View ValuationDom Development 향후 성장Future 기준 점검 2/6Dom Development (는) 각각 연간 2.1% 및 6.1% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 4.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 26% 로 예상됩니다.핵심 정보2.1%이익 성장률4.41%EPS 성장률Consumer Durables 이익 성장19.8%매출 성장률6.1%향후 자기자본이익률25.95%애널리스트 커버리지Low마지막 업데이트14 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공시 • May 16Dom Development S.A., Annual General Meeting, Jun 18, 2026Dom Development S.A., Annual General Meeting, Jun 18, 2026.공시 • Mar 03Dom Development S.A. to Report Q1, 2026 Results on May 14, 2026Dom Development S.A. announced that they will report Q1, 2026 results on May 14, 2026공시 • May 09Dom Development S.A., Annual General Meeting, Jun 12, 2025Dom Development S.A., Annual General Meeting, Jun 12, 2025.공시 • Jan 10+ 1 more updateDom Development S.A. to Report Q3, 2025 Results on Nov 20, 2025Dom Development S.A. announced that they will report Q3, 2025 results on Nov 20, 2025공시 • Jan 09+ 1 more updateDom Development S.A. to Report Q1, 2025 Results on May 15, 2025Dom Development S.A. announced that they will report Q1, 2025 results on May 15, 2025Declared Dividend • Nov 09First half dividend of zł6.00 announcedShareholders will receive a dividend of zł6.00. Ex-date: 11th December 2024 Payment date: 18th December 2024 Dividend yield will be 17%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (36% earnings payout ratio) but not covered by cash flows (161% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Oct 02Now 27% undervaluedOver the last 90 days, the stock has risen 12% to €41.75. The fair value is estimated to be €57.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has grown by 8.3%. For the next 3 years, revenue is forecast to grow by 6.0% per annum. Earnings are also forecast to grow by 2.2% per annum over the same time period.Valuation Update With 7 Day Price Move • Oct 01Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €45.95, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 13x in the Consumer Durables industry in Europe. Total returns to shareholders of 115% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €63.13 per share.Reported Earnings • Aug 30Second quarter 2024 earnings released: EPS: zł3.64 (vs zł2.49 in 2Q 2023)Second quarter 2024 results: EPS: zł3.64 (up from zł2.49 in 2Q 2023). Revenue: zł663.7m (up 47% from 2Q 2023). Net income: zł93.8m (up 47% from 2Q 2023). Profit margin: 14% (in line with 2Q 2023). Revenue is forecast to grow 8.8% 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 8% per year whereas the company’s share price has increased by 4% per year.Upcoming Dividend • Jun 19Upcoming dividend of zł6.50 per shareEligible shareholders must have bought the stock before 25 June 2024. Payment date: 04 July 2024. Payout ratio is a comfortable 70% but the company is paying out more than the cash it is generating. Trailing yield: 7.3%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (4.2%).Valuation Update With 7 Day Price Move • Jun 03Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €40.00, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 15x in the Consumer Durables industry in Europe. Total returns to shareholders of 58% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €48.97 per share.Buy Or Sell Opportunity • May 31Now 20% undervaluedOver the last 90 days, the stock has risen 20% to €42.85. The fair value is estimated to be €53.85, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.4% over the last 3 years. Earnings per share has grown by 3.7%. For the next 3 years, revenue is forecast to grow by 7.5% per annum. Earnings are also forecast to grow by 4.7% per annum over the same time period.New Risk • May 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 7.9% 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 High level of non-cash earnings (21% accrual ratio). Minor Risks Dividend is not well covered by cash flows (358% cash payout ratio). Share price has been volatile over the past 3 months (7.9% average weekly change).Reported Earnings • May 19First quarter 2024 earnings released: EPS: zł5.33 (vs zł6.21 in 1Q 2023)First quarter 2024 results: EPS: zł5.33 (down from zł6.21 in 1Q 2023). Revenue: zł705.9m (down 14% from 1Q 2023). Net income: zł137.2m (down 14% from 1Q 2023). Profit margin: 19% (in line with 1Q 2023). Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 5.1% 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 whereas the company’s share price has increased by 9% per year.공시 • May 17Dom Development S.A., Annual General Meeting, Jun 19, 2024Dom Development S.A., Annual General Meeting, Jun 19, 2024.New Risk • Mar 21New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 103% Cash payout ratio: 113% Dividend yield: 6.2% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Declared Dividend • Mar 21Final dividend of zł6.50 announcedShareholders will receive a dividend of zł6.50. Ex-date: 25th June 2024 Payment date: 4th July 2024 Dividend yield will be 20%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (69% earnings payout ratio) but not covered by cash flows (113% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Mar 21Dom Development Recommends Additional Dividend, Payable on July 4, 2024Dom Development announced that according to the management board's proposal, a total of PLN 309.58 million (EUR 71.9 million), or PLN 12 (EUR 2.8 million) per share, is to go towards the dividend for 2023. With regard to the 25.698,422 shares of the company, the remaining dividend to be paid for 2023 amounts to PLN 167.04 million (EUR 38.8 million), or PLN 6.50 (EUR 1.51) dividend per share. On the other hand, in relation to the 100,000 shares of the company that were not registered at that time, the remaining dividend to be paid for 2023 is PLN 1.2 million (EUR 280k) or PLN 12 (EUR 2.79) per share. The company's management board proposes to set June 26, 2024 as the dividend date and July 4, 2024 as the dividend payment date. In November 2023, Dom Development's management board decided to pay an advance dividend for 2023, which amounted to PLN 141.3 million (EUR 32.8 million), giving PLN 5.5 (EUR 1.28) per share.Reported Earnings • Mar 20Full year 2023 earnings released: EPS: zł17.94 (vs zł16.07 in FY 2022)Full year 2023 results: EPS: zł17.94 (up from zł16.07 in FY 2022). Revenue: zł2.55b (up 5.4% from FY 2022). Net income: zł460.2m (up 12% from FY 2022). Profit margin: 18% (in line with FY 2022). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Consumer Durables industry in Germany.Buy Or Sell Opportunity • Feb 24Now 22% undervaluedThe stock has been flat over the last 90 days, currently trading at €35.00. The fair value is estimated to be €44.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.9% over the last 3 years. Earnings per share has grown by 6.0%. For the next 3 years, revenue is forecast to grow by 7.7% per annum. Earnings are also forecast to grow by 9.8% per annum over the same time period.공시 • Jan 06+ 3 more updatesDom Development S.A. to Report First Half, 2024 Results on Aug 29, 2024Dom Development S.A. announced that they will report first half, 2024 results on Aug 29, 2024Upcoming Dividend • Dec 04Upcoming dividend of zł5.50 per share at 6.7% yieldEligible shareholders must have bought the stock before 11 December 2023. Payment date: 18 December 2023. Payout ratio is a comfortable 69% but the company is not cash flow positive. Trailing yield: 6.7%. Within top quartile of German dividend payers (5.1%). Higher than average of industry peers (4.8%).New Risk • Nov 21New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 30% 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 Risk High level of non-cash earnings (30% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.공시 • Oct 18Dom Development Intends to Pay an Advance Dividend for 2023Dom Development intends to pay an advance dividend for 2023, which will amount to PLN 141.3 million (EUR 31.8 million), or PLN 5.5 (EUR 1,24) per share, the company said in a market filing.공시 • Sep 26Dom Development Launches Sales of 100 Apartments in WarsawDom Development launched the sales of 100 apartments under the residential project Apartamenty Literacka located in Bielany quarter in Warsaw.Reported Earnings • Aug 31Second quarter 2023 earnings released: EPS: zł2.49 (vs zł3.68 in 2Q 2022)Second quarter 2023 results: EPS: zł2.49 (down from zł3.68 in 2Q 2022). Revenue: zł452.5m (down 25% from 2Q 2022). Net income: zł63.8m (down 32% from 2Q 2022). Profit margin: 14% (down from 16% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Consumer Durables industry in Germany.Buying Opportunity • Aug 18Now 20% undervaluedOver the last 90 days, the stock is up 1.6%. The fair value is estimated to be €40.