View Financial HealthLSI Software 配当と自社株買い配当金 基準チェック /06LSI Software現在配当金を支払っていません。主要情報0%配当利回り-0.03%バイバック利回り総株主利回り-0.03%将来の配当利回りn/a配当成長n/a次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向0%最近の配当と自社株買いの更新お知らせ • Jun 01LSI Software S.A. announces Annual dividend, payable on September 30, 2025LSI Software S.A. announced Annual dividend of PLN 0.3100 per share payable on September 30, 2025, ex-date on September 12, 2025 and record date on September 15, 2025.Upcoming Dividend • Aug 07Upcoming dividend of zł0.49 per shareEligible shareholders must have bought the stock before 14 August 2024. Payment date: 30 August 2024. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Polish dividend payers (8.1%). Lower than average of industry peers (4.0%).Upcoming Dividend • Aug 09Upcoming dividend of zł0.25 per shareEligible shareholders must have bought the stock before 16 August 2023. Payment date: 31 August 2023. The company last paid an ordinary dividend in March 2014. The average dividend yield among industry peers is 3.7%.すべての更新を表示Recent updatesValuation Update With 7 Day Price Move • May 02Investor sentiment improves as stock rises 25%After last week's 25% share price gain to zł54.40, the stock trades at a trailing P/E ratio of 19.3x. Average trailing P/E is 21x in the Software industry in Poland. Total returns to shareholders of 350% over the past three years.New Risk • Apr 30New 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 8.9% 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 (8.9% average weekly change). Market cap is less than US$100m (zł177.3m market cap, or US$48.9m).Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 27%After last week's 27% share price gain to zł44.90, the stock trades at a trailing P/E ratio of 15.9x. Average trailing P/E is 20x in the Software industry in Poland. Total returns to shareholders of 271% over the past three years.分析記事 • Jan 10Cautious Investors Not Rewarding LSI Software S.A.'s (WSE:LSI) Performance CompletelyIt's not a stretch to say that LSI Software S.A.'s ( WSE:LSI ) price-to-earnings (or "P/E") ratio of 11.8x right now...分析記事 • Dec 08LSI Software's (WSE:LSI) Earnings Are Weaker Than They SeemLSI Software S.A. ( WSE:LSI ) announced strong profits, but the stock was stagnant. Our analysis suggests that this...Reported Earnings • Dec 03Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: zł23.6m (up 22% from 3Q 2024). Net income: zł3.55m (up 5.9% from 3Q 2024). Profit margin: 15% (down from 17% in 3Q 2024). The decrease in margin was driven by higher expenses.Reported Earnings • Oct 01Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: zł21.0m (up 24% from 2Q 2024). Net income: zł1.65m (up zł1.43m from 2Q 2024). Profit margin: 7.9% (up from 1.3% in 2Q 2024).お知らせ • Aug 25LSI Software S.A. to Report First Half, 2025 Results on Sep 30, 2025LSI Software S.A. announced that they will report first half, 2025 results on Sep 30, 2025分析記事 • Aug 12Optimistic Investors Push LSI Software S.A. (WSE:LSI) Shares Up 28% But Growth Is LackingLSI Software S.A. ( WSE:LSI ) shares have continued their recent momentum with a 28% gain in the last month alone...Valuation Update With 7 Day Price Move • Jul 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to zł27.40, the stock trades at a trailing P/E ratio of 11.8x. Average trailing P/E is 23x in the Software industry in Poland. Total returns to shareholders of 114% over the past three years.お知らせ • Jul 08LSI Software S.A., Annual General Meeting, Jul 24, 2025LSI Software S.A., Annual General Meeting, Jul 24, 2025, at 10:00 Central European Standard Time.New Risk • Jun 20New 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 7.3% 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 (7.3% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (zł74.3m market cap, or US$20.0m).Valuation Update With 7 Day Price Move • Jun 12Investor sentiment improves as stock rises 19%After last week's 19% share price gain to zł22.20, the stock trades at a trailing P/E ratio of 9.6x. Average trailing P/E is 19x in the Software industry in Poland. Total returns to shareholders of 71% over the past three years.Reported Earnings • Jun 02First quarter 2025 earnings released: EPS: zł0.79 (vs zł0.28 in 1Q 2024)First quarter 2025 results: EPS: zł0.79 (up from zł0.28 in 1Q 2024). Revenue: zł16.5m (up 25% from 1Q 2024). Net income: zł2.59m (up 182% from 1Q 2024). Profit margin: 16% (up from 7.0% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 01LSI Software S.A. announces Annual dividend, payable on September 30, 2025LSI Software S.A. announced Annual dividend of PLN 0.3100 per share payable on September 30, 2025, ex-date on September 12, 2025 and record date on September 15, 2025.