View ValuationBowim 将来の成長Future 基準チェック /06現在、 Bowimの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Trade Distributors 収益成長13.5%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a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 • 16hFirst quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: zł419.4m (down 5.7% from 1Q 2025). Net income: zł10.0m (up zł11.9m from 1Q 2025). Profit margin: 2.4% (up from net loss in 1Q 2025). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.New Risk • May 22New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 112% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 54% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (zł140.4m market cap, or US$38.4m).Buy Or Sell Opportunity • Jan 15Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 2.3% to zł4.97. The fair value is estimated to be zł4.11, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 17% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Dec 03Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: zł438.6m (down 6.3% from 3Q 2024). Net loss: zł11.1m (loss widened 50% from 3Q 2024).分析記事 • Oct 15Bowim (WSE:BOW) May Have Issues Allocating Its CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...Reported Earnings • Sep 25Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: zł476.0m (up 6.9% from 2Q 2024). Net income: zł278.4k (up zł10.2m from 2Q 2024). Profit margin: 0.1% (up from net loss in 2Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 110 percentage points per year, which is a significant difference in performance.お知らせ • Aug 22Bowim S.A. to Report First Half, 2025 Results on Sep 25, 2025Bowim S.A. announced that they will report first half, 2025 results on Sep 25, 2025Reported Earnings • Apr 27Full year 2024 earnings released: zł0.54 loss per share (vs zł0.68 profit in FY 2023)Full year 2024 results: zł0.54 loss per share (down from zł0.68 profit in FY 2023). Revenue: zł1.82b (down 11% from FY 2023). Net loss: zł10.5m (down 180% from profit in FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.New Risk • Mar 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Polish stocks, typically moving 10% 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 Earnings have declined by 0.6% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (10% average weekly change). Market cap is less than US$100m (zł105.8m market cap, or US$27.4m).分析記事 • Jan 21Capital Allocation Trends At Bowim (WSE:BOW) Aren't IdealThere are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...New Risk • Nov 24New major risk - Revenue and earnings growthEarnings have declined by 0.6% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 0.6% per year over the past 5 years. Minor Risk Market cap is less than US$100m (zł72.6m market cap, or US$17.4m).Reported Earnings • Sep 26Second quarter 2024 earnings released: zł0.49 loss per share (vs zł0.13 profit in 2Q 2023)Second quarter 2024 results: zł0.49 loss per share (down from zł0.13 profit in 2Q 2023). Revenue: zł446.6m (down 11% from 2Q 2023). Net loss: zł9.95m (down 484% from profit in 2Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 55 percentage points per year, which is a significant difference in performance.分析記事 • Aug 10Here's What's Concerning About Bowim's (WSE:BOW) Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Upcoming Dividend • Jul 02Upcoming dividend of zł0.10 per shareEligible shareholders must have bought the stock before 09 July 2024. Payment date: 21 July 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 18%. Within top quartile of Polish dividend payers (7.6%). Higher than average of industry peers (7.6%).お知らせ • May 25Bowim S.A., Annual General Meeting, Jun 20, 2024Bowim S.A., Annual General Meeting, Jun 20, 2024.分析記事 • Apr 24Some May Be Optimistic About Bowim's (WSE:BOW) EarningsSoft earnings didn't appear to concern Bowim S.A.'s ( WSE:BOW ) shareholders over the last week. We think that the...Reported Earnings • Apr 17Full year 2023 earnings released: EPS: zł0.68 (vs zł5.62 in FY 2022)Full year 2023 results: EPS: zł0.68 (down from zł5.62 in FY 2022). Revenue: zł2.07b (down 25% from FY 2022). Net income: zł13.2m (down 88% from FY 2022). Profit margin: 0.6% (down from 4.0% in FY 2022). Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.New Risk • Feb 11New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 37% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (138% payout ratio). Profit margins are more than 30% lower than last year (0.4% net profit margin). Shareholders have been diluted in the past year (37% increase in shares outstanding). Market cap is less than US$100m (zł163.0m market cap, or US$40.6m).