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings is forecast to decline by 1.0% per annum over the same time period.Upcoming Dividend • Jun 16Upcoming dividend of zł11.00 per share at 7.8% yieldEligible shareholders must have bought the stock before 23 June 2023. Payment date: 04 July 2023. Payout ratio is a comfortable 66% and the cash payout ratio is 97%. Trailing yield: 7.8%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (2.8%).Reported Earnings • May 21First quarter 2023 earnings released: EPS: zł6.21 (vs zł5.57 in 1Q 2022)First quarter 2023 results: EPS: zł6.21 (up from zł5.57 in 1Q 2022). Revenue: zł822.0m (up 13% from 1Q 2022). Net income: zł158.8m (up 12% from 1Q 2022). Profit margin: 19% (in line with 1Q 2022). Revenue is forecast to grow 4.0% 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 18Full year 2022 earnings released: EPS: zł16.07 (vs zł12.89 in FY 2021)Full year 2022 results: EPS: zł16.07 (up from zł12.89 in FY 2021). Revenue: zł2.42b (up 28% from FY 2021). Net income: zł410.3m (up 25% from FY 2021). Profit margin: 17% (in line with FY 2021). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Consumer Durables industry in Germany.Buying Opportunity • Feb 15Now 22% undervaluedOver the last 90 days, the stock is up 14%. The fair value is estimated to be €27.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years. Earnings per share has grown by 8.7%. For the next 3 years, revenue is forecast to grow by 3.0% per annum. Earnings is forecast to decline by 8.6% per annum over the same time period.공시 • Jan 12+ 2 more updatesDom Development S.A. to Report Q3, 2023 Results on Nov 16, 2023Dom Development S.A. announced that they will report Q3, 2023 results on Nov 16, 2023공시 • Jan 10Dom Development S.A. to Report Fiscal Year 2022 Results on Mar 16, 2023Dom Development S.A. announced that they will report fiscal year 2022 results on Mar 16, 2023Reported Earnings • Nov 18Third quarter 2022 earnings released: EPS: zł0.93 (vs zł2.11 in 3Q 2021)Third quarter 2022 results: EPS: zł0.93 (down from zł2.11 in 3Q 2021). Revenue: zł320.2m (down 3.4% from 3Q 2021). Net income: zł23.8m (down 56% from 3Q 2021). Profit margin: 7.4% (down from 16% in 3Q 2021). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Consumer Durables industry in Germany.Buying Opportunity • Oct 12Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 8.1%. The fair value is estimated to be €23.07, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.2% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings is forecast to decline by 12% per annum over the same time period.Reported Earnings • Aug 27Second quarter 2022 earnings released: EPS: zł3.68 (vs zł2.29 in 2Q 2021)Second quarter 2022 results: EPS: zł3.68 (up from zł2.29 in 2Q 2021). Revenue: zł601.8m (up 79% from 2Q 2021). Net income: zł94.0m (up 62% from 2Q 2021). Profit margin: 16% (down from 17% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 8.4%, compared to a 2.0% growth forecast for the Consumer Durables industry in Germany.Valuation Update With 7 Day Price Move • Jul 16Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €16.76, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 8x in the Consumer Durables industry in Germany. Total loss to shareholders of 39% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €24.80 per share.Buying Opportunity • Jul 16Now 32% undervalued after recent price dropOver the last 90 days, the stock is down 18%. The fair value is estimated to be €24.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.8% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings is forecast to decline by 7.1% per annum over the same time period.Upcoming Dividend • Jul 07Upcoming dividend of zł10.50 per shareEligible shareholders must have bought the stock before 14 July 2022. Payment date: 16 August 2022. Payout ratio is on the higher end at 91%, however this is supported by cash flows. Trailing yield: 11%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (3.7%).