View ValuationCyfrowy Polsat 将来の成長Future 基準チェック /36Cyfrowy Polsat利益と収益がそれぞれ年間114.7%と2.2%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4.6% 86.5%なると予測されています。主要情報114.7%収益成長率86.46%EPS成長率Telecom 収益成長21.2%収益成長率2.2%将来の株主資本利益率4.61%アナリストカバレッジGood最終更新日21 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesReported Earnings • May 22First quarter 2026 earnings released: EPS: zł0.24 (vs zł0.15 in 1Q 2025)First quarter 2026 results: EPS: zł0.24 (up from zł0.15 in 1Q 2025). Revenue: zł3.64b (up 3.0% from 1Q 2025). Net income: zł127.9m (up 55% from 1Q 2025). Profit margin: 3.5% (up from 2.3% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 89 percentage points per year, which is a significant difference in performance.お知らせ • Jan 23Cyfrowy Polsat S.A. to Report Fiscal Year 2025 Results on Apr 16, 2026Cyfrowy Polsat S.A. announced that they will report fiscal year 2025 results at 8:30 AM, Central European Standard Time on Apr 16, 2026お知らせ • Jan 22+ 2 more updatesCyfrowy Polsat S.A. to Report Q3, 2026 Results on Nov 18, 2026Cyfrowy Polsat S.A. announced that they will report Q3, 2026 results on Nov 18, 2026お知らせ • Mar 25Cyfrowy Polsat S.A.(WSE:CPS) dropped from WIG 20 IndexCyfrowy Polsat S.A. has been dropped from the WIG 20 Index .お知らせ • Feb 02+ 2 more updatesCyfrowy Polsat S.A. to Report Q2, 2025 Results on Aug 27, 2025Cyfrowy Polsat S.A. announced that they will report Q2, 2025 results on Aug 27, 2025お知らせ • Feb 01Cyfrowy Polsat S.A. to Report Fiscal Year 2024 Results on Apr 10, 2025Cyfrowy Polsat S.A. announced that they will report fiscal year 2024 results at 11:30 AM, Central European Standard Time on Apr 10, 2025Reported Earnings • Aug 22Second quarter 2024 earnings released: EPS: zł0.32 (vs zł0.013 loss in 2Q 2023)Second quarter 2024 results: EPS: zł0.32 (up from zł0.013 loss in 2Q 2023). Revenue: zł3.45b (up 5.0% from 2Q 2023). Net income: zł146.4m (up zł153.7m from 2Q 2023). Profit margin: 4.2% (up from net loss in 2Q 2023). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Media industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 43 percentage points per year, which is a significant difference in performance.Reported Earnings • May 23First quarter 2024 earnings released: EPS: zł0.33 (vs zł0.12 in 1Q 2023)First quarter 2024 results: EPS: zł0.33 (up from zł0.12 in 1Q 2023). Revenue: zł3.41b (up 6.4% from 1Q 2023). Net income: zł180.1m (up 179% from 1Q 2023). Profit margin: 5.3% (up from 2.0% in 1Q 2023). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 23% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • May 10Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €2.55, the stock trades at a forward P/E ratio of 395x. Average forward P/E is 11x in the Media industry in Germany. Total loss to shareholders of 54% over the past three years.New Risk • Apr 12New 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 7.5% 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 Interest payments are not well covered by earnings (1.2x net interest cover). Minor Risks Share price has been volatile over the past 3 months (7.5% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.0% net profit margin).Reported Earnings • Apr 12Full year 2023 earnings released: EPS: zł0.57 (vs zł1.61 in FY 2022)Full year 2023 results: EPS: zł0.57 (down from zł1.61 in FY 2022). Revenue: zł13.6b (up 5.5% from FY 2022). Net income: zł278.5m (down 69% from FY 2022). Profit margin: 2.0% (down from 7.0% in FY 2022). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 29% per year, which means it has not declined as severely as earnings.お知らせ • Feb 02+ 2 more updatesCyfrowy Polsat S.A. to Report First Half, 2024 Results on Aug 21, 2024Cyfrowy Polsat S.A. announced that they will report first half, 2024 results on Aug 21, 2024お知らせ • Feb 01Cyfrowy Polsat S.A. to Report Fiscal Year 2023 Results on Apr 11, 2024Cyfrowy Polsat S.A. announced that they will report fiscal year 2023 results on Apr 11, 2024Reported Earnings • Nov 09Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: zł3.46b (up 5.6% from 3Q 2022). Net income: zł120.8m (down 49% from 3Q 2022). Profit margin: 3.5% (down from 7.2% in 3Q 2022). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.New Risk • Oct 11New 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 6.2% 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 Risk Interest payments are not well covered by earnings (1.4x net interest cover). Minor Risks Share price has been volatile over the past 3 months (6.2% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.4% net profit margin).お知らせ • Jul 01Cyfrowy Polsat S.A. Announces Management AppointmentsCyfrowy Polsat have appointed two new vice-chairmen of the supervisory board of the company. Tobias Solorz and Piort Zak have been appointed to those positions.お知らせ • Jun 30Cyfrowy Polsat to Pay No Dividend from 2022Cyfrowy Polsat shareholders decided to retain the entire net profit from 2022 in line with the management recommendation. Previously the management said it decided not to recommend the dividend payout from the 2022 profit due to "the capital-intensive strategic investments carried out by the Company as part of its Strategy 2023+.お知らせ • Jun 03+ 1 more updateCyfrowy Polsat S.A., Annual General Meeting, Jun 29, 2023Cyfrowy Polsat S.A., Annual General Meeting, Jun 29, 2023, at 11:00 Central European Standard Time. Location: Company's registered office in Warsaw, at street Lubinowa 4A, Warsaw Poland Agenda: To consider the Management Board's report on the Company's activities in the financial year 2022; to consider the annual financial statements for the financial year 2022; to consider the Management Board's report on activities of the capital group of the Company in the financial year 2022; to consider the consolidated annual financial statements of the capital group of the Company for the financial year 2022; to consider the Supervisory Board's report for the financial year 2022; to consider the evaluation of the report on the remuneration of the Management Board and Supervisory Board Members for the year 2022; to consider theMembers of the Management Board for the performance of their duties in the year 2022; to consider the Members of the Supervisory Board for the performance of their duties in the year 2022; and to consider the distribution of the Company's profit for the 2022 financial year.Reported Earnings • Apr 20Full year 2022 earnings releasedFull year 2022 results: Revenue: zł12.9b (up 3.8% from FY 2021). Net income: zł900.0m (down 80% from FY 2021). Profit margin: 7.0% (down from 35% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.お知らせ • Jan 29+ 2 more updatesCyfrowy Polsat S.A. to Report Q1, 2023 Results on May 15, 2023Cyfrowy Polsat S.A. announced that they will report Q1, 2023 results on May 15, 2023お知らせ • Jan 28Cyfrowy Polsat S.A. to Report Fiscal Year 2022 Results on Mar 30, 2023Cyfrowy Polsat S.A. announced that they will report fiscal year 2022 results at 11:30 AM, Central European Standard Time on Mar 30, 2023お知らせ • Dec 27Cyfrowy Polsat Announces Board ChangesCyfrowy Polsat appointed Agata Wiktorow-Sobczuk its new director of investors relations. Wiktorow-Sobczuk will replace Grzegorz Para, who is leaving the company.Reported Earnings • Nov 16Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: zł3.27b (up 7.9% from 3Q 2021). Net income: zł236.7m (down 93% from 3Q 2021). Profit margin: 7.2% (down from 104% in 3Q 2021). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.お知らせ • Sep 29Embud 2 sp. z o.o. S.K.A. entered into contract to acquire unknown minority stakes in MODIVO S.A. from Cyfrowy Polsat S.A. (WSE:CPS) for PLN 600 million.Embud 2 sp. z o.o. S.K.A. entered into contract to acquire unknown minority stakes in MODIVO S.A. from Cyfrowy Polsat S.A. (WSE:CPS) for PLN 600 million on September 27, 2022. Embud 2 sp. z o.o. S.K.A will acquire 1 million shares at a price of PLN 600 per share.