View ValuationOponeo.pl 将来の成長Future 基準チェック /56Oponeo.pl利益と収益がそれぞれ年間23.7%と10.5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に29.7% 30%なると予測されています。主要情報23.7%収益成長率30.01%EPS成長率Specialty Retail 収益成長11.4%収益成長率10.5%将来の株主資本利益率29.73%アナリストカバレッジLow最終更新日22 Apr 2026今後の成長に関する最新情報Major Estimate Revision • Dec 18Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from zł8.12 to zł7.29 per share. Revenue forecast steady at zł2.36b. Net income forecast to grow 11% next year vs 18% growth forecast for Specialty Retail industry in Poland. Consensus price target broadly unchanged at zł110. Share price was steady at zł86.00 over the past week.Price Target Changed • Dec 17Price target increased by 7.0% to zł110Up from zł103, the current price target is an average from 2 analysts. New target price is 29% above last closing price of zł85.40. Stock is up 13% over the past year. The company is forecast to post earnings per share of zł7.29 for next year compared to zł6.41 last year.Price Target Changed • Aug 28Price target increased by 8.8% to zł108Up from zł99.50, the current price target is an average from 2 analysts. New target price is 18% above last closing price of zł91.40. Stock is up 18% over the past year. The company is forecast to post earnings per share of zł8.12 for next year compared to zł6.41 last year.Major Estimate Revision • May 07Consensus EPS estimates increase by 21%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from zł2.30b to zł2.37b. EPS estimate increased from zł6.61 to zł8.00 per share. Net income forecast to grow 6.2% next year vs 42% growth forecast for Specialty Retail industry in Poland. Consensus price target up from zł92.00 to zł99.67. Share price was steady at zł103 over the past week.Major Estimate Revision • Nov 24Consensus EPS estimates increase by 27%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from zł2.08b to zł2.06b. EPS estimate rose from zł4.72 to zł6.01. Net income forecast to shrink 22% next year vs 32% growth forecast for Specialty Retail industry in Poland . Consensus price target up from zł84.70 to zł92.00. Share price rose 4.5% to zł83.80 over the past week.Major Estimate Revision • Aug 25Consensus EPS estimates increase by 12%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from zł2.11b to zł2.08b. EPS estimate rose from zł4.22 to zł4.72. Net income forecast to shrink 12% next year vs 32% growth forecast for Specialty Retail industry in Poland . Consensus price target up from zł65.80 to zł77.05. Share price rose 9.3% to zł79.80 over the past week.すべての更新を表示Recent updatesお知らせ • May 22Oponeo.pl S.A., Annual General Meeting, Jun 15, 2026Oponeo.pl S.A., Annual General Meeting, Jun 15, 2026, at 12:00 Central European Standard Time.お知らせ • May 15Oponeo.pl S.A. announces Annual dividend, payable on June 30, 2026Oponeo.pl S.A. announced Annual dividend of PLN 1.0000 per share payable on June 30, 2026, ex-date on June 22, 2026 and record date on June 23, 2026.分析記事 • Apr 29Oponeo.pl's (WSE:OPN) Anemic Earnings Might Be Worse Than You ThinkOponeo.pl S.A.'s ( WSE:OPN ) recent weak earnings report didn't cause a big stock movement. However, we believe that...Reported Earnings • Apr 22Full year 2025 earnings released: EPS: zł4.64 (vs zł6.41 in FY 2024)Full year 2025 results: EPS: zł4.64 (down from zł6.41 in FY 2024). Revenue: zł2.37b (up 12% from FY 2024). Net income: zł52.1m (down 39% from FY 2024). Profit margin: 2.2% (down from 4.0% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 30% per year whereas the company’s share price has increased by 28% per year.Buy Or Sell Opportunity • Feb 16Now 21% undervaluedOver the last 90 days, the stock has risen 7.6% to zł96.80. The fair value is estimated to be zł123, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 39%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.Major Estimate Revision • Dec 18Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from zł8.12 to zł7.29 per share. Revenue forecast steady at zł2.36b. Net income forecast to grow 11% next year vs 18% growth forecast for Specialty Retail industry in Poland. Consensus price target broadly unchanged at zł110. Share price was steady at zł86.00 over the past week.Price Target Changed • Dec 17Price target increased by 7.0% to zł110Up from zł103, the current price target is an average from 2 analysts. New target price is 29% above last closing price of zł85.40. Stock is up 13% over the past year. The company is forecast to post earnings per share of zł7.29 for next year compared to zł6.41 last year.Reported Earnings • Nov 17Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: zł450.0m (up 18% from 3Q 2024). Net income: zł3.02m (down 54% from 3Q 2024). Profit margin: 0.7% (down from 1.7% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Specialty Retail industry in Poland. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Nov 13Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at zł92.80. The fair value is estimated to be zł117, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 41%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 8.6% per annum over the same time period.お知らせ • Nov 10Oponeo.pl S.A. to Report Q3, 2025 Results on Nov 12, 2025Oponeo.pl S.A. announced that they will report Q3, 2025 results on Nov 12, 2025Buy Or Sell Opportunity • Aug 29Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.1% to zł90.20. The fair value is estimated to be zł114, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 41%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 8.6% per annum over the same time period.Price Target Changed • Aug 28Price target increased by 8.8% to zł108Up from zł99.50, the current price target is an average from 2 analysts. New target price is 18% above last closing price of zł91.40. Stock is up 18% over the past year. The company is forecast to post earnings per share of zł8.12 for next year compared to zł6.41 last year.Reported Earnings • Aug 18Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: zł591.2m (up 14% from 2Q 2024). Net income: zł24.0m (up 6.0% from 2Q 2024). Profit margin: 4.1% (down from 4.3% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Specialty Retail industry in Europe.分析記事 • May 29Impressive Earnings May Not Tell The Whole Story For Oponeo.pl (WSE:OPN)Oponeo.pl S.A.'s ( WSE:OPN ) robust earnings report didn't manage to move the market for its stock. Our analysis...New Risk • May 23New 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 (32% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.Reported Earnings • May 23First quarter 2025 earnings releasedFirst quarter 2025 results: Revenue: zł385.3m (up 14% from 1Q 2024). Net income: zł3.0k (down 99% from 1Q 2024). Profit margin: 0% (down from 0.1% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Specialty Retail industry in Poland. