View Future GrowthVerbicom 過去の業績過去 基準チェック /26Verbicomは、平均年間17.1%の収益成長を遂げていますが、 Telecom業界の収益は、年間 成長しています。収益は、平均年間16.5% 17.4%収益成長率で 減少しています。 Verbicomの自己資本利益率は5.8%であり、純利益率は14.1%です。主要情報17.14%収益成長率17.04%EPS成長率Telecom 業界の成長23.96%収益成長率-17.44%株主資本利益率5.82%ネット・マージン14.13%次回の業績アップデート27 May 2026最近の業績更新お知らせ • Feb 10Verbicom S.A. to Report Q4, 2025 Results on Feb 13, 2026Verbicom S.A. announced that they will report Q4, 2025 results on Feb 13, 2026Reported Earnings • Nov 18Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: zł9.51m (down 20% from 3Q 2024). Net loss: zł697.6k (down 302% from profit in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.お知らせ • Nov 10Verbicom S.A. to Report Q3, 2025 Results on Nov 12, 2025Verbicom S.A. announced that they will report Q3, 2025 results on Nov 12, 2025Reported Earnings • Aug 17Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: zł11.9m (up 14% from 2Q 2024). Net income: zł583.1k (up zł752.0k from 2Q 2024). Profit margin: 4.9% (up from net loss in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Reported Earnings • May 15First quarter 2025 earnings releasedFirst quarter 2025 results: Revenue: zł10.6m (up 32% from 1Q 2024). Net income: zł818.9k (up 117% from 1Q 2024). Profit margin: 7.8% (up from 4.7% in 1Q 2024). The increase in margin was driven by higher revenue.Reported Earnings • Feb 15Full year 2024 earnings released: EPS: zł0.063 (vs zł0.003 in FY 2023)Full year 2024 results: EPS: zł0.063 (up from zł0.003 in FY 2023). Revenue: zł43.4m (down 14% from FY 2023). Net income: zł502.7k (up zł476.1k from FY 2023). Profit margin: 1.2% (up from 0.1% in FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.すべての更新を表示Recent updatesValuation Update With 7 Day Price Move • Mar 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to zł1.65, the stock trades at a trailing P/E ratio of 12.7x. Average trailing P/E is 20x in the Telecom industry in Poland. Total returns to shareholders of 1.5% over the past three years.お知らせ • Feb 10Verbicom S.A. to Report Q4, 2025 Results on Feb 13, 2026Verbicom S.A. announced that they will report Q4, 2025 results on Feb 13, 2026分析記事 • Jan 21What Verbicom S.A.'s (WSE:VRB) 32% Share Price Gain Is Not Telling YouVerbicom S.A. ( WSE:VRB ) shares have continued their recent momentum with a 32% gain in the last month alone. The last...Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improves as stock rises 18%After last week's 18% share price gain to zł1.65, the stock trades at a trailing P/E ratio of 12.7x. Average trailing P/E is 18x in the Telecom industry in Poland. Total returns to shareholders of 15% over the past three years.分析記事 • Dec 04Earnings Not Telling The Story For Verbicom S.A. (WSE:VRB) After Shares Rise 45%Verbicom S.A. ( WSE:VRB ) shareholders have had their patience rewarded with a 45% share price jump in the last month...New Risk • Dec 03New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 14% Last year net profit margin: 99% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.1% average weekly change). High level of non-cash earnings (36% accrual ratio). Market cap is less than US$10m (zł9.55m market cap, or US$2.63m). Minor Risks Profit margins are more than 30% lower than last year (14% net profit margin). Revenue is less than US$5m (zł7.4m revenue, or US$2.0m).Valuation Update With 7 Day Price Move • Dec 01Investor sentiment improves as stock rises 17%After last week's 17% share price gain to zł1.19, the stock trades at a trailing P/E ratio of 9.2x. Average trailing P/E is 15x in the Telecom industry in Poland. Total loss to shareholders of 20% over the past three years.Reported Earnings • Nov 18Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: zł9.51m (down 20% from 3Q 2024). Net loss: zł697.6k (down 302% from profit in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.