View ValuationArchicom 将来の成長Future 基準チェック /66Archicom利益と収益がそれぞれ年間37.1%と24.5%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24.6% 37.8%なると予測されています。主要情報37.1%収益成長率37.76%EPS成長率Consumer Durables 収益成長14.5%収益成長率24.5%将来の株主資本利益率24.60%アナリストカバレッジLow最終更新日27 Apr 2026今後の成長に関する最新情報Major Estimate Revision • Feb 24Consensus EPS estimates fall by 41%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from zł1.14b to zł1.11b. EPS estimate also fell from zł3.26 per share to zł1.91 per share. Net income forecast to grow 490% next year vs 14% growth forecast for Consumer Durables industry in Poland. Consensus price target up from zł52.92 to zł55.15. Share price fell 3.0% to zł49.30 over the past week.Major Estimate Revision • Oct 15Consensus revenue estimates increase by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from zł1.01b to zł1.12b. EPS estimate unchanged from zł3.26 at last update. Consumer Durables industry in Poland expected to see average net income growth of 50% next year. Consensus price target of zł52.83 unchanged from last update. Share price fell 3.7% to zł44.70 over the past week.Price Target Changed • Aug 19Price target increased by 21% to zł50.30Up from zł41.56, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of zł49.00. Stock is up 76% over the past year. The company is forecast to post earnings per share of zł2.61 for next year compared to zł2.06 last year.Major Estimate Revision • Jul 08Consensus EPS estimates fall by 24%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from zł1.05b to zł1.01b. EPS estimate also fell from zł3.44 per share to zł2.61 per share. Net income forecast to grow 787% next year vs 55% growth forecast for Consumer Durables industry in Poland. Consensus price target up from zł41.56 to zł44.23. Share price rose 4.4% to zł45.20 over the past week.Major Estimate Revision • Apr 30Consensus revenue estimates increase by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from zł1.05b to zł1.18b. EPS estimate unchanged at zł3.44. Net income forecast to grow 50% next year vs 50% growth forecast for Consumer Durables industry in Poland. Consensus price target up from zł39.34 to zł41.57. Share price was steady at zł42.10 over the past week.Price Target Changed • Apr 29Price target increased by 8.6% to zł41.57Up from zł38.27, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of zł42.30. Stock is up 24% over the past year. The company is forecast to post earnings per share of zł3.44 for next year compared to zł2.06 last year.すべての更新を表示Recent updatesお知らせ • May 19Archicom S.A., Annual General Meeting, Jun 16, 2026Archicom S.A., Annual General Meeting, Jun 16, 2026, at 12:00 Central European Standard Time.お知らせ • Apr 30Archicom S.A. announces Annual dividend, payable on July 31, 2026Archicom S.A. announced Annual dividend of PLN 1.8000 per share payable on July 31, 2026, ex-date on July 16, 2026 and record date on July 17, 2026.New Risk • Apr 10New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 171% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (6.1% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Payout ratio: 200% Cash payout ratio: 399% Minor Risk Large one-off items impacting financial results.Reported Earnings • Mar 29Full year 2025 earnings releasedFull year 2025 results: Revenue: zł961.7m (up 30% from FY 2024). Net income: zł109.7m (down 8.8% from FY 2024). Profit margin: 11% (down from 16% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 33% per year, which means it is well ahead of earnings.Major Estimate Revision • Feb 24Consensus EPS estimates fall by 41%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from zł1.14b to zł1.11b. EPS estimate also fell from zł3.26 per share to zł1.91 per share. Net income forecast to grow 490% next year vs 14% growth forecast for Consumer Durables industry in Poland. Consensus price target up from zł52.92 to zł55.15. Share price fell 3.0% to zł49.30 over the past week.分析記事 • Feb 13Archicom (WSE:ARH) Seems To Be Using A Lot Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Dec 06Archicom's (WSE:ARH) Weak Earnings May Only Reveal A Part Of The Whole PictureThe subdued market reaction suggests that Archicom S.A.'s ( WSE:ARH ) recent earnings didn't contain any surprises. We...New Risk • Nov 26New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.1x 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 Risks Interest payments are not well covered by earnings (2.1x net interest cover). Dividend is not well covered by earnings and cash flows. Payout ratio: 128% Cash payout ratio: 225% Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (8.2% net profit margin).Reported Earnings • Nov 26Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: zł198.5m (down 18% from 3Q 2024). Net income: zł6.01m (down 84% from 3Q 2024). Profit margin: 3.0% (down from 16% in 3Q 2024). Revenue is forecast to grow 37% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 33% per year, which means it is well ahead of earnings.分析記事 • Oct 16News Flash: Analysts Just Made A Notable Upgrade To Their Archicom S.A. (WSE:ARH) ForecastsArchicom S.A. ( WSE:ARH ) shareholders will have a reason to smile today, with the analysts making substantial upgrades...Major Estimate Revision • Oct 15Consensus revenue estimates increase by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from zł1.01b to zł1.12b. EPS estimate unchanged from zł3.26 at last update. Consumer Durables industry in Poland expected to see average net income growth of 50% next year. Consensus price target of zł52.83 unchanged from last update. Share price fell 3.7% to zł44.70 over the past week.分析記事 • Oct 09Are Investors Undervaluing Archicom S.A. (WSE:ARH) By 36%?Key Insights Using the 2 Stage Free Cash Flow to Equity, Archicom fair value estimate is zł73.01 Current share price of...Reported Earnings • Sep 16Second quarter 2025 earnings released: EPS: zł0.89 (vs zł0.38 loss in 2Q 2024)Second quarter 2025 results: EPS: zł0.89 (up from zł0.38 loss in 2Q 2024). Revenue: zł303.4m (up 487% from 2Q 2024). Net income: zł51.8m (up zł74.1m from 2Q 2024). Profit margin: 17% (up from net loss in 2Q 2024). Revenue is forecast to grow 33% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 36% per year, which means it is well ahead of earnings.Upcoming Dividend • Sep 05Upcoming dividend of zł1.96 per shareEligible shareholders must have bought the stock before 12 September 2025. Payment date: 17 November 2025. Payout ratio is a comfortable 47% but the company is not cash flow positive. Trailing yield: 4.4%. Lower than top quartile of Polish dividend payers (7.3%). Lower than average of industry peers (5.9%).お知らせ • Aug 21Archicom S.A. to Report First Half, 2025 Results on Sep 16, 2025Archicom S.A. announced that they will report first half, 2025 results on Sep 16, 2025Price Target Changed • Aug 19Price target increased by 21% to zł50.30Up from zł41.56, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of zł49.00. Stock is up 76% over the past year. The company is forecast to post earnings per share of zł2.61 for next year compared to zł2.06 last year.New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Polish stocks, typically moving 6.8% 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: Major Risk Interest payments are not well covered by earnings (1.2x net interest cover). