View ValuationBumech 将来の成長Future 基準チェック /06現在、 Bumechの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Commercial Services 収益成長24.0%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updates分析記事 • Jan 03Bumech S.A.'s (WSE:BMC) Shares Climb 46% But Its Business Is Yet to Catch UpBumech S.A. ( WSE:BMC ) shareholders are no doubt pleased to see that the share price has bounced 46% in the last...Reported Earnings • Nov 27Third quarter 2025 earnings released: zł0.26 loss per share (vs zł1.44 loss in 3Q 2024)Third quarter 2025 results: zł0.26 loss per share (improved from zł1.44 loss in 3Q 2024). Revenue: zł65.0m (down 25% from 3Q 2024). Net loss: zł3.93m (loss narrowed 81% from 3Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.New Risk • Nov 21New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: zł367.3m (US$99.6m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (18% average weekly change). Negative equity (-zł409m). Earnings have declined by 56% per year over the past 5 years. Minor Risk Market cap is less than US$100m (zł367.3m market cap, or US$99.6m).分析記事 • Nov 06Risks Still Elevated At These Prices As Bumech S.A. (WSE:BMC) Shares Dive 27%The Bumech S.A. ( WSE:BMC ) share price has softened a substantial 27% over the previous 30 days, handing back much of...Reported Earnings • Sep 17Second quarter 2025 earnings released: EPS: zł0.46 (vs zł1.69 loss in 2Q 2024)Second quarter 2025 results: EPS: zł0.46 (up from zł1.69 loss in 2Q 2024). Revenue: zł111.6m (down 15% from 2Q 2024). Net income: zł6.94m (up zł31.4m from 2Q 2024). Profit margin: 6.2% (up from net loss in 2Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 111 percentage points per year, which is a significant difference in performance.分析記事 • Sep 15Bumech S.A.'s (WSE:BMC) Shares Climb 136% But Its Business Is Yet to Catch UpBumech S.A. ( WSE:BMC ) shares have continued their recent momentum with a 136% gain in the last month alone. The...お知らせ • Aug 21Bumech S.A. to Report First Half, 2025 Results on Sep 16, 2025Bumech S.A. announced that they will report first half, 2025 results on Sep 16, 2025分析記事 • Aug 01Bumech S.A.'s (WSE:BMC) Share Price Boosted 38% But Its Business Prospects Need A Lift TooBumech S.A. ( WSE:BMC ) shares have had a really impressive month, gaining 38% after a shaky period beforehand. The bad...New Risk • May 26New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 0.3% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (0.3% operating cash flow to total debt). Negative equity (-zł420m). Earnings have declined by 26% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Market cap is less than US$100m (zł124.5m market cap, or US$33.2m).分析記事 • Apr 26Bumech S.A.'s (WSE:BMC) Share Price Boosted 30% But Its Business Prospects Need A Lift TooBumech S.A. ( WSE:BMC ) shares have had a really impressive month, gaining 30% after a shaky period beforehand. Not all...分析記事 • Jan 14Is Bumech (WSE:BMC) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Jan 14Investors Still Aren't Entirely Convinced By Bumech S.A.'s (WSE:BMC) Revenues Despite 54% Price JumpBumech S.A. ( WSE:BMC ) shareholders would be excited to see that the share price has had a great month, posting a 54...Reported Earnings • Nov 21Third quarter 2024 earnings released: zł1.44 loss per share (vs zł0.45 profit in 3Q 2023)Third quarter 2024 results: zł1.44 loss per share (down from zł0.45 profit in 3Q 2023). Revenue: zł86.7m (down 64% from 3Q 2023). Net loss: zł20.8m (down 421% from profit in 3Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 36 percentage points per year, which is a significant difference in performance.分析記事 • Nov 15Investors Give Bumech S.A. (WSE:BMC) Shares A 26% HidingUnfortunately for some shareholders, the Bumech S.A. ( WSE:BMC ) share price has dived 26% in the last thirty days...Reported Earnings • Oct 01Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: zł131.1m (up 54% from 2Q 2023). Net loss: zł24.4m (loss narrowed 63% from 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.分析記事 • Sep 27It's Down 26% But Bumech S.A. (WSE:BMC) Could Be Riskier Than It LooksThe Bumech S.A. ( WSE:BMC ) share price has fared very poorly over the last month, falling by a substantial 26%. For...分析記事 • Aug 13Does Bumech (WSE:BMC) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...New Risk • Aug 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Polish stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.4% average weekly change). Market cap is less than US$100m (zł202.7m market cap, or US$51.5m).お知らせ • May 31Bumech S.A., Annual General Meeting, Jun 27, 2024Bumech S.A., Annual General Meeting, Jun 27, 2024.Reported Earnings • May 23First quarter 2024 earnings released: zł2.17 loss per share (vs zł2.07 profit in 1Q 2023)First quarter 2024 results: zł2.17 loss per share (down from zł2.07 profit in 1Q 2023). Revenue: zł153.5m (down 30% from 1Q 2023). Net loss: zł31.4m (down 205% from profit in 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 66% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Mar 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to zł14.59, the stock trades at a trailing P/E ratio of 6.2x. Average forward P/E is 13x in the Commercial Services industry in Poland. Total returns to shareholders of 465% over the past three years.分析記事 • Mar 16Positive Sentiment Still Eludes Bumech S.A. (WSE:BMC) Following 30% Share Price SlumpUnfortunately for some shareholders, the Bumech S.A. ( WSE:BMC ) share price has dived 30% in the last thirty days...分析記事 • Jan 26Returns At Bumech (WSE:BMC) Are On The Way UpTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...