공시 • Jul 02Dom Development S.A. Announces Dividend for the Year 2021, Payable on August 16, 2022Dom Development will pay PLN 10.5 in dividend per share from 2021 earnings, or a total of PLN 268.3 million. Dividend rights will be set on July 15, 2022 and the payment will follow on August 16, 2022.Buying Opportunity • Jun 16Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 5.6%. The fair value is estimated to be €25.28, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.8% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings is forecast to decline by 7.1% per annum over the same time period.공시 • Jun 01Dom Development S.A., Annual General Meeting, Jun 30, 2022Dom Development S.A., Annual General Meeting, Jun 30, 2022, at 14:00 Central Europe Standard Time.Reported Earnings • May 27First quarter 2022 earnings released: EPS: zł5.57 (vs zł6.90 in 1Q 2021)First quarter 2022 results: EPS: zł5.57 (down from zł6.90 in 1Q 2021). Revenue: zł727.0m (down 10.0% from 1Q 2021). Net income: zł141.7m (down 19% from 1Q 2021). Profit margin: 20% (down from 22% in 1Q 2021). The decrease in margin was driven by lower revenue. Over the next year, revenue is forecast to grow 18%, compared to a 7.3% growth forecast for the industry in Germany.공시 • May 24Dom Development Recommends Dividend, Payable on August 16, 2022Dom Development recommended PLN 10.5 in dividend per share or a total of PLN 268.3 million. Dividend rights would be set on July 15, 2022 and the payment made on August 16, 2022.Valuation Update With 7 Day Price Move • May 20Investor sentiment improved over the past weekAfter last week's 15% share price gain to €20.15, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 10x in the Consumer Durables industry in Germany. Total loss to shareholders of 34% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €31.69 per share.Reported Earnings • Nov 12Third quarter 2021 earnings released: EPS zł0.42 (vs zł2.28 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: zł123.5m (down 66% from 3Q 2020). Net income: zł10.7m (down 81% from 3Q 2020). Profit margin: 8.7% (down from 16% in 3Q 2020). The decrease in margin was driven by lower revenue.공시 • Jul 03Dom Development S.A. (WSE:DOM) completed the acquisition of 77% stake in SENTO S.A. from Reno for PLN 35.4 million.Dom Development S.A. (WSE:DOM) intends to acquire a majority stake in SENTO S.A. from Reno on March 12, 2021. Dom Development has entered into an agreement with Reno to acquire 77% of the shares of Krakow developer Sento. The transaction is subject to approval of the Office of Competition and Consumer Protection (UOKiK). The transaction is expected to be completed in the first half of 2021. Dom Development S.A. (WSE:DOM) completed the acquisition of 77% stake in SENTO S.A. from Reno for PLN 35.4 million on July 1, 2021. The remaining 23% of Sento S.A. shares are controlled by the managers of sento S.A. Dom Development S.A. has a preemptive right in respect of the remaining shares.Reported Earnings • May 15First quarter 2021 earnings released: EPS zł6.90 (vs zł1.54 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: zł807.9m (up 157% from 1Q 2020). Net income: zł174.5m (up 353% from 1Q 2020). Profit margin: 22% (up from 12% in 1Q 2020). The increase in margin was driven by higher revenue.이익 및 매출 성장 예측DB:6WV - 애널리스트 향후 추정치 및 과거 재무 데이터 (PLN Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20284,212733526534212/31/20274,020743541547512/31/20263,741730458529112/31/20253,256654189213N/A9/30/20253,317648449473N/A6/30/20253,093584294314N/A3/31/20253,204580325346N/A12/31/20243,168569357378N/A9/30/20242,802496452477N/A6/30/20242,645469208229N/A3/31/20242,43443994112N/A12/31/20232,550460250268N/A9/30/20232,371411-33-6N/A6/30/20232,365397358387N/A3/31/20232,514427275304N/A12/31/20222,419410174204N/A9/30/20222,071300269285N/A6/30/20222,082330391405N/A3/31/20221,817294380393N/A12/31/20211,897327380394N/A9/30/20212,156413535549N/A6/30/20212,187417577592N/A3/31/20212,309438630646N/A12/31/20201,815302668679N/A9/30/20201,643261501512N/A6/30/20201,667258229242N/A3/31/20201,448210237247N/A12/31/20191,662256149162N/A9/30/20191,903299N/A65N/A6/30/20191,782266N/A143N/A3/31/20191,979294N/A174N/A12/31/20181,654227N/A233N/A9/30/20181,629215N/A317N/A6/30/20181,608219N/A197N/A3/31/20181,495209N/A168N/A12/31/20171,405191N/A198N/A9/30/20171,248159N/A276N/A6/30/20171,221150N/A344N/A3/31/20171,127120N/A255N/A12/31/20161,153126N/A265N/A9/30/20161,066106N/A57N/A6/30/20161,04299N/A136N/A3/31/201697191N/A117N/A12/31/201590481N/A-40N/A9/30/201568744N/A68N/A6/30/201565350N/A40N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 