View ValuationAsseco Business Solutions 향후 성장Future 기준 점검 1/6Asseco Business Solutions의 수익이 증가할 것으로 예상됨입니다.핵심 정보n/a이익 성장률n/aEPS 성장률Software 이익 성장15.9%매출 성장률8.6%향후 자기자본이익률n/a애널리스트 커버리지Low마지막 업데이트27 Apr 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공시 • May 01Asseco Business Solutions S.A., Annual General Meeting, May 27, 2026Asseco Business Solutions S.A., Annual General Meeting, May 27, 2026, at 11:00 Central European Standard Time.공시 • Jan 28+ 3 more updatesAsseco Business Solutions S.A. to Report Fiscal Year 2025 Results on Mar 04, 2026Asseco Business Solutions S.A. announced that they will report fiscal year 2025 results on Mar 04, 2026공시 • Apr 15+ 2 more updatesAsseco Business Solutions S.A. to Report First Half, 2025 Results on Aug 05, 2025Asseco Business Solutions S.A. announced that they will report first half, 2025 results on Aug 05, 2025공시 • Apr 04Asseco Business Solutions S.A., Annual General Meeting, Apr 29, 2025Asseco Business Solutions S.A., Annual General Meeting, Apr 29, 2025.Buy Or Sell Opportunity • Nov 05Now 20% undervaluedOver the last 90 days, the stock has risen 3.7% to €12.50. The fair value is estimated to be €15.67, 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% over the last 3 years. Earnings per share has grown by 9.2%.Reported Earnings • Oct 27Third quarter 2024 earnings released: EPS: zł0.83 (vs zł0.77 in 3Q 2023)Third quarter 2024 results: EPS: zł0.83 (up from zł0.77 in 3Q 2023). Revenue: zł101.6m (up 4.1% from 3Q 2023). Net income: zł27.7m (up 7.4% from 3Q 2023). Profit margin: 27% (in line with 3Q 2023). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 13% per year.Buy Or Sell Opportunity • Oct 18Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.6% to €12.35. The fair value is estimated to be €15.56, 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% over the last 3 years. Earnings per share has grown by 8.7%.Buy Or Sell Opportunity • Oct 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.7% to €13.05. The fair value is estimated to be €16.50, 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% over the last 3 years. Earnings per share has grown by 8.7%.Buy Or Sell Opportunity • Aug 16Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.2% to €12.85. The fair value is estimated to be €16.09, 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% over the last 3 years. Earnings per share has grown by 8.7%.Reported Earnings • Aug 04Second quarter 2024 earnings released: EPS: zł0.69 (vs zł0.58 in 2Q 2023)Second quarter 2024 results: EPS: zł0.69 (up from zł0.58 in 2Q 2023). Revenue: zł101.5m (up 16% from 2Q 2023). Net income: zł23.1m (up 19% from 2Q 2023). Profit margin: 23% (in line with 2Q 2023). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Jul 04Now 20% undervaluedOver the last 90 days, the stock has risen 7.3% to €14.05. The fair value is estimated to be €17.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 8.0%.Upcoming Dividend • Jun 27Upcoming dividend of zł2.60 per shareEligible shareholders must have bought the stock before 04 July 2024. Payment date: 16 July 2024. Payout ratio and cash payout ratio are on the higher end at 88% and 81% respectively. Trailing yield: 4.2%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.2%).Buy Or Sell Opportunity • May 31Now 22% undervaluedOver the last 90 days, the stock has risen 8.6% to €13.30. The fair value is estimated to be €17.10, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 8.0%.Buy Or Sell Opportunity • Apr 29Now 21% undervaluedOver the last 90 days, the stock has risen 14% to €13.60. The fair value is estimated to be €17.28, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 8.0%.Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: zł0.72 (vs zł0.61 in 1Q 2023)First quarter 2024 results: EPS: zł0.72 (up from zł0.61 in 1Q 2023). Revenue: zł99.8m (up 12% from 1Q 2023). Net income: zł24.0m (up 18% from 1Q 2023). Profit margin: 24% (up from 23% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Mar 03Full year 2023 earnings released: EPS: zł2.84 (vs zł2.55 in FY 2022)Full year 2023 results: EPS: zł2.84 (up from zł2.55 in FY 2022). Revenue: zł380.5m (up 12% from FY 2022). Net income: zł95.0m (up 11% from FY 2022). Profit margin: 25% (in line with FY 2022). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.공시 • Jan 19+ 3 more updatesAsseco Business Solutions S.A. to Report Q2, 2024 Results on Aug 01, 2024Asseco Business Solutions S.A. announced that they will report Q2, 2024 results on Aug 01, 2024공시 • Dec 14Asseco Business Solutions Appoints Wojciech Barczentewicz as CEOAsseco Business Solutions' supervisory board appointed Wojciech Barczentewicz as the new CEO.Reported Earnings • Oct 31Third quarter 2023 earnings released: EPS: zł0.77 (vs zł0.64 in 3Q 2022)Third quarter 2023 results: EPS: zł0.77 (up from zł0.64 in 3Q 2022). Revenue: zł97.6m (up 18% from 3Q 2022). Net income: zł25.8m (up 21% from 3Q 2022). Profit margin: 26% (in line with 3Q 2022). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Software industry in Germany.Reported Earnings • Aug 06Second quarter 2023 earnings released: EPS: zł0.58 (vs zł0.51 in 2Q 2022)Second quarter 2023 results: EPS: zł0.58 (up from zł0.51 in 2Q 2022). Revenue: zł87.5m (up 12% from 2Q 2022). Net income: zł19.5m (up 13% from 2Q 2022). Profit margin: 22% (in line with 2Q 2022). Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Software industry in Germany.Upcoming Dividend • May 31Upcoming dividend of zł2.30 per share at 5.6% yieldEligible shareholders must have bought the stock before 07 June 2023. Payment date: 21 June 2023. Payout ratio and cash payout ratio are on the higher end at 87% and 84% respectively. Trailing yield: 5.6%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (1.6%).공시 • May 09Asseco Business Solutions S.A., Annual General Meeting, May 31, 2023Asseco Business Solutions S.A., Annual General Meeting, May 31, 2023, at 12:30 Central European Standard Time.Reported Earnings • Mar 06Full year 2022 earnings released: EPS: zł2.55 (vs zł2.41 in FY 2021)Full year 2022 results: EPS: zł2.55 (up from zł2.41 in FY 2021). Revenue: zł338.5m (up 10% from FY 2021). Net income: zł85.3m (up 5.8% from FY 2021). Profit margin: 25% (down from 26% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Software industry in Germany.공시 • Jan 20+ 3 more updatesAsseco Business Solutions S.A. to Report First Half, 2023 Results on Aug 03, 2023Asseco Business Solutions S.A. announced that they will report first half, 2023 results on Aug 03, 2023Buying Opportunity • Jan 18Now 21% undervaluedOver the last 90 days, the stock is up 27%. The fair value is estimated to be €9.54, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has grown by 6.6%.Valuation Update With 7 Day Price Move • Nov 09Investor sentiment improved over the past weekAfter last week's 16% share price gain to €7.10, the stock trades at a trailing P/E ratio of 13.2x. Average forward P/E is 19x in the Software industry in Germany. Total loss to shareholders of 13% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €11.00 per share.Reported Earnings • Oct 30Third quarter 2022 earnings released: EPS: zł0.64 (vs zł0.56 in 3Q 2021)Third quarter 2022 results: EPS: zł0.64 (up from zł0.56 in 3Q 2021). Revenue: zł82.8m (up 11% from 3Q 2021). Net income: zł21.3m (up 14% from 3Q 2021). Profit margin: 26% (in line with 3Q 2021). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Software industry in Germany.Reported Earnings • Aug 05Second quarter 2022 earnings released: EPS: zł0.51 (vs zł0.50 in 2Q 2021)Second quarter 2022 results: EPS: zł0.51 (up from zł0.50 in 2Q 2021). Revenue: zł78.1m (up 11% from 2Q 2021). Net income: zł17.2m (up 3.5% from 2Q 2021). Profit margin: 22% (down from 24% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 6.9%, compared to a 7.8% growth forecast for the industry in Germany.Buying Opportunity • Jun 11Now 23% undervaluedOver the last 90 days, the stock is up 2.9%. The fair value is estimated to be €11.