View ValuationCyfrowy Polsat 향후 성장Future 기준 점검 3/6Cyfrowy Polsat (는) 각각 연간 114.7% 및 2.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 86.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 4.6% 로 예상됩니다.핵심 정보114.7%이익 성장률86.46%EPS 성장률Telecom 이익 성장21.2%매출 성장률2.2%향후 자기자본이익률4.61%애널리스트 커버리지Good마지막 업데이트21 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesReported Earnings • May 22First quarter 2026 earnings released: EPS: zł0.24 (vs zł0.15 in 1Q 2025)First quarter 2026 results: EPS: zł0.24 (up from zł0.15 in 1Q 2025). Revenue: zł3.64b (up 3.0% from 1Q 2025). Net income: zł127.9m (up 55% from 1Q 2025). Profit margin: 3.5% (up from 2.3% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 89 percentage points per year, which is a significant difference in performance.공시 • Jan 23Cyfrowy Polsat S.A. to Report Fiscal Year 2025 Results on Apr 16, 2026Cyfrowy Polsat S.A. announced that they will report fiscal year 2025 results at 8:30 AM, Central European Standard Time on Apr 16, 2026공시 • Jan 22+ 2 more updatesCyfrowy Polsat S.A. to Report Q3, 2026 Results on Nov 18, 2026Cyfrowy Polsat S.A. announced that they will report Q3, 2026 results on Nov 18, 2026공시 • Mar 25Cyfrowy Polsat S.A.(WSE:CPS) dropped from WIG 20 IndexCyfrowy Polsat S.A. has been dropped from the WIG 20 Index .공시 • Feb 02+ 2 more updatesCyfrowy Polsat S.A. to Report Q2, 2025 Results on Aug 27, 2025Cyfrowy Polsat S.A. announced that they will report Q2, 2025 results on Aug 27, 2025공시 • Feb 01Cyfrowy Polsat S.A. to Report Fiscal Year 2024 Results on Apr 10, 2025Cyfrowy Polsat S.A. announced that they will report fiscal year 2024 results at 11:30 AM, Central European Standard Time on Apr 10, 2025Reported Earnings • Aug 22Second quarter 2024 earnings released: EPS: zł0.32 (vs zł0.013 loss in 2Q 2023)Second quarter 2024 results: EPS: zł0.32 (up from zł0.013 loss in 2Q 2023). Revenue: zł3.45b (up 5.0% from 2Q 2023). Net income: zł146.4m (up zł153.7m from 2Q 2023). Profit margin: 4.2% (up from net loss in 2Q 2023). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Media industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 43 percentage points per year, which is a significant difference in performance.Reported Earnings • May 23First quarter 2024 earnings released: EPS: zł0.33 (vs zł0.12 in 1Q 2023)First quarter 2024 results: EPS: zł0.33 (up from zł0.12 in 1Q 2023). Revenue: zł3.41b (up 6.4% from 1Q 2023). Net income: zł180.1m (up 179% from 1Q 2023). Profit margin: 5.3% (up from 2.0% in 1Q 2023). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 23% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • May 10Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €2.55, the stock trades at a forward P/E ratio of 395x. Average forward P/E is 11x in the Media industry in Germany. Total loss to shareholders of 54% over the past three years.New Risk • Apr 12New 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 7.5% 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 Interest payments are not well covered by earnings (1.2x net interest cover). Minor Risks Share price has been volatile over the past 3 months (7.5% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.0% net profit margin).Reported Earnings • Apr 12Full year 2023 earnings released: EPS: zł0.57 (vs zł1.61 in FY 2022)Full year 2023 results: EPS: zł0.57 (down from zł1.61 in FY 2022). Revenue: zł13.6b (up 5.5% from FY 2022). Net income: zł278.5m (down 69% from FY 2022). Profit margin: 2.0% (down from 7.0% in FY 2022). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 29% per year, which means it has not declined as severely as earnings.