View Future GrowthIMS 過去の業績この会社の最新の決算報告書はまだ処理中です過去 基準チェック /26IMSは、平均年間14.9%の収益成長を遂げていますが、 Media業界の収益は、年間 成長しています。収益は、平均年間17.5% 13.7%収益成長率で 成長しています。 IMSの自己資本利益率は16.1%であり、純利益率は12.5%です。主要情報14.86%収益成長率12.38%EPS成長率Media 業界の成長25.11%収益成長率13.72%株主資本利益率16.09%ネット・マージン12.51%次回の業績アップデート28 May 2026最近の業績更新分析記事 • Dec 06Weak Statutory Earnings May Not Tell The Whole Story For IMS (WSE:IMS)A lackluster earnings announcement from IMS S.A. ( WSE:IMS ) last week didn't sink the stock price. However, we believe...Reported Earnings • Nov 28Third quarter 2025 earnings released: EPS: zł0.04 (vs zł0.06 in 3Q 2024)Third quarter 2025 results: EPS: zł0.04 (down from zł0.06 in 3Q 2024). Revenue: zł15.6m (down 4.3% from 3Q 2024). Net income: zł1.68m (down 25% from 3Q 2024). Profit margin: 11% (down from 14% in 3Q 2024). Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Media industry in Europe. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 5% per year.Reported Earnings • Sep 18Second quarter 2025 earnings released: EPS: zł0.05 (vs zł0.08 in 2Q 2024)Second quarter 2025 results: EPS: zł0.05 (down from zł0.08 in 2Q 2024). Revenue: zł16.3m (up 3.6% from 2Q 2024). Net income: zł1.67m (down 39% from 2Q 2024). Profit margin: 10% (down from 17% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Media industry in Europe. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 7% per year.お知らせ • Aug 21IMS S.A. to Report First Half, 2025 Results on Sep 17, 2025IMS S.A. announced that they will report first half, 2025 results on Sep 17, 2025Reported Earnings • May 05Full year 2024 earnings released: EPS: zł0.32 (vs zł0.26 in FY 2023)Full year 2024 results: EPS: zł0.32 (up from zł0.26 in FY 2023). Revenue: zł66.4m (down 1.4% from FY 2023). Net income: zł11.1m (up 28% from FY 2023). Profit margin: 17% (up from 13% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Media industry in Europe. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 14% per year.お知らせ • Jan 12+ 3 more updatesIMS S.A. to Report Q3, 2024 Results on Nov 26, 2024IMS S.A. announced that they will report Q3, 2024 results on Nov 26, 2024すべての更新を表示Recent updatesValuation Update With 7 Day Price Move • Mar 31Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to zł2.00, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 9x in the Media industry in Europe. Total loss to shareholders of 4.6% over the past three years.分析記事 • Dec 06Weak Statutory Earnings May Not Tell The Whole Story For IMS (WSE:IMS)A lackluster earnings announcement from IMS S.A. ( WSE:IMS ) last week didn't sink the stock price. However, we believe...Upcoming Dividend • Dec 02Upcoming dividend of zł0.12 per shareEligible shareholders must have bought the stock before 09 December 2025. Payment date: 15 December 2025. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 4.1%. Lower than top quartile of Polish dividend payers (7.3%). In line with average of industry peers (4.2%).Reported Earnings • Nov 28Third quarter 2025 earnings released: EPS: zł0.04 (vs zł0.06 in 3Q 2024)Third quarter 2025 results: EPS: zł0.04 (down from zł0.06 in 3Q 2024). Revenue: zł15.6m (down 4.3% from 3Q 2024). Net income: zł1.68m (down 25% from 3Q 2024). Profit margin: 11% (down from 14% in 3Q 2024). Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Media industry in Europe. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 5% per year.Major Estimate Revision • Oct 08Consensus EPS estimates fall by 17%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from zł73.0m to zł70.7m. EPS estimate also fell from zł0.29 per share to zł0.24 per share. Net income forecast to grow 0.7% next year vs 20% growth forecast for Media industry in Poland. Consensus price target down from zł4.50 to zł4.00. Share price rose 6.6% to zł3.07 over the past week.Price Target Changed • Oct 07Price target decreased by 13% to zł4.00Down from zł4.60, the current price target is provided by 1 analyst. New target price is 32% above last closing price of zł3.04. Stock is down 13% over the past year. The company is forecast to post earnings per share of zł0.24 for next year compared to zł0.32 last year.Reported Earnings • Sep 18Second quarter 2025 earnings released: EPS: zł0.05 (vs zł0.08 in 2Q 2024)Second quarter 2025 results: EPS: zł0.05 (down from zł0.08 in 2Q 2024). Revenue: zł16.3m (up 3.6% from 2Q 2024). Net income: zł1.67m (down 39% from 2Q 2024). Profit margin: 10% (down from 17% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Media industry in Europe. