View Future GrowthMoliera2 過去の業績過去 基準チェック /06Moliera2の収益は年間平均-45%の割合で減少していますが、 Multiline Retail業界の収益は年間 増加しています。収益は年間3.3% 16.9%割合で 増加しています。主要情報-44.99%収益成長率-39.19%EPS成長率Multiline Retail 業界の成長6.54%収益成長率16.91%株主資本利益率-188.12%ネット・マージン-26.82%次回の業績アップデート11 Aug 2026最近の業績更新お知らせ • Feb 09Moliera2 S.A. to Report Q4, 2025 Results on Feb 11, 2026Moliera2 S.A. announced that they will report Q4, 2025 results on Feb 11, 2026お知らせ • Nov 06Moliera2 S.A. to Report Q3, 2025 Results on Nov 06, 2025Moliera2 S.A. announced that they will report Q3, 2025 results on Nov 06, 2025Reported Earnings • Nov 10Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: zł19.5m (flat on 3Q 2023). Net loss: zł4.42m (loss narrowed 11% from 3Q 2023).Reported Earnings • Feb 14Full year 2023 earnings released: zł0.039 loss per share (vs zł0.03 loss in FY 2022)Full year 2023 results: zł0.039 loss per share (further deteriorated from zł0.03 loss in FY 2022). Revenue: zł87.5m (down 30% from FY 2022). Net loss: zł15.0m (loss widened 27% from FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.お知らせ • Jan 31+ 4 more updatesMoliera2 S.A. to Report Fiscal Year 2023 Results on May 28, 2024Moliera2 S.A. announced that they will report fiscal year 2023 results on May 28, 2024Reported Earnings • Nov 19Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: zł19.5m (down 43% from 3Q 2022). Net loss: zł4.99m (loss widened 128% from 3Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 46 percentage points per year, which is a significant difference in performance.すべての更新を表示Recent updatesNew 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 2025. 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: Major Risks Less than 1 year of cash runway based on free cash flow trend (-zł6.2m free cash flow). Share price has been highly volatile over the past 3 months (14% average weekly change). Earnings have declined by 45% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported September 2025 fiscal period end). Shareholders have been diluted in the past year (18% increase in shares outstanding). Market cap is less than US$100m (zł45.5m market cap, or US$12.5m).お知らせ • Feb 09Moliera2 S.A. to Report Q4, 2025 Results on Feb 11, 2026Moliera2 S.A. announced that they will report Q4, 2025 results on Feb 11, 2026分析記事 • Dec 30Revenues Not Telling The Story For Moliera2 S.A. (WSE:MO2) After Shares Rise 31%Moliera2 S.A. ( WSE:MO2 ) shareholders are no doubt pleased to see that the share price has bounced 31% in the last...New Risk • Nov 24New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 18% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-zł6.2m free cash flow). Share price has been highly volatile over the past 3 months (13% average weekly change). Earnings have declined by 45% per year over the past 5 years. Minor Risks Shareholders have been diluted in the past year (18% increase in shares outstanding). Market cap is less than US$100m (zł54.3m market cap, or US$14.8m).分析記事 • Nov 15Moliera2 S.A. (WSE:MO2) May Have Run Too Fast Too Soon With Recent 35% Price PlummetThe Moliera2 S.A. ( WSE:MO2 ) share price has fared very poorly over the last month, falling by a substantial 35%. The...お知らせ • Nov 06Moliera2 S.A. to Report Q3, 2025 Results on Nov 06, 2025Moliera2 S.A. announced that they will report Q3, 2025 results on Nov 06, 2025分析記事 • Nov 03Moliera2 (WSE:MO2) Is Making Moderate Use Of DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Sep 11Moliera2 S.A. (WSE:MO2) Stock Rockets 29% As Investors Are Less Pessimistic Than ExpectedDespite an already strong run, Moliera2 S.A. ( WSE:MO2 ) shares have been powering on, with a gain of 29% in the last...分析記事 • Jul 26There's Reason For Concern Over Moliera2 S.A.'s (WSE:MO2) Massive 38% Price JumpMoliera2 S.A. ( WSE:MO2 ) shareholders have had their patience rewarded with a 38% share price jump in the last month...