お知らせ • Jan 12+ 3 more updatesBowim S.A. to Report Fiscal Year 2023 Results on Apr 25, 2024Bowim S.A. announced that they will report fiscal year 2023 results on Apr 25, 2024Reported Earnings • Nov 26Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: zł514.9m (down 33% from 3Q 2022). Net income: zł2.33m (down 76% from 3Q 2022). Profit margin: 0.5% (down from 1.3% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Oct 18Investor sentiment improves as stock rises 15%After last week's 15% share price gain to zł7.83, the stock trades at a trailing P/E ratio of 8.4x. Average trailing P/E is 9x in the Trade Distributors industry in Poland. Total returns to shareholders of 425% over the past three years.分析記事 • Oct 13Is Bowim (WSE:BOW) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Reported Earnings • Sep 24Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: zł504.6m (down 36% from 2Q 2022). Net income: zł2.59m (down 95% from 2Q 2022). Profit margin: 0.5% (down from 6.8% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Jun 30Upcoming dividend of zł0.60 per share at 13% yieldEligible shareholders must have bought the stock before 07 July 2023. Payment date: 21 July 2023. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 13%. Within top quartile of Polish dividend payers (7.2%). Higher than average of industry peers (6.7%).お知らせ • May 26Bowim S.A., Annual General Meeting, Jun 20, 2023Bowim S.A., Annual General Meeting, Jun 20, 2023, at 10:00 Central European Standard Time.分析記事 • Apr 30Does Bowim (WSE:BOW) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Apr 23Full year 2022 earnings releasedFull year 2022 results: Revenue: zł2.76b (up 22% from FY 2021). Net income: zł109.6m (down 27% from FY 2021). Profit margin: 4.0% (down from 6.7% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has increased by 93% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 12+ 3 more updatesBowim S.A. to Report Fiscal Year 2022 Results on Apr 20, 2023Bowim S.A. announced that they will report fiscal year 2022 results on Apr 20, 2023Upcoming Dividend • Dec 06Upcoming dividend of zł0.60 per shareEligible shareholders must have bought the stock before 13 December 2022. Payment date: 21 December 2022. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 24%. Within top quartile of Polish dividend payers (8.5%). Higher than average of industry peers (11%).Reported Earnings • Nov 26Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: zł768.1m (up 15% from 3Q 2021). Net income: zł9.63m (down 72% from 3Q 2021). Profit margin: 1.3% (down from 5.2% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 104% per year but the company’s share price has only increased by 82% per year, which means it is significantly lagging earnings growth.分析記事 • Nov 19We Think Bowim (WSE:BOW) Can Stay On Top Of Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Reported Earnings • Sep 17Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: zł789.0m (up 37% from 2Q 2021). Net income: zł53.5m (down 31% from 2Q 2021). Profit margin: 6.8% (down from 13% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 120% per year but the company’s share price has only increased by 73% per year, which means it is significantly lagging earnings growth.分析記事 • Jul 23Is Bowim (WSE:BOW) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Upcoming Dividend • Jun 08Upcoming dividend of zł2.52 per shareEligible shareholders must have bought the stock before 15 June 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 1.4% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Polish dividend payers (8.0%). Lower than average of industry peers (5.9%).Reported Earnings • May 31First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: zł647.2m (up 60% from 1Q 2021). Net income: zł45.3m (up 44% from 1Q 2021). Profit margin: 7.0% (down from 7.8% in 1Q 2021). The decrease in margin was driven by higher expenses.お知らせ • May 12Bowim S.A., Annual General Meeting, Jun 06, 2022Bowim S.A., Annual General Meeting, Jun 06, 2022, at 10:00 Central European Standard Time. Agenda: Annual General Meeting.お知らせ • Apr 13Bowim S.A. to Report Fiscal Year 2021 Results on Apr 14, 2022Bowim S.A. announced that they will report fiscal year 2021 results on Apr 14, 2022分析記事 • Feb 10Does Bowim (WSE:BOW) Deserve A Spot On Your Watchlist?Like a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...