分析記事 • May 29Improved Earnings Required Before LSI Software S.A. (WSE:LSI) Stock's 25% Jump Looks JustifiedLSI Software S.A. ( WSE:LSI ) shareholders would be excited to see that the share price has had a great month, posting...New Risk • May 22New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 76% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (zł61.9m market cap, or US$16.5m).Valuation Update With 7 Day Price Move • May 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to zł18.40, the stock trades at a trailing P/E ratio of 10.2x. Average trailing P/E is 18x in the Software industry in Poland. Total returns to shareholders of 32% over the past three years.分析記事 • May 16LSI Software (WSE:LSI) Has Some Way To Go To Become A Multi-BaggerThere are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...分析記事 • Feb 05LSI Software S.A.'s (WSE:LSI) Subdued P/E Might Signal An OpportunityWhen close to half the companies in Poland have price-to-earnings ratios (or "P/E's") above 12x, you may consider LSI...分析記事 • Dec 07Weak Statutory Earnings May Not Tell The Whole Story For LSI Software (WSE:LSI)A lackluster earnings announcement from LSI Software S.A. ( WSE:LSI ) last week didn't sink the stock price. Our...New Risk • Dec 06New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 35% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (zł54.4m market cap, or US$13.5m).Reported Earnings • Dec 01Third quarter 2024 earnings released: EPS: zł1.04 (vs zł0.63 in 3Q 2023)Third quarter 2024 results: EPS: zł1.04 (up from zł0.63 in 3Q 2023). Revenue: zł19.3m (up 37% from 3Q 2023). Net income: zł3.35m (up 63% from 3Q 2023). Profit margin: 17% (up from 15% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Reported Earnings • Oct 01Second quarter 2024 earnings released: EPS: zł0.068 (vs zł0.19 loss in 2Q 2023)Second quarter 2024 results: EPS: zł0.068 (up from zł0.19 loss in 2Q 2023). Revenue: zł17.0m (up 34% from 2Q 2023). Net income: zł222.0k (up zł837.0k from 2Q 2023). Profit margin: 1.3% (up from net loss in 2Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 4% per year.Upcoming Dividend • Aug 07Upcoming dividend of zł0.49 per shareEligible shareholders must have bought the stock before 14 August 2024. Payment date: 30 August 2024. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Polish dividend payers (8.1%). Lower than average of industry peers (4.0%).Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improves as stock rises 20%After last week's 20% share price gain to zł16.90, the stock trades at a trailing P/E ratio of 15x. Average trailing P/E is 19x in the Software industry in Poland. Total loss to shareholders of 1.2% over the past three years.New Risk • Jun 16New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 6.6% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported September 2023 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (zł47.3m market cap, or US$11.6m).New Risk • Jun 13New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 3.3% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 6.6% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (zł47.9m market cap, or US$11.9m).お知らせ • Jun 05LSI Software S.A., Annual General Meeting, Jun 27, 2024LSI Software S.A., Annual General Meeting, Jun 27, 2024.分析記事 • Feb 14Returns On Capital Signal Tricky Times Ahead For LSI Software (WSE:LSI)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...