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.8% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.3% net profit margin).Buy Or Sell Opportunity • Aug 01Now 22% undervaluedOver the last 90 days, the stock has risen 13% to zł47.00. The fair value is estimated to be zł60.09, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has declined by 19%. For the next 3 years, revenue is forecast to grow by 35% per annum. Earnings are also forecast to grow by 46% per annum over the same time period.分析記事 • Jul 23Is There Now An Opportunity In Archicom S.A. (WSE:ARH)?While Archicom S.A. ( WSE:ARH ) might not have the largest market cap around , it saw a significant share price rise of...Major Estimate Revision • Jul 08Consensus EPS estimates fall by 24%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from zł1.05b to zł1.01b. EPS estimate also fell from zł3.44 per share to zł2.61 per share. Net income forecast to grow 787% next year vs 55% growth forecast for Consumer Durables industry in Poland. Consensus price target up from zł41.56 to zł44.23. Share price rose 4.4% to zł45.20 over the past week.New Risk • Jun 02New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 5.3% Last year net profit margin: 23% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.0x net interest cover). Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.3% net profit margin).分析記事 • May 01Analysts Are Betting On Archicom S.A. (WSE:ARH) With A Big Upgrade This WeekCelebrations may be in order for Archicom S.A. ( WSE:ARH ) shareholders, with the analysts delivering a significant...Major Estimate Revision • Apr 30Consensus revenue estimates increase by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from zł1.05b to zł1.18b. EPS estimate unchanged at zł3.44. Net income forecast to grow 50% next year vs 50% growth forecast for Consumer Durables industry in Poland. Consensus price target up from zł39.34 to zł41.57. Share price was steady at zł42.10 over the past week.Price Target Changed • Apr 29Price target increased by 8.6% to zł41.57Up from zł38.27, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of zł42.30. Stock is up 24% over the past year. The company is forecast to post earnings per share of zł3.44 for next year compared to zł2.06 last year.Reported Earnings • Mar 26Full year 2024 earnings released: EPS: zł2.06 (vs zł6.71 in FY 2023)Full year 2024 results: EPS: zł2.06 (down from zł6.71 in FY 2023). Revenue: zł742.0m (down 33% from FY 2023). Net income: zł120.3m (down 52% from FY 2023). Profit margin: 16% (down from 23% in FY 2023). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.分析記事 • Dec 14Market Might Still Lack Some Conviction On Archicom S.A. (WSE:ARH) Even After 28% Share Price BoostArchicom S.A. ( WSE:ARH ) shares have continued their recent momentum with a 28% gain in the last month alone. The last...Valuation Update With 7 Day Price Move • Dec 11Investor sentiment improves as stock rises 20%After last week's 20% share price gain to zł41.50, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 12x in the Consumer Durables industry in Europe. Total returns to shareholders of 175% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł21.23 per share.分析記事 • Dec 02Archicom's (WSE:ARH) Solid Earnings May Rest On Weak FoundationsThe recent earnings posted by Archicom S.A. ( WSE:ARH ) were solid, but the stock didn't move as much as we expected...Reported Earnings • Nov 26Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: zł242.3m (up 150% from 3Q 2023). Net income: zł38.0m (up 187% from 3Q 2023). Profit margin: 16% (up from 14% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Consumer Durables industry in Poland.Upcoming Dividend • Oct 23Upcoming dividend of zł1.41 per shareEligible shareholders must have bought the stock before 30 October 2024. Payment date: 07 November 2024. Payout ratio is a comfortable 44% but the company is not cash flow positive. Trailing yield: 6.3%. Lower than top quartile of Polish dividend payers (7.8%). Lower than average of industry peers (7.3%).分析記事 • Oct 17Archicom (WSE:ARH) Has A Pretty Healthy Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Major Estimate Revision • Oct 10Consensus EPS estimates increase by 48%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from zł715.0m to zł781.6m. EPS estimate increased from zł1.54 to zł2.28 per share. Net income forecast to shrink 35% next year vs 15% growth forecast for Consumer Durables industry in Poland . Consensus price target broadly unchanged at zł38.27. Share price fell 3.2% to zł29.80 over the past week.Reported Earnings • Sep 17Second quarter 2024 earnings released: zł0.38 loss per share (vs zł1.39 profit in 2Q 2023)Second quarter 2024 results: zł0.38 loss per share (down from zł1.39 profit in 2Q 2023). Revenue: zł51.7m (down 62% from 2Q 2023). Net loss: zł22.4m (down 163% from profit in 2Q 2023). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Aug 11Analysts' Revenue Estimates For Archicom S.A. (WSE:ARH) Are Surging HigherCelebrations may be in order for Archicom S.A. ( WSE:ARH ) shareholders, with the analysts delivering a significant...Major Estimate Revision • Aug 11Consensus revenue estimates increase by 19%The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from zł600.0m to zł715.0m. EPS estimate unchanged at zł1.54. Net income forecast to shrink 60% next year vs 14% growth forecast for Consumer Durables industry in Poland . Consensus price target up from zł35.60 to zł37.60. Share price rose 2.3% to zł31.10 over the past week.Reported Earnings • Jul 14First quarter 2024 earnings released: EPS: zł1.24 (vs zł0.62 in 1Q 2023)First quarter 2024 results: EPS: zł1.24 (up from zł0.62 in 1Q 2023). Revenue: zł273.6m (up 229% from 1Q 2023). Net income: zł72.7m (up 354% from 1Q 2023). Profit margin: 27% (up from 19% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Jul 03Upcoming dividend of zł0.64 per shareEligible shareholders must have bought the stock before 10 July 2024. Payment date: 25 July 2024. Payout ratio is a comfortable 18% but the company is paying out more than the cash it is generating. Trailing yield: 3.2%. Lower than top quartile of Polish dividend payers (7.6%). Lower than average of industry peers (7.0%).お知らせ • Jun 06Archicom Introduces 102 Flats for Pre-Sale in WroclawArchicom has launched pre-sales of 102 flats in Wroclaw. Archicom, at Gwarna 5 in Wroclaw flats ranging in size from 25 to 67 square metres will be available for purchase.分析記事 • May 30Why Archicom's (WSE:ARH) Earnings Are Weaker Than They SeemArchicom S.A. ( WSE:ARH ) recently released a strong earnings report, and the market responded by raising the share...お知らせ • May 23Archicom S.A., Annual General Meeting, Jun 18, 2024Archicom S.A., Annual General Meeting, Jun 18, 2024.分析記事 • May 21Is There Now An Opportunity In Archicom S.A. (WSE:ARH)?Archicom S.A. ( WSE:ARH ), might not be a large cap stock, but it saw a significant share price rise of 43% in the past...Declared Dividend • May 13Final dividend of zł0.64 announcedShareholders will receive a dividend of zł0.64. Ex-date: 10th July 2024 Payment date: 25th July 2024 Dividend yield will be 3.3%, which is lower than the industry average of 7.3%. Sustainability & Growth Dividend is covered by earnings (89% earnings payout ratio) but not covered by cash flows (146% cash payout ratio). The dividend has increased by an average of 16% per year over the past 8 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 11Archicom S.A. Proposes Dividend, Payable on July 25, 2024Archicom S.A. wants to pay a total of PLN 1.1 (EUR 0.26) dividend per share, the company announced in a market filing. management board is proposing that Archicom's annual general meeting set July 11 as the dividend date and July 25, 2024 as the dividend payment date. In total, Archicom wants to allocate PLN 64.3 million (EUR 14.96 million) to the dividend for 2023. This amount consists of PLN 52.64 million (EUR 12.2 million) of net profit from 2023 and funds accumulated in the reserve capital. The final decision on the distribution of profit for the 2023 financial year will be taken by the company's annual general meeting.