Agora（AGO）株式概要アゴラS.A.はその子会社とともに、主にポーランドで雑誌、定期刊行物、書籍の出版を行っている。 詳細AGO ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績4/6財務の健全性2/6配当金2/6報酬当社が推定した公正価値より84.4%で取引されている 過去1年間で収益は275.5%増加しました リスク分析2.89%の配当は利益で十分にカバーされていない 財務結果に影響を与える大きな一時的項目 すべてのリスクチェックを見るAGO Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValuezłCurrent Pricezł8.644.8% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-117m3b2016201920222025202620282031Revenue zł3.1bEarnings zł44.6mAdvancedSet Fair ValueView all narrativesAgora S.A. 競合他社Polskie Towarzystwo Wspierania PrzedsiebiorczosciSymbol: WSE:PTWMarket cap: zł202.5mMuzaSymbol: WSE:MZAMarket cap: zł32.7mKino Polska TV Spolka AkcyjnaSymbol: WSE:KPLMarket cap: zł390.5me-KioskSymbol: WSE:EKSMarket cap: zł8.3m価格と性能株価の高値、安値、推移の概要Agora過去の株価現在の株価zł8.6452週高値zł10.7052週安値zł7.72ベータ0.401ヶ月の変化-3.57%3ヶ月変化-2.70%1年変化-17.71%3年間の変化8.27%5年間の変化-17.71%IPOからの変化-81.62%最新ニュースReported Earnings • Mar 24Full year 2025 earnings released: EPS: zł0.49 (vs zł0.13 in FY 2024)Full year 2025 results: EPS: zł0.49 (up from zł0.13 in FY 2024). Revenue: zł1.61b (up 8.5% from FY 2024). Net income: zł22.8m (up 276% from FY 2024). Profit margin: 1.4% (up from 0.4% in FY 2024). Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.New Risk • Mar 24New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.5x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.5x net interest cover). Minor Risks Dividend is not well covered by earnings (104% payout ratio). Large one-off items impacting financial results.お知らせ • Jan 27+ 3 more updatesAgora S.A. to Report Q3, 2026 Results on Nov 19, 2026Agora S.A. announced that they will report Q3, 2026 results on Nov 19, 2026分析記事 • Jan 06Agora (WSE:AGO) Takes On Some Risk With Its Use Of DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...お知らせ • Dec 04+ 1 more updatePattern Group Inc. (NasdaqGS:PTRN) entered into a stock purchase agreement to acquire ROI Hunter a.s. from Agora S.A. (WSE:AGO) and others.Pattern Group Inc. (NasdaqGS:PTRN) entered into a stock purchase agreement to acquire ROI Hunter a.s. from Agora S.A. (WSE:AGO) and others on December 1, 2025. The parties have agreed that the price payable to Agora for the sale of all shares held by Agora in the share capital of ROI Hunter shall amount to €6.52 million, of which an amount of €6.2 million shall be paid immediately and an amount of €0.32 million shall be held back by Pattern Group Inc and released gradually over a three-year period pursuant to the terms and timelines set forth in the stock purchase agreement. ICON Corporate Finance Ltd. acted as financial advisor for ROI Hunter a.s. Spencer Fane LLP acted as legal advisor for Pattern Group Inc. Nirris s.r.o. acted as legal advisor for Pattern Group Inc. Badokh acted as legal advisor for ROI Hunter a.s.分析記事 • Dec 01Agora's (WSE:AGO) Conservative Accounting Might Explain Soft EarningsAgora S.A.'s ( WSE:AGO ) recent soft profit numbers didn't appear to worry shareholders, as the stock price showed...最新情報をもっと見るRecent updatesReported Earnings • Mar 24Full year 2025 earnings released: EPS: zł0.49 (vs zł0.13 in FY 2024)Full year 2025 results: EPS: zł0.49 (up from zł0.13 in FY 2024). Revenue: zł1.61b (up 8.5% from FY 2024). Net income: zł22.8m (up 276% from FY 2024). Profit margin: 1.4% (up from 0.4% in FY 2024). Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.New Risk • Mar 24New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.5x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.5x net interest cover). Minor Risks Dividend is not well covered by earnings (104% payout ratio). Large one-off items impacting financial results.お知らせ • Jan 27+ 3 more updatesAgora S.A. to Report Q3, 2026 Results on Nov 19, 2026Agora S.A. announced that they will report Q3, 2026 results on Nov 19, 2026分析記事 • Jan 06Agora (WSE:AGO) Takes On Some Risk With Its Use Of DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...お知らせ • Dec 04+ 1 more updatePattern Group Inc. (NasdaqGS:PTRN) entered into a stock purchase agreement to acquire ROI Hunter a.s. from Agora S.A. (WSE:AGO) and others.Pattern Group Inc. (NasdaqGS:PTRN) entered into a stock purchase agreement to acquire ROI Hunter a.s. from Agora S.A. (WSE:AGO) and others on December 1, 2025. The parties have agreed that the price payable to Agora for the sale of all shares held by Agora in the share capital of ROI Hunter shall amount to €6.52 million, of which an amount of €6.2 million shall be paid immediately and an amount of €0.32 million shall be held back by Pattern Group Inc and released gradually over a three-year period pursuant to the terms and timelines set forth in the stock purchase agreement. ICON Corporate Finance Ltd. acted as financial advisor for ROI Hunter a.s. Spencer Fane LLP acted as legal advisor for Pattern Group Inc. Nirris s.r.o. acted as legal advisor for Pattern Group Inc. Badokh acted as legal advisor for ROI Hunter a.s.分析記事 • Dec 01Agora's (WSE:AGO) Conservative Accounting Might Explain Soft EarningsAgora S.A.'s ( WSE:AGO ) recent soft profit numbers didn't appear to worry shareholders, as the stock price showed...Upcoming Dividend • Aug 19Upcoming dividend of zł0.25 per shareEligible shareholders must have bought the stock before 26 August 2025. Payment date: 18 September 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Polish dividend payers (7.1%). Lower than average of industry peers (4.2%).New Risk • Jun 25New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. The company is paying a dividend despite being loss-making. Dividend yield: 2.6% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings 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. However, this risk is mitigated by the fact the dividend is covered by cash flows. 