View ValuationBiogened 将来の成長Future 基準チェック /06現在、 Biogenedの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Pharmaceuticals 収益成長10.6%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesDeclared Dividend • Jun 05Dividend of zł0.50 announcedDividend of zł0.50 is the same as last year. Ex-date: 10th September 2026 Payment date: 16th November 2026 Dividend yield will be 2.7%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is well covered by both earnings (21% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 20% per year over the past 5 years and payments have been stable during that time. Earnings per share has grown by 29% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Jun 05Biogened S.A. announces Annual dividend, payable on November 16, 2026Biogened S.A. announced Annual dividend of PLN 0.5000 per share payable on November 16, 2026, ex-date on September 10, 2026 and record date on September 11, 2026.お知らせ • Jun 02Biogened S.A., Annual General Meeting, Jun 25, 2026Biogened S.A., Annual General Meeting, Jun 25, 2026, at 10:00 Central European Standard Time.Buy Or Sell Opportunity • Apr 20Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.6% to zł19.80. The fair value is estimated to be zł24.82, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 13%.New Risk • Apr 15New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Polish stocks, typically moving 14% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (14% average weekly change). Minor Risk Market cap is less than US$100m (zł60.9m market cap, or US$17.0m).Valuation Update With 7 Day Price Move • Apr 15Investor sentiment improves as stock rises 39%After last week's 39% share price gain to zł24.80, the stock trades at a trailing P/E ratio of 13.2x. Average trailing P/E is 22x in the Pharmaceuticals industry in Europe. Total returns to shareholders of 96% over the past three years.Reported Earnings • Feb 19Full year 2025 earnings released: EPS: zł1.88 (vs zł2.37 in FY 2024)Full year 2025 results: EPS: zł1.88 (down from zł2.37 in FY 2024). Revenue: zł114.0m (up 2.8% from FY 2024). Net income: zł4.62m (down 21% from FY 2024). Profit margin: 4.1% (down from 5.2% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 15% per year.Buy Or Sell Opportunity • Feb 19Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 10% to zł19.70. The fair value is estimated to be zł24.82, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 13%.お知らせ • Nov 12Biogened S.A. to Report Q3, 2025 Results on Nov 14, 2025Biogened S.A. announced that they will report Q3, 2025 results on Nov 14, 2025分析記事 • Sep 09Biogened (WSE:BGD) Will Pay A Dividend Of PLN0.50The board of Biogened S.A. ( WSE:BGD ) has announced that it will pay a dividend of PLN0.50 per share on the 17th of...Upcoming Dividend • Sep 04Upcoming dividend of zł0.50 per shareEligible shareholders must have bought the stock before 11 September 2025. Payment date: 17 November 2025. Payout ratio is a comfortable 25% but the company is paying out more than the cash it is generating. Trailing yield: 2.0%. Lower than top quartile of Polish dividend payers (7.3%). Lower than average of industry peers (2.8%).分析記事 • Aug 23Biogened's (WSE:BGD) Promising Earnings May Rest On Soft FoundationsBiogened S.A. ( WSE:BGD ) just reported some strong earnings, and the market reacted accordingly with a healthy uplift...New Risk • Aug 22New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 17% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (17% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risk Market cap is less than US$100m (zł59.4m market cap, or US$16.2m).分析記事 • Aug 15Market Participants Recognise Biogened S.A.'s (WSE:BGD) EarningsThere wouldn't be many who think Biogened S.A.'s ( WSE:BGD ) price-to-earnings (or "P/E") ratio of 14.4x is worth a...Valuation Update With 7 Day Price Move • Jul 22Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to zł25.20, the stock trades at a trailing P/E ratio of 13x. Average trailing P/E is 22x in the Pharmaceuticals industry in Europe. Total returns to shareholders of 105% over the past three years.分析記事 • Jul 11Biogened (WSE:BGD) Has A Pretty Healthy Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Valuation Update With 7 Day Price Move • Jul 07Investor sentiment improves as stock rises 32%After last week's 32% share price gain to zł32.00, the stock trades at a trailing P/E ratio of 16.4x. Average trailing P/E is 21x in the Pharmaceuticals industry in Europe. Total returns to shareholders of 173% over the past three years.Valuation Update With 7 Day Price Move • Jun 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to zł26.80, the stock trades at a trailing P/E ratio of 13.8x. Average trailing P/E is 22x in the Pharmaceuticals industry in Europe. Total returns to shareholders of 104% over the past three years.Declared Dividend • Jun 05Dividend of zł0.50 announcedDividend of zł0.50 is the same as last year. Ex-date: 11th September 2025 Payment date: 17th November 2025 Dividend yield will be 1.9%, which is lower than the industry average of 2.4%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 26% per year over the past 4 years and payments have been stable during that time. Earnings per share has grown by 27% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Jun 04Biogened S.A. announces Annual dividend, payable on November 17, 2025Biogened S.A. announced Annual dividend of PLN 0.5000 per share payable on November 17, 2025, ex-date on September 11, 2025 and record date on September 12, 2025.Reported Earnings • May 19First quarter 2025 earnings releasedFirst quarter 2025 results: Revenue: zł32.9m (up 11% from 1Q 2024). Net income: zł2.31m (up 10.0% from 1Q 2024). Profit margin: 7.0% (in line with 1Q 2024).