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.6% over the last 3 years. Earnings per share has grown by 8.6%.Upcoming Dividend • Jun 02Upcoming dividend of zł2.12 per shareEligible shareholders must have bought the stock before 09 June 2022. Payment date: 23 June 2022. Payout ratio and cash payout ratio are on the higher end at 87% and 76% respectively. Trailing yield: 5.2%. Within top quartile of German dividend payers (4.2%). Higher than average of industry peers (2.0%).Buying Opportunity • May 07Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 5.4%. The fair value is estimated to be €10.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.6% over the last 3 years. Earnings per share has grown by 8.6%.공시 • May 06Asseco Business Solutions S.A., Annual General Meeting, May 31, 2022Asseco Business Solutions S.A., Annual General Meeting, May 31, 2022, at 12:00 Central European Standard Time.Reported Earnings • May 01First quarter 2022 earnings released: EPS: zł0.53 (vs zł0.49 in 1Q 2021)First quarter 2022 results: EPS: zł0.53 (up from zł0.49 in 1Q 2021). Revenue: zł77.0m (up 6.2% from 1Q 2021). Net income: zł17.6m (up 7.6% from 1Q 2021). Profit margin: 23% (in line with 1Q 2021). Over the next year, revenue is forecast to grow 6.6%, compared to a 14% growth forecast for the industry in Germany.Reported Earnings • Mar 04Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: zł2.41 (up from zł2.29 in FY 2020). Revenue: zł307.4m (up 9.0% from FY 2020). Net income: zł80.6m (up 5.6% from FY 2020). Profit margin: 26% (in line with FY 2020). Revenue was in line with analyst estimates.Buying Opportunity • Feb 11Now 21% undervaluedOver the last 90 days, the stock is up 1.1%. The fair value is estimated to be zł11.15, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.0% per annum over the last 3 years. Earnings per share has grown by 10% per annum over the last 3 years.Buying Opportunity • Jan 26Now 22% undervaluedOver the last 90 days, the stock is up 4.7%. The fair value is estimated to be zł10.85, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.0% per annum over the last 3 years. Earnings per share has grown by 10% per annum over the last 3 years.Reported Earnings • Oct 27Third quarter 2021 earnings released: EPS zł0.56 (vs zł0.47 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: zł74.7m (up 17% from 3Q 2020). Net income: zł18.8m (up 19% from 3Q 2020). Profit margin: 25% (in line with 3Q 2020).Reported Earnings • Aug 03Second quarter 2021 earnings released: EPS zł0.50 (vs zł0.47 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: zł70.3m (up 9.2% from 2Q 2020). Net income: zł16.6m (up 5.7% from 2Q 2020). Profit margin: 24% (in line with 2Q 2020).Reported Earnings • Apr 30First quarter 2021 earnings released: EPS zł0.49 (vs zł0.46 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2021 results: Revenue: zł72.5m (up 8.4% from 1Q 2020). Net income: zł16.4m (up 5.4% from 1Q 2020). Profit margin: 23% (in line with 1Q 2020).이익 및 매출 성장 예측DB:9QQ - 애널리스트 향후 추정치 및 과거 재무 데이터 (PLN Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/2028645N/A194N/A112/31/2027592N/A171211112/31/2026531N/A15019023/31/2026499147171201N/A12/31/2025477133160190N/A9/30/2025455124144180N/A6/30/2025441119136172N/A3/31/2025437119126168N/A12/31/2024429115122163N/A9/30/2024409104103142N/A6/30/2024405102101140N/A3/31/20243919995131N/A12/31/20233819592129N/A9/30/20233759587127N/A6/30/20233609084122N/A3/31/20233518885123N/A12/31/20223398592128N/A9/30/20223288587116N/A6/30/20223208286113N/A3/31/20223128288112N/A12/31/2021307817496N/A9/30/20213048183109N/A6/30/20212947883108N/A3/31/20212887787109N/A12/31/20202827691113N/A9/30/20202787589106N/A6/30/20202807587103N/A3/31/20202777487102N/A12/31/201927473N/A105N/A9/30/201926164N/A94N/A6/30/201925563N/A93N/A3/31/201925763N/A84N/A12/31/201825563N/A80N/A9/30/201825360N/A82N/A6/30/201824956N/A76N/A3/31/201822751N/A74N/A12/31/201721350N/A64N/A9/30/201719045N/A53N/A6/30/201717846N/A51N/A3/31/201717545N/A50N/A12/31/201616942N/A49N/A9/30/201616641N/A52N/A6/30/201616038N/A51N/A3/31/201615636N/A49N/A12/31/201515234N/A46N/A9/30/201515032N/A41N/A6/30/201514730N/A39N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 9QQ 의 예상 수익 증가율이 절약률(1.9%)보다 높은지 판단하기에는 데이터가 부족합니다.