分析記事 • Nov 11We Think Verbicom (WSE:VRB) Can Stay On Top Of Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...お知らせ • Nov 10Verbicom S.A. to Report Q3, 2025 Results on Nov 12, 2025Verbicom S.A. announced that they will report Q3, 2025 results on Nov 12, 2025Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to zł1.13, the stock trades at a trailing P/E ratio of 4.3x. Average trailing P/E is 14x in the Telecom industry in Poland. Total loss to shareholders of 23% over the past three years.New Risk • Aug 25New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 22% Last year net profit margin: 171% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Market cap is less than US$10m (zł8.27m market cap, or US$2.27m). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (22% net profit margin). Revenue is less than US$5m (zł9.7m revenue, or US$2.7m).Upcoming Dividend • Aug 21Upcoming dividend of zł0.01 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 23 December 2025. Payout ratio is a comfortable 20% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of Polish dividend payers (7.1%). Lower than average of industry peers (49%).Reported Earnings • Aug 17Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: zł11.9m (up 14% from 2Q 2024). Net income: zł583.1k (up zł752.0k from 2Q 2024). Profit margin: 4.9% (up from net loss in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Declared Dividend • Jun 02Dividend of zł0.01 announcedDividend of zł0.01 is the same as last year. Ex-date: 28th August 2025 Payment date: 23rd December 2025 Dividend yield will be 0.9%, which is lower than the industry average of 4.7%. Payout Ratios Payout ratio: 20%. Cash payout ratio: 2%.お知らせ • Jun 01Verbicom S.A. announces Annual dividend, payable on December 23, 2025Verbicom S.A. announced Annual dividend of PLN 0.0100 per share payable on December 23, 2025, ex-date on August 28, 2025 and record date on August 29, 2025.Reported Earnings • May 15First quarter 2025 earnings releasedFirst quarter 2025 results: Revenue: zł10.6m (up 32% from 1Q 2024). Net income: zł818.9k (up 117% from 1Q 2024). Profit margin: 7.8% (up from 4.7% in 1Q 2024). The increase in margin was driven by higher revenue.Reported Earnings • Feb 15Full year 2024 earnings released: EPS: zł0.063 (vs zł0.003 in FY 2023)Full year 2024 results: EPS: zł0.063 (up from zł0.003 in FY 2023). Revenue: zł43.4m (down 14% from FY 2023). Net income: zł502.7k (up zł476.1k from FY 2023). Profit margin: 1.2% (up from 0.1% in FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.分析記事 • Dec 17Verbicom S.A.'s (WSE:VRB) Prospects Need A Boost To Lift SharesVerbicom S.A.'s ( WSE:VRB ) price-to-sales (or "P/S") ratio of 0.2x might make it look like a buy right now compared to...Upcoming Dividend • Aug 22Upcoming dividend of zł0.01 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 20 December 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.0%. Lower than top quartile of Polish dividend payers (7.6%). Lower than average of industry peers (4.2%).Reported Earnings • Aug 11Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: zł10.4m (down 29% from 2Q 2023). Net loss: zł168.9k (down 286% from profit in 2Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.分析記事 • May 29Market Cool On Verbicom S.A.'s (WSE:VRB) Revenues Pushing Shares 29% LowerVerbicom S.A. ( WSE:VRB ) shareholders that were waiting for something to happen have been dealt a blow with a 29...Reported Earnings • May 13First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: zł8.02m (down 32% from 1Q 2023). Net income: zł378.2k (up 394% from 1Q 2023). Profit margin: 4.7% (up from 0.6% in 1Q 2023).