View ValuationMo-BRUK 향후 성장Future 기준 점검 4/6Mo-BRUK (는) 각각 연간 45% 및 3.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 57.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 29.9% 로 예상됩니다.핵심 정보45.0%이익 성장률57.78%EPS 성장률Commercial Services 이익 성장24.1%매출 성장률3.6%향후 자기자본이익률29.90%애널리스트 커버리지Low마지막 업데이트24 Apr 2026최근 향후 성장 업데이트Major Estimate Revision • Sep 23Consensus EPS estimates fall by 69%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from zł23.94 to zł7.50 per share. Revenue forecast steady at zł315.6m. Net income forecast to grow 29% next year vs 29% growth forecast for Commercial Services industry in Poland. Consensus price target down from zł333 to zł318. Share price was steady at zł284 over the past week.Price Target Changed • Sep 22Price target decreased by 9.0% to zł318Down from zł350, the current price target is an average from 5 analysts. New target price is 11% above last closing price of zł286. Stock is down 4.5% over the past year. The company is forecast to post earnings per share of zł7.50 for next year compared to zł20.08 last year.Major Estimate Revision • Jun 06Consensus EPS estimates fall by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from zł340.6m to zł332.6m. EPS estimate also fell from zł29.48 per share to zł23.94 per share. Net income forecast to grow 39% next year vs 29% growth forecast for Commercial Services industry in Poland. Consensus price target down from zł380 to zł350. Share price fell 3.7% to zł260 over the past week.Price Target Changed • Jun 05Price target decreased by 7.9% to zł350Down from zł380, the current price target is an average from 5 analysts. New target price is 31% above last closing price of zł267. Stock is down 15% over the past year. The company is forecast to post earnings per share of zł23.94 for next year compared to zł20.08 last year.분석 기사 • Nov 18Mo-BRUK S.A. Just Recorded A 15% Revenue Beat: Here's What Analysts ThinkIt's been a pretty great week for Mo-BRUK S.A. ( WSE:MBR ) shareholders, with its shares surging 15% to zł322 in the...Major Estimate Revision • Feb 06Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from zł236.4m to zł228.3m. EPS estimate also fell from zł26.27 per share to zł22.84 per share. Net income forecast to grow 2.2% next year vs 29% growth forecast for Commercial Services industry in Poland. Consensus price target broadly unchanged at zł365. Share price rose 5.5% to zł328 over the past week.모든 업데이트 보기Recent updatesDeclared Dividend • May 18Dividend increased to zł15.23Dividend of zł15.23 is 16% higher than last year. Ex-date: 29th July 2026 Payment date: 5th October 2026 Dividend yield will be 4.3%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 15x earnings). However, it is covered by cash flows (67% cash payout ratio). The dividend has increased by an average of 25% per year over the past 7 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 1,594% to bring the payout ratio under control. EPS is expected to grow by 149% over the next 2 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.공시 • May 17Mo-BRUK S.A. announces Annual dividend, payable on October 05, 2026Mo-BRUK S.A. announced Annual dividend of PLN 15.2300 per share payable on October 05, 2026, ex-date on July 29, 2026 and record date on July 30, 2026.New Risk • May 14New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.8x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.8x net interest cover). Minor Risks Dividend is not well covered by earnings (dividend per share is over 15x earnings per share). Profit margins are more than 30% lower than last year (4.8% net profit margin).분석 기사 • May 01Some May Be Optimistic About Mo-BRUK's (WSE:MBR) EarningsSoft earnings didn't appear to concern Mo-BRUK S.A.'s ( WSE:MBR ) shareholders over the last week. We did some digging...Reported Earnings • Apr 28Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: zł4.33 (down from zł20.08 in FY 2024). Revenue: zł319.9m (up 13% from FY 2024). Net income: zł15.2m (down 78% from FY 2024). Profit margin: 4.8% (down from 25% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 42%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Commercial Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Reported Earnings • Nov 24Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: zł83.1m (up 3.9% from 3Q 2024). Net loss: zł38.8m (down 257% from profit in 3Q 2024). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Commercial Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.공시 • Nov 15Mo-BRUK S.A. to Report Q3, 2025 Results on Nov 20, 2025Mo-BRUK S.A. announced that they will report Q3, 2025 results on Nov 20, 2025Major Estimate Revision • Sep 23Consensus EPS estimates fall by 69%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from zł23.94 to zł7.50 per share. Revenue forecast steady at zł315.6m. Net income forecast to grow 29% next year vs 29% growth forecast for Commercial Services industry in Poland. Consensus price target down from zł333 to zł318. Share price was steady at zł284 over the past week.Price Target Changed • Sep 22Price target decreased by 9.0% to zł318Down from zł350, the current price target is an average from 5 analysts. New target price is 11% above last closing price of zł286. Stock is down 4.5% over the past year. The company is forecast to post earnings per share of zł7.50 for next year compared to zł20.08 last year.Reported Earnings • Aug 22Second quarter 2025 earnings released: EPS: zł3.99 (vs zł4.83 in 2Q 2024)Second quarter 2025 results: EPS: zł3.99 (down from zł4.83 in 2Q 2024). Revenue: zł67.5m (up 3.3% from 2Q 2024). Net income: zł13.9m (down 18% from 2Q 2024). Profit margin: 21% (down from 26% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Commercial Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.공시 • Aug 20Mo-BRUK S.A. to Report First Half, 2025 Results on Aug 21, 2025Mo-BRUK S.A. announced that they will report first half, 2025 results on Aug 21, 2025분석 기사 • Jul 25Mo-BRUK's (WSE:MBR) Dividend Will Be PLN13.17Mo-BRUK S.A. ( WSE:MBR ) will pay a dividend of PLN13.17 on the 30th of October. This means that the annual payment...Upcoming Dividend • Jul 22Upcoming dividend of zł13.17 per shareEligible shareholders must have bought the stock before 29 July 2025. Payment date: 30 October 2025. Payout ratio is a comfortable 66% but the company is not cash flow positive. Trailing yield: 4.4%. Lower than top quartile of Polish dividend payers (7.2%). Higher than average of industry peers (3.8%).