View Financial HealthAsseco Business Solutions 配当と自社株買い配当金 基準チェック /56Asseco Business Solutionsは配当を支払う会社で、現在の利回りは3.54%ですが、利益によって十分にカバーされています。次の支払い日は 16th June, 2026で、権利落ち日は5th June, 2026 。主要情報3.5%配当利回り1.0%バイバック利回り総株主利回り4.6%将来の配当利回り3.5%配当成長11.8%次回配当支払日16 Jun 26配当落ち日05 Jun 26一株当たり配当金n/a配当性向88%最近の配当と自社株買いの更新Upcoming Dividend • May 14Upcoming dividend of zł3.30 per shareEligible shareholders must have bought the stock before 21 May 2025. Payment date: 05 June 2025. Payout ratio and cash payout ratio are on the higher end at 95% and 87% respectively. Trailing yield: 3.6%. Lower than top quartile of Polish dividend payers (7.0%). Higher than average of industry peers (2.9%).Upcoming Dividend • Jun 27Upcoming dividend of zł2.60 per shareEligible shareholders must have bought the stock before 04 July 2024. Payment date: 16 July 2024. Payout ratio and cash payout ratio are on the higher end at 88% and 81% respectively. Trailing yield: 4.2%. Lower than top quartile of Polish dividend payers (7.8%). Higher than average of industry peers (3.8%).Upcoming Dividend • May 31Upcoming dividend of zł2.30 per share at 5.6% yieldEligible shareholders must have bought the stock before 07 June 2023. Payment date: 21 June 2023. Payout ratio and cash payout ratio are on the higher end at 87% and 84% respectively. Trailing yield: 5.6%. Lower than top quartile of Polish dividend payers (7.3%). Higher than average of industry peers (3.6%).Upcoming Dividend • Jun 02Upcoming dividend of zł2.12 per shareEligible shareholders must have bought the stock before 09 June 2022. Payment date: 23 June 2022. Payout ratio and cash payout ratio are on the higher end at 87% and 76% respectively. Trailing yield: 5.2%. Lower than top quartile of Polish dividend payers (7.9%). Higher than average of industry peers (4.0%).Upcoming Dividend • Jun 10Upcoming dividend of zł2.00 per shareEligible shareholders must have bought the stock before 17 June 2021. Payment date: 29 June 2021. Trailing yield: 5.4%. Lower than top quartile of Polish dividend payers (5.7%). Higher than average of industry peers (3.7%).すべての更新を表示Recent updatesお知らせ • May 01Asseco Business Solutions S.A., Annual General Meeting, May 27, 2026Asseco Business Solutions S.A., Annual General Meeting, May 27, 2026, at 11:00 Central European Standard Time.Buy Or Sell Opportunity • Apr 21Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to zł77.20. The fair value is estimated to be zł96.79, 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 15%.Buy Or Sell Opportunity • Mar 20Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.4% to zł77.00. The fair value is estimated to be zł96.51, 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 15%.Reported Earnings • Mar 09Full year 2025 earnings released: EPS: zł4.03 (vs zł3.46 in FY 2024)Full year 2025 results: EPS: zł4.03 (up from zł3.46 in FY 2024). Revenue: zł476.8m (up 11% from FY 2024). Net income: zł132.9m (up 16% from FY 2024). Profit margin: 28% (up from 27% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Software 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 increased by 25% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Feb 25Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.0% to zł78.40. The fair value is estimated to be zł98.20, 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 14%.お知らせ • Jan 28+ 3 more updatesAsseco Business Solutions S.A. to Report Fiscal Year 2025 Results on Mar 04, 2026Asseco Business Solutions S.A. announced that they will report fiscal year 2025 results on Mar 04, 2026Reported Earnings • Oct 31Third quarter 2025 earnings released: EPS: zł1.00 (vs zł0.83 in 3Q 2024)Third quarter 2025 results: EPS: zł1.00 (up from zł0.83 in 3Q 2024). Revenue: zł115.8m (up 14% from 3Q 2024). Net income: zł33.1m (up 20% from 3Q 2024). Profit margin: 29% (up from 27% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Software industry in Poland. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 07Second quarter 2025 earnings released: EPS: zł0.68 (vs zł0.69 in 2Q 2024)Second quarter 2025 results: EPS: zł0.68 (down from zł0.69 in 2Q 2024). Revenue: zł105.6m (up 4.0% from 2Q 2024). Net income: zł22.3m (down 3.3% from 2Q 2024). Profit margin: 21% (down from 23% in 2Q 2024). 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 7.4% growth forecast for the Software industry in Poland. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 19%After last week's 19% share price gain to zł88.00, the stock trades at a trailing P/E ratio of 24.3x. Average forward P/E is 23x in the Software industry in Poland. Total returns to shareholders of 181% over the past three years.分析記事 • Jun 18Here's What Asseco Business Solutions' (WSE:ABS) Strong Returns On Capital MeanIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...Upcoming Dividend • May 14Upcoming dividend of zł3.30 per shareEligible shareholders must have bought the stock before 21 May 2025. Payment date: 05 June 2025. Payout ratio and cash payout ratio are on the higher end at 95% and 87% respectively. Trailing yield: 3.6%. Lower than top quartile of Polish dividend payers (7.0%). Higher than average of industry peers (2.9%).分析記事 • May 08Subdued Growth No Barrier To Asseco Business Solutions S.A. (WSE:ABS) With Shares Advancing 29%Asseco Business Solutions S.A. ( WSE:ABS ) shares have continued their recent momentum with a 29% gain in the last...New Risk • May 06New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 95% Dividend yield: 3.0% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Reported Earnings • May 05First quarter 2025 earnings released: EPS: zł0.87 (vs zł0.72 in 1Q 2024)First quarter 2025 results: EPS: zł0.87 (up from zł0.72 in 1Q 2024). Revenue: zł108.1m (up 8.3% from 1Q 2024). Net income: zł28.4m (up 18% from 1Q 2024). Profit margin: 26% (up from 24% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Software industry in Poland. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Apr 22Shareholders Will Probably Hold Off On Increasing Asseco Business Solutions S.A.'s (WSE:ABS) CEO Compensation For The Time BeingKey Insights Asseco Business Solutions' Annual General Meeting to take place on 29th of April Salary of zł420.0k is...