View ValuationMirbud 将来の成長Future 基準チェック /06現在、 Mirbud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Construction 収益成長11.1%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Low最終更新日22 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 updatesUpcoming Dividend • Jun 23Upcoming dividend of zł0.20 per shareEligible shareholders must have bought the stock before 30 June 2026. Payment date: 08 July 2026. Payout ratio is a comfortable 10% but the company is paying out more than the cash it is generating. Trailing yield: 1.0%. Lower than top quartile of Polish dividend payers (7.1%). Lower than average of industry peers (4.4%).Declared Dividend • May 27Dividend increased to zł0.20Dividend of zł0.20 is 100% higher than last year. Ex-date: 30th June 2026 Payment date: 8th July 2026 Dividend yield will be 1.8%, which is lower than the industry average of 2.9%.Valuation Update With 7 Day Price Move • May 25Investor sentiment improves as stock rises 15%After last week's 15% share price gain to zł11.48, the stock trades at a trailing P/E ratio of 11.3x. Average forward P/E is 13x in the Construction industry in Poland. Total returns to shareholders of 72% over the past three years.お知らせ • May 22Mirbud S.A., Annual General Meeting, Jun 19, 2026Mirbud S.A., Annual General Meeting, Jun 19, 2026, at 09:00 Central European Standard Time.分析記事 • May 15Is Now The Time To Look At Buying Mirbud S.A. (WSE:MRB)?Mirbud S.A. ( WSE:MRB ), might not be a large cap stock, but it received a lot of attention from a substantial price...分析記事 • Dec 05Some Investors May Be Willing To Look Past Mirbud's (WSE:MRB) Soft EarningsSoft earnings didn't appear to concern Mirbud S.A.'s ( WSE:MRB ) shareholders over the last week. We think that the...Reported Earnings • Nov 29Third quarter 2025 earnings released: EPS: zł0.13 (vs zł0.093 in 3Q 2024)Third quarter 2025 results: EPS: zł0.13 (up from zł0.093 in 3Q 2024). Revenue: zł732.0m (down 18% from 3Q 2024). Net income: zł14.1m (up 38% from 3Q 2024). Profit margin: 1.9% (up from 1.1% in 3Q 2024). Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Construction industry in Poland. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 53% per year, which means it is well ahead of earnings.お知らせ • Aug 20Mirbud S.A. to Report First Half, 2025 Results on Aug 28, 2025Mirbud S.A. announced that they will report first half, 2025 results on Aug 28, 2025Upcoming Dividend • Jun 23Upcoming dividend of zł0.10 per shareEligible shareholders must have bought the stock before 30 June 2025. Payment date: 08 August 2025. Payout ratio is a comfortable 9.6% but the company is not cash flow positive. Trailing yield: 0.7%. Lower than top quartile of Polish dividend payers (7.2%). Lower than average of industry peers (4.1%).Reported Earnings • May 23First quarter 2025 earnings released: EPS: zł0.14 (vs zł0.36 in 1Q 2024)First quarter 2025 results: EPS: zł0.14 (down from zł0.36 in 1Q 2024). Revenue: zł496.7m (down 23% from 1Q 2024). Net income: zł15.0m (down 55% from 1Q 2024). Profit margin: 3.0% (down from 5.1% in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 61% per year, which means it is well ahead of earnings.Declared Dividend • May 21Dividend reduced to zł0.09Dividend of zł0.09 is 57% lower than last year. Ex-date: 30th June 2025 Payment date: 8th August 2025 Dividend yield will be 0.6%, which is lower than the industry average of 2.9%.お知らせ • May 20Mirbud S.A. announces Annual dividend, payable on August 08, 2025Mirbud S.A. announced Annual dividend of PLN 0.0900 per share payable on August 08, 2025, ex-date on June 30, 2025 and record date on July 01, 2025.お知らせ • May 19Mirbud S.A., Annual General Meeting, Jun 13, 2025Mirbud S.A., Annual General Meeting, Jun 13, 2025.分析記事 • May 07Mirbud's (WSE:MRB) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsMirbud S.A.'s ( WSE:MRB ) stock showed strength, with investors undeterred by its weak earnings report. While...Valuation Update With 7 Day Price Move • Apr 25Investor sentiment improves as stock rises 17%After last week's 17% share price gain to zł15.23, the stock trades at a trailing P/E ratio of 11.7x. Average trailing P/E is 15x in the Construction industry in Poland. Total returns to shareholders of 406% over the past three years.分析記事 • Feb 13These 4 Measures Indicate That Mirbud (WSE:MRB) Is Using Debt Reasonably WellDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...New Risk • Dec 02New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 47% 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: Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (20% increase in shares outstanding).Reported Earnings • Nov 29Third quarter 2024 earnings released: EPS: zł0.09 (vs zł0.30 in 3Q 2023)Third quarter 2024 results: EPS: zł0.09 (down from zł0.30 in 3Q 2023). Revenue: zł893.7m (up 2.4% from 3Q 2023). Net income: zł10.2m (down 63% from 3Q 2023). Profit margin: 1.1% (down from 3.2% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Sep 22With EPS Growth And More, Mirbud (WSE:MRB) Makes An Interesting CaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Valuation Update With 7 Day Price Move • Sep 21Investor sentiment improves as stock rises 15%After last week's 15% share price gain to zł13.20, the stock trades at a trailing P/E ratio of 9x. Average forward P/E is 11x in the Construction industry in Poland. Total returns to shareholders of 275% over the past three years.New Risk • Sep 06New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 44% 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: Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (20% increase in shares outstanding).分析記事 • Sep 04We Think That There Are Issues Underlying Mirbud's (WSE:MRB) EarningsLast week's profit announcement from Mirbud S.A. ( WSE:MRB ) was underwhelming for investors, despite headline numbers...Reported Earnings • Aug 29Second quarter 2024 earnings released: EPS: zł0.16 (vs zł0.17 in 2Q 2023)Second quarter 2024 results: EPS: zł0.16. Revenue: zł815.7m (up 20% from 2Q 2023). Net income: zł21.1m (up 34% from 2Q 2023). Profit margin: 2.6% (up from 2.3% in 2Q 2023). The increase in margin was driven by higher revenue.New Risk • Aug 09New 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 6.5% 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: Minor Risks Share price has been volatile over the past 3 months (6.5% average weekly change). Shareholders have been diluted in the past year (20% increase in shares outstanding).