mBank（MBK）株式概要
mBank S.A.はポーランド、チェコ共和国、スロバキア、そして国際的に様々なバンキングおよび金融サービスを提供している。 詳細
MBK Community Fair Values
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Analyst Price Targets
mBank S.A. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | zł1,303.50 |
| 52週高値 | zł1,474.00 |
| 52週安値 | zł843.60 |
| ベータ | 0.63 |
| 1ヶ月の変化 | -5.03% |
| 3ヶ月変化 | 14.24% |
| 1年変化 | 48.63% |
| 3年間の変化 | 173.27% |
| 5年間の変化 | 306.33% |
| IPOからの変化 | 17,373.19% |
最新ニュース
ナラティブ更新 • Jun 29
MBK: Updated Fair Value And Higher Future P/E Will Shape Returns
The analyst price target for mBank has shifted from PLN 1,224.00 to PLN 1,291.00. Analysts link this change to updated fair value estimates, a slightly lower discount rate, and adjustments to revenue growth, profit margin, and future P/E assumptions.
ナラティブ更新 • Jun 15
MBK: Higher P/E Assumptions Will Sustain An Overvalued Outlook
Analysts have raised their price target on mBank to PLN 1,112.66 from PLN 1,013.18, reflecting updated assumptions regarding fair value, discount rate, revenue growth, profit margin and future P/E. What's in the News No recent news items, periodical coverage or key developments were provided for mBank, so there are currently no specific events to highlight based on the available sources.
ナラティブ更新 • Jun 01
MBK: Higher P/E Multiple Will Pressure Returns Despite Softer Profit Assumptions
Analysts now set their mBank price target at PLN 892.0, up from PLN 841.4, reflecting updated views on revenue growth, profit margins, and a higher assumed future P/E multiple. What's in the News Analysts revise mBank price target to PLN 892.0 from PLN 841.4, reflecting updated assumptions on revenue, margins, and future P/E multiples.ナラティブ更新 • May 14
MBK: Firmer Profitability And Slightly Lower Future P/E Will Support Fair Value
Analysts have nudged their fair value estimate for mBank slightly higher from PLN 1,222.70 to PLN 1,224.00, citing updated assumptions on revenue growth, profit margins, and future P/E expectations. Valuation Changes Fair Value: PLN 1,222.70 to PLN 1,224.00, a very small upward adjustment in the intrinsic value estimate.Recent updates
ナラティブ更新 • Jun 29
MBK: Updated Fair Value And Higher Future P/E Will Shape Returns
The analyst price target for mBank has shifted from PLN 1,224.00 to PLN 1,291.00. Analysts link this change to updated fair value estimates, a slightly lower discount rate, and adjustments to revenue growth, profit margin, and future P/E assumptions.ナラティブ更新 • Jun 15
MBK: Higher P/E Assumptions Will Sustain An Overvalued Outlook
Analysts have raised their price target on mBank to PLN 1,112.66 from PLN 1,013.18, reflecting updated assumptions regarding fair value, discount rate, revenue growth, profit margin and future P/E. What's in the News No recent news items, periodical coverage or key developments were provided for mBank, so there are currently no specific events to highlight based on the available sources.ナラティブ更新 • Jun 01
MBK: Higher P/E Multiple Will Pressure Returns Despite Softer Profit Assumptions
Analysts now set their mBank price target at PLN 892.0, up from PLN 841.4, reflecting updated views on revenue growth, profit margins, and a higher assumed future P/E multiple. What's in the News Analysts revise mBank price target to PLN 892.0 from PLN 841.4, reflecting updated assumptions on revenue, margins, and future P/E multiples.ナラティブ更新 • May 14
MBK: Firmer Profitability And Slightly Lower Future P/E Will Support Fair Value
Analysts have nudged their fair value estimate for mBank slightly higher from PLN 1,222.70 to PLN 1,224.00, citing updated assumptions on revenue growth, profit margins, and future P/E expectations. Valuation Changes Fair Value: PLN 1,222.70 to PLN 1,224.00, a very small upward adjustment in the intrinsic value estimate.ナラティブ更新 • Apr 21
MBK: Rich P/E And Softer Growth Assumptions Will Pressure Future Returns
Analysts have kept their PLN 841.40 price target for mBank unchanged, citing slightly adjusted assumptions for the discount rate, revenue growth, profit margin, and future P/E that broadly offset each other in their models. Valuation Changes Fair Value: PLN 841.40 fair value estimate is unchanged, indicating no shift in the overall valuation outcome.ナラティブ更新 • Apr 07
MBK: Stable Assumptions And Slightly Lower Discount Rate Will Sustain Overvaluation
Analysts have kept mBank's fair value unchanged at PLN 1,013.18, with minor adjustments to the discount rate and future P/E assumptions supporting a stable overall price target view. Valuation Changes Fair Value: PLN 1,013.18 remains unchanged, reflecting a stable central estimate for mBank's valuation.ナラティブ更新 • Mar 24
MBK: Refined Discount Rate And Profitability Assumptions Will Support Balanced Outlook
Analysts have nudged their mBank price target slightly higher from PLN 1,008.24 to PLN 1,013.18, citing updated assumptions around the discount rate, revenue growth, profit margin and forward P/E that modestly refine their valuation view. Valuation Changes Fair Value: PLN 1,008.24 to PLN 1,013.18, reflecting a slight upward adjustment in the modelled valuation level.ナラティブ更新 • Mar 09
MBK: Lower Margin Outlook And Richer P/E Will Eventually Unwind