分析記事 • Jun 10Moliera2 S.A.'s (WSE:MO2) 26% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/SRatioMoliera2 S.A. ( WSE:MO2 ) shares have retraced a considerable 26% in the last month, reversing a fair amount of their...分析記事 • Apr 25Further Upside For Moliera2 S.A. (WSE:MO2) Shares Could Introduce Price Risks After 61% BounceThe Moliera2 S.A. ( WSE:MO2 ) share price has done very well over the last month, posting an excellent gain of 61...分析記事 • Apr 24Is Moliera2 (WSE:MO2) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Feb 24Investors Continue Waiting On Sidelines For Moliera2 S.A. (WSE:MO2)It's not a stretch to say that Moliera2 S.A.'s ( WSE:MO2 ) price-to-sales (or "P/S") ratio of 0.5x right now seems...分析記事 • Jan 02Would Moliera2 (WSE:MO2) Be Better Off With Less Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...New Risk • Nov 18New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 50% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-zł9.5m free cash flow). Share price has been highly volatile over the past 3 months (18% average weekly change). Earnings have declined by 44% per year over the past 5 years. Shareholders have been substantially diluted in the past year (50% increase in shares outstanding). Minor Risk Market cap is less than US$100m (zł43.0m market cap, or US$10.5m).Reported Earnings • Nov 10Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: zł19.5m (flat on 3Q 2023). Net loss: zł4.42m (loss narrowed 11% from 3Q 2023).Buy Or Sell Opportunity • Oct 30Now 32% overvalued after recent price riseOver the last 90 days, the stock has risen 2.5% to zł0.082. The fair value is estimated to be zł0.062, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 51% over the last 3 years. Meanwhile, the company became loss making.分析記事 • Oct 15Market Cool On Moliera2 S.A.'s (WSE:MO2) RevenuesWhen close to half the companies operating in the Multiline Retail industry in Poland have price-to-sales ratios (or...Buy Or Sell Opportunity • Sep 20Now 22% overvaluedThe stock has been flat over the last 90 days, currently trading at zł0.073. The fair value is estimated to be zł0.06, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 51% over the last 3 years. Meanwhile, the company became loss making.New Risk • Sep 17New 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 Risks No financial data reported. Share price has been highly volatile over the past 3 months (14% average weekly change). Market cap is less than US$10m (zł25.6m market cap, or US$6.69m). Minor Risk Shareholders have been diluted in the past year (11% increase in shares outstanding).分析記事 • Aug 15Calculating The Fair Value Of Moliera2 S.A. (WSE:MO2)Key Insights Moliera2's estimated fair value is zł0.063 based on 2 Stage Free Cash Flow to Equity Current share price...Buy Or Sell Opportunity • Aug 01Now 28% overvaluedOver the last 90 days, the stock has fallen 8.6% to zł0.08. The fair value is estimated to be zł0.063, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 51% over the last 3 years. Meanwhile, the company became loss making.お知らせ • Jun 05Moliera2 S.A., Annual General Meeting, Jun 27, 2024Moliera2 S.A., Annual General Meeting, Jun 27, 2024.分析記事 • May 30Is Moliera2 (WSE:MO2) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...New Risk • Apr 08New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: zł38.9m (US$9.90m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (19% average weekly change). Earnings have declined by 42% per year over the past 5 years. Market cap is less than US$10m (zł38.9m market cap, or US$9.90m). Minor Risk Shareholders have been diluted in the past year (12% increase in shares outstanding).分析記事 • Apr 02Investors Holding Back On Moliera2 S.A. (WSE:MO2)When you see that almost half of the companies in the Multiline Retail industry in Poland have price-to-sales ratios...Reported Earnings • Feb 14Full year 2023 earnings released: zł0.039 loss per share (vs zł0.03 loss in FY 2022)Full year 2023 results: zł0.039 loss per share (further deteriorated from zł0.03 loss in FY 2022). Revenue: zł87.5m (down 30% from FY 2022). Net loss: zł15.0m (loss widened 27% from FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.