お知らせ • Jan 19+ 3 more updatesLSI Software S.A. to Report Fiscal Year 2023 Results on Apr 30, 2024LSI Software S.A. announced that they will report fiscal year 2023 results on Apr 30, 2024Reported Earnings • Oct 02Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: zł12.7m (down 14% from 2Q 2022). Net loss: zł615.0k (loss widened 126% from 2Q 2022).New Risk • Sep 18New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 6.2% Last year net profit margin: 19% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 9.4% per year over the past 5 years. High level of non-cash earnings (25% accrual ratio). Minor Risks Profit margins are more than 30% lower than last year (6.2% net profit margin). Market cap is less than US$100m (zł47.1m market cap, or US$10.8m).Upcoming Dividend • Aug 09Upcoming dividend of zł0.25 per shareEligible shareholders must have bought the stock before 16 August 2023. Payment date: 31 August 2023. The company last paid an ordinary dividend in March 2014. The average dividend yield among industry peers is 3.7%.分析記事 • Jun 16LSI Software (WSE:LSI) Will Be Hoping To Turn Its Returns On Capital AroundIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...お知らせ • Jun 04LSI Software S.A., Annual General Meeting, Jun 30, 2023LSI Software S.A., Annual General Meeting, Jun 30, 2023, at 10:00 Central European Standard Time.分析記事 • Feb 10Returns On Capital At LSI Software (WSE:LSI) Paint A Concerning PictureIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...お知らせ • Jan 23+ 3 more updatesLSI Software S.A. to Report Fiscal Year 2022 Results on Apr 28, 2023LSI Software S.A. announced that they will report fiscal year 2022 results on Apr 28, 2023Reported Earnings • Dec 01Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: zł14.5m (up 38% from 3Q 2021). Net loss: zł567.0k (loss widened 1.1% from 3Q 2021).Reported Earnings • Oct 02Second quarter 2022 earnings released: zł0.084 loss per share (vs zł2.25 profit in 2Q 2021)Second quarter 2022 results: zł0.084 loss per share (down from zł2.25 profit in 2Q 2021). Revenue: zł14.7m (down 10.0% from 2Q 2021). Net loss: zł272.0k (down 104% from profit in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Reported Earnings • Jun 04First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: zł10.7m (up 66% from 1Q 2021). Net loss: zł477.0k (loss narrowed 91% from 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.お知らせ • May 05LSI Software S.A., Annual General Meeting, May 31, 2022LSI Software S.A., Annual General Meeting, May 31, 2022, at 10:00 Central European Standard Time.Valuation Update With 7 Day Price Move • Feb 11Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł16.20, the stock trades at a trailing P/E ratio of 41.6x. Average trailing P/E is 17x in the Software industry in Poland. Total returns to shareholders of 46% over the past three years.お知らせ • Jan 30+ 3 more updatesLSI Software S.A. to Report Q3, 2022 Results on Nov 29, 2022LSI Software S.A. announced that they will report Q3, 2022 results on Nov 29, 2022分析記事 • Jan 20LSI Software (WSE:LSI) May Have Issues Allocating Its CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Reported Earnings • Nov 28Third quarter 2021 earnings: Revenues exceed analyst expectationsThird quarter 2021 results: Revenue: zł10.5m (down 6.9% from 3Q 2020). Net loss: zł561.0k (down 144% from profit in 3Q 2020). Revenue exceeded analyst estimates by 7.7%. Over the next year, revenue is forecast to grow 16%, compared to a 16% growth forecast for the industry in Poland. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Reported Earnings • Oct 01Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł16.3m (up 72% from 2Q 2020). Net income: zł7.35m (up 205% from 2Q 2020). Profit margin: 45% (up from 25% in 2Q 2020). 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 11% per year, which means it is well ahead of earnings.Reported Earnings • Jun 03First quarter 2021 earnings releasedThe company reported a poor first quarter result with increased losses, weaker revenues and weaker control over costs. First quarter 2021 results: Revenue: zł6.48m (down 43% from 1Q 2020). Net loss: zł5.36m (loss widened 376% from 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.分析記事 • May 25LSI Software (WSE:LSI) Could Be Struggling To Allocate CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...Reported Earnings • May 05Full year 2020 earnings released: EPS zł0.74 (vs zł1.90 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: zł43.1m (down 17% from FY 2019). Net income: zł2.40m (down 61% from FY 2019). Profit margin: 5.6% (down from 12% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.