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 7% per year.お知らせ • Aug 21IMS S.A. to Report First Half, 2025 Results on Sep 17, 2025IMS S.A. announced that they will report first half, 2025 results on Sep 17, 2025Major Estimate Revision • Jun 12Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from zł0.33 to zł0.29. Revenue forecast unchanged from zł73.0m at last update. Net income forecast to grow 4.9% next year vs 24% growth forecast for Media industry in Poland. Consensus price target down from zł4.60 to zł4.50. Share price rose 6.7% to zł3.97 over the past week.お知らせ • May 23IMS S.A., Annual General Meeting, Jun 18, 2025IMS S.A., Annual General Meeting, Jun 18, 2025.Major Estimate Revision • May 22Consensus revenue estimates decrease by 11%, EPS upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from zł82.2m to zł73.0m. EPS estimate increased from zł0.31 to zł0.33 per share. Net income forecast to grow 4.0% next year vs 22% growth forecast for Media industry in Poland. Consensus price target up from zł4.50 to zł4.60. Share price rose 10.0% to zł4.07 over the past week.Reported Earnings • May 05Full year 2024 earnings released: EPS: zł0.32 (vs zł0.26 in FY 2023)Full year 2024 results: EPS: zł0.32 (up from zł0.26 in FY 2023). Revenue: zł66.4m (down 1.4% from FY 2023). Net income: zł11.1m (up 28% from FY 2023). Profit margin: 17% (up from 13% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Media industry in Europe. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 14% per year.分析記事 • Apr 08Is Now An Opportune Moment To Examine IMS S.A. (WSE:IMS)?IMS S.A. ( WSE:IMS ), is not the largest company out there, but it received a lot of attention from a substantial price...分析記事 • Jan 17We Think IMS (WSE:IMS) Can Stay On Top Of Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Upcoming Dividend • Nov 25Upcoming dividend of zł0.16 per shareEligible shareholders must have bought the stock before 02 December 2024. Payment date: 06 December 2024. Trailing yield: 7.0%. Lower than top quartile of Polish dividend payers (8.2%). Higher than average of industry peers (5.7%).Buy Or Sell Opportunity • Oct 22Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to zł3.48. The fair value is estimated to be zł4.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.Price Target Changed • Oct 09Price target decreased by 10.0% to zł4.50Down from zł5.00, the current price target is provided by 1 analyst. New target price is 29% above last closing price of zł3.50. Stock is up 2.9% over the past year. The company posted earnings per share of zł0.23 last year.Buy Or Sell Opportunity • Sep 26Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 21% to zł3.64. The fair value is estimated to be zł4.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.New Risk • Jul 07New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 5.5% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (5.5% increase in shares outstanding). Market cap is less than US$100m (zł160.4m market cap, or US$40.6m).Upcoming Dividend • May 20Upcoming dividend of zł0.27 per shareEligible shareholders must have bought the stock before 27 May 2024. Payment date: 30 May 2024. Trailing yield: 6.0%. Lower than top quartile of Polish dividend payers (7.5%). In line with average of industry peers (6.4%).お知らせ • May 01IMS S.A., Annual General Meeting, May 23, 2024IMS S.A., Annual General Meeting, May 23, 2024, at 12:00 Central European Standard Time.New Risk • Mar 30New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (5.0% increase in shares outstanding). Market cap is less than US$100m (zł163.4m market cap, or US$41.1m).お知らせ • Jan 12+ 3 more updatesIMS S.A. to Report Q3, 2024 Results on Nov 26, 2024IMS S.A. announced that they will report Q3, 2024 results on Nov 26, 2024Valuation Update With 7 Day Price Move • Dec 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to zł4.29, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 10x in the Media industry in Europe. Total returns to shareholders of 103% over the past three years.