お知らせ • Sep 19Cyfrowy Polsat S.A.(WSE:CPS) dropped from FTSE All-World Index (USD)Cyfrowy Polsat S.A.(WSE:CPS) dropped from FTSE All-World Index (USD)Upcoming Dividend • Sep 12Upcoming dividend of zł1.20 per shareEligible shareholders must have bought the stock before 19 September 2022. Payment date: 15 December 2022. Payout ratio is a comfortable 18% but the company is paying out more than the cash it is generating. Trailing yield: 6.2%. Within top quartile of German dividend payers (4.8%). Lower than average of industry peers (8.5%).Reported Earnings • Aug 19Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: zł3.23b (up 2.2% from 2Q 2021). Net income: zł288.9m (down 46% from 2Q 2021). Profit margin: 8.9% (down from 17% in 2Q 2021). Over the next year, revenue is forecast to grow 1.3%, compared to a 6.4% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.お知らせ • Jun 24Cyfrowy Polsat Announces Dividend, Payable on December 15, 2022Cyfrowy Polsat will pay out a dividend of PLN 1.2 per share, or a total of PLN 660.8 million, above the management proposal for PLN 1.0 DPS, shareholders decided during the Thursday GM. Dividend rights will be set September 20 and the payment will follow on December 15. Cyfrowy Polsat last paid PLN 1.2 in dividend per share from 2020 profits and retained earnings.お知らせ • May 28+ 1 more updateCyfrowy Polsat Recommends Dividend, Payable on December 15, 2022Cyfrowy Polsat recommended dividend payment of PLN 1 per share or a total of PLN 550.7 million. According to the proposal, dividend rights would be set September 20, 2022 and the payment would be made December 15, 2022.Reported Earnings • May 13First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: zł2.99b (flat on 1Q 2021). Net income: zł214.9m (down 45% from 1Q 2021). Profit margin: 7.2% (down from 13% in 1Q 2021). Over the next year, revenue is forecast to grow 1.9%, compared to a 8.3% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 10Third quarter 2021 earnings releasedThird quarter 2021 results: Revenue: zł3.03b (flat on 3Q 2020). Net income: zł3.14b (up zł2.80b from 3Q 2020). Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 07Upcoming dividend of zł1.20 per shareEligible shareholders must have bought the stock before 14 September 2021. Payment date: 10 December 2021. Trailing yield: 3.3%. Within top quartile of German dividend payers (3.2%). Lower than average of industry peers (3.8%).Reported Earnings • Aug 21Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł3.16b (up 10% from 2Q 2020). Net income: zł539.3m (up 87% from 2Q 2020). Profit margin: 17% (up from 10% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year and the company’s share price has also increased by 14% per year.お知らせ • May 29Cyfrowy Polsat Announces DividendCyfrowy Polsat S.A. announced dividend rights to be established September 15, while the payment would be split into two traches: PLN 0.4 per share would be paid September 28 and PLN 0.8 per share would be paid December 10.Reported Earnings • May 15First quarter 2021 earnings released: EPS zł0.61 (vs zł0.28 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: zł2.99b (up 4.9% from 1Q 2020). Net income: zł389.6m (up 114% from 1Q 2020). Profit margin: 13% (up from 6.4% in 1Q 2020). The increase in margin was primarily driven by higher revenue.お知らせ • Apr 29Cyfrowy Polsat S.A. (WSE:CPS) made an offer to acquire an additional 20.9% stake in Netia S.A. (WSE:NET) for approximately PLN 400 million.Cyfrowy Polsat S.A. (WSE:CPS) made an offer to acquire an additional 20.9% stake in Netia S.A. (WSE:NET) for approximately PLN 400 million on April 28, 2021. As per the offer, Cyfrowy Polsat S.A. will acquire 70 million shares at PLN 5.77 per share. Trigon acted as broker in the transaction.Reported Earnings • Mar 26Full year 2020 earnings releasedThe company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: zł12.0b (up 2.5% from FY 2019). Net income: zł1.14b (up 3.7% from FY 2019). Profit margin: 9.5% (in line with FY 2019).