View Future GrowthRainbow Tours 過去の業績過去 基準チェック /36Rainbow Toursは、平均年間64.5%の収益成長を遂げていますが、 Hospitality業界の収益は、年間 成長しています。収益は、平均年間22.8% 36.3%収益成長率で 成長しています。 Rainbow Toursの自己資本利益率は51.2%であり、純利益率は6%です。主要情報64.46%収益成長率64.61%EPS成長率Hospitality 業界の成長6.25%収益成長率36.35%株主資本利益率51.18%ネット・マージン6.02%次回の業績アップデート24 Sep 2026最近の業績更新分析記事 • Dec 05We Like The Quality Of Rainbow Tours' (WSE:RBW) EarningsRainbow Tours S.A. ( WSE:RBW ) announced a healthy earnings result recently, and the market rewarded it with a strong...Reported Earnings • Nov 29Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: zł1.96b (up 13% from 3Q 2024). Net income: zł160.0m (flat on 3Q 2024). Profit margin: 8.2% (down from 9.2% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Hospitality industry in Europe.Reported Earnings • Sep 26Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: zł928.2m (up 4.8% from 2Q 2024). Net income: zł25.0m (down 57% from 2Q 2024). Profit margin: 2.7% (down from 6.6% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has increased by 92% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 22Rainbow Tours S.A. to Report First Half, 2025 Results on Sep 25, 2025Rainbow Tours S.A. announced that they will report first half, 2025 results on Sep 25, 2025Reported Earnings • May 30First quarter 2025 earnings releasedFirst quarter 2025 results: Revenue: zł869.8m (up 21% from 1Q 2024). Net income: zł59.5m (up 53% from 1Q 2024). Profit margin: 6.8% (up from 5.4% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Hospitality industry in Europe.分析記事 • Apr 25We Think That There Are Issues Underlying Rainbow Tours' (WSE:RBW) EarningsDespite posting some strong earnings, the market for Rainbow Tours S.A.'s ( WSE:RBW ) stock hasn't moved much. We did...すべての更新を表示Recent updatesNew Risk • Jun 15New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 4.6% per year for the foreseeable future. Minor Risks Latest financial reports are more than 6 months old (reported September 2025 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Buy Or Sell Opportunity • Jun 12Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to zł148. The fair value is estimated to be zł123, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 57%. For the next 3 years, revenue is forecast to grow by 9.2% per annum. Earnings are forecast to decline by 4.6% per annum over the same time period.Declared Dividend • Jun 05Dividend of zł8.60 announcedShareholders will receive a dividend of zł8.60. Ex-date: 1st July 2026 Payment date: 9th July 2026 Dividend yield will be 5.9%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 30% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 20% over the next 3 years. However, it would need to fall by 54% to increase the payout ratio to a potentially unsustainable range.お知らせ • Jun 01Rainbow Tours S.A., Annual General Meeting, Jun 25, 2026Rainbow Tours S.A., Annual General Meeting, Jun 25, 2026, at 12:00 Central European Standard Time.Buy Or Sell Opportunity • Apr 20Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at zł149. The fair value is estimated to be zł188, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 57%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to decline by 14% in the next 2 years.Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to zł151, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 13x in the Hospitality industry in Europe. Total returns to shareholders of 407% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł190 per share.Major Estimate Revision • Mar 17Consensus EPS estimates increase by 14%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from zł16.31 to zł18.52. Revenue forecast steady at zł4.52b. Net income forecast to shrink 11% next year vs 14% growth forecast for Hospitality industry in Poland . Consensus price target broadly unchanged at zł187. Share price fell 6.4% to zł134 over the past week.分析記事 • Dec 05We Like The Quality Of Rainbow Tours' (WSE:RBW) EarningsRainbow Tours S.A. ( WSE:RBW ) announced a healthy earnings result recently, and the market rewarded it with a strong...Reported Earnings • Nov 29Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: zł1.96b (up 13% from 3Q 2024). Net income: zł160.0m (flat on 3Q 2024). Profit margin: 8.2% (down from 9.2% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Hospitality industry in Europe.Buy Or Sell Opportunity • Nov 18Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to zł123. The fair value is estimated to be zł154, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 68%. Revenue is forecast to grow by 28% in 2 years. Earnings are forecast to decline by 12% in the next 2 years.Buy Or Sell Opportunity • Nov 03Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.3% to zł123. The fair value is estimated to be zł154, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 68%. Revenue is forecast to grow by 30% in 2 years. Earnings are forecast to decline by 9.2% in the next 2 years.分析記事 • Sep 30Should You Investigate Rainbow Tours S.A. (WSE:RBW) At zł120?While Rainbow Tours S.A. ( WSE:RBW ) might not have the largest market cap around , it saw significant share price...Reported Earnings • Sep 26Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: zł928.2m (up 4.8% from 2Q 2024). Net income: zł25.0m (down 57% from 2Q 2024). Profit margin: 2.7% (down from 6.6% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has increased by 92% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 22Rainbow Tours S.A. to Report First Half, 2025 Results on Sep 25, 2025Rainbow Tours S.A. announced that they will report first half, 2025 results on Sep 25, 2025New Risk • Aug 03New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 8.6% 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 8.6% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Upcoming Dividend • Jun 26Upcoming dividend of zł7.67 per shareEligible shareholders must have bought the stock before 03 July 2025. Payment date: 11 July 2025. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 7.9%. Within top quartile of Polish dividend payers (7.0%). Higher than average of industry peers (2.9%).Reported Earnings • May 30First quarter 2025 earnings releasedFirst quarter 2025 results: Revenue: zł869.8m (up 21% from 1Q 2024). Net income: zł59.5m (up 53% from 1Q 2024). Profit margin: 6.8% (up from 5.4% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Hospitality industry in Europe.お知らせ • May 22Rainbow Tours S.A., Annual General Meeting, Jun 17, 2025Rainbow Tours S.A., Annual General Meeting, Jun 17, 2025.お知らせ • May 17Rainbow Tours S.A. (WSE:RBW) signed an preliminary agreement to acquire 70% stake in Paralela 45 Turism Srl.Rainbow Tours S.A. (WSE:RBW) signed an preliminary agreement to acquire 70% stake in Paralela 45 Turism Srl on May 15, 2025. The acquisition of the remaining 30% of shares will be realized in stages in tranches until 2030. The conclusion of the final agreement is planned for the end of June 2025, and the transaction will be finalized after meeting the standard conditions precedent, including obtaining the consent of the Romanian Competition Authority. BT Capital Partners S.A. acted as financial advisor for Paralela 45 Turism Srl.分析記事 • Apr 25We Think That There Are Issues Underlying Rainbow Tours' (WSE:RBW) EarningsDespite posting some strong earnings, the market for Rainbow Tours S.A.'s ( WSE:RBW ) stock hasn't moved much. We did...Reported Earnings • Apr 22Full year 2024 earnings releasedFull year 2024 results: Revenue: zł4.07b (up 24% from FY 2023). Net income: zł282.0m (up 63% from FY 2023). Profit margin: 6.9% (up from 5.2% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Hospitality industry in Europe.Price Target Changed • Mar 14Price target increased by 7.6% to zł128Up from zł119, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of zł130. Stock is up 63% over the past year. The company is forecast to post earnings per share of zł17.40 for next year compared to zł11.88 last year.Reported Earnings • Nov 24Third quarter 2024 earnings released: EPS: zł11.26 (vs zł7.62 in 3Q 2023)Third quarter 2024 results: EPS: zł11.26 (up from zł7.62 in 3Q 2023). Revenue: zł1.74b (up 21% from 3Q 2023). Net income: zł159.8m (up 44% from 3Q 2023). Profit margin: 9.2% (up from 7.7% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 79% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Nov 20Upcoming dividend of zł3.33 per shareEligible shareholders must have bought the stock before 27 November 2024. Payment date: 05 December 2024. Payout ratio is a comfortable 37% but the company is paying out more than the cash it is generating. Trailing yield: 5.7%. Lower than top quartile of Polish dividend payers (7.8%). Higher than average of industry peers (2.7%).Reported Earnings • Oct 01Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: zł885.8m (up 25% from 2Q 2023). Net income: zł58.1m (up 62% from 2Q 2023). Profit margin: 6.6% (up from 5.0% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Hospitality industry in Europe.Price Target Changed • Sep 03Price target decreased by 26% to zł99.20Down from zł134, the current price target is an average from 3 analysts. New target price is 6.2% below last closing price of zł106. Stock is up 163% over the past year. The company posted earnings per share of zł11.88 last year.Buy Or Sell Opportunity • Jul 18Now 22% undervaluedOver the last 90 days, the stock has risen 47% to zł108. The fair value is estimated to be zł138, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 54% over the last 3 years. Meanwhile, the company has become profitable.お知らせ • Jun 19Rainbow Tours to Pay Additional Dividend for 2023Rainbow Tours' general meeting has decided to allocate additional amount of PLN 50.9 million (EUR 11.7 million) for a dividend payment, which translates into PLN 3.5 (EUR 0.81) per share. Taking into account the two previously paid advances of PLN 0.79 (EUR 0.18) and PLN 2 (EUR 0.46) per share, the company's dividend for 2023 amounts to PLN 6.29 (EUR 1.45) per share. In total, the company will allocate PLN 91.5 million (EUR 21.1 million) for dividends from its 2023 profit.Upcoming Dividend • Jun 18Upcoming dividend of zł3.50 per shareEligible shareholders must have bought the stock before 25 June 2024. Payment date: 03 July 2024. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 5.3%. Lower than top quartile of Polish dividend payers (7.7%). Higher than average of industry peers (3.0%).Buy Or Sell Opportunity • Jun 07Now 20% undervaluedOver the last 90 days, the stock has risen 44% to zł104. The fair value is estimated to be zł131, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 54% over the last 3 years. Meanwhile, the company has become profitable.Reported Earnings • May 27First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: zł721.6m (up 30% from 1Q 2023). Net income: zł39.0m (up 97% from 1Q 2023). Profit margin: 5.4% (up from 3.6% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Hospitality industry in Europe.お知らせ • May 21Rainbow Tours S.A., Annual General Meeting, Jun 18, 2024Rainbow Tours S.A., Annual General Meeting, Jun 18, 2024.お知らせ • May 16Rainbow Tours Provides Consolidated Earnings Guidance for the First Quarter of 2024Rainbow Tours provided consolidated earnings guidance for the first quarter of 2024. The company estimated it had PLN 38.2 million consolidated net profit in the first quarter of 2024, 103.6% higher than in the previous year period. Estimated sales revenue amounted to PLN 726.6 million and were higher 30.7% year on year. Consolidated EBIT amounted to PLN 53.4 million and was higher 120.1% year on year.Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 15%After last week's 15% share price gain to zł107, the stock trades at a trailing P/E ratio of 9x. Average forward P/E is 13x in the Hospitality industry in Poland. Total returns to shareholders of 289% over the past three years.分析記事 • May 11Rainbow Tours S.A.'s (WSE:RBW) 30% Share Price Surge Not Quite Adding UpRainbow Tours S.A. ( WSE:RBW ) shares have continued their recent momentum with a 30% gain in the last month alone. The...