分析記事 • May 01Investors Interested In Biogened S.A.'s (WSE:BGD) EarningsWith a price-to-earnings (or "P/E") ratio of 17.1x Biogened S.A. ( WSE:BGD ) may be sending bearish signals at the...Valuation Update With 7 Day Price Move • Apr 30Investor sentiment improves as stock rises 19%After last week's 19% share price gain to zł31.80, the stock trades at a trailing P/E ratio of 17.1x. Average trailing P/E is 22x in the Pharmaceuticals industry in Europe. Total returns to shareholders of 217% over the past three years.Reported Earnings • Feb 19Full year 2024 earnings released: EPS: zł1.86 (vs zł2.08 in FY 2023)Full year 2024 results: EPS: zł1.86 (down from zł2.08 in FY 2023). Revenue: zł110.9m (up 16% from FY 2023). Net income: zł4.57m (down 10% from FY 2023). Profit margin: 4.1% (down from 5.3% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 26% per year.Valuation Update With 7 Day Price Move • Feb 18Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to zł22.40, the stock trades at a trailing P/E ratio of 11.3x. Average trailing P/E is 23x in the Pharmaceuticals industry in Europe. Total returns to shareholders of 113% over the past three years.Valuation Update With 7 Day Price Move • Feb 01Investor sentiment improves as stock rises 19%After last week's 19% share price gain to zł31.00, the stock trades at a trailing P/E ratio of 15.6x. Average trailing P/E is 22x in the Pharmaceuticals industry in Europe. Total returns to shareholders of 206% over the past three years.分析記事 • Jan 20Investors Appear Satisfied With Biogened S.A.'s (WSE:BGD) Prospects As Shares Rocket 44%Biogened S.A. ( WSE:BGD ) shareholders would be excited to see that the share price has had a great month, posting a...Valuation Update With 7 Day Price Move • Jan 17Investor sentiment improves as stock rises 20%After last week's 20% share price gain to zł28.80, the stock trades at a trailing P/E ratio of 14.5x. Average trailing P/E is 20x in the Pharmaceuticals industry in Europe. Total returns to shareholders of 193% over the past three years.分析記事 • Dec 06Investors Give Biogened S.A. (WSE:BGD) Shares A 27% HidingThe Biogened S.A. ( WSE:BGD ) share price has fared very poorly over the last month, falling by a substantial 27...Valuation Update With 7 Day Price Move • Nov 28Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to zł19.40, the stock trades at a trailing P/E ratio of 9.8x. Average trailing P/E is 20x in the Pharmaceuticals industry in Europe. Total returns to shareholders of 137% over the past three years.Reported Earnings • Nov 19Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: zł21.4m (up 7.3% from 3Q 2023). Net income: zł104.5k (down 82% from 3Q 2023). Profit margin: 0.5% (down from 3.0% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Nov 16New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Polish stocks, typically moving 8.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.9% average weekly change). Minor Risks High level of debt (41% net debt to equity). Market cap is less than US$100m (zł55.0m market cap, or US$13.4m).分析記事 • Nov 06Biogened (WSE:BGD) Takes On Some Risk With Its Use Of DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Aug 28A Piece Of The Puzzle Missing From Biogened S.A.'s (WSE:BGD) 25% Share Price ClimbDespite an already strong run, Biogened S.A. ( WSE:BGD ) shares have been powering on, with a gain of 25% in the last...分析記事 • Aug 22Impressive Earnings May Not Tell The Whole Story For Biogened (WSE:BGD)Last week's profit announcement from Biogened S.A. ( WSE:BGD ) was underwhelming for investors, despite headline...Reported Earnings • Aug 18Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: zł30.7m (up 25% from 2Q 2023). Net income: zł1.63m (up 2.4% from 2Q 2023). Profit margin: 5.3% (down from 6.5% in 2Q 2023). The decrease in margin was driven by higher expenses.Valuation Update With 7 Day Price Move • Jun 05Investor sentiment improves as stock rises 15%After last week's 15% share price gain to zł20.60, the stock trades at a trailing P/E ratio of 11.4x. Average trailing P/E is 25x in the Pharmaceuticals industry in Europe. Total returns to shareholders of 75% over the past three years.お知らせ • Jun 05Biogened S.A., Annual General Meeting, Jun 28, 2024Biogened S.A., Annual General Meeting, Jun 28, 2024.分析記事 • May 23Investors Give Biogened S.A. (WSE:BGD) Shares A 37% HidingThe Biogened S.A. ( WSE:BGD ) share price has fared very poorly over the last month, falling by a substantial 37...Valuation Update With 7 Day Price Move • May 22Investor sentiment deteriorates as stock falls 30%After last week's 30% share price decline to zł16.20, the stock trades at a trailing P/E ratio of 9x. Average trailing P/E is 25x in the Pharmaceuticals industry in Europe. Total returns to shareholders of 59% over the past three years.Reported Earnings • May 19First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: zł29.6m (up 16% from 1Q 2023). Net income: zł2.10m (up 12% from 1Q 2023). Profit margin: 7.1% (down from 7.4% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.分析記事 • May 09Here's Why Biogened (WSE:BGD) Has A Meaningful Debt BurdenThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to zł30.40, the stock trades at a trailing P/E ratio of 17.8x. Average trailing P/E is 24x in the Pharmaceuticals industry in Europe. Total returns to shareholders of 178% over the past three years.