View Future GrowthDadelo 過去の業績過去 基準チェック /36Dadeloは、平均年間34.6%の収益成長を遂げていますが、 Specialty Retail業界の収益は、年間 成長しています。収益は、平均年間16.6% 39%収益成長率で 成長しています。 Dadeloの自己資本利益率は13.7%であり、純利益率は4%です。主要情報34.56%収益成長率34.28%EPS成長率Specialty Retail 業界の成長23.90%収益成長率39.00%株主資本利益率13.72%ネット・マージン4.04%次回の業績アップデート18 Aug 2026最近の業績更新Reported Earnings • 2hFirst quarter 2026 earnings released: EPS: zł0.71 (vs zł0.29 in 1Q 2025)First quarter 2026 results: EPS: zł0.71 (up from zł0.29 in 1Q 2025). Revenue: zł143.3m (up 73% from 1Q 2025). Net income: zł8.34m (up 147% from 1Q 2025). Profit margin: 5.8% (up from 4.1% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 68% per year whereas the company’s share price has increased by 70% per year.Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: zł0.82 (vs zł0.27 in 3Q 2024)Third quarter 2025 results: EPS: zł0.82 (up from zł0.27 in 3Q 2024). Revenue: zł134.6m (up 69% from 3Q 2024). Net income: zł9.50m (up 201% from 3Q 2024). Profit margin: 7.1% (up from 4.0% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 77% per year whereas the company’s share price has increased by 81% per year.お知らせ • Nov 10Dadelo S.A. to Report Q3, 2025 Results on Nov 12, 2025Dadelo S.A. announced that they will report Q3, 2025 results on Nov 12, 2025Reported Earnings • Aug 18Second quarter 2025 earnings released: EPS: zł1.17 (vs zł0.90 in 2Q 2024)Second quarter 2025 results: EPS: zł1.17 (up from zł0.90 in 2Q 2024). Revenue: zł159.9m (up 52% from 2Q 2024). Net income: zł13.6m (up 30% from 2Q 2024). Profit margin: 8.5% (down from 10.0% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 64% per year whereas the company’s share price has increased by 63% per year.分析記事 • May 29Additional Considerations Required While Assessing Dadelo's (WSE:DAD) Strong EarningsDespite posting some strong earnings, the market for Dadelo S.A.'s ( WSE:DAD ) stock hasn't moved much. We did some...Reported Earnings • May 23First quarter 2025 earnings released: EPS: zł0.29 (vs zł0.17 in 1Q 2024)First quarter 2025 results: EPS: zł0.29 (up from zł0.17 in 1Q 2024). Revenue: zł83.1m (up 53% from 1Q 2024). Net income: zł3.37m (up 74% from 1Q 2024). Profit margin: 4.1% (up from 3.6% in 1Q 2024). The increase in margin was driven by higher revenue. 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 40% per year, which means it is significantly lagging earnings growth.すべての更新を表示Recent updatesReported Earnings • 2hFirst quarter 2026 earnings released: EPS: zł0.71 (vs zł0.29 in 1Q 2025)First quarter 2026 results: EPS: zł0.71 (up from zł0.29 in 1Q 2025). Revenue: zł143.3m (up 73% from 1Q 2025). Net income: zł8.34m (up 147% from 1Q 2025). Profit margin: 5.8% (up from 4.1% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 68% per year whereas the company’s share price has increased by 70% per year.お知らせ • Apr 17Dadelo S.A., Annual General Meeting, May 12, 2026Dadelo S.A., Annual General Meeting, May 12, 2026, at 12:00 Central European Standard Time.分析記事 • Jan 17Dadelo S.A.'s (WSE:DAD) P/E Is Still On The Mark Following 27% Share Price BounceDadelo S.A. ( WSE:DAD ) shareholders would be excited to see that the share price has had a great month, posting a 27...Valuation Update With 7 Day Price Move • Jan 16Investor sentiment improves as stock rises 20%After last week's 20% share price gain to zł76.40, the stock trades at a trailing P/E ratio of 39.8x. Average trailing P/E is 14x in the Specialty Retail industry in Poland. Total returns to shareholders of 573% over the past three years.Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: zł0.82 (vs zł0.27 in 3Q 2024)Third quarter 2025 results: EPS: zł0.82 (up from zł0.27 in 3Q 2024). Revenue: zł134.6m (up 69% from 3Q 2024). Net income: zł9.50m (up 201% from 3Q 2024). Profit margin: 7.1% (up from 4.0% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 77% per year whereas the company’s share price has increased by 81% per year.