View Past PerformanceCloud Technologies バランスシートの健全性財務の健全性 基準チェック /66Cloud Technologiesの総株主資本はPLN79.1M 、総負債はPLN20.9Kで、負債比率は0.03%となります。総資産と総負債はそれぞれPLN90.1MとPLN11.0Mです。 Cloud Technologiesの EBIT はPLN12.9Mで、利息カバレッジ比率-41.3です。現金および短期投資はPLN8.4Mです。主要情報0.026%負債資本比率zł20.86k負債インタレスト・カバレッジ・レシオ-41.3x現金zł8.38mエクイティzł79.07m負債合計zł11.02m総資産zł90.09m財務の健全性に関する最新情報更新なしすべての更新を表示Recent updatesValuation Update With 7 Day Price Move • May 21Investor sentiment improves as stock rises 17%After last week's 17% share price gain to zł74.00, the stock trades at a trailing P/E ratio of 34.9x. Average trailing P/E is 15x in the Software industry in Poland. Total loss to shareholders of 6.0% over the past three years.Declared Dividend • May 14Dividend reduced to zł1.10Dividend of zł1.10 is 12% lower than last year. Ex-date: 18th June 2026 Payment date: 26th June 2026 Dividend yield will be 1.7%, which is lower than the industry average of 4.2%. Sustainability & Growth Dividend is not adequately covered by earnings (92% earnings payout ratio). However, it is well covered by cash flows (47% cash payout ratio). The dividend has increased by an average of 7.7% per year over the past 3 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 2.2% to bring the payout ratio under control, which is less than the 70% EPS growth achieved over the last 5 years.お知らせ • May 13Cloud Technologies S.A., Annual General Meeting, Jun 08, 2026Cloud Technologies S.A., Annual General Meeting, Jun 08, 2026, at 12:00 Central European Standard Time.Reported Earnings • Apr 16Full year 2025 earnings released: EPS: zł1.86 (vs zł2.92 in FY 2024)Full year 2025 results: EPS: zł1.86 (down from zł2.92 in FY 2024). Revenue: zł50.7m (up 7.9% from FY 2024). Net income: zł9.27m (down 29% from FY 2024). Profit margin: 18% (down from 28% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improves as stock rises 19%After last week's 19% share price gain to zł79.00, the stock trades at a trailing P/E ratio of 58.2x. Average trailing P/E is 24x in the Software industry in Poland. Total returns to shareholders of 133% over the past three years.分析記事 • Jan 03Earnings Not Telling The Story For Cloud Technologies S.A. (WSE:CLD) After Shares Rise 28%Despite an already strong run, Cloud Technologies S.A. ( WSE:CLD ) shares have been powering on, with a gain of 28% in...Valuation Update With 7 Day Price Move • Dec 23Investor sentiment improves as stock rises 19%After last week's 19% share price gain to zł66.20, the stock trades at a trailing P/E ratio of 48.7x. Average trailing P/E is 23x in the Software industry in Poland. Total returns to shareholders of 96% over the past three years.New Risk • Dec 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Polish stocks, typically moving 6.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.2% average weekly change). Profit margins are more than 30% lower than last year (13% net profit margin). Market cap is less than US$100m (zł247.8m market cap, or US$69.0m).分析記事 • Oct 28Cloud Technologies S.A.'s (WSE:CLD) Share Price Not Quite Adding UpWhen close to half the companies in Poland have price-to-earnings ratios (or "P/E's") below 13x, you may consider Cloud...Valuation Update With 7 Day Price Move • Oct 27Investor sentiment improves as stock rises 21%After last week's 21% share price gain to zł58.00, the stock trades at a trailing P/E ratio of 38.8x. Average trailing P/E is 18x in the Software industry in Poland. Total returns to shareholders of 113% over the past three years.Reported Earnings • Sep 16Second quarter 2025 earnings released: zł0.04 loss per share (vs zł0.74 profit in 2Q 2024)Second quarter 2025 results: zł0.04 loss per share (down from zł0.74 profit in 2Q 2024). Revenue: zł11.9m (down 1.1% from 2Q 2024). Net loss: zł215.0k (down 106% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.お知らせ • Aug 21Cloud Technologies S.A. to Report First Half, 2025 Results on Sep 15, 2025Cloud Technologies S.A. announced that they will report first half, 2025 results on Sep 15, 2025Upcoming Dividend • Jun 11Upcoming dividend of zł1.25 per shareEligible shareholders must have bought the stock before 18 June 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Polish dividend payers (7.2%). In line with average of industry peers (2.9%).Reported Earnings • May 28First quarter 2025 earnings released: EPS: zł0.01 (vs zł0.57 in 1Q 2024)First quarter 2025 results: EPS: zł0.01 (down from zł0.57 in 1Q 2024). Revenue: zł10.7m (down 2.3% from 1Q 2024). Net income: zł66.3k (down 97% from 1Q 2024). Profit margin: 0.6% (down from 23% in 1Q 2024). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.分析記事 • May 16Cloud Technologies (WSE:CLD) Has Affirmed Its Dividend Of PLN1.25The board of Cloud Technologies S.A. ( WSE:CLD ) has announced that it will pay a dividend on the 27th of June, with...Declared Dividend • May 15Dividend of zł1.25 announcedDividend of zł1.25 is the same as last year. Ex-date: 18th June 2025 Payment date: 27th June 2025 Dividend yield will be 2.3%, which is lower than the industry average of 4.2%. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 12% per year over the past 2 years and payments have been stable during that time. Earnings per share has grown by 39% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • May 13Cloud Technologies S.A., Annual General Meeting, Jun 09, 2025Cloud Technologies S.A., Annual General Meeting, Jun 09, 2025.