お知らせ • Jan 13+ 3 more updatesBumech S.A. to Report Q2, 2024 Results on Sep 17, 2024Bumech S.A. announced that they will report Q2, 2024 results on Sep 17, 2024分析記事 • Dec 19Bumech S.A. (WSE:BMC) Looks Inexpensive After Falling 28% But Perhaps Not Attractive EnoughUnfortunately for some shareholders, the Bumech S.A. ( WSE:BMC ) share price has dived 28% in the last thirty days...Reported Earnings • Nov 23Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: zł242.5m (down 32% from 3Q 2022). Net income: zł6.50m (down 96% from 3Q 2022). Profit margin: 2.7% (down from 41% in 3Q 2022). Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 6.0% growth forecast for the Commercial Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has increased by 120% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Nov 09New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 157% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 Risks Earnings are forecast to decline by an average of 157% per year for the foreseeable future. High level of non-cash earnings (41% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (18% net profit margin). Market cap is less than US$100m (zł362.0m market cap, or US$87.6m).Buying Opportunity • Nov 07Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 9.8%. The fair value is estimated to be zł33.32, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 78% over the last 3 years. Meanwhile, the company has become profitable.Upcoming Dividend • Oct 11Upcoming dividend of zł2.00 per share at 6.7% yieldEligible shareholders must have bought the stock before 18 October 2023. Payment date: 30 November 2023. Payout ratio is a comfortable 17% but the company is not cash flow positive. Trailing yield: 6.7%. Lower than top quartile of Polish dividend payers (8.0%). Higher than average of industry peers (4.9%).Reported Earnings • Sep 20Second quarter 2023 earnings released: zł4.60 loss per share (vs zł8.68 profit in 2Q 2022)Second quarter 2023 results: zł4.60 loss per share (down from zł8.68 profit in 2Q 2022). Revenue: zł85.0m (down 76% from 2Q 2022). Net loss: zł66.8m (down 153% from profit in 2Q 2022). Revenue is forecast to grow 1.0% p.a. on average during the next 2 years, compared to a 6.2% growth forecast for the Commercial Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has increased by 134% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Aug 20New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: zł405.8m (US$98.9m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (37% accrual ratio). Minor Risks Short dividend paying track record (1 year of continuous dividend payments). Profit margins are more than 30% lower than last year (30% net profit margin). Market cap is less than US$100m (zł405.8m market cap, or US$98.9m).New Risk • Jul 07New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: zł399.7m (US$97.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (37% accrual ratio). Minor Risks Short dividend paying track record (1 year of continuous dividend payments). Profit margins are more than 30% lower than last year (30% net profit margin). Market cap is less than US$100m (zł399.7m market cap, or US$97.0m).分析記事 • Jun 24Bumech (WSE:BMC) Seems To Use Debt Quite SensiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...お知らせ • May 27Bumech S.A., Annual General Meeting, Jun 21, 2023Bumech S.A., Annual General Meeting, Jun 21, 2023, at 12:00 Central European Standard Time.Reported Earnings • Apr 19Full year 2022 earnings released: EPS: zł24.62 (vs zł27.90 in FY 2021)Full year 2022 results: EPS: zł24.62 (down from zł27.90 in FY 2021). Revenue: zł1.11b (up 160% from FY 2021). Net income: zł356.6m (down 12% from FY 2021). Profit margin: 32% (down from 95% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 9.0% p.a. on average during the next 2 years, while revenues in the Commercial Services industry in Europe are expected to grow by 7.8%. Over the last 3 years on average, earnings per share has increased by 112% per year but the company’s share price has increased by 136% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Mar 14Bumech (WSE:BMC) 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...お知らせ • Jan 26+ 3 more updatesBumech S.A. to Report Q3, 2023 Results on Nov 21, 2023Bumech S.A. announced that they will report Q3, 2023 results on Nov 21, 2023分析記事 • Jan 18If EPS Growth Is Important To You, Bumech (WSE:BMC) Presents An OpportunityThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Reported Earnings • Dec 01Third quarter 2022 earnings released: EPS: zł10.16 (vs zł2.63 in 3Q 2021)Third quarter 2022 results: EPS: zł10.16 (up from zł2.63 in 3Q 2021). Revenue: zł355.7m (up 212% from 3Q 2021). Net income: zł147.2m (up 287% from 3Q 2021). Profit margin: 41% (up from 33% in 3Q 2021). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Commercial Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 130% per year but the company’s share price has increased by 169% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Nov 30Is Bumech (WSE:BMC) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Nov 03Should You Investigate Bumech S.A. (WSE:BMC) At zł59.00?Bumech S.A. ( WSE:BMC ), might not be a large cap stock, but it led the WSE gainers with a relatively large price hike...分析記事 • Sep 27Here's Why Bumech (WSE:BMC) Has Caught The Eye Of InvestorsIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Reported Earnings • Sep 26Second quarter 2022 earnings released: EPS: zł8.68 (vs zł1.38 in 2Q 2021)Second quarter 2022 results: EPS: zł8.68 (up from zł1.38 in 2Q 2021). Revenue: zł353.0m (up 200% from 2Q 2021). Net income: zł125.7m (up zł105.7m from 2Q 2021). Profit margin: 36% (up from 17% in 2Q 2021). Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Commercial Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 139% per year whereas the company’s share price has increased by 144% per year.Buying Opportunity • Sep 13Now 24% undervaluedOver the last 90 days, the stock is up 100%. The fair value is estimated to be zł80.67, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 77% over the last 3 years. Meanwhile, the company has become profitable.Valuation Update With 7 Day Price Move • Sep 08Investor sentiment improved over the past weekAfter last week's 18% share price gain to zł87.45, the stock trades at a trailing P/E ratio of 3x. Average forward P/E is 13x in the Commercial Services industry in Poland. Total returns to shareholders of 2,283% over the past three years.分析記事 • Aug 25A Look At The Fair Value Of Bumech S.A. (WSE:BMC)Today we will run through one way of estimating the intrinsic value of Bumech S.A. ( WSE:BMC ) by taking the expected...Buying Opportunity • Aug 04Now 21% undervaluedOver the last 90 days, the stock is up 122%. The fair value is estimated to be zł79.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 77% over the last 3 years. Meanwhile, the company has become profitable.分析記事 • Jul 30Investors Should Be Encouraged By Bumech's (WSE:BMC) Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? One...Valuation Update With 7 Day Price Move • Jul 28Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł62.70, the stock trades at a trailing P/E ratio of 2.2x. Average forward P/E is 14x in the Commercial Services industry in Poland. Total returns to shareholders of 1,550% over the past three years.分析記事 • Jul 05Here's Why Bumech (WSE:BMC) Can Manage Its Debt ResponsiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...お知らせ • Jun 07Bumech S.A., Annual General Meeting, Jun 30, 2022Bumech S.A., Annual General Meeting, Jun 30, 2022, at 11:00 Central European Standard Time.Reported Earnings • Jun 02First quarter 2022 earnings released: EPS: zł1.34 (vs zł0.085 in 1Q 2021)First quarter 2022 results: EPS: zł1.34 (up from zł0.085 in 1Q 2021). Revenue: zł116.8m (up 37% from 1Q 2021). Net income: zł19.4m (up zł18.2m from 1Q 2021). Profit margin: 17% (up from 1.4% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 147% per year but the company’s share price has only increased by 115% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • May 09Investor sentiment deteriorated over the past weekAfter last week's 32% share price decline to zł28.38, the stock trades at a trailing P/E ratio of 6.1x. Average trailing P/E is 8x in the Commercial Services industry in Poland. Total returns to shareholders of 691% over the past three years.分析記事 • Apr 06Under The Bonnet, Bumech's (WSE:BMC) Returns Look ImpressiveThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...Valuation Update With 7 Day Price Move • Feb 24Investor sentiment deteriorated over the past weekAfter last week's 22% share price decline to zł14.65, the stock trades at a trailing P/E ratio of 3.2x. Average trailing P/E is 9x in the Commercial Services industry in Poland. Total returns to shareholders of 304% over the past three years.分析記事 • Feb 17Does Bumech (WSE:BMC) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...お知らせ • Jan 30+ 3 more updatesBumech S.A. to Report Q3, 2022 Results on Nov 29, 2022Bumech S.A. announced that they will report Q3, 2022 results on Nov 29, 2022Valuation Update With 7 Day Price Move • Jan 17Investor sentiment improved over the past weekAfter last week's 20% share price gain to zł24.50, the stock trades at a trailing P/E ratio of 5.3x. Average trailing P/E is 10x in the Commercial Services industry in Poland. Total returns to shareholders of 868% over the past three years.Valuation Update With 7 Day Price Move • Dec 23Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to zł19.45, the stock trades at a trailing P/E ratio of 4.2x. Average trailing P/E is 7x in the Commercial Services industry in Poland. Total returns to shareholders of 704% over the past three years.分析記事 • Dec 22Investors Should Be Encouraged By Bumech's (WSE:BMC) Returns On CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...Valuation Update With 7 Day Price Move • Nov 27Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to zł22.80, the stock trades at a trailing P/E ratio of 4.9x. Average trailing P/E is 9x in the Commercial Services industry in Poland. Total returns to shareholders of 842% over the past three years.分析記事 • Nov 22Bumech's (WSE:BMC) Promising Earnings May Rest On Soft FoundationsDespite posting some strong earnings, the market for Bumech S.A.'s ( WSE:BMC ) stock hasn't moved much. Our analysis...Reported Earnings • Nov 18Third quarter 2021 earnings released: EPS zł2.63 (vs zł0.09 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: zł114.2m (up 476% from 3Q 2020). Net income: zł38.0m (up zł36.7m from 3Q 2020). Profit margin: 33% (up from 6.7% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 124% per year but the company’s share price has only increased by 117% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Nov 02Investor sentiment deteriorated over the past weekAfter last week's 22% share price decline to zł24.40, the stock trades at a trailing P/E ratio of 11.7x. Average trailing P/E is 12x in the Commercial Services industry in Poland. Total returns to shareholders of 824% over the past three years.Valuation Update With 7 Day Price Move • Oct 18Investor sentiment improved over the past weekAfter last week's 43% share price gain to zł31.80, the stock trades at a trailing P/E ratio of 15.2x. Average trailing P/E is 12x in the Commercial Services industry in Poland. Total returns to shareholders of 932% over the past three years.Valuation Update With 7 Day Price Move • Oct 01Investor sentiment improved over the past weekAfter last week's 78% share price gain to zł12.45, the stock trades at a trailing P/E ratio of 5.9x. Average trailing P/E is 11x in the Commercial Services industry in Poland. Total returns to shareholders of 290% over the past three years.