View Future GrowthBenefit Systems 過去の業績過去 基準チェック /66Benefit Systemsは、平均年間51.6%の収益成長を遂げていますが、 Professional Services業界の収益は、年間 成長しています。収益は、平均年間9.1% 32.4%収益成長率で 成長しています。 Benefit Systemsの自己資本利益率は28%であり、純利益率は15%です。主要情報51.63%収益成長率50.67%EPS成長率Professional Services 業界の成長23.49%収益成長率32.35%株主資本利益率27.99%ネット・マージン15.01%次回の業績アップデート20 Aug 2026最近の業績更新Reported Earnings • May 18First quarter 2026 earnings released: EPS: zł69.68 (vs zł18.99 in 1Q 2025)First quarter 2026 results: EPS: zł69.68 (up from zł18.99 in 1Q 2025). Revenue: zł1.38b (up 45% from 1Q 2025). Net income: zł229.6m (up 305% from 1Q 2025). Profit margin: 17% (up from 6.0% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Mar 28Benefit Systems (WSE:BFT) Strong Profits May Be Masking Some Underlying IssuesThe stock price didn't jump after Benefit Systems S.A. ( WSE:BFT ) posted decent earnings last week. Our analysis...Reported Earnings • Mar 25Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: zł180 (up from zł152 in FY 2024). Revenue: zł4.52b (up 33% from FY 2024). Net income: zł570.9m (up 27% from FY 2024). Profit margin: 13% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 9.0%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 30Benefit Systems S.A. to Report Fiscal Year 2025 Results on Mar 20, 2026Benefit Systems S.A. announced that they will report fiscal year 2025 results on Mar 20, 2026Reported Earnings • Nov 16Third quarter 2025 earnings released: EPS: zł64.69 (vs zł45.33 in 3Q 2024)Third quarter 2025 results: EPS: zł64.69 (up from zł45.33 in 3Q 2024). Revenue: zł1.18b (up 42% from 3Q 2024). Net income: zł211.9m (up 58% from 3Q 2024). Profit margin: 18% (up from 16% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has increased by 68% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Aug 30Benefit Systems' (WSE:BFT) Anemic Earnings Might Be Worse Than You ThinkThe subdued market reaction suggests that Benefit Systems S.A.'s ( WSE:BFT ) recent earnings didn't contain any...すべての更新を表示Recent updatesお知らせ • May 18Benefit Systems S.A., Annual General Meeting, Jun 10, 2026Benefit Systems S.A., Annual General Meeting, Jun 10, 2026, at 11:00 Central European Standard Time.Reported Earnings • May 18First quarter 2026 earnings released: EPS: zł69.68 (vs zł18.99 in 1Q 2025)First quarter 2026 results: EPS: zł69.68 (up from zł18.99 in 1Q 2025). Revenue: zł1.38b (up 45% from 1Q 2025). Net income: zł229.6m (up 305% from 1Q 2025). Profit margin: 17% (up from 6.0% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 14Benefit Systems S.A. announces Annual dividend, payable on September 25, 2026Benefit Systems S.A. announced Annual dividend of PLN 100.0000 per share payable on September 25, 2026, ex-date on September 04, 2026 and record date on September 07, 2026.分析記事 • Mar 28Benefit Systems (WSE:BFT) Strong Profits May Be Masking Some Underlying IssuesThe stock price didn't jump after Benefit Systems S.A. ( WSE:BFT ) posted decent earnings last week. Our analysis...Reported Earnings • Mar 25Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: zł180 (up from zł152 in FY 2024). Revenue: zł4.52b (up 33% from FY 2024). Net income: zł570.9m (up 27% from FY 2024). Profit margin: 13% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 9.0%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Feb 04Price target increased by 10.0% to zł4,378Up from zł3,982, the current price target is an average from 5 analysts. New target price is 12% above last closing price of zł3,905. Stock is up 35% over the past year. The company is forecast to post earnings per share of zł198 for next year compared to zł152 last year.お知らせ • Jan 30Benefit Systems S.A. to Report Fiscal Year 2025 Results on Mar 20, 2026Benefit Systems S.A. announced that they will report fiscal year 2025 results on Mar 20, 2026分析記事 • Jan 04Benefit Systems S.A.'s (WSE:BFT) Earnings Haven't Escaped The Attention Of InvestorsWhen close to half the companies in Poland have price-to-earnings ratios (or "P/E's") below 12x, you may consider...分析記事 • Dec 19These 4 Measures Indicate That Benefit Systems (WSE:BFT) Is Using Debt Reasonably WellWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Reported Earnings • Nov 16Third quarter 2025 earnings released: EPS: zł64.69 (vs zł45.33 in 3Q 2024)Third quarter 2025 results: EPS: zł64.69 (up from zł45.33 in 3Q 2024). Revenue: zł1.18b (up 42% from 3Q 2024). Net income: zł211.9m (up 58% from 3Q 2024). Profit margin: 18% (up from 16% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has increased by 68% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Nov 10Is It Time To Consider Buying Benefit Systems S.A. (WSE:BFT)?While Benefit Systems S.A. ( WSE:BFT ) might not have the largest market cap around , it received a lot of attention...分析記事 • Sep 17We Think Benefit Systems (WSE:BFT) Can Stay On Top Of Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Aug 30Benefit Systems' (WSE:BFT) Anemic Earnings Might Be Worse Than You ThinkThe subdued market reaction suggests that Benefit Systems S.A.'s ( WSE:BFT ) recent earnings didn't contain any...Reported Earnings • Aug 25Second quarter 2025 earnings released: EPS: zł46.43 (vs zł36.86 in 2Q 2024)Second quarter 2025 results: EPS: zł46.43 (up from zł36.86 in 2Q 2024). Revenue: zł1.09b (up 30% from 2Q 2024). Net income: zł142.9m (up 31% from 2Q 2024). Profit margin: 13% (in line with 2Q 2024). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has increased by 74% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Aug 23Benefit Systems S.A. (WSE:BFT) Not Lagging Market On Growth Or PricingBenefit Systems S.A.'s ( WSE:BFT ) price-to-earnings (or "P/E") ratio of 24.1x might make it look like a strong sell...分析記事 • Jul 24What Does Benefit Systems S.A.'s (WSE:BFT) Share Price Indicate?Benefit Systems S.A. ( WSE:BFT ), might not be a large cap stock, but it saw a double-digit share price rise of over...