View ValuationDom Development 将来の成長Future 基準チェック /26Dom Development利益と収益がそれぞれ年間2.3%と5.4%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26% 4.5%なると予測されています。主要情報2.3%収益成長率4.47%EPS成長率Consumer Durables 収益成長16.2%収益成長率5.4%将来の株主資本利益率25.95%アナリストカバレッジGood最終更新日14 May 2026今後の成長に関する最新情報Major Estimate Revision • Jul 05Consensus revenue estimates increase by 11%The consensus outlook for revenues in fiscal year 2024 has improved. 2024 revenue forecast increased from zł2.96b to zł3.29b. EPS estimate increased from zł20.69 to zł20.91 per share. Net income forecast to grow 28% next year vs 9.6% growth forecast for Consumer Durables industry in Poland. Consensus price target up from zł195 to zł203. Share price was steady at zł173 over the past week.Price Target Changed • May 10Price target increased by 7.9% to zł195Up from zł180, the current price target is an average from 5 analysts. New target price is 8.8% above last closing price of zł179. Stock is up 28% over the past year. The company is forecast to post earnings per share of zł21.60 for next year compared to zł17.94 last year.Major Estimate Revision • Apr 16Consensus EPS estimates increase by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from zł2.84b to zł2.90b. EPS estimate increased from zł18.10 to zł21.60 per share. Net income forecast to grow 12% next year vs 3.1% growth forecast for Consumer Durables industry in Poland. Consensus price target up from zł180 to zł187. Share price was steady at zł181 over the past week.Price Target Changed • Mar 20Price target decreased by 11% to zł157Down from zł177, the current price target is an average from 5 analysts. New target price is 6.4% below last closing price of zł168. Stock is up 40% over the past year. The company is forecast to post earnings per share of zł18.10 for next year compared to zł17.94 last year.Major Estimate Revision • Sep 08Consensus EPS estimates increase by 11%, revenue downgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from zł2.58b to zł2.52b. EPS estimate rose from zł14.85 to zł16.52. Net income forecast to grow 2.8% next year vs 2.8% growth forecast for Consumer Durables industry in Poland. Consensus price target up from zł140 to zł166. Share price was steady at zł156 over the past week.Price Target Changed • Sep 07Price target increased by 19% to zł166Up from zł140, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of zł161. Stock is up 82% over the past year. The company is forecast to post earnings per share of zł16.52 for next year compared to zł16.07 last year.すべての更新を表示Recent updatesBuy Or Sell Opportunity • May 12Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.7% to zł259. The fair value is estimated to be zł324, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 2.3% per annum over the same time period.Buy Or Sell Opportunity • Apr 21Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.0% to zł248. The fair value is estimated to be zł312, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings are also forecast to grow by 2.0% per annum over the same time period.分析記事 • Mar 25Impressive Earnings May Not Tell The Whole Story For Dom Development (WSE:DOM)Dom Development S.A.'s ( WSE:DOM ) robust earnings report didn't manage to move the market for its stock. Our analysis...Declared Dividend • Mar 19Final dividend of zł7.00 announcedDividend of zł7.00 is the same as last year. Ex-date: 24th June 2026 Payment date: 2nd July 2026 Dividend yield will be 5.9%, which is lower than the industry average of 7.3%. Sustainability & Growth Dividend is covered by earnings (56% earnings payout ratio) but not covered by cash flows (191% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 18% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 18Full year 2025 earnings released: EPS: zł25.36 (vs zł22.07 in FY 2024)Full year 2025 results: EPS: zł25.36 (up from zł22.07 in FY 2024). Revenue: zł3.26b (up 2.8% from FY 2024). Net income: zł654.2m (up 15% from FY 2024). Profit margin: 20% (up from 18% in FY 2024). Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 03Dom Development S.A. to Report Q1, 2026 Results on May 14, 2026Dom Development S.A. announced that they will report Q1, 2026 results on May 14, 2026分析記事 • Feb 12Dom Development S.A. (WSE:DOM) Shares Could Be 21% Below Their Intrinsic Value EstimateKey Insights Using the 2 Stage Free Cash Flow to Equity, Dom Development fair value estimate is zł352 Dom Development's...分析記事 • Jan 09Investors Shouldn't Overlook Dom Development's (WSE:DOM) Impressive Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...分析記事 • Dec 22Dom Development S.A.'s (WSE:DOM) Business And Shares Still Trailing The MarketDom Development S.A.'s ( WSE:DOM ) price-to-earnings (or "P/E") ratio of 9.9x might make it look like a buy right now...Upcoming Dividend • Nov 24Upcoming dividend of zł7.00 per shareEligible shareholders must have bought the stock before 01 December 2025. Payment date: 09 December 2025. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 4.9%. Lower than top quartile of Polish dividend payers (7.4%). Lower than average of industry peers (6.3%).Reported Earnings • Nov 21Third quarter 2025 earnings released: EPS: zł4.99 (vs zł2.51 in 3Q 2024)Third quarter 2025 results: EPS: zł4.99 (up from zł2.51 in 3Q 2024). Revenue: zł706.6m (up 47% from 3Q 2024). Net income: zł128.6m (up 99% from 3Q 2024). Profit margin: 18% (up from 13% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Nov 04Here's Why Dom Development (WSE:DOM) Can Manage Its Debt ResponsiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Buy Or Sell Opportunity • Oct 17Now 24% undervaluedThe stock has been flat over the last 90 days, currently trading at zł237. The fair value is estimated to be zł310, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 6.6% per annum. Earnings are also forecast to grow by 2.8% per annum over the same time period.Declared Dividend • Oct 08First half dividend of zł7.00 announcedShareholders will receive a dividend of zł7.00. Ex-date: 1st December 2025 Payment date: 9th December 2025 Dividend yield will be 5.9%, which is lower than the industry average of 7.3%. Sustainability & Growth Dividend is covered by earnings (31% earnings payout ratio) but not covered by cash flows (114% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Sep 15Is Dom Development S.A. (WSE:DOM) Trading At A 25% Discount?Key Insights The projected fair value for Dom Development is zł307 based on 2 Stage Free Cash Flow to Equity Dom...Reported Earnings • Aug 31Second quarter 2025 earnings released: EPS: zł3.77 (vs zł3.64 in 2Q 2024)Second quarter 2025 results: EPS: zł3.77 (up from zł3.64 in 2Q 2024). Revenue: zł552.1m (down 17% from 2Q 2024). Net income: zł97.3m (up 3.7% from 2Q 2024). Profit margin: 18% (up from 14% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.3% 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 increased by 19% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Aug 29New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future. Minor Risk Dividend is not well covered by cash flows (103% cash payout ratio).分析記事 • Jul 05Dom Development S.A.'s (WSE:DOM) Business And Shares Still Trailing The MarketDom Development S.A.'s ( WSE:DOM ) price-to-earnings (or "P/E") ratio of 10.4x might make it look like a buy right now...Upcoming Dividend • Jun 17Upcoming dividend of zł7.00 per shareEligible shareholders must have bought the stock before 24 June 2025. Payment date: 03 July 2025. Payout ratio is a comfortable 65% but the company is paying out more than the cash it is generating. Trailing yield: 5.3%. Lower than top quartile of Polish dividend payers (7.6%). In line with average of industry peers (5.8%).