分析記事 • Apr 20Is Now The Time To Put Asseco Business Solutions (WSE:ABS) On Your Watchlist?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...お知らせ • Apr 15+ 2 more updatesAsseco Business Solutions S.A. to Report First Half, 2025 Results on Aug 05, 2025Asseco Business Solutions S.A. announced that they will report first half, 2025 results on Aug 05, 2025Buy Or Sell Opportunity • Apr 06Now 20% undervaluedOver the last 90 days, the stock has risen 17% to zł70.40. The fair value is estimated to be zł88.22, 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 11%.お知らせ • Apr 04Asseco Business Solutions S.A., Annual General Meeting, Apr 29, 2025Asseco Business Solutions S.A., Annual General Meeting, Apr 29, 2025.Price Target Changed • Mar 19Price target increased by 32% to zł75.00Up from zł57.00, the current price target is provided by 1 analyst. New target price is 8.4% above last closing price of zł69.20. Stock is up 28% over the past year. The company posted earnings per share of zł3.46 last year.Reported Earnings • Mar 06Full year 2024 earnings released: EPS: zł3.46 (vs zł2.84 in FY 2023)Full year 2024 results: EPS: zł3.46 (up from zł2.84 in FY 2023). Revenue: zł428.8m (up 13% from FY 2023). Net income: zł115.0m (up 21% from FY 2023). Profit margin: 27% (up from 25% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.3% p.a. on average during the next 2 years, compared to a 7.7% growth forecast for the Software industry in Poland. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Oct 27Third quarter 2024 earnings released: EPS: zł0.83 (vs zł0.77 in 3Q 2023)Third quarter 2024 results: EPS: zł0.83 (up from zł0.77 in 3Q 2023). Revenue: zł101.6m (up 4.1% from 3Q 2023). Net income: zł27.7m (up 7.4% from 3Q 2023). Profit margin: 27% (in line with 3Q 2023). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Software industry in Poland. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 10% per year.Reported Earnings • Aug 04Second quarter 2024 earnings released: EPS: zł0.69 (vs zł0.58 in 2Q 2023)Second quarter 2024 results: EPS: zł0.69 (up from zł0.58 in 2Q 2023). Revenue: zł101.5m (up 16% from 2Q 2023). Net income: zł23.1m (up 19% from 2Q 2023). Profit margin: 23% (in line with 2Q 2023). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Software industry in Poland. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 14% per year.Buy Or Sell Opportunity • Jul 22Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.3% to zł54.40. The fair value is estimated to be zł69.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 8.0%.Upcoming Dividend • Jun 27Upcoming dividend of zł2.60 per shareEligible shareholders must have bought the stock before 04 July 2024. Payment date: 16 July 2024. Payout ratio and cash payout ratio are on the higher end at 88% and 81% respectively. Trailing yield: 4.2%. Lower than top quartile of Polish dividend payers (7.8%). Higher than average of industry peers (3.8%).Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: zł0.72 (vs zł0.61 in 1Q 2023)First quarter 2024 results: EPS: zł0.72 (up from zł0.61 in 1Q 2023). Revenue: zł99.8m (up 12% from 1Q 2023). Net income: zł24.0m (up 18% from 1Q 2023). Profit margin: 24% (up from 23% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Software industry in Poland. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Mar 25Now 21% undervaluedOver the last 90 days, the stock has risen 5.5% to zł52.00. The fair value is estimated to be zł66.06, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 7.3%.Reported Earnings • Mar 03Full year 2023 earnings released: EPS: zł2.84 (vs zł2.55 in FY 2022)Full year 2023 results: EPS: zł2.84 (up from zł2.55 in FY 2022). Revenue: zł380.5m (up 12% from FY 2022). Net income: zł95.0m (up 11% from FY 2022). Profit margin: 25% (in line with FY 2022). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Software industry in Poland. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 12% per year.Buy Or Sell Opportunity • Feb 15Now 22% undervaluedOver the last 90 days, the stock has risen 10% to zł51.00. The fair value is estimated to be zł65.60, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Earnings per share has grown by 6.9%.Price Target Changed • Jan 27Price target increased by 14% to zł55.00Up from zł48.30, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of zł53.60. Stock is up 48% over the past year. The company posted earnings per share of zł2.55 last year.お知らせ • Jan 19+ 3 more updatesAsseco Business Solutions S.A. to Report Q2, 2024 Results on Aug 01, 2024Asseco Business Solutions S.A. announced that they will report Q2, 2024 results on Aug 01, 2024お知らせ • Dec 14Asseco Business Solutions Appoints Wojciech Barczentewicz as CEOAsseco Business Solutions' supervisory board appointed Wojciech Barczentewicz as the new CEO.Price Target Changed • Nov 21Price target increased by 12% to zł48.30Up from zł43.30, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of zł46.40. Stock is up 46% over the past year. The company posted earnings per share of zł2.55 last year.Reported Earnings • Oct 30Third quarter 2023 earnings released: EPS: zł0.77 (vs zł0.64 in 3Q 2022)Third quarter 2023 results: EPS: zł0.77 (up from zł0.64 in 3Q 2022). Revenue: zł97.6m (up 18% from 3Q 2022). Net income: zł25.8m (up 21% from 3Q 2022). Profit margin: 26% (in line with 3Q 2022). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Software industry in Poland. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 11% per year.Buying Opportunity • Oct 24Now 20% undervaluedOver the last 90 days, the stock is up 4.7%. The fair value is estimated to be zł52.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.8% over the last 3 years. Earnings per share has grown by 6.0%.Reported Earnings • Aug 06Second quarter 2023 earnings released: EPS: zł0.58 (vs zł0.51 in 2Q 2022)Second quarter 2023 results: EPS: zł0.58 (up from zł0.51 in 2Q 2022). Revenue: zł87.5m (up 12% from 2Q 2022). Net income: zł19.5m (up 13% from 2Q 2022). Profit margin: 22% (in line with 2Q 2022). Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Software industry in Poland. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 7% per year.Price Target Changed • Jul 17Price target increased by 8.8% to zł43.30Up from zł39.80, the current price target is an average from 2 analysts. New target price is 5.9% above last closing price of zł40.90. Stock is up 6.2% over the past year. The company posted earnings per share of zł2.55 last year.Upcoming Dividend • May 31Upcoming dividend of zł2.30 per share at 5.6% yieldEligible shareholders must have bought the stock before 07 June 2023. Payment date: 21 June 2023. Payout ratio and cash payout ratio are on the higher end at 87% and 84% respectively. Trailing yield: 5.6%. Lower than top quartile of Polish dividend payers (7.3%). Higher than average of industry peers (3.6%).お知らせ • May 09Asseco Business Solutions S.A., Annual General Meeting, May 31, 2023Asseco Business Solutions S.A., Annual General Meeting, May 31, 2023, at 12:30 Central European Standard Time.Reported Earnings • Mar 06Full year 2022 earnings released: EPS: zł2.55 (vs zł2.41 in FY 2021)Full year 2022 results: EPS: zł2.55 (up from zł2.41 in FY 2021). Revenue: zł338.5m (up 10% from FY 2021). Net income: zł85.3m (up 5.8% from FY 2021). Profit margin: 25% (down from 26% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Software industry in Poland. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 7% per year.分析記事 • Mar 04Shareholders Would Enjoy A Repeat Of Asseco Business Solutions' (WSE:ABS) Recent Growth In ReturnsWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...お知らせ • Jan 20+ 3 more updatesAsseco Business Solutions S.A. to Report First Half, 2023 Results on Aug 03, 2023Asseco Business Solutions S.A. announced that they will report first half, 2023 results on Aug 03, 2023Buying Opportunity • Dec 21Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 5.6%. The fair value is estimated to be zł40.92, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has grown by 6.6%.Price Target Changed • Nov 30Price target decreased to zł35.70Down from zł42.00, the current price target is an average from 2 analysts. New target price is 16% above last closing price of zł30.80. Stock is down 22% over the past year. The company posted earnings per share of zł2.41 last year.分析記事 • Nov 26Asseco Business Solutions (WSE:ABS) Knows How To Allocate Capital EffectivelyWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improved over the past weekAfter last week's 17% share price gain to zł33.80, the stock trades at a trailing P/E ratio of 13.3x. Average forward P/E is 23x in the Software industry in Poland. Total returns to shareholders of 43% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł46.43 per share.Reported Earnings • Oct 30Third quarter 2022 earnings released: EPS: zł0.64 (vs zł0.56 in 3Q 2021)Third quarter 2022 results: EPS: zł0.64 (up from zł0.56 in 3Q 2021). Revenue: zł82.8m (up 11% from 3Q 2021). Net income: zł21.3m (up 14% from 3Q 2021). Profit margin: 26% (in line with 3Q 2021). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in Poland. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 05Second quarter 2022 earnings released: EPS: zł0.51 (vs zł0.50 in 2Q 2021)Second quarter 2022 results: EPS: zł0.51 (up from zł0.50 in 2Q 2021). Revenue: zł78.1m (up 11% from 2Q 2021). Net income: zł17.2m (up 3.5% from 2Q 2021). Profit margin: 22% (down from 24% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 6.9%, compared to a 29% growth forecast for the 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 13% per year.Buying Opportunity • Jun 30Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 6.1%. The fair value is estimated to be zł50.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.6% over the last 3 years. Earnings per share has grown by 8.6%.Buying Opportunity • Jun 09Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 7.2%. The fair value is estimated to be zł50.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.6% over the last 3 years. Earnings per share has grown by 8.6%.Upcoming Dividend • Jun 02Upcoming dividend of zł2.12 per shareEligible shareholders must have bought the stock before 09 June 2022. Payment date: 23 June 2022. Payout ratio and cash payout ratio are on the higher end at 87% and 76% respectively. Trailing yield: 5.2%. Lower than top quartile of Polish dividend payers (7.9%). Higher than average of industry peers (4.0%).Buying Opportunity • May 18Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be zł50.49, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.6% over the last 3 years. Earnings per share has grown by 8.6%.Reported Earnings • May 01First quarter 2022 earnings released: EPS: zł0.53 (vs zł0.49 in 1Q 2021)First quarter 2022 results: EPS: zł0.53 (up from zł0.49 in 1Q 2021). Revenue: zł77.0m (up 6.2% from 1Q 2021). Net income: zł17.6m (up 7.6% from 1Q 2021). Profit margin: 23% (in line with 1Q 2021). Over the next year, revenue is forecast to grow 6.6%, compared to a 19% growth forecast for the industry in Poland. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 12% per year.Buying Opportunity • May 01Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be zł51.14, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.6% over the last 3 years. Earnings per share has grown by 8.6%.分析記事 • Mar 08Estimating The Intrinsic Value Of Asseco Business Solutions S.A. (WSE:ABS)Does the March share price for Asseco Business Solutions S.A. ( WSE:ABS ) reflect what it's really worth? Today, we...Reported Earnings • Mar 04Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: zł2.41 (up from zł2.29 in FY 2020). Revenue: zł307.4m (up 9.0% from FY 2020). Net income: zł80.6m (up 5.6% from FY 2020). Profit margin: 26% (in line with FY 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 10% per year.Buying Opportunity • Feb 14Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 3.9%. The fair value is estimated to be zł49.58, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.0% per annum over the last 3 years. Earnings per share has grown by 10% per annum over the last 3 years.Buying Opportunity • Jan 24Now 22% undervaluedOver the last 90 days, the stock is up 6.8%. The fair value is estimated to be zł50.72, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.0% per annum over the last 3 years. Earnings per share has grown