View ValuationInter Cars 향후 성장Future 기준 점검 2/6Inter Cars (는) 각각 연간 12.6% 및 9.7% 수익과 수익이 증가할 것으로 예상됩니다.핵심 정보12.6%이익 성장률n/aEPS 성장률Retail Distributors 이익 성장11.1%매출 성장률9.7%향후 자기자본이익률n/a애널리스트 커버리지Low마지막 업데이트21 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesReported Earnings • May 22First quarter 2026 earnings released: EPS: zł15.07 (vs zł11.13 in 1Q 2025)First quarter 2026 results: EPS: zł15.07 (up from zł11.13 in 1Q 2025). Revenue: zł5.43b (up 14% from 1Q 2025). Net income: zł211.3m (up 34% from 1Q 2025). Profit margin: 3.9% (up from 3.3% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Retail Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • May 20Dividend of zł1.42 announcedShareholders will receive a dividend of zł1.42. Ex-date: 9th June 2026 Payment date: 24th June 2026 Dividend yield will be 0.8%, which is lower than the industry average of 2.4%. Payout Ratios Payout ratio: 3%. Cash payout ratio: 3%.공시 • May 02Inter Cars S.A., Annual General Meeting, May 28, 2026Inter Cars S.A., Annual General Meeting, May 28, 2026, at 12:30 Central European Standard Time.공시 • Apr 30Inter Cars S.A. announces Annual dividend, payable on June 24, 2026Inter Cars S.A. announced Annual dividend of PLN 1.4200 per share payable on June 24, 2026, ex-date on June 09, 2026 and record date on June 10, 2026.공시 • Nov 09Inter Cars S.A. to Report Q3, 2025 Results on Nov 13, 2025Inter Cars S.A. announced that they will report Q3, 2025 results at 8:30 AM, Central European Standard Time on Nov 13, 2025공시 • Aug 21Inter Cars S.A. to Report First Half, 2025 Results on Sep 11, 2025Inter Cars S.A. announced that they will report first half, 2025 results on Sep 11, 2025공시 • May 06Inter Cars S.A. announces Annual dividend, payable on June 30, 2025Inter Cars S.A. announced Annual dividend of PLN 1.4200 per share payable on June 30, 2025, ex-date on June 13, 2025 and record date on June 16, 2025.Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: zł14.63 (vs zł15.85 in 3Q 2023)Third quarter 2024 results: EPS: zł14.63 (down from zł15.85 in 3Q 2023). Revenue: zł4.92b (up 7.9% from 3Q 2023). Net income: zł207.3m (down 7.7% from 3Q 2023). Profit margin: 4.2% (down from 4.9% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Retail Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 5% per year.Reported Earnings • Sep 11Second quarter 2024 earnings released: EPS: zł13.34 (vs zł10.94 in 2Q 2023)Second quarter 2024 results: EPS: zł13.34 (up from zł10.94 in 2Q 2023). Revenue: zł4.87b (up 7.0% from 2Q 2023). Net income: zł189.0m (up 22% from 2Q 2023). Profit margin: 3.9% (up from 3.4% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Retail Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 6% per year and the company’s share price has also increased by 6% per year.Upcoming Dividend • May 31Upcoming dividend of zł0.71 per shareEligible shareholders must have bought the stock before 07 June 2024. Payment date: 19 June 2024. Payout ratio is a comfortable 1.5% and this is well supported by cash flows. Trailing yield: 0.1%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (2.6%).공시 • May 25Inter Cars S.A. Approves Dividend for the Year 2023, Payable on June 19, 2024Inter Cars S.A. general meeting decided to pay a dividend of PLN 10.06 million (EUR 2.4 mln) or PLN 0.71 (EUR 0.17) per share, from the profit for 2023. Shareholders set the dividend day for June 10 and the dividend payment date for June 19, 2024.New Risk • May 23New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.6% Last year net profit margin: 5.1% 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: Minor Risks High level of debt (41% net debt to equity). Profit margins are more than 30% lower than last year (3.6% net profit margin).