분석 기사 • Jun 12Mo-BRUK (WSE:MBR) Is Due To Pay A Dividend Of PLN13.17The board of Mo-BRUK S.A. ( WSE:MBR ) has announced that it will pay a dividend on the 30th of October, with investors...Major Estimate Revision • Jun 06Consensus EPS estimates fall by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from zł340.6m to zł332.6m. EPS estimate also fell from zł29.48 per share to zł23.94 per share. Net income forecast to grow 39% next year vs 29% growth forecast for Commercial Services industry in Poland. Consensus price target down from zł380 to zł350. Share price fell 3.7% to zł260 over the past week.Price Target Changed • Jun 05Price target decreased by 7.9% to zł350Down from zł380, the current price target is an average from 5 analysts. New target price is 31% above last closing price of zł267. Stock is down 15% over the past year. The company is forecast to post earnings per share of zł23.94 for next year compared to zł20.08 last year.분석 기사 • May 30Why Mo-BRUK's (WSE:MBR) Shaky Earnings Are Just The Beginning Of Its ProblemsInvestors were disappointed by Mo-BRUK S.A.'s ( WSE:MBR ) latest earnings release. We did some analysis, and found that...공시 • May 19Mo-BRUK S.A., Annual General Meeting, Jun 13, 2025Mo-BRUK S.A., Annual General Meeting, Jun 13, 2025.분석 기사 • May 19Mo-BRUK (WSE:MBR) Will Pay A Dividend Of PLN13.17The board of Mo-BRUK S.A. ( WSE:MBR ) has announced that it will pay a dividend of PLN13.17 per share on the 30th of...Declared Dividend • May 19Dividend of zł13.17 announcedDividend of zł13.17 is the same as last year. Ex-date: 29th July 2025 Payment date: 30th October 2025 Dividend yield will be 4.4%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is covered by earnings (64% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 30% per year over the past 6 years. However, payments have been volatile during that time. EPS is expected to grow by 56% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • May 17Mo-BRUK S.A. announces Annual dividend, payable on October 30, 2025Mo-BRUK S.A. announced Annual dividend of PLN 13.1700 per share payable on October 30, 2025, ex-date on July 29, 2025 and record date on July 30, 2025.Reported Earnings • Apr 27Full year 2024 earnings released: EPS: zł20.02 (vs zł22.45 in FY 2023)Full year 2024 results: EPS: zł20.02 (down from zł22.45 in FY 2023). Revenue: zł283.9m (up 20% from FY 2023). Net income: zł70.5m (down 11% from FY 2023). Profit margin: 25% (down from 33% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Commercial Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.분석 기사 • Nov 22Mo-BRUK's (WSE:MBR) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsThe market rallied behind Mo-BRUK S.A.'s ( WSE:MBR ) stock, leading do a rise in the share price after its recent weak...분석 기사 • Nov 18Mo-BRUK S.A. Just Recorded A 15% Revenue Beat: Here's What Analysts ThinkIt's been a pretty great week for Mo-BRUK S.A. ( WSE:MBR ) shareholders, with its shares surging 15% to zł322 in the...Reported Earnings • Nov 18Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: zł80.0m (up 39% from 3Q 2023). Net income: zł24.7m (up 18% from 3Q 2023). Profit margin: 31% (down from 36% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Commercial Services industry in Europe.분석 기사 • Nov 15Under The Bonnet, Mo-BRUK's (WSE:MBR) Returns Look ImpressiveDid you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...Reported Earnings • Aug 30Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: zł65.3m (up 15% from 2Q 2023). Net income: zł17.0m (down 19% from 2Q 2023). Profit margin: 26% (down from 37% in 2Q 2023). 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 5.2% growth forecast for the Commercial Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Jul 22Upcoming dividend of zł13.17 per shareEligible shareholders must have bought the stock before 29 July 2024. Payment date: 30 October 2024. Payout ratio is a comfortable 54% but the company is not cash flow positive. Trailing yield: 4.4%. Lower than top quartile of Polish dividend payers (7.9%). Lower than average of industry peers (5.0%).공시 • Jun 01Mo-BRUK S.A., Annual General Meeting, Jun 24, 2024Mo-BRUK S.A., Annual General Meeting, Jun 24, 2024.공시 • May 31Mo-Bruk Recommends Dividend Payments for 2023, Payable on October 30, 2024Mo-Bruk's management board recommends earmarking PLN 46.3 million (EUR 10.85 million) for dividend payments for 2023, which translates into PLN 13.17 (EUR 3.09) per share, the company said in a market filling. The proposed dividend date is July 30, and the dividend payment date is October 30, 2024.분석 기사 • May 03Earnings Troubles May Signal Larger Issues for Mo-BRUK (WSE:MBR) ShareholdersThe subdued market reaction suggests that Mo-BRUK S.A.'s ( WSE:MBR ) recent earnings didn't contain any surprises. Our...Reported Earnings • Apr 30Full year 2023 earnings released: EPS: zł22.45 (vs zł26.23 in FY 2022)Full year 2023 results: EPS: zł22.45 (down from zł26.23 in FY 2022). Revenue: zł237.0m (down 2.6% from FY 2022). Net income: zł78.9m (down 14% from FY 2022). Profit margin: 33% (down from 38% in FY 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Commercial Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 5% per year and the company’s share price has also fallen by 5% per year.Major Estimate Revision • Feb 06Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from zł236.4m to zł228.3m. EPS estimate also fell from zł26.27 per share to zł22.84 per share. Net income forecast to grow 2.2% next year vs 29% growth forecast for Commercial Services industry in Poland. Consensus price target broadly unchanged at zł365. Share price rose 5.5% to zł328 over the past week.공시 • Jan 26+ 3 more updatesMo-BRUK S.A. to Report Fiscal Year 2023 Final Results on Apr 25, 2024Mo-BRUK S.A. announced that they will report fiscal year 2023 final results on Apr 25, 2024Reported Earnings • Nov 14Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: zł57.5m (down 6.1% from 3Q 2022). Net income: zł20.9m (down 7.1% from 3Q 2022). Profit margin: 36% (in line with 3Q 2022). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Commercial Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Major Estimate Revision • Sep 06Consensus EPS estimates fall by 24%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from zł255.5m to zł248.5m. EPS estimate also fell from zł30.02 per share to zł22.69 per share. Net income forecast to grow 11% next year vs 19% growth forecast for Commercial Services industry in Poland. Consensus price target down from zł378 to zł368. Share price fell 2.6% to zł280 over the past week.Reported Earnings • Aug 20Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: zł57.0m (down 8.2% from 2Q 2022). Net income: zł21.0m (down 21% from 2Q 2022). Profit margin: 37% (down from 43% in 2Q 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Commercial Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jun 23Upcoming dividend of zł13.17 per share at 11% yieldEligible shareholders must have bought the stock before 30 June 2023. Payment date: 10 July 2023. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 11%. Within top quartile of Polish dividend payers (7.3%). Higher than average of industry peers (7.1%).Major Estimate Revision • Jun 09Consensus EPS estimates fall by 19%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from zł35.66 to zł28.94 per share. Revenue forecast steady at zł259.7m. Net income forecast to grow 13% next year vs 20% growth forecast for Commercial Services industry in Poland. Consensus price target down from zł391 to zł380. Share price rose 4.1% to zł292 over the past week.공시 • Jun 02Mo-BRUK S.A., Annual General Meeting, Jun 26, 2023Mo-BRUK S.A., Annual General Meeting, Jun 26, 2023, at 12:00 Central European Standard Time.Price Target Changed • May 31Price target increased by 8.1% to zł391Up from zł361, the current price target is an average from 4 analysts. New target price is 41% above last closing price of zł278. Stock is down 13% over the past year. The company is forecast to post earnings per share of zł35.66 for next year compared to zł26.23 last year.Valuation Update With 7 Day Price Move • Apr 06Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to zł286, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 14x in the Commercial Services industry in Europe. Total returns to shareholders of 105% over the past three years.분석 기사 • Mar 30Are Investors Undervaluing Mo-BRUK S.A. (WSE:MBR) By 38%?Key Insights Using the 2 Stage Free Cash Flow to Equity, Mo-BRUK fair value estimate is zł550 Current share price of...공시 • Feb 03+ 3 more updatesMo-BRUK S.A. to Report Q3, 2023 Results on Nov 09, 2023Mo-BRUK S.A. announced that they will report Q3, 2023 results on Nov 09, 2023Price Target Changed • Nov 16Price target decreased to zł410Down from zł466, the current price target is an average from 2 analysts. New target price is 46% above last closing price of zł281. Stock is down 30% over the past year. The company is forecast to post earnings per share of zł30.75 for next year compared to zł32.73 last year.Reported Earnings • Aug 20Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: zł62.0m (down 13% from 2Q 2021). Net income: zł26.7m (down 3.9% from 2Q 2021). Profit margin: 43% (up from 39% in 2Q 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 16%, compared to a 16% growth forecast for the Commercial Services industry in Poland. Over the last 3 years on average, earnings per share has increased by 48% per year whereas the company’s share price has increased by 44% per year.Valuation Update With 7 Day Price Move • Aug 18Investor sentiment improved over the past weekAfter last week's 19% share price gain to zł345, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 14x in the Commercial Services industry in Europe. Total returns to shareholders of 265% over the past three years.Price Target Changed • Jul 27Price target decreased to zł441Down from zł497, the current price target is an average from 3 analysts. New target price is 60% above last closing price of zł276. Stock is down 16% over the past year. The company posted earnings per share of zł32.73 last year.Reported Earnings • May 14First quarter 2022 earnings: Revenues exceed analyst expectationsFirst quarter 2022 results: Revenue: zł49.6m (down 18% from 1Q 2021). Net income: zł18.9m (down 32% from 1Q 2021). Profit margin: 38% (down from 46% in 1Q 2021). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 3.6%. Over the next year, revenue is forecast to grow 10%, compared to a 26% growth forecast for the industry in Poland. Over the last 3 years on average, earnings per share has increased by 55% per year whereas the company’s share price has increased by 57% per year.Price Target Changed • Apr 27Price target increased to zł502Up from zł449, the current price target is an average from 2 analysts. New target price is 29% above last closing price of zł390. Stock is down 0.8% over the past year. The company is forecast to post earnings per share of zł32.61 for next year compared to zł22.12 last year.Upcoming Dividend • Apr 27Upcoming dividend of zł31.50 per shareEligible shareholders must have bought the stock before 02 May 2022. Payment date: 06 May 2022. Payout ratio is a comfortable 63% and this is well supported by cash flows. Trailing yield: 5.2%. Lower than top quartile of Polish dividend payers (7.4%). Lower than average of industry peers (7.4%).공시 • Apr 27Mo-Bruk S.A. Recommends Dividend Payment for the Year 2021Mo-BRUK S.A. recommended paying out PLN 31.5 DPS or PLN 110.7 million, i.e. almost the entire 2021 profit.공시 • Apr 01Mo-BRUK S.A., Annual General Meeting, Apr 25, 2022Mo-BRUK S.A., Annual General Meeting, Apr 25, 2022, at 12:00 Central European Standard Time.분석 기사 • Nov 17Should You Be Adding Mo-BRUK (WSE:MBR) To Your Watchlist Today?It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...Price Target Changed • Nov 15Price target increased to zł449Up from zł380, the current price target is provided by 1 analyst. New target price is 14% above last closing price of zł395. Stock is up 20% over the past year. The company posted earnings per share of zł22.12 last year.Reported Earnings • Nov 11Third quarter 2021 earnings releasedThe company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: zł67.2m (up 32% from 3Q 2020). Net income: zł30.8m (up 16% from 3Q 2020). Profit margin: 46% (down from 52% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has increased by 101% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Jul 07Price target decreased to zł380Down from zł429, the current price target is provided by 1 analyst. New target price is 14% above last closing price of zł334. Stock is up 55% over the past year.Upcoming Dividend • Jun 08Upcoming dividend of zł20.15 per shareEligible shareholders must have bought the stock before 15 June 2021. Payment date: 30 June 2021. Trailing yield: 5.8%. Within top quartile of Polish dividend payers (5.6%). In line with average of industry peers (5.6%).공시 • May 08Mo-BRUK S.A. Recommends Dividend for the Year 2020Mo-Bruk announced that the company recommends paying out PLN 20.15 DPS or PLN 70.78 million, almost the entire 2020 profit.Reported Earnings • May 04Full year 2020 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: zł178.5m (up 37% from FY 2019). Net income: zł78.7m (up 96% from FY 2019). Profit margin: 44% (up from 31% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has increased by 129% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Mar 09Calculating The Intrinsic Value Of Mo-BRUK S.A. (WSE:MBR)Today we will run through one way of estimating the intrinsic value of Mo-BRUK S.A. ( WSE:MBR ) by projecting its...