分析記事 • Apr 30Would Verbicom (WSE:VRB) Be Better Off With Less Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Feb 17The Market Lifts Verbicom S.A. (WSE:VRB) Shares 44% But It Can Do MoreVerbicom S.A. ( WSE:VRB ) shareholders have had their patience rewarded with a 44% share price jump in the last month...Reported Earnings • Feb 13Full year 2023 earnings released: zł0.049 loss per share (vs zł0.11 profit in FY 2022)Full year 2023 results: zł0.049 loss per share (down from zł0.11 profit in FY 2022). Revenue: zł50.6m (down 1.2% from FY 2022). Net loss: zł396.9k (down 145% from profit in FY 2022). Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.お知らせ • Jan 12+ 4 more updatesVerbicom S.A. to Report Q2, 2024 Results on Aug 09, 2024Verbicom S.A. announced that they will report Q2, 2024 results on Aug 09, 2024New Risk • Nov 19New major risk - Revenue and earnings growthEarnings have declined by 8.5% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings have declined by 8.5% per year over the past 5 years. Market cap is less than US$10m (zł9.55m market cap, or US$2.38m).分析記事 • Nov 17These 4 Measures Indicate That Verbicom (WSE:VRB) Is Using Debt Reasonably WellThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Upcoming Dividend • Aug 23Upcoming dividend of zł0.01 per share at 0.8% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 21 December 2023. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Polish dividend payers (7.5%). Lower than average of industry peers (4.4%).Reported Earnings • Aug 13Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: zł14.6m (up 57% from 2Q 2022). Net income: zł90.9k (up zł489.5k from 2Q 2022). Profit margin: 0.6% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jul 24Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to zł1.20, the stock trades at a trailing P/E ratio of 38.2x. Average trailing P/E is 14x in the Telecom industry in Poland. Total loss to shareholders of 17% over the past three years.分析記事 • Jul 22These 4 Measures Indicate That Verbicom (WSE:VRB) Is Using Debt ExtensivelyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...お知らせ • Jun 02Verbicom S.A., Annual General Meeting, Jun 27, 2023Verbicom S.A., Annual General Meeting, Jun 27, 2023, at 11:00 Central European Standard Time.Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improves as stock rises 15%After last week's 15% share price gain to zł1.80, the stock trades at a trailing P/E ratio of 19.6x. Average trailing P/E is 14x in the Telecom industry in Poland. Total returns to shareholders of 28% over the past three years.Reported Earnings • Feb 13Full year 2022 earnings released: EPS: zł0.092 (vs zł0.29 in FY 2021)Full year 2022 results: EPS: zł0.092 (down from zł0.29 in FY 2021). Revenue: zł51.2m (up 12% from FY 2021). Net income: zł738.6k (down 68% from FY 2021). Profit margin: 1.4% (down from 5.1% in FY 2021). Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 3% per year.Valuation Update With 7 Day Price Move • Feb 08Investor sentiment improves as stock rises 20%After last week's 20% share price gain to zł1.80, the stock trades at a trailing P/E ratio of 12.6x. Average trailing P/E is 13x in the Telecom industry in Poland. Total loss to shareholders of 5.5% over the past three years.分析記事 • Jan 28These 4 Measures Indicate That Verbicom (WSE:VRB) Is Using Debt In A Risky WayLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...お知らせ • Jan 20+ 4 more updatesVerbicom S.A. to Report Q4, 2022 Results on Feb 10, 2023Verbicom S.A. announced that they will report Q4, 2022 results on Feb 10, 2023Valuation Update With 7 Day Price Move • Jul 25Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to zł1.42, the stock trades at a trailing P/E ratio of 3.6x. Average trailing P/E is 10x in the Telecom industry in Poland. Total returns to shareholders of 31% over the past three years.Upcoming Dividend • Jul 21Upcoming dividend of zł0.03 per shareEligible shareholders must have bought the stock before 28 July 2022. Payment date: 29 August 2022. Payout ratio is a comfortable 7.4% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Polish dividend payers (8.4%). Lower than average of industry peers (4.3%).