分析記事 • May 30zł3,648 - That's What Analysts Think Benefit Systems S.A. (WSE:BFT) Is Worth After These ResultsBenefit Systems S.A. ( WSE:BFT ) shareholders are probably feeling a little disappointed, since its shares fell 8.4% to...Reported Earnings • May 28First quarter 2025 earnings released: EPS: zł18.98 (vs zł31.21 in 1Q 2024)First quarter 2025 results: EPS: zł18.98 (down from zł31.21 in 1Q 2024). Revenue: zł952.0m (up 19% from 1Q 2024). Net income: zł56.7m (down 38% from 1Q 2024). Profit margin: 6.0% (down from 12% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has increased by 81% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 23Benefit Systems S.A., Annual General Meeting, Jun 17, 2025Benefit Systems S.A., Annual General Meeting, Jun 17, 2025.Reported Earnings • Apr 09Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: zł152 (up from zł150 in FY 2023). Revenue: zł3.40b (up 23% from FY 2023). Net income: zł449.6m (up 2.3% from FY 2023). Profit margin: 13% (down from 16% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.7%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 62% per year, which means it is significantly lagging earnings growth.分析記事 • Apr 08Getting In Cheap On Benefit Systems S.A. (WSE:BFT) Might Be DifficultWhen close to half the companies in Poland have price-to-earnings ratios (or "P/E's") below 11x, you may consider...分析記事 • Feb 27With EPS Growth And More, Benefit Systems (WSE:BFT) Makes An Interesting CaseThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...分析記事 • Jan 27Should You Investigate Benefit Systems S.A. (WSE:BFT) At zł2,945?Benefit Systems S.A. ( WSE:BFT ), is not the largest company out there, but it led the WSE gainers with a relatively...お知らせ • Jan 17+ 3 more updatesBenefit Systems S.A. to Report First Half, 2025 Results on Aug 22, 2025Benefit Systems S.A. announced that they will report first half, 2025 results on Aug 22, 2025分析記事 • Jan 08Investors Should Be Encouraged By Benefit Systems' (WSE:BFT) 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...分析記事 • Nov 23Benefit Systems' (WSE:BFT) Earnings Offer More Than Meets The EyeBenefit Systems S.A. ( WSE:BFT ) announced a healthy earnings result recently, and the market rewarded it with a strong...Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: zł45.30 (vs zł39.33 in 3Q 2023)Third quarter 2024 results: EPS: zł45.30 (up from zł39.33 in 3Q 2023). Revenue: zł835.9m (up 21% from 3Q 2023). Net income: zł134.0m (up 16% from 3Q 2023). Profit margin: 16% (in line with 3Q 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 50% per year, which means it is significantly lagging earnings growth.分析記事 • Oct 23Getting In Cheap On Benefit Systems S.A. (WSE:BFT) Is UnlikelyBenefit Systems S.A.'s ( WSE:BFT ) price-to-earnings (or "P/E") ratio of 16.2x might make it look like a sell right now...分析記事 • Sep 26Benefit Systems (WSE:BFT) Has A Rock Solid Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Sep 11At zł2,475, Is It Time To Put Benefit Systems S.A. (WSE:BFT) On Your Watch List?While Benefit Systems S.A. ( WSE:BFT ) might not have the largest market cap around , it received a lot of attention...Upcoming Dividend • Sep 06Upcoming dividend of zł135 per shareEligible shareholders must have bought the stock before 13 September 2024. Payment date: 25 November 2024. Payout ratio is on the higher end at 87%, however this is supported by cash flows. Trailing yield: 5.2%. Lower than top quartile of Polish dividend payers (7.8%). In line with average of industry peers (4.8%).分析記事 • Aug 29Benefit Systems (WSE:BFT) Is Increasing Its Dividend To PLN135.00The board of Benefit Systems S.A. ( WSE:BFT ) has announced that it will be paying its dividend of PLN135.00 on the...お知らせ • Aug 22Benefit Systems S.A. Provides Earnings Guidance for the Full Year 2024Benefit Systems S.A. provided earnings guidance for the full year 2024. For the year, the company expects a year-on-year increase in operating profitability (excluding incentive programme costs).Reported Earnings • Aug 22Second quarter 2024 earnings released: EPS: zł36.82 (vs zł44.13 in 2Q 2023)Second quarter 2024 results: EPS: zł36.82 (down from zł44.13 in 2Q 2023). Revenue: zł844.8m (up 21% from 2Q 2023). Net income: zł108.9m (down 16% from 2Q 2023). Profit margin: 13% (down from 19% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has only increased by 51% per year, which means it is significantly lagging earnings growth.分析記事 • Aug 15Benefit Systems' (WSE:BFT) Shareholders Will Receive A Bigger Dividend Than Last YearBenefit Systems S.A. ( WSE:BFT ) has announced that it will be increasing its dividend from last year's comparable...お知らせ • Aug 15Benefit Systems S.A. (WSE:BFT) agreed to acquire ARTIS Welness Club.Benefit Systems S.A. (WSE:BFT) agreed to acquire ARTIS Welness Club on August 14, 2024. The transaction is subject to approval of merger agreement by target board, approval of offer by acquirer shareholders, approval of offer by acquirer board and approval of offer by target shareholders.分析記事 • Aug 07Under The Bonnet, Benefit Systems' (WSE:BFT) Returns Look ImpressiveFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...分析記事 • Jul 22Benefit Systems' (WSE:BFT) Shareholders Will Receive A Bigger Dividend Than Last YearBenefit Systems S.A.'s ( WSE:BFT ) dividend will be increasing from last year's payment of the same period to PLN135.00...分析記事 • Jul 03Here's Why Benefit Systems (WSE:BFT) Has Caught The Eye Of InvestorsFor 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 15Are Investors Undervaluing Benefit Systems S.A. (WSE:BFT) By 41%?Key Insights Benefit Systems' estimated fair value is zł4,720 based on 2 Stage Free Cash Flow to Equity Benefit Systems...お知らせ • May 31Benefit Systems S.A., Annual General Meeting, Jun 28, 2024Benefit Systems S.A., Annual General Meeting, Jun 28, 2024, at 11:00 Central European Standard Time.Declared Dividend • May 30Dividend of zł135 announcedShareholders will receive a dividend of zł135. Ex-date: 13th September 2024 Payment date: 25th November 2024 Dividend yield will be 4.7%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • May 22Benefit Systems (WSE:BFT) Has A Rock Solid Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • May 17First quarter 2024 earnings released: EPS: zł31.20 (vs zł17.85 in 1Q 2023)First quarter 2024 results: EPS: zł31.20 (up from zł17.85 in 1Q 2023). Revenue: zł801.1m (up 28% from 1Q 2023). Net income: zł92.1m (up 76% from 1Q 2023). Profit margin: 12% (up from 8.4% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 113% per year but the company’s share price has only increased by 43% per year, which means it is significantly lagging earnings growth.