View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsSescom 将来の成長Future 基準チェック /06現在、 Sescomの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率IT 収益成長13.3%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesReported Earnings • Jun 19Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: zł71.6m (up 52% from 2Q 2023). Net loss: zł1.30m (down 154% from profit in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.分析記事 • May 21Sescom S.A.'s (WSE:SES) Shares Leap 25% Yet They're Still Not Telling The Full StorySescom S.A. ( WSE:SES ) shares have had a really impressive month, gaining 25% after a shaky period beforehand. The...分析記事 • May 21Market Might Still Lack Some Conviction On Sescom S.A. (WSE:SES) Even After 25% Share Price BoostSescom S.A. ( WSE:SES ) shareholders would be excited to see that the share price has had a great month, posting a 25...Valuation Update With 7 Day Price Move • May 21Investor sentiment improves as stock rises 23%After last week's 23% share price gain to zł76.40, the stock trades at a trailing P/E ratio of 7.7x. Average trailing P/E is 16x in the IT industry in Poland. Total returns to shareholders of 102% over the past three years.分析記事 • Mar 08There Are Reasons To Feel Uneasy About Sescom's (WSE:SES) Returns On CapitalIf 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...お知らせ • Mar 06Sescom S.A., Annual General Meeting, Mar 29, 2024Sescom S.A., Annual General Meeting, Mar 29, 2024, at 09:00 Central European Standard Time.Reported Earnings • Mar 03First quarter 2024 earnings released: EPS: zł0.59 (vs zł0.45 in 1Q 2023)First quarter 2024 results: EPS: zł0.59 (up from zł0.45 in 1Q 2023). Revenue: zł69.2m (up 48% from 1Q 2023). Net income: zł1.21m (up 30% from 1Q 2023). Profit margin: 1.7% (down from 2.0% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Feb 07Investor sentiment improves as stock rises 18%After last week's 18% share price gain to zł60.00, the stock trades at a trailing P/E ratio of 6.1x. Average trailing P/E is 14x in the IT industry in Poland. Total returns to shareholders of 64% over the past three years.分析記事 • Feb 07Sescom's (WSE:SES) Attractive Earnings Are Not All Good News For ShareholdersInvestors were disappointed with Sescom S.A.'s ( WSE:SES ) recent earnings release. We did some digging and found some...New Risk • Feb 06New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 34% 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 Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Earnings have declined by 23% per year over the past 5 years. High level of non-cash earnings (34% accrual ratio). Minor Risk Market cap is less than US$100m (zł119.9m market cap, or US$29.6m).分析記事 • Jan 23Sescom S.A.'s (WSE:SES) Shares Leap 32% Yet They're Still Not Telling The Full StorySescom S.A. ( WSE:SES ) shareholders have had their patience rewarded with a 32% share price jump in the last month...分析記事 • Dec 08Sescom's (WSE:SES) Returns On Capital Not Reflecting Well On The BusinessDid you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...分析記事 • Oct 16Does Sescom (WSE:SES) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Oct 15+ 3 more updatesSescom S.A. to Report Q4, 2023 Results on Feb 29, 2024Sescom S.A. announced that they will report Q4, 2023 results on Feb 29, 2024Reported Earnings • Aug 31Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: zł58.5m (up 62% from 3Q 2022). Net loss: zł1.15m (loss widened 4.8% from 3Q 2022).New Risk • Aug 23New 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 10% 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 (10% average weekly change). Earnings have declined by 48% per year over the past 5 years. Minor Risks Profit margins are more than 30% lower than last year (0.1% net profit margin). Market cap is less than US$100m (zł98.4m market cap, or US$23.9m).分析記事 • Jul 15Sescom (WSE:SES) May Have Issues Allocating Its CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...New Risk • Jul 04New 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 7.8% 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: Major Risk Earnings have declined by 43% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.8% average weekly change). Market cap is less than US$100m (zł82.0m market cap, or US$20.2m).Reported Earnings • Mar 07First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: zł46.7m (up 13% from 1Q 2022). Net income: zł931.0k (up 21% from 1Q 2022). Profit margin: 2.0% (up from 1.9% in 1Q 2022). The increase in margin was driven by higher revenue.Reported Earnings • Feb 04Full year 2022 earnings releasedFull year 2022 results: Revenue: zł158.9k (down 100% from FY 2021). Net loss: zł3.1k (down 100% from profit in FY 2021). Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.分析記事 • Nov 25There Are Reasons To Feel Uneasy About Sescom's (WSE:SES) Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...