お知らせ • Mar 14CCC to Sell 20% Interest in eobuwieCCC S.A. (WSE:CCC) has entered into exclusive talks on the sale of a minority stake in eobuwie.pl S.A., valuing the online shoe shop at PLN 5 billion ($1.30 billion), it said late on March 11, 2021. Cyfrowy Polsat S.A. (WSE:CPS) and A&R Investments Ltd, a shareholder of parcel lockers company InPost, are interested in taking a 10% stake each in the platform for PLN 500 million in pre-initial public offering (IPO) deals, CCC said. CCC, hit by ailing brick-and-mortar sales due to the pandemic, started to look for a minority investor for eobuwie in 2020 as it turned to online sales. Cyfrowy Polsat said it sees a possible financial investment in eobuwie, which also offers it exposure to the e-commerce sector.Is New 90 Day High Low • Jan 09New 90-day high: €6.54The company is up 11% from its price of €5.87 on 09 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Media industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €10.47 per share.お知らせ • Dec 25Cyfrowy Polsat S.A. (WSE:CPS) made an offer to acquire remaining 34.02% in Netia S.A. (WSE:NET) for approximately PLN 550 million.Cyfrowy Polsat S.A. (WSE:CPS) made an offer to acquire remaining 34.02% in Netia S.A. (WSE:NET) for approximately PLN 550 million on December 23, 2020. Under the terms of the transaction Cyfrowy Polsat S.A. will acquire 114.2 million shares for PLN 4.8 per share. The tender offer period will commence on January 15, 2021 and end of February 26, 2021. Prior to the the transaction Cyfrowy Polsat holds 221.4 million shares representing 65.98% and post acquisition will own 100% stake in Netia S.A. On 23 December 2020, the Supervisory Board of the Company adopted a resolution consenting to the announcement of the Tender Offer.お知らせ • Dec 12+ 3 more updatesCyfrowy Polsat S.A. to Report First Half, 2021 Results on Aug 18, 2021Cyfrowy Polsat S.A. announced that they will report first half, 2021 results on Aug 18, 2021Is New 90 Day High Low • Dec 08New 90-day high: €6.39The company is up 14% from its price of €5.62 on 09 September 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Media industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €9.00 per share.Analyst Estimate Surprise Post Earnings • Nov 11Revenue beats expectationsRevenue exceeded analyst estimates by 1.4%. Over the next year, revenue is forecast to grow 1.9% while the growth in Media industry in Germany is expected to stay flat.Is New 90 Day High Low • Oct 16New 90-day low: €5.38The company is down 12% from its price of €6.12 on 17 July 2020. The German market is flat over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.50 per share.お知らせ • Sep 02Cyfrowy Polsat S.A. to Report Q3, 2020 Results on Oct 11, 2020Cyfrowy Polsat S.A. announced that they will report Q3, 2020 results on Oct 11, 2020業績と収益の成長予測DB:CP9 - 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12/31/202815,3268671,5753,251312/31/202714,9435881,3962,754612/31/202614,7445279852,62073/31/202614,428-2,5061,2303,409N/A12/31/202514,324-2,5511,1463,140N/A9/30/202514,5614007263,271N/A6/30/202514,7125801,0033,432N/A3/31/202514,5806139613,348N/A12/31/202414,4557111,0783,427N/A9/30/202414,4496761,2173,453N/A6/30/202414,278548662,617N/A3/31/202414,0183944482,856N/A12/31/202313,812279-5552,392N/A9/30/202313,374338-6782,140N/A6/30/202313,1904531572,556N/A3/31/202313,128750-9621,483N/A12/31/202212,9159001331,762N/A9/30/202212,7511,0786501,882N/A6/30/202212,5123,9848472,061N/A3/31/202212,4434,2341,6322,924N/A12/31/202112,4444,4091,9163,234N/A9/30/202112,4274,3961,9803,471N/A6/30/202112,3991,6002,0103,517N/A3/31/202112,1021,3491,9683,362N/A12/31