分析記事 • Apr 16Archicom S.A.'s (WSE:ARH) Price Is Right But Growth Is Lacking After Shares Rocket 25%Archicom S.A. ( WSE:ARH ) shareholders would be excited to see that the share price has had a great month, posting a...Valuation Update With 7 Day Price Move • Mar 27Investor sentiment improves as stock rises 15%After last week's 15% share price gain to zł33.00, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 13x in the Consumer Durables industry in Europe. Total returns to shareholders of 94% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł22.56 per share.お知らせ • Jan 26Archicom Introduces to Offer 159 Flats in LodzArchicom announced that it is launching the sale of 159 flats as part of the next stage of the Zenit investment in Lodz.お知らせ • Jan 23+ 2 more updatesArchicom S.A. to Report Fiscal Year 2023 Results on Mar 26, 2024Archicom S.A. announced that they will report fiscal year 2023 results on Mar 26, 2024Valuation Update With 7 Day Price Move • Nov 29Investor sentiment improves as stock rises 17%After last week's 17% share price gain to zł27.50, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Consumer Durables industry in Poland. Total returns to shareholders of 78% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł46.09 per share.Reported Earnings • Nov 26Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: zł97.0m (down 39% from 3Q 2022). Net income: zł13.2m (down 69% from 3Q 2022). Profit margin: 14% (down from 27% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 32% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.分析記事 • Sep 28Archicom (WSE:ARH) Is Doing The Right Things To Multiply Its Share PriceDid you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...Reported Earnings • Sep 15Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: zł136.3m (up 84% from 2Q 2022). Net income: zł35.6m (up 308% from 2Q 2022). Profit margin: 26% (up from 12% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 40% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Consumer Durables industry in Poland.分析記事 • Aug 25Is Archicom (WSE:ARH) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...New Risk • Jul 26New 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 7.6% 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: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 103% Cash payout ratio: 187% Minor Risk Share price has been volatile over the past 3 months (7.6% average weekly change).Valuation Update With 7 Day Price Move • Jul 25Investor sentiment improves as stock rises 29%After last week's 29% share price gain to zł28.80, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 9x in the Consumer Durables industry in Poland. Total returns to shareholders of 132% over the past three years.分析記事 • Jul 06Rainbows and Unicorns: The Archicom S.A. (WSE:ARH) Analyst Just Became A Lot More OptimisticArchicom S.A. ( WSE:ARH ) shareholders will have a reason to smile today, with the covering analyst making substantial...Upcoming Dividend • Jul 06Upcoming dividend of zł2.12 per share at 13% yieldEligible shareholders must have bought the stock before 13 July 2023. Payment date: 28 July 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 13%. Within top quartile of Polish dividend payers (7.1%). Higher than average of industry peers (9.2%).Major Estimate Revision • Jul 05Consensus revenue estimates increase by 78%The consensus outlook for revenues in fiscal year 2023 has improved. 2023 revenue forecast increased from zł487.3m to zł867.3m. EPS estimate increased from zł2.40 to zł5.16 per share. Net income forecast to grow 110% next year vs 12% decline forecast for Consumer Durables industry in Poland. Consensus price target up from zł17.20 to zł32.44. Share price rose 2.1% to zł24.00 over the past week.お知らせ • May 26Archicom S.A., Annual General Meeting, Jun 23, 2023Archicom S.A., Annual General Meeting, Jun 23, 2023, at 10:00 Central European Standard Time.Reported Earnings • May 24First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: zł83.2m (down 45% from 1Q 2022). Net income: zł16.0m (down 61% from 1Q 2022). Profit margin: 19% (down from 27% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • May 15Archicom (WSE:ARH) Seems To Use Debt Quite SensiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • Mar 28Full year 2022 earnings releasedFull year 2022 results: Revenue: zł499.7m (down 16% from FY 2021). Net income: zł95.2m (down 15% from FY 2021). Profit margin: 19% (in line with FY 2021). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Poland are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 12% per year.お知らせ • Jan 26+ 3 more updatesArchicom S.A. to Report Q1, 2023 Results on May 23, 2023Archicom S.A. announced that they will report Q1, 2023 results on May 23, 2023Upcoming Dividend • Nov 30Upcoming dividend of zł1.09 per shareEligible shareholders must have bought the stock before 07 December 2022. Payment date: 15 December 2022. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 6.4%. Lower than top quartile of Polish dividend payers (8.4%). Lower than average of industry peers (11%).Price Target Changed • Nov 16Price target decreased to zł17.20Down from zł25.65, the current price target is provided by 1 analyst. New target price is 9.7% below last closing price of zł19.05. Stock is down 11% over the past year. The company is forecast to post earnings per share of zł3.81 for next year compared to zł4.36 last year.Reported Earnings • Sep 17Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: zł73.9m (down 2.8% from 2Q 2021). Net income: zł8.72m (up 213% from 2Q 2021). Profit margin: 12% (up from 3.7% in 2Q 2021). The increase in margin was driven by lower expenses.Upcoming Dividend • Jul 06Upcoming dividend of zł0.14 per shareEligible shareholders must have bought the stock before 13 July 2022. Payment date: 29 July 2022. Trailing yield: 7.8%. Lower than top quartile of Polish dividend payers (8.4%). Lower than average of industry peers (9.3%).Price Target Changed • Apr 27Price target decreased to zł18.10Down from zł25.65, the current price target is provided by 1 analyst. New target price is 6.5% below last closing price of zł19.35. Stock is down 15% over the past year. The company is forecast to post earnings per share of zł3.92 for next year compared to zł5.18 last year.Major Estimate Revision • Mar 08Consensus revenue estimates increase by 32%The consensus outlook for revenues in 2021 has improved. 