by 10% per annum over the last 3 years.Reported Earnings • Oct 27Third quarter 2021 earnings released: EPS zł0.56 (vs zł0.47 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: zł74.7m (up 17% from 3Q 2020). Net income: zł18.8m (up 19% from 3Q 2020). Profit margin: 25% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 03Second quarter 2021 earnings released: EPS zł0.50 (vs zł0.47 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: zł70.3m (up 9.2% from 2Q 2020). Net income: zł16.6m (up 5.7% from 2Q 2020). Profit margin: 24% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has increased by 11% per year and the company’s share price has also increased by 11% per year.Upcoming Dividend • Jun 10Upcoming dividend of zł2.00 per shareEligible shareholders must have bought the stock before 17 June 2021. Payment date: 29 June 2021. Trailing yield: 5.4%. Lower than top quartile of Polish dividend payers (5.7%). Higher than average of industry peers (3.7%).分析記事 • May 04We Think Asseco Business Solutions' (WSE:ABS) Healthy Earnings Might Be ConservativeAsseco Business Solutions S.A.'s ( WSE:ABS ) recent earnings report didn't offer any surprises, with the shares...Reported Earnings • Apr 30First quarter 2021 earnings released: EPS zł0.49 (vs zł0.46 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2021 results: Revenue: zł72.5m (up 8.4% from 1Q 2020). Net income: zł16.4m (up 5.4% from 1Q 2020). Profit margin: 23% (in line with 1Q 2020). Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 10% per year.分析記事 • Apr 28If You Like EPS Growth Then Check Out Asseco Business Solutions (WSE:ABS) Before It's Too LateIt's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...分析記事 • Mar 21Did You Participate In Any Of Asseco Business Solutions' (WSE:ABS) Fantastic 160% Return ?The worst result, after buying shares in a company (assuming no leverage), would be if you lose all the money you put...分析記事 • Mar 06Here's What You Should Know About Asseco Business Solutions S.A.'s (WSE:ABS) 5.2% Dividend YieldCould Asseco Business Solutions S.A. ( WSE:ABS ) be an attractive dividend share to own for the long haul? Investors...分析記事 • Feb 18Is Asseco Business Solutions S.A.'s (WSE:ABS) Shareholder Ownership Skewed Towards Insiders?The big shareholder groups in Asseco Business Solutions S.A. ( WSE:ABS ) have power over the company. Insiders often...分析記事 • Feb 04An Intrinsic Calculation For Asseco Business Solutions S.A. (WSE:ABS) Suggests It's 30% UndervaluedHow far off is Asseco Business Solutions S.A. ( WSE:ABS ) from its intrinsic value? Using the most recent financial...お知らせ • Jan 29+ 2 more updatesAsseco Business Solutions S.A. to Report Q1, 2021 Results on Apr 27, 2021Asseco Business Solutions S.A. announced that they will report Q1, 2021 results on Apr 27, 2021分析記事 • Jan 20I Built A List Of Growing Companies And Asseco Business Solutions (WSE:ABS) Made The CutLike a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...Price Target Changed • Jan 19Price target raised to zł38.60Up from zł30.65, the current price target is provided by 1 analyst. The new target price is close to the current share price of zł38.80. As of last close, the stock is up 26% over the past year.Is New 90 Day High Low • Jan 04New 90-day high: zł37.60The company is up 8.0% from its price of zł34.80 on 06 October 2020. The Polish market is up 12% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Software industry, which is up 3.0% over the same period.分析記事 • Dec 27Asseco Business Solutions S.A.'s (WSE:ABS) Stock Been Rising: Are Strong Financials Guiding The Market?Asseco Business Solutions' (WSE:ABS) stock is up by 3.5% over the past month. Since the market usually pay for a...Is New 90 Day High Low • Dec 18New 90-day high: zł36.20The company is up 2.0% from its price of zł35.40 on 18 September 2020. The Polish market is up 11% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Software industry, which is flat over the same period.分析記事 • Dec 13Did You Participate In Any Of Asseco Business Solutions' (WSE:ABS) Fantastic 192% Return ?When you buy shares in a company, it's worth keeping in mind the possibility that it could fail, and you could lose...分析記事 • Nov 21Would Asseco Business Solutions S.A. (WSE:ABS) Be Valuable To Income Investors?Is Asseco Business Solutions S.A. (WSE:ABS) a good dividend stock? How can we tell? Dividend paying companies with...Reported Earnings • Oct 30Third quarter earnings releasedOver the last 12 months the company has reported total profits of zł75.2m, up 17% from the prior year. Total revenue was zł278.1m over the last 12 months, up 6.6% from the prior year.お知らせ • Oct 05Asseco Business Solutions SA to Report First Half, 2010 Results on 08/19/2010Asseco Business Solutions SA announced that they will report first half 2, 2010 results on 08/19/2010配当金の支払いについて今日May 22 2026配当落ち日Jun 05 2026配当支払日Jun 16 202611 days 配当落ちから次の14 days 、次の配当を受け取るために購入する。決済の安定と成長配当データの取得安定した配当: ABSの1株当たり配当金は過去10年間安定しています。増加する配当: ABSの配当金は過去10年間にわたって増加しています。配当利回り対市場Asseco Business Solutions 配当利回り対市場ABS 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (ABS)3.5%市場下位25% (PL)2.7%市場トップ25% (PL)7.3%業界平均 (Software)2.7%アナリスト予想 (ABS) (最長3年)3.5%注目すべき配当: ABSの配当金 ( 3.54% ) はPolish市場の配当金支払者の下位 25% ( 2.68% ) よりも高くなっています。高配当: ABSの配当金 ( 3.54% ) はPolish市場の配当金支払者の上位 25% ( 7.33% ) と比較すると低いです。株主への利益配当収益カバレッジ: 現在の配当性向（ 87.5% ）では、 ABSの支払いは利益によってカバーされています。株主配当金キャッシュフローカバレッジ: ABSは合理的な 現金配当性向 ( 63.2% ) を備えているため、配当金の支払いはキャッシュフローによって賄われます。高配当企業の発掘7D1Y7D1Y7D1YPL 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 10:36終値2026/05/21 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Asseco Business Solutions 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。6 アナリスト機関Kamil KliszczBiuro maklerskie mBankuPawel SzpigielBiuro maklerskie mBankuBeata Szparaga-WasniewskaBiuro maklerskie mBanku3 その他のアナリストを表示
Upcoming Dividend • May 14Upcoming dividend of zł3.30 per shareEligible shareholders must have bought the stock before 21 May 2025. Payment date: 05 June 2025. Payout ratio and cash payout ratio are on the higher end at 95% and 87% respectively. Trailing yield: 3.6%. Lower than top quartile of Polish dividend payers (7.0%). Higher than average of industry peers (2.9%).
