View ValuationPlayWay 将来の成長Future 基準チェック /36PlayWayの収益は年間2%の割合で減少すると予測されていますが、年間利益は年間22.7%で増加すると予想されています。主要情報22.7%収益成長率n/aEPS成長率Entertainment 収益成長25.9%収益成長率-2.0%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日24 Apr 2026今後の成長に関する最新情報Price Target Changed • Oct 22Price target decreased by 12% to zł278Down from zł316, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of zł272. Stock is down 2.5% over the past year. The company posted earnings per share of zł25.79 last year.Price Target Changed • Jun 03Price target decreased by 11% to zł316Down from zł354, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of zł333. Stock is up 4.6% over the past year. The company is forecast to post earnings per share of zł25.60 for next year compared to zł25.79 last year.Price Target Changed • Mar 06Price target increased by 7.7% to zł354Up from zł329, the current price target is an average from 3 analysts. New target price is 21% above last closing price of zł293. Stock is up 6.4% over the past year. The company is forecast to post earnings per share of zł22.70 for next year compared to zł16.17 last year.Price Target Changed • Jul 10Price target decreased by 7.7% to zł352Down from zł381, the current price target is an average from 3 analysts. New target price is 10% above last closing price of zł319. Stock is down 23% over the past year. The company posted earnings per share of zł16.17 last year.Price Target Changed • May 13Price target decreased by 10% to zł341Down from zł381, the current price target is an average from 2 analysts. New target price is 17% above last closing price of zł292. Stock is down 26% over the past year. The company is forecast to post earnings per share of zł34.55 for next year compared to zł19.14 last year.Price Target Changed • Dec 07Price target decreased by 12% to zł381Down from zł431, the current price target is an average from 2 analysts. New target price is 12% above last closing price of zł340. Stock is down 3.0% over the past year. The company is forecast to post earnings per share of zł25.24 for next year compared to zł17.02 last year.すべての更新を表示Recent updates分析記事 • May 14PlayWay's (WSE:PLW) Soft Earnings Are Actually Better Than They AppearSoft earnings didn't appear to concern PlayWay S.A.'s ( WSE:PLW ) shareholders over the last week. Our analysis...New Risk • May 12New major risk - Revenue and earnings growthEarnings have declined by 2.8% 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. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 128% Cash payout ratio: 111% Earnings have declined by 2.8% per year over the past 5 years.Buy Or Sell Opportunity • Jan 16Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 2.4% to zł283. The fair value is estimated to be zł228, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.9% over the last 3 years. Earnings per share has grown by 10%. Revenue is forecast to decline by 0.06% in 2 years. Earnings are forecast to grow by 8.1% in the next 2 years.Reported Earnings • Dec 02Third quarter 2025 earnings released: EPS: zł1.79 (vs zł6.93 in 3Q 2024)Third quarter 2025 results: EPS: zł1.79 (down from zł6.93 in 3Q 2024). Revenue: zł75.3m (flat on 3Q 2024). Net income: zł11.8m (down 74% from 3Q 2024). Profit margin: 16% (down from 60% in 3Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 31% growth forecast for the Entertainment industry in Poland. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Nov 17Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at zł272. The fair value is estimated to be zł224, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.2% over the last 3 years. Earnings per share has grown by 7.8%. Revenue is forecast to grow by 1.4% in 2 years. Earnings are forecast to decline by 12% in the next 2 years.Price Target Changed • Oct 22Price target decreased by 12% to zł278Down from zł316, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of zł272. Stock is down 2.5% over the past year. The company posted earnings per share of zł25.79 last year.Reported Earnings • Oct 06Second quarter 2025 earnings released: EPS: zł5.36 (vs zł7.45 in 2Q 2024)Second quarter 2025 results: EPS: zł5.36 (down from zł7.45 in 2Q 2024). Revenue: zł73.3m (down 12% from 2Q 2024). Net income: zł35.4m (down 28% from 2Q 2024). Profit margin: 48% (down from 59% in 2Q 2024). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 9.8% p.a. on average during the next 2 years, compared to a 30% growth forecast for the Entertainment industry in Poland. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 27PlayWay S.A. to Report First Half, 2025 Results on Sep 30, 2025PlayWay S.A. announced that they will report first half, 2025 results on Sep 30, 2025Upcoming Dividend • Jun 30Upcoming dividend of zł22.55 per shareEligible shareholders must have bought the stock before 07 July 2025. Payment date: 15 July 2025. Payout ratio is on the higher end at 97%, and the cash payout ratio is above 100%. Trailing yield: 6.9%. Lower than top quartile of Polish dividend payers (7.0%). Higher than average of industry peers (1.4%).Declared Dividend • Jun 05Dividend increased to zł22.55Dividend of zł22.55 is 3.3% higher than last year. Ex-date: 7th July 2025 Payment date: 15th July 2025 Dividend yield will be 6.8%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not adequately covered by earnings (97% earnings payout ratio) nor is it covered by cash flows (104% cash payout ratio). The dividend has increased by an average of 37% per year over the past 7 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 8.3% to bring the payout ratio under control. EPS is expected to grow by 25% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Jun 04PlayWay S.A. announces Annual dividend, payable on July 15, 2025PlayWay S.A. announced Annual dividend of PLN 22.5500 per share payable on July 15, 2025, ex-date on July 07, 2025 and record date on July 08, 2025.Price Target Changed • Jun 03Price target decreased by 11% to zł316Down from zł354, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of zł333. Stock is up 4.6% over the past year. The company is forecast to post earnings per share of zł25.60 for next year compared to zł25.79 last year.Reported Earnings • Jun 02First quarter 2025 earnings released: EPS: zł4.73 (vs zł5.63 in 1Q 2024)First quarter 2025 results: EPS: zł4.73 (down from zł5.63 in 1Q 2024). Revenue: zł68.9m (down 1.8% from 1Q 2024). Net income: zł31.2m (down 16% from 1Q 2024). Profit margin: 45% (down from 53% in 1Q 2024). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 31% growth forecast for the Entertainment industry in Poland. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 1% per year.