2% to €12.85. The fair value is estimated to be €16.09, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 8.7%.Reported Earnings • Aug 04Second quarter 2024 earnings released: EPS: zł0.69 (vs zł0.58 in 2Q 2023)Second quarter 2024 results: EPS: zł0.69 (up from zł0.58 in 2Q 2023). Revenue: zł101.5m (up 16% from 2Q 2023). Net income: zł23.1m (up 19% from 2Q 2023). Profit margin: 23% (in line with 2Q 2023). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Jul 04Now 20% undervaluedOver the last 90 days, the stock has risen 7.3% to €14.05. The fair value is estimated to be €17.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 8.0%.Upcoming Dividend • Jun 27Upcoming dividend of zł2.60 per shareEligible shareholders must have bought the stock before 04 July 2024. Payment date: 16 July 2024. Payout ratio and cash payout ratio are on the higher end at 88% and 81% respectively. Trailing yield: 4.2%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.2%).Buy Or Sell Opportunity • May 31Now 22% undervaluedOver the last 90 days, the stock has risen 8.6% to €13.30. The fair value is estimated to be €17.10, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 8.0%.Buy Or Sell Opportunity • Apr 29Now 21% undervaluedOver the last 90 days, the stock has risen 14% to €13.60. The fair value is estimated to be €17.28, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 8.0%.Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: zł0.72 (vs zł0.61 in 1Q 2023)First quarter 2024 results: EPS: zł0.72 (up from zł0.61 in 1Q 2023). Revenue: zł99.8m (up 12% from 1Q 2023). Net income: zł24.0m (up 18% from 1Q 2023). Profit margin: 24% (up from 23% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Mar 03Full year 2023 earnings released: EPS: zł2.84 (vs zł2.55 in FY 2022)Full year 2023 results: EPS: zł2.84 (up from zł2.55 in FY 2022). Revenue: zł380.5m (up 12% from FY 2022). Net income: zł95.0m (up 11% from FY 2022). Profit margin: 25% (in line with FY 2022). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 19+ 3 more updatesAsseco Business Solutions S.A. to Report Q2, 2024 Results on Aug 01, 2024Asseco Business Solutions S.A. announced that they will report Q2, 2024 results on Aug 01, 2024お知らせ • Dec 14Asseco Business Solutions Appoints Wojciech Barczentewicz as CEOAsseco Business Solutions' supervisory board appointed Wojciech Barczentewicz as the new CEO.Reported Earnings • Oct 31Third quarter 2023 earnings released: EPS: zł0.77 (vs zł0.64 in 3Q 2022)Third quarter 2023 results: EPS: zł0.77 (up from zł0.64 in 3Q 2022). Revenue: zł97.6m (up 18% from 3Q 2022). Net income: zł25.8m (up 21% from 3Q 2022). Profit margin: 26% (in line with 3Q 2022). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Software industry in Germany.Reported Earnings • Aug 06Second quarter 2023 earnings released: EPS: zł0.58 (vs zł0.51 in 2Q 2022)Second quarter 2023 results: EPS: zł0.58 (up from zł0.51 in 2Q 2022). Revenue: zł87.5m (up 12% from 2Q 2022). Net income: zł19.5m (up 13% from 2Q 2022). Profit margin: 22% (in line with 2Q 2022). Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Software industry in Germany.Upcoming Dividend • May 31Upcoming dividend of zł2.30 per share at 5.6% yieldEligible shareholders must have bought the stock before 07 June 2023. Payment date: 21 June 2023. Payout ratio and cash payout ratio are on the higher end at 87% and 84% respectively. Trailing yield: 5.6%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (1.6%).お知らせ • May 09Asseco Business Solutions S.A., Annual General Meeting, May 31, 2023Asseco Business Solutions S.A., Annual General Meeting, May 31, 2023, at 12:30 Central European Standard Time.Reported Earnings • Mar 06Full year 2022 earnings released: EPS: zł2.55 (vs zł2.41 in FY 2021)Full year 2022 results: EPS: zł2.55 (up from zł2.41 in FY 2021). Revenue: zł338.5m (up 10% from FY 2021). Net income: zł85.3m (up 5.8% from FY 2021). Profit margin: 25% (down from 26% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Software industry in Germany.