分析記事 • Feb 22Has LSI Software (WSE:LSI) Got What It Takes To Become A Multi-Bagger?Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...Valuation Update With 7 Day Price Move • Feb 13Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł16.00, the stock is trading at a trailing P/E ratio of 13.1x, up from the previous P/E ratio of 11.4x. This compares to an average P/E of 31x in the Software industry in Poland. Total returns to shareholders over the past three years are 27%.Is New 90 Day High Low • Feb 08New 90-day high: zł14.40The company is up 15% from its price of zł12.50 on 10 November 2020. The Polish market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 11% over the same period.お知らせ • Jan 30+ 3 more updatesLSI Software S.A. to Report Q3, 2021 Results on Nov 26, 2021LSI Software S.A. announced that they will report Q3, 2021 results on Nov 26, 2021分析記事 • Jan 18Has LSI Software S.A.'s (WSE:LSI) Impressive Stock Performance Got Anything to Do With Its Fundamentals?Most readers would already be aware that LSI Software's (WSE:LSI) stock increased significantly by 11% over the past...Valuation Update With 7 Day Price Move • Jan 09Investor sentiment improved over the past weekAfter last week's 17% share price gain to zł13.85, the stock is trading at a trailing P/E ratio of 11.4x, up from the previous P/E ratio of 9.7x. This compares to an average P/E of 20x in the Software industry in Poland. Total returns to shareholders over the past three years are 1.8%.Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improved over the past weekAfter last week's 15% share price gain to zł13.60, the stock is trading at a trailing P/E ratio of 11.2x, up from the previous P/E ratio of 9.7x. This compares to an average P/E of 19x in the Software industry in Poland. Total return to shareholders over the past three years is a loss of 1.1%.Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improved over the past weekAfter last week's 20% share price gain to zł13.40, the stock is trading at a trailing P/E ratio of 11x, up from the previous P/E ratio of 9.2x. This compares to an average P/E of 20x in the Software industry in Poland. Total return to shareholders over the past three years is a loss of 3.2%.Is New 90 Day High Low • Dec 29New 90-day low: zł11.20The company is down 25% from its price of zł15.00 on 30 September 2020. The Polish market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 2.0% over the same period.分析記事 • Dec 22Here's Why We Don't Think LSI Software's (WSE:LSI) Statutory Earnings Reflect Its Underlying Earnings PotentialStatistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. Having said that...分析記事 • Nov 23Will The ROCE Trend At LSI Software (WSE:LSI) Continue?If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...Is New 90 Day High Low • Oct 14New 90-day low: zł13.00The company is down 6.0% from its price of zł13.90 on 16 July 2020. The Polish market is also down 6.0% 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 3.0% over the same period.Reported Earnings • Sep 27First half earnings releasedOver the last 12 months the company has reported total profits of zł4.78m, down 12% from the prior year. Total revenue was zł50.6m over the last 12 months, up 7.4% from the prior year.お知らせ • Sep 24LSI Software S.A. to Report First Half, 2020 Results on Sep 25, 2020LSI Software S.A. announced that they will report first half, 2020 results on Sep 25, 2020決済の安定と成長配当データの取得安定した配当: LSIの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。増加する配当: LSIの配当金が増加しているかどうかを判断するにはデータが不十分です。配当利回り対市場LSI Software 配当利回り対市場LSI 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 (LSI)0%市場下位25% (PL)2.5%市場トップ25% (PL)7.2%業界平均 (Software)2.7%アナリスト予想 (LSI) (最長3年)n/a注目すべき配当: LSIは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。高配当: LSIは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。株主への利益配当収益カバレッジ: LSI Polish市場において目立った配当金を支払っていません。株主配当金キャッシュフローカバレッジ: LSIが配当金を報告していないため、配当金の持続可能性を計算できません。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2026/05/07 07:24終値2026/05/07 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LSI Software 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。1 アナリスト機関Tomasz RodakDom Maklerski Banku Ochrony Srodowiska S.A.