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.Reported Earnings • May 23First quarter 2025 earnings released: zł0.20 loss per share (vs zł0.014 loss in 1Q 2024)First quarter 2025 results: zł0.20 loss per share (further deteriorated from zł0.014 loss in 1Q 2024). Revenue: zł349.3m (down 9.5% from 1Q 2024). Net loss: zł9.21m (loss widened zł8.57m from 1Q 2024). Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.お知らせ • May 23Agora S.A. announces Annual dividend, payable on September 18, 2025Agora S.A. announced Annual dividend of PLN 0.2500 per share payable on September 18, 2025, ex-date on August 26, 2025 and record date on August 27, 2025.分析記事 • Apr 03Some Investors May Be Willing To Look Past Agora's (WSE:AGO) Soft EarningsShareholders appeared unconcerned with Agora S.A.'s ( WSE:AGO ) lackluster earnings report last week. Our analysis...Reported Earnings • Mar 27Full year 2024 earnings released: EPS: zł0.13 (vs zł1.40 in FY 2023)Full year 2024 results: EPS: zł0.13 (down from zł1.40 in FY 2023). Revenue: zł1.48b (up 3.9% from FY 2023). Net income: zł6.07m (down 91% from FY 2023). Profit margin: 0.4% (down from 4.6% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 27+ 3 more updatesAgora S.A. to Report First Half, 2025 Results on Aug 14, 2025Agora S.A. announced that they will report first half, 2025 results on Aug 14, 2025New Risk • Nov 18New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: zł408.0m (US$99.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.5x net interest cover). Minor Risk Market cap is less than US$100m (zł408.0m market cap, or US$99.5m).Reported Earnings • Nov 17Third quarter 2024 earnings released: zł0.25 loss per share (vs zł0.30 loss in 3Q 2023)Third quarter 2024 results: zł0.25 loss per share (improved from zł0.30 loss in 3Q 2023). Revenue: zł334.5m (down 8.0% from 3Q 2023). Net loss: zł11.4m (loss narrowed 20% from 3Q 2023). Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 16Second quarter 2024 earnings released: zł0.26 loss per share (vs zł0.15 profit in 2Q 2023)Second quarter 2024 results: zł0.26 loss per share (down from zł0.15 profit in 2Q 2023). Revenue: zł337.5m (up 3.2% from 2Q 2023). Net loss: zł12.3m (down 276% from profit in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.分析記事 • Aug 06Agora (WSE:AGO) Has A Somewhat Strained Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Jun 01The Strong Earnings Posted By Agora (WSE:AGO) Are A Good Indication Of The Strength Of The BusinessAgora S.A.'s ( WSE:AGO ) strong earnings report was rewarded with a positive stock price move. We did some digging and...お知らせ • May 31Agora S.A., Annual General Meeting, Jun 28, 2024Agora S.A., Annual General Meeting, Jun 28, 2024.Reported Earnings • May 26First quarter 2024 earnings released: zł0.01 loss per share (vs zł0.70 profit in 1Q 2023)First quarter 2024 results: zł0.01 loss per share (down from zł0.70 profit in 1Q 2023). Revenue: zł385.9m (up 31% from 1Q 2023). Net loss: zł635.0k (down 102% from profit in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Price Target Changed • Apr 30Price target increased by 7.5% to zł10.00Up from zł9.30, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of zł10.40. Stock is up 42% over the past year. The company posted earnings per share of zł1.40 last year.お知らせ • Jan 30Agora Media to Lay Off Up to 180 EmployeesAgora S.A. has reached an agreement with trade unions on group layoffs. They will cover up to 180 employees, and the estimated amount of the provision for this, which will burden the result in the first quarter of 2024, will amount to approximately PLN 10 million (EUR 2.3 million), Agora said in a press release. As stated, the group layoffs will be carried out in the period from February 12 to March 31, 2024. The company assured that employees will also be covered by protective measures including, among others, support in job search and retraining, psychological care and basic medical care until the end of 2024. As reported at the time, the intention of the management board was to conduct layoffs of up to 190 employees working in the digital and printed press and internet areas from February 5 to March 31, 2024.お知らせ • Jan 26+ 3 more updatesAgora S.A. to Report Q3, 2024 Results on Nov 15, 2024Agora S.A. announced that they will report Q3, 2024 results on Nov 15, 2024New Risk • Jan 02New major risk - Revenue and earnings growthEarnings have declined by 7.3% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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. This is currently the only risk that has been identified for the company.分析記事 • Nov 22Agora (WSE:AGO) Has A Somewhat Strained Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Aug 21Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: zł326.9m (up 25% from 2Q 2022). Net income: zł6.96m (up zł22.9m from 2Q 2022). Profit margin: 2.1% (up from net loss in 2Q 2022). Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Media industry in Europe. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Jul 02Now 21% undervaluedOver the last 90 days, the stock is up 15%. The fair value is estimated to be zł10.17, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.6% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 28% in a year. Earnings is forecast to grow by 81% in the next year.Breakeven Date Change • Jun 30Forecast breakeven date pushed back to 2024The analyst covering Agora previously expected the company to break even in 2023. New forecast suggests losses will reduce by 87% to 2023. The company is expected to make a profit of zł11.0m in 2024. Average annual earnings growth of 83% is required to achieve expected profit on schedule.