수익 vs 시장: 9QQ 의 수익이 German 시장보다 빠르게 성장할 것으로 예상되는지 판단하기에는 데이터가 부족합니다.고성장 수익: 9QQ 의 수익이 향후 3년 동안 상당히 증가할 것으로 예상되는지 판단하기에는 데이터가 부족합니다.수익 대 시장: 9QQ 의 수익(연간 8.6%)이 German 시장(연간 6.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 9QQ 의 수익(연간 8.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 9QQ의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YSoftware 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/20 09:36종가2026/05/20 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 소스Asseco Business Solutions S.A.는 6명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Kamil KliszczBiuro maklerskie mBankuPawel SzpigielBiuro maklerskie mBankuBeata Szparaga-WasniewskaBiuro maklerskie mBanku3명의 분석가 더 보기
공시 • May 01Asseco Business Solutions S.A., Annual General Meeting, May 27, 2026Asseco Business Solutions S.A., Annual General Meeting, May 27, 2026, at 11:00 Central European Standard Time.
공시 • Jan 28+ 3 more updatesAsseco Business Solutions S.A. to Report Fiscal Year 2025 Results on Mar 04, 2026Asseco Business Solutions S.A. announced that they will report fiscal year 2025 results on Mar 04, 2026
공시 • Apr 15+ 2 more updatesAsseco Business Solutions S.A. to Report First Half, 2025 Results on Aug 05, 2025Asseco Business Solutions S.A. announced that they will report first half, 2025 results on Aug 05, 2025
공시 • Apr 04Asseco Business Solutions S.A., Annual General Meeting, Apr 29, 2025Asseco Business Solutions S.A., Annual General Meeting, Apr 29, 2025.
Buy Or Sell Opportunity • Nov 05Now 20% undervaluedOver the last 90 days, the stock has risen 3.7% to €12.50. The fair value is estimated to be €15.67, 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% over the last 3 years. Earnings per share has grown by 9.2%.
Reported Earnings • Oct 27Third quarter 2024 earnings released: EPS: zł0.83 (vs zł0.77 in 3Q 2023)Third quarter 2024 results: EPS: zł0.83 (up from zł0.77 in 3Q 2023). Revenue: zł101.6m (up 4.1% from 3Q 2023). Net income: zł27.7m (up 7.4% from 3Q 2023). Profit margin: 27% (in line with 3Q 2023). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 13% per year.
Buy Or Sell Opportunity • Oct 18Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.6% to €12.35. The fair value is estimated to be €15.56, 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% over the last 3 years. Earnings per share has grown by 8.7%.
Buy Or Sell Opportunity • Oct 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.7% to €13.05. The fair value is estimated to be €16.50, 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% over the last 3 years. Earnings per share has grown by 8.7%.
Buy Or Sell Opportunity • Aug 16Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.2% to €12.85. The fair value is estimated to be €16.09, 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% over the last 3 years. Earnings per share has grown by 8.7%.
Reported Earnings • Aug 04Second quarter 2024 earnings released: EPS: zł0.69 (vs zł0.58 in 2Q 2023)Second quarter 2024 results: EPS: zł0.69 (up from zł0.58 in 2Q 2023). Revenue: zł101.5m (up 16% from 2Q 2023). Net income: zł23.1m (up 19% from 2Q 2023). Profit margin: 23% (in line with 2Q 2023). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Jul 04Now 20% undervaluedOver the last 90 days, the stock has risen 7.3% to €14.05. The fair value is estimated to be €17.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 8.0%.