分析記事 • Feb 21Biogened's (WSE:BGD) Promising Earnings May Rest On Soft FoundationsBiogened S.A. ( WSE:BGD ) announced strong profits, but the stock was stagnant. Our analysis suggests that shareholders...Reported Earnings • Feb 16Full year 2023 earnings released: EPS: zł1.71 (vs zł1.38 in FY 2022)Full year 2023 results: EPS: zł1.71 (up from zł1.38 in FY 2022). Revenue: zł95.6m (up 20% from FY 2022). Net income: zł4.20m (up 24% from FY 2022). Profit margin: 4.4% (up from 4.2% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 02+ 4 more updatesBiogened S.A. to Report Q3, 2024 Results on Nov 14, 2024Biogened S.A. announced that they will report Q3, 2024 results on Nov 14, 2024分析記事 • Feb 01Is Biogened (WSE:BGD) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Feb 01Biogened S.A. (WSE:BGD) Looks Just Right With A 37% Price JumpDespite an already strong run, Biogened S.A. ( WSE:BGD ) shares have been powering on, with a gain of 37% in the last...Valuation Update With 7 Day Price Move • Jan 31Investor sentiment improves as stock rises 25%After last week's 25% share price gain to zł24.60, the stock trades at a trailing P/E ratio of 16x. Average trailing P/E is 24x in the Pharmaceuticals industry in Europe. Total returns to shareholders of 144% over the past three years.Upcoming Dividend • Sep 05Upcoming dividend of zł0.40 per share at 2.6% yieldEligible shareholders must have bought the stock before 12 September 2023. Payment date: 17 November 2023. Payout ratio is a comfortable 28% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Polish dividend payers (7.6%). In line with average of industry peers (2.6%).Reported Earnings • Aug 16Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: zł24.5m (up 22% from 2Q 2022). Net income: zł1.59m (down 1.7% from 2Q 2022). Profit margin: 6.5% (down from 8.1% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jul 04Investor sentiment improves as stock rises 21%After last week's 21% share price gain to zł17.00, the stock trades at a trailing P/E ratio of 12.3x. Average trailing P/E is 20x in the Pharmaceuticals industry in Europe. Total returns to shareholders of 33% over the past three years.分析記事 • Jun 30We Think Biogened (WSE:BGD) Can Stay On Top Of Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...お知らせ • Jun 04Biogened S.A., Annual General Meeting, Jun 27, 2023Biogened S.A., Annual General Meeting, Jun 27, 2023, at 10:00 Central European Standard Time.Reported Earnings • May 21First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: zł25.5m (up 27% from 1Q 2022). Net income: zł1.88m (up 8.6% from 1Q 2022). Profit margin: 7.4% (down from 8.6% in 1Q 2022). The decrease in margin was driven by higher expenses.Reported Earnings • Feb 18Full year 2022 earnings released: EPS: zł1.55 (vs zł0.80 in FY 2021)Full year 2022 results: EPS: zł1.55 (up from zł0.80 in FY 2021). Revenue: zł79.6m (up 22% from FY 2021). Net income: zł3.80m (up 94% from FY 2021). Profit margin: 4.8% (up from 3.0% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 03+ 4 more updatesBiogened S.A. to Report Q3, 2023 Results on Nov 14, 2023Biogened S.A. announced that they will report Q3, 2023 results on Nov 14, 2023分析記事 • Oct 08Biogened (WSE:BGD) Seems To Use Debt Quite SensiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Upcoming Dividend • Sep 05Upcoming dividend of zł0.30 per shareEligible shareholders must have bought the stock before 12 September 2022. Payment date: 18 November 2022. Payout ratio is a comfortable 13% but the company is paying out more than the cash it is generating. Trailing yield: 1.3%. Lower than top quartile of Polish dividend payers (9.3%). Lower than average of industry peers (2.8%).Reported Earnings • Aug 16Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: zł20.1m (up 9.9% from 2Q 2021). Net income: zł1.62m (up 121% from 2Q 2021). Profit margin: 8.1% (up from 4.0% in 2Q 2021). The increase in margin was driven by higher revenue.分析記事 • Jun 29Is Biogened (WSE:BGD) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Valuation Update With 7 Day Price Move • Jun 28Investor sentiment improved over the past weekAfter last week's 24% share price gain to zł14.90, the stock trades at a trailing P/E ratio of 12.4x. Average trailing P/E is 19x in the Pharmaceuticals industry in Europe. Total returns to shareholders of 93% over the past three years.Valuation Update With 7 Day Price Move • Jun 03Investor sentiment improved over the past weekAfter last week's 15% share price gain to zł14.50, the stock trades at a trailing P/E ratio of 12x. Average trailing P/E is 19x in the Pharmaceuticals industry in Europe. Total returns to shareholders of 65% over the past three years.お知らせ • Jun 01Biogened S.A., Annual General Meeting, Jun 30, 2022Biogened S.A., Annual General Meeting, Jun 30, 2022, at 10:00 Central Europe Standard Time. Agenda: To election the Chairman of the General Meeting; To prepare and check the attendance list; To confirm that the General Meeting has been properly convened and is capable of adopting resolutions; To adopt resolution on waiving the secrecy of voting on the election of the Returning Committee; To elect the Returning Committee; To adopt agenda of the General Meeting; To adopt resolution on the approval of the Management Board's report on operations in the period from January 1, 2021 to December 31, 2021.Reported Earnings • May 19First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: zł20.0m (up 34% from 1Q 2021). Net income: zł1.73m (up 88% from 1Q 2021). Profit margin: 8.6% (up from 6.1% in 1Q 2021). The increase in margin was driven by higher revenue.分析記事 • Mar 25Does Biogened (WSE:BGD) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Feb 17Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: zł0.88 (up from zł0.51 in FY 2020). Revenue: zł65.3m (up 35% from FY 2020). Net income: zł2.15m (up 73% from FY 2020). Profit margin: 3.3% (up from 2.6% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 21% per year.お知らせ • Feb 02+ 4 more updatesBiogened S.A. to Report Q1, 2022 Results on May 13, 2022Biogened S.A. announced that they will report Q1, 2022 results on May 13, 2022Valuation Update With 7 Day Price Move • Jan 03Investor sentiment improved over the past weekAfter last week's 20% share price gain to zł9.60, the stock trades at a trailing P/E ratio of 14.6x. Average trailing P/E is 28x in the Pharmaceuticals industry in Europe. Total returns to shareholders of 6.6% over the past three years.