공시 • May 01Inter Cars S.A., Annual General Meeting, May 23, 2024Inter Cars S.A., Annual General Meeting, May 23, 2024, at 12:00 Central European Standard Time.Reported Earnings • Apr 30Full year 2023 earnings released: EPS: zł49.43 (vs zł52.63 in FY 2022)Full year 2023 results: EPS: zł49.43 (down from zł52.63 in FY 2022). Revenue: zł18.0b (up 18% from FY 2022). Net income: zł700.3m (down 6.1% from FY 2022). Profit margin: 3.9% (down from 4.9% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Retail Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 23% per year.Declared Dividend • Apr 29Dividend of zł0.71 announcedShareholders will receive a dividend of zł0.71. Ex-date: 7th June 2024 Payment date: 19th June 2024 Dividend yield will be 0.6%, which is lower than the industry average of 2.4%. Payout Ratios Payout ratio: 1%. Cash payout ratio: 16%.공시 • Apr 27Inter Cars S.A. Recommends Dividend Payment for 2023, Payable on June 19, 2024Inter Cars S.A. announced that the management board of the company recommended to the general meeting the payment of a dividend from the profit for 2023 in the amount of PLN 10.06 million (EUR 2.3 million), or PLN 0.71 (EUR 0.16) per share, the company announced in a market filing. The remaining part of the profit in the amount of PLN 351.2 million (EUR 81.3 million), will be allocated to the reserve capital. The management board also decided to propose to the general meeting that the dividend date be set for June 10, 2024, and that the dividend payment date be set for June 19, 2024.공시 • Jan 17+ 3 more updatesInter Cars S.A. to Report Q3, 2024 Results on Nov 15, 2024Inter Cars S.A. announced that they will report Q3, 2024 results on Nov 15, 2024Reported Earnings • Nov 21Third quarter 2023 earnings released: EPS: zł15.85 (vs zł15.42 in 3Q 2022)Third quarter 2023 results: EPS: zł15.85 (up from zł15.42 in 3Q 2022). Revenue: zł4.56b (up 16% from 3Q 2022). Net income: zł224.6m (up 2.8% from 3Q 2022). Profit margin: 4.9% (down from 5.5% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Retail Distributors industry in Europe.Reported Earnings • Sep 12Second quarter 2023 earnings released: EPS: zł10.94 (vs zł14.76 in 2Q 2022)Second quarter 2023 results: EPS: zł10.94 (down from zł14.76 in 2Q 2022). Revenue: zł4.56b (up 22% from 2Q 2022). Net income: zł154.9m (down 26% from 2Q 2022). Profit margin: 3.4% (down from 5.6% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Retail Distributors industry in Europe.Buying Opportunity • Jul 13Now 21% undervaluedOver the last 90 days, the stock is up 13%. The fair value is estimated to be €163, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 42%. Revenue is forecast to grow by 32% in 2 years. Earnings is forecast to grow by 50% in the next 2 years.공시 • Jun 14Inter Cars S.A. Announces Dividend for 2022Inter Cars S.A. will pay out will pay out PLN 0.71 DPS from 2022 profit, or PLN 10.1 million in total.Upcoming Dividend • Jun 09Upcoming dividend of zł0.71 per share at 0.1% yieldEligible shareholders must have bought the stock before 16 June 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 1.2% but the company is not cash flow positive. Trailing yield: 0.1%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.4%).Buying Opportunity • Jun 09Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €153, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 42%. Revenue is forecast to grow by 30% in 2 years. Earnings is forecast to grow by 50% in the next 2 years.Reported Earnings • Apr 30Full year 2022 earnings released: EPS: zł52.63 (vs zł49.38 in FY 2021)Full year 2022 results: EPS: zł52.63 (up from zł49.38 in FY 2021). Revenue: zł15.3b (up 25% from FY 2021). Net income: zł745.7m (up 6.6% from FY 2021). Profit margin: 4.9% (down from 5.7% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Retail Distributors industry in Europe.Buying Opportunity • Mar 15Now 21% undervaluedOver the last 90 days, the stock is up 18%. The fair value is estimated to be €148, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 48%. For the next 3 years, revenue is forecast to grow by 9.6% per annum. Earnings is also forecast to grow by 11% per annum over the same time period.