View ValuationDelko 将来の成長Future 基準チェック /06現在、 Delko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Retail Distributors 収益成長11.5%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 updatesReported Earnings • Mar 30Second quarter 2026 earnings released: EPS: zł0.012 (vs zł0.13 loss in 2Q 2025)Second quarter 2026 results: EPS: zł0.012 (up from zł0.13 loss in 2Q 2025). Revenue: zł182.5m (down 3.7% from 2Q 2025). Net income: zł182.0k (up zł1.71m from 2Q 2025). Profit margin: 0.1% (up from net loss in 2Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 53 percentage points per year, which is a significant difference in performance.分析記事 • Jan 10Here's Why Delko (WSE:DEL) Has A Meaningful Debt BurdenWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Upcoming Dividend • Dec 29Upcoming dividend of zł0.65 per shareEligible shareholders must have bought the stock before 05 January 2026. Payment date: 21 January 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 8.2%. Within top quartile of Polish dividend payers (7.5%). Higher than average of industry peers (3.3%).分析記事 • Dec 01Delko's (WSE:DEL) Dividend Will Be Reduced To PLN0.65Delko S.A. ( WSE:DEL ) is reducing its dividend from last year's comparable payment to PLN0.65 on the 21st of January...お知らせ • Nov 24Delko S.A., Annual General Meeting, Dec 18, 2025Delko S.A., Annual General Meeting, Dec 18, 2025, at 10:00 Central European Standard Time.分析記事 • Nov 17Delko (WSE:DEL) Will Pay A Smaller Dividend Than Last YearDelko S.A.'s ( WSE:DEL ) dividend is being reduced from last year's payment covering the same period to PLN0.65 on the...New Risk • Nov 10New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 36% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 12% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (269% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.4% net profit margin). Market cap is less than US$100m (zł83.0m market cap, or US$22.6m).Declared Dividend • Nov 03Dividend of zł0.65 announcedShareholders will receive a dividend of zł0.65. Ex-date: 5th January 2026 Payment date: 26th January 2026 Dividend yield will be 9.5%, which is higher than the industry average of 0.2%. Sustainability & Growth Dividend is not covered by earnings (121% earnings payout ratio). However, it is well covered by cash flows (28% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 35% to bring the payout ratio under control. However, EPS has declined by 29% over the last 5 years so the company would need to reverse this trend.お知らせ • Nov 01Delko S.A. announces Annual dividend, payable on January 26, 2026Delko S.A. announced Annual dividend of PLN 0.6500 per share payable on January 26, 2026, ex-date on January 05, 2026 and record date on January 07, 2026.Reported Earnings • Oct 31Full year 2025 earnings released: EPS: zł0.24 (vs zł1.27 in FY 2024)Full year 2025 results: EPS: zł0.24 (down from zł1.27 in FY 2024). Revenue: zł782.2m (down 11% from FY 2024). Net income: zł2.89m (down 81% from FY 2024). Profit margin: 0.4% (down from 1.7% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.お知らせ • Oct 29Delko S.A. to Report Q4, 2025 Results on Oct 29, 2025Delko S.A. announced that they will report Q4, 2025 results at 8:30 AM, Central European Standard Time on Oct 29, 2025Reported Earnings • Jun 02Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: zł187.4m (down 15% from 3Q 2024). Net income: zł1.15m (down 27% from 3Q 2024). Profit margin: 0.6% (down from 0.7% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.New Risk • Apr 08New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 112% Dividend yield: 7.6% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 0.8% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (112% payout ratio). Profit margins are more than 30% lower than last year (0.7% net profit margin). Market cap is less than US$100m (zł81.8m market cap, or US$21.0m).