分析記事 • Dec 09These 4 Measures Indicate That Biogened (WSE:BGD) Is Using Debt Reasonably WellSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Nov 15Third quarter 2021 earnings releasedThe company reported a mediocre third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: zł13.4m (up 34% from 3Q 2020). Net income: zł59.4k (down 81% from 3Q 2020). Profit margin: 0.4% (down from 3.1% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 03Upcoming dividend of zł0.20 per shareEligible shareholders must have bought the stock before 10 September 2021. Payment date: 18 November 2021. Trailing yield: 2.3%. Lower than top quartile of Polish dividend payers (5.8%). Lower than average of industry peers (2.6%).Reported Earnings • Aug 19Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł18.3m (up 30% from 2Q 2020). Net income: zł734.2k (up 210% from 2Q 2020). Profit margin: 4.0% (up from 1.7% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Aug 10Investor sentiment improved over the past weekAfter last week's 24% share price gain to zł8.65, the stock trades at a trailing P/E ratio of 15.5x. Average trailing P/E is 26x in the Pharmaceuticals industry in Europe. Total loss to shareholders of 34% over the past three years.分析記事 • Jul 29Biogened (WSE:BGD) Has A Somewhat Strained Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Valuation Update With 7 Day Price Move • Jul 23Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to zł9.70, the stock trades at a trailing P/E ratio of 17.3x. Average trailing P/E is 26x in the Pharmaceuticals industry in Europe. Total loss to shareholders of 34% over the past three years.分析記事 • Apr 30Biogened (WSE:BGD) Seems To Use Debt Quite SensiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Feb 14Full year 2020 earnings released: EPS zł0.56 (vs zł0.49 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: zł48.3m (up 3.6% from FY 2019). Net income: zł1.37m (up 13% from FY 2019). Profit margin: 2.8% (up from 2.6% in FY 2019). Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Is New 90 Day High Low • Feb 12New 90-day high: zł13.50The company is up 35% from its price of zł10.00 on 13 November 2020. The Polish market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Pharmaceuticals industry, which is down 1.0% over the same period.Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improved over the past weekAfter last week's 32% share price gain to zł13.50, the stock is trading at a trailing P/E ratio of 22.2x, up from the previous P/E ratio of 16.8x. This compares to an average P/E of 25x in the Pharmaceuticals industry in Europe. Total returns to shareholders over the past three years are 3.0%.お知らせ • Feb 02+ 1 more updateBiogened S.A. to Report Q1, 2021 Results on May 14, 2021Biogened S.A. announced that they will report Q1, 2021 results on May 14, 2021お知らせ • Feb 01+ 2 more updatesBiogened S.A. to Report Q3, 2021 Results on Nov 12, 2021Biogened S.A. announced that they will report Q3, 2021 results on Nov 12, 2021分析記事 • Jan 24Is Biogened (WSE:BGD) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of... このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Biogened は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測WSE:BGD - 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3/31/20261095311N/A12/31/20251135512N/A9/30/2025115625N/A6/30/2025113614N/A3/31/2025114648N/A12/31/20241116-14N/A9/30/20241075-15N/A6/30/20241065412N/A3/31/20241005311N/A12/31/2023965815N/A9/30/2023924717N/A6/30/2023904-29N/A3/31/2023854-36N/A12/31/2022803-36N/A9/30/2022774-5-1N/A6/30/202272402N/A3/31/202270348N/A12/31/202165223N/A9/30/202157237N/A6/30/202154247N/A3/31/202150167N/A12/31/202048179N/A9/30/202049269N/A6/30/202048158N/A3/31/202048127N/A12/31/2019471N/A6N/A9/30/2019451N/A5N/A6/30/2019441N/A4N/A3/31/2019411N/A3N/A12/31/2018401N/A4N/A9/30/2018391N/A6N/A6/30/2018391N/A4N/A3/31/2018361N/A6N/A12/31/2017341N/A6N/A9/30/2017301N/A3N/A6/30/2017311N/A4N/A3/31/2017291N/A0N/A12/31/2016291N/A-1N/A9/30/2016322N/A-4N/A6/30/2016312N/A-5N/A3/31/2016313N/A-4N/A12/31/2015303N/A0N/A9/30/2015302N/A1N/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: BGDの予測収益成長が 貯蓄率 ( 5.3% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: BGDの収益がPolish市場よりも速く成長す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高成長収益: BGDの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: BGDの収益がPolish市場よりも速く成長す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。高い収益成長: BGDの収益が年間20%よりも速く成長す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。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: BGD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7D1Y7D1Y7D1YPharmaceuticals-biotech 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2026/07/10 10:47終値2026/07/10 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表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このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Biogened 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。0
Declared Dividend • Jun 05Dividend of zł0.50 announcedDividend of zł0.50 is the same as last year. Ex-date: 10th September 2026 Payment date: 16th November 2026 Dividend yield will be 2.7%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is well covered by both earnings (21% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 20% per year over the past 5 years and payments have been stable during that time. Earnings per share has grown by 29% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 05Biogened S.A. announces Annual dividend, payable on November 16, 2026Biogened S.A. announced Annual dividend of PLN 0.5000 per share payable on November 16, 2026, ex-date on September 10, 2026 and record date on September 11, 2026.