お知らせ • Nov 10Dadelo S.A. to Report Q3, 2025 Results on Nov 12, 2025Dadelo S.A. announced that they will report Q3, 2025 results on Nov 12, 2025分析記事 • Oct 04These 4 Measures Indicate That Dadelo (WSE:DAD) Is Using Debt Reasonably WellHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Sep 13Why Investors Shouldn't Be Surprised By Dadelo S.A.'s (WSE:DAD) 27% Share Price SurgeDespite an already strong run, Dadelo S.A. ( WSE:DAD ) shares have been powering on, with a gain of 27% in the last...Valuation Update With 7 Day Price Move • Sep 04Investor sentiment improves as stock rises 25%After last week's 25% share price gain to zł62.60, the stock trades at a trailing P/E ratio of 40x. Average trailing P/E is 13x in the Specialty Retail industry in Poland. Total returns to shareholders of 514% over the past three years.New Risk • Aug 25New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. 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 (currently running at an operating cash loss). High level of non-cash earnings (63% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (7.8% average weekly change).Reported Earnings • Aug 18Second quarter 2025 earnings released: EPS: zł1.17 (vs zł0.90 in 2Q 2024)Second quarter 2025 results: EPS: zł1.17 (up from zł0.90 in 2Q 2024). Revenue: zł159.9m (up 52% from 2Q 2024). Net income: zł13.6m (up 30% from 2Q 2024). Profit margin: 8.5% (down from 10.0% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 64% per year whereas the company’s share price has increased by 63% per year.Valuation Update With 7 Day Price Move • Jul 03Investor sentiment improves as stock rises 18%After last week's 18% share price gain to zł46.80, the stock trades at a trailing P/E ratio of 42.1x. Average trailing P/E is 13x in the Specialty Retail industry in Poland. Total returns to shareholders of 274% over the past three years.New Risk • Jun 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Polish stocks, typically moving 7.5% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (59% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (7.5% average weekly change).Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improves as stock rises 19%After last week's 19% share price gain to zł39.60, the stock trades at a trailing P/E ratio of 35.7x. Average trailing P/E is 12x in the Specialty Retail industry in Poland. Total returns to shareholders of 277% over the past three years.New Risk • Jun 02New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. 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 (currently running at an operating cash loss). High level of non-cash earnings (59% accrual ratio).分析記事 • May 29Additional Considerations Required While Assessing Dadelo's (WSE:DAD) Strong EarningsDespite posting some strong earnings, the market for Dadelo S.A.'s ( WSE:DAD ) stock hasn't moved much. We did some...Reported Earnings • May 23First quarter 2025 earnings released: EPS: zł0.29 (vs zł0.17 in 1Q 2024)First quarter 2025 results: EPS: zł0.29 (up from zł0.17 in 1Q 2024). Revenue: zł83.1m (up 53% from 1Q 2024). Net income: zł3.37m (up 74% from 1Q 2024). Profit margin: 4.1% (up from 3.6% in 1Q 2024). The increase in margin was driven by higher revenue. 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 40% per year, which means it is significantly lagging earnings growth.分析記事 • Apr 25Dadelo S.A.'s (WSE:DAD) Subdued P/S Might Signal An OpportunityIt's not a stretch to say that Dadelo S.A.'s ( WSE:DAD ) price-to-sales (or "P/S") ratio of 1.2x right now seems quite...