分析記事 • Mar 29Unpleasant Surprises Could Be In Store For Delko S.A.'s (WSE:DEL) SharesDelko S.A.'s ( WSE:DEL ) price-to-earnings (or "P/E") ratio of 15.6x might make it look like a sell right now compared...Reported Earnings • Mar 28Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: zł189.5m (down 12% from 2Q 2024). Net loss: zł1.53m (down 142% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Dec 27Upcoming dividend of zł0.83 per shareEligible shareholders must have bought the stock before 03 January 2025. Payment date: 21 January 2025. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 6.1%. Lower than top quartile of Polish dividend payers (8.6%). Higher than average of industry peers (2.9%).分析記事 • Dec 07Delko's (WSE:DEL) Conservative Accounting Might Explain Soft EarningsDelko S.A.'s ( WSE:DEL ) earnings announcement last week didn't impress shareholders. However, our analysis suggests...お知らせ • Nov 25Delko S.A., Annual General Meeting, Dec 18, 2024Delko S.A., Annual General Meeting, Dec 18, 2024.Reported Earnings • Nov 02Full year 2024 earnings released: EPS: zł1.27 (vs zł2.23 in FY 2023)Full year 2024 results: EPS: zł1.27 (down from zł2.23 in FY 2023). Revenue: zł882.3m (down 1.7% from FY 2023). Net income: zł15.2m (down 43% from FY 2023). Profit margin: 1.7% (down from 3.0% in FY 2023). Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 6% per year.お知らせ • Jul 05+ 3 more updatesDelko S.A. to Report Q3, 2025 Results on May 30, 2025Delko S.A. announced that they will report Q3, 2025 results on May 30, 2025Reported Earnings • May 29Third quarter 2024 earnings released: EPS: zł0.13 (vs zł0.92 in 3Q 2023)Third quarter 2024 results: EPS: zł0.13 (down from zł0.92 in 3Q 2023). Revenue: zł219.8m (down 67% from 3Q 2023). Net income: zł1.57m (down 86% from 3Q 2023). Profit margin: 0.7% (down from 1.6% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 2% per year.Reported Earnings • Mar 29Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: zł216.2m (flat on 2Q 2023). Net income: zł3.64m (down 40% from 2Q 2023). Profit margin: 1.7% (down from 2.8% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Dec 26Upcoming dividend of zł0.90 per share at 3.4% yieldEligible shareholders must have bought the stock before 02 January 2024. Payment date: 17 January 2024. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Polish dividend payers (8.0%). Higher than average of industry peers (0.2%).お知らせ • Nov 22Delko S.A., Annual General Meeting, Dec 14, 2023Delko S.A., Annual General Meeting, Dec 14, 2023, at 11:00 Central European Standard Time.Valuation Update With 7 Day Price Move • Nov 03Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to zł10.55, the stock trades at a trailing P/E ratio of 4.6x. Average trailing P/E is 10x in the Retail Distributors industry in Europe. Total returns to shareholders of 57% over the past three years.分析記事 • Nov 01We Ran A Stock Scan For Earnings Growth And Delko (WSE:DEL) Passed With EaseIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Reported Earnings • Jun 05First quarter 2023 earnings released: EPS: zł0.47 (vs zł0.57 in 1Q 2022)First quarter 2023 results: EPS: zł0.47 (down from zł0.57 in 1Q 2022). Revenue: zł230.5m (up 11% from 1Q 2022). Net income: zł5.59m (down 17% from 1Q 2022). Profit margin: 2.4% (down from 3.2% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 03Full year 2022 earnings released: EPS: zł4.77 (vs zł1.51 in FY 2021)Full year 2022 results: EPS: zł4.77 (up from zł1.51 in FY 2021). Revenue: zł880.7m (up 13% from FY 2021). Net income: zł28.5m (up 58% from FY 2021). Profit margin: 3.2% (up from 2.3% 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 32% per year whereas the company’s share price has increased by 29% per year.Valuation Update With 7 Day Price Move • Mar 01Investor sentiment improves as stock rises 23%After last week's 23% share price gain to zł11.55, the stock trades at a trailing P/E ratio of 5.7x. Average trailing P/E is 12x in the Retail Distributors industry in Poland. Total returns to shareholders of 153% over the past three years.お知らせ • Jan 26+ 4 more updatesDelko S.A. to Report Q2, 2023 Results on Mar 28, 2024Delko S.A. announced that they will report Q2, 2023 results on Mar 28, 2024分析記事 • Jan 06Do Delko's (WSE:DEL) Earnings Warrant Your Attention?