Orange Polska（OPL）株式概要
Orange Polska S.A.は、その子会社とともに、ポーランドで個人、企業、卸売顧客向けに電気通信サービスを提供しています。 詳細
OPL Community Fair Values
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Analyst Price Targets
Orange Polska S.A. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | zł13.78 |
| 52週高値 | zł16.51 |
| 52週安値 | zł8.42 |
| ベータ | 0.33 |
| 1ヶ月の変化 | -12.84% |
| 3ヶ月変化 | -3.67% |
| 1年変化 | 54.10% |
| 3年間の変化 | 89.65% |
| 5年間の変化 | 87.74% |
| IPOからの変化 | -18.46% |
最新ニュース
ナラティブの更新 • Jul 01
OPL: 2026 Outlook And Rich P E Multiple Will Shape Returns
Analysts have adjusted their price target for Orange Polska to PLN 13.76 from PLN 12.16, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples. What’s in the News for Orange Polska Orange Polska provided earnings guidance for 2026, indicating an expectation for revenue to change at a low single digit level, according to company guidance.
ナラティブの更新 • Jun 17
OPL: Index Removal And Muted 2026 Outlook Will Pressure Share Price
Analysts have raised their price target on Orange Polska slightly to PLN 7.24, citing updated assumptions on the discount rate, revenue growth, profit margin and future P/E that modestly adjust their valuation framework. What’s in the News for Orange Polska Orange Polska issued earnings guidance for 2026, indicating that revenue is expected to change at a low single-digit level, according to the company’s guidance announcement.ナラティブの更新 • Jun 03
OPL: Index Exit And Modest Guidance Will Likely Cap Future Upside
Analysts have nudged their price target for Orange Polska higher from PLN 6.58 to PLN 7.24, citing updated assumptions around discount rates, modest revenue growth, slightly stronger profit margins, and a higher future P/E multiple. What's in the News Orange Polska issued earnings guidance for 2026, indicating an expectation for revenue to rise at a low single digit rate.
ナラティブの更新 • May 18
OPL: Index Removal And Dividend Plan Will Support Measured Fair Value View
Analysts have lifted their price target on Orange Polska slightly, from PLN 15.50 to PLN 15.80, citing updated assumptions around revenue growth, profit margins, a lower discount rate, and a reduced future P/E estimate. What's in the News Orange Polska issued earnings guidance for 2026, indicating an expectation for revenue to be at a low single digit growth level for the period (company guidance).ナラティブの更新 • May 02
OPL: Index Removal Will Likely Limit Future Upside Potential
Analysts have trimmed their price target for Orange Polska to PLN 6.58 from PLN 6.92, citing updated assumptions around the discount rate, revenue growth, profit margin and a lower future P/E multiple. What's in the News Orange Polska issued earnings guidance for 2026, indicating it expects revenue to change at a low single digit level for the period (company guidance).Recent updates
ナラティブの更新 • Jul 01
OPL: 2026 Outlook And Rich P E Multiple Will Shape Returns
Analysts have adjusted their price target for Orange Polska to PLN 13.76 from PLN 12.16, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples. What’s in the News for Orange Polska Orange Polska provided earnings guidance for 2026, indicating an expectation for revenue to change at a low single digit level, according to company guidance.ナラティブの更新 • Jun 17
OPL: Index Removal And Muted 2026 Outlook Will Pressure Share Price
Analysts have raised their price target on Orange Polska slightly to PLN 7.24, citing updated assumptions on the discount rate, revenue growth, profit margin and future P/E that modestly adjust their valuation framework. What’s in the News for Orange Polska Orange Polska issued earnings guidance for 2026, indicating that revenue is expected to change at a low single-digit level, according to the company’s guidance announcement.ナラティブの更新 • Jun 03
