View Financial HealthArchicom 배당 및 자사주 매입배당 기준 점검 3/6Archicom 은(는) 현재 수익률이 7.57% 인 배당금 지급 회사입니다. 다음 지급일은 31st July, 2026 이며 배당락일은 다음과 같습니다. 16th July, 2026.핵심 정보7.6%배당 수익률n/a자사주 매입 수익률총 주주 수익률n/a미래 배당 수익률11.4%배당 성장률9.6%다음 배당 지급일31 Jul 26배당락일16 Jul 26주당 배당금n/a배당 성향200%최근 배당 및 자사주 매입 업데이트공시 • Apr 30Archicom S.A. announces Annual dividend, payable on July 31, 2026Archicom S.A. announced Annual dividend of PLN 1.8000 per share payable on July 31, 2026, ex-date on July 16, 2026 and record date on July 17, 2026.Upcoming Dividend • Sep 05Upcoming dividend of zł1.96 per shareEligible shareholders must have bought the stock before 12 September 2025. Payment date: 17 November 2025. Payout ratio is a comfortable 47% but the company is not cash flow positive. Trailing yield: 4.4%. Lower than top quartile of Polish dividend payers (7.3%). Lower than average of industry peers (5.9%).Upcoming Dividend • Oct 23Upcoming dividend of zł1.41 per shareEligible shareholders must have bought the stock before 30 October 2024. Payment date: 07 November 2024. Payout ratio is a comfortable 44% but the company is not cash flow positive. Trailing yield: 6.3%. Lower than top quartile of Polish dividend payers (7.8%). Lower than average of industry peers (7.3%).Upcoming Dividend • Jul 03Upcoming dividend of zł0.64 per shareEligible shareholders must have bought the stock before 10 July 2024. Payment date: 25 July 2024. Payout ratio is a comfortable 18% but the company is paying out more than the cash it is generating. Trailing yield: 3.2%. Lower than top quartile of Polish dividend payers (7.6%). Lower than average of industry peers (7.0%).Declared Dividend • May 13Final dividend of zł0.64 announcedShareholders will receive a dividend of zł0.64. Ex-date: 10th July 2024 Payment date: 25th July 2024 Dividend yield will be 3.3%, which is lower than the industry average of 7.3%. Sustainability & Growth Dividend is covered by earnings (89% earnings payout ratio) but not covered by cash flows (146% cash payout ratio). The dividend has increased by an average of 16% per year over the past 8 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • May 11Archicom S.A. Proposes Dividend, Payable on July 25, 2024Archicom S.A. wants to pay a total of PLN 1.1 (EUR 0.26) dividend per share, the company announced in a market filing. management board is proposing that Archicom's annual general meeting set July 11 as the dividend date and July 25, 2024 as the dividend payment date. In total, Archicom wants to allocate PLN 64.3 million (EUR 14.96 million) to the dividend for 2023. This amount consists of PLN 52.64 million (EUR 12.2 million) of net profit from 2023 and funds accumulated in the reserve capital. The final decision on the distribution of profit for the 2023 financial year will be taken by the company's annual general meeting.모든 업데이트 보기Recent updates공시 • May 19Archicom S.A., Annual General Meeting, Jun 16, 2026Archicom S.A., Annual General Meeting, Jun 16, 2026, at 12:00 Central European Standard Time.공시 • Apr 30Archicom S.A. announces Annual dividend, payable on July 31, 2026Archicom S.A. announced Annual dividend of PLN 1.8000 per share payable on July 31, 2026, ex-date on July 16, 2026 and record date on July 17, 2026.New Risk • Apr 10New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 171% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (6.1% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Payout ratio: 200% Cash payout ratio: 399% Minor Risk Large one-off items impacting financial results.Reported Earnings • Mar 29Full year 2025 earnings releasedFull year 2025 results: Revenue: zł961.7m (up 30% from FY 2024). Net income: zł109.7m (down 8.8% from FY 2024). Profit margin: 11% (down from 16% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 33% per year, which means it is well ahead of earnings.Major Estimate Revision • Feb 24Consensus EPS estimates fall by 41%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from zł1.14b to zł1.11b. EPS estimate also fell from zł3.26 per share to zł1.91 per share. Net income forecast to grow 490% next year vs 14% growth forecast for Consumer Durables industry in Poland. Consensus price target up from zł52.92 to zł55.15. Share price fell 3.0% to zł49.30 over the past week.분석 기사 • Feb 13Archicom (WSE:ARH) Seems To Be Using A Lot Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • Dec 06Archicom's (WSE:ARH) Weak Earnings May Only Reveal A Part Of The Whole PictureThe subdued market reaction suggests that Archicom S.A.'s ( WSE:ARH ) recent earnings didn't contain any surprises. We...New Risk • Nov 26New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.1x 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 Risks Interest payments are not well covered by earnings (2.1x net interest cover). Dividend is not well covered by earnings and cash flows. Payout ratio: 128% Cash payout ratio: 225% Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (8.2% net profit margin).Reported Earnings • Nov 26Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: zł198.5m (down 18% from 3Q 2024). Net income: zł6.01m (down 84% from 3Q 2024). Profit margin: 3.0% (down from 16% in 3Q 2024). Revenue is forecast to grow 37% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 33% per year, which means it is well ahead of earnings.분석 기사 • Oct 16News Flash: Analysts Just Made A Notable Upgrade To Their Archicom S.A. (WSE:ARH) ForecastsArchicom S.A. ( WSE:ARH ) shareholders will have a reason to smile today, with the analysts making substantial upgrades...Major Estimate Revision • Oct 15Consensus revenue estimates increase by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from zł1.01b to zł1.12b. EPS estimate unchanged from zł3.26 at last update. Consumer Durables industry in Poland expected to see average net income growth of 50% next year. Consensus price target of zł52.83 unchanged from last update. Share price fell 3.7% to zł44.70 over the past week.분석 기사 • Oct 09Are Investors Undervaluing Archicom S.A. (WSE:ARH) By 36%?Key Insights Using the 2 Stage Free Cash Flow to Equity, Archicom fair value estimate is zł73.01 Current share price of...Reported Earnings • Sep 16Second quarter 2025 earnings released: EPS: zł0.89 (vs zł0.38 loss in 2Q 2024)Second quarter 2025 results: EPS: zł0.89 (up from zł0.38 loss in 2Q 2024). Revenue: zł303.4m (up 487% from 2Q 2024). Net income: zł51.8m (up zł74.1m from 2Q 2024). Profit margin: 17% (up from net loss in 2Q 2024). Revenue is forecast to grow 33% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 36% per year, which means it is well ahead of earnings.Upcoming Dividend • Sep 05Upcoming dividend of zł1.96 per shareEligible shareholders must have bought the stock before 12 September 2025. Payment date: 17 November 2025. Payout ratio is a comfortable 47% but the company is not cash flow positive. Trailing yield: 4.4%. Lower than top quartile of Polish dividend payers (7.3%). Lower than average of industry peers (5.9%).