InPost S.A.

ENXTAM:INPST 株式レポート

時価総額：€7.8b

InPost 将来の成長

Future 基準チェック /56

InPost利益と収益がそれぞれ年間44.6%と16%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29.8% 50.2%なると予測されています。

主要情報

44.6%

収益成長率

50.16%

EPS成長率

Logistics 収益成長16.6%
収益成長率16.0%
将来の株主資本利益率29.78%
アナリストカバレッジ

Good

最終更新日11 Sep 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • Jul 02

INPST: Governance Shakeup And Offer Prospects Will Support Bullish Thesis

InPost's analyst fair value estimate has shifted to €23.28 per share. The change reflects updated assumptions on discount rates, revenue growth, profit margins and future P/E, along with a more cautious stance from some analysts following recent research such as HSBC's downgrade of the stock.
ナラティブ更新 • Jun 18

INPST: Parcel Locker Execution Will Support Bullish Upside Despite Recent Downgrades

Analysts have trimmed their price target on InPost stock to €17.28, citing recent downgrades from major firms and a slightly lower discount rate that reflects a more cautious view of the shares. Analyst Commentary Recent research on InPost stock highlights a mix of optimism about the long term opportunity and concern about execution risks, which has fed into the reduced price target.
ナラティブ更新 • Jun 04

INPST: FedEx Buyout And Margin Execution Will Drive Future Upside

Analysts have nudged their fair value estimate for InPost slightly higher to about €17.28, citing updated assumptions on revenue growth, profit margins, discount rates and future P/E. This comes even as recent downgrades from firms such as HSBC and Jefferies highlight a more cautious stance on the stock.
ナラティブ更新 • May 16

INPST: Future Margin Execution Will Support Upside Despite Recent Downgrades

Analysts have slightly reduced their price target on InPost to €17.23. This reflects modestly lower revenue growth assumptions and a reduced future P/E multiple after recent downgrades, partly offset by updated views on profit margins and discount rates.
ナラティブ更新 • May 02

INPST: Parcel Network Execution Will Support Upside Despite Recent Downgrades

Analysts have inched up their fair value estimate for InPost to €17.23 from €17.05, reflecting slightly higher revenue growth assumptions, offset by a small trim to profit margin and P/E expectations following recent downgrades from major banks. Analyst Commentary Bullish Takeaways Bullish analysts point to the revised fair value of €17.23 as support for a view that InPost can still justify a relatively full P/E, even after recent sector and stock specific downgrades.
ナラティブ更新 • Apr 16

INPST: Parcel Network Execution And Margin Resilience Will Support Future Upside

Analysts now set a slightly higher InPost price target of about €17.05, up from roughly €16.99, as they factor in recent downgrades and more cautious views on growth, margins, and future P/E multiples. Analyst Commentary Recent Street research has shifted toward a more cautious stance, with downgrades reflecting questions around how much upside is left in the current valuation and how quickly InPost can execute on its growth plans.
ナラティブ更新 • Apr 01

INPST: Takeover Offer And Parcel Network Execution Will Support Future Upside

Analysts have slightly reduced their price target on InPost, moving it from about €17.34 to around €16.99. This change reflects updated views on the company following recent research, including a downgrade from Jefferies.
ナラティブ更新 • Mar 18

INPST: Takeover Proposal And Execution Strength Will Support Future Upside Potential

Analysts have raised their price target for InPost to €17.34 from €16.79, citing slightly higher assumptions for revenue growth, a modestly lower profit margin, and an updated future P/E estimate. What's in the News A consortium of Advent International, FedEx, A&R Investment and PPF Group has submitted an indicative proposal to acquire InPost S.A. for approximately €6.9b, with a conditional agreement reached on February 9, 2026 (Key Developments).
ナラティブ更新 • Jan 25

INPST: Parcel Locker Scale And Execution Will Support Future Upside Potential

Analysts have trimmed their price expectations for InPost, with one recent move cutting the target from €16.00 to €15.20. This change reflects updated views on fair value, discount rate assumptions and future P/E levels.
ナラティブ更新 • Jan 08

INPST: Parcel Locker Scale And Execution Will Drive Future Margin Upside

Narrative Update on InPost The updated analyst price target for InPost moves modestly higher to about €16.53 from €16.28. Recent Street research, including a cut in one bank's target to €15.20 with an Overweight stance, suggests analysts are fine tuning assumptions around discount rates, fair value and future P/E rather than changing their broader view on the stock.
ナラティブ更新 • Dec 25

INPST: Parcel Locker Network Expansion Will Drive Future Margin Upside

Narrative Update on InPost Analysts have modestly raised their fair value estimate for InPost from approximately EUR 16.15 to EUR 16.28 per share, even though the Street price target was recently reduced to EUR 15.20. This reflects continued confidence in the company’s long term growth profile and earnings trajectory.
分析記事 • Dec 21

InPost S.A.'s (AMS:INPST) Share Price Matching Investor Opinion

When close to half the companies in the Netherlands have price-to-earnings ratios (or "P/E's") below 16x, you may...
ナラティブ更新 • Dec 11