分析記事 • May 01Cloud Technologies S.A.'s (WSE:CLD) 36% Price Boost Is Out Of Tune With EarningsThe Cloud Technologies S.A. ( WSE:CLD ) share price has done very well over the last month, posting an excellent gain...Buy Or Sell Opportunity • Apr 30Now 38% overvalued after recent price riseOver the last 90 days, the stock has risen 37% to zł57.80. The fair value is estimated to be zł41.93, however this is not to be taken as a sell recommendation but rather should be used as a guide only.Valuation Update With 7 Day Price Move • Apr 28Investor sentiment improves as stock rises 16%After last week's 16% share price gain to zł49.90, the stock trades at a trailing P/E ratio of 17.1x. Average trailing P/E is 17x in the Software industry in Poland. Total returns to shareholders of 35% over the past three years.Reported Earnings • Apr 11Full year 2024 earnings released: EPS: zł2.63 (vs zł1.97 in FY 2023)Full year 2024 results: EPS: zł2.63 (up from zł1.97 in FY 2023). Revenue: zł47.0m (down 14% from FY 2023). Net income: zł13.1m (up 50% from FY 2023). Profit margin: 28% (up from 16% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.New Risk • Apr 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Polish stocks, typically moving 7.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.5% average weekly change). Market cap is less than US$100m (zł196.4m market cap, or US$51.7m).Buy Or Sell Opportunity • Mar 26Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.4% to zł41.20. The fair value is estimated to be zł51.63, however this is not to be taken as a buy recommendation but rather should be used as a guide only.Buy Or Sell Opportunity • Mar 03Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 24% to zł41.80. The fair value is estimated to be zł52.75, however this is not to be taken as a buy recommendation but rather should be used as a guide only.分析記事 • Jan 05A Look At The Intrinsic Value Of Cloud Technologies S.A. (WSE:CLD)Key Insights The projected fair value for Cloud Technologies is zł56.15 based on 2 Stage Free Cash Flow to Equity Cloud...分析記事 • Dec 07Cloud Technologies S.A.'s (WSE:CLD) 30% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/ERatioThe Cloud Technologies S.A. ( WSE:CLD ) share price has fared very poorly over the last month, falling by a substantial...Buy Or Sell Opportunity • Dec 06Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 32% to zł44.60. The fair value is estimated to be zł56.42, however this is not to be taken as a buy recommendation but rather should be used as a guide only.Valuation Update With 7 Day Price Move • Dec 05Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to zł50.00, the stock trades at a trailing P/E ratio of 22.7x. Average trailing P/E is 16x in the Software industry in Poland. Total returns to shareholders of 91% over the past three years.分析記事 • Dec 03Cloud Technologies' (WSE:CLD) Solid Earnings Have Been Accounted For ConservativelyThe market seemed underwhelmed by last week's earnings announcement from Cloud Technologies S.A. ( WSE:CLD ) despite...Reported Earnings • Nov 26Third quarter 2024 earnings released: EPS: zł0.38 (vs zł0.63 in 3Q 2023)Third quarter 2024 results: EPS: zł0.38 (down from zł0.63 in 3Q 2023). Revenue: zł11.6m (down 13% from 3Q 2023). Net income: zł1.91m (down 40% from 3Q 2023). Profit margin: 16% (down from 24% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 37% per year, which means it is well ahead of earnings.Reported Earnings • Sep 17Second quarter 2024 earnings released: EPS: zł0.74 (vs zł0.29 in 2Q 2023)Second quarter 2024 results: EPS: zł0.74 (up from zł0.29 in 2Q 2023). Revenue: zł12.0m (down 17% from 2Q 2023). Net income: zł3.70m (up 157% from 2Q 2023). Profit margin: 31% (up from 9.9% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 18Cloud Technologies S.A. (WSE:CLD) agreed to acquire Nordic Data Resources As for NOK 19.1 million.Cloud Technologies S.A. (WSE:CLD) agreed to acquire Nordic Data Resources As for NOK 19.1 million on July 17, 2024. NDR will continue to be led by an existing shareholder who is also a co-founder.Upcoming Dividend • Jun 13Upcoming dividend of zł1.25 per shareEligible shareholders must have bought the stock before 20 June 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 70% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Polish dividend payers (7.7%). Lower than average of industry peers (3.8%).分析記事 • Jun 03Cloud Technologies' (WSE:CLD) Soft Earnings Are Actually Better Than They AppearShareholders appeared unconcerned with Cloud Technologies S.A.'s ( WSE:CLD ) lackluster earnings report last week. We...Reported Earnings • May 29First quarter 2024 earnings released: EPS: zł0.51 (vs zł0.48 in 1Q 2023)First quarter 2024 results: EPS: zł0.51 (up from zł0.48 in 1Q 2023). Revenue: zł11.0m (down 21% from 1Q 2023). Net income: zł2.54m (up 5.2% from 1Q 2023). Profit margin: 23% (up from 17% in 1Q 2023). The increase in margin was driven by lower expenses. 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 45% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 15Cloud Technologies S.A., Annual General Meeting, Jun 10, 2024Cloud Technologies S.A., Annual General Meeting, Jun 10, 2024.New Risk • Apr 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Polish stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.1% average weekly change). Profit margins are more than 30% lower than last year (16% net profit margin). Market cap is less than US$100m (zł311.9m market cap, or US$77.5m).Valuation Update With 7 Day Price Move • Apr 22Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to zł60.00, the stock trades at a trailing P/E ratio of 30.5x. Average trailing P/E is 21x in the Software industry in Poland. Total returns to shareholders of 199% over the past three years.Reported Earnings • Apr 17Full year 2023 earnings released: EPS: zł1.76 (vs zł2.55 in FY 2022)Full year 2023 results: EPS: zł1.76 (down from zł2.55 in FY 2022). Revenue: zł54.7m (up 8.6% from FY 2022). Net income: zł8.78m (down 31% from FY 2022). Profit margin: 16% (down from 25% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Mar 16Cloud Technologies S.A. (WSE:CLD) Stock Rockets 27% As Investors Are Less Pessimistic Than ExpectedCloud Technologies S.A. ( WSE:CLD ) shareholders would be excited to see that the share price has had a great month...分析記事 • Mar 13Returns On Capital At Cloud Technologies (WSE:CLD) Have Hit The BrakesDid you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...Valuation Update With 7 Day Price Move • Mar 12Investor sentiment improves as stock rises 21%After last week's 21% share price gain to zł74.20, the stock trades at a trailing P/E ratio of 35.7x. Average trailing P/E is 25x in the Software industry in Poland. Total returns to shareholders of 368% over the past three years.