View ValuationOnde 将来の成長Future 基準チェック /16 Ondeは収益が増加すると予測されています。主要情報n/a収益成長率n/aEPS成長率Construction 収益成長12.2%収益成長率16.4%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13 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 updates分析記事 • May 20Onde's (WSE:OND) Solid Profits Have Weak FundamentalsOnde S.A. ( WSE:OND ) announced strong profits, but the stock was stagnant. Our analysis suggests that shareholders...Reported Earnings • May 18First quarter 2026 earnings released: zł0.08 loss per share (vs zł0.10 loss in 1Q 2025)First quarter 2026 results: zł0.08 loss per share (improved from zł0.10 loss in 1Q 2025). Revenue: zł98.8m (down 37% from 1Q 2025). Net loss: zł4.52m (loss narrowed 20% from 1Q 2025). Revenue is forecast to grow 16% 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 3% per year whereas the company’s share price has fallen by 8% per year.Upcoming Dividend • May 11Upcoming dividend of zł0.31 per shareEligible shareholders must have bought the stock before 18 May 2026. Payment date: 22 May 2026. Payout ratio is on the higher end at 89% but the company is not cash flow positive. Trailing yield: 3.4%. Lower than top quartile of Polish dividend payers (7.2%). Lower than average of industry peers (4.3%).お知らせ • Apr 21Onde S.A., Annual General Meeting, May 14, 2026Onde S.A., Annual General Meeting, May 14, 2026, at 15:00 Central European Standard Time.Declared Dividend • Apr 20Dividend of zł0.31 announcedDividend of zł0.31 is the same as last year. Ex-date: 18th May 2026 Payment date: 22nd May 2026 Dividend yield will be 3.3%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is covered by earnings (89% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has not increased over the past 2 years but payments have been stable during that time. Earnings per share declined by 14% over the last 5 years, which if continued should see the payout ratio increase to a potentially unsustainable range.New Risk • Apr 12New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 3.5% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 9.8% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.2% net profit margin).分析記事 • Nov 14Onde's (WSE:OND) Shareholders Have More To Worry About Than Only Soft EarningsDespite Onde S.A.'s ( WSE:OND ) recent earnings report having lackluster headline numbers, the market responded...Reported Earnings • Nov 10Third quarter 2025 earnings released: EPS: zł0.24 (vs zł0.098 in 3Q 2024)Third quarter 2025 results: EPS: zł0.24 (up from zł0.098 in 3Q 2024). Revenue: zł268.4m (up 18% from 3Q 2024). Net income: zł13.1m (up 145% from 3Q 2024). Profit margin: 4.9% (up from 2.3% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 06Onde S.A. to Report Q3, 2025 Results on Nov 06, 2025Onde S.A. announced that they will report Q3, 2025 results on Nov 06, 2025Reported Earnings • Sep 12Second quarter 2025 earnings released: EPS: zł0.19 (vs zł0.03 loss in 2Q 2024)Second quarter 2025 results: EPS: zł0.19 (up from zł0.03 loss in 2Q 2024). Revenue: zł217.1m (up 16% from 2Q 2024). Net income: zł10.6m (up zł12.1m from 2Q 2024). Profit margin: 4.9% (up from net loss in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Aug 21Onde S.A. to Report First Half, 2025 Results on Sep 10, 2025Onde S.A. announced that they will report first half, 2025 results on Sep 10, 2025Upcoming Dividend • May 19Upcoming dividend of zł0.31 per shareEligible shareholders must have bought the stock before 26 May 2025. Payment date: 30 May 2025. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 2.7%. Lower than top quartile of Polish dividend payers (6.9%). Lower than average of industry peers (4.9%).Reported Earnings • May 14First quarter 2025 earnings released: zł0.10 loss per share (vs zł0.32 profit in 1Q 2024)First quarter 2025 results: zł0.10 loss per share (down from zł0.32 profit in 1Q 2024). Revenue: zł155.6m (down 7.4% from 1Q 2024). Net loss: zł5.62m (down 132% from profit in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 5% per year and the company’s share price has also fallen by 5% per year.New Risk • May 14New major risk - Revenue and earnings growthEarnings have declined by 3.4% 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 3.4% per year over the past 5 years. Minor Risk Large one-off items impacting financial results.Declared Dividend • Apr 25Dividend of zł0.31 announcedDividend of zł0.31 is the same as last year. Ex-date: 26th May 2025 Payment date: 30th May 2025 Dividend yield will be 2.9%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (54% earnings payout ratio) and cash flows (43% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. Earnings per share has grown by 13% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Apr 24Onde S.A., Annual General Meeting, May 22, 2025Onde S.A., Annual General Meeting, May 22, 2025.分析記事 • Apr 03Onde's (WSE:OND) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsOnde S.A.'s ( WSE:OND ) recent weak earnings report didn't cause a big stock movement. Our analysis suggests that along...Buy Or Sell Opportunity • Mar 31Now 22% undervaluedOver the last 90 days, the stock has risen 9.2% to zł11.68. The fair value is estimated to be zł14.99, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Earnings per share has declined by 3.7%.Reported Earnings • Mar 28Full year 2024 earnings released: EPS: zł0.56 (vs zł0.61 in FY 2023)Full year 2024 results: EPS: zł0.56 (down from zł0.61 in FY 2023). Revenue: zł803.9m (down 26% from FY 2023). Net income: zł30.3m (down 9.3% from FY 2023). Profit margin: 3.8% (up from 3.1% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.分析記事 • Mar 19Is Onde (WSE:OND) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Buy Or Sell Opportunity • Feb 18Now 22% undervaluedOver the last 90 days, the stock has risen 11% to zł11.10. The fair value is estimated to be zł14.15, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.5% over the last 3 years. Earnings per share has declined by 12%.Buy Or Sell Opportunity • Jan 23Now 20% undervaluedOver the last 90 days, the stock has risen 9.7% to zł11.74. The fair value is estimated to be zł14.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.5% over the last 3 years. Earnings per share has declined by 12%.分析記事 • Jan 19Onde S.A.'s (WSE:OND) 25% Price Boost Is Out Of Tune With EarningsOnde S.A. ( WSE:OND ) shareholders would be excited to see that the share price has had a great month, posting a 25...Valuation Update With 7 Day Price Move • Dec 30Investor sentiment improves as stock rises 17%After last week's 17% share price gain to zł10.70, the stock trades at a trailing P/E ratio of 18.6x. Average trailing P/E is 10x in the Construction industry in Poland. Total loss to shareholders of 32% over the past three years.分析記事 • Dec 14Here's Why Onde (WSE:OND) Can Manage Its Debt ResponsiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Nov 08Third quarter 2024 earnings released: EPS: zł0.10 (vs zł0.20 in 3Q 2023)Third quarter 2024 results: EPS: zł0.10 (down from zł0.20 in 3Q 2023). Revenue: zł227.7m (down 33% from 3Q 2023). Net income: zł5.34m (down 50% from 3Q 2023). Profit margin: 2.3% (down from 3.2% in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 15% per year.New Risk • Sep 18New minor risk - Dividend sustainabilityThe company has a short dividend paying track record. Less than a year of continuous dividend payments. Dividend yield: 2.6% This is considered a minor risk. For dividend focussed investors, companies that have not established a long-term track record of consistently maintaining or growing dividends are less attractive than those companies that have a long track record. Those that have a long track record have proven their underlying business is stable enough to consistently maintain or grow the dividend and that the company considers maintaining the dividend to be one of its priorities. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Short dividend paying track record (less than a year of continuous dividend payments). Large one-off items impacting financial results.