分析記事 • Dec 09Is IMS S.A. (WSE:IMS) Potentially Undervalued?IMS S.A. ( WSE:IMS ), might not be a large cap stock, but it received a lot of attention from a substantial price...Valuation Update With 7 Day Price Move • Sep 29Investor sentiment improves as stock rises 15%After last week's 15% share price gain to zł3.57, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 10x in the Media industry in Europe. Total returns to shareholders of 63% over the past three years.New Risk • Jul 07New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 7.8% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (3.0% increase in shares outstanding). Market cap is less than US$100m (zł97.8m market cap, or US$23.7m).Upcoming Dividend • Jun 27Upcoming dividend of zł0.20 per share at 6.7% yieldEligible shareholders must have bought the stock before 04 July 2023. Payment date: 19 July 2023. Payout ratio is a comfortable 74% but the company is paying out more than the cash it is generating. Trailing yield: 6.7%. Lower than top quartile of Polish dividend payers (7.2%). In line with average of industry peers (7.2%).お知らせ • Jun 04IMS S.A., Annual General Meeting, Jun 28, 2023IMS S.A., Annual General Meeting, Jun 28, 2023, at 12:00 Central European Standard Time.分析記事 • Mar 15A Look At The Intrinsic Value Of IMS S.A. (WSE:IMS)Key Insights IMS' estimated fair value is zł2.22 based on Dividend Discount Model With zł2.50 share price, IMS appears...お知らせ • Jan 12+ 3 more updatesIMS S.A. to Report Q3, 2023 Results on Nov 23, 2023IMS S.A. announced that they will report Q3, 2023 results on Nov 23, 2023分析記事 • Dec 28IMS (WSE:IMS) Has A Pretty Healthy Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Nov 26Third quarter 2022 earnings released: EPS: zł0.04 (vs zł0.04 in 3Q 2021)Third quarter 2022 results: EPS: zł0.04 (in line with 3Q 2021). Revenue: zł13.5m (up 23% from 3Q 2021). Net income: zł1.60m (up 26% from 3Q 2021). Profit margin: 12% (in line with 3Q 2021). Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 12% per year, which means it is performing significantly worse than earnings.Buying Opportunity • Sep 26Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be zł3.00, 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 11%.Reported Earnings • Sep 17Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: zł24.7m (up 173% from 2Q 2021). Net income: zł3.61m (down 1.1% from 2Q 2021). Profit margin: 15% (down from 41% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 15% per year and the company’s share price has also fallen by 15% per year.Upcoming Dividend • Jun 08Upcoming dividend of zł0.18 per shareEligible shareholders must have bought the stock before 15 June 2022. Payment date: 24 June 2022. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 6.4%. Lower than top quartile of Polish dividend payers (8.0%). Higher than average of industry peers (4.9%).Reported Earnings • Jun 01Third quarter 2021 earnings: EPS and revenues miss analyst expectationsThird quarter 2021 results: EPS: zł0.04 (up from zł0.038 in 3Q 2020). Revenue: zł11.0m (up 24% from 3Q 2020). Net income: zł1.27m (up 7.7% from 3Q 2020). Profit margin: 12% (down from 13% in 3Q 2020). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) also missed analyst estimates by 29%. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.Reported Earnings • Dec 01Third quarter 2021 earnings: EPS and revenues miss analyst expectationsThird quarter 2021 results: EPS: zł0.04 (vs zł0.04 in 3Q 2020). Revenue: zł11.0m (up 24% from 3Q 2020). Net income: zł1.27m (up 7.7% from 3Q 2020). Profit margin: 12% (down from 13% in 3Q 2020). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) also missed analyst estimates by 29%. Earnings per share (EPS) missed analyst estimates by 29%. Over the next year, revenue is forecast to grow 46%, compared to a 6.9% growth forecast for the industry in Poland. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Reported Earnings • Sep 22Second quarter 2021 earnings released: EPS zł12.00 (vs zł0.021 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł9.02m (up 39% from 2Q 2020). Net income: zł3.65m (up 451% from 2Q 2020). Profit margin: 41% (up from 10% in 2Q 2020). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Upcoming Dividend • Jun 29Upcoming dividend of zł0.07 per shareEligible shareholders must have bought the stock before 05 July 2021. Payment date: 20 July 2021. Trailing yield: 1.4%. Lower than top quartile of Polish dividend payers (5.7%). Lower than average of industry peers (3.9%).分析記事 • May 04At zł3.03, Is It Time To Put IMS S.A. (WSE:IMS) On Your Watch List?IMS S.A. ( WSE:IMS ), might not be a large cap stock, but it saw a double-digit share price rise of over 10% in the...Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł3.45, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 20x in the Media industry in Europe. Total loss to shareholders of 1.5% over the past three years.分析記事 • Feb 22IMS S.A.'s (WSE:IMS) Stock's On An Uptrend: Are Strong Financials Guiding The Market?IMS (WSE:IMS) has had a great run on the share market with its stock up by a significant 11% over the last three...Is New 90 Day High Low • Feb 03New 90-day high: zł2.88The company is up 44% from its price of zł2.00 on 04 November 2020. The Polish market is up 18% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 18% over the same period.分析記事 • Jan 25Is It Too Late To Consider Buying IMS S.A. (WSE:IMS)?IMS S.A. ( WSE:IMS ), might not be a large cap stock, but it led the WSE gainers with a relatively large price hike in...お知らせ • Jan 22+ 3 more updatesIMS S.A. to Report Q1, 2021 Results on May 27, 2021IMS S.A. announced that they will report Q1, 2021 results on May 27, 2021Is New 90 Day High Low • Jan 08New 90-day high: zł2.77The company is up 19% from its price of zł2.33 on 09 October 2020. The Polish market is also up 19% 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 11% over the same period.分析記事 • Dec 28How Much is IMS' (WSE:IMS) CEO Getting Paid?Michal Kornacki became the CEO of IMS S.A. ( WSE:IMS ) in 2007, and we think it's a good time to look at the...分析記事 • Nov 30Should You Use IMS's (WSE:IMS) Statutory Earnings To Analyse It?Many investors consider it preferable to invest in profitable companies over unprofitable ones, because profitability...Reported Earnings • Nov 27Third quarter 2020 earnings released: EPS zł0.038The company reported a poor third quarter result with weaker earnings and revenues, although profit margins were flat. Third quarter 2020 results: Revenue: zł8.91m (down 34% from 3Q 2019). Net income: zł1.18m (down 34% from 3Q 2019). Profit margin: 13% (in line with 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 8% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • Nov 13Market bids up stock over the past weekAfter last week's 22% share price gain to zł2.27, the stock is trading at a trailing P/E ratio of 10.2x, up from the previous P/E ratio of 8.3x. This compares to an average P/E of 14x in the Media industry in Poland. Total return to shareholders over the past three years is a loss of 25%.Valuation Update With 7 Day Price Move • Nov 10Market bids up stock over the past weekAfter last week's 22% share price gain to zł2.44, the stock is trading at a trailing P/E ratio of 10.9x, up from the previous P/E ratio of 8.9x. This compares to an average P/E of 15x in the Media industry in Poland. Total return to shareholders over the past three years is a loss of 20%.Is New 90 Day High Low • Nov 07New 90-day low: zł1.86The company is down 28% from its price of zł2.57 on 07 August 2020. The Polish market is down 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is down 6.0% over the same period.Is New 90 Day High Low • Oct 14New 90-day low: zł2.29The company is down 5.0% from its price of zł2.41 on 16 July 2020. The Polish market is down 6.0% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Media industry, which is also down 5.0% over the same period.