Analysts have made a marginal upward adjustment to their mBank price target to PLN 841.40. This reflects updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations.ナラティブ更新 • Feb 23
MBK: Refined Profitability And P/E Assumptions Will Support A Balanced Outlook
The updated analyst price target for mBank is now PLN 1,008.24, a marginal change from PLN 1,008.23, with analysts pointing to modest adjustments in revenue growth, profit margin assumptions, and forward P/E expectations as the key drivers behind the recalibration. Valuation Changes Fair Value: PLN 1,008.23 to PLN 1,008.24, a marginal upward adjustment.ナラティブ更新 • Feb 08
MBK: Adjusted Profitability And Discount Rate Assumptions Will Shape Balanced Outlook
Analysts have lifted their fair value estimate for mBank from €973.67 to €1,008.23, citing adjustments to discount rate assumptions, updated revenue growth expectations, a revised profit margin outlook, and a slightly lower future P/E multiple. Valuation Changes Fair Value Estimate increased modestly from €973.67 to €1,008.23.ナラティブ更新 • Jan 24
MBK: Higher Margin And P/E Assumptions Will Ultimately Prove Too Optimistic
Analysts have lifted their fair value estimate for mBank from €626.00 to about €841.34, citing updated assumptions around revenue growth, profit margins, and the future P/E multiple that together point to a higher central valuation range. Valuation Changes Fair Value Estimate was lifted from €626.00 to about €841.34, marking a sizeable upward shift in the central value range used in the model.ナラティブ更新 • Jan 10
MBK: Higher Revenue Outlook And Richer Future P/E Will Support Upside
Analysts have lifted their price target on mBank from €961 to about €1,223, reflecting updated assumptions that combine higher revenue growth with a lower discount rate, a lower profit margin and a higher future P/E multiple. Valuation Changes Fair value estimate: raised from €961.00 to about €1,222.70, indicating a higher assessed equity value for mBank in the model.ナラティブ更新 • Dec 26
MBK: Modestly Higher Required Returns Will Guide Balanced Future Expectations
Narrative Update on mBank The analyst price target for mBank has been revised slightly lower to approximately $974 from about $993, as analysts modestly trim assumptions on revenue growth, profit margin, and future valuation multiples while applying a slightly higher discount rate. Valuation Changes The fair value estimate was reduced slightly from approximately PLN 993 to around PLN 974, reflecting modestly more conservative assumptions.ナラティブ更新 • Dec 11
MBK: Lower Discount Rate And Margin Pressure Will Shape Future Expectations
Analysts have modestly raised their price target on mBank to approximately $993 from about $979, citing slightly improved revenue growth expectations, a marginally lower discount rate, and a higher future price-to-earnings multiple that more than offset a negligible reduction in projected profit margins. Valuation Changes The fair value estimate has risen slightly to approximately 993 PLN from about 979 PLN, reflecting a modestly higher intrinsic valuation.ナラティブ更新 • Nov 27
MBK: Lower Discount Rate And Net Margin Will Offset Future Optimism
Analysts have raised their price target for mBank from PLN 869.83 to PLN 979.43, citing improved revenue growth projections and minor adjustments in discount rates as key factors influencing the update. Valuation Changes Fair Value Estimate: Increased from PLN 869.83 to PLN 979.43.ナラティブ更新 • Nov 09
MBK: Falling P E Ratio Will Expose Downside Risk In Share Price
Analysts have raised their price target for mBank from PLN 857.50 to PLN 869.83, citing improved profit margin and revenue growth expectations as key drivers of the higher valuation. What's in the News mBank S.A. will hold a Special/Extraordinary Shareholders Meeting on September 18, 2025, at 12:00 Central European Standard Time (Key Developments).分析記事 • Nov 02
zł870 - That's What Analysts Think mBank S.A. (WSE:MBK) Is Worth After These Results
Last week saw the newest third-quarter earnings release from mBank S.A. ( WSE:MBK ), an important milestone in the...ナラティブ更新 • Oct 26
Revenue Outlook And Lending Trends Will Drive Strong Performance Ahead
Analysts have raised their price target for mBank from PLN 836 to PLN 857.50, citing improved revenue growth forecasts, which more than offset a slightly lower profit margin projection. What's in the News Special/Extraordinary Shareholders Meeting scheduled for September 18, 2025, at 12:00 Central European Standard Time (Key Developments) Upcoming Analyst/Investor Day to discuss the Group’s key directions and priorities for 2026 to 2030 (Key Developments) mBank S.A. provided earnings guidance for the full year 2025, projecting revenues to exceed PLN 12 billion and surpass 2024 results (Key Developments) Valuation Changes Consensus Analyst Price Target has risen from PLN 836 to PLN 857.50.ナラティブ更新 • Sep 06
Digital Banking And Polish Lending Will Create Future Momentum
With both the discount rate and future P/E ratio remaining virtually flat, analysts have left their fair value estimate for mBank unchanged at PLN836.00. What's in the News Special/Extraordinary Shareholders Meeting scheduled to be held on Sep 18, 2025.
