View ValuationMo-BRUK 将来の成長Future 基準チェック /46Mo-BRUK利益と収益がそれぞれ年間45%と3.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に29.9% 57.8%なると予測されています。主要情報45.0%収益成長率57.78%EPS成長率Commercial Services 収益成長24.0%収益成長率3.6%将来の株主資本利益率29.90%アナリストカバレッジLow最終更新日24 Apr 2026今後の成長に関する最新情報Major Estimate Revision • Sep 23Consensus EPS estimates fall by 69%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from zł23.94 to zł7.50 per share. Revenue forecast steady at zł315.6m. Net income forecast to grow 29% next year vs 29% growth forecast for Commercial Services industry in Poland. Consensus price target down from zł333 to zł318. Share price was steady at zł284 over the past week.Price Target Changed • Sep 22Price target decreased by 9.0% to zł318Down from zł350, the current price target is an average from 5 analysts. New target price is 11% above last closing price of zł286. Stock is down 4.5% over the past year. The company is forecast to post earnings per share of zł7.50 for next year compared to zł20.08 last year.Major Estimate Revision • Jun 06Consensus EPS estimates fall by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from zł340.6m to zł332.6m. EPS estimate also fell from zł29.48 per share to zł23.94 per share. Net income forecast to grow 39% next year vs 29% growth forecast for Commercial Services industry in Poland. Consensus price target down from zł380 to zł350. Share price fell 3.7% to zł260 over the past week.Price Target Changed • Jun 05Price target decreased by 7.9% to zł350Down from zł380, the current price target is an average from 5 analysts. New target price is 31% above last closing price of zł267. Stock is down 15% over the past year. The company is forecast to post earnings per share of zł23.94 for next year compared to zł20.08 last year.分析記事 • Nov 18Mo-BRUK S.A. Just Recorded A 15% Revenue Beat: Here's What Analysts ThinkIt's been a pretty great week for Mo-BRUK S.A. ( WSE:MBR ) shareholders, with its shares surging 15% to zł322 in the...Major Estimate Revision • Feb 06Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from zł236.4m to zł228.3m. EPS estimate also fell from zł26.27 per share to zł22.84 per share. Net income forecast to grow 2.2% next year vs 29% growth forecast for Commercial Services industry in Poland. Consensus price target broadly unchanged at zł365. Share price rose 5.5% to zł328 over the past week.すべての更新を表示Recent updatesDeclared Dividend • May 18Dividend increased to zł15.23Dividend of zł15.23 is 16% higher than last year. Ex-date: 29th July 2026 Payment date: 5th October 2026 Dividend yield will be 4.3%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 15x earnings). However, it is covered by cash flows (67% cash payout ratio). The dividend has increased by an average of 25% per year over the past 7 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 1,594% to bring the payout ratio under control. EPS is expected to grow by 149% over the next 2 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.お知らせ • May 17Mo-BRUK S.A. announces Annual dividend, payable on October 05, 2026Mo-BRUK S.A. announced Annual dividend of PLN 15.2300 per share payable on October 05, 2026, ex-date on July 29, 2026 and record date on July 30, 2026.New Risk • May 14New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.8x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.8x net interest cover). Minor Risks Dividend is not well covered by earnings (dividend per share is over 15x earnings per share). Profit margins are more than 30% lower than last year (4.8% net profit margin).分析記事 • May 01Some May Be Optimistic About Mo-BRUK's (WSE:MBR) EarningsSoft earnings didn't appear to concern Mo-BRUK S.A.'s ( WSE:MBR ) shareholders over the last week. We did some digging...Reported Earnings • Apr 28Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: zł4.33 (down from zł20.08 in FY 2024). Revenue: zł319.9m (up 13% from FY 2024). Net income: zł15.2m (down 78% from FY 2024). Profit margin: 4.8% (down from 25% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 42%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Commercial Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Reported Earnings • Nov 24Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: zł83.1m (up 3.9% from 3Q 2024). Net loss: zł38.8m (down 257% from profit in 3Q 2024). Revenue is forecast to grow 7.2% 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 fallen by 14% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.お知らせ • Nov 15Mo-BRUK S.A. to Report Q3, 2025 Results on Nov 20, 2025Mo-BRUK S.A. announced that they will report Q3, 2025 results on Nov 20, 2025Major Estimate Revision • Sep 23Consensus EPS estimates fall by 69%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from zł23.94 to zł7.50 per share. Revenue forecast steady at zł315.6m. Net income forecast to grow 29% next year vs 29% growth forecast for Commercial Services industry in Poland. Consensus price target down from zł333 to zł318. Share price was steady at zł284 over the past week.Price Target Changed • Sep 22Price target decreased by 9.0% to zł318Down from zł350, the current price target is an average from 5 analysts. New target price is 11% above last closing price of zł286. Stock is down 4.5% over the past year. The company is forecast to post earnings per share of zł7.50 for next year compared to zł20.08 last year.Reported Earnings • Aug 22Second quarter 2025 earnings released: EPS: zł3.99 (vs zł4.83 in 2Q 2024)Second quarter 2025 results: EPS: zł3.99 (down from zł4.83 in 2Q 2024). Revenue: zł67.5m (up 3.3% from 2Q 2024). Net income: zł13.9m (down 18% from 2Q 2024). Profit margin: 21% (down from 26% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Commercial Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.お知らせ • Aug 20Mo-BRUK S.A. to Report First Half, 2025 Results on Aug 21, 2025Mo-BRUK S.A. announced that they will report first half, 2025 results on Aug 21, 2025分析記事 • Jul 25Mo-BRUK's (WSE:MBR) Dividend Will Be PLN13.17Mo-BRUK S.A. ( WSE:MBR ) will pay a dividend of PLN13.17 on the 30th of October. This means that the annual payment...Upcoming Dividend • Jul 22Upcoming dividend of zł13.17 per shareEligible shareholders must have bought the stock before 29 July 2025. Payment date: 30 October 2025. Payout ratio is a comfortable 66% but the company is not cash flow positive. Trailing yield: 4.4%. Lower than top quartile of Polish dividend payers (7.2%). Higher than average of industry peers (3.8%).