分析記事 • May 23Is Dom Development (WSE:DOM) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • May 15First quarter 2025 earnings released: EPS: zł5.75 (vs zł5.33 in 1Q 2024)First quarter 2025 results: EPS: zł5.75 (up from zł5.33 in 1Q 2024). Revenue: zł741.9m (up 5.1% from 1Q 2024). Net income: zł148.4m (up 8.1% from 1Q 2024). Profit margin: 20% (in line with 1Q 2024). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 09Dom Development S.A., Annual General Meeting, Jun 12, 2025Dom Development S.A., Annual General Meeting, Jun 12, 2025.分析記事 • May 06Do Dom Development's (WSE:DOM) Earnings Warrant Your Attention?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Declared Dividend • Mar 20Final dividend of zł7.00 announcedShareholders will receive a dividend of zł7.00. Ex-date: 24th June 2025 Payment date: 3rd July 2025 Dividend yield will be 6.0%, which is lower than the industry average of 7.3%. Sustainability & Growth Dividend is covered by earnings (34% earnings payout ratio) but not adequately covered by cash flows (94% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 19Full year 2024 earnings released: EPS: zł22.07 (vs zł17.94 in FY 2023)Full year 2024 results: EPS: zł22.07 (up from zł17.94 in FY 2023). Revenue: zł3.17b (up 24% from FY 2023). Net income: zł569.1m (up 24% from FY 2023). Profit margin: 18% (in line with FY 2023). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Mar 12Sentiment Still Eluding Dom Development S.A. (WSE:DOM)When close to half the companies in Poland have price-to-earnings ratios (or "P/E's") above 13x, you may consider Dom...Buy Or Sell Opportunity • Feb 24Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at zł199. The fair value is estimated to be zł250, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 8.7% per annum over the same time period.分析記事 • Feb 18Dom Development (WSE:DOM) Might Become A Compounding MachineIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...Buy Or Sell Opportunity • Feb 05Now 21% undervaluedOver the last 90 days, the stock has risen 6.8% to zł208. The fair value is estimated to be zł263, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 8.7% per annum over the same time period.お知らせ • Jan 10+ 1 more updateDom Development S.A. to Report Q3, 2025 Results on Nov 20, 2025Dom Development S.A. announced that they will report Q3, 2025 results on Nov 20, 2025お知らせ • Jan 09+ 1 more updateDom Development S.A. to Report Q1, 2025 Results on May 15, 2025Dom Development S.A. announced that they will report Q1, 2025 results on May 15, 2025Upcoming Dividend • Dec 04Upcoming dividend of zł6.00 per shareEligible shareholders must have bought the stock before 11 December 2024. Payment date: 18 December 2024. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 6.2%. Lower than top quartile of Polish dividend payers (8.1%). Lower than average of industry peers (7.1%).Reported Earnings • Nov 20Third quarter 2024 earnings released: EPS: zł2.51 (vs zł1.47 in 3Q 2023)Third quarter 2024 results: EPS: zł2.51 (up from zł1.47 in 3Q 2023). Revenue: zł482.3m (up 48% from 3Q 2023). Net income: zł64.7m (up 72% from 3Q 2023). Profit margin: 13% (up from 12% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Nov 08First half dividend of zł6.00 announcedShareholders will receive a dividend of zł6.00. Ex-date: 11th December 2024 Payment date: 18th December 2024 Dividend yield will be 6.4%, which is lower than the industry average of 7.3%. Sustainability & Growth Dividend is covered by earnings (36% earnings payout ratio) but not covered by cash flows (161% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Oct 02Dom Development S.A.'s (WSE:DOM) Price In Tune With EarningsWith a median price-to-earnings (or "P/E") ratio of close to 12x in Poland, you could be forgiven for feeling...分析記事 • Sep 19Does Dom Development (WSE:DOM) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Reported Earnings • Aug 30Second quarter 2024 earnings released: EPS: zł3.64 (vs zł2.49 in 2Q 2023)Second quarter 2024 results: EPS: zł3.64 (up from zł2.49 in 2Q 2023). Revenue: zł663.7m (up 47% from 2Q 2023). Net income: zł93.8m (up 47% from 2Q 2023). Profit margin: 14% (in line with 2Q 2023). Revenue is forecast to grow 8.8% 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 increased by 8% per year whereas the company’s share price has increased by 5% per year.分析記事 • Aug 30Dom Development (WSE:DOM) Is Reinvesting To Multiply In ValueWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...分析記事 • Jul 05Analysts' Revenue Estimates For Dom Development S.A. (WSE:DOM) Are Surging HigherDom Development S.A. ( WSE:DOM ) shareholders will have a reason to smile today, with the analysts making substantial...Major Estimate Revision • Jul 05Consensus revenue estimates increase by 11%The consensus outlook for revenues in fiscal year 2024 has improved. 2024 revenue forecast increased from zł2.96b to zł3.29b. EPS estimate increased from zł20.69 to zł20.91 per share. Net income forecast to grow 28% next year vs 9.6% growth forecast for Consumer Durables industry in Poland. Consensus price target up from zł195 to zł203. Share price was steady at zł173 over the past week.Upcoming Dividend • Jun 18Upcoming dividend of zł6.50 per shareEligible shareholders must have bought the stock before 25 June 2024. Payment date: 04 July 2024. Payout ratio is a comfortable 70% but the company is paying out more than the cash it is generating. Trailing yield: 7.3%. Lower than top quartile of Polish dividend payers (7.8%). In line with average of industry peers (6.8%).分析記事 • Jun 10Dom Development S.A.'s (WSE:DOM) Popularity With Investors Is ClearIt's not a stretch to say that Dom Development S.A.'s ( WSE:DOM ) price-to-earnings (or "P/E") ratio of 10.5x right now...分析記事 • May 24Concerns Surrounding Dom Development's (WSE:DOM) PerformanceDom Development S.A. ( WSE:DOM ) just released a solid earnings report, and the stock displayed some strength. While...分析記事 • May 22Dom Development (WSE:DOM) Has A Pretty Healthy Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • May 19First quarter 2024 earnings released: EPS: zł5.33 (vs zł6.21 in 1Q 2023)First quarter 2024 results: EPS: zł5.33 (down from zł6.21 in 1Q 2023). Revenue: zł705.9m (down 14% from 1Q 2023). Net income: zł137.2m (down 14% from 1Q 2023). Profit margin: 19% (in line with 1Q 2023). Revenue is forecast to grow 7.5% 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 whereas the company’s share price has increased by 9% per year.お知らせ • May 17Dom Development S.A., Annual General Meeting, Jun 19, 2024Dom Development S.A., Annual General Meeting, Jun 19, 2024.Price Target Changed • May 10Price target increased by 7.9% to zł195Up from zł180, the current price target is an average from 5 analysts. New target price is 8.8% above last closing price of zł179. Stock is up 28% over the past year. The company is forecast to post earnings per share of zł21.60 for next year compared to zł17.94 last year.Major Estimate Revision • Apr 16Consensus EPS estimates increase by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from zł2.84b to zł2.90b. EPS estimate increased from zł18.10 to zł21.60 per share. Net income forecast to grow 12% next year vs 3.1% growth forecast for Consumer Durables industry in Poland. Consensus price target up from zł180 to zł187. Share price was steady at zł181 over the past week.