OPL: Index Exit And Modest Guidance Will Likely Cap Future Upside
Analysts have nudged their price target for Orange Polska higher from PLN 6.58 to PLN 7.24, citing updated assumptions around discount rates, modest revenue growth, slightly stronger profit margins, and a higher future P/E multiple. What's in the News Orange Polska issued earnings guidance for 2026, indicating an expectation for revenue to rise at a low single digit rate.ナラティブの更新 • May 18
OPL: Index Removal And Dividend Plan Will Support Measured Fair Value View
Analysts have lifted their price target on Orange Polska slightly, from PLN 15.50 to PLN 15.80, citing updated assumptions around revenue growth, profit margins, a lower discount rate, and a reduced future P/E estimate. What's in the News Orange Polska issued earnings guidance for 2026, indicating an expectation for revenue to be at a low single digit growth level for the period (company guidance).ナラティブの更新 • May 02
OPL: Index Removal Will Likely Limit Future Upside Potential
Analysts have trimmed their price target for Orange Polska to PLN 6.58 from PLN 6.92, citing updated assumptions around the discount rate, revenue growth, profit margin and a lower future P/E multiple. What's in the News Orange Polska issued earnings guidance for 2026, indicating it expects revenue to change at a low single digit level for the period (company guidance).ナラティブの更新 • Apr 17
OPL: Index Exit And Rich P E Multiple Will Pressure Returns
The analyst price target for Orange Polska has been raised from PLN10.66 to PLN12.16, with analysts citing revised assumptions around the discount rate, profit margins and future P/E multiples as the key drivers behind this change. What's in the News Orange Polska issued earnings guidance for 2026, indicating an expectation for revenue to change at a low single digit level for the period (company guidance).ナラティブの更新 • Apr 03
OPL: Index Exit And Dividend Outlook Will Support Measured Fair Value View
Analysts have maintained their price target for Orange Polska at PLN 15.50, citing slightly refined assumptions around the discount rate, revenue growth, profit margin and future P/E as the key drivers behind the unchanged view. What's in the News Orange Polska has been dropped from the WIG 20 Index, which may affect how some index-tracking funds and benchmark focused investors treat the stock (Key Developments).ナラティブの更新 • Mar 20
OPL: Higher Margin Outlook And Future P/E Will Support Bullish Dividend Appeal
Analysts have lifted their price target on Orange Polska from PLN 12.00 to PLN 15.50, citing updated assumptions that combine a slightly adjusted discount rate and revenue growth outlook with a higher profit margin and future P/E estimate. What's in the News Orange Polska S.A. announced an annual dividend of PLN 0.6100 per share.ナラティブの更新 • Mar 06
OPL: Higher Dividend Assumptions Will Likely Leave Shares Looking Overvalued
Analysts have adjusted their price target on Orange Polska to PLN 10.66 from PLN 10.24, reflecting updated assumptions on revenue growth, profit margins, discount rate and future P/E expectations. What's in the News Orange Polska S.A. announced an annual dividend of PLN 0.61 per share, with an ex-dividend date of June 23, 2026, a record date of June 24, 2026, and payment scheduled for July 8, 2026 (Key Developments).ナラティブの更新 • Feb 20
OPL: Modest Dividend Outlook Will Contrast With Elevated Future P E Expectations