分析記事 • Feb 09Moliera2 (WSE:MO2) Has Debt But No Earnings; Should You Worry?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Jan 31+ 4 more updatesMoliera2 S.A. to Report Fiscal Year 2023 Results on May 28, 2024Moliera2 S.A. announced that they will report fiscal year 2023 results on May 28, 2024New Risk • Jan 19New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 4.1% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (21% average weekly change). Earnings have declined by 39% per year over the past 5 years. Minor Risks Shareholders have been diluted in the past year (4.1% increase in shares outstanding). Market cap is less than US$100m (zł44.9m market cap, or US$11.2m).分析記事 • Dec 18Moliera2 S.A.'s (WSE:MO2) Subdued P/S Might Signal An OpportunityMoliera2 S.A.'s ( WSE:MO2 ) price-to-sales (or "P/S") ratio of 0.4x may look like a pretty appealing investment...Reported Earnings • Nov 19Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: zł19.5m (down 43% from 3Q 2022). Net loss: zł4.99m (loss widened 128% from 3Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 46 percentage points per year, which is a significant difference in performance.分析記事 • Oct 17Is Moliera2 (WSE:MO2) Using Debt In A Risky Way?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...分析記事 • Aug 21Many Still Looking Away From Moliera2 S.A. (WSE:MO2)When close to half the companies operating in the Multiline Retail industry in Poland have price-to-sales ratios (or...New Risk • Aug 18New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: zł40.4m (US$9.80m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-zł9.4m free cash flow). Share price has been highly volatile over the past 3 months (14% average weekly change). Earnings have declined by 15% per year over the past 5 years. Market cap is less than US$10m (zł40.4m market cap, or US$9.80m).分析記事 • Jun 08Moliera2 (WSE:MO2) Is Making Moderate Use Of DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...お知らせ • Jun 04Moliera2 S.A., Annual General Meeting, Jun 30, 2023Moliera2 S.A., Annual General Meeting, Jun 30, 2023, at 11:00 Central European Standard Time.分析記事 • Feb 23Is Moliera2 (WSE:MO2) 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...お知らせ • Jan 31+ 3 more updatesMoliera2 SA to Report Q3, 2023 Results on Nov 09, 2023Moliera2 SA announced that they will report Q3, 2023 results on Nov 09, 2023分析記事 • Jun 12Is Moliera2 (WSE:MO2) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...分析記事 • Feb 22We Think Modern Commerce (WSE:MCE) Is Taking Some Risk With Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Reported Earnings • Feb 16Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: zł44.8m (up 191% from FY 2020). Net loss: zł728.2k (down 106% from profit in FY 2020). Revenue was in line with analyst estimates.Valuation Update With 7 Day Price Move • Sep 16Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł1.33, the stock trades at a trailing P/E ratio of 16.5x. Average trailing P/E is 35x in the Online Retail industry in Poland. Total returns to shareholders of 393% over the past year.Valuation Update With 7 Day Price Move • Aug 30Investor sentiment deteriorated over the past weekAfter last week's 36% share price decline to zł1.02, the stock trades at a trailing P/E ratio of 9.2x. Average trailing P/E is 30x in the Online Retail industry in Poland. Total returns to shareholders of 143% over the past year.Valuation Update With 7 Day Price Move • Aug 12Investor sentiment improved over the past weekAfter last week's 20% share price gain to zł1.80, the stock trades at a trailing P/E ratio of 16.2x. Average trailing P/E is 27x in the Online Retail