分析記事 • Jun 12Mo-BRUK (WSE:MBR) Is Due To Pay A Dividend Of PLN13.17The board of Mo-BRUK S.A. ( WSE:MBR ) has announced that it will pay a dividend on the 30th of October, with investors...Major Estimate Revision • Jun 06Consensus EPS estimates fall by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from zł340.6m to zł332.6m. EPS estimate also fell from zł29.48 per share to zł23.94 per share. Net income forecast to grow 39% next year vs 29% growth forecast for Commercial Services industry in Poland. Consensus price target down from zł380 to zł350. Share price fell 3.7% to zł260 over the past week.Price Target Changed • Jun 05Price target decreased by 7.9% to zł350Down from zł380, the current price target is an average from 5 analysts. New target price is 31% above last closing price of zł267. Stock is down 15% over the past year. The company is forecast to post earnings per share of zł23.94 for next year compared to zł20.08 last year.分析記事 • May 30Why Mo-BRUK's (WSE:MBR) Shaky Earnings Are Just The Beginning Of Its ProblemsInvestors were disappointed by Mo-BRUK S.A.'s ( WSE:MBR ) latest earnings release. We did some analysis, and found that...お知らせ • May 19Mo-BRUK S.A., Annual General Meeting, Jun 13, 2025Mo-BRUK S.A., Annual General Meeting, Jun 13, 2025.分析記事 • May 19Mo-BRUK (WSE:MBR) Will Pay A Dividend Of PLN13.17The board of Mo-BRUK S.A. ( WSE:MBR ) has announced that it will pay a dividend of PLN13.17 per share on the 30th of...Declared Dividend • May 19Dividend of zł13.17 announcedDividend of zł13.17 is the same as last year. Ex-date: 29th July 2025 Payment date: 30th October 2025 Dividend yield will be 4.4%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is covered by earnings (64% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 30% per year over the past 6 years. However, payments have been volatile during that time. EPS is expected to grow by 56% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 17Mo-BRUK S.A. announces Annual dividend, payable on October 30, 2025Mo-BRUK S.A. announced Annual dividend of PLN 13.1700 per share payable on October 30, 2025, ex-date on July 29, 2025 and record date on July 30, 2025.Reported Earnings • Apr 27Full year 2024 earnings released: EPS: zł20.02 (vs zł22.45 in FY 2023)Full year 2024 results: EPS: zł20.02 (down from zł22.45 in FY 2023). Revenue: zł283.9m (up 20% from FY 2023). Net income: zł70.5m (down 11% from FY 2023). Profit margin: 25% (down from 33% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Commercial Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.分析記事 • Nov 22Mo-BRUK's (WSE:MBR) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsThe market rallied behind Mo-BRUK S.A.'s ( WSE:MBR ) stock, leading do a rise in the share price after its recent weak...分析記事 • Nov 18Mo-BRUK S.A. Just Recorded A 15% Revenue Beat: Here's What Analysts ThinkIt's been a pretty great week for Mo-BRUK S.A. ( WSE:MBR ) shareholders, with its shares surging 15% to zł322 in the...Reported Earnings • Nov 18Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: zł80.0m (up 39% from 3Q 2023). Net income: zł24.7m (up 18% from 3Q 2023). Profit margin: 31% (down from 36% in 3Q 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 5.1% growth forecast for the Commercial Services industry in Europe.分析記事 • Nov 15Under The Bonnet, Mo-BRUK's (WSE:MBR) Returns Look ImpressiveDid you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...Reported Earnings • Aug 30Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: zł65.3m (up 15% from 2Q 2023). Net income: zł17.0m (down 19% from 2Q 2023). Profit margin: 26% (down from 37% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Commercial Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Jul 22Upcoming dividend of zł13.17 per shareEligible shareholders must have bought the stock before 29 July 2024. Payment date: 30 October 2024. Payout ratio is a comfortable 54% but the company is not cash flow positive. Trailing yield: 4.4%. Lower than top quartile of Polish dividend payers (7.9%). Lower than average of industry peers (5.0%).お知らせ • Jun 01Mo-BRUK S.A., Annual General Meeting, Jun 24, 2024Mo-BRUK S.A., Annual General Meeting, Jun 24, 2024.お知らせ • May 31Mo-Bruk Recommends Dividend Payments for 2023, Payable on October 30, 2024Mo-Bruk's management board recommends earmarking PLN 46.3 million (EUR 10.85 million) for dividend payments for 2023, which translates into PLN 13.17 (EUR 3.09) per share, the company said in a market filling. The proposed dividend date is July 30, and the dividend payment date is October 30, 2024.分析記事 • May 03Earnings Troubles May Signal Larger Issues for Mo-BRUK (WSE:MBR) ShareholdersThe subdued market reaction suggests that Mo-BRUK S.A.'s ( WSE:MBR ) recent earnings didn't contain any surprises. Our...Reported Earnings • Apr 30Full year 2023 earnings released: EPS: zł22.45 (vs zł26.23 in FY 2022)Full year 2023 results: EPS: zł22.45 (down from zł26.23 in FY 2022). Revenue: zł237.0m (down 2.6% from FY 2022). Net income: zł78.9m (down 14% from FY 2022). Profit margin: 33% (down from 38% in FY 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Commercial Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 5% per year and the company’s share price has also fallen by 5% per year.Major Estimate Revision • Feb 06Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from zł236.4m to zł228.3m. EPS estimate also fell from zł26.27 per share to zł22.84 per share. Net income forecast to grow 2.2% next year vs 29% growth forecast for Commercial Services industry in Poland. Consensus price target broadly unchanged at zł365. Share price rose 5.5% to zł328 over the past week.お知らせ • Jan 26+ 3 more updatesMo-BRUK S.A. to Report Fiscal Year 2023 Final Results on Apr 25, 2024Mo-BRUK S.A. announced that they will report fiscal year 2023 final results on Apr 25, 2024Reported Earnings • Nov 14Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: zł57.5m (down 6.1% from 3Q 2022). Net income: zł20.9m (down 7.1% from 3Q 2022). Profit margin: 36% (in line with 3Q 2022). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Commercial Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Major Estimate Revision • Sep 06Consensus EPS estimates fall by 24%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from zł255.5m to zł248.5m. EPS estimate also fell from zł30.02 per share to zł22.69 per share. Net income forecast to grow 11% next year vs 19% growth forecast for Commercial Services industry in Poland. Consensus price target down from zł378 to zł368. Share price fell 2.6% to zł280 over the past week.Reported Earnings • Aug 20Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: zł57.0m (down 8.2% from 2Q 2022). Net income: zł21.0m (down 21% from 2Q 2022). Profit margin: 37% (down from 43% in 2Q 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Commercial Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jun 23Upcoming dividend of zł13.17 per share at 11% yieldEligible shareholders must have bought the stock before 30 June 2023. Payment date: 10 July 2023. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 11%. Within top quartile of Polish dividend payers (7.3%). Higher than average of industry peers (7.1%).Major Estimate Revision • Jun 09Consensus EPS estimates fall by 19%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from zł35.66 to zł28.94 per share. Revenue forecast steady at zł259.7m. Net income forecast to grow 13% next year vs 20% growth forecast for Commercial Services industry in Poland. Consensus price target down from zł391 to zł380. Share price rose 4.1% to zł292 over the past week.お知らせ • Jun 02Mo-BRUK S.A., Annual General Meeting, Jun 26, 2023Mo-BRUK S.A., Annual General Meeting, Jun 26, 2023, at 12:00 Central European Standard Time.Price Target Changed • May 31Price target increased by 8.1% to zł391Up from zł361, the current price target is an average from 4 analysts. New target price is 41% above last closing price of zł278. Stock is down 13% over the past year. The company is forecast to post earnings per share of zł35.66 for next year compared to zł26.23 last year.Valuation Update With 7 Day Price Move • Apr 06Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to zł286, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 14x in the Commercial Services industry in Europe. Total returns to shareholders of 105% over the past three years.分析記事 • Mar 30Are Investors Undervaluing Mo-BRUK S.A. (WSE:MBR) By 38%?Key Insights Using the 2 Stage Free Cash Flow to Equity, Mo-BRUK fair value estimate is zł550 Current share price of...お知らせ • Feb 03+ 3 more updatesMo-BRUK S.A. to Report Q3, 2023 Results on Nov 09, 2023Mo-BRUK S.A. announced that they will report Q3, 2023 results on Nov 09, 2023Price Target Changed • Nov 16Price target decreased to zł410Down from zł466, the current price target is an average from 2 analysts. New target price is 46% above last closing price of zł281. Stock is down 30% over the past year. The company is forecast to post earnings per share of zł30.75 for next year compared to zł32.73 last year.Reported Earnings • Aug 20Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: zł62.0m (down 13% from 2Q 2021). Net income: zł26.7m (down 3.9% from 2Q 2021). Profit margin: 43% (up from 39% in 2Q 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 16%, compared to a 16% growth forecast for the Commercial Services industry in Poland. Over the last 3 years on average, earnings per share has increased by 48% per year whereas the company’s share price has increased by 44% per year.Valuation Update With 7 Day Price Move • Aug 18Investor sentiment improved over the past weekAfter last week's 19% share price gain to zł345, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 14x in the Commercial Services industry in Europe. Total returns to shareholders of 265% over the past three years.Price Target Changed • Jul 27Price target decreased to zł441Down from zł497, the current price target is an average from 3 analysts. New target price is 60% above last closing price of zł276. Stock is down 16% over the past year. The company posted earnings per share of zł32.73 last year.Reported Earnings • May 14First quarter 2022 earnings: Revenues exceed analyst expectationsFirst quarter 2022 results: Revenue: zł49.6m (down 18% from 1Q 2021). Net income: zł18.9m (down 32% from 1Q 2021). Profit margin: 38% (down from 46% in 1Q 2021). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 3.6%. Over the next year, revenue is forecast to grow 10%, compared to a 26% growth forecast for the industry in Poland. Over the last 3 years on average, earnings per share has increased by 55% per year whereas the company’s share price has increased by 57% per year.Price Target Changed • Apr 27Price target increased to zł502Up from zł449, the current price target is an average from 2 analysts. New target price is 29% above last closing price of zł390. Stock is down 0.8% over the past year. The company is forecast to post earnings per share of zł32.61 for next year compared to zł22.12 last year.Upcoming Dividend • Apr 27Upcoming dividend of zł31.50 per shareEligible shareholders must have bought the stock before 02 May 2022. Payment date: 06 May 2022. Payout ratio is a comfortable 63% and this is well supported by cash flows. Trailing yield: 5.2%. Lower than top quartile of Polish dividend payers (7.4%). Lower than average of industry peers (7.4%).お知らせ • Apr 27Mo-Bruk S.A. Recommends Dividend Payment for the Year 2021Mo-BRUK S.A. recommended paying out PLN 31.5 DPS or PLN 110.7 million, i.e. almost the entire 2021 profit.お知らせ • Apr 01Mo-BRUK S.A., Annual General Meeting, Apr 25, 2022Mo-BRUK S.A., Annual General Meeting, Apr 25, 2022, at 12:00 Central European Standard Time.分析記事 • Nov 17Should You Be Adding Mo-BRUK (WSE:MBR) To Your Watchlist Today?It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...Price Target Changed • Nov 15Price target increased to zł449Up from zł380, the current price target is provided by 1 analyst. New target price is 14% above last closing price of zł395. Stock is up 20% over the past year. The company posted earnings per share of zł22.12 last year.Reported Earnings • Nov 11Third quarter 2021 earnings releasedThe company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: zł67.2m (up 32% from 3Q 2020). Net income: zł30.8m (up 16% from 3Q 2020). Profit margin: 46% (down from 52% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has increased by 101% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Jul 07Price target decreased to zł380Down from zł429, the current price target is provided by 1 analyst. New target price is 14% above last closing price of zł334. Stock is up 55% over the past year.Upcoming Dividend • Jun 08Upcoming dividend of zł20.15 per shareEligible shareholders must have bought the stock before 15 June 2021. Payment date: 30 June 2021. Trailing yield: 5.8%. Within top quartile of Polish dividend payers (5.6%). In line with average of industry peers (5.6%).お知らせ • May 08Mo-BRUK S.A. Recommends Dividend for the Year 2020Mo-Bruk announced that the company recommends paying out PLN 20.15 DPS or PLN 70.78 million, almost the entire 2020 profit.Reported Earnings • May 04Full year 2020 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: zł178.5m (up 37% from FY 2019). Net income: zł78.7m (up 96% from FY 2019). Profit margin: 44% (up from 31% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has increased by 129% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Mar 09Calculating The Intrinsic Value Of Mo-BRUK S.A. (WSE:MBR)Today we will run through one way of estimating the intrinsic value of Mo-BRUK S.A. ( WSE:MBR ) by projecting its...