お知らせ • Jun 01LSI Software S.A. announces Annual dividend, payable on September 30, 2025LSI Software S.A. announced Annual dividend of PLN 0.3100 per share payable on September 30, 2025, ex-date on September 12, 2025 and record date on September 15, 2025.
Upcoming Dividend • Aug 07Upcoming dividend of zł0.49 per shareEligible shareholders must have bought the stock before 14 August 2024. Payment date: 30 August 2024. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Polish dividend payers (8.1%). Lower than average of industry peers (4.0%).
Upcoming Dividend • Aug 09Upcoming dividend of zł0.25 per shareEligible shareholders must have bought the stock before 16 August 2023. Payment date: 31 August 2023. The company last paid an ordinary dividend in March 2014. The average dividend yield among industry peers is 3.7%.
Valuation Update With 7 Day Price Move • May 02Investor sentiment improves as stock rises 25%After last week's 25% share price gain to zł54.40, the stock trades at a trailing P/E ratio of 19.3x. Average trailing P/E is 21x in the Software industry in Poland. Total returns to shareholders of 350% over the past three years.
New Risk • Apr 30New 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 8.9% 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 (8.9% average weekly change). Market cap is less than US$100m (zł177.3m market cap, or US$48.9m).
Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 27%After last week's 27% share price gain to zł44.90, the stock trades at a trailing P/E ratio of 15.9x. Average trailing P/E is 20x in the Software industry in Poland. Total returns to shareholders of 271% over the past three years.
分析記事 • Jan 10Cautious Investors Not Rewarding LSI Software S.A.'s (WSE:LSI) Performance CompletelyIt's not a stretch to say that LSI Software S.A.'s ( WSE:LSI ) price-to-earnings (or "P/E") ratio of 11.8x right now...
分析記事 • Dec 08LSI Software's (WSE:LSI) Earnings Are Weaker Than They SeemLSI Software S.A. ( WSE:LSI ) announced strong profits, but the stock was stagnant. Our analysis suggests that this...
Reported Earnings • Dec 03Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: zł23.6m (up 22% from 3Q 2024). Net income: zł3.55m (up 5.9% from 3Q 2024). Profit margin: 15% (down from 17% in 3Q 2024). The decrease in margin was driven by higher expenses.
Reported Earnings • Oct 01Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: zł21.0m (up 24% from 2Q 2024). Net income: zł1.65m (up zł1.43m from 2Q 2024). Profit margin: 7.9% (up from 1.3% in 2Q 2024).
お知らせ • Aug 25LSI Software S.A. to Report First Half, 2025 Results on Sep 30, 2025LSI Software S.A. announced that they will report first half, 2025 results on Sep 30, 2025
分析記事 • Aug 12Optimistic Investors Push LSI Software S.A. (WSE:LSI) Shares Up 28% But Growth Is LackingLSI Software S.A. ( WSE:LSI ) shares have continued their recent momentum with a 28% gain in the last month alone...
Valuation Update With 7 Day Price Move • Jul 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to zł27.40, the stock trades at a trailing P/E ratio of 11.8x. Average trailing P/E is 23x in the Software industry in Poland. Total returns to shareholders of 114% over the past three years.
お知らせ • Jul 08LSI Software S.A., Annual General Meeting, Jul 24, 2025LSI Software S.A., Annual General Meeting, Jul 24, 2025, at 10:00 Central European Standard Time.