Analysts have maintained their PLN 12.00 price target for Orange Polska, with updated assumptions reflecting a slightly lower discount rate, a modestly different revenue growth outlook, a small adjustment to profit margin expectations, and a marginally higher future P/E multiple. What's in the News Orange Polska S.A. announced an annual dividend of PLN 0.61 per share, with payment scheduled for July 8, 2026 (Key Developments).分析記事 • Feb 16
Orange Polska S.A.'s (WSE:OPL) Intrinsic Value Is Potentially 95% Above Its Share Price
Key Insights Using the 2 Stage Free Cash Flow to Equity, Orange Polska fair value estimate is zł23.76 Orange Polska is...ナラティブの更新 • Feb 06
OPL: Higher Required Return Will Likely Limit Future Upside Potential
Analysts have raised their fair value estimate for Orange Polska from €6.46 to €6.92, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E levels. Valuation Changes Fair Value Estimate was raised from €6.46 to €6.92 per share, representing a moderate upward revision.ナラティブの更新 • Jan 22
OPL: Refined Assumptions Will Support Stronger Future Earnings Multiple Outlook
Analysts have maintained their price target for Orange Polska at €12.00, citing only modest adjustments to assumptions for discount rate, revenue growth, profit margin and future P/E that do not materially change their overall view of the stock's valuation. Valuation Changes Fair Value: Unchanged at €12.00, indicating no shift in the central valuation estimate for Orange Polska.ナラティブの更新 • Jan 08
OPL: Higher Required Return Will Support Stronger Earnings Multiple Outlook
Narrative Update on Orange Polska Analysts have lifted their fair value estimate for Orange Polska from €11.10 to €12.00. They point to updated assumptions for revenue growth, profit margins, discount rate and future P/E as the key drivers of the new price target.分析記事 • Jan 08
Some Confidence Is Lacking In Orange Polska S.A.'s (WSE:OPL) P/E
Orange Polska S.A.'s ( WSE:OPL ) price-to-earnings (or "P/E") ratio of 15.3x might make it look like a sell right now...ナラティブの更新 • Dec 24
OPL: Earnings Multiples And Margins Are Expected To Remain Steadily Supportive
Analysts have modestly raised their price target on Orange Polska, citing slightly higher long term earnings multiples and a marginally increased discount rate that together support an updated fair value assessment in the low €10 range. Valuation Changes Fair Value Estimate remains unchanged at approximately €10.24 per share, indicating no revision to the intrinsic value assessment.分析記事 • Dec 18
The Return Trends At Orange Polska (WSE:OPL) Look Promising
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...ナラティブの更新 • Dec 10
OPL: Margins And Multiples Are Expected To Improve While Staying Reasonable
Analysts have raised their price target on Orange Polska from €9.87 to €10.24, citing slightly higher expected revenue growth, a modest uptick in profit margins, and a somewhat richer forward P E multiple outlook. Valuation Changes Fair Value Estimate has risen slightly from €9.87 to €10.24, reflecting a modest uplift in the intrinsic valuation of Orange Polska shares.分析記事 • Dec 03
Is Orange Polska (WSE:OPL) Using Too Much Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...ナラティブの更新 • Nov 26
OPL: Margins Are Expected To Strengthen Modestly As Valuation Remains Balanced
Analysts have raised their price target for Orange Polska from €9.61 to €9.87, citing moderate improvements in profit margin forecasts. This comes despite slightly tempered expectations for revenue growth.分析記事 • Oct 30
Orange Polska's (WSE:OPL) Promising Earnings May Rest On Soft Foundations
Despite posting some strong earnings, the market for Orange Polska S.A.'s ( WSE:OPL ) stock hasn't moved much. Our...分析記事 • Oct 06
Is There An Opportunity With Orange Polska S.A.'s (WSE:OPL) 47% Undervaluation?