分析記事 • Feb 17Does Mo-BRUK S.A. (WSE:MBR) Have A Place In Your Dividend Portfolio?Could Mo-BRUK S.A. ( WSE:MBR ) be an attractive dividend share to own for the long haul? Investors are often drawn to...Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improved over the past weekAfter last week's 15% share price gain to zł344, the stock is trading at a trailing P/E ratio of 17.8x, up from the previous P/E ratio of 15.4x. This compares to an average P/E of 13x in the Commercial Services industry in Poland. Total returns to shareholders over the past three years are 1,249%.Is New 90 Day High Low • Feb 12New 90-day high: zł344The company is up 5.0% from its price of zł328 on 13 November 2020. The Polish market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Commercial Services industry, which is up 13% over the same period.分析記事 • Jan 30Do Mo-BRUK's (WSE:MBR) Earnings Warrant Your Attention?Like a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...お知らせ • Jan 21+ 3 more updatesMo-BRUK S.A. to Report Q3, 2021 Results on Nov 09, 2021Mo-BRUK S.A. announced that they will report Q3, 2021 results on Nov 09, 2021Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł286, the stock is trading at a trailing P/E ratio of 14.8x, up from the previous P/E ratio of 12.7x. This compares to an average P/E of 11x in the Commercial Services industry in Poland. Total returns to shareholders over the past three years are 1,219%.分析記事 • Jan 09Mo-BRUK S.A.'s (WSE:MBR) Stock's On An Uptrend: Are Strong Financials Guiding The Market?Mo-BRUK's (WSE:MBR) stock is up by a considerable 16% over the past month. Given that the market rewards strong...分析記事 • Dec 22What You Need To Know About Mo-BRUK S.A.'s (WSE:MBR) Investor CompositionEvery investor in Mo-BRUK S.A. ( WSE:MBR ) should be aware of the most powerful shareholder groups. Large companies...Is New 90 Day High Low • Dec 01New 90-day low: zł208The company is down 13% from its price of zł240 on 02 September 2020. The Polish market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Commercial Services industry, which is up 1.0% over the same period.分析記事 • Dec 01Calculating The Fair Value Of Mo-BRUK S.A. (WSE:MBR)In this article we are going to estimate the intrinsic value of Mo-BRUK S.A. (WSE:MBR) by estimating the company's...Valuation Update With 7 Day Price Move • Nov 30Market pulls back on stock over the past weekAfter last week's 16% share price decline to zł272, the stock is trading at a trailing P/E ratio of 14x, down from the previous P/E ratio of 16.7x. This compares to an average P/E of 9x in the Commercial Services industry in Poland. Total returns to shareholders over the past three years are 1,352%.Valuation Update With 7 Day Price Move • Oct 30Market bids up stock over the past weekAfter last week's 24% share price gain to zł368, the stock is trading at a trailing P/E ratio of 19x, up from the previous P/E ratio of 15.3x. This compares to an average P/E of 10x in the Commercial Services industry in Poland. Total returns to shareholders over the past three years are 1,466%.Is New 90 Day High Low • Oct 27New 90-day high: zł312The company is up 27% from its price of zł246 on 29 July 2020. The Polish market is down 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is down 2.0% over the same period.Reported Earnings • Oct 22Third quarter earnings releasedOver the last 12 months the company has reported total profits of zł69.2m, up 108% from the prior year. Total revenue was zł166.1m over the last 12 months, up 41% from the prior year.お知らせ • Oct 17Mo-BRUK S.A. to Report Q3, 2020 Results on Oct 19, 2020Mo-BRUK S.A. announced that they will report Q3, 2020 results on Oct 19, 2020Is New 90 Day High Low • Oct 06New 90-day high: zł266The company is up 23% from its price of zł216 on 08 July 2020. The Polish market is down 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is up 10.0% over the same period.お知らせ • Oct 02An unknown buyer signed a contract to acquire Metals Recycling Plant from Mo-BRUK S.A. (WSE:MBR) for PLN 12 million.An unknown buyer signed a contract to acquire Metals Recycling Plant from Mo-BRUK S.A. (WSE:MBR) for PLN 12 million on October 1, 2020. Under the terms, consideration will be paid in installments by December 31, 2021 and has been secured with a mortgage on the property. in 2019, Metals Recycling Plant generated revenue of PLN 1.5 million and EBITDA of PLN -0.3 million.業績と収益の成長予測WSE:MBR - アナリストの将来予測と過去の財務データ ( )PLN Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202844214495N/A212/31/202740710394134312/31/202641410572122212/31/2025320156969N/A9/30/202529431260N/A6/30/202529166898N/A3/31/202528970-1104N/A12/31/202428471-2693N/A9/30/202426872-5863N/A6/30/202424569-3158N/A3/31/202423773-1551N/A12/31/202323779568N/A9/30/2023240863386N/A6/30/2023244875493N/A3/31/2023249935794N/A12/31/2022243928192N/A9/30/202224197106111N/A6/30/2022247105115120N/A3/31/2022256106131134N/A12/31/2021267115135137N/A9/30/2021255112125128N/A6/30/20212381089193N/A3/31/2021201916970N/A12/31/2020178797274N/A9/30/2020166695152N/A6/30/2020147536062N/A3/31/2020142495355N/A12/31/2019131403941N/A9/30/201911833N/A41N/A6/30/201911129N/A36N/A3/31/201910326N/A34N/A12/31/20189321N/A28N/A9/30/20188013N/A21N/A6/30/20187310N/A20N/A3/31/2018698N/A17N/A12/31/2017667N/A14N/A9/30/2017626N/A11N/A6/30/2017594N/A9N/A3/31/2017542N/A11N/A12/31/2016532N/A11N/A9/30/2016522N/A11N/A6/30/2016510N/A10N/A3/31/201648-1N/A8N/A12/31/201545-2N/A6N/A9/30/201544-5N/A5N/A6/30/201543-6N/A7N/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: MBRの予測収益成長率 (年間45% ) は 貯蓄率 ( 5.3% ) を上回っています。収益対市場: MBRの収益 ( 45% ) はPolish市場 ( 12.3% ) よりも速いペースで成長すると予測されています。高成長収益: MBRの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: MBRの収益 ( 3.6% ) Polish市場 ( 4.5% ) よりも低い成長が予測されています。高い収益成長: MBRの収益 ( 3.6% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: MBRの 自己資本利益率 は、3年後には高くなると予測されています ( 29.9 %)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2026/05/25 09:50終値2026/05/22 00:00収益2025/12/31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Mo-BRUK S.A. 3 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。14 アナリスト機関Jakub SargsyanBiuro maklerskie mBankuPiotr ZielonkaErste Bank Polska S.A.Adrian KyrczErste Bank Polska S.A.11 その他のアナリストを表示
Major Estimate Revision • Sep 23Consensus EPS estimates fall by 69%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from zł23.94 to zł7.50 per share. Revenue forecast steady at zł315.6m. Net income forecast to grow 29% next year vs 29% growth forecast for Commercial Services industry in Poland. Consensus price target down from zł333 to zł318. Share price was steady at zł284 over the past week.
