View Future GrowthSoftware Mansion 過去の業績過去 基準チェック /36Software Mansionは、平均年間20.1%の収益成長を遂げていますが、 IT業界の収益は、年間 成長しています。収益は、平均年間19% 22.7%収益成長率で 成長しています。 Software Mansionの自己資本利益率は44.7%であり、純利益率は17.4%です。主要情報20.10%収益成長率23.84%EPS成長率IT 業界の成長15.41%収益成長率22.65%株主資本利益率44.67%ネット・マージン17.38%次回の業績アップデート12 May 2026最近の業績更新分析記事 • Nov 12Weak Statutory Earnings May Not Tell The Whole Story For Software Mansion (WSE:SWM)The subdued market reaction suggests that Software Mansion S.A.'s ( WSE:SWM ) recent earnings didn't contain any...Reported Earnings • Nov 09Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: zł26.6m (up 17% from 3Q 2024). Net income: zł2.41m (down 20% from 3Q 2024). Profit margin: 9.1% (down from 13% in 3Q 2024). The decrease in margin was driven by higher expenses.お知らせ • Nov 06Software Mansion S.A. to Report Q3, 2025 Results on Nov 04, 2025Software Mansion S.A. announced that they will report Q3, 2025 results on Nov 04, 2025お知らせ • Jan 29Software Mansion Spolka Akcyjna to Report Q4, 2023 Results on Feb 14, 2024Software Mansion Spolka Akcyjna announced that they will report Q4, 2023 results on Feb 14, 2024お知らせ • Jan 28+ 3 more updatesSoftware Mansion Spolka Akcyjna to Report Q3, 2024 Results on Nov 07, 2024Software Mansion Spolka Akcyjna announced that they will report Q3, 2024 results on Nov 07, 2024すべての更新を表示Recent updatesNew Risk • Apr 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 7.0% 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 Dividend is not well covered by cash flows (108% cash payout ratio). Share price has been volatile over the past 3 months (7.0% average weekly change). Profit margins are more than 30% lower than last year (17% net profit margin). Market cap is less than US$100m (zł299.1m market cap, or US$82.8m).New Risk • Apr 06New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 17% Last year net profit margin: 29% 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: Minor Risks Dividend is not well covered by cash flows (108% cash payout ratio). Profit margins are more than 30% lower than last year (17% net profit margin). Market cap is less than US$100m (zł309.7m market cap, or US$83.4m).Buy Or Sell Opportunity • Apr 01Now 23% overvaluedOver the last 90 days, the stock has fallen 22% to zł29.80. The fair value is estimated to be zł24.16, however this is not to be taken as a sell recommendation but rather should be used as a guide only.New Risk • Feb 24New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: zł354.6m (US$99.2m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (24% accrual ratio). Minor Risks Dividend is not well covered by cash flows (111% cash payout ratio). Market cap is less than US$100m (zł354.6m market cap, or US$99.2m).分析記事 • Jan 13Pinning Down Software Mansion S.A.'s (WSE:SWM) P/E Is Difficult Right NowWith a price-to-earnings (or "P/E") ratio of 18.3x Software Mansion S.A. ( WSE:SWM ) may be sending bearish signals at...分析記事 • Nov 12Weak Statutory Earnings May Not Tell The Whole Story For Software Mansion (WSE:SWM)The subdued market reaction suggests that Software Mansion S.A.'s ( WSE:SWM ) recent earnings didn't contain any...New Risk • Nov 12New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 25% 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 (25% accrual ratio). Minor Risks Dividend is not well covered by cash flows (111% cash payout ratio). Share price has been volatile over the past 3 months (8.0% average weekly change).Reported Earnings • Nov 09Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: zł26.6m (up 17% from 3Q 2024). Net income: zł2.41m (down 20% from 3Q 2024). Profit margin: 9.1% (down from 13% in 3Q 2024). The decrease in margin was driven by higher expenses.お知らせ • Nov 06Software Mansion S.A. to Report Q3, 2025 Results on Nov 04, 2025Software Mansion S.A. announced that they will report Q3, 2025 results on Nov 04, 2025Valuation Update With 7 Day Price Move • Sep 29Investor sentiment improves as stock rises 19%After last week's 19% share price gain to zł48.00, the stock trades at a trailing P/E ratio of 21.3x. Average trailing P/E is 21x in the IT industry in Poland. Total returns to shareholders of 54% over the past year.New Risk • Aug 27New 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 6.4% 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. This is currently the only risk that has been identified for the company.Upcoming Dividend • Aug 21Upcoming dividend of zł2.