공시 • Feb 02+ 2 more updatesCyfrowy Polsat S.A. to Report First Half, 2024 Results on Aug 21, 2024Cyfrowy Polsat S.A. announced that they will report first half, 2024 results on Aug 21, 2024공시 • Feb 01Cyfrowy Polsat S.A. to Report Fiscal Year 2023 Results on Apr 11, 2024Cyfrowy Polsat S.A. announced that they will report fiscal year 2023 results on Apr 11, 2024Reported Earnings • Nov 09Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: zł3.46b (up 5.6% from 3Q 2022). Net income: zł120.8m (down 49% from 3Q 2022). Profit margin: 3.5% (down from 7.2% in 3Q 2022). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.New Risk • Oct 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.2% 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 Interest payments are not well covered by earnings (1.4x net interest cover). Minor Risks Share price has been volatile over the past 3 months (6.2% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.4% net profit margin).공시 • Jul 01Cyfrowy Polsat S.A. Announces Management AppointmentsCyfrowy Polsat have appointed two new vice-chairmen of the supervisory board of the company. Tobias Solorz and Piort Zak have been appointed to those positions.공시 • Jun 30Cyfrowy Polsat to Pay No Dividend from 2022Cyfrowy Polsat shareholders decided to retain the entire net profit from 2022 in line with the management recommendation. Previously the management said it decided not to recommend the dividend payout from the 2022 profit due to "the capital-intensive strategic investments carried out by the Company as part of its Strategy 2023+.공시 • Jun 03+ 1 more updateCyfrowy Polsat S.A., Annual General Meeting, Jun 29, 2023Cyfrowy Polsat S.A., Annual General Meeting, Jun 29, 2023, at 11:00 Central European Standard Time. Location: Company's registered office in Warsaw, at street Lubinowa 4A, Warsaw Poland Agenda: To consider the Management Board's report on the Company's activities in the financial year 2022; to consider the annual financial statements for the financial year 2022; to consider the Management Board's report on activities of the capital group of the Company in the financial year 2022; to consider the consolidated annual financial statements of the capital group of the Company for the financial year 2022; to consider the Supervisory Board's report for the financial year 2022; to consider the evaluation of the report on the remuneration of the Management Board and Supervisory Board Members for the year 2022; to consider theMembers of the Management Board for the performance of their duties in the year 2022; to consider the Members of the Supervisory Board for the performance of their duties in the year 2022; and to consider the distribution of the Company's profit for the 2022 financial year.Reported Earnings • Apr 20Full year 2022 earnings releasedFull year 2022 results: Revenue: zł12.9b (up 3.8% from FY 2021). Net income: zł900.0m (down 80% from FY 2021). Profit margin: 7.0% (down from 35% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.공시 • Jan 29+ 2 more updatesCyfrowy Polsat S.A. to Report Q1, 2023 Results on May 15, 2023Cyfrowy Polsat S.A. announced that they will report Q1, 2023 results on May 15, 2023공시 • Jan 28Cyfrowy Polsat S.A. to Report Fiscal Year 2022 Results on Mar 30, 2023Cyfrowy Polsat S.A. announced that they will report fiscal year 2022 results at 11:30 AM, Central European Standard Time on Mar 30, 2023공시 • Dec 27Cyfrowy Polsat Announces Board ChangesCyfrowy Polsat appointed Agata Wiktorow-Sobczuk its new director of investors relations. Wiktorow-Sobczuk will replace Grzegorz Para, who is leaving the company.Reported Earnings • Nov 16Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: zł3.27b (up 7.9% from 3Q 2021). Net income: zł236.7m (down 93% from 3Q 2021). Profit margin: 7.2% (down from 104% in 3Q 2021). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.공시 • Sep 29Embud 2 sp. z o.o. S.K.A. entered into contract to acquire unknown minority stakes in MODIVO S.A. from Cyfrowy Polsat S.A. (WSE:CPS) for PLN 600 million.Embud 2 sp. z o.o. S.K.A. entered into contract to acquire unknown minority stakes in MODIVO S.A. from Cyfrowy Polsat S.A. (WSE:CPS) for PLN 600 million on September 27, 2022. Embud 2 sp. z o.o. S.K.A will acquire 1 million shares at a price of PLN 600 per share.