お知らせ • May 30Agora S.A., Annual General Meeting, Jun 26, 2023Agora S.A., Annual General Meeting, Jun 26, 2023, at 10:00 Central European Standard Time. Location: the Company's building, ul. Czerska 8/10 Warsaw Poland Agenda: To consider opening the General Meeting and electing the Chairperson; to consider adopting the agenda; to consider appointing members of the returning committee; to consider Presenting the annual separate financial statements of the Company, and the Management Report on the activities of the Company in the financial year 2022, and the consolidated financial statements of the Group, and the Group Management Report on the activities of the Group in the financial year 2022; and to consider other matters.Reported Earnings • May 30First quarter 2023 earnings released: EPS: zł0.70 (vs zł0.68 loss in 1Q 2022)First quarter 2023 results: EPS: zł0.70 (up from zł0.68 loss in 1Q 2022). Revenue: zł295.8m (up 17% from 1Q 2022). Net income: zł32.6m (up zł64.4m from 1Q 2022). Profit margin: 11% (up from net loss in 1Q 2022). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Media industry in Europe. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.分析記事 • May 19Estimating The Fair Value Of Agora S.A. (WSE:AGO)Key Insights Agora's estimated fair value is zł8.02 based on 2 Stage Free Cash Flow to Equity With zł8.26 share price...Breakeven Date Change • Mar 31Forecast breakeven date pushed back to 2025The analyst covering Agora previously expected the company to break even in 2023. New forecast suggests losses will reduce by 90% per year to 2024. The company is expected to make a profit of zł29.0m in 2025. Average annual earnings growth of 84% is required to achieve expected profit on schedule.Reported Earnings • Mar 20Full year 2022 earnings releasedFull year 2022 results: Revenue: zł1.11b (up 15% from FY 2021). Net loss: zł102.7m (loss widened 130% from FY 2021). Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Media industry in Europe.お知らせ • Dec 02+ 2 more updatesAgora S.A. to Report Q1, 2023 Results on May 19, 2023Agora S.A. announced that they will report Q1, 2023 results on May 19, 2023Reported Earnings • Nov 20Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: zł267.2m (flat on 3Q 2021). Net loss: zł23.5m (loss widened zł22.3m from 3Q 2021). Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Media industry in Europe.Price Target Changed • Nov 16Price target decreased to zł10.40Down from zł16.20, the current price target is provided by 1 analyst. New target price is 113% above last closing price of zł4.88. Stock is down 40% over the past year. The company is forecast to post a net loss per share of zł0.30 next year compared to a net loss per share of zł0.96 last year.Reported Earnings • Aug 14Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: zł261.9m (up 30% from 2Q 2021). Net loss: zł16.0m (loss widened 73% from 2Q 2021). Over the next year, revenue is forecast to grow 4.7%, compared to a 4.8% growth forecast for the industry in Poland.お知らせ • Jun 24Agora S.A. Announces Resignation of Agnieszka Siuzdak-Zyga as Management Board MemberAgora S.A. announced that management board member Agnieszka Siuzdak-Zyga stepped down citing health and personal issues but will remain within Agora's structures.Price Target Changed • Jun 11Price target decreased to zł10.40Down from zł16.20, the current price target is provided by 1 analyst. New target price is 89% above last closing price of zł5.51. Stock is down 51% over the past year. The company is forecast to post a net loss per share of zł0.30 next year compared to a net loss per share of zł0.96 last year.Buying Opportunity • Jun 03Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be zł7.05, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 13% over the last 3 years. Earnings per share has declined by 44%.お知らせ • May 28Agora S.A., Annual General Meeting, Jun 21, 2022Agora S.A., Annual General Meeting, Jun 21, 2022, at 11:00 Central European Standard Time. Location: Czerska 8/10 Warsaw Poland Agenda: To consider appointing members of the returning committee; to consider Presenting the annual separate financial statements of the Company, and the Management Report on the activities of the Company in the financial year 2021, and the consolidated financial statements of the Group, and the Group Management Report on the activities of the Group in the financial year 2021; to consider Presenting the Resolution of the Supervisory Board on the result of the evaluation of the financial statements and evaluating the Management Board’s motion regarding the allocation of profit for 2021, and the Supervisory Board’s motion to approve the performance of duties by Members of the Management Board in 2021; and to consider other matters.Reported Earnings • May 24First quarter 2022 earnings: Revenues exceed analyst expectationsFirst quarter 2022 results: Revenue: zł253.1m (up 73% from 1Q 2021). Net loss: zł31.8m (loss narrowed 44% from 1Q 2021). Revenue exceeded analyst estimates by 2.4%. Over the next year, revenue is forecast to grow 1.8%, compared to a 7.5% growth forecast for the industry in Poland. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 42 percentage points per year, which is a significant difference in performance.分析記事 • Apr 30Is Agora (WSE:AGO) Using Debt In A Risky Way?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Price Target Changed • Apr 27Price target decreased to zł13.40Down from zł15.50, the current price target is an average from 2 analysts. New target price is 120% above last closing price of zł6.10. Stock is down 19% over the past year. The company is forecast to post a net loss per share of zł0.10 next year compared to a net loss per share of zł0.96 last year.Reported Earnings • Mar 28Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: zł0.96 loss per share (up from zł2.52 loss in FY 2020). Revenue: zł965.9m (up 16% from FY 2020). Net loss: zł44.6m (loss narrowed 62% from FY 2020). Revenue exceeded analyst estimates by 3.3%. Earnings per share (EPS) also surpassed analyst estimates by 20%. Over the next year, revenue is forecast to grow 9.9%, compared to a 770% growth forecast for the industry in Poland. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 55 percentage points per year, which is a significant difference in performance.