分析記事 • Apr 27Rainbow Tours' (WSE:RBW) Performance Is Even Better Than Its Earnings SuggestRainbow Tours S.A. ( WSE:RBW ) just reported healthy earnings but the stock price didn't move much. We think that...Valuation Update With 7 Day Price Move • Apr 26Investor sentiment improves as stock rises 15%After last week's 15% share price gain to zł86.40, the stock trades at a trailing P/E ratio of 7.3x. Average forward P/E is 14x in the Hospitality industry in Poland. Total returns to shareholders of 212% over the past three years.Reported Earnings • Apr 21Full year 2023 earnings releasedFull year 2023 results: Revenue: zł3.29b (up 38% from FY 2022). Net income: zł172.8m (up zł151.3m from FY 2022). Profit margin: 5.2% (up from 0.9% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Hospitality industry in Europe.お知らせ • Apr 05Rainbow Tours Provides Consolidated Earnings Guidance for the Fiscal Year 2023Rainbow Tours provided consolidated earnings guidance for the fiscal year 2023. for the year, the company estimates a consolidated net profit of PLN 173.8 million (EUR 40.5 million), significantly up from PLN 22.3 million (EUR 5.2 million) profit a year earlier.分析記事 • Mar 08What Rainbow Tours S.A.'s (WSE:RBW) 26% Share Price Gain Is Not Telling YouDespite an already strong run, Rainbow Tours S.A. ( WSE:RBW ) shares have been powering on, with a gain of 26% in the...Valuation Update With 7 Day Price Move • Mar 05Investor sentiment improves as stock rises 17%After last week's 17% share price gain to zł72.60, the stock trades at a trailing P/E ratio of 7.1x. Average trailing P/E is 17x in the Hospitality industry in Poland. Total returns to shareholders of 225% over the past three years.分析記事 • Mar 02These 4 Measures Indicate That Rainbow Tours (WSE:RBW) Is Using Debt SafelyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...お知らせ • Jan 19+ 3 more updatesRainbow Tours S.A. to Report Q3, 2024 Results on Nov 22, 2024Rainbow Tours S.A. announced that they will report Q3, 2024 results on Nov 22, 2024Upcoming Dividend • Jan 16Upcoming dividend of zł2.00 per share at 5.4% yieldEligible shareholders must have bought the stock before 23 January 2024. Payment date: 31 January 2024. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 5.4%. Lower than top quartile of Polish dividend payers (7.7%). Higher than average of industry peers (2.7%).分析記事 • Dec 22Rainbow Tours S.A.'s (WSE:RBW) 30% Share Price Surge Not Quite Adding UpRainbow Tours S.A. ( WSE:RBW ) shares have continued their recent momentum with a 30% gain in the last month alone. The...分析記事 • Dec 13Why We Like The Returns At Rainbow Tours (WSE:RBW)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...Reported Earnings • Nov 21Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: zł1.43b (up 29% from 3Q 2022). Net income: zł110.8m (up 124% from 3Q 2022). Profit margin: 7.7% (up from 4.4% in 3Q 2022). The increase in margin was driven by higher revenue.Reported Earnings • Oct 02Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: zł709.1m (up 41% from 2Q 2022). Net income: zł35.8m (up zł41.1m from 2Q 2022). Profit margin: 5.0% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has only increased by 44% per year, which means it is significantly lagging earnings growth.分析記事 • Sep 09Does Rainbow Tours (WSE:RBW) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Upcoming Dividend • Aug 09Upcoming dividend of zł0.79 per share at 4.7% yieldEligible shareholders must have bought the stock before 16 August 2023. Payment date: 24 August 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.7%. Lower than top quartile of Polish dividend payers (7.3%). Higher than average of industry peers (2.3%).Upcoming Dividend • Jun 27Upcoming dividend of zł0.50 per share at 5.0% yieldEligible shareholders must have bought the stock before 04 July 2023. Payment date: 12 July 2023. Trailing yield: 5.0%. Lower than top quartile of Polish dividend payers (7.2%). Higher than average of industry peers (2.2%).Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improves as stock rises 17%After last week's 17% share price gain to zł44.50, the stock trades at a trailing P/E ratio of 30.3x. Average forward P/E is 19x in the Hospitality industry in Poland. Total returns to shareholders of 109% over the past three years.お知らせ • Jun 04Rainbow Tours S.A., Annual General Meeting, Jun 28, 2023Rainbow Tours S.A., Annual General Meeting, Jun 28, 2023, at 12:00 Central European Standard Time.分析記事 • May 18There Are Reasons To Feel Uneasy About Rainbow Tours' (WSE:RBW) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to zł34.75, the stock trades at a trailing P/E ratio of 23.7x. Average forward P/E is 17x in the Hospitality industry in Poland. Total returns to shareholders of 165% over the past three years.Valuation Update With 7 Day Price Move • Mar 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to zł29.00, the stock trades at a trailing P/E ratio of 19.8x. Average forward P/E is 18x in the Hospitality industry in Poland. Total returns to shareholders of 88% over the past three years.お知らせ • Jan 20+ 3 more updatesRainbow Tours S.A. to Report First Half, 2023 Results on Sep 29, 2023Rainbow Tours S.A. announced that they will report first half, 2023 results on Sep 29, 2023分析記事 • Jan 05Is Rainbow Tours (WSE:RBW) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Nov 20Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: zł1.11b (up 62% from 3Q 2021). Net income: zł49.5m (flat on 3Q 2021). Profit margin: 4.4% (down from 7.2% in 3Q 2021). The decrease in margin was driven by higher expenses.Upcoming Dividend • Oct 13Upcoming dividend of zł1.50 per shareEligible shareholders must have bought the stock before 20 October 2022. Payment date: 31 October 2022. Trailing yield: 8.3%. Lower than top quartile of Polish dividend payers (9.3%). Higher than average of industry peers (2.3%).Reported Earnings • Oct 02Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: zł504.7m (up 107% from 2Q 2021). Net loss: zł5.31m (flat on 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.分析記事 • Aug 13Here's Why Rainbow Tours (WSE:RBW) Can Manage Its Debt ResponsiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...