収支内訳IMS の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史WSE:IMS 収益、費用、利益 ( )PLN Millions日付収益収益G+A経費研究開発費30 Sep 2566832030 Jun 2567931031 Mar 25671029031 Dec 24661128030 Sep 24671027030 Jun 2467926031 Mar 2468925031 Dec 2367924030 Sep 2365823030 Jun 2363823031 Mar 2359722031 Dec 2257721030 Sep 2253820030 Jun 2250718031 Mar 2246917031 Dec 2142716030 Sep 2138514030 Jun 2136514031 Mar 2133213031 Dec 2036315030 Sep 2044717030 Jun 2048719031 Mar 2056923031 Dec 1959924030 Sep 1959923030 Jun 1958923031 Mar 1955921031 Dec 1853920030 Sep 1853921030 Jun 1851921031 Mar 1850920031 Dec 1748820030 Sep 1745718030 Jun 1743717031 Mar 1744617031 Dec 1643617030 Sep 1645618030 Jun 1645618031 Mar 1642717031 Dec 1542716030 Sep 1538616030 Jun 15386160質の高い収益: IMSは 高品質の収益 を持っています。利益率の向上: IMSの現在の純利益率 (12.5%)は、昨年(14.3%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: IMSの収益は過去 5 年間で年間14.9%増加しました。成長の加速: IMSは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: IMSは過去 1 年間で収益成長率がマイナス ( -13.5% ) となったため、 Media業界平均 ( 3.2% ) と比較することが困難です。株主資本利益率高いROE: IMSの 自己資本利益率 ( 16.1% ) 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7D1Y7D1Y7D1YMedia 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 09:59終値2026/05/21 00:00収益2025/09/30年間収益2024/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋IMS 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。3 アナリスト機関Tomasz DudaErste Group Bank AGKonrad GrygoErste Group Bank AGLukasz BugajMillennium Dom Maklerski Spolka Akcyjna
分析記事 • Dec 06Weak Statutory Earnings May Not Tell The Whole Story For IMS (WSE:IMS)A lackluster earnings announcement from IMS S.A. ( WSE:IMS ) last week didn't sink the stock price. However, we believe...
Reported Earnings • Nov 28Third quarter 2025 earnings released: EPS: zł0.04 (vs zł0.06 in 3Q 2024)Third quarter 2025 results: EPS: zł0.04 (down from zł0.06 in 3Q 2024). Revenue: zł15.6m (down 4.3% from 3Q 2024). Net income: zł1.68m (down 25% from 3Q 2024). Profit margin: 11% (down from 14% in 3Q 2024). Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Media industry in Europe. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 5% per year.
Reported Earnings • Sep 18Second quarter 2025 earnings released: EPS: zł0.05 (vs zł0.08 in 2Q 2024)Second quarter 2025 results: EPS: zł0.05 (down from zł0.08 in 2Q 2024). Revenue: zł16.3m (up 3.6% from 2Q 2024). Net income: zł1.67m (down 39% from 2Q 2024). Profit margin: 10% (down from 17% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Media industry in Europe. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 7% per year.
お知らせ • Aug 21IMS S.A. to Report First Half, 2025 Results on Sep 17, 2025IMS S.A. announced that they will report first half, 2025 results on Sep 17, 2025
Reported Earnings • May 05Full year 2024 earnings released: EPS: zł0.32 (vs zł0.26 in FY 2023)Full year 2024 results: EPS: zł0.32 (up from zł0.26 in FY 2023). Revenue: zł66.4m (down 1.4% from FY 2023). Net income: zł11.1m (up 28% from FY 2023). Profit margin: 17% (up from 13% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Media industry in Europe. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 14% per year.
お知らせ • Jan 12+ 3 more updatesIMS S.A. to Report Q3, 2024 Results on Nov 26, 2024IMS S.A. announced that they will report Q3, 2024 results on Nov 26, 2024
Valuation Update With 7 Day Price Move • Mar 31Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to zł2.00, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 9x in the Media industry in Europe. Total loss to shareholders of 4.6% over the past three years.
分析記事 • Dec 06Weak Statutory Earnings May Not Tell The Whole Story For IMS (WSE:IMS)A lackluster earnings announcement from IMS S.A. ( WSE:IMS ) last week didn't sink the stock price. However, we believe...
Upcoming Dividend • Dec 02Upcoming dividend of zł0.12 per shareEligible shareholders must have bought the stock before 09 December 2025. Payment date: 15 December 2025. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 4.1%. Lower than top quartile of Polish dividend payers (7.3%). In line with average of industry peers (4.2%).
Reported Earnings • Nov 28Third quarter 2025 earnings released: EPS: zł0.04 (vs zł0.06 in 3Q 2024)Third quarter 2025 results: EPS: zł0.04 (down from zł0.06 in 3Q 2024). Revenue: zł15.6m (down 4.3% from 3Q 2024). Net income: zł1.68m (down 25% from 3Q 2024). Profit margin: 11% (down from 14% in 3Q 2024). Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Media industry in Europe. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 5% per year.