分析記事 • Feb 25Is There An Opportunity With Agora S.A.'s (WSE:AGO) 31% Undervaluation?Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Agora S.A. ( WSE:AGO...Reported Earnings • Nov 22Third quarter 2021 earnings: Revenues exceed analyst expectationsThird quarter 2021 results: Revenue: zł266.5m (up 38% from 3Q 2020). Net loss: zł1.18m (loss narrowed 83% from 3Q 2020). Revenue exceeded analyst estimates by 3.3%. Over the next year, revenue is forecast to grow 23%, compared to a 7.3% growth forecast for the industry in Poland. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.Reported Earnings • Aug 18Second quarter 2021 earnings releasedThe company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2021 results: Revenue: zł201.8m (up 56% from 2Q 2020). Net loss: zł9.21m (loss narrowed 76% from 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Price Target Changed • Jul 28Price target increased to zł17.00Up from zł15.50, the current price target is an average from 2 analysts. New target price is 81% above last closing price of zł9.40. Stock is up 16% over the past year.お知らせ • Apr 29Agora Plans to Reopen Cinemas Operated by Its Unit Helios from May 29Agora plans to reopen cinemas operated by its unit Helios from May 29, in line with the latest government guidelines.分析記事 • Apr 28A Look At The Fair Value Of Agora S.A. (WSE:AGO)How far off is Agora S.A. ( WSE:AGO ) from its intrinsic value? Using the most recent financial data, we'll take a look...Reported Earnings • Mar 20Full year 2020 earnings released: zł2.52 loss per share (vs zł0.076 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: zł836.5m (down 33% from FY 2019). Net loss: zł117.2m (down zł120.7m from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 24% per year, which means it is performing significantly worse than earnings.分析記事 • Feb 28Does Agora (WSE:AGO) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Is New 90 Day High Low • Feb 10New 90-day low: zł6.24The company is down 3.0% from its price of zł6.46 on 12 November 2020. The Polish market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is zł7.01 per share.分析記事 • Feb 01Is Agora S.A. (WSE:AGO) Potentially Undervalued?Agora S.A. ( WSE:AGO ), might not be a large cap stock, but it received a lot of attention from a substantial price...分析記事 • Jan 05Estimating The Intrinsic Value Of Agora S.A. (WSE:AGO)In this article we are going to estimate the intrinsic value of Agora S.A. ( WSE:AGO ) by taking the expected future...Is New 90 Day High Low • Dec 28New 90-day high: zł7.26The company is up 10.0% from its price of zł6.58 on 29 September 2020. The Polish market is also up 10.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the Media industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is zł7.41 per share.分析記事 • Dec 10If You Had Bought Agora's (WSE:AGO) Shares Three Years Ago You Would Be Down 54%If you love investing in stocks you're bound to buy some losers. But long term Agora S.A. ( WSE:AGO ) shareholders have...Is New 90 Day High Low • Nov 25New 90-day high: zł7.18The company is up 3.0% from its price of zł6.96 on 27 August 2020. The Polish market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is down 7.0% over the same period.お知らせ • Nov 19+ 3 more updatesAgora S.A. to Report Q3, 2021 Results on Nov 19, 2021Agora S.A. announced that they will report Q3, 2021 results on Nov 19, 2021Is New 90 Day High Low • Oct 29New 90-day low: zł4.44The company is down 41% from its price of zł7.50 on 31 July 2020. The Polish market is down 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is down 9.0% over the same period.Is New 90 Day High Low • Oct 13New 90-day low: zł5.56The company is down 35% from its price of zł8.60 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 Media industry, which is down 1.0% over the same period.お知らせ • Oct 02+ 1 more updateAgora S.A. (WSE:AGO) completed the acquisition of Agora Poligrafia Sp Z O O.Agora S.A. (WSE:AGO) agreed to acquire Agora Poligrafia Sp Z O O on February 12, 2020. At the end of February 2020, the last contract of employment will be terminated at Agora Poligrafia's workplace and the management of its assets will be taken over by Agora S.A. The transaction was resolved by the shareholder of Agora on June 25, 2020. Agora S.A. (WSE:AGO) completed the acquisition of Agora Poligrafia Sp Z O O on October 1, 2020.お知らせ • Sep 29Agora SA Announces Resignation of Grzegorz Kania as the Member of the Management BoardThe Management Board of Agora S.A. with its registered office in Warsaw informed with reference to report no. 21/2020 of 30 April 2020 on the intention to resign by Grzegorz Kania from his position as a Member of the Management Board of the company, that on 28 September 2020, the company received a resignation from Mr. Grzegorz Kania from the position of a Member of the Management Board and his participation in the Management Board of Agora S.A. with an instant effect. Duties of the financial director within the Management Board of Agora S.A. were taken over by Anna Krynska Godlewska.Reported Earnings • Sep 27First half earnings releasedOver the last 12 months the company has reported total losses of zł66.5m, with losses widening by 353% from the prior year. Total revenue was zł1.09b over the last 12 months, down 7.9% from the prior year.お知らせ • Sep 19Agora S.A. (WSE:AGO) decided to execute its call option to acquire the remaining 60% stake Eurozet Sp. z o.o. from SFS Ventures s.r.o.Agora S.A. (WSE:AGO) decided to execute its call option to acquire the remaining 60% stake Eurozet Sp. z o.o. from SFS Ventures s.r.o. on September 18, 2019. Agora will seek antimonopoly office UOKiK consent for the transaction. As of November 27, 2019, antimonopoly office UOKiK office extended the decision on this transaction.