Cyfrowy Polsat S.A.

WSE:CPS 株式レポート

時価総額：zł9.8b

Cyfrowy Polsat 将来の成長

Future 基準チェック /36

Cyfrowy Polsat利益と収益がそれぞれ年間112.6%と2.2%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に4.6% 86.5%なると予測されています。

主要情報

112.6%

収益成長率

86.46%

EPS成長率

Telecom 収益成長20.6%
収益成長率2.2%
将来の株主資本利益率4.61%
アナリストカバレッジ

Good

最終更新日29 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • Jun 03

CPS: Weaker Forward P E Multiple Will Pressure Future Share Returns

Analysts have reiterated a PLN13.54 price target for Cyfrowy Polsat, citing updated assumptions that include a lower forward P/E multiple, a higher profit margin outlook, and a slightly higher discount rate. What's in the News No recent company specific news items were provided in the sources listed, so recent headlines cannot be summarized here.
ナラティブの更新 • May 15

CPS: Lower Discount Rate And Weaker Future P/E Will Pressure Returns

Analysts have raised their price target for Cyfrowy Polsat from PLN 12.60 to PLN 13.54, citing updated assumptions around revenue growth, profit margins, a lower discount rate and a revised future P/E estimate. Valuation Changes Fair Value: PLN 13.54, previously PLN 12.60, reflecting a modest uplift in the valuation estimate per share.
ナラティブの更新 • Apr 24

CPS: Lower Discount Rate And Higher P/E Will Support Measured Future Returns

Analysts have nudged their price target on Cyfrowy Polsat up from PLN 12.33 to PLN 12.60, citing updated assumptions for discount rates, revenue growth, profit margins, and future P/E expectations. Valuation Changes Fair Value increased from PLN 12.33 to PLN 12.60, representing a modest uplift in the modelled estimate.
ナラティブの更新 • Apr 10

CPS: Slightly Lower Assumptions Will Support Stable Margins And Measured Returns

Analysts have slightly reduced their PLN price target for Cyfrowy Polsat to PLN 12.33 from PLN 12.64. This reflects updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E.
ナラティブの更新 • Mar 27

CPS: Stable Margins And Modest Assumption Shifts Will Support Measured Returns

Analysts have maintained their PLN 12.64 price target for Cyfrowy Polsat. Only minor adjustments to inputs such as the discount rate and long-term revenue growth assumptions explain the unchanged assessment.
ナラティブの更新 • Mar 08

CPS: Stable Margins And Minor Model Tweaks Will Support Measured Returns

Analysts have kept their PLN 12.64 price target for Cyfrowy Polsat unchanged, pointing to only minor tweaks in assumptions such as a slightly higher discount rate and a marginally adjusted future P/E estimate as the main factors behind the refreshed model. Valuation Changes Fair Value: Modelled fair value remains virtually unchanged at PLN 12.64 per share, with the updated figure rounded to PLN 12.64.
ナラティブの更新 • Feb 22

CPS: Stable Margins And Upcoming Meeting Will Support Measured Future Returns

Analysts have maintained their PLN fair value estimate for Cyfrowy Polsat at PLN 12.64, making only very small adjustments to inputs such as the discount rate, revenue growth assumptions and future P/E, which results in an unchanged overall price target. What's in the News A Special or Extraordinary Shareholders Meeting is scheduled for December 29, 2025, at 11:00 Central European Standard Time at the registered office at ul.
ナラティブの更新 • Feb 07

CPS: Stable Margins And Board Meeting Will Support Measured Future Returns

Analysts now see only a slight adjustment in Cyfrowy Polsat's implied fair value, with their price target moving from €12.63 to €12.64 as they fine tune assumptions around the discount rate, long term revenue growth, profit margins and future P/E. What's in the News Cyfrowy Polsat has scheduled a Special or Extraordinary Shareholders Meeting for December 29, 2025, at 11:00 Central European Standard Time in its registered office at ul.
ナラティブの更新 • Jan 24