お知らせ • Jun 07Rainbow Tours S.A., Annual General Meeting, Jun 30, 2022Rainbow Tours S.A., Annual General Meeting, Jun 30, 2022.分析記事 • Nov 28Is Rainbow Tours (WSE:RBW) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Reported Earnings • Nov 28Third quarter 2021 earnings: Revenues miss analyst expectationsThird quarter 2021 results: Revenue: zł687.5m (up 401% from 3Q 2020). Net income: zł49.2m (up zł48.6m from 3Q 2020). Profit margin: 7.2% (up from 0.5% in 3Q 2020). Revenue missed analyst estimates by 88%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 90 percentage points per year, which is a significant difference in performance.分析記事 • Jul 14Is Rainbow Tours (WSE:RBW) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Is New 90 Day High Low • Mar 11New 90-day high: zł27.00The company is up 11% from its price of zł24.30 on 11 December 2020. The Polish market is up 5.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Hospitality industry, which is up 20% over the same period.お知らせ • Jan 29+ 3 more updatesRainbow Tours S.A. to Report First Half, 2021 Results on Sep 30, 2021Rainbow Tours S.A. announced that they will report first half, 2021 results on Sep 30, 2021分析記事 • Jan 05How Much Did Rainbow Tours'(WSE:RBW) Shareholders Earn From Share Price Movements Over The Last Three Years?It is doubtless a positive to see that the Rainbow Tours S.A. ( WSE:RBW ) share price has gained some 93% in the last...Is New 90 Day High Low • Jan 04New 90-day high: zł25.40The company is up 93% from its price of zł13.15 on 06 October 2020. The Polish market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 44% over the same period.Is New 90 Day High Low • Dec 11New 90-day high: zł24.10The company is up 86% from its price of zł12.95 on 11 September 2020. The Polish market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 45% over the same period.Reported Earnings • Nov 22Third quarter 2020 earnings released: EPS zł0.045The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: zł137.1m (down 83% from 3Q 2019). Net income: zł661.0k (down 99% from 3Q 2019). Profit margin: 0.5% (down from 5.4% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Nov 20Market bids up stock over the past weekAfter last week's 20% share price gain to zł19.90, the stock is trading at a trailing P/E ratio of 31.4x, up from the previous P/E ratio of 26.2x. This compares to an average P/E of 22x in the Hospitality industry in Europe. Total return to shareholders over the past three years is a loss of 50%.Valuation Update With 7 Day Price Move • Nov 17Market bids up stock over the past weekAfter last week's 19% share price gain to zł19.60, the stock is trading at a trailing P/E ratio of 30.9x, up from the previous P/E ratio of 26.1x. This compares to an average P/E of 22x in the Hospitality industry in Europe. Total return to shareholders over the past three years is a loss of 48%.Valuation Update With 7 Day Price Move • Nov 03Market bids up stock over the past weekAfter last week's 18% share price gain to zł12.00, the stock is trading at a trailing P/E ratio of 18.9x, up from the previous P/E ratio of 16.1x. This compares to an average P/E of 20x in the Hospitality industry in Europe. Total return to shareholders over the past three years is a loss of 64%.Valuation Update With 7 Day Price Move • Oct 14Market pulls back on stock over the past weekAfter last week's 17% share price decline to zł11.30, the stock is trading at a trailing P/E ratio of 17.8x, down from the previous P/E ratio of 21.5x. This compares to an average P/E of 21x in the Hospitality industry in Europe. Total return to shareholders over the past three years is a loss of 67%.Is New 90 Day High Low • Oct 13New 90-day low: zł11.70The company is down 33% from its price of zł17.35 on 15 July 2020. The Polish market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is down 17% over the same period.Reported Earnings • Oct 01First half earnings releasedOver the last 12 months the company has reported total profits of zł9.22m, down 18% from the prior year. Total revenue was zł1.37b over the last 12 months, down 16% from the prior year.収支内訳Rainbow Tours の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史WSE:RBW 収益、費用、利益 ( )PLN Millions日付収益収益G+A経費研究開発費30 Sep 254,479270414030 Jun 254,259269396031 Mar 254,216302390031 Dec 244,068282384030 Sep 243,938263369030 Jun 243,636214359031 Mar 243,459192343031 Dec 233,293173332030 Sep 233,159149317030 Jun 232,83889273031 Mar 232,63448247031 Dec 222,39321221030 Sep 222,20621210030 Jun 221,78020193031 Mar 221,52020173031 Dec 211,27917155030 Sep 211,0237128030 Jun 21473-4286031 Mar 21236-5274031 Dec 20434-4294030 Sep 20686-34123030 Jun 201,3659167031 Mar 201,77427194031 Dec 191,74629190030 Sep 191,71342182030 Jun 191,63111174031 Mar 191,5937172031 Dec 181,5998167030 Sep 181,5896162030 Jun 181,49131165031 Mar 181,43937158031 Dec 171,40836154030 Sep 171,38242156030 Jun 171,29328143031 Mar 171,23427139031 Dec 161,20127135030 Sep 161,16428129030 Jun 161,14930125031 Mar 161,13433120031 Dec 151,11932115030 Sep 151,10931117030 Jun 151,025311100質の高い収益: RBWは 高品質の収益 を持っています。利益率の向上: RBWの現在の純利益率 (6%)は、昨年(6.7%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: RBW過去 5 年間で収益を上げており、収益は年間64.5%増加しています。成長の加速: RBWの過去 1 年間の収益成長率 ( 2.4% ) は、5 年間の平均 ( 年間64.5%を下回っています。収益対業界: RBWの過去 1 年間の収益成長率 ( 2.4% ) Hospitality業界13.9%を上回りませんでした。株主資本利益率高いROE: RBWの 自己資本利益率 ( 51.2% ) は 傑出している と考えられます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YConsumer-services 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/16 22:49終値2026/06/16 00:00収益2025/09/30年間収益2024/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Rainbow Tours 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。5 アナリスト機関Piotr PoniatowskiBiuro maklerskie mBankuAdrian KowollikEast Value Research GmbHAdrian GórniakIpopema Securities S.A.2 その他のアナリストを表示
分析記事 • Dec 05We Like The Quality Of Rainbow Tours' (WSE:RBW) EarningsRainbow Tours S.A. ( WSE:RBW ) announced a healthy earnings result recently, and the market rewarded it with a strong...
