PlaySide Studios 향후 성장
Future 기준 점검 4/6
PlaySide Studios (는) 각각 연간 29.1% 및 13.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 28.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 17.8% 로 예상됩니다.
핵심 정보
29.1%
이익 성장률
28.48%
EPS 성장률
| Entertainment 이익 성장 | 20.8% |
| 매출 성장률 | 13.8% |
| 향후 자기자본이익률 | 17.76% |
| 애널리스트 커버리지 | Low |
| 마지막 업데이트 | 19 May 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • Apr 26
PLY: Higher Future P/E Assumptions Will Support Undervalued Profile
Analysts have trimmed their price target for PlaySide Studios by A$0.00, reflecting updated assumptions for revenue growth, profit margins, and a higher future P/E multiple. Together, these factors keep fair value at A$0.52.내러티브 업데이트 • Apr 09
PLY: Higher Margins And Revenue Assumptions Will Support Undervalued Profile
Analysts have maintained their A$0.52 price target on PlaySide Studios. The unchanged figure is backed by updated assumptions that indicate higher revenue growth, stronger profit margins and a lower future P/E multiple.내러티브 업데이트 • Mar 25
PLY: Stable Assumptions And Margins Are Expected To Support Undervalued Profile
Analysts have kept their A$0.52 price target for PlaySide Studios unchanged, citing only minor tweaks in the discount rate, revenue growth, profit margin and future P/E assumptions as the main drivers of this steady view. Valuation Changes Fair Value: The A$0.52 fair value estimate is unchanged, indicating no revision to the headline valuation figure.내러티브 업데이트 • Mar 11
PLY: Higher Margin Outlook Will Support Undervalued Profile Going Forward
Analysts have kept their A$0.52 price target for PlaySide Studios steady, with fair value remaining unchanged to reflect updated assumptions for revenue growth, profit margins and future P/E. Valuation Changes Fair Value: A$0.52 remains unchanged, with no adjustment to the assessed fair value per share.내러티브 업데이트 • Feb 24
PLY: Incoming CFO Will Support Margins And Sustain Undervalued Outlook
Analysts have made only a marginal tweak to their PlaySide Studios valuation, trimming the fair value estimate to A$0.52 as small adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions flow through their models. What's in the News PlaySide Studios has appointed Colin Lai as Chief Financial Officer, effective March 2, 2026, following the previously announced retirement of current CFO Darren Briggs at the October 2025 AGM (Key Developments).내러티브 업데이트 • Feb 08
PLY: New CFO Appointment Will Support Margins And Undervalued Outlook
Analysts have nudged their price target for PlaySide Studios slightly higher to A$0.52 per share, reflecting modest updates to discount rate and future P/E assumptions while keeping revenue growth and profit margin forecasts broadly unchanged. What's in the News PlaySide Studios has appointed Colin Lai as Chief Financial Officer, effective March 2, 2026, following the planned retirement of current CFO Darren Briggs announced at the October 2025 AGM (Key Developments).