お知らせ • Jun 02Verbicom S.A., Annual General Meeting, Jun 27, 2022Verbicom S.A., Annual General Meeting, Jun 27, 2022, at 12:00 Central European Standard Time.分析記事 • Apr 12We Think Verbicom (WSE:VRB) Can Stay On Top Of Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Feb 18Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: zł0.37 (up from zł0.14 loss in FY 2020). Revenue: zł45.8m (up 57% from FY 2020). Net income: zł2.92m (up zł4.03m from FY 2020). Profit margin: 6.4% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. 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 15% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Feb 11Investor sentiment improved over the past weekAfter last week's 15% share price gain to zł1.94, the stock trades at a trailing P/E ratio of 6.2x. Average trailing P/E is 11x in the Telecom industry in Poland. Total returns to shareholders of 128% over the past three years.分析記事 • Dec 28Is Verbicom (WSE:VRB) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Valuation Update With 7 Day Price Move • Nov 27Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to zł1.22, the stock trades at a trailing P/E ratio of 3.9x. Average trailing P/E is 13x in the Telecom industry in Poland. Total returns to shareholders of 47% over the past three years.分析記事 • Sep 28Verbicom (WSE:VRB) Seems To Use Debt Quite SensiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Upcoming Dividend • Jul 22Upcoming dividend of zł0.02 per shareEligible shareholders must have bought the stock before 29 July 2021. Payment date: 31 August 2021. Trailing yield: 1.2%. Lower than top quartile of Polish dividend payers (5.9%). Lower than average of industry peers (4.0%).Is New 90 Day High Low • Feb 17New 90-day high: zł1.22The company is up 7.0% from its price of zł1.14 on 19 November 2020. The Polish market is up 13% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Telecom industry, which is up 3.0% over the same period.お知らせ • Feb 02+ 1 more updateVerbicom S.A. to Report Q3, 2021 Results on Nov 12, 2021Verbicom S.A. announced that they will report Q3, 2021 results on Nov 12, 2021お知らせ • Feb 01+ 2 more updatesVerbicom S.A. to Report Q2, 2021 Results on Aug 12, 2021Verbicom S.A. announced that they will report Q2, 2021 results on Aug 12, 2021Is New 90 Day High Low • Dec 28New 90-day low: zł0.93The company is down 28% from its price of zł1.30 on 29 September 2020. The Polish market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is down 5.0% over the same period.Is New 90 Day High Low • Nov 25New 90-day low: zł1.00The company is down 28% from its price of zł1.39 on 25 August 2020. The Polish market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is down 10.0% over the same period.Is New 90 Day High Low • Oct 30New 90-day low: zł1.06The company is down 31% from its price of zł1.54 on 31 July 2020. The Polish market is down 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is down 10.0% over the same period.Is New 90 Day High Low • Oct 07New 90-day low: zł1.17The company is down 28% from its price of zł1.63 on 09 July 2020. The Polish market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is up 9.0% over the same period.Is New 90 Day High Low • Sep 19New 90-day low: zł1.19The company is down 22% from its price of zł1.52 on 19 June 2020. The Polish market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is up 7.0% over the same period.