お知らせ • Apr 18Dadelo S.A., Annual General Meeting, May 14, 2025Dadelo S.A., Annual General Meeting, May 14, 2025.New Risk • Mar 30New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Market cap is less than US$100m (zł273.2m market cap, or US$70.7m).分析記事 • Aug 28The Return Trends At Dadelo (WSE:DAD) Look PromisingDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...分析記事 • Jul 22Dadelo S.A.'s (WSE:DAD) P/S Is Still On The Mark Following 27% Share Price BounceDadelo S.A. ( WSE:DAD ) shares have continued their recent momentum with a 27% gain in the last month alone. The last...New Risk • May 26New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2023. 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 2023 fiscal period end). Profit margins are more than 30% lower than last year (1.4% net profit margin). Market cap is less than US$100m (zł221.8m market cap, or US$56.6m).分析記事 • May 25Dadelo (WSE:DAD) Shareholders Will Want The ROCE Trajectory To ContinueIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...お知らせ • May 21Dadelo S.A., Annual General Meeting, Jun 13, 2024Dadelo S.A., Annual General Meeting, Jun 13, 2024.お知らせ • Jan 19+ 3 more updatesDadelo S.A. to Report Q3, 2024 Results on Nov 07, 2024Dadelo S.A. announced that they will report Q3, 2024 results on Nov 07, 2024分析記事 • Dec 15There's Been No Shortage Of Growth Recently For Dadelo's (WSE:DAD) Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...Reported Earnings • Nov 10Third quarter 2023 earnings released: EPS: zł0.066 (vs zł0.15 in 3Q 2022)Third quarter 2023 results: EPS: zł0.066 (down from zł0.15 in 3Q 2022). Revenue: zł57.8m (up 70% from 3Q 2022). Net income: zł792.0k (down 56% from 3Q 2022). Profit margin: 1.4% (down from 5.2% in 3Q 2022). The decrease in margin was driven by higher expenses.Reported Earnings • Aug 21Second quarter 2023 earnings released: EPS: zł0.22 (vs zł0.18 in 2Q 2022)Second quarter 2023 results: EPS: zł0.22 (up from zł0.18 in 2Q 2022). Revenue: zł70.4m (up 70% from 2Q 2022). Net income: zł2.68m (up 31% from 2Q 2022). Profit margin: 3.8% (down from 4.9% in 2Q 2022). The decrease in margin was driven by higher expenses.分析記事 • Jul 26Dadelo (WSE:DAD) Is Doing The Right Things To Multiply Its Share PriceIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...Valuation Update With 7 Day Price Move • May 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to zł14.65, the stock trades at a trailing P/E ratio of 43.4x. Average trailing P/E is 14x in the Specialty Retail industry in Poland. Total returns to shareholders of 27% over the past year.分析記事 • Apr 12We Like These Underlying Return On Capital Trends At Dadelo (WSE:DAD)To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...Valuation Update With 7 Day Price Move • Apr 11Investor sentiment improves as stock rises 18%After last week's 18% share price gain to zł12.65, the stock trades at a trailing P/E ratio of 39.3x. Average trailing P/E is 12x in the Specialty Retail industry in Poland. Total loss to shareholders of 2.5% over the past year.お知らせ • Jan 20+ 2 more updatesDadelo S.A. to Report Q1, 2023 Results on May 17, 2023Dadelo S.A. announced that they will report Q1, 2023 results on May 17, 2023分析記事 • Jan 05Dadelo (WSE:DAD) Is Experiencing Growth In Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...Valuation Update With 7 Day Price Move • Oct 07Investor sentiment improved over the past weekAfter last week's 15% share price gain to zł9.90, the stock trades at a trailing P/E ratio of 31.9x. Average trailing P/E is 24x in the Online Retail industry in Poland. Total loss to shareholders of 47% over the past year.