分析記事 • Apr 03A Look At The Fair Value Of Dom Development S.A. (WSE:DOM)Key Insights Dom Development's estimated fair value is zł173 based on 2 Stage Free Cash Flow to Equity Dom...New Risk • Mar 21New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 103% Cash payout ratio: 113% Dividend yield: 6.2% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Declared Dividend • Mar 21Final dividend of zł6.50 announcedShareholders will receive a dividend of zł6.50. Ex-date: 25th June 2024 Payment date: 4th July 2024 Dividend yield will be 7.0%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (69% earnings payout ratio) but not covered by cash flows (113% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Mar 21Dom Development Recommends Additional Dividend, Payable on July 4, 2024Dom Development announced that according to the management board's proposal, a total of PLN 309.58 million (EUR 71.9 million), or PLN 12 (EUR 2.8 million) per share, is to go towards the dividend for 2023. With regard to the 25.698,422 shares of the company, the remaining dividend to be paid for 2023 amounts to PLN 167.04 million (EUR 38.8 million), or PLN 6.50 (EUR 1.51) dividend per share. On the other hand, in relation to the 100,000 shares of the company that were not registered at that time, the remaining dividend to be paid for 2023 is PLN 1.2 million (EUR 280k) or PLN 12 (EUR 2.79) per share. The company's management board proposes to set June 26, 2024 as the dividend date and July 4, 2024 as the dividend payment date. In November 2023, Dom Development's management board decided to pay an advance dividend for 2023, which amounted to PLN 141.3 million (EUR 32.8 million), giving PLN 5.5 (EUR 1.28) per share.Price Target Changed • Mar 20Price target decreased by 11% to zł157Down from zł177, the current price target is an average from 5 analysts. New target price is 6.4% below last closing price of zł168. Stock is up 40% over the past year. The company is forecast to post earnings per share of zł18.10 for next year compared to zł17.94 last year.分析記事 • Mar 12Investors Shouldn't Overlook The Favourable Returns On Capital At Dom Development (WSE:DOM)If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...お知らせ • Jan 06+ 3 more updatesDom Development S.A. to Report First Half, 2024 Results on Aug 29, 2024Dom Development S.A. announced that they will report first half, 2024 results on Aug 29, 2024分析記事 • Dec 28Calculating The Fair Value Of Dom Development S.A. (WSE:DOM)Key Insights Dom Development's estimated fair value is zł139 based on 2 Stage Free Cash Flow to Equity Current share...分析記事 • Dec 05Capital Investments At Dom Development (WSE:DOM) Point To A Promising FutureWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Upcoming Dividend • Dec 04Upcoming dividend of zł5.50 per share at 6.7% yieldEligible shareholders must have bought the stock before 11 December 2023. Payment date: 18 December 2023. Payout ratio is a comfortable 69% but the company is not cash flow positive. Trailing yield: 6.7%. Lower than top quartile of Polish dividend payers (7.9%). Lower than average of industry peers (8.1%).Reported Earnings • Nov 21Third quarter 2023 earnings released: EPS: zł1.47 (vs zł0.93 in 3Q 2022)Third quarter 2023 results: EPS: zł1.47 (up from zł0.93 in 3Q 2022). Revenue: zł325.9m (up 1.8% from 3Q 2022). Net income: zł37.7m (up 59% from 3Q 2022). Profit margin: 12% (up from 7.4% in 3Q 2022). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Nov 21New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 30% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (30% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.お知らせ • Oct 18Dom Development Intends to Pay an Advance Dividend for 2023Dom Development intends to pay an advance dividend for 2023, which will amount to PLN 141.3 million (EUR 31.8 million), or PLN 5.5 (EUR 1,24) per share, the company said in a market filing.お知らせ • Sep 26Dom Development Launches Sales of 100 Apartments in WarsawDom Development launched the sales of 100 apartments under the residential project Apartamenty Literacka located in Bielany quarter in Warsaw.Major Estimate Revision • Sep 08Consensus EPS estimates increase by 11%, revenue downgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from zł2.58b to zł2.52b. EPS estimate rose from zł14.85 to zł16.52. Net income forecast to grow 2.8% next year vs 2.8% growth forecast for Consumer Durables industry in Poland. Consensus price target up from zł140 to zł166. Share price was steady at zł156 over the past week.Price Target Changed • Sep 07Price target increased by 19% to zł166Up from zł140, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of zł161. Stock is up 82% over the past year. The company is forecast to post earnings per share of zł16.52 for next year compared to zł16.07 last year.分析記事 • Sep 05A Look At The Fair Value Of Dom Development S.A. (WSE:DOM)Key Insights The projected fair value for Dom Development is zł153 based on 2 Stage Free Cash Flow to Equity With zł163...Reported Earnings • Aug 31Second quarter 2023 earnings released: EPS: zł2.49 (vs zł3.68 in 2Q 2022)Second quarter 2023 results: EPS: zł2.49 (down from zł3.68 in 2Q 2022). Revenue: zł452.5m (down 25% from 2Q 2022). Net income: zł63.8m (down 32% from 2Q 2022). Profit margin: 14% (down from 16% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 10% per year.分析記事 • Jul 02Dom Development (WSE:DOM) Seems To Use Debt Rather SparinglyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Upcoming Dividend • Jun 16Upcoming dividend of zł11.00 per share at 7.8% yieldEligible shareholders must have bought the stock before 23 June 2023. Payment date: 04 July 2023. Payout ratio is a comfortable 66% and the cash payout ratio is 97%. Trailing yield: 7.8%. Within top quartile of Polish dividend payers (7.2%). Lower than average of industry peers (9.2%).Price Target Changed • Jun 02Price target increased by 9.4% to zł125Up from zł114, the current price target is an average from 4 analysts. New target price is 9.3% below last closing price of zł138. Stock is up 37% over the past year. The company is forecast to post earnings per share of zł13.81 for next year compared to zł16.07 last year.Price Target Changed • May 31Price target increased by 8.9% to zł117Up from zł107, the current price target is an average from 5 analysts. New target price is 16% below last closing price of zł139. Stock is up 38% over the past year. The company is forecast to post earnings per share of zł13.81 for next year compared to zł16.07 last year.Reported Earnings • May 21First quarter 2023 earnings released: EPS: zł6.21 (vs zł5.57 in 1Q 2022)First quarter 2023 results: EPS: zł6.21 (up from zł5.57 in 1Q 2022). Revenue: zł822.0m (up 13% from 1Q 2022). Net income: zł158.8m (up 12% from 1Q 2022). Profit margin: 19% (in line with 1Q 2022). Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Apr 25Price target increased by 11% to zł114Up from zł103, the current price target is an average from 5 analysts. New target price is 17% below last closing price of zł138. Stock is up 60% over the past year. The company is forecast to post earnings per share of zł13.81 for next year compared to zł16.07 last year.Price Target Changed • Mar 30Price target increased by 8.9% to zł107Up from zł98.54, the current price target is an average from 5 analysts. New target price is 17% below last closing price of zł130. Stock is up 31% over the past year. The company is forecast to post earnings per share of zł13.58 for next year compared to zł16.07 last year.分析記事 • Mar 29Dom Development (WSE:DOM) Could Become A Multi-BaggerTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...Reported Earnings • Mar 18Full year 2022 earnings released: EPS: zł16.07 (vs zł12.89 in FY 2021)Full year 2022 results: EPS: zł16.07 (up from zł12.89 in FY 2021). Revenue: zł2.42b (up 28% from FY 2021). Net income: zł410.3m (up 25% from FY 2021). Profit margin: 17% (in line with FY 2021). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 1.2% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 16% per year.分析記事 • Feb 21Calculating The Intrinsic Value Of Dom Development S.A. (WSE:DOM)Key Insights The projected fair value for Dom Development is zł119 based on 2 Stage Free Cash Flow to Equity With zł113...Buying Opportunity • Jan 31Now 20% undervaluedOver the last 90 days, the stock is up 16%. The fair value is estimated to be zł123, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years. Earnings per share has grown by 8.7%. For the next 3 years, revenue is forecast to grow by 3.0% per annum. Earnings is forecast to decline by 8.6% per annum over the same time period.お知らせ • Jan 12+ 2 more updatesDom Development S.A. to Report Q3, 2023 Results on Nov 16, 2023Dom Development S.A. announced that they will report Q3, 2023 results on Nov 16, 2023お知らせ • Jan 10Dom Development S.A. to Report Fiscal Year 2022 Results on Mar 16, 2023Dom Development S.A. announced that they will report fiscal year 2022 results on Mar 16, 2023分析記事 • Dec 22Why We Like The Returns At Dom Development (WSE:DOM)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...Reported Earnings • Nov 18Third quarter 2022 earnings released: EPS: zł0.93 (vs zł2.11 in 3Q 2021)Third quarter 2022 results: EPS: zł0.93 (down from zł2.11 in 3Q 2021). Revenue: zł320.2m (down 3.4% from 3Q 2021). Net income: zł23.8m (down 56% from 3Q 2021). Profit margin: 7.4% (down from 16% in 3Q 2021). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 2.3% 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 9% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Price Target Changed • Nov 16Price target decreased to zł98.54Down from zł112, the current price target is an average from 5 analysts. New target price is 9.7% above last closing price of zł89.80. Stock is down 25% over the past year. The company is forecast to post earnings per share of zł14.47 for next year compared to zł12.89 last year.Price Target Changed • Nov 07Price target decreased to zł102Down from zł112, the current price target is an average from 4 analysts. New target price is 8.5% above last closing price of zł94.10. Stock is down 28% over the past year. The company is forecast to post earnings per share of zł14.47 for next year compared to zł12.89 last year.分析記事 • Oct 05Are Investors Undervaluing Dom Development S.A. (WSE:DOM) By 23%?Today we will run through one way of estimating the intrinsic value of Dom Development S.A. ( WSE:DOM ) by projecting...Reported Earnings • Aug 27Second quarter 2022 earnings released: EPS: zł3.68 (vs zł2.29 in 2Q 2021)Second quarter 2022 results: EPS: zł3.68 (up from zł2.29 in 2Q 2021). Revenue: zł601.8m (up 79% from 2Q 2021). Net income: zł94.0m (up 62% from 2Q 2021). Profit margin: 16% (down from 17% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 8.4%, compared to a 3.6% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Price Target Changed • Aug 25Price target decreased to zł112Down from zł121, the current price target is an average from 4 analysts. New target price is 27% above last closing price of zł88.20. Stock is down 35% over the past year. The company is forecast to post earnings per share of zł13.10 for next year compared to zł12.89 last year.Price Target Changed • Jul 30Price target decreased to zł112Down from zł121, the current price target is an average from 4 analysts. New target price is 33% above last closing price of zł84.60. Stock is down 40% over the past year. The company is forecast to post earnings per share of zł13.10 for next year compared to zł12.89 last year.Valuation Update With 7 Day Price Move • Jul 15Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to zł80.50, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 9x in the Consumer Durables industry in Europe. Total returns to shareholders of 42% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł106 per share.分析記事 • Jul 15Dom Development (WSE:DOM) Might Have The Makings Of A Multi-BaggerWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...業績と収益の成長予測WSE:DOM - 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12/31/20284,126733566534312/31/20273,972739567575612/31/20263,737706458529512/31/20253,256654189213N/A9/30/20253,317648449473N/A6/30/20253,093584294314N/A3/31/20253,204580325346N/A12/31/20243,168569357378N/A9/30/20242,802496452477N/A6/30/20242,645469208229N/A3/31/20242,43443994112N/A12/31/20232,550460250268N/A9/30/20232,371411-33-6N/A6/30/20232,365397358387N/A3/31/20232,514427275304N/A12/31/20222,419410174204N/A9/30/20222,071300269285N/A6/30/20222,082330391405N/A3/31/20221,817294380393N/A12/31/20211,897327380394N/A9/30/20212,156413535549N/A6/30/20212,187417577592N/A3/31/20212,309438630646N/A12/31/20201,815302668679N/A9/30/20201,643261501512N/A6/30/20201,667258229242N/A3/31/20201,448210237247N/A12/31/20191,662256149162N/A9/30/20191,903299N/A65N/A6/30/20191,782266N/A143N/A3/31/20191,979294N/A174N/A12/31/20181,654227N/A233N/A9/30/20181,629215N/A317N/A6/30/20181,608219N/A197N/A3/31/20181,495209N/A168N/A12/31/20171,405191N/A198N/A9/30/20171,248159N/A276N/A6/30/20171,221150N/A344N/A3/31/20171,127120N/A255N/A12/31/20161,153126N/A265N/A9/30/20161,066106N/A57N/A6/30/20161,04299N/A136N/A3/31/201697191N/A117N/A12/31/201590481N/A-40N/A9/30/201568744N/A68N/A6/30/201565350N/A40N/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: DOMの予測収益成長率 (年間2.3% ) は 貯蓄率 ( 5.3% ) を下回っています。収益対市場: DOMの収益 ( 2.3% ) Polish市場 ( 14.1% ) よりも低い成長が予測されています。高成長収益: DOMの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: DOMの収益 ( 5.4% ) Polish市場 ( 4.7% ) よりも速いペースで成長すると予測されています。高い収益成長: DOMの収益 ( 5.4% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: DOM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 ( 26 %)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2026/05/14 18:47終値2026/05/14 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Dom Development S.A. 7 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。13 アナリスト機関Mikolaj LemanczykBiuro maklerskie mBankuKamil KliszczBiuro maklerskie mBankuBeata Szparaga-WasniewskaBiuro maklerskie mBanku10 その他のアナリストを表示
Major Estimate Revision • Jul 05Consensus revenue estimates increase by 11%The consensus outlook for revenues in fiscal year 2024 has improved. 2024 revenue forecast increased from zł2.96b to zł3.29b. EPS estimate increased from zł20.69 to zł20.91 per share. Net income forecast to grow 28% next year vs 9.6% growth forecast for Consumer Durables industry in Poland. Consensus price target up from zł195 to zł203. Share price was steady at zł173 over the past week.