お知らせ • Jan 17+ 3 more updatesCloud Technologies S.A. to Report Q3, 2024 Results on Nov 25, 2024Cloud Technologies S.A. announced that they will report Q3, 2024 results on Nov 25, 2024Reported Earnings • Nov 29Third quarter 2023 earnings released: EPS: zł0.63 (vs zł0.90 in 3Q 2022)Third quarter 2023 results: EPS: zł0.63 (down from zł0.90 in 3Q 2022). Revenue: zł13.4m (up 9.0% from 3Q 2022). Net income: zł3.17m (down 30% from 3Q 2022). Profit margin: 24% (down from 37% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has increased by 68% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Nov 29Cloud Technologies (WSE:CLD) Might Be Having Difficulty Using Its Capital EffectivelyIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...New Risk • Nov 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Polish stocks, typically moving 9.2% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.2% average weekly change). High level of non-cash earnings (22% accrual ratio). Minor Risk Market cap is less than US$100m (zł334.4m market cap, or US$80.5m).Valuation Update With 7 Day Price Move • Oct 26Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to zł73.20, the stock trades at a trailing P/E ratio of 30.9x. Average trailing P/E is 23x in the Software industry in Poland. Total returns to shareholders of 457% over the past three years.New Risk • Sep 29New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 22% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (22% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (8.4% average weekly change). Market cap is less than US$100m (zł397.6m market cap, or US$90.7m).Reported Earnings • Sep 27Second quarter 2023 earnings released: EPS: zł0.29 (vs zł0.71 in 2Q 2022)Second quarter 2023 results: EPS: zł0.29 (down from zł0.71 in 2Q 2022). Revenue: zł14.5m (up 23% from 2Q 2022). Net income: zł1.44m (down 60% from 2Q 2022). Profit margin: 9.9% (down from 30% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has increased by 91% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Sep 09Here's Why We Think Cloud Technologies (WSE:CLD) Is Well Worth WatchingThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...分析記事 • Aug 18Investors Could Be Concerned With Cloud Technologies' (WSE:CLD) Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...Valuation Update With 7 Day Price Move • Jul 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to zł86.60, the stock trades at a trailing P/E ratio of 30.6x. Average trailing P/E is 22x in the Software industry in Poland. Total returns to shareholders of 622% over the past three years.分析記事 • Jul 01Estimating The Fair Value Of Cloud Technologies S.A. (WSE:CLD)Key Insights The projected fair value for Cloud Technologies is zł79.99 based on 2 Stage Free Cash Flow to Equity With...分析記事 • May 17Do Cloud Technologies' (WSE:CLD) Earnings Warrant Your Attention?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Valuation Update With 7 Day Price Move • May 17Investor sentiment improves as stock rises 21%After last week's 21% share price gain to zł76.00, the stock trades at a trailing P/E ratio of 28.5x. Average trailing P/E is 25x in the Software industry in Poland. Total returns to shareholders of 983% over the past three years.Valuation Update With 7 Day Price Move • Apr 26Investor sentiment improves as stock rises 18%After last week's 18% share price gain to zł65.00, the stock trades at a trailing P/E ratio of 24.4x. Average trailing P/E is 23x in the Software industry in Poland. Total returns to shareholders of 845% over the past three years.Reported Earnings • Apr 19Full year 2022 earnings released: EPS: zł2.55 (vs zł1.93 in FY 2021)Full year 2022 results: EPS: zł2.55 (up from zł1.93 in FY 2021). Revenue: zł50.4m (down 8.6% from FY 2021). Net income: zł12.8m (up 40% from FY 2021). Profit margin: 25% (up from 17% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 100% per year whereas the company’s share price has increased by 101% per year.Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 20%After last week's 20% share price gain to zł44.40, the stock trades at a trailing P/E ratio of 17.9x. Average trailing P/E is 24x in the Software industry in Poland. Total returns to shareholders of 621% over the past three years.分析記事 • Feb 09Does Cloud Technologies (WSE:CLD) Deserve A Spot 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 • Feb 03+ 3 more updatesCloud Technologies S.A. to Report Q3, 2023 Results on Nov 27, 2023Cloud Technologies S.A. announced that they will report Q3, 2023 results on Nov 27, 2023分析記事 • Nov 09If EPS Growth Is Important To You, Cloud Technologies (WSE:CLD) Presents An OpportunityThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improved over the past weekAfter last week's 17% share price gain to zł33.70, the stock trades at a trailing P/E ratio of 13.3x. Average trailing P/E is 18x in the Software industry in Poland. Total returns to shareholders of 462% over the past three years.分析記事 • Oct 06Cloud Technologies (WSE:CLD) Will Be Hoping To Turn Its Returns On Capital AroundThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...分析記事 • Jul 19Is Now The Time To Put Cloud Technologies (WSE:CLD) On Your Watchlist?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...