収支内訳Verbicom 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:VRB 収益、費用、利益 ( )PLN Millions日付収益収益G+A経費研究開発費30 Sep 25712030 Jun 251022031 Mar 254614031 Dec 24611030 Sep 24111030 Jun 24012031 Mar 244705031 Dec 23813030 Sep 235505030 Jun 235816031 Mar 235306031 Dec 225115030 Sep 224816030 Jun 224515031 Mar 224734031 Dec 214624030 Sep 214523030 Jun 213813031 Mar 213403031 Dec 2029-13030 Sep 2031-23030 Jun 2037-13031 Mar 204013031 Dec 196864030 Sep 196376030 Jun 1958510031 Mar 1958315031 Dec 1831-217030 Sep 1822-324030 Jun 1824-220031 Mar 1819-215031 Dec 1724-212030 Sep 173313030 Jun 173003031 Mar 173214031 Dec 162814030 Sep 163126030 Jun 163328031 Mar 164138031 Dec 154639030 Sep 155627030 Jun 1556260質の高い収益: VRB 非現金収入 のレベルが高いです。利益率の向上: VRBの現在の純利益率 (14.1%)は、昨年(99.1%)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: VRB過去 5 年間で収益を上げており、収益は年間17.1%増加しています。成長の加速: VRBの過去 1 年間の収益成長率 ( 14.6% ) は、5 年間の平均 ( 年間17.1%を下回っています。収益対業界: VRBの過去 1 年間の収益成長率 ( 14.6% ) はTelecom業界-11.5%を上回りました。株主資本利益率高いROE: VRBの 自己資本利益率 ( 5.8% ) は 低い とみなされます。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7D1Y7D1Y7D1YTelecom 、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2026/05/22 20:46終値2026/05/22 00:00収益2025/09/30年間収益2024/12/31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Verbicom 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
お知らせ • Feb 10Verbicom S.A. to Report Q4, 2025 Results on Feb 13, 2026Verbicom S.A. announced that they will report Q4, 2025 results on Feb 13, 2026
Reported Earnings • Nov 18Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: zł9.51m (down 20% from 3Q 2024). Net loss: zł697.6k (down 302% from profit in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
お知らせ • Nov 10Verbicom S.A. to Report Q3, 2025 Results on Nov 12, 2025Verbicom S.A. announced that they will report Q3, 2025 results on Nov 12, 2025
Reported Earnings • Aug 17Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: zł11.9m (up 14% from 2Q 2024). Net income: zł583.1k (up zł752.0k from 2Q 2024). Profit margin: 4.9% (up from net loss in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 15First quarter 2025 earnings releasedFirst quarter 2025 results: Revenue: zł10.6m (up 32% from 1Q 2024). Net income: zł818.9k (up 117% from 1Q 2024). Profit margin: 7.8% (up from 4.7% in 1Q 2024). The increase in margin was driven by higher revenue.
Reported Earnings • Feb 15Full year 2024 earnings released: EPS: zł0.063 (vs zł0.003 in FY 2023)Full year 2024 results: EPS: zł0.063 (up from zł0.003 in FY 2023). Revenue: zł43.4m (down 14% from FY 2023). Net income: zł502.7k (up zł476.1k from FY 2023). Profit margin: 1.2% (up from 0.1% in FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.
Valuation Update With 7 Day Price Move • Mar 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to zł1.65, the stock trades at a trailing P/E ratio of 12.7x. Average trailing P/E is 20x in the Telecom industry in Poland. Total returns to shareholders of 1.5% over the past three years.
お知らせ • Feb 10Verbicom S.A. to Report Q4, 2025 Results on Feb 13, 2026Verbicom S.A. announced that they will report Q4, 2025 results on Feb 13, 2026
分析記事 • Jan 21What Verbicom S.A.'s (WSE:VRB) 32% Share Price Gain Is Not Telling YouVerbicom S.A. ( WSE:VRB ) shares have continued their recent momentum with a 32% gain in the last month alone. The last...
Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improves as stock rises 18%After last week's 18% share price gain to zł1.65, the stock trades at a trailing P/E ratio of 12.7x. Average trailing P/E is 18x in the Telecom industry in Poland. Total returns to shareholders of 15% over the past three years.
分析記事 • Dec 04Earnings Not Telling The Story For Verbicom S.A. (WSE:VRB) After Shares Rise 45%Verbicom S.A. ( WSE:VRB ) shareholders have had their patience rewarded with a 45% share price jump in the last month...