Price Target Changed • May 10Price target increased by 7.9% to zł195Up from zł180, the current price target is an average from 5 analysts. New target price is 8.8% above last closing price of zł179. Stock is up 28% over the past year. The company is forecast to post earnings per share of zł21.60 for next year compared to zł17.94 last year.
Major Estimate Revision • Apr 16Consensus EPS estimates increase by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from zł2.84b to zł2.90b. EPS estimate increased from zł18.10 to zł21.60 per share. Net income forecast to grow 12% next year vs 3.1% growth forecast for Consumer Durables industry in Poland. Consensus price target up from zł180 to zł187. Share price was steady at zł181 over the past week.
Price Target Changed • Mar 20Price target decreased by 11% to zł157Down from zł177, the current price target is an average from 5 analysts. New target price is 6.4% below last closing price of zł168. Stock is up 40% over the past year. The company is forecast to post earnings per share of zł18.10 for next year compared to zł17.94 last year.
Major Estimate Revision • Sep 08Consensus EPS estimates increase by 11%, revenue downgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from zł2.58b to zł2.52b. EPS estimate rose from zł14.85 to zł16.52. Net income forecast to grow 2.8% next year vs 2.8% growth forecast for Consumer Durables industry in Poland. Consensus price target up from zł140 to zł166. Share price was steady at zł156 over the past week.
Price Target Changed • Sep 07Price target increased by 19% to zł166Up from zł140, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of zł161. Stock is up 82% over the past year. The company is forecast to post earnings per share of zł16.52 for next year compared to zł16.07 last year.
Buy Or Sell Opportunity • May 12Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.7% to zł259. The fair value is estimated to be zł324, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 2.3% per annum over the same time period.
Buy Or Sell Opportunity • Apr 21Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.0% to zł248. The fair value is estimated to be zł312, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings are also forecast to grow by 2.0% per annum over the same time period.
分析記事 • Mar 25Impressive Earnings May Not Tell The Whole Story For Dom Development (WSE:DOM)Dom Development S.A.'s ( WSE:DOM ) robust earnings report didn't manage to move the market for its stock. Our analysis...
Declared Dividend • Mar 19Final dividend of zł7.00 announcedDividend of zł7.00 is the same as last year. Ex-date: 24th June 2026 Payment date: 2nd July 2026 Dividend yield will be 5.9%, which is lower than the industry average of 7.3%. Sustainability & Growth Dividend is covered by earnings (56% earnings payout ratio) but not covered by cash flows (191% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 18% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 18Full year 2025 earnings released: EPS: zł25.36 (vs zł22.07 in FY 2024)Full year 2025 results: EPS: zł25.36 (up from zł22.07 in FY 2024). Revenue: zł3.26b (up 2.8% from FY 2024). Net income: zł654.2m (up 15% from FY 2024). Profit margin: 20% (up from 18% in FY 2024). Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 03Dom Development S.A. to Report Q1, 2026 Results on May 14, 2026Dom Development S.A. announced that they will report Q1, 2026 results on May 14, 2026
分析記事 • Feb 12Dom Development S.A. (WSE:DOM) Shares Could Be 21% Below Their Intrinsic Value EstimateKey Insights Using the 2 Stage Free Cash Flow to Equity, Dom Development fair value estimate is zł352 Dom Development's...
分析記事 • Jan 09Investors Shouldn't Overlook Dom Development's (WSE:DOM) Impressive Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 • Dec 22Dom Development S.A.'s (WSE:DOM) Business And Shares Still Trailing The MarketDom Development S.A.'s ( WSE:DOM ) price-to-earnings (or "P/E") ratio of 9.9x might make it look like a buy right now...
Upcoming Dividend • Nov 24Upcoming dividend of zł7.00 per shareEligible shareholders must have bought the stock before 01 December 2025. Payment date: 09 December 2025. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 4.9%. Lower than top quartile of Polish dividend payers (7.4%). Lower than average of industry peers (6.3%).
Reported Earnings • Nov 21Third quarter 2025 earnings released: EPS: zł4.99 (vs zł2.51 in 3Q 2024)Third quarter 2025 results: EPS: zł4.99 (up from zł2.51 in 3Q 2024). Revenue: zł706.6m (up 47% from 3Q 2024). Net income: zł128.6m (up 99% from 3Q 2024). Profit margin: 18% (up from 13% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Nov 04Here's Why Dom Development (WSE:DOM) Can Manage Its Debt ResponsiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Buy Or Sell Opportunity • Oct 17Now 24% undervaluedThe stock has been flat over the last 90 days, currently trading at zł237. The fair value is estimated to be zł310, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 6.6% per annum. Earnings are also forecast to grow by 2.8% per annum over the same time period.