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Reported Earnings • Dec 01Third quarter 2022 earnings released: EPS: zł1.33 (vs zł0.97 in 3Q 2021)Third quarter 2022 results: EPS: zł1.33 (up from zł0.97 in 3Q 2021). Revenue: zł226.9m (up 12% from 3Q 2021). Net income: zł7.95m (up 38% from 3Q 2021). Profit margin: 3.5% (up from 2.8% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 18% per year.Reported Earnings • Oct 03Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: zł229.5m (up 16% from 2Q 2021). Net income: zł7.78m (up 28% from 2Q 2021). Profit margin: 3.4% (up from 3.1% in 2Q 2021). The increase in margin was driven by higher revenue.Upcoming Dividend • Jul 06Upcoming dividend of zł0.80 per shareEligible shareholders must have bought the stock before 13 July 2022. Payment date: 28 July 2022. Trailing yield: 5.2%. Lower than top quartile of Polish dividend payers (8.4%). Higher than average of industry peers (0.5%).お知らせ • May 31Delko S.A., Annual General Meeting, Jun 29, 2022Delko S.A., Annual General Meeting, Jun 29, 2022, at 09:00 Central European Standard Time.分析記事 • Mar 03Delko (WSE:DEL) Seems To Use Debt Quite SensiblyLegendary 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 • Mar 03Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł16.34, the stock trades at a trailing P/E ratio of 5.4x. Average trailing P/E is 10x in the Retail Distributors industry in Poland. Total returns to shareholders of 145% over the past three years.お知らせ • Feb 05+ 3 more updatesDelko S.A. to Report Fiscal Year 2021 Final Results on Apr 29, 2022Delko S.A. announced that they will report fiscal year 2021 final results on Apr 29, 2022Reported Earnings • Dec 02Third quarter 2021 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2021 results: EPS: zł0.97 (down from zł1.24 in 3Q 2020). Revenue: zł203.3m (down 5.8% from 3Q 2020). Net income: zł5.78m (down 22% from 3Q 2020). Profit margin: 2.8% (down from 3.4% in 3Q 2020). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Oct 01Second quarter 2021 earnings releasedThe company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: zł197.6m (down 3.8% from 2Q 2020). Net income: zł6.10m (up 57% from 2Q 2020). Profit margin: 3.1% (up from 1.9% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 25% per year.Upcoming Dividend • Jul 07Upcoming dividend of zł0.65 per shareEligible shareholders must have bought the stock before 14 July 2021. Payment date: 29 July 2021. Trailing yield: 3.9%. Lower than top quartile of Polish dividend payers (5.8%). Higher than average of industry peers (1.1%).分析記事 • Jun 01Here's Why We Think Delko (WSE:DEL) Is Well Worth WatchingSome have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...分析記事 • May 06Why Delko S.A. (WSE:DEL) Is A Dividend RockstarIs Delko S.A. ( WSE:DEL ) a good dividend stock? How can we tell? Dividend paying companies with growing earnings can...Reported Earnings • May 05Full year 2020 earnings released: EPS zł3.29 (vs zł2.23 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: zł818.3m (up 8.9% from FY 2019). Net income: zł19.7m (up 47% from FY 2019). Profit margin: 2.4% (up from 1.8% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 22% per year.分析記事 • Mar 16Is Delko (WSE:DEL) 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 23Do Delko's (WSE:DEL) Earnings Warrant Your Attention?It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...Is New 90 Day High Low • Feb 15New 90-day high: zł19.00The company is up 16% from its price of zł16.40 on 17 November 2020. The Polish market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Retail Distributors industry, which is up 24% over the same period.分析記事 • Feb 01How Does Delko S.A. (WSE:DEL) Fare As A Dividend Stock?Is Delko S.A. ( WSE:DEL ) a good dividend stock? How can we tell? Dividend paying companies with growing earnings can...お知らせ • Jan 29+ 3 more updatesDelko S.A. to Report Q3, 2021 Results on Nov 29, 2021Delko S.A. announced that they will report Q3, 2021 results on Nov 29, 2021Is New 90 Day High Low • Jan 26New 90-day high: zł17.70The company is up 37% from its price of zł12.90 on 28 October 2020. The Polish market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Retail Distributors industry, which is up 23% over the same period.