분석 기사 • Feb 17Does Mo-BRUK S.A. (WSE:MBR) Have A Place In Your Dividend Portfolio?Could Mo-BRUK S.A. ( WSE:MBR ) be an attractive dividend share to own for the long haul? Investors are often drawn to...Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improved over the past weekAfter last week's 15% share price gain to zł344, the stock is trading at a trailing P/E ratio of 17.8x, up from the previous P/E ratio of 15.4x. This compares to an average P/E of 13x in the Commercial Services industry in Poland. Total returns to shareholders over the past three years are 1,249%.Is New 90 Day High Low • Feb 12New 90-day high: zł344The company is up 5.0% from its price of zł328 on 13 November 2020. The Polish market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Commercial Services industry, which is up 13% over the same period.분석 기사 • Jan 30Do Mo-BRUK's (WSE:MBR) Earnings Warrant Your Attention?Like a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...공시 • Jan 21+ 3 more updatesMo-BRUK S.A. to Report Q3, 2021 Results on Nov 09, 2021Mo-BRUK S.A. announced that they will report Q3, 2021 results on Nov 09, 2021Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł286, the stock is trading at a trailing P/E ratio of 14.8x, up from the previous P/E ratio of 12.7x. This compares to an average P/E of 11x in the Commercial Services industry in Poland. Total returns to shareholders over the past three years are 1,219%.분석 기사 • Jan 09Mo-BRUK S.A.'s (WSE:MBR) Stock's On An Uptrend: Are Strong Financials Guiding The Market?Mo-BRUK's (WSE:MBR) stock is up by a considerable 16% over the past month. Given that the market rewards strong...분석 기사 • Dec 22What You Need To Know About Mo-BRUK S.A.'s (WSE:MBR) Investor CompositionEvery investor in Mo-BRUK S.A. ( WSE:MBR ) should be aware of the most powerful shareholder groups. Large companies...Is New 90 Day High Low • Dec 01New 90-day low: zł208The company is down 13% from its price of zł240 on 02 September 2020. The Polish market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Commercial Services industry, which is up 1.0% over the same period.분석 기사 • Dec 01Calculating The Fair Value Of Mo-BRUK S.A. (WSE:MBR)In this article we are going to estimate the intrinsic value of Mo-BRUK S.A. (WSE:MBR) by estimating the company's...Valuation Update With 7 Day Price Move • Nov 30Market pulls back on stock over the past weekAfter last week's 16% share price decline to zł272, the stock is trading at a trailing P/E ratio of 14x, down from the previous P/E ratio of 16.7x. This compares to an average P/E of 9x in the Commercial Services industry in Poland. Total returns to shareholders over the past three years are 1,352%.Valuation Update With 7 Day Price Move • Oct 30Market bids up stock over the past weekAfter last week's 24% share price gain to zł368, the stock is trading at a trailing P/E ratio of 19x, up from the previous P/E ratio of 15.3x. This compares to an average P/E of 10x in the Commercial Services industry in Poland. Total returns to shareholders over the past three years are 1,466%.Is New 90 Day High Low • Oct 27New 90-day high: zł312The company is up 27% from its price of zł246 on 29 July 2020. The Polish market is down 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is down 2.0% over the same period.Reported Earnings • Oct 22Third quarter earnings releasedOver the last 12 months the company has reported total profits of zł69.2m, up 108% from the prior year. Total revenue was zł166.1m over the last 12 months, up 41% from the prior year.공시 • Oct 17Mo-BRUK S.A. to Report Q3, 2020 Results on Oct 19, 2020Mo-BRUK S.A. announced that they will report Q3, 2020 results on Oct 19, 2020Is New 90 Day High Low • Oct 06New 90-day high: zł266The company is up 23% from its price of zł216 on 08 July 2020. The Polish market is down 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is up 10.0% over the same period.공시 • Oct 02An unknown buyer signed a contract to acquire Metals Recycling Plant from Mo-BRUK S.A. (WSE:MBR) for PLN 12 million.An unknown buyer signed a contract to acquire Metals Recycling Plant from Mo-BRUK S.A. (WSE:MBR) for PLN 12 million on October 1, 2020. Under the terms, consideration will be paid in installments by December 31, 2021 and has been secured with a mortgage on the property. in 2019, Metals Recycling Plant generated revenue of PLN 1.5 million and EBITDA of PLN -0.3 million.이익 및 매출 성장 예측WSE:MBR - 애널리스트 향후 추정치 및 과거 재무 데이터 (PLN Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202844214495N/A212/31/202740710394134312/31/202641410572122212/31/2025320156969N/A9/30/202529431260N/A6/30/202529166898N/A3/31/202528970-1104N/A12/31/202428471-2693N/A9/30/202426872-5863N/A6/30/202424569-3158N/A3/31/202423773-1551N/A12/31/202323779568N/A9/30/2023240863386N/A6/30/2023244875493N/A3/31/2023249935794N/A12/31/2022243928192N/A9/30/202224197106111N/A6/30/2022247105115120N/A3/31/2022256106131134N/A12/31/2021267115135137N/A9/30/2021255112125128N/A6/30/20212381089193N/A3/31/2021201916970N/A12/31/2020178797274N/A9/30/2020166695152N/A6/30/2020147536062N/A3/31/2020142495355N/A12/31/2019131403941N/A9/30/201911833N/A41N/A6/30/201911129N/A36N/A3/31/201910326N/A34N/A12/31/20189321N/A28N/A9/30/20188013N/A21N/A6/30/20187310N/A20N/A3/31/2018698N/A17N/A12/31/2017667N/A14N/A9/30/2017626N/A11N/A6/30/2017594N/A9N/A3/31/2017542N/A11N/A12/31/2016532N/A11N/A9/30/2016522N/A11N/A6/30/2016510N/A10N/A3/31/201648-1N/A8N/A12/31/201545-2N/A6N/A9/30/201544-5N/A5N/A6/30/201543-6N/A7N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: MBR 의 연간 예상 수익 증가율(45%)이 saving rate(5.3%)보다 높습니다.수익 vs 시장: MBR 의 연간 수익(45%)이 Polish 시장(12.2%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: MBR 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: MBR 의 수익(연간 3.6%)이 Polish 시장(연간 4.5%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: MBR 의 수익(연간 3.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: MBR의 자본 수익률은 3년 후 29.9%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCommercial-services 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/25 13:18종가2026/05/25 00:00수익2025/12/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Mo-BRUK S.A.는 14명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Jakub SargsyanBiuro maklerskie mBankuPiotr ZielonkaErste Bank Polska S.A.Adrian KyrczErste Bank Polska S.A.11명의 분석가 더 보기
Major Estimate Revision • Sep 23Consensus EPS estimates fall by 69%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from zł23.94 to zł7.50 per share. Revenue forecast steady at zł315.6m. Net income forecast to grow 29% next year vs 29% growth forecast for Commercial Services industry in Poland. Consensus price target down from zł333 to zł318. Share price was steady at zł284 over the past week.