2021 revenue forecast increased from zł445.1m to zł589.0m. EPS estimate increased from zł1.94 to zł3.92 per share. Net income forecast to shrink 10% next year vs 16% decline forecast for Consumer Durables industry in Poland. Consensus price target down from zł25.65 to zł18.10. Share price fell 4.3% to zł18.00 over the past week.Price Target Changed • Mar 07Price target decreased to zł18.10Down from zł25.70, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of zł18.75. Stock is down 20% over the past year. The company is forecast to post earnings per share of zł1.94 for next year compared to zł5.18 last year.Reported Earnings • Nov 25Third quarter 2021 earnings: Revenues miss analyst expectationsThird quarter 2021 results: Revenue: zł117.7m (down 5.3% from 3Q 2020). Net income: zł24.8m (up 13% from 3Q 2020). Profit margin: 21% (up from 18% in 3Q 2020). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 10%. Over the next year, revenue is expected to shrink by 22% compared to a 6.9% decline forecast for the industry in Poland. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Nov 11Upcoming dividend of zł1.24 per shareEligible shareholders must have bought the stock before 18 November 2021. Payment date: 26 November 2021. Trailing yield: 17%. Within top quartile of Polish dividend payers (6.5%). Higher than average of industry peers (7.2%).Reported Earnings • Sep 18Second quarter 2021 earnings releasedThe company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł76.1m (down 10% from 2Q 2020). Net income: zł2.79m (down 93% from 2Q 2020). Profit margin: 3.7% (down from 48% in 2Q 2020). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jul 02Upcoming dividend of zł1.18 per shareEligible shareholders must have bought the stock before 09 July 2021. Payment date: 27 July 2021. Trailing yield: 10%. Within top quartile of Polish dividend payers (5.7%). Higher than average of industry peers (6.0%).Major Estimate Revision • Jun 10Consensus revenue estimates fall to zł445.1mThe consensus outlook for revenues in 2021 has deteriorated. 2021 revenue forecast decreased from zł593.4m to zł445.1m. EPS estimate fell from zł2.80 to zł1.94 per share. Net income forecast to shrink 55% next year vs 3.1% growth forecast for Consumer Durables industry in Poland . Consensus price target up from zł19.40 to zł25.65. Share price was steady at zł23.80 over the past week.Reported Earnings • Apr 11Full year 2020 earnings releasedThe company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: zł669.9m (up 32% from FY 2019). Net income: zł132.8m (up 39% from FY 2019). Profit margin: 20% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 20Echo Investment S.A. (WSE:ECH) signed a preliminary agreement to acquire 66% stake in Archicom S.A. (WSE:ARH).Echo Investment S.A. (WSE:ECH) signed a preliminary agreement to acquire 66% stake in Archicom S.A. (WSE:ARH) on February 18, 2021. The condition for its closing is obtaining the consent of the antimonopoly office. JLL, EY, Dentons and cmT advised Echo Investment in this transaction分析記事 • Feb 11At zł24.30, Is Archicom S.A. (WSE:ARH) Worth Looking At Closely?Archicom S.A. ( WSE:ARH ), might not be a large cap stock, but it received a lot of attention from a substantial price...お知らせ • Jan 29+ 3 more updatesArchicom S.A. to Report Q3, 2021 Results on Nov 26, 2021Archicom S.A. announced that they will report Q3, 2021 results on Nov 26, 2021分析記事 • Jan 24Did You Participate In Any Of Archicom's (WSE:ARH) Fantastic 116% Return ?By buying an index fund, you can roughly match the market return with ease. But many of us dare to dream of bigger...分析記事 • Jan 06Is Archicom (WSE:ARH) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Is New 90 Day High Low • Dec 28New 90-day high: zł23.10The company is up 27% from its price of zł18.15 on 29 September 2020. The Polish market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is zł16.89 per share.分析記事 • Dec 16Archicom S.A.'s (WSE:ARH) Stock's On An Uptrend: Are Strong Financials Guiding The Market?Archicom's (WSE:ARH) stock is up by a considerable 15% over the past three months. Given that the market rewards strong...分析記事 • Dec 01We're Not Counting On Archicom (WSE:ARH) To Sustain Its Statutory ProfitabilityIt might be old fashioned, but we really like to invest in companies that make a profit, each and every year. That...Analyst Estimate Surprise Post Earnings • Nov 20Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) also surpassed analyst estimates by 9.0%. Over the next year, revenue is forecast to grow 21%, compared to a 7.9% growth forecast for the Consumer Durables industry in Poland.Upcoming Dividend • Nov 12Upcoming Dividend of zł2.53 Per ShareWill be paid on the 27th of November to those who are registered shareholders by the 19th of November. The company last paid an ordinary dividend in November 2019. The average dividend yield among industry peers is 7.1%.Is New 90 Day High Low • Nov 10New 90-day high: zł20.10The company is up 3.0% from its price of zł19.60 on 11 August 2020. The Polish market is down 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is zł13.93 per share.Reported Earnings • Sep 19First half earnings releasedOver the last 12 months the company has reported total profits of zł106.4m, up 4.3% from the prior year. Total revenue was zł485.0m over the last 12 months, down 23% from the prior year.業績と収益の成長予測WSE:ARH - 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12/31/20282,590472154167212/31/20272,708570259458212/31/20262,335443-2685212/31/20259621104956N/A9/30/2025698578898N/A6/30/202574289184196N/A3/31/202549026-229-210N/A12/31/2024742120-140-120N/A9/30/20241,352266-342-324N/A6/30/20241,207252-337-319N/A3/31/20241,292299618N/A12/31/20231,101253103113N/A9/30/202343796187195N/A6/30/2023498110199205N/A3/31/2023433804449N/A12/31/2022500957580N/A9/30/20225571172728N/A6/30/2022623132136137N/A3/31/2022689147257257N/A12/31/2021638126250251N/A9/30/2021733124272273N/A6/30/202163494166168N/A3/31/20215811136568N/A12/31/2020670133-25N/A9/30/2020482108-25N/A6/30/2020485106-74-67N/A3/31/202063812316N/A12/31/2019508961719N/A9/30/2019688120N/A57N/A6/30/2019628102N/A133N/A3/31/201946650N/A79N/A12/31/201848453N/A109N/A9/30/201837423N/A83N/A6/30/201836453N/A23N/A3/31/201835560N/A14N/A12/31/201733056N/A-1N/A9/30/201733559N/A-31N/A6/30/201734436N/A-43N/A3/31/201732341N/A-17N/A12/31/201628237N/A-18N/A9/30/201619337N/A-2N/A6/30/201616334N/A32N/A3/31/201612718N/A-19N/A12/31/201515726N/A-36N/A9/30/201513130N/A-26N/A6/30/201513941N/A-26N/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: ARHの予測収益成長率 (年間37.1% ) は 貯蓄率 ( 5.3% ) を上回っています。収益対市場: ARHの収益 ( 37.1% ) はPolish市場 ( 12.4% ) 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: ARH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: ARHの収益 ( 24.5% ) Polish市場 ( 4.5% ) よりも速いペースで成長すると予測されています。高い収益成長: ARHの収益 ( 24.5% ) 20%よりも速いペースで成長すると予測されています。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: ARH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 ( 24.6 %)成長企業の発掘7D1Y7D1Y7D1YConsumer-durables 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2026/05/21 17:33終値2026/05/21 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Archicom S.A. 2 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。4 アナリスト機関Beata Szparaga-WasniewskaBiuro maklerskie mBankuCezary BernatekErste Group Bank AGAdrian GórniakIpopema Securities S.A.1 その他のアナリストを表示
Major Estimate Revision • Feb 24Consensus EPS estimates fall by 41%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from zł1.14b to zł1.11b. EPS estimate also fell from zł3.26 per share to zł1.91 per share. Net income forecast to grow 490% next year vs 14% growth forecast for Consumer Durables industry in Poland. Consensus price target up from zł52.92 to zł55.15. Share price fell 3.0% to zł49.30 over the past week.