공시 • Sep 19Cyfrowy Polsat S.A.(WSE:CPS) dropped from FTSE All-World Index (USD)Cyfrowy Polsat S.A.(WSE:CPS) dropped from FTSE All-World Index (USD)Upcoming Dividend • Sep 12Upcoming dividend of zł1.20 per shareEligible shareholders must have bought the stock before 19 September 2022. Payment date: 15 December 2022. Payout ratio is a comfortable 18% but the company is paying out more than the cash it is generating. Trailing yield: 6.2%. Within top quartile of German dividend payers (4.8%). Lower than average of industry peers (8.5%).Reported Earnings • Aug 19Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: zł3.23b (up 2.2% from 2Q 2021). Net income: zł288.9m (down 46% from 2Q 2021). Profit margin: 8.9% (down from 17% in 2Q 2021). Over the next year, revenue is forecast to grow 1.3%, compared to a 6.4% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.공시 • Jun 24Cyfrowy Polsat Announces Dividend, Payable on December 15, 2022Cyfrowy Polsat will pay out a dividend of PLN 1.2 per share, or a total of PLN 660.8 million, above the management proposal for PLN 1.0 DPS, shareholders decided during the Thursday GM. Dividend rights will be set September 20 and the payment will follow on December 15. Cyfrowy Polsat last paid PLN 1.2 in dividend per share from 2020 profits and retained earnings.공시 • May 28+ 1 more updateCyfrowy Polsat Recommends Dividend, Payable on December 15, 2022Cyfrowy Polsat recommended dividend payment of PLN 1 per share or a total of PLN 550.7 million. According to the proposal, dividend rights would be set September 20, 2022 and the payment would be made December 15, 2022.Reported Earnings • May 13First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: zł2.99b (flat on 1Q 2021). Net income: zł214.9m (down 45% from 1Q 2021). Profit margin: 7.2% (down from 13% in 1Q 2021). Over the next year, revenue is forecast to grow 1.9%, compared to a 8.3% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 10Third quarter 2021 earnings releasedThird quarter 2021 results: Revenue: zł3.03b (flat on 3Q 2020). Net income: zł3.14b (up zł2.80b from 3Q 2020). Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 07Upcoming dividend of zł1.20 per shareEligible shareholders must have bought the stock before 14 September 2021. Payment date: 10 December 2021. Trailing yield: 3.3%. Within top quartile of German dividend payers (3.2%). Lower than average of industry peers (3.8%).Reported Earnings • Aug 21Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł3.16b (up 10% from 2Q 2020). Net income: zł539.3m (up 87% from 2Q 2020). Profit margin: 17% (up from 10% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year and the company’s share price has also increased by 14% per year.공시 • May 29Cyfrowy Polsat Announces DividendCyfrowy Polsat S.A. announced dividend rights to be established September 15, while the payment would be split into two traches: PLN 0.4 per share would be paid September 28 and PLN 0.8 per share would be paid December 10.Reported Earnings • May 15First quarter 2021 earnings released: EPS zł0.61 (vs zł0.28 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: zł2.99b (up 4.9% from 1Q 2020). Net income: zł389.6m (up 114% from 1Q 2020). Profit margin: 13% (up from 6.4% in 1Q 2020). The increase in margin was primarily driven by higher revenue.공시 • Apr 29Cyfrowy Polsat S.A. (WSE:CPS) made an offer to acquire an additional 20.9% stake in Netia S.A. (WSE:NET) for approximately PLN 400 million.Cyfrowy Polsat S.A. (WSE:CPS) made an offer to acquire an additional 20.9% stake in Netia S.A. (WSE:NET) for approximately PLN 400 million on April 28, 2021. As per the offer, Cyfrowy Polsat S.A. will acquire 70 million shares at PLN 5.77 per share. Trigon acted as broker in the transaction.Reported Earnings • Mar 26Full year 2020 earnings releasedThe company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: zł12.0b (up 2.5% from FY 2019). Net income: zł1.14b (up 3.7% from FY 2019). Profit margin: 9.5% (in line with FY 2019).