分析記事 • May 08Pinning Down Benefit Systems S.A.'s (WSE:BFT) P/E Is Difficult Right NowWhen close to half the companies in Poland have price-to-earnings ratios (or "P/E's") below 12x, you may consider...お知らせ • May 01Benefit Systems S.A. to Report First Half, 2024 Results on Aug 21, 2024Benefit Systems S.A. announced that they will report first half, 2024 results on Aug 21, 2024Price Target Changed • Apr 28Price target increased by 14% to zł3,125Up from zł2,750, the current price target is an average from 4 analysts. New target price is 14% above last closing price of zł2,730. Stock is up 132% over the past year. The company is forecast to post earnings per share of zł155 for next year compared to zł150 last year.Major Estimate Revision • Apr 16Consensus EPS estimates increase by 27%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from zł135 to zł171. Revenue forecast steady at zł3.40b. Net income forecast to grow 7.7% next year vs 21% growth forecast for Professional Services industry in Poland. Consensus price target up from zł2,750 to zł2,925. Share price was steady at zł2,780 over the past week.分析記事 • Apr 09The Trend Of High Returns At Benefit Systems (WSE:BFT) Has Us Very InterestedIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...分析記事 • Mar 28Statutory Profit Doesn't Reflect How Good Benefit Systems' (WSE:BFT) Earnings AreThe subdued stock price reaction suggests that Benefit Systems S.A.'s ( WSE:BFT ) strong earnings didn't offer any...Reported Earnings • Mar 24Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: zł149 (up from zł47.08 in FY 2022). Revenue: zł2.77b (up 45% from FY 2022). Net income: zł439.6m (up 218% from FY 2022). Profit margin: 16% (up from 7.2% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 8.1%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 118% per year but the company’s share price has only increased by 55% per year, which means it is significantly lagging earnings growth.Price Target Changed • Mar 21Price target increased by 11% to zł2,646Up from zł2,375, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of zł2,670. Stock is up 129% over the past year. The company is forecast to post earnings per share of zł138 for next year compared to zł47.08 last year.分析記事 • Mar 02If EPS Growth Is Important To You, Benefit Systems (WSE:BFT) Presents An OpportunityIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...分析記事 • Feb 16Is Now The Time To Look At Buying Benefit Systems S.A. (WSE:BFT)?Benefit Systems S.A. ( WSE:BFT ), is not the largest company out there, but it led the WSE gainers with a relatively...分析記事 • Feb 04Is Benefit Systems (WSE:BFT) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Jan 12Benefit Systems S.A. to Report Fiscal Year 2023 Results on Apr 30, 2024Benefit Systems S.A. announced that they will report fiscal year 2023 results on Apr 30, 2024お知らせ • Jan 10+ 2 more updatesBenefit Systems S.A. to Report Q3, 2024 Results on Nov 15, 2024Benefit Systems S.A. announced that they will report Q3, 2024 results on Nov 15, 2024分析記事 • Dec 29Earnings Not Telling The Story For Benefit Systems S.A. (WSE:BFT)When close to half the companies in Poland have price-to-earnings ratios (or "P/E's") below 12x, you may consider...分析記事 • Dec 13Are Investors Undervaluing Benefit Systems S.A. (WSE:BFT) By 35%?Key Insights The projected fair value for Benefit Systems is zł3,130 based on 2 Stage Free Cash Flow to Equity Current...分析記事 • Nov 29Benefit Systems (WSE:BFT) Knows How To Allocate Capital EffectivelyWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Reported Earnings • Nov 16Third quarter 2023 earnings released: EPS: zł39.32 (vs zł11.73 in 3Q 2022)Third quarter 2023 results: EPS: zł39.32 (up from zł11.73 in 3Q 2022). Revenue: zł693.9m (up 43% from 3Q 2022). Net income: zł115.4m (up 235% from 3Q 2022). Profit margin: 17% (up from 7.1% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 115% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.分析記事 • Nov 06If EPS Growth Is Important To You, Benefit Systems (WSE:BFT) Presents An OpportunityInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...お知らせ • Oct 20Benefit Systems Intends to Merge with FocuslyActing on the basis of Art. 504 §1 of the Polish Commercial Companies Code (hereinafter, the "CCC") in conjunction with Article 402 §2 of the CCC and Article 402 §1 of the CCC, the Management Board of Benefit Systems S.A. (WSE:BFT) with its registered seat in Warsaw (the "Issuer" or the "Company"), hereby for the first time announced the intention to merge the Issuer (as the acquiring company) with Focusly sp. z o.o. with its registered seat in Warsaw (the "Target Company"). The merger plan, agreed upon by the merging companies on 13 October 2023. In the coming weeks, the Company will convene an Extraordinary General Meeting of the Company, during which a resolution on the merger of the Issuer and the Target Company will be adopted.Upcoming Dividend • Sep 07Upcoming dividend of zł41.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 14 September 2023. Payment date: 29 September 2023. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Polish dividend payers (7.7%). Lower than average of industry peers (2.7%).分析記事 • Sep 03Is It Too Late To Consider Buying Benefit Systems S.A. (WSE:BFT)?Benefit Systems S.A. ( WSE:BFT ), might not be a large cap stock, but it led the WSE gainers with a relatively large...お知らせ • Aug 24Benefit Systems S.A. Appoints Marcin Fojudzki as Member of the Management Board, Effective from September 6, 2023The supervisory board of Benefit Systems passed a resolution to appoint Marcin Fojudzki as the new member of the management board of the company, effective from September 6. His experience includes senior positions related to finance at Eurocash Group, among others.Reported Earnings • Aug 18Second quarter 2023 earnings released: EPS: zł44.14 (vs zł10.77 in 2Q 2022)Second quarter 2023 results: EPS: zł44.14 (up from zł10.77 in 2Q 2022). Revenue: zł697.5m (up 52% from 2Q 2022). Net income: zł129.5m (up 310% from 2Q 2022). Profit margin: 19% (up from 6.9% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.