Declared Dividend • Oct 08First half dividend of zł7.00 announcedShareholders will receive a dividend of zł7.00. Ex-date: 1st December 2025 Payment date: 9th December 2025 Dividend yield will be 5.9%, which is lower than the industry average of 7.3%. Sustainability & Growth Dividend is covered by earnings (31% earnings payout ratio) but not covered by cash flows (114% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Sep 15Is Dom Development S.A. (WSE:DOM) Trading At A 25% Discount?Key Insights The projected fair value for Dom Development is zł307 based on 2 Stage Free Cash Flow to Equity Dom...
Reported Earnings • Aug 31Second quarter 2025 earnings released: EPS: zł3.77 (vs zł3.64 in 2Q 2024)Second quarter 2025 results: EPS: zł3.77 (up from zł3.64 in 2Q 2024). Revenue: zł552.1m (down 17% from 2Q 2024). Net income: zł97.3m (up 3.7% from 2Q 2024). Profit margin: 18% (up from 14% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.3% 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 increased by 19% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Aug 29New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future. Minor Risk Dividend is not well covered by cash flows (103% cash payout ratio).
分析記事 • Jul 05Dom Development S.A.'s (WSE:DOM) Business And Shares Still Trailing The MarketDom Development S.A.'s ( WSE:DOM ) price-to-earnings (or "P/E") ratio of 10.4x might make it look like a buy right now...
Upcoming Dividend • Jun 17Upcoming dividend of zł7.00 per shareEligible shareholders must have bought the stock before 24 June 2025. Payment date: 03 July 2025. Payout ratio is a comfortable 65% but the company is paying out more than the cash it is generating. Trailing yield: 5.3%. Lower than top quartile of Polish dividend payers (7.6%). In line with average of industry peers (5.8%).
分析記事 • May 23Is Dom Development (WSE:DOM) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • May 15First quarter 2025 earnings released: EPS: zł5.75 (vs zł5.33 in 1Q 2024)First quarter 2025 results: EPS: zł5.75 (up from zł5.33 in 1Q 2024). Revenue: zł741.9m (up 5.1% from 1Q 2024). Net income: zł148.4m (up 8.1% from 1Q 2024). Profit margin: 20% (in line with 1Q 2024). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 09Dom Development S.A., Annual General Meeting, Jun 12, 2025Dom Development S.A., Annual General Meeting, Jun 12, 2025.
分析記事 • May 06Do Dom Development's (WSE:DOM) Earnings Warrant Your Attention?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Declared Dividend • Mar 20Final dividend of zł7.00 announcedShareholders will receive a dividend of zł7.00. Ex-date: 24th June 2025 Payment date: 3rd July 2025 Dividend yield will be 6.0%, which is lower than the industry average of 7.3%. Sustainability & Growth Dividend is covered by earnings (34% earnings payout ratio) but not adequately covered by cash flows (94% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 19Full year 2024 earnings released: EPS: zł22.07 (vs zł17.94 in FY 2023)Full year 2024 results: EPS: zł22.07 (up from zł17.94 in FY 2023). Revenue: zł3.17b (up 24% from FY 2023). Net income: zł569.1m (up 24% from FY 2023). Profit margin: 18% (in line with FY 2023). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Mar 12Sentiment Still Eluding Dom Development S.A. (WSE:DOM)When close to half the companies in Poland have price-to-earnings ratios (or "P/E's") above 13x, you may consider Dom...
Buy Or Sell Opportunity • Feb 24Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at zł199. The fair value is estimated to be zł250, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 8.7% per annum over the same time period.
分析記事 • Feb 18Dom Development (WSE:DOM) Might Become A Compounding MachineIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...
Buy Or Sell Opportunity • Feb 05Now 21% undervaluedOver the last 90 days, the stock has risen 6.8% to zł208. The fair value is estimated to be zł263, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 8.7% per annum over the same time period.
お知らせ • Jan 10+ 1 more updateDom Development S.A. to Report Q3, 2025 Results on Nov 20, 2025Dom Development S.A. announced that they will report Q3, 2025 results on Nov 20, 2025
お知らせ • Jan 09+ 1 more updateDom Development S.A. to Report Q1, 2025 Results on May 15, 2025Dom Development S.A. announced that they will report Q1, 2025 results on May 15, 2025
Upcoming Dividend • Dec 04Upcoming dividend of zł6.00 per shareEligible shareholders must have bought the stock before 11 December 2024. Payment date: 18 December 2024. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 6.2%. Lower than top quartile of Polish dividend payers (8.1%). Lower than average of industry peers (7.1%).
Reported Earnings • Nov 20Third quarter 2024 earnings released: EPS: zł2.51 (vs zł1.47 in 3Q 2023)Third quarter 2024 results: EPS: zł2.51 (up from zł1.47 in 3Q 2023). Revenue: zł482.3m (up 48% from 3Q 2023). Net income: zł64.7m (up 72% from 3Q 2023). Profit margin: 13% (up from 12% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Nov 08First half dividend of zł6.00 announcedShareholders will receive a dividend of zł6.00. Ex-date: 11th December 2024 Payment date: 18th December 2024 Dividend yield will be 6.4%, which is lower than the industry average of 7.3%. Sustainability & Growth Dividend is covered by earnings (36% earnings payout ratio) but not covered by cash flows (161% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Oct 02Dom Development S.A.'s (WSE:DOM) Price In Tune With EarningsWith a median price-to-earnings (or "P/E") ratio of close to 12x in Poland, you could be forgiven for feeling...
分析記事 • Sep 19Does Dom Development (WSE:DOM) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Reported Earnings • Aug 30Second quarter 2024 earnings released: EPS: zł3.64 (vs zł2.49 in 2Q 2023)Second quarter 2024 results: EPS: zł3.64 (up from zł2.49 in 2Q 2023). Revenue: zł663.7m (up 47% from 2Q 2023). Net income: zł93.8m (up 47% from 2Q 2023). Profit margin: 14% (in line with 2Q 2023). Revenue is forecast to grow 8.8% 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 increased by 8% per year whereas the company’s share price has increased by 5% per year.
分析記事 • Aug 30Dom Development (WSE:DOM) Is Reinvesting To Multiply In ValueWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...
分析記事 • Jul 05Analysts' Revenue Estimates For Dom Development S.A. (WSE:DOM) Are Surging HigherDom Development S.A. ( WSE:DOM ) shareholders will have a reason to smile today, with the analysts making substantial...
Major Estimate Revision • Jul 05Consensus revenue estimates increase by 11%The consensus outlook for revenues in fiscal year 2024 has improved. 2024 revenue forecast increased from zł2.96b to zł3.29b. EPS estimate increased from zł20.69 to zł20.91 per share. Net income forecast to grow 28% next year vs 9.6% growth forecast for Consumer Durables industry in Poland. Consensus price target up from zł195 to zł203. Share price was steady at zł173 over the past week.