お知らせ • Aug 07Agora S.A. to Report First Half, 2020 Final Results on Sep 25, 2020Agora S.A. announced that they will report first half, 2020 final results on Sep 25, 2020株主還元AGOPL MediaPL 市場7D0.2%-1.5%1.0%1Y-17.7%23.2%25.1%株主還元を見る業界別リターン: AGO過去 1 年間で23.2 % の収益を上げたPolish Media業界を下回りました。リターン対市場: AGOは、過去 1 年間で25.1 % のリターンを上げたPolish市場を下回りました。価格変動Is AGO's price volatile compared to industry and market?AGO volatilityAGO Average Weekly Movement3.5%Media Industry Average Movement4.2%Market Average Movement5.3%10% most volatile stocks in PL Market10.6%10% least volatile stocks in PL Market3.1%安定した株価: AGO 、 Polish市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: AGOの 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19892,349Bartosz Hojkawww.agora.plアゴラS A.は、その子会社とともに、主にポーランドで雑誌、定期刊行物、書籍の出版を行っている。同社は5つのセグメントを通じて事業を展開している：映画・書籍部門、デジタル・印刷部門、屋外部門、インターネット部門、ラジオ部門である。映画・書籍部門は、映画配給・製作を含む映画館経営、およびガストロノミー活動を行う。ラジオ部門は、ローカルラジオ局およびスーパーリージョンのTOK FMラジオを運営している。また、全国放送局のRadio ZET、AntyradioおよびChillizetブランドの超地域放送局、Zlote Przeboje、Plus Radio、Meloradio、Rock RadioおよびRadio Pogodaブランドの地元ラジオ局も運営している。デジタル・印刷部門は、ガゼータ・ヴィボルチャ誌の日刊および特別版の出版、定期刊行物の出版、印刷活動を行っている。屋外部門は、様々な形態の屋外広告パネルでの広告サービスを提供している。インターネット部門は、主にインターネット部門において、インターネットおよびマルチメディア製品・サービスを提供しているほか、他社の活動も行っている。また、レストランも運営している。同社は1989年に設立され、本社はポーランドのワルシャワにある。もっと見るAgora S.A. 基礎のまとめAgora の収益と売上を時価総額と比較するとどうか。AGO 基礎統計学時価総額zł402.46m収益（TTM）zł22.80m売上高(TTM)zł1.61b17.7xPER（株価収益率0.3xP/SレシオAGO は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計AGO 損益計算書（TTM）収益zł1.61b売上原価zł980.39m売上総利益zł626.19mその他の費用zł603.40m収益zł22.80m直近の収益報告Dec 31, 2025次回決算日May 22, 2026一株当たり利益（EPS）0.49グロス・マージン38.98%純利益率1.42%有利子負債／自己資本比率28.4%AGO の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.9%現在の配当利回り104%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 00:01終値2026/05/21 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Agora S.A. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。7 アナリスト機関Thomas ChadwickBofA Global ResearchWitold SamborskiCitigroup IncLukasz WachelkoDeutsche Bank4 その他のアナリストを表示
Reported Earnings • Mar 24Full year 2025 earnings released: EPS: zł0.49 (vs zł0.13 in FY 2024)Full year 2025 results: EPS: zł0.49 (up from zł0.13 in FY 2024). Revenue: zł1.61b (up 8.5% from FY 2024). Net income: zł22.8m (up 276% from FY 2024). Profit margin: 1.4% (up from 0.4% in FY 2024). Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
New Risk • Mar 24New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.5x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.5x net interest cover). Minor Risks Dividend is not well covered by earnings (104% payout ratio). Large one-off items impacting financial results.
お知らせ • Jan 27+ 3 more updatesAgora S.A. to Report Q3, 2026 Results on Nov 19, 2026Agora S.A. announced that they will report Q3, 2026 results on Nov 19, 2026
分析記事 • Jan 06Agora (WSE:AGO) Takes On Some Risk With Its Use Of DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
お知らせ • Dec 04+ 1 more updatePattern Group Inc. (NasdaqGS:PTRN) entered into a stock purchase agreement to acquire ROI Hunter a.s. from Agora S.A. (WSE:AGO) and others.Pattern Group Inc. (NasdaqGS:PTRN) entered into a stock purchase agreement to acquire ROI Hunter a.s. from Agora S.A. (WSE:AGO) and others on December 1, 2025. The parties have agreed that the price payable to Agora for the sale of all shares held by Agora in the share capital of ROI Hunter shall amount to €6.52 million, of which an amount of €6.2 million shall be paid immediately and an amount of €0.32 million shall be held back by Pattern Group Inc and released gradually over a three-year period pursuant to the terms and timelines set forth in the stock purchase agreement. ICON Corporate Finance Ltd. acted as financial advisor for ROI Hunter a.s. Spencer Fane LLP acted as legal advisor for Pattern Group Inc. Nirris s.r.o. acted as legal advisor for Pattern Group Inc. Badokh acted as legal advisor for ROI Hunter a.s.
分析記事 • Dec 01Agora's (WSE:AGO) Conservative Accounting Might Explain Soft EarningsAgora S.A.'s ( WSE:AGO ) recent soft profit numbers didn't appear to worry shareholders, as the stock price showed...
Reported Earnings • Mar 24Full year 2025 earnings released: EPS: zł0.49 (vs zł0.13 in FY 2024)Full year 2025 results: EPS: zł0.49 (up from zł0.13 in FY 2024). Revenue: zł1.61b (up 8.5% from FY 2024). Net income: zł22.8m (up 276% from FY 2024). Profit margin: 1.4% (up from 0.4% in FY 2024). Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
New Risk • Mar 24New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.5x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.5x net interest cover). Minor Risks Dividend is not well covered by earnings (104% payout ratio). Large one-off items impacting financial results.
お知らせ • Jan 27+ 3 more updatesAgora S.A. to Report Q3, 2026 Results on Nov 19, 2026Agora S.A. announced that they will report Q3, 2026 results on Nov 19, 2026
分析記事 • Jan 06Agora (WSE:AGO) Takes On Some Risk With Its Use Of DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
お知らせ • Dec 04+ 1 more updatePattern Group Inc. (NasdaqGS:PTRN) entered into a stock purchase agreement to acquire ROI Hunter a.s. from Agora S.A. (WSE:AGO) and others.Pattern Group Inc. (NasdaqGS:PTRN) entered into a stock purchase agreement to acquire ROI Hunter a.s. from Agora S.A. (WSE:AGO) and others on December 1, 2025. The parties have agreed that the price payable to Agora for the sale of all shares held by Agora in the share capital of ROI Hunter shall amount to €6.52 million, of which an amount of €6.2 million shall be paid immediately and an amount of €0.32 million shall be held back by Pattern Group Inc and released gradually over a three-year period pursuant to the terms and timelines set forth in the stock purchase agreement. ICON Corporate Finance Ltd. acted as financial advisor for ROI Hunter a.s. Spencer Fane LLP acted as legal advisor for Pattern Group Inc. Nirris s.r.o. acted as legal advisor for Pattern Group Inc. Badokh acted as legal advisor for ROI Hunter a.s.