New Risk • Dec 03New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 14% Last year net profit margin: 99% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.1% average weekly change). High level of non-cash earnings (36% accrual ratio). Market cap is less than US$10m (zł9.55m market cap, or US$2.63m). Minor Risks Profit margins are more than 30% lower than last year (14% net profit margin). Revenue is less than US$5m (zł7.4m revenue, or US$2.0m).
Valuation Update With 7 Day Price Move • Dec 01Investor sentiment improves as stock rises 17%After last week's 17% share price gain to zł1.19, the stock trades at a trailing P/E ratio of 9.2x. Average trailing P/E is 15x in the Telecom industry in Poland. Total loss to shareholders of 20% over the past three years.
Reported Earnings • Nov 18Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: zł9.51m (down 20% from 3Q 2024). Net loss: zł697.6k (down 302% from profit in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
分析記事 • Nov 11We Think Verbicom (WSE:VRB) Can Stay On Top Of Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
お知らせ • Nov 10Verbicom S.A. to Report Q3, 2025 Results on Nov 12, 2025Verbicom S.A. announced that they will report Q3, 2025 results on Nov 12, 2025
Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to zł1.13, the stock trades at a trailing P/E ratio of 4.3x. Average trailing P/E is 14x in the Telecom industry in Poland. Total loss to shareholders of 23% over the past three years.
New Risk • Aug 25New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 22% Last year net profit margin: 171% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Market cap is less than US$10m (zł8.27m market cap, or US$2.27m). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (22% net profit margin). Revenue is less than US$5m (zł9.7m revenue, or US$2.7m).
Upcoming Dividend • Aug 21Upcoming dividend of zł0.01 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 23 December 2025. Payout ratio is a comfortable 20% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of Polish dividend payers (7.1%). Lower than average of industry peers (49%).
Reported Earnings • Aug 17Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: zł11.9m (up 14% from 2Q 2024). Net income: zł583.1k (up zł752.0k from 2Q 2024). Profit margin: 4.9% (up from net loss in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Declared Dividend • Jun 02Dividend of zł0.01 announcedDividend of zł0.01 is the same as last year. Ex-date: 28th August 2025 Payment date: 23rd December 2025 Dividend yield will be 0.9%, which is lower than the industry average of 4.7%. Payout Ratios Payout ratio: 20%. Cash payout ratio: 2%.
お知らせ • Jun 01Verbicom S.A. announces Annual dividend, payable on December 23, 2025Verbicom S.A. announced Annual dividend of PLN 0.0100 per share payable on December 23, 2025, ex-date on August 28, 2025 and record date on August 29, 2025.
Reported Earnings • May 15First quarter 2025 earnings releasedFirst quarter 2025 results: Revenue: zł10.6m (up 32% from 1Q 2024). Net income: zł818.9k (up 117% from 1Q 2024). Profit margin: 7.8% (up from 4.7% in 1Q 2024). The increase in margin was driven by higher revenue.
Reported Earnings • Feb 15Full year 2024 earnings released: EPS: zł0.063 (vs zł0.003 in FY 2023)Full year 2024 results: EPS: zł0.063 (up from zł0.003 in FY 2023). Revenue: zł43.4m (down 14% from FY 2023). Net income: zł502.7k (up zł476.1k from FY 2023). Profit margin: 1.2% (up from 0.1% in FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.
分析記事 • Dec 17Verbicom S.A.'s (WSE:VRB) Prospects Need A Boost To Lift SharesVerbicom S.A.'s ( WSE:VRB ) price-to-sales (or "P/S") ratio of 0.2x might make it look like a buy right now compared to...
Upcoming Dividend • Aug 22Upcoming dividend of zł0.01 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 20 December 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.0%. Lower than top quartile of Polish dividend payers (7.6%). Lower than average of industry peers (4.2%).
Reported Earnings • Aug 11Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: zł10.4m (down 29% from 2Q 2023). Net loss: zł168.9k (down 286% from profit in 2Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.