Price Target Changed • Sep 22Price target decreased by 9.0% to zł318Down from zł350, the current price target is an average from 5 analysts. New target price is 11% above last closing price of zł286. Stock is down 4.5% over the past year. The company is forecast to post earnings per share of zł7.50 for next year compared to zł20.08 last year.
Major Estimate Revision • Jun 06Consensus EPS estimates fall by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from zł340.6m to zł332.6m. EPS estimate also fell from zł29.48 per share to zł23.94 per share. Net income forecast to grow 39% next year vs 29% growth forecast for Commercial Services industry in Poland. Consensus price target down from zł380 to zł350. Share price fell 3.7% to zł260 over the past week.
Price Target Changed • Jun 05Price target decreased by 7.9% to zł350Down from zł380, the current price target is an average from 5 analysts. New target price is 31% above last closing price of zł267. Stock is down 15% over the past year. The company is forecast to post earnings per share of zł23.94 for next year compared to zł20.08 last year.
分析記事 • Nov 18Mo-BRUK S.A. Just Recorded A 15% Revenue Beat: Here's What Analysts ThinkIt's been a pretty great week for Mo-BRUK S.A. ( WSE:MBR ) shareholders, with its shares surging 15% to zł322 in the...
Major Estimate Revision • Feb 06Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from zł236.4m to zł228.3m. EPS estimate also fell from zł26.27 per share to zł22.84 per share. Net income forecast to grow 2.2% next year vs 29% growth forecast for Commercial Services industry in Poland. Consensus price target broadly unchanged at zł365. Share price rose 5.5% to zł328 over the past week.
Declared Dividend • May 18Dividend increased to zł15.23Dividend of zł15.23 is 16% higher than last year. Ex-date: 29th July 2026 Payment date: 5th October 2026 Dividend yield will be 4.3%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 15x earnings). However, it is covered by cash flows (67% cash payout ratio). The dividend has increased by an average of 25% per year over the past 7 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 1,594% to bring the payout ratio under control. EPS is expected to grow by 149% over the next 2 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
お知らせ • May 17Mo-BRUK S.A. announces Annual dividend, payable on October 05, 2026Mo-BRUK S.A. announced Annual dividend of PLN 15.2300 per share payable on October 05, 2026, ex-date on July 29, 2026 and record date on July 30, 2026.
New Risk • May 14New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.8x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.8x net interest cover). Minor Risks Dividend is not well covered by earnings (dividend per share is over 15x earnings per share). Profit margins are more than 30% lower than last year (4.8% net profit margin).
分析記事 • May 01Some May Be Optimistic About Mo-BRUK's (WSE:MBR) EarningsSoft earnings didn't appear to concern Mo-BRUK S.A.'s ( WSE:MBR ) shareholders over the last week. We did some digging...
Reported Earnings • Apr 28Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: zł4.33 (down from zł20.08 in FY 2024). Revenue: zł319.9m (up 13% from FY 2024). Net income: zł15.2m (down 78% from FY 2024). Profit margin: 4.8% (down from 25% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 42%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Commercial Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Reported Earnings • Nov 24Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: zł83.1m (up 3.9% from 3Q 2024). Net loss: zł38.8m (down 257% from profit in 3Q 2024). Revenue is forecast to grow 7.2% 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 fallen by 14% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
お知らせ • Nov 15Mo-BRUK S.A. to Report Q3, 2025 Results on Nov 20, 2025Mo-BRUK S.A. announced that they will report Q3, 2025 results on Nov 20, 2025
Major Estimate Revision • Sep 23Consensus EPS estimates fall by 69%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from zł23.94 to zł7.50 per share. Revenue forecast steady at zł315.6m. Net income forecast to grow 29% next year vs 29% growth forecast for Commercial Services industry in Poland. Consensus price target down from zł333 to zł318. Share price was steady at zł284 over the past week.
Price Target Changed • Sep 22Price target decreased by 9.0% to zł318Down from zł350, the current price target is an average from 5 analysts. New target price is 11% above last closing price of zł286. Stock is down 4.5% over the past year. The company is forecast to post earnings per share of zł7.50 for next year compared to zł20.08 last year.