分析記事 • Dec 01Agora's (WSE:AGO) Conservative Accounting Might Explain Soft EarningsAgora S.A.'s ( WSE:AGO ) recent soft profit numbers didn't appear to worry shareholders, as the stock price showed...
Upcoming Dividend • Aug 19Upcoming dividend of zł0.25 per shareEligible shareholders must have bought the stock before 26 August 2025. Payment date: 18 September 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Polish dividend payers (7.1%). Lower than average of industry peers (4.2%).
New Risk • Jun 25New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. The company is paying a dividend despite being loss-making. Dividend yield: 2.6% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings 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. However, this risk is mitigated by the fact the dividend is covered by cash flows. 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.
Reported Earnings • May 23First quarter 2025 earnings released: zł0.20 loss per share (vs zł0.014 loss in 1Q 2024)First quarter 2025 results: zł0.20 loss per share (further deteriorated from zł0.014 loss in 1Q 2024). Revenue: zł349.3m (down 9.5% from 1Q 2024). Net loss: zł9.21m (loss widened zł8.57m from 1Q 2024). Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
お知らせ • May 23Agora S.A. announces Annual dividend, payable on September 18, 2025Agora S.A. announced Annual dividend of PLN 0.2500 per share payable on September 18, 2025, ex-date on August 26, 2025 and record date on August 27, 2025.
分析記事 • Apr 03Some Investors May Be Willing To Look Past Agora's (WSE:AGO) Soft EarningsShareholders appeared unconcerned with Agora S.A.'s ( WSE:AGO ) lackluster earnings report last week. Our analysis...
Reported Earnings • Mar 27Full year 2024 earnings released: EPS: zł0.13 (vs zł1.40 in FY 2023)Full year 2024 results: EPS: zł0.13 (down from zł1.40 in FY 2023). Revenue: zł1.48b (up 3.9% from FY 2023). Net income: zł6.07m (down 91% from FY 2023). Profit margin: 0.4% (down from 4.6% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 27+ 3 more updatesAgora S.A. to Report First Half, 2025 Results on Aug 14, 2025Agora S.A. announced that they will report first half, 2025 results on Aug 14, 2025
New Risk • Nov 18New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: zł408.0m (US$99.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.5x net interest cover). Minor Risk Market cap is less than US$100m (zł408.0m market cap, or US$99.5m).
Reported Earnings • Nov 17Third quarter 2024 earnings released: zł0.25 loss per share (vs zł0.30 loss in 3Q 2023)Third quarter 2024 results: zł0.25 loss per share (improved from zł0.30 loss in 3Q 2023). Revenue: zł334.5m (down 8.0% from 3Q 2023). Net loss: zł11.4m (loss narrowed 20% from 3Q 2023). Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 16Second quarter 2024 earnings released: zł0.26 loss per share (vs zł0.15 profit in 2Q 2023)Second quarter 2024 results: zł0.26 loss per share (down from zł0.15 profit in 2Q 2023). Revenue: zł337.5m (up 3.2% from 2Q 2023). Net loss: zł12.3m (down 276% from profit in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
分析記事 • Aug 06Agora (WSE:AGO) Has A Somewhat Strained Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Jun 01The Strong Earnings Posted By Agora (WSE:AGO) Are A Good Indication Of The Strength Of The BusinessAgora S.A.'s ( WSE:AGO ) strong earnings report was rewarded with a positive stock price move. We did some digging and...
お知らせ • May 31Agora S.A., Annual General Meeting, Jun 28, 2024Agora S.A., Annual General Meeting, Jun 28, 2024.
Reported Earnings • May 26First quarter 2024 earnings released: zł0.01 loss per share (vs zł0.70 profit in 1Q 2023)First quarter 2024 results: zł0.01 loss per share (down from zł0.70 profit in 1Q 2023). Revenue: zł385.9m (up 31% from 1Q 2023). Net loss: zł635.0k (down 102% from profit in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Apr 30Price target increased by 7.5% to zł10.00Up from zł9.30, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of zł10.40. Stock is up 42% over the past year. The company posted earnings per share of zł1.40 last year.
お知らせ • Jan 30Agora Media to Lay Off Up to 180 EmployeesAgora S.A. has reached an agreement with trade unions on group layoffs. They will cover up to 180 employees, and the estimated amount of the provision for this, which will burden the result in the first quarter of 2024, will amount to approximately PLN 10 million (EUR 2.3 million), Agora said in a press release. As stated, the group layoffs will be carried out in the period from February 12 to March 31, 2024. The company assured that employees will also be covered by protective measures including, among others, support in job search and retraining, psychological care and basic medical care until the end of 2024. As reported at the time, the intention of the management board was to conduct layoffs of up to 190 employees working in the digital and printed press and internet areas from February 5 to March 31, 2024.
お知らせ • Jan 26+ 3 more updatesAgora S.A. to Report Q3, 2024 Results on Nov 15, 2024Agora S.A. announced that they will report Q3, 2024 results on Nov 15, 2024
New Risk • Jan 02New major risk - Revenue and earnings growthEarnings have declined by 7.3% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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. This is currently the only risk that has been identified for the company.
分析記事 • Nov 22Agora (WSE:AGO) Has A Somewhat Strained Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Aug 21Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: zł326.9m (up 25% from 2Q 2022). Net income: zł6.96m (up zł22.9m from 2Q 2022). Profit margin: 2.1% (up from net loss in 2Q 2022). Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Media industry in Europe. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Jul 02Now 21% undervaluedOver the last 90 days, the stock is up 15%. The fair value is estimated to be zł10.17, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.6% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 28% in a year. Earnings is forecast to grow by 81% in the next year.