Upcoming Dividend • Jun 27Upcoming dividend of zł2.60 per shareEligible shareholders must have bought the stock before 04 July 2024. Payment date: 16 July 2024. Payout ratio and cash payout ratio are on the higher end at 88% and 81% respectively. Trailing yield: 4.2%. Lower than top quartile of Polish dividend payers (7.8%). Higher than average of industry peers (3.8%).
Upcoming Dividend • May 31Upcoming dividend of zł2.30 per share at 5.6% yieldEligible shareholders must have bought the stock before 07 June 2023. Payment date: 21 June 2023. Payout ratio and cash payout ratio are on the higher end at 87% and 84% respectively. Trailing yield: 5.6%. Lower than top quartile of Polish dividend payers (7.3%). Higher than average of industry peers (3.6%).
Upcoming Dividend • Jun 02Upcoming dividend of zł2.12 per shareEligible shareholders must have bought the stock before 09 June 2022. Payment date: 23 June 2022. Payout ratio and cash payout ratio are on the higher end at 87% and 76% respectively. Trailing yield: 5.2%. Lower than top quartile of Polish dividend payers (7.9%). Higher than average of industry peers (4.0%).
Upcoming Dividend • Jun 10Upcoming dividend of zł2.00 per shareEligible shareholders must have bought the stock before 17 June 2021. Payment date: 29 June 2021. Trailing yield: 5.4%. Lower than top quartile of Polish dividend payers (5.7%). Higher than average of industry peers (3.7%).
お知らせ • May 01Asseco Business Solutions S.A., Annual General Meeting, May 27, 2026Asseco Business Solutions S.A., Annual General Meeting, May 27, 2026, at 11:00 Central European Standard Time.
Buy Or Sell Opportunity • Apr 21Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to zł77.20. The fair value is estimated to be zł96.79, 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 15%.
Buy Or Sell Opportunity • Mar 20Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.4% to zł77.00. The fair value is estimated to be zł96.51, 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 15%.
Reported Earnings • Mar 09Full year 2025 earnings released: EPS: zł4.03 (vs zł3.46 in FY 2024)Full year 2025 results: EPS: zł4.03 (up from zł3.46 in FY 2024). Revenue: zł476.8m (up 11% from FY 2024). Net income: zł132.9m (up 16% from FY 2024). Profit margin: 28% (up from 27% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Software 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 increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Feb 25Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.0% to zł78.40. The fair value is estimated to be zł98.20, 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 14%.
お知らせ • Jan 28+ 3 more updatesAsseco Business Solutions S.A. to Report Fiscal Year 2025 Results on Mar 04, 2026Asseco Business Solutions S.A. announced that they will report fiscal year 2025 results on Mar 04, 2026
Reported Earnings • Oct 31Third quarter 2025 earnings released: EPS: zł1.00 (vs zł0.83 in 3Q 2024)Third quarter 2025 results: EPS: zł1.00 (up from zł0.83 in 3Q 2024). Revenue: zł115.8m (up 14% from 3Q 2024). Net income: zł33.1m (up 20% from 3Q 2024). Profit margin: 29% (up from 27% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Software industry in Poland. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 07Second quarter 2025 earnings released: EPS: zł0.68 (vs zł0.69 in 2Q 2024)Second quarter 2025 results: EPS: zł0.68 (down from zł0.69 in 2Q 2024). Revenue: zł105.6m (up 4.0% from 2Q 2024). Net income: zł22.3m (down 3.3% from 2Q 2024). Profit margin: 21% (down from 23% in 2Q 2024). 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 7.4% growth forecast for the Software industry in Poland. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 19%After last week's 19% share price gain to zł88.00, the stock trades at a trailing P/E ratio of 24.3x. Average forward P/E is 23x in the Software industry in Poland. Total returns to shareholders of 181% over the past three years.
分析記事 • Jun 18Here's What Asseco Business Solutions' (WSE:ABS) Strong Returns On Capital MeanIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...
Upcoming Dividend • May 14Upcoming dividend of zł3.30 per shareEligible shareholders must have bought the stock before 21 May 2025. Payment date: 05 June 2025. Payout ratio and cash payout ratio are on the higher end at 95% and 87% respectively. Trailing yield: 3.6%. Lower than top quartile of Polish dividend payers (7.0%). Higher than average of industry peers (2.9%).