공시 • Aug 21Archicom S.A. to Report First Half, 2025 Results on Sep 16, 2025Archicom S.A. announced that they will report first half, 2025 results on Sep 16, 2025Price Target Changed • Aug 19Price target increased by 21% to zł50.30Up from zł41.56, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of zł49.00. Stock is up 76% over the past year. The company is forecast to post earnings per share of zł2.61 for next year compared to zł2.06 last year.New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Polish stocks, typically moving 6.8% 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 Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.8% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.3% net profit margin).Buy Or Sell Opportunity • Aug 01Now 22% undervaluedOver the last 90 days, the stock has risen 13% to zł47.00. The fair value is estimated to be zł60.09, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has declined by 19%. For the next 3 years, revenue is forecast to grow by 35% per annum. Earnings are also forecast to grow by 46% per annum over the same time period.분석 기사 • Jul 23Is There Now An Opportunity In Archicom S.A. (WSE:ARH)?While Archicom S.A. ( WSE:ARH ) might not have the largest market cap around , it saw a significant share price rise of...Major Estimate Revision • Jul 08Consensus EPS estimates fall by 24%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from zł1.05b to zł1.01b. EPS estimate also fell from zł3.44 per share to zł2.61 per share. Net income forecast to grow 787% next year vs 55% growth forecast for Consumer Durables industry in Poland. Consensus price target up from zł41.56 to zł44.23. Share price rose 4.4% to zł45.20 over the past week.New Risk • Jun 02New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 5.3% Last year net profit margin: 23% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.0x net interest cover). Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.3% net profit margin).분석 기사 • May 01Analysts Are Betting On Archicom S.A. (WSE:ARH) With A Big Upgrade This WeekCelebrations may be in order for Archicom S.A. ( WSE:ARH ) shareholders, with the analysts delivering a significant...Major Estimate Revision • Apr 30Consensus revenue estimates increase by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from zł1.05b to zł1.18b. EPS estimate unchanged at zł3.44. Net income forecast to grow 50% next year vs 50% growth forecast for Consumer Durables industry in Poland. Consensus price target up from zł39.34 to zł41.57. Share price was steady at zł42.10 over the past week.Price Target Changed • Apr 29Price target increased by 8.6% to zł41.57Up from zł38.27, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of zł42.30. Stock is up 24% over the past year. The company is forecast to post earnings per share of zł3.44 for next year compared to zł2.06 last year.Reported Earnings • Mar 26Full year 2024 earnings released: EPS: zł2.06 (vs zł6.71 in FY 2023)Full year 2024 results: EPS: zł2.06 (down from zł6.71 in FY 2023). Revenue: zł742.0m (down 33% from FY 2023). Net income: zł120.3m (down 52% from FY 2023). Profit margin: 16% (down from 23% in FY 2023). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.분석 기사 • Dec 14Market Might Still Lack Some Conviction On Archicom S.A. (WSE:ARH) Even After 28% Share Price BoostArchicom S.A. ( WSE:ARH ) shares have continued their recent momentum with a 28% gain in the last month alone. The last...Valuation Update With 7 Day Price Move • Dec 11Investor sentiment improves as stock rises 20%After last week's 20% share price gain to zł41.50, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 12x in the Consumer Durables industry in Europe. Total returns to shareholders of 175% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł21.23 per share.분석 기사 • Dec 02Archicom's (WSE:ARH) Solid Earnings May Rest On Weak FoundationsThe recent earnings posted by Archicom S.A. ( WSE:ARH ) were solid, but the stock didn't move as much as we expected...Reported Earnings • Nov 26Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: zł242.3m (up 150% from 3Q 2023). Net income: zł38.0m (up 187% from 3Q 2023). Profit margin: 16% (up from 14% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Consumer Durables industry in Poland.Upcoming Dividend • Oct 23Upcoming dividend of zł1.41 per shareEligible shareholders must have bought the stock before 30 October 2024. Payment date: 07 November 2024. Payout ratio is a comfortable 44% but the company is not cash flow positive. Trailing yield: 6.3%. Lower than top quartile of Polish dividend payers (7.8%). Lower than average of industry peers (7.3%).분석 기사 • Oct 17Archicom (WSE:ARH) Has A Pretty Healthy Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Major Estimate Revision • Oct 10Consensus EPS estimates increase by 48%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from zł715.0m to zł781.6m. EPS estimate increased from zł1.54 to zł2.28 per share. Net income forecast to shrink 35% next year vs 15% growth forecast for Consumer Durables industry in Poland . Consensus price target broadly unchanged at zł38.27. Share price fell 3.2% to zł29.80 over the past week.Reported Earnings • Sep 17Second quarter 2024 earnings released: zł0.38 loss per share (vs zł1.39 profit in 2Q 2023)Second quarter 2024 results: zł0.38 loss per share (down from zł1.39 profit in 2Q 2023). Revenue: zł51.7m (down 62% from 2Q 2023). Net loss: zł22.4m (down 163% from profit in 2Q 2023). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Aug 11Analysts' Revenue Estimates For Archicom S.A. (WSE:ARH) Are Surging HigherCelebrations may be in order for Archicom S.A. ( WSE:ARH ) shareholders, with the analysts delivering a significant...Major Estimate Revision • Aug 11Consensus revenue estimates increase by 19%The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from zł600.0m to zł715.0m. EPS estimate unchanged at zł1.54. Net income forecast to shrink 60% next year vs 14% growth forecast for Consumer Durables industry in Poland . Consensus price target up from zł35.60 to zł37.60. Share price rose 2.3% to zł31.10 over the past week.Reported Earnings • Jul 14First quarter 2024 earnings released: EPS: zł1.24 (vs zł0.62 in 1Q 2023)First quarter 2024 results: EPS: zł1.24 (up from zł0.62 in 1Q 2023). Revenue: zł273.6m (up 229% from 1Q 2023). Net income: zł72.7m (up 354% from 1Q 2023). Profit margin: 27% (up from 19% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Jul 03Upcoming dividend of zł0.64 per shareEligible shareholders must have bought the stock before 10 July 2024. Payment date: 25 July 2024. Payout ratio is a comfortable 18% but the company is paying out more than the cash it is generating. Trailing yield: 3.2%. Lower than top quartile of Polish dividend payers (7.6%). Lower than average of industry peers (7.0%).공시 • Jun 06Archicom Introduces 102 Flats for Pre-Sale in WroclawArchicom has launched pre-sales of 102 flats in Wroclaw. Archicom, at Gwarna 5 in Wroclaw flats ranging in size from 25 to 67 square metres will be available for purchase.분석 기사 • May 30Why Archicom's (WSE:ARH) Earnings Are Weaker Than They SeemArchicom S.A. ( WSE:ARH ) recently released a strong earnings report, and the market responded by raising the share...공시 • May 23Archicom S.A., Annual General Meeting, Jun 18, 2024Archicom S.A., Annual General Meeting, Jun 18, 2024.