分析記事 • Apr 30At zł307, Is It Time To Put PlayWay S.A. (WSE:PLW) On Your Watch List?PlayWay S.A. ( WSE:PLW ), is not the largest company out there, but it saw a decent share price growth of 13% on the...Price Target Changed • Mar 06Price target increased by 7.7% to zł354Up from zł329, the current price target is an average from 3 analysts. New target price is 21% above last closing price of zł293. Stock is up 6.4% over the past year. The company is forecast to post earnings per share of zł22.70 for next year compared to zł16.17 last year.Buy Or Sell Opportunity • Feb 19Now 20% undervaluedOver the last 90 days, the stock has risen 15% to zł307. The fair value is estimated to be zł385, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Earnings per share has declined by 3.8%. For the next 3 years, revenue is forecast to grow by 9.4% per annum. Earnings are also forecast to grow by 8.4% per annum over the same time period.Reported Earnings • Dec 01Third quarter 2024 earnings released: EPS: zł6.93 (vs zł4.15 in 3Q 2023)Third quarter 2024 results: EPS: zł6.93 (up from zł4.15 in 3Q 2023). Revenue: zł75.7m (up 29% from 3Q 2023). Net income: zł45.7m (up 67% from 3Q 2023). Profit margin: 60% (up from 47% in 3Q 2023). The increase in margin was primarily driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 17% growth forecast for the Entertainment industry in Poland. 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 14% per year, which means it is performing significantly worse than earnings.Reported Earnings • Oct 02Second quarter 2024 earnings released: EPS: zł7.46 (vs zł7.62 in 2Q 2023)Second quarter 2024 results: EPS: zł7.46. Revenue: zł83.2m (up 16% from 2Q 2023). Net income: zł49.2m (up 47% from 2Q 2023). Profit margin: 59% (up from 47% in 2Q 2023). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Entertainment industry in Poland.お知らせ • Jul 30An undisclosed buyer agreed to acquire 53.27% stake in Big Cheese Studio Spolka Akcyjna (WSE:BCS) from PlayWay S.A. (WSE:PLW) for PLN 31.17 million.An undisclosed buyer agreed to acquire 53.27% stake in Big Cheese Studio Spolka Akcyjna (WSE:BCS) from PlayWay S.A. (WSE:PLW) for PLN 31.17 million on July 26, 2024. The shares will be purchase at PLN 14.15 per share.分析記事 • Jul 20PlayWay S.A.'s (WSE:PLW) Business Is Trailing The Market But Its Shares Aren'tWhen close to half the companies in Poland have price-to-earnings ratios (or "P/E's") below 12x, you may consider...Price Target Changed • Jul 10Price target decreased by 7.7% to zł352Down from zł381, the current price target is an average from 3 analysts. New target price is 10% above last closing price of zł319. Stock is down 23% over the past year. The company posted earnings per share of zł16.17 last year.Upcoming Dividend • Jun 25Upcoming dividend of zł21.82 per shareEligible shareholders must have bought the stock before 02 July 2024. Payment date: 10 July 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 6.4%. Lower than top quartile of Polish dividend payers (7.7%). Higher than average of industry peers (2.0%).分析記事 • Jun 08We Like The Quality Of PlayWay's (WSE:PLW) EarningsPlayWay S.A.'s ( WSE:PLW ) recent earnings report didn't offer any surprises, with the shares unchanged over the last...Reported Earnings • Jun 04First quarter 2024 earnings released: EPS: zł5.62 (vs zł4.55 in 1Q 2023)First quarter 2024 results: EPS: zł5.62 (up from zł4.55 in 1Q 2023). Revenue: zł70.2m (up 10% from 1Q 2023). Net income: zł37.1m (up 24% from 1Q 2023). Profit margin: 53% (up from 47% in 1Q 2023). Revenue is expected to decline by 1.1% p.a. on average during the next 3 years, while revenues in the Entertainment industry in Poland are expected to grow by 14%. Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 13% per year.New Risk • Jun 03New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.6% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 139% Cash payout ratio: 103% Earnings are forecast to decline by an average of 2.6% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.お知らせ • May 29PlayWay S.A., Annual General Meeting, Jun 20, 2024PlayWay S.A., Annual General Meeting, Jun 20, 2024, at 11:00 Central European Standard Time.New Risk • May 24New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 20% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 139% Cash payout ratio: 103% Minor Risk Large one-off items impacting financial results.Price Target Changed • May 13Price target decreased by 10% to zł341Down from zł381, the current price target is an average from 2 analysts. New target price is 17% above last closing price of zł292. Stock is down 26% over the past year. The company is forecast to post earnings per share of zł34.55 for next year compared to zł19.14 last year.Reported Earnings • Apr 30Full year 2023 earnings released: EPS: zł19.14 (vs zł17.02 in FY 2022)Full year 2023 results: EPS: zł19.14. Revenue: zł277.0m (up 7.4% from FY 2022). Net income: zł106.7m (down 5.0% from FY 2022). Profit margin: 39% (down from 44% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Entertainment industry in Poland.お知らせ • Apr 24An unknown buyer acquired a 20.93% stake in 3R Games S.A. (WSE:3RG) from PlayWay S.A. (WSE:PLW).An unknown buyer acquired a 20.93% stake in 3R Games S.A. (WSE:3RG) from PlayWay S.A. (WSE:PLW) on April 22, 2024.An unknown buyer completed the acquisition of a 20.93% stake in 3R Games S.A. (WSE:3RG) from PlayWay S.A. (WSE:PLW) on April 22, 2024.分析記事 • Mar 05A Look At The Fair Value Of PlayWay S.A. (WSE:PLW)Key Insights Using the 2 Stage Free Cash Flow to Equity, PlayWay fair value estimate is zł281 PlayWay's zł272 share...New Risk • Jan 26New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 28% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 139% Cash payout ratio: 114% Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (37% net profit margin).Buy Or Sell Opportunity • Jan 24Now 20% overvaluedOver the last 90 days, the stock has fallen 11% to zł318. The fair value is estimated to be zł264, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has declined by 20%. Revenue is forecast to grow by 31% in 2 years. Earnings are forecast to grow by 66% in the next 2 years.お知らせ • Jan 17+ 3 more updatesPlayWay S.A. to Report Fiscal Year 2023 Results on Apr 26, 2024PlayWay S.A. announced that they will report fiscal year 2023 results on Apr 26, 2024Price Target Changed • Dec 07Price target decreased by 12% to zł381Down from zł431, the current price target is an average from 2 analysts. New target price is 12% above last closing price of zł340. Stock is down 3.0% over the past year. The company is forecast to post earnings per share of zł25.24 for next year compared to zł17.02 last year.Reported Earnings • Dec 01Third quarter 2023 earnings released: EPS: zł4.86 (vs zł6.38 in 3Q 2022)Third quarter 2023 results: EPS: zł4.86 (down from zł6.38 in 3Q 2022). Revenue: zł58.6m (down 24% from 3Q 2022). Net income: zł27.4m (down 35% from 3Q 2022). Profit margin: 47% (down from 55% in 3Q 2022). Revenue is forecast to stay flat during the next 3 years compared to a 14% growth forecast for the Entertainment industry in Poland. Over the last 3 years on average, earnings per share has fallen by 21% per year whereas the company’s share price has fallen by 18% per year.New Risk • Oct 31New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 8.9% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 122% Cash payout ratio: 119% Earnings are forecast to decline by an average of 8.9% per year for the foreseeable future.Reported Earnings • Oct 05Second quarter 2023 earnings released: EPS: zł7.62 (vs zł5.52 in 2Q 2022)Second quarter 2023 results: EPS: zł7.62. Revenue: zł71.6m (up 7.5% from 2Q 2022). Net income: zł33.6m (down 7.9% from 2Q 2022). Profit margin: 47% (down from 55% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 8.9% growth forecast for the Entertainment industry in Poland.Buying Opportunity • Aug 25Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 1.4%. The fair value is estimated to be zł499, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has declined by 12%. Revenue is forecast to grow by 22% in a year. Earnings is forecast to grow by 54% in the next year.Upcoming Dividend • Aug 14Upcoming dividend of zł19.39 per share at 4.7% yieldEligible shareholders must have bought the stock before 21 August 2023. Payment date: 29 August 2023. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 4.7%. Lower than top quartile of Polish dividend payers (7.3%). Higher than average of industry peers (1.8%).分析記事 • Jul 13Calculating The Fair Value Of PlayWay S.A. (WSE:PLW)Key Insights PlayWay's estimated fair value is zł416 based on 2 Stage Free Cash Flow to Equity With zł413 share price...New Risk • Jun 12New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported September 2022 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.お知らせ • Jun 04PlayWay S.A., Annual General Meeting, Jun 30, 2023PlayWay S.A., Annual General Meeting, Jun 30, 2023, at 13:30 Central European Standard Time.分析記事 • May 19Should You Investigate PlayWay S.A. (WSE:PLW) At zł416?While PlayWay S.A. ( WSE:PLW ) might not be the most widely known stock at the moment, it saw significant share price...Price Target Changed • Jan 30Price target increased by 22% to zł421Up from zł346, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of zł405. Stock is up 7.0% over the past year. The company is forecast to post earnings per share of zł20.42 for next year compared to zł19.26 last year.お知らせ • Jan 12+ 3 more updatesPlayWay S.A. to Report Q3, 2023 Results on Nov 29, 2023PlayWay S.A. announced that they will report Q3, 2023 results on Nov 29, 2023Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improved over the past weekAfter last week's 17% share price gain to zł362, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 12x in the Entertainment industry in Poland. Total returns to shareholders of 56% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł233 per share.Valuation Update With 7 Day Price Move • Dec 06Investor sentiment improved over the past weekAfter last week's 22% share price gain to zł365, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Entertainment industry in Poland. Total returns to shareholders of 86% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł266 per share.Reported Earnings • Dec 01Third quarter 2022 earnings released: EPS: zł6.38 (vs zł6.49 in 3Q 2021)Third quarter 2022 results: EPS: zł6.38 (down from zł6.49 in 3Q 2021). Revenue: zł76.7m (up 15% from 3Q 2021). Net income: zł42.1m (down 1.7% from 3Q 2021). Profit margin: 55% (down from 64% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Entertainment industry in Poland. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Dec 01Is Now The Time To Put PlayWay (WSE:PLW) On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...分析記事 • Oct 12The Trend Of High Returns At PlayWay (WSE:PLW) Has Us Very InterestedIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Reported Earnings • Oct 03Second quarter 2022 earnings released: EPS: zł5.52 (vs zł3.87 in 2Q 2021)Second quarter 2022 results: EPS: zł5.52 (up from zł3.87 in 2Q 2021). Revenue: zł66.6m (up 30% from 2Q 2021). Net income: zł36.4m (up 42% from 2Q 2021). Profit margin: 55% (up from 50% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Entertainment industry in Poland. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 14% per year.分析記事 • Jun 21PlayWay (WSE:PLW) Is Increasing Its Dividend To zł19.22PlayWay S.A. ( WSE:PLW ) will increase its dividend on the 6th of July to zł19.22. This makes the dividend yield 6.3...Upcoming Dividend • Jun 20Upcoming dividend of zł19.22 per shareEligible shareholders must have bought the stock before 27 June 2022. Payment date: 06 July 2022. Payout ratio and cash payout ratio are on the higher end at 94% and 93% respectively. Trailing yield: 6.3%. Lower than top quartile of Polish dividend payers (8.3%). Higher than average of industry peers (2.6%).Major Estimate Revision • Jun 10Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from zł262.9m to zł230.0m. EPS estimate unchanged from zł20.02 per share at last update. Entertainment industry in Poland expected to see average net income growth of 13% next year. Consensus price target broadly unchanged at zł356. Share price rose 4.5% to zł326 over the past week.Reported Earnings • Jun 01First quarter 2022 earnings: Revenues exceed analyst expectationsFirst quarter 2022 results: Revenue: zł52.7m (up 26% from 1Q 2021). Net income: zł40.3m (up 58% from 1Q 2021). Profit margin: 76% (up from 61% in 1Q 2021). The increase in margin was primarily driven by higher revenue. Revenue exceeded analyst estimates by 1.8%. Over the next year, revenue is forecast to grow 10%, compared to a 4.6% growth forecast for the industry in Poland.分析記事 • May 15PlayWay's (WSE:PLW) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of PlayWay S.A. ( WSE:PLW ) has announced that it will be increasing its dividend by 51% on the 6th of July...Reported Earnings • May 02Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: zł22.55 (down from zł30.30 in FY 2020). Revenue: zł234.1m (up 43% from FY 2020). Net income: zł127.1m (down 36% from FY 2020). Profit margin: 54% (down from 122% in FY 2020). The decrease in margin was primarily driven by lower expenses. Revenue exceeded analyst estimates by 14%. Earnings per share (EPS) also surpassed analyst estimates by 44%. Over the next year, revenue is forecast to grow 12%, compared to a 5.8% growth forecast for the industry in Poland. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Price Target Changed • Apr 27Price target decreased to zł355Down from zł457, the current price target is an average from 3 analysts. New target price is 40% above last closing price of zł253. Stock is down 46% over the past year. The company is forecast to post earnings per share of zł18.43 for next year compared to zł30.30 last year.分析記事 • Apr 23Should You Investigate PlayWay S.A. (WSE:PLW) At zł248?PlayWay S.A. ( WSE:PLW ), is not the largest company out there, but it received a lot of attention from a substantial...Price Target Changed • Mar 24Price target decreased to zł457Down from zł508, the current price target is an average from 2 analysts. New target price is 37% above last closing price of zł335. Stock is down 38% over the past year. The company is forecast to post earnings per share of zł19.04 for next year compared to zł30.30 last year.Valuation Update With 7 Day Price Move • Mar 11Investor sentiment improved over the past weekAfter last week's 19% share price gain to zł349, the stock trades at a trailing P/E ratio of 18.7x. Average forward P/E is 13x in the Entertainment industry in Poland. Total returns to shareholders of 121% over the past three years.Reported Earnings • Dec 02Third quarter 2021 earnings: EPS and revenues exceed analyst expectationsThird quarter 2021 results: EPS: zł6.49 (up from zł3.27 in 3Q 2020). Revenue: zł67.0m (up 104% from 3Q 2020). Net income: zł42.8m (up 98% from 3Q 2020). Profit margin: 64% (down from 66% in 3Q 2020). Revenue exceeded analyst estimates by 14%. Earnings per share (EPS) also surpassed analyst estimates by 44%. Earnings per share (EPS) surpassed analyst estimates by 44%. Over the next year, revenue is forecast to grow 50% compared to a 20% decline forecast for the industry in Poland. Over the last 3 years on average, earnings per share has increased by 43% per year whereas the company’s share price has increased by 44% per year.