CD Projekt（CDR）株式概要
CD Projekt S.A.は、その子会社とともに、ポーランドにおいてパーソナルコンピュータおよびビデオゲーム機向けビデオゲームの開発、パブリッシング、デジタル配信を行っています。 詳細
CDR Community Fair Values
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Analyst Price Targets
CD Projekt S.A. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | zł233.40 |
| 52週高値 | zł297.00 |
| 52週安値 | zł211.30 |
| ベータ | 0.40 |
| 1ヶ月の変化 | 2.46% |
| 3ヶ月変化 | -4.27% |
| 1年変化 | -13.52% |
| 3年間の変化 | 60.97% |
| 5年間の変化 | 24.15% |
| IPOからの変化 | 17,993.02% |
最新ニュース
ナラティブの更新 • Jun 15
CDR: Neutral Rating Shift Will Support Future Shareholder Value Reappraisal
Narrative Update The analyst price target for CD Projekt has been set at PLN 230. This reflects updated assumptions around slightly lower discount rates, modestly higher revenue growth expectations, a reduced profit margin outlook, and a higher future P/E multiple as analysts reassess the risk and reward profile for the stock.分析記事 • Jun 04
CD Projekt's (WSE:CDR) Solid Earnings May Rest On Weak Foundations
The recent earnings posted by CD Projekt S.A. ( WSE:CDR ) were solid, but the stock didn't move as much as we expected...
ナラティブの更新 • Jun 01
CDR: Execution Risks On Key Franchise Releases Will Pressure Shares
Analysts are maintaining their PLN 112 price target for CD Projekt, reflecting slightly higher expected profit margins and a modestly lower future P/E, which together support a steady view of the stock’s valuation. Analyst Commentary Recent commentary on CD Projekt centers on whether the current PLN 112 target fairly reflects the balance between execution risks and the company’s ability to sustain its profit profile.ナラティブの更新 • May 13
CDR: Execution Risks On Future Earnings Condition Are Expected To Pressure Shares
Analysts are maintaining their fair value estimate for CD Projekt at PLN 112.00. The refreshed price target reflects updated assumptions that include a slightly lower discount rate, marginally higher revenue growth and profit margin, and a modestly reduced future P/E multiple.Recent updates
ナラティブの更新 • Jun 15
CDR: Neutral Rating Shift Will Support Future Shareholder Value Reappraisal
Narrative Update The analyst price target for CD Projekt has been set at PLN 230. This reflects updated assumptions around slightly lower discount rates, modestly higher revenue growth expectations, a reduced profit margin outlook, and a higher future P/E multiple as analysts reassess the risk and reward profile for the stock.分析記事 • Jun 04
CD Projekt's (WSE:CDR) Solid Earnings May Rest On Weak Foundations
The recent earnings posted by CD Projekt S.A. ( WSE:CDR ) were solid, but the stock didn't move as much as we expected...ナラティブの更新 • Jun 01
CDR: Execution Risks On Key Franchise Releases Will Pressure Shares
Analysts are maintaining their PLN 112 price target for CD Projekt, reflecting slightly higher expected profit margins and a modestly lower future P/E, which together support a steady view of the stock’s valuation. Analyst Commentary Recent commentary on CD Projekt centers on whether the current PLN 112 target fairly reflects the balance between execution risks and the company’s ability to sustain its profit profile.ナラティブの更新 • May 13
CDR: Execution Risks On Future Earnings Condition Are Expected To Pressure Shares
Analysts are maintaining their fair value estimate for CD Projekt at PLN 112.00. The refreshed price target reflects updated assumptions that include a slightly lower discount rate, marginally higher revenue growth and profit margin, and a modestly reduced future P/E multiple.ナラティブの更新 • Apr 28
CDR: Incentive Program Meeting Will Support Future Shareholder Value Uplift
Analysts have maintained their PLN 332.00 price target for CD Projekt, reflecting slightly adjusted assumptions around the discount rate, revenue growth, profit margin and future P/E, rather than indicating a change in their overall view. What's in the News CD Projekt has scheduled a Special and Extraordinary Shareholders Meeting for March 11, 2026, at 10:00 Central European Standard Time to address several governance and incentive related items.ナラティブの更新 • Apr 14
CDR: Lower Revenue Outlook And Higher Discount Rate Will Pressure Shares
Analysts maintain their PLN 112.00 price target for CD Projekt, citing revised assumptions that combine a slightly higher discount rate with moderated revenue expectations, higher profit margin forecasts, and a richer future P/E multiple. What's in the News CD Projekt has scheduled a Special or Extraordinary Shareholders Meeting for March 11, 2026, at 10:00 Central European Standard Time.ナラティブの更新 • Mar 31
CDR: Incentive Program Earnings Conditions Will Support Future Shareholder Value Uplift
Analysts have reduced their price target on CD Projekt by PLN 8 to PLN 332, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E that modestly adjust their valuation outlook. What's in the News CD Projekt has scheduled a Special or Extraordinary Shareholders Meeting for March 11, 2026, at 10:00 Central European Standard Time.ナラティブの更新 • Mar 16
CDR: Incentive Program Earnings Conditions Will Support A Higher Future Earnings Multiple
Analysts have adjusted their price target on CD Projekt to PLN340 from PLN332, citing updated assumptions around revenue growth, profit margins, and a slightly lower future P/E multiple. What's in the News CD Projekt S.A. has scheduled a Special or Extraordinary Shareholders Meeting for March 11, 2026, at 10:00 Central European Standard Time.