分析記事 • May 08Subdued Growth No Barrier To Asseco Business Solutions S.A. (WSE:ABS) With Shares Advancing 29%Asseco Business Solutions S.A. ( WSE:ABS ) shares have continued their recent momentum with a 29% gain in the last...
New Risk • May 06New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 95% Dividend yield: 3.0% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Reported Earnings • May 05First quarter 2025 earnings released: EPS: zł0.87 (vs zł0.72 in 1Q 2024)First quarter 2025 results: EPS: zł0.87 (up from zł0.72 in 1Q 2024). Revenue: zł108.1m (up 8.3% from 1Q 2024). Net income: zł28.4m (up 18% from 1Q 2024). Profit margin: 26% (up from 24% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Software industry in Poland. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Apr 22Shareholders Will Probably Hold Off On Increasing Asseco Business Solutions S.A.'s (WSE:ABS) CEO Compensation For The Time BeingKey Insights Asseco Business Solutions' Annual General Meeting to take place on 29th of April Salary of zł420.0k is...
分析記事 • Apr 20Is Now The Time To Put Asseco Business Solutions (WSE:ABS) On Your Watchlist?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
お知らせ • Apr 15+ 2 more updatesAsseco Business Solutions S.A. to Report First Half, 2025 Results on Aug 05, 2025Asseco Business Solutions S.A. announced that they will report first half, 2025 results on Aug 05, 2025
Buy Or Sell Opportunity • Apr 06Now 20% undervaluedOver the last 90 days, the stock has risen 17% to zł70.40. The fair value is estimated to be zł88.22, 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 11%.
お知らせ • Apr 04Asseco Business Solutions S.A., Annual General Meeting, Apr 29, 2025Asseco Business Solutions S.A., Annual General Meeting, Apr 29, 2025.
Price Target Changed • Mar 19Price target increased by 32% to zł75.00Up from zł57.00, the current price target is provided by 1 analyst. New target price is 8.4% above last closing price of zł69.20. Stock is up 28% over the past year. The company posted earnings per share of zł3.46 last year.
Reported Earnings • Mar 06Full year 2024 earnings released: EPS: zł3.46 (vs zł2.84 in FY 2023)Full year 2024 results: EPS: zł3.46 (up from zł2.84 in FY 2023). Revenue: zł428.8m (up 13% from FY 2023). Net income: zł115.0m (up 21% from FY 2023). Profit margin: 27% (up from 25% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.3% p.a. on average during the next 2 years, compared to a 7.7% growth forecast for the Software industry in Poland. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Oct 27Third quarter 2024 earnings released: EPS: zł0.83 (vs zł0.77 in 3Q 2023)Third quarter 2024 results: EPS: zł0.83 (up from zł0.77 in 3Q 2023). Revenue: zł101.6m (up 4.1% from 3Q 2023). Net income: zł27.7m (up 7.4% from 3Q 2023). Profit margin: 27% (in line with 3Q 2023). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Software industry in Poland. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 10% per year.
Reported Earnings • Aug 04Second quarter 2024 earnings released: EPS: zł0.69 (vs zł0.58 in 2Q 2023)Second quarter 2024 results: EPS: zł0.69 (up from zł0.58 in 2Q 2023). Revenue: zł101.5m (up 16% from 2Q 2023). Net income: zł23.1m (up 19% from 2Q 2023). Profit margin: 23% (in line with 2Q 2023). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Software industry in Poland. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 14% per year.
Buy Or Sell Opportunity • Jul 22Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.3% to zł54.40. The fair value is estimated to be zł69.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 8.0%.
Upcoming Dividend • Jun 27Upcoming dividend of zł2.60 per shareEligible shareholders must have bought the stock before 04 July 2024. Payment date: 16 July 2024. Payout ratio and cash payout ratio are on the higher end at 88% and 81% respectively. Trailing yield: 4.2%. Lower than top quartile of Polish dividend payers (7.8%). Higher than average of industry peers (3.8%).
Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: zł0.72 (vs zł0.61 in 1Q 2023)First quarter 2024 results: EPS: zł0.72 (up from zł0.61 in 1Q 2023). Revenue: zł99.8m (up 12% from 1Q 2023). Net income: zł24.0m (up 18% from 1Q 2023). Profit margin: 24% (up from 23% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Software industry in Poland. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Mar 25Now 21% undervaluedOver the last 90 days, the stock has risen 5.5% to zł52.00. The fair value is estimated to be zł66.06, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 7.3%.
Reported Earnings • Mar 03Full year 2023 earnings released: EPS: zł2.84 (vs zł2.55 in FY 2022)Full year 2023 results: EPS: zł2.84 (up from zł2.55 in FY 2022). Revenue: zł380.5m (up 12% from FY 2022). Net income: zł95.0m (up 11% from FY 2022). Profit margin: 25% (in line with FY 2022). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Software industry in Poland. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 12% per year.
Buy Or Sell Opportunity • Feb 15Now 22% undervaluedOver the last 90 days, the stock has risen 10% to zł51.00. The fair value is estimated to be zł65.60, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Earnings per share has grown by 6.9%.
Price Target Changed • Jan 27Price target increased by 14% to zł55.00Up from zł48.30, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of zł53.60. Stock is up 48% over the past year. The company posted earnings per share of zł2.55 last year.
お知らせ • Jan 19+ 3 more updatesAsseco Business Solutions S.A. to Report Q2, 2024 Results on Aug 01, 2024Asseco Business Solutions S.A. announced that they will report Q2, 2024 results on Aug 01, 2024
お知らせ • Dec 14Asseco Business Solutions Appoints Wojciech Barczentewicz as CEOAsseco Business Solutions' supervisory board appointed Wojciech Barczentewicz as the new CEO.
Price Target Changed • Nov 21Price target increased by 12% to zł48.30Up from zł43.30, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of zł46.40. Stock is up 46% over the past year. The company posted earnings per share of zł2.55 last year.