分析記事 • Jan 12Delko S.A.'s (WSE:DEL) Stock Is Going Strong: Is the Market Following Fundamentals?Delko (WSE:DEL) has had a great run on the share market with its stock up by a significant 8.9% over the last month...Is New 90 Day High Low • Jan 07New 90-day high: zł17.40The company is up 1.0% from its price of zł17.30 on 09 October 2020. The Polish market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Retail Distributors industry, which is up 3.0% over the same period.分析記事 • Dec 15Delko (WSE:DEL) Seems To Use Debt Quite SensiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...分析記事 • Nov 25With EPS Growth And More, Delko (WSE:DEL) Is InterestingLike a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...Valuation Update With 7 Day Price Move • Oct 19Market pulls back on stock over the past weekAfter last week's 16% share price decline to zł14.30, the stock is trading at a trailing P/E ratio of 5.2x, down from the previous P/E ratio of 6.1x. This compares to an average P/E of 12x in the Retail Distributors industry in Poland. Total returns to shareholders over the past three years are 49%.Valuation Update With 7 Day Price Move • Oct 15Market pulls back on stock over the past weekAfter last week's 15% share price decline to zł15.00, the stock is trading at a trailing P/E ratio of 5.4x, down from the previous P/E ratio of 6.4x. This compares to an average P/E of 12x in the Retail Distributors industry in Poland. Total returns to shareholders over the past three years are 55%.Is New 90 Day High Low • Oct 13New 90-day low: zł16.00The company is down 2.0% from its price of zł16.40 on 15 July 2020. The Polish market is down 4.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Retail Distributors industry, which is up 7.0% over the same period.Reported Earnings • Oct 01First half earnings releasedOver the last 12 months the company has reported total profits of zł16.6m, up 20% from the prior year. Total revenue was zł806.7m over the last 12 months, up 19% from the prior year.Is New 90 Day High Low • Sep 23New 90-day high: zł32.00The company is up 92% from its price of zł16.70 on 25 June 2020. The Polish market is down 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Retail Distributors industry, which is up 14% over the same period.お知らせ • Jul 30Delko S.A. (WSE:DEL) completed the acquisition of Przedsiebiorstwo Handlowe Waldi Sp Z O O for PLN 2.4 million.Delko S.A. (WSE:DEL) signed a preliminary contract to acquire Przedsiebiorstwo Handlowe Waldi Sp Z O O for PLN 2.5 million on October 3, 2019. As of March 31, 2020, the agreed date of conclusion of the final sale agreement was postponed. Delko S.A. (WSE:DEL) completed the acquisition of Przedsiebiorstwo Handlowe Waldi Sp Z O O for PLN 2.4 million on June 30, 2020. Delko S.A. (WSE:DEL) acquired 4008 shares in Przedsiebiorstwo Handlowe Waldi Sp Z O O. 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、Delko 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:DEL - アナリストの将来予測と過去の財務データ ( )PLN Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20257574711N/A9/30/202576421218N/A6/30/202578232227N/A3/31/202580452528N/A12/31/202483763438N/A9/30/2024864113339N/A6/30/2024882153340N/A3/31/2024892182937N/A12/31/2023903221927N/A9/30/2023902242331N/A6/30/2023897272230N/A3/31/2023903272634N/A12/31/2022881292835N/A9/30/2022853242330N/A6/30/2022829221723N/A3/31/2022797201622N/A12/31/2021780181924N/A9/30/2021774182023N/A6/30/2021787202932N/A3/31/2021794183134N/A12/31/2020818203134N/A9/30/2020821193438N/A6/30/2020807172427N/A3/31/2020804172529N/A12/31/2019751132227N/A9/30/201971614N/A24N/A6/30/201967714N/A29N/A3/31/201963813N/A26N/A12/31/201863314N/A27N/A9/30/201863211N/A19N/A6/30/201863511N/A18N/A3/31/201863411N/A11N/A12/31/201763012N/A16N/A9/30/201760513N/A25N/A6/30/201758812N/A17N/A3/31/201756711N/A13N/A12/31/201655110N/A6N/A9/30/201654911N/A-3N/A6/30/201653010N/A2N/A3/31/20165099N/A8N/A12/31/20154958N/A11N/A9/30/20154828N/A19N/A6/30/20154828N/A21N/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: DEL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: DEL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: DEL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: DEL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: DEL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: DEL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7D1Y7D1Y7D1YRetail 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 04:41終値2026/05/21 00:00収益2025/12/31年間収益2025/06/30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Delko 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 • Mar 30Second quarter 2026 earnings released: EPS: zł0.012 (vs zł0.13 loss in 2Q 2025)Second quarter 2026 results: EPS: zł0.012 (up from zł0.13 loss in 2Q 2025). Revenue: zł182.5m (down 3.7% from 2Q 2025). Net income: zł182.0k (up zł1.71m from 2Q 2025). Profit margin: 0.1% (up from net loss in 2Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 53 percentage points per year, which is a significant difference in performance.
分析記事 • Jan 10Here's Why Delko (WSE:DEL) Has A Meaningful Debt BurdenWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Upcoming Dividend • Dec 29Upcoming dividend of zł0.65 per shareEligible shareholders must have bought the stock before 05 January 2026. Payment date: 21 January 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 8.2%. Within top quartile of Polish dividend payers (7.5%). Higher than average of industry peers (3.3%).
分析記事 • Dec 01Delko's (WSE:DEL) Dividend Will Be Reduced To PLN0.65Delko S.A. ( WSE:DEL ) is reducing its dividend from last year's comparable payment to PLN0.65 on the 21st of January...
お知らせ • Nov 24Delko S.A., Annual General Meeting, Dec 18, 2025Delko S.A., Annual General Meeting, Dec 18, 2025, at 10:00 Central European Standard Time.
分析記事 • Nov 17Delko (WSE:DEL) Will Pay A Smaller Dividend Than Last YearDelko S.A.'s ( WSE:DEL ) dividend is being reduced from last year's payment covering the same period to PLN0.65 on the...
New Risk • Nov 10New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 36% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 12% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (269% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.4% net profit margin). Market cap is less than US$100m (zł83.0m market cap, or US$22.6m).
Declared Dividend • Nov 03Dividend of zł0.65 announcedShareholders will receive a dividend of zł0.65. Ex-date: 5th January 2026 Payment date: 26th January 2026 Dividend yield will be 9.5%, which is higher than the industry average of 0.2%. Sustainability & Growth Dividend is not covered by earnings (121% earnings payout ratio). However, it is well covered by cash flows (28% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 35% to bring the payout ratio under control. However, EPS has declined by 29% over the last 5 years so the company would need to reverse this trend.
お知らせ • Nov 01Delko S.A. announces Annual dividend, payable on January 26, 2026Delko S.A. announced Annual dividend of PLN 0.6500 per share payable on January 26, 2026, ex-date on January 05, 2026 and record date on January 07, 2026.
Reported Earnings • Oct 31Full year 2025 earnings released: EPS: zł0.24 (vs zł1.27 in FY 2024)Full year 2025 results: EPS: zł0.24 (down from zł1.27 in FY 2024). Revenue: zł782.2m (down 11% from FY 2024). Net income: zł2.89m (down 81% from FY 2024). Profit margin: 0.4% (down from 1.7% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
お知らせ • Oct 29Delko S.A. to Report Q4, 2025 Results on Oct 29, 2025Delko S.A. announced that they will report Q4, 2025 results at 8:30 AM, Central European Standard Time on Oct 29, 2025
Reported Earnings • Jun 02Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: zł187.4m (down 15% from 3Q 2024). Net income: zł1.15m (down 27% from 3Q 2024). Profit margin: 0.6% (down from 0.7% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
New Risk • Apr 08New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 112% Dividend yield: 7.6% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 0.8% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (112% payout ratio). Profit margins are more than 30% lower than last year (0.7% net profit margin). Market cap is less than US$100m (zł81.8m market cap, or US$21.0m).