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • May 12Upcoming dividend of zł4.00 per shareEligible shareholders must have bought the stock before 19 May 2025. Payment date: 23 May 2025. Payout ratio is a comfortable 61% and the cash payout ratio is 84%. Trailing yield: 4.9%. Lower than top quartile of Polish dividend payers (7.0%). Higher than average of industry peers (3.4%).Major Estimate Revision • May 07Consensus EPS estimates increase by 21%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from zł2.30b to zł2.37b. EPS estimate increased from zł6.61 to zł8.00 per share. Net income forecast to grow 6.2% next year vs 42% growth forecast for Specialty Retail industry in Poland. Consensus price target up from zł92.00 to zł99.67. Share price was steady at zł103 over the past week.お知らせ • Apr 17+ 1 more updateOponeo.pl S.A., Annual General Meeting, May 14, 2025Oponeo.pl S.A., Annual General Meeting, May 14, 2025.Reported Earnings • Apr 17Full year 2024 earnings released: EPS: zł6.41 (vs zł3.91 in FY 2023)Full year 2024 results: EPS: zł6.41 (up from zł3.91 in FY 2023). Revenue: zł2.11b (up 13% from FY 2023). Net income: zł84.7m (up 56% from FY 2023). Profit margin: 4.0% (up from 2.9% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Specialty Retail industry in Poland. Over the last 3 years on average, earnings per share has increased by 27% per year and the company’s share price has also increased by 27% per year.分析記事 • Feb 28There's Reason For Concern Over Oponeo.pl S.A.'s (WSE:OPN) Massive 29% Price JumpOponeo.pl S.A. ( WSE:OPN ) shareholders have had their patience rewarded with a 29% share price jump in the last month...分析記事 • Dec 20Oponeo.pl (WSE:OPN) Knows How To Allocate Capital EffectivelyThere are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...Major Estimate Revision • Nov 24Consensus EPS estimates increase by 27%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from zł2.08b to zł2.06b. EPS estimate rose from zł4.72 to zł6.01. Net income forecast to shrink 22% next year vs 32% growth forecast for Specialty Retail industry in Poland . Consensus price target up from zł84.70 to zł92.00. Share price rose 4.5% to zł83.80 over the past week.New Risk • Nov 17New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 50% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (50% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Nov 10Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: zł381.0m (up 18% from 3Q 2023). Net income: zł6.55m (up zł23.5m from 3Q 2023). Profit margin: 1.7% (up from net loss in 3Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Specialty Retail industry in Poland. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • Aug 25Consensus EPS estimates increase by 12%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from zł2.11b to zł2.08b. EPS estimate rose from zł4.22 to zł4.72. Net income forecast to shrink 12% next year vs 32% growth forecast for Specialty Retail industry in Poland . Consensus price target up from zł65.80 to zł77.05. Share price rose 9.3% to zł79.80 over the past week.New Risk • Aug 23New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 42% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (42% net debt to equity). Share price has been volatile over the past 3 months (7.7% average weekly change).Buy Or Sell Opportunity • Aug 21Now 20% undervaluedOver the last 90 days, the stock has risen 20% to zł73.20. The fair value is estimated to be zł91.98, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 8.5%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 3.9% per annum over the same time period.Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: zł2.43 (vs zł0.83 in 2Q 2023)Second quarter 2024 results: EPS: zł2.43 (up from zł0.83 in 2Q 2023). Revenue: zł531.1m (up 6.8% from 2Q 2023). Net income: zł23.7m (up 105% from 2Q 2023). Profit margin: 4.5% (up from 2.3% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Specialty Retail industry in Poland. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 9% per year.分析記事 • Aug 07Oponeo.pl (WSE:OPN) Is Looking To Continue Growing Its Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Upcoming Dividend • Jun 11Upcoming dividend of zł1.80 per shareEligible shareholders must have bought the stock before 18 June 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Polish dividend payers (7.7%). In line with average of industry peers (2.2%).分析記事 • May 31Oponeo.pl's (WSE:OPN) Earnings May Just Be The Starting PointOponeo.pl S.A. ( WSE:OPN ) recently posted some strong earnings, and the market responded positively. We have done some...Valuation Update With 7 Day Price Move • May 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to zł71.00, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 12x in the Specialty Retail industry in Europe. Total returns to shareholders of 51% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł40.71 per share.分析記事 • May 30Market Participants Recognise Oponeo.pl S.A.'s (WSE:OPN) Earnings Pushing Shares 27% HigherDespite an already strong run, Oponeo.pl S.A. ( WSE:OPN ) shares have been powering on, with a gain of 27% in the last...お知らせ • May 19Oponeo.pl S.A., Annual General Meeting, Jun 13, 2024Oponeo.pl S.A., Annual General Meeting, Jun 13, 2024.お知らせ • May 15Oponeo.pl Recommends Dividend for 2023, Payable on June 24, 2024Oponeo.pl management board recommends PLN 20.2 million (EUR 4.73 mln), which amounts to PLN 1.8 (EUR 0.42) per share dividend payout from the company's 2023 net profit. The date by which the list of shareholders entitled to dividends for the year is proposed to be June 19, with the dividend pay out date being June 24, 2024. In 2023, the company paid a dividend of PLN 2 (EUR 0.47) per share from 2022 net profit amounting to PLN 27.5 million (EUR 6.44 mln) total.New Risk • May 04New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 40% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (40% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • May 02Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: zł4.05 (up from zł2.92 in FY 2022). Revenue: zł1.87b (up 10% from FY 2022). Net income: zł54.5m (up 34% from FY 2022). Profit margin: 2.9% (up from 2.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 40%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Specialty Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 5% per year and the company’s share price has also increased by 5% per year.お知らせ • Jan 09Oponeo.pl S.A. to Report Fiscal Year 2023 Results on Apr 29, 2024Oponeo.pl S.A. announced that they will report fiscal year 2023 results at 5:30 PM, Central European Standard Time on Apr 29, 2024お知らせ • Jan 07Oponeo.pl S.A. to Report Fiscal Year 2023 Results on Mar 29, 2024Oponeo.pl S.A. announced that they will report fiscal year 2023 results on Mar 29, 2024お知らせ • Jan 06+ 2 more updatesOponeo.pl S.A. to Report Q3, 2024 Results on Nov 07, 2024Oponeo.pl S.A. announced that they will report Q3, 2024 results on Nov 07, 2024Reported Earnings • Nov 09Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: zł323.5m (up 1.6% from 3Q 2022). Net loss: zł17.0m (loss widened 128% from 3Q 2022). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Specialty Retail industry in Europe.Valuation Update With 7 Day Price Move • Oct 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to zł42.90, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Specialty Retail industry in Europe. Total returns to shareholders of 43% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł36.43 per share.分析記事 • Oct 07Investors Will Want Oponeo.pl's (WSE:OPN) Growth In ROCE To PersistIf 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...Reported Earnings • Aug 21Second quarter 2023 earnings released: EPS: zł0.98 (vs zł0.53 in 2Q 2022)Second quarter 2023 results: EPS: zł0.98 (up from zł0.53 in 2Q 2022). Revenue: zł497.2m (up 20% from 2Q 2022). Net income: zł11.6m (up 56% from 2Q 2022). Profit margin: 2.3% (up from 1.8% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Specialty Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Price Target Changed • Jul 03Price target increased by 23% to zł46.60Up from zł38.00, the current price target is an average from 2 analysts. New target price is 7.6% above last closing price of zł43.30. Stock is up 1.9% over the past year. The company is forecast to post earnings per share of zł3.41 for next year compared to zł2.92 last year.Upcoming Dividend • May 18Upcoming dividend of zł1.40 per share at 3.2% yieldEligible shareholders must have bought the stock before 25 May 2023. Payment date: 05 June 2023. Payout ratio is a comfortable 48% but the company is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of Polish dividend payers (7.4%). Higher than average of industry peers (2.7%).Reported Earnings • Apr 08Full year 2022 earnings released: EPS: zł2.92 (vs zł4.51 in FY 2021)Full year 2022 results: EPS: zł2.92 (down from zł4.51 in FY 2021). Revenue: zł1.70b (up 12% from FY 2021). Net income: zł40.7m (down 35% from FY 2021). Profit margin: 2.4% (down from 4.1% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Specialty Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 28% per year whereas the company’s share price has increased by 31% per year.お知らせ • Jan 12+ 3 more updatesOponeo.pl S.A. to Report Q1, 2023 Results on May 24, 2023Oponeo.pl S.A. announced that they will report Q1, 2023 results on May 24, 2023分析記事 • Nov 27Estimating The Intrinsic Value Of Oponeo.pl S.A. (WSE:OPN)How far off is Oponeo.pl S.A. ( WSE:OPN ) from its intrinsic value? Using the most recent financial data, we'll take a...Price Target Changed • Nov 16Price target decreased to zł51.70Down from zł58.45, the current price target is an average from 2 analysts. New target price is 53% above last closing price of zł33.80. Stock is down 51% over the past year. The company is forecast to post earnings per share of zł2.00 for next year compared to zł4.51 last year.Reported Earnings • Nov 12Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: zł318.5m (up 31% from 3Q 2021). Net loss: zł7.45m (loss widened 89% from 3Q 2021). Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Online Retail industry in Europe.Buying Opportunity • Oct 27Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be zł42.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 43%. For the next 3 years, revenue is forecast to grow by 8.9% per annum. Earnings is also forecast to grow by 2.1% per annum over the same time period.分析記事 • Oct 06Is It Too Late To Consider Buying Oponeo.pl S.A. (WSE:OPN)?While Oponeo.pl S.A. ( WSE:OPN ) might not be the most widely known stock at the moment, it saw a double-digit share...Major Estimate Revision • Sep 09Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from zł1.59b to zł1.61b. EPS estimate fell from zł2.61 to zł2.00 per share. Net income forecast to shrink 38% next year vs 4.0% growth forecast for Online Retail industry in Poland . Consensus price target down from zł58.45 to zł51.70. Share price was steady at zł35.80 over the past week.Buying Opportunity • Jun 10Now 21% undervaluedOver the last 90 days, the stock is up 2.6%. The fair value is estimated to be zł59.16, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 47%. For the next 3 years, revenue is forecast to grow by 5.2% per annum. Earnings is forecast to decline by 7.3% per annum over the same time period.お知らせ • Jun 01OPONEO.PL S.A. agreed to acquire OPONEO Brandhouse sp. z o.o..OPONEO.PL S.A. agreed to acquire OPONEO Brandhouse sp. z o.o. on May 30, 2022. The Company and the Acquired Company signed the merger plan agreed pursuant to Article 517 § 1 of the Commercial Companies Code. The merger will be carried out without amending the Company's Articles of Association and increasing the Company's share capital.Reported Earnings • May 26First quarter 2022 earnings: Revenues exceed analyst expectationsFirst quarter 2022 results: Revenue: zł275.9m (up 8.4% from 1Q 2021). Net loss: zł2.76m (loss widened 15% from 1Q 2021). Revenue exceeded analyst estimates by 11%. Over the next year, revenue is forecast to grow 5.7%, compared to a 42% growth forecast for the industry in Poland.Buying Opportunity • May 25Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be zł57.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 43%. For the next 3 years, revenue is forecast to grow by 5.2% per annum. Earnings is forecast to decline by 7.8% per annum over the same time period.Upcoming Dividend • May 10Upcoming dividend of zł1.20 per shareEligible shareholders must have bought the stock before 17 May 2022. Payment date: 26 May 2022. Trailing yield: 2.7%. Lower than top quartile of Polish dividend payers (8.2%). Higher than average of industry peers (0.5%).Price Target Changed • Apr 27Price target increased to zł69.00Up from zł35.65, the current price target is provided by 1 analyst. New target price is 41% above last closing price of zł48.90. Stock is down 6.7% over the past year. The company is forecast to post earnings per share of zł3.44 for next year compared to zł4.51 last year.お知らせ • Apr 16Oponeo.pl S.A., Annual General Meeting, May 11, 2022Oponeo.pl S.A., Annual General Meeting, May 11, 2022, at 12:00 Central European Standard Time.Reported Earnings • Apr 10Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: zł4.51 (up from zł2.30 in FY 2020). Revenue: zł1.51b (up 42% from FY 2020). Net income: zł62.8m (up 96% from FY 2020). Profit margin: 4.1% (up from 3.0% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 100%. Earnings per share (EPS) also missed analyst estimates by 100%. Over the next year, revenue is forecast to stay flat compared to a 39% growth forecast for the retail industry in Poland. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.分析記事 • Apr 06Oponeo.pl (WSE:OPN) Hasn't Managed To Accelerate Its ReturnsIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...分析記事 • Feb 24Oponeo.pl (WSE:OPN) Seems To Use Debt Quite SensiblyDavid 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 • Dec 27A Look At The Intrinsic Value Of Oponeo.pl S.A. (WSE:OPN)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Oponeo.pl S.A...Reported Earnings • Nov 12Third quarter 2021 earnings releasedThe company reported a solid third quarter result with improved revenues and control over costs, although losses were not reduced. Third quarter 2021 results: Revenue: zł242.3m (up 32% from 3Q 2020). Net loss: zł3.94m (flat on 3Q 2020). Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Sep 01With EPS Growth And More, Oponeo.pl (WSE:OPN) Is InterestingIt's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...Upcoming Dividend • Jul 06Upcoming dividend of zł1.00 per shareEligible shareholders must have bought the stock before 13 July 2021. Payment date: 20 July 2021. Trailing yield: 0.2%. Lower than top quartile of Polish dividend payers (5.7%). In line with average of industry peers (0.3%).分析記事 • Jun 14There's Been No Shortage Of Growth Recently For Oponeo.pl's (WSE:OPN) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improved over the past weekAfter last week's 20% share price gain to zł51.00, the stock trades at a trailing P/E ratio of 25.8x. Average trailing P/E is 28x in the Online Retail industry in Poland. Total returns to shareholders of 28% over the past three years.分析記事 • Mar 23Should You Be Adding Oponeo.pl (WSE:OPN) To Your Watchlist Today?Some 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 • Mar 05These 4 Measures Indicate That Oponeo.pl (WSE:OPN) Is Using Debt SafelyDavid 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 18Does Oponeo.pl (WSE:OPN) Have The Makings Of A Multi-Bagger?If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...分析記事 • Feb 03If You Had Bought Oponeo.pl (WSE:OPN) Stock Five Years Ago, You Could Pocket A 83% Gain TodayWhen we invest, we're generally looking for stocks that outperform the market average. And in our experience, buying...お知らせ • Jan 25+ 3 more updatesOponeo.pl S.A. to Report Q1, 2021 Results on May 20, 2021Oponeo.pl S.A. announced that they will report Q1, 2021 results on May 20, 2021分析記事 • Jan 19Is Oponeo.pl S.A.'s(WSE:OPN) Recent Stock Performance Tethered To Its Strong Fundamentals?Oponeo.pl (WSE:OPN) has had a great run on the share market with its stock up by a significant 30% over the last three...Is New 90 Day High Low • Jan 08New 90-day high: zł44.90The company is up 56% from its price of zł28.70 on 09 October 2020. The Polish market is up 19% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 38% over the same period.分析記事 • Jan 06Do Insiders Own Lots Of Shares In Oponeo.pl S.A. (WSE:OPN)?If you want to know who really controls Oponeo.pl S.A. ( WSE:OPN ), then you'll have to look at the makeup of its share...Is New 90 Day High Low • Dec 23New 90-day high: zł42.00The company is up 32% from its price of zł31.90 on 24 September 2020. The Polish market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 28% over the same period.分析記事 • Dec 23Should You Be Adding Oponeo.pl (WSE:OPN) To Your Watchlist Today?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Valuation Update With 7 Day Price Move • Dec 09Market bids up stock over the past weekAfter last week's 16% share price gain to zł39.00, the stock is trading at a trailing P/E ratio of 19.8x, up from the previous P/E ratio of 17x. This compares to an average P/E of 35x in the Online Retail industry in Europe. Total return to shareholders over the past three years is a loss of 2.0%.Is New 90 Day High Low • Dec 08New 90-day high: zł37.90The company is up 18% from its price of zł32.00 on 09 September 2020. The Polish market is up 12% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Online Retail industry, which is up 19% over the same period.分析記事 • Dec 08Oponeo.pl (WSE:OPN) Is Growing Earnings But Are They A Good Guide?Broadly speaking, profitable businesses are less risky than unprofitable ones. However, sometimes companies receive a...分析記事 • Nov 23Oponeo.pl (WSE:OPN) Has A Rock Solid Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Is New 90 Day High Low • Oct 05New 90-day low: zł29.30The company is down 8.0% from its price of zł31.80 on 07 July 2020. The Polish market is down 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 20% over the same period.業績と収益の成長予測WSE:OPN - 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12/31/20283,279121107148112/31/20272,91610271132212/31/20262,661103134191112/31/20252,37152-108-79N/A9/30/20252,30382-67-41N/A6/30/20252,22385-33-8N/A3/31/20252,16384-33-16N/A12/31/20242,114856785N/A9/30/20241,99793109133N/A6/30/20241,939695678N/A3/31/20241,91758149174N/A12/31/20231,872545679N/A9/30/20231,798354482N/A6/30/20231,793445896N/A3/31/20231,71140-60-25N/A12/31/20221,69541-50-19N/A9/30/20221,66039-70-55N/A6/30/20221,58443-63-52N/A3/31/20221,53660818N/A12/31/20211,515608896N/A9/30/20211,284411721N/A6/30/20211,22541-23N/A3/31/20211,150336874N/A12/31/20201,063321621N/A9/30/20201,054286367N/A6/30/20201,024256774N/A3/31/2020970211421N/A12/31/2019962201523N/A9/30/201991016N/A-15N/A6/30/201988918N/A-4N/A3/31/201987818N/A13N/A12/31/201884317N/A11N/A9/30/201878717N/A35N/A6/30/201876416N/A41N/A3/31/201869914N/A2N/A12/31/201770818N/A24N/A9/30/201763012N/A10N/A6/30/201760312N/A1N/A3/31/201759010N/A21N/A12/31/201654616N/A31N/A9/30/201648215N/A-9N/A6/30/201646818N/A4N/A3/31/201642916N/A-8N/A12/31/201541710N/A22N/A9/30/20153847N/A-2N/A6/30/20153697N/A9N/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: OPNの予測収益成長率 (年間23.7% ) は 貯蓄率 ( 5.3% ) を上回っています。収益対市場: OPNの収益 ( 23.7% ) はPolish市場 ( 12.2% ) よりも速いペースで成長すると予測されています。高成長収益: OPNの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: OPNの収益 ( 10.5% ) Polish市場 ( 4.5% ) よりも速いペースで成長すると予測されています。高い収益成長: OPNの収益 ( 10.5% ) 20%よりも低い成長が予測されています。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: OPNの 自己資本利益率 は、3年後には高くなると予測されています ( 29.7 %)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2026/05/25 11:17終値2026/05/25 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Oponeo.pl S.A. 2 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。3 アナリスト機関Adrian KowollikEast Value Research GmbHPiotr LopaciukPKO BP SecuritiesAdrian SklodowskiPKO BP Securities
Major Estimate Revision • Dec 18Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from zł8.12 to zł7.29 per share. Revenue forecast steady at zł2.36b. Net income forecast to grow 11% next year vs 18% growth forecast for Specialty Retail industry in Poland. Consensus price target broadly unchanged at zł110. Share price was steady at zł86.00 over the past week.