Major Estimate Revision • Oct 08Consensus EPS estimates fall by 17%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from zł73.0m to zł70.7m. EPS estimate also fell from zł0.29 per share to zł0.24 per share. Net income forecast to grow 0.7% next year vs 20% growth forecast for Media industry in Poland. Consensus price target down from zł4.50 to zł4.00. Share price rose 6.6% to zł3.07 over the past week.
Price Target Changed • Oct 07Price target decreased by 13% to zł4.00Down from zł4.60, the current price target is provided by 1 analyst. New target price is 32% above last closing price of zł3.04. Stock is down 13% over the past year. The company is forecast to post earnings per share of zł0.24 for next year compared to zł0.32 last year.
Reported Earnings • Sep 18Second quarter 2025 earnings released: EPS: zł0.05 (vs zł0.08 in 2Q 2024)Second quarter 2025 results: EPS: zł0.05 (down from zł0.08 in 2Q 2024). Revenue: zł16.3m (up 3.6% from 2Q 2024). Net income: zł1.67m (down 39% from 2Q 2024). Profit margin: 10% (down from 17% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Media industry in Europe. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 7% per year.
お知らせ • Aug 21IMS S.A. to Report First Half, 2025 Results on Sep 17, 2025IMS S.A. announced that they will report first half, 2025 results on Sep 17, 2025
Major Estimate Revision • Jun 12Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from zł0.33 to zł0.29. Revenue forecast unchanged from zł73.0m at last update. Net income forecast to grow 4.9% next year vs 24% growth forecast for Media industry in Poland. Consensus price target down from zł4.60 to zł4.50. Share price rose 6.7% to zł3.97 over the past week.
お知らせ • May 23IMS S.A., Annual General Meeting, Jun 18, 2025IMS S.A., Annual General Meeting, Jun 18, 2025.
Major Estimate Revision • May 22Consensus revenue estimates decrease by 11%, EPS upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from zł82.2m to zł73.0m. EPS estimate increased from zł0.31 to zł0.33 per share. Net income forecast to grow 4.0% next year vs 22% growth forecast for Media industry in Poland. Consensus price target up from zł4.50 to zł4.60. Share price rose 10.0% to zł4.07 over the past week.
Reported Earnings • May 05Full year 2024 earnings released: EPS: zł0.32 (vs zł0.26 in FY 2023)Full year 2024 results: EPS: zł0.32 (up from zł0.26 in FY 2023). Revenue: zł66.4m (down 1.4% from FY 2023). Net income: zł11.1m (up 28% from FY 2023). Profit margin: 17% (up from 13% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Media industry in Europe. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 14% per year.
分析記事 • Apr 08Is Now An Opportune Moment To Examine IMS S.A. (WSE:IMS)?IMS S.A. ( WSE:IMS ), is not the largest company out there, but it received a lot of attention from a substantial price...
分析記事 • Jan 17We Think IMS (WSE:IMS) Can Stay On Top Of Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Upcoming Dividend • Nov 25Upcoming dividend of zł0.16 per shareEligible shareholders must have bought the stock before 02 December 2024. Payment date: 06 December 2024. Trailing yield: 7.0%. Lower than top quartile of Polish dividend payers (8.2%). Higher than average of industry peers (5.7%).
Buy Or Sell Opportunity • Oct 22Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to zł3.48. The fair value is estimated to be zł4.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
Price Target Changed • Oct 09Price target decreased by 10.0% to zł4.50Down from zł5.00, the current price target is provided by 1 analyst. New target price is 29% above last closing price of zł3.50. Stock is up 2.9% over the past year. The company posted earnings per share of zł0.23 last year.
Buy Or Sell Opportunity • Sep 26Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 21% to zł3.64. The fair value is estimated to be zł4.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
New Risk • Jul 07New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 5.5% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (5.5% increase in shares outstanding). Market cap is less than US$100m (zł160.4m market cap, or US$40.6m).
Upcoming Dividend • May 20Upcoming dividend of zł0.27 per shareEligible shareholders must have bought the stock before 27 May 2024. Payment date: 30 May 2024. Trailing yield: 6.0%. Lower than top quartile of Polish dividend payers (7.5%). In line with average of industry peers (6.4%).
