CD Projekt S.A.

WSE:CDR 株式レポート

時価総額：zł23.3b

CD Projekt 将来の成長

Future 基準チェック /66

CD Projekt利益と収益がそれぞれ年間29.7%と32.9%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に32% 51.5%なると予測されています。

主要情報

29.7%

収益成長率

51.47%

EPS成長率

Entertainment 収益成長27.3%
収益成長率32.9%
将来の株主資本利益率31.99%
アナリストカバレッジ

Good

最終更新日04 Jul 2026

今後の成長に関する最新情報

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...
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...

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...
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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.

業績と収益の成長予測

WSE:CDR - アナリストの将来予測と過去の財務データ ( )PLN Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20282,4451,6011,5882,3487
12/31/20273,2501,3666551,6019
12/31/2026783372-10861513
3/31/2026878516-54603N/A
12/31/2025867521-22591N/A
9/30/202589256989640N/A
6/30/202577145315520N/A
3/31/202575245472491N/A
12/31/2024798443174521N/A
9/30/20241,115439436734N/A
6/30/20241,330564458740N/A
3/31/20241,282512377679N/A
12/31/20231,230481280611N/A
9/30/20231,09742596439N/A
6/30/202390032052385N/A
3/31/202391134771377N/A
12/31/2022953346150406N/A
9/30/20228972998214N/A
6/30/202279521858230N/A
3/31/2022907245-14842N/A
12/31/2021888209784968N/A
9/30/20212,2851,1011,0541,253N/A
6/30/20212,2451,1081,0841,306N/A
3/31/20212,1441,0911,3951,593N/A
12/31/20202,1391,150490712N/A
9/30/2020682279159484N/A
6/30/2020670271140457N/A
3/31/2020633250117406N/A
12/31/2019521175N/A217N/A
9/30/2019435108N/A238N/A
6/30/2019410108N/A154N/A
3/31/2019368104N/A94N/A
12/31/2018363109N/A133N/A
9/30/2018359114N/A87N/A
6/30/2018377134N/A133N/A
3/31/2018439178N/A205N/A
12/31/2017463200N/A233N/A
9/30/2017504234N/A258N/A
6/30/2017520234N/A243N/A
3/31/2017596263N/A271N/A
12/31/2016584251N/A259N/A
9/30/2016592237N/A307N/A
6/30/2016604241N/A396N/A
3/31/2016859380N/A467N/A
12/31/2015798342N/A412N/A
9/30/2015611284N/A296N/A

アナリストによる今後の成長予測

収入対貯蓄率: CDRの予測収益成長率 (年間29.7% ) は 貯蓄率 ( 5.3% ) を上回っています。

収益対市場: CDRの収益 ( 29.7% ) はPolish市場 ( 12% ) よりも速いペースで成長すると予測されています。

高成長収益: CDRの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: CDRの収益 ( 32.9% ) Polish市場 ( 4.5% ) よりも速いペースで成長すると予測されています。

高い収益成長: CDRの収益 ( 32.9% ) 20%よりも速いペースで成長すると予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: CDRの 自己資本利益率 は、3年後には高くなると予測されています ( 32 %)

成長企業の発掘

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1Y

7D

1Y

7D

1Y

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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 MakArete Research Services LLP
Nicholas Michael DempseyBarclays
James BassBerenberg