공시 • Mar 14CCC to Sell 20% Interest in eobuwieCCC S.A. (WSE:CCC) has entered into exclusive talks on the sale of a minority stake in eobuwie.pl S.A., valuing the online shoe shop at PLN 5 billion ($1.30 billion), it said late on March 11, 2021. Cyfrowy Polsat S.A. (WSE:CPS) and A&R Investments Ltd, a shareholder of parcel lockers company InPost, are interested in taking a 10% stake each in the platform for PLN 500 million in pre-initial public offering (IPO) deals, CCC said. CCC, hit by ailing brick-and-mortar sales due to the pandemic, started to look for a minority investor for eobuwie in 2020 as it turned to online sales. Cyfrowy Polsat said it sees a possible financial investment in eobuwie, which also offers it exposure to the e-commerce sector.Is New 90 Day High Low • Jan 09New 90-day high: €6.54The company is up 11% from its price of €5.87 on 09 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Media industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €10.47 per share.공시 • Dec 25Cyfrowy Polsat S.A. (WSE:CPS) made an offer to acquire remaining 34.02% in Netia S.A. (WSE:NET) for approximately PLN 550 million.Cyfrowy Polsat S.A. (WSE:CPS) made an offer to acquire remaining 34.02% in Netia S.A. (WSE:NET) for approximately PLN 550 million on December 23, 2020. Under the terms of the transaction Cyfrowy Polsat S.A. will acquire 114.2 million shares for PLN 4.8 per share. The tender offer period will commence on January 15, 2021 and end of February 26, 2021. Prior to the the transaction Cyfrowy Polsat holds 221.4 million shares representing 65.98% and post acquisition will own 100% stake in Netia S.A. On 23 December 2020, the Supervisory Board of the Company adopted a resolution consenting to the announcement of the Tender Offer.공시 • Dec 12+ 3 more updatesCyfrowy Polsat S.A. to Report First Half, 2021 Results on Aug 18, 2021Cyfrowy Polsat S.A. announced that they will report first half, 2021 results on Aug 18, 2021Is New 90 Day High Low • Dec 08New 90-day high: €6.39The company is up 14% from its price of €5.62 on 09 September 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Media industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €9.00 per share.Analyst Estimate Surprise Post Earnings • Nov 11Revenue beats expectationsRevenue exceeded analyst estimates by 1.4%. Over the next year, revenue is forecast to grow 1.9% while the growth in Media industry in Germany is expected to stay flat.Is New 90 Day High Low • Oct 16New 90-day low: €5.38The company is down 12% from its price of €6.12 on 17 July 2020. The German market is flat over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.50 per share.공시 • Sep 02Cyfrowy Polsat S.A. to Report Q3, 2020 Results on Oct 11, 2020Cyfrowy Polsat S.A. announced that they will report Q3, 2020 results on Oct 11, 2020이익 및 매출 성장 예측DB:CP9 - 애널리스트 향후 추정치 및 과거 재무 데이터 (PLN Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202815,3268671,5753,251312/31/202714,9435881,3962,754612/31/202614,7445279852,62073/31/202614,428-2,5061,2303,409N/A12/31/202514,324-2,5511,1463,140N/A9/30/202514,5614007263,271N/A6/30/202514,7125801,0033,432N/A3/31/202514,5806139613,348N/A12/31/202414,4557111,0783,427N/A9/30/202414,4496761,2173,453N/A6/30/202414,278548662,617N/A3/31/202414,0183944482,856N/A12/31/202313,812279-5552,392N/A9/30/202313,374338-6782,140N/A6/30/202313,1904531572,556N/A3/31/202313,128750-9621,483N/A12/31/202212,9159001331,762N/A9/30/202212,7511,0786501,882N/A6/30/202212,5123,9848472,061N/A3/31/202212,4434,2341,6322,924N/A12/31/202112,4444,4091,9163,234N/A9/30/202112,4274,3961,9803,471N/A6/30/202112,3991,6002,0103,517N/A3/31/202112,1021,3491,9683,362N/A12/31/202011,9631,1421,9073,252N/A9/