分析記事 • Mar 29Unpleasant Surprises Could Be In Store For Delko S.A.'s (WSE:DEL) SharesDelko S.A.'s ( WSE:DEL ) price-to-earnings (or "P/E") ratio of 15.6x might make it look like a sell right now compared...
Reported Earnings • Mar 28Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: zł189.5m (down 12% from 2Q 2024). Net loss: zł1.53m (down 142% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Dec 27Upcoming dividend of zł0.83 per shareEligible shareholders must have bought the stock before 03 January 2025. Payment date: 21 January 2025. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 6.1%. Lower than top quartile of Polish dividend payers (8.6%). Higher than average of industry peers (2.9%).
分析記事 • Dec 07Delko's (WSE:DEL) Conservative Accounting Might Explain Soft EarningsDelko S.A.'s ( WSE:DEL ) earnings announcement last week didn't impress shareholders. However, our analysis suggests...
お知らせ • Nov 25Delko S.A., Annual General Meeting, Dec 18, 2024Delko S.A., Annual General Meeting, Dec 18, 2024.
Reported Earnings • Nov 02Full year 2024 earnings released: EPS: zł1.27 (vs zł2.23 in FY 2023)Full year 2024 results: EPS: zł1.27 (down from zł2.23 in FY 2023). Revenue: zł882.3m (down 1.7% from FY 2023). Net income: zł15.2m (down 43% from FY 2023). Profit margin: 1.7% (down from 3.0% in FY 2023). Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 6% per year.
お知らせ • Jul 05+ 3 more updatesDelko S.A. to Report Q3, 2025 Results on May 30, 2025Delko S.A. announced that they will report Q3, 2025 results on May 30, 2025
Reported Earnings • May 29Third quarter 2024 earnings released: EPS: zł0.13 (vs zł0.92 in 3Q 2023)Third quarter 2024 results: EPS: zł0.13 (down from zł0.92 in 3Q 2023). Revenue: zł219.8m (down 67% from 3Q 2023). Net income: zł1.57m (down 86% from 3Q 2023). Profit margin: 0.7% (down from 1.6% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 2% per year.
Reported Earnings • Mar 29Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: zł216.2m (flat on 2Q 2023). Net income: zł3.64m (down 40% from 2Q 2023). Profit margin: 1.7% (down from 2.8% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Dec 26Upcoming dividend of zł0.90 per share at 3.4% yieldEligible shareholders must have bought the stock before 02 January 2024. Payment date: 17 January 2024. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Polish dividend payers (8.0%). Higher than average of industry peers (0.2%).
お知らせ • Nov 22Delko S.A., Annual General Meeting, Dec 14, 2023Delko S.A., Annual General Meeting, Dec 14, 2023, at 11:00 Central European Standard Time.
Valuation Update With 7 Day Price Move • Nov 03Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to zł10.55, the stock trades at a trailing P/E ratio of 4.6x. Average trailing P/E is 10x in the Retail Distributors industry in Europe. Total returns to shareholders of 57% over the past three years.
分析記事 • Nov 01We Ran A Stock Scan For Earnings Growth And Delko (WSE:DEL) Passed With EaseIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Reported Earnings • Jun 05First quarter 2023 earnings released: EPS: zł0.47 (vs zł0.57 in 1Q 2022)First quarter 2023 results: EPS: zł0.47 (down from zł0.57 in 1Q 2022). Revenue: zł230.5m (up 11% from 1Q 2022). Net income: zł5.59m (down 17% from 1Q 2022). Profit margin: 2.4% (down from 3.2% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 03Full year 2022 earnings released: EPS: zł4.77 (vs zł1.51 in FY 2021)Full year 2022 results: EPS: zł4.77 (up from zł1.51 in FY 2021). Revenue: zł880.7m (up 13% from FY 2021). Net income: zł28.5m (up 58% from FY 2021). Profit margin: 3.2% (up from 2.3% 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 32% per year whereas the company’s share price has increased by 29% per year.