ナラティブの更新 • Mar 02
CDR: Future P/E And XR Partnership Will Support Balanced Risk Profile
Analysts have kept their CD Projekt price target broadly unchanged at PLN 232.06, with only minor tweaks to inputs such as the discount rate and the assumed forward P/E multiple informing this steady view of fair value. What's in the News VITURE announced its first collaboration with CD PROJEKT RED to create the VITURE × Cyberpunk 2077 5th Anniversary Collector's Edition XR glasses, a limited-run product tied to the Cyberpunk 2077 franchise.分析記事 • Feb 16
Capital Allocation Trends At CD Projekt (WSE:CDR) Aren't Ideal
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...ナラティブの更新 • Feb 16
CDR: Future P/E Expansion Will Balance Margins And Hardware Partnership Risks
Analysts have inched their price target for CD Projekt higher, with fair value moving from roughly PLN 229.83 to PLN 232.06 as they adjust their assumptions for the discount rate, revenue growth, profit margin and future P/E. This reflects a modest recalibration rather than a major shift in their view.ナラティブの更新 • Feb 02
CDR: Lower Revenue Outlook And Reduced Future P/E Will Pressure Shares
Analysts have kept their headline fair value for CD Projekt steady at $112.00. They have, however, adjusted underlying assumptions, including a lower discount rate, a revised revenue growth outlook, a higher profit margin profile, and a reduced future P/E, which together shape the updated price target narrative.ナラティブの更新 • Jan 19
CDR: Future P/E Expansion Will Outrun Eroding Profit Margins
Analysts have increased their fair value estimate for CD Projekt slightly to €229.83 from €227.22, citing updated assumptions around revenue growth, discount rate and future P/E, which are only partly offset by a modestly lower profit margin outlook. What's in the News VITURE announced its first collaboration with CD PROJEKT RED to create the VITURE × Cyberpunk 2077 5th Anniversary Collector's Edition XR glasses, tying the Cyberpunk 2077 brand to a limited-run hardware product aimed at fans of the franchise (Key Developments).分析記事 • Jan 17
CD Projekt S.A. (WSE:CDR) Not Lagging Market On Growth Or Pricing
When close to half the companies in Poland have price-to-earnings ratios (or "P/E's") below 12x, you may consider CD...ナラティブの更新 • Jan 05
CDR: Future XR Partnership Will Support A Higher Earnings Multiple
Analysts now set their fair value estimate for CD Projekt at 332.0, down from 350.0, citing updated assumptions for revenue growth, profit margins and a higher future P/E multiple as key drivers of the shift. What's in the News VITURE announced its first collaboration with CD PROJEKT RED to create the VITURE × Cyberpunk 2077 5th Anniversary Collector's Edition XR glasses, themed around Night City and limited to 10,000 serialized units worldwide (Key Developments).ナラティブの更新 • Dec 17
CDR: Rising Future Multiple Will Likely Pressure Shares Despite Margin Compression
Analysts have lifted their price target on CD Projekt from approximately $95 to about $112 per share, citing stronger expected revenue growth despite some compression in profit margins and a higher assumed future earnings multiple. What's in the News CD PROJEKT RED entered its first collaboration with XR brand VITURE to launch a limited-run VITURE × Cyberpunk 2077 5th Anniversary Collector's Edition, integrating the game's Night City aesthetic into next-generation XR glasses (Key Developments).ナラティブの更新 • Dec 03
CDR: Future Earnings Multiple Expansion Will Likely Outpace Slowing Profitability
Analysts have modestly raised their price target on CD Projekt to $227.22 from $220.44, citing slightly higher expected future valuation multiples, despite trimming assumptions for revenue growth and profit margins. Valuation Changes Fair Value: increased slightly from PLN 220.44 to PLN 227.22 per share, reflecting a modest uplift in intrinsic valuation.分析記事 • Dec 03
We Think You Should Be Aware Of Some Concerning Factors In CD Projekt's (WSE:CDR) Earnings
Following the solid earnings report from CD Projekt S.A. ( WSE:CDR ), the market responded by bidding up the stock...分析記事 • Nov 30
CD Projekt S.A. Just Recorded A 143% EPS Beat: Here's What Analysts Are Forecasting Next
As you might know, CD Projekt S.A. ( WSE:CDR ) just kicked off its latest quarterly results with some very strong...ナラティブの更新 • Sep 04
Witcher Four Delay Will Raise Costs Yet Cyberpunk Will Excite
With both consensus revenue growth forecasts and the discount rate remaining unchanged, analysts have left CD Projekt's price target steady at PLN220.44. Valuation Changes Summary of Valuation Changes for CD Projekt The Consensus Analyst Price Target remained effectively unchanged, at PLN220.44.分析記事 • Aug 31
Earnings Miss: CD Projekt S.A. Missed EPS By 27% And Analysts Are Revising Their Forecasts
Last week, you might have seen that CD Projekt S.A. ( WSE:CDR ) released its second-quarter result to the market. The...