Reported Earnings • Oct 30Third quarter 2023 earnings released: EPS: zł0.77 (vs zł0.64 in 3Q 2022)Third quarter 2023 results: EPS: zł0.77 (up from zł0.64 in 3Q 2022). Revenue: zł97.6m (up 18% from 3Q 2022). Net income: zł25.8m (up 21% from 3Q 2022). Profit margin: 26% (in line with 3Q 2022). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Software industry in Poland. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 11% per year.
Buying Opportunity • Oct 24Now 20% undervaluedOver the last 90 days, the stock is up 4.7%. The fair value is estimated to be zł52.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.8% over the last 3 years. Earnings per share has grown by 6.0%.
Reported Earnings • Aug 06Second quarter 2023 earnings released: EPS: zł0.58 (vs zł0.51 in 2Q 2022)Second quarter 2023 results: EPS: zł0.58 (up from zł0.51 in 2Q 2022). Revenue: zł87.5m (up 12% from 2Q 2022). Net income: zł19.5m (up 13% from 2Q 2022). Profit margin: 22% (in line with 2Q 2022). Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Software industry in Poland. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 7% per year.
Price Target Changed • Jul 17Price target increased by 8.8% to zł43.30Up from zł39.80, the current price target is an average from 2 analysts. New target price is 5.9% above last closing price of zł40.90. Stock is up 6.2% over the past year. The company posted earnings per share of zł2.55 last year.
Upcoming Dividend • May 31Upcoming dividend of zł2.30 per share at 5.6% yieldEligible shareholders must have bought the stock before 07 June 2023. Payment date: 21 June 2023. Payout ratio and cash payout ratio are on the higher end at 87% and 84% respectively. Trailing yield: 5.6%. Lower than top quartile of Polish dividend payers (7.3%). Higher than average of industry peers (3.6%).
お知らせ • May 09Asseco Business Solutions S.A., Annual General Meeting, May 31, 2023Asseco Business Solutions S.A., Annual General Meeting, May 31, 2023, at 12:30 Central European Standard Time.
Reported Earnings • Mar 06Full year 2022 earnings released: EPS: zł2.55 (vs zł2.41 in FY 2021)Full year 2022 results: EPS: zł2.55 (up from zł2.41 in FY 2021). Revenue: zł338.5m (up 10% from FY 2021). Net income: zł85.3m (up 5.8% from FY 2021). Profit margin: 25% (down from 26% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Software industry in Poland. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 7% per year.
分析記事 • Mar 04Shareholders Would Enjoy A Repeat Of Asseco Business Solutions' (WSE:ABS) Recent Growth In ReturnsWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...
お知らせ • Jan 20+ 3 more updatesAsseco Business Solutions S.A. to Report First Half, 2023 Results on Aug 03, 2023Asseco Business Solutions S.A. announced that they will report first half, 2023 results on Aug 03, 2023
Buying Opportunity • Dec 21Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 5.6%. The fair value is estimated to be zł40.92, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has grown by 6.6%.
Price Target Changed • Nov 30Price target decreased to zł35.70Down from zł42.00, the current price target is an average from 2 analysts. New target price is 16% above last closing price of zł30.80. Stock is down 22% over the past year. The company posted earnings per share of zł2.41 last year.
分析記事 • Nov 26Asseco Business Solutions (WSE:ABS) Knows How To Allocate Capital EffectivelyWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improved over the past weekAfter last week's 17% share price gain to zł33.80, the stock trades at a trailing P/E ratio of 13.3x. Average forward P/E is 23x in the Software industry in Poland. Total returns to shareholders of 43% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł46.43 per share.
Reported Earnings • Oct 30Third quarter 2022 earnings released: EPS: zł0.64 (vs zł0.56 in 3Q 2021)Third quarter 2022 results: EPS: zł0.64 (up from zł0.56 in 3Q 2021). Revenue: zł82.8m (up 11% from 3Q 2021). Net income: zł21.3m (up 14% from 3Q 2021). Profit margin: 26% (in line with 3Q 2021). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in Poland. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 05Second quarter 2022 earnings released: EPS: zł0.51 (vs zł0.50 in 2Q 2021)Second quarter 2022 results: EPS: zł0.51 (up from zł0.50 in 2Q 2021). Revenue: zł78.1m (up 11% from 2Q 2021). Net income: zł17.2m (up 3.5% from 2Q 2021). Profit margin: 22% (down from 24% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 6.9%, compared to a 29% growth forecast for the 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 13% per year.
Buying Opportunity • Jun 30Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 6.1%. The fair value is estimated to be zł50.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.6% over the last 3 years. Earnings per share has grown by 8.6%.
Buying Opportunity • Jun 09Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 7.2%. The fair value is estimated to be zł50.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.6% over the last 3 years. Earnings per share has grown by 8.6%.
Upcoming Dividend • Jun 02Upcoming dividend of zł2.12 per shareEligible shareholders must have bought the stock before 09 June 2022. Payment date: 23 June 2022. Payout ratio and cash payout ratio are on the higher end at 87% and 76% respectively. Trailing yield: 5.2%. Lower than top quartile of Polish dividend payers (7.9%). Higher than average of industry peers (4.0%).
Buying Opportunity • May 18Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be zł50.49, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.6% over the last 3 years. Earnings per share has grown by 8.6%.
Reported Earnings • May 01First quarter 2022 earnings released: EPS: zł0.53 (vs zł0.49 in 1Q 2021)First quarter 2022 results: EPS: zł0.53 (up from zł0.49 in 1Q 2021). Revenue: zł77.0m (up 6.2% from 1Q 2021). Net income: zł17.6m (up 7.6% from 1Q 2021). Profit margin: 23% (in line with 1Q 2021). Over the next year, revenue is forecast to grow 6.6%, compared to a 19% growth forecast for the industry in Poland. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 12% per year.