분석 기사 • May 21Is There Now An Opportunity In Archicom S.A. (WSE:ARH)?Archicom S.A. ( WSE:ARH ), might not be a large cap stock, but it saw a significant share price rise of 43% in the past...Declared Dividend • May 13Final dividend of zł0.64 announcedShareholders will receive a dividend of zł0.64. Ex-date: 10th July 2024 Payment date: 25th July 2024 Dividend yield will be 3.3%, which is lower than the industry average of 7.3%. Sustainability & Growth Dividend is covered by earnings (89% earnings payout ratio) but not covered by cash flows (146% cash payout ratio). The dividend has increased by an average of 16% per year over the past 8 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • May 11Archicom S.A. Proposes Dividend, Payable on July 25, 2024Archicom S.A. wants to pay a total of PLN 1.1 (EUR 0.26) dividend per share, the company announced in a market filing. management board is proposing that Archicom's annual general meeting set July 11 as the dividend date and July 25, 2024 as the dividend payment date. In total, Archicom wants to allocate PLN 64.3 million (EUR 14.96 million) to the dividend for 2023. This amount consists of PLN 52.64 million (EUR 12.2 million) of net profit from 2023 and funds accumulated in the reserve capital. The final decision on the distribution of profit for the 2023 financial year will be taken by the company's annual general meeting.분석 기사 • Apr 16Archicom S.A.'s (WSE:ARH) Price Is Right But Growth Is Lacking After Shares Rocket 25%Archicom S.A. ( WSE:ARH ) shareholders would be excited to see that the share price has had a great month, posting a...Valuation Update With 7 Day Price Move • Mar 27Investor sentiment improves as stock rises 15%After last week's 15% share price gain to zł33.00, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 13x in the Consumer Durables industry in Europe. Total returns to shareholders of 94% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł22.56 per share.공시 • Jan 26Archicom Introduces to Offer 159 Flats in LodzArchicom announced that it is launching the sale of 159 flats as part of the next stage of the Zenit investment in Lodz.공시 • Jan 23+ 2 more updatesArchicom S.A. to Report Fiscal Year 2023 Results on Mar 26, 2024Archicom S.A. announced that they will report fiscal year 2023 results on Mar 26, 2024Valuation Update With 7 Day Price Move • Nov 29Investor sentiment improves as stock rises 17%After last week's 17% share price gain to zł27.50, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Consumer Durables industry in Poland. Total returns to shareholders of 78% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł46.09 per share.Reported Earnings • Nov 26Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: zł97.0m (down 39% from 3Q 2022). Net income: zł13.2m (down 69% from 3Q 2022). Profit margin: 14% (down from 27% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 32% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.분석 기사 • Sep 28Archicom (WSE:ARH) Is Doing The Right Things To Multiply Its Share PriceDid you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...Reported Earnings • Sep 15Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: zł136.3m (up 84% from 2Q 2022). Net income: zł35.6m (up 308% from 2Q 2022). Profit margin: 26% (up from 12% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 40% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Consumer Durables industry in Poland.분석 기사 • Aug 25Is Archicom (WSE:ARH) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...New Risk • Jul 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Polish stocks, typically moving 7.6% 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 Dividend is not well covered by earnings and cash flows. Payout ratio: 103% Cash payout ratio: 187% Minor Risk Share price has been volatile over the past 3 months (7.6% average weekly change).Valuation Update With 7 Day Price Move • Jul 25Investor sentiment improves as stock rises 29%After last week's 29% share price gain to zł28.80, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 9x in the Consumer Durables industry in Poland. Total returns to shareholders of 132% over the past three years.분석 기사 • Jul 06Rainbows and Unicorns: The Archicom S.A. (WSE:ARH) Analyst Just Became A Lot More OptimisticArchicom S.A. ( WSE:ARH ) shareholders will have a reason to smile today, with the covering analyst making substantial...Upcoming Dividend • Jul 06Upcoming dividend of zł2.12 per share at 13% yieldEligible shareholders must have bought the stock before 13 July 2023. Payment date: 28 July 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 13%. Within top quartile of Polish dividend payers (7.1%). Higher than average of industry peers (9.2%).Major Estimate Revision • Jul 05Consensus revenue estimates increase by 78%The consensus outlook for revenues in fiscal year 2023 has improved. 2023 revenue forecast increased from zł487.3m to zł867.3m. EPS estimate increased from zł2.40 to zł5.16 per share. Net income forecast to grow 110% next year vs 12% decline forecast for Consumer Durables industry in Poland. Consensus price target up from zł17.20 to zł32.44. Share price rose 2.1% to zł24.00 over the past week.공시 • May 26Archicom S.A., Annual General Meeting, Jun 23, 2023Archicom S.A., Annual General Meeting, Jun 23, 2023, at 10:00 Central European Standard Time.Reported Earnings • May 24First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: zł83.2m (down 45% from 1Q 2022). Net income: zł16.0m (down 61% from 1Q 2022). Profit margin: 19% (down from 27% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • May 15Archicom (WSE:ARH) Seems To Use Debt Quite SensiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • Mar 28Full year 2022 earnings releasedFull year 2022 results: Revenue: zł499.7m (down 16% from FY 2021). Net income: zł95.2m (down 15% from FY 2021). Profit margin: 19% (in line with FY 2021). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Poland are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 12% per year.공시 • Jan 26+ 3 more updatesArchicom S.A. to Report Q1, 2023 Results on May 23, 2023Archicom S.A. announced that they will report Q1, 2023 results on May 23, 2023Upcoming Dividend • Nov 30Upcoming dividend of zł1.09 per shareEligible shareholders must have bought the stock before 07 December 2022. Payment date: 15 December 2022. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 6.4%. Lower than top quartile of Polish dividend payers (8.4%). Lower than average of industry peers (11%).Price Target Changed • Nov 16Price target decreased to zł17.20Down from zł25.65, the current price target is provided by 1 analyst. New target price is 9.7% below last closing price of zł19.05. Stock is down 11% over the past year. The company is forecast to post earnings per share of zł3.81 for next year compared to zł4.36 last year.Reported Earnings • Sep 17Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: zł73.9m (down 2.8% from 2Q 2021). Net income: zł8.72m (up 213% from 2Q 2021). Profit margin: 12% (up from 3.7% in 2Q 2021). The increase in margin was driven by lower expenses.Upcoming Dividend • Jul 06Upcoming dividend of zł0.14 per shareEligible shareholders must have bought the stock before 13 July 2022. Payment date: 29 July 2022. Trailing yield: 7.8%. Lower than top quartile of Polish dividend payers (8.4%). Lower than average of industry peers (9.3%).Price Target Changed • Apr 27Price target decreased to zł18.10Down from zł25.65, the current price target is provided by 1 analyst. New target price is 6.5% below last closing price of zł19.35. Stock is down 15% over the past year. The company is forecast to post earnings per share of zł3.92 for next year compared to zł5.18 last year.Major Estimate Revision • Mar 08Consensus revenue estimates increase by 32%The consensus outlook for revenues in 2021 has improved. 