分析記事 • Sep 22Dadelo (WSE:DAD) Shareholders Will Want The ROCE Trajectory To ContinueDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...Valuation Update With 7 Day Price Move • Sep 21Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to zł8.66, the stock trades at a trailing P/E ratio of 27.9x. Average trailing P/E is 23x in the Online Retail industry in Poland. Total loss to shareholders of 55% over the past year.Reported Earnings • May 30First quarter 2022 earnings released: EPS: zł0.01 (vs zł0.071 in 1Q 2021)First quarter 2022 results: EPS: zł0.01 (down from zł0.071 in 1Q 2021). Revenue: zł19.4m (up 49% from 1Q 2021). Net income: zł73.0k (down 91% from 1Q 2021). Profit margin: 0.4% (down from 6.2% in 1Q 2021). The decrease in margin was driven by higher expenses.分析記事 • Feb 27Market Participants Recognise Dadelo S.A.'s (WSE:DAD) EarningsWhen close to half the companies in Poland have price-to-earnings ratios (or "P/E's") below 10x, you may consider...Valuation Update With 7 Day Price Move • Feb 25Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to zł13.40, the stock trades at a trailing P/E ratio of 25.2x. Average trailing P/E is 25x in the Online Retail industry in Poland.Valuation Update With 7 Day Price Move • Jan 04Investor sentiment improved over the past weekAfter last week's 22% share price gain to zł16.60, the stock trades at a trailing P/E ratio of 31x. Average trailing P/E is 27x in the Online Retail industry in Poland.分析記事 • Aug 31We Think That There Are Issues Underlying Dadelo's (WSE:DAD) EarningsDespite posting some strong earnings, the market for Dadelo S.A.'s ( WSE:DAD ) stock hasn't moved much. We did some...Reported Earnings • May 29First quarter 2021 earnings releasedThe company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: zł13.0m (up 42% from 1Q 2020). Net income: zł810.0k (up zł894.0k from 1Q 2020). Profit margin: 6.2% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue.お知らせ • Mar 19+ 3 more updatesDadelo S.A. to Report Q3, 2021 Results on Nov 15, 2021Dadelo S.A. announced that they will report Q3, 2021 results on Nov 15, 2021収支内訳Dadelo の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史WSE:DAD 収益、費用、利益 ( )PLN Millions日付収益収益G+A経費研究開発費31 Mar 2650420116031 Dec 2544415115030 Sep 2541922101030 Jun 253641890031 Mar 253091380031 Dec 242811273030 Sep 242721367030 Jun 24250963031 Mar 24215356031 Dec 23189051030 Sep 23179248030 Jun 23156341031 Mar 23127334031 Dec 22117431030 Sep 22112429030 Jun 22100426031 Mar 2289522031 Dec 2183620030 Sep 2178715030 Jun 2175714031 Mar 2168614031 Dec 2065513030 Sep 2060413030 Jun 2051312031 Mar 203509031 Dec 193308031 Dec 1829-210031 Dec 1731-2100質の高い収益: DAD 非現金収入 のレベルが高いです。利益率の向上: DADの現在の純利益率 (4%)は、昨年(4.2%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: DADの収益は過去 5 年間で年間34.6%増加しました。成長の加速: DADの過去 1 年間の収益成長率 ( 57.2% ) は、5 年間の平均 ( 年間34.6%を上回っています。収益対業界: DADの過去 1 年間の収益成長率 ( 57.2% ) はSpecialty Retail業界5.2%を上回りました。株主資本利益率高いROE: DADの 自己資本利益率 ( 13.7% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YRetail 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/24 03:54終値2026/05/22 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Dadelo 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
Reported Earnings • 2hFirst quarter 2026 earnings released: EPS: zł0.71 (vs zł0.29 in 1Q 2025)First quarter 2026 results: EPS: zł0.71 (up from zł0.29 in 1Q 2025). Revenue: zł143.3m (up 73% from 1Q 2025). Net income: zł8.34m (up 147% from 1Q 2025). Profit margin: 5.8% (up from 4.1% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 68% per year whereas the company’s share price has increased by 70% per year.
Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: zł0.82 (vs zł0.27 in 3Q 2024)Third quarter 2025 results: EPS: zł0.82 (up from zł0.27 in 3Q 2024). Revenue: zł134.6m (up 69% from 3Q 2024). Net income: zł9.50m (up 201% from 3Q 2024). Profit margin: 7.1% (up from 4.0% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 77% per year whereas the company’s share price has increased by 81% per year.