Price Target Changed • Dec 17Price target increased by 7.0% to zł110Up from zł103, the current price target is an average from 2 analysts. New target price is 29% above last closing price of zł85.40. Stock is up 13% over the past year. The company is forecast to post earnings per share of zł7.29 for next year compared to zł6.41 last year.
Price Target Changed • Aug 28Price target increased by 8.8% to zł108Up from zł99.50, the current price target is an average from 2 analysts. New target price is 18% above last closing price of zł91.40. Stock is up 18% over the past year. The company is forecast to post earnings per share of zł8.12 for next year compared to zł6.41 last year.
Major Estimate Revision • May 07Consensus EPS estimates increase by 21%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from zł2.30b to zł2.37b. EPS estimate increased from zł6.61 to zł8.00 per share. Net income forecast to grow 6.2% next year vs 42% growth forecast for Specialty Retail industry in Poland. Consensus price target up from zł92.00 to zł99.67. Share price was steady at zł103 over the past week.
Major Estimate Revision • Nov 24Consensus EPS estimates increase by 27%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from zł2.08b to zł2.06b. EPS estimate rose from zł4.72 to zł6.01. Net income forecast to shrink 22% next year vs 32% growth forecast for Specialty Retail industry in Poland . Consensus price target up from zł84.70 to zł92.00. Share price rose 4.5% to zł83.80 over the past week.
Major Estimate Revision • Aug 25Consensus EPS estimates increase by 12%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from zł2.11b to zł2.08b. EPS estimate rose from zł4.22 to zł4.72. Net income forecast to shrink 12% next year vs 32% growth forecast for Specialty Retail industry in Poland . Consensus price target up from zł65.80 to zł77.05. Share price rose 9.3% to zł79.80 over the past week.
お知らせ • May 22Oponeo.pl S.A., Annual General Meeting, Jun 15, 2026Oponeo.pl S.A., Annual General Meeting, Jun 15, 2026, at 12:00 Central European Standard Time.
お知らせ • May 15Oponeo.pl S.A. announces Annual dividend, payable on June 30, 2026Oponeo.pl S.A. announced Annual dividend of PLN 1.0000 per share payable on June 30, 2026, ex-date on June 22, 2026 and record date on June 23, 2026.
分析記事 • Apr 29Oponeo.pl's (WSE:OPN) Anemic Earnings Might Be Worse Than You ThinkOponeo.pl S.A.'s ( WSE:OPN ) recent weak earnings report didn't cause a big stock movement. However, we believe that...
Reported Earnings • Apr 22Full year 2025 earnings released: EPS: zł4.64 (vs zł6.41 in FY 2024)Full year 2025 results: EPS: zł4.64 (down from zł6.41 in FY 2024). Revenue: zł2.37b (up 12% from FY 2024). Net income: zł52.1m (down 39% from FY 2024). Profit margin: 2.2% (down from 4.0% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 30% per year whereas the company’s share price has increased by 28% per year.
Buy Or Sell Opportunity • Feb 16Now 21% undervaluedOver the last 90 days, the stock has risen 7.6% to zł96.80. The fair value is estimated to be zł123, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 39%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
Major Estimate Revision • Dec 18Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from zł8.12 to zł7.29 per share. Revenue forecast steady at zł2.36b. Net income forecast to grow 11% next year vs 18% growth forecast for Specialty Retail industry in Poland. Consensus price target broadly unchanged at zł110. Share price was steady at zł86.00 over the past week.
Price Target Changed • Dec 17Price target increased by 7.0% to zł110Up from zł103, the current price target is an average from 2 analysts. New target price is 29% above last closing price of zł85.40. Stock is up 13% over the past year. The company is forecast to post earnings per share of zł7.29 for next year compared to zł6.41 last year.
Reported Earnings • Nov 17Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: zł450.0m (up 18% from 3Q 2024). Net income: zł3.02m (down 54% from 3Q 2024). Profit margin: 0.7% (down from 1.7% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Specialty Retail industry in Poland. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Nov 13Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at zł92.80. The fair value is estimated to be zł117, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 41%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 8.6% per annum over the same time period.
お知らせ • Nov 10Oponeo.pl S.A. to Report Q3, 2025 Results on Nov 12, 2025Oponeo.pl S.A. announced that they will report Q3, 2025 results on Nov 12, 2025
Buy Or Sell Opportunity • Aug 29Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.1% to zł90.20. The fair value is estimated to be zł114, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 41%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 8.6% per annum over the same time period.
