CD Projekt 過去の業績
過去 基準チェック /36
CD Projektの収益は年間平均-15.4%の割合で減少していますが、 Entertainment業界の収益は年間 減少しています。収益は年間3.6% 15.3%割合で 減少しています。 CD Projektの自己資本利益率は15.8%であり、純利益率は60.1%です。
主要情報
-15.42%
収益成長率
-16.00%
EPS成長率
| Entertainment 業界の成長 | 16.07% |
| 収益成長率 | -15.33% |
| 株主資本利益率 | 15.83% |
| ネット・マージン | 60.08% |
| 次回の業績アップデート | 28 May 2026 |
最近の業績更新
Recent updates
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...分析記事 • May 31
Results: CD Projekt S.A. Beat Earnings Expectations And Analysts Now Have New Forecasts
CD Projekt S.A. ( WSE:CDR ) defied analyst predictions to release its quarterly results, which were ahead of market...分析記事 • May 29
CD Projekt S.A.'s (WSE:CDR) Popularity With Investors Is Clear
With a price-to-earnings (or "P/E") ratio of 46.6x CD Projekt S.A. ( WSE:CDR ) may be sending very bearish signals at...
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.収支内訳
収支内訳
CD Projekt 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
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 31 Dec 25 | 867 | 521 | 345 | 0 |
| 30 Sep 25 | 1,125 | 570 | 402 | 0 |
| 30 Jun 25 | 1,003 | 455 | 388 | 0 |
| 31 Mar 25 | 985 | 456 | 385 | 0 |
| 31 Dec 24 | 798 | 443 | 333 | 0 |
| 30 Sep 24 | 1,115 | 439 | 419 | 0 |
| 30 Jun 24 | 1,330 | 564 | 447 | 0 |
| 31 Mar 24 | 1,282 | 512 | 432 | 0 |
| 31 Dec 23 | 1,230 | 481 | 417 | 0 |
| 30 Sep 23 | 1,097 | 425 | 353 | 0 |
| 30 Jun 23 | 900 | 320 | 311 | 0 |
| 31 Mar 23 | 911 | 347 | 287 | 0 |
| 31 Dec 22 | 953 | 346 | 299 | 0 |
| 30 Sep 22 | 897 | 299 | 317 | 0 |
| 30 Jun 22 | 795 | 218 | 320 | 0 |
| 31 Mar 22 | 907 | 245 | 360 | 0 |
| 31 Dec 21 | 888 | 209 | 371 | 0 |
| 30 Sep 21 | 2,285 | 1,101 | 604 | 0 |
| 30 Jun 21 | 2,245 | 1,108 | 566 | 0 |
| 31 Mar 21 | 2,144 | 1,091 | 524 | 0 |
| 31 Dec 20 | 2,139 | 1,150 | 478 | 0 |
| 30 Sep 20 | 682 | 279 | 179 | 0 |
| 30 Jun 20 | 670 | 271 | 193 | 0 |
| 31 Mar 20 | 633 | 250 | 183 | 0 |
| 31 Dec 19 | 521 | 175 | 168 | 0 |
| 30 Sep 19 | 435 | 108 | 180 | 0 |
| 30 Jun 19 | 410 | 108 | 155 | 0 |
| 31 Mar 19 | 368 | 104 | 144 | 0 |
| 31 Dec 18 | 363 | 109 | 144 | 0 |
| 30 Sep 18 | 359 | 114 | 137 | 0 |
| 30 Jun 18 | 377 | 134 | 131 | 0 |
| 31 Mar 18 | 439 | 178 | 144 | 0 |
| 31 Dec 17 | 463 | 200 | 143 | 0 |
| 30 Sep 17 | 504 | 234 | 144 | 0 |
| 30 Jun 17 | 520 | 234 | 158 | 0 |
| 31 Mar 17 | 596 | 263 | 164 | 0 |
| 31 Dec 16 | 584 | 251 | 164 | 0 |
| 30 Sep 16 | 592 | 237 | 161 | 0 |
| 30 Jun 16 | 604 | 241 | 152 | 0 |
| 31 Mar 16 | 859 | 380 | 182 | 0 |
| 31 Dec 15 | 798 | 342 | 161 | 0 |
| 30 Sep 15 | 611 | 284 | 118 | 0 |
| 30 Jun 15 | 534 | 242 | 97 | 0 |
質の高い収益: CDR 非現金収入 のレベルが高いです。
利益率の向上: CDRの現在の純利益率 (60.1%)は、昨年(55.5%)よりも高くなっています。
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: CDRの収益は過去 5 年間で年間15.4%減少しました。
成長の加速: CDRの過去 1 年間の収益成長率 ( 17.6% ) は、5 年間の平均 ( 年間-15.4%を上回っています。
収益対業界: CDRの過去 1 年間の収益成長率 ( 17.6% ) はEntertainment業界0.6%を上回りました。
株主資本利益率
高いROE: CDRの 自己資本利益率 ( 15.8% ) は 低い とみなされます。
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
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 | 2026/05/26 14:18 |
| 終値 | 2026/05/26 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
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| 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 |
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* 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
CD Projekt S.A. 12 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 |
| Nicholas Michael Dempsey | Barclays |