Major Estimate Revision • Oct 15Consensus revenue estimates increase by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from zł1.01b to zł1.12b. EPS estimate unchanged from zł3.26 at last update. Consumer Durables industry in Poland expected to see average net income growth of 50% next year. Consensus price target of zł52.83 unchanged from last update. Share price fell 3.7% to zł44.70 over the past week.
Price Target Changed • Aug 19Price target increased by 21% to zł50.30Up from zł41.56, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of zł49.00. Stock is up 76% over the past year. The company is forecast to post earnings per share of zł2.61 for next year compared to zł2.06 last year.
Major Estimate Revision • Jul 08Consensus EPS estimates fall by 24%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from zł1.05b to zł1.01b. EPS estimate also fell from zł3.44 per share to zł2.61 per share. Net income forecast to grow 787% next year vs 55% growth forecast for Consumer Durables industry in Poland. Consensus price target up from zł41.56 to zł44.23. Share price rose 4.4% to zł45.20 over the past week.
Major Estimate Revision • Apr 30Consensus revenue estimates increase by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from zł1.05b to zł1.18b. EPS estimate unchanged at zł3.44. Net income forecast to grow 50% next year vs 50% growth forecast for Consumer Durables industry in Poland. Consensus price target up from zł39.34 to zł41.57. Share price was steady at zł42.10 over the past week.
Price Target Changed • Apr 29Price target increased by 8.6% to zł41.57Up from zł38.27, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of zł42.30. Stock is up 24% over the past year. The company is forecast to post earnings per share of zł3.44 for next year compared to zł2.06 last year.
お知らせ • May 19Archicom S.A., Annual General Meeting, Jun 16, 2026Archicom S.A., Annual General Meeting, Jun 16, 2026, at 12:00 Central European Standard Time.
お知らせ • Apr 30Archicom S.A. announces Annual dividend, payable on July 31, 2026Archicom S.A. announced Annual dividend of PLN 1.8000 per share payable on July 31, 2026, ex-date on July 16, 2026 and record date on July 17, 2026.
New Risk • Apr 10New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 171% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (6.1% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Payout ratio: 200% Cash payout ratio: 399% Minor Risk Large one-off items impacting financial results.
Reported Earnings • Mar 29Full year 2025 earnings releasedFull year 2025 results: Revenue: zł961.7m (up 30% from FY 2024). Net income: zł109.7m (down 8.8% from FY 2024). Profit margin: 11% (down from 16% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 33% per year, which means it is well ahead of earnings.
Major Estimate Revision • Feb 24Consensus EPS estimates fall by 41%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from zł1.14b to zł1.11b. EPS estimate also fell from zł3.26 per share to zł1.91 per share. Net income forecast to grow 490% next year vs 14% growth forecast for Consumer Durables industry in Poland. Consensus price target up from zł52.92 to zł55.15. Share price fell 3.0% to zł49.30 over the past week.
分析記事 • Feb 13Archicom (WSE:ARH) Seems To Be Using A Lot Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Dec 06Archicom's (WSE:ARH) Weak Earnings May Only Reveal A Part Of The Whole PictureThe subdued market reaction suggests that Archicom S.A.'s ( WSE:ARH ) recent earnings didn't contain any surprises. We...
New Risk • Nov 26New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.1x 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 Risks Interest payments are not well covered by earnings (2.1x net interest cover). Dividend is not well covered by earnings and cash flows. Payout ratio: 128% Cash payout ratio: 225% Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (8.2% net profit margin).
Reported Earnings • Nov 26Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: zł198.5m (down 18% from 3Q 2024). Net income: zł6.01m (down 84% from 3Q 2024). Profit margin: 3.0% (down from 16% in 3Q 2024). Revenue is forecast to grow 37% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 33% per year, which means it is well ahead of earnings.
分析記事 • Oct 16News Flash: Analysts Just Made A Notable Upgrade To Their Archicom S.A. (WSE:ARH) ForecastsArchicom S.A. ( WSE:ARH ) shareholders will have a reason to smile today, with the analysts making substantial upgrades...
Major Estimate Revision • Oct 15Consensus revenue estimates increase by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from zł1.01b to zł1.12b. EPS estimate unchanged from zł3.26 at last update. Consumer Durables industry in Poland expected to see average net income growth of 50% next year. Consensus price target of zł52.83 unchanged from last update. Share price fell 3.7% to zł44.70 over the past week.
分析記事 • Oct 09Are Investors Undervaluing Archicom S.A. (WSE:ARH) By 36%?Key Insights Using the 2 Stage Free Cash Flow to Equity, Archicom fair value estimate is zł73.01 Current share price of...
Reported Earnings • Sep 16Second quarter 2025 earnings released: EPS: zł0.89 (vs zł0.38 loss in 2Q 2024)Second quarter 2025 results: EPS: zł0.89 (up from zł0.38 loss in 2Q 2024). Revenue: zł303.4m (up 487% from 2Q 2024). Net income: zł51.8m (up zł74.1m from 2Q 2024). Profit margin: 17% (up from net loss in 2Q 2024). Revenue is forecast to grow 33% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 36% per year, which means it is well ahead of earnings.