30/202011,7841,1312,0793,271N/A6/30/202011,6731,0162,0153,269N/A3/31/202011,7339912,2503,551N/A12/31/201911,6761,101N/A3,473N/A9/30/201911,609858N/A3,365N/A6/30/201911,452853N/A3,253N/A3/31/201911,132825N/A3,046N/A12/31/201810,686834N/A2,915N/A9/30/201810,263930N/A2,830N/A6/30/20189,919947N/A2,642N/A3/31/20189,7861,002N/A2,760N/A12/31/20179,829981N/A2,941N/A9/30/20179,7851,163N/A2,832N/A6/30/20179,7811,199N/A3,028N/A3/31/20179,7541,145N/A3,190N/A12/31/20169,7301,041N/A2,885N/A9/30/20169,805877N/A2,919N/A6/30/20169,8321,101N/A2,959N/A3/31/20169,8581,168N/A2,917N/A12/31/20159,8231,163N/A2,888N/A9/30/20159,734992N/A2,762N/A6/30/20159,739538N/A2,629N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: CP9 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(1.9%)보다 빠른 성장으로 간주됩니다.수익 vs 시장: CP9 (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.고성장 수익: CP9 향후 3년 내에 수익을 낼 것으로 예상됩니다.수익 대 시장: CP9 의 수익(연간 2.2%)이 German 시장(연간 6.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: CP9 의 수익(연간 2.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: CP9의 자본 수익률은 3년 후 4.6%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTelecom 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/24 19:58종가2026/05/22 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 소스Cyfrowy Polsat S.A.는 19명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Maurice PatrickBarclaysOndrej CabejšekBerenbergBeata Szparaga-WasniewskaBiuro maklerskie mBanku16명의 분석가 더 보기
Reported Earnings • May 22First quarter 2026 earnings released: EPS: zł0.24 (vs zł0.15 in 1Q 2025)First quarter 2026 results: EPS: zł0.24 (up from zł0.15 in 1Q 2025). Revenue: zł3.64b (up 3.0% from 1Q 2025). Net income: zł127.9m (up 55% from 1Q 2025). Profit margin: 3.5% (up from 2.3% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 89 percentage points per year, which is a significant difference in performance.
공시 • Jan 23Cyfrowy Polsat S.A. to Report Fiscal Year 2025 Results on Apr 16, 2026Cyfrowy Polsat S.A. announced that they will report fiscal year 2025 results at 8:30 AM, Central European Standard Time on Apr 16, 2026
공시 • Jan 22+ 2 more updatesCyfrowy Polsat S.A. to Report Q3, 2026 Results on Nov 18, 2026Cyfrowy Polsat S.A. announced that they will report Q3, 2026 results on Nov 18, 2026
공시 • Mar 25Cyfrowy Polsat S.A.(WSE:CPS) dropped from WIG 20 IndexCyfrowy Polsat S.A. has been dropped from the WIG 20 Index .
공시 • Feb 02+ 2 more updatesCyfrowy Polsat S.A. to Report Q2, 2025 Results on Aug 27, 2025Cyfrowy Polsat S.A. announced that they will report Q2, 2025 results on Aug 27, 2025
공시 • Feb 01Cyfrowy Polsat S.A. to Report Fiscal Year 2024 Results on Apr 10, 2025Cyfrowy Polsat S.A. announced that they will report fiscal year 2024 results at 11:30 AM, Central European Standard Time on Apr 10, 2025
Reported Earnings • Aug 22Second quarter 2024 earnings released: EPS: zł0.32 (vs zł0.013 loss in 2Q 2023)Second quarter 2024 results: EPS: zł0.32 (up from zł0.013 loss in 2Q 2023). Revenue: zł3.45b (up 5.0% from 2Q 2023). Net income: zł146.4m (up zł153.7m from 2Q 2023). Profit margin: 4.2% (up from net loss in 2Q 2023). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Media industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 43 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 23First quarter 2024 earnings released: EPS: zł0.33 (vs zł0.12 in 1Q 2023)First quarter 2024 results: EPS: zł0.33 (up from zł0.12 in 1Q 2023). Revenue: zł3.41b (up 6.4% from 1Q 2023). Net income: zł180.1m (up 179% from 1Q 2023). Profit margin: 5.3% (up from 2.0% in 1Q 2023). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 23% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • May 10Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €2.55, the stock trades at a forward P/E ratio of 395x. Average forward P/E is 11x in the Media industry in Germany. Total loss to shareholders of 54% over the past three years.