2021 revenue forecast increased from zł445.1m to zł589.0m. EPS estimate increased from zł1.94 to zł3.92 per share. Net income forecast to shrink 10% next year vs 16% decline forecast for Consumer Durables industry in Poland. Consensus price target down from zł25.65 to zł18.10. Share price fell 4.3% to zł18.00 over the past week.Price Target Changed • Mar 07Price target decreased to zł18.10Down from zł25.70, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of zł18.75. Stock is down 20% over the past year. The company is forecast to post earnings per share of zł1.94 for next year compared to zł5.18 last year.Reported Earnings • Nov 25Third quarter 2021 earnings: Revenues miss analyst expectationsThird quarter 2021 results: Revenue: zł117.7m (down 5.3% from 3Q 2020). Net income: zł24.8m (up 13% from 3Q 2020). Profit margin: 21% (up from 18% in 3Q 2020). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 10%. Over the next year, revenue is expected to shrink by 22% compared to a 6.9% decline forecast for the industry in Poland. Over the last 3 years on average, earnings per share has increased by 25% 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 • Nov 11Upcoming dividend of zł1.24 per shareEligible shareholders must have bought the stock before 18 November 2021. Payment date: 26 November 2021. Trailing yield: 17%. Within top quartile of Polish dividend payers (6.5%). Higher than average of industry peers (7.2%).Reported Earnings • Sep 18Second quarter 2021 earnings releasedThe company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł76.1m (down 10% from 2Q 2020). Net income: zł2.79m (down 93% from 2Q 2020). Profit margin: 3.7% (down from 48% in 2Q 2020). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jul 02Upcoming dividend of zł1.18 per shareEligible shareholders must have bought the stock before 09 July 2021. Payment date: 27 July 2021. Trailing yield: 10%. Within top quartile of Polish dividend payers (5.7%). Higher than average of industry peers (6.0%).Major Estimate Revision • Jun 10Consensus revenue estimates fall to zł445.1mThe consensus outlook for revenues in 2021 has deteriorated. 2021 revenue forecast decreased from zł593.4m to zł445.1m. EPS estimate fell from zł2.80 to zł1.94 per share. Net income forecast to shrink 55% next year vs 3.1% growth forecast for Consumer Durables industry in Poland . Consensus price target up from zł19.40 to zł25.65. Share price was steady at zł23.80 over the past week.Reported Earnings • Apr 11Full 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: zł669.9m (up 32% from FY 2019). Net income: zł132.8m (up 39% from FY 2019). Profit margin: 20% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.공시 • Feb 20Echo Investment S.A. (WSE:ECH) signed a preliminary agreement to acquire 66% stake in Archicom S.A. (WSE:ARH).Echo Investment S.A. (WSE:ECH) signed a preliminary agreement to acquire 66% stake in Archicom S.A. (WSE:ARH) on February 18, 2021. The condition for its closing is obtaining the consent of the antimonopoly office. JLL, EY, Dentons and cmT advised Echo Investment in this transaction분석 기사 • Feb 11At zł24.30, Is Archicom S.A. (WSE:ARH) Worth Looking At Closely?Archicom S.A. ( WSE:ARH ), might not be a large cap stock, but it received a lot of attention from a substantial price...공시 • Jan 29+ 3 more updatesArchicom S.A. to Report Q3, 2021 Results on Nov 26, 2021Archicom S.A. announced that they will report Q3, 2021 results on Nov 26, 2021분석 기사 • Jan 24Did You Participate In Any Of Archicom's (WSE:ARH) Fantastic 116% Return ?By buying an index fund, you can roughly match the market return with ease. But many of us dare to dream of bigger...분석 기사 • Jan 06Is Archicom (WSE:ARH) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Is New 90 Day High Low • Dec 28New 90-day high: zł23.10The company is up 27% from its price of zł18.15 on 29 September 2020. The Polish market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is zł16.89 per share.분석 기사 • Dec 16Archicom S.A.'s (WSE:ARH) Stock's On An Uptrend: Are Strong Financials Guiding The Market?Archicom's (WSE:ARH) stock is up by a considerable 15% over the past three months. Given that the market rewards strong...분석 기사 • Dec 01We're Not Counting On Archicom (WSE:ARH) To Sustain Its Statutory ProfitabilityIt might be old fashioned, but we really like to invest in companies that make a profit, each and every year. That...Analyst Estimate Surprise Post Earnings • Nov 20Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) also surpassed analyst estimates by 9.0%. Over the next year, revenue is forecast to grow 21%, compared to a 7.9% growth forecast for the Consumer Durables industry in Poland.Upcoming Dividend • Nov 12Upcoming Dividend of zł2.53 Per ShareWill be paid on the 27th of November to those who are registered shareholders by the 19th of November. The company last paid an ordinary dividend in November 2019. The average dividend yield among industry peers is 7.1%.Is New 90 Day High Low • Nov 10New 90-day high: zł20.10The company is up 3.0% from its price of zł19.60 on 11 August 2020. The Polish market is down 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is zł13.93 per share.Reported Earnings • Sep 19First half earnings releasedOver the last 12 months the company has reported total profits of zł106.4m, up 4.3% from the prior year. Total revenue was zł485.0m over the last 12 months, down 23% from the prior year.예정된 배당 지급오늘May 22 2026배당락일Jul 16 2026배당 지급일Jul 31 202615 days (배당락일 기준)다음 배당금을 받으려면 앞으로 54 days일 이내에 매수하세요지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: ARH 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.배당금 증가: ARH 의 배당금 지급은 지난 10 년 동안 증가했습니다.배당 수익률 vs 시장Archicom 배당 수익률 vs 시장ARH의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (ARH)7.6%시장 하위 25% (PL)2.7%시장 상위 25% (PL)7.3%업계 평균 (Consumer Durables)6.4%분석가 예측 (ARH) (최대 3년)11.4%주목할만한 배당금: ARH 의 배당금( 7.57% )은 Polish 시장에서 배당금 지급자의 하위 25%( 2.68% )보다 높습니다.고배당: ARH 의 배당금( 7.57% )은 Polish 시장( 7.33% )주주 대상 이익 배당수익 보장: 지급 비율 ( 200% )이 높기 때문에 ARH 의 배당금 지급은 수익으로 잘 충당되지 않습니다.주주 현금 배당현금 흐름 범위: 현금 지급 비율 ( 464.6% )이 높기 때문에 ARH 의 배당금 지급은 현금 흐름으로 잘 충당되지 않습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YPL 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/21 16:09종가2026/05/21 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 소스Archicom S.A.는 4명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Beata Szparaga-WasniewskaBiuro maklerskie mBankuCezary BernatekErste Group Bank AGAdrian GórniakIpopema Securities S.A.1명의 분석가 더 보기
공시 • Apr 30Archicom S.A. announces Annual dividend, payable on July 31, 2026Archicom S.A. announced Annual dividend of PLN 1.8000 per share payable on July 31, 2026, ex-date on July 16, 2026 and record date on July 17, 2026.