Upcoming Dividend • Jun 27Upcoming dividend of zł2.60 per shareEligible shareholders must have bought the stock before 04 July 2024. Payment date: 16 July 2024. Payout ratio and cash payout ratio are on the higher end at 88% and 81% respectively. Trailing yield: 4.2%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.2%).
Buy Or Sell Opportunity • May 31Now 22% undervaluedOver the last 90 days, the stock has risen 8.6% to €13.30. The fair value is estimated to be €17.10, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 8.0%.
Buy Or Sell Opportunity • Apr 29Now 21% undervaluedOver the last 90 days, the stock has risen 14% to €13.60. The fair value is estimated to be €17.28, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 8.0%.
Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: zł0.72 (vs zł0.61 in 1Q 2023)First quarter 2024 results: EPS: zł0.72 (up from zł0.61 in 1Q 2023). Revenue: zł99.8m (up 12% from 1Q 2023). Net income: zł24.0m (up 18% from 1Q 2023). Profit margin: 24% (up from 23% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Mar 03Full year 2023 earnings released: EPS: zł2.84 (vs zł2.55 in FY 2022)Full year 2023 results: EPS: zł2.84 (up from zł2.55 in FY 2022). Revenue: zł380.5m (up 12% from FY 2022). Net income: zł95.0m (up 11% from FY 2022). Profit margin: 25% (in line with FY 2022). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Jan 19+ 3 more updatesAsseco Business Solutions S.A. to Report Q2, 2024 Results on Aug 01, 2024Asseco Business Solutions S.A. announced that they will report Q2, 2024 results on Aug 01, 2024
공시 • Dec 14Asseco Business Solutions Appoints Wojciech Barczentewicz as CEOAsseco Business Solutions' supervisory board appointed Wojciech Barczentewicz as the new CEO.
Reported Earnings • Oct 31Third quarter 2023 earnings released: EPS: zł0.77 (vs zł0.64 in 3Q 2022)Third quarter 2023 results: EPS: zł0.77 (up from zł0.64 in 3Q 2022). Revenue: zł97.6m (up 18% from 3Q 2022). Net income: zł25.8m (up 21% from 3Q 2022). Profit margin: 26% (in line with 3Q 2022). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Software industry in Germany.
Reported Earnings • Aug 06Second quarter 2023 earnings released: EPS: zł0.58 (vs zł0.51 in 2Q 2022)Second quarter 2023 results: EPS: zł0.58 (up from zł0.51 in 2Q 2022). Revenue: zł87.5m (up 12% from 2Q 2022). Net income: zł19.5m (up 13% from 2Q 2022). Profit margin: 22% (in line with 2Q 2022). Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Software industry in Germany.
Upcoming Dividend • May 31Upcoming dividend of zł2.30 per share at 5.6% yieldEligible shareholders must have bought the stock before 07 June 2023. Payment date: 21 June 2023. Payout ratio and cash payout ratio are on the higher end at 87% and 84% respectively. Trailing yield: 5.6%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (1.6%).
공시 • May 09Asseco Business Solutions S.A., Annual General Meeting, May 31, 2023Asseco Business Solutions S.A., Annual General Meeting, May 31, 2023, at 12:30 Central European Standard Time.
Reported Earnings • Mar 06Full year 2022 earnings released: EPS: zł2.55 (vs zł2.41 in FY 2021)Full year 2022 results: EPS: zł2.55 (up from zł2.41 in FY 2021). Revenue: zł338.5m (up 10% from FY 2021). Net income: zł85.3m (up 5.8% from FY 2021). Profit margin: 25% (down from 26% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Software industry in Germany.
공시 • Jan 20+ 3 more updatesAsseco Business Solutions S.A. to Report First Half, 2023 Results on Aug 03, 2023Asseco Business Solutions S.A. announced that they will report first half, 2023 results on Aug 03, 2023
Buying Opportunity • Jan 18Now 21% undervaluedOver the last 90 days, the stock is up 27%. The fair value is estimated to be €9.54, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has grown by 6.6%.
Valuation Update With 7 Day Price Move • Nov 09Investor sentiment improved over the past weekAfter last week's 16% share price gain to €7.10, the stock trades at a trailing P/E ratio of 13.2x. Average forward P/E is 19x in the Software industry in Germany. Total loss to shareholders of 13% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €11.00 per share.