分析記事 • Jun 29Mirbud S.A. (WSE:MRB) Looks Just Right With A 30% Price JumpDespite an already strong run, Mirbud S.A. ( WSE:MRB ) shares have been powering on, with a gain of 30% in the last...お知らせ • Jun 24Mirbud to Pay Dividend, Payable on August 7, 2024Mirbud's shareholders have decided to pay a total dividend of PLN 19.27 million (EUR 4.4 million), or PLN 0.21 (EUR 0.05) per share. The record date is June 27, 2024 and the dividend will be paid on August 7, 2024. In 2023, Mirbud's general meeting decided to pay a total dividend for 2022 of PLN 23.85 million (EUR 5.5 million), or PLN 0.26 (EUR 0.06) gross per share.Upcoming Dividend • Jun 19Upcoming dividend of zł0.21 per shareEligible shareholders must have bought the stock before 26 June 2024. Payment date: 07 August 2024. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Polish dividend payers (7.7%). Lower than average of industry peers (4.8%).分析記事 • Jun 16Mirbud's (WSE:MRB) Shareholders Will Receive A Smaller Dividend Than Last YearMirbud S.A. ( WSE:MRB ) has announced that on 7th of August, it will be paying a dividend ofPLN0.21, which a reduction...お知らせ • Jun 15Mirbud S.A. has completed a Follow-on Equity Offering in the amount of PLN 201.8368 million.Mirbud S.A. has completed a Follow-on Equity Offering in the amount of PLN 201.8368 million. Security Name: Series L Shares Security Type: Common Stock Securities Offered: 18,348,800 Price\Range: PLN 11 Transaction Features: Regulation S; Subsequent Direct ListingNew Risk • Jun 13New 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 7.0% 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. This is currently the only risk that has been identified for the company.New Risk • Jun 04New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 21% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. This is currently the only risk that has been identified for the company.分析記事 • Jun 01Mirbud (WSE:MRB) Will Pay A Smaller Dividend Than Last YearThe board of Mirbud S.A. ( WSE:MRB ) has announced it will be reducing its dividend by 19% from last year's payment of...Declared Dividend • May 27Dividend reduced to zł0.21Dividend of zł0.21 is 19% lower than last year. Ex-date: 26th June 2024 Payment date: 7th August 2024 Dividend yield will be 1.8%, which is lower than the industry average of 2.9%. Sustainability & Growth Dividend is covered by both earnings (27% earnings payout ratio) and cash flows (56% cash payout ratio). The dividend has increased by an average of 90% per year over the past 4 years and payments have been stable during that time. Earnings per share has grown by 27% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • May 26Mirbud S.A. Proposes Dividend for the Year 2023Mirbud S.A. recommends dividend payment of PLN 19.27 million (EUR 4.53 million) or PLN 0.21 (EUR 0.05) per share, the company said in a market filing. In 2023, the company's general meeting decided on a dividend payment for 2022 amounting to PLN 23.85 million (EUR 5.60 million) or PLN 0.26 (EUR 0.06) per share.Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 20%After last week's 20% share price gain to zł12.20, the stock trades at a trailing P/E ratio of 12.7x. Average trailing P/E is 12x in the Construction industry in Poland. Total returns to shareholders of 170% over the past three years.お知らせ • Jan 13Mirbud S.A. to Report Fiscal Year 2023 Results on Apr 25, 2024Mirbud S.A. announced that they will report fiscal year 2023 results on Apr 25, 2024お知らせ • Jan 12+ 2 more updatesMirbud S.A. to Report Q2, 2024 Results on Aug 29, 2024Mirbud S.A. announced that they will report Q2, 2024 results on Aug 29, 2024Reported Earnings • Nov 30Third quarter 2023 earnings released: EPS: zł0.30 (vs zł0.53 in 3Q 2022)Third quarter 2023 results: EPS: zł0.30 (down from zł0.53 in 3Q 2022). Revenue: zł872.4m (down 8.3% from 3Q 2022). Net income: zł27.5m (down 43% from 3Q 2022). Profit margin: 3.2% (down from 5.1% 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 17% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Oct 19Is It Too Late To Consider Buying Mirbud S.A. (WSE:MRB)?Mirbud S.A. ( WSE:MRB ), is not the largest company out there, but it received a lot of attention from a substantial...Reported Earnings • Aug 31Second quarter 2023 earnings released: EPS: zł0.17 (vs zł0.27 in 2Q 2022)Second quarter 2023 results: EPS: zł0.17 (down from zł0.27 in 2Q 2022). Revenue: zł679.9m (down 20% from 2Q 2022). Net income: zł15.7m (down 36% from 2Q 2022). Profit margin: 2.3% (down from 2.9% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 9.1% p.a. on average during the next 2 years, compared to a 6.3% growth forecast for the Construction industry in Poland. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Aug 22Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to zł6.38, the stock trades at a trailing P/E ratio of 5x. Average forward P/E is 11x in the Construction industry in Poland. Total returns to shareholders of 285% over the past three years.分析記事 • Jun 22Mirbud's (WSE:MRB) Upcoming Dividend Will Be Larger Than Last Year'sMirbud S.A.'s ( WSE:MRB ) dividend will be increasing from last year's payment of the same period to PLN0.26 on 21st of...お知らせ • Jun 21Mirbud S.A. Approves Dividend for 2022, Payable on July 21, 2023Mirbud S.A. approved ca. PLN 23.9 million dividend from 2022 net profit of PLN 120.2 million, translating into PLN 0.26 gross DPS. The dividend rights are to be set on June 26 and the payment is due on July 21.Upcoming Dividend • Jun 16Upcoming dividend of zł0.26 per share at 3.8% yieldEligible shareholders must have bought the stock before 23 June 2023. Payment date: 21 July 2023. Payout ratio is a comfortable 15% but the company is not cash flow positive. Trailing yield: 3.8%. Lower than top quartile of Polish dividend payers (7.2%). Lower than average of industry peers (5.1%).お知らせ • May 26Mirbud S.A., Annual General Meeting, Jun 19, 2023Mirbud S.A., Annual General Meeting, Jun 19, 2023, at 10:00 Central European Standard Time.