Reported Earnings • Nov 29Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: zł1.96b (up 13% from 3Q 2024). Net income: zł160.0m (flat on 3Q 2024). Profit margin: 8.2% (down from 9.2% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Hospitality industry in Europe.
Reported Earnings • Sep 26Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: zł928.2m (up 4.8% from 2Q 2024). Net income: zł25.0m (down 57% from 2Q 2024). Profit margin: 2.7% (down from 6.6% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has increased by 92% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 22Rainbow Tours S.A. to Report First Half, 2025 Results on Sep 25, 2025Rainbow Tours S.A. announced that they will report first half, 2025 results on Sep 25, 2025
Reported Earnings • May 30First quarter 2025 earnings releasedFirst quarter 2025 results: Revenue: zł869.8m (up 21% from 1Q 2024). Net income: zł59.5m (up 53% from 1Q 2024). Profit margin: 6.8% (up from 5.4% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Hospitality industry in Europe.
分析記事 • Apr 25We Think That There Are Issues Underlying Rainbow Tours' (WSE:RBW) EarningsDespite posting some strong earnings, the market for Rainbow Tours S.A.'s ( WSE:RBW ) stock hasn't moved much. We did...
New Risk • Jun 15New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 4.6% per year for the foreseeable future. Minor Risks Latest financial reports are more than 6 months old (reported September 2025 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Buy Or Sell Opportunity • Jun 12Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to zł148. The fair value is estimated to be zł123, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 57%. For the next 3 years, revenue is forecast to grow by 9.2% per annum. Earnings are forecast to decline by 4.6% per annum over the same time period.
Declared Dividend • Jun 05Dividend of zł8.60 announcedShareholders will receive a dividend of zł8.60. Ex-date: 1st July 2026 Payment date: 9th July 2026 Dividend yield will be 5.9%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 30% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 20% over the next 3 years. However, it would need to fall by 54% to increase the payout ratio to a potentially unsustainable range.
お知らせ • Jun 01Rainbow Tours S.A., Annual General Meeting, Jun 25, 2026Rainbow Tours S.A., Annual General Meeting, Jun 25, 2026, at 12:00 Central European Standard Time.
Buy Or Sell Opportunity • Apr 20Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at zł149. The fair value is estimated to be zł188, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 57%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to decline by 14% in the next 2 years.
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to zł151, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 13x in the Hospitality industry in Europe. Total returns to shareholders of 407% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł190 per share.
Major Estimate Revision • Mar 17Consensus EPS estimates increase by 14%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from zł16.31 to zł18.52. Revenue forecast steady at zł4.52b. Net income forecast to shrink 11% next year vs 14% growth forecast for Hospitality industry in Poland . Consensus price target broadly unchanged at zł187. Share price fell 6.4% to zł134 over the past week.
分析記事 • Dec 05We Like The Quality Of Rainbow Tours' (WSE:RBW) EarningsRainbow Tours S.A. ( WSE:RBW ) announced a healthy earnings result recently, and the market rewarded it with a strong...
Reported Earnings • Nov 29Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: zł1.96b (up 13% from 3Q 2024). Net income: zł160.0m (flat on 3Q 2024). Profit margin: 8.2% (down from 9.2% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Hospitality industry in Europe.
Buy Or Sell Opportunity • Nov 18Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to zł123. The fair value is estimated to be zł154, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 68%. Revenue is forecast to grow by 28% in 2 years. Earnings are forecast to decline by 12% in the next 2 years.
Buy Or Sell Opportunity • Nov 03Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.3% to zł123. The fair value is estimated to be zł154, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 68%. Revenue is forecast to grow by 30% in 2 years. Earnings are forecast to decline by 9.2% in the next 2 years.
分析記事 • Sep 30Should You Investigate Rainbow Tours S.A. (WSE:RBW) At zł120?While Rainbow Tours S.A. ( WSE:RBW ) might not have the largest market cap around , it saw significant share price...