分析記事 • Aug 18Benefit Systems (WSE:BFT) Has A Rock Solid Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Buying Opportunity • Jul 25Now 23% undervaluedOver the last 90 days, the stock is up 51%. The fair value is estimated to be zł2,229, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 62%. Revenue is forecast to grow by 56% in 2 years. Earnings is forecast to grow by 74% in the next 2 years.分析記事 • Jul 25Returns On Capital At Benefit Systems (WSE:BFT) Paint A Concerning PictureWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? One...分析記事 • Jun 23A Look At The Intrinsic Value Of Benefit Systems S.A. (WSE:BFT)Key Insights Using the 2 Stage Free Cash Flow to Equity, Benefit Systems fair value estimate is zł1,645 With zł1,535...New Risk • Jun 12New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.8% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.分析記事 • Jun 08We Ran A Stock Scan For Earnings Growth And Benefit Systems (WSE:BFT) Passed With EaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...お知らせ • Jun 04Benefit Systems S.A., Annual General Meeting, Jun 29, 2023Benefit Systems S.A., Annual General Meeting, Jun 29, 2023, at 11:00 Central European Standard Time.Valuation Update With 7 Day Price Move • May 23Investor sentiment improves as stock rises 18%After last week's 18% share price gain to zł1,435, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 15x in the Professional Services industry in Europe. Total returns to shareholders of 89% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł1,660 per share.分析記事 • May 19Should You Think About Buying Benefit Systems S.A. (WSE:BFT) Now?While Benefit Systems S.A. ( WSE:BFT ) might not be the most widely known stock at the moment, it saw a significant...Reported Earnings • Mar 24Full year 2022 earnings released: EPS: zł47.08 (vs zł8.86 loss in FY 2021)Full year 2022 results: EPS: zł47.08 (up from zł8.86 loss in FY 2021). Revenue: zł1.91b (up 100% from FY 2021). Net income: zł138.1m (up zł163.3m from FY 2021). Profit margin: 7.2% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 16% per year and the company’s share price has also increased by 16% per year.Price Target Changed • Mar 08Price target increased by 18% to zł1,002Up from zł849, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of zł974. Stock is up 78% over the past year. The company is forecast to post earnings per share of zł39.34 next year compared to a net loss per share of zł8.86 last year.分析記事 • Mar 08Does Benefit Systems (WSE:BFT) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Valuation Update With 7 Day Price Move • Mar 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to zł974, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 17x in the Professional Services industry in Europe. Total returns to shareholders of 4.7% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł650 per share.分析記事 • Jan 05Capital Allocation Trends At Benefit Systems (WSE:BFT) Aren't IdealIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...お知らせ • Jan 03+ 3 more updatesBenefit Systems S.A. to Report Q3, 2023 Results on Nov 15, 2023Benefit Systems S.A. announced that they will report Q3, 2023 results on Nov 15, 2023Price Target Changed • Nov 16Price target decreased to zł786Down from zł849, the current price target is an average from 3 analysts. New target price is 22% above last closing price of zł646. Stock is down 13% over the past year. The company is forecast to post earnings per share of zł32.40 next year compared to a net loss per share of zł8.86 last year.Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: zł11.72 (vs zł3.55 loss in 3Q 2021)Third quarter 2022 results: EPS: zł11.72 (up from zł3.55 loss in 3Q 2021). Revenue: zł485.4m (up 63% from 3Q 2021). Net income: zł34.4m (up zł44.4m from 3Q 2021). Profit margin: 7.1% (up from net loss in 3Q 2021). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.分析記事 • Sep 20Benefit Systems' (WSE:BFT) Returns On Capital Not Reflecting Well On The BusinessWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...Reported Earnings • Aug 18Second quarter 2022 earnings released: EPS: zł10.78 (vs zł3.70 in 2Q 2021)Second quarter 2022 results: EPS: zł10.78 (up from zł3.70 in 2Q 2021). Revenue: zł459.6m (up 155% from 2Q 2021). Net income: zł31.6m (up 208% from 2Q 2021). Profit margin: 6.9% (up from 5.7% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 21%, compared to a 8.2% growth forecast for the Professional Services industry in Poland. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.Valuation Update With 7 Day Price Move • Jul 21Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł570, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 16x in the Professional Services industry in Europe. Total loss to shareholders of 13% over the past three years.Valuation Update With 7 Day Price Move • Jul 02Investor sentiment improved over the past weekAfter last week's 17% share price gain to zł544, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the Professional Services industry in Europe. Total loss to shareholders of 12% over the past three years.Valuation Update With 7 Day Price Move • Jun 17Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to zł500, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 16x in the Professional Services industry in Europe. Total loss to shareholders of 12% over the past three years.分析記事 • Jun 15Investors Could Be Concerned With Benefit Systems' (WSE:BFT) Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...