CPS: Stable Margins And Board Changes Will Support Measured Future Returns

Analysts have trimmed their fair value estimate for Cyfrowy Polsat from €13.08 to €12.63, citing updated assumptions for the discount rate, revenue growth, profit margins and future P/E. What's in the News Cyfrowy Polsat has called a Special or Extraordinary Shareholders Meeting for December 29, 2025, scheduled for 11:00 Central European Standard Time at the company’s registered office on ul.
分析記事 • Jan 13

Cyfrowy Polsat S.A.'s (WSE:CPS) Price In Tune With Earnings

With a price-to-earnings (or "P/E") ratio of 21.1x Cyfrowy Polsat S.A. ( WSE:CPS ) may be sending very bearish signals...
ナラティブの更新 • Jan 10

CPS: Stable Margins And Governance Changes Will Support Measured Future Returns

Analysts have trimmed their price target on Cyfrowy Polsat to €13.08, reflecting slightly lower discount rate and forward P/E assumptions while keeping their fair value view broadly unchanged. What's in the News Cyfrowy Polsat has scheduled an Extraordinary General Meeting for December 29, 2025, at 11:00 Central European Standard Time at the company’s registered office on ul.
ナラティブの更新 • Dec 26

CPS: Cost Discipline And Stable Margins Will Support Measured Future Returns

Analysts have slightly raised their price target for Cyfrowy Polsat to approximately €13.08 from about €13.03. This reflects minor improvements in modeled discount rates and long term earnings multiples, while growth and margin expectations remain broadly unchanged.
分析記事 • Dec 18

Is Cyfrowy Polsat (WSE:CPS) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
ナラティブの更新 • Dec 12

CPS: Cost Efficiencies Will Support Margin Recovery After Recent Buy Upgrade

Analysts have modestly lowered their fair value estimate for Cyfrowy Polsat from PLN 14.50 to PLN 13.03, reflecting expectations for slower revenue growth and slimmer profit margins, while also highlighting upside potential with a recently raised PLN 17.20 Street price target. Analyst Commentary Bullish analysts view the recent upgrade and higher target price as a signal that the market may be underestimating Cyfrowy Polsat's ability to stabilize margins and return to a healthier growth trajectory, particularly as cost discipline and portfolio optimization begin to take hold.
ナラティブの更新 • Nov 27

CPS: Operational Efficiencies Will Drive Stronger Margins Following Recent Upgrade

Analysts have lowered their price target for Cyfrowy Polsat from PLN 15.10 to PLN 14.50. They cited updated estimates for fair value, discount rates, and expected profit margins.
分析記事 • Nov 27

There May Be Reason For Hope In Cyfrowy Polsat's (WSE:CPS) Disappointing Earnings

Cyfrowy Polsat S.A.'s ( WSE:CPS ) earnings announcement last week didn't impress shareholders. However, our analysis...
ナラティブの更新 • Oct 22

Analyst Commentary Highlights Mixed Outlook as Cyfrowy Polsat Faces Lower Price Target and Softer Growth

Analysts have lowered their price target for Cyfrowy Polsat from PLN 16.07 to PLN 15.10, citing softer revenue growth and margin projections. This adjustment comes despite a recent positive upgrade by Erste Group.
分析記事 • Oct 11

An Intrinsic Calculation For Cyfrowy Polsat S.A. (WSE:CPS) Suggests It's 49% Undervalued

Key Insights Using the 2 Stage Free Cash Flow to Equity, Cyfrowy Polsat fair value estimate is zł28.95 Cyfrowy Polsat...
分析記事 • Sep 20

Cyfrowy Polsat S.A.'s (WSE:CPS) Popularity With Investors Is Clear

It's not a stretch to say that Cyfrowy Polsat S.A.'s ( WSE:CPS ) price-to-earnings (or "P/E") ratio of 15x right now...
ナラティブの更新 • Sep 17

5G, Drzezewo Wind Farm And Hydrogen Will Shape Future Markets

The slight reduction in Cyfrowy Polsat’s consensus analyst price target to PLN16.07 reflects largely stable net profit margin and discount rate metrics, indicating valuation adjustments are minimal. Valuation Changes Summary of Valuation Changes for Cyfrowy Polsat The Consensus Analyst Price Target has fallen slightly from PLN16.40 to PLN16.07.
分析記事 • Jul 10

These 4 Measures Indicate That Cyfrowy Polsat (WSE:CPS) Is Using Debt Extensively

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
分析記事 • Jun 19

Are Investors Undervaluing Cyfrowy Polsat S.A. (WSE:CPS) By 37%?