Breakeven Date Change • Jun 30Forecast breakeven date pushed back to 2024The analyst covering Agora previously expected the company to break even in 2023. New forecast suggests losses will reduce by 87% to 2023. The company is expected to make a profit of zł11.0m in 2024. Average annual earnings growth of 83% is required to achieve expected profit on schedule.
お知らせ • May 30Agora S.A., Annual General Meeting, Jun 26, 2023Agora S.A., Annual General Meeting, Jun 26, 2023, at 10:00 Central European Standard Time. Location: the Company's building, ul. Czerska 8/10 Warsaw Poland Agenda: To consider opening the General Meeting and electing the Chairperson; to consider adopting the agenda; to consider appointing members of the returning committee; to consider Presenting the annual separate financial statements of the Company, and the Management Report on the activities of the Company in the financial year 2022, and the consolidated financial statements of the Group, and the Group Management Report on the activities of the Group in the financial year 2022; and to consider other matters.
Reported Earnings • May 30First quarter 2023 earnings released: EPS: zł0.70 (vs zł0.68 loss in 1Q 2022)First quarter 2023 results: EPS: zł0.70 (up from zł0.68 loss in 1Q 2022). Revenue: zł295.8m (up 17% from 1Q 2022). Net income: zł32.6m (up zł64.4m from 1Q 2022). Profit margin: 11% (up from net loss in 1Q 2022). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Media industry in Europe. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
分析記事 • May 19Estimating The Fair Value Of Agora S.A. (WSE:AGO)Key Insights Agora's estimated fair value is zł8.02 based on 2 Stage Free Cash Flow to Equity With zł8.26 share price...
Breakeven Date Change • Mar 31Forecast breakeven date pushed back to 2025The analyst covering Agora previously expected the company to break even in 2023. New forecast suggests losses will reduce by 90% per year to 2024. The company is expected to make a profit of zł29.0m in 2025. Average annual earnings growth of 84% is required to achieve expected profit on schedule.
Reported Earnings • Mar 20Full year 2022 earnings releasedFull year 2022 results: Revenue: zł1.11b (up 15% from FY 2021). Net loss: zł102.7m (loss widened 130% from FY 2021). Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Media industry in Europe.
お知らせ • Dec 02+ 2 more updatesAgora S.A. to Report Q1, 2023 Results on May 19, 2023Agora S.A. announced that they will report Q1, 2023 results on May 19, 2023
Reported Earnings • Nov 20Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: zł267.2m (flat on 3Q 2021). Net loss: zł23.5m (loss widened zł22.3m from 3Q 2021). Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Media industry in Europe.
Price Target Changed • Nov 16Price target decreased to zł10.40Down from zł16.20, the current price target is provided by 1 analyst. New target price is 113% above last closing price of zł4.88. Stock is down 40% over the past year. The company is forecast to post a net loss per share of zł0.30 next year compared to a net loss per share of zł0.96 last year.
Reported Earnings • Aug 14Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: zł261.9m (up 30% from 2Q 2021). Net loss: zł16.0m (loss widened 73% from 2Q 2021). Over the next year, revenue is forecast to grow 4.7%, compared to a 4.8% growth forecast for the industry in Poland.
お知らせ • Jun 24Agora S.A. Announces Resignation of Agnieszka Siuzdak-Zyga as Management Board MemberAgora S.A. announced that management board member Agnieszka Siuzdak-Zyga stepped down citing health and personal issues but will remain within Agora's structures.
Price Target Changed • Jun 11Price target decreased to zł10.40Down from zł16.20, the current price target is provided by 1 analyst. New target price is 89% above last closing price of zł5.51. Stock is down 51% over the past year. The company is forecast to post a net loss per share of zł0.30 next year compared to a net loss per share of zł0.96 last year.
Buying Opportunity • Jun 03Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be zł7.05, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 13% over the last 3 years. Earnings per share has declined by 44%.
お知らせ • May 28Agora S.A., Annual General Meeting, Jun 21, 2022Agora S.A., Annual General Meeting, Jun 21, 2022, at 11:00 Central European Standard Time. Location: Czerska 8/10 Warsaw Poland Agenda: To consider appointing members of the returning committee; to consider Presenting the annual separate financial statements of the Company, and the Management Report on the activities of the Company in the financial year 2021, and the consolidated financial statements of the Group, and the Group Management Report on the activities of the Group in the financial year 2021; to consider Presenting the Resolution of the Supervisory Board on the result of the evaluation of the financial statements and evaluating the Management Board’s motion regarding the allocation of profit for 2021, and the Supervisory Board’s motion to approve the performance of duties by Members of the Management Board in 2021; and to consider other matters.
Reported Earnings • May 24First quarter 2022 earnings: Revenues exceed analyst expectationsFirst quarter 2022 results: Revenue: zł253.1m (up 73% from 1Q 2021). Net loss: zł31.8m (loss narrowed 44% from 1Q 2021). Revenue exceeded analyst estimates by 2.4%. Over the next year, revenue is forecast to grow 1.8%, compared to a 7.5% growth forecast for the industry in Poland. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 42 percentage points per year, which is a significant difference in performance.
分析記事 • Apr 30Is Agora (WSE:AGO) Using Debt In A Risky Way?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Price Target Changed • Apr 27Price target decreased to zł13.40Down from zł15.50, the current price target is an average from 2 analysts. New target price is 120% above last closing price of zł6.10. Stock is down 19% over the past year. The company is forecast to post a net loss per share of zł0.10 next year compared to a net loss per share of zł0.96 last year.
Reported Earnings • Mar 28Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: zł0.96 loss per share (up from zł2.52 loss in FY 2020). Revenue: zł965.9m (up 16% from FY 2020). Net loss: zł44.6m (loss narrowed 62% from FY 2020). Revenue exceeded analyst estimates by 3.3%. Earnings per share (EPS) also surpassed analyst estimates by 20%. Over the next year, revenue is forecast to grow 9.9%, compared to a 770% growth forecast for the industry in Poland. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 55 percentage points per year, which is a significant difference in performance.