収支内訳Benefit Systems の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史WSE:BFT 収益、費用、利益 ( )PLN Millions日付収益収益G+A経費研究開発費31 Mar 264,955744829031 Dec 254,523571782030 Sep 254,146526698030 Jun 253,797448637031 Mar 253,548414612031 Dec 243,397450570030 Sep 243,239478525030 Jun 243,097459481031 Mar 242,950479416031 Dec 232,774440379030 Sep 232,579361348030 Jun 232,370280337031 Mar 232,133182311031 Dec 221,909138291030 Sep 221,72598268030 Jun 221,53753247031 Mar 221,25832222031 Dec 21955-25204030 Sep 21749-128183030 Jun 21765-100176031 Mar 21746-151178031 Dec 201,034-100192030 Sep 201,2852227030 Jun 201,34710236031 Mar 201,55991247031 Dec 191,527105246030 Sep 191,432124234030 Jun 191,354125224031 Mar 191,281109218031 Dec 181,209115205030 Sep 181,14792182030 Jun 181,08997168031 Mar 181,02496158031 Dec 1796588146030 Sep 1790297138030 Jun 1784592130031 Mar 1779486118031 Dec 1674481111030 Sep 1670465104030 Jun 166625798031 Mar 166255094031 Dec 155814987030 Sep 155374672030 Jun 1550545680質の高い収益: BFTは 高品質の収益 を持っています。利益率の向上: BFTの現在の純利益率 (15%)は、昨年(11.7%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: BFT過去 5 年間で収益を上げており、収益は年間51.6%増加しています。成長の加速: BFTの過去 1 年間の収益成長率 ( 79.6% ) は、5 年間の平均 ( 年間51.6%を上回っています。収益対業界: BFTの過去 1 年間の収益成長率 ( 79.6% ) はProfessional Services業界17.4%を上回りました。株主資本利益率高いROE: BFTの 自己資本利益率 ( 28% ) は 高い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YCommercial-services 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 11:01終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Benefit Systems S.A. 4 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。11 アナリスト機関Piotr PoniatowskiBiuro maklerskie mBankuPiotr BoguszErste Group Bank AGLukasz JanczakErste Group Bank AG8 その他のアナリストを表示
Reported Earnings • May 18First quarter 2026 earnings released: EPS: zł69.68 (vs zł18.99 in 1Q 2025)First quarter 2026 results: EPS: zł69.68 (up from zł18.99 in 1Q 2025). Revenue: zł1.38b (up 45% from 1Q 2025). Net income: zł229.6m (up 305% from 1Q 2025). Profit margin: 17% (up from 6.0% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Mar 28Benefit Systems (WSE:BFT) Strong Profits May Be Masking Some Underlying IssuesThe stock price didn't jump after Benefit Systems S.A. ( WSE:BFT ) posted decent earnings last week. Our analysis...
Reported Earnings • Mar 25Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: zł180 (up from zł152 in FY 2024). Revenue: zł4.52b (up 33% from FY 2024). Net income: zł570.9m (up 27% from FY 2024). Profit margin: 13% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 9.0%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 30Benefit Systems S.A. to Report Fiscal Year 2025 Results on Mar 20, 2026Benefit Systems S.A. announced that they will report fiscal year 2025 results on Mar 20, 2026
Reported Earnings • Nov 16Third quarter 2025 earnings released: EPS: zł64.69 (vs zł45.33 in 3Q 2024)Third quarter 2025 results: EPS: zł64.69 (up from zł45.33 in 3Q 2024). Revenue: zł1.18b (up 42% from 3Q 2024). Net income: zł211.9m (up 58% from 3Q 2024). Profit margin: 18% (up from 16% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has increased by 68% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Aug 30Benefit Systems' (WSE:BFT) Anemic Earnings Might Be Worse Than You ThinkThe subdued market reaction suggests that Benefit Systems S.A.'s ( WSE:BFT ) recent earnings didn't contain any...
お知らせ • May 18Benefit Systems S.A., Annual General Meeting, Jun 10, 2026Benefit Systems S.A., Annual General Meeting, Jun 10, 2026, at 11:00 Central European Standard Time.
Reported Earnings • May 18First quarter 2026 earnings released: EPS: zł69.68 (vs zł18.99 in 1Q 2025)First quarter 2026 results: EPS: zł69.68 (up from zł18.99 in 1Q 2025). Revenue: zł1.38b (up 45% from 1Q 2025). Net income: zł229.6m (up 305% from 1Q 2025). Profit margin: 17% (up from 6.0% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 14Benefit Systems S.A. announces Annual dividend, payable on September 25, 2026Benefit Systems S.A. announced Annual dividend of PLN 100.0000 per share payable on September 25, 2026, ex-date on September 04, 2026 and record date on September 07, 2026.
分析記事 • Mar 28Benefit Systems (WSE:BFT) Strong Profits May Be Masking Some Underlying IssuesThe stock price didn't jump after Benefit Systems S.A. ( WSE:BFT ) posted decent earnings last week. Our analysis...
Reported Earnings • Mar 25Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: zł180 (up from zł152 in FY 2024). Revenue: zł4.52b (up 33% from FY 2024). Net income: zł570.9m (up 27% from FY 2024). Profit margin: 13% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 9.0%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Feb 04Price target increased by 10.0% to zł4,378Up from zł3,982, the current price target is an average from 5 analysts. New target price is 12% above last closing price of zł3,905. Stock is up 35% over the past year. The company is forecast to post earnings per share of zł198 for next year compared to zł152 last year.
お知らせ • Jan 30Benefit Systems S.A. to Report Fiscal Year 2025 Results on Mar 20, 2026Benefit Systems S.A. announced that they will report fiscal year 2025 results on Mar 20, 2026
分析記事 • Jan 04Benefit Systems S.A.'s (WSE:BFT) Earnings Haven't Escaped The Attention Of InvestorsWhen close to half the companies in Poland have price-to-earnings ratios (or "P/E's") below 12x, you may consider...
分析記事 • Dec 19These 4 Measures Indicate That Benefit Systems (WSE:BFT) Is Using Debt Reasonably WellWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Reported Earnings • Nov 16Third quarter 2025 earnings released: EPS: zł64.69 (vs zł45.33 in 3Q 2024)Third quarter 2025 results: EPS: zł64.69 (up from zł45.33 in 3Q 2024). Revenue: zł1.18b (up 42% from 3Q 2024). Net income: zł211.9m (up 58% from 3Q 2024). Profit margin: 18% (up from 16% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has increased by 68% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Nov 10Is It Time To Consider Buying Benefit Systems S.A. (WSE:BFT)?While Benefit Systems S.A. ( WSE:BFT ) might not have the largest market cap around , it received a lot of attention...
分析記事 • Sep 17We Think Benefit Systems (WSE:BFT) Can Stay On Top Of Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Aug 30Benefit Systems' (WSE:BFT) Anemic Earnings Might Be Worse Than You ThinkThe subdued market reaction suggests that Benefit Systems S.A.'s ( WSE:BFT ) recent earnings didn't contain any...