새로운 내러티브 • Feb 06
PlaySide Studios: Market Is Sleeping on a Potential 10M+ Unit Breakout Year, FY26 Could Be the Rerate of the Decade
PlaySide Studios (ASX: PLY) is still being priced like a sleepy, low-growth work-for-hire studio, despite now sitting on the largest and most statistically credible IP slate in its history, backed by hard wishlist data and a materially leaner cost base. After reviewing the updated Steam wishlist data, indie comps, sell-through ratios, past margins and the latest company guidance, my view is: If the upcoming slate lands even “normally well”, FY26 earnings power justifies a move from ~0.265 today into the 0.70–1.00 range over the next 12–18 months, with upside beyond that if one title genuinely breaks out.내러티브 업데이트 • Jan 25
PLY: New CFO Appointment Will Support Margins As Revenue Tops A$49 Million
Analysts have kept their fair value estimate for PlaySide Studios steady at A$0.52 per share, with only very small tweaks to inputs like the discount rate and expected future P/E guiding their updated price target narrative. What's in the News PlaySide Studios has appointed Colin Lai as Chief Financial Officer, effective March 2, 2026.내러티브 업데이트 • Jan 09
PLY: Revenue Will Exceed A$49 Million As Margins And Costs Improve
Analysts have made a modest adjustment to their price target for PlaySide Studios, reflecting fine tuning of assumptions around discount rates, long term revenue growth of 15.83% and profit margins of 14.08%. They have kept the fair value estimate steady at A$0.52 and are using a future P/E of about 25.5x.분석 기사 • Dec 22
The Market Lifts PlaySide Studios Limited (ASX:PLY) Shares 31% But It Can Do More
PlaySide Studios Limited ( ASX:PLY ) shareholders would be excited to see that the share price has had a great month...내러티브 업데이트 • Dec 21
PLY: Revenue Will Exceed A$49 Million As Profitability Improves
Analysts have nudged their price target on PlaySide Studios higher to approximately $0.52 per share from about $0.52 previously, citing slightly stronger expectations for revenue growth and profit margins, despite a marginally higher discount rate and a modestly lower assumed future P/E multiple. What's in the News PlaySide Studios reaffirmed its fiscal 2026 guidance, expecting revenue to exceed fiscal 2025's 49 million dollars while reducing operating costs, supported by front end loaded game launch revenues (Company guidance).내러티브 업데이트 • Dec 07
PLY: Revenue Will Exceed A$49 Million As Profitability Improves
Analysts have nudged their price target on PlaySide Studios slightly higher to reflect a modestly lower perceived risk and marginally improved profitability and growth assumptions, resulting in a fair value that remains effectively unchanged at A$0.52 per share. What's in the News Confirmed financial guidance for fiscal 2026, with revenue expected to exceed fiscal 2025's A$49 million along with lower operating costs (company guidance).내러티브 업데이트 • Nov 23
PLY: Revenue Will Exceed A$49 Million As Costs Are Set To Fall
Analysts have maintained their price target for PlaySide Studios at $0.52. Minor adjustments to underlying discount rates and future earnings assumptions are guiding a continued stable outlook for the company.새로운 내러티브 • Nov 20
PlaySide Studios: Market Is Sleeping on a Potential 10M+ Unit Breakout Year, FY26 Could Be the Rerate of the Decade
PlaySide Studios (ASX: PLY) is being priced like a sleepy, low-growth work-for-hire shop right before the biggest IP slate in its history goes live. After going through Steam wishlist data, indie comps, sell-through ratios, past margins and the latest analyst notes, my view is simple: If the upcoming slate lands even normally well, FY26 can justify a move from around 0.19–0.20 today to the 0.70–1.00 range, with more if one title really breaks out.내러티브 업데이트 • Nov 06
PLY: Revenue Is Projected To Exceed A$49 Million With Lower Costs Ahead