Price Target Changed • Sep 22Price target decreased by 9.0% to zł318Down from zł350, the current price target is an average from 5 analysts. New target price is 11% above last closing price of zł286. Stock is down 4.5% over the past year. The company is forecast to post earnings per share of zł7.50 for next year compared to zł20.08 last year.
Major Estimate Revision • Jun 06Consensus EPS estimates fall by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from zł340.6m to zł332.6m. EPS estimate also fell from zł29.48 per share to zł23.94 per share. Net income forecast to grow 39% next year vs 29% growth forecast for Commercial Services industry in Poland. Consensus price target down from zł380 to zł350. Share price fell 3.7% to zł260 over the past week.
Price Target Changed • Jun 05Price target decreased by 7.9% to zł350Down from zł380, the current price target is an average from 5 analysts. New target price is 31% above last closing price of zł267. Stock is down 15% over the past year. The company is forecast to post earnings per share of zł23.94 for next year compared to zł20.08 last year.
분석 기사 • Nov 18Mo-BRUK S.A. Just Recorded A 15% Revenue Beat: Here's What Analysts ThinkIt's been a pretty great week for Mo-BRUK S.A. ( WSE:MBR ) shareholders, with its shares surging 15% to zł322 in the...
Major Estimate Revision • Feb 06Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from zł236.4m to zł228.3m. EPS estimate also fell from zł26.27 per share to zł22.84 per share. Net income forecast to grow 2.2% next year vs 29% growth forecast for Commercial Services industry in Poland. Consensus price target broadly unchanged at zł365. Share price rose 5.5% to zł328 over the past week.
Declared Dividend • May 18Dividend increased to zł15.23Dividend of zł15.23 is 16% higher than last year. Ex-date: 29th July 2026 Payment date: 5th October 2026 Dividend yield will be 4.3%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 15x earnings). However, it is covered by cash flows (67% cash payout ratio). The dividend has increased by an average of 25% per year over the past 7 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 1,594% to bring the payout ratio under control. EPS is expected to grow by 149% over the next 2 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
공시 • May 17Mo-BRUK S.A. announces Annual dividend, payable on October 05, 2026Mo-BRUK S.A. announced Annual dividend of PLN 15.2300 per share payable on October 05, 2026, ex-date on July 29, 2026 and record date on July 30, 2026.
New Risk • May 14New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.8x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.8x net interest cover). Minor Risks Dividend is not well covered by earnings (dividend per share is over 15x earnings per share). Profit margins are more than 30% lower than last year (4.8% net profit margin).
분석 기사 • May 01Some May Be Optimistic About Mo-BRUK's (WSE:MBR) EarningsSoft earnings didn't appear to concern Mo-BRUK S.A.'s ( WSE:MBR ) shareholders over the last week. We did some digging...
Reported Earnings • Apr 28Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: zł4.33 (down from zł20.08 in FY 2024). Revenue: zł319.9m (up 13% from FY 2024). Net income: zł15.2m (down 78% from FY 2024). Profit margin: 4.8% (down from 25% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 42%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Commercial Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Reported Earnings • Nov 24Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: zł83.1m (up 3.9% from 3Q 2024). Net loss: zł38.8m (down 257% from profit in 3Q 2024). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Commercial Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
공시 • Nov 15Mo-BRUK S.A. to Report Q3, 2025 Results on Nov 20, 2025Mo-BRUK S.A. announced that they will report Q3, 2025 results on Nov 20, 2025
Major Estimate Revision • Sep 23Consensus EPS estimates fall by 69%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from zł23.94 to zł7.50 per share. Revenue forecast steady at zł315.6m. Net income forecast to grow 29% next year vs 29% growth forecast for Commercial Services industry in Poland. Consensus price target down from zł333 to zł318. Share price was steady at zł284 over the past week.
Price Target Changed • Sep 22Price target decreased by 9.0% to zł318Down from zł350, the current price target is an average from 5 analysts. New target price is 11% above last closing price of zł286. Stock is down 4.5% over the past year. The company is forecast to post earnings per share of zł7.50 for next year compared to zł20.08 last year.