お知らせ • May 01IMS S.A., Annual General Meeting, May 23, 2024IMS S.A., Annual General Meeting, May 23, 2024, at 12:00 Central European Standard Time.
New Risk • Mar 30New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (5.0% increase in shares outstanding). Market cap is less than US$100m (zł163.4m market cap, or US$41.1m).
お知らせ • Jan 12+ 3 more updatesIMS S.A. to Report Q3, 2024 Results on Nov 26, 2024IMS S.A. announced that they will report Q3, 2024 results on Nov 26, 2024
Valuation Update With 7 Day Price Move • Dec 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to zł4.29, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 10x in the Media industry in Europe. Total returns to shareholders of 103% over the past three years.
分析記事 • Dec 09Is IMS S.A. (WSE:IMS) Potentially Undervalued?IMS S.A. ( WSE:IMS ), might not be a large cap stock, but it received a lot of attention from a substantial price...
Valuation Update With 7 Day Price Move • Sep 29Investor sentiment improves as stock rises 15%After last week's 15% share price gain to zł3.57, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 10x in the Media industry in Europe. Total returns to shareholders of 63% over the past three years.
New Risk • Jul 07New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 7.8% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (3.0% increase in shares outstanding). Market cap is less than US$100m (zł97.8m market cap, or US$23.7m).
Upcoming Dividend • Jun 27Upcoming dividend of zł0.20 per share at 6.7% yieldEligible shareholders must have bought the stock before 04 July 2023. Payment date: 19 July 2023. Payout ratio is a comfortable 74% but the company is paying out more than the cash it is generating. Trailing yield: 6.7%. Lower than top quartile of Polish dividend payers (7.2%). In line with average of industry peers (7.2%).
お知らせ • Jun 04IMS S.A., Annual General Meeting, Jun 28, 2023IMS S.A., Annual General Meeting, Jun 28, 2023, at 12:00 Central European Standard Time.
分析記事 • Mar 15A Look At The Intrinsic Value Of IMS S.A. (WSE:IMS)Key Insights IMS' estimated fair value is zł2.22 based on Dividend Discount Model With zł2.50 share price, IMS appears...
お知らせ • Jan 12+ 3 more updatesIMS S.A. to Report Q3, 2023 Results on Nov 23, 2023IMS S.A. announced that they will report Q3, 2023 results on Nov 23, 2023
分析記事 • Dec 28IMS (WSE:IMS) Has A Pretty Healthy Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Nov 26Third quarter 2022 earnings released: EPS: zł0.04 (vs zł0.04 in 3Q 2021)Third quarter 2022 results: EPS: zł0.04 (in line with 3Q 2021). Revenue: zł13.5m (up 23% from 3Q 2021). Net income: zł1.60m (up 26% from 3Q 2021). Profit margin: 12% (in line with 3Q 2021). Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 12% per year, which means it is performing significantly worse than earnings.
Buying Opportunity • Sep 26Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be zł3.00, 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 11%.
Reported Earnings • Sep 17Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: zł24.7m (up 173% from 2Q 2021). Net income: zł3.61m (down 1.1% from 2Q 2021). Profit margin: 15% (down from 41% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 15% per year and the company’s share price has also fallen by 15% per year.
Upcoming Dividend • Jun 08Upcoming dividend of zł0.18 per shareEligible shareholders must have bought the stock before 15 June 2022. Payment date: 24 June 2022. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 6.4%. Lower than top quartile of Polish dividend payers (8.0%). Higher than average of industry peers (4.9%).