お知らせ • Jun 02Biogened S.A., Annual General Meeting, Jun 25, 2026Biogened S.A., Annual General Meeting, Jun 25, 2026, at 10:00 Central European Standard Time.
Buy Or Sell Opportunity • Apr 20Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.6% to zł19.80. The fair value is estimated to be zł24.82, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 13%.
New Risk • Apr 15New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Polish stocks, typically moving 14% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (14% average weekly change). Minor Risk Market cap is less than US$100m (zł60.9m market cap, or US$17.0m).
Valuation Update With 7 Day Price Move • Apr 15Investor sentiment improves as stock rises 39%After last week's 39% share price gain to zł24.80, the stock trades at a trailing P/E ratio of 13.2x. Average trailing P/E is 22x in the Pharmaceuticals industry in Europe. Total returns to shareholders of 96% over the past three years.
Reported Earnings • Feb 19Full year 2025 earnings released: EPS: zł1.88 (vs zł2.37 in FY 2024)Full year 2025 results: EPS: zł1.88 (down from zł2.37 in FY 2024). Revenue: zł114.0m (up 2.8% from FY 2024). Net income: zł4.62m (down 21% from FY 2024). Profit margin: 4.1% (down from 5.2% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 15% per year.
Buy Or Sell Opportunity • Feb 19Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 10% to zł19.70. The fair value is estimated to be zł24.82, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 13%.
お知らせ • Nov 12Biogened S.A. to Report Q3, 2025 Results on Nov 14, 2025Biogened S.A. announced that they will report Q3, 2025 results on Nov 14, 2025
分析記事 • Sep 09Biogened (WSE:BGD) Will Pay A Dividend Of PLN0.50The board of Biogened S.A. ( WSE:BGD ) has announced that it will pay a dividend of PLN0.50 per share on the 17th of...
Upcoming Dividend • Sep 04Upcoming dividend of zł0.50 per shareEligible shareholders must have bought the stock before 11 September 2025. Payment date: 17 November 2025. Payout ratio is a comfortable 25% but the company is paying out more than the cash it is generating. Trailing yield: 2.0%. Lower than top quartile of Polish dividend payers (7.3%). Lower than average of industry peers (2.8%).
分析記事 • Aug 23Biogened's (WSE:BGD) Promising Earnings May Rest On Soft FoundationsBiogened S.A. ( WSE:BGD ) just reported some strong earnings, and the market reacted accordingly with a healthy uplift...
New Risk • Aug 22New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 17% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (17% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risk Market cap is less than US$100m (zł59.4m market cap, or US$16.2m).
分析記事 • Aug 15Market Participants Recognise Biogened S.A.'s (WSE:BGD) EarningsThere wouldn't be many who think Biogened S.A.'s ( WSE:BGD ) price-to-earnings (or "P/E") ratio of 14.4x is worth a...
Valuation Update With 7 Day Price Move • Jul 22Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to zł25.20, the stock trades at a trailing P/E ratio of 13x. Average trailing P/E is 22x in the Pharmaceuticals industry in Europe. Total returns to shareholders of 105% over the past three years.
分析記事 • Jul 11Biogened (WSE:BGD) Has A Pretty Healthy Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Valuation Update With 7 Day Price Move • Jul 07Investor sentiment improves as stock rises 32%After last week's 32% share price gain to zł32.00, the stock trades at a trailing P/E ratio of 16.4x. Average trailing P/E is 21x in the Pharmaceuticals industry in Europe. Total returns to shareholders of 173% over the past three years.
Valuation Update With 7 Day Price Move • Jun 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to zł26.80, the stock trades at a trailing P/E ratio of 13.8x. Average trailing P/E is 22x in the Pharmaceuticals industry in Europe. Total returns to shareholders of 104% over the past three years.