分析記事 • Jun 14Investors Could Be Concerned With Cloud Technologies' (WSE:CLD) Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...Valuation Update With 7 Day Price Move • Jun 13Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to zł30.20, the stock trades at a trailing P/E ratio of 13.6x. Average trailing P/E is 16x in the Software industry in Poland. Total returns to shareholders of 319% over the past three years.Reported Earnings • May 22First quarter 2022 earnings released: EPS: zł0.44 (vs zł0.19 in 1Q 2021)First quarter 2022 results: EPS: zł0.44 (up from zł0.19 in 1Q 2021). Revenue: zł10.0m (down 20% from 1Q 2021). Net income: zł2.22m (up 144% from 1Q 2021). Profit margin: 22% (up from 7.3% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 115% per year but the company’s share price has only increased by 87% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Apr 22Investor sentiment improved over the past weekAfter last week's 15% share price gain to zł38.00, the stock trades at a trailing P/E ratio of 20.6x. Average trailing P/E is 20x in the Software industry in Poland. Total returns to shareholders of 391% over the past three years.Valuation Update With 7 Day Price Move • Mar 29Investor sentiment improved over the past weekAfter last week's 19% share price gain to zł30.00, the stock trades at a trailing P/E ratio of 16.2x. Average trailing P/E is 20x in the Software industry in Poland. Total returns to shareholders of 268% over the past three years.分析記事 • Mar 02Is Now The Time To Put Cloud Technologies (WSE:CLD) On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Reported Earnings • Feb 16Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: zł1.74 (up from zł0.14 in FY 2020). Revenue: zł55.0m (up 9.7% from FY 2020). Net income: zł8.72m (up zł8.08m from FY 2020). Profit margin: 16% (up from 1.3% in FY 2020). The increase in margin was primarily driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has only increased by 57% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jan 04Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł30.40, the stock trades at a trailing P/E ratio of 15.8x. Average trailing P/E is 19x in the Software industry in Poland. Total returns to shareholders of 342% over the past three years.Valuation Update With 7 Day Price Move • Dec 07Investor sentiment improved over the past weekAfter last week's 18% share price gain to zł28.40, the stock trades at a trailing P/E ratio of 14.7x. Average trailing P/E is 15x in the Software industry in Poland. Total returns to shareholders of 316% over the past three years.Reported Earnings • Nov 18Third quarter 2021 earnings released: EPS zł0.88 (vs zł0.17 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: zł14.4m (up 16% from 3Q 2020). Net income: zł4.41m (up zł3.68m from 3Q 2020). Profit margin: 31% (up from 5.9% in 3Q 2020). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has increased by 58% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Aug 23Cloud Technologies' (WSE:CLD) Solid Profits Have Weak FundamentalsUnsurprisingly, Cloud Technologies S.A.'s ( WSE:CLD ) stock price was strong on the back of its healthy earnings...Reported Earnings • Aug 21Second quarter 2021 earnings released: EPS zł0.44 (vs zł0.22 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł14.0m (up 31% from 2Q 2020). Net income: zł2.19m (up zł3.12m from 2Q 2020). Profit margin: 16% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has increased by 31% per year, which means it is well ahead of earnings.Reported Earnings • Feb 21Full year 2020 earnings released: EPS zł0.11 (vs zł1.10 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: zł50.1m (up 17% from FY 2019). Net income: zł493.6k (up zł5.21m from FY 2019). Profit margin: 1.0% (up from net loss in FY 2019). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 88 percentage points per year, which is a significant difference in performance.Is New 90 Day High Low • Feb 11New 90-day high: zł17.40The company is up 9.0% from its price of zł16.00 on 13 November 2020. The Polish market is also up 9.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Software industry, which is up 11% over the same period.お知らせ • Jan 19+ 4 more updatesCloud Technologies S.A. to Report Q2, 2021 Results on Aug 09, 2021Cloud Technologies S.A. announced that they will report Q2, 2021 results on Aug 09, 2021Is New 90 Day High Low • Jan 07New 90-day high: zł16.80The company is up 32% from its price of zł12.70 on 09 October 2020. The Polish market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 6.0% over the same period.Is New 90 Day High Low • Dec 14New 90-day low: zł11.80The company is down 9.0% from its price of zł13.00 on 15 September 2020. The Polish market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is flat over the same period.Reported Earnings • Nov 19Third quarter 2020 earnings released: EPS zł0.16The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: zł12.4m (up 2.8% from 3Q 2019). Net income: zł730.5k (up 469% from 3Q 2019). Profit margin: 5.9% (up from 1.1% in 3Q 2019). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 111% per year but the company’s share price has only fallen by 40% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Nov 05New 90-day high: zł13.95The company is up 13% from its price of zł12.30 on 06 August 2020. The Polish market is down 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is down 6.0% over the same period.Is New 90 Day High Low • Oct 08New 90-day high: zł13.80The company is up 20% from its price of zł11.50 on 09 July 2020. The Polish market is down 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 9.0% over the same period.財務状況分析短期負債: CLDの 短期資産 ( PLN28.8M ) が 短期負債 ( PLN6.6M ) を超えています。長期負債: CLDの短期資産 ( PLN28.8M ) が 長期負債 ( PLN4.4M ) を上回っています。デット・ツー・エクイティの歴史と分析負債レベル: CLD総負債よりも多くの現金を保有しています。負債の削減: CLDの負債対資本比率は、過去 5 年間で6.8%から0.03%に減少しました。債務返済能力: CLDの負債は 営業キャッシュフロー によって 十分にカバー されています ( 70880.4% )。インタレストカバレッジ: CLD支払う利息よりも稼ぐ利息の方が多いので、利息支払い の補償は問題になりません。貸借対照表健全な企業の発掘7D1Y7D1Y7D1YSoftware 業界の健全な企業。View Dividend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 03:27終値2026/05/22 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Cloud Technologies S.A. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。0
Valuation Update With 7 Day Price Move • May 21Investor sentiment improves as stock rises 17%After last week's 17% share price gain to zł74.00, the stock trades at a trailing P/E ratio of 34.9x. Average trailing P/E is 15x in the Software industry in Poland. Total loss to shareholders of 6.0% over the past three years.