공시 • Jan 20+ 3 more updatesInter Cars S.A. to Report Q3, 2023 Results on Nov 16, 2023Inter Cars S.A. announced that they will report Q3, 2023 results on Nov 16, 2023Reported Earnings • Nov 19Third quarter 2022 earnings released: EPS: zł15.42 (vs zł13.82 in 3Q 2021)Third quarter 2022 results: EPS: zł15.42 (up from zł13.82 in 3Q 2021). Revenue: zł3.94b (up 24% from 3Q 2021). Net income: zł218.4m (up 12% from 3Q 2021). Profit margin: 5.5% (down from 6.2% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Retail Distributors industry in Europe.Reported Earnings • Sep 10Second quarter 2022 earnings released: EPS: zł14.76 (vs zł11.43 in 2Q 2021)Second quarter 2022 results: EPS: zł14.76 (up from zł11.43 in 2Q 2021). Revenue: zł3.75b (up 24% from 2Q 2021). Net income: zł209.1m (up 29% from 2Q 2021). Profit margin: 5.6% (up from 5.4% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Retail Distributors industry in Europe.Upcoming Dividend • Jun 22Upcoming dividend of zł1.42 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 14 July 2022. Payout ratio is a comfortable 2.9% but the company is not cash flow positive. Trailing yield: 0.4%. Lower than top quartile of German dividend payers (4.4%). Lower than average of industry peers (2.1%).공시 • Jun 01Inter Cars Announces Dividend for 2021, Payable on July 14, 2022Inter Cars will pay out PLN 1.42 DPS from 2021 net profit, or PLN 20.1 million total, with rights to be set on June 30, 2022 and the payout made on July 14, 2022.공시 • May 03Inter Cars S.A., Annual General Meeting, May 31, 2022Inter Cars S.A., Annual General Meeting, May 31, 2022, at 14:00 Central European Standard Time.Reported Earnings • May 01Full year 2021 earnings released: EPS: zł49.38 (vs zł23.53 in FY 2020)Full year 2021 results: EPS: zł49.38 (up from zł23.53 in FY 2020). Revenue: zł12.2b (up 34% from FY 2020). Net income: zł699.6m (up 110% from FY 2020). Profit margin: 5.7% (up from 3.6% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 14%, compared to a 13% growth forecast for the retail industry in Germany.Buying Opportunity • Feb 25Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 4.6%. The fair value is estimated to be zł114, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% per annum over the last 3 years. Earnings per share has grown by 34% per annum over the last 3 years.Reported Earnings • Nov 20Third quarter 2021 earnings released: EPS zł13.82 (vs zł6.23 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: zł3.17b (up 27% from 3Q 2020). Net income: zł195.8m (up 122% from 3Q 2020). Profit margin: 6.2% (up from 3.5% in 3Q 2020). The increase in margin was driven by higher revenue.Reported Earnings • Sep 12Second quarter 2021 earnings released: EPS zł11.43 (vs zł7.60 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł3.03b (up 43% from 2Q 2020). Net income: zł162.0m (up 50% from 2Q 2020). Profit margin: 5.4% (up from 5.1% in 2Q 2020). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • May 27Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł85.40, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the Retail Distributors industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €71.57 per share.