6WV 의 연간 예상 수익 증가율(2.1%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: 6WV 의 연간 수익(2.1%)이 German 시장(17%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 6WV 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 6WV 의 수익(연간 6.1%)이 German 시장(연간 7.1%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 6WV 의 수익(연간 6.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 6WV의 자본 수익률은 3년 후 26%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YConsumer-durables 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/17 16:42종가2026/05/15 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 소스Dom Development S.A.는 13명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Mikolaj LemanczykBiuro maklerskie mBankuBeata Szparaga-WasniewskaBiuro maklerskie mBankuKamil KliszczBiuro maklerskie mBanku10명의 분석가 더 보기
공시 • May 16Dom Development S.A., Annual General Meeting, Jun 18, 2026Dom Development S.A., Annual General Meeting, Jun 18, 2026.
공시 • Mar 03Dom Development S.A. to Report Q1, 2026 Results on May 14, 2026Dom Development S.A. announced that they will report Q1, 2026 results on May 14, 2026
공시 • May 09Dom Development S.A., Annual General Meeting, Jun 12, 2025Dom Development S.A., Annual General Meeting, Jun 12, 2025.
공시 • Jan 10+ 1 more updateDom Development S.A. to Report Q3, 2025 Results on Nov 20, 2025Dom Development S.A. announced that they will report Q3, 2025 results on Nov 20, 2025
공시 • Jan 09+ 1 more updateDom Development S.A. to Report Q1, 2025 Results on May 15, 2025Dom Development S.A. announced that they will report Q1, 2025 results on May 15, 2025
Declared Dividend • Nov 09First half dividend of zł6.00 announcedShareholders will receive a dividend of zł6.00. Ex-date: 11th December 2024 Payment date: 18th December 2024 Dividend yield will be 17%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (36% earnings payout ratio) but not covered by cash flows (161% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Oct 02Now 27% undervaluedOver the last 90 days, the stock has risen 12% to €41.75. The fair value is estimated to be €57.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has grown by 8.3%. For the next 3 years, revenue is forecast to grow by 6.0% per annum. Earnings are also forecast to grow by 2.2% per annum over the same time period.
Valuation Update With 7 Day Price Move • Oct 01Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €45.95, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 13x in the Consumer Durables industry in Europe. Total returns to shareholders of 115% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €63.13 per share.
Reported Earnings • Aug 30Second quarter 2024 earnings released: EPS: zł3.64 (vs zł2.49 in 2Q 2023)Second quarter 2024 results: EPS: zł3.64 (up from zł2.49 in 2Q 2023). Revenue: zł663.7m (up 47% from 2Q 2023). Net income: zł93.8m (up 47% from 2Q 2023). Profit margin: 14% (in line with 2Q 2023). Revenue is forecast to grow 8.8% 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 8% per year whereas the company’s share price has increased by 4% per year.
Upcoming Dividend • Jun 19Upcoming dividend of zł6.50 per shareEligible shareholders must have bought the stock before 25 June 2024. Payment date: 04 July 2024. Payout ratio is a comfortable 70% but the company is paying out more than the cash it is generating. Trailing yield: 7.3%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (4.2%).
Valuation Update With 7 Day Price Move • Jun 03Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €40.00, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 15x in the Consumer Durables industry in Europe. Total returns to shareholders of 58% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €48.97 per share.