分析記事 • May 29Market Cool On Verbicom S.A.'s (WSE:VRB) Revenues Pushing Shares 29% LowerVerbicom S.A. ( WSE:VRB ) shareholders that were waiting for something to happen have been dealt a blow with a 29...
Reported Earnings • May 13First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: zł8.02m (down 32% from 1Q 2023). Net income: zł378.2k (up 394% from 1Q 2023). Profit margin: 4.7% (up from 0.6% in 1Q 2023).
分析記事 • Apr 30Would Verbicom (WSE:VRB) Be Better Off With Less Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Feb 17The Market Lifts Verbicom S.A. (WSE:VRB) Shares 44% But It Can Do MoreVerbicom S.A. ( WSE:VRB ) shareholders have had their patience rewarded with a 44% share price jump in the last month...
Reported Earnings • Feb 13Full year 2023 earnings released: zł0.049 loss per share (vs zł0.11 profit in FY 2022)Full year 2023 results: zł0.049 loss per share (down from zł0.11 profit in FY 2022). Revenue: zł50.6m (down 1.2% from FY 2022). Net loss: zł396.9k (down 145% from profit in FY 2022). Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
お知らせ • Jan 12+ 4 more updatesVerbicom S.A. to Report Q2, 2024 Results on Aug 09, 2024Verbicom S.A. announced that they will report Q2, 2024 results on Aug 09, 2024
New Risk • Nov 19New major risk - Revenue and earnings growthEarnings have declined by 8.5% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings have declined by 8.5% per year over the past 5 years. Market cap is less than US$10m (zł9.55m market cap, or US$2.38m).
分析記事 • Nov 17These 4 Measures Indicate That Verbicom (WSE:VRB) Is Using Debt Reasonably WellThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Upcoming Dividend • Aug 23Upcoming dividend of zł0.01 per share at 0.8% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 21 December 2023. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Polish dividend payers (7.5%). Lower than average of industry peers (4.4%).
Reported Earnings • Aug 13Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: zł14.6m (up 57% from 2Q 2022). Net income: zł90.9k (up zł489.5k from 2Q 2022). Profit margin: 0.6% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jul 24Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to zł1.20, the stock trades at a trailing P/E ratio of 38.2x. Average trailing P/E is 14x in the Telecom industry in Poland. Total loss to shareholders of 17% over the past three years.
分析記事 • Jul 22These 4 Measures Indicate That Verbicom (WSE:VRB) Is Using Debt ExtensivelyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
お知らせ • Jun 02Verbicom S.A., Annual General Meeting, Jun 27, 2023Verbicom S.A., Annual General Meeting, Jun 27, 2023, at 11:00 Central European Standard Time.
Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improves as stock rises 15%After last week's 15% share price gain to zł1.80, the stock trades at a trailing P/E ratio of 19.6x. Average trailing P/E is 14x in the Telecom industry in Poland. Total returns to shareholders of 28% over the past three years.
Reported Earnings • Feb 13Full year 2022 earnings released: EPS: zł0.092 (vs zł0.29 in FY 2021)Full year 2022 results: EPS: zł0.092 (down from zł0.29 in FY 2021). Revenue: zł51.2m (up 12% from FY 2021). Net income: zł738.6k (down 68% from FY 2021). Profit margin: 1.4% (down from 5.1% in FY 2021). Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 3% per year.
Valuation Update With 7 Day Price Move • Feb 08Investor sentiment improves as stock rises 20%After last week's 20% share price gain to zł1.80, the stock trades at a trailing P/E ratio of 12.6x. Average trailing P/E is 13x in the Telecom industry in Poland. Total loss to shareholders of 5.5% over the past three years.