industry in Poland. Total returns to shareholders of 210% over the past year.Valuation Update With 7 Day Price Move • Jul 28Investor sentiment improved over the past weekAfter last week's 34% share price gain to zł1.60, the stock trades at a trailing P/E ratio of 14.4x. Average trailing P/E is 26x in the Online Retail industry in Poland. Total returns to shareholders of 662% over the past three years.Valuation Update With 7 Day Price Move • Jul 04Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to zł1.30, the stock trades at a trailing P/E ratio of 11.7x. Average trailing P/E is 27x in the Online Retail industry in Poland. Total returns to shareholders of 519% over the past three years.Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorated over the past weekAfter last week's 25% share price decline to zł1.44, the stock trades at a trailing P/E ratio of 13x. Average trailing P/E is 27x in the Online Retail industry in Poland. Total returns to shareholders of 414% over the past three years.Valuation Update With 7 Day Price Move • May 20Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł2.32, the stock trades at a trailing P/E ratio of 20.9x. Average trailing P/E is 26x in the Online Retail industry in Poland. Total returns to shareholders of 373% over the past three years.Valuation Update With 7 Day Price Move • Apr 29Investor sentiment deteriorated over the past weekAfter last week's 22% share price decline to zł2.10, the stock trades at a trailing P/E ratio of 18.9x. Average trailing P/E is 26x in the Online Retail industry in Poland. Total returns to shareholders of 1,029% over the past year.Valuation Update With 7 Day Price Move • Apr 08Investor sentiment improved over the past weekAfter last week's 73% share price gain to zł1.30, the stock trades at a trailing P/E ratio of 10.5x. Average trailing P/E is 27x in the Online Retail industry in Poland. Total returns to shareholders of 1,200% over the past year.Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improved over the past weekAfter last week's 76% share price gain to zł1.50, the stock trades at a trailing P/E ratio of 12.1x. Average trailing P/E is 27x in the Online Retail industry in Poland. Total returns to shareholders of 1,264% over the past year.分析記事 • Feb 22Modern Commerce's (WSE:MCE) Earnings Are Of Questionable QualityDespite announcing strong earnings, Modern Commerce S.A.'s ( WSE:MCE ) stock was sluggish. We think that the market...Reported Earnings • Feb 14Full year 2020 earnings released: EPS zł0.12 (vs zł0.077 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: zł15.4m (up zł15.2m from FY 2019). Net income: zł14.5m (up zł23.5m from FY 2019). Profit margin: 94% (up from net loss in FY 2019). The move to profitability was primarily driven by higher revenue.Is New 90 Day High Low • Feb 12New 90-day high: zł0.80The company is up 60% from its price of zł0.50 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 Online Retail industry, which is down 9.0% over the same period.分析記事 • Feb 02Estimating The Intrinsic Value Of Modern Commerce S.A. (WSE:MCE)Does the February share price for Modern Commerce S.A. ( WSE:MCE ) reflect what it's really worth? Today, we will...お知らせ • Jan 09+ 3 more updatesModern Commerce S.A. to Report Q3, 2021 Results on Nov 10, 2021Modern Commerce S.A. announced that they will report Q3, 2021 results on Nov 10, 2021Is New 90 Day High Low • Dec 17New 90-day high: zł0.69The company is up 97% from its price of zł0.35 on 18 September 2020. The Polish market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 26% over the same period.