Buy Or Sell Opportunity • May 31Now 20% undervaluedOver the last 90 days, the stock has risen 20% to €42.85. The fair value is estimated to be €53.85, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.4% over the last 3 years. Earnings per share has grown by 3.7%. For the next 3 years, revenue is forecast to grow by 7.5% per annum. Earnings are also forecast to grow by 4.7% per annum over the same time period.
New Risk • May 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 7.9% 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 High level of non-cash earnings (21% accrual ratio). Minor Risks Dividend is not well covered by cash flows (358% cash payout ratio). Share price has been volatile over the past 3 months (7.9% average weekly change).
Reported Earnings • May 19First quarter 2024 earnings released: EPS: zł5.33 (vs zł6.21 in 1Q 2023)First quarter 2024 results: EPS: zł5.33 (down from zł6.21 in 1Q 2023). Revenue: zł705.9m (down 14% from 1Q 2023). Net income: zł137.2m (down 14% from 1Q 2023). Profit margin: 19% (in line with 1Q 2023). Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 5.1% 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 whereas the company’s share price has increased by 9% per year.
공시 • May 17Dom Development S.A., Annual General Meeting, Jun 19, 2024Dom Development S.A., Annual General Meeting, Jun 19, 2024.
New Risk • Mar 21New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 103% Cash payout ratio: 113% Dividend yield: 6.2% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Declared Dividend • Mar 21Final dividend of zł6.50 announcedShareholders will receive a dividend of zł6.50. Ex-date: 25th June 2024 Payment date: 4th July 2024 Dividend yield will be 20%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (69% earnings payout ratio) but not covered by cash flows (113% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Mar 21Dom Development Recommends Additional Dividend, Payable on July 4, 2024Dom Development announced that according to the management board's proposal, a total of PLN 309.58 million (EUR 71.9 million), or PLN 12 (EUR 2.8 million) per share, is to go towards the dividend for 2023. With regard to the 25.698,422 shares of the company, the remaining dividend to be paid for 2023 amounts to PLN 167.04 million (EUR 38.8 million), or PLN 6.50 (EUR 1.51) dividend per share. On the other hand, in relation to the 100,000 shares of the company that were not registered at that time, the remaining dividend to be paid for 2023 is PLN 1.2 million (EUR 280k) or PLN 12 (EUR 2.79) per share. The company's management board proposes to set June 26, 2024 as the dividend date and July 4, 2024 as the dividend payment date. In November 2023, Dom Development's management board decided to pay an advance dividend for 2023, which amounted to PLN 141.3 million (EUR 32.8 million), giving PLN 5.5 (EUR 1.28) per share.
Reported Earnings • Mar 20Full year 2023 earnings released: EPS: zł17.94 (vs zł16.07 in FY 2022)Full year 2023 results: EPS: zł17.94 (up from zł16.07 in FY 2022). Revenue: zł2.55b (up 5.4% from FY 2022). Net income: zł460.2m (up 12% from FY 2022). Profit margin: 18% (in line with FY 2022). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Consumer Durables industry in Germany.
Buy Or Sell Opportunity • Feb 24Now 22% undervaluedThe stock has been flat over the last 90 days, currently trading at €35.00. The fair value is estimated to be €44.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.9% over the last 3 years. Earnings per share has grown by 6.0%. For the next 3 years, revenue is forecast to grow by 7.7% per annum. Earnings are also forecast to grow by 9.8% per annum over the same time period.
공시 • Jan 06+ 3 more updatesDom Development S.A. to Report First Half, 2024 Results on Aug 29, 2024Dom Development S.A. announced that they will report first half, 2024 results on Aug 29, 2024
Upcoming Dividend • Dec 04Upcoming dividend of zł5.50 per share at 6.7% yieldEligible shareholders must have bought the stock before 11 December 2023. Payment date: 18 December 2023. Payout ratio is a comfortable 69% but the company is not cash flow positive. Trailing yield: 6.7%. Within top quartile of German dividend payers (5.1%). Higher than average of industry peers (4.8%).