分析記事 • Sep 18We Like The Quality Of Onde's (WSE:OND) EarningsOnde S.A.'s ( WSE:OND ) healthy profit numbers didn't contain any surprises for investors. We believe that shareholders...Reported Earnings • Sep 11Second quarter 2024 earnings released: zł0.03 loss per share (vs zł0.32 profit in 2Q 2023)Second quarter 2024 results: zł0.03 loss per share (down from zł0.32 profit in 2Q 2023). Revenue: zł186.7m (down 41% from 2Q 2023). Net loss: zł1.50m (down 109% from profit in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 22% per year.New Risk • Jun 20New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 39% 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. This is currently the only risk that has been identified for the company.お知らせ • May 15Onde S.A. Decides Dividend Payment for the Year 2023Onde S.A. announced the general meeting of the company decided to allocate PLN 16.9 million (EUR 3.96 million) of its 2023 profit to the payment of a dividend, which translates into a PLN 0.31 (EUR 0.07) dividend per share.お知らせ • Apr 19Onde S.A., Annual General Meeting, May 14, 2024Onde S.A., Annual General Meeting, May 14, 2024, at 15:00 Central European Standard Time.お知らせ • Mar 28Onde S.A. Recommends DividendOnde is recommending to the general meeting to allocate PLN 16.9 million (EUR 3.9 million) or PLN 0.31 (EUR 0.07) per share from the 2023 profit to the payment of a dividend.お知らせ • Jan 10+ 3 more updatesOnde S.A. to Report First Half, 2024 Results on Sep 10, 2024Onde S.A. announced that they will report first half, 2024 results on Sep 10, 2024Reported Earnings • Nov 17Third quarter 2023 earnings released: EPS: zł0.20 (vs zł0.02 in 3Q 2022)Third quarter 2023 results: EPS: zł0.20 (up from zł0.02 in 3Q 2022). Revenue: zł338.1m (up 15% from 3Q 2022). Net income: zł10.7m (up zł9.70m from 3Q 2022). Profit margin: 3.2% (up from 0.3% in 3Q 2022). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Oct 16Investor sentiment improves as stock rises 18%After last week's 18% share price gain to zł12.38, the stock trades at a trailing P/E ratio of 36.6x. Average trailing P/E is 12x in the Construction industry in Poland. Total returns to shareholders of 59% over the past year.Reported Earnings • Sep 08Second quarter 2023 earnings released: EPS: zł0.32 (vs zł0.02 in 2Q 2022)Second quarter 2023 results: EPS: zł0.32 (up from zł0.02 in 2Q 2022). Revenue: zł317.9m (down 8.2% from 2Q 2022). Net income: zł17.4m (up zł16.2m from 2Q 2022). Profit margin: 5.5% (up from 0.3% in 2Q 2022). The increase in margin was driven by lower expenses.分析記事 • Jun 22Investors Could Be Concerned With Onde's (WSE:OND) Returns On CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...分析記事 • Feb 14Capital Allocation Trends At Onde (WSE:OND) Aren't IdealFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Valuation Update With 7 Day Price Move • Jan 16Investor sentiment improved over the past weekAfter last week's 33% share price gain to zł13.88, the stock trades at a trailing P/E ratio of 37.5x. Average trailing P/E is 7x in the Construction industry in Poland. Total loss to shareholders of 22% over the past year.お知らせ • Jan 12+ 3 more updatesOnde S.A. to Report First Half, 2023 Results on Sep 06, 2023Onde S.A. announced that they will report first half, 2023 results on Sep 06, 2023Reported Earnings • Nov 09Third quarter 2022 earnings released: EPS: zł0.02 (vs zł0.23 in 3Q 2021)Third quarter 2022 results: EPS: zł0.02 (down from zł0.23 in 3Q 2021). Revenue: zł294.3m (down 14% from 3Q 2021). Net income: zł1.03m (down 91% from 3Q 2021). Profit margin: 0.3% (down from 3.5% in 3Q 2021). The decrease in margin was driven by lower revenue.Valuation Update With 7 Day Price Move • Sep 26Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to zł8.26, the stock trades at a trailing P/E ratio of 14.6x. Average trailing P/E is 7x in the Construction industry in Poland. Total loss to shareholders of 67% over the past year.分析記事 • Sep 07Onde (WSE:OND) Is Looking To Continue Growing Its Returns On CapitalIf 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 • Jul 07Investor sentiment improved over the past weekAfter last week's 20% share price gain to zł12.84, the stock trades at a trailing P/E ratio of 12.2x. Average trailing P/E is 8x in the Construction industry in Poland.