お知らせ • Nov 10Dadelo S.A. to Report Q3, 2025 Results on Nov 12, 2025Dadelo S.A. announced that they will report Q3, 2025 results on Nov 12, 2025
Reported Earnings • Aug 18Second quarter 2025 earnings released: EPS: zł1.17 (vs zł0.90 in 2Q 2024)Second quarter 2025 results: EPS: zł1.17 (up from zł0.90 in 2Q 2024). Revenue: zł159.9m (up 52% from 2Q 2024). Net income: zł13.6m (up 30% from 2Q 2024). Profit margin: 8.5% (down from 10.0% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 64% per year whereas the company’s share price has increased by 63% per year.
分析記事 • May 29Additional Considerations Required While Assessing Dadelo's (WSE:DAD) Strong EarningsDespite posting some strong earnings, the market for Dadelo S.A.'s ( WSE:DAD ) stock hasn't moved much. We did some...
Reported Earnings • May 23First quarter 2025 earnings released: EPS: zł0.29 (vs zł0.17 in 1Q 2024)First quarter 2025 results: EPS: zł0.29 (up from zł0.17 in 1Q 2024). Revenue: zł83.1m (up 53% from 1Q 2024). Net income: zł3.37m (up 74% from 1Q 2024). Profit margin: 4.1% (up from 3.6% in 1Q 2024). The increase in margin was driven by higher revenue. 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 40% per year, which means it is significantly lagging earnings growth.
Reported Earnings • 2hFirst quarter 2026 earnings released: EPS: zł0.71 (vs zł0.29 in 1Q 2025)First quarter 2026 results: EPS: zł0.71 (up from zł0.29 in 1Q 2025). Revenue: zł143.3m (up 73% from 1Q 2025). Net income: zł8.34m (up 147% from 1Q 2025). Profit margin: 5.8% (up from 4.1% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 68% per year whereas the company’s share price has increased by 70% per year.
お知らせ • Apr 17Dadelo S.A., Annual General Meeting, May 12, 2026Dadelo S.A., Annual General Meeting, May 12, 2026, at 12:00 Central European Standard Time.
分析記事 • Jan 17Dadelo S.A.'s (WSE:DAD) P/E Is Still On The Mark Following 27% Share Price BounceDadelo S.A. ( WSE:DAD ) shareholders would be excited to see that the share price has had a great month, posting a 27...
Valuation Update With 7 Day Price Move • Jan 16Investor sentiment improves as stock rises 20%After last week's 20% share price gain to zł76.40, the stock trades at a trailing P/E ratio of 39.8x. Average trailing P/E is 14x in the Specialty Retail industry in Poland. Total returns to shareholders of 573% over the past three years.
Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: zł0.82 (vs zł0.27 in 3Q 2024)Third quarter 2025 results: EPS: zł0.82 (up from zł0.27 in 3Q 2024). Revenue: zł134.6m (up 69% from 3Q 2024). Net income: zł9.50m (up 201% from 3Q 2024). Profit margin: 7.1% (up from 4.0% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 77% per year whereas the company’s share price has increased by 81% per year.
お知らせ • Nov 10Dadelo S.A. to Report Q3, 2025 Results on Nov 12, 2025Dadelo S.A. announced that they will report Q3, 2025 results on Nov 12, 2025
分析記事 • Oct 04These 4 Measures Indicate That Dadelo (WSE:DAD) Is Using Debt Reasonably WellHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Sep 13Why Investors Shouldn't Be Surprised By Dadelo S.A.'s (WSE:DAD) 27% Share Price SurgeDespite an already strong run, Dadelo S.A. ( WSE:DAD ) shares have been powering on, with a gain of 27% in the last...
Valuation Update With 7 Day Price Move • Sep 04Investor sentiment improves as stock rises 25%After last week's 25% share price gain to zł62.60, the stock trades at a trailing P/E ratio of 40x. Average trailing P/E is 13x in the Specialty Retail industry in Poland. Total returns to shareholders of 514% over the past three years.
New Risk • Aug 25New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. 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 (currently running at an operating cash loss). High level of non-cash earnings (63% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (7.8% average weekly change).