Declared Dividend • May 14Dividend reduced to zł1.10Dividend of zł1.10 is 12% lower than last year. Ex-date: 18th June 2026 Payment date: 26th June 2026 Dividend yield will be 1.7%, which is lower than the industry average of 4.2%. Sustainability & Growth Dividend is not adequately covered by earnings (92% earnings payout ratio). However, it is well covered by cash flows (47% cash payout ratio). The dividend has increased by an average of 7.7% per year over the past 3 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 2.2% to bring the payout ratio under control, which is less than the 70% EPS growth achieved over the last 5 years.
お知らせ • May 13Cloud Technologies S.A., Annual General Meeting, Jun 08, 2026Cloud Technologies S.A., Annual General Meeting, Jun 08, 2026, at 12:00 Central European Standard Time.
Reported Earnings • Apr 16Full year 2025 earnings released: EPS: zł1.86 (vs zł2.92 in FY 2024)Full year 2025 results: EPS: zł1.86 (down from zł2.92 in FY 2024). Revenue: zł50.7m (up 7.9% from FY 2024). Net income: zł9.27m (down 29% from FY 2024). Profit margin: 18% (down from 28% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improves as stock rises 19%After last week's 19% share price gain to zł79.00, the stock trades at a trailing P/E ratio of 58.2x. Average trailing P/E is 24x in the Software industry in Poland. Total returns to shareholders of 133% over the past three years.
分析記事 • Jan 03Earnings Not Telling The Story For Cloud Technologies S.A. (WSE:CLD) After Shares Rise 28%Despite an already strong run, Cloud Technologies S.A. ( WSE:CLD ) shares have been powering on, with a gain of 28% in...
Valuation Update With 7 Day Price Move • Dec 23Investor sentiment improves as stock rises 19%After last week's 19% share price gain to zł66.20, the stock trades at a trailing P/E ratio of 48.7x. Average trailing P/E is 23x in the Software industry in Poland. Total returns to shareholders of 96% over the past three years.
New Risk • Dec 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Polish stocks, typically moving 6.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.2% average weekly change). Profit margins are more than 30% lower than last year (13% net profit margin). Market cap is less than US$100m (zł247.8m market cap, or US$69.0m).
分析記事 • Oct 28Cloud Technologies S.A.'s (WSE:CLD) Share Price Not Quite Adding UpWhen close to half the companies in Poland have price-to-earnings ratios (or "P/E's") below 13x, you may consider Cloud...
Valuation Update With 7 Day Price Move • Oct 27Investor sentiment improves as stock rises 21%After last week's 21% share price gain to zł58.00, the stock trades at a trailing P/E ratio of 38.8x. Average trailing P/E is 18x in the Software industry in Poland. Total returns to shareholders of 113% over the past three years.
Reported Earnings • Sep 16Second quarter 2025 earnings released: zł0.04 loss per share (vs zł0.74 profit in 2Q 2024)Second quarter 2025 results: zł0.04 loss per share (down from zł0.74 profit in 2Q 2024). Revenue: zł11.9m (down 1.1% from 2Q 2024). Net loss: zł215.0k (down 106% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
お知らせ • Aug 21Cloud Technologies S.A. to Report First Half, 2025 Results on Sep 15, 2025Cloud Technologies S.A. announced that they will report first half, 2025 results on Sep 15, 2025
Upcoming Dividend • Jun 11Upcoming dividend of zł1.25 per shareEligible shareholders must have bought the stock before 18 June 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Polish dividend payers (7.2%). In line with average of industry peers (2.9%).
Reported Earnings • May 28First quarter 2025 earnings released: EPS: zł0.01 (vs zł0.57 in 1Q 2024)First quarter 2025 results: EPS: zł0.01 (down from zł0.57 in 1Q 2024). Revenue: zł10.7m (down 2.3% from 1Q 2024). Net income: zł66.3k (down 97% from 1Q 2024). Profit margin: 0.6% (down from 23% in 1Q 2024). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
分析記事 • May 16Cloud Technologies (WSE:CLD) Has Affirmed Its Dividend Of PLN1.25The board of Cloud Technologies S.A. ( WSE:CLD ) has announced that it will pay a dividend on the 27th of June, with...
Declared Dividend • May 15Dividend of zł1.25 announcedDividend of zł1.25 is the same as last year. Ex-date: 18th June 2025 Payment date: 27th June 2025 Dividend yield will be 2.3%, which is lower than the industry average of 4.2%. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 12% per year over the past 2 years and payments have been stable during that time. Earnings per share has grown by 39% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • May 13Cloud Technologies S.A., Annual General Meeting, Jun 09, 2025Cloud Technologies S.A., Annual General Meeting, Jun 09, 2025.