Reported Earnings • Oct 30Third quarter 2022 earnings released: EPS: zł0.64 (vs zł0.56 in 3Q 2021)Third quarter 2022 results: EPS: zł0.64 (up from zł0.56 in 3Q 2021). Revenue: zł82.8m (up 11% from 3Q 2021). Net income: zł21.3m (up 14% from 3Q 2021). Profit margin: 26% (in line with 3Q 2021). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Software industry in Germany.
Reported Earnings • Aug 05Second quarter 2022 earnings released: EPS: zł0.51 (vs zł0.50 in 2Q 2021)Second quarter 2022 results: EPS: zł0.51 (up from zł0.50 in 2Q 2021). Revenue: zł78.1m (up 11% from 2Q 2021). Net income: zł17.2m (up 3.5% from 2Q 2021). Profit margin: 22% (down from 24% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 6.9%, compared to a 7.8% growth forecast for the industry in Germany.
Buying Opportunity • Jun 11Now 23% undervaluedOver the last 90 days, the stock is up 2.9%. The fair value is estimated to be €11.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.6% over the last 3 years. Earnings per share has grown by 8.6%.
Upcoming Dividend • Jun 02Upcoming dividend of zł2.12 per shareEligible shareholders must have bought the stock before 09 June 2022. Payment date: 23 June 2022. Payout ratio and cash payout ratio are on the higher end at 87% and 76% respectively. Trailing yield: 5.2%. Within top quartile of German dividend payers (4.2%). Higher than average of industry peers (2.0%).
Buying Opportunity • May 07Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 5.4%. The fair value is estimated to be €10.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.6% over the last 3 years. Earnings per share has grown by 8.6%.
공시 • May 06Asseco Business Solutions S.A., Annual General Meeting, May 31, 2022Asseco Business Solutions S.A., Annual General Meeting, May 31, 2022, at 12:00 Central European Standard Time.
Reported Earnings • May 01First quarter 2022 earnings released: EPS: zł0.53 (vs zł0.49 in 1Q 2021)First quarter 2022 results: EPS: zł0.53 (up from zł0.49 in 1Q 2021). Revenue: zł77.0m (up 6.2% from 1Q 2021). Net income: zł17.6m (up 7.6% from 1Q 2021). Profit margin: 23% (in line with 1Q 2021). Over the next year, revenue is forecast to grow 6.6%, compared to a 14% growth forecast for the industry in Germany.
Reported Earnings • Mar 04Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: zł2.41 (up from zł2.29 in FY 2020). Revenue: zł307.4m (up 9.0% from FY 2020). Net income: zł80.6m (up 5.6% from FY 2020). Profit margin: 26% (in line with FY 2020). Revenue was in line with analyst estimates.
Buying Opportunity • Feb 11Now 21% undervaluedOver the last 90 days, the stock is up 1.1%. The fair value is estimated to be zł11.15, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.0% per annum over the last 3 years. Earnings per share has grown by 10% per annum over the last 3 years.
Buying Opportunity • Jan 26Now 22% undervaluedOver the last 90 days, the stock is up 4.7%. The fair value is estimated to be zł10.85, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.0% per annum over the last 3 years. Earnings per share has grown by 10% per annum over the last 3 years.
Reported Earnings • Oct 27Third quarter 2021 earnings released: EPS zł0.56 (vs zł0.47 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: zł74.7m (up 17% from 3Q 2020). Net income: zł18.8m (up 19% from 3Q 2020). Profit margin: 25% (in line with 3Q 2020).
Reported Earnings • Aug 03Second quarter 2021 earnings released: EPS zł0.50 (vs zł0.47 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: zł70.3m (up 9.2% from 2Q 2020). Net income: zł16.6m (up 5.7% from 2Q 2020). Profit margin: 24% (in line with 2Q 2020).
Reported Earnings • Apr 30First quarter 2021 earnings released: EPS zł0.49 (vs zł0.46 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2021 results: Revenue: zł72.5m (up 8.4% from 1Q 2020). Net income: zł16.4m (up 5.4% from 1Q 2020). Profit margin: 23% (in line with 1Q 2020).