Reported Earnings • Aug 18Second quarter 2025 earnings released: EPS: zł1.17 (vs zł0.90 in 2Q 2024)Second quarter 2025 results: EPS: zł1.17 (up from zł0.90 in 2Q 2024). Revenue: zł159.9m (up 52% from 2Q 2024). Net income: zł13.6m (up 30% from 2Q 2024). Profit margin: 8.5% (down from 10.0% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 64% per year whereas the company’s share price has increased by 63% per year.
Valuation Update With 7 Day Price Move • Jul 03Investor sentiment improves as stock rises 18%After last week's 18% share price gain to zł46.80, the stock trades at a trailing P/E ratio of 42.1x. Average trailing P/E is 13x in the Specialty Retail industry in Poland. Total returns to shareholders of 274% over the past three years.
New Risk • Jun 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Polish stocks, typically moving 7.5% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (59% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (7.5% average weekly change).
Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improves as stock rises 19%After last week's 19% share price gain to zł39.60, the stock trades at a trailing P/E ratio of 35.7x. Average trailing P/E is 12x in the Specialty Retail industry in Poland. Total returns to shareholders of 277% over the past three years.
New Risk • Jun 02New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. 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 (currently running at an operating cash loss). High level of non-cash earnings (59% accrual ratio).
分析記事 • May 29Additional Considerations Required While Assessing Dadelo's (WSE:DAD) Strong EarningsDespite posting some strong earnings, the market for Dadelo S.A.'s ( WSE:DAD ) stock hasn't moved much. We did some...
Reported Earnings • May 23First quarter 2025 earnings released: EPS: zł0.29 (vs zł0.17 in 1Q 2024)First quarter 2025 results: EPS: zł0.29 (up from zł0.17 in 1Q 2024). Revenue: zł83.1m (up 53% from 1Q 2024). Net income: zł3.37m (up 74% from 1Q 2024). Profit margin: 4.1% (up from 3.6% in 1Q 2024). The increase in margin was driven by higher revenue. 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 40% per year, which means it is significantly lagging earnings growth.
分析記事 • Apr 25Dadelo S.A.'s (WSE:DAD) Subdued P/S Might Signal An OpportunityIt's not a stretch to say that Dadelo S.A.'s ( WSE:DAD ) price-to-sales (or "P/S") ratio of 1.2x right now seems quite...
お知らせ • Apr 18Dadelo S.A., Annual General Meeting, May 14, 2025Dadelo S.A., Annual General Meeting, May 14, 2025.
New Risk • Mar 30New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Market cap is less than US$100m (zł273.2m market cap, or US$70.7m).
分析記事 • Aug 28The Return Trends At Dadelo (WSE:DAD) Look PromisingDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
分析記事 • Jul 22Dadelo S.A.'s (WSE:DAD) P/S Is Still On The Mark Following 27% Share Price BounceDadelo S.A. ( WSE:DAD ) shares have continued their recent momentum with a 27% gain in the last month alone. The last...
New Risk • May 26New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2023. 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 2023 fiscal period end). Profit margins are more than 30% lower than last year (1.4% net profit margin). Market cap is less than US$100m (zł221.8m market cap, or US$56.6m).
分析記事 • May 25Dadelo (WSE:DAD) Shareholders Will Want The ROCE Trajectory To ContinueIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...
お知らせ • May 21Dadelo S.A., Annual General Meeting, Jun 13, 2024Dadelo S.A., Annual General Meeting, Jun 13, 2024.
お知らせ • Jan 19+ 3 more updatesDadelo S.A. to Report Q3, 2024 Results on Nov 07, 2024Dadelo S.A. announced that they will report Q3, 2024 results on Nov 07, 2024
分析記事 • Dec 15There's Been No Shortage Of Growth Recently For Dadelo's (WSE:DAD) Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
Reported Earnings • Nov 10Third quarter 2023 earnings released: EPS: zł0.066 (vs zł0.15 in 3Q 2022)Third quarter 2023 results: EPS: zł0.066 (down from zł0.15 in 3Q 2022). Revenue: zł57.8m (up 70% from 3Q 2022). Net income: zł792.0k (down 56% from 3Q 2022). Profit margin: 1.4% (down from 5.2% in 3Q 2022). The decrease in margin was driven by higher expenses.