分析記事 • May 26Mirbud (WSE:MRB) Is Increasing Its Dividend To PLN0.26Mirbud S.A.'s ( WSE:MRB ) periodic dividend will be increasing on the 21st of July to PLN0.26, with investors receiving...お知らせ • Jan 20+ 3 more updatesMirbud S.A. to Report Q3, 2023 Results on Nov 28, 2023Mirbud S.A. announced that they will report Q3, 2023 results on Nov 28, 2023Reported Earnings • Dec 01Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: zł951.8m (up 23% from 3Q 2021). Net income: zł48.2m (up 13% from 3Q 2021). Profit margin: 5.1% (down from 5.5% in 3Q 2021). The decrease in margin was driven by higher expenses.分析記事 • Nov 30Is Mirbud (WSE:MRB) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Nov 08Should You Be Adding Mirbud (WSE:MRB) To Your Watchlist Today?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Buying Opportunity • Oct 03Now 21% undervaluedOver the last 90 days, the stock is up 2.7%. The fair value is estimated to be zł3.89, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 44% over the last 3 years. Earnings per share has grown by 59%.Reported Earnings • Sep 01Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: zł849.3m (up 48% from 2Q 2021). Net income: zł24.3m (up 9.4% from 2Q 2021). Profit margin: 2.9% (down from 3.9% in 2Q 2021). The decrease in margin was driven by higher expenses.Valuation Update With 7 Day Price Move • Aug 02Investor sentiment improved over the past weekAfter last week's 15% share price gain to zł3.42, the stock trades at a trailing P/E ratio of 2.7x. Average trailing P/E is 8x in the Construction industry in Poland. Total returns to shareholders of 265% over the past three years.分析記事 • Aug 02Do Mirbud's (WSE:MRB) Earnings Warrant Your Attention?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...分析記事 • Jun 16Mirbud (WSE:MRB) Will Pay A Larger Dividend Than Last Year At zł0.20Mirbud S.A.'s ( WSE:MRB ) dividend will be increasing on the 21st of June to zł0.20, with investors receiving 150% more...お知らせ • Jun 15Mirbud S.A. Announces Dividend for 2021Mirbud S.A. announced that it will put PLN 18.4 million from 2021 profit of PLN 80.4 million to dividend, translating into PLN 0.20 dividend per share, the company wrote in a market filing, citing GM decisions.Upcoming Dividend • Jun 10Upcoming dividend of zł0.20 per shareEligible shareholders must have bought the stock before 17 June 2022. Payment date: 21 June 2022. Trailing yield: 2.4%. Lower than top quartile of Polish dividend payers (7.8%). Lower than average of industry peers (7.6%).分析記事 • May 19Mirbud's (WSE:MRB) Dividend Will Be Increased To zł0.20Mirbud S.A. ( WSE:MRB ) will increase its dividend on the 21st of June to zł0.20, which is 150% higher than last year...お知らせ • May 18Mirbud S.A., Annual General Meeting, Jun 14, 2022Mirbud S.A., Annual General Meeting, Jun 14, 2022, at 10:00 Central European Standard Time.お知らせ • May 13Mirbud S.A. Recommends Dividend for the Year 2021Mirbud S.A. recommended putting PLN 18.3 million from 2021 profit of PLN 80.4 million to dividend, translating into PLN 0.20 per share, the company wrote in a market filing.Valuation Update With 7 Day Price Move • Mar 07Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to zł3.15, the stock trades at a trailing P/E ratio of 2.3x. Average trailing P/E is 9x in the Construction industry in Poland. Total returns to shareholders of 184% over the past three years.分析記事 • Feb 24Here's Why I Think Mirbud (WSE:MRB) Is An Interesting StockLike a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...Valuation Update With 7 Day Price Move • Jan 24Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to zł3.93, the stock trades at a trailing P/E ratio of 2.9x. Average trailing P/E is 9x in the Construction industry in Poland. Total returns to shareholders of 282% over the past three years.分析記事 • Jan 12Does Mirbud (WSE:MRB) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Dec 02Third quarter 2021 earnings: Revenues in line with analyst expectationsThird quarter 2021 results: Revenue: zł774.6m (up 134% from 3Q 2020). Net income: zł42.7m (up 171% from 3Q 2020). Profit margin: 5.5% (up from 4.8% in 3Q 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has increased by 62% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Sep 20Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to zł3.78, the stock trades at a trailing P/E ratio of 3.6x. Average trailing P/E is 10x in the Construction industry in Poland. Total returns to shareholders of 274% over the past three years.Reported Earnings • Sep 01Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł574.2m (up 137% from 2Q 2020). Net income: zł22.2m (up 445% from 2Q 2020). Profit margin: 3.9% (up from 1.7% 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 36% per year but the company’s share price has increased by 61% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jun 26Mirbud (WSE:MRB) Is Increasing Its Dividend To zł0.06The board of Mirbud S.A. ( WSE:MRB ) has announced that it will be increasing its dividend on the 16th of August to...Upcoming Dividend • Jun 23Upcoming dividend of zł0.06 per shareEligible shareholders must have bought the stock before 30 June 2021. Payment date: 16 August 2021. Trailing yield: 1.3%. Lower than top quartile of Polish dividend payers (5.9%). Lower than average of industry peers (3.5%).Reported Earnings • Jun 01First quarter 2021 earnings releasedThe company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: zł298.3m (up 55% from 1Q 2020). Net income: zł27.5m (up 316% from 1Q 2020). Profit margin: 9.2% (up from 3.4% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 67% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • May 27Here's Why I Think Mirbud (WSE:MRB) Is An Interesting StockIt's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...Reported Earnings • Apr 30Full year 2020 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: zł1.24b (up 31% from FY 2019). Net income: zł58.2m (up 107% from FY 2019). Profit margin: 4.7% (up from 3.0% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 58% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł5.13, the stock trades at a trailing P/E ratio of 13.4x. Average trailing P/E is 9x in the Construction industry in Poland. Total returns to shareholders of 303% over the past three years.