分析記事 • Feb 25Is There An Opportunity With Agora S.A.'s (WSE:AGO) 31% Undervaluation?Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Agora S.A. ( WSE:AGO...
Reported Earnings • Nov 22Third quarter 2021 earnings: Revenues exceed analyst expectationsThird quarter 2021 results: Revenue: zł266.5m (up 38% from 3Q 2020). Net loss: zł1.18m (loss narrowed 83% from 3Q 2020). Revenue exceeded analyst estimates by 3.3%. Over the next year, revenue is forecast to grow 23%, compared to a 7.3% growth forecast for the industry in Poland. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.
Reported Earnings • Aug 18Second quarter 2021 earnings releasedThe company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2021 results: Revenue: zł201.8m (up 56% from 2Q 2020). Net loss: zł9.21m (loss narrowed 76% from 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Price Target Changed • Jul 28Price target increased to zł17.00Up from zł15.50, the current price target is an average from 2 analysts. New target price is 81% above last closing price of zł9.40. Stock is up 16% over the past year.
お知らせ • Apr 29Agora Plans to Reopen Cinemas Operated by Its Unit Helios from May 29Agora plans to reopen cinemas operated by its unit Helios from May 29, in line with the latest government guidelines.
分析記事 • Apr 28A Look At The Fair Value Of Agora S.A. (WSE:AGO)How far off is Agora S.A. ( WSE:AGO ) from its intrinsic value? Using the most recent financial data, we'll take a look...
Reported Earnings • Mar 20Full year 2020 earnings released: zł2.52 loss per share (vs zł0.076 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: zł836.5m (down 33% from FY 2019). Net loss: zł117.2m (down zł120.7m from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 24% per year, which means it is performing significantly worse than earnings.
分析記事 • Feb 28Does Agora (WSE:AGO) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Is New 90 Day High Low • Feb 10New 90-day low: zł6.24The company is down 3.0% from its price of zł6.46 on 12 November 2020. The Polish market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is zł7.01 per share.
分析記事 • Feb 01Is Agora S.A. (WSE:AGO) Potentially Undervalued?Agora S.A. ( WSE:AGO ), might not be a large cap stock, but it received a lot of attention from a substantial price...
分析記事 • Jan 05Estimating The Intrinsic Value Of Agora S.A. (WSE:AGO)In this article we are going to estimate the intrinsic value of Agora S.A. ( WSE:AGO ) by taking the expected future...
Is New 90 Day High Low • Dec 28New 90-day high: zł7.26The company is up 10.0% from its price of zł6.58 on 29 September 2020. The Polish market is also up 10.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the Media industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is zł7.41 per share.
分析記事 • Dec 10If You Had Bought Agora's (WSE:AGO) Shares Three Years Ago You Would Be Down 54%If you love investing in stocks you're bound to buy some losers. But long term Agora S.A. ( WSE:AGO ) shareholders have...
Is New 90 Day High Low • Nov 25New 90-day high: zł7.18The company is up 3.0% from its price of zł6.96 on 27 August 2020. The Polish market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is down 7.0% over the same period.
お知らせ • Nov 19+ 3 more updatesAgora S.A. to Report Q3, 2021 Results on Nov 19, 2021Agora S.A. announced that they will report Q3, 2021 results on Nov 19, 2021
Is New 90 Day High Low • Oct 29New 90-day low: zł4.44The company is down 41% from its price of zł7.50 on 31 July 2020. The Polish market is down 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is down 9.0% over the same period.
Is New 90 Day High Low • Oct 13New 90-day low: zł5.56The company is down 35% from its price of zł8.60 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 Media industry, which is down 1.0% over the same period.
お知らせ • Oct 02+ 1 more updateAgora S.A. (WSE:AGO) completed the acquisition of Agora Poligrafia Sp Z O O.Agora S.A. (WSE:AGO) agreed to acquire Agora Poligrafia Sp Z O O on February 12, 2020. At the end of February 2020, the last contract of employment will be terminated at Agora Poligrafia's workplace and the management of its assets will be taken over by Agora S.A. The transaction was resolved by the shareholder of Agora on June 25, 2020. Agora S.A. (WSE:AGO) completed the acquisition of Agora Poligrafia Sp Z O O on October 1, 2020.
お知らせ • Sep 29Agora SA Announces Resignation of Grzegorz Kania as the Member of the Management BoardThe Management Board of Agora S.A. with its registered office in Warsaw informed with reference to report no. 21/2020 of 30 April 2020 on the intention to resign by Grzegorz Kania from his position as a Member of the Management Board of the company, that on 28 September 2020, the company received a resignation from Mr. Grzegorz Kania from the position of a Member of the Management Board and his participation in the Management Board of Agora S.A. with an instant effect. Duties of the financial director within the Management Board of Agora S.A. were taken over by Anna Krynska Godlewska.
Reported Earnings • Sep 27First half earnings releasedOver the last 12 months the company has reported total losses of zł66.5m, with losses widening by 353% from the prior year. Total revenue was zł1.09b over the last 12 months, down 7.9% from the prior year.
お知らせ • Sep 19Agora S.A. (WSE:AGO) decided to execute its call option to acquire the remaining 60% stake Eurozet Sp. z o.o. from SFS Ventures s.r.o.Agora S.A. (WSE:AGO) decided to execute its call option to acquire the remaining 60% stake Eurozet Sp. z o.o. from SFS Ventures s.r.o. on September 18, 2019. Agora will seek antimonopoly office UOKiK consent for the transaction. As of November 27, 2019, antimonopoly office UOKiK office extended the decision on this transaction.
お知らせ • Aug 07Agora S.A. to Report First Half, 2020 Final Results on Sep 25, 2020Agora S.A. announced that they will report first half, 2020 final results on Sep 25, 2020