Reported Earnings • Aug 25Second quarter 2025 earnings released: EPS: zł46.43 (vs zł36.86 in 2Q 2024)Second quarter 2025 results: EPS: zł46.43 (up from zł36.86 in 2Q 2024). Revenue: zł1.09b (up 30% from 2Q 2024). Net income: zł142.9m (up 31% from 2Q 2024). Profit margin: 13% (in line with 2Q 2024). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has increased by 74% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Aug 23Benefit Systems S.A. (WSE:BFT) Not Lagging Market On Growth Or PricingBenefit Systems S.A.'s ( WSE:BFT ) price-to-earnings (or "P/E") ratio of 24.1x might make it look like a strong sell...
分析記事 • Jul 24What Does Benefit Systems S.A.'s (WSE:BFT) Share Price Indicate?Benefit Systems S.A. ( WSE:BFT ), might not be a large cap stock, but it saw a double-digit share price rise of over...
分析記事 • May 30zł3,648 - That's What Analysts Think Benefit Systems S.A. (WSE:BFT) Is Worth After These ResultsBenefit Systems S.A. ( WSE:BFT ) shareholders are probably feeling a little disappointed, since its shares fell 8.4% to...
Reported Earnings • May 28First quarter 2025 earnings released: EPS: zł18.98 (vs zł31.21 in 1Q 2024)First quarter 2025 results: EPS: zł18.98 (down from zł31.21 in 1Q 2024). Revenue: zł952.0m (up 19% from 1Q 2024). Net income: zł56.7m (down 38% from 1Q 2024). Profit margin: 6.0% (down from 12% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has increased by 81% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 23Benefit Systems S.A., Annual General Meeting, Jun 17, 2025Benefit Systems S.A., Annual General Meeting, Jun 17, 2025.
Reported Earnings • Apr 09Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: zł152 (up from zł150 in FY 2023). Revenue: zł3.40b (up 23% from FY 2023). Net income: zł449.6m (up 2.3% from FY 2023). Profit margin: 13% (down from 16% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.7%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 62% per year, which means it is significantly lagging earnings growth.
分析記事 • Apr 08Getting In Cheap On Benefit Systems S.A. (WSE:BFT) Might Be DifficultWhen close to half the companies in Poland have price-to-earnings ratios (or "P/E's") below 11x, you may consider...
分析記事 • Feb 27With EPS Growth And More, Benefit Systems (WSE:BFT) Makes An Interesting CaseThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
分析記事 • Jan 27Should You Investigate Benefit Systems S.A. (WSE:BFT) At zł2,945?Benefit Systems S.A. ( WSE:BFT ), is not the largest company out there, but it led the WSE gainers with a relatively...
お知らせ • Jan 17+ 3 more updatesBenefit Systems S.A. to Report First Half, 2025 Results on Aug 22, 2025Benefit Systems S.A. announced that they will report first half, 2025 results on Aug 22, 2025
分析記事 • Jan 08Investors Should Be Encouraged By Benefit Systems' (WSE:BFT) 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...
分析記事 • Nov 23Benefit Systems' (WSE:BFT) Earnings Offer More Than Meets The EyeBenefit Systems S.A. ( WSE:BFT ) announced a healthy earnings result recently, and the market rewarded it with a strong...
Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: zł45.30 (vs zł39.33 in 3Q 2023)Third quarter 2024 results: EPS: zł45.30 (up from zł39.33 in 3Q 2023). Revenue: zł835.9m (up 21% from 3Q 2023). Net income: zł134.0m (up 16% from 3Q 2023). Profit margin: 16% (in line with 3Q 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 50% per year, which means it is significantly lagging earnings growth.
分析記事 • Oct 23Getting In Cheap On Benefit Systems S.A. (WSE:BFT) Is UnlikelyBenefit Systems S.A.'s ( WSE:BFT ) price-to-earnings (or "P/E") ratio of 16.2x might make it look like a sell right now...
分析記事 • Sep 26Benefit Systems (WSE:BFT) Has A Rock Solid Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Sep 11At zł2,475, Is It Time To Put Benefit Systems S.A. (WSE:BFT) On Your Watch List?While Benefit Systems S.A. ( WSE:BFT ) might not have the largest market cap around , it received a lot of attention...
Upcoming Dividend • Sep 06Upcoming dividend of zł135 per shareEligible shareholders must have bought the stock before 13 September 2024. Payment date: 25 November 2024. Payout ratio is on the higher end at 87%, however this is supported by cash flows. Trailing yield: 5.2%. Lower than top quartile of Polish dividend payers (7.8%). In line with average of industry peers (4.8%).
分析記事 • Aug 29Benefit Systems (WSE:BFT) Is Increasing Its Dividend To PLN135.00The board of Benefit Systems S.A. ( WSE:BFT ) has announced that it will be paying its dividend of PLN135.00 on the...
お知らせ • Aug 22Benefit Systems S.A. Provides Earnings Guidance for the Full Year 2024Benefit Systems S.A. provided earnings guidance for the full year 2024. For the year, the company expects a year-on-year increase in operating profitability (excluding incentive programme costs).
Reported Earnings • Aug 22Second quarter 2024 earnings released: EPS: zł36.82 (vs zł44.13 in 2Q 2023)Second quarter 2024 results: EPS: zł36.82 (down from zł44.13 in 2Q 2023). Revenue: zł844.8m (up 21% from 2Q 2023). Net income: zł108.9m (down 16% from 2Q 2023). Profit margin: 13% (down from 19% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has only increased by 51% per year, which means it is significantly lagging earnings growth.
分析記事 • Aug 15Benefit Systems' (WSE:BFT) Shareholders Will Receive A Bigger Dividend Than Last YearBenefit Systems S.A. ( WSE:BFT ) has announced that it will be increasing its dividend from last year's comparable...
お知らせ • Aug 15Benefit Systems S.A. (WSE:BFT) agreed to acquire ARTIS Welness Club.Benefit Systems S.A. (WSE:BFT) agreed to acquire ARTIS Welness Club on August 14, 2024. The transaction is subject to approval of merger agreement by target board, approval of offer by acquirer shareholders, approval of offer by acquirer board and approval of offer by target shareholders.