Price Target Changed • Aug 28Price target increased by 8.8% to zł108Up from zł99.50, the current price target is an average from 2 analysts. New target price is 18% above last closing price of zł91.40. Stock is up 18% over the past year. The company is forecast to post earnings per share of zł8.12 for next year compared to zł6.41 last year.
Reported Earnings • Aug 18Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: zł591.2m (up 14% from 2Q 2024). Net income: zł24.0m (up 6.0% from 2Q 2024). Profit margin: 4.1% (down from 4.3% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Specialty Retail industry in Europe.
分析記事 • May 29Impressive Earnings May Not Tell The Whole Story For Oponeo.pl (WSE:OPN)Oponeo.pl S.A.'s ( WSE:OPN ) robust earnings report didn't manage to move the market for its stock. Our analysis...
New Risk • May 23New 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 (32% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
Reported Earnings • May 23First quarter 2025 earnings releasedFirst quarter 2025 results: Revenue: zł385.3m (up 14% from 1Q 2024). Net income: zł3.0k (down 99% from 1Q 2024). Profit margin: 0% (down from 0.1% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Specialty Retail industry in Poland. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • May 12Upcoming dividend of zł4.00 per shareEligible shareholders must have bought the stock before 19 May 2025. Payment date: 23 May 2025. Payout ratio is a comfortable 61% and the cash payout ratio is 84%. Trailing yield: 4.9%. Lower than top quartile of Polish dividend payers (7.0%). Higher than average of industry peers (3.4%).
Major Estimate Revision • May 07Consensus EPS estimates increase by 21%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from zł2.30b to zł2.37b. EPS estimate increased from zł6.61 to zł8.00 per share. Net income forecast to grow 6.2% next year vs 42% growth forecast for Specialty Retail industry in Poland. Consensus price target up from zł92.00 to zł99.67. Share price was steady at zł103 over the past week.
お知らせ • Apr 17+ 1 more updateOponeo.pl S.A., Annual General Meeting, May 14, 2025Oponeo.pl S.A., Annual General Meeting, May 14, 2025.
Reported Earnings • Apr 17Full year 2024 earnings released: EPS: zł6.41 (vs zł3.91 in FY 2023)Full year 2024 results: EPS: zł6.41 (up from zł3.91 in FY 2023). Revenue: zł2.11b (up 13% from FY 2023). Net income: zł84.7m (up 56% from FY 2023). Profit margin: 4.0% (up from 2.9% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Specialty Retail industry in Poland. Over the last 3 years on average, earnings per share has increased by 27% per year and the company’s share price has also increased by 27% per year.
分析記事 • Feb 28There's Reason For Concern Over Oponeo.pl S.A.'s (WSE:OPN) Massive 29% Price JumpOponeo.pl S.A. ( WSE:OPN ) shareholders have had their patience rewarded with a 29% share price jump in the last month...
分析記事 • Dec 20Oponeo.pl (WSE:OPN) Knows How To Allocate Capital EffectivelyThere are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
Major Estimate Revision • Nov 24Consensus EPS estimates increase by 27%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from zł2.08b to zł2.06b. EPS estimate rose from zł4.72 to zł6.01. Net income forecast to shrink 22% next year vs 32% growth forecast for Specialty Retail industry in Poland . Consensus price target up from zł84.70 to zł92.00. Share price rose 4.5% to zł83.80 over the past week.
New Risk • Nov 17New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 50% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (50% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Nov 10Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: zł381.0m (up 18% from 3Q 2023). Net income: zł6.55m (up zł23.5m from 3Q 2023). Profit margin: 1.7% (up from net loss in 3Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Specialty Retail industry in Poland. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • Aug 25Consensus EPS estimates increase by 12%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from zł2.11b to zł2.08b. EPS estimate rose from zł4.22 to zł4.72. Net income forecast to shrink 12% next year vs 32% growth forecast for Specialty Retail industry in Poland . Consensus price target up from zł65.80 to zł77.05. Share price rose 9.3% to zł79.80 over the past week.
New Risk • Aug 23New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 42% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (42% net debt to equity). Share price has been volatile over the past 3 months (7.7% average weekly change).
Buy Or Sell Opportunity • Aug 21Now 20% undervaluedOver the last 90 days, the stock has risen 20% to zł73.20. The fair value is estimated to be zł91.98, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 8.5%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 3.9% per annum over the same time period.
Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: zł2.43 (vs zł0.83 in 2Q 2023)Second quarter 2024 results: EPS: zł2.43 (up from zł0.83 in 2Q 2023). Revenue: zł531.1m (up 6.8% from 2Q 2023). Net income: zł23.7m (up 105% from 2Q 2023). Profit margin: 4.5% (up from 2.3% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Specialty Retail industry in Poland. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 9% per year.
分析記事 • Aug 07Oponeo.pl (WSE:OPN) Is Looking To Continue Growing Its Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Upcoming Dividend • Jun 11Upcoming dividend of zł1.80 per shareEligible shareholders must have bought the stock before 18 June 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Polish dividend payers (7.7%). In line with average of industry peers (2.2%).
分析記事 • May 31Oponeo.pl's (WSE:OPN) Earnings May Just Be The Starting PointOponeo.pl S.A. ( WSE:OPN ) recently posted some strong earnings, and the market responded positively. We have done some...
Valuation Update With 7 Day Price Move • May 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to zł71.00, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 12x in the Specialty Retail industry in Europe. Total returns to shareholders of 51% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł40.71 per share.
分析記事 • May 30Market Participants Recognise Oponeo.pl S.A.'s (WSE:OPN) Earnings Pushing Shares 27% HigherDespite an already strong run, Oponeo.pl S.A. ( WSE:OPN ) shares have been powering on, with a gain of 27% in the last...
お知らせ • May 19Oponeo.pl S.A., Annual General Meeting, Jun 13, 2024Oponeo.pl S.A., Annual General Meeting, Jun 13, 2024.