お知らせ • Sep 10Tomasz Dera acquired 8.15% stake in Bumech S.A. (WSE:BMC).Tomasz Dera acquired 8.15% stake in Bumech S.A. (WSE:BMC) on September 9, 2021. Tomasz Dera completed the acquisition of 8.15% stake in Bumech S.A. (WSE:BMC) on September 9, 2021.分析記事 • Sep 05Is Bumech (WSE:BMC) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Aug 09A Look At The Fair Value Of Bumech S.A. (WSE:BMC)Does the August share price for Bumech S.A. ( WSE:BMC ) reflect what it's really worth? Today, we will estimate the...Reported Earnings • Jun 05First quarter 2021 earnings released: EPS zł0.08 (vs zł0.17 in 1Q 2020)The company reported a decent first quarter result with improved revenues, although earnings and profit margins were weaker. First quarter 2021 results: Revenue: zł85.1m (up 231% from 1Q 2020). Net income: zł1.23m (down 50% from 1Q 2020). Profit margin: 1.4% (down from 9.5% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.分析記事 • May 09Here's Why Bumech (WSE:BMC) Has A Meaningful Debt BurdenSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...お知らせ • Jan 29+ 3 more updatesBumech S.A. to Report First Half, 2021 Results on Sep 15, 2021Bumech S.A. announced that they will report first half, 2021 results on Sep 15, 2021お知らせ • Dec 18Bumech S.A. (WSE:BMC) acquired 38.9% stake in Przedsiebiorstwo Gornicze SILESIA Spolka z o.o. from Energetický a prumyslový holding, a.s.Bumech S.A. (WSE:BMC) acquired 38.9% stake in Przedsiebiorstwo Gornicze SILESIA Spolka z o.o.("PG Silesia") from Energetický a prumyslový holding, a.s. on December 16, 2020. In a simultaneous transaction, Bumech will acquire Braindour Development Limited's stake in PG Silesia and increase its ownership in PG Silesia to 99.975%. Bumech S.A. (WSE:BMC) completed the acquisition of 38.9% stake in Przedsiebiorstwo Gornicze SILESIA Spolka z o.o. from Energetický a prumyslový holding, a.s. on December 16, 2020.Is New 90 Day High Low • Dec 17New 90-day high: zł2.62The company is up 15% from its price of zł2.27 on 18 September 2020. The Polish market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is down 5.0% over the same period.分析記事 • Dec 02Is Bumech (WSE:BMC) Using Debt In A Risky Way?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Reported Earnings • Nov 22Third quarter 2020 earnings released: EPS zł0.09The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: zł19.8m (up 18% from 3Q 2019). Net income: zł1.32m (up zł4.32m from 3Q 2019). Profit margin: 6.7% (up from net loss in 3Q 2019). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Oct 30New 90-day low: zł1.82The company is down 21% from its price of zł2.31 on 31 July 2020. The Polish market is down 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Commercial Services industry, which is up 6.0% over the same period.Is New 90 Day High Low • Oct 13New 90-day low: zł1.93The company is down 25% from its price of zł2.56 on 15 July 2020. The Polish market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Commercial Services industry, which is up 10.0% over the same period.Reported Earnings • Oct 01First half earnings releasedOver the last 12 months the company has reported total losses of zł15.4m, with losses narrowing by 12% from the prior year. Total revenue was zł74.4m over the last 12 months, up 12% from the prior year. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Bumech は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測WSE:BMC - 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9/30/2025302-1,0761217N/A6/30/2025324-1,0921728N/A3/31/2025343-1,124633N/A12/31/2024410-1,155-411N/A9/30/2024492-101-152N/A6/30/2024648-541076N/A3/31/2024602-87-4554N/A12/31/2023667-26-1126N/A9/30/2023833101-1650N/A6/30/2023946223-8785N/A3/31/20231,214405121263N/A12/31/20221,112395118225N/A9/30/2022936637217271N/A6/30/2022694528114151N/A3/31/2022459422-1013N/A12/31/2021427404-95N/A9/30/2021339671433N/A6/30/2021244303546N/A3/31/20211420411N/A12/31/202079237N/A9/30/202077-1115N/A6/30/202074-1512N/A3/31/202079-416N/A12/31/201974-7-16N/A9/30/201963-16-35N/A6/30/201967-18N/A7N/A3/31/201966-32N/A-3N/A12/31/201866-34N/A0N/A9/30/201875-43N/A5N/A6/30/201869-46N/A4N/A3/31/201864-45N/A10N/A12/31/201763-31N/A10N/A9/30/201776-8N/A32N/A6/30/2017911N/A44N/A3/31/20179910N/A43N/A12/31/20161140N/A33N/A9/30/20161103N/A21N/A6/30/20161093N/A20N/A3/31/20161206N/A24N/A12/31/20151217N/A37N/A9/30/201510757N/A26N/A6/30/20159555N/A20N/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: BMCの予測収益成長が 貯蓄率 ( 5.3% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: BMC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: BMC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: BMCの収益がPolish市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: BMCの収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: BMC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7D1Y7D1Y7D1YCommercial-services 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/24 14:01終値2026/05/22 00:00収益2025/09/30年間収益2024/12/31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Bumech S.A. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Jakub SzkopekErste Group Bank AG
分析記事 • Jan 03Bumech S.A.'s (WSE:BMC) Shares Climb 46% But Its Business Is Yet to Catch UpBumech S.A. ( WSE:BMC ) shareholders are no doubt pleased to see that the share price has bounced 46% in the last...