Reported Earnings • Aug 22Second quarter 2025 earnings released: EPS: zł3.99 (vs zł4.83 in 2Q 2024)Second quarter 2025 results: EPS: zł3.99 (down from zł4.83 in 2Q 2024). Revenue: zł67.5m (up 3.3% from 2Q 2024). Net income: zł13.9m (down 18% from 2Q 2024). Profit margin: 21% (down from 26% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Commercial Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
공시 • Aug 20Mo-BRUK S.A. to Report First Half, 2025 Results on Aug 21, 2025Mo-BRUK S.A. announced that they will report first half, 2025 results on Aug 21, 2025
분석 기사 • Jul 25Mo-BRUK's (WSE:MBR) Dividend Will Be PLN13.17Mo-BRUK S.A. ( WSE:MBR ) will pay a dividend of PLN13.17 on the 30th of October. This means that the annual payment...
Upcoming Dividend • Jul 22Upcoming dividend of zł13.17 per shareEligible shareholders must have bought the stock before 29 July 2025. Payment date: 30 October 2025. Payout ratio is a comfortable 66% but the company is not cash flow positive. Trailing yield: 4.4%. Lower than top quartile of Polish dividend payers (7.2%). Higher than average of industry peers (3.8%).
분석 기사 • Jun 12Mo-BRUK (WSE:MBR) Is Due To Pay A Dividend Of PLN13.17The board of Mo-BRUK S.A. ( WSE:MBR ) has announced that it will pay a dividend on the 30th of October, with investors...
Major Estimate Revision • Jun 06Consensus EPS estimates fall by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from zł340.6m to zł332.6m. EPS estimate also fell from zł29.48 per share to zł23.94 per share. Net income forecast to grow 39% next year vs 29% growth forecast for Commercial Services industry in Poland. Consensus price target down from zł380 to zł350. Share price fell 3.7% to zł260 over the past week.
Price Target Changed • Jun 05Price target decreased by 7.9% to zł350Down from zł380, the current price target is an average from 5 analysts. New target price is 31% above last closing price of zł267. Stock is down 15% over the past year. The company is forecast to post earnings per share of zł23.94 for next year compared to zł20.08 last year.
분석 기사 • May 30Why Mo-BRUK's (WSE:MBR) Shaky Earnings Are Just The Beginning Of Its ProblemsInvestors were disappointed by Mo-BRUK S.A.'s ( WSE:MBR ) latest earnings release. We did some analysis, and found that...
공시 • May 19Mo-BRUK S.A., Annual General Meeting, Jun 13, 2025Mo-BRUK S.A., Annual General Meeting, Jun 13, 2025.
분석 기사 • May 19Mo-BRUK (WSE:MBR) Will Pay A Dividend Of PLN13.17The board of Mo-BRUK S.A. ( WSE:MBR ) has announced that it will pay a dividend of PLN13.17 per share on the 30th of...
Declared Dividend • May 19Dividend of zł13.17 announcedDividend of zł13.17 is the same as last year. Ex-date: 29th July 2025 Payment date: 30th October 2025 Dividend yield will be 4.4%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is covered by earnings (64% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 30% per year over the past 6 years. However, payments have been volatile during that time. EPS is expected to grow by 56% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • May 17Mo-BRUK S.A. announces Annual dividend, payable on October 30, 2025Mo-BRUK S.A. announced Annual dividend of PLN 13.1700 per share payable on October 30, 2025, ex-date on July 29, 2025 and record date on July 30, 2025.
Reported Earnings • Apr 27Full year 2024 earnings released: EPS: zł20.02 (vs zł22.45 in FY 2023)Full year 2024 results: EPS: zł20.02 (down from zł22.45 in FY 2023). Revenue: zł283.9m (up 20% from FY 2023). Net income: zł70.5m (down 11% from FY 2023). Profit margin: 25% (down from 33% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Commercial Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
분석 기사 • Nov 22Mo-BRUK's (WSE:MBR) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsThe market rallied behind Mo-BRUK S.A.'s ( WSE:MBR ) stock, leading do a rise in the share price after its recent weak...
분석 기사 • Nov 18Mo-BRUK S.A. Just Recorded A 15% Revenue Beat: Here's What Analysts ThinkIt's been a pretty great week for Mo-BRUK S.A. ( WSE:MBR ) shareholders, with its shares surging 15% to zł322 in the...
Reported Earnings • Nov 18Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: zł80.0m (up 39% from 3Q 2023). Net income: zł24.7m (up 18% from 3Q 2023). Profit margin: 31% (down from 36% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Commercial Services industry in Europe.
분석 기사 • Nov 15Under The Bonnet, Mo-BRUK's (WSE:MBR) Returns Look ImpressiveDid you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
Reported Earnings • Aug 30Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: zł65.3m (up 15% from 2Q 2023). Net income: zł17.0m (down 19% from 2Q 2023). Profit margin: 26% (down from 37% in 2Q 2023). 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 5.2% growth forecast for the Commercial Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Jul 22Upcoming dividend of zł13.17 per shareEligible shareholders must have bought the stock before 29 July 2024. Payment date: 30 October 2024. Payout ratio is a comfortable 54% but the company is not cash flow positive. Trailing yield: 4.4%. Lower than top quartile of Polish dividend payers (7.9%). Lower than average of industry peers (5.0%).
공시 • Jun 01Mo-BRUK S.A., Annual General Meeting, Jun 24, 2024Mo-BRUK S.A., Annual General Meeting, Jun 24, 2024.
공시 • May 31Mo-Bruk Recommends Dividend Payments for 2023, Payable on October 30, 2024Mo-Bruk's management board recommends earmarking PLN 46.3 million (EUR 10.85 million) for dividend payments for 2023, which translates into PLN 13.17 (EUR 3.09) per share, the company said in a market filling. The proposed dividend date is July 30, and the dividend payment date is October 30, 2024.
분석 기사 • May 03Earnings Troubles May Signal Larger Issues for Mo-BRUK (WSE:MBR) ShareholdersThe subdued market reaction suggests that Mo-BRUK S.A.'s ( WSE:MBR ) recent earnings didn't contain any surprises. Our...
Reported Earnings • Apr 30Full year 2023 earnings released: EPS: zł22.45 (vs zł26.23 in FY 2022)Full year 2023 results: EPS: zł22.45 (down from zł26.23 in FY 2022). Revenue: zł237.0m (down 2.6% from FY 2022). Net income: zł78.9m (down 14% from FY 2022). Profit margin: 33% (down from 38% in FY 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Commercial Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 5% per year and the company’s share price has also fallen by 5% per year.