お知らせ • Oct 12+ 3 more updatesSescom S.A. to Report First Half, 2023 Results on Jun 30, 2023Sescom S.A. announced that they will report first half, 2023 results on Jun 30, 2023Reported Earnings • Jun 25Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: (down 100% from 2Q 2021). Net income: (up zł153.6k from 2Q 2021). Profit margin: (up from net loss in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has remained flat, which means it is well ahead of earnings.お知らせ • Jun 17Sescom S.A. to Report First Half, 2022 Results on Jun 23, 2022Sescom S.A. announced that they will report first half, 2022 results on Jun 23, 2022Valuation Update With 7 Day Price Move • Jun 02Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł34.80, the stock trades at a trailing P/E ratio of 41.4x. Average trailing P/E is 20x in the IT industry in Poland. Total returns to shareholders of 27% over the past three years.分析記事 • May 31Sescom (WSE:SES) Is Reinvesting At Lower Rates Of ReturnWhat 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 • Mar 17Investor sentiment improved over the past weekAfter last week's 18% share price gain to zł37.40, the stock trades at a trailing P/E ratio of 44.5x. Average trailing P/E is 16x in the IT industry in Poland. Total returns to shareholders of 8.0% over the past three years.お知らせ • Mar 07Sescom S.A., Annual General Meeting, Mar 30, 2022Sescom S.A., Annual General Meeting, Mar 30, 2022, at 13:00 Central European Standard Time.Reported Earnings • Mar 06First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: EPS: zł0.37 (down from zł0.86 in 1Q 2021). Revenue: zł41.2m (up 13% from 1Q 2021). Net income: zł768.3k (down 56% from 1Q 2021). Profit margin: 1.9% (down from 4.9% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has remained flat, which means it is well ahead of earnings.分析記事 • Feb 15Sescom (WSE:SES) Could Be Struggling To Allocate 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 • Feb 11Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to zł40.00, the stock trades at a trailing P/E ratio of 30.1x. Average trailing P/E is 15x in the IT industry in Poland. Total returns to shareholders of 35% over the past three years.お知らせ • Feb 04+ 1 more updateSescom S.A. to Report Q4, 2021 Results on Mar 01, 2022Sescom S.A. announced that they will report Q4, 2021 results on Mar 01, 2022Reported Earnings • Feb 02Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: zł134.4m (down 1.0% from FY 2020). Net income: zł2.72m (down 46% from FY 2020). Profit margin: 2.0% (down from 3.7% in FY 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Jan 24Investor sentiment deteriorated over the past weekAfter last week's 23% share price decline to zł42.00, the stock trades at a trailing P/E ratio of 24.6x. Average trailing P/E is 16x in the IT industry in Poland. Total returns to shareholders of 70% over the past three years.Valuation Update With 7 Day Price Move • Dec 01Investor sentiment improved over the past weekAfter last week's 23% share price gain to zł62.50, the stock trades at a trailing P/E ratio of 36.7x. Average trailing P/E is 14x in the IT industry in Poland. Total returns to shareholders of 124% over the past three years.分析記事 • Nov 10Sescom (WSE:SES) Might Be Having Difficulty Using Its Capital EffectivelyIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Reported Earnings • Sep 02Third quarter 2021 earnings releasedThe company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: zł30.7m (up 15% from 3Q 2020). Net income: zł1.21m (down 7.8% from 3Q 2020). Profit margin: 3.9% (down from 4.9% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 30% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Sep 01Investor sentiment improved over the past weekAfter last week's 22% share price gain to zł60.00, the stock trades at a trailing P/E ratio of 32.8x. Average trailing P/E is 16x in the IT industry in Poland. Total returns to shareholders of 112% over the past three years.分析記事 • Jul 30Sescom's (WSE:SES) Returns On Capital Not Reflecting Well On The BusinessThere 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...Valuation Update With 7 Day Price Move • Jul 29Investor sentiment improved over the past weekAfter last week's 22% share price gain to zł49.40, the stock trades at a trailing P/E ratio of 27x. Average trailing P/E is 17x in the IT industry in Poland. Total returns to shareholders of 138% over the past three years.Reported Earnings • Jul 06Second quarter 2021 earnings releasedThe company reported a poor second quarter result with weaker earnings, revenues and control over costs. Second quarter 2021 results: Revenue: zł28.9m (down 17% from 2Q 2020). Net loss: zł153.6k (down 130% from profit in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 25% per year, which means it is well ahead of earnings.お知らせ • Mar 06Sescom S.A., Annual General Meeting, Mar 30, 2021Sescom S.A., Annual General Meeting, Mar 30, 2021.Reported Earnings • Mar 03First quarter 2021 earnings releasedThe company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: zł36.3m (down 17% from 1Q 2020). Net income: zł1.77m (down 34% from 1Q 2020). Profit margin: 4.9% (down from 6.1% in 1Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.Reported Earnings • Feb 04Full year 2020 earnings releasedThe company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: zł135.8m (up 3.2% from FY 2019). Net income: zł5.08m (down 6.1% from FY 2019). Profit margin: 3.7% (down from 4.1% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.