Key Insights Cyfrowy Polsat's estimated fair value is zł25.20 based on 2 Stage Free Cash Flow to Equity Current share...
分析記事 • Mar 18

Calculating The Fair Value Of Cyfrowy Polsat S.A. (WSE:CPS)

Key Insights Cyfrowy Polsat's estimated fair value is zł16.13 based on 2 Stage Free Cash Flow to Equity With zł15.17...
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新しいナラティブ • Mar 15

Exclusive Formula 1 Rights Will Strengthen Media Offerings In Coming Years

Expansion of 5G+ network and sports broadcasting rights is expected to drive demand, boost revenue, and enhance competitive position.
分析記事 • Feb 25

Is Cyfrowy Polsat (WSE:CPS) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Dec 13

After Leaping 25% Cyfrowy Polsat S.A. (WSE:CPS) Shares Are Not Flying Under The Radar

Cyfrowy Polsat S.A. ( WSE:CPS ) shares have had a really impressive month, gaining 25% after a shaky period beforehand...
分析記事 • Nov 11

Is Cyfrowy Polsat (WSE:CPS) A Risky Investment?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Oct 15

Cyfrowy Polsat S.A.'s (WSE:CPS) Share Price Matching Investor Opinion

With a median price-to-earnings (or "P/E") ratio of close to 12x in Poland, you could be forgiven for feeling...
分析記事 • Jul 17

Here's Why Cyfrowy Polsat (WSE:CPS) Is Weighed Down By Its Debt Load

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Jun 13

Some Shareholders May Object To A Pay Rise For Cyfrowy Polsat S.A.'s (WSE:CPS) CEO This Year

Key Insights Cyfrowy Polsat will host its Annual General Meeting on 20th of June CEO Miroslaw Blaszczyk's total...
分析記事 • May 28

Cyfrowy Polsat S.A.'s (WSE:CPS) 36% Price Boost Is Out Of Tune With Earnings

Cyfrowy Polsat S.A. ( WSE:CPS ) shares have had a really impressive month, gaining 36% after a shaky period beforehand...
分析記事 • May 10

Cyfrowy Polsat S.A. (WSE:CPS) Shares Could Be 44% Below Their Intrinsic Value Estimate

Key Insights The projected fair value for Cyfrowy Polsat is zł20.50 based on 2 Stage Free Cash Flow to Equity Cyfrowy...
分析記事 • Apr 19

Cyfrowy Polsat's (WSE:CPS) Weak Earnings May Only Reveal A Part Of The Whole Picture

The subdued market reaction suggests that Cyfrowy Polsat S.A.'s ( WSE:CPS ) recent earnings didn't contain any...
分析記事 • Mar 20

Here's Why Cyfrowy Polsat (WSE:CPS) Is Weighed Down By Its Debt Load

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Feb 21

The Price Is Right For Cyfrowy Polsat S.A. (WSE:CPS)

When close to half the companies in Poland have price-to-earnings ratios (or "P/E's") below 12x, you may consider...
分析記事 • Jan 04

Cyfrowy Polsat S.A.'s (WSE:CPS) Intrinsic Value Is Potentially 75% Above Its Share Price

Key Insights Cyfrowy Polsat's estimated fair value is zł21.19 based on 2 Stage Free Cash Flow to Equity Cyfrowy...
分析記事 • Sep 23

Is Cyfrowy Polsat (WSE:CPS) A Risky Investment?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
分析記事 • Jun 09