공시 • Apr 28Inter Cars S.A. Recommends Dividend for 2020Inter Cars recommended a PLN 1.42 DPS from 2020 earnings and an up to 60% payout ratio in 2020-2022 under a freshly adopted dividend policy. The payout from 2020 would thus come to PLN 20.1 million, with the remaining PLN 202.5 million to go into retained earnings. The recommendation would put dividend yield at 0.46%, as calculated by the company's share price of PLN 311.0. The company will also recommend allocating to dividend up to 60% of group net earnings in 2020-2022, thus returning to its prior dividend policy suspended in 2020. The company last paid dividend from 2018 earnings, with DPS coming to PLN 0.71, or PLN 10.1 million in total.Reported Earnings • Apr 24Full year 2020 earnings released: EPS zł23.53 (vs zł16.03 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: zł9.16b (up 4.5% from FY 2019). Net income: zł333.3m (up 47% from FY 2019). Profit margin: 3.6% (up from 2.6% in FY 2019). The increase in margin was driven by higher revenue.이익 및 매출 성장 예측DB:7FZ - 애널리스트 향후 추정치 및 과거 재무 데이터 (PLN Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202828,6431,222N/AN/A112/31/202726,1601,146192697212/31/202623,8911,0565653513/31/202621,8648602261,146N/A12/31/202521,216806-170633N/A9/30/202520,682752-77458N/A6/30/202520,18772124566N/A3/31/202519,724723-39456N/A12/31/202419,473721337337N/A9/30/202419,046672190611N/A6/30/202418,688689370715N/A3/31/202418,371655324695N/A12/31/202318,030700121487N/A9/30/202317,65678464373N/A6/30/202317,03577873302N/A3/31/202316,230832-16332N/A12/31/202215,285746-275-98N/A9/30/202214,421769-259-104N/A6/30/202213,655746-488-360N/A3/31/202212,929699-315-210N/A12/31/202112,242700-4934N/A9/30/202111,349585-152-61N/A6/30/202110,67047729109N/A3/31/20219,761423345420N/A12/31/20209,159333371444N/A9/30/20208,836268526621N/A6/30/20208,586246614723N/A3/31/20208,721203394522N/A12/31/20198,764227N/A459N/A9/30/20198,612224N/A443N/A6/30/20198,406222N/A113N/A3/31/20198,291230N/A71N/A12/31/20187,943223N/A50N/A9/30/20187,713228N/A48N/A6/30/20187,446225N/A187N/A3/31/20186,967207N/A123N/A12/31/20176,878216N/A24N/A9/30/20176,607217N/A-72N/A6/30/20176,331224N/A-43N/A3/31/20176,231232N/A51N/A12/31/20165,973230N/A252N/A9/30/20165,709184N/A328N/A6/30/20165,477177N/A298N/A3/31/20165,117166N/A239N/A12/31/20154,796151N/A159N/A9/30/20154,548184N/A135N/A6/30/20154,285180N/A138N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 7FZ 의 연간 예상 수익 증가율(12.6%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: 7FZ 의 연간 수익(12.6%)이 German 시장(17.2%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 7FZ 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 7FZ 의 수익(연간 9.7%)이 German 시장(연간 6.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 7FZ 의 수익(연간 9.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 7FZ의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YRetail 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/25 04:36종가2026/05/25 00:00수익2026/03/31연간 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 소스Inter Cars S.A.는 11명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Pawel WieprzowskiBiuro maklerskie mBankuBeata Szparaga-WasniewskaBiuro maklerskie mBankuKamil KliszczBiuro maklerskie mBanku8명의 분석가 더 보기
Reported Earnings • May 22First quarter 2026 earnings released: EPS: zł15.07 (vs zł11.13 in 1Q 2025)First quarter 2026 results: EPS: zł15.07 (up from zł11.13 in 1Q 2025). Revenue: zł5.43b (up 14% from 1Q 2025). Net income: zł211.3m (up 34% from 1Q 2025). Profit margin: 3.9% (up from 3.3% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Retail Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • May 20Dividend of zł1.42 announcedShareholders will receive a dividend of zł1.42. Ex-date: 9th June 2026 Payment date: 24th June 2026 Dividend yield will be 0.8%, which is lower than the industry average of 2.4%. Payout Ratios Payout ratio: 3%. Cash payout ratio: 3%.