Reported Earnings • Nov 27Third quarter 2025 earnings released: zł0.26 loss per share (vs zł1.44 loss in 3Q 2024)Third quarter 2025 results: zł0.26 loss per share (improved from zł1.44 loss in 3Q 2024). Revenue: zł65.0m (down 25% from 3Q 2024). Net loss: zł3.93m (loss narrowed 81% from 3Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.
New Risk • Nov 21New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: zł367.3m (US$99.6m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (18% average weekly change). Negative equity (-zł409m). Earnings have declined by 56% per year over the past 5 years. Minor Risk Market cap is less than US$100m (zł367.3m market cap, or US$99.6m).
分析記事 • Nov 06Risks Still Elevated At These Prices As Bumech S.A. (WSE:BMC) Shares Dive 27%The Bumech S.A. ( WSE:BMC ) share price has softened a substantial 27% over the previous 30 days, handing back much of...
Reported Earnings • Sep 17Second quarter 2025 earnings released: EPS: zł0.46 (vs zł1.69 loss in 2Q 2024)Second quarter 2025 results: EPS: zł0.46 (up from zł1.69 loss in 2Q 2024). Revenue: zł111.6m (down 15% from 2Q 2024). Net income: zł6.94m (up zł31.4m from 2Q 2024). Profit margin: 6.2% (up from net loss in 2Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 111 percentage points per year, which is a significant difference in performance.
分析記事 • Sep 15Bumech S.A.'s (WSE:BMC) Shares Climb 136% But Its Business Is Yet to Catch UpBumech S.A. ( WSE:BMC ) shares have continued their recent momentum with a 136% gain in the last month alone. The...
お知らせ • Aug 21Bumech S.A. to Report First Half, 2025 Results on Sep 16, 2025Bumech S.A. announced that they will report first half, 2025 results on Sep 16, 2025
分析記事 • Aug 01Bumech S.A.'s (WSE:BMC) Share Price Boosted 38% But Its Business Prospects Need A Lift TooBumech S.A. ( WSE:BMC ) shares have had a really impressive month, gaining 38% after a shaky period beforehand. The bad...
New Risk • May 26New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 0.3% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (0.3% operating cash flow to total debt). Negative equity (-zł420m). Earnings have declined by 26% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Market cap is less than US$100m (zł124.5m market cap, or US$33.2m).
分析記事 • Apr 26Bumech S.A.'s (WSE:BMC) Share Price Boosted 30% But Its Business Prospects Need A Lift TooBumech S.A. ( WSE:BMC ) shares have had a really impressive month, gaining 30% after a shaky period beforehand. Not all...
分析記事 • Jan 14Is Bumech (WSE:BMC) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Jan 14Investors Still Aren't Entirely Convinced By Bumech S.A.'s (WSE:BMC) Revenues Despite 54% Price JumpBumech S.A. ( WSE:BMC ) shareholders would be excited to see that the share price has had a great month, posting a 54...
Reported Earnings • Nov 21Third quarter 2024 earnings released: zł1.44 loss per share (vs zł0.45 profit in 3Q 2023)Third quarter 2024 results: zł1.44 loss per share (down from zł0.45 profit in 3Q 2023). Revenue: zł86.7m (down 64% from 3Q 2023). Net loss: zł20.8m (down 421% from profit in 3Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 36 percentage points per year, which is a significant difference in performance.
分析記事 • Nov 15Investors Give Bumech S.A. (WSE:BMC) Shares A 26% HidingUnfortunately for some shareholders, the Bumech S.A. ( WSE:BMC ) share price has dived 26% in the last thirty days...
Reported Earnings • Oct 01Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: zł131.1m (up 54% from 2Q 2023). Net loss: zł24.4m (loss narrowed 63% from 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
分析記事 • Sep 27It's Down 26% But Bumech S.A. (WSE:BMC) Could Be Riskier Than It LooksThe Bumech S.A. ( WSE:BMC ) share price has fared very poorly over the last month, falling by a substantial 26%. For...