Key Insights Orange Polska's estimated fair value is zł17.02 based on 2 Stage Free Cash Flow to Equity Orange Polska's...分析記事 • Sep 19
Orange Polska S.A.'s (WSE:OPL) Business Is Trailing The Market But Its Shares Aren't
There wouldn't be many who think Orange Polska S.A.'s ( WSE:OPL ) price-to-earnings (or "P/E") ratio of 12.7x is worth...ナラティブの更新 • Sep 17
5G And FTTH Investments Will Expand Digital Infrastructure
The consensus analyst price target for Orange Polska was marginally increased to PLN9.61, primarily reflecting a slight rise in the company’s Future P/E multiple while net profit margin remained stable. Valuation Changes Summary of Valuation Changes for Orange Polska The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from PLN9.43 to PLN9.61.分析記事 • Sep 03
Orange Polska (WSE:OPL) Is Experiencing Growth In Returns On Capital
There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...分析記事 • Jun 02
Orange Polska (WSE:OPL) Has A Pretty Healthy Balance Sheet
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 • May 14
Investors Appear Satisfied With Orange Polska S.A.'s (WSE:OPL) Prospects
There wouldn't be many who think Orange Polska S.A.'s ( WSE:OPL ) price-to-earnings (or "P/E") ratio of 14.5x is worth...分析記事 • Apr 27
Earnings Update: Orange Polska S.A. (WSE:OPL) Just Reported Its First-Quarter Results And Analysts Are Updating Their Forecasts
The first-quarter results for Orange Polska S.A. ( WSE:OPL ) were released last week, making it a good time to revisit...分析記事 • Apr 24
Are Investors Undervaluing Orange Polska S.A. (WSE:OPL) By 25%?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Orange Polska fair value estimate is zł12.92 Orange Polska's...分析記事 • Mar 21
Orange Polska (WSE:OPL) Is Increasing Its Dividend To PLN0.53
Orange Polska S.A.'s ( WSE:OPL ) dividend will be increasing from last year's payment of the same period to PLN0.53 on...分析記事 • Feb 28
Orange Polska's (WSE:OPL) Profits May Not Reveal Underlying Issues
The recent earnings posted by Orange Polska S.A. ( WSE:OPL ) were solid, but the stock didn't move as much as we...分析記事 • Feb 16
Orange Polska's (WSE:OPL) Upcoming Dividend Will Be Larger Than Last Year's
The board of Orange Polska S.A. ( WSE:OPL ) has announced that the dividend on 9th of July will be increased to...
新しいナラティブ • Feb 06
Opening Fiber Network To 25 Million Homes Will Strengthen Future Market Position
Expansion and monetization of fiber network and spectrum auction could drive revenue growth and boost service quality in nonurban areas.分析記事 • Feb 01
Orange Polska (WSE:OPL) Has A Pretty Healthy 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 • Jan 14
It's A Story Of Risk Vs Reward With Orange Polska S.A. (WSE:OPL)
It's not a stretch to say that Orange Polska S.A.'s ( WSE:OPL ) price-to-earnings (or "P/E") ratio of 12x right now...分析記事 • Dec 24
Returns Are Gaining Momentum At Orange Polska (WSE:OPL)
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...分析記事 • Oct 15
Orange Polska S.A. (WSE:OPL) Not Lagging Market On Growth Or Pricing
When close to half the companies in Poland have price-to-earnings ratios (or "P/E's") below 11x, you may consider...分析記事 • Sep 15
Orange Polska (WSE:OPL) Might Have The Makings Of A Multi-Bagger
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...分析記事 • Aug 24
Here's Why Orange Polska (WSE:OPL) Can Manage Its Debt Responsibly
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Jun 14
The Return Trends At Orange Polska (WSE:OPL) Look Promising
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...分析記事 • May 24
Orange Polska S.A.'s (WSE:OPL) P/E Still Appears To Be Reasonable
It's not a stretch to say that Orange Polska S.A.'s ( WSE:OPL ) price-to-earnings (or "P/E") ratio of 14.1x right now...分析記事 • Apr 26
Analysts Have Made A Financial Statement On Orange Polska S.A.'s (WSE:OPL) First-Quarter Report
The quarterly results for Orange Polska S.A. ( WSE:OPL ) were released last week, making it a good time to revisit its...分析記事 • Mar 26
Orange Polska (WSE:OPL) Ticks All The Boxes When It Comes To Earnings Growth
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...分析記事 • Mar 08
We Think Orange Polska (WSE:OPL) Can Stay On Top Of Its Debt
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...分析記事 • Feb 01
Orange Polska (WSE:OPL) Might Have The Makings Of A Multi-Bagger
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...分析記事 • Jan 06
Unpleasant Surprises Could Be In Store For Orange Polska S.A.'s (WSE:OPL) Shares
There wouldn't be many who think Orange Polska S.A.'s ( WSE:OPL ) price-to-earnings (or "P/E") ratio of 12x is worth a...分析記事 • Nov 17
Orange Polska (WSE:OPL) Has A Pretty Healthy Balance Sheet
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 • Oct 10
Is There An Opportunity With Orange Polska S.A.'s (WSE:OPL) 27% Undervaluation?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Orange Polska fair value estimate is zł10.47 Current share...分析記事 • Sep 15
We Like These Underlying Return On Capital Trends At Orange Polska (WSE:OPL)
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...分析記事 • Aug 18
Does Orange Polska (WSE:OPL) Have A Healthy Balance Sheet?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...分析記事 • May 25
Orange Polska's (WSE:OPL) Dividend Will Be Increased To PLN0.35
Orange Polska S.A.'s ( WSE:OPL ) dividend will be increasing from last year's payment of the same period to PLN0.35 on...分析記事 • May 03
Are Investors Undervaluing Orange Polska S.A. (WSE:OPL) By 38%?