공시 • May 02Inter Cars S.A., Annual General Meeting, May 28, 2026Inter Cars S.A., Annual General Meeting, May 28, 2026, at 12:30 Central European Standard Time.
공시 • Apr 30Inter Cars S.A. announces Annual dividend, payable on June 24, 2026Inter Cars S.A. announced Annual dividend of PLN 1.4200 per share payable on June 24, 2026, ex-date on June 09, 2026 and record date on June 10, 2026.
공시 • Nov 09Inter Cars S.A. to Report Q3, 2025 Results on Nov 13, 2025Inter Cars S.A. announced that they will report Q3, 2025 results at 8:30 AM, Central European Standard Time on Nov 13, 2025
공시 • Aug 21Inter Cars S.A. to Report First Half, 2025 Results on Sep 11, 2025Inter Cars S.A. announced that they will report first half, 2025 results on Sep 11, 2025
공시 • May 06Inter Cars S.A. announces Annual dividend, payable on June 30, 2025Inter Cars S.A. announced Annual dividend of PLN 1.4200 per share payable on June 30, 2025, ex-date on June 13, 2025 and record date on June 16, 2025.
Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: zł14.63 (vs zł15.85 in 3Q 2023)Third quarter 2024 results: EPS: zł14.63 (down from zł15.85 in 3Q 2023). Revenue: zł4.92b (up 7.9% from 3Q 2023). Net income: zł207.3m (down 7.7% from 3Q 2023). Profit margin: 4.2% (down from 4.9% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Retail Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 5% per year.
Reported Earnings • Sep 11Second quarter 2024 earnings released: EPS: zł13.34 (vs zł10.94 in 2Q 2023)Second quarter 2024 results: EPS: zł13.34 (up from zł10.94 in 2Q 2023). Revenue: zł4.87b (up 7.0% from 2Q 2023). Net income: zł189.0m (up 22% from 2Q 2023). Profit margin: 3.9% (up from 3.4% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Retail Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 6% per year and the company’s share price has also increased by 6% per year.
Upcoming Dividend • May 31Upcoming dividend of zł0.71 per shareEligible shareholders must have bought the stock before 07 June 2024. Payment date: 19 June 2024. Payout ratio is a comfortable 1.5% and this is well supported by cash flows. Trailing yield: 0.1%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (2.6%).
공시 • May 25Inter Cars S.A. Approves Dividend for the Year 2023, Payable on June 19, 2024Inter Cars S.A. general meeting decided to pay a dividend of PLN 10.06 million (EUR 2.4 mln) or PLN 0.71 (EUR 0.17) per share, from the profit for 2023. Shareholders set the dividend day for June 10 and the dividend payment date for June 19, 2024.
New Risk • May 23New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.6% Last year net profit margin: 5.1% 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: Minor Risks High level of debt (41% net debt to equity). Profit margins are more than 30% lower than last year (3.6% net profit margin).
공시 • May 01Inter Cars S.A., Annual General Meeting, May 23, 2024Inter Cars S.A., Annual General Meeting, May 23, 2024, at 12:00 Central European Standard Time.
Reported Earnings • Apr 30Full year 2023 earnings released: EPS: zł49.43 (vs zł52.63 in FY 2022)Full year 2023 results: EPS: zł49.43 (down from zł52.63 in FY 2022). Revenue: zł18.0b (up 18% from FY 2022). Net income: zł700.3m (down 6.1% from FY 2022). Profit margin: 3.9% (down from 4.9% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Retail Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 23% per year.