分析記事 • May 01Cloud Technologies S.A.'s (WSE:CLD) 36% Price Boost Is Out Of Tune With EarningsThe Cloud Technologies S.A. ( WSE:CLD ) share price has done very well over the last month, posting an excellent gain...
Buy Or Sell Opportunity • Apr 30Now 38% overvalued after recent price riseOver the last 90 days, the stock has risen 37% to zł57.80. The fair value is estimated to be zł41.93, however this is not to be taken as a sell recommendation but rather should be used as a guide only.
Valuation Update With 7 Day Price Move • Apr 28Investor sentiment improves as stock rises 16%After last week's 16% share price gain to zł49.90, the stock trades at a trailing P/E ratio of 17.1x. Average trailing P/E is 17x in the Software industry in Poland. Total returns to shareholders of 35% over the past three years.
Reported Earnings • Apr 11Full year 2024 earnings released: EPS: zł2.63 (vs zł1.97 in FY 2023)Full year 2024 results: EPS: zł2.63 (up from zł1.97 in FY 2023). Revenue: zł47.0m (down 14% from FY 2023). Net income: zł13.1m (up 50% from FY 2023). Profit margin: 28% (up from 16% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
New Risk • Apr 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Polish stocks, typically moving 7.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.5% average weekly change). Market cap is less than US$100m (zł196.4m market cap, or US$51.7m).
Buy Or Sell Opportunity • Mar 26Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.4% to zł41.20. The fair value is estimated to be zł51.63, however this is not to be taken as a buy recommendation but rather should be used as a guide only.
Buy Or Sell Opportunity • Mar 03Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 24% to zł41.80. The fair value is estimated to be zł52.75, however this is not to be taken as a buy recommendation but rather should be used as a guide only.
分析記事 • Jan 05A Look At The Intrinsic Value Of Cloud Technologies S.A. (WSE:CLD)Key Insights The projected fair value for Cloud Technologies is zł56.15 based on 2 Stage Free Cash Flow to Equity Cloud...
分析記事 • Dec 07Cloud Technologies S.A.'s (WSE:CLD) 30% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/ERatioThe Cloud Technologies S.A. ( WSE:CLD ) share price has fared very poorly over the last month, falling by a substantial...
Buy Or Sell Opportunity • Dec 06Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 32% to zł44.60. The fair value is estimated to be zł56.42, however this is not to be taken as a buy recommendation but rather should be used as a guide only.
Valuation Update With 7 Day Price Move • Dec 05Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to zł50.00, the stock trades at a trailing P/E ratio of 22.7x. Average trailing P/E is 16x in the Software industry in Poland. Total returns to shareholders of 91% over the past three years.
分析記事 • Dec 03Cloud Technologies' (WSE:CLD) Solid Earnings Have Been Accounted For ConservativelyThe market seemed underwhelmed by last week's earnings announcement from Cloud Technologies S.A. ( WSE:CLD ) despite...
Reported Earnings • Nov 26Third quarter 2024 earnings released: EPS: zł0.38 (vs zł0.63 in 3Q 2023)Third quarter 2024 results: EPS: zł0.38 (down from zł0.63 in 3Q 2023). Revenue: zł11.6m (down 13% from 3Q 2023). Net income: zł1.91m (down 40% from 3Q 2023). Profit margin: 16% (down from 24% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 37% per year, which means it is well ahead of earnings.
Reported Earnings • Sep 17Second quarter 2024 earnings released: EPS: zł0.74 (vs zł0.29 in 2Q 2023)Second quarter 2024 results: EPS: zł0.74 (up from zł0.29 in 2Q 2023). Revenue: zł12.0m (down 17% from 2Q 2023). Net income: zł3.70m (up 157% from 2Q 2023). Profit margin: 31% (up from 9.9% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 18Cloud Technologies S.A. (WSE:CLD) agreed to acquire Nordic Data Resources As for NOK 19.1 million.Cloud Technologies S.A. (WSE:CLD) agreed to acquire Nordic Data Resources As for NOK 19.1 million on July 17, 2024. NDR will continue to be led by an existing shareholder who is also a co-founder.
Upcoming Dividend • Jun 13Upcoming dividend of zł1.25 per shareEligible shareholders must have bought the stock before 20 June 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 70% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Polish dividend payers (7.7%). Lower than average of industry peers (3.8%).
分析記事 • Jun 03Cloud Technologies' (WSE:CLD) Soft Earnings Are Actually Better Than They AppearShareholders appeared unconcerned with Cloud Technologies S.A.'s ( WSE:CLD ) lackluster earnings report last week. We...
Reported Earnings • May 29First quarter 2024 earnings released: EPS: zł0.51 (vs zł0.48 in 1Q 2023)First quarter 2024 results: EPS: zł0.51 (up from zł0.48 in 1Q 2023). Revenue: zł11.0m (down 21% from 1Q 2023). Net income: zł2.54m (up 5.2% from 1Q 2023). Profit margin: 23% (up from 17% in 1Q 2023). The increase in margin was driven by lower expenses. 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 45% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 15Cloud Technologies S.A., Annual General Meeting, Jun 10, 2024Cloud Technologies S.A., Annual General Meeting, Jun 10, 2024.
New Risk • Apr 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Polish stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.1% average weekly change). Profit margins are more than 30% lower than last year (16% net profit margin). Market cap is less than US$100m (zł311.9m market cap, or US$77.5m).
