View ValuationArchicom 향후 성장Future 기준 점검 6/6Archicom (는) 각각 연간 37.1% 및 24.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 37.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 24.6% 로 예상됩니다.핵심 정보37.1%이익 성장률37.76%EPS 성장률Consumer Durables 이익 성장19.7%매출 성장률24.5%향후 자기자본이익률24.60%애널리스트 커버리지Low마지막 업데이트27 Apr 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공시 • May 19Archicom S.A., Annual General Meeting, Jun 16, 2026Archicom S.A., Annual General Meeting, Jun 16, 2026, at 12:00 Central European Standard Time.공시 • Apr 30Archicom S.A. announces Annual dividend, payable on July 31, 2026Archicom S.A. announced Annual dividend of PLN 1.8000 per share payable on July 31, 2026, ex-date on July 16, 2026 and record date on July 17, 2026.공시 • Aug 21Archicom S.A. to Report First Half, 2025 Results on Sep 16, 2025Archicom S.A. announced that they will report first half, 2025 results on Sep 16, 2025Upcoming Dividend • Oct 23Upcoming dividend of zł1.41 per shareEligible shareholders must have bought the stock before 30 October 2024. Payment date: 07 November 2024. Payout ratio is a comfortable 44% but the company is not cash flow positive. Trailing yield: 6.3%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (3.6%).Reported Earnings • Sep 17Second quarter 2024 earnings released: zł0.38 loss per share (vs zł1.39 profit in 2Q 2023)Second quarter 2024 results: zł0.38 loss per share (down from zł1.39 profit in 2Q 2023). Revenue: zł51.7m (down 62% from 2Q 2023). Net loss: zł22.4m (down 163% from profit in 2Q 2023). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Jul 14First quarter 2024 earnings released: EPS: zł1.24 (vs zł0.62 in 1Q 2023)First quarter 2024 results: EPS: zł1.24 (up from zł0.62 in 1Q 2023). Revenue: zł273.6m (up 229% from 1Q 2023). Net income: zł72.7m (up 354% from 1Q 2023). Profit margin: 27% (up from 19% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Jul 05Upcoming dividend of zł0.64 per shareEligible shareholders must have bought the stock before 10 July 2024. Payment date: 25 July 2024. Payout ratio is a comfortable 18% but the company is paying out more than the cash it is generating. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (4.2%).공시 • Jun 06Archicom Introduces 102 Flats for Pre-Sale in WroclawArchicom has launched pre-sales of 102 flats in Wroclaw. Archicom, at Gwarna 5 in Wroclaw flats ranging in size from 25 to 67 square metres will be available for purchase.New Risk • May 29New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 26% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks High level of non-cash earnings (26% accrual ratio). Shareholders have been substantially diluted in the past year (128% increase in shares outstanding). Minor Risks Dividend is not well covered by cash flows (dividend per share is over 10x cash flows per share). Share price has been volatile over the past 3 months (7.6% average weekly change).공시 • May 23Archicom S.A., Annual General Meeting, Jun 18, 2024Archicom S.A., Annual General Meeting, Jun 18, 2024.Declared Dividend • May 13Final dividend of zł0.64 announcedShareholders will receive a dividend of zł0.64. Ex-date: 10th July 2024 Payment date: 25th July 2024 Dividend yield will be 10.0%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (89% earnings payout ratio) but not covered by cash flows (146% cash payout ratio). The dividend has increased by an average of 16% per year over the past 8 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • May 11Archicom S.A. Proposes Dividend, Payable on July 25, 2024Archicom S.A. wants to pay a total of PLN 1.1 (EUR 0.26) dividend per share, the company announced in a market filing. management board is proposing that Archicom's annual general meeting set July 11 as the dividend date and July 25, 2024 as the dividend payment date. In total, Archicom wants to allocate PLN 64.3 million (EUR 14.96 million) to the dividend for 2023. This amount consists of PLN 52.64 million (EUR 12.2 million) of net profit from 2023 and funds accumulated in the reserve capital. The final decision on the distribution of profit for the 2023 financial year will be taken by the company's annual general meeting.Valuation Update With 7 Day Price Move • Mar 28Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €6.88, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 13x in the Consumer Durables industry in Germany. Total returns to shareholders of 105% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €4.37 per share.