新しいナラティブ • Dec 06
Enhanced PFM Services And Innovative Capital Strategies Will Significantly Boost Revenue And Net Margins
Expansion in client reach and PFM functionalities aims to boost revenue and improve customer retention, enhancing net margins.株主還元
| MBK | PL Banks | PL 市場 | |
|---|---|---|---|
| 7D | -4.6% | -0.8% | 1.1% |
| 1Y | 48.6% | 27.9% | 24.5% |
業界別リターン: MBK過去 1 年間で27.9 % の収益を上げたPolish Banks業界を上回りました。
リターン対市場: MBK過去 1 年間で24.5 % の収益を上げたPolish市場を上回りました。
価格変動
| MBK volatility | |
|---|---|
| MBK Average Weekly Movement | 4.5% |
| Banks Industry Average Movement | 4.3% |
| Market Average Movement | 5.0% |
| 10% most volatile stocks in PL Market | 10.2% |
| 10% least volatile stocks in PL Market | 3.0% |
安定した株価: MBK 、 Polish市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: MBKの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1986 | 7,851 | Cezary Kocik | www.mbank.pl |
mBank S.A.はポーランド、チェコ共和国、スロバキア、および国際的に様々なバンキングおよび金融サービスを提供している。同社はリテール、中小企業、法人、投資銀行サービスを提供している。個人口座、貯蓄口座、通貨口座、投資口座、ビジネス口座、各種預金などのバンキング・サービスを提供している。また、デビットカードやクレジットカード、現金ローン、自動車ローン、有担保ローン、法人・個人ローン、住宅ローン、年金、保険、証券取引所商品、トランザクション・バンキング、モバイル・バンキング・サービスも提供している。また、ポートフォリオ・マネジメント、投資アドバイザリー、投資ファンド、金融ディーラー、プライベート・ブローカー、その他投資サービス、後継者サービスなどのウェルス・マネジメント・サービスも提供している。さらに、為替取引、ヘッジ取引、外国為替フォワード・サービス、自己債券、非自己債券、ユーロ債を提供している。さらに、リース、ファクタリング、仲介、決済ゲートウェイ、コーポレート・ファイナンス・サービスも提供している。前身はBRE Bank S.A.で、2013年11月にmBank S.A.に社名変更した。同社は1986年に設立され、ポーランドのワルシャワに本社を置いている。
mBank S.A. 基礎のまとめ
| MBK 基礎統計学 | |
|---|---|
| 時価総額 | zł55.43b |
| 収益（TTM） | zł3.79b |
| 売上高(TTM) | zł12.12b |
14.6x
PER（株価収益率2.5x
PBR（株価純資産倍率MBK は割高か？
公正価値と評価分析を参照収益と収入
| MBK 損益計算書（TTM） | |
|---|---|
| 収益 | zł12.12b |
| 売上原価 | zł0 |
| 売上総利益 | zł12.12b |
| その他の費用 | zł8.33b |
| 収益 | zł3.79b |
直近の収益報告
Mar 31, 2026
次回決算日
Jul 29, 2026
| 一株当たり利益（EPS） | 89.13 |
| グロス・マージン | 100.00% |
| 純利益率 | 31.27% |
| 有利子負債／自己資本比率 | 92.2% |
MBK の長期的なパフォーマンスは？
過去の実績と比較を見る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 | 2026/07/26 17:53 |
| 終値 | 2026/07/24 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
mBank S.A. 5 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。20
| アナリスト | 機関 |
|---|---|
| Andrzej Powierza | Citigroup Inc |
| Gabor Kemeny | ConCorde Securities Ltd. |
| Kazim Andaç | Deutsche Bank |