New Risk • Apr 12New 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 7.5% 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 Interest payments are not well covered by earnings (1.2x net interest cover). Minor Risks Share price has been volatile over the past 3 months (7.5% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.0% net profit margin).
Reported Earnings • Apr 12Full year 2023 earnings released: EPS: zł0.57 (vs zł1.61 in FY 2022)Full year 2023 results: EPS: zł0.57 (down from zł1.61 in FY 2022). Revenue: zł13.6b (up 5.5% from FY 2022). Net income: zł278.5m (down 69% from FY 2022). Profit margin: 2.0% (down from 7.0% in FY 2022). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 29% per year, which means it has not declined as severely as earnings.
공시 • Feb 02+ 2 more updatesCyfrowy Polsat S.A. to Report First Half, 2024 Results on Aug 21, 2024Cyfrowy Polsat S.A. announced that they will report first half, 2024 results on Aug 21, 2024
공시 • Feb 01Cyfrowy Polsat S.A. to Report Fiscal Year 2023 Results on Apr 11, 2024Cyfrowy Polsat S.A. announced that they will report fiscal year 2023 results on Apr 11, 2024
Reported Earnings • Nov 09Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: zł3.46b (up 5.6% from 3Q 2022). Net income: zł120.8m (down 49% from 3Q 2022). Profit margin: 3.5% (down from 7.2% in 3Q 2022). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.
New Risk • Oct 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.2% 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 Interest payments are not well covered by earnings (1.4x net interest cover). Minor Risks Share price has been volatile over the past 3 months (6.2% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.4% net profit margin).
공시 • Jul 01Cyfrowy Polsat S.A. Announces Management AppointmentsCyfrowy Polsat have appointed two new vice-chairmen of the supervisory board of the company. Tobias Solorz and Piort Zak have been appointed to those positions.
공시 • Jun 30Cyfrowy Polsat to Pay No Dividend from 2022Cyfrowy Polsat shareholders decided to retain the entire net profit from 2022 in line with the management recommendation. Previously the management said it decided not to recommend the dividend payout from the 2022 profit due to "the capital-intensive strategic investments carried out by the Company as part of its Strategy 2023+.
공시 • Jun 03+ 1 more updateCyfrowy Polsat S.A., Annual General Meeting, Jun 29, 2023Cyfrowy Polsat S.A., Annual General Meeting, Jun 29, 2023, at 11:00 Central European Standard Time. Location: Company's registered office in Warsaw, at street Lubinowa 4A, Warsaw Poland Agenda: To consider the Management Board's report on the Company's activities in the financial year 2022; to consider the annual financial statements for the financial year 2022; to consider the Management Board's report on activities of the capital group of the Company in the financial year 2022; to consider the consolidated annual financial statements of the capital group of the Company for the financial year 2022; to consider the Supervisory Board's report for the financial year 2022; to consider the evaluation of the report on the remuneration of the Management Board and Supervisory Board Members for the year 2022; to consider theMembers of the Management Board for the performance of their duties in the year 2022; to consider the Members of the Supervisory Board for the performance of their duties in the year 2022; and to consider the distribution of the Company's profit for the 2022 financial year.
Reported Earnings • Apr 20Full year 2022 earnings releasedFull year 2022 results: Revenue: zł12.9b (up 3.8% from FY 2021). Net income: zł900.0m (down 80% from FY 2021). Profit margin: 7.0% (down from 35% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
공시 • Jan 29+ 2 more updatesCyfrowy Polsat S.A. to Report Q1, 2023 Results on May 15, 2023Cyfrowy Polsat S.A. announced that they will report Q1, 2023 results on May 15, 2023
공시 • Jan 28Cyfrowy Polsat S.A. to Report Fiscal Year 2022 Results on Mar 30, 2023Cyfrowy Polsat S.A. announced that they will report fiscal year 2022 results at 11:30 AM, Central European Standard Time on Mar 30, 2023
공시 • Dec 27Cyfrowy Polsat Announces Board ChangesCyfrowy Polsat appointed Agata Wiktorow-Sobczuk its new director of investors relations. Wiktorow-Sobczuk will replace Grzegorz Para, who is leaving the company.