新しいナラティブ • Dec 19
Rising Development Costs And Lack Of New Releases May Weigh On Earnings, But Cyberpunk 2077'S Success Could Boost Future Growth
Absence of major new game releases may limit future revenue growth, despite strong sales from existing titles like Cyberpunk 2077.株主還元
| CDR | PL Entertainment | PL 市場 | |
|---|---|---|---|
| 7D | 7.4% | 5.8% | 2.8% |
| 1Y | -13.5% | -12.8% | 24.2% |
業界別リターン: CDR過去 1 年間で-12.8 % のリターンをもたらしたPolish Entertainment業界と一致しました。
リターン対市場: CDRは、過去 1 年間で24.2 % のリターンを上げたPolish市場を下回りました。
価格変動
| CDR volatility | |
|---|---|
| CDR Average Weekly Movement | 4.9% |
| Entertainment Industry Average Movement | 5.0% |
| Market Average Movement | 5.3% |
| 10% most volatile stocks in PL Market | 10.5% |
| 10% least volatile stocks in PL Market | 3.0% |
安定した株価: CDR 、 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: CDRの 週次ボラティリティ ( 5% ) 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 |
|---|---|---|---|
| 2001 | 808 | Adam Badowski | www.cdprojekt.com |
CD Projekt S.A.は、その子会社とともに、ポーランドでパーソナルコンピュータおよびビデオゲーム機向けビデオゲームの開発、パブリッシング、デジタル配信を行っています。CD PROJEKT REDとGOG.comの2つのセグメントで事業を展開している。同社の製品ポートフォリオにはCyberpunk 2077がある：サイバーパンク2077」、「サイバーパンク2077」、「ウィッチャー3 ワイルドハント」、「ウィッチャー2 王の暗殺」、「ウィッチャー」、「GWENT」がある：ウィッチャーカードゲーム」などがある。また、GOG.com配信プラットフォームやGOG GALAXYアプリケーション、オンラインチャネルを通じてビデオゲームを配信している。また、ヨーロッパ、北米、南米、アジア、オーストラリア、アフリカに製品を輸出している。CD Projekt S.A.は2001年に設立され、ポーランドのワルシャワに本社を置いています。
CD Projekt S.A. 基礎のまとめ
| CDR 基礎統計学 | |
|---|---|
| 時価総額 | zł23.30b |
| 収益（TTM） | zł515.85m |
| 売上高(TTM) | zł878.01m |
45.2x
PER（株価収益率26.5x
P/SレシオCDR は割高か？
公正価値と評価分析を参照収益と収入
| CDR 損益計算書（TTM） | |
|---|---|
| 収益 | zł878.01m |
| 売上原価 | zł78.84m |
| 売上総利益 | zł799.17m |
| その他の費用 | zł283.31m |
| 収益 | zł515.85m |
直近の収益報告
Mar 31, 2026
次回決算日
Sep 02, 2026
| 一株当たり利益（EPS） | 5.17 |
| グロス・マージン | 91.02% |
| 純利益率 | 58.75% |
| 有利子負債／自己資本比率 | 0% |
CDR 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
0.4%
現在の配当利回り18%
配当性向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 | 2026/07/05 09:11 |
| 終値 | 2026/07/03 00:00 |
| 収益 | 2026/03/31 |
| 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
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
CD Projekt S.A. 13 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。31
| アナリスト | 機関 |
|---|---|
| David Mak | Arete Research Services LLP |
| Nicholas Michael Dempsey | Barclays |
| James Bass | Berenberg |