Declared Dividend • Jun 05Dividend of zł0.50 announcedDividend of zł0.50 is the same as last year. Ex-date: 11th September 2025 Payment date: 17th November 2025 Dividend yield will be 1.9%, which is lower than the industry average of 2.4%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 26% per year over the past 4 years and payments have been stable during that time. Earnings per share has grown by 27% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 04Biogened S.A. announces Annual dividend, payable on November 17, 2025Biogened S.A. announced Annual dividend of PLN 0.5000 per share payable on November 17, 2025, ex-date on September 11, 2025 and record date on September 12, 2025.
Reported Earnings • May 19First quarter 2025 earnings releasedFirst quarter 2025 results: Revenue: zł32.9m (up 11% from 1Q 2024). Net income: zł2.31m (up 10.0% from 1Q 2024). Profit margin: 7.0% (in line with 1Q 2024).
分析記事 • May 01Investors Interested In Biogened S.A.'s (WSE:BGD) EarningsWith a price-to-earnings (or "P/E") ratio of 17.1x Biogened S.A. ( WSE:BGD ) may be sending bearish signals at the...
Valuation Update With 7 Day Price Move • Apr 30Investor sentiment improves as stock rises 19%After last week's 19% share price gain to zł31.80, the stock trades at a trailing P/E ratio of 17.1x. Average trailing P/E is 22x in the Pharmaceuticals industry in Europe. Total returns to shareholders of 217% over the past three years.
Reported Earnings • Feb 19Full year 2024 earnings released: EPS: zł1.86 (vs zł2.08 in FY 2023)Full year 2024 results: EPS: zł1.86 (down from zł2.08 in FY 2023). Revenue: zł110.9m (up 16% from FY 2023). Net income: zł4.57m (down 10% from FY 2023). Profit margin: 4.1% (down from 5.3% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 26% per year.
Valuation Update With 7 Day Price Move • Feb 18Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to zł22.40, the stock trades at a trailing P/E ratio of 11.3x. Average trailing P/E is 23x in the Pharmaceuticals industry in Europe. Total returns to shareholders of 113% over the past three years.
Valuation Update With 7 Day Price Move • Feb 01Investor sentiment improves as stock rises 19%After last week's 19% share price gain to zł31.00, the stock trades at a trailing P/E ratio of 15.6x. Average trailing P/E is 22x in the Pharmaceuticals industry in Europe. Total returns to shareholders of 206% over the past three years.
分析記事 • Jan 20Investors Appear Satisfied With Biogened S.A.'s (WSE:BGD) Prospects As Shares Rocket 44%Biogened S.A. ( WSE:BGD ) shareholders would be excited to see that the share price has had a great month, posting a...
Valuation Update With 7 Day Price Move • Jan 17Investor sentiment improves as stock rises 20%After last week's 20% share price gain to zł28.80, the stock trades at a trailing P/E ratio of 14.5x. Average trailing P/E is 20x in the Pharmaceuticals industry in Europe. Total returns to shareholders of 193% over the past three years.
分析記事 • Dec 06Investors Give Biogened S.A. (WSE:BGD) Shares A 27% HidingThe Biogened S.A. ( WSE:BGD ) share price has fared very poorly over the last month, falling by a substantial 27...
Valuation Update With 7 Day Price Move • Nov 28Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to zł19.40, the stock trades at a trailing P/E ratio of 9.8x. Average trailing P/E is 20x in the Pharmaceuticals industry in Europe. Total returns to shareholders of 137% over the past three years.
Reported Earnings • Nov 19Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: zł21.4m (up 7.3% from 3Q 2023). Net income: zł104.5k (down 82% from 3Q 2023). Profit margin: 0.5% (down from 3.0% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Nov 16New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Polish stocks, typically moving 8.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.9% average weekly change). Minor Risks High level of debt (41% net debt to equity). Market cap is less than US$100m (zł55.0m market cap, or US$13.4m).
分析記事 • Nov 06Biogened (WSE:BGD) Takes On Some Risk With Its Use Of DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Aug 28A Piece Of The Puzzle Missing From Biogened S.A.'s (WSE:BGD) 25% Share Price ClimbDespite an already strong run, Biogened S.A. ( WSE:BGD ) shares have been powering on, with a gain of 25% in the last...
分析記事 • Aug 22Impressive Earnings May Not Tell The Whole Story For Biogened (WSE:BGD)Last week's profit announcement from Biogened S.A. ( WSE:BGD ) was underwhelming for investors, despite headline...
Reported Earnings • Aug 18Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: zł30.7m (up 25% from 2Q 2023). Net income: zł1.63m (up 2.4% from 2Q 2023). Profit margin: 5.3% (down from 6.5% in 2Q 2023). The decrease in margin was driven by higher expenses.
Valuation Update With 7 Day Price Move • Jun 05Investor sentiment improves as stock rises 15%After last week's 15% share price gain to zł20.60, the stock trades at a trailing P/E ratio of 11.4x. Average trailing P/E is 25x in the Pharmaceuticals industry in Europe. Total returns to shareholders of 75% over the past three years.
お知らせ • Jun 05Biogened S.A., Annual General Meeting, Jun 28, 2024Biogened S.A., Annual General Meeting, Jun 28, 2024.