分析記事 • Nov 30Is PlayWay S.A. (WSE:PLW) Trading At A 39% Discount?Today we will run through one way of estimating the intrinsic value of PlayWay S.A. ( WSE:PLW ) by taking the forecast...Reported Earnings • Oct 01Second quarter 2021 earnings released: EPS zł3.87 (vs zł19.40 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł51.3m (down 20% from 2Q 2020). Net income: zł25.6m (down 80% from 2Q 2020). Profit margin: 50% (down from 199% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 45% per year, which means it is significantly lagging earnings growth.分析記事 • Aug 12When Should You Buy PlayWay S.A. (WSE:PLW)?While PlayWay S.A. ( WSE:PLW ) might not be the most widely known stock at the moment, it received a lot of attention...Upcoming Dividend • Jun 16Upcoming dividend of zł12.74 per shareEligible shareholders must have bought the stock before 22 June 2021. Payment date: 30 June 2021. Trailing yield: 2.6%. Lower than top quartile of Polish dividend payers (5.8%). In line with average of industry peers (2.4%).Reported Earnings • Jun 03First quarter 2021 earnings released: EPS zł3.88 (vs zł3.21 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2021 results: Revenue: zł41.8m (up 33% from 1Q 2020). Net income: zł25.5m (up 21% from 1Q 2020). Profit margin: 61% (down from 67% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 53% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • May 21Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł481, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 26x in the Entertainment industry in Europe. Total returns to shareholders of 186% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł531 per share.Valuation Update With 7 Day Price Move • Apr 27Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to zł473, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 30x in the Entertainment industry in Europe. Total returns to shareholders of 374% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł438 per share.分析記事 • Feb 04Is PlayWay S.A. (WSE:PLW) Potentially Undervalued?PlayWay S.A. ( WSE:PLW ), might not be a large cap stock, but it led the WSE gainers with a relatively large price hike...分析記事 • Dec 29What Is The Ownership Structure Like For PlayWay S.A. (WSE:PLW)?Every investor in PlayWay S.A. ( WSE:PLW ) should be aware of the most powerful shareholder groups. Insiders often own...Is New 90 Day High Low • Dec 28New 90-day high: zł634The company is up 27% from its price of zł499 on 29 September 2020. The Polish market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Entertainment industry, which is down 29% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is zł409 per share.Price Target Changed • Dec 11Price target raised to zł555Up from zł508, the current price target is an average from 3 analysts. The new target price is 7.4% below the current share price of zł600. As of last close, the stock is up 155% over the past year.Reported Earnings • Dec 02Third quarter 2020 earnings released: EPS zł3.27The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: zł32.8m (down 2.0% from 3Q 2019). Net income: zł21.6m (down 18% from 3Q 2019). Profit margin: 66% (down from 78% in 3Q 2019). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has increased by 110% per year, which means it is tracking significantly ahead of earnings growth.Is New 90 Day High Low • Nov 25New 90-day high: zł594The company is up 23% from its price of zł481 on 26 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 Entertainment industry, which is down 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is zł362 per share.Major Estimate Revision • Nov 11Analysts increase EPS estimates to zł20.99The 2020 consensus revenue estimate increased from zł177.0m to zł193.9m. The earnings per share estimate also received an upgrade from zł14.27 to zł20.99 for the same period. Net income is expected to shrink by 29% next year compared to 11% growth forecast for the Entertainment industry in Poland . The consensus price target increased from zł508 to zł542. Share price stayed mostly flat at zł542 over the past week.Is New 90 Day High Low • Oct 24New 90-day high: zł568The company is up 15% from its price of zł495 on 24 July 2020. The Polish market is down 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Entertainment industry, which is down 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is zł324 per share.Reported Earnings • Oct 04First half earnings releasedOver the last 12 months the company has reported total profits of zł208.0m, up 362% from the prior year. Total revenue was zł164.1m over the last 12 months, up 91% from the prior year.業績と収益の成長予測WSE:PLW - 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12/31/202728712013992112/31/2026305143160113112/31/202529870184184N/A9/30/2025291117135138N/A6/30/2025292151133136N/A3/31/2025302164138140N/A12/31/2024303170152153N/A9/30/2024309148130131N/A6/30/2024292129156157N/A3/31/2024281114145146N/A12/31/2023274107124125N/A9/30/202325192112113N/A6/30/2023269107108109N/A3/31/2023268110106107N/A12/31/2022258112115117N/A9/30/2022276145157158N/A6/30/2022266146143145N/A3/31/2022247135139140N/A12/31/2021236128127128N/A9/30/20211961239293N/A6/30/20211621027475N/A3/31/20211752046061N/A12/31/20201642005354N/A9/30/20201632035153N/A6/30/20201511894647N/A3/31/2020130965051N/A12/31/2019116874143N/A9/30/20199864N/A43N/A6/30/20199864N/A29N/A3/31/20198144N/A43N/A12/31/20187247N/A36N/A9/30/20186942N/A26N/A6/30/20186343N/A35N/A3/31/20184229N/A11N/A12/31/20173916N/A11N/A9/30/20173012N/A11N/A6/30/2017196N/A2N/A3/31/2017166N/A2N/A12/31/2016136N/A-1N/A9/30/2016126N/A-2N/A6/30/2016115N/A-1N/A3/31/2016116N/A0N/A12/31/2015106N/A3N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: PLWの予測収益成長率 (年間22.7% ) は 貯蓄率 ( 5.3% ) を上回っています。収益対市場: PLWの収益 ( 22.7% ) はPolish市場 ( 12.4% ) 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: PLW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: PLWの収益は今後 3 年間で減少すると予想されています (年間-2% )。高い収益成長: PLWの収益は今後 3 年間で減少すると予測されています (年間-2% )。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: PLWの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YMedia 業界の高成長企業。View Past Performance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 08:35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PlayWay S.A. 1 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。8 アナリスト機関Tomasz DudaErste Group Bank AGMichal WojciechowskiIpopema Securities S.A.Dariusz GorskiSantander Brokerage Poland5 その他のアナリストを表示
Price Target Changed • Oct 22Price target decreased by 12% to zł278Down from zł316, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of zł272. Stock is down 2.5% over the past year. The company posted earnings per share of zł25.79 last year.