Declared Dividend • Apr 29Dividend of zł0.71 announcedShareholders will receive a dividend of zł0.71. Ex-date: 7th June 2024 Payment date: 19th June 2024 Dividend yield will be 0.6%, which is lower than the industry average of 2.4%. Payout Ratios Payout ratio: 1%. Cash payout ratio: 16%.
공시 • Apr 27Inter Cars S.A. Recommends Dividend Payment for 2023, Payable on June 19, 2024Inter Cars S.A. announced that the management board of the company recommended to the general meeting the payment of a dividend from the profit for 2023 in the amount of PLN 10.06 million (EUR 2.3 million), or PLN 0.71 (EUR 0.16) per share, the company announced in a market filing. The remaining part of the profit in the amount of PLN 351.2 million (EUR 81.3 million), will be allocated to the reserve capital. The management board also decided to propose to the general meeting that the dividend date be set for June 10, 2024, and that the dividend payment date be set for June 19, 2024.
공시 • Jan 17+ 3 more updatesInter Cars S.A. to Report Q3, 2024 Results on Nov 15, 2024Inter Cars S.A. announced that they will report Q3, 2024 results on Nov 15, 2024
Reported Earnings • Nov 21Third quarter 2023 earnings released: EPS: zł15.85 (vs zł15.42 in 3Q 2022)Third quarter 2023 results: EPS: zł15.85 (up from zł15.42 in 3Q 2022). Revenue: zł4.56b (up 16% from 3Q 2022). Net income: zł224.6m (up 2.8% from 3Q 2022). Profit margin: 4.9% (down from 5.5% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Retail Distributors industry in Europe.
Reported Earnings • Sep 12Second quarter 2023 earnings released: EPS: zł10.94 (vs zł14.76 in 2Q 2022)Second quarter 2023 results: EPS: zł10.94 (down from zł14.76 in 2Q 2022). Revenue: zł4.56b (up 22% from 2Q 2022). Net income: zł154.9m (down 26% from 2Q 2022). Profit margin: 3.4% (down from 5.6% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Retail Distributors industry in Europe.
Buying Opportunity • Jul 13Now 21% undervaluedOver the last 90 days, the stock is up 13%. The fair value is estimated to be €163, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 42%. Revenue is forecast to grow by 32% in 2 years. Earnings is forecast to grow by 50% in the next 2 years.
공시 • Jun 14Inter Cars S.A. Announces Dividend for 2022Inter Cars S.A. will pay out will pay out PLN 0.71 DPS from 2022 profit, or PLN 10.1 million in total.
Upcoming Dividend • Jun 09Upcoming dividend of zł0.71 per share at 0.1% yieldEligible shareholders must have bought the stock before 16 June 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 1.2% but the company is not cash flow positive. Trailing yield: 0.1%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.4%).
Buying Opportunity • Jun 09Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €153, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 42%. Revenue is forecast to grow by 30% in 2 years. Earnings is forecast to grow by 50% in the next 2 years.
Reported Earnings • Apr 30Full year 2022 earnings released: EPS: zł52.63 (vs zł49.38 in FY 2021)Full year 2022 results: EPS: zł52.63 (up from zł49.38 in FY 2021). Revenue: zł15.3b (up 25% from FY 2021). Net income: zł745.7m (up 6.6% from FY 2021). Profit margin: 4.9% (down from 5.7% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Retail Distributors industry in Europe.
Buying Opportunity • Mar 15Now 21% undervaluedOver the last 90 days, the stock is up 18%. The fair value is estimated to be €148, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 48%. For the next 3 years, revenue is forecast to grow by 9.6% per annum. Earnings is also forecast to grow by 11% per annum over the same time period.
공시 • Jan 20+ 3 more updatesInter Cars S.A. to Report Q3, 2023 Results on Nov 16, 2023Inter Cars S.A. announced that they will report Q3, 2023 results on Nov 16, 2023
Reported Earnings • Nov 19Third quarter 2022 earnings released: EPS: zł15.42 (vs zł13.82 in 3Q 2021)Third quarter 2022 results: EPS: zł15.42 (up from zł13.82 in 3Q 2021). Revenue: zł3.94b (up 24% from 3Q 2021). Net income: zł218.4m (up 12% from 3Q 2021). Profit margin: 5.5% (down from 6.2% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Retail Distributors industry in Europe.