공시 • Jan 26Archicom Introduces to Offer 159 Flats in LodzArchicom announced that it is launching the sale of 159 flats as part of the next stage of the Zenit investment in Lodz.공시 • Jan 23+ 2 more updatesArchicom S.A. to Report Fiscal Year 2023 Results on Mar 26, 2024Archicom S.A. announced that they will report fiscal year 2023 results on Mar 26, 2024Reported Earnings • Nov 25Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: zł97.0m (down 39% from 3Q 2022). Net income: zł13.2m (down 69% from 3Q 2022). Profit margin: 14% (down from 27% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 32% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Consumer Durables industry in Germany.Reported Earnings • Sep 15Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: zł136.3m (up 84% from 2Q 2022). Net income: zł35.6m (up 308% from 2Q 2022). Profit margin: 26% (up from 12% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 40% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Consumer Durables industry in Germany.New Risk • Jul 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 103% Cash payout ratio: 187% Minor Risk Share price has been volatile over the past 3 months (6.6% average weekly change).Valuation Update With 7 Day Price Move • Jul 26Investor sentiment improves as stock rises 27%After last week's 27% share price gain to €6.08, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 11x in the Consumer Durables industry in Germany. Total returns to shareholders of 110% over the past year.Upcoming Dividend • Jul 06Upcoming dividend of zł2.12 per share at 13% yieldEligible shareholders must have bought the stock before 13 July 2023. Payment date: 28 July 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 13%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (3.0%).공시 • May 26Archicom S.A., Annual General Meeting, Jun 23, 2023Archicom S.A., Annual General Meeting, Jun 23, 2023, at 10:00 Central European Standard Time.Reported Earnings • May 24First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: zł83.2m (down 45% from 1Q 2022). Net income: zł16.0m (down 61% from 1Q 2022). Profit margin: 19% (down from 27% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Consumer Durables industry in Germany.Reported Earnings • Mar 28Full year 2022 earnings releasedFull year 2022 results: Revenue: zł499.7m (down 16% from FY 2021). Net income: zł95.2m (down 15% from FY 2021). Profit margin: 19% (in line with FY 2021). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Consumer Durables industry in Germany.공시 • Jan 26+ 3 more updatesArchicom S.A. to Report Q1, 2023 Results on May 23, 2023Archicom S.A. announced that they will report Q1, 2023 results on May 23, 2023Upcoming Dividend • Nov 30Upcoming dividend of zł1.09 per shareEligible shareholders must have bought the stock before 07 December 2022. Payment date: 15 December 2022. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 6.4%. Within top quartile of German dividend payers (4.9%). Higher than average of industry peers (4.4%).Valuation Update With 7 Day Price Move • Oct 01Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €3.10, the stock trades at a trailing P/E ratio of 3.1x. Average trailing P/E is 7x in the Consumer Durables industry in Germany. Total loss to shareholders of 26% over the past year.Reported Earnings • Sep 17Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: zł73.9m (down 2.8% from 2Q 2021). Net income: zł8.72m (up 213% from 2Q 2021). Profit margin: 12% (up from 3.7% in 2Q 2021). The increase in margin was driven by lower expenses.Upcoming Dividend • Jul 06Upcoming dividend of zł0.14 per shareEligible shareholders must have bought the stock before 13 July 2022. Payment date: 29 July 2022. Trailing yield: 7.8%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (3.8%).