お知らせ • Jan 20+ 3 more updatesAsseco Business Solutions S.A. to Report First Half, 2023 Results on Aug 03, 2023Asseco Business Solutions S.A. announced that they will report first half, 2023 results on Aug 03, 2023Buying Opportunity • Jan 18Now 21% undervaluedOver the last 90 days, the stock is up 27%. The fair value is estimated to be €9.54, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has grown by 6.6%.Valuation Update With 7 Day Price Move • Nov 09Investor sentiment improved over the past weekAfter last week's 16% share price gain to €7.10, the stock trades at a trailing P/E ratio of 13.2x. Average forward P/E is 19x in the Software industry in Germany. Total loss to shareholders of 13% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €11.00 per share.Reported Earnings • Oct 30Third quarter 2022 earnings released: EPS: zł0.64 (vs zł0.56 in 3Q 2021)Third quarter 2022 results: EPS: zł0.64 (up from zł0.56 in 3Q 2021). Revenue: zł82.8m (up 11% from 3Q 2021). Net income: zł21.3m (up 14% from 3Q 2021). Profit margin: 26% (in line with 3Q 2021). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Software industry in Germany.Reported Earnings • Aug 05Second quarter 2022 earnings released: EPS: zł0.51 (vs zł0.50 in 2Q 2021)Second quarter 2022 results: EPS: zł0.51 (up from zł0.50 in 2Q 2021). Revenue: zł78.1m (up 11% from 2Q 2021). Net income: zł17.2m (up 3.5% from 2Q 2021). Profit margin: 22% (down from 24% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 6.9%, compared to a 7.8% growth forecast for the industry in Germany.Buying Opportunity • Jun 11Now 23% undervaluedOver the last 90 days, the stock is up 2.9%. The fair value is estimated to be €11.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.6% over the last 3 years. Earnings per share has grown by 8.6%.Upcoming Dividend • Jun 02Upcoming dividend of zł2.12 per shareEligible shareholders must have bought the stock before 09 June 2022. Payment date: 23 June 2022. Payout ratio and cash payout ratio are on the higher end at 87% and 76% respectively. Trailing yield: 5.2%. Within top quartile of German dividend payers (4.2%). Higher than average of industry peers (2.0%).Buying Opportunity • May 07Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 5.4%. The fair value is estimated to be €10.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.6% over the last 3 years. Earnings per share has grown by 8.6%.お知らせ • May 06Asseco Business Solutions S.A., Annual General Meeting, May 31, 2022Asseco Business Solutions S.A., Annual General Meeting, May 31, 2022, at 12:00 Central European Standard Time.Reported Earnings • May 01First quarter 2022 earnings released: EPS: zł0.53 (vs zł0.49 in 1Q 2021)First quarter 2022 results: EPS: zł0.53 (up from zł0.49 in 1Q 2021). Revenue: zł77.0m (up 6.2% from 1Q 2021). Net income: zł17.6m (up 7.6% from 1Q 2021). Profit margin: 23% (in line with 1Q 2021). Over the next year, revenue is forecast to grow 6.6%, compared to a 14% growth forecast for the industry in Germany.Reported Earnings • Mar 04Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: zł2.41 (up from zł2.29 in FY 2020). Revenue: zł307.4m (up 9.0% from FY 2020). Net income: zł80.6m (up 5.6% from FY 2020). Profit margin: 26% (in line with FY 2020). Revenue was in line with analyst estimates.Buying Opportunity • Feb 11Now 21% undervaluedOver the last 90 days, the stock is up 1.1%. The fair value is estimated to be zł11.15, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.0% per annum over the last 3 years. Earnings per share has grown by 10% per annum over the last 3 years.Buying Opportunity • Jan 26Now 22% undervaluedOver the last 90 days, the stock is up 4.7%. The fair value is estimated to be zł10.85, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.0% per annum over the last 3 years. Earnings per share has grown by 10% per annum over the last 3 years.Reported Earnings • Oct 27Third quarter 2021 earnings released: EPS zł0.56 (vs zł0.47 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: zł74.7m (up 17% from 3Q 2020). Net income: zł18.8m (up 19% from 3Q 2020). Profit margin: 25% (in line with 3Q 2020).Reported Earnings • Aug 03Second quarter 2021 earnings released: EPS zł0.50 (vs zł0.47 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: zł70.3m (up 9.2% from 2Q 2020). Net income: zł16.6m (up 5.7% from 2Q 2020). Profit margin: 24% (in line with 2Q 2020).Reported Earnings • Apr 30First quarter 2021 earnings released: EPS zł0.49 (vs zł0.46 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2021 results: Revenue: zł72.5m (up 8.4% from 1Q 2020). Net income: zł16.4m (up 5.4% from 1Q 2020). Profit margin: 23% (in line with 1Q 2020).