収支内訳Moliera2 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:MO2 収益、費用、利益 ( )PLN Millions日付収益収益G+A経費研究開発費30 Sep 2563-1721030 Jun 2572-1722031 Mar 2575-1623031 Dec 2478-1723030 Sep 2474-1722030 Jun 2474-1721031 Mar 2481-1822031 Dec 2387-1723030 Sep 2396-2024030 Jun 23111-1725031 Mar 23118-1325031 Dec 22124-1224030 Sep 22123-1024030 Jun 2298-721031 Mar 2269-816031 Dec 2144-511030 Sep 211886030 Jun 2122128031 Mar 2119137031 Dec 2015136030 Sep 2012-45030 Jun 200-90031 Mar 20000031 Dec 190-90030 Sep 19000030 Jun 19000031 Mar 19000031 Dec 18000030 Sep 180-10030 Jun 180-10031 Mar 18000031 Dec 170-11030 Sep 177-74030 Jun 179-84031 Mar 179-84031 Dec 169-84014 Dec 1610-84030 Sep 163-11030 Jun 16001031 Mar 16001031 Dec 15001030 Sep 150000質の高い収益: MO2は現在利益が出ていません。利益率の向上: MO2は現在利益が出ていません。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: MO2は利益が出ておらず、過去 5 年間で損失は年間45%の割合で増加しています。成長の加速: MO2の過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。収益対業界: MO2は利益が出ていないため、過去 1 年間の収益成長をMultiline Retail業界 ( 41% ) と比較することは困難です。株主資本利益率高いROE: MO2は現在利益が出ていないため、自己資本利益率 ( -188.12% ) はマイナスです。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2026/06/05 05:17終値2026/06/03 00:00収益2025/09/30年間収益2024/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Moliera2 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
お知らせ • Feb 09Moliera2 S.A. to Report Q4, 2025 Results on Feb 11, 2026Moliera2 S.A. announced that they will report Q4, 2025 results on Feb 11, 2026
お知らせ • Nov 06Moliera2 S.A. to Report Q3, 2025 Results on Nov 06, 2025Moliera2 S.A. announced that they will report Q3, 2025 results on Nov 06, 2025
Reported Earnings • Nov 10Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: zł19.5m (flat on 3Q 2023). Net loss: zł4.42m (loss narrowed 11% from 3Q 2023).
Reported Earnings • Feb 14Full year 2023 earnings released: zł0.039 loss per share (vs zł0.03 loss in FY 2022)Full year 2023 results: zł0.039 loss per share (further deteriorated from zł0.03 loss in FY 2022). Revenue: zł87.5m (down 30% from FY 2022). Net loss: zł15.0m (loss widened 27% from FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.
お知らせ • Jan 31+ 4 more updatesMoliera2 S.A. to Report Fiscal Year 2023 Results on May 28, 2024Moliera2 S.A. announced that they will report fiscal year 2023 results on May 28, 2024
Reported Earnings • Nov 19Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: zł19.5m (down 43% from 3Q 2022). Net loss: zł4.99m (loss widened 128% from 3Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 46 percentage points per year, which is a significant difference in performance.
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 2025. 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: Major Risks Less than 1 year of cash runway based on free cash flow trend (-zł6.2m free cash flow). Share price has been highly volatile over the past 3 months (14% average weekly change). Earnings have declined by 45% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported September 2025 fiscal period end). Shareholders have been diluted in the past year (18% increase in shares outstanding). Market cap is less than US$100m (zł45.5m market cap, or US$12.5m).
お知らせ • Feb 09Moliera2 S.A. to Report Q4, 2025 Results on Feb 11, 2026Moliera2 S.A. announced that they will report Q4, 2025 results on Feb 11, 2026
分析記事 • Dec 30Revenues Not Telling The Story For Moliera2 S.A. (WSE:MO2) After Shares Rise 31%Moliera2 S.A. ( WSE:MO2 ) shareholders are no doubt pleased to see that the share price has bounced 31% in the last...
New Risk • Nov 24New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 18% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-zł6.2m free cash flow). Share price has been highly volatile over the past 3 months (13% average weekly change). Earnings have declined by 45% per year over the past 5 years. Minor Risks Shareholders have been diluted in the past year (18% increase in shares outstanding). Market cap is less than US$100m (zł54.3m market cap, or US$14.8m).
分析記事 • Nov 15Moliera2 S.A. (WSE:MO2) May Have Run Too Fast Too Soon With Recent 35% Price PlummetThe Moliera2 S.A. ( WSE:MO2 ) share price has fared very poorly over the last month, falling by a substantial 35%. The...