공시 • Jun 24Archicom S.A. Declares Dividend from 2021 ProfitsArchicom S.A. announced that it will pay shareholders PLN 0.14 dividend per share on top of PLN 1.24 advance payment from 2021 profit. Total dividend payout will thus stand at PLN 35.4 million.공시 • May 20Archicom S.A., Annual General Meeting, Jun 23, 2022Archicom S.A., Annual General Meeting, Jun 23, 2022.Reported Earnings • Nov 25Third quarter 2021 earnings: Revenues miss analyst expectationsThird quarter 2021 results: Revenue: zł117.7m (down 5.3% from 3Q 2020). Net income: zł24.8m (up 13% from 3Q 2020). Profit margin: 21% (up from 18% in 3Q 2020). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 10%. Over the next year, revenue is expected to shrink by 22% compared to a 3.9% growth forecast for the industry in Germany.Upcoming Dividend • Nov 11Upcoming dividend of zł1.24 per shareEligible shareholders must have bought the stock before 18 November 2021. Payment date: 26 November 2021. Trailing yield: 17%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (2.1%).Reported Earnings • Sep 18Second quarter 2021 earnings releasedThe company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł76.1m (down 10% from 2Q 2020). Net income: zł2.79m (down 93% from 2Q 2020). Profit margin: 3.7% (down from 48% in 2Q 2020). The decrease in margin was primarily driven by higher expenses.이익 및 매출 성장 예측DB:696 - 애널리스트 향후 추정치 및 과거 재무 데이터 (PLN Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20282,590472154167212/31/20272,708570259458212/31/20262,335443-2685212/31/20259621104956N/A9/30/2025698578898N/A6/30/202574289184196N/A3/31/202549026-229-210N/A12/31/2024742120-140-120N/A9/30/20241,352266-342-324N/A6/30/20241,207252-337-319N/A3/31/20241,292299618N/A12/31/20231,101253103113N/A9/30/202343796187195N/A6/30/2023498110199205N/A3/31/2023433804449N/A12/31/2022500957580N/A9/30/20225571172728N/A6/30/2022623132136137N/A3/31/2022689147257257N/A12/31/2021638126250251N/A9/30/2021733124272273N/A6/30/202163494166168N/A3/31/20215811136568N/A12/31/2020670133-25N/A9/30/2020482108-25N/A6/30/2020485106-74-67N/A3/31/202063812316N/A12/31/2019508961719N/A9/30/2019688120N/A57N/A6/30/2019628102N/A133N/A3/31/201946650N/A79N/A12/31/201848453N/A109N/A9/30/201837423N/A83N/A6/30/201836453N/A23N/A3/31/201835560N/A14N/A12/31/201733056N/A-1N/A9/30/201733559N/A-31N/A6/30/201734436N/A-43N/A3/31/201732341N/A-17N/A12/31/201628237N/A-18N/A9/30/201619337N/A-2N/A6/30/201616334N/A32N/A3/31/201612718N/A-19N/A12/31/201515726N/A-36N/A9/30/201513130N/A-26N/A6/30/201513941N/A-26N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 696 의 연간 예상 수익 증가율(37.1%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: 696 의 연간 수익(37.1%)이 German 시장(17%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 696 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 696 의 수익(연간 24.5%)이 German 시장(연간 6.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 696 의 수익(연간 24.5%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 696의 자본 수익률은 3년 후 24.6%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YConsumer-durables 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/21 17:31종가2026/05/21 00:00수익2025/12/31연간 수익2025/12/31데이터 소스당사의 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.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 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 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Archicom S.A.는 4명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Beata Szparaga-WasniewskaBiuro maklerskie mBankuCezary BernatekErste Group Bank AGAdrian GórniakIpopema Securities S.A.1명의 분석가 더 보기
공시 • May 19Archicom S.A., Annual General Meeting, Jun 16, 2026Archicom S.A., Annual General Meeting, Jun 16, 2026, at 12:00 Central European Standard Time.
공시 • Apr 30Archicom S.A. announces Annual dividend, payable on July 31, 2026Archicom S.A. announced Annual dividend of PLN 1.8000 per share payable on July 31, 2026, ex-date on July 16, 2026 and record date on July 17, 2026.