Key Insights The projected fair value for Orange Polska is zł11.91 based on 2 Stage Free Cash Flow to Equity Orange...株主還元
| OPL | PL Telecom | PL 市場 | |
|---|---|---|---|
| 7D | -3.8% | -2.6% | 0.8% |
| 1Y | 54.1% | 24.2% | 25.6% |
業界別リターン: OPL過去 1 年間で24.2 % の収益を上げたPolish Telecom業界を上回りました。
リターン対市場: OPL過去 1 年間で25.6 % の収益を上げたPolish市場を上回りました。
価格変動
| OPL volatility | |
|---|---|
| OPL Average Weekly Movement | 3.9% |
| Telecom Industry Average Movement | 6.1% |
| Market Average Movement | 5.1% |
| 10% most volatile stocks in PL Market | 10.2% |
| 10% least volatile stocks in PL Market | 3.0% |
安定した株価: OPL 、 Polish市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: OPLの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1991 | 8,139 | Liudmila Climoc | www.orange.pl |
Orange Polska S.A.は、その子会社とともに、ポーランドで個人、法人、ホールセール顧客向けに電気通信サービスを提供している。同社は、通話、メッセージング、コンテンツ、インターネットやテレビへのアクセスなどのモバイルおよび固定通信サービス、情報技術および統合サービス、専用線、その他の付加価値通信サービスを提供している。また、電気通信機器や電気エネルギーの販売、データ通信サービスの提供、電気通信インフラの建設も行っている。さらに、ファイバー・インフラの現地運営、研修、ホテル、保険代理店、慈善基金サービスの提供、厚生年金基金の運営、POSレンタル事業にも携わっている。同社は1991年に設立され、ポーランドのワルシャワを拠点としている。Orange Polska S.A.はOrange S.A.の子会社である。
Orange Polska S.A. 基礎のまとめ
| OPL 基礎統計学 | |
|---|---|
| 時価総額 | zł18.08b |
| 収益（TTM） | zł866.00m |
| 売上高(TTM) | zł13.16b |
20.9x
PER（株価収益率1.4x
P/SレシオOPL は割高か？
公正価値と評価分析を参照収益と収入
| OPL 損益計算書（TTM） | |
|---|---|
| 収益 | zł13.16b |
| 売上原価 | zł9.32b |
| 売上総利益 | zł3.84b |
| その他の費用 | zł2.98b |
| 収益 | zł866.00m |
直近の収益報告
Mar 31, 2026
次回決算日
Jul 27, 2026
| 一株当たり利益（EPS） | 0.66 |
| グロス・マージン | 29.18% |
| 純利益率 | 6.58% |
| 有利子負債／自己資本比率 | 30.8% |
OPL の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
4.4%
現在の配当利回り92%
配当性向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 | 2026/07/09 15:46 |
| 終値 | 2026/07/09 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
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
Orange Polska 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。26
| アナリスト | 機関 |
|---|---|
| Danny Kaplan | Barclays |
| John-Paul Davids | Barclays |
| Ondrej Cabejšek | Berenberg |