分析記事 • May 19Onde (WSE:OND) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfOnde S.A.'s ( WSE:OND ) stock was strong after they reported robust earnings. However, our analysis suggests that...Reported Earnings • May 16First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: zł179.0m (down 22% from 1Q 2021). Net income: zł16.0k (up zł11.9m from 1Q 2021). Profit margin: 0% (up from net loss in 1Q 2021). The move to profitability was driven by lower expenses.Valuation Update With 7 Day Price Move • May 10Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to zł11.96, the stock trades at a trailing P/E ratio of 14.2x. Average trailing P/E is 9x in the Construction industry in Poland.Reported Earnings • Apr 10Full year 2021 earnings released: EPS: zł0.92 (vs zł0.72 in FY 2020)Full year 2021 results: EPS: zł0.92 (up from zł0.72 in FY 2020). Revenue: zł1.22b (up 108% from FY 2020). Net income: zł46.2m (up 41% from FY 2020). Profit margin: 3.8% (down from 5.6% in FY 2020). The decrease in margin was driven by higher expenses.Valuation Update With 7 Day Price Move • Dec 08Investor sentiment improved over the past weekAfter last week's 21% share price gain to zł20.00, the stock trades at a trailing P/E ratio of 24.4x. Average trailing P/E is 10x in the Construction industry in Poland.分析記事 • Dec 07Onde S.A. (WSE:OND) Not Lagging Market On Growth Or PricingOnde S.A.'s ( WSE:OND ) price-to-earnings (or "P/E") ratio of 22.4x might make it look like a strong sell right now...業績と収益の成長予測WSE:OND - 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12/31/20271,091N/AN/AN/A112/31/2026995N/AN/AN/A13/31/202680720-38-30N/A12/31/202586419-15-4N/A9/30/20258632726104N/A6/30/202582219-2649N/A3/31/20257927-766N/A12/31/20248043039109N/A9/30/2024828317780N/A6/30/202493837108112N/A3/31/20241,06956152154N/A12/31/20231,08433139144N/A9/30/20231,11228102102N/A6/30/20231,06818103104N/A3/31/20231,0972-32-29N/A12/31/20221,0937-80-78N/A9/30/20221,10920-41-33N/A6/30/20221,15631-181-173N/A3/31/20221,16758-172-164N/A12/31/20211,21746-142-136N/A9/30/20211,19445-168-165N/A6/30/202199443-27-25N/A3/31/2021750203839N/A12/31/2020586338687N/A12/31/201938114N/A40N/A12/31/20182648N/A-5N/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: ONDの予測収益成長が 貯蓄率 ( 5.5% ) 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: OND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: OND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: ONDの収益 ( 16.4% ) Polish市場 ( 4.7% ) よりも速いペースで成長すると予測されています。高い収益成長: ONDの収益 ( 16.4% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: OND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2026/08/14 20:40終値2026/08/14 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Onde 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
分析記事 • May 20Onde's (WSE:OND) Solid Profits Have Weak FundamentalsOnde S.A. ( WSE:OND ) announced strong profits, but the stock was stagnant. Our analysis suggests that shareholders...
Reported Earnings • May 18First quarter 2026 earnings released: zł0.08 loss per share (vs zł0.10 loss in 1Q 2025)First quarter 2026 results: zł0.08 loss per share (improved from zł0.10 loss in 1Q 2025). Revenue: zł98.8m (down 37% from 1Q 2025). Net loss: zł4.52m (loss narrowed 20% from 1Q 2025). Revenue is forecast to grow 16% 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 3% per year whereas the company’s share price has fallen by 8% per year.
Upcoming Dividend • May 11Upcoming dividend of zł0.31 per shareEligible shareholders must have bought the stock before 18 May 2026. Payment date: 22 May 2026. Payout ratio is on the higher end at 89% but the company is not cash flow positive. Trailing yield: 3.4%. Lower than top quartile of Polish dividend payers (7.2%). Lower than average of industry peers (4.3%).
お知らせ • Apr 21Onde S.A., Annual General Meeting, May 14, 2026Onde S.A., Annual General Meeting, May 14, 2026, at 15:00 Central European Standard Time.