分析記事 • May 23Investors Give Biogened S.A. (WSE:BGD) Shares A 37% HidingThe Biogened S.A. ( WSE:BGD ) share price has fared very poorly over the last month, falling by a substantial 37...
Valuation Update With 7 Day Price Move • May 22Investor sentiment deteriorates as stock falls 30%After last week's 30% share price decline to zł16.20, the stock trades at a trailing P/E ratio of 9x. Average trailing P/E is 25x in the Pharmaceuticals industry in Europe. Total returns to shareholders of 59% over the past three years.
Reported Earnings • May 19First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: zł29.6m (up 16% from 1Q 2023). Net income: zł2.10m (up 12% from 1Q 2023). Profit margin: 7.1% (down from 7.4% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
分析記事 • May 09Here's Why Biogened (WSE:BGD) Has A Meaningful Debt BurdenThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to zł30.40, the stock trades at a trailing P/E ratio of 17.8x. Average trailing P/E is 24x in the Pharmaceuticals industry in Europe. Total returns to shareholders of 178% over the past three years.
分析記事 • Feb 21Biogened's (WSE:BGD) Promising Earnings May Rest On Soft FoundationsBiogened S.A. ( WSE:BGD ) announced strong profits, but the stock was stagnant. Our analysis suggests that shareholders...
Reported Earnings • Feb 16Full year 2023 earnings released: EPS: zł1.71 (vs zł1.38 in FY 2022)Full year 2023 results: EPS: zł1.71 (up from zł1.38 in FY 2022). Revenue: zł95.6m (up 20% from FY 2022). Net income: zł4.20m (up 24% from FY 2022). Profit margin: 4.4% (up from 4.2% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 02+ 4 more updatesBiogened S.A. to Report Q3, 2024 Results on Nov 14, 2024Biogened S.A. announced that they will report Q3, 2024 results on Nov 14, 2024
分析記事 • Feb 01Is Biogened (WSE:BGD) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Feb 01Biogened S.A. (WSE:BGD) Looks Just Right With A 37% Price JumpDespite an already strong run, Biogened S.A. ( WSE:BGD ) shares have been powering on, with a gain of 37% in the last...
Valuation Update With 7 Day Price Move • Jan 31Investor sentiment improves as stock rises 25%After last week's 25% share price gain to zł24.60, the stock trades at a trailing P/E ratio of 16x. Average trailing P/E is 24x in the Pharmaceuticals industry in Europe. Total returns to shareholders of 144% over the past three years.
Upcoming Dividend • Sep 05Upcoming dividend of zł0.40 per share at 2.6% yieldEligible shareholders must have bought the stock before 12 September 2023. Payment date: 17 November 2023. Payout ratio is a comfortable 28% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Polish dividend payers (7.6%). In line with average of industry peers (2.6%).
Reported Earnings • Aug 16Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: zł24.5m (up 22% from 2Q 2022). Net income: zł1.59m (down 1.7% from 2Q 2022). Profit margin: 6.5% (down from 8.1% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jul 04Investor sentiment improves as stock rises 21%After last week's 21% share price gain to zł17.00, the stock trades at a trailing P/E ratio of 12.3x. Average trailing P/E is 20x in the Pharmaceuticals industry in Europe. Total returns to shareholders of 33% over the past three years.
分析記事 • Jun 30We Think Biogened (WSE:BGD) Can Stay On Top Of Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
お知らせ • Jun 04Biogened S.A., Annual General Meeting, Jun 27, 2023Biogened S.A., Annual General Meeting, Jun 27, 2023, at 10:00 Central European Standard Time.
Reported Earnings • May 21First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: zł25.5m (up 27% from 1Q 2022). Net income: zł1.88m (up 8.6% from 1Q 2022). Profit margin: 7.4% (down from 8.6% in 1Q 2022). The decrease in margin was driven by higher expenses.
Reported Earnings • Feb 18Full year 2022 earnings released: EPS: zł1.55 (vs zł0.80 in FY 2021)Full year 2022 results: EPS: zł1.55 (up from zł0.80 in FY 2021). Revenue: zł79.6m (up 22% from FY 2021). Net income: zł3.80m (up 94% from FY 2021). Profit margin: 4.8% (up from 3.0% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 03+ 4 more updatesBiogened S.A. to Report Q3, 2023 Results on Nov 14, 2023Biogened S.A. announced that they will report Q3, 2023 results on Nov 14, 2023
分析記事 • Oct 08Biogened (WSE:BGD) Seems To Use Debt Quite SensiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Upcoming Dividend • Sep 05Upcoming dividend of zł0.30 per shareEligible shareholders must have bought the stock before 12 September 2022. Payment date: 18 November 2022. Payout ratio is a comfortable 13% but the company is paying out more than the cash it is generating. Trailing yield: 1.3%. Lower than top quartile of Polish dividend payers (9.3%). Lower than average of industry peers (2.8%).
Reported Earnings • Aug 16Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: zł20.1m (up 9.9% from 2Q 2021). Net income: zł1.62m (up 121% from 2Q 2021). Profit margin: 8.1% (up from 4.0% in 2Q 2021). The increase in margin was driven by higher revenue.