分析記事 • Mar 17Imagine Holding Mirbud (WSE:MRB) Shares While The Price Zoomed 417% HigherWhile stock picking isn't easy, for those willing to persist and learn, it is possible to buy shares in great...分析記事 • Feb 27Is Mirbud (WSE:MRB) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Is New 90 Day High Low • Feb 10New 90-day high: zł4.54The company is up 94% from its price of zł2.34 on 12 November 2020. The Polish market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 35% over the same period.お知らせ • Jan 28Mirbud and Unit Kobylarnia in Consortium with Peer Budpol Inks a ContractMirbud and unit Kobylarnia in consortium with peer Budpol inked a PLN 258.7 million gross deal with state road authority GDDKiA to build a section of the A18 highway. Mirbud has 25 months to complete the task.分析記事 • Jan 25Is Mirbud S.A.'s (WSE:MRB) Shareholder Ownership Skewed Towards Insiders?Every investor in Mirbud S.A. ( WSE:MRB ) should be aware of the most powerful shareholder groups. Large companies...Is New 90 Day High Low • Jan 14New 90-day high: zł4.39The company is up 104% from its price of zł2.15 on 16 October 2020. The Polish market is up 20% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 30% over the same period.お知らせ • Jan 13+ 2 more updatesMirbud S.A. to Report Q3, 2021 Results on Nov 29, 2021Mirbud S.A. announced that they will report Q3, 2021 results on Nov 29, 2021分析記事 • Jan 08Is Mirbud S.A.'s (WSE:MRB) Recent Stock Performance Influenced By Its Fundamentals In Any Way?Most readers would already be aware that Mirbud's (WSE:MRB) stock increased significantly by 81% over the past three...Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł3.92, the stock is trading at a trailing P/E ratio of 10.2x, up from the previous P/E ratio of 8.8x. This compares to an average P/E of 8x in the Construction industry in Poland. Total returns to shareholders over the past three years are 231%.Is New 90 Day High Low • Dec 29New 90-day high: zł3.38The company is up 39% from its price of zł2.43 on 30 September 2020. The Polish market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 19% over the same period.分析記事 • Dec 18Mirbud (WSE:MRB) Is Growing Earnings But Are They A Good Guide?Statistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. Having said that...Valuation Update With 7 Day Price Move • Dec 07Market bids up stock over the past weekAfter last week's 16% share price gain to zł3.17, the stock is trading at a trailing P/E ratio of 8.3x, up from the previous P/E ratio of 7.2x. This compares to an average P/E of 7x in the Construction industry in Poland. Total returns to shareholders over the past three years are 172%.分析記事 • Nov 27Is Mirbud (WSE:MRB) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Is New 90 Day High Low • Nov 26New 90-day high: zł2.65The company is up 37% from its price of zł1.93 on 28 August 2020. The Polish market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 7.0% over the same period.Valuation Update With 7 Day Price Move • Nov 12Market bids up stock over the past weekAfter last week's 19% share price gain to zł2.34, the stock is trading at a trailing P/E ratio of 7.8x, up from the previous P/E ratio of 6.5x. This compares to an average P/E of 7x in the Construction industry in Poland. Total returns to shareholders over the past three years are 103%.Valuation Update With 7 Day Price Move • Nov 06Market bids up stock over the past weekAfter last week's 15% share price gain to zł2.03, the stock is trading at a trailing P/E ratio of 6.7x, up from the previous P/E ratio of 5.8x. This compares to an average P/E of 7x in the Construction industry in Poland. Total returns to shareholders over the past three years are 73%.Valuation Update With 7 Day Price Move • Oct 29Market pulls back on stock over the past weekAfter last week's 16% share price decline to zł1.82, the stock is trading at a trailing P/E ratio of 6x, down from the previous P/E ratio of 7.2x. This compares to an average P/E of 7x in the Construction industry in Poland. Total returns to shareholders over the past three years are 58%. 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、Mirbud 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:MRB - 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12/31/20263,236N/AN/AN/A13/31/20263,002107-266N/A12/31/20252,951112-89-58N/A9/30/20252,845107-247-196N/A6/30/20253,007103-281-203N/A3/31/20253,102103-345-270N/A12/31/20243,252121-144-48N/A9/30/20243,61114480268N/A6/30/20243,59016151211N/A3/31/20243,454156105242N/A12/31/20233,32213533148N/A9/30/20233,084884257N/A6/30/20233,163108103113N/A3/31/20233,3331174251N/A12/31/20223,319119126133N/A9/30/20223,161123-24-22N/A6/30/20222,9841186256N/A3/31/20222,709116150154N/A12/31/20212,506128202205N/A9/30/20212,125124243251N/A6/30/20211,68097201215N/A3/31/20211,34979208215N/A12/31/20201,24358238248N/A9/30/20201,07937104115N/A6/30/2020980296378N/A3/31/2020960285171N/A12/31/201994928N/A28N/A9/30/201997225N/A28N/A6/30/20191,06425N/A30N/A3/31/20191,18327N/A32N/A12/31/20181,14325N/A49N/A9/30/20181,08823N/A75N/A6/30/20181,01024N/A91N/A3/31/201888123N/A73N/A12/31/201786023N/A68N/A9/30/201782417N/A53N/A6/30/201780824N/A25N/A3/31/201777520N/A23N/A12/31/201677419N/A33N/A9/30/201676218N/A-20N/A6/30/20167547N/A-7N/A3/31/201675512N/A7N/A12/31/201576114N/A80N/A9/30/201579716N/A56N/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: MRB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: MRB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: MRB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: MRB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: MRB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: MRB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2026/07/16 07:55終値2026/07/16 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Mirbud S.A. 1 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。1 アナリスト機関Piotr ZybalaPKO BP Securities
Upcoming Dividend • Jun 23Upcoming dividend of zł0.20 per shareEligible shareholders must have bought the stock before 30 June 2026. Payment date: 08 July 2026. Payout ratio is a comfortable 10% but the company is paying out more than the cash it is generating. Trailing yield: 1.0%. Lower than top quartile of Polish dividend payers (7.1%). Lower than average of industry peers (4.4%).