공시 • Aug 21Archicom S.A. to Report First Half, 2025 Results on Sep 16, 2025Archicom S.A. announced that they will report first half, 2025 results on Sep 16, 2025
Upcoming Dividend • Oct 23Upcoming dividend of zł1.41 per shareEligible shareholders must have bought the stock before 30 October 2024. Payment date: 07 November 2024. Payout ratio is a comfortable 44% but the company is not cash flow positive. Trailing yield: 6.3%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (3.6%).
Reported Earnings • Sep 17Second quarter 2024 earnings released: zł0.38 loss per share (vs zł1.39 profit in 2Q 2023)Second quarter 2024 results: zł0.38 loss per share (down from zł1.39 profit in 2Q 2023). Revenue: zł51.7m (down 62% from 2Q 2023). Net loss: zł22.4m (down 163% from profit in 2Q 2023). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Jul 14First quarter 2024 earnings released: EPS: zł1.24 (vs zł0.62 in 1Q 2023)First quarter 2024 results: EPS: zł1.24 (up from zł0.62 in 1Q 2023). Revenue: zł273.6m (up 229% from 1Q 2023). Net income: zł72.7m (up 354% from 1Q 2023). Profit margin: 27% (up from 19% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Jul 05Upcoming dividend of zł0.64 per shareEligible shareholders must have bought the stock before 10 July 2024. Payment date: 25 July 2024. Payout ratio is a comfortable 18% but the company is paying out more than the cash it is generating. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (4.2%).
공시 • Jun 06Archicom Introduces 102 Flats for Pre-Sale in WroclawArchicom has launched pre-sales of 102 flats in Wroclaw. Archicom, at Gwarna 5 in Wroclaw flats ranging in size from 25 to 67 square metres will be available for purchase.
New Risk • May 29New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 26% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks High level of non-cash earnings (26% accrual ratio). Shareholders have been substantially diluted in the past year (128% increase in shares outstanding). Minor Risks Dividend is not well covered by cash flows (dividend per share is over 10x cash flows per share). Share price has been volatile over the past 3 months (7.6% average weekly change).
공시 • May 23Archicom S.A., Annual General Meeting, Jun 18, 2024Archicom S.A., Annual General Meeting, Jun 18, 2024.
Declared Dividend • May 13Final dividend of zł0.64 announcedShareholders will receive a dividend of zł0.64. Ex-date: 10th July 2024 Payment date: 25th July 2024 Dividend yield will be 10.0%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (89% earnings payout ratio) but not covered by cash flows (146% cash payout ratio). The dividend has increased by an average of 16% per year over the past 8 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • May 11Archicom S.A. Proposes Dividend, Payable on July 25, 2024Archicom S.A. wants to pay a total of PLN 1.1 (EUR 0.26) dividend per share, the company announced in a market filing. management board is proposing that Archicom's annual general meeting set July 11 as the dividend date and July 25, 2024 as the dividend payment date. In total, Archicom wants to allocate PLN 64.3 million (EUR 14.96 million) to the dividend for 2023. This amount consists of PLN 52.64 million (EUR 12.2 million) of net profit from 2023 and funds accumulated in the reserve capital. The final decision on the distribution of profit for the 2023 financial year will be taken by the company's annual general meeting.
Valuation Update With 7 Day Price Move • Mar 28Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €6.88, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 13x in the Consumer Durables industry in Germany. Total returns to shareholders of 105% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €4.37 per share.
공시 • Jan 26Archicom Introduces to Offer 159 Flats in LodzArchicom announced that it is launching the sale of 159 flats as part of the next stage of the Zenit investment in Lodz.
공시 • Jan 23+ 2 more updatesArchicom S.A. to Report Fiscal Year 2023 Results on Mar 26, 2024Archicom S.A. announced that they will report fiscal year 2023 results on Mar 26, 2024
Reported Earnings • Nov 25Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: zł97.0m (down 39% from 3Q 2022). Net income: zł13.2m (down 69% from 3Q 2022). Profit margin: 14% (down from 27% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 32% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Consumer Durables industry in Germany.
Reported Earnings • Sep 15Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: zł136.3m (up 84% from 2Q 2022). Net income: zł35.6m (up 308% from 2Q 2022). Profit margin: 26% (up from 12% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 40% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Consumer Durables industry in Germany.