Valuation Update With 7 Day Price Move • Mar 01Investor sentiment improves as stock rises 23%After last week's 23% share price gain to zł11.55, the stock trades at a trailing P/E ratio of 5.7x. Average trailing P/E is 12x in the Retail Distributors industry in Poland. Total returns to shareholders of 153% over the past three years.
お知らせ • Jan 26+ 4 more updatesDelko S.A. to Report Q2, 2023 Results on Mar 28, 2024Delko S.A. announced that they will report Q2, 2023 results on Mar 28, 2024
分析記事 • Jan 06Do Delko's (WSE:DEL) Earnings Warrant Your Attention?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Reported Earnings • Dec 01Third quarter 2022 earnings released: EPS: zł1.33 (vs zł0.97 in 3Q 2021)Third quarter 2022 results: EPS: zł1.33 (up from zł0.97 in 3Q 2021). Revenue: zł226.9m (up 12% from 3Q 2021). Net income: zł7.95m (up 38% from 3Q 2021). Profit margin: 3.5% (up from 2.8% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 18% per year.
Reported Earnings • Oct 03Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: zł229.5m (up 16% from 2Q 2021). Net income: zł7.78m (up 28% from 2Q 2021). Profit margin: 3.4% (up from 3.1% in 2Q 2021). The increase in margin was driven by higher revenue.
Upcoming Dividend • Jul 06Upcoming dividend of zł0.80 per shareEligible shareholders must have bought the stock before 13 July 2022. Payment date: 28 July 2022. Trailing yield: 5.2%. Lower than top quartile of Polish dividend payers (8.4%). Higher than average of industry peers (0.5%).
お知らせ • May 31Delko S.A., Annual General Meeting, Jun 29, 2022Delko S.A., Annual General Meeting, Jun 29, 2022, at 09:00 Central European Standard Time.
分析記事 • Mar 03Delko (WSE:DEL) Seems To Use Debt Quite SensiblyLegendary 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 • Mar 03Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł16.34, the stock trades at a trailing P/E ratio of 5.4x. Average trailing P/E is 10x in the Retail Distributors industry in Poland. Total returns to shareholders of 145% over the past three years.
お知らせ • Feb 05+ 3 more updatesDelko S.A. to Report Fiscal Year 2021 Final Results on Apr 29, 2022Delko S.A. announced that they will report fiscal year 2021 final results on Apr 29, 2022
Reported Earnings • Dec 02Third quarter 2021 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2021 results: EPS: zł0.97 (down from zł1.24 in 3Q 2020). Revenue: zł203.3m (down 5.8% from 3Q 2020). Net income: zł5.78m (down 22% from 3Q 2020). Profit margin: 2.8% (down from 3.4% in 3Q 2020). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Oct 01Second quarter 2021 earnings releasedThe company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: zł197.6m (down 3.8% from 2Q 2020). Net income: zł6.10m (up 57% from 2Q 2020). Profit margin: 3.1% (up from 1.9% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 25% per year.
Upcoming Dividend • Jul 07Upcoming dividend of zł0.65 per shareEligible shareholders must have bought the stock before 14 July 2021. Payment date: 29 July 2021. Trailing yield: 3.9%. Lower than top quartile of Polish dividend payers (5.8%). Higher than average of industry peers (1.1%).
分析記事 • Jun 01Here's Why We Think Delko (WSE:DEL) Is Well Worth WatchingSome have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...
分析記事 • May 06Why Delko S.A. (WSE:DEL) Is A Dividend RockstarIs Delko S.A. ( WSE:DEL ) a good dividend stock? How can we tell? Dividend paying companies with growing earnings can...