分析記事 • Jan 03Does Bowim (WSE:BOW) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Sep 18Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł577.1m (up 115% from 2Q 2020). Net income: zł77.2m (up zł76.7m from 2Q 2020). Profit margin: 13% (up from 0.2% 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 45% per year but the company’s share price has increased by 52% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Aug 09Here's Why Bowim (WSE:BOW) Can Manage Its Debt ResponsiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Valuation Update With 7 Day Price Move • Aug 09Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to zł11.10, the stock trades at a trailing P/E ratio of 4.7x. Average trailing P/E is 11x in the Trade Distributors industry in Poland. Total returns to shareholders of 227% over the past three years.Valuation Update With 7 Day Price Move • Jul 23Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to zł10.20, the stock trades at a trailing P/E ratio of 4.3x. Average trailing P/E is 11x in the Trade Distributors industry in Poland. Total returns to shareholders of 200% over the past three years.Valuation Update With 7 Day Price Move • Jul 09Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł12.55, the stock trades at a trailing P/E ratio of 5.3x. Average trailing P/E is 11x in the Trade Distributors industry in Poland. Total returns to shareholders of 237% over the past three years.Valuation Update With 7 Day Price Move • Jun 18Investor sentiment improved over the past weekAfter last week's 19% share price gain to zł9.88, the stock trades at a trailing P/E ratio of 4.2x. Average trailing P/E is 11x in the Trade Distributors industry in Poland. Total returns to shareholders of 161% over the past three years.分析記事 • Jun 18If You Like EPS Growth Then Check Out Bowim (WSE:BOW) Before It's Too LateFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Reported Earnings • May 30First quarter 2021 earnings releasedThe company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: zł404.7m (up 29% from 1Q 2020). Net income: zł31.5m (up zł29.3m from 1Q 2020). Profit margin: 7.8% (up from 0.7% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.Upcoming Dividend • May 28Upcoming dividend of zł0.12 per shareEligible shareholders must have bought the stock before 04 June 2021. Payment date: 22 June 2021. Trailing yield: 1.5%. Lower than top quartile of Polish dividend payers (5.9%). Lower than average of industry peers (3.5%).分析記事 • May 27Returns Are Gaining Momentum At Bowim (WSE:BOW)If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Valuation Update With 7 Day Price Move • May 05Investor sentiment improved over the past weekAfter last week's 48% share price gain to zł6.80, the stock trades at a trailing P/E ratio of 7.8x. Average trailing P/E is 13x in the Trade Distributors industry in Poland. Total returns to shareholders of 86% over the past three years.分析記事 • Apr 30Does Bowim (WSE:BOW) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Valuation Update With 7 Day Price Move • Apr 08Investor sentiment improved over the past weekAfter last week's 17% share price gain to zł4.90, the stock trades at a trailing P/E ratio of 9.8x. Average trailing P/E is 15x in the Trade Distributors industry in Poland. Total returns to shareholders of 37% over the past three years.Is New 90 Day High Low • Mar 08New 90-day high: zł4.22The company is up 80% from its price of zł2.34 on 08 December 2020. The Polish market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 13% over the same period.分析記事 • Feb 09What Do The Returns At Bowim (WSE:BOW) Mean Going Forward?What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Is New 90 Day High Low • Jan 27New 90-day high: zł3.72The company is up 98% from its price of zł1.88 on 28 October 2020. The Polish market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 37% over the same period.お知らせ • Jan 11+ 3 more updatesBowim S.A. to Report First Half, 2021 Results on Sep 30, 2021Bowim S.A. announced that they will report first half, 2021 results on Sep 30, 2021分析記事 • Jan 09Is Bowim (WSE:BOW) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł3.68, the stock is trading at a trailing P/E ratio of 7.4x, up from the previous P/E ratio of 6.3x. This compares to an average P/E of 14x in the Trade Distributors industry in Poland. Total return to shareholders over the past three years is a loss of 8.8%.Valuation Update With 7 Day Price Move • Dec 28Investor sentiment improved over the past weekAfter last week's 26% share price gain to zł2.90, the stock is trading at a trailing P/E ratio of 5.8x, up from the previous P/E ratio of 4.6x. This compares to an average P/E of 13x in the Trade Distributors industry in Poland. Total return to shareholders over the past three years is a loss of 22%.Is New 90 Day High Low • Dec 28New 90-day high: zł2.90The company is up 39% from its price of zł2.08 on 29 September 2020. The Polish market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 23% over the same period.