Declared Dividend • Apr 20Dividend of zł0.31 announcedDividend of zł0.31 is the same as last year. Ex-date: 18th May 2026 Payment date: 22nd May 2026 Dividend yield will be 3.3%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is covered by earnings (89% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has not increased over the past 2 years but payments have been stable during that time. Earnings per share declined by 14% over the last 5 years, which if continued should see the payout ratio increase to a potentially unsustainable range.
New Risk • Apr 12New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 3.5% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 9.8% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.2% net profit margin).
分析記事 • Nov 14Onde's (WSE:OND) Shareholders Have More To Worry About Than Only Soft EarningsDespite Onde S.A.'s ( WSE:OND ) recent earnings report having lackluster headline numbers, the market responded...
Reported Earnings • Nov 10Third quarter 2025 earnings released: EPS: zł0.24 (vs zł0.098 in 3Q 2024)Third quarter 2025 results: EPS: zł0.24 (up from zł0.098 in 3Q 2024). Revenue: zł268.4m (up 18% from 3Q 2024). Net income: zł13.1m (up 145% from 3Q 2024). Profit margin: 4.9% (up from 2.3% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 06Onde S.A. to Report Q3, 2025 Results on Nov 06, 2025Onde S.A. announced that they will report Q3, 2025 results on Nov 06, 2025
Reported Earnings • Sep 12Second quarter 2025 earnings released: EPS: zł0.19 (vs zł0.03 loss in 2Q 2024)Second quarter 2025 results: EPS: zł0.19 (up from zł0.03 loss in 2Q 2024). Revenue: zł217.1m (up 16% from 2Q 2024). Net income: zł10.6m (up zł12.1m from 2Q 2024). Profit margin: 4.9% (up from net loss in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Aug 21Onde S.A. to Report First Half, 2025 Results on Sep 10, 2025Onde S.A. announced that they will report first half, 2025 results on Sep 10, 2025
Upcoming Dividend • May 19Upcoming dividend of zł0.31 per shareEligible shareholders must have bought the stock before 26 May 2025. Payment date: 30 May 2025. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 2.7%. Lower than top quartile of Polish dividend payers (6.9%). Lower than average of industry peers (4.9%).
Reported Earnings • May 14First quarter 2025 earnings released: zł0.10 loss per share (vs zł0.32 profit in 1Q 2024)First quarter 2025 results: zł0.10 loss per share (down from zł0.32 profit in 1Q 2024). Revenue: zł155.6m (down 7.4% from 1Q 2024). Net loss: zł5.62m (down 132% from profit in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 5% per year and the company’s share price has also fallen by 5% per year.
New Risk • May 14New major risk - Revenue and earnings growthEarnings have declined by 3.4% 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 3.4% per year over the past 5 years. Minor Risk Large one-off items impacting financial results.
Declared Dividend • Apr 25Dividend of zł0.31 announcedDividend of zł0.31 is the same as last year. Ex-date: 26th May 2025 Payment date: 30th May 2025 Dividend yield will be 2.9%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (54% earnings payout ratio) and cash flows (43% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. Earnings per share has grown by 13% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 24Onde S.A., Annual General Meeting, May 22, 2025Onde S.A., Annual General Meeting, May 22, 2025.
分析記事 • Apr 03Onde's (WSE:OND) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsOnde S.A.'s ( WSE:OND ) recent weak earnings report didn't cause a big stock movement. Our analysis suggests that along...
Buy Or Sell Opportunity • Mar 31Now 22% undervaluedOver the last 90 days, the stock has risen 9.2% to zł11.68. The fair value is estimated to be zł14.99, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Earnings per share has declined by 3.7%.
Reported Earnings • Mar 28Full year 2024 earnings released: EPS: zł0.56 (vs zł0.61 in FY 2023)Full year 2024 results: EPS: zł0.56 (down from zł0.61 in FY 2023). Revenue: zł803.9m (down 26% from FY 2023). Net income: zł30.3m (down 9.3% from FY 2023). Profit margin: 3.8% (up from 3.1% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.