Upcoming Dividend • Sep 05Upcoming dividend of zł1.96 per shareEligible shareholders must have bought the stock before 12 September 2025. Payment date: 17 November 2025. Payout ratio is a comfortable 47% but the company is not cash flow positive. Trailing yield: 4.4%. Lower than top quartile of Polish dividend payers (7.3%). Lower than average of industry peers (5.9%).
お知らせ • Aug 21Archicom S.A. to Report First Half, 2025 Results on Sep 16, 2025Archicom S.A. announced that they will report first half, 2025 results on Sep 16, 2025
Price Target Changed • Aug 19Price target increased by 21% to zł50.30Up from zł41.56, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of zł49.00. Stock is up 76% over the past year. The company is forecast to post earnings per share of zł2.61 for next year compared to zł2.06 last year.
New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Polish stocks, typically moving 6.8% 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: Major Risk Interest payments are not well covered by earnings (1.2x net interest cover). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.8% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.3% net profit margin).
Buy Or Sell Opportunity • Aug 01Now 22% undervaluedOver the last 90 days, the stock has risen 13% to zł47.00. The fair value is estimated to be zł60.09, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has declined by 19%. For the next 3 years, revenue is forecast to grow by 35% per annum. Earnings are also forecast to grow by 46% per annum over the same time period.
分析記事 • Jul 23Is There Now An Opportunity In Archicom S.A. (WSE:ARH)?While Archicom S.A. ( WSE:ARH ) might not have the largest market cap around , it saw a significant share price rise of...
Major Estimate Revision • Jul 08Consensus EPS estimates fall by 24%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from zł1.05b to zł1.01b. EPS estimate also fell from zł3.44 per share to zł2.61 per share. Net income forecast to grow 787% next year vs 55% growth forecast for Consumer Durables industry in Poland. Consensus price target up from zł41.56 to zł44.23. Share price rose 4.4% to zł45.20 over the past week.
New Risk • Jun 02New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 5.3% Last year net profit margin: 23% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.0x net interest cover). Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.3% net profit margin).
分析記事 • May 01Analysts Are Betting On Archicom S.A. (WSE:ARH) With A Big Upgrade This WeekCelebrations may be in order for Archicom S.A. ( WSE:ARH ) shareholders, with the analysts delivering a significant...
Major Estimate Revision • Apr 30Consensus revenue estimates increase by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from zł1.05b to zł1.18b. EPS estimate unchanged at zł3.44. Net income forecast to grow 50% next year vs 50% growth forecast for Consumer Durables industry in Poland. Consensus price target up from zł39.34 to zł41.57. Share price was steady at zł42.10 over the past week.
Price Target Changed • Apr 29Price target increased by 8.6% to zł41.57Up from zł38.27, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of zł42.30. Stock is up 24% over the past year. The company is forecast to post earnings per share of zł3.44 for next year compared to zł2.06 last year.
Reported Earnings • Mar 26Full year 2024 earnings released: EPS: zł2.06 (vs zł6.71 in FY 2023)Full year 2024 results: EPS: zł2.06 (down from zł6.71 in FY 2023). Revenue: zł742.0m (down 33% from FY 2023). Net income: zł120.3m (down 52% from FY 2023). Profit margin: 16% (down from 23% in FY 2023). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.
分析記事 • Dec 14Market Might Still Lack Some Conviction On Archicom S.A. (WSE:ARH) Even After 28% Share Price BoostArchicom S.A. ( WSE:ARH ) shares have continued their recent momentum with a 28% gain in the last month alone. The last...
Valuation Update With 7 Day Price Move • Dec 11Investor sentiment improves as stock rises 20%After last week's 20% share price gain to zł41.50, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 12x in the Consumer Durables industry in Europe. Total returns to shareholders of 175% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł21.23 per share.
分析記事 • Dec 02Archicom's (WSE:ARH) Solid Earnings May Rest On Weak FoundationsThe recent earnings posted by Archicom S.A. ( WSE:ARH ) were solid, but the stock didn't move as much as we expected...
Reported Earnings • Nov 26Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: zł242.3m (up 150% from 3Q 2023). Net income: zł38.0m (up 187% from 3Q 2023). Profit margin: 16% (up from 14% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Consumer Durables industry in Poland.
Upcoming Dividend • Oct 23Upcoming dividend of zł1.41 per shareEligible shareholders must have bought the stock before 30 October 2024. Payment date: 07 November 2024. Payout ratio is a comfortable 44% but the company is not cash flow positive. Trailing yield: 6.3%. Lower than top quartile of Polish dividend payers (7.8%). Lower than average of industry peers (7.3%).
分析記事 • Oct 17Archicom (WSE:ARH) Has A Pretty Healthy Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Major Estimate Revision • Oct 10Consensus EPS estimates increase by 48%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from zł715.0m to zł781.6m. EPS estimate increased from zł1.54 to zł2.28 per share. Net income forecast to shrink 35% next year vs 15% growth forecast for Consumer Durables industry in Poland . Consensus price target broadly unchanged at zł38.27. Share price fell 3.2% to zł29.80 over the past week.
Reported Earnings • Sep 17Second quarter 2024 earnings released: zł0.38 loss per share (vs zł1.39 profit in 2Q 2023)Second quarter 2024 results: zł0.38 loss per share (down from zł1.39 profit in 2Q 2023). Revenue: zł51.7m (down 62% from 2Q 2023). Net loss: zł22.4m (down 163% from profit in 2Q 2023). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Aug 11Analysts' Revenue Estimates For Archicom S.A. (WSE:ARH) Are Surging HigherCelebrations may be in order for Archicom S.A. ( WSE:ARH ) shareholders, with the analysts delivering a significant...
Major Estimate Revision • Aug 11Consensus revenue estimates increase by 19%The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from zł600.0m to zł715.0m. EPS estimate unchanged at zł1.54. Net income forecast to shrink 60% next year vs 14% growth forecast for Consumer Durables industry in Poland . Consensus price target up from zł35.60 to zł37.60. Share price rose 2.3% to zł31.10 over the past week.