お知らせ • Nov 06Moliera2 S.A. to Report Q3, 2025 Results on Nov 06, 2025Moliera2 S.A. announced that they will report Q3, 2025 results on Nov 06, 2025
分析記事 • Nov 03Moliera2 (WSE:MO2) Is Making Moderate Use Of DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Sep 11Moliera2 S.A. (WSE:MO2) Stock Rockets 29% As Investors Are Less Pessimistic Than ExpectedDespite an already strong run, Moliera2 S.A. ( WSE:MO2 ) shares have been powering on, with a gain of 29% in the last...
分析記事 • Jul 26There's Reason For Concern Over Moliera2 S.A.'s (WSE:MO2) Massive 38% Price JumpMoliera2 S.A. ( WSE:MO2 ) shareholders have had their patience rewarded with a 38% share price jump in the last month...
分析記事 • Jun 10Moliera2 S.A.'s (WSE:MO2) 26% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/SRatioMoliera2 S.A. ( WSE:MO2 ) shares have retraced a considerable 26% in the last month, reversing a fair amount of their...
分析記事 • Apr 25Further Upside For Moliera2 S.A. (WSE:MO2) Shares Could Introduce Price Risks After 61% BounceThe Moliera2 S.A. ( WSE:MO2 ) share price has done very well over the last month, posting an excellent gain of 61...
分析記事 • Apr 24Is Moliera2 (WSE:MO2) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Feb 24Investors Continue Waiting On Sidelines For Moliera2 S.A. (WSE:MO2)It's not a stretch to say that Moliera2 S.A.'s ( WSE:MO2 ) price-to-sales (or "P/S") ratio of 0.5x right now seems...
分析記事 • Jan 02Would Moliera2 (WSE:MO2) Be Better Off With Less Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
New Risk • Nov 18New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 50% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-zł9.5m free cash flow). Share price has been highly volatile over the past 3 months (18% average weekly change). Earnings have declined by 44% per year over the past 5 years. Shareholders have been substantially diluted in the past year (50% increase in shares outstanding). Minor Risk Market cap is less than US$100m (zł43.0m market cap, or US$10.5m).
Reported Earnings • Nov 10Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: zł19.5m (flat on 3Q 2023). Net loss: zł4.42m (loss narrowed 11% from 3Q 2023).
Buy Or Sell Opportunity • Oct 30Now 32% overvalued after recent price riseOver the last 90 days, the stock has risen 2.5% to zł0.082. The fair value is estimated to be zł0.062, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 51% over the last 3 years. Meanwhile, the company became loss making.
分析記事 • Oct 15Market Cool On Moliera2 S.A.'s (WSE:MO2) RevenuesWhen close to half the companies operating in the Multiline Retail industry in Poland have price-to-sales ratios (or...
Buy Or Sell Opportunity • Sep 20Now 22% overvaluedThe stock has been flat over the last 90 days, currently trading at zł0.073. The fair value is estimated to be zł0.06, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 51% over the last 3 years. Meanwhile, the company became loss making.
New Risk • Sep 17New 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 Risks No financial data reported. Share price has been highly volatile over the past 3 months (14% average weekly change). Market cap is less than US$10m (zł25.6m market cap, or US$6.69m). Minor Risk Shareholders have been diluted in the past year (11% increase in shares outstanding).
分析記事 • Aug 15Calculating The Fair Value Of Moliera2 S.A. (WSE:MO2)Key Insights Moliera2's estimated fair value is zł0.063 based on 2 Stage Free Cash Flow to Equity Current share price...
Buy Or Sell Opportunity • Aug 01Now 28% overvaluedOver the last 90 days, the stock has fallen 8.6% to zł0.08. The fair value is estimated to be zł0.063, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 51% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Jun 05Moliera2 S.A., Annual General Meeting, Jun 27, 2024Moliera2 S.A., Annual General Meeting, Jun 27, 2024.