Price Target Changed • Jun 03Price target decreased by 11% to zł316Down from zł354, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of zł333. Stock is up 4.6% over the past year. The company is forecast to post earnings per share of zł25.60 for next year compared to zł25.79 last year.
Price Target Changed • Mar 06Price target increased by 7.7% to zł354Up from zł329, the current price target is an average from 3 analysts. New target price is 21% above last closing price of zł293. Stock is up 6.4% over the past year. The company is forecast to post earnings per share of zł22.70 for next year compared to zł16.17 last year.
Price Target Changed • Jul 10Price target decreased by 7.7% to zł352Down from zł381, the current price target is an average from 3 analysts. New target price is 10% above last closing price of zł319. Stock is down 23% over the past year. The company posted earnings per share of zł16.17 last year.
Price Target Changed • May 13Price target decreased by 10% to zł341Down from zł381, the current price target is an average from 2 analysts. New target price is 17% above last closing price of zł292. Stock is down 26% over the past year. The company is forecast to post earnings per share of zł34.55 for next year compared to zł19.14 last year.
Price Target Changed • Dec 07Price target decreased by 12% to zł381Down from zł431, the current price target is an average from 2 analysts. New target price is 12% above last closing price of zł340. Stock is down 3.0% over the past year. The company is forecast to post earnings per share of zł25.24 for next year compared to zł17.02 last year.
分析記事 • May 14PlayWay's (WSE:PLW) Soft Earnings Are Actually Better Than They AppearSoft earnings didn't appear to concern PlayWay S.A.'s ( WSE:PLW ) shareholders over the last week. Our analysis...
New Risk • May 12New major risk - Revenue and earnings growthEarnings have declined by 2.8% 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. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 128% Cash payout ratio: 111% Earnings have declined by 2.8% per year over the past 5 years.
Buy Or Sell Opportunity • Jan 16Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 2.4% to zł283. The fair value is estimated to be zł228, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.9% over the last 3 years. Earnings per share has grown by 10%. Revenue is forecast to decline by 0.06% in 2 years. Earnings are forecast to grow by 8.1% in the next 2 years.
Reported Earnings • Dec 02Third quarter 2025 earnings released: EPS: zł1.79 (vs zł6.93 in 3Q 2024)Third quarter 2025 results: EPS: zł1.79 (down from zł6.93 in 3Q 2024). Revenue: zł75.3m (flat on 3Q 2024). Net income: zł11.8m (down 74% from 3Q 2024). Profit margin: 16% (down from 60% in 3Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 31% growth forecast for the Entertainment industry in Poland. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Nov 17Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at zł272. The fair value is estimated to be zł224, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.2% over the last 3 years. Earnings per share has grown by 7.8%. Revenue is forecast to grow by 1.4% in 2 years. Earnings are forecast to decline by 12% in the next 2 years.
Price Target Changed • Oct 22Price target decreased by 12% to zł278Down from zł316, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of zł272. Stock is down 2.5% over the past year. The company posted earnings per share of zł25.79 last year.
Reported Earnings • Oct 06Second quarter 2025 earnings released: EPS: zł5.36 (vs zł7.45 in 2Q 2024)Second quarter 2025 results: EPS: zł5.36 (down from zł7.45 in 2Q 2024). Revenue: zł73.3m (down 12% from 2Q 2024). Net income: zł35.4m (down 28% from 2Q 2024). Profit margin: 48% (down from 59% in 2Q 2024). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 9.8% p.a. on average during the next 2 years, compared to a 30% growth forecast for the Entertainment industry in Poland. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 27PlayWay S.A. to Report First Half, 2025 Results on Sep 30, 2025PlayWay S.A. announced that they will report first half, 2025 results on Sep 30, 2025
Upcoming Dividend • Jun 30Upcoming dividend of zł22.55 per shareEligible shareholders must have bought the stock before 07 July 2025. Payment date: 15 July 2025. Payout ratio is on the higher end at 97%, and the cash payout ratio is above 100%. Trailing yield: 6.9%. Lower than top quartile of Polish dividend payers (7.0%). Higher than average of industry peers (1.4%).
Declared Dividend • Jun 05Dividend increased to zł22.55Dividend of zł22.55 is 3.3% higher than last year. Ex-date: 7th July 2025 Payment date: 15th July 2025 Dividend yield will be 6.8%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not adequately covered by earnings (97% earnings payout ratio) nor is it covered by cash flows (104% cash payout ratio). The dividend has increased by an average of 37% per year over the past 7 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 8.3% to bring the payout ratio under control. EPS is expected to grow by 25% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Jun 04PlayWay S.A. announces Annual dividend, payable on July 15, 2025PlayWay S.A. announced Annual dividend of PLN 22.5500 per share payable on July 15, 2025, ex-date on July 07, 2025 and record date on July 08, 2025.
Price Target Changed • Jun 03Price target decreased by 11% to zł316Down from zł354, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of zł333. Stock is up 4.6% over the past year. The company is forecast to post earnings per share of zł25.60 for next year compared to zł25.79 last year.