Declared Dividend • May 27Dividend increased to zł0.20Dividend of zł0.20 is 100% higher than last year. Ex-date: 30th June 2026 Payment date: 8th July 2026 Dividend yield will be 1.8%, which is lower than the industry average of 2.9%.
Valuation Update With 7 Day Price Move • May 25Investor sentiment improves as stock rises 15%After last week's 15% share price gain to zł11.48, the stock trades at a trailing P/E ratio of 11.3x. Average forward P/E is 13x in the Construction industry in Poland. Total returns to shareholders of 72% over the past three years.
お知らせ • May 22Mirbud S.A., Annual General Meeting, Jun 19, 2026Mirbud S.A., Annual General Meeting, Jun 19, 2026, at 09:00 Central European Standard Time.
分析記事 • May 15Is Now The Time To Look At Buying Mirbud S.A. (WSE:MRB)?Mirbud S.A. ( WSE:MRB ), might not be a large cap stock, but it received a lot of attention from a substantial price...
分析記事 • Dec 05Some Investors May Be Willing To Look Past Mirbud's (WSE:MRB) Soft EarningsSoft earnings didn't appear to concern Mirbud S.A.'s ( WSE:MRB ) shareholders over the last week. We think that the...
Reported Earnings • Nov 29Third quarter 2025 earnings released: EPS: zł0.13 (vs zł0.093 in 3Q 2024)Third quarter 2025 results: EPS: zł0.13 (up from zł0.093 in 3Q 2024). Revenue: zł732.0m (down 18% from 3Q 2024). Net income: zł14.1m (up 38% from 3Q 2024). Profit margin: 1.9% (up from 1.1% in 3Q 2024). Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Construction industry in Poland. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 53% per year, which means it is well ahead of earnings.
お知らせ • Aug 20Mirbud S.A. to Report First Half, 2025 Results on Aug 28, 2025Mirbud S.A. announced that they will report first half, 2025 results on Aug 28, 2025
Upcoming Dividend • Jun 23Upcoming dividend of zł0.10 per shareEligible shareholders must have bought the stock before 30 June 2025. Payment date: 08 August 2025. Payout ratio is a comfortable 9.6% but the company is not cash flow positive. Trailing yield: 0.7%. Lower than top quartile of Polish dividend payers (7.2%). Lower than average of industry peers (4.1%).
Reported Earnings • May 23First quarter 2025 earnings released: EPS: zł0.14 (vs zł0.36 in 1Q 2024)First quarter 2025 results: EPS: zł0.14 (down from zł0.36 in 1Q 2024). Revenue: zł496.7m (down 23% from 1Q 2024). Net income: zł15.0m (down 55% from 1Q 2024). Profit margin: 3.0% (down from 5.1% in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 61% per year, which means it is well ahead of earnings.
Declared Dividend • May 21Dividend reduced to zł0.09Dividend of zł0.09 is 57% lower than last year. Ex-date: 30th June 2025 Payment date: 8th August 2025 Dividend yield will be 0.6%, which is lower than the industry average of 2.9%.
お知らせ • May 20Mirbud S.A. announces Annual dividend, payable on August 08, 2025Mirbud S.A. announced Annual dividend of PLN 0.0900 per share payable on August 08, 2025, ex-date on June 30, 2025 and record date on July 01, 2025.
お知らせ • May 19Mirbud S.A., Annual General Meeting, Jun 13, 2025Mirbud S.A., Annual General Meeting, Jun 13, 2025.
分析記事 • May 07Mirbud's (WSE:MRB) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsMirbud S.A.'s ( WSE:MRB ) stock showed strength, with investors undeterred by its weak earnings report. While...
Valuation Update With 7 Day Price Move • Apr 25Investor sentiment improves as stock rises 17%After last week's 17% share price gain to zł15.23, the stock trades at a trailing P/E ratio of 11.7x. Average trailing P/E is 15x in the Construction industry in Poland. Total returns to shareholders of 406% over the past three years.
分析記事 • Feb 13These 4 Measures Indicate That Mirbud (WSE:MRB) Is Using Debt Reasonably WellDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
New Risk • Dec 02New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 47% 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: Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (20% increase in shares outstanding).