お知らせ • May 15Oponeo.pl Recommends Dividend for 2023, Payable on June 24, 2024Oponeo.pl management board recommends PLN 20.2 million (EUR 4.73 mln), which amounts to PLN 1.8 (EUR 0.42) per share dividend payout from the company's 2023 net profit. The date by which the list of shareholders entitled to dividends for the year is proposed to be June 19, with the dividend pay out date being June 24, 2024. In 2023, the company paid a dividend of PLN 2 (EUR 0.47) per share from 2022 net profit amounting to PLN 27.5 million (EUR 6.44 mln) total.
New Risk • May 04New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 40% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (40% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • May 02Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: zł4.05 (up from zł2.92 in FY 2022). Revenue: zł1.87b (up 10% from FY 2022). Net income: zł54.5m (up 34% from FY 2022). Profit margin: 2.9% (up from 2.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 40%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Specialty Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 5% per year and the company’s share price has also increased by 5% per year.
お知らせ • Jan 09Oponeo.pl S.A. to Report Fiscal Year 2023 Results on Apr 29, 2024Oponeo.pl S.A. announced that they will report fiscal year 2023 results at 5:30 PM, Central European Standard Time on Apr 29, 2024
お知らせ • Jan 07Oponeo.pl S.A. to Report Fiscal Year 2023 Results on Mar 29, 2024Oponeo.pl S.A. announced that they will report fiscal year 2023 results on Mar 29, 2024
お知らせ • Jan 06+ 2 more updatesOponeo.pl S.A. to Report Q3, 2024 Results on Nov 07, 2024Oponeo.pl S.A. announced that they will report Q3, 2024 results on Nov 07, 2024
Reported Earnings • Nov 09Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: zł323.5m (up 1.6% from 3Q 2022). Net loss: zł17.0m (loss widened 128% from 3Q 2022). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Specialty Retail industry in Europe.
Valuation Update With 7 Day Price Move • Oct 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to zł42.90, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Specialty Retail industry in Europe. Total returns to shareholders of 43% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł36.43 per share.
分析記事 • Oct 07Investors Will Want Oponeo.pl's (WSE:OPN) Growth In ROCE To PersistIf 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...
Reported Earnings • Aug 21Second quarter 2023 earnings released: EPS: zł0.98 (vs zł0.53 in 2Q 2022)Second quarter 2023 results: EPS: zł0.98 (up from zł0.53 in 2Q 2022). Revenue: zł497.2m (up 20% from 2Q 2022). Net income: zł11.6m (up 56% from 2Q 2022). Profit margin: 2.3% (up from 1.8% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Specialty Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Jul 03Price target increased by 23% to zł46.60Up from zł38.00, the current price target is an average from 2 analysts. New target price is 7.6% above last closing price of zł43.30. Stock is up 1.9% over the past year. The company is forecast to post earnings per share of zł3.41 for next year compared to zł2.92 last year.
Upcoming Dividend • May 18Upcoming dividend of zł1.40 per share at 3.2% yieldEligible shareholders must have bought the stock before 25 May 2023. Payment date: 05 June 2023. Payout ratio is a comfortable 48% but the company is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of Polish dividend payers (7.4%). Higher than average of industry peers (2.7%).
Reported Earnings • Apr 08Full year 2022 earnings released: EPS: zł2.92 (vs zł4.51 in FY 2021)Full year 2022 results: EPS: zł2.92 (down from zł4.51 in FY 2021). Revenue: zł1.70b (up 12% from FY 2021). Net income: zł40.7m (down 35% from FY 2021). Profit margin: 2.4% (down from 4.1% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Specialty Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 28% per year whereas the company’s share price has increased by 31% per year.
お知らせ • Jan 12+ 3 more updatesOponeo.pl S.A. to Report Q1, 2023 Results on May 24, 2023Oponeo.pl S.A. announced that they will report Q1, 2023 results on May 24, 2023
分析記事 • Nov 27Estimating The Intrinsic Value Of Oponeo.pl S.A. (WSE:OPN)How far off is Oponeo.pl S.A. ( WSE:OPN ) from its intrinsic value? Using the most recent financial data, we'll take a...
Price Target Changed • Nov 16Price target decreased to zł51.70Down from zł58.45, the current price target is an average from 2 analysts. New target price is 53% above last closing price of zł33.80. Stock is down 51% over the past year. The company is forecast to post earnings per share of zł2.00 for next year compared to zł4.51 last year.
Reported Earnings • Nov 12Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: zł318.5m (up 31% from 3Q 2021). Net loss: zł7.45m (loss widened 89% from 3Q 2021). Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Online Retail industry in Europe.
Buying Opportunity • Oct 27Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be zł42.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 43%. For the next 3 years, revenue is forecast to grow by 8.9% per annum. Earnings is also forecast to grow by 2.1% per annum over the same time period.
分析記事 • Oct 06Is It Too Late To Consider Buying Oponeo.pl S.A. (WSE:OPN)?While Oponeo.pl S.A. ( WSE:OPN ) might not be the most widely known stock at the moment, it saw a double-digit share...
Major Estimate Revision • Sep 09Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from zł1.59b to zł1.61b. EPS estimate fell from zł2.61 to zł2.00 per share. Net income forecast to shrink 38% next year vs 4.0% growth forecast for Online Retail industry in Poland . Consensus price target down from zł58.45 to zł51.70. Share price was steady at zł35.80 over the past week.
Buying Opportunity • Jun 10Now 21% undervaluedOver the last 90 days, the stock is up 2.6%. The fair value is estimated to be zł59.16, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 47%. For the next 3 years, revenue is forecast to grow by 5.2% per annum. Earnings is forecast to decline by 7.3% per annum over the same time period.
お知らせ • Jun 01OPONEO.PL S.A. agreed to acquire OPONEO Brandhouse sp. z o.o..OPONEO.PL S.A. agreed to acquire OPONEO Brandhouse sp. z o.o. on May 30, 2022. The Company and the Acquired Company signed the merger plan agreed pursuant to Article 517 § 1 of the Commercial Companies Code. The merger will be carried out without amending the Company's Articles of Association and increasing the Company's share capital.