分析記事 • Jan 28These 4 Measures Indicate That Verbicom (WSE:VRB) Is Using Debt In A Risky WayLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
お知らせ • Jan 20+ 4 more updatesVerbicom S.A. to Report Q4, 2022 Results on Feb 10, 2023Verbicom S.A. announced that they will report Q4, 2022 results on Feb 10, 2023
Valuation Update With 7 Day Price Move • Jul 25Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to zł1.42, the stock trades at a trailing P/E ratio of 3.6x. Average trailing P/E is 10x in the Telecom industry in Poland. Total returns to shareholders of 31% over the past three years.
Upcoming Dividend • Jul 21Upcoming dividend of zł0.03 per shareEligible shareholders must have bought the stock before 28 July 2022. Payment date: 29 August 2022. Payout ratio is a comfortable 7.4% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Polish dividend payers (8.4%). Lower than average of industry peers (4.3%).
お知らせ • Jun 02Verbicom S.A., Annual General Meeting, Jun 27, 2022Verbicom S.A., Annual General Meeting, Jun 27, 2022, at 12:00 Central European Standard Time.
分析記事 • Apr 12We Think Verbicom (WSE:VRB) Can Stay On Top Of Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Feb 18Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: zł0.37 (up from zł0.14 loss in FY 2020). Revenue: zł45.8m (up 57% from FY 2020). Net income: zł2.92m (up zł4.03m from FY 2020). Profit margin: 6.4% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. 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 15% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Feb 11Investor sentiment improved over the past weekAfter last week's 15% share price gain to zł1.94, the stock trades at a trailing P/E ratio of 6.2x. Average trailing P/E is 11x in the Telecom industry in Poland. Total returns to shareholders of 128% over the past three years.
分析記事 • Dec 28Is Verbicom (WSE:VRB) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Valuation Update With 7 Day Price Move • Nov 27Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to zł1.22, the stock trades at a trailing P/E ratio of 3.9x. Average trailing P/E is 13x in the Telecom industry in Poland. Total returns to shareholders of 47% over the past three years.
分析記事 • Sep 28Verbicom (WSE:VRB) Seems To Use Debt Quite SensiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Upcoming Dividend • Jul 22Upcoming dividend of zł0.02 per shareEligible shareholders must have bought the stock before 29 July 2021. Payment date: 31 August 2021. Trailing yield: 1.2%. Lower than top quartile of Polish dividend payers (5.9%). Lower than average of industry peers (4.0%).
Is New 90 Day High Low • Feb 17New 90-day high: zł1.22The company is up 7.0% from its price of zł1.14 on 19 November 2020. The Polish market is up 13% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Telecom industry, which is up 3.0% over the same period.
お知らせ • Feb 02+ 1 more updateVerbicom S.A. to Report Q3, 2021 Results on Nov 12, 2021Verbicom S.A. announced that they will report Q3, 2021 results on Nov 12, 2021
お知らせ • Feb 01+ 2 more updatesVerbicom S.A. to Report Q2, 2021 Results on Aug 12, 2021Verbicom S.A. announced that they will report Q2, 2021 results on Aug 12, 2021
Is New 90 Day High Low • Dec 28New 90-day low: zł0.93The company is down 28% from its price of zł1.30 on 29 September 2020. The Polish market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is down 5.0% over the same period.
Is New 90 Day High Low • Nov 25New 90-day low: zł1.00The company is down 28% from its price of zł1.39 on 25 August 2020. The Polish market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is down 10.0% over the same period.
Is New 90 Day High Low • Oct 30New 90-day low: zł1.06The company is down 31% from its price of zł1.54 on 31 July 2020. The Polish market is down 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is down 10.0% over the same period.
Is New 90 Day High Low • Oct 07New 90-day low: zł1.17The company is down 28% from its price of zł1.63 on 09 July 2020. The Polish market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is up 9.0% over the same period.
Is New 90 Day High Low • Sep 19New 90-day low: zł1.19The company is down 22% from its price of zł1.52 on 19 June 2020. The Polish market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is up 7.0% over the same period.