Valuation Update With 7 Day Price Move • Apr 22Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to zł60.00, the stock trades at a trailing P/E ratio of 30.5x. Average trailing P/E is 21x in the Software industry in Poland. Total returns to shareholders of 199% over the past three years.
Reported Earnings • Apr 17Full year 2023 earnings released: EPS: zł1.76 (vs zł2.55 in FY 2022)Full year 2023 results: EPS: zł1.76 (down from zł2.55 in FY 2022). Revenue: zł54.7m (up 8.6% from FY 2022). Net income: zł8.78m (down 31% from FY 2022). Profit margin: 16% (down from 25% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Mar 16Cloud Technologies S.A. (WSE:CLD) Stock Rockets 27% As Investors Are Less Pessimistic Than ExpectedCloud Technologies S.A. ( WSE:CLD ) shareholders would be excited to see that the share price has had a great month...
分析記事 • Mar 13Returns On Capital At Cloud Technologies (WSE:CLD) Have Hit The BrakesDid you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
Valuation Update With 7 Day Price Move • Mar 12Investor sentiment improves as stock rises 21%After last week's 21% share price gain to zł74.20, the stock trades at a trailing P/E ratio of 35.7x. Average trailing P/E is 25x in the Software industry in Poland. Total returns to shareholders of 368% over the past three years.
お知らせ • Jan 17+ 3 more updatesCloud Technologies S.A. to Report Q3, 2024 Results on Nov 25, 2024Cloud Technologies S.A. announced that they will report Q3, 2024 results on Nov 25, 2024
Reported Earnings • Nov 29Third quarter 2023 earnings released: EPS: zł0.63 (vs zł0.90 in 3Q 2022)Third quarter 2023 results: EPS: zł0.63 (down from zł0.90 in 3Q 2022). Revenue: zł13.4m (up 9.0% from 3Q 2022). Net income: zł3.17m (down 30% from 3Q 2022). Profit margin: 24% (down from 37% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has increased by 68% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Nov 29Cloud Technologies (WSE:CLD) Might Be Having Difficulty Using Its Capital EffectivelyIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
New Risk • Nov 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Polish stocks, typically moving 9.2% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.2% average weekly change). High level of non-cash earnings (22% accrual ratio). Minor Risk Market cap is less than US$100m (zł334.4m market cap, or US$80.5m).
Valuation Update With 7 Day Price Move • Oct 26Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to zł73.20, the stock trades at a trailing P/E ratio of 30.9x. Average trailing P/E is 23x in the Software industry in Poland. Total returns to shareholders of 457% over the past three years.
New Risk • Sep 29New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 22% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (22% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (8.4% average weekly change). Market cap is less than US$100m (zł397.6m market cap, or US$90.7m).
Reported Earnings • Sep 27Second quarter 2023 earnings released: EPS: zł0.29 (vs zł0.71 in 2Q 2022)Second quarter 2023 results: EPS: zł0.29 (down from zł0.71 in 2Q 2022). Revenue: zł14.5m (up 23% from 2Q 2022). Net income: zł1.44m (down 60% from 2Q 2022). Profit margin: 9.9% (down from 30% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has increased by 91% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Sep 09Here's Why We Think Cloud Technologies (WSE:CLD) Is Well Worth WatchingThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
分析記事 • Aug 18Investors Could Be Concerned With Cloud Technologies' (WSE:CLD) Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
Valuation Update With 7 Day Price Move • Jul 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to zł86.60, the stock trades at a trailing P/E ratio of 30.6x. Average trailing P/E is 22x in the Software industry in Poland. Total returns to shareholders of 622% over the past three years.
分析記事 • Jul 01Estimating The Fair Value Of Cloud Technologies S.A. (WSE:CLD)Key Insights The projected fair value for Cloud Technologies is zł79.99 based on 2 Stage Free Cash Flow to Equity With...
分析記事 • May 17Do Cloud Technologies' (WSE:CLD) Earnings Warrant Your Attention?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Valuation Update With 7 Day Price Move • May 17Investor sentiment improves as stock rises 21%After last week's 21% share price gain to zł76.00, the stock trades at a trailing P/E ratio of 28.5x. Average trailing P/E is 25x in the Software industry in Poland. Total returns to shareholders of 983% over the past three years.
Valuation Update With 7 Day Price Move • Apr 26Investor sentiment improves as stock rises 18%After last week's 18% share price gain to zł65.00, the stock trades at a trailing P/E ratio of 24.4x. Average trailing P/E is 23x in the Software industry in Poland. Total returns to shareholders of 845% over the past three years.
Reported Earnings • Apr 19Full year 2022 earnings released: EPS: zł2.55 (vs zł1.93 in FY 2021)Full year 2022 results: EPS: zł2.55 (up from zł1.93 in FY 2021). Revenue: zł50.4m (down 8.6% from FY 2021). Net income: zł12.8m (up 40% from FY 2021). Profit margin: 25% (up from 17% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 100% per year whereas the company’s share price has increased by 101% per year.
Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 20%After last week's 20% share price gain to zł44.40, the stock trades at a trailing P/E ratio of 17.9x. Average trailing P/E is 24x in the Software industry in Poland. Total returns to shareholders of 621% over the past three years.
分析記事 • Feb 09Does Cloud Technologies (WSE:CLD) Deserve A Spot 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 • Feb 03+ 3 more updatesCloud Technologies S.A. to Report Q3, 2023 Results on Nov 27, 2023Cloud Technologies S.A. announced that they will report Q3, 2023 results on Nov 27, 2023
分析記事 • Nov 09If EPS Growth Is Important To You, Cloud Technologies (WSE:CLD) Presents An OpportunityThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improved over the past weekAfter last week's 17% share price gain to zł33.70, the stock trades at a trailing P/E ratio of 13.3x. Average trailing P/E is 18x in the Software industry in Poland. Total returns to shareholders of 462% over the past three years.