分析記事 • Mar 19Is Onde (WSE:OND) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Buy Or Sell Opportunity • Feb 18Now 22% undervaluedOver the last 90 days, the stock has risen 11% to zł11.10. The fair value is estimated to be zł14.15, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.5% over the last 3 years. Earnings per share has declined by 12%.
Buy Or Sell Opportunity • Jan 23Now 20% undervaluedOver the last 90 days, the stock has risen 9.7% to zł11.74. The fair value is estimated to be zł14.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.5% over the last 3 years. Earnings per share has declined by 12%.
分析記事 • Jan 19Onde S.A.'s (WSE:OND) 25% Price Boost Is Out Of Tune With EarningsOnde S.A. ( WSE:OND ) shareholders would be excited to see that the share price has had a great month, posting a 25...
Valuation Update With 7 Day Price Move • Dec 30Investor sentiment improves as stock rises 17%After last week's 17% share price gain to zł10.70, the stock trades at a trailing P/E ratio of 18.6x. Average trailing P/E is 10x in the Construction industry in Poland. Total loss to shareholders of 32% over the past three years.
分析記事 • Dec 14Here's Why Onde (WSE:OND) Can Manage Its Debt ResponsiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Nov 08Third quarter 2024 earnings released: EPS: zł0.10 (vs zł0.20 in 3Q 2023)Third quarter 2024 results: EPS: zł0.10 (down from zł0.20 in 3Q 2023). Revenue: zł227.7m (down 33% from 3Q 2023). Net income: zł5.34m (down 50% from 3Q 2023). Profit margin: 2.3% (down from 3.2% in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 15% per year.
New Risk • Sep 18New minor risk - Dividend sustainabilityThe company has a short dividend paying track record. Less than a year of continuous dividend payments. Dividend yield: 2.6% This is considered a minor risk. For dividend focussed investors, companies that have not established a long-term track record of consistently maintaining or growing dividends are less attractive than those companies that have a long track record. Those that have a long track record have proven their underlying business is stable enough to consistently maintain or grow the dividend and that the company considers maintaining the dividend to be one of its priorities. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Short dividend paying track record (less than a year of continuous dividend payments). Large one-off items impacting financial results.
分析記事 • Sep 18We Like The Quality Of Onde's (WSE:OND) EarningsOnde S.A.'s ( WSE:OND ) healthy profit numbers didn't contain any surprises for investors. We believe that shareholders...
Reported Earnings • Sep 11Second quarter 2024 earnings released: zł0.03 loss per share (vs zł0.32 profit in 2Q 2023)Second quarter 2024 results: zł0.03 loss per share (down from zł0.32 profit in 2Q 2023). Revenue: zł186.7m (down 41% from 2Q 2023). Net loss: zł1.50m (down 109% from profit in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 22% per year.
New Risk • Jun 20New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 39% 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. This is currently the only risk that has been identified for the company.
お知らせ • May 15Onde S.A. Decides Dividend Payment for the Year 2023Onde S.A. announced the general meeting of the company decided to allocate PLN 16.9 million (EUR 3.96 million) of its 2023 profit to the payment of a dividend, which translates into a PLN 0.31 (EUR 0.07) dividend per share.
お知らせ • Apr 19Onde S.A., Annual General Meeting, May 14, 2024Onde S.A., Annual General Meeting, May 14, 2024, at 15:00 Central European Standard Time.
お知らせ • Mar 28Onde S.A. Recommends DividendOnde is recommending to the general meeting to allocate PLN 16.9 million (EUR 3.9 million) or PLN 0.31 (EUR 0.07) per share from the 2023 profit to the payment of a dividend.
お知らせ • Jan 10+ 3 more updatesOnde S.A. to Report First Half, 2024 Results on Sep 10, 2024Onde S.A. announced that they will report first half, 2024 results on Sep 10, 2024
Reported Earnings • Nov 17Third quarter 2023 earnings released: EPS: zł0.20 (vs zł0.02 in 3Q 2022)Third quarter 2023 results: EPS: zł0.20 (up from zł0.02 in 3Q 2022). Revenue: zł338.1m (up 15% from 3Q 2022). Net income: zł10.7m (up zł9.70m from 3Q 2022). Profit margin: 3.2% (up from 0.3% in 3Q 2022). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Oct 16Investor sentiment improves as stock rises 18%After last week's 18% share price gain to zł12.38, the stock trades at a trailing P/E ratio of 36.6x. Average trailing P/E is 12x in the Construction industry in Poland. Total returns to shareholders of 59% over the past year.