/202011,9631,1421,9073,252N/A9/30/202011,7841,1312,0793,271N/A6/30/202011,6731,0162,0153,269N/A3/31/202011,7339912,2503,551N/A12/31/201911,6761,101N/A3,473N/A9/30/201911,609858N/A3,365N/A6/30/201911,452853N/A3,253N/A3/31/201911,132825N/A3,046N/A12/31/201810,686834N/A2,915N/A9/30/201810,263930N/A2,830N/A6/30/20189,919947N/A2,642N/A3/31/20189,7861,002N/A2,760N/A12/31/20179,829981N/A2,941N/A9/30/20179,7851,163N/A2,832N/A6/30/20179,7811,199N/A3,028N/A3/31/20179,7541,145N/A3,190N/A12/31/20169,7301,041N/A2,885N/A9/30/20169,805877N/A2,919N/A6/30/20169,8321,101N/A2,959N/A3/31/20169,8581,168N/A2,917N/A12/31/20159,8231,163N/A2,888N/A9/30/20159,734992N/A2,762N/A6/30/20159,739538N/A2,629N/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: CP9は今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 1.9% ) よりも高い成長率であると考えられます。収益対市場: CP9今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: CP9今後 3 年以内に収益を上げることが予想されます。収益対市場: CP9の収益 ( 2.2% ) German市場 ( 6.8% ) よりも低い成長が予測されています。高い収益成長: CP9の収益 ( 2.2% ) 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: CP9の 自己資本利益率 は、3年後には低くなると予測されています ( 4.6 %)。成長企業の発掘7D1Y7D1Y7D1YTelecom 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 22:53終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Cyfrowy Polsat S.A. 7 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。19 アナリスト機関Maurice PatrickBarclaysOndrej CabejšekBerenbergBeata Szparaga-WasniewskaBiuro maklerskie mBanku16 その他のアナリストを表示
Reported Earnings • May 22First quarter 2026 earnings released: EPS: zł0.24 (vs zł0.15 in 1Q 2025)First quarter 2026 results: EPS: zł0.24 (up from zł0.15 in 1Q 2025). Revenue: zł3.64b (up 3.0% from 1Q 2025). Net income: zł127.9m (up 55% from 1Q 2025). Profit margin: 3.5% (up from 2.3% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 89 percentage points per year, which is a significant difference in performance.
お知らせ • Jan 23Cyfrowy Polsat S.A. to Report Fiscal Year 2025 Results on Apr 16, 2026Cyfrowy Polsat S.A. announced that they will report fiscal year 2025 results at 8:30 AM, Central European Standard Time on Apr 16, 2026
お知らせ • Jan 22+ 2 more updatesCyfrowy Polsat S.A. to Report Q3, 2026 Results on Nov 18, 2026Cyfrowy Polsat S.A. announced that they will report Q3, 2026 results on Nov 18, 2026
お知らせ • Mar 25Cyfrowy Polsat S.A.(WSE:CPS) dropped from WIG 20 IndexCyfrowy Polsat S.A. has been dropped from the WIG 20 Index .
お知らせ • Feb 02+ 2 more updatesCyfrowy Polsat S.A. to Report Q2, 2025 Results on Aug 27, 2025Cyfrowy Polsat S.A. announced that they will report Q2, 2025 results on Aug 27, 2025
お知らせ • Feb 01Cyfrowy Polsat S.A. to Report Fiscal Year 2024 Results on Apr 10, 2025Cyfrowy Polsat S.A. announced that they will report fiscal year 2024 results at 11:30 AM, Central European Standard Time on Apr 10, 2025
Reported Earnings • Aug 22Second quarter 2024 earnings released: EPS: zł0.32 (vs zł0.013 loss in 2Q 2023)Second quarter 2024 results: EPS: zł0.32 (up from zł0.013 loss in 2Q 2023). Revenue: zł3.45b (up 5.0% from 2Q 2023). Net income: zł146.4m (up zł153.7m from 2Q 2023). Profit margin: 4.2% (up from net loss in 2Q 2023). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Media industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 43 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 23First quarter 2024 earnings released: EPS: zł0.33 (vs zł0.12 in 1Q 2023)First quarter 2024 results: EPS: zł0.33 (up from zł0.12 in 1Q 2023). Revenue: zł3.41b (up 6.4% from 1Q 2023). Net income: zł180.1m (up 179% from 1Q 2023). Profit margin: 5.3% (up from 2.0% in 1Q 2023). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 23% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • May 10Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €2.55, the stock trades at a forward P/E ratio of 395x. Average forward P/E is 11x in the Media industry in Germany. Total loss to shareholders of 54% over the past three years.