Reported Earnings • May 26First quarter 2022 earnings: Revenues exceed analyst expectationsFirst quarter 2022 results: Revenue: zł275.9m (up 8.4% from 1Q 2021). Net loss: zł2.76m (loss widened 15% from 1Q 2021). Revenue exceeded analyst estimates by 11%. Over the next year, revenue is forecast to grow 5.7%, compared to a 42% growth forecast for the industry in Poland.
Buying Opportunity • May 25Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be zł57.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 43%. For the next 3 years, revenue is forecast to grow by 5.2% per annum. Earnings is forecast to decline by 7.8% per annum over the same time period.
Upcoming Dividend • May 10Upcoming dividend of zł1.20 per shareEligible shareholders must have bought the stock before 17 May 2022. Payment date: 26 May 2022. Trailing yield: 2.7%. Lower than top quartile of Polish dividend payers (8.2%). Higher than average of industry peers (0.5%).
Price Target Changed • Apr 27Price target increased to zł69.00Up from zł35.65, the current price target is provided by 1 analyst. New target price is 41% above last closing price of zł48.90. Stock is down 6.7% over the past year. The company is forecast to post earnings per share of zł3.44 for next year compared to zł4.51 last year.
お知らせ • Apr 16Oponeo.pl S.A., Annual General Meeting, May 11, 2022Oponeo.pl S.A., Annual General Meeting, May 11, 2022, at 12:00 Central European Standard Time.
Reported Earnings • Apr 10Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: zł4.51 (up from zł2.30 in FY 2020). Revenue: zł1.51b (up 42% from FY 2020). Net income: zł62.8m (up 96% from FY 2020). Profit margin: 4.1% (up from 3.0% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 100%. Earnings per share (EPS) also missed analyst estimates by 100%. Over the next year, revenue is forecast to stay flat compared to a 39% growth forecast for the retail industry in Poland. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
分析記事 • Apr 06Oponeo.pl (WSE:OPN) Hasn't Managed To Accelerate Its ReturnsIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
分析記事 • Feb 24Oponeo.pl (WSE:OPN) Seems To Use Debt Quite SensiblyDavid 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 • Dec 27A Look At The Intrinsic Value Of Oponeo.pl S.A. (WSE:OPN)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Oponeo.pl S.A...
Reported Earnings • Nov 12Third quarter 2021 earnings releasedThe company reported a solid third quarter result with improved revenues and control over costs, although losses were not reduced. Third quarter 2021 results: Revenue: zł242.3m (up 32% from 3Q 2020). Net loss: zł3.94m (flat on 3Q 2020). Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Sep 01With EPS Growth And More, Oponeo.pl (WSE:OPN) Is InterestingIt's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...
Upcoming Dividend • Jul 06Upcoming dividend of zł1.00 per shareEligible shareholders must have bought the stock before 13 July 2021. Payment date: 20 July 2021. Trailing yield: 0.2%. Lower than top quartile of Polish dividend payers (5.7%). In line with average of industry peers (0.3%).
分析記事 • Jun 14There's Been No Shortage Of Growth Recently For Oponeo.pl's (WSE:OPN) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improved over the past weekAfter last week's 20% share price gain to zł51.00, the stock trades at a trailing P/E ratio of 25.8x. Average trailing P/E is 28x in the Online Retail industry in Poland. Total returns to shareholders of 28% over the past three years.
分析記事 • Mar 23Should You Be Adding Oponeo.pl (WSE:OPN) To Your Watchlist Today?Some 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 • Mar 05These 4 Measures Indicate That Oponeo.pl (WSE:OPN) Is Using Debt SafelyDavid 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 18Does Oponeo.pl (WSE:OPN) Have The Makings Of A Multi-Bagger?If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 • Feb 03If You Had Bought Oponeo.pl (WSE:OPN) Stock Five Years Ago, You Could Pocket A 83% Gain TodayWhen we invest, we're generally looking for stocks that outperform the market average. And in our experience, buying...
お知らせ • Jan 25+ 3 more updatesOponeo.pl S.A. to Report Q1, 2021 Results on May 20, 2021Oponeo.pl S.A. announced that they will report Q1, 2021 results on May 20, 2021
分析記事 • Jan 19Is Oponeo.pl S.A.'s(WSE:OPN) Recent Stock Performance Tethered To Its Strong Fundamentals?Oponeo.pl (WSE:OPN) has had a great run on the share market with its stock up by a significant 30% over the last three...
Is New 90 Day High Low • Jan 08New 90-day high: zł44.90The company is up 56% from its price of zł28.70 on 09 October 2020. The Polish market is up 19% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 38% over the same period.
分析記事 • Jan 06Do Insiders Own Lots Of Shares In Oponeo.pl S.A. (WSE:OPN)?If you want to know who really controls Oponeo.pl S.A. ( WSE:OPN ), then you'll have to look at the makeup of its share...
Is New 90 Day High Low • Dec 23New 90-day high: zł42.00The company is up 32% from its price of zł31.90 on 24 September 2020. The Polish market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 28% over the same period.
分析記事 • Dec 23Should You Be Adding Oponeo.pl (WSE:OPN) To Your Watchlist Today?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Valuation Update With 7 Day Price Move • Dec 09Market bids up stock over the past weekAfter last week's 16% share price gain to zł39.00, the stock is trading at a trailing P/E ratio of 19.8x, up from the previous P/E ratio of 17x. This compares to an average P/E of 35x in the Online Retail industry in Europe. Total return to shareholders over the past three years is a loss of 2.0%.
Is New 90 Day High Low • Dec 08New 90-day high: zł37.90The company is up 18% from its price of zł32.00 on 09 September 2020. The Polish market is up 12% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Online Retail industry, which is up 19% over the same period.
分析記事 • Dec 08Oponeo.pl (WSE:OPN) Is Growing Earnings But Are They A Good Guide?Broadly speaking, profitable businesses are less risky than unprofitable ones. However, sometimes companies receive a...
分析記事 • Nov 23Oponeo.pl (WSE:OPN) Has A Rock Solid Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Is New 90 Day High Low • Oct 05New 90-day low: zł29.30The company is down 8.0% from its price of zł31.80 on 07 July 2020. The Polish market is down 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 20% over the same period.