Reported Earnings • Nov 29Third quarter 2024 earnings released: EPS: zł0.09 (vs zł0.30 in 3Q 2023)Third quarter 2024 results: EPS: zł0.09 (down from zł0.30 in 3Q 2023). Revenue: zł893.7m (up 2.4% from 3Q 2023). Net income: zł10.2m (down 63% from 3Q 2023). Profit margin: 1.1% (down from 3.2% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Sep 22With EPS Growth And More, Mirbud (WSE:MRB) Makes An Interesting CaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Valuation Update With 7 Day Price Move • Sep 21Investor sentiment improves as stock rises 15%After last week's 15% share price gain to zł13.20, the stock trades at a trailing P/E ratio of 9x. Average forward P/E is 11x in the Construction industry in Poland. Total returns to shareholders of 275% over the past three years.
New Risk • Sep 06New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 44% 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: Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (20% increase in shares outstanding).
分析記事 • Sep 04We Think That There Are Issues Underlying Mirbud's (WSE:MRB) EarningsLast week's profit announcement from Mirbud S.A. ( WSE:MRB ) was underwhelming for investors, despite headline numbers...
Reported Earnings • Aug 29Second quarter 2024 earnings released: EPS: zł0.16 (vs zł0.17 in 2Q 2023)Second quarter 2024 results: EPS: zł0.16. Revenue: zł815.7m (up 20% from 2Q 2023). Net income: zł21.1m (up 34% from 2Q 2023). Profit margin: 2.6% (up from 2.3% in 2Q 2023). The increase in margin was driven by higher revenue.
New Risk • Aug 09New 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 6.5% 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: Minor Risks Share price has been volatile over the past 3 months (6.5% average weekly change). Shareholders have been diluted in the past year (20% increase in shares outstanding).
分析記事 • Jun 29Mirbud S.A. (WSE:MRB) Looks Just Right With A 30% Price JumpDespite an already strong run, Mirbud S.A. ( WSE:MRB ) shares have been powering on, with a gain of 30% in the last...
お知らせ • Jun 24Mirbud to Pay Dividend, Payable on August 7, 2024Mirbud's shareholders have decided to pay a total dividend of PLN 19.27 million (EUR 4.4 million), or PLN 0.21 (EUR 0.05) per share. The record date is June 27, 2024 and the dividend will be paid on August 7, 2024. In 2023, Mirbud's general meeting decided to pay a total dividend for 2022 of PLN 23.85 million (EUR 5.5 million), or PLN 0.26 (EUR 0.06) gross per share.
Upcoming Dividend • Jun 19Upcoming dividend of zł0.21 per shareEligible shareholders must have bought the stock before 26 June 2024. Payment date: 07 August 2024. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Polish dividend payers (7.7%). Lower than average of industry peers (4.8%).
分析記事 • Jun 16Mirbud's (WSE:MRB) Shareholders Will Receive A Smaller Dividend Than Last YearMirbud S.A. ( WSE:MRB ) has announced that on 7th of August, it will be paying a dividend ofPLN0.21, which a reduction...
お知らせ • Jun 15Mirbud S.A. has completed a Follow-on Equity Offering in the amount of PLN 201.8368 million.Mirbud S.A. has completed a Follow-on Equity Offering in the amount of PLN 201.8368 million. Security Name: Series L Shares Security Type: Common Stock Securities Offered: 18,348,800 Price\Range: PLN 11 Transaction Features: Regulation S; Subsequent Direct Listing
New Risk • Jun 13New 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 7.0% 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. This is currently the only risk that has been identified for the company.
New Risk • Jun 04New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 21% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. This is currently the only risk that has been identified for the company.
分析記事 • Jun 01Mirbud (WSE:MRB) Will Pay A Smaller Dividend Than Last YearThe board of Mirbud S.A. ( WSE:MRB ) has announced it will be reducing its dividend by 19% from last year's payment of...
Declared Dividend • May 27Dividend reduced to zł0.21Dividend of zł0.21 is 19% lower than last year. Ex-date: 26th June 2024 Payment date: 7th August 2024 Dividend yield will be 1.8%, which is lower than the industry average of 2.9%. Sustainability & Growth Dividend is covered by both earnings (27% earnings payout ratio) and cash flows (56% cash payout ratio). The dividend has increased by an average of 90% per year over the past 4 years and payments have been stable during that time. Earnings per share has grown by 27% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • May 26Mirbud S.A. Proposes Dividend for the Year 2023Mirbud S.A. recommends dividend payment of PLN 19.27 million (EUR 4.53 million) or PLN 0.21 (EUR 0.05) per share, the company said in a market filing. In 2023, the company's general meeting decided on a dividend payment for 2022 amounting to PLN 23.85 million (EUR 5.60 million) or PLN 0.26 (EUR 0.06) per share.
Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 20%After last week's 20% share price gain to zł12.20, the stock trades at a trailing P/E ratio of 12.7x. Average trailing P/E is 12x in the Construction industry in Poland. Total returns to shareholders of 170% over the past three years.
お知らせ • Jan 13Mirbud S.A. to Report Fiscal Year 2023 Results on Apr 25, 2024Mirbud S.A. announced that they will report fiscal year 2023 results on Apr 25, 2024
お知らせ • Jan 12+ 2 more updatesMirbud S.A. to Report Q2, 2024 Results on Aug 29, 2024Mirbud S.A. announced that they will report Q2, 2024 results on Aug 29, 2024
Reported Earnings • Nov 30Third quarter 2023 earnings released: EPS: zł0.30 (vs zł0.53 in 3Q 2022)Third quarter 2023 results: EPS: zł0.30 (down from zł0.53 in 3Q 2022). Revenue: zł872.4m (down 8.3% from 3Q 2022). Net income: zł27.5m (down 43% from 3Q 2022). Profit margin: 3.2% (down from 5.1% 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 17% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Oct 19Is It Too Late To Consider Buying Mirbud S.A. (WSE:MRB)?Mirbud S.A. ( WSE:MRB ), is not the largest company out there, but it received a lot of attention from a substantial...