Reported Earnings • Jun 02First quarter 2025 earnings released: EPS: zł4.73 (vs zł5.63 in 1Q 2024)First quarter 2025 results: EPS: zł4.73 (down from zł5.63 in 1Q 2024). Revenue: zł68.9m (down 1.8% from 1Q 2024). Net income: zł31.2m (down 16% from 1Q 2024). Profit margin: 45% (down from 53% in 1Q 2024). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 31% growth forecast for the Entertainment industry in Poland. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 1% per year.
分析記事 • Apr 30At zł307, Is It Time To Put PlayWay S.A. (WSE:PLW) On Your Watch List?PlayWay S.A. ( WSE:PLW ), is not the largest company out there, but it saw a decent share price growth of 13% on the...
Price Target Changed • Mar 06Price target increased by 7.7% to zł354Up from zł329, the current price target is an average from 3 analysts. New target price is 21% above last closing price of zł293. Stock is up 6.4% over the past year. The company is forecast to post earnings per share of zł22.70 for next year compared to zł16.17 last year.
Buy Or Sell Opportunity • Feb 19Now 20% undervaluedOver the last 90 days, the stock has risen 15% to zł307. The fair value is estimated to be zł385, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Earnings per share has declined by 3.8%. For the next 3 years, revenue is forecast to grow by 9.4% per annum. Earnings are also forecast to grow by 8.4% per annum over the same time period.
Reported Earnings • Dec 01Third quarter 2024 earnings released: EPS: zł6.93 (vs zł4.15 in 3Q 2023)Third quarter 2024 results: EPS: zł6.93 (up from zł4.15 in 3Q 2023). Revenue: zł75.7m (up 29% from 3Q 2023). Net income: zł45.7m (up 67% from 3Q 2023). Profit margin: 60% (up from 47% in 3Q 2023). The increase in margin was primarily driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 17% growth forecast for the Entertainment industry in Poland. 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 14% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Oct 02Second quarter 2024 earnings released: EPS: zł7.46 (vs zł7.62 in 2Q 2023)Second quarter 2024 results: EPS: zł7.46. Revenue: zł83.2m (up 16% from 2Q 2023). Net income: zł49.2m (up 47% from 2Q 2023). Profit margin: 59% (up from 47% in 2Q 2023). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Entertainment industry in Poland.
お知らせ • Jul 30An undisclosed buyer agreed to acquire 53.27% stake in Big Cheese Studio Spolka Akcyjna (WSE:BCS) from PlayWay S.A. (WSE:PLW) for PLN 31.17 million.An undisclosed buyer agreed to acquire 53.27% stake in Big Cheese Studio Spolka Akcyjna (WSE:BCS) from PlayWay S.A. (WSE:PLW) for PLN 31.17 million on July 26, 2024. The shares will be purchase at PLN 14.15 per share.
分析記事 • Jul 20PlayWay S.A.'s (WSE:PLW) Business Is Trailing The Market But Its Shares Aren'tWhen close to half the companies in Poland have price-to-earnings ratios (or "P/E's") below 12x, you may consider...
Price Target Changed • Jul 10Price target decreased by 7.7% to zł352Down from zł381, the current price target is an average from 3 analysts. New target price is 10% above last closing price of zł319. Stock is down 23% over the past year. The company posted earnings per share of zł16.17 last year.
Upcoming Dividend • Jun 25Upcoming dividend of zł21.82 per shareEligible shareholders must have bought the stock before 02 July 2024. Payment date: 10 July 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 6.4%. Lower than top quartile of Polish dividend payers (7.7%). Higher than average of industry peers (2.0%).
分析記事 • Jun 08We Like The Quality Of PlayWay's (WSE:PLW) EarningsPlayWay S.A.'s ( WSE:PLW ) recent earnings report didn't offer any surprises, with the shares unchanged over the last...
Reported Earnings • Jun 04First quarter 2024 earnings released: EPS: zł5.62 (vs zł4.55 in 1Q 2023)First quarter 2024 results: EPS: zł5.62 (up from zł4.55 in 1Q 2023). Revenue: zł70.2m (up 10% from 1Q 2023). Net income: zł37.1m (up 24% from 1Q 2023). Profit margin: 53% (up from 47% in 1Q 2023). Revenue is expected to decline by 1.1% p.a. on average during the next 3 years, while revenues in the Entertainment industry in Poland are expected to grow by 14%. Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 13% per year.
New Risk • Jun 03New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.6% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 139% Cash payout ratio: 103% Earnings are forecast to decline by an average of 2.6% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.
お知らせ • May 29PlayWay S.A., Annual General Meeting, Jun 20, 2024PlayWay S.A., Annual General Meeting, Jun 20, 2024, at 11:00 Central European Standard Time.
New Risk • May 24New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 20% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 139% Cash payout ratio: 103% Minor Risk Large one-off items impacting financial results.
Price Target Changed • May 13Price target decreased by 10% to zł341Down from zł381, the current price target is an average from 2 analysts. New target price is 17% above last closing price of zł292. Stock is down 26% over the past year. The company is forecast to post earnings per share of zł34.55 for next year compared to zł19.14 last year.
Reported Earnings • Apr 30Full year 2023 earnings released: EPS: zł19.14 (vs zł17.02 in FY 2022)Full year 2023 results: EPS: zł19.14. Revenue: zł277.0m (up 7.4% from FY 2022). Net income: zł106.7m (down 5.0% from FY 2022). Profit margin: 39% (down from 44% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Entertainment industry in Poland.
お知らせ • Apr 24An unknown buyer acquired a 20.93% stake in 3R Games S.A. (WSE:3RG) from PlayWay S.A. (WSE:PLW).An unknown buyer acquired a 20.93% stake in 3R Games S.A. (WSE:3RG) from PlayWay S.A. (WSE:PLW) on April 22, 2024.An unknown buyer completed the acquisition of a 20.93% stake in 3R Games S.A. (WSE:3RG) from PlayWay S.A. (WSE:PLW) on April 22, 2024.
分析記事 • Mar 05A Look At The Fair Value Of PlayWay S.A. (WSE:PLW)Key Insights Using the 2 Stage Free Cash Flow to Equity, PlayWay fair value estimate is zł281 PlayWay's zł272 share...
New Risk • Jan 26New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 28% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 139% Cash payout ratio: 114% Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (37% net profit margin).
Buy Or Sell Opportunity • Jan 24Now 20% overvaluedOver the last 90 days, the stock has fallen 11% to zł318. The fair value is estimated to be zł264, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has declined by 20%. Revenue is forecast to grow by 31% in 2 years. Earnings are forecast to grow by 66% in the next 2 years.