Reported Earnings • Jun 01Third quarter 2021 earnings: EPS and revenues miss analyst expectationsThird quarter 2021 results: EPS: zł0.04 (up from zł0.038 in 3Q 2020). Revenue: zł11.0m (up 24% from 3Q 2020). Net income: zł1.27m (up 7.7% from 3Q 2020). Profit margin: 12% (down from 13% in 3Q 2020). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) also missed analyst estimates by 29%. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
Reported Earnings • Dec 01Third quarter 2021 earnings: EPS and revenues miss analyst expectationsThird quarter 2021 results: EPS: zł0.04 (vs zł0.04 in 3Q 2020). Revenue: zł11.0m (up 24% from 3Q 2020). Net income: zł1.27m (up 7.7% from 3Q 2020). Profit margin: 12% (down from 13% in 3Q 2020). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) also missed analyst estimates by 29%. Earnings per share (EPS) missed analyst estimates by 29%. Over the next year, revenue is forecast to grow 46%, compared to a 6.9% growth forecast for the industry in Poland. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Reported Earnings • Sep 22Second quarter 2021 earnings released: EPS zł12.00 (vs zł0.021 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł9.02m (up 39% from 2Q 2020). Net income: zł3.65m (up 451% from 2Q 2020). Profit margin: 41% (up from 10% in 2Q 2020). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Upcoming Dividend • Jun 29Upcoming dividend of zł0.07 per shareEligible shareholders must have bought the stock before 05 July 2021. Payment date: 20 July 2021. Trailing yield: 1.4%. Lower than top quartile of Polish dividend payers (5.7%). Lower than average of industry peers (3.9%).
分析記事 • May 04At zł3.03, Is It Time To Put IMS S.A. (WSE:IMS) On Your Watch List?IMS S.A. ( WSE:IMS ), might not be a large cap stock, but it saw a double-digit share price rise of over 10% in the...
Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł3.45, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 20x in the Media industry in Europe. Total loss to shareholders of 1.5% over the past three years.
分析記事 • Feb 22IMS S.A.'s (WSE:IMS) Stock's On An Uptrend: Are Strong Financials Guiding The Market?IMS (WSE:IMS) has had a great run on the share market with its stock up by a significant 11% over the last three...
Is New 90 Day High Low • Feb 03New 90-day high: zł2.88The company is up 44% from its price of zł2.00 on 04 November 2020. The Polish market is up 18% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 18% over the same period.
分析記事 • Jan 25Is It Too Late To Consider Buying IMS S.A. (WSE:IMS)?IMS S.A. ( WSE:IMS ), might not be a large cap stock, but it led the WSE gainers with a relatively large price hike in...
お知らせ • Jan 22+ 3 more updatesIMS S.A. to Report Q1, 2021 Results on May 27, 2021IMS S.A. announced that they will report Q1, 2021 results on May 27, 2021
Is New 90 Day High Low • Jan 08New 90-day high: zł2.77The company is up 19% from its price of zł2.33 on 09 October 2020. The Polish market is also up 19% 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 11% over the same period.
分析記事 • Dec 28How Much is IMS' (WSE:IMS) CEO Getting Paid?Michal Kornacki became the CEO of IMS S.A. ( WSE:IMS ) in 2007, and we think it's a good time to look at the...
分析記事 • Nov 30Should You Use IMS's (WSE:IMS) Statutory Earnings To Analyse It?Many investors consider it preferable to invest in profitable companies over unprofitable ones, because profitability...
Reported Earnings • Nov 27Third quarter 2020 earnings released: EPS zł0.038The company reported a poor third quarter result with weaker earnings and revenues, although profit margins were flat. Third quarter 2020 results: Revenue: zł8.91m (down 34% from 3Q 2019). Net income: zł1.18m (down 34% from 3Q 2019). Profit margin: 13% (in line with 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 8% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • Nov 13Market bids up stock over the past weekAfter last week's 22% share price gain to zł2.27, the stock is trading at a trailing P/E ratio of 10.2x, up from the previous P/E ratio of 8.3x. This compares to an average P/E of 14x in the Media industry in Poland. Total return to shareholders over the past three years is a loss of 25%.
Valuation Update With 7 Day Price Move • Nov 10Market bids up stock over the past weekAfter last week's 22% share price gain to zł2.44, the stock is trading at a trailing P/E ratio of 10.9x, up from the previous P/E ratio of 8.9x. This compares to an average P/E of 15x in the Media industry in Poland. Total return to shareholders over the past three years is a loss of 20%.
Is New 90 Day High Low • Nov 07New 90-day low: zł1.86The company is down 28% from its price of zł2.57 on 07 August 2020. The Polish market is down 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is down 6.0% over the same period.
Is New 90 Day High Low • Oct 14New 90-day low: zł2.29The company is down 5.0% from its price of zł2.41 on 16 July 2020. The Polish market is down 6.0% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Media industry, which is also down 5.0% over the same period.