INPST: Parcel Locker Expansion Will Support Future Margin Improvement And Upside

Analysts have trimmed their price target on InPost to EUR 15.20 from EUR 16.00, reflecting slightly slower expected revenue growth, offset by a modestly improved profit margin outlook and a marginally lower discount rate and future P E multiple. Analyst Commentary Recent commentary highlights that the revised target price still implies an attractive upside, even after adjusting for slightly softer top line assumptions and a more conservative long term growth profile.
ナラティブ更新 • Nov 26

INPST: Operational Efficiencies Will Drive Improved Profit Margins Amid Market Uncertainty

Analysts have reduced their price target for InPost from €16.00 to €15.20. They cited softened revenue growth expectations, despite slightly improved profit margins and higher discount rates.
分析記事 • Nov 11

InPost S.A. Just Missed Earnings - But Analysts Have Updated Their Models

Shareholders might have noticed that InPost S.A. ( AMS:INPST ) filed its third-quarter result this time last week. The...
ナラティブ更新 • Nov 03

INPST: Amsterdam Index Inclusion Will Drive Stronger Profit Margins Ahead

InPost Sees Modest Price Target Adjustment Amid Analyst Optimism on Profit Margins Analysts nudged InPost's fair value estimate slightly downward from €17.39 to €17.36. They cited improved profit margin outlook while adopting a more conservative stance on future earnings multiples.
ナラティブ更新 • Oct 20

European Expansion Will Create A Sustainable Logistics Future

Analysts have revised their price target for InPost downward from $17.66 to $17.39, citing updated expectations for revenue growth and profit margins. What's in the News InPost S.A was added to the Amsterdam AEX Index (Key Developments) InPost S.A. was removed as an index constituent (Key Developments) Valuation Changes Consensus analyst fair value decreased slightly from €17.66 to €17.39.
ナラティブ更新 • Sep 26

European Expansion Will Create A Sustainable Logistics Future

The downward revision in InPost's price target primarily reflects a significant decline in net profit margin and a higher future P/E ratio, resulting in the consensus fair value falling from €18.60 to €17.66. What's in the News InPost S.A. added to Amsterdam AEX Index.
ナラティブ更新 • Sep 11

European Expansion Will Create A Sustainable Logistics Future

Despite a more conservative near-term growth outlook and a reduced price target to €16, analysts—citing InPost’s unit cost advantage and robust long-term fundamentals—see attractive value at current levels, resulting in only a marginal consensus price target decline from €18.94 to €18.60. Analyst Commentary JPMorgan highlights InPost's unit cost advantage as a key driver for its superior returns.
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新しいナラティブ • Feb 09

Pan-European APM Deployment Will Boost E-commerce Position

InPost's expansion of APM deployment across Europe meets rising out-of-home delivery demand, potentially driving revenue growth.

業績と収益の成長予測

ENXTAM:INPST - 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
12/31/202823,3001,994N/A5,3425
12/31/202720,2281,5945313,9907
12/31/202617,2291,1971462,6289
6/30/202616,2664396172,502N/A
3/31/202615,6224836862,539N/A
12/31/202514,7115521,0352,869N/A
9/30/202513,5908941,4343,015N/A
6/30/202512,3829781,4403,064N/A
3/31/202511,4781,1751,4482,943N/A
12/31/202410,9451,2471,5572,957N/A
9/30/202410,2251,0001,3142,613N/A
6/30/20249,7719961,3432,484N/A
3/31/20249,2757881,1792,222N/A
12/31/20238,8446471,0562,076N/A
9/30/20238,3345228811,859N/A
6/30/20237,9604145451,546N/A
3/31/20237,5115035221,552N/A
12/31/20227,0604572311,346N/A
9/30/20226,5826031721,339N/A
6/30/20226,165590931,282N/A
3/31/20225,329463561,141N/A
12/31/20214,5824911641,100N/A
9/30/20213,758459181932N/A
6/30/20213,090425173818N/A
3/31/20212,772392166747N/A
12/31/20202,514352210740N/A
9/30/20202,066244121619N/A
12/31/20191,23254N/A293N/A
12/31/2018726-5N/A-19N/A
12/31/2017483-82N/A-44N/A
3/31/2017420-160N/A-21N/A
12/31/2016503-90N/A-55N/A
9/30/2016928-58N/A-30N/A
6/30/2016873-59N/A-63N/A
3/31/20163281N/A-39N/A
12/31/201529131N/A62N/A
9/30/2015334-16N/A-56N/A

アナリストによる今後の成長予測

収入対貯蓄率: INPSTの予測収益成長率 (年間44.6% ) は 貯蓄率 ( 2.3% ) を上回っています。

収益対市場: INPSTの収益 ( 44.6% ) はDutch市場 ( 17.3% ) 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: INPST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: INPSTの収益 ( 16% ) Dutch市場 ( 10.7% ) 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: INPSTの収益 ( 16% ) 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: INPSTの 自己資本利益率 は、3年後には高くなると予測されています ( 29.8 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/09/21 23:33
終値2026/09/21 00:00
収益2026/06/30
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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

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 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

InPost S.A. 9 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。22

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