分析記事 • May 30Is Moliera2 (WSE:MO2) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
New Risk • Apr 08New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: zł38.9m (US$9.90m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (19% average weekly change). Earnings have declined by 42% per year over the past 5 years. Market cap is less than US$10m (zł38.9m market cap, or US$9.90m). Minor Risk Shareholders have been diluted in the past year (12% increase in shares outstanding).
分析記事 • Apr 02Investors Holding Back On Moliera2 S.A. (WSE:MO2)When you see that almost half of the companies in the Multiline Retail industry in Poland have price-to-sales ratios...
Reported Earnings • Feb 14Full year 2023 earnings released: zł0.039 loss per share (vs zł0.03 loss in FY 2022)Full year 2023 results: zł0.039 loss per share (further deteriorated from zł0.03 loss in FY 2022). Revenue: zł87.5m (down 30% from FY 2022). Net loss: zł15.0m (loss widened 27% from FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.
分析記事 • Feb 09Moliera2 (WSE:MO2) Has Debt But No Earnings; Should You Worry?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Jan 31+ 4 more updatesMoliera2 S.A. to Report Fiscal Year 2023 Results on May 28, 2024Moliera2 S.A. announced that they will report fiscal year 2023 results on May 28, 2024
New Risk • Jan 19New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 4.1% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (21% average weekly change). Earnings have declined by 39% per year over the past 5 years. Minor Risks Shareholders have been diluted in the past year (4.1% increase in shares outstanding). Market cap is less than US$100m (zł44.9m market cap, or US$11.2m).
分析記事 • Dec 18Moliera2 S.A.'s (WSE:MO2) Subdued P/S Might Signal An OpportunityMoliera2 S.A.'s ( WSE:MO2 ) price-to-sales (or "P/S") ratio of 0.4x may look like a pretty appealing investment...
Reported Earnings • Nov 19Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: zł19.5m (down 43% from 3Q 2022). Net loss: zł4.99m (loss widened 128% from 3Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 46 percentage points per year, which is a significant difference in performance.
分析記事 • Oct 17Is Moliera2 (WSE:MO2) Using Debt In A Risky Way?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
分析記事 • Aug 21Many Still Looking Away From Moliera2 S.A. (WSE:MO2)When close to half the companies operating in the Multiline Retail industry in Poland have price-to-sales ratios (or...
New Risk • Aug 18New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: zł40.4m (US$9.80m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-zł9.4m free cash flow). Share price has been highly volatile over the past 3 months (14% average weekly change). Earnings have declined by 15% per year over the past 5 years. Market cap is less than US$10m (zł40.4m market cap, or US$9.80m).
分析記事 • Jun 08Moliera2 (WSE:MO2) Is Making Moderate Use Of DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
お知らせ • Jun 04Moliera2 S.A., Annual General Meeting, Jun 30, 2023Moliera2 S.A., Annual General Meeting, Jun 30, 2023, at 11:00 Central European Standard Time.
分析記事 • Feb 23Is Moliera2 (WSE:MO2) 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...
お知らせ • Jan 31+ 3 more updatesMoliera2 SA to Report Q3, 2023 Results on Nov 09, 2023Moliera2 SA announced that they will report Q3, 2023 results on Nov 09, 2023
分析記事 • Jun 12Is Moliera2 (WSE:MO2) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
分析記事 • Feb 22We Think Modern Commerce (WSE:MCE) Is Taking Some Risk With Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Reported Earnings • Feb 16Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: zł44.8m (up 191% from FY 2020). Net loss: zł728.2k (down 106% from profit in FY 2020). Revenue was in line with analyst estimates.
Valuation Update With 7 Day Price Move • Sep 16Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł1.33, the stock trades at a trailing P/E ratio of 16.5x. Average trailing P/E is 35x in the Online Retail industry in Poland. Total returns to shareholders of 393% over the past year.