New Risk • Jun 20New 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 7.3% 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 (7.3% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (zł74.3m market cap, or US$20.0m).
Valuation Update With 7 Day Price Move • Jun 12Investor sentiment improves as stock rises 19%After last week's 19% share price gain to zł22.20, the stock trades at a trailing P/E ratio of 9.6x. Average trailing P/E is 19x in the Software industry in Poland. Total returns to shareholders of 71% over the past three years.
Reported Earnings • Jun 02First quarter 2025 earnings released: EPS: zł0.79 (vs zł0.28 in 1Q 2024)First quarter 2025 results: EPS: zł0.79 (up from zł0.28 in 1Q 2024). Revenue: zł16.5m (up 25% from 1Q 2024). Net income: zł2.59m (up 182% from 1Q 2024). Profit margin: 16% (up from 7.0% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 01LSI Software S.A. announces Annual dividend, payable on September 30, 2025LSI Software S.A. announced Annual dividend of PLN 0.3100 per share payable on September 30, 2025, ex-date on September 12, 2025 and record date on September 15, 2025.
分析記事 • May 29Improved Earnings Required Before LSI Software S.A. (WSE:LSI) Stock's 25% Jump Looks JustifiedLSI Software S.A. ( WSE:LSI ) shareholders would be excited to see that the share price has had a great month, posting...
New Risk • May 22New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 76% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (zł61.9m market cap, or US$16.5m).
Valuation Update With 7 Day Price Move • May 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to zł18.40, the stock trades at a trailing P/E ratio of 10.2x. Average trailing P/E is 18x in the Software industry in Poland. Total returns to shareholders of 32% over the past three years.
分析記事 • May 16LSI Software (WSE:LSI) Has Some Way To Go To Become A Multi-BaggerThere are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...
分析記事 • Feb 05LSI Software S.A.'s (WSE:LSI) Subdued P/E Might Signal An OpportunityWhen close to half the companies in Poland have price-to-earnings ratios (or "P/E's") above 12x, you may consider LSI...
分析記事 • Dec 07Weak Statutory Earnings May Not Tell The Whole Story For LSI Software (WSE:LSI)A lackluster earnings announcement from LSI Software S.A. ( WSE:LSI ) last week didn't sink the stock price. Our...
New Risk • Dec 06New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 35% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (zł54.4m market cap, or US$13.5m).
Reported Earnings • Dec 01Third quarter 2024 earnings released: EPS: zł1.04 (vs zł0.63 in 3Q 2023)Third quarter 2024 results: EPS: zł1.04 (up from zł0.63 in 3Q 2023). Revenue: zł19.3m (up 37% from 3Q 2023). Net income: zł3.35m (up 63% from 3Q 2023). Profit margin: 17% (up from 15% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Reported Earnings • Oct 01Second quarter 2024 earnings released: EPS: zł0.068 (vs zł0.19 loss in 2Q 2023)Second quarter 2024 results: EPS: zł0.068 (up from zł0.19 loss in 2Q 2023). Revenue: zł17.0m (up 34% from 2Q 2023). Net income: zł222.0k (up zł837.0k from 2Q 2023). Profit margin: 1.3% (up from net loss in 2Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 4% per year.
Upcoming Dividend • Aug 07Upcoming dividend of zł0.49 per shareEligible shareholders must have bought the stock before 14 August 2024. Payment date: 30 August 2024. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Polish dividend payers (8.1%). Lower than average of industry peers (4.0%).
Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improves as stock rises 20%After last week's 20% share price gain to zł16.90, the stock trades at a trailing P/E ratio of 15x. Average trailing P/E is 19x in the Software industry in Poland. Total loss to shareholders of 1.2% over the past three years.
New Risk • Jun 16New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 6.6% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported September 2023 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (zł47.3m market cap, or US$11.6m).
New Risk • Jun 13New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 3.3% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 6.6% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (zł47.9m market cap, or US$11.9m).