分析記事 • Dec 14Does Bowim's (WSE:BOW) Statutory Profit Adequately Reflect Its Underlying Profit?It might be old fashioned, but we really like to invest in companies that make a profit, each and every year. Having...Valuation Update With 7 Day Price Move • Dec 11Investor sentiment improved over the past weekAfter last week's 17% share price gain to zł2.66, the stock is trading at a trailing P/E ratio of 5.3x, up from the previous P/E ratio of 4.6x. This compares to an average P/E of 10x in the Trade Distributors industry in Poland. Total return to shareholders over the past three years is a loss of 25%.Is New 90 Day High Low • Nov 27New 90-day high: zł2.18The company is up 6.0% from its price of zł2.06 on 28 August 2020. The Polish market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 1.0% over the same period.Reported Earnings • Sep 23First half earnings releasedOver the last 12 months the company has reported total profits of zł7.78m, up 297% from the prior year. Total revenue was zł1.20b over the last 12 months, down 12% from the prior year.お知らせ • Sep 18Bowim S.A. to Report First Half, 2020 Results on Sep 21, 2020Bowim S.A. announced that they will report first half, 2020 results on Sep 21, 2020 このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Bowim は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測WSE:BOW - 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3/31/20261,735133132N/A12/31/2025174,511646451,354N/A9/30/20251,800-102134N/A6/30/20251,831-65464N/A3/31/20251,802-161019N/A12/31/2024181,851-1,0558991,713N/A9/30/20241,834-8-5-1N/A6/30/20241,85621017N/A3/31/20241,913146877N/A12/31/20232,03713111121N/A9/30/20232,13188695N/A6/30/20232,4081695100N/A3/31/20232,69367118122N/A12/31/20222,7531108588N/A9/30/20222,809116156161N/A6/30/20222,7111418390N/A3/31/20222,5001654956N/A12/31/20212,2591513240N/A9/30/20211,982156310N/A6/30/20211,60212317N/A3/31/20211,295461622N/A12/31/20201,206173540N/A9/30/20201,154104450N/A6/30/20201,20586572N/A3/31/20201,26982837N/A12/31/20191,3033N/A9N/A9/30/20191,382-1N/A-12N/A6/30/20191,3702N/A-21N/A3/31/20191,3803N/A0N/A12/31/20181,36711N/A12N/A9/30/20181,30616N/A3N/A6/30/20181,27416N/A14N/A3/31/20181,19715N/A12N/A12/31/20171,12819N/A8N/A9/30/20171,03717N/A19N/A6/30/201795415N/A11N/A3/31/201790928N/A13N/A12/31/201682021N/A19N/A9/30/201679417N/A22N/A6/30/201677116N/A23N/A3/31/20167463N/A20N/A12/31/20157631N/A17N/A9/30/20157493N/A28N/A6/30/20157443N/A27N/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: BOWの予測収益成長が 貯蓄率 ( 5.3% ) 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: BOWの収益がPolish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: BOW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: BOWの収益がPolish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。高い収益成長: BOWの収益が年間20%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。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: BOW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7D1Y7D1Y7D1YCapital-goods 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 20:01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Bowim S.A. 0 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。0
Reported Earnings • 16hFirst quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: zł419.4m (down 5.7% from 1Q 2025). Net income: zł10.0m (up zł11.9m from 1Q 2025). Profit margin: 2.4% (up from net loss in 1Q 2025). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
New Risk • May 22New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 112% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 54% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (zł140.4m market cap, or US$38.4m).
Buy Or Sell Opportunity • Jan 15Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 2.3% to zł4.97. The fair value is estimated to be zł4.11, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 17% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Dec 03Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: zł438.6m (down 6.3% from 3Q 2024). Net loss: zł11.1m (loss widened 50% from 3Q 2024).
分析記事 • Oct 15Bowim (WSE:BOW) May Have Issues Allocating Its CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...
Reported Earnings • Sep 25Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: zł476.0m (up 6.9% from 2Q 2024). Net income: zł278.4k (up zł10.2m from 2Q 2024). Profit margin: 0.1% (up from net loss in 2Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 110 percentage points per year, which is a significant difference in performance.