Reported Earnings • Jul 14First quarter 2024 earnings released: EPS: zł1.24 (vs zł0.62 in 1Q 2023)First quarter 2024 results: EPS: zł1.24 (up from zł0.62 in 1Q 2023). Revenue: zł273.6m (up 229% from 1Q 2023). Net income: zł72.7m (up 354% from 1Q 2023). Profit margin: 27% (up from 19% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Jul 03Upcoming dividend of zł0.64 per shareEligible shareholders must have bought the stock before 10 July 2024. Payment date: 25 July 2024. Payout ratio is a comfortable 18% but the company is paying out more than the cash it is generating. Trailing yield: 3.2%. Lower than top quartile of Polish dividend payers (7.6%). Lower than average of industry peers (7.0%).
お知らせ • Jun 06Archicom Introduces 102 Flats for Pre-Sale in WroclawArchicom has launched pre-sales of 102 flats in Wroclaw. Archicom, at Gwarna 5 in Wroclaw flats ranging in size from 25 to 67 square metres will be available for purchase.
分析記事 • May 30Why Archicom's (WSE:ARH) Earnings Are Weaker Than They SeemArchicom S.A. ( WSE:ARH ) recently released a strong earnings report, and the market responded by raising the share...
お知らせ • May 23Archicom S.A., Annual General Meeting, Jun 18, 2024Archicom S.A., Annual General Meeting, Jun 18, 2024.
分析記事 • May 21Is There Now An Opportunity In Archicom S.A. (WSE:ARH)?Archicom S.A. ( WSE:ARH ), might not be a large cap stock, but it saw a significant share price rise of 43% in the past...
Declared Dividend • May 13Final dividend of zł0.64 announcedShareholders will receive a dividend of zł0.64. Ex-date: 10th July 2024 Payment date: 25th July 2024 Dividend yield will be 3.3%, which is lower than the industry average of 7.3%. Sustainability & Growth Dividend is covered by earnings (89% earnings payout ratio) but not covered by cash flows (146% cash payout ratio). The dividend has increased by an average of 16% per year over the past 8 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 11Archicom S.A. Proposes Dividend, Payable on July 25, 2024Archicom S.A. wants to pay a total of PLN 1.1 (EUR 0.26) dividend per share, the company announced in a market filing. management board is proposing that Archicom's annual general meeting set July 11 as the dividend date and July 25, 2024 as the dividend payment date. In total, Archicom wants to allocate PLN 64.3 million (EUR 14.96 million) to the dividend for 2023. This amount consists of PLN 52.64 million (EUR 12.2 million) of net profit from 2023 and funds accumulated in the reserve capital. The final decision on the distribution of profit for the 2023 financial year will be taken by the company's annual general meeting.
分析記事 • Apr 16Archicom S.A.'s (WSE:ARH) Price Is Right But Growth Is Lacking After Shares Rocket 25%Archicom S.A. ( WSE:ARH ) shareholders would be excited to see that the share price has had a great month, posting a...
Valuation Update With 7 Day Price Move • Mar 27Investor sentiment improves as stock rises 15%After last week's 15% share price gain to zł33.00, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 13x in the Consumer Durables industry in Europe. Total returns to shareholders of 94% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł22.56 per share.
お知らせ • Jan 26Archicom Introduces to Offer 159 Flats in LodzArchicom announced that it is launching the sale of 159 flats as part of the next stage of the Zenit investment in Lodz.
お知らせ • Jan 23+ 2 more updatesArchicom S.A. to Report Fiscal Year 2023 Results on Mar 26, 2024Archicom S.A. announced that they will report fiscal year 2023 results on Mar 26, 2024
Valuation Update With 7 Day Price Move • Nov 29Investor sentiment improves as stock rises 17%After last week's 17% share price gain to zł27.50, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Consumer Durables industry in Poland. Total returns to shareholders of 78% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł46.09 per share.
Reported Earnings • Nov 26Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: zł97.0m (down 39% from 3Q 2022). Net income: zł13.2m (down 69% from 3Q 2022). Profit margin: 14% (down from 27% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 32% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
分析記事 • Sep 28Archicom (WSE:ARH) Is Doing The Right Things To Multiply Its Share PriceDid you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...
Reported Earnings • Sep 15Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: zł136.3m (up 84% from 2Q 2022). Net income: zł35.6m (up 308% from 2Q 2022). Profit margin: 26% (up from 12% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 40% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Consumer Durables industry in Poland.
分析記事 • Aug 25Is Archicom (WSE:ARH) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
New Risk • Jul 26New 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 7.6% 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: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 103% Cash payout ratio: 187% Minor Risk Share price has been volatile over the past 3 months (7.6% average weekly change).
Valuation Update With 7 Day Price Move • Jul 25Investor sentiment improves as stock rises 29%After last week's 29% share price gain to zł28.80, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 9x in the Consumer Durables industry in Poland. Total returns to shareholders of 132% over the past three years.
分析記事 • Jul 06Rainbows and Unicorns: The Archicom S.A. (WSE:ARH) Analyst Just Became A Lot More OptimisticArchicom S.A. ( WSE:ARH ) shareholders will have a reason to smile today, with the covering analyst making substantial...
Upcoming Dividend • Jul 06Upcoming dividend of zł2.12 per share at 13% yieldEligible shareholders must have bought the stock before 13 July 2023. Payment date: 28 July 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 13%. Within top quartile of Polish dividend payers (7.1%). Higher than average of industry peers (9.2%).
Major Estimate Revision • Jul 05Consensus revenue estimates increase by 78%The consensus outlook for revenues in fiscal year 2023 has improved. 2023 revenue forecast increased from zł487.3m to zł867.3m. EPS estimate increased from zł2.40 to zł5.16 per share. Net income forecast to grow 110% next year vs 12% decline forecast for Consumer Durables industry in Poland. Consensus price target up from zł17.20 to zł32.44. Share price rose 2.1% to zł24.00 over the past week.
お知らせ • May 26Archicom S.A., Annual General Meeting, Jun 23, 2023Archicom S.A., Annual General Meeting, Jun 23, 2023, at 10:00 Central European Standard Time.
Reported Earnings • May 24First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: zł83.2m (down 45% from 1Q 2022). Net income: zł16.0m (down 61% from 1Q 2022). Profit margin: 19% (down from 27% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • May 15Archicom (WSE:ARH) Seems To Use Debt Quite SensiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Mar 28Full year 2022 earnings releasedFull year 2022 results: Revenue: zł499.7m (down 16% from FY 2021). Net income: zł95.2m (down 15% from FY 2021). Profit margin: 19% (in line with FY 2021). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Poland are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 12% per year.
お知らせ • Jan 26+ 3 more updatesArchicom S.A. to Report Q1, 2023 Results on May 23, 2023Archicom S.A. announced that they will report Q1, 2023 results on May 23, 2023
Upcoming Dividend • Nov 30Upcoming dividend of zł1.09 per shareEligible shareholders must have bought the stock before 07 December 2022. Payment date: 15 December 2022. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 6.4%. Lower than top quartile of Polish dividend payers (8.4%). Lower than average of industry peers (11%).