Reported Earnings • Aug 31Second quarter 2023 earnings released: EPS: zł0.17 (vs zł0.27 in 2Q 2022)Second quarter 2023 results: EPS: zł0.17 (down from zł0.27 in 2Q 2022). Revenue: zł679.9m (down 20% from 2Q 2022). Net income: zł15.7m (down 36% from 2Q 2022). Profit margin: 2.3% (down from 2.9% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 9.1% p.a. on average during the next 2 years, compared to a 6.3% growth forecast for the Construction industry in Poland. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Aug 22Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to zł6.38, the stock trades at a trailing P/E ratio of 5x. Average forward P/E is 11x in the Construction industry in Poland. Total returns to shareholders of 285% over the past three years.
分析記事 • Jun 22Mirbud's (WSE:MRB) Upcoming Dividend Will Be Larger Than Last Year'sMirbud S.A.'s ( WSE:MRB ) dividend will be increasing from last year's payment of the same period to PLN0.26 on 21st of...
お知らせ • Jun 21Mirbud S.A. Approves Dividend for 2022, Payable on July 21, 2023Mirbud S.A. approved ca. PLN 23.9 million dividend from 2022 net profit of PLN 120.2 million, translating into PLN 0.26 gross DPS. The dividend rights are to be set on June 26 and the payment is due on July 21.
Upcoming Dividend • Jun 16Upcoming dividend of zł0.26 per share at 3.8% yieldEligible shareholders must have bought the stock before 23 June 2023. Payment date: 21 July 2023. Payout ratio is a comfortable 15% but the company is not cash flow positive. Trailing yield: 3.8%. Lower than top quartile of Polish dividend payers (7.2%). Lower than average of industry peers (5.1%).
お知らせ • May 26Mirbud S.A., Annual General Meeting, Jun 19, 2023Mirbud S.A., Annual General Meeting, Jun 19, 2023, at 10:00 Central European Standard Time.
分析記事 • May 26Mirbud (WSE:MRB) Is Increasing Its Dividend To PLN0.26Mirbud S.A.'s ( WSE:MRB ) periodic dividend will be increasing on the 21st of July to PLN0.26, with investors receiving...
お知らせ • Jan 20+ 3 more updatesMirbud S.A. to Report Q3, 2023 Results on Nov 28, 2023Mirbud S.A. announced that they will report Q3, 2023 results on Nov 28, 2023
Reported Earnings • Dec 01Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: zł951.8m (up 23% from 3Q 2021). Net income: zł48.2m (up 13% from 3Q 2021). Profit margin: 5.1% (down from 5.5% in 3Q 2021). The decrease in margin was driven by higher expenses.
分析記事 • Nov 30Is Mirbud (WSE:MRB) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Nov 08Should You Be Adding Mirbud (WSE:MRB) To Your Watchlist Today?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Buying Opportunity • Oct 03Now 21% undervaluedOver the last 90 days, the stock is up 2.7%. The fair value is estimated to be zł3.89, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 44% over the last 3 years. Earnings per share has grown by 59%.
Reported Earnings • Sep 01Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: zł849.3m (up 48% from 2Q 2021). Net income: zł24.3m (up 9.4% from 2Q 2021). Profit margin: 2.9% (down from 3.9% in 2Q 2021). The decrease in margin was driven by higher expenses.
Valuation Update With 7 Day Price Move • Aug 02Investor sentiment improved over the past weekAfter last week's 15% share price gain to zł3.42, the stock trades at a trailing P/E ratio of 2.7x. Average trailing P/E is 8x in the Construction industry in Poland. Total returns to shareholders of 265% over the past three years.
分析記事 • Aug 02Do Mirbud's (WSE:MRB) Earnings Warrant Your Attention?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
分析記事 • Jun 16Mirbud (WSE:MRB) Will Pay A Larger Dividend Than Last Year At zł0.20Mirbud S.A.'s ( WSE:MRB ) dividend will be increasing on the 21st of June to zł0.20, with investors receiving 150% more...
お知らせ • Jun 15Mirbud S.A. Announces Dividend for 2021Mirbud S.A. announced that it will put PLN 18.4 million from 2021 profit of PLN 80.4 million to dividend, translating into PLN 0.20 dividend per share, the company wrote in a market filing, citing GM decisions.
Upcoming Dividend • Jun 10Upcoming dividend of zł0.20 per shareEligible shareholders must have bought the stock before 17 June 2022. Payment date: 21 June 2022. Trailing yield: 2.4%. Lower than top quartile of Polish dividend payers (7.8%). Lower than average of industry peers (7.6%).
分析記事 • May 19Mirbud's (WSE:MRB) Dividend Will Be Increased To zł0.20Mirbud S.A. ( WSE:MRB ) will increase its dividend on the 21st of June to zł0.20, which is 150% higher than last year...
お知らせ • May 18Mirbud S.A., Annual General Meeting, Jun 14, 2022Mirbud S.A., Annual General Meeting, Jun 14, 2022, at 10:00 Central European Standard Time.
お知らせ • May 13Mirbud S.A. Recommends Dividend for the Year 2021Mirbud S.A. recommended putting PLN 18.3 million from 2021 profit of PLN 80.4 million to dividend, translating into PLN 0.20 per share, the company wrote in a market filing.
Valuation Update With 7 Day Price Move • Mar 07Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to zł3.15, the stock trades at a trailing P/E ratio of 2.3x. Average trailing P/E is 9x in the Construction industry in Poland. Total returns to shareholders of 184% over the past three years.
分析記事 • Feb 24Here's Why I Think Mirbud (WSE:MRB) Is An Interesting StockLike a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...
Valuation Update With 7 Day Price Move • Jan 24Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to zł3.93, the stock trades at a trailing P/E ratio of 2.9x. Average trailing P/E is 9x in the Construction industry in Poland. Total returns to shareholders of 282% over the past three years.