Reported Earnings • Sep 26Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: zł928.2m (up 4.8% from 2Q 2024). Net income: zł25.0m (down 57% from 2Q 2024). Profit margin: 2.7% (down from 6.6% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has increased by 92% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 22Rainbow Tours S.A. to Report First Half, 2025 Results on Sep 25, 2025Rainbow Tours S.A. announced that they will report first half, 2025 results on Sep 25, 2025
New Risk • Aug 03New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 8.6% 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 8.6% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Upcoming Dividend • Jun 26Upcoming dividend of zł7.67 per shareEligible shareholders must have bought the stock before 03 July 2025. Payment date: 11 July 2025. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 7.9%. Within top quartile of Polish dividend payers (7.0%). Higher than average of industry peers (2.9%).
Reported Earnings • May 30First quarter 2025 earnings releasedFirst quarter 2025 results: Revenue: zł869.8m (up 21% from 1Q 2024). Net income: zł59.5m (up 53% from 1Q 2024). Profit margin: 6.8% (up from 5.4% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Hospitality industry in Europe.
お知らせ • May 22Rainbow Tours S.A., Annual General Meeting, Jun 17, 2025Rainbow Tours S.A., Annual General Meeting, Jun 17, 2025.
お知らせ • May 17Rainbow Tours S.A. (WSE:RBW) signed an preliminary agreement to acquire 70% stake in Paralela 45 Turism Srl.Rainbow Tours S.A. (WSE:RBW) signed an preliminary agreement to acquire 70% stake in Paralela 45 Turism Srl on May 15, 2025. The acquisition of the remaining 30% of shares will be realized in stages in tranches until 2030. The conclusion of the final agreement is planned for the end of June 2025, and the transaction will be finalized after meeting the standard conditions precedent, including obtaining the consent of the Romanian Competition Authority. BT Capital Partners S.A. acted as financial advisor for Paralela 45 Turism Srl.
分析記事 • Apr 25We Think That There Are Issues Underlying Rainbow Tours' (WSE:RBW) EarningsDespite posting some strong earnings, the market for Rainbow Tours S.A.'s ( WSE:RBW ) stock hasn't moved much. We did...
Reported Earnings • Apr 22Full year 2024 earnings releasedFull year 2024 results: Revenue: zł4.07b (up 24% from FY 2023). Net income: zł282.0m (up 63% from FY 2023). Profit margin: 6.9% (up from 5.2% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Hospitality industry in Europe.
Price Target Changed • Mar 14Price target increased by 7.6% to zł128Up from zł119, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of zł130. Stock is up 63% over the past year. The company is forecast to post earnings per share of zł17.40 for next year compared to zł11.88 last year.
Reported Earnings • Nov 24Third quarter 2024 earnings released: EPS: zł11.26 (vs zł7.62 in 3Q 2023)Third quarter 2024 results: EPS: zł11.26 (up from zł7.62 in 3Q 2023). Revenue: zł1.74b (up 21% from 3Q 2023). Net income: zł159.8m (up 44% from 3Q 2023). Profit margin: 9.2% (up from 7.7% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 79% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Nov 20Upcoming dividend of zł3.33 per shareEligible shareholders must have bought the stock before 27 November 2024. Payment date: 05 December 2024. Payout ratio is a comfortable 37% but the company is paying out more than the cash it is generating. Trailing yield: 5.7%. Lower than top quartile of Polish dividend payers (7.8%). Higher than average of industry peers (2.7%).
Reported Earnings • Oct 01Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: zł885.8m (up 25% from 2Q 2023). Net income: zł58.1m (up 62% from 2Q 2023). Profit margin: 6.6% (up from 5.0% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Hospitality industry in Europe.
Price Target Changed • Sep 03Price target decreased by 26% to zł99.20Down from zł134, the current price target is an average from 3 analysts. New target price is 6.2% below last closing price of zł106. Stock is up 163% over the past year. The company posted earnings per share of zł11.88 last year.
Buy Or Sell Opportunity • Jul 18Now 22% undervaluedOver the last 90 days, the stock has risen 47% to zł108. The fair value is estimated to be zł138, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 54% over the last 3 years. Meanwhile, the company has become profitable.
お知らせ • Jun 19Rainbow Tours to Pay Additional Dividend for 2023Rainbow Tours' general meeting has decided to allocate additional amount of PLN 50.9 million (EUR 11.7 million) for a dividend payment, which translates into PLN 3.5 (EUR 0.81) per share. Taking into account the two previously paid advances of PLN 0.79 (EUR 0.18) and PLN 2 (EUR 0.46) per share, the company's dividend for 2023 amounts to PLN 6.29 (EUR 1.45) per share. In total, the company will allocate PLN 91.5 million (EUR 21.1 million) for dividends from its 2023 profit.
Upcoming Dividend • Jun 18Upcoming dividend of zł3.50 per shareEligible shareholders must have bought the stock before 25 June 2024. Payment date: 03 July 2024. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 5.3%. Lower than top quartile of Polish dividend payers (7.7%). Higher than average of industry peers (3.0%).
Buy Or Sell Opportunity • Jun 07Now 20% undervaluedOver the last 90 days, the stock has risen 44% to zł104. The fair value is estimated to be zł131, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 54% over the last 3 years. Meanwhile, the company has become profitable.
Reported Earnings • May 27First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: zł721.6m (up 30% from 1Q 2023). Net income: zł39.0m (up 97% from 1Q 2023). Profit margin: 5.4% (up from 3.6% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Hospitality industry in Europe.
お知らせ • May 21Rainbow Tours S.A., Annual General Meeting, Jun 18, 2024Rainbow Tours S.A., Annual General Meeting, Jun 18, 2024.