業績と収益の成長予測DB:9QQ - 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12/31/2028645N/A194N/A112/31/2027592N/A171211112/31/2026531N/A15019023/31/2026499147171201N/A12/31/2025477133160190N/A9/30/2025455124144180N/A6/30/2025441119136172N/A3/31/2025437119126168N/A12/31/2024429115122163N/A9/30/2024409104103142N/A6/30/2024405102101140N/A3/31/20243919995131N/A12/31/20233819592129N/A9/30/20233759587127N/A6/30/20233609084122N/A3/31/20233518885123N/A12/31/20223398592128N/A9/30/20223288587116N/A6/30/20223208286113N/A3/31/20223128288112N/A12/31/2021307817496N/A9/30/20213048183109N/A6/30/20212947883108N/A3/31/20212887787109N/A12/31/20202827691113N/A9/30/20202787589106N/A6/30/20202807587103N/A3/31/20202777487102N/A12/31/201927473N/A105N/A9/30/201926164N/A94N/A6/30/201925563N/A93N/A3/31/201925763N/A84N/A12/31/201825563N/A80N/A9/30/201825360N/A82N/A6/30/201824956N/A76N/A3/31/201822751N/A74N/A12/31/201721350N/A64N/A9/30/201719045N/A53N/A6/30/201717846N/A51N/A3/31/201717545N/A50N/A12/31/201616942N/A49N/A9/30/201616641N/A52N/A6/30/201616038N/A51N/A3/31/201615636N/A49N/A12/31/201515234N/A46N/A9/30/201515032N/A41N/A6/30/201514730N/A39N/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: 9QQの予測収益成長が 貯蓄率 ( 1.9% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 9QQの収益がGerman市場よりも速く成長す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高成長収益: 9QQの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 9QQの収益 ( 8.6% ) 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: 9QQの収益 ( 8.6% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 9QQ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7D1Y7D1Y7D1YSoftware 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2026/05/20 09:07終値2026/05/20 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Asseco Business Solutions 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。6 アナリスト機関Kamil KliszczBiuro maklerskie mBankuPawel SzpigielBiuro maklerskie mBankuBeata Szparaga-WasniewskaBiuro maklerskie mBanku3 その他のアナリストを表示
お知らせ • May 01Asseco Business Solutions S.A., Annual General Meeting, May 27, 2026Asseco Business Solutions S.A., Annual General Meeting, May 27, 2026, at 11:00 Central European Standard Time.
お知らせ • Jan 28+ 3 more updatesAsseco Business Solutions S.A. to Report Fiscal Year 2025 Results on Mar 04, 2026Asseco Business Solutions S.A. announced that they will report fiscal year 2025 results on Mar 04, 2026
お知らせ • Apr 15+ 2 more updatesAsseco Business Solutions S.A. to Report First Half, 2025 Results on Aug 05, 2025Asseco Business Solutions S.A. announced that they will report first half, 2025 results on Aug 05, 2025
お知らせ • Apr 04Asseco Business Solutions S.A., Annual General Meeting, Apr 29, 2025Asseco Business Solutions S.A., Annual General Meeting, Apr 29, 2025.
Buy Or Sell Opportunity • Nov 05Now 20% undervaluedOver the last 90 days, the stock has risen 3.7% to €12.50. The fair value is estimated to be €15.67, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 9.2%.
Reported Earnings • Oct 27Third quarter 2024 earnings released: EPS: zł0.83 (vs zł0.77 in 3Q 2023)Third quarter 2024 results: EPS: zł0.83 (up from zł0.77 in 3Q 2023). Revenue: zł101.6m (up 4.1% from 3Q 2023). Net income: zł27.7m (up 7.4% from 3Q 2023). Profit margin: 27% (in line with 3Q 2023). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 13% per year.
Buy Or Sell Opportunity • Oct 18Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.6% to €12.35. The fair value is estimated to be €15.56, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 8.7%.
Buy Or Sell Opportunity • Oct 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.7% to €13.05. The fair value is estimated to be €16.50, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 8.7%.
Buy Or Sell Opportunity • Aug 16Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.2% to €12.85. The fair value is estimated to be €16.09, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 8.7%.