Upcoming Dividend • Jun 18Upcoming dividend of zł6.50 per shareEligible shareholders must have bought the stock before 25 June 2024. Payment date: 04 July 2024. Payout ratio is a comfortable 70% but the company is paying out more than the cash it is generating. Trailing yield: 7.3%. Lower than top quartile of Polish dividend payers (7.8%). In line with average of industry peers (6.8%).
分析記事 • Jun 10Dom Development S.A.'s (WSE:DOM) Popularity With Investors Is ClearIt's not a stretch to say that Dom Development S.A.'s ( WSE:DOM ) price-to-earnings (or "P/E") ratio of 10.5x right now...
分析記事 • May 24Concerns Surrounding Dom Development's (WSE:DOM) PerformanceDom Development S.A. ( WSE:DOM ) just released a solid earnings report, and the stock displayed some strength. While...
分析記事 • May 22Dom Development (WSE:DOM) Has A Pretty Healthy Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • May 19First quarter 2024 earnings released: EPS: zł5.33 (vs zł6.21 in 1Q 2023)First quarter 2024 results: EPS: zł5.33 (down from zł6.21 in 1Q 2023). Revenue: zł705.9m (down 14% from 1Q 2023). Net income: zł137.2m (down 14% from 1Q 2023). Profit margin: 19% (in line with 1Q 2023). Revenue is forecast to grow 7.5% 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 whereas the company’s share price has increased by 9% per year.
お知らせ • May 17Dom Development S.A., Annual General Meeting, Jun 19, 2024Dom Development S.A., Annual General Meeting, Jun 19, 2024.
Price Target Changed • May 10Price target increased by 7.9% to zł195Up from zł180, the current price target is an average from 5 analysts. New target price is 8.8% above last closing price of zł179. Stock is up 28% over the past year. The company is forecast to post earnings per share of zł21.60 for next year compared to zł17.94 last year.
Major Estimate Revision • Apr 16Consensus EPS estimates increase by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from zł2.84b to zł2.90b. EPS estimate increased from zł18.10 to zł21.60 per share. Net income forecast to grow 12% next year vs 3.1% growth forecast for Consumer Durables industry in Poland. Consensus price target up from zł180 to zł187. Share price was steady at zł181 over the past week.
分析記事 • Apr 03A Look At The Fair Value Of Dom Development S.A. (WSE:DOM)Key Insights Dom Development's estimated fair value is zł173 based on 2 Stage Free Cash Flow to Equity Dom...
New Risk • Mar 21New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 103% Cash payout ratio: 113% Dividend yield: 6.2% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Declared Dividend • Mar 21Final dividend of zł6.50 announcedShareholders will receive a dividend of zł6.50. Ex-date: 25th June 2024 Payment date: 4th July 2024 Dividend yield will be 7.0%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (69% earnings payout ratio) but not covered by cash flows (113% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 21Dom Development Recommends Additional Dividend, Payable on July 4, 2024Dom Development announced that according to the management board's proposal, a total of PLN 309.58 million (EUR 71.9 million), or PLN 12 (EUR 2.8 million) per share, is to go towards the dividend for 2023. With regard to the 25.698,422 shares of the company, the remaining dividend to be paid for 2023 amounts to PLN 167.04 million (EUR 38.8 million), or PLN 6.50 (EUR 1.51) dividend per share. On the other hand, in relation to the 100,000 shares of the company that were not registered at that time, the remaining dividend to be paid for 2023 is PLN 1.2 million (EUR 280k) or PLN 12 (EUR 2.79) per share. The company's management board proposes to set June 26, 2024 as the dividend date and July 4, 2024 as the dividend payment date. In November 2023, Dom Development's management board decided to pay an advance dividend for 2023, which amounted to PLN 141.3 million (EUR 32.8 million), giving PLN 5.5 (EUR 1.28) per share.
Price Target Changed • Mar 20Price target decreased by 11% to zł157Down from zł177, the current price target is an average from 5 analysts. New target price is 6.4% below last closing price of zł168. Stock is up 40% over the past year. The company is forecast to post earnings per share of zł18.10 for next year compared to zł17.94 last year.
分析記事 • Mar 12Investors Shouldn't Overlook The Favourable Returns On Capital At Dom Development (WSE:DOM)If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
お知らせ • Jan 06+ 3 more updatesDom Development S.A. to Report First Half, 2024 Results on Aug 29, 2024Dom Development S.A. announced that they will report first half, 2024 results on Aug 29, 2024
分析記事 • Dec 28Calculating The Fair Value Of Dom Development S.A. (WSE:DOM)Key Insights Dom Development's estimated fair value is zł139 based on 2 Stage Free Cash Flow to Equity Current share...
分析記事 • Dec 05Capital Investments At Dom Development (WSE:DOM) Point To A Promising FutureWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Upcoming Dividend • Dec 04Upcoming dividend of zł5.50 per share at 6.7% yieldEligible shareholders must have bought the stock before 11 December 2023. Payment date: 18 December 2023. Payout ratio is a comfortable 69% but the company is not cash flow positive. Trailing yield: 6.7%. Lower than top quartile of Polish dividend payers (7.9%). Lower than average of industry peers (8.1%).
Reported Earnings • Nov 21Third quarter 2023 earnings released: EPS: zł1.47 (vs zł0.93 in 3Q 2022)Third quarter 2023 results: EPS: zł1.47 (up from zł0.93 in 3Q 2022). Revenue: zł325.9m (up 1.8% from 3Q 2022). Net income: zł37.7m (up 59% from 3Q 2022). Profit margin: 12% (up from 7.4% in 3Q 2022). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Nov 21New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 30% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (30% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
お知らせ • Oct 18Dom Development Intends to Pay an Advance Dividend for 2023Dom Development intends to pay an advance dividend for 2023, which will amount to PLN 141.3 million (EUR 31.8 million), or PLN 5.5 (EUR 1,24) per share, the company said in a market filing.
お知らせ • Sep 26Dom Development Launches Sales of 100 Apartments in WarsawDom Development launched the sales of 100 apartments under the residential project Apartamenty Literacka located in Bielany quarter in Warsaw.
Major Estimate Revision • Sep 08Consensus EPS estimates increase by 11%, revenue downgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from zł2.58b to zł2.52b. EPS estimate rose from zł14.85 to zł16.52. Net income forecast to grow 2.8% next year vs 2.8% growth forecast for Consumer Durables industry in Poland. Consensus price target up from zł140 to zł166. Share price was steady at zł156 over the past week.
Price Target Changed • Sep 07Price target increased by 19% to zł166Up from zł140, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of zł161. Stock is up 82% over the past year. The company is forecast to post earnings per share of zł16.52 for next year compared to zł16.07 last year.