分析記事 • Aug 07Under The Bonnet, Benefit Systems' (WSE:BFT) Returns Look ImpressiveFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 • Jul 22Benefit Systems' (WSE:BFT) Shareholders Will Receive A Bigger Dividend Than Last YearBenefit Systems S.A.'s ( WSE:BFT ) dividend will be increasing from last year's payment of the same period to PLN135.00...
分析記事 • Jul 03Here's Why Benefit Systems (WSE:BFT) Has Caught The Eye Of InvestorsFor 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 15Are Investors Undervaluing Benefit Systems S.A. (WSE:BFT) By 41%?Key Insights Benefit Systems' estimated fair value is zł4,720 based on 2 Stage Free Cash Flow to Equity Benefit Systems...
お知らせ • May 31Benefit Systems S.A., Annual General Meeting, Jun 28, 2024Benefit Systems S.A., Annual General Meeting, Jun 28, 2024, at 11:00 Central European Standard Time.
Declared Dividend • May 30Dividend of zł135 announcedShareholders will receive a dividend of zł135. Ex-date: 13th September 2024 Payment date: 25th November 2024 Dividend yield will be 4.7%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • May 22Benefit Systems (WSE:BFT) Has A Rock Solid Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • May 17First quarter 2024 earnings released: EPS: zł31.20 (vs zł17.85 in 1Q 2023)First quarter 2024 results: EPS: zł31.20 (up from zł17.85 in 1Q 2023). Revenue: zł801.1m (up 28% from 1Q 2023). Net income: zł92.1m (up 76% from 1Q 2023). Profit margin: 12% (up from 8.4% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 113% per year but the company’s share price has only increased by 43% per year, which means it is significantly lagging earnings growth.
分析記事 • May 08Pinning Down Benefit Systems S.A.'s (WSE:BFT) P/E Is Difficult Right NowWhen close to half the companies in Poland have price-to-earnings ratios (or "P/E's") below 12x, you may consider...
お知らせ • May 01Benefit Systems S.A. to Report First Half, 2024 Results on Aug 21, 2024Benefit Systems S.A. announced that they will report first half, 2024 results on Aug 21, 2024
Price Target Changed • Apr 28Price target increased by 14% to zł3,125Up from zł2,750, the current price target is an average from 4 analysts. New target price is 14% above last closing price of zł2,730. Stock is up 132% over the past year. The company is forecast to post earnings per share of zł155 for next year compared to zł150 last year.
Major Estimate Revision • Apr 16Consensus EPS estimates increase by 27%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from zł135 to zł171. Revenue forecast steady at zł3.40b. Net income forecast to grow 7.7% next year vs 21% growth forecast for Professional Services industry in Poland. Consensus price target up from zł2,750 to zł2,925. Share price was steady at zł2,780 over the past week.
分析記事 • Apr 09The Trend Of High Returns At Benefit Systems (WSE:BFT) Has Us Very InterestedIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 • Mar 28Statutory Profit Doesn't Reflect How Good Benefit Systems' (WSE:BFT) Earnings AreThe subdued stock price reaction suggests that Benefit Systems S.A.'s ( WSE:BFT ) strong earnings didn't offer any...
Reported Earnings • Mar 24Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: zł149 (up from zł47.08 in FY 2022). Revenue: zł2.77b (up 45% from FY 2022). Net income: zł439.6m (up 218% from FY 2022). Profit margin: 16% (up from 7.2% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 8.1%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 118% per year but the company’s share price has only increased by 55% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Mar 21Price target increased by 11% to zł2,646Up from zł2,375, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of zł2,670. Stock is up 129% over the past year. The company is forecast to post earnings per share of zł138 for next year compared to zł47.08 last year.
分析記事 • Mar 02If EPS Growth Is Important To You, Benefit Systems (WSE:BFT) Presents An OpportunityIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
分析記事 • Feb 16Is Now The Time To Look At Buying Benefit Systems S.A. (WSE:BFT)?Benefit Systems S.A. ( WSE:BFT ), is not the largest company out there, but it led the WSE gainers with a relatively...
分析記事 • Feb 04Is Benefit Systems (WSE:BFT) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Jan 12Benefit Systems S.A. to Report Fiscal Year 2023 Results on Apr 30, 2024Benefit Systems S.A. announced that they will report fiscal year 2023 results on Apr 30, 2024
お知らせ • Jan 10+ 2 more updatesBenefit Systems S.A. to Report Q3, 2024 Results on Nov 15, 2024Benefit Systems S.A. announced that they will report Q3, 2024 results on Nov 15, 2024
分析記事 • Dec 29Earnings Not Telling The Story For Benefit Systems S.A. (WSE:BFT)When close to half the companies in Poland have price-to-earnings ratios (or "P/E's") below 12x, you may consider...
分析記事 • Dec 13Are Investors Undervaluing Benefit Systems S.A. (WSE:BFT) By 35%?Key Insights The projected fair value for Benefit Systems is zł3,130 based on 2 Stage Free Cash Flow to Equity Current...
分析記事 • Nov 29Benefit Systems (WSE:BFT) Knows How To Allocate Capital EffectivelyWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Reported Earnings • Nov 16Third quarter 2023 earnings released: EPS: zł39.32 (vs zł11.73 in 3Q 2022)Third quarter 2023 results: EPS: zł39.32 (up from zł11.73 in 3Q 2022). Revenue: zł693.9m (up 43% from 3Q 2022). Net income: zł115.4m (up 235% from 3Q 2022). Profit margin: 17% (up from 7.1% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 115% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.
分析記事 • Nov 06If EPS Growth Is Important To You, Benefit Systems (WSE:BFT) Presents An OpportunityInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
お知らせ • Oct 20Benefit Systems Intends to Merge with FocuslyActing on the basis of Art. 504 §1 of the Polish Commercial Companies Code (hereinafter, the "CCC") in conjunction with Article 402 §2 of the CCC and Article 402 §1 of the CCC, the Management Board of Benefit Systems S.A. (WSE:BFT) with its registered seat in Warsaw (the "Issuer" or the "Company"), hereby for the first time announced the intention to merge the Issuer (as the acquiring company) with Focusly sp. z o.o. with its registered seat in Warsaw (the "Target Company"). The merger plan, agreed upon by the merging companies on 13 October 2023. In the coming weeks, the Company will convene an Extraordinary General Meeting of the Company, during which a resolution on the merger of the Issuer and the Target Company will be adopted.