Reported Earnings • Aug 04Second quarter 2024 earnings released: EPS: zł0.69 (vs zł0.58 in 2Q 2023)Second quarter 2024 results: EPS: zł0.69 (up from zł0.58 in 2Q 2023). Revenue: zł101.5m (up 16% from 2Q 2023). Net income: zł23.1m (up 19% from 2Q 2023). Profit margin: 23% (in line with 2Q 2023). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Jul 04Now 20% undervaluedOver the last 90 days, the stock has risen 7.3% to €14.05. The fair value is estimated to be €17.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 8.0%.
Upcoming Dividend • Jun 27Upcoming dividend of zł2.60 per shareEligible shareholders must have bought the stock before 04 July 2024. Payment date: 16 July 2024. Payout ratio and cash payout ratio are on the higher end at 88% and 81% respectively. Trailing yield: 4.2%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.2%).
Buy Or Sell Opportunity • May 31Now 22% undervaluedOver the last 90 days, the stock has risen 8.6% to €13.30. The fair value is estimated to be €17.10, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 8.0%.
Buy Or Sell Opportunity • Apr 29Now 21% undervaluedOver the last 90 days, the stock has risen 14% to €13.60. The fair value is estimated to be €17.28, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 8.0%.
Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: zł0.72 (vs zł0.61 in 1Q 2023)First quarter 2024 results: EPS: zł0.72 (up from zł0.61 in 1Q 2023). Revenue: zł99.8m (up 12% from 1Q 2023). Net income: zł24.0m (up 18% from 1Q 2023). Profit margin: 24% (up from 23% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Mar 03Full year 2023 earnings released: EPS: zł2.84 (vs zł2.55 in FY 2022)Full year 2023 results: EPS: zł2.84 (up from zł2.55 in FY 2022). Revenue: zł380.5m (up 12% from FY 2022). Net income: zł95.0m (up 11% from FY 2022). Profit margin: 25% (in line with FY 2022). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 19+ 3 more updatesAsseco Business Solutions S.A. to Report Q2, 2024 Results on Aug 01, 2024Asseco Business Solutions S.A. announced that they will report Q2, 2024 results on Aug 01, 2024
お知らせ • Dec 14Asseco Business Solutions Appoints Wojciech Barczentewicz as CEOAsseco Business Solutions' supervisory board appointed Wojciech Barczentewicz as the new CEO.
Reported Earnings • Oct 31Third quarter 2023 earnings released: EPS: zł0.77 (vs zł0.64 in 3Q 2022)Third quarter 2023 results: EPS: zł0.77 (up from zł0.64 in 3Q 2022). Revenue: zł97.6m (up 18% from 3Q 2022). Net income: zł25.8m (up 21% from 3Q 2022). Profit margin: 26% (in line with 3Q 2022). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Software industry in Germany.
Reported Earnings • Aug 06Second quarter 2023 earnings released: EPS: zł0.58 (vs zł0.51 in 2Q 2022)Second quarter 2023 results: EPS: zł0.58 (up from zł0.51 in 2Q 2022). Revenue: zł87.5m (up 12% from 2Q 2022). Net income: zł19.5m (up 13% from 2Q 2022). Profit margin: 22% (in line with 2Q 2022). Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Software industry in Germany.
Upcoming Dividend • May 31Upcoming dividend of zł2.30 per share at 5.6% yieldEligible shareholders must have bought the stock before 07 June 2023. Payment date: 21 June 2023. Payout ratio and cash payout ratio are on the higher end at 87% and 84% respectively. Trailing yield: 5.6%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (1.6%).
お知らせ • May 09Asseco Business Solutions S.A., Annual General Meeting, May 31, 2023Asseco Business Solutions S.A., Annual General Meeting, May 31, 2023, at 12:30 Central European Standard Time.
Reported Earnings • Mar 06Full year 2022 earnings released: EPS: zł2.55 (vs zł2.41 in FY 2021)Full year 2022 results: EPS: zł2.55 (up from zł2.41 in FY 2021). Revenue: zł338.5m (up 10% from FY 2021). Net income: zł85.3m (up 5.8% from FY 2021). Profit margin: 25% (down from 26% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Software industry in Germany.
お知らせ • Jan 20+ 3 more updatesAsseco Business Solutions S.A. to Report First Half, 2023 Results on Aug 03, 2023Asseco Business Solutions S.A. announced that they will report first half, 2023 results on Aug 03, 2023
Buying Opportunity • Jan 18Now 21% undervaluedOver the last 90 days, the stock is up 27%. The fair value is estimated to be €9.54, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has grown by 6.6%.