Upcoming Dividend • Sep 05Upcoming dividend of zł1.96 per shareEligible shareholders must have bought the stock before 12 September 2025. Payment date: 17 November 2025. Payout ratio is a comfortable 47% but the company is not cash flow positive. Trailing yield: 4.4%. Lower than top quartile of Polish dividend payers (7.3%). Lower than average of industry peers (5.9%).
Upcoming Dividend • Oct 23Upcoming dividend of zł1.41 per shareEligible shareholders must have bought the stock before 30 October 2024. Payment date: 07 November 2024. Payout ratio is a comfortable 44% but the company is not cash flow positive. Trailing yield: 6.3%. Lower than top quartile of Polish dividend payers (7.8%). Lower than average of industry peers (7.3%).
Upcoming Dividend • Jul 03Upcoming dividend of zł0.64 per shareEligible shareholders must have bought the stock before 10 July 2024. Payment date: 25 July 2024. Payout ratio is a comfortable 18% but the company is paying out more than the cash it is generating. Trailing yield: 3.2%. Lower than top quartile of Polish dividend payers (7.6%). Lower than average of industry peers (7.0%).
Declared Dividend • May 13Final dividend of zł0.64 announcedShareholders will receive a dividend of zł0.64. Ex-date: 10th July 2024 Payment date: 25th July 2024 Dividend yield will be 3.3%, which is lower than the industry average of 7.3%. Sustainability & Growth Dividend is covered by earnings (89% earnings payout ratio) but not covered by cash flows (146% cash payout ratio). The dividend has increased by an average of 16% per year over the past 8 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • May 11Archicom S.A. Proposes Dividend, Payable on July 25, 2024Archicom S.A. wants to pay a total of PLN 1.1 (EUR 0.26) dividend per share, the company announced in a market filing. management board is proposing that Archicom's annual general meeting set July 11 as the dividend date and July 25, 2024 as the dividend payment date. In total, Archicom wants to allocate PLN 64.3 million (EUR 14.96 million) to the dividend for 2023. This amount consists of PLN 52.64 million (EUR 12.2 million) of net profit from 2023 and funds accumulated in the reserve capital. The final decision on the distribution of profit for the 2023 financial year will be taken by the company's annual general meeting.
공시 • May 19Archicom S.A., Annual General Meeting, Jun 16, 2026Archicom S.A., Annual General Meeting, Jun 16, 2026, at 12:00 Central European Standard Time.
공시 • Apr 30Archicom S.A. announces Annual dividend, payable on July 31, 2026Archicom S.A. announced Annual dividend of PLN 1.8000 per share payable on July 31, 2026, ex-date on July 16, 2026 and record date on July 17, 2026.
New Risk • Apr 10New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 171% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (6.1% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Payout ratio: 200% Cash payout ratio: 399% Minor Risk Large one-off items impacting financial results.
Reported Earnings • Mar 29Full year 2025 earnings releasedFull year 2025 results: Revenue: zł961.7m (up 30% from FY 2024). Net income: zł109.7m (down 8.8% from FY 2024). Profit margin: 11% (down from 16% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 33% per year, which means it is well ahead of earnings.
Major Estimate Revision • Feb 24Consensus EPS estimates fall by 41%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from zł1.14b to zł1.11b. EPS estimate also fell from zł3.26 per share to zł1.91 per share. Net income forecast to grow 490% next year vs 14% growth forecast for Consumer Durables industry in Poland. Consensus price target up from zł52.92 to zł55.15. Share price fell 3.0% to zł49.30 over the past week.
분석 기사 • Feb 13Archicom (WSE:ARH) Seems To Be Using A Lot Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 • Dec 06Archicom's (WSE:ARH) Weak Earnings May Only Reveal A Part Of The Whole PictureThe subdued market reaction suggests that Archicom S.A.'s ( WSE:ARH ) recent earnings didn't contain any surprises. We...
New Risk • Nov 26New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.1x 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 Risks Interest payments are not well covered by earnings (2.1x net interest cover). Dividend is not well covered by earnings and cash flows. Payout ratio: 128% Cash payout ratio: 225% Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (8.2% net profit margin).
Reported Earnings • Nov 26Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: zł198.5m (down 18% from 3Q 2024). Net income: zł6.01m (down 84% from 3Q 2024). Profit margin: 3.0% (down from 16% in 3Q 2024). Revenue is forecast to grow 37% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 33% per year, which means it is well ahead of earnings.
분석 기사 • Oct 16News Flash: Analysts Just Made A Notable Upgrade To Their Archicom S.A. (WSE:ARH) ForecastsArchicom S.A. ( WSE:ARH ) shareholders will have a reason to smile today, with the analysts making substantial upgrades...
Major Estimate Revision • Oct 15Consensus revenue estimates increase by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from zł1.01b to zł1.12b. EPS estimate unchanged from zł3.26 at last update. Consumer Durables industry in Poland expected to see average net income growth of 50% next year. Consensus price target of zł52.83 unchanged from last update. Share price fell 3.7% to zł44.70 over the past week.
분석 기사 • Oct 09Are Investors Undervaluing Archicom S.A. (WSE:ARH) By 36%?Key Insights Using the 2 Stage Free Cash Flow to Equity, Archicom fair value estimate is zł73.01 Current share price of...