分析記事 • Jan 25Here's Why We Think Sescom's (WSE:SES) Statutory Earnings Might Be ConservativeMany investors consider it preferable to invest in profitable companies over unprofitable ones, because profitability...Valuation Update With 7 Day Price Move • Jan 18Investor sentiment improved over the past weekAfter last week's 17% share price gain to zł35.00, the stock is trading at a trailing P/E ratio of 15.5x, up from the previous P/E ratio of 13.3x. This compares to an average P/E of 14x in the IT industry in Poland. Total return to shareholders over the past three years is a loss of 10%.Valuation Update With 7 Day Price Move • Jan 13Investor sentiment improved over the past weekAfter last week's 28% share price gain to zł36.00, the stock is trading at a trailing P/E ratio of 15.9x, up from the previous P/E ratio of 12.5x. This compares to an average P/E of 13x in the IT industry in Poland. Total return to shareholders over the past three years is a loss of 7.7%.Is New 90 Day High Low • Jan 09New 90-day high: zł30.00The company is up 2.0% from its price of zł29.40 on 09 October 2020. The Polish market is up 20% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the IT industry, which is down 4.0% over the same period.分析記事 • Nov 30Sescom S.A.'s (WSE:SES) Stock Has Seen Strong Momentum: Does That Call For Deeper Study Of Its Financial Prospects?Sescom's (WSE:SES) stock is up by a considerable 32% over the past three months. Given that stock prices are usually...Valuation Update With 7 Day Price Move • Nov 18Market bids up stock over the past weekAfter last week's 24% share price gain to zł27.60, the stock is trading at a trailing P/E ratio of 12.2x, up from the previous P/E ratio of 9.8x. This compares to an average P/E of 15x in the IT industry in Poland. Total return to shareholders over the past three years is a loss of 29%.Valuation Update With 7 Day Price Move • Nov 11Market pulls back on stock over the past weekAfter last week's 15% share price decline to zł22.20, the stock is trading at a trailing P/E ratio of 9.8x, down from the previous P/E ratio of 11.6x. This compares to an average P/E of 14x in the IT industry in Poland. Total return to shareholders over the past three years is a loss of 43%.お知らせ • Oct 27+ 3 more updatesSescom S.A. to Report Q2, 2021 Results on Aug 30, 2021Sescom S.A. announced that they will report Q2, 2021 results on Aug 30, 2021Valuation Update With 7 Day Price Move • Oct 13Market pulls back on stock over the past weekAfter last week's 19% share price decline to zł25.60, the stock is trading at a trailing P/E ratio of 11.3x, down from the previous P/E ratio of 14x. This compares to an average P/E of 14x in the IT industry in Poland. Total return to shareholders over the past three years is a loss of 34%.Is New 90 Day High Low • Sep 30New 90-day high: zł30.00The company is up 50% from its price of zł20.00 on 02 July 2020. The Polish market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 5.0% over the same period. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Sescom は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測WSE:SES - アナリストの将来予測と過去の財務データ ( )PLN Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数6/30/2024285211618N/A3/31/20242761768N/A12/31/2023252201013N/A9/30/20232292058N/A6/30/2023198213N/A3/31/2023176014N/A12/31/2022164-302N/A9/30/2022159-314N/A6/30/2022152-115N/A3/31/2022146116N/A12/31/2021139205N/A9/30/2021134316N/A6/30/2021127315N/A3/31/202112331013N/A12/31/202012841415N/A9/30/202013651415N/A6/30/202013851314N/A3/31/2020143478N/A12/31/2019136534N/A9/30/2019132545N/A6/30/2019136756N/A3/31/20191421067N/A12/31/20181421055N/A9/30/2018131855N/A6/30/2018124911N/A3/31/20181096N/A0N/A12/31/20171016N/A3N/A9/30/2017965N/A2N/A6/30/2017924N/A2N/A3/31/2017854N/A3N/A12/31/2016795N/A-2N/A9/30/2016704N/A0N/A6/30/2016674N/A1N/A3/31/2016615N/A0N/A12/31/2015523N/A4N/A9/30/2015453N/A0N/A6/30/2015293N/A1N/A3/31/2015253N/A1N/A12/31/2014233N/A0N/A9/30/2014252N/A1N/A6/30/2014212N/A1N/A3/31/2014201N/A1N/A12/31/2013201N/A1N/A9/30/2013201N/A1N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: SESの予測収益成長が 貯蓄率 ( 3.9% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: SESの収益がPolish市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: SESの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: SESの収益がPolish市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: SESの収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: SESの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YSoftware 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2024/09/11 18:56終値2024/06/14 00:00収益2024/06/30年間収益2023/09/30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Sescom 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
Reported Earnings • Jun 19Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: zł71.6m (up 52% from 2Q 2023). Net loss: zł1.30m (down 154% from profit in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.