Reported Earnings • Sep 10Second quarter 2022 earnings released: EPS: zł14.76 (vs zł11.43 in 2Q 2021)Second quarter 2022 results: EPS: zł14.76 (up from zł11.43 in 2Q 2021). Revenue: zł3.75b (up 24% from 2Q 2021). Net income: zł209.1m (up 29% from 2Q 2021). Profit margin: 5.6% (up from 5.4% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Retail Distributors industry in Europe.
Upcoming Dividend • Jun 22Upcoming dividend of zł1.42 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 14 July 2022. Payout ratio is a comfortable 2.9% but the company is not cash flow positive. Trailing yield: 0.4%. Lower than top quartile of German dividend payers (4.4%). Lower than average of industry peers (2.1%).
공시 • Jun 01Inter Cars Announces Dividend for 2021, Payable on July 14, 2022Inter Cars will pay out PLN 1.42 DPS from 2021 net profit, or PLN 20.1 million total, with rights to be set on June 30, 2022 and the payout made on July 14, 2022.
공시 • May 03Inter Cars S.A., Annual General Meeting, May 31, 2022Inter Cars S.A., Annual General Meeting, May 31, 2022, at 14:00 Central European Standard Time.
Reported Earnings • May 01Full year 2021 earnings released: EPS: zł49.38 (vs zł23.53 in FY 2020)Full year 2021 results: EPS: zł49.38 (up from zł23.53 in FY 2020). Revenue: zł12.2b (up 34% from FY 2020). Net income: zł699.6m (up 110% from FY 2020). Profit margin: 5.7% (up from 3.6% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 14%, compared to a 13% growth forecast for the retail industry in Germany.
Buying Opportunity • Feb 25Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 4.6%. The fair value is estimated to be zł114, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% per annum over the last 3 years. Earnings per share has grown by 34% per annum over the last 3 years.
Reported Earnings • Nov 20Third quarter 2021 earnings released: EPS zł13.82 (vs zł6.23 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: zł3.17b (up 27% from 3Q 2020). Net income: zł195.8m (up 122% from 3Q 2020). Profit margin: 6.2% (up from 3.5% in 3Q 2020). The increase in margin was driven by higher revenue.
Reported Earnings • Sep 12Second quarter 2021 earnings released: EPS zł11.43 (vs zł7.60 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł3.03b (up 43% from 2Q 2020). Net income: zł162.0m (up 50% from 2Q 2020). Profit margin: 5.4% (up from 5.1% in 2Q 2020). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • May 27Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł85.40, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the Retail Distributors industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €71.57 per share.
공시 • Apr 28Inter Cars S.A. Recommends Dividend for 2020Inter Cars recommended a PLN 1.42 DPS from 2020 earnings and an up to 60% payout ratio in 2020-2022 under a freshly adopted dividend policy. The payout from 2020 would thus come to PLN 20.1 million, with the remaining PLN 202.5 million to go into retained earnings. The recommendation would put dividend yield at 0.46%, as calculated by the company's share price of PLN 311.0. The company will also recommend allocating to dividend up to 60% of group net earnings in 2020-2022, thus returning to its prior dividend policy suspended in 2020. The company last paid dividend from 2018 earnings, with DPS coming to PLN 0.71, or PLN 10.1 million in total.
Reported Earnings • Apr 24Full year 2020 earnings released: EPS zł23.53 (vs zł16.03 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: zł9.16b (up 4.5% from FY 2019). Net income: zł333.3m (up 47% from FY 2019). Profit margin: 3.6% (up from 2.6% in FY 2019). The increase in margin was driven by higher revenue.