分析記事 • Jan 12Does Mirbud (WSE:MRB) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Dec 02Third quarter 2021 earnings: Revenues in line with analyst expectationsThird quarter 2021 results: Revenue: zł774.6m (up 134% from 3Q 2020). Net income: zł42.7m (up 171% from 3Q 2020). Profit margin: 5.5% (up from 4.8% in 3Q 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has increased by 62% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Sep 20Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to zł3.78, the stock trades at a trailing P/E ratio of 3.6x. Average trailing P/E is 10x in the Construction industry in Poland. Total returns to shareholders of 274% over the past three years.
Reported Earnings • Sep 01Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł574.2m (up 137% from 2Q 2020). Net income: zł22.2m (up 445% from 2Q 2020). Profit margin: 3.9% (up from 1.7% 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 36% per year but the company’s share price has increased by 61% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jun 26Mirbud (WSE:MRB) Is Increasing Its Dividend To zł0.06The board of Mirbud S.A. ( WSE:MRB ) has announced that it will be increasing its dividend on the 16th of August to...
Upcoming Dividend • Jun 23Upcoming dividend of zł0.06 per shareEligible shareholders must have bought the stock before 30 June 2021. Payment date: 16 August 2021. Trailing yield: 1.3%. Lower than top quartile of Polish dividend payers (5.9%). Lower than average of industry peers (3.5%).
Reported Earnings • Jun 01First quarter 2021 earnings releasedThe company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: zł298.3m (up 55% from 1Q 2020). Net income: zł27.5m (up 316% from 1Q 2020). Profit margin: 9.2% (up from 3.4% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 67% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • May 27Here's Why I Think Mirbud (WSE:MRB) Is An Interesting StockIt's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...
Reported Earnings • Apr 30Full year 2020 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: zł1.24b (up 31% from FY 2019). Net income: zł58.2m (up 107% from FY 2019). Profit margin: 4.7% (up from 3.0% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 58% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł5.13, the stock trades at a trailing P/E ratio of 13.4x. Average trailing P/E is 9x in the Construction industry in Poland. Total returns to shareholders of 303% over the past three years.
分析記事 • Mar 17Imagine Holding Mirbud (WSE:MRB) Shares While The Price Zoomed 417% HigherWhile stock picking isn't easy, for those willing to persist and learn, it is possible to buy shares in great...
分析記事 • Feb 27Is Mirbud (WSE:MRB) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Is New 90 Day High Low • Feb 10New 90-day high: zł4.54The company is up 94% from its price of zł2.34 on 12 November 2020. The Polish market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 35% over the same period.
お知らせ • Jan 28Mirbud and Unit Kobylarnia in Consortium with Peer Budpol Inks a ContractMirbud and unit Kobylarnia in consortium with peer Budpol inked a PLN 258.7 million gross deal with state road authority GDDKiA to build a section of the A18 highway. Mirbud has 25 months to complete the task.
分析記事 • Jan 25Is Mirbud S.A.'s (WSE:MRB) Shareholder Ownership Skewed Towards Insiders?Every investor in Mirbud S.A. ( WSE:MRB ) should be aware of the most powerful shareholder groups. Large companies...
Is New 90 Day High Low • Jan 14New 90-day high: zł4.39The company is up 104% from its price of zł2.15 on 16 October 2020. The Polish market is up 20% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 30% over the same period.
お知らせ • Jan 13+ 2 more updatesMirbud S.A. to Report Q3, 2021 Results on Nov 29, 2021Mirbud S.A. announced that they will report Q3, 2021 results on Nov 29, 2021
分析記事 • Jan 08Is Mirbud S.A.'s (WSE:MRB) Recent Stock Performance Influenced By Its Fundamentals In Any Way?Most readers would already be aware that Mirbud's (WSE:MRB) stock increased significantly by 81% over the past three...
Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł3.92, the stock is trading at a trailing P/E ratio of 10.2x, up from the previous P/E ratio of 8.8x. This compares to an average P/E of 8x in the Construction industry in Poland. Total returns to shareholders over the past three years are 231%.
Is New 90 Day High Low • Dec 29New 90-day high: zł3.38The company is up 39% from its price of zł2.43 on 30 September 2020. The Polish market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 19% over the same period.
分析記事 • Dec 18Mirbud (WSE:MRB) Is Growing Earnings But Are They A Good Guide?Statistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. Having said that...
Valuation Update With 7 Day Price Move • Dec 07Market bids up stock over the past weekAfter last week's 16% share price gain to zł3.17, the stock is trading at a trailing P/E ratio of 8.3x, up from the previous P/E ratio of 7.2x. This compares to an average P/E of 7x in the Construction industry in Poland. Total returns to shareholders over the past three years are 172%.
分析記事 • Nov 27Is Mirbud (WSE:MRB) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Is New 90 Day High Low • Nov 26New 90-day high: zł2.65The company is up 37% from its price of zł1.93 on 28 August 2020. The Polish market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 7.0% over the same period.
Valuation Update With 7 Day Price Move • Nov 12Market bids up stock over the past weekAfter last week's 19% share price gain to zł2.34, the stock is trading at a trailing P/E ratio of 7.8x, up from the previous P/E ratio of 6.5x. This compares to an average P/E of 7x in the Construction industry in Poland. Total returns to shareholders over the past three years are 103%.
Valuation Update With 7 Day Price Move • Nov 06Market bids up stock over the past weekAfter last week's 15% share price gain to zł2.03, the stock is trading at a trailing P/E ratio of 6.7x, up from the previous P/E ratio of 5.8x. This compares to an average P/E of 7x in the Construction industry in Poland. Total returns to shareholders over the past three years are 73%.
Valuation Update With 7 Day Price Move • Oct 29Market pulls back on stock over the past weekAfter last week's 16% share price decline to zł1.82, the stock is trading at a trailing P/E ratio of 6x, down from the previous P/E ratio of 7.2x. This compares to an average P/E of 7x in the Construction industry in Poland. Total returns to shareholders over the past three years are 58%.