Price Target Changed • Nov 16Price target decreased to zł17.20Down from zł25.65, the current price target is provided by 1 analyst. New target price is 9.7% below last closing price of zł19.05. Stock is down 11% over the past year. The company is forecast to post earnings per share of zł3.81 for next year compared to zł4.36 last year.
Reported Earnings • Sep 17Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: zł73.9m (down 2.8% from 2Q 2021). Net income: zł8.72m (up 213% from 2Q 2021). Profit margin: 12% (up from 3.7% in 2Q 2021). The increase in margin was driven by lower expenses.
Upcoming Dividend • Jul 06Upcoming dividend of zł0.14 per shareEligible shareholders must have bought the stock before 13 July 2022. Payment date: 29 July 2022. Trailing yield: 7.8%. Lower than top quartile of Polish dividend payers (8.4%). Lower than average of industry peers (9.3%).
Price Target Changed • Apr 27Price target decreased to zł18.10Down from zł25.65, the current price target is provided by 1 analyst. New target price is 6.5% below last closing price of zł19.35. Stock is down 15% over the past year. The company is forecast to post earnings per share of zł3.92 for next year compared to zł5.18 last year.
Major Estimate Revision • Mar 08Consensus revenue estimates increase by 32%The consensus outlook for revenues in 2021 has improved. 2021 revenue forecast increased from zł445.1m to zł589.0m. EPS estimate increased from zł1.94 to zł3.92 per share. Net income forecast to shrink 10% next year vs 16% decline forecast for Consumer Durables industry in Poland. Consensus price target down from zł25.65 to zł18.10. Share price fell 4.3% to zł18.00 over the past week.
Price Target Changed • Mar 07Price target decreased to zł18.10Down from zł25.70, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of zł18.75. Stock is down 20% over the past year. The company is forecast to post earnings per share of zł1.94 for next year compared to zł5.18 last year.
Reported Earnings • Nov 25Third quarter 2021 earnings: Revenues miss analyst expectationsThird quarter 2021 results: Revenue: zł117.7m (down 5.3% from 3Q 2020). Net income: zł24.8m (up 13% from 3Q 2020). Profit margin: 21% (up from 18% in 3Q 2020). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 10%. Over the next year, revenue is expected to shrink by 22% compared to a 6.9% decline forecast for the industry in Poland. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Nov 11Upcoming dividend of zł1.24 per shareEligible shareholders must have bought the stock before 18 November 2021. Payment date: 26 November 2021. Trailing yield: 17%. Within top quartile of Polish dividend payers (6.5%). Higher than average of industry peers (7.2%).
Reported Earnings • Sep 18Second quarter 2021 earnings releasedThe company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł76.1m (down 10% from 2Q 2020). Net income: zł2.79m (down 93% from 2Q 2020). Profit margin: 3.7% (down from 48% in 2Q 2020). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jul 02Upcoming dividend of zł1.18 per shareEligible shareholders must have bought the stock before 09 July 2021. Payment date: 27 July 2021. Trailing yield: 10%. Within top quartile of Polish dividend payers (5.7%). Higher than average of industry peers (6.0%).
Major Estimate Revision • Jun 10Consensus revenue estimates fall to zł445.1mThe consensus outlook for revenues in 2021 has deteriorated. 2021 revenue forecast decreased from zł593.4m to zł445.1m. EPS estimate fell from zł2.80 to zł1.94 per share. Net income forecast to shrink 55% next year vs 3.1% growth forecast for Consumer Durables industry in Poland . Consensus price target up from zł19.40 to zł25.65. Share price was steady at zł23.80 over the past week.
Reported Earnings • Apr 11Full year 2020 earnings releasedThe company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: zł669.9m (up 32% from FY 2019). Net income: zł132.8m (up 39% from FY 2019). Profit margin: 20% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 20Echo Investment S.A. (WSE:ECH) signed a preliminary agreement to acquire 66% stake in Archicom S.A. (WSE:ARH).Echo Investment S.A. (WSE:ECH) signed a preliminary agreement to acquire 66% stake in Archicom S.A. (WSE:ARH) on February 18, 2021. The condition for its closing is obtaining the consent of the antimonopoly office. JLL, EY, Dentons and cmT advised Echo Investment in this transaction
分析記事 • Feb 11At zł24.30, Is Archicom S.A. (WSE:ARH) Worth Looking At Closely?Archicom S.A. ( WSE:ARH ), might not be a large cap stock, but it received a lot of attention from a substantial price...
お知らせ • Jan 29+ 3 more updatesArchicom S.A. to Report Q3, 2021 Results on Nov 26, 2021Archicom S.A. announced that they will report Q3, 2021 results on Nov 26, 2021
分析記事 • Jan 24Did You Participate In Any Of Archicom's (WSE:ARH) Fantastic 116% Return ?By buying an index fund, you can roughly match the market return with ease. But many of us dare to dream of bigger...
分析記事 • Jan 06Is Archicom (WSE:ARH) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Is New 90 Day High Low • Dec 28New 90-day high: zł23.10The company is up 27% from its price of zł18.15 on 29 September 2020. The Polish market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is zł16.89 per share.
分析記事 • Dec 16Archicom S.A.'s (WSE:ARH) Stock's On An Uptrend: Are Strong Financials Guiding The Market?Archicom's (WSE:ARH) stock is up by a considerable 15% over the past three months. Given that the market rewards strong...
分析記事 • Dec 01We're Not Counting On Archicom (WSE:ARH) To Sustain Its Statutory ProfitabilityIt might be old fashioned, but we really like to invest in companies that make a profit, each and every year. That...
Analyst Estimate Surprise Post Earnings • Nov 20Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) also surpassed analyst estimates by 9.0%. Over the next year, revenue is forecast to grow 21%, compared to a 7.9% growth forecast for the Consumer Durables industry in Poland.
Upcoming Dividend • Nov 12Upcoming Dividend of zł2.53 Per ShareWill be paid on the 27th of November to those who are registered shareholders by the 19th of November. The company last paid an ordinary dividend in November 2019. The average dividend yield among industry peers is 7.1%.
Is New 90 Day High Low • Nov 10New 90-day high: zł20.10The company is up 3.0% from its price of zł19.60 on 11 August 2020. The Polish market is down 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is zł13.93 per share.
Reported Earnings • Sep 19First half earnings releasedOver the last 12 months the company has reported total profits of zł106.4m, up 4.3% from the prior year. Total revenue was zł485.0m over the last 12 months, down 23% from the prior year.