Upcoming Dividend • Sep 07Upcoming dividend of zł41.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 14 September 2023. Payment date: 29 September 2023. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Polish dividend payers (7.7%). Lower than average of industry peers (2.7%).
分析記事 • Sep 03Is It Too Late To Consider Buying Benefit Systems S.A. (WSE:BFT)?Benefit Systems S.A. ( WSE:BFT ), might not be a large cap stock, but it led the WSE gainers with a relatively large...
お知らせ • Aug 24Benefit Systems S.A. Appoints Marcin Fojudzki as Member of the Management Board, Effective from September 6, 2023The supervisory board of Benefit Systems passed a resolution to appoint Marcin Fojudzki as the new member of the management board of the company, effective from September 6. His experience includes senior positions related to finance at Eurocash Group, among others.
Reported Earnings • Aug 18Second quarter 2023 earnings released: EPS: zł44.14 (vs zł10.77 in 2Q 2022)Second quarter 2023 results: EPS: zł44.14 (up from zł10.77 in 2Q 2022). Revenue: zł697.5m (up 52% from 2Q 2022). Net income: zł129.5m (up 310% from 2Q 2022). Profit margin: 19% (up from 6.9% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
分析記事 • Aug 18Benefit Systems (WSE:BFT) Has A Rock Solid Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Buying Opportunity • Jul 25Now 23% undervaluedOver the last 90 days, the stock is up 51%. The fair value is estimated to be zł2,229, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 62%. Revenue is forecast to grow by 56% in 2 years. Earnings is forecast to grow by 74% in the next 2 years.
分析記事 • Jul 25Returns On Capital At Benefit Systems (WSE:BFT) Paint A Concerning PictureWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? One...
分析記事 • Jun 23A Look At The Intrinsic Value Of Benefit Systems S.A. (WSE:BFT)Key Insights Using the 2 Stage Free Cash Flow to Equity, Benefit Systems fair value estimate is zł1,645 With zł1,535...
New Risk • Jun 12New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.8% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
分析記事 • Jun 08We Ran A Stock Scan For Earnings Growth And Benefit Systems (WSE:BFT) Passed With EaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
お知らせ • Jun 04Benefit Systems S.A., Annual General Meeting, Jun 29, 2023Benefit Systems S.A., Annual General Meeting, Jun 29, 2023, at 11:00 Central European Standard Time.
Valuation Update With 7 Day Price Move • May 23Investor sentiment improves as stock rises 18%After last week's 18% share price gain to zł1,435, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 15x in the Professional Services industry in Europe. Total returns to shareholders of 89% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł1,660 per share.
分析記事 • May 19Should You Think About Buying Benefit Systems S.A. (WSE:BFT) Now?While Benefit Systems S.A. ( WSE:BFT ) might not be the most widely known stock at the moment, it saw a significant...
Reported Earnings • Mar 24Full year 2022 earnings released: EPS: zł47.08 (vs zł8.86 loss in FY 2021)Full year 2022 results: EPS: zł47.08 (up from zł8.86 loss in FY 2021). Revenue: zł1.91b (up 100% from FY 2021). Net income: zł138.1m (up zł163.3m from FY 2021). Profit margin: 7.2% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 16% per year and the company’s share price has also increased by 16% per year.
Price Target Changed • Mar 08Price target increased by 18% to zł1,002Up from zł849, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of zł974. Stock is up 78% over the past year. The company is forecast to post earnings per share of zł39.34 next year compared to a net loss per share of zł8.86 last year.
分析記事 • Mar 08Does Benefit Systems (WSE:BFT) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Valuation Update With 7 Day Price Move • Mar 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to zł974, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 17x in the Professional Services industry in Europe. Total returns to shareholders of 4.7% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł650 per share.
分析記事 • Jan 05Capital Allocation Trends At Benefit Systems (WSE:BFT) Aren't IdealIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
お知らせ • Jan 03+ 3 more updatesBenefit Systems S.A. to Report Q3, 2023 Results on Nov 15, 2023Benefit Systems S.A. announced that they will report Q3, 2023 results on Nov 15, 2023
Price Target Changed • Nov 16Price target decreased to zł786Down from zł849, the current price target is an average from 3 analysts. New target price is 22% above last closing price of zł646. Stock is down 13% over the past year. The company is forecast to post earnings per share of zł32.40 next year compared to a net loss per share of zł8.86 last year.
Reported Earnings • Nov 13Third quarter 2022 earnings released: EPS: zł11.72 (vs zł3.55 loss in 3Q 2021)Third quarter 2022 results: EPS: zł11.72 (up from zł3.55 loss in 3Q 2021). Revenue: zł485.4m (up 63% from 3Q 2021). Net income: zł34.4m (up zł44.4m from 3Q 2021). Profit margin: 7.1% (up from net loss in 3Q 2021). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
分析記事 • Sep 20Benefit Systems' (WSE:BFT) Returns On Capital Not Reflecting Well On The BusinessWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...
Reported Earnings • Aug 18Second quarter 2022 earnings released: EPS: zł10.78 (vs zł3.70 in 2Q 2021)Second quarter 2022 results: EPS: zł10.78 (up from zł3.70 in 2Q 2021). Revenue: zł459.6m (up 155% from 2Q 2021). Net income: zł31.6m (up 208% from 2Q 2021). Profit margin: 6.9% (up from 5.7% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 21%, compared to a 8.2% growth forecast for the Professional Services industry in Poland. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.
Valuation Update With 7 Day Price Move • Jul 21Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł570, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 16x in the Professional Services industry in Europe. Total loss to shareholders of 13% over the past three years.
Valuation Update With 7 Day Price Move • Jul 02Investor sentiment improved over the past weekAfter last week's 17% share price gain to zł544, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the Professional Services industry in Europe. Total loss to shareholders of 12% over the past three years.
Valuation Update With 7 Day Price Move • Jun 17Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to zł500, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 16x in the Professional Services industry in Europe. Total loss to shareholders of 12% over the past three years.
分析記事 • Jun 15Investors Could Be Concerned With Benefit Systems' (WSE:BFT) Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...