お知らせ • Jan 17+ 3 more updatesPlayWay S.A. to Report Fiscal Year 2023 Results on Apr 26, 2024PlayWay S.A. announced that they will report fiscal year 2023 results on Apr 26, 2024
Price Target Changed • Dec 07Price target decreased by 12% to zł381Down from zł431, the current price target is an average from 2 analysts. New target price is 12% above last closing price of zł340. Stock is down 3.0% over the past year. The company is forecast to post earnings per share of zł25.24 for next year compared to zł17.02 last year.
Reported Earnings • Dec 01Third quarter 2023 earnings released: EPS: zł4.86 (vs zł6.38 in 3Q 2022)Third quarter 2023 results: EPS: zł4.86 (down from zł6.38 in 3Q 2022). Revenue: zł58.6m (down 24% from 3Q 2022). Net income: zł27.4m (down 35% from 3Q 2022). Profit margin: 47% (down from 55% in 3Q 2022). Revenue is forecast to stay flat during the next 3 years compared to a 14% growth forecast for the Entertainment industry in Poland. Over the last 3 years on average, earnings per share has fallen by 21% per year whereas the company’s share price has fallen by 18% per year.
New Risk • Oct 31New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 8.9% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 122% Cash payout ratio: 119% Earnings are forecast to decline by an average of 8.9% per year for the foreseeable future.
Reported Earnings • Oct 05Second quarter 2023 earnings released: EPS: zł7.62 (vs zł5.52 in 2Q 2022)Second quarter 2023 results: EPS: zł7.62. Revenue: zł71.6m (up 7.5% from 2Q 2022). Net income: zł33.6m (down 7.9% from 2Q 2022). Profit margin: 47% (down from 55% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 8.9% growth forecast for the Entertainment industry in Poland.
Buying Opportunity • Aug 25Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 1.4%. The fair value is estimated to be zł499, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has declined by 12%. Revenue is forecast to grow by 22% in a year. Earnings is forecast to grow by 54% in the next year.
Upcoming Dividend • Aug 14Upcoming dividend of zł19.39 per share at 4.7% yieldEligible shareholders must have bought the stock before 21 August 2023. Payment date: 29 August 2023. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 4.7%. Lower than top quartile of Polish dividend payers (7.3%). Higher than average of industry peers (1.8%).
分析記事 • Jul 13Calculating The Fair Value Of PlayWay S.A. (WSE:PLW)Key Insights PlayWay's estimated fair value is zł416 based on 2 Stage Free Cash Flow to Equity With zł413 share price...
New Risk • Jun 12New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported September 2022 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
お知らせ • Jun 04PlayWay S.A., Annual General Meeting, Jun 30, 2023PlayWay S.A., Annual General Meeting, Jun 30, 2023, at 13:30 Central European Standard Time.
分析記事 • May 19Should You Investigate PlayWay S.A. (WSE:PLW) At zł416?While PlayWay S.A. ( WSE:PLW ) might not be the most widely known stock at the moment, it saw significant share price...
Price Target Changed • Jan 30Price target increased by 22% to zł421Up from zł346, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of zł405. Stock is up 7.0% over the past year. The company is forecast to post earnings per share of zł20.42 for next year compared to zł19.26 last year.
お知らせ • Jan 12+ 3 more updatesPlayWay S.A. to Report Q3, 2023 Results on Nov 29, 2023PlayWay S.A. announced that they will report Q3, 2023 results on Nov 29, 2023
Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improved over the past weekAfter last week's 17% share price gain to zł362, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 12x in the Entertainment industry in Poland. Total returns to shareholders of 56% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł233 per share.
Valuation Update With 7 Day Price Move • Dec 06Investor sentiment improved over the past weekAfter last week's 22% share price gain to zł365, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Entertainment industry in Poland. Total returns to shareholders of 86% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł266 per share.
Reported Earnings • Dec 01Third quarter 2022 earnings released: EPS: zł6.38 (vs zł6.49 in 3Q 2021)Third quarter 2022 results: EPS: zł6.38 (down from zł6.49 in 3Q 2021). Revenue: zł76.7m (up 15% from 3Q 2021). Net income: zł42.1m (down 1.7% from 3Q 2021). Profit margin: 55% (down from 64% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Entertainment industry in Poland. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Dec 01Is Now The Time To Put PlayWay (WSE:PLW) On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
分析記事 • Oct 12The Trend Of High Returns At PlayWay (WSE:PLW) Has Us Very InterestedIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Reported Earnings • Oct 03Second quarter 2022 earnings released: EPS: zł5.52 (vs zł3.87 in 2Q 2021)Second quarter 2022 results: EPS: zł5.52 (up from zł3.87 in 2Q 2021). Revenue: zł66.6m (up 30% from 2Q 2021). Net income: zł36.4m (up 42% from 2Q 2021). Profit margin: 55% (up from 50% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Entertainment industry in Poland. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 14% per year.
分析記事 • Jun 21PlayWay (WSE:PLW) Is Increasing Its Dividend To zł19.22PlayWay S.A. ( WSE:PLW ) will increase its dividend on the 6th of July to zł19.22. This makes the dividend yield 6.3...
Upcoming Dividend • Jun 20Upcoming dividend of zł19.22 per shareEligible shareholders must have bought the stock before 27 June 2022. Payment date: 06 July 2022. Payout ratio and cash payout ratio are on the higher end at 94% and 93% respectively. Trailing yield: 6.3%. Lower than top quartile of Polish dividend payers (8.3%). Higher than average of industry peers (2.6%).
Major Estimate Revision • Jun 10Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from zł262.9m to zł230.0m. EPS estimate unchanged from zł20.02 per share at last update. Entertainment industry in Poland expected to see average net income growth of 13% next year. Consensus price target broadly unchanged at zł356. Share price rose 4.5% to zł326 over the past week.
Reported Earnings • Jun 01First quarter 2022 earnings: Revenues exceed analyst expectationsFirst quarter 2022 results: Revenue: zł52.7m (up 26% from 1Q 2021). Net income: zł40.3m (up 58% from 1Q 2021). Profit margin: 76% (up from 61% in 1Q 2021). The increase in margin was primarily driven by higher revenue. Revenue exceeded analyst estimates by 1.8%. Over the next year, revenue is forecast to grow 10%, compared to a 4.6% growth forecast for the industry in Poland.