New Risk • Nov 21New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 30% 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 Risk High level of non-cash earnings (30% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
공시 • Oct 18Dom Development Intends to Pay an Advance Dividend for 2023Dom Development intends to pay an advance dividend for 2023, which will amount to PLN 141.3 million (EUR 31.8 million), or PLN 5.5 (EUR 1,24) per share, the company said in a market filing.
공시 • Sep 26Dom Development Launches Sales of 100 Apartments in WarsawDom Development launched the sales of 100 apartments under the residential project Apartamenty Literacka located in Bielany quarter in Warsaw.
Reported Earnings • Aug 31Second quarter 2023 earnings released: EPS: zł2.49 (vs zł3.68 in 2Q 2022)Second quarter 2023 results: EPS: zł2.49 (down from zł3.68 in 2Q 2022). Revenue: zł452.5m (down 25% from 2Q 2022). Net income: zł63.8m (down 32% from 2Q 2022). Profit margin: 14% (down from 16% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Consumer Durables industry in Germany.
Buying Opportunity • Aug 18Now 20% undervaluedOver the last 90 days, the stock is up 1.6%. The fair value is estimated to be €40.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings is forecast to decline by 1.0% per annum over the same time period.
Upcoming Dividend • Jun 16Upcoming dividend of zł11.00 per share at 7.8% yieldEligible shareholders must have bought the stock before 23 June 2023. Payment date: 04 July 2023. Payout ratio is a comfortable 66% and the cash payout ratio is 97%. Trailing yield: 7.8%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (2.8%).
Reported Earnings • May 21First quarter 2023 earnings released: EPS: zł6.21 (vs zł5.57 in 1Q 2022)First quarter 2023 results: EPS: zł6.21 (up from zł5.57 in 1Q 2022). Revenue: zł822.0m (up 13% from 1Q 2022). Net income: zł158.8m (up 12% from 1Q 2022). Profit margin: 19% (in line with 1Q 2022). Revenue is forecast to grow 4.0% 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 18Full year 2022 earnings released: EPS: zł16.07 (vs zł12.89 in FY 2021)Full year 2022 results: EPS: zł16.07 (up from zł12.89 in FY 2021). Revenue: zł2.42b (up 28% from FY 2021). Net income: zł410.3m (up 25% from FY 2021). Profit margin: 17% (in line with FY 2021). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Consumer Durables industry in Germany.
Buying Opportunity • Feb 15Now 22% undervaluedOver the last 90 days, the stock is up 14%. The fair value is estimated to be €27.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years. Earnings per share has grown by 8.7%. For the next 3 years, revenue is forecast to grow by 3.0% per annum. Earnings is forecast to decline by 8.6% per annum over the same time period.
공시 • Jan 12+ 2 more updatesDom Development S.A. to Report Q3, 2023 Results on Nov 16, 2023Dom Development S.A. announced that they will report Q3, 2023 results on Nov 16, 2023
공시 • Jan 10Dom Development S.A. to Report Fiscal Year 2022 Results on Mar 16, 2023Dom Development S.A. announced that they will report fiscal year 2022 results on Mar 16, 2023
Reported Earnings • Nov 18Third quarter 2022 earnings released: EPS: zł0.93 (vs zł2.11 in 3Q 2021)Third quarter 2022 results: EPS: zł0.93 (down from zł2.11 in 3Q 2021). Revenue: zł320.2m (down 3.4% from 3Q 2021). Net income: zł23.8m (down 56% from 3Q 2021). Profit margin: 7.4% (down from 16% in 3Q 2021). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Consumer Durables industry in Germany.
Buying Opportunity • Oct 12Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 8.1%. The fair value is estimated to be €23.07, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.2% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings is forecast to decline by 12% per annum over the same time period.
Reported Earnings • Aug 27Second quarter 2022 earnings released: EPS: zł3.68 (vs zł2.29 in 2Q 2021)Second quarter 2022 results: EPS: zł3.68 (up from zł2.29 in 2Q 2021). Revenue: zł601.8m (up 79% from 2Q 2021). Net income: zł94.0m (up 62% from 2Q 2021). Profit margin: 16% (down from 17% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 8.4%, compared to a 2.0% growth forecast for the Consumer Durables industry in Germany.