お知らせ • Aug 22Bowim S.A. to Report First Half, 2025 Results on Sep 25, 2025Bowim S.A. announced that they will report first half, 2025 results on Sep 25, 2025
Reported Earnings • Apr 27Full year 2024 earnings released: zł0.54 loss per share (vs zł0.68 profit in FY 2023)Full year 2024 results: zł0.54 loss per share (down from zł0.68 profit in FY 2023). Revenue: zł1.82b (down 11% from FY 2023). Net loss: zł10.5m (down 180% from profit in FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.
New Risk • Mar 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Polish stocks, typically moving 10% 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 Earnings have declined by 0.6% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (10% average weekly change). Market cap is less than US$100m (zł105.8m market cap, or US$27.4m).
分析記事 • Jan 21Capital Allocation Trends At Bowim (WSE:BOW) Aren't IdealThere are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
New Risk • Nov 24New major risk - Revenue and earnings growthEarnings have declined by 0.6% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 0.6% per year over the past 5 years. Minor Risk Market cap is less than US$100m (zł72.6m market cap, or US$17.4m).
Reported Earnings • Sep 26Second quarter 2024 earnings released: zł0.49 loss per share (vs zł0.13 profit in 2Q 2023)Second quarter 2024 results: zł0.49 loss per share (down from zł0.13 profit in 2Q 2023). Revenue: zł446.6m (down 11% from 2Q 2023). Net loss: zł9.95m (down 484% from profit in 2Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 55 percentage points per year, which is a significant difference in performance.
分析記事 • Aug 10Here's What's Concerning About Bowim's (WSE:BOW) Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Upcoming Dividend • Jul 02Upcoming dividend of zł0.10 per shareEligible shareholders must have bought the stock before 09 July 2024. Payment date: 21 July 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 18%. Within top quartile of Polish dividend payers (7.6%). Higher than average of industry peers (7.6%).
お知らせ • May 25Bowim S.A., Annual General Meeting, Jun 20, 2024Bowim S.A., Annual General Meeting, Jun 20, 2024.
分析記事 • Apr 24Some May Be Optimistic About Bowim's (WSE:BOW) EarningsSoft earnings didn't appear to concern Bowim S.A.'s ( WSE:BOW ) shareholders over the last week. We think that the...
Reported Earnings • Apr 17Full year 2023 earnings released: EPS: zł0.68 (vs zł5.62 in FY 2022)Full year 2023 results: EPS: zł0.68 (down from zł5.62 in FY 2022). Revenue: zł2.07b (down 25% from FY 2022). Net income: zł13.2m (down 88% from FY 2022). Profit margin: 0.6% (down from 4.0% in FY 2022). Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
New Risk • Feb 11New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 37% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (138% payout ratio). Profit margins are more than 30% lower than last year (0.4% net profit margin). Shareholders have been diluted in the past year (37% increase in shares outstanding). Market cap is less than US$100m (zł163.0m market cap, or US$40.6m).
お知らせ • Jan 12+ 3 more updatesBowim S.A. to Report Fiscal Year 2023 Results on Apr 25, 2024Bowim S.A. announced that they will report fiscal year 2023 results on Apr 25, 2024
Reported Earnings • Nov 26Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: zł514.9m (down 33% from 3Q 2022). Net income: zł2.33m (down 76% from 3Q 2022). Profit margin: 0.5% (down from 1.3% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Oct 18Investor sentiment improves as stock rises 15%After last week's 15% share price gain to zł7.83, the stock trades at a trailing P/E ratio of 8.4x. Average trailing P/E is 9x in the Trade Distributors industry in Poland. Total returns to shareholders of 425% over the past three years.
分析記事 • Oct 13Is Bowim (WSE:BOW) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Reported Earnings • Sep 24Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: zł504.6m (down 36% from 2Q 2022). Net income: zł2.59m (down 95% from 2Q 2022). Profit margin: 0.5% (down from 6.8% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Jun 30Upcoming dividend of zł0.60 per share at 13% yieldEligible shareholders must have bought the stock before 07 July 2023. Payment date: 21 July 2023. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 13%. Within top quartile of Polish dividend payers (7.2%). Higher than average of industry peers (6.7%).