Narrative Update on PlaySide Studios Analysts have maintained their price target for PlaySide Studios at $0.52 per share, reflecting only negligible adjustments to revenue growth and profit margin forecasts after their latest review. What's in the News PlaySide Studios provided financial guidance for fiscal year 2026 and reaffirmed that revenue is expected to exceed FY25's $49 million, with lower operating costs (Key Developments).내러티브 업데이트 • Oct 22
Analysts Lift PlaySide Studios Price Target as Revenue Outlook and Profit Margins Improve
Analysts have increased their price target for PlaySide Studios from $0.46 to $0.52 per share, citing expectations of stronger revenue growth and improving profit margins. What's in the News PlaySide Studios Limited has been removed from both the S&P/ASX Emerging Companies Index and the S&P/ASX All Ordinaries Index (Key Developments).내러티브 업데이트 • Aug 07
New Original IPs And Nintendo Switch 2 Will Secure Success
PlaySide Studios’ fair value estimate has been revised down to A$0.465, primarily due to weaker consensus revenue growth expectations and a significantly higher future P/E ratio, indicating reduced earnings growth prospects and increased valuation risk. What's in the News PlaySide Studios filed a follow-on equity offering to raise AUD 3 million by issuing 15,000,000 ordinary shares at AUD 0.2 per share.분석 기사 • Jul 30
Market Might Still Lack Some Conviction On PlaySide Studios Limited (ASX:PLY) Even After 31% Share Price Boost
The PlaySide Studios Limited ( ASX:PLY ) share price has done very well over the last month, posting an excellent gain...분석 기사 • Jun 15
After Leaping 28% PlaySide Studios Limited (ASX:PLY) Shares Are Not Flying Under The Radar
PlaySide Studios Limited ( ASX:PLY ) shareholders are no doubt pleased to see that the share price has bounced 28% in...새로운 내러티브 • May 14
New Original IPs And Nintendo Switch 2 Will Secure Success
Developing multiple original IPs and launching on a new platform aims to capitalize on established fanbases and expand market reach.분석 기사 • Apr 20
Why We're Not Concerned Yet About PlaySide Studios Limited's (ASX:PLY) 27% Share Price Plunge
To the annoyance of some shareholders, PlaySide Studios Limited ( ASX:PLY ) shares are down a considerable 27% in the...분석 기사 • Apr 01
Estimating The Intrinsic Value Of PlaySide Studios Limited (ASX:PLY)
Key Insights Using the 2 Stage Free Cash Flow to Equity, PlaySide Studios fair value estimate is AU$0.23 PlaySide...분석 기사 • Jan 29
PlaySide Studios Limited's (ASX:PLY) 51% Share Price Plunge Could Signal Some Risk
PlaySide Studios Limited ( ASX:PLY ) shareholders that were waiting for something to happen have been dealt a blow with...분석 기사 • Nov 22
Estimating The Fair Value Of PlaySide Studios Limited (ASX:PLY)
Key Insights PlaySide Studios' estimated fair value is AU$0.47 based on 2 Stage Free Cash Flow to Equity PlaySide...분석 기사 • Oct 21
There's Reason For Concern Over PlaySide Studios Limited's (ASX:PLY) Massive 27% Price Jump
PlaySide Studios Limited ( ASX:PLY ) shareholders would be excited to see that the share price has had a great month...분석 기사 • Jul 01
PlaySide Studios Limited's (ASX:PLY) P/S Still Appears To Be Reasonable
When you see that almost half of the companies in the Entertainment industry in Australia have price-to-sales ratios...분석 기사 • May 20
When Should You Buy PlaySide Studios Limited (ASX:PLY)?
PlaySide Studios Limited ( ASX:PLY ), is not the largest company out there, but it saw a decent share price growth of...분석 기사 • Apr 19
Returns On Capital At PlaySide Studios (ASX:PLY) Paint A Concerning Picture
What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...분석 기사 • Feb 24
Revenues Tell The Story For PlaySide Studios Limited (ASX:PLY) As Its Stock Soars 30%
PlaySide Studios Limited ( ASX:PLY ) shares have continued their recent momentum with a 30% gain in the last month...분석 기사 • Jan 23
A Look At The Intrinsic Value Of PlaySide Studios Limited (ASX:PLY)
Key Insights The projected fair value for PlaySide Studios is AU$0.62 based on 2 Stage Free Cash Flow to Equity With...분석 기사 • Dec 18
Is Now An Opportune Moment To Examine PlaySide Studios Limited (ASX:PLY)?