お知らせ • May 16Rainbow Tours Provides Consolidated Earnings Guidance for the First Quarter of 2024Rainbow Tours provided consolidated earnings guidance for the first quarter of 2024. The company estimated it had PLN 38.2 million consolidated net profit in the first quarter of 2024, 103.6% higher than in the previous year period. Estimated sales revenue amounted to PLN 726.6 million and were higher 30.7% year on year. Consolidated EBIT amounted to PLN 53.4 million and was higher 120.1% year on year.
Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 15%After last week's 15% share price gain to zł107, the stock trades at a trailing P/E ratio of 9x. Average forward P/E is 13x in the Hospitality industry in Poland. Total returns to shareholders of 289% over the past three years.
分析記事 • May 11Rainbow Tours S.A.'s (WSE:RBW) 30% Share Price Surge Not Quite Adding UpRainbow Tours S.A. ( WSE:RBW ) shares have continued their recent momentum with a 30% gain in the last month alone. The...
分析記事 • Apr 27Rainbow Tours' (WSE:RBW) Performance Is Even Better Than Its Earnings SuggestRainbow Tours S.A. ( WSE:RBW ) just reported healthy earnings but the stock price didn't move much. We think that...
Valuation Update With 7 Day Price Move • Apr 26Investor sentiment improves as stock rises 15%After last week's 15% share price gain to zł86.40, the stock trades at a trailing P/E ratio of 7.3x. Average forward P/E is 14x in the Hospitality industry in Poland. Total returns to shareholders of 212% over the past three years.
Reported Earnings • Apr 21Full year 2023 earnings releasedFull year 2023 results: Revenue: zł3.29b (up 38% from FY 2022). Net income: zł172.8m (up zł151.3m from FY 2022). Profit margin: 5.2% (up from 0.9% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Hospitality industry in Europe.
お知らせ • Apr 05Rainbow Tours Provides Consolidated Earnings Guidance for the Fiscal Year 2023Rainbow Tours provided consolidated earnings guidance for the fiscal year 2023. for the year, the company estimates a consolidated net profit of PLN 173.8 million (EUR 40.5 million), significantly up from PLN 22.3 million (EUR 5.2 million) profit a year earlier.
分析記事 • Mar 08What Rainbow Tours S.A.'s (WSE:RBW) 26% Share Price Gain Is Not Telling YouDespite an already strong run, Rainbow Tours S.A. ( WSE:RBW ) shares have been powering on, with a gain of 26% in the...
Valuation Update With 7 Day Price Move • Mar 05Investor sentiment improves as stock rises 17%After last week's 17% share price gain to zł72.60, the stock trades at a trailing P/E ratio of 7.1x. Average trailing P/E is 17x in the Hospitality industry in Poland. Total returns to shareholders of 225% over the past three years.
分析記事 • Mar 02These 4 Measures Indicate That Rainbow Tours (WSE:RBW) Is Using Debt SafelyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
お知らせ • Jan 19+ 3 more updatesRainbow Tours S.A. to Report Q3, 2024 Results on Nov 22, 2024Rainbow Tours S.A. announced that they will report Q3, 2024 results on Nov 22, 2024
Upcoming Dividend • Jan 16Upcoming dividend of zł2.00 per share at 5.4% yieldEligible shareholders must have bought the stock before 23 January 2024. Payment date: 31 January 2024. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 5.4%. Lower than top quartile of Polish dividend payers (7.7%). Higher than average of industry peers (2.7%).
分析記事 • Dec 22Rainbow Tours S.A.'s (WSE:RBW) 30% Share Price Surge Not Quite Adding UpRainbow Tours S.A. ( WSE:RBW ) shares have continued their recent momentum with a 30% gain in the last month alone. The...
分析記事 • Dec 13Why We Like The Returns At Rainbow Tours (WSE:RBW)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...
Reported Earnings • Nov 21Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: zł1.43b (up 29% from 3Q 2022). Net income: zł110.8m (up 124% from 3Q 2022). Profit margin: 7.7% (up from 4.4% in 3Q 2022). The increase in margin was driven by higher revenue.
Reported Earnings • Oct 02Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: zł709.1m (up 41% from 2Q 2022). Net income: zł35.8m (up zł41.1m from 2Q 2022). Profit margin: 5.0% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has only increased by 44% per year, which means it is significantly lagging earnings growth.
分析記事 • Sep 09Does Rainbow Tours (WSE:RBW) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Upcoming Dividend • Aug 09Upcoming dividend of zł0.79 per share at 4.7% yieldEligible shareholders must have bought the stock before 16 August 2023. Payment date: 24 August 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.7%. Lower than top quartile of Polish dividend payers (7.3%). Higher than average of industry peers (2.3%).
Upcoming Dividend • Jun 27Upcoming dividend of zł0.50 per share at 5.0% yieldEligible shareholders must have bought the stock before 04 July 2023. Payment date: 12 July 2023. Trailing yield: 5.0%. Lower than top quartile of Polish dividend payers (7.2%). Higher than average of industry peers (2.2%).
Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improves as stock rises 17%After last week's 17% share price gain to zł44.50, the stock trades at a trailing P/E ratio of 30.3x. Average forward P/E is 19x in the Hospitality industry in Poland. Total returns to shareholders of 109% over the past three years.
お知らせ • Jun 04Rainbow Tours S.A., Annual General Meeting, Jun 28, 2023Rainbow Tours S.A., Annual General Meeting, Jun 28, 2023, at 12:00 Central European Standard Time.