分析記事 • Aug 13Does Bumech (WSE:BMC) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
New Risk • Aug 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Polish stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.4% average weekly change). Market cap is less than US$100m (zł202.7m market cap, or US$51.5m).
お知らせ • May 31Bumech S.A., Annual General Meeting, Jun 27, 2024Bumech S.A., Annual General Meeting, Jun 27, 2024.
Reported Earnings • May 23First quarter 2024 earnings released: zł2.17 loss per share (vs zł2.07 profit in 1Q 2023)First quarter 2024 results: zł2.17 loss per share (down from zł2.07 profit in 1Q 2023). Revenue: zł153.5m (down 30% from 1Q 2023). Net loss: zł31.4m (down 205% from profit in 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 66% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Mar 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to zł14.59, the stock trades at a trailing P/E ratio of 6.2x. Average forward P/E is 13x in the Commercial Services industry in Poland. Total returns to shareholders of 465% over the past three years.
分析記事 • Mar 16Positive Sentiment Still Eludes Bumech S.A. (WSE:BMC) Following 30% Share Price SlumpUnfortunately for some shareholders, the Bumech S.A. ( WSE:BMC ) share price has dived 30% in the last thirty days...
分析記事 • Jan 26Returns At Bumech (WSE:BMC) Are On The Way UpTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
お知らせ • Jan 13+ 3 more updatesBumech S.A. to Report Q2, 2024 Results on Sep 17, 2024Bumech S.A. announced that they will report Q2, 2024 results on Sep 17, 2024
分析記事 • Dec 19Bumech S.A. (WSE:BMC) Looks Inexpensive After Falling 28% But Perhaps Not Attractive EnoughUnfortunately for some shareholders, the Bumech S.A. ( WSE:BMC ) share price has dived 28% in the last thirty days...
Reported Earnings • Nov 23Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: zł242.5m (down 32% from 3Q 2022). Net income: zł6.50m (down 96% from 3Q 2022). Profit margin: 2.7% (down from 41% in 3Q 2022). Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 6.0% growth forecast for the Commercial Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has increased by 120% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Nov 09New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 157% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 Risks Earnings are forecast to decline by an average of 157% per year for the foreseeable future. High level of non-cash earnings (41% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (18% net profit margin). Market cap is less than US$100m (zł362.0m market cap, or US$87.6m).
Buying Opportunity • Nov 07Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 9.8%. The fair value is estimated to be zł33.32, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 78% over the last 3 years. Meanwhile, the company has become profitable.
Upcoming Dividend • Oct 11Upcoming dividend of zł2.00 per share at 6.7% yieldEligible shareholders must have bought the stock before 18 October 2023. Payment date: 30 November 2023. Payout ratio is a comfortable 17% but the company is not cash flow positive. Trailing yield: 6.7%. Lower than top quartile of Polish dividend payers (8.0%). Higher than average of industry peers (4.9%).
Reported Earnings • Sep 20Second quarter 2023 earnings released: zł4.60 loss per share (vs zł8.68 profit in 2Q 2022)Second quarter 2023 results: zł4.60 loss per share (down from zł8.68 profit in 2Q 2022). Revenue: zł85.0m (down 76% from 2Q 2022). Net loss: zł66.8m (down 153% from profit in 2Q 2022). Revenue is forecast to grow 1.0% p.a. on average during the next 2 years, compared to a 6.2% growth forecast for the Commercial Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has increased by 134% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Aug 20New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: zł405.8m (US$98.9m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (37% accrual ratio). Minor Risks Short dividend paying track record (1 year of continuous dividend payments). Profit margins are more than 30% lower than last year (30% net profit margin). Market cap is less than US$100m (zł405.8m market cap, or US$98.9m).
New Risk • Jul 07New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: zł399.7m (US$97.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (37% accrual ratio). Minor Risks Short dividend paying track record (1 year of continuous dividend payments). Profit margins are more than 30% lower than last year (30% net profit margin). Market cap is less than US$100m (zł399.7m market cap, or US$97.0m).
分析記事 • Jun 24Bumech (WSE:BMC) Seems To Use Debt Quite SensiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
お知らせ • May 27Bumech S.A., Annual General Meeting, Jun 21, 2023Bumech S.A., Annual General Meeting, Jun 21, 2023, at 12:00 Central European Standard Time.
Reported Earnings • Apr 19Full year 2022 earnings released: EPS: zł24.62 (vs zł27.90 in FY 2021)Full year 2022 results: EPS: zł24.62 (down from zł27.90 in FY 2021). Revenue: zł1.11b (up 160% from FY 2021). Net income: zł356.6m (down 12% from FY 2021). Profit margin: 32% (down from 95% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 9.0% p.a. on average during the next 2 years, while revenues in the Commercial Services industry in Europe are expected to grow by 7.8%. Over the last 3 years on average, earnings per share has increased by 112% per year but the company’s share price has increased by 136% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Mar 14Bumech (WSE:BMC) 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...