Reported Earnings • Aug 22Second quarter 2025 earnings released: EPS: zł3.99 (vs zł4.83 in 2Q 2024)Second quarter 2025 results: EPS: zł3.99 (down from zł4.83 in 2Q 2024). Revenue: zł67.5m (up 3.3% from 2Q 2024). Net income: zł13.9m (down 18% from 2Q 2024). Profit margin: 21% (down from 26% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Commercial Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 20Mo-BRUK S.A. to Report First Half, 2025 Results on Aug 21, 2025Mo-BRUK S.A. announced that they will report first half, 2025 results on Aug 21, 2025
分析記事 • Jul 25Mo-BRUK's (WSE:MBR) Dividend Will Be PLN13.17Mo-BRUK S.A. ( WSE:MBR ) will pay a dividend of PLN13.17 on the 30th of October. This means that the annual payment...
Upcoming Dividend • Jul 22Upcoming dividend of zł13.17 per shareEligible shareholders must have bought the stock before 29 July 2025. Payment date: 30 October 2025. Payout ratio is a comfortable 66% but the company is not cash flow positive. Trailing yield: 4.4%. Lower than top quartile of Polish dividend payers (7.2%). Higher than average of industry peers (3.8%).
分析記事 • Jun 12Mo-BRUK (WSE:MBR) Is Due To Pay A Dividend Of PLN13.17The board of Mo-BRUK S.A. ( WSE:MBR ) has announced that it will pay a dividend on the 30th of October, with investors...
Major Estimate Revision • Jun 06Consensus EPS estimates fall by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from zł340.6m to zł332.6m. EPS estimate also fell from zł29.48 per share to zł23.94 per share. Net income forecast to grow 39% next year vs 29% growth forecast for Commercial Services industry in Poland. Consensus price target down from zł380 to zł350. Share price fell 3.7% to zł260 over the past week.
Price Target Changed • Jun 05Price target decreased by 7.9% to zł350Down from zł380, the current price target is an average from 5 analysts. New target price is 31% above last closing price of zł267. Stock is down 15% over the past year. The company is forecast to post earnings per share of zł23.94 for next year compared to zł20.08 last year.
分析記事 • May 30Why Mo-BRUK's (WSE:MBR) Shaky Earnings Are Just The Beginning Of Its ProblemsInvestors were disappointed by Mo-BRUK S.A.'s ( WSE:MBR ) latest earnings release. We did some analysis, and found that...
お知らせ • May 19Mo-BRUK S.A., Annual General Meeting, Jun 13, 2025Mo-BRUK S.A., Annual General Meeting, Jun 13, 2025.
分析記事 • May 19Mo-BRUK (WSE:MBR) Will Pay A Dividend Of PLN13.17The board of Mo-BRUK S.A. ( WSE:MBR ) has announced that it will pay a dividend of PLN13.17 per share on the 30th of...
Declared Dividend • May 19Dividend of zł13.17 announcedDividend of zł13.17 is the same as last year. Ex-date: 29th July 2025 Payment date: 30th October 2025 Dividend yield will be 4.4%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is covered by earnings (64% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 30% per year over the past 6 years. However, payments have been volatile during that time. EPS is expected to grow by 56% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 17Mo-BRUK S.A. announces Annual dividend, payable on October 30, 2025Mo-BRUK S.A. announced Annual dividend of PLN 13.1700 per share payable on October 30, 2025, ex-date on July 29, 2025 and record date on July 30, 2025.
Reported Earnings • Apr 27Full year 2024 earnings released: EPS: zł20.02 (vs zł22.45 in FY 2023)Full year 2024 results: EPS: zł20.02 (down from zł22.45 in FY 2023). Revenue: zł283.9m (up 20% from FY 2023). Net income: zł70.5m (down 11% from FY 2023). Profit margin: 25% (down from 33% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Commercial Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
分析記事 • Nov 22Mo-BRUK's (WSE:MBR) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsThe market rallied behind Mo-BRUK S.A.'s ( WSE:MBR ) stock, leading do a rise in the share price after its recent weak...
分析記事 • Nov 18Mo-BRUK S.A. Just Recorded A 15% Revenue Beat: Here's What Analysts ThinkIt's been a pretty great week for Mo-BRUK S.A. ( WSE:MBR ) shareholders, with its shares surging 15% to zł322 in the...
Reported Earnings • Nov 18Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: zł80.0m (up 39% from 3Q 2023). Net income: zł24.7m (up 18% from 3Q 2023). Profit margin: 31% (down from 36% in 3Q 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 5.1% growth forecast for the Commercial Services industry in Europe.
分析記事 • Nov 15Under The Bonnet, Mo-BRUK's (WSE:MBR) Returns Look ImpressiveDid you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
Reported Earnings • Aug 30Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: zł65.3m (up 15% from 2Q 2023). Net income: zł17.0m (down 19% from 2Q 2023). Profit margin: 26% (down from 37% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Commercial Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Jul 22Upcoming dividend of zł13.17 per shareEligible shareholders must have bought the stock before 29 July 2024. Payment date: 30 October 2024. Payout ratio is a comfortable 54% but the company is not cash flow positive. Trailing yield: 4.4%. Lower than top quartile of Polish dividend payers (7.9%). Lower than average of industry peers (5.0%).
お知らせ • Jun 01Mo-BRUK S.A., Annual General Meeting, Jun 24, 2024Mo-BRUK S.A., Annual General Meeting, Jun 24, 2024.
お知らせ • May 31Mo-Bruk Recommends Dividend Payments for 2023, Payable on October 30, 2024Mo-Bruk's management board recommends earmarking PLN 46.3 million (EUR 10.85 million) for dividend payments for 2023, which translates into PLN 13.17 (EUR 3.09) per share, the company said in a market filling. The proposed dividend date is July 30, and the dividend payment date is October 30, 2024.
分析記事 • May 03Earnings Troubles May Signal Larger Issues for Mo-BRUK (WSE:MBR) ShareholdersThe subdued market reaction suggests that Mo-BRUK S.A.'s ( WSE:MBR ) recent earnings didn't contain any surprises. Our...
Reported Earnings • Apr 30Full year 2023 earnings released: EPS: zł22.45 (vs zł26.23 in FY 2022)Full year 2023 results: EPS: zł22.45 (down from zł26.23 in FY 2022). Revenue: zł237.0m (down 2.6% from FY 2022). Net income: zł78.9m (down 14% from FY 2022). Profit margin: 33% (down from 38% in FY 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Commercial Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 5% per year and the company’s share price has also fallen by 5% per year.