Cyfrowy Polsat (WSE:CPS) Has A Somewhat Strained Balance Sheet

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • May 19

Cyfrowy Polsat S.A. (WSE:CPS) Just Released Its First-Quarter Earnings: Here's What Analysts Think

Cyfrowy Polsat S.A. ( WSE:CPS ) shareholders are probably feeling a little disappointed, since its shares fell 2.9% to...
分析記事 • Feb 01

These 4 Measures Indicate That Cyfrowy Polsat (WSE:CPS) Is Using Debt Extensively

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Oct 30

Here's Why Cyfrowy Polsat (WSE:CPS) Has A Meaningful Debt Burden

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Sep 04

Cyfrowy Polsat (WSE:CPS) Is Paying Out A Dividend Of PLN1.20

Cyfrowy Polsat S.A. ( WSE:CPS ) has announced that it will pay a dividend of PLN1.20 per share on the 15th of December...

業績と収益の成長予測

WSE:CPS - 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
12/31/202815,3268671,5753,2513
12/31/202714,9435881,3962,7546
12/31/202614,7445029852,6207
3/31/202614,428-2,5061,2303,409N/A
12/31/202514,324-2,5511,1463,140N/A
9/30/202514,5684007263,271N/A
6/30/202514,7165801,0033,432N/A
3/31/202514,3916139613,348N/A
12/31/202414,2667111,0783,427N/A
9/30/202414,3066761,2173,453N/A
6/30/202414,183548662,617N/A
3/31/202414,0183944482,856N/A
12/31/202313,812279-5552,392N/A
9/30/202313,374338-6782,140N/A
6/30/202313,1904531572,556N/A
3/31/202313,128750-9621,483N/A
12/31/202212,9159001331,762N/A
9/30/202212,7511,0786501,882N/A
6/30/202212,5123,9848472,061N/A
3/31/202212,4434,2341,6322,924N/A
12/31/202112,4444,4091,9163,234N/A
9/30/202112,4274,3961,9803,471N/A
6/30/202112,3991,6002,0103,517N/A
3/31/202112,1021,3491,9683,362N/A
12/31/202011,9631,1421,9073,252N/A
9/30/202011,7841,1312,0793,271N/A
6/30/202011,6731,0162,0153,269N/A
3/31/202011,7339912,2503,551N/A
12/31/201911,6761,101N/A3,473N/A
9/30/201911,609858N/A3,365N/A
6/30/201911,452853N/A3,253N/A
3/31/201911,132825N/A3,046N/A
12/31/201810,686834N/A2,915N/A
9/30/201810,263930N/A2,830N/A
6/30/20189,919947N/A2,642N/A
3/31/20189,7861,002N/A2,760N/A
12/31/20179,829981N/A2,941N/A
9/30/20179,7851,163N/A2,832N/A
6/30/20179,7811,199N/A3,028N/A
3/31/20179,7541,145N/A3,190N/A
12/31/20169,7301,041N/A2,885N/A
9/30/20169,805877N/A2,919N/A
6/30/20169,8321,101N/A2,959N/A
3/31/20169,8581,168N/A2,917N/A
12/31/20159,8231,163N/A2,888N/A
9/30/20159,734992N/A2,762N/A
6/30/20159,739538N/A2,629N/A

アナリストによる今後の成長予測

収入対貯蓄率: CPSは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 5.3% ) よりも高い成長率であると考えられます。

収益対市場: CPS今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: CPS今後 3 年以内に収益を上げることが予想されます。

収益対市場: CPSの収益 ( 2.2% ) Polish市場 ( 4.3% ) よりも低い成長が予測されています。

高い収益成長: CPSの収益 ( 2.2% ) 20%よりも低い成長が予測されています。

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: CPSの 自己資本利益率 は、3年後には低くなると予測されています ( 4.6 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/06/15 05:43
終値2026/06/12 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

Cyfrowy Polsat S.A. 7 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。19

アナリスト機関
Maurice PatrickBarclays
Ondrej CabejšekBerenberg
Beata Szparaga-WasniewskaBiuro maklerskie mBanku