New Risk • Apr 12New 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 7.5% 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 Interest payments are not well covered by earnings (1.2x net interest cover). Minor Risks Share price has been volatile over the past 3 months (7.5% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.0% net profit margin).
Reported Earnings • Apr 12Full year 2023 earnings released: EPS: zł0.57 (vs zł1.61 in FY 2022)Full year 2023 results: EPS: zł0.57 (down from zł1.61 in FY 2022). Revenue: zł13.6b (up 5.5% from FY 2022). Net income: zł278.5m (down 69% from FY 2022). Profit margin: 2.0% (down from 7.0% in FY 2022). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 29% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 02+ 2 more updatesCyfrowy Polsat S.A. to Report First Half, 2024 Results on Aug 21, 2024Cyfrowy Polsat S.A. announced that they will report first half, 2024 results on Aug 21, 2024
お知らせ • Feb 01Cyfrowy Polsat S.A. to Report Fiscal Year 2023 Results on Apr 11, 2024Cyfrowy Polsat S.A. announced that they will report fiscal year 2023 results on Apr 11, 2024
Reported Earnings • Nov 09Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: zł3.46b (up 5.6% from 3Q 2022). Net income: zł120.8m (down 49% from 3Q 2022). Profit margin: 3.5% (down from 7.2% in 3Q 2022). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.
New Risk • Oct 11New 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 6.2% 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 Risk Interest payments are not well covered by earnings (1.4x net interest cover). Minor Risks Share price has been volatile over the past 3 months (6.2% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.4% net profit margin).
お知らせ • Jul 01Cyfrowy Polsat S.A. Announces Management AppointmentsCyfrowy Polsat have appointed two new vice-chairmen of the supervisory board of the company. Tobias Solorz and Piort Zak have been appointed to those positions.
お知らせ • Jun 30Cyfrowy Polsat to Pay No Dividend from 2022Cyfrowy Polsat shareholders decided to retain the entire net profit from 2022 in line with the management recommendation. Previously the management said it decided not to recommend the dividend payout from the 2022 profit due to "the capital-intensive strategic investments carried out by the Company as part of its Strategy 2023+.
お知らせ • Jun 03+ 1 more updateCyfrowy Polsat S.A., Annual General Meeting, Jun 29, 2023Cyfrowy Polsat S.A., Annual General Meeting, Jun 29, 2023, at 11:00 Central European Standard Time. Location: Company's registered office in Warsaw, at street Lubinowa 4A, Warsaw Poland Agenda: To consider the Management Board's report on the Company's activities in the financial year 2022; to consider the annual financial statements for the financial year 2022; to consider the Management Board's report on activities of the capital group of the Company in the financial year 2022; to consider the consolidated annual financial statements of the capital group of the Company for the financial year 2022; to consider the Supervisory Board's report for the financial year 2022; to consider the evaluation of the report on the remuneration of the Management Board and Supervisory Board Members for the year 2022; to consider theMembers of the Management Board for the performance of their duties in the year 2022; to consider the Members of the Supervisory Board for the performance of their duties in the year 2022; and to consider the distribution of the Company's profit for the 2022 financial year.
Reported Earnings • Apr 20Full year 2022 earnings releasedFull year 2022 results: Revenue: zł12.9b (up 3.8% from FY 2021). Net income: zł900.0m (down 80% from FY 2021). Profit margin: 7.0% (down from 35% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
お知らせ • Jan 29+ 2 more updatesCyfrowy Polsat S.A. to Report Q1, 2023 Results on May 15, 2023Cyfrowy Polsat S.A. announced that they will report Q1, 2023 results on May 15, 2023
お知らせ • Jan 28Cyfrowy Polsat S.A. to Report Fiscal Year 2022 Results on Mar 30, 2023Cyfrowy Polsat S.A. announced that they will report fiscal year 2022 results at 11:30 AM, Central European Standard Time on Mar 30, 2023
お知らせ • Dec 27Cyfrowy Polsat Announces Board ChangesCyfrowy Polsat appointed Agata Wiktorow-Sobczuk its new director of investors relations. Wiktorow-Sobczuk will replace Grzegorz Para, who is leaving the company.