Reported Earnings • Aug 21Second quarter 2023 earnings released: EPS: zł0.22 (vs zł0.18 in 2Q 2022)Second quarter 2023 results: EPS: zł0.22 (up from zł0.18 in 2Q 2022). Revenue: zł70.4m (up 70% from 2Q 2022). Net income: zł2.68m (up 31% from 2Q 2022). Profit margin: 3.8% (down from 4.9% in 2Q 2022). The decrease in margin was driven by higher expenses.
分析記事 • Jul 26Dadelo (WSE:DAD) Is Doing The Right Things To Multiply Its Share PriceIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...
Valuation Update With 7 Day Price Move • May 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to zł14.65, the stock trades at a trailing P/E ratio of 43.4x. Average trailing P/E is 14x in the Specialty Retail industry in Poland. Total returns to shareholders of 27% over the past year.
分析記事 • Apr 12We Like These Underlying Return On Capital Trends At Dadelo (WSE:DAD)To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
Valuation Update With 7 Day Price Move • Apr 11Investor sentiment improves as stock rises 18%After last week's 18% share price gain to zł12.65, the stock trades at a trailing P/E ratio of 39.3x. Average trailing P/E is 12x in the Specialty Retail industry in Poland. Total loss to shareholders of 2.5% over the past year.
お知らせ • Jan 20+ 2 more updatesDadelo S.A. to Report Q1, 2023 Results on May 17, 2023Dadelo S.A. announced that they will report Q1, 2023 results on May 17, 2023
分析記事 • Jan 05Dadelo (WSE:DAD) Is Experiencing Growth In Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
Valuation Update With 7 Day Price Move • Oct 07Investor sentiment improved over the past weekAfter last week's 15% share price gain to zł9.90, the stock trades at a trailing P/E ratio of 31.9x. Average trailing P/E is 24x in the Online Retail industry in Poland. Total loss to shareholders of 47% over the past year.
分析記事 • Sep 22Dadelo (WSE:DAD) Shareholders Will Want The ROCE Trajectory To ContinueDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...
Valuation Update With 7 Day Price Move • Sep 21Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to zł8.66, the stock trades at a trailing P/E ratio of 27.9x. Average trailing P/E is 23x in the Online Retail industry in Poland. Total loss to shareholders of 55% over the past year.
Reported Earnings • May 30First quarter 2022 earnings released: EPS: zł0.01 (vs zł0.071 in 1Q 2021)First quarter 2022 results: EPS: zł0.01 (down from zł0.071 in 1Q 2021). Revenue: zł19.4m (up 49% from 1Q 2021). Net income: zł73.0k (down 91% from 1Q 2021). Profit margin: 0.4% (down from 6.2% in 1Q 2021). The decrease in margin was driven by higher expenses.
分析記事 • Feb 27Market Participants Recognise Dadelo S.A.'s (WSE:DAD) EarningsWhen close to half the companies in Poland have price-to-earnings ratios (or "P/E's") below 10x, you may consider...
Valuation Update With 7 Day Price Move • Feb 25Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to zł13.40, the stock trades at a trailing P/E ratio of 25.2x. Average trailing P/E is 25x in the Online Retail industry in Poland.
Valuation Update With 7 Day Price Move • Jan 04Investor sentiment improved over the past weekAfter last week's 22% share price gain to zł16.60, the stock trades at a trailing P/E ratio of 31x. Average trailing P/E is 27x in the Online Retail industry in Poland.
分析記事 • Aug 31We Think That There Are Issues Underlying Dadelo's (WSE:DAD) EarningsDespite posting some strong earnings, the market for Dadelo S.A.'s ( WSE:DAD ) stock hasn't moved much. We did some...
Reported Earnings • May 29First quarter 2021 earnings releasedThe company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: zł13.0m (up 42% from 1Q 2020). Net income: zł810.0k (up zł894.0k from 1Q 2020). Profit margin: 6.2% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue.
お知らせ • Mar 19+ 3 more updatesDadelo S.A. to Report Q3, 2021 Results on Nov 15, 2021Dadelo S.A. announced that they will report Q3, 2021 results on Nov 15, 2021