お知らせ • May 26Bowim S.A., Annual General Meeting, Jun 20, 2023Bowim S.A., Annual General Meeting, Jun 20, 2023, at 10:00 Central European Standard Time.
分析記事 • Apr 30Does Bowim (WSE:BOW) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Apr 23Full year 2022 earnings releasedFull year 2022 results: Revenue: zł2.76b (up 22% from FY 2021). Net income: zł109.6m (down 27% from FY 2021). Profit margin: 4.0% (down from 6.7% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has increased by 93% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 12+ 3 more updatesBowim S.A. to Report Fiscal Year 2022 Results on Apr 20, 2023Bowim S.A. announced that they will report fiscal year 2022 results on Apr 20, 2023
Upcoming Dividend • Dec 06Upcoming dividend of zł0.60 per shareEligible shareholders must have bought the stock before 13 December 2022. Payment date: 21 December 2022. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 24%. Within top quartile of Polish dividend payers (8.5%). Higher than average of industry peers (11%).
Reported Earnings • Nov 26Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: zł768.1m (up 15% from 3Q 2021). Net income: zł9.63m (down 72% from 3Q 2021). Profit margin: 1.3% (down from 5.2% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 104% per year but the company’s share price has only increased by 82% per year, which means it is significantly lagging earnings growth.
分析記事 • Nov 19We Think Bowim (WSE:BOW) Can Stay On Top Of Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Reported Earnings • Sep 17Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: zł789.0m (up 37% from 2Q 2021). Net income: zł53.5m (down 31% from 2Q 2021). Profit margin: 6.8% (down from 13% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 120% per year but the company’s share price has only increased by 73% per year, which means it is significantly lagging earnings growth.
分析記事 • Jul 23Is Bowim (WSE:BOW) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Upcoming Dividend • Jun 08Upcoming dividend of zł2.52 per shareEligible shareholders must have bought the stock before 15 June 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 1.4% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Polish dividend payers (8.0%). Lower than average of industry peers (5.9%).
Reported Earnings • May 31First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: zł647.2m (up 60% from 1Q 2021). Net income: zł45.3m (up 44% from 1Q 2021). Profit margin: 7.0% (down from 7.8% in 1Q 2021). The decrease in margin was driven by higher expenses.
お知らせ • May 12Bowim S.A., Annual General Meeting, Jun 06, 2022Bowim S.A., Annual General Meeting, Jun 06, 2022, at 10:00 Central European Standard Time. Agenda: Annual General Meeting.
お知らせ • Apr 13Bowim S.A. to Report Fiscal Year 2021 Results on Apr 14, 2022Bowim S.A. announced that they will report fiscal year 2021 results on Apr 14, 2022
分析記事 • Feb 10Does Bowim (WSE:BOW) Deserve A Spot On Your Watchlist?Like a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...
分析記事 • Jan 03Does Bowim (WSE:BOW) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Sep 18Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł577.1m (up 115% from 2Q 2020). Net income: zł77.2m (up zł76.7m from 2Q 2020). Profit margin: 13% (up from 0.2% 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 45% per year but the company’s share price has increased by 52% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Aug 09Here's Why Bowim (WSE:BOW) Can Manage Its Debt ResponsiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Valuation Update With 7 Day Price Move • Aug 09Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to zł11.10, the stock trades at a trailing P/E ratio of 4.7x. Average trailing P/E is 11x in the Trade Distributors industry in Poland. Total returns to shareholders of 227% over the past three years.
Valuation Update With 7 Day Price Move • Jul 23Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to zł10.20, the stock trades at a trailing P/E ratio of 4.3x. Average trailing P/E is 11x in the Trade Distributors industry in Poland. Total returns to shareholders of 200% over the past three years.
Valuation Update With 7 Day Price Move • Jul 09Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł12.55, the stock trades at a trailing P/E ratio of 5.3x. Average trailing P/E is 11x in the Trade Distributors industry in Poland. Total returns to shareholders of 237% over the past three years.
Valuation Update With 7 Day Price Move • Jun 18Investor sentiment improved over the past weekAfter last week's 19% share price gain to zł9.88, the stock trades at a trailing P/E ratio of 4.2x. Average trailing P/E is 11x in the Trade Distributors industry in Poland. Total returns to shareholders of 161% over the past three years.