お知らせ • Jan 26+ 3 more updatesBumech S.A. to Report Q3, 2023 Results on Nov 21, 2023Bumech S.A. announced that they will report Q3, 2023 results on Nov 21, 2023
分析記事 • Jan 18If EPS Growth Is Important To You, Bumech (WSE:BMC) Presents An OpportunityThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Reported Earnings • Dec 01Third quarter 2022 earnings released: EPS: zł10.16 (vs zł2.63 in 3Q 2021)Third quarter 2022 results: EPS: zł10.16 (up from zł2.63 in 3Q 2021). Revenue: zł355.7m (up 212% from 3Q 2021). Net income: zł147.2m (up 287% from 3Q 2021). Profit margin: 41% (up from 33% in 3Q 2021). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Commercial Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 130% per year but the company’s share price has increased by 169% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Nov 30Is Bumech (WSE:BMC) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Nov 03Should You Investigate Bumech S.A. (WSE:BMC) At zł59.00?Bumech S.A. ( WSE:BMC ), might not be a large cap stock, but it led the WSE gainers with a relatively large price hike...
分析記事 • Sep 27Here's Why Bumech (WSE:BMC) Has Caught The Eye Of InvestorsIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Reported Earnings • Sep 26Second quarter 2022 earnings released: EPS: zł8.68 (vs zł1.38 in 2Q 2021)Second quarter 2022 results: EPS: zł8.68 (up from zł1.38 in 2Q 2021). Revenue: zł353.0m (up 200% from 2Q 2021). Net income: zł125.7m (up zł105.7m from 2Q 2021). Profit margin: 36% (up from 17% in 2Q 2021). Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Commercial Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 139% per year whereas the company’s share price has increased by 144% per year.
Buying Opportunity • Sep 13Now 24% undervaluedOver the last 90 days, the stock is up 100%. The fair value is estimated to be zł80.67, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 77% over the last 3 years. Meanwhile, the company has become profitable.
Valuation Update With 7 Day Price Move • Sep 08Investor sentiment improved over the past weekAfter last week's 18% share price gain to zł87.45, the stock trades at a trailing P/E ratio of 3x. Average forward P/E is 13x in the Commercial Services industry in Poland. Total returns to shareholders of 2,283% over the past three years.
分析記事 • Aug 25A Look At The Fair Value Of Bumech S.A. (WSE:BMC)Today we will run through one way of estimating the intrinsic value of Bumech S.A. ( WSE:BMC ) by taking the expected...
Buying Opportunity • Aug 04Now 21% undervaluedOver the last 90 days, the stock is up 122%. The fair value is estimated to be zł79.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 77% over the last 3 years. Meanwhile, the company has become profitable.
分析記事 • Jul 30Investors Should Be Encouraged By Bumech's (WSE:BMC) Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? One...
Valuation Update With 7 Day Price Move • Jul 28Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł62.70, the stock trades at a trailing P/E ratio of 2.2x. Average forward P/E is 14x in the Commercial Services industry in Poland. Total returns to shareholders of 1,550% over the past three years.
分析記事 • Jul 05Here's Why Bumech (WSE:BMC) Can Manage Its Debt ResponsiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
お知らせ • Jun 07Bumech S.A., Annual General Meeting, Jun 30, 2022Bumech S.A., Annual General Meeting, Jun 30, 2022, at 11:00 Central European Standard Time.
Reported Earnings • Jun 02First quarter 2022 earnings released: EPS: zł1.34 (vs zł0.085 in 1Q 2021)First quarter 2022 results: EPS: zł1.34 (up from zł0.085 in 1Q 2021). Revenue: zł116.8m (up 37% from 1Q 2021). Net income: zł19.4m (up zł18.2m from 1Q 2021). Profit margin: 17% (up from 1.4% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 147% per year but the company’s share price has only increased by 115% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • May 09Investor sentiment deteriorated over the past weekAfter last week's 32% share price decline to zł28.38, the stock trades at a trailing P/E ratio of 6.1x. Average trailing P/E is 8x in the Commercial Services industry in Poland. Total returns to shareholders of 691% over the past three years.
分析記事 • Apr 06Under The Bonnet, Bumech's (WSE:BMC) Returns Look ImpressiveThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
Valuation Update With 7 Day Price Move • Feb 24Investor sentiment deteriorated over the past weekAfter last week's 22% share price decline to zł14.65, the stock trades at a trailing P/E ratio of 3.2x. Average trailing P/E is 9x in the Commercial Services industry in Poland. Total returns to shareholders of 304% over the past three years.
分析記事 • Feb 17Does Bumech (WSE:BMC) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
お知らせ • Jan 30+ 3 more updatesBumech S.A. to Report Q3, 2022 Results on Nov 29, 2022Bumech S.A. announced that they will report Q3, 2022 results on Nov 29, 2022
Valuation Update With 7 Day Price Move • Jan 17Investor sentiment improved over the past weekAfter last week's 20% share price gain to zł24.50, the stock trades at a trailing P/E ratio of 5.3x. Average trailing P/E is 10x in the Commercial Services industry in Poland. Total returns to shareholders of 868% over the past three years.
Valuation Update With 7 Day Price Move • Dec 23Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to zł19.45, the stock trades at a trailing P/E ratio of 4.2x. Average trailing P/E is 7x in the Commercial Services industry in Poland. Total returns to shareholders of 704% over the past three years.
分析記事 • Dec 22Investors Should Be Encouraged By Bumech's (WSE:BMC) Returns On CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...
