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InPost S.A.ENXTAM:INPST 주식 보고서

시가총액 €7.6b
주가
€15.30
€17.23
11.2% 저평가 내재 할인율
1Y4.7%
7D0.3%
1D
포트폴리오 가치
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InPost S.A.

ENXTAM:INPST 주식 리포트

시가총액: €7.6b

InPost (INPST) 주식 개요

InPost S.A.는 자회사와 함께 폴란드 및 기타 유럽 국가에서 택배 보관함 서비스를 제공하는 아웃오브홈 이커머스 지원 플랫폼으로 운영되고 있습니다. 자세히 보기

INPST 펀더멘털 분석
스노우플레이크 점수
가치 평가2/6
미래 성장5/6
과거 실적2/6
재무 건전성3/6
배당0/6

INPST Community Fair Values

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InPost S.A. 경쟁사

가격 이력 및 성과

InPost 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가€15.30
52주 최고가€15.35
52주 최저가€9.19
베타1.09
1개월 변동0.33%
3개월 변동0.79%
1년 변동4.65%
3년 변동62.59%
5년 변동0.72%
IPO 이후 변동-16.92%

최근 뉴스 및 업데이트

내러티브 업데이트 May 16

INPST: Future Margin Execution Will Support Upside Despite Recent Downgrades

Analysts have slightly reduced their price target on InPost to €17.23. This reflects modestly lower revenue growth assumptions and a reduced future P/E multiple after recent downgrades, partly offset by updated views on profit margins and discount rates.
내러티브 업데이트 May 02

INPST: Parcel Network Execution Will Support Upside Despite Recent Downgrades

Analysts have inched up their fair value estimate for InPost to €17.23 from €17.05, reflecting slightly higher revenue growth assumptions, offset by a small trim to profit margin and P/E expectations following recent downgrades from major banks. Analyst Commentary Bullish Takeaways Bullish analysts point to the revised fair value of €17.23 as support for a view that InPost can still justify a relatively full P/E, even after recent sector and stock specific downgrades.
내러티브 업데이트 Apr 16

INPST: Parcel Network Execution And Margin Resilience Will Support Future Upside

Analysts now set a slightly higher InPost price target of about €17.05, up from roughly €16.99, as they factor in recent downgrades and more cautious views on growth, margins, and future P/E multiples. Analyst Commentary Recent Street research has shifted toward a more cautious stance, with downgrades reflecting questions around how much upside is left in the current valuation and how quickly InPost can execute on its growth plans.

Recent updates

내러티브 업데이트 May 16

INPST: Future Margin Execution Will Support Upside Despite Recent Downgrades

Analysts have slightly reduced their price target on InPost to €17.23. This reflects modestly lower revenue growth assumptions and a reduced future P/E multiple after recent downgrades, partly offset by updated views on profit margins and discount rates.
내러티브 업데이트 May 02

INPST: Parcel Network Execution Will Support Upside Despite Recent Downgrades

Analysts have inched up their fair value estimate for InPost to €17.23 from €17.05, reflecting slightly higher revenue growth assumptions, offset by a small trim to profit margin and P/E expectations following recent downgrades from major banks. Analyst Commentary Bullish Takeaways Bullish analysts point to the revised fair value of €17.23 as support for a view that InPost can still justify a relatively full P/E, even after recent sector and stock specific downgrades.
내러티브 업데이트 Apr 16

INPST: Parcel Network Execution And Margin Resilience Will Support Future Upside

Analysts now set a slightly higher InPost price target of about €17.05, up from roughly €16.99, as they factor in recent downgrades and more cautious views on growth, margins, and future P/E multiples. Analyst Commentary Recent Street research has shifted toward a more cautious stance, with downgrades reflecting questions around how much upside is left in the current valuation and how quickly InPost can execute on its growth plans.
내러티브 업데이트 Apr 01

INPST: Takeover Offer And Parcel Network Execution Will Support Future Upside

Analysts have slightly reduced their price target on InPost, moving it from about €17.34 to around €16.99. This change reflects updated views on the company following recent research, including a downgrade from Jefferies.
내러티브 업데이트 Mar 18

INPST: Takeover Proposal And Execution Strength Will Support Future Upside Potential

Analysts have raised their price target for InPost to €17.34 from €16.79, citing slightly higher assumptions for revenue growth, a modestly lower profit margin, and an updated future P/E estimate. What's in the News A consortium of Advent International, FedEx, A&R Investment and PPF Group has submitted an indicative proposal to acquire InPost S.A. for approximately €6.9b, with a conditional agreement reached on February 9, 2026 (Key Developments).
내러티브 업데이트 Jan 25

INPST: Parcel Locker Scale And Execution Will Support Future Upside Potential

Analysts have trimmed their price expectations for InPost, with one recent move cutting the target from €16.00 to €15.20. This change reflects updated views on fair value, discount rate assumptions and future P/E levels.
내러티브 업데이트 Jan 08

INPST: Parcel Locker Scale And Execution Will Drive Future Margin Upside

Narrative Update on InPost The updated analyst price target for InPost moves modestly higher to about €16.53 from €16.28. Recent Street research, including a cut in one bank's target to €15.20 with an Overweight stance, suggests analysts are fine tuning assumptions around discount rates, fair value and future P/E rather than changing their broader view on the stock.
내러티브 업데이트 Dec 25

INPST: Parcel Locker Network Expansion Will Drive Future Margin Upside

Narrative Update on InPost Analysts have modestly raised their fair value estimate for InPost from approximately EUR 16.15 to EUR 16.28 per share, even though the Street price target was recently reduced to EUR 15.20. This reflects continued confidence in the company’s long term growth profile and earnings trajectory.
분석 기사 Dec 21