お知らせ • Jun 05LSI Software S.A., Annual General Meeting, Jun 27, 2024LSI Software S.A., Annual General Meeting, Jun 27, 2024.
分析記事 • Feb 14Returns On Capital Signal Tricky Times Ahead For LSI Software (WSE:LSI)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
お知らせ • Jan 19+ 3 more updatesLSI Software S.A. to Report Fiscal Year 2023 Results on Apr 30, 2024LSI Software S.A. announced that they will report fiscal year 2023 results on Apr 30, 2024
Reported Earnings • Oct 02Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: zł12.7m (down 14% from 2Q 2022). Net loss: zł615.0k (loss widened 126% from 2Q 2022).
New Risk • Sep 18New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 6.2% Last year net profit margin: 19% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 9.4% per year over the past 5 years. High level of non-cash earnings (25% accrual ratio). Minor Risks Profit margins are more than 30% lower than last year (6.2% net profit margin). Market cap is less than US$100m (zł47.1m market cap, or US$10.8m).
Upcoming Dividend • Aug 09Upcoming dividend of zł0.25 per shareEligible shareholders must have bought the stock before 16 August 2023. Payment date: 31 August 2023. The company last paid an ordinary dividend in March 2014. The average dividend yield among industry peers is 3.7%.
分析記事 • Jun 16LSI Software (WSE:LSI) Will Be Hoping To Turn Its Returns On Capital AroundIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
お知らせ • Jun 04LSI Software S.A., Annual General Meeting, Jun 30, 2023LSI Software S.A., Annual General Meeting, Jun 30, 2023, at 10:00 Central European Standard Time.
分析記事 • Feb 10Returns On Capital At LSI Software (WSE:LSI) Paint A Concerning PictureIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
お知らせ • Jan 23+ 3 more updatesLSI Software S.A. to Report Fiscal Year 2022 Results on Apr 28, 2023LSI Software S.A. announced that they will report fiscal year 2022 results on Apr 28, 2023
Reported Earnings • Dec 01Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: zł14.5m (up 38% from 3Q 2021). Net loss: zł567.0k (loss widened 1.1% from 3Q 2021).
Reported Earnings • Oct 02Second quarter 2022 earnings released: zł0.084 loss per share (vs zł2.25 profit in 2Q 2021)Second quarter 2022 results: zł0.084 loss per share (down from zł2.25 profit in 2Q 2021). Revenue: zł14.7m (down 10.0% from 2Q 2021). Net loss: zł272.0k (down 104% from profit in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Reported Earnings • Jun 04First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: zł10.7m (up 66% from 1Q 2021). Net loss: zł477.0k (loss narrowed 91% from 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
お知らせ • May 05LSI Software S.A., Annual General Meeting, May 31, 2022LSI Software S.A., Annual General Meeting, May 31, 2022, at 10:00 Central European Standard Time.
Valuation Update With 7 Day Price Move • Feb 11Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł16.20, the stock trades at a trailing P/E ratio of 41.6x. Average trailing P/E is 17x in the Software industry in Poland. Total returns to shareholders of 46% over the past three years.
お知らせ • Jan 30+ 3 more updatesLSI Software S.A. to Report Q3, 2022 Results on Nov 29, 2022LSI Software S.A. announced that they will report Q3, 2022 results on Nov 29, 2022
分析記事 • Jan 20LSI Software (WSE:LSI) May Have Issues Allocating Its CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Reported Earnings • Nov 28Third quarter 2021 earnings: Revenues exceed analyst expectationsThird quarter 2021 results: Revenue: zł10.5m (down 6.9% from 3Q 2020). Net loss: zł561.0k (down 144% from profit in 3Q 2020). Revenue exceeded analyst estimates by 7.7%. Over the next year, revenue is forecast to grow 16%, compared to a 16% growth forecast for the industry in Poland. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Reported Earnings • Oct 01Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł16.3m (up 72% from 2Q 2020). Net income: zł7.35m (up 205% from 2Q 2020). Profit margin: 45% (up from 25% in 2Q 2020). 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 11% per year, which means it is well ahead of earnings.