Reported Earnings • Sep 16Second quarter 2025 earnings released: EPS: zł0.89 (vs zł0.38 loss in 2Q 2024)Second quarter 2025 results: EPS: zł0.89 (up from zł0.38 loss in 2Q 2024). Revenue: zł303.4m (up 487% from 2Q 2024). Net income: zł51.8m (up zł74.1m from 2Q 2024). Profit margin: 17% (up from net loss in 2Q 2024). Revenue is forecast to grow 33% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 36% per year, which means it is well ahead of earnings.
Upcoming Dividend • Sep 05Upcoming dividend of zł1.96 per shareEligible shareholders must have bought the stock before 12 September 2025. Payment date: 17 November 2025. Payout ratio is a comfortable 47% but the company is not cash flow positive. Trailing yield: 4.4%. Lower than top quartile of Polish dividend payers (7.3%). Lower than average of industry peers (5.9%).
공시 • Aug 21Archicom S.A. to Report First Half, 2025 Results on Sep 16, 2025Archicom S.A. announced that they will report first half, 2025 results on Sep 16, 2025
Price Target Changed • Aug 19Price target increased by 21% to zł50.30Up from zł41.56, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of zł49.00. Stock is up 76% over the past year. The company is forecast to post earnings per share of zł2.61 for next year compared to zł2.06 last year.
New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Polish stocks, typically moving 6.8% 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 Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.8% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.3% net profit margin).
Buy Or Sell Opportunity • Aug 01Now 22% undervaluedOver the last 90 days, the stock has risen 13% to zł47.00. The fair value is estimated to be zł60.09, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has declined by 19%. For the next 3 years, revenue is forecast to grow by 35% per annum. Earnings are also forecast to grow by 46% per annum over the same time period.
분석 기사 • Jul 23Is There Now An Opportunity In Archicom S.A. (WSE:ARH)?While Archicom S.A. ( WSE:ARH ) might not have the largest market cap around , it saw a significant share price rise of...
Major Estimate Revision • Jul 08Consensus EPS estimates fall by 24%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from zł1.05b to zł1.01b. EPS estimate also fell from zł3.44 per share to zł2.61 per share. Net income forecast to grow 787% next year vs 55% growth forecast for Consumer Durables industry in Poland. Consensus price target up from zł41.56 to zł44.23. Share price rose 4.4% to zł45.20 over the past week.
New Risk • Jun 02New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 5.3% Last year net profit margin: 23% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.0x net interest cover). Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.3% net profit margin).
분석 기사 • May 01Analysts Are Betting On Archicom S.A. (WSE:ARH) With A Big Upgrade This WeekCelebrations may be in order for Archicom S.A. ( WSE:ARH ) shareholders, with the analysts delivering a significant...
Major Estimate Revision • Apr 30Consensus revenue estimates increase by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from zł1.05b to zł1.18b. EPS estimate unchanged at zł3.44. Net income forecast to grow 50% next year vs 50% growth forecast for Consumer Durables industry in Poland. Consensus price target up from zł39.34 to zł41.57. Share price was steady at zł42.10 over the past week.
Price Target Changed • Apr 29Price target increased by 8.6% to zł41.57Up from zł38.27, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of zł42.30. Stock is up 24% over the past year. The company is forecast to post earnings per share of zł3.44 for next year compared to zł2.06 last year.
Reported Earnings • Mar 26Full year 2024 earnings released: EPS: zł2.06 (vs zł6.71 in FY 2023)Full year 2024 results: EPS: zł2.06 (down from zł6.71 in FY 2023). Revenue: zł742.0m (down 33% from FY 2023). Net income: zł120.3m (down 52% from FY 2023). Profit margin: 16% (down from 23% in FY 2023). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.
분석 기사 • Dec 14Market Might Still Lack Some Conviction On Archicom S.A. (WSE:ARH) Even After 28% Share Price BoostArchicom S.A. ( WSE:ARH ) shares have continued their recent momentum with a 28% gain in the last month alone. The last...
Valuation Update With 7 Day Price Move • Dec 11Investor sentiment improves as stock rises 20%After last week's 20% share price gain to zł41.50, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 12x in the Consumer Durables industry in Europe. Total returns to shareholders of 175% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł21.23 per share.
분석 기사 • Dec 02Archicom's (WSE:ARH) Solid Earnings May Rest On Weak FoundationsThe recent earnings posted by Archicom S.A. ( WSE:ARH ) were solid, but the stock didn't move as much as we expected...
Reported Earnings • Nov 26Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: zł242.3m (up 150% from 3Q 2023). Net income: zł38.0m (up 187% from 3Q 2023). Profit margin: 16% (up from 14% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Consumer Durables industry in Poland.
Upcoming Dividend • Oct 23Upcoming dividend of zł1.41 per shareEligible shareholders must have bought the stock before 30 October 2024. Payment date: 07 November 2024. Payout ratio is a comfortable 44% but the company is not cash flow positive. Trailing yield: 6.3%. Lower than top quartile of Polish dividend payers (7.8%). Lower than average of industry peers (7.3%).
분석 기사 • Oct 17Archicom (WSE:ARH) Has A Pretty Healthy Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Major Estimate Revision • Oct 10Consensus EPS estimates increase by 48%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from zł715.0m to zł781.6m. EPS estimate increased from zł1.54 to zł2.28 per share. Net income forecast to shrink 35% next year vs 15% growth forecast for Consumer Durables industry in Poland . Consensus price target broadly unchanged at zł38.27. Share price fell 3.2% to zł29.80 over the past week.
Reported Earnings • Sep 17Second quarter 2024 earnings released: zł0.38 loss per share (vs zł1.39 profit in 2Q 2023)Second quarter 2024 results: zł0.38 loss per share (down from zł1.39 profit in 2Q 2023). Revenue: zł51.7m (down 62% from 2Q 2023). Net loss: zł22.4m (down 163% from profit in 2Q 2023). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Aug 11Analysts' Revenue Estimates For Archicom S.A. (WSE:ARH) Are Surging HigherCelebrations may be in order for Archicom S.A. ( WSE:ARH ) shareholders, with the analysts delivering a significant...
Major Estimate Revision • Aug 11Consensus revenue estimates increase by 19%The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from zł600.0m to zł715.0m. EPS estimate unchanged at zł1.54. Net income forecast to shrink 60% next year vs 14% growth forecast for Consumer Durables industry in Poland . Consensus price target up from zł35.60 to zł37.60. Share price rose 2.3% to zł31.10 over the past week.
Reported Earnings • Jul 14First quarter 2024 earnings released: EPS: zł1.24 (vs zł0.62 in 1Q 2023)First quarter 2024 results: EPS: zł1.24 (up from zł0.62 in 1Q 2023). Revenue: zł273.6m (up 229% from 1Q 2023). Net income: zł72.7m (up 354% from 1Q 2023). Profit margin: 27% (up from 19% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Jul 03Upcoming dividend of zł0.64 per shareEligible shareholders must have bought the stock before 10 July 2024. Payment date: 25 July 2024. Payout ratio is a comfortable 18% but the company is paying out more than the cash it is generating. Trailing yield: 3.2%. Lower than top quartile of Polish dividend payers (7.6%). Lower than average of industry peers (7.0%).