Reported Earnings • Nov 16Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: zł3.27b (up 7.9% from 3Q 2021). Net income: zł236.7m (down 93% from 3Q 2021). Profit margin: 7.2% (down from 104% in 3Q 2021). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
お知らせ • Sep 29Embud 2 sp. z o.o. S.K.A. entered into contract to acquire unknown minority stakes in MODIVO S.A. from Cyfrowy Polsat S.A. (WSE:CPS) for PLN 600 million.Embud 2 sp. z o.o. S.K.A. entered into contract to acquire unknown minority stakes in MODIVO S.A. from Cyfrowy Polsat S.A. (WSE:CPS) for PLN 600 million on September 27, 2022. Embud 2 sp. z o.o. S.K.A will acquire 1 million shares at a price of PLN 600 per share.
お知らせ • Sep 19Cyfrowy Polsat S.A.(WSE:CPS) dropped from FTSE All-World Index (USD)Cyfrowy Polsat S.A.(WSE:CPS) dropped from FTSE All-World Index (USD)
Upcoming Dividend • Sep 12Upcoming dividend of zł1.20 per shareEligible shareholders must have bought the stock before 19 September 2022. Payment date: 15 December 2022. Payout ratio is a comfortable 18% but the company is paying out more than the cash it is generating. Trailing yield: 6.2%. Within top quartile of German dividend payers (4.8%). Lower than average of industry peers (8.5%).
Reported Earnings • Aug 19Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: zł3.23b (up 2.2% from 2Q 2021). Net income: zł288.9m (down 46% from 2Q 2021). Profit margin: 8.9% (down from 17% in 2Q 2021). Over the next year, revenue is forecast to grow 1.3%, compared to a 6.4% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
お知らせ • Jun 24Cyfrowy Polsat Announces Dividend, Payable on December 15, 2022Cyfrowy Polsat will pay out a dividend of PLN 1.2 per share, or a total of PLN 660.8 million, above the management proposal for PLN 1.0 DPS, shareholders decided during the Thursday GM. Dividend rights will be set September 20 and the payment will follow on December 15. Cyfrowy Polsat last paid PLN 1.2 in dividend per share from 2020 profits and retained earnings.
お知らせ • May 28+ 1 more updateCyfrowy Polsat Recommends Dividend, Payable on December 15, 2022Cyfrowy Polsat recommended dividend payment of PLN 1 per share or a total of PLN 550.7 million. According to the proposal, dividend rights would be set September 20, 2022 and the payment would be made December 15, 2022.
Reported Earnings • May 13First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: zł2.99b (flat on 1Q 2021). Net income: zł214.9m (down 45% from 1Q 2021). Profit margin: 7.2% (down from 13% in 1Q 2021). Over the next year, revenue is forecast to grow 1.9%, compared to a 8.3% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 10Third quarter 2021 earnings releasedThird quarter 2021 results: Revenue: zł3.03b (flat on 3Q 2020). Net income: zł3.14b (up zł2.80b from 3Q 2020). Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 07Upcoming dividend of zł1.20 per shareEligible shareholders must have bought the stock before 14 September 2021. Payment date: 10 December 2021. Trailing yield: 3.3%. Within top quartile of German dividend payers (3.2%). Lower than average of industry peers (3.8%).
Reported Earnings • Aug 21Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł3.16b (up 10% from 2Q 2020). Net income: zł539.3m (up 87% from 2Q 2020). Profit margin: 17% (up from 10% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year and the company’s share price has also increased by 14% per year.
お知らせ • May 29Cyfrowy Polsat Announces DividendCyfrowy Polsat S.A. announced dividend rights to be established September 15, while the payment would be split into two traches: PLN 0.4 per share would be paid September 28 and PLN 0.8 per share would be paid December 10.