Major Estimate Revision • Feb 06Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from zł236.4m to zł228.3m. EPS estimate also fell from zł26.27 per share to zł22.84 per share. Net income forecast to grow 2.2% next year vs 29% growth forecast for Commercial Services industry in Poland. Consensus price target broadly unchanged at zł365. Share price rose 5.5% to zł328 over the past week.
お知らせ • Jan 26+ 3 more updatesMo-BRUK S.A. to Report Fiscal Year 2023 Final Results on Apr 25, 2024Mo-BRUK S.A. announced that they will report fiscal year 2023 final results on Apr 25, 2024
Reported Earnings • Nov 14Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: zł57.5m (down 6.1% from 3Q 2022). Net income: zł20.9m (down 7.1% from 3Q 2022). Profit margin: 36% (in line with 3Q 2022). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Commercial Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Major Estimate Revision • Sep 06Consensus EPS estimates fall by 24%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from zł255.5m to zł248.5m. EPS estimate also fell from zł30.02 per share to zł22.69 per share. Net income forecast to grow 11% next year vs 19% growth forecast for Commercial Services industry in Poland. Consensus price target down from zł378 to zł368. Share price fell 2.6% to zł280 over the past week.
Reported Earnings • Aug 20Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: zł57.0m (down 8.2% from 2Q 2022). Net income: zł21.0m (down 21% from 2Q 2022). Profit margin: 37% (down from 43% in 2Q 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Commercial Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jun 23Upcoming dividend of zł13.17 per share at 11% yieldEligible shareholders must have bought the stock before 30 June 2023. Payment date: 10 July 2023. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 11%. Within top quartile of Polish dividend payers (7.3%). Higher than average of industry peers (7.1%).
Major Estimate Revision • Jun 09Consensus EPS estimates fall by 19%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from zł35.66 to zł28.94 per share. Revenue forecast steady at zł259.7m. Net income forecast to grow 13% next year vs 20% growth forecast for Commercial Services industry in Poland. Consensus price target down from zł391 to zł380. Share price rose 4.1% to zł292 over the past week.
お知らせ • Jun 02Mo-BRUK S.A., Annual General Meeting, Jun 26, 2023Mo-BRUK S.A., Annual General Meeting, Jun 26, 2023, at 12:00 Central European Standard Time.
Price Target Changed • May 31Price target increased by 8.1% to zł391Up from zł361, the current price target is an average from 4 analysts. New target price is 41% above last closing price of zł278. Stock is down 13% over the past year. The company is forecast to post earnings per share of zł35.66 for next year compared to zł26.23 last year.
Valuation Update With 7 Day Price Move • Apr 06Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to zł286, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 14x in the Commercial Services industry in Europe. Total returns to shareholders of 105% over the past three years.
分析記事 • Mar 30Are Investors Undervaluing Mo-BRUK S.A. (WSE:MBR) By 38%?Key Insights Using the 2 Stage Free Cash Flow to Equity, Mo-BRUK fair value estimate is zł550 Current share price of...
お知らせ • Feb 03+ 3 more updatesMo-BRUK S.A. to Report Q3, 2023 Results on Nov 09, 2023Mo-BRUK S.A. announced that they will report Q3, 2023 results on Nov 09, 2023
Price Target Changed • Nov 16Price target decreased to zł410Down from zł466, the current price target is an average from 2 analysts. New target price is 46% above last closing price of zł281. Stock is down 30% over the past year. The company is forecast to post earnings per share of zł30.75 for next year compared to zł32.73 last year.
Reported Earnings • Aug 20Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: zł62.0m (down 13% from 2Q 2021). Net income: zł26.7m (down 3.9% from 2Q 2021). Profit margin: 43% (up from 39% in 2Q 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 16%, compared to a 16% growth forecast for the Commercial Services industry in Poland. Over the last 3 years on average, earnings per share has increased by 48% per year whereas the company’s share price has increased by 44% per year.
Valuation Update With 7 Day Price Move • Aug 18Investor sentiment improved over the past weekAfter last week's 19% share price gain to zł345, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 14x in the Commercial Services industry in Europe. Total returns to shareholders of 265% over the past three years.
Price Target Changed • Jul 27Price target decreased to zł441Down from zł497, the current price target is an average from 3 analysts. New target price is 60% above last closing price of zł276. Stock is down 16% over the past year. The company posted earnings per share of zł32.73 last year.
Reported Earnings • May 14First quarter 2022 earnings: Revenues exceed analyst expectationsFirst quarter 2022 results: Revenue: zł49.6m (down 18% from 1Q 2021). Net income: zł18.9m (down 32% from 1Q 2021). Profit margin: 38% (down from 46% in 1Q 2021). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 3.6%. Over the next year, revenue is forecast to grow 10%, compared to a 26% growth forecast for the industry in Poland. Over the last 3 years on average, earnings per share has increased by 55% per year whereas the company’s share price has increased by 57% per year.
Price Target Changed • Apr 27Price target increased to zł502Up from zł449, the current price target is an average from 2 analysts. New target price is 29% above last closing price of zł390. Stock is down 0.8% over the past year. The company is forecast to post earnings per share of zł32.61 for next year compared to zł22.12 last year.
Upcoming Dividend • Apr 27Upcoming dividend of zł31.50 per shareEligible shareholders must have bought the stock before 02 May 2022. Payment date: 06 May 2022. Payout ratio is a comfortable 63% and this is well supported by cash flows. Trailing yield: 5.2%. Lower than top quartile of Polish dividend payers (7.4%). Lower than average of industry peers (7.4%).
お知らせ • Apr 27Mo-Bruk S.A. Recommends Dividend Payment for the Year 2021Mo-BRUK S.A. recommended paying out PLN 31.5 DPS or PLN 110.7 million, i.e. almost the entire 2021 profit.
お知らせ • Apr 01Mo-BRUK S.A., Annual General Meeting, Apr 25, 2022Mo-BRUK S.A., Annual General Meeting, Apr 25, 2022, at 12:00 Central European Standard Time.