PlaySide Studios Limited ( ASX:PLY ), might not be a large cap stock, but it led the ASX gainers with a relatively...분석 기사 • Dec 18
Revenues Tell The Story For PlaySide Studios Limited (ASX:PLY) As Its Stock Soars 33%
The PlaySide Studios Limited ( ASX:PLY ) share price has done very well over the last month, posting an excellent gain...분석 기사 • Oct 05
We're Not Worried About PlaySide Studios' (ASX:PLY) Cash Burn
Just because a business does not make any money, does not mean that the stock will go down. For example, although...분석 기사 • Aug 26
PlaySide Studios Limited (ASX:PLY) Just Reported And Analysts Have Been Lifting Their Price Targets
PlaySide Studios Limited ( ASX:PLY ) shareholders are probably feeling a little disappointed, since its shares fell...분석 기사 • May 23
Companies Like PlaySide Studios (ASX:PLY) Can Afford To Invest In Growth
Just because a business does not make any money, does not mean that the stock will go down. For example, although...분석 기사 • Feb 20
Should You Think About Buying PlaySide Studios Limited (ASX:PLY) Now?
While PlaySide Studios Limited ( ASX:PLY ) might not be the most widely known stock at the moment, it received a lot of...분석 기사 • Jan 31
PlaySide Studios (ASX:PLY) Hasn't Managed To Accelerate Its Returns
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...분석 기사 • Oct 14
PlaySide Studios' (ASX:PLY) Returns Have Hit A Wall
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 6/30/2028 | 76 | 14 | 10 | 30 | 2 |
| 6/30/2027 | 66 | 7 | 5 | 26 | 2 |
| 6/30/2026 | 52 | 8 | -14 | 15 | 2 |
| 12/31/2025 | 41 | 1 | -22 | -3 | N/A |
| 9/30/2025 | 45 | -5 | -22 | -5 | N/A |
| 6/30/2025 | 49 | -12 | -23 | -7 | N/A |
| 3/31/2025 | 53 | -8 | -15 | 0 | N/A |
| 12/31/2024 | 57 | -3 | -8 | 6 | N/A |
| 9/30/2024 | 61 | 4 | -1 | 12 | N/A |
| 6/30/2024 | 65 | 11 | 6 | 18 | N/A |
| 3/31/2024 | 61 | 9 | 8 | 17 | N/A |
| 12/31/2023 | 58 | 7 | 10 | 16 | N/A |
| 9/30/2023 | 48 | 0 | 2 | 7 | N/A |
| 6/30/2023 | 38 | -7 | -5 | -2 | N/A |
| 3/31/2023 | 37 | -4 | -4 | 1 | N/A |
| 12/31/2022 | 36 | 0 | -3 | 3 | N/A |
| 9/30/2022 | 33 | 2 | -1 | 5 | N/A |
| 6/30/2022 | 29 | 5 | 1 | 8 | N/A |
| 3/31/2022 | 22 | 0 | -5 | 2 | N/A |
| 12/31/2021 | 15 | -4 | -10 | -4 | N/A |
| 9/30/2021 | 13 | -5 | -8 | -4 | N/A |
| 6/30/2021 | 11 | -6 | -6 | -4 | N/A |
| 3/31/2021 | 10 | -4 | -4 | -2 | N/A |
| 12/31/2020 | 9 | -2 | -1 | -1 | N/A |
| 9/30/2020 | 8 | -1 | 0 | 0 | N/A |
| 6/30/2020 | 7 | 0 | 0 | 0 | N/A |
| 6/30/2019 | 4 | 0 | N/A | 1 | N/A |
| 6/30/2018 | 5 | 2 | N/A | 2 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: PLY 의 연간 예상 수익 증가율(29.1%)이 saving rate(3.6%)보다 높습니다.
수익 vs 시장: PLY 의 연간 수익(29.1%)이 Australian 시장(11.9%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: PLY 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.
수익 대 시장: PLY 의 수익(연간 13.8%)이 Australian 시장(연간 6.1%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: PLY 의 수익(연간 13.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: PLY의 자본 수익률은 3년 후 17.8%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/20 04:14 |
| 종가 | 2026/05/20 00:00 |
| 수익 | 2025/12/31 |
| 연간 수익 | 2025/06/30 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
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분석가 소스
PlaySide Studios Limited는 3명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Jasper Struwig | Canaccord Genuity |
| Jules Cooper | Shaw and Partners Limited |
| Joshua Goodwill | Shaw and Partners Limited |