Major Estimate Revision • Feb 06Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from zł236.4m to zł228.3m. EPS estimate also fell from zł26.27 per share to zł22.84 per share. Net income forecast to grow 2.2% next year vs 29% growth forecast for Commercial Services industry in Poland. Consensus price target broadly unchanged at zł365. Share price rose 5.5% to zł328 over the past week.
공시 • Jan 26+ 3 more updatesMo-BRUK S.A. to Report Fiscal Year 2023 Final Results on Apr 25, 2024Mo-BRUK S.A. announced that they will report fiscal year 2023 final results on Apr 25, 2024
Reported Earnings • Nov 14Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: zł57.5m (down 6.1% from 3Q 2022). Net income: zł20.9m (down 7.1% from 3Q 2022). Profit margin: 36% (in line with 3Q 2022). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Commercial Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Major Estimate Revision • Sep 06Consensus EPS estimates fall by 24%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from zł255.5m to zł248.5m. EPS estimate also fell from zł30.02 per share to zł22.69 per share. Net income forecast to grow 11% next year vs 19% growth forecast for Commercial Services industry in Poland. Consensus price target down from zł378 to zł368. Share price fell 2.6% to zł280 over the past week.
Reported Earnings • Aug 20Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: zł57.0m (down 8.2% from 2Q 2022). Net income: zł21.0m (down 21% from 2Q 2022). Profit margin: 37% (down from 43% in 2Q 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Commercial Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jun 23Upcoming dividend of zł13.17 per share at 11% yieldEligible shareholders must have bought the stock before 30 June 2023. Payment date: 10 July 2023. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 11%. Within top quartile of Polish dividend payers (7.3%). Higher than average of industry peers (7.1%).
Major Estimate Revision • Jun 09Consensus EPS estimates fall by 19%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from zł35.66 to zł28.94 per share. Revenue forecast steady at zł259.7m. Net income forecast to grow 13% next year vs 20% growth forecast for Commercial Services industry in Poland. Consensus price target down from zł391 to zł380. Share price rose 4.1% to zł292 over the past week.
공시 • Jun 02Mo-BRUK S.A., Annual General Meeting, Jun 26, 2023Mo-BRUK S.A., Annual General Meeting, Jun 26, 2023, at 12:00 Central European Standard Time.
Price Target Changed • May 31Price target increased by 8.1% to zł391Up from zł361, the current price target is an average from 4 analysts. New target price is 41% above last closing price of zł278. Stock is down 13% over the past year. The company is forecast to post earnings per share of zł35.66 for next year compared to zł26.23 last year.
Valuation Update With 7 Day Price Move • Apr 06Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to zł286, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 14x in the Commercial Services industry in Europe. Total returns to shareholders of 105% over the past three years.
분석 기사 • Mar 30Are Investors Undervaluing Mo-BRUK S.A. (WSE:MBR) By 38%?Key Insights Using the 2 Stage Free Cash Flow to Equity, Mo-BRUK fair value estimate is zł550 Current share price of...
공시 • Feb 03+ 3 more updatesMo-BRUK S.A. to Report Q3, 2023 Results on Nov 09, 2023Mo-BRUK S.A. announced that they will report Q3, 2023 results on Nov 09, 2023
Price Target Changed • Nov 16Price target decreased to zł410Down from zł466, the current price target is an average from 2 analysts. New target price is 46% above last closing price of zł281. Stock is down 30% over the past year. The company is forecast to post earnings per share of zł30.75 for next year compared to zł32.73 last year.
Reported Earnings • Aug 20Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: zł62.0m (down 13% from 2Q 2021). Net income: zł26.7m (down 3.9% from 2Q 2021). Profit margin: 43% (up from 39% in 2Q 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 16%, compared to a 16% growth forecast for the Commercial Services industry in Poland. Over the last 3 years on average, earnings per share has increased by 48% per year whereas the company’s share price has increased by 44% per year.
Valuation Update With 7 Day Price Move • Aug 18Investor sentiment improved over the past weekAfter last week's 19% share price gain to zł345, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 14x in the Commercial Services industry in Europe. Total returns to shareholders of 265% over the past three years.
Price Target Changed • Jul 27Price target decreased to zł441Down from zł497, the current price target is an average from 3 analysts. New target price is 60% above last closing price of zł276. Stock is down 16% over the past year. The company posted earnings per share of zł32.73 last year.
Reported Earnings • May 14First quarter 2022 earnings: Revenues exceed analyst expectationsFirst quarter 2022 results: Revenue: zł49.6m (down 18% from 1Q 2021). Net income: zł18.9m (down 32% from 1Q 2021). Profit margin: 38% (down from 46% in 1Q 2021). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 3.6%. Over the next year, revenue is forecast to grow 10%, compared to a 26% growth forecast for the industry in Poland. Over the last 3 years on average, earnings per share has increased by 55% per year whereas the company’s share price has increased by 57% per year.
Price Target Changed • Apr 27Price target increased to zł502Up from zł449, the current price target is an average from 2 analysts. New target price is 29% above last closing price of zł390. Stock is down 0.8% over the past year. The company is forecast to post earnings per share of zł32.61 for next year compared to zł22.12 last year.
Upcoming Dividend • Apr 27Upcoming dividend of zł31.50 per shareEligible shareholders must have bought the stock before 02 May 2022. Payment date: 06 May 2022. Payout ratio is a comfortable 63% and this is well supported by cash flows. Trailing yield: 5.2%. Lower than top quartile of Polish dividend payers (7.4%). Lower than average of industry peers (7.4%).
공시 • Apr 27Mo-Bruk S.A. Recommends Dividend Payment for the Year 2021Mo-BRUK S.A. recommended paying out PLN 31.5 DPS or PLN 110.7 million, i.e. almost the entire 2021 profit.
공시 • Apr 01Mo-BRUK S.A., Annual General Meeting, Apr 25, 2022Mo-BRUK S.A., Annual General Meeting, Apr 25, 2022, at 12:00 Central European Standard Time.