分析記事 • May 15PlayWay's (WSE:PLW) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of PlayWay S.A. ( WSE:PLW ) has announced that it will be increasing its dividend by 51% on the 6th of July...
Reported Earnings • May 02Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: zł22.55 (down from zł30.30 in FY 2020). Revenue: zł234.1m (up 43% from FY 2020). Net income: zł127.1m (down 36% from FY 2020). Profit margin: 54% (down from 122% in FY 2020). The decrease in margin was primarily driven by lower expenses. Revenue exceeded analyst estimates by 14%. Earnings per share (EPS) also surpassed analyst estimates by 44%. Over the next year, revenue is forecast to grow 12%, compared to a 5.8% growth forecast for the industry in Poland. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Apr 27Price target decreased to zł355Down from zł457, the current price target is an average from 3 analysts. New target price is 40% above last closing price of zł253. Stock is down 46% over the past year. The company is forecast to post earnings per share of zł18.43 for next year compared to zł30.30 last year.
分析記事 • Apr 23Should You Investigate PlayWay S.A. (WSE:PLW) At zł248?PlayWay S.A. ( WSE:PLW ), is not the largest company out there, but it received a lot of attention from a substantial...
Price Target Changed • Mar 24Price target decreased to zł457Down from zł508, the current price target is an average from 2 analysts. New target price is 37% above last closing price of zł335. Stock is down 38% over the past year. The company is forecast to post earnings per share of zł19.04 for next year compared to zł30.30 last year.
Valuation Update With 7 Day Price Move • Mar 11Investor sentiment improved over the past weekAfter last week's 19% share price gain to zł349, the stock trades at a trailing P/E ratio of 18.7x. Average forward P/E is 13x in the Entertainment industry in Poland. Total returns to shareholders of 121% over the past three years.
Reported Earnings • Dec 02Third quarter 2021 earnings: EPS and revenues exceed analyst expectationsThird quarter 2021 results: EPS: zł6.49 (up from zł3.27 in 3Q 2020). Revenue: zł67.0m (up 104% from 3Q 2020). Net income: zł42.8m (up 98% from 3Q 2020). Profit margin: 64% (down from 66% in 3Q 2020). Revenue exceeded analyst estimates by 14%. Earnings per share (EPS) also surpassed analyst estimates by 44%. Earnings per share (EPS) surpassed analyst estimates by 44%. Over the next year, revenue is forecast to grow 50% compared to a 20% decline forecast for the industry in Poland. Over the last 3 years on average, earnings per share has increased by 43% per year whereas the company’s share price has increased by 44% per year.
分析記事 • Nov 30Is PlayWay S.A. (WSE:PLW) Trading At A 39% Discount?Today we will run through one way of estimating the intrinsic value of PlayWay S.A. ( WSE:PLW ) by taking the forecast...
Reported Earnings • Oct 01Second quarter 2021 earnings released: EPS zł3.87 (vs zł19.40 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł51.3m (down 20% from 2Q 2020). Net income: zł25.6m (down 80% from 2Q 2020). Profit margin: 50% (down from 199% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 45% per year, which means it is significantly lagging earnings growth.
分析記事 • Aug 12When Should You Buy PlayWay S.A. (WSE:PLW)?While PlayWay S.A. ( WSE:PLW ) might not be the most widely known stock at the moment, it received a lot of attention...
Upcoming Dividend • Jun 16Upcoming dividend of zł12.74 per shareEligible shareholders must have bought the stock before 22 June 2021. Payment date: 30 June 2021. Trailing yield: 2.6%. Lower than top quartile of Polish dividend payers (5.8%). In line with average of industry peers (2.4%).
Reported Earnings • Jun 03First quarter 2021 earnings released: EPS zł3.88 (vs zł3.21 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2021 results: Revenue: zł41.8m (up 33% from 1Q 2020). Net income: zł25.5m (up 21% from 1Q 2020). Profit margin: 61% (down from 67% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 53% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • May 21Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł481, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 26x in the Entertainment industry in Europe. Total returns to shareholders of 186% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł531 per share.
Valuation Update With 7 Day Price Move • Apr 27Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to zł473, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 30x in the Entertainment industry in Europe. Total returns to shareholders of 374% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł438 per share.
分析記事 • Feb 04Is PlayWay S.A. (WSE:PLW) Potentially Undervalued?PlayWay S.A. ( WSE:PLW ), might not be a large cap stock, but it led the WSE gainers with a relatively large price hike...
分析記事 • Dec 29What Is The Ownership Structure Like For PlayWay S.A. (WSE:PLW)?Every investor in PlayWay S.A. ( WSE:PLW ) should be aware of the most powerful shareholder groups. Insiders often own...
Is New 90 Day High Low • Dec 28New 90-day high: zł634The company is up 27% from its price of zł499 on 29 September 2020. The Polish market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Entertainment industry, which is down 29% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is zł409 per share.
Price Target Changed • Dec 11Price target raised to zł555Up from zł508, the current price target is an average from 3 analysts. The new target price is 7.4% below the current share price of zł600. As of last close, the stock is up 155% over the past year.
Reported Earnings • Dec 02Third quarter 2020 earnings released: EPS zł3.27The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: zł32.8m (down 2.0% from 3Q 2019). Net income: zł21.6m (down 18% from 3Q 2019). Profit margin: 66% (down from 78% in 3Q 2019). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has increased by 110% per year, which means it is tracking significantly ahead of earnings growth.
Is New 90 Day High Low • Nov 25New 90-day high: zł594The company is up 23% from its price of zł481 on 26 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 Entertainment industry, which is down 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is zł362 per share.
Major Estimate Revision • Nov 11Analysts increase EPS estimates to zł20.99The 2020 consensus revenue estimate increased from zł177.0m to zł193.9m. The earnings per share estimate also received an upgrade from zł14.27 to zł20.99 for the same period. Net income is expected to shrink by 29% next year compared to 11% growth forecast for the Entertainment industry in Poland . The consensus price target increased from zł508 to zł542. Share price stayed mostly flat at zł542 over the past week.
Is New 90 Day High Low • Oct 24New 90-day high: zł568The company is up 15% from its price of zł495 on 24 July 2020. The Polish market is down 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Entertainment industry, which is down 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is zł324 per share.
Reported Earnings • Oct 04First half earnings releasedOver the last 12 months the company has reported total profits of zł208.0m, up 362% from the prior year. Total revenue was zł164.1m over the last 12 months, up 91% from the prior year.