Reported Earnings • May 15First quarter 2021 earnings released: EPS zł0.61 (vs zł0.28 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: zł2.99b (up 4.9% from 1Q 2020). Net income: zł389.6m (up 114% from 1Q 2020). Profit margin: 13% (up from 6.4% in 1Q 2020). The increase in margin was primarily driven by higher revenue.
お知らせ • Apr 29Cyfrowy Polsat S.A. (WSE:CPS) made an offer to acquire an additional 20.9% stake in Netia S.A. (WSE:NET) for approximately PLN 400 million.Cyfrowy Polsat S.A. (WSE:CPS) made an offer to acquire an additional 20.9% stake in Netia S.A. (WSE:NET) for approximately PLN 400 million on April 28, 2021. As per the offer, Cyfrowy Polsat S.A. will acquire 70 million shares at PLN 5.77 per share. Trigon acted as broker in the transaction.
Reported Earnings • Mar 26Full year 2020 earnings releasedThe company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: zł12.0b (up 2.5% from FY 2019). Net income: zł1.14b (up 3.7% from FY 2019). Profit margin: 9.5% (in line with FY 2019).
お知らせ • Mar 14CCC to Sell 20% Interest in eobuwieCCC S.A. (WSE:CCC) has entered into exclusive talks on the sale of a minority stake in eobuwie.pl S.A., valuing the online shoe shop at PLN 5 billion ($1.30 billion), it said late on March 11, 2021. Cyfrowy Polsat S.A. (WSE:CPS) and A&R Investments Ltd, a shareholder of parcel lockers company InPost, are interested in taking a 10% stake each in the platform for PLN 500 million in pre-initial public offering (IPO) deals, CCC said. CCC, hit by ailing brick-and-mortar sales due to the pandemic, started to look for a minority investor for eobuwie in 2020 as it turned to online sales. Cyfrowy Polsat said it sees a possible financial investment in eobuwie, which also offers it exposure to the e-commerce sector.
Is New 90 Day High Low • Jan 09New 90-day high: €6.54The company is up 11% from its price of €5.87 on 09 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Media industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €10.47 per share.
お知らせ • Dec 25Cyfrowy Polsat S.A. (WSE:CPS) made an offer to acquire remaining 34.02% in Netia S.A. (WSE:NET) for approximately PLN 550 million.Cyfrowy Polsat S.A. (WSE:CPS) made an offer to acquire remaining 34.02% in Netia S.A. (WSE:NET) for approximately PLN 550 million on December 23, 2020. Under the terms of the transaction Cyfrowy Polsat S.A. will acquire 114.2 million shares for PLN 4.8 per share. The tender offer period will commence on January 15, 2021 and end of February 26, 2021. Prior to the the transaction Cyfrowy Polsat holds 221.4 million shares representing 65.98% and post acquisition will own 100% stake in Netia S.A. On 23 December 2020, the Supervisory Board of the Company adopted a resolution consenting to the announcement of the Tender Offer.
お知らせ • Dec 12+ 3 more updatesCyfrowy Polsat S.A. to Report First Half, 2021 Results on Aug 18, 2021Cyfrowy Polsat S.A. announced that they will report first half, 2021 results on Aug 18, 2021
Is New 90 Day High Low • Dec 08New 90-day high: €6.39The company is up 14% from its price of €5.62 on 09 September 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Media industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €9.00 per share.
Analyst Estimate Surprise Post Earnings • Nov 11Revenue beats expectationsRevenue exceeded analyst estimates by 1.4%. Over the next year, revenue is forecast to grow 1.9% while the growth in Media industry in Germany is expected to stay flat.
Is New 90 Day High Low • Oct 16New 90-day low: €5.38The company is down 12% from its price of €6.12 on 17 July 2020. The German market is flat over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.50 per share.
お知らせ • Sep 02Cyfrowy Polsat S.A. to Report Q3, 2020 Results on Oct 11, 2020Cyfrowy Polsat S.A. announced that they will report Q3, 2020 results on Oct 11, 2020