공시 • Jun 06Archicom Introduces 102 Flats for Pre-Sale in WroclawArchicom has launched pre-sales of 102 flats in Wroclaw. Archicom, at Gwarna 5 in Wroclaw flats ranging in size from 25 to 67 square metres will be available for purchase.
분석 기사 • May 30Why Archicom's (WSE:ARH) Earnings Are Weaker Than They SeemArchicom S.A. ( WSE:ARH ) recently released a strong earnings report, and the market responded by raising the share...
공시 • May 23Archicom S.A., Annual General Meeting, Jun 18, 2024Archicom S.A., Annual General Meeting, Jun 18, 2024.
분석 기사 • May 21Is There Now An Opportunity In Archicom S.A. (WSE:ARH)?Archicom S.A. ( WSE:ARH ), might not be a large cap stock, but it saw a significant share price rise of 43% in the past...
Declared Dividend • May 13Final dividend of zł0.64 announcedShareholders will receive a dividend of zł0.64. Ex-date: 10th July 2024 Payment date: 25th July 2024 Dividend yield will be 3.3%, which is lower than the industry average of 7.3%. Sustainability & Growth Dividend is covered by earnings (89% earnings payout ratio) but not covered by cash flows (146% cash payout ratio). The dividend has increased by an average of 16% per year over the past 8 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • May 11Archicom S.A. Proposes Dividend, Payable on July 25, 2024Archicom S.A. wants to pay a total of PLN 1.1 (EUR 0.26) dividend per share, the company announced in a market filing. management board is proposing that Archicom's annual general meeting set July 11 as the dividend date and July 25, 2024 as the dividend payment date. In total, Archicom wants to allocate PLN 64.3 million (EUR 14.96 million) to the dividend for 2023. This amount consists of PLN 52.64 million (EUR 12.2 million) of net profit from 2023 and funds accumulated in the reserve capital. The final decision on the distribution of profit for the 2023 financial year will be taken by the company's annual general meeting.
분석 기사 • Apr 16Archicom S.A.'s (WSE:ARH) Price Is Right But Growth Is Lacking After Shares Rocket 25%Archicom S.A. ( WSE:ARH ) shareholders would be excited to see that the share price has had a great month, posting a...
Valuation Update With 7 Day Price Move • Mar 27Investor sentiment improves as stock rises 15%After last week's 15% share price gain to zł33.00, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 13x in the Consumer Durables industry in Europe. Total returns to shareholders of 94% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł22.56 per share.
공시 • Jan 26Archicom Introduces to Offer 159 Flats in LodzArchicom announced that it is launching the sale of 159 flats as part of the next stage of the Zenit investment in Lodz.
공시 • Jan 23+ 2 more updatesArchicom S.A. to Report Fiscal Year 2023 Results on Mar 26, 2024Archicom S.A. announced that they will report fiscal year 2023 results on Mar 26, 2024
Valuation Update With 7 Day Price Move • Nov 29Investor sentiment improves as stock rises 17%After last week's 17% share price gain to zł27.50, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Consumer Durables industry in Poland. Total returns to shareholders of 78% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł46.09 per share.
Reported Earnings • Nov 26Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: zł97.0m (down 39% from 3Q 2022). Net income: zł13.2m (down 69% from 3Q 2022). Profit margin: 14% (down from 27% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 32% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
분석 기사 • Sep 28Archicom (WSE:ARH) Is Doing The Right Things To Multiply Its Share PriceDid you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...
Reported Earnings • Sep 15Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: zł136.3m (up 84% from 2Q 2022). Net income: zł35.6m (up 308% from 2Q 2022). Profit margin: 26% (up from 12% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 40% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Consumer Durables industry in Poland.
분석 기사 • Aug 25Is Archicom (WSE:ARH) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
New Risk • Jul 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Polish stocks, typically moving 7.6% 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 Dividend is not well covered by earnings and cash flows. Payout ratio: 103% Cash payout ratio: 187% Minor Risk Share price has been volatile over the past 3 months (7.6% average weekly change).
Valuation Update With 7 Day Price Move • Jul 25Investor sentiment improves as stock rises 29%After last week's 29% share price gain to zł28.80, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 9x in the Consumer Durables industry in Poland. Total returns to shareholders of 132% over the past three years.
분석 기사 • Jul 06Rainbows and Unicorns: The Archicom S.A. (WSE:ARH) Analyst Just Became A Lot More OptimisticArchicom S.A. ( WSE:ARH ) shareholders will have a reason to smile today, with the covering analyst making substantial...
Upcoming Dividend • Jul 06Upcoming dividend of zł2.12 per share at 13% yieldEligible shareholders must have bought the stock before 13 July 2023. Payment date: 28 July 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 13%. Within top quartile of Polish dividend payers (7.1%). Higher than average of industry peers (9.2%).
Major Estimate Revision • Jul 05Consensus revenue estimates increase by 78%The consensus outlook for revenues in fiscal year 2023 has improved. 2023 revenue forecast increased from zł487.3m to zł867.3m. EPS estimate increased from zł2.40 to zł5.16 per share. Net income forecast to grow 110% next year vs 12% decline forecast for Consumer Durables industry in Poland. Consensus price target up from zł17.20 to zł32.44. Share price rose 2.1% to zł24.00 over the past week.
공시 • May 26Archicom S.A., Annual General Meeting, Jun 23, 2023Archicom S.A., Annual General Meeting, Jun 23, 2023, at 10:00 Central European Standard Time.
Reported Earnings • May 24First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: zł83.2m (down 45% from 1Q 2022). Net income: zł16.0m (down 61% from 1Q 2022). Profit margin: 19% (down from 27% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • May 15Archicom (WSE:ARH) Seems To Use Debt Quite SensiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Mar 28Full year 2022 earnings releasedFull year 2022 results: Revenue: zł499.7m (down 16% from FY 2021). Net income: zł95.2m (down 15% from FY 2021). Profit margin: 19% (in line with FY 2021). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Poland are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 12% per year.
공시 • Jan 26+ 3 more updatesArchicom S.A. to Report Q1, 2023 Results on May 23, 2023Archicom S.A. announced that they will report Q1, 2023 results on May 23, 2023
Upcoming Dividend • Nov 30Upcoming dividend of zł1.09 per shareEligible shareholders must have bought the stock before 07 December 2022. Payment date: 15 December 2022. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 6.4%. Lower than top quartile of Polish dividend payers (8.4%). Lower than average of industry peers (11%).