Reported Earnings • Nov 16Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: zł3.27b (up 7.9% from 3Q 2021). Net income: zł236.7m (down 93% from 3Q 2021). Profit margin: 7.2% (down from 104% in 3Q 2021). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
공시 • Sep 29Embud 2 sp. z o.o. S.K.A. entered into contract to acquire unknown minority stakes in MODIVO S.A. from Cyfrowy Polsat S.A. (WSE:CPS) for PLN 600 million.Embud 2 sp. z o.o. S.K.A. entered into contract to acquire unknown minority stakes in MODIVO S.A. from Cyfrowy Polsat S.A. (WSE:CPS) for PLN 600 million on September 27, 2022. Embud 2 sp. z o.o. S.K.A will acquire 1 million shares at a price of PLN 600 per share.
공시 • Sep 19Cyfrowy Polsat S.A.(WSE:CPS) dropped from FTSE All-World Index (USD)Cyfrowy Polsat S.A.(WSE:CPS) dropped from FTSE All-World Index (USD)
Upcoming Dividend • Sep 12Upcoming dividend of zł1.20 per shareEligible shareholders must have bought the stock before 19 September 2022. Payment date: 15 December 2022. Payout ratio is a comfortable 18% but the company is paying out more than the cash it is generating. Trailing yield: 6.2%. Within top quartile of German dividend payers (4.8%). Lower than average of industry peers (8.5%).
Reported Earnings • Aug 19Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: zł3.23b (up 2.2% from 2Q 2021). Net income: zł288.9m (down 46% from 2Q 2021). Profit margin: 8.9% (down from 17% in 2Q 2021). Over the next year, revenue is forecast to grow 1.3%, compared to a 6.4% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
공시 • Jun 24Cyfrowy Polsat Announces Dividend, Payable on December 15, 2022Cyfrowy Polsat will pay out a dividend of PLN 1.2 per share, or a total of PLN 660.8 million, above the management proposal for PLN 1.0 DPS, shareholders decided during the Thursday GM. Dividend rights will be set September 20 and the payment will follow on December 15. Cyfrowy Polsat last paid PLN 1.2 in dividend per share from 2020 profits and retained earnings.
공시 • May 28+ 1 more updateCyfrowy Polsat Recommends Dividend, Payable on December 15, 2022Cyfrowy Polsat recommended dividend payment of PLN 1 per share or a total of PLN 550.7 million. According to the proposal, dividend rights would be set September 20, 2022 and the payment would be made December 15, 2022.
Reported Earnings • May 13First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: zł2.99b (flat on 1Q 2021). Net income: zł214.9m (down 45% from 1Q 2021). Profit margin: 7.2% (down from 13% in 1Q 2021). Over the next year, revenue is forecast to grow 1.9%, compared to a 8.3% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 10Third quarter 2021 earnings releasedThird quarter 2021 results: Revenue: zł3.03b (flat on 3Q 2020). Net income: zł3.14b (up zł2.80b from 3Q 2020). Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 07Upcoming dividend of zł1.20 per shareEligible shareholders must have bought the stock before 14 September 2021. Payment date: 10 December 2021. Trailing yield: 3.3%. Within top quartile of German dividend payers (3.2%). Lower than average of industry peers (3.8%).
Reported Earnings • Aug 21Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł3.16b (up 10% from 2Q 2020). Net income: zł539.3m (up 87% from 2Q 2020). Profit margin: 17% (up from 10% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year and the company’s share price has also increased by 14% per year.
공시 • May 29Cyfrowy Polsat Announces DividendCyfrowy Polsat S.A. announced dividend rights to be established September 15, while the payment would be split into two traches: PLN 0.4 per share would be paid September 28 and PLN 0.8 per share would be paid December 10.