Buying Opportunity • May 01Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be zł51.14, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.6% over the last 3 years. Earnings per share has grown by 8.6%.
分析記事 • Mar 08Estimating The Intrinsic Value Of Asseco Business Solutions S.A. (WSE:ABS)Does the March share price for Asseco Business Solutions S.A. ( WSE:ABS ) reflect what it's really worth? Today, we...
Reported Earnings • Mar 04Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: zł2.41 (up from zł2.29 in FY 2020). Revenue: zł307.4m (up 9.0% from FY 2020). Net income: zł80.6m (up 5.6% from FY 2020). Profit margin: 26% (in line with FY 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 10% per year.
Buying Opportunity • Feb 14Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 3.9%. The fair value is estimated to be zł49.58, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.0% per annum over the last 3 years. Earnings per share has grown by 10% per annum over the last 3 years.
Buying Opportunity • Jan 24Now 22% undervaluedOver the last 90 days, the stock is up 6.8%. The fair value is estimated to be zł50.72, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.0% per annum over the last 3 years. Earnings per share has grown by 10% per annum over the last 3 years.
Reported Earnings • Oct 27Third quarter 2021 earnings released: EPS zł0.56 (vs zł0.47 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: zł74.7m (up 17% from 3Q 2020). Net income: zł18.8m (up 19% from 3Q 2020). Profit margin: 25% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 03Second quarter 2021 earnings released: EPS zł0.50 (vs zł0.47 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: zł70.3m (up 9.2% from 2Q 2020). Net income: zł16.6m (up 5.7% from 2Q 2020). Profit margin: 24% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has increased by 11% per year and the company’s share price has also increased by 11% per year.
Upcoming Dividend • Jun 10Upcoming dividend of zł2.00 per shareEligible shareholders must have bought the stock before 17 June 2021. Payment date: 29 June 2021. Trailing yield: 5.4%. Lower than top quartile of Polish dividend payers (5.7%). Higher than average of industry peers (3.7%).
分析記事 • May 04We Think Asseco Business Solutions' (WSE:ABS) Healthy Earnings Might Be ConservativeAsseco Business Solutions S.A.'s ( WSE:ABS ) recent earnings report didn't offer any surprises, with the shares...
Reported Earnings • Apr 30First quarter 2021 earnings released: EPS zł0.49 (vs zł0.46 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2021 results: Revenue: zł72.5m (up 8.4% from 1Q 2020). Net income: zł16.4m (up 5.4% from 1Q 2020). Profit margin: 23% (in line with 1Q 2020). Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 10% per year.
分析記事 • Apr 28If You Like EPS Growth Then Check Out Asseco Business Solutions (WSE:ABS) Before It's Too LateIt's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...
分析記事 • Mar 21Did You Participate In Any Of Asseco Business Solutions' (WSE:ABS) Fantastic 160% Return ?The worst result, after buying shares in a company (assuming no leverage), would be if you lose all the money you put...
分析記事 • Mar 06Here's What You Should Know About Asseco Business Solutions S.A.'s (WSE:ABS) 5.2% Dividend YieldCould Asseco Business Solutions S.A. ( WSE:ABS ) be an attractive dividend share to own for the long haul? Investors...
分析記事 • Feb 18Is Asseco Business Solutions S.A.'s (WSE:ABS) Shareholder Ownership Skewed Towards Insiders?The big shareholder groups in Asseco Business Solutions S.A. ( WSE:ABS ) have power over the company. Insiders often...
分析記事 • Feb 04An Intrinsic Calculation For Asseco Business Solutions S.A. (WSE:ABS) Suggests It's 30% UndervaluedHow far off is Asseco Business Solutions S.A. ( WSE:ABS ) from its intrinsic value? Using the most recent financial...
お知らせ • Jan 29+ 2 more updatesAsseco Business Solutions S.A. to Report Q1, 2021 Results on Apr 27, 2021Asseco Business Solutions S.A. announced that they will report Q1, 2021 results on Apr 27, 2021
分析記事 • Jan 20I Built A List Of Growing Companies And Asseco Business Solutions (WSE:ABS) Made The CutLike a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...
Price Target Changed • Jan 19Price target raised to zł38.60Up from zł30.65, the current price target is provided by 1 analyst. The new target price is close to the current share price of zł38.80. As of last close, the stock is up 26% over the past year.
Is New 90 Day High Low • Jan 04New 90-day high: zł37.60The company is up 8.0% from its price of zł34.80 on 06 October 2020. The Polish market is up 12% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Software industry, which is up 3.0% over the same period.
分析記事 • Dec 27Asseco Business Solutions S.A.'s (WSE:ABS) Stock Been Rising: Are Strong Financials Guiding The Market?Asseco Business Solutions' (WSE:ABS) stock is up by 3.5% over the past month. Since the market usually pay for a...
Is New 90 Day High Low • Dec 18New 90-day high: zł36.20The company is up 2.0% from its price of zł35.40 on 18 September 2020. The Polish market is up 11% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Software industry, which is flat over the same period.
分析記事 • Dec 13Did You Participate In Any Of Asseco Business Solutions' (WSE:ABS) Fantastic 192% Return ?When you buy shares in a company, it's worth keeping in mind the possibility that it could fail, and you could lose...
分析記事 • Nov 21Would Asseco Business Solutions S.A. (WSE:ABS) Be Valuable To Income Investors?Is Asseco Business Solutions S.A. (WSE:ABS) a good dividend stock? How can we tell? Dividend paying companies with...
Reported Earnings • Oct 30Third quarter earnings releasedOver the last 12 months the company has reported total profits of zł75.2m, up 17% from the prior year. Total revenue was zł278.1m over the last 12 months, up 6.6% from the prior year.
お知らせ • Oct 05Asseco Business Solutions SA to Report First Half, 2010 Results on 08/19/2010Asseco Business Solutions SA announced that they will report first half 2, 2010 results on 08/19/2010