Price Target Changed • Nov 16Price target decreased to zł17.20Down from zł25.65, the current price target is provided by 1 analyst. New target price is 9.7% below last closing price of zł19.05. Stock is down 11% over the past year. The company is forecast to post earnings per share of zł3.81 for next year compared to zł4.36 last year.
Reported Earnings • Sep 17Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: zł73.9m (down 2.8% from 2Q 2021). Net income: zł8.72m (up 213% from 2Q 2021). Profit margin: 12% (up from 3.7% in 2Q 2021). The increase in margin was driven by lower expenses.
Upcoming Dividend • Jul 06Upcoming dividend of zł0.14 per shareEligible shareholders must have bought the stock before 13 July 2022. Payment date: 29 July 2022. Trailing yield: 7.8%. Lower than top quartile of Polish dividend payers (8.4%). Lower than average of industry peers (9.3%).
Price Target Changed • Apr 27Price target decreased to zł18.10Down from zł25.65, the current price target is provided by 1 analyst. New target price is 6.5% below last closing price of zł19.35. Stock is down 15% over the past year. The company is forecast to post earnings per share of zł3.92 for next year compared to zł5.18 last year.
Major Estimate Revision • Mar 08Consensus revenue estimates increase by 32%The consensus outlook for revenues in 2021 has improved. 2021 revenue forecast increased from zł445.1m to zł589.0m. EPS estimate increased from zł1.94 to zł3.92 per share. Net income forecast to shrink 10% next year vs 16% decline forecast for Consumer Durables industry in Poland. Consensus price target down from zł25.65 to zł18.10. Share price fell 4.3% to zł18.00 over the past week.
Price Target Changed • Mar 07Price target decreased to zł18.10Down from zł25.70, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of zł18.75. Stock is down 20% over the past year. The company is forecast to post earnings per share of zł1.94 for next year compared to zł5.18 last year.
Reported Earnings • Nov 25Third quarter 2021 earnings: Revenues miss analyst expectationsThird quarter 2021 results: Revenue: zł117.7m (down 5.3% from 3Q 2020). Net income: zł24.8m (up 13% from 3Q 2020). Profit margin: 21% (up from 18% in 3Q 2020). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 10%. Over the next year, revenue is expected to shrink by 22% compared to a 6.9% decline forecast for the industry in Poland. Over the last 3 years on average, earnings per share has increased by 25% 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 • Nov 11Upcoming dividend of zł1.24 per shareEligible shareholders must have bought the stock before 18 November 2021. Payment date: 26 November 2021. Trailing yield: 17%. Within top quartile of Polish dividend payers (6.5%). Higher than average of industry peers (7.2%).
Reported Earnings • Sep 18Second quarter 2021 earnings releasedThe company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł76.1m (down 10% from 2Q 2020). Net income: zł2.79m (down 93% from 2Q 2020). Profit margin: 3.7% (down from 48% in 2Q 2020). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jul 02Upcoming dividend of zł1.18 per shareEligible shareholders must have bought the stock before 09 July 2021. Payment date: 27 July 2021. Trailing yield: 10%. Within top quartile of Polish dividend payers (5.7%). Higher than average of industry peers (6.0%).
Major Estimate Revision • Jun 10Consensus revenue estimates fall to zł445.1mThe consensus outlook for revenues in 2021 has deteriorated. 2021 revenue forecast decreased from zł593.4m to zł445.1m. EPS estimate fell from zł2.80 to zł1.94 per share. Net income forecast to shrink 55% next year vs 3.1% growth forecast for Consumer Durables industry in Poland . Consensus price target up from zł19.40 to zł25.65. Share price was steady at zł23.80 over the past week.
Reported Earnings • Apr 11Full 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: zł669.9m (up 32% from FY 2019). Net income: zł132.8m (up 39% from FY 2019). Profit margin: 20% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
공시 • Feb 20Echo Investment S.A. (WSE:ECH) signed a preliminary agreement to acquire 66% stake in Archicom S.A. (WSE:ARH).Echo Investment S.A. (WSE:ECH) signed a preliminary agreement to acquire 66% stake in Archicom S.A. (WSE:ARH) on February 18, 2021. The condition for its closing is obtaining the consent of the antimonopoly office. JLL, EY, Dentons and cmT advised Echo Investment in this transaction
분석 기사 • Feb 11At zł24.30, Is Archicom S.A. (WSE:ARH) Worth Looking At Closely?Archicom S.A. ( WSE:ARH ), might not be a large cap stock, but it received a lot of attention from a substantial price...
공시 • Jan 29+ 3 more updatesArchicom S.A. to Report Q3, 2021 Results on Nov 26, 2021Archicom S.A. announced that they will report Q3, 2021 results on Nov 26, 2021
분석 기사 • Jan 24Did You Participate In Any Of Archicom's (WSE:ARH) Fantastic 116% Return ?By buying an index fund, you can roughly match the market return with ease. But many of us dare to dream of bigger...
분석 기사 • Jan 06Is Archicom (WSE:ARH) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Is New 90 Day High Low • Dec 28New 90-day high: zł23.10The company is up 27% from its price of zł18.15 on 29 September 2020. The Polish market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is zł16.89 per share.
분석 기사 • Dec 16Archicom S.A.'s (WSE:ARH) Stock's On An Uptrend: Are Strong Financials Guiding The Market?Archicom's (WSE:ARH) stock is up by a considerable 15% over the past three months. Given that the market rewards strong...
분석 기사 • Dec 01We're Not Counting On Archicom (WSE:ARH) To Sustain Its Statutory ProfitabilityIt might be old fashioned, but we really like to invest in companies that make a profit, each and every year. That...
Analyst Estimate Surprise Post Earnings • Nov 20Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) also surpassed analyst estimates by 9.0%. Over the next year, revenue is forecast to grow 21%, compared to a 7.9% growth forecast for the Consumer Durables industry in Poland.
Upcoming Dividend • Nov 12Upcoming Dividend of zł2.53 Per ShareWill be paid on the 27th of November to those who are registered shareholders by the 19th of November. The company last paid an ordinary dividend in November 2019. The average dividend yield among industry peers is 7.1%.
Is New 90 Day High Low • Nov 10New 90-day high: zł20.10The company is up 3.0% from its price of zł19.60 on 11 August 2020. The Polish market is down 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is zł13.93 per share.
Reported Earnings • Sep 19First half earnings releasedOver the last 12 months the company has reported total profits of zł106.4m, up 4.3% from the prior year. Total revenue was zł485.0m over the last 12 months, down 23% from the prior year.