Valuation Update With 7 Day Price Move • Jul 16Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €16.76, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 8x in the Consumer Durables industry in Germany. Total loss to shareholders of 39% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €24.80 per share.
Buying Opportunity • Jul 16Now 32% undervalued after recent price dropOver the last 90 days, the stock is down 18%. The fair value is estimated to be €24.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.8% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings is forecast to decline by 7.1% per annum over the same time period.
Upcoming Dividend • Jul 07Upcoming dividend of zł10.50 per shareEligible shareholders must have bought the stock before 14 July 2022. Payment date: 16 August 2022. Payout ratio is on the higher end at 91%, however this is supported by cash flows. Trailing yield: 11%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (3.7%).
공시 • Jul 02Dom Development S.A. Announces Dividend for the Year 2021, Payable on August 16, 2022Dom Development will pay PLN 10.5 in dividend per share from 2021 earnings, or a total of PLN 268.3 million. Dividend rights will be set on July 15, 2022 and the payment will follow on August 16, 2022.
Buying Opportunity • Jun 16Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 5.6%. The fair value is estimated to be €25.28, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.8% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings is forecast to decline by 7.1% per annum over the same time period.
공시 • Jun 01Dom Development S.A., Annual General Meeting, Jun 30, 2022Dom Development S.A., Annual General Meeting, Jun 30, 2022, at 14:00 Central Europe Standard Time.
Reported Earnings • May 27First quarter 2022 earnings released: EPS: zł5.57 (vs zł6.90 in 1Q 2021)First quarter 2022 results: EPS: zł5.57 (down from zł6.90 in 1Q 2021). Revenue: zł727.0m (down 10.0% from 1Q 2021). Net income: zł141.7m (down 19% from 1Q 2021). Profit margin: 20% (down from 22% in 1Q 2021). The decrease in margin was driven by lower revenue. Over the next year, revenue is forecast to grow 18%, compared to a 7.3% growth forecast for the industry in Germany.
공시 • May 24Dom Development Recommends Dividend, Payable on August 16, 2022Dom Development recommended PLN 10.5 in dividend per share or a total of PLN 268.3 million. Dividend rights would be set on July 15, 2022 and the payment made on August 16, 2022.
Valuation Update With 7 Day Price Move • May 20Investor sentiment improved over the past weekAfter last week's 15% share price gain to €20.15, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 10x in the Consumer Durables industry in Germany. Total loss to shareholders of 34% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €31.69 per share.
Reported Earnings • Nov 12Third quarter 2021 earnings released: EPS zł0.42 (vs zł2.28 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: zł123.5m (down 66% from 3Q 2020). Net income: zł10.7m (down 81% from 3Q 2020). Profit margin: 8.7% (down from 16% in 3Q 2020). The decrease in margin was driven by lower revenue.
공시 • Jul 03Dom Development S.A. (WSE:DOM) completed the acquisition of 77% stake in SENTO S.A. from Reno for PLN 35.4 million.Dom Development S.A. (WSE:DOM) intends to acquire a majority stake in SENTO S.A. from Reno on March 12, 2021. Dom Development has entered into an agreement with Reno to acquire 77% of the shares of Krakow developer Sento. The transaction is subject to approval of the Office of Competition and Consumer Protection (UOKiK). The transaction is expected to be completed in the first half of 2021. Dom Development S.A. (WSE:DOM) completed the acquisition of 77% stake in SENTO S.A. from Reno for PLN 35.4 million on July 1, 2021. The remaining 23% of Sento S.A. shares are controlled by the managers of sento S.A. Dom Development S.A. has a preemptive right in respect of the remaining shares.
Reported Earnings • May 15First quarter 2021 earnings released: EPS zł6.90 (vs zł1.54 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: zł807.9m (up 157% from 1Q 2020). Net income: zł174.5m (up 353% from 1Q 2020). Profit margin: 22% (up from 12% in 1Q 2020). The increase in margin was driven by higher revenue.