New Risk • Jul 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 103% Cash payout ratio: 187% Minor Risk Share price has been volatile over the past 3 months (6.6% average weekly change).
Valuation Update With 7 Day Price Move • Jul 26Investor sentiment improves as stock rises 27%After last week's 27% share price gain to €6.08, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 11x in the Consumer Durables industry in Germany. Total returns to shareholders of 110% over the past year.
Upcoming Dividend • Jul 06Upcoming dividend of zł2.12 per share at 13% yieldEligible shareholders must have bought the stock before 13 July 2023. Payment date: 28 July 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 13%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (3.0%).
공시 • May 26Archicom S.A., Annual General Meeting, Jun 23, 2023Archicom S.A., Annual General Meeting, Jun 23, 2023, at 10:00 Central European Standard Time.
Reported Earnings • May 24First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: zł83.2m (down 45% from 1Q 2022). Net income: zł16.0m (down 61% from 1Q 2022). Profit margin: 19% (down from 27% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Consumer Durables industry in Germany.
Reported Earnings • Mar 28Full year 2022 earnings releasedFull year 2022 results: Revenue: zł499.7m (down 16% from FY 2021). Net income: zł95.2m (down 15% from FY 2021). Profit margin: 19% (in line with FY 2021). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Consumer Durables industry in Germany.
공시 • Jan 26+ 3 more updatesArchicom S.A. to Report Q1, 2023 Results on May 23, 2023Archicom S.A. announced that they will report Q1, 2023 results on May 23, 2023
Upcoming Dividend • Nov 30Upcoming dividend of zł1.09 per shareEligible shareholders must have bought the stock before 07 December 2022. Payment date: 15 December 2022. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 6.4%. Within top quartile of German dividend payers (4.9%). Higher than average of industry peers (4.4%).
Valuation Update With 7 Day Price Move • Oct 01Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €3.10, the stock trades at a trailing P/E ratio of 3.1x. Average trailing P/E is 7x in the Consumer Durables industry in Germany. Total loss to shareholders of 26% over the past year.
Reported Earnings • Sep 17Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: zł73.9m (down 2.8% from 2Q 2021). Net income: zł8.72m (up 213% from 2Q 2021). Profit margin: 12% (up from 3.7% in 2Q 2021). The increase in margin was driven by lower expenses.
Upcoming Dividend • Jul 06Upcoming dividend of zł0.14 per shareEligible shareholders must have bought the stock before 13 July 2022. Payment date: 29 July 2022. Trailing yield: 7.8%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (3.8%).
공시 • Jun 24Archicom S.A. Declares Dividend from 2021 ProfitsArchicom S.A. announced that it will pay shareholders PLN 0.14 dividend per share on top of PLN 1.24 advance payment from 2021 profit. Total dividend payout will thus stand at PLN 35.4 million.
공시 • May 20Archicom S.A., Annual General Meeting, Jun 23, 2022Archicom S.A., Annual General Meeting, Jun 23, 2022.
Reported Earnings • Nov 25Third quarter 2021 earnings: Revenues miss analyst expectationsThird quarter 2021 results: Revenue: zł117.7m (down 5.3% from 3Q 2020). Net income: zł24.8m (up 13% from 3Q 2020). Profit margin: 21% (up from 18% in 3Q 2020). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 10%. Over the next year, revenue is expected to shrink by 22% compared to a 3.9% growth forecast for the industry in Germany.
Upcoming Dividend • Nov 11Upcoming dividend of zł1.24 per shareEligible shareholders must have bought the stock before 18 November 2021. Payment date: 26 November 2021. Trailing yield: 17%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (2.1%).
Reported Earnings • Sep 18Second quarter 2021 earnings releasedThe company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł76.1m (down 10% from 2Q 2020). Net income: zł2.79m (down 93% from 2Q 2020). Profit margin: 3.7% (down from 48% in 2Q 2020). The decrease in margin was primarily driven by higher expenses.