分析記事 • Sep 05A Look At The Fair Value Of Dom Development S.A. (WSE:DOM)Key Insights The projected fair value for Dom Development is zł153 based on 2 Stage Free Cash Flow to Equity With zł163...
Reported Earnings • Aug 31Second quarter 2023 earnings released: EPS: zł2.49 (vs zł3.68 in 2Q 2022)Second quarter 2023 results: EPS: zł2.49 (down from zł3.68 in 2Q 2022). Revenue: zł452.5m (down 25% from 2Q 2022). Net income: zł63.8m (down 32% from 2Q 2022). Profit margin: 14% (down from 16% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 10% per year.
分析記事 • Jul 02Dom Development (WSE:DOM) Seems To Use Debt Rather SparinglyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Upcoming Dividend • Jun 16Upcoming dividend of zł11.00 per share at 7.8% yieldEligible shareholders must have bought the stock before 23 June 2023. Payment date: 04 July 2023. Payout ratio is a comfortable 66% and the cash payout ratio is 97%. Trailing yield: 7.8%. Within top quartile of Polish dividend payers (7.2%). Lower than average of industry peers (9.2%).
Price Target Changed • Jun 02Price target increased by 9.4% to zł125Up from zł114, the current price target is an average from 4 analysts. New target price is 9.3% below last closing price of zł138. Stock is up 37% over the past year. The company is forecast to post earnings per share of zł13.81 for next year compared to zł16.07 last year.
Price Target Changed • May 31Price target increased by 8.9% to zł117Up from zł107, the current price target is an average from 5 analysts. New target price is 16% below last closing price of zł139. Stock is up 38% over the past year. The company is forecast to post earnings per share of zł13.81 for next year compared to zł16.07 last year.
Reported Earnings • May 21First quarter 2023 earnings released: EPS: zł6.21 (vs zł5.57 in 1Q 2022)First quarter 2023 results: EPS: zł6.21 (up from zł5.57 in 1Q 2022). Revenue: zł822.0m (up 13% from 1Q 2022). Net income: zł158.8m (up 12% from 1Q 2022). Profit margin: 19% (in line with 1Q 2022). Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Apr 25Price target increased by 11% to zł114Up from zł103, the current price target is an average from 5 analysts. New target price is 17% below last closing price of zł138. Stock is up 60% over the past year. The company is forecast to post earnings per share of zł13.81 for next year compared to zł16.07 last year.
Price Target Changed • Mar 30Price target increased by 8.9% to zł107Up from zł98.54, the current price target is an average from 5 analysts. New target price is 17% below last closing price of zł130. Stock is up 31% over the past year. The company is forecast to post earnings per share of zł13.58 for next year compared to zł16.07 last year.
分析記事 • Mar 29Dom Development (WSE:DOM) Could Become A Multi-BaggerTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...
Reported Earnings • Mar 18Full year 2022 earnings released: EPS: zł16.07 (vs zł12.89 in FY 2021)Full year 2022 results: EPS: zł16.07 (up from zł12.89 in FY 2021). Revenue: zł2.42b (up 28% from FY 2021). Net income: zł410.3m (up 25% from FY 2021). Profit margin: 17% (in line with FY 2021). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 1.2% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 16% per year.
分析記事 • Feb 21Calculating The Intrinsic Value Of Dom Development S.A. (WSE:DOM)Key Insights The projected fair value for Dom Development is zł119 based on 2 Stage Free Cash Flow to Equity With zł113...
Buying Opportunity • Jan 31Now 20% undervaluedOver the last 90 days, the stock is up 16%. The fair value is estimated to be zł123, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years. Earnings per share has grown by 8.7%. For the next 3 years, revenue is forecast to grow by 3.0% per annum. Earnings is forecast to decline by 8.6% per annum over the same time period.
お知らせ • Jan 12+ 2 more updatesDom Development S.A. to Report Q3, 2023 Results on Nov 16, 2023Dom Development S.A. announced that they will report Q3, 2023 results on Nov 16, 2023
お知らせ • Jan 10Dom Development S.A. to Report Fiscal Year 2022 Results on Mar 16, 2023Dom Development S.A. announced that they will report fiscal year 2022 results on Mar 16, 2023
分析記事 • Dec 22Why We Like The Returns At Dom Development (WSE:DOM)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...
Reported Earnings • Nov 18Third quarter 2022 earnings released: EPS: zł0.93 (vs zł2.11 in 3Q 2021)Third quarter 2022 results: EPS: zł0.93 (down from zł2.11 in 3Q 2021). Revenue: zł320.2m (down 3.4% from 3Q 2021). Net income: zł23.8m (down 56% from 3Q 2021). Profit margin: 7.4% (down from 16% in 3Q 2021). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 2.3% 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 9% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Price Target Changed • Nov 16Price target decreased to zł98.54Down from zł112, the current price target is an average from 5 analysts. New target price is 9.7% above last closing price of zł89.80. Stock is down 25% over the past year. The company is forecast to post earnings per share of zł14.47 for next year compared to zł12.89 last year.
Price Target Changed • Nov 07Price target decreased to zł102Down from zł112, the current price target is an average from 4 analysts. New target price is 8.5% above last closing price of zł94.10. Stock is down 28% over the past year. The company is forecast to post earnings per share of zł14.47 for next year compared to zł12.89 last year.
分析記事 • Oct 05Are Investors Undervaluing Dom Development S.A. (WSE:DOM) By 23%?Today we will run through one way of estimating the intrinsic value of Dom Development S.A. ( WSE:DOM ) by projecting...
Reported Earnings • Aug 27Second quarter 2022 earnings released: EPS: zł3.68 (vs zł2.29 in 2Q 2021)Second quarter 2022 results: EPS: zł3.68 (up from zł2.29 in 2Q 2021). Revenue: zł601.8m (up 79% from 2Q 2021). Net income: zł94.0m (up 62% from 2Q 2021). Profit margin: 16% (down from 17% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 8.4%, compared to a 3.6% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Aug 25Price target decreased to zł112Down from zł121, the current price target is an average from 4 analysts. New target price is 27% above last closing price of zł88.20. Stock is down 35% over the past year. The company is forecast to post earnings per share of zł13.10 for next year compared to zł12.89 last year.
Price Target Changed • Jul 30Price target decreased to zł112Down from zł121, the current price target is an average from 4 analysts. New target price is 33% above last closing price of zł84.60. Stock is down 40% over the past year. The company is forecast to post earnings per share of zł13.10 for next year compared to zł12.89 last year.
Valuation Update With 7 Day Price Move • Jul 15Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to zł80.50, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 9x in the Consumer Durables industry in Europe. Total returns to shareholders of 42% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł106 per share.
分析記事 • Jul 15Dom Development (WSE:DOM) Might Have The Makings Of A Multi-BaggerWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...