分析記事 • Oct 06Cloud Technologies (WSE:CLD) Will Be Hoping To Turn Its Returns On Capital AroundThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
分析記事 • Jul 19Is Now The Time To Put Cloud Technologies (WSE:CLD) On Your Watchlist?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
分析記事 • Jun 14Investors Could Be Concerned With Cloud Technologies' (WSE:CLD) Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
Valuation Update With 7 Day Price Move • Jun 13Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to zł30.20, the stock trades at a trailing P/E ratio of 13.6x. Average trailing P/E is 16x in the Software industry in Poland. Total returns to shareholders of 319% over the past three years.
Reported Earnings • May 22First quarter 2022 earnings released: EPS: zł0.44 (vs zł0.19 in 1Q 2021)First quarter 2022 results: EPS: zł0.44 (up from zł0.19 in 1Q 2021). Revenue: zł10.0m (down 20% from 1Q 2021). Net income: zł2.22m (up 144% from 1Q 2021). Profit margin: 22% (up from 7.3% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 115% per year but the company’s share price has only increased by 87% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Apr 22Investor sentiment improved over the past weekAfter last week's 15% share price gain to zł38.00, the stock trades at a trailing P/E ratio of 20.6x. Average trailing P/E is 20x in the Software industry in Poland. Total returns to shareholders of 391% over the past three years.
Valuation Update With 7 Day Price Move • Mar 29Investor sentiment improved over the past weekAfter last week's 19% share price gain to zł30.00, the stock trades at a trailing P/E ratio of 16.2x. Average trailing P/E is 20x in the Software industry in Poland. Total returns to shareholders of 268% over the past three years.
分析記事 • Mar 02Is Now The Time To Put Cloud Technologies (WSE:CLD) On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Reported Earnings • Feb 16Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: zł1.74 (up from zł0.14 in FY 2020). Revenue: zł55.0m (up 9.7% from FY 2020). Net income: zł8.72m (up zł8.08m from FY 2020). Profit margin: 16% (up from 1.3% in FY 2020). The increase in margin was primarily driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has only increased by 57% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jan 04Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł30.40, the stock trades at a trailing P/E ratio of 15.8x. Average trailing P/E is 19x in the Software industry in Poland. Total returns to shareholders of 342% over the past three years.
Valuation Update With 7 Day Price Move • Dec 07Investor sentiment improved over the past weekAfter last week's 18% share price gain to zł28.40, the stock trades at a trailing P/E ratio of 14.7x. Average trailing P/E is 15x in the Software industry in Poland. Total returns to shareholders of 316% over the past three years.
Reported Earnings • Nov 18Third quarter 2021 earnings released: EPS zł0.88 (vs zł0.17 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: zł14.4m (up 16% from 3Q 2020). Net income: zł4.41m (up zł3.68m from 3Q 2020). Profit margin: 31% (up from 5.9% in 3Q 2020). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has increased by 58% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Aug 23Cloud Technologies' (WSE:CLD) Solid Profits Have Weak FundamentalsUnsurprisingly, Cloud Technologies S.A.'s ( WSE:CLD ) stock price was strong on the back of its healthy earnings...
Reported Earnings • Aug 21Second quarter 2021 earnings released: EPS zł0.44 (vs zł0.22 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł14.0m (up 31% from 2Q 2020). Net income: zł2.19m (up zł3.12m from 2Q 2020). Profit margin: 16% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has increased by 31% per year, which means it is well ahead of earnings.
Reported Earnings • Feb 21Full year 2020 earnings released: EPS zł0.11 (vs zł1.10 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: zł50.1m (up 17% from FY 2019). Net income: zł493.6k (up zł5.21m from FY 2019). Profit margin: 1.0% (up from net loss in FY 2019). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 88 percentage points per year, which is a significant difference in performance.
Is New 90 Day High Low • Feb 11New 90-day high: zł17.40The company is up 9.0% from its price of zł16.00 on 13 November 2020. The Polish market is also up 9.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Software industry, which is up 11% over the same period.
お知らせ • Jan 19+ 4 more updatesCloud Technologies S.A. to Report Q2, 2021 Results on Aug 09, 2021Cloud Technologies S.A. announced that they will report Q2, 2021 results on Aug 09, 2021
Is New 90 Day High Low • Jan 07New 90-day high: zł16.80The company is up 32% from its price of zł12.70 on 09 October 2020. The Polish market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 6.0% over the same period.
Is New 90 Day High Low • Dec 14New 90-day low: zł11.80The company is down 9.0% from its price of zł13.00 on 15 September 2020. The Polish market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is flat over the same period.
Reported Earnings • Nov 19Third quarter 2020 earnings released: EPS zł0.16The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: zł12.4m (up 2.8% from 3Q 2019). Net income: zł730.5k (up 469% from 3Q 2019). Profit margin: 5.9% (up from 1.1% in 3Q 2019). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 111% per year but the company’s share price has only fallen by 40% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Nov 05New 90-day high: zł13.95The company is up 13% from its price of zł12.30 on 06 August 2020. The Polish market is down 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is down 6.0% over the same period.
Is New 90 Day High Low • Oct 08New 90-day high: zł13.80The company is up 20% from its price of zł11.50 on 09 July 2020. The Polish market is down 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 9.0% over the same period.