分析記事 • May 18There Are Reasons To Feel Uneasy About Rainbow Tours' (WSE:RBW) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to zł34.75, the stock trades at a trailing P/E ratio of 23.7x. Average forward P/E is 17x in the Hospitality industry in Poland. Total returns to shareholders of 165% over the past three years.
Valuation Update With 7 Day Price Move • Mar 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to zł29.00, the stock trades at a trailing P/E ratio of 19.8x. Average forward P/E is 18x in the Hospitality industry in Poland. Total returns to shareholders of 88% over the past three years.
お知らせ • Jan 20+ 3 more updatesRainbow Tours S.A. to Report First Half, 2023 Results on Sep 29, 2023Rainbow Tours S.A. announced that they will report first half, 2023 results on Sep 29, 2023
分析記事 • Jan 05Is Rainbow Tours (WSE:RBW) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Nov 20Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: zł1.11b (up 62% from 3Q 2021). Net income: zł49.5m (flat on 3Q 2021). Profit margin: 4.4% (down from 7.2% in 3Q 2021). The decrease in margin was driven by higher expenses.
Upcoming Dividend • Oct 13Upcoming dividend of zł1.50 per shareEligible shareholders must have bought the stock before 20 October 2022. Payment date: 31 October 2022. Trailing yield: 8.3%. Lower than top quartile of Polish dividend payers (9.3%). Higher than average of industry peers (2.3%).
Reported Earnings • Oct 02Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: zł504.7m (up 107% from 2Q 2021). Net loss: zł5.31m (flat on 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
分析記事 • Aug 13Here's Why Rainbow Tours (WSE:RBW) Can Manage Its Debt ResponsiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
お知らせ • Jun 07Rainbow Tours S.A., Annual General Meeting, Jun 30, 2022Rainbow Tours S.A., Annual General Meeting, Jun 30, 2022.
分析記事 • Nov 28Is Rainbow Tours (WSE:RBW) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Reported Earnings • Nov 28Third quarter 2021 earnings: Revenues miss analyst expectationsThird quarter 2021 results: Revenue: zł687.5m (up 401% from 3Q 2020). Net income: zł49.2m (up zł48.6m from 3Q 2020). Profit margin: 7.2% (up from 0.5% in 3Q 2020). Revenue missed analyst estimates by 88%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 90 percentage points per year, which is a significant difference in performance.
分析記事 • Jul 14Is Rainbow Tours (WSE:RBW) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Is New 90 Day High Low • Mar 11New 90-day high: zł27.00The company is up 11% from its price of zł24.30 on 11 December 2020. The Polish market is up 5.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Hospitality industry, which is up 20% over the same period.
お知らせ • Jan 29+ 3 more updatesRainbow Tours S.A. to Report First Half, 2021 Results on Sep 30, 2021Rainbow Tours S.A. announced that they will report first half, 2021 results on Sep 30, 2021
分析記事 • Jan 05How Much Did Rainbow Tours'(WSE:RBW) Shareholders Earn From Share Price Movements Over The Last Three Years?It is doubtless a positive to see that the Rainbow Tours S.A. ( WSE:RBW ) share price has gained some 93% in the last...
Is New 90 Day High Low • Jan 04New 90-day high: zł25.40The company is up 93% from its price of zł13.15 on 06 October 2020. The Polish market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 44% over the same period.
Is New 90 Day High Low • Dec 11New 90-day high: zł24.10The company is up 86% from its price of zł12.95 on 11 September 2020. The Polish market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 45% over the same period.
Reported Earnings • Nov 22Third quarter 2020 earnings released: EPS zł0.045The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: zł137.1m (down 83% from 3Q 2019). Net income: zł661.0k (down 99% from 3Q 2019). Profit margin: 0.5% (down from 5.4% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Nov 20Market bids up stock over the past weekAfter last week's 20% share price gain to zł19.90, the stock is trading at a trailing P/E ratio of 31.4x, up from the previous P/E ratio of 26.2x. This compares to an average P/E of 22x in the Hospitality industry in Europe. Total return to shareholders over the past three years is a loss of 50%.
Valuation Update With 7 Day Price Move • Nov 17Market bids up stock over the past weekAfter last week's 19% share price gain to zł19.60, the stock is trading at a trailing P/E ratio of 30.9x, up from the previous P/E ratio of 26.1x. This compares to an average P/E of 22x in the Hospitality industry in Europe. Total return to shareholders over the past three years is a loss of 48%.
Valuation Update With 7 Day Price Move • Nov 03Market bids up stock over the past weekAfter last week's 18% share price gain to zł12.00, the stock is trading at a trailing P/E ratio of 18.9x, up from the previous P/E ratio of 16.1x. This compares to an average P/E of 20x in the Hospitality industry in Europe. Total return to shareholders over the past three years is a loss of 64%.
Valuation Update With 7 Day Price Move • Oct 14Market pulls back on stock over the past weekAfter last week's 17% share price decline to zł11.30, the stock is trading at a trailing P/E ratio of 17.8x, down from the previous P/E ratio of 21.5x. This compares to an average P/E of 21x in the Hospitality industry in Europe. Total return to shareholders over the past three years is a loss of 67%.
Is New 90 Day High Low • Oct 13New 90-day low: zł11.70The company is down 33% from its price of zł17.35 on 15 July 2020. The Polish market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is down 17% over the same period.
Reported Earnings • Oct 01First half earnings releasedOver the last 12 months the company has reported total profits of zł9.22m, down 18% from the prior year. Total revenue was zł1.37b over the last 12 months, down 16% from the prior year.