InPost S.A.'s (AMS:INPST) Share Price Matching Investor Opinion

When close to half the companies in the Netherlands have price-to-earnings ratios (or "P/E's") below 16x, you may...
내러티브 업데이트 Dec 11

INPST: Parcel Locker Expansion Will Support Future Margin Improvement And Upside

Analysts have trimmed their price target on InPost to EUR 15.20 from EUR 16.00, reflecting slightly slower expected revenue growth, offset by a modestly improved profit margin outlook and a marginally lower discount rate and future P E multiple. Analyst Commentary Recent commentary highlights that the revised target price still implies an attractive upside, even after adjusting for slightly softer top line assumptions and a more conservative long term growth profile.
내러티브 업데이트 Nov 26

INPST: Operational Efficiencies Will Drive Improved Profit Margins Amid Market Uncertainty

Analysts have reduced their price target for InPost from €16.00 to €15.20. They cited softened revenue growth expectations, despite slightly improved profit margins and higher discount rates.
분석 기사 Nov 11

InPost S.A. Just Missed Earnings - But Analysts Have Updated Their Models

Shareholders might have noticed that InPost S.A. ( AMS:INPST ) filed its third-quarter result this time last week. The...
내러티브 업데이트 Nov 03

INPST: Amsterdam Index Inclusion Will Drive Stronger Profit Margins Ahead

InPost Sees Modest Price Target Adjustment Amid Analyst Optimism on Profit Margins Analysts nudged InPost's fair value estimate slightly downward from €17.39 to €17.36. They cited improved profit margin outlook while adopting a more conservative stance on future earnings multiples.
내러티브 업데이트 Oct 20

European Expansion Will Create A Sustainable Logistics Future

Analysts have revised their price target for InPost downward from $17.66 to $17.39, citing updated expectations for revenue growth and profit margins. What's in the News InPost S.A was added to the Amsterdam AEX Index (Key Developments) InPost S.A. was removed as an index constituent (Key Developments) Valuation Changes Consensus analyst fair value decreased slightly from €17.66 to €17.39.
내러티브 업데이트 Sep 26

European Expansion Will Create A Sustainable Logistics Future

The downward revision in InPost's price target primarily reflects a significant decline in net profit margin and a higher future P/E ratio, resulting in the consensus fair value falling from €18.60 to €17.66. What's in the News InPost S.A. added to Amsterdam AEX Index.
내러티브 업데이트 Sep 11

European Expansion Will Create A Sustainable Logistics Future

Despite a more conservative near-term growth outlook and a reduced price target to €16, analysts—citing InPost’s unit cost advantage and robust long-term fundamentals—see attractive value at current levels, resulting in only a marginal consensus price target decline from €18.94 to €18.60. Analyst Commentary JPMorgan highlights InPost's unit cost advantage as a key driver for its superior returns.
분석 기사 Jul 18

Is There An Opportunity With InPost S.A.'s (AMS:INPST) 49% Undervaluation?

Key Insights InPost's estimated fair value is €25.18 based on 2 Stage Free Cash Flow to Equity InPost is estimated to...
분석 기사 Jun 27

InPost (AMS:INPST) Seems To Use Debt Quite Sensibly

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
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새로운 내러티브 Feb 09

Pan-European APM Deployment Will Boost E-commerce Position

InPost's expansion of APM deployment across Europe meets rising out-of-home delivery demand, potentially driving revenue growth.

주주 수익률

INPSTNL LogisticsNL 시장
7D0.3%-1.2%0.5%
1Y4.7%8.0%28.4%

수익률 대 산업: INPST은 지난 1년 동안 8%의 수익을 기록한 Dutch Logistics 산업보다 저조한 성과를 냈습니다.

수익률 대 시장: INPST은 지난 1년 동안 28.4%를 기록한 Dutch 시장보다 저조한 성과를 냈습니다.

주가 변동성

Is INPST's price volatile compared to industry and market?
INPST volatility
INPST Average Weekly Movement0.6%
Logistics Industry Average Movement5.0%
Market Average Movement4.7%
10% most volatile stocks in NL Market7.7%
10% least volatile stocks in NL Market2.8%

안정적인 주가: INPST는 지난 3개월 동안 Dutch 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: INPST의 주간 변동성은 지난 1년간 6%에서 1%로 감소했습니다.

회사 소개

설립직원 수CEO웹사이트
199912,737Rafal Brzoskainpost.eu

InPost S.A.는 자회사와 함께 폴란드 및 기타 유럽 국가에서 택배 보관함 서비스를 제공하는 아웃오브홈 이커머스 지원 플랫폼으로 운영되고 있습니다. 이 회사는 네 가지 부문으로 운영됩니다: APM(자동 소포 기계), 방문 배송, 몬디알 릴레이, 국제 기타. APM 부문은 APM으로 소포를 배송하는 데 중점을 둡니다.

InPost S.A. 기초 지표 요약

InPost의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
INPST 기초 통계
시가총액€7.65b
순이익 (TTM)€113.91m
매출 (TTM)€3.69b
67.2x
주가수익비율(P/E)
2.1x
주가매출비율(P/S)

INPST는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
INPST 손익계산서 (TTM)
매출zł15.62b
매출원가zł12.06b
총이익zł3.56b
기타 비용zł3.08b
순이익zł482.80m

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

Aug 31, 2026

주당순이익(EPS)0.97
총이익률22.81%
순이익률3.09%
부채/자본 비율201.0%

INPST의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 16:05
종가2026/05/21 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 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 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

InPost S.A.는 25명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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