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 30 September 2025. Payout ratio and cash payout ratio are on the higher end at 89% and 80% respectively. Trailing yield: 3.9%. Lower than top quartile of Polish dividend payers (7.1%). Higher than average of industry peers (2.8%).Buy Or Sell Opportunity • Jun 23Now 20% undervaluedOver the last 90 days, the stock has risen 19% to zł46.40. The fair value is estimated to be zł58.14, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last year. Earnings per share has grown by 114%.分析記事 • Jun 15Software Mansion's (WSE:SWM) Dividend Will Be Increased To PLN2.00The board of Software Mansion S.A. ( WSE:SWM ) has announced that it will be increasing its dividend by 106% on the...New Risk • Jul 26New 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 No financial data reported. Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risk Market cap is less than US$100m (zł330.9m market cap, or US$84.1m).お知らせ • May 22Software Mansion Spolka Akcyjna, Annual General Meeting, Jun 17, 2024Software Mansion Spolka Akcyjna, Annual General Meeting, Jun 17, 2024, at 13:00 Central European Standard Time.お知らせ • Jan 29Software Mansion Spolka Akcyjna to Report Q4, 2023 Results on Feb 14, 2024Software Mansion Spolka Akcyjna announced that they will report Q4, 2023 results on Feb 14, 2024お知らせ • Jan 28+ 3 more updatesSoftware Mansion Spolka Akcyjna to Report Q3, 2024 Results on Nov 07, 2024Software Mansion Spolka Akcyjna announced that they will report Q3, 2024 results on Nov 07, 2024収支内訳Software Mansion の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史WSE:SWM 収益、費用、利益 ( )PLN Millions日付収益収益G+A経費研究開発費31 Dec 251182155030 Sep 251162353030 Jun 251122448031 Mar 251073145031 Dec 241002941030 Sep 24912538030 Jun 24872436031 Mar 24781433031 Dec 23741131030 Sep 23701030030 Jun 23701328031 Mar 23681626031 Dec 22631724031 Dec 214014150質の高い収益: SWMは 高品質の収益 を持っています。利益率の向上: SWMの現在の純利益率 (17.4%)は、昨年(28.9%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: SWMの収益は過去 5 年間で年間20.1%増加しました。成長の加速: SWMは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: SWMは過去 1 年間で収益成長率がマイナス ( -28.9% ) となったため、 IT業界平均 ( 5% ) と比較することが困難です。株主資本利益率高いROE: SWMの 自己資本利益率 ( 44.7% ) は 傑出している と考えられます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YSoftware 、過去の業績が好調な企業。View Financial Health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2026/05/08 05:47終値2026/05/08 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Software Mansion 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
分析記事 • Nov 12Weak Statutory Earnings May Not Tell The Whole Story For Software Mansion (WSE:SWM)The subdued market reaction suggests that Software Mansion S.A.'s ( WSE:SWM ) recent earnings didn't contain any...
Reported Earnings • Nov 09Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: zł26.6m (up 17% from 3Q 2024). Net income: zł2.41m (down 20% from 3Q 2024). Profit margin: 9.1% (down from 13% in 3Q 2024). The decrease in margin was driven by higher expenses.
お知らせ • Nov 06Software Mansion S.A. to Report Q3, 2025 Results on Nov 04, 2025Software Mansion S.A. announced that they will report Q3, 2025 results on Nov 04, 2025
お知らせ • Jan 29Software Mansion Spolka Akcyjna to Report Q4, 2023 Results on Feb 14, 2024Software Mansion Spolka Akcyjna announced that they will report Q4, 2023 results on Feb 14, 2024
お知らせ • Jan 28+ 3 more updatesSoftware Mansion Spolka Akcyjna to Report Q3, 2024 Results on Nov 07, 2024Software Mansion Spolka Akcyjna announced that they will report Q3, 2024 results on Nov 07, 2024
New Risk • Apr 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 7.0% 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 Dividend is not well covered by cash flows (108% cash payout ratio). Share price has been volatile over the past 3 months (7.0% average weekly change). Profit margins are more than 30% lower than last year (17% net profit margin). Market cap is less than US$100m (zł299.1m market cap, or US$82.8m).