Valuation Update With 7 Day Price Move • Nov 09Investor sentiment improved over the past weekAfter last week's 16% share price gain to €7.10, the stock trades at a trailing P/E ratio of 13.2x. Average forward P/E is 19x in the Software industry in Germany. Total loss to shareholders of 13% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €11.00 per share.
Reported Earnings • Oct 30Third quarter 2022 earnings released: EPS: zł0.64 (vs zł0.56 in 3Q 2021)Third quarter 2022 results: EPS: zł0.64 (up from zł0.56 in 3Q 2021). Revenue: zł82.8m (up 11% from 3Q 2021). Net income: zł21.3m (up 14% from 3Q 2021). Profit margin: 26% (in line with 3Q 2021). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Software industry in Germany.
Reported Earnings • Aug 05Second quarter 2022 earnings released: EPS: zł0.51 (vs zł0.50 in 2Q 2021)Second quarter 2022 results: EPS: zł0.51 (up from zł0.50 in 2Q 2021). Revenue: zł78.1m (up 11% from 2Q 2021). Net income: zł17.2m (up 3.5% from 2Q 2021). Profit margin: 22% (down from 24% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 6.9%, compared to a 7.8% growth forecast for the industry in Germany.
Buying Opportunity • Jun 11Now 23% undervaluedOver the last 90 days, the stock is up 2.9%. The fair value is estimated to be €11.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.6% over the last 3 years. Earnings per share has grown by 8.6%.
Upcoming Dividend • Jun 02Upcoming dividend of zł2.12 per shareEligible shareholders must have bought the stock before 09 June 2022. Payment date: 23 June 2022. Payout ratio and cash payout ratio are on the higher end at 87% and 76% respectively. Trailing yield: 5.2%. Within top quartile of German dividend payers (4.2%). Higher than average of industry peers (2.0%).
Buying Opportunity • May 07Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 5.4%. The fair value is estimated to be €10.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.6% over the last 3 years. Earnings per share has grown by 8.6%.
お知らせ • May 06Asseco Business Solutions S.A., Annual General Meeting, May 31, 2022Asseco Business Solutions S.A., Annual General Meeting, May 31, 2022, at 12:00 Central European Standard Time.
Reported Earnings • May 01First quarter 2022 earnings released: EPS: zł0.53 (vs zł0.49 in 1Q 2021)First quarter 2022 results: EPS: zł0.53 (up from zł0.49 in 1Q 2021). Revenue: zł77.0m (up 6.2% from 1Q 2021). Net income: zł17.6m (up 7.6% from 1Q 2021). Profit margin: 23% (in line with 1Q 2021). Over the next year, revenue is forecast to grow 6.6%, compared to a 14% growth forecast for the industry in Germany.
Reported Earnings • Mar 04Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: zł2.41 (up from zł2.29 in FY 2020). Revenue: zł307.4m (up 9.0% from FY 2020). Net income: zł80.6m (up 5.6% from FY 2020). Profit margin: 26% (in line with FY 2020). Revenue was in line with analyst estimates.
Buying Opportunity • Feb 11Now 21% undervaluedOver the last 90 days, the stock is up 1.1%. The fair value is estimated to be zł11.15, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.0% per annum over the last 3 years. Earnings per share has grown by 10% per annum over the last 3 years.
Buying Opportunity • Jan 26Now 22% undervaluedOver the last 90 days, the stock is up 4.7%. The fair value is estimated to be zł10.85, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.0% per annum over the last 3 years. Earnings per share has grown by 10% per annum over the last 3 years.
Reported Earnings • Oct 27Third quarter 2021 earnings released: EPS zł0.56 (vs zł0.47 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: zł74.7m (up 17% from 3Q 2020). Net income: zł18.8m (up 19% from 3Q 2020). Profit margin: 25% (in line with 3Q 2020).
Reported Earnings • Aug 03Second quarter 2021 earnings released: EPS zł0.50 (vs zł0.47 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: zł70.3m (up 9.2% from 2Q 2020). Net income: zł16.6m (up 5.7% from 2Q 2020). Profit margin: 24% (in line with 2Q 2020).
Reported Earnings • Apr 30First quarter 2021 earnings released: EPS zł0.49 (vs zł0.46 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2021 results: Revenue: zł72.5m (up 8.4% from 1Q 2020). Net income: zł16.4m (up 5.4% from 1Q 2020). Profit margin: 23% (in line with 1Q 2020).