Reported Earnings • May 05Full year 2020 earnings released: EPS zł3.29 (vs zł2.23 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: zł818.3m (up 8.9% from FY 2019). Net income: zł19.7m (up 47% from FY 2019). Profit margin: 2.4% (up from 1.8% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 22% per year.
分析記事 • Mar 16Is Delko (WSE:DEL) 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 23Do Delko's (WSE:DEL) Earnings Warrant Your Attention?It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...
Is New 90 Day High Low • Feb 15New 90-day high: zł19.00The company is up 16% from its price of zł16.40 on 17 November 2020. The Polish market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Retail Distributors industry, which is up 24% over the same period.
分析記事 • Feb 01How Does Delko S.A. (WSE:DEL) Fare As A Dividend Stock?Is Delko S.A. ( WSE:DEL ) a good dividend stock? How can we tell? Dividend paying companies with growing earnings can...
お知らせ • Jan 29+ 3 more updatesDelko S.A. to Report Q3, 2021 Results on Nov 29, 2021Delko S.A. announced that they will report Q3, 2021 results on Nov 29, 2021
Is New 90 Day High Low • Jan 26New 90-day high: zł17.70The company is up 37% from its price of zł12.90 on 28 October 2020. The Polish market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Retail Distributors industry, which is up 23% over the same period.
分析記事 • Jan 12Delko S.A.'s (WSE:DEL) Stock Is Going Strong: Is the Market Following Fundamentals?Delko (WSE:DEL) has had a great run on the share market with its stock up by a significant 8.9% over the last month...
Is New 90 Day High Low • Jan 07New 90-day high: zł17.40The company is up 1.0% from its price of zł17.30 on 09 October 2020. The Polish market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Retail Distributors industry, which is up 3.0% over the same period.
分析記事 • Dec 15Delko (WSE:DEL) Seems To Use Debt Quite SensiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
分析記事 • Nov 25With EPS Growth And More, Delko (WSE:DEL) Is InterestingLike a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...
Valuation Update With 7 Day Price Move • Oct 19Market pulls back on stock over the past weekAfter last week's 16% share price decline to zł14.30, the stock is trading at a trailing P/E ratio of 5.2x, down from the previous P/E ratio of 6.1x. This compares to an average P/E of 12x in the Retail Distributors industry in Poland. Total returns to shareholders over the past three years are 49%.
Valuation Update With 7 Day Price Move • Oct 15Market pulls back on stock over the past weekAfter last week's 15% share price decline to zł15.00, the stock is trading at a trailing P/E ratio of 5.4x, down from the previous P/E ratio of 6.4x. This compares to an average P/E of 12x in the Retail Distributors industry in Poland. Total returns to shareholders over the past three years are 55%.
Is New 90 Day High Low • Oct 13New 90-day low: zł16.00The company is down 2.0% from its price of zł16.40 on 15 July 2020. The Polish market is down 4.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Retail Distributors industry, which is up 7.0% over the same period.
Reported Earnings • Oct 01First half earnings releasedOver the last 12 months the company has reported total profits of zł16.6m, up 20% from the prior year. Total revenue was zł806.7m over the last 12 months, up 19% from the prior year.
Is New 90 Day High Low • Sep 23New 90-day high: zł32.00The company is up 92% from its price of zł16.70 on 25 June 2020. The Polish market is down 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Retail Distributors industry, which is up 14% over the same period.
お知らせ • Jul 30Delko S.A. (WSE:DEL) completed the acquisition of Przedsiebiorstwo Handlowe Waldi Sp Z O O for PLN 2.4 million.Delko S.A. (WSE:DEL) signed a preliminary contract to acquire Przedsiebiorstwo Handlowe Waldi Sp Z O O for PLN 2.5 million on October 3, 2019. As of March 31, 2020, the agreed date of conclusion of the final sale agreement was postponed. Delko S.A. (WSE:DEL) completed the acquisition of Przedsiebiorstwo Handlowe Waldi Sp Z O O for PLN 2.4 million on June 30, 2020. Delko S.A. (WSE:DEL) acquired 4008 shares in Przedsiebiorstwo Handlowe Waldi Sp Z O O.