分析記事 • Jun 18If You Like EPS Growth Then Check Out Bowim (WSE:BOW) Before It's Too LateFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Reported Earnings • May 30First quarter 2021 earnings releasedThe company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: zł404.7m (up 29% from 1Q 2020). Net income: zł31.5m (up zł29.3m from 1Q 2020). Profit margin: 7.8% (up from 0.7% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.
Upcoming Dividend • May 28Upcoming dividend of zł0.12 per shareEligible shareholders must have bought the stock before 04 June 2021. Payment date: 22 June 2021. Trailing yield: 1.5%. Lower than top quartile of Polish dividend payers (5.9%). Lower than average of industry peers (3.5%).
分析記事 • May 27Returns Are Gaining Momentum At Bowim (WSE:BOW)If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Valuation Update With 7 Day Price Move • May 05Investor sentiment improved over the past weekAfter last week's 48% share price gain to zł6.80, the stock trades at a trailing P/E ratio of 7.8x. Average trailing P/E is 13x in the Trade Distributors industry in Poland. Total returns to shareholders of 86% over the past three years.
分析記事 • Apr 30Does Bowim (WSE:BOW) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment improved over the past weekAfter last week's 17% share price gain to zł4.90, the stock trades at a trailing P/E ratio of 9.8x. Average trailing P/E is 15x in the Trade Distributors industry in Poland. Total returns to shareholders of 37% over the past three years.
Is New 90 Day High Low • Mar 08New 90-day high: zł4.22The company is up 80% from its price of zł2.34 on 08 December 2020. The Polish market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 13% over the same period.
分析記事 • Feb 09What Do The Returns At Bowim (WSE:BOW) Mean Going Forward?What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Is New 90 Day High Low • Jan 27New 90-day high: zł3.72The company is up 98% from its price of zł1.88 on 28 October 2020. The Polish market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 37% over the same period.
お知らせ • Jan 11+ 3 more updatesBowim S.A. to Report First Half, 2021 Results on Sep 30, 2021Bowim S.A. announced that they will report first half, 2021 results on Sep 30, 2021
分析記事 • Jan 09Is Bowim (WSE:BOW) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł3.68, the stock is trading at a trailing P/E ratio of 7.4x, up from the previous P/E ratio of 6.3x. This compares to an average P/E of 14x in the Trade Distributors industry in Poland. Total return to shareholders over the past three years is a loss of 8.8%.
Valuation Update With 7 Day Price Move • Dec 28Investor sentiment improved over the past weekAfter last week's 26% share price gain to zł2.90, the stock is trading at a trailing P/E ratio of 5.8x, up from the previous P/E ratio of 4.6x. This compares to an average P/E of 13x in the Trade Distributors industry in Poland. Total return to shareholders over the past three years is a loss of 22%.
Is New 90 Day High Low • Dec 28New 90-day high: zł2.90The company is up 39% from its price of zł2.08 on 29 September 2020. The Polish market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 23% over the same period.
分析記事 • Dec 14Does Bowim's (WSE:BOW) Statutory Profit Adequately Reflect Its Underlying Profit?It might be old fashioned, but we really like to invest in companies that make a profit, each and every year. Having...
Valuation Update With 7 Day Price Move • Dec 11Investor sentiment improved over the past weekAfter last week's 17% share price gain to zł2.66, the stock is trading at a trailing P/E ratio of 5.3x, up from the previous P/E ratio of 4.6x. This compares to an average P/E of 10x in the Trade Distributors industry in Poland. Total return to shareholders over the past three years is a loss of 25%.
Is New 90 Day High Low • Nov 27New 90-day high: zł2.18The company is up 6.0% from its price of zł2.06 on 28 August 2020. The Polish market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 1.0% over the same period.
Reported Earnings • Sep 23First half earnings releasedOver the last 12 months the company has reported total profits of zł7.78m, up 297% from the prior year. Total revenue was zł1.20b over the last 12 months, down 12% from the prior year.
お知らせ • Sep 18Bowim S.A. to Report First Half, 2020 Results on Sep 21, 2020Bowim S.A. announced that they will report first half, 2020 results on Sep 21, 2020