Valuation Update With 7 Day Price Move • Aug 30Investor sentiment deteriorated over the past weekAfter last week's 36% share price decline to zł1.02, the stock trades at a trailing P/E ratio of 9.2x. Average trailing P/E is 30x in the Online Retail industry in Poland. Total returns to shareholders of 143% over the past year.
Valuation Update With 7 Day Price Move • Aug 12Investor sentiment improved over the past weekAfter last week's 20% share price gain to zł1.80, the stock trades at a trailing P/E ratio of 16.2x. Average trailing P/E is 27x in the Online Retail industry in Poland. Total returns to shareholders of 210% over the past year.
Valuation Update With 7 Day Price Move • Jul 28Investor sentiment improved over the past weekAfter last week's 34% share price gain to zł1.60, the stock trades at a trailing P/E ratio of 14.4x. Average trailing P/E is 26x in the Online Retail industry in Poland. Total returns to shareholders of 662% over the past three years.
Valuation Update With 7 Day Price Move • Jul 04Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to zł1.30, the stock trades at a trailing P/E ratio of 11.7x. Average trailing P/E is 27x in the Online Retail industry in Poland. Total returns to shareholders of 519% over the past three years.
Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorated over the past weekAfter last week's 25% share price decline to zł1.44, the stock trades at a trailing P/E ratio of 13x. Average trailing P/E is 27x in the Online Retail industry in Poland. Total returns to shareholders of 414% over the past three years.
Valuation Update With 7 Day Price Move • May 20Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł2.32, the stock trades at a trailing P/E ratio of 20.9x. Average trailing P/E is 26x in the Online Retail industry in Poland. Total returns to shareholders of 373% over the past three years.
Valuation Update With 7 Day Price Move • Apr 29Investor sentiment deteriorated over the past weekAfter last week's 22% share price decline to zł2.10, the stock trades at a trailing P/E ratio of 18.9x. Average trailing P/E is 26x in the Online Retail industry in Poland. Total returns to shareholders of 1,029% over the past year.
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment improved over the past weekAfter last week's 73% share price gain to zł1.30, the stock trades at a trailing P/E ratio of 10.5x. Average trailing P/E is 27x in the Online Retail industry in Poland. Total returns to shareholders of 1,200% over the past year.
Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improved over the past weekAfter last week's 76% share price gain to zł1.50, the stock trades at a trailing P/E ratio of 12.1x. Average trailing P/E is 27x in the Online Retail industry in Poland. Total returns to shareholders of 1,264% over the past year.
分析記事 • Feb 22Modern Commerce's (WSE:MCE) Earnings Are Of Questionable QualityDespite announcing strong earnings, Modern Commerce S.A.'s ( WSE:MCE ) stock was sluggish. We think that the market...
Reported Earnings • Feb 14Full year 2020 earnings released: EPS zł0.12 (vs zł0.077 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: zł15.4m (up zł15.2m from FY 2019). Net income: zł14.5m (up zł23.5m from FY 2019). Profit margin: 94% (up from net loss in FY 2019). The move to profitability was primarily driven by higher revenue.
Is New 90 Day High Low • Feb 12New 90-day high: zł0.80The company is up 60% from its price of zł0.50 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 Online Retail industry, which is down 9.0% over the same period.
分析記事 • Feb 02Estimating The Intrinsic Value Of Modern Commerce S.A. (WSE:MCE)Does the February share price for Modern Commerce S.A. ( WSE:MCE ) reflect what it's really worth? Today, we will...
お知らせ • Jan 09+ 3 more updatesModern Commerce S.A. to Report Q3, 2021 Results on Nov 10, 2021Modern Commerce S.A. announced that they will report Q3, 2021 results on Nov 10, 2021
Is New 90 Day High Low • Dec 17New 90-day high: zł0.69The company is up 97% from its price of zł0.35 on 18 September 2020. The Polish market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 26% over the same period.