분석 기사 • Nov 17Should You Be Adding Mo-BRUK (WSE:MBR) To Your Watchlist Today?It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...
Price Target Changed • Nov 15Price target increased to zł449Up from zł380, the current price target is provided by 1 analyst. New target price is 14% above last closing price of zł395. Stock is up 20% over the past year. The company posted earnings per share of zł22.12 last year.
Reported Earnings • Nov 11Third quarter 2021 earnings releasedThe company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: zł67.2m (up 32% from 3Q 2020). Net income: zł30.8m (up 16% from 3Q 2020). Profit margin: 46% (down from 52% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has increased by 101% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Jul 07Price target decreased to zł380Down from zł429, the current price target is provided by 1 analyst. New target price is 14% above last closing price of zł334. Stock is up 55% over the past year.
Upcoming Dividend • Jun 08Upcoming dividend of zł20.15 per shareEligible shareholders must have bought the stock before 15 June 2021. Payment date: 30 June 2021. Trailing yield: 5.8%. Within top quartile of Polish dividend payers (5.6%). In line with average of industry peers (5.6%).
공시 • May 08Mo-BRUK S.A. Recommends Dividend for the Year 2020Mo-Bruk announced that the company recommends paying out PLN 20.15 DPS or PLN 70.78 million, almost the entire 2020 profit.
Reported Earnings • May 04Full year 2020 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: zł178.5m (up 37% from FY 2019). Net income: zł78.7m (up 96% from FY 2019). Profit margin: 44% (up from 31% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has increased by 129% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Mar 09Calculating The Intrinsic Value Of Mo-BRUK S.A. (WSE:MBR)Today we will run through one way of estimating the intrinsic value of Mo-BRUK S.A. ( WSE:MBR ) by projecting its...
분석 기사 • Feb 17Does Mo-BRUK S.A. (WSE:MBR) Have A Place In Your Dividend Portfolio?Could Mo-BRUK S.A. ( WSE:MBR ) be an attractive dividend share to own for the long haul? Investors are often drawn to...
Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improved over the past weekAfter last week's 15% share price gain to zł344, the stock is trading at a trailing P/E ratio of 17.8x, up from the previous P/E ratio of 15.4x. This compares to an average P/E of 13x in the Commercial Services industry in Poland. Total returns to shareholders over the past three years are 1,249%.
Is New 90 Day High Low • Feb 12New 90-day high: zł344The company is up 5.0% from its price of zł328 on 13 November 2020. The Polish market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Commercial Services industry, which is up 13% over the same period.
분석 기사 • Jan 30Do Mo-BRUK's (WSE:MBR) Earnings Warrant Your Attention?Like a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...
공시 • Jan 21+ 3 more updatesMo-BRUK S.A. to Report Q3, 2021 Results on Nov 09, 2021Mo-BRUK S.A. announced that they will report Q3, 2021 results on Nov 09, 2021
Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł286, the stock is trading at a trailing P/E ratio of 14.8x, up from the previous P/E ratio of 12.7x. This compares to an average P/E of 11x in the Commercial Services industry in Poland. Total returns to shareholders over the past three years are 1,219%.
분석 기사 • Jan 09Mo-BRUK S.A.'s (WSE:MBR) Stock's On An Uptrend: Are Strong Financials Guiding The Market?Mo-BRUK's (WSE:MBR) stock is up by a considerable 16% over the past month. Given that the market rewards strong...
분석 기사 • Dec 22What You Need To Know About Mo-BRUK S.A.'s (WSE:MBR) Investor CompositionEvery investor in Mo-BRUK S.A. ( WSE:MBR ) should be aware of the most powerful shareholder groups. Large companies...
Is New 90 Day High Low • Dec 01New 90-day low: zł208The company is down 13% from its price of zł240 on 02 September 2020. The Polish market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Commercial Services industry, which is up 1.0% over the same period.
분석 기사 • Dec 01Calculating The Fair Value Of Mo-BRUK S.A. (WSE:MBR)In this article we are going to estimate the intrinsic value of Mo-BRUK S.A. (WSE:MBR) by estimating the company's...
Valuation Update With 7 Day Price Move • Nov 30Market pulls back on stock over the past weekAfter last week's 16% share price decline to zł272, the stock is trading at a trailing P/E ratio of 14x, down from the previous P/E ratio of 16.7x. This compares to an average P/E of 9x in the Commercial Services industry in Poland. Total returns to shareholders over the past three years are 1,352%.
Valuation Update With 7 Day Price Move • Oct 30Market bids up stock over the past weekAfter last week's 24% share price gain to zł368, the stock is trading at a trailing P/E ratio of 19x, up from the previous P/E ratio of 15.3x. This compares to an average P/E of 10x in the Commercial Services industry in Poland. Total returns to shareholders over the past three years are 1,466%.
Is New 90 Day High Low • Oct 27New 90-day high: zł312The company is up 27% from its price of zł246 on 29 July 2020. The Polish market is down 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is down 2.0% over the same period.
Reported Earnings • Oct 22Third quarter earnings releasedOver the last 12 months the company has reported total profits of zł69.2m, up 108% from the prior year. Total revenue was zł166.1m over the last 12 months, up 41% from the prior year.
공시 • Oct 17Mo-BRUK S.A. to Report Q3, 2020 Results on Oct 19, 2020Mo-BRUK S.A. announced that they will report Q3, 2020 results on Oct 19, 2020
Is New 90 Day High Low • Oct 06New 90-day high: zł266The company is up 23% from its price of zł216 on 08 July 2020. The Polish market is down 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is up 10.0% over the same period.
공시 • Oct 02An unknown buyer signed a contract to acquire Metals Recycling Plant from Mo-BRUK S.A. (WSE:MBR) for PLN 12 million.An unknown buyer signed a contract to acquire Metals Recycling Plant from Mo-BRUK S.A. (WSE:MBR) for PLN 12 million on October 1, 2020. Under the terms, consideration will be paid in installments by December 31, 2021 and has been secured with a mortgage on the property. in 2019, Metals Recycling Plant generated revenue of PLN 1.5 million and EBITDA of PLN -0.3 million.