Reported Earnings • Sep 08Second quarter 2023 earnings released: EPS: zł0.32 (vs zł0.02 in 2Q 2022)Second quarter 2023 results: EPS: zł0.32 (up from zł0.02 in 2Q 2022). Revenue: zł317.9m (down 8.2% from 2Q 2022). Net income: zł17.4m (up zł16.2m from 2Q 2022). Profit margin: 5.5% (up from 0.3% in 2Q 2022). The increase in margin was driven by lower expenses.
分析記事 • Jun 22Investors Could Be Concerned With Onde's (WSE:OND) Returns On CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...
分析記事 • Feb 14Capital Allocation Trends At Onde (WSE:OND) Aren't IdealFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Valuation Update With 7 Day Price Move • Jan 16Investor sentiment improved over the past weekAfter last week's 33% share price gain to zł13.88, the stock trades at a trailing P/E ratio of 37.5x. Average trailing P/E is 7x in the Construction industry in Poland. Total loss to shareholders of 22% over the past year.
お知らせ • Jan 12+ 3 more updatesOnde S.A. to Report First Half, 2023 Results on Sep 06, 2023Onde S.A. announced that they will report first half, 2023 results on Sep 06, 2023
Reported Earnings • Nov 09Third quarter 2022 earnings released: EPS: zł0.02 (vs zł0.23 in 3Q 2021)Third quarter 2022 results: EPS: zł0.02 (down from zł0.23 in 3Q 2021). Revenue: zł294.3m (down 14% from 3Q 2021). Net income: zł1.03m (down 91% from 3Q 2021). Profit margin: 0.3% (down from 3.5% in 3Q 2021). The decrease in margin was driven by lower revenue.
Valuation Update With 7 Day Price Move • Sep 26Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to zł8.26, the stock trades at a trailing P/E ratio of 14.6x. Average trailing P/E is 7x in the Construction industry in Poland. Total loss to shareholders of 67% over the past year.
分析記事 • Sep 07Onde (WSE:OND) Is Looking To Continue Growing Its Returns On CapitalIf 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 • Jul 07Investor sentiment improved over the past weekAfter last week's 20% share price gain to zł12.84, the stock trades at a trailing P/E ratio of 12.2x. Average trailing P/E is 8x in the Construction industry in Poland.
分析記事 • May 19Onde (WSE:OND) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfOnde S.A.'s ( WSE:OND ) stock was strong after they reported robust earnings. However, our analysis suggests that...
Reported Earnings • May 16First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: zł179.0m (down 22% from 1Q 2021). Net income: zł16.0k (up zł11.9m from 1Q 2021). Profit margin: 0% (up from net loss in 1Q 2021). The move to profitability was driven by lower expenses.
Valuation Update With 7 Day Price Move • May 10Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to zł11.96, the stock trades at a trailing P/E ratio of 14.2x. Average trailing P/E is 9x in the Construction industry in Poland.
Reported Earnings • Apr 10Full year 2021 earnings released: EPS: zł0.92 (vs zł0.72 in FY 2020)Full year 2021 results: EPS: zł0.92 (up from zł0.72 in FY 2020). Revenue: zł1.22b (up 108% from FY 2020). Net income: zł46.2m (up 41% from FY 2020). Profit margin: 3.8% (down from 5.6% in FY 2020). The decrease in margin was driven by higher expenses.
Valuation Update With 7 Day Price Move • Dec 08Investor sentiment improved over the past weekAfter last week's 21% share price gain to zł20.00, the stock trades at a trailing P/E ratio of 24.4x. Average trailing P/E is 10x in the Construction industry in Poland.
分析記事 • Dec 07Onde S.A. (WSE:OND) Not Lagging Market On Growth Or PricingOnde S.A.'s ( WSE:OND ) price-to-earnings (or "P/E") ratio of 22.4x might make it look like a strong sell right now...