分析記事 • May 21Sescom S.A.'s (WSE:SES) Shares Leap 25% Yet They're Still Not Telling The Full StorySescom S.A. ( WSE:SES ) shares have had a really impressive month, gaining 25% after a shaky period beforehand. The...
分析記事 • May 21Market Might Still Lack Some Conviction On Sescom S.A. (WSE:SES) Even After 25% Share Price BoostSescom S.A. ( WSE:SES ) shareholders would be excited to see that the share price has had a great month, posting a 25...
Valuation Update With 7 Day Price Move • May 21Investor sentiment improves as stock rises 23%After last week's 23% share price gain to zł76.40, the stock trades at a trailing P/E ratio of 7.7x. Average trailing P/E is 16x in the IT industry in Poland. Total returns to shareholders of 102% over the past three years.
分析記事 • Mar 08There Are Reasons To Feel Uneasy About Sescom's (WSE:SES) Returns On CapitalIf 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...
お知らせ • Mar 06Sescom S.A., Annual General Meeting, Mar 29, 2024Sescom S.A., Annual General Meeting, Mar 29, 2024, at 09:00 Central European Standard Time.
Reported Earnings • Mar 03First quarter 2024 earnings released: EPS: zł0.59 (vs zł0.45 in 1Q 2023)First quarter 2024 results: EPS: zł0.59 (up from zł0.45 in 1Q 2023). Revenue: zł69.2m (up 48% from 1Q 2023). Net income: zł1.21m (up 30% from 1Q 2023). Profit margin: 1.7% (down from 2.0% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Feb 07Investor sentiment improves as stock rises 18%After last week's 18% share price gain to zł60.00, the stock trades at a trailing P/E ratio of 6.1x. Average trailing P/E is 14x in the IT industry in Poland. Total returns to shareholders of 64% over the past three years.
分析記事 • Feb 07Sescom's (WSE:SES) Attractive Earnings Are Not All Good News For ShareholdersInvestors were disappointed with Sescom S.A.'s ( WSE:SES ) recent earnings release. We did some digging and found some...
New Risk • Feb 06New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 34% 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 Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Earnings have declined by 23% per year over the past 5 years. High level of non-cash earnings (34% accrual ratio). Minor Risk Market cap is less than US$100m (zł119.9m market cap, or US$29.6m).
分析記事 • Jan 23Sescom S.A.'s (WSE:SES) Shares Leap 32% Yet They're Still Not Telling The Full StorySescom S.A. ( WSE:SES ) shareholders have had their patience rewarded with a 32% share price jump in the last month...
分析記事 • Dec 08Sescom's (WSE:SES) Returns On Capital Not Reflecting Well On The BusinessDid you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...
分析記事 • Oct 16Does Sescom (WSE:SES) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Oct 15+ 3 more updatesSescom S.A. to Report Q4, 2023 Results on Feb 29, 2024Sescom S.A. announced that they will report Q4, 2023 results on Feb 29, 2024
Reported Earnings • Aug 31Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: zł58.5m (up 62% from 3Q 2022). Net loss: zł1.15m (loss widened 4.8% from 3Q 2022).
New Risk • Aug 23New 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 10% 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 (10% average weekly change). Earnings have declined by 48% per year over the past 5 years. Minor Risks Profit margins are more than 30% lower than last year (0.1% net profit margin). Market cap is less than US$100m (zł98.4m market cap, or US$23.9m).