分析記事 • Jun 29Is Biogened (WSE:BGD) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Valuation Update With 7 Day Price Move • Jun 28Investor sentiment improved over the past weekAfter last week's 24% share price gain to zł14.90, the stock trades at a trailing P/E ratio of 12.4x. Average trailing P/E is 19x in the Pharmaceuticals industry in Europe. Total returns to shareholders of 93% over the past three years.
Valuation Update With 7 Day Price Move • Jun 03Investor sentiment improved over the past weekAfter last week's 15% share price gain to zł14.50, the stock trades at a trailing P/E ratio of 12x. Average trailing P/E is 19x in the Pharmaceuticals industry in Europe. Total returns to shareholders of 65% over the past three years.
お知らせ • Jun 01Biogened S.A., Annual General Meeting, Jun 30, 2022Biogened S.A., Annual General Meeting, Jun 30, 2022, at 10:00 Central Europe Standard Time. Agenda: To election the Chairman of the General Meeting; To prepare and check the attendance list; To confirm that the General Meeting has been properly convened and is capable of adopting resolutions; To adopt resolution on waiving the secrecy of voting on the election of the Returning Committee; To elect the Returning Committee; To adopt agenda of the General Meeting; To adopt resolution on the approval of the Management Board's report on operations in the period from January 1, 2021 to December 31, 2021.
Reported Earnings • May 19First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: zł20.0m (up 34% from 1Q 2021). Net income: zł1.73m (up 88% from 1Q 2021). Profit margin: 8.6% (up from 6.1% in 1Q 2021). The increase in margin was driven by higher revenue.
分析記事 • Mar 25Does Biogened (WSE:BGD) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Feb 17Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: zł0.88 (up from zł0.51 in FY 2020). Revenue: zł65.3m (up 35% from FY 2020). Net income: zł2.15m (up 73% from FY 2020). Profit margin: 3.3% (up from 2.6% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 21% per year.
お知らせ • Feb 02+ 4 more updatesBiogened S.A. to Report Q1, 2022 Results on May 13, 2022Biogened S.A. announced that they will report Q1, 2022 results on May 13, 2022
Valuation Update With 7 Day Price Move • Jan 03Investor sentiment improved over the past weekAfter last week's 20% share price gain to zł9.60, the stock trades at a trailing P/E ratio of 14.6x. Average trailing P/E is 28x in the Pharmaceuticals industry in Europe. Total returns to shareholders of 6.6% over the past three years.
分析記事 • Dec 09These 4 Measures Indicate That Biogened (WSE:BGD) Is Using Debt Reasonably WellSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Nov 15Third quarter 2021 earnings releasedThe company reported a mediocre third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: zł13.4m (up 34% from 3Q 2020). Net income: zł59.4k (down 81% from 3Q 2020). Profit margin: 0.4% (down from 3.1% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 03Upcoming dividend of zł0.20 per shareEligible shareholders must have bought the stock before 10 September 2021. Payment date: 18 November 2021. Trailing yield: 2.3%. Lower than top quartile of Polish dividend payers (5.8%). Lower than average of industry peers (2.6%).
Reported Earnings • Aug 19Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł18.3m (up 30% from 2Q 2020). Net income: zł734.2k (up 210% from 2Q 2020). Profit margin: 4.0% (up from 1.7% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Aug 10Investor sentiment improved over the past weekAfter last week's 24% share price gain to zł8.65, the stock trades at a trailing P/E ratio of 15.5x. Average trailing P/E is 26x in the Pharmaceuticals industry in Europe. Total loss to shareholders of 34% over the past three years.
分析記事 • Jul 29Biogened (WSE:BGD) Has A Somewhat Strained Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Valuation Update With 7 Day Price Move • Jul 23Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to zł9.70, the stock trades at a trailing P/E ratio of 17.3x. Average trailing P/E is 26x in the Pharmaceuticals industry in Europe. Total loss to shareholders of 34% over the past three years.
分析記事 • Apr 30Biogened (WSE:BGD) Seems To Use Debt Quite SensiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Feb 14Full year 2020 earnings released: EPS zł0.56 (vs zł0.49 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: zł48.3m (up 3.6% from FY 2019). Net income: zł1.37m (up 13% from FY 2019). Profit margin: 2.8% (up from 2.6% in FY 2019). Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Is New 90 Day High Low • Feb 12New 90-day high: zł13.50The company is up 35% from its price of zł10.00 on 13 November 2020. The Polish market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Pharmaceuticals industry, which is down 1.0% over the same period.
Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improved over the past weekAfter last week's 32% share price gain to zł13.50, the stock is trading at a trailing P/E ratio of 22.2x, up from the previous P/E ratio of 16.8x. This compares to an average P/E of 25x in the Pharmaceuticals industry in Europe. Total returns to shareholders over the past three years are 3.0%.
お知らせ • Feb 02+ 1 more updateBiogened S.A. to Report Q1, 2021 Results on May 14, 2021Biogened S.A. announced that they will report Q1, 2021 results on May 14, 2021
お知らせ • Feb 01+ 2 more updatesBiogened S.A. to Report Q3, 2021 Results on Nov 12, 2021Biogened S.A. announced that they will report Q3, 2021 results on Nov 12, 2021
分析記事 • Jan 24Is Biogened (WSE:BGD) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...