分析記事 • Nov 17Should You Be Adding Mo-BRUK (WSE:MBR) To Your Watchlist Today?It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...
Price Target Changed • Nov 15Price target increased to zł449Up from zł380, the current price target is provided by 1 analyst. New target price is 14% above last closing price of zł395. Stock is up 20% over the past year. The company posted earnings per share of zł22.12 last year.
Reported Earnings • Nov 11Third quarter 2021 earnings releasedThe company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: zł67.2m (up 32% from 3Q 2020). Net income: zł30.8m (up 16% from 3Q 2020). Profit margin: 46% (down from 52% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has increased by 101% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Jul 07Price target decreased to zł380Down from zł429, the current price target is provided by 1 analyst. New target price is 14% above last closing price of zł334. Stock is up 55% over the past year.
Upcoming Dividend • Jun 08Upcoming dividend of zł20.15 per shareEligible shareholders must have bought the stock before 15 June 2021. Payment date: 30 June 2021. Trailing yield: 5.8%. Within top quartile of Polish dividend payers (5.6%). In line with average of industry peers (5.6%).
お知らせ • May 08Mo-BRUK S.A. Recommends Dividend for the Year 2020Mo-Bruk announced that the company recommends paying out PLN 20.15 DPS or PLN 70.78 million, almost the entire 2020 profit.
Reported Earnings • May 04Full year 2020 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: zł178.5m (up 37% from FY 2019). Net income: zł78.7m (up 96% from FY 2019). Profit margin: 44% (up from 31% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has increased by 129% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Mar 09Calculating The Intrinsic Value Of Mo-BRUK S.A. (WSE:MBR)Today we will run through one way of estimating the intrinsic value of Mo-BRUK S.A. ( WSE:MBR ) by projecting its...
分析記事 • Feb 17Does Mo-BRUK S.A. (WSE:MBR) Have A Place In Your Dividend Portfolio?Could Mo-BRUK S.A. ( WSE:MBR ) be an attractive dividend share to own for the long haul? Investors are often drawn to...
Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improved over the past weekAfter last week's 15% share price gain to zł344, the stock is trading at a trailing P/E ratio of 17.8x, up from the previous P/E ratio of 15.4x. This compares to an average P/E of 13x in the Commercial Services industry in Poland. Total returns to shareholders over the past three years are 1,249%.
Is New 90 Day High Low • Feb 12New 90-day high: zł344The company is up 5.0% from its price of zł328 on 13 November 2020. The Polish market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Commercial Services industry, which is up 13% over the same period.
分析記事 • Jan 30Do Mo-BRUK's (WSE:MBR) Earnings Warrant Your Attention?Like a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...
お知らせ • Jan 21+ 3 more updatesMo-BRUK S.A. to Report Q3, 2021 Results on Nov 09, 2021Mo-BRUK S.A. announced that they will report Q3, 2021 results on Nov 09, 2021
Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł286, the stock is trading at a trailing P/E ratio of 14.8x, up from the previous P/E ratio of 12.7x. This compares to an average P/E of 11x in the Commercial Services industry in Poland. Total returns to shareholders over the past three years are 1,219%.
分析記事 • Jan 09Mo-BRUK S.A.'s (WSE:MBR) Stock's On An Uptrend: Are Strong Financials Guiding The Market?Mo-BRUK's (WSE:MBR) stock is up by a considerable 16% over the past month. Given that the market rewards strong...
分析記事 • Dec 22What You Need To Know About Mo-BRUK S.A.'s (WSE:MBR) Investor CompositionEvery investor in Mo-BRUK S.A. ( WSE:MBR ) should be aware of the most powerful shareholder groups. Large companies...
Is New 90 Day High Low • Dec 01New 90-day low: zł208The company is down 13% from its price of zł240 on 02 September 2020. The Polish market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Commercial Services industry, which is up 1.0% over the same period.
分析記事 • Dec 01Calculating The Fair Value Of Mo-BRUK S.A. (WSE:MBR)In this article we are going to estimate the intrinsic value of Mo-BRUK S.A. (WSE:MBR) by estimating the company's...
Valuation Update With 7 Day Price Move • Nov 30Market pulls back on stock over the past weekAfter last week's 16% share price decline to zł272, the stock is trading at a trailing P/E ratio of 14x, down from the previous P/E ratio of 16.7x. This compares to an average P/E of 9x in the Commercial Services industry in Poland. Total returns to shareholders over the past three years are 1,352%.
Valuation Update With 7 Day Price Move • Oct 30Market bids up stock over the past weekAfter last week's 24% share price gain to zł368, the stock is trading at a trailing P/E ratio of 19x, up from the previous P/E ratio of 15.3x. This compares to an average P/E of 10x in the Commercial Services industry in Poland. Total returns to shareholders over the past three years are 1,466%.
Is New 90 Day High Low • Oct 27New 90-day high: zł312The company is up 27% from its price of zł246 on 29 July 2020. The Polish market is down 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is down 2.0% over the same period.
Reported Earnings • Oct 22Third quarter earnings releasedOver the last 12 months the company has reported total profits of zł69.2m, up 108% from the prior year. Total revenue was zł166.1m over the last 12 months, up 41% from the prior year.
お知らせ • Oct 17Mo-BRUK S.A. to Report Q3, 2020 Results on Oct 19, 2020Mo-BRUK S.A. announced that they will report Q3, 2020 results on Oct 19, 2020
Is New 90 Day High Low • Oct 06New 90-day high: zł266The company is up 23% from its price of zł216 on 08 July 2020. The Polish market is down 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is up 10.0% over the same period.
お知らせ • Oct 02An unknown buyer signed a contract to acquire Metals Recycling Plant from Mo-BRUK S.A. (WSE:MBR) for PLN 12 million.An unknown buyer signed a contract to acquire Metals Recycling Plant from Mo-BRUK S.A. (WSE:MBR) for PLN 12 million on October 1, 2020. Under the terms, consideration will be paid in installments by December 31, 2021 and has been secured with a mortgage on the property. in 2019, Metals Recycling Plant generated revenue of PLN 1.5 million and EBITDA of PLN -0.3 million.