Reported Earnings • May 15First quarter 2021 earnings released: EPS zł0.61 (vs zł0.28 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: zł2.99b (up 4.9% from 1Q 2020). Net income: zł389.6m (up 114% from 1Q 2020). Profit margin: 13% (up from 6.4% in 1Q 2020). The increase in margin was primarily driven by higher revenue.
공시 • Apr 29Cyfrowy Polsat S.A. (WSE:CPS) made an offer to acquire an additional 20.9% stake in Netia S.A. (WSE:NET) for approximately PLN 400 million.Cyfrowy Polsat S.A. (WSE:CPS) made an offer to acquire an additional 20.9% stake in Netia S.A. (WSE:NET) for approximately PLN 400 million on April 28, 2021. As per the offer, Cyfrowy Polsat S.A. will acquire 70 million shares at PLN 5.77 per share. Trigon acted as broker in the transaction.
Reported Earnings • Mar 26Full year 2020 earnings releasedThe company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: zł12.0b (up 2.5% from FY 2019). Net income: zł1.14b (up 3.7% from FY 2019). Profit margin: 9.5% (in line with FY 2019).
공시 • Mar 14CCC to Sell 20% Interest in eobuwieCCC S.A. (WSE:CCC) has entered into exclusive talks on the sale of a minority stake in eobuwie.pl S.A., valuing the online shoe shop at PLN 5 billion ($1.30 billion), it said late on March 11, 2021. Cyfrowy Polsat S.A. (WSE:CPS) and A&R Investments Ltd, a shareholder of parcel lockers company InPost, are interested in taking a 10% stake each in the platform for PLN 500 million in pre-initial public offering (IPO) deals, CCC said. CCC, hit by ailing brick-and-mortar sales due to the pandemic, started to look for a minority investor for eobuwie in 2020 as it turned to online sales. Cyfrowy Polsat said it sees a possible financial investment in eobuwie, which also offers it exposure to the e-commerce sector.
Is New 90 Day High Low • Jan 09New 90-day high: €6.54The company is up 11% from its price of €5.87 on 09 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Media industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €10.47 per share.
공시 • Dec 25Cyfrowy Polsat S.A. (WSE:CPS) made an offer to acquire remaining 34.02% in Netia S.A. (WSE:NET) for approximately PLN 550 million.Cyfrowy Polsat S.A. (WSE:CPS) made an offer to acquire remaining 34.02% in Netia S.A. (WSE:NET) for approximately PLN 550 million on December 23, 2020. Under the terms of the transaction Cyfrowy Polsat S.A. will acquire 114.2 million shares for PLN 4.8 per share. The tender offer period will commence on January 15, 2021 and end of February 26, 2021. Prior to the the transaction Cyfrowy Polsat holds 221.4 million shares representing 65.98% and post acquisition will own 100% stake in Netia S.A. On 23 December 2020, the Supervisory Board of the Company adopted a resolution consenting to the announcement of the Tender Offer.
공시 • Dec 12+ 3 more updatesCyfrowy Polsat S.A. to Report First Half, 2021 Results on Aug 18, 2021Cyfrowy Polsat S.A. announced that they will report first half, 2021 results on Aug 18, 2021
Is New 90 Day High Low • Dec 08New 90-day high: €6.39The company is up 14% from its price of €5.62 on 09 September 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Media industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €9.00 per share.
Analyst Estimate Surprise Post Earnings • Nov 11Revenue beats expectationsRevenue exceeded analyst estimates by 1.4%. Over the next year, revenue is forecast to grow 1.9% while the growth in Media industry in Germany is expected to stay flat.
Is New 90 Day High Low • Oct 16New 90-day low: €5.38The company is down 12% from its price of €6.12 on 17 July 2020. The German market is flat over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.50 per share.
공시 • Sep 02Cyfrowy Polsat S.A. to Report Q3, 2020 Results on Oct 11, 2020Cyfrowy Polsat S.A. announced that they will report Q3, 2020 results on Oct 11, 2020