分析記事 • Jul 15Sescom (WSE:SES) May Have Issues Allocating Its CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
New Risk • Jul 04New 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 7.8% 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: Major Risk Earnings have declined by 43% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.8% average weekly change). Market cap is less than US$100m (zł82.0m market cap, or US$20.2m).
Reported Earnings • Mar 07First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: zł46.7m (up 13% from 1Q 2022). Net income: zł931.0k (up 21% from 1Q 2022). Profit margin: 2.0% (up from 1.9% in 1Q 2022). The increase in margin was driven by higher revenue.
Reported Earnings • Feb 04Full year 2022 earnings releasedFull year 2022 results: Revenue: zł158.9k (down 100% from FY 2021). Net loss: zł3.1k (down 100% from profit in FY 2021). Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
分析記事 • Nov 25There Are Reasons To Feel Uneasy About Sescom's (WSE:SES) Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
お知らせ • Oct 12+ 3 more updatesSescom S.A. to Report First Half, 2023 Results on Jun 30, 2023Sescom S.A. announced that they will report first half, 2023 results on Jun 30, 2023
Reported Earnings • Jun 25Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: (down 100% from 2Q 2021). Net income: (up zł153.6k from 2Q 2021). Profit margin: (up from net loss in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
お知らせ • Jun 17Sescom S.A. to Report First Half, 2022 Results on Jun 23, 2022Sescom S.A. announced that they will report first half, 2022 results on Jun 23, 2022
Valuation Update With 7 Day Price Move • Jun 02Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł34.80, the stock trades at a trailing P/E ratio of 41.4x. Average trailing P/E is 20x in the IT industry in Poland. Total returns to shareholders of 27% over the past three years.
分析記事 • May 31Sescom (WSE:SES) Is Reinvesting At Lower Rates Of ReturnWhat 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 • Mar 17Investor sentiment improved over the past weekAfter last week's 18% share price gain to zł37.40, the stock trades at a trailing P/E ratio of 44.5x. Average trailing P/E is 16x in the IT industry in Poland. Total returns to shareholders of 8.0% over the past three years.
お知らせ • Mar 07Sescom S.A., Annual General Meeting, Mar 30, 2022Sescom S.A., Annual General Meeting, Mar 30, 2022, at 13:00 Central European Standard Time.
Reported Earnings • Mar 06First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: EPS: zł0.37 (down from zł0.86 in 1Q 2021). Revenue: zł41.2m (up 13% from 1Q 2021). Net income: zł768.3k (down 56% from 1Q 2021). Profit margin: 1.9% (down from 4.9% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
分析記事 • Feb 15Sescom (WSE:SES) Could Be Struggling To Allocate 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 • Feb 11Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to zł40.00, the stock trades at a trailing P/E ratio of 30.1x. Average trailing P/E is 15x in the IT industry in Poland. Total returns to shareholders of 35% over the past three years.
お知らせ • Feb 04+ 1 more updateSescom S.A. to Report Q4, 2021 Results on Mar 01, 2022Sescom S.A. announced that they will report Q4, 2021 results on Mar 01, 2022
Reported Earnings • Feb 02Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: zł134.4m (down 1.0% from FY 2020). Net income: zł2.72m (down 46% from FY 2020). Profit margin: 2.0% (down from 3.7% in FY 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Jan 24Investor sentiment deteriorated over the past weekAfter last week's 23% share price decline to zł42.00, the stock trades at a trailing P/E ratio of 24.6x. Average trailing P/E is 16x in the IT industry in Poland. Total returns to shareholders of 70% over the past three years.
Valuation Update With 7 Day Price Move • Dec 01Investor sentiment improved over the past weekAfter last week's 23% share price gain to zł62.50, the stock trades at a trailing P/E ratio of 36.7x. Average trailing P/E is 14x in the IT industry in Poland. Total returns to shareholders of 124% over the past three years.
分析記事 • Nov 10Sescom (WSE:SES) Might Be Having Difficulty Using Its Capital EffectivelyIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Reported Earnings • Sep 02Third quarter 2021 earnings releasedThe company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: zł30.7m (up 15% from 3Q 2020). Net income: zł1.21m (down 7.8% from 3Q 2020). Profit margin: 3.9% (down from 4.9% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 30% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Sep 01Investor sentiment improved over the past weekAfter last week's 22% share price gain to zł60.00, the stock trades at a trailing P/E ratio of 32.8x. Average trailing P/E is 16x in the IT industry in Poland. Total returns to shareholders of 112% over the past three years.