New Risk • Apr 06New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 17% Last year net profit margin: 29% 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: Minor Risks Dividend is not well covered by cash flows (108% cash payout ratio). Profit margins are more than 30% lower than last year (17% net profit margin). Market cap is less than US$100m (zł309.7m market cap, or US$83.4m).
Buy Or Sell Opportunity • Apr 01Now 23% overvaluedOver the last 90 days, the stock has fallen 22% to zł29.80. The fair value is estimated to be zł24.16, however this is not to be taken as a sell recommendation but rather should be used as a guide only.
New Risk • Feb 24New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: zł354.6m (US$99.2m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (24% accrual ratio). Minor Risks Dividend is not well covered by cash flows (111% cash payout ratio). Market cap is less than US$100m (zł354.6m market cap, or US$99.2m).
分析記事 • Jan 13Pinning Down Software Mansion S.A.'s (WSE:SWM) P/E Is Difficult Right NowWith a price-to-earnings (or "P/E") ratio of 18.3x Software Mansion S.A. ( WSE:SWM ) may be sending bearish signals at...
分析記事 • Nov 12Weak Statutory Earnings May Not Tell The Whole Story For Software Mansion (WSE:SWM)The subdued market reaction suggests that Software Mansion S.A.'s ( WSE:SWM ) recent earnings didn't contain any...
New Risk • Nov 12New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 25% 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 (25% accrual ratio). Minor Risks Dividend is not well covered by cash flows (111% cash payout ratio). Share price has been volatile over the past 3 months (8.0% average weekly change).
Reported Earnings • Nov 09Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: zł26.6m (up 17% from 3Q 2024). Net income: zł2.41m (down 20% from 3Q 2024). Profit margin: 9.1% (down from 13% in 3Q 2024). The decrease in margin was driven by higher expenses.
お知らせ • Nov 06Software Mansion S.A. to Report Q3, 2025 Results on Nov 04, 2025Software Mansion S.A. announced that they will report Q3, 2025 results on Nov 04, 2025
Valuation Update With 7 Day Price Move • Sep 29Investor sentiment improves as stock rises 19%After last week's 19% share price gain to zł48.00, the stock trades at a trailing P/E ratio of 21.3x. Average trailing P/E is 21x in the IT industry in Poland. Total returns to shareholders of 54% over the past year.
New Risk • Aug 27New 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 6.4% 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. This is currently the only risk that has been identified for the company.
Upcoming Dividend • Aug 21Upcoming dividend of zł2.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 30 September 2025. Payout ratio and cash payout ratio are on the higher end at 89% and 80% respectively. Trailing yield: 3.9%. Lower than top quartile of Polish dividend payers (7.1%). Higher than average of industry peers (2.8%).
Buy Or Sell Opportunity • Jun 23Now 20% undervaluedOver the last 90 days, the stock has risen 19% to zł46.40. The fair value is estimated to be zł58.14, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last year. Earnings per share has grown by 114%.
分析記事 • Jun 15Software Mansion's (WSE:SWM) Dividend Will Be Increased To PLN2.00The board of Software Mansion S.A. ( WSE:SWM ) has announced that it will be increasing its dividend by 106% on the...
New Risk • Jul 26New 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 No financial data reported. Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risk Market cap is less than US$100m (zł330.9m market cap, or US$84.1m).
お知らせ • May 22Software Mansion Spolka Akcyjna, Annual General Meeting, Jun 17, 2024Software Mansion Spolka Akcyjna, Annual General Meeting, Jun 17, 2024, at 13:00 Central European Standard Time.
お知らせ • Jan 29Software Mansion Spolka Akcyjna to Report Q4, 2023 Results on Feb 14, 2024Software Mansion Spolka Akcyjna announced that they will report Q4, 2023 results on Feb 14, 2024
お知らせ • Jan 28+ 3 more updatesSoftware Mansion Spolka Akcyjna to Report Q3, 2024 Results on Nov 07, 2024Software Mansion Spolka Akcyjna announced that they will report Q3, 2024 results on Nov 07, 2024