Reported Earnings • Jun 03First quarter 2021 earnings releasedThe company reported a poor first quarter result with increased losses, weaker revenues and weaker control over costs. First quarter 2021 results: Revenue: zł6.48m (down 43% from 1Q 2020). Net loss: zł5.36m (loss widened 376% from 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
分析記事 • May 25LSI Software (WSE:LSI) Could Be Struggling To Allocate CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
Reported Earnings • May 05Full year 2020 earnings released: EPS zł0.74 (vs zł1.90 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: zł43.1m (down 17% from FY 2019). Net income: zł2.40m (down 61% from FY 2019). Profit margin: 5.6% (down from 12% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
分析記事 • Feb 22Has LSI Software (WSE:LSI) Got What It Takes To Become A Multi-Bagger?Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...
Valuation Update With 7 Day Price Move • Feb 13Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł16.00, the stock is trading at a trailing P/E ratio of 13.1x, up from the previous P/E ratio of 11.4x. This compares to an average P/E of 31x in the Software industry in Poland. Total returns to shareholders over the past three years are 27%.
Is New 90 Day High Low • Feb 08New 90-day high: zł14.40The company is up 15% from its price of zł12.50 on 10 November 2020. The Polish market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 11% over the same period.
お知らせ • Jan 30+ 3 more updatesLSI Software S.A. to Report Q3, 2021 Results on Nov 26, 2021LSI Software S.A. announced that they will report Q3, 2021 results on Nov 26, 2021
分析記事 • Jan 18Has LSI Software S.A.'s (WSE:LSI) Impressive Stock Performance Got Anything to Do With Its Fundamentals?Most readers would already be aware that LSI Software's (WSE:LSI) stock increased significantly by 11% over the past...
Valuation Update With 7 Day Price Move • Jan 09Investor sentiment improved over the past weekAfter last week's 17% share price gain to zł13.85, the stock is trading at a trailing P/E ratio of 11.4x, up from the previous P/E ratio of 9.7x. This compares to an average P/E of 20x in the Software industry in Poland. Total returns to shareholders over the past three years are 1.8%.
Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improved over the past weekAfter last week's 15% share price gain to zł13.60, the stock is trading at a trailing P/E ratio of 11.2x, up from the previous P/E ratio of 9.7x. This compares to an average P/E of 19x in the Software industry in Poland. Total return to shareholders over the past three years is a loss of 1.1%.
Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improved over the past weekAfter last week's 20% share price gain to zł13.40, the stock is trading at a trailing P/E ratio of 11x, up from the previous P/E ratio of 9.2x. This compares to an average P/E of 20x in the Software industry in Poland. Total return to shareholders over the past three years is a loss of 3.2%.
Is New 90 Day High Low • Dec 29New 90-day low: zł11.20The company is down 25% from its price of zł15.00 on 30 September 2020. The Polish market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 2.0% over the same period.
分析記事 • Dec 22Here's Why We Don't Think LSI Software's (WSE:LSI) Statutory Earnings Reflect Its Underlying Earnings PotentialStatistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. Having said that...
分析記事 • Nov 23Will The ROCE Trend At LSI Software (WSE:LSI) Continue?If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
Is New 90 Day High Low • Oct 14New 90-day low: zł13.00The company is down 6.0% from its price of zł13.90 on 16 July 2020. The Polish market is also down 6.0% 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 3.0% over the same period.
Reported Earnings • Sep 27First half earnings releasedOver the last 12 months the company has reported total profits of zł4.78m, down 12% from the prior year. Total revenue was zł50.6m over the last 12 months, up 7.4% from the prior year.
お知らせ • Sep 24LSI Software S.A. to Report First Half, 2020 Results on Sep 25, 2020LSI Software S.A. announced that they will report first half, 2020 results on Sep 25, 2020