分析記事 • Jul 30Sescom's (WSE:SES) Returns On Capital Not Reflecting Well On The BusinessThere 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...
Valuation Update With 7 Day Price Move • Jul 29Investor sentiment improved over the past weekAfter last week's 22% share price gain to zł49.40, the stock trades at a trailing P/E ratio of 27x. Average trailing P/E is 17x in the IT industry in Poland. Total returns to shareholders of 138% over the past three years.
Reported Earnings • Jul 06Second quarter 2021 earnings releasedThe company reported a poor second quarter result with weaker earnings, revenues and control over costs. Second quarter 2021 results: Revenue: zł28.9m (down 17% from 2Q 2020). Net loss: zł153.6k (down 130% from profit in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 25% per year, which means it is well ahead of earnings.
お知らせ • Mar 06Sescom S.A., Annual General Meeting, Mar 30, 2021Sescom S.A., Annual General Meeting, Mar 30, 2021.
Reported Earnings • Mar 03First quarter 2021 earnings releasedThe company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: zł36.3m (down 17% from 1Q 2020). Net income: zł1.77m (down 34% from 1Q 2020). Profit margin: 4.9% (down from 6.1% in 1Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
Reported Earnings • Feb 04Full year 2020 earnings releasedThe company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: zł135.8m (up 3.2% from FY 2019). Net income: zł5.08m (down 6.1% from FY 2019). Profit margin: 3.7% (down from 4.1% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
分析記事 • Jan 25Here's Why We Think Sescom's (WSE:SES) Statutory Earnings Might Be ConservativeMany investors consider it preferable to invest in profitable companies over unprofitable ones, because profitability...
Valuation Update With 7 Day Price Move • Jan 18Investor sentiment improved over the past weekAfter last week's 17% share price gain to zł35.00, the stock is trading at a trailing P/E ratio of 15.5x, up from the previous P/E ratio of 13.3x. This compares to an average P/E of 14x in the IT industry in Poland. Total return to shareholders over the past three years is a loss of 10%.
Valuation Update With 7 Day Price Move • Jan 13Investor sentiment improved over the past weekAfter last week's 28% share price gain to zł36.00, the stock is trading at a trailing P/E ratio of 15.9x, up from the previous P/E ratio of 12.5x. This compares to an average P/E of 13x in the IT industry in Poland. Total return to shareholders over the past three years is a loss of 7.7%.
Is New 90 Day High Low • Jan 09New 90-day high: zł30.00The company is up 2.0% from its price of zł29.40 on 09 October 2020. The Polish market is up 20% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the IT industry, which is down 4.0% over the same period.
分析記事 • Nov 30Sescom S.A.'s (WSE:SES) Stock Has Seen Strong Momentum: Does That Call For Deeper Study Of Its Financial Prospects?Sescom's (WSE:SES) stock is up by a considerable 32% over the past three months. Given that stock prices are usually...
Valuation Update With 7 Day Price Move • Nov 18Market bids up stock over the past weekAfter last week's 24% share price gain to zł27.60, the stock is trading at a trailing P/E ratio of 12.2x, up from the previous P/E ratio of 9.8x. This compares to an average P/E of 15x in the IT industry in Poland. Total return to shareholders over the past three years is a loss of 29%.
Valuation Update With 7 Day Price Move • Nov 11Market pulls back on stock over the past weekAfter last week's 15% share price decline to zł22.20, the stock is trading at a trailing P/E ratio of 9.8x, down from the previous P/E ratio of 11.6x. This compares to an average P/E of 14x in the IT industry in Poland. Total return to shareholders over the past three years is a loss of 43%.
お知らせ • Oct 27+ 3 more updatesSescom S.A. to Report Q2, 2021 Results on Aug 30, 2021Sescom S.A. announced that they will report Q2, 2021 results on Aug 30, 2021
Valuation Update With 7 Day Price Move • Oct 13Market pulls back on stock over the past weekAfter last week's 19% share price decline to zł25.60, the stock is trading at a trailing P/E ratio of 11.3x, down from the previous P/E ratio of 14x. This compares to an average P/E of 14x in the IT industry in Poland. Total return to shareholders over the past three years is a loss of 34%.
Is New 90 Day High Low • Sep 30New 90-day high: zł30.00The company is up 50% from its price of zł20.00 on 02 July 2020. The Polish market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 5.0% over the same period.