Valuation Update With 7 Day Price Move • Nov 27Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to zł22.80, the stock trades at a trailing P/E ratio of 4.9x. Average trailing P/E is 9x in the Commercial Services industry in Poland. Total returns to shareholders of 842% over the past three years.
分析記事 • Nov 22Bumech's (WSE:BMC) Promising Earnings May Rest On Soft FoundationsDespite posting some strong earnings, the market for Bumech S.A.'s ( WSE:BMC ) stock hasn't moved much. Our analysis...
Reported Earnings • Nov 18Third quarter 2021 earnings released: EPS zł2.63 (vs zł0.09 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: zł114.2m (up 476% from 3Q 2020). Net income: zł38.0m (up zł36.7m from 3Q 2020). Profit margin: 33% (up from 6.7% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 124% per year but the company’s share price has only increased by 117% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Nov 02Investor sentiment deteriorated over the past weekAfter last week's 22% share price decline to zł24.40, the stock trades at a trailing P/E ratio of 11.7x. Average trailing P/E is 12x in the Commercial Services industry in Poland. Total returns to shareholders of 824% over the past three years.
Valuation Update With 7 Day Price Move • Oct 18Investor sentiment improved over the past weekAfter last week's 43% share price gain to zł31.80, the stock trades at a trailing P/E ratio of 15.2x. Average trailing P/E is 12x in the Commercial Services industry in Poland. Total returns to shareholders of 932% over the past three years.
Valuation Update With 7 Day Price Move • Oct 01Investor sentiment improved over the past weekAfter last week's 78% share price gain to zł12.45, the stock trades at a trailing P/E ratio of 5.9x. Average trailing P/E is 11x in the Commercial Services industry in Poland. Total returns to shareholders of 290% over the past three years.
お知らせ • Sep 10Tomasz Dera acquired 8.15% stake in Bumech S.A. (WSE:BMC).Tomasz Dera acquired 8.15% stake in Bumech S.A. (WSE:BMC) on September 9, 2021. Tomasz Dera completed the acquisition of 8.15% stake in Bumech S.A. (WSE:BMC) on September 9, 2021.
分析記事 • Sep 05Is Bumech (WSE:BMC) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Aug 09A Look At The Fair Value Of Bumech S.A. (WSE:BMC)Does the August share price for Bumech S.A. ( WSE:BMC ) reflect what it's really worth? Today, we will estimate the...
Reported Earnings • Jun 05First quarter 2021 earnings released: EPS zł0.08 (vs zł0.17 in 1Q 2020)The company reported a decent first quarter result with improved revenues, although earnings and profit margins were weaker. First quarter 2021 results: Revenue: zł85.1m (up 231% from 1Q 2020). Net income: zł1.23m (down 50% from 1Q 2020). Profit margin: 1.4% (down from 9.5% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
分析記事 • May 09Here's Why Bumech (WSE:BMC) Has A Meaningful Debt BurdenSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
お知らせ • Jan 29+ 3 more updatesBumech S.A. to Report First Half, 2021 Results on Sep 15, 2021Bumech S.A. announced that they will report first half, 2021 results on Sep 15, 2021
お知らせ • Dec 18Bumech S.A. (WSE:BMC) acquired 38.9% stake in Przedsiebiorstwo Gornicze SILESIA Spolka z o.o. from Energetický a prumyslový holding, a.s.Bumech S.A. (WSE:BMC) acquired 38.9% stake in Przedsiebiorstwo Gornicze SILESIA Spolka z o.o.("PG Silesia") from Energetický a prumyslový holding, a.s. on December 16, 2020. In a simultaneous transaction, Bumech will acquire Braindour Development Limited's stake in PG Silesia and increase its ownership in PG Silesia to 99.975%. Bumech S.A. (WSE:BMC) completed the acquisition of 38.9% stake in Przedsiebiorstwo Gornicze SILESIA Spolka z o.o. from Energetický a prumyslový holding, a.s. on December 16, 2020.
Is New 90 Day High Low • Dec 17New 90-day high: zł2.62The company is up 15% from its price of zł2.27 on 18 September 2020. The Polish market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is down 5.0% over the same period.
分析記事 • Dec 02Is Bumech (WSE:BMC) Using Debt In A Risky Way?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Reported Earnings • Nov 22Third quarter 2020 earnings released: EPS zł0.09The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: zł19.8m (up 18% from 3Q 2019). Net income: zł1.32m (up zł4.32m from 3Q 2019). Profit margin: 6.7% (up from net loss in 3Q 2019). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Oct 30New 90-day low: zł1.82The company is down 21% from its price of zł2.31 on 31 July 2020. The Polish market is down 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Commercial Services industry, which is up 6.0% over the same period.
Is New 90 Day High Low • Oct 13New 90-day low: zł1.93The company is down 25% from its price of zł2.56 on 15 July 2020. The Polish market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Commercial Services industry, which is up 10.0% over the same period.
Reported Earnings • Oct 01First half earnings releasedOver the last 12 months the company has reported total losses of zł15.4m, with losses narrowing by 12% from the prior year. Total revenue was zł74.4m over the last 12 months, up 12% from the prior year.