View Future GrowthAgora 과거 순이익 실적과거 기준 점검 2/6Agora은 연평균 65.4%의 비율로 수입이 증가해 온 반면, Media 산업은 수입이 17.5% 증가했습니다. 매출은 연평균 13.9%의 비율로 증가했습니다. Agora의 자기자본이익률은 3.9%이고 순이익률은 1.4%입니다.핵심 정보65.39%순이익 성장률67.28%주당순이익(EPS) 성장률Media 산업 성장률25.11%매출 성장률13.88%자기자본이익률3.87%순이익률1.39%다음 순이익 업데이트13 Aug 2026최근 과거 실적 업데이트Reported Earnings • May 24First quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: zł364.7m (up 4.4% from 1Q 2025). Net loss: zł9.49m (loss widened 3.1% from 1Q 2025).Reported Earnings • Mar 24Full year 2025 earnings released: EPS: zł0.49 (vs zł0.13 in FY 2024)Full year 2025 results: EPS: zł0.49 (up from zł0.13 in FY 2024). Revenue: zł1.61b (up 8.5% from FY 2024). Net income: zł22.8m (up 276% from FY 2024). Profit margin: 1.4% (up from 0.4% in FY 2024). Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.공시 • Jan 27+ 3 more updatesAgora S.A. to Report Q3, 2026 Results on Nov 19, 2026Agora S.A. announced that they will report Q3, 2026 results on Nov 19, 2026분석 기사 • Dec 01Agora's (WSE:AGO) Conservative Accounting Might Explain Soft EarningsAgora S.A.'s ( WSE:AGO ) recent soft profit numbers didn't appear to worry shareholders, as the stock price showed...Reported Earnings • May 23First quarter 2025 earnings released: zł0.20 loss per share (vs zł0.014 loss in 1Q 2024)First quarter 2025 results: zł0.20 loss per share (further deteriorated from zł0.014 loss in 1Q 2024). Revenue: zł349.3m (down 9.5% from 1Q 2024). Net loss: zł9.21m (loss widened zł8.57m from 1Q 2024). Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.분석 기사 • Apr 03Some Investors May Be Willing To Look Past Agora's (WSE:AGO) Soft EarningsShareholders appeared unconcerned with Agora S.A.'s ( WSE:AGO ) lackluster earnings report last week. Our analysis...모든 업데이트 보기Recent updatesNew Risk • May 24New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.5x 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 (1.5x net interest cover). Minor Risks Dividend is not well covered by earnings (104% payout ratio). Large one-off items impacting financial results.Reported Earnings • May 24First quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: zł364.7m (up 4.4% from 1Q 2025). Net loss: zł9.49m (loss widened 3.1% from 1Q 2025).공시 • May 22Agora S.A. announces Annual dividend, payable on July 20, 2026Agora S.A. announced Annual dividend of PLN 0.5000 per share payable on July 20, 2026, ex-date on July 03, 2026 and record date on July 06, 2026.Reported Earnings • Mar 24Full year 2025 earnings released: EPS: zł0.49 (vs zł0.13 in FY 2024)Full year 2025 results: EPS: zł0.49 (up from zł0.13 in FY 2024). Revenue: zł1.61b (up 8.5% from FY 2024). Net income: zł22.8m (up 276% from FY 2024). Profit margin: 1.4% (up from 0.4% in FY 2024). Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.New Risk • Mar 24New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.5x 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 (1.5x net interest cover). Minor Risks Dividend is not well covered by earnings (104% payout ratio). Large one-off items impacting financial results.공시 • Jan 27+ 3 more updatesAgora S.A. to Report Q3, 2026 Results on Nov 19, 2026Agora S.A. announced that they will report Q3, 2026 results on Nov 19, 2026분석 기사 • Jan 06Agora (WSE:AGO) Takes On Some Risk With Its Use Of DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...공시 • Dec 04+ 1 more updatePattern Group Inc. (NasdaqGS:PTRN) entered into a stock purchase agreement to acquire ROI Hunter a.s. from Agora S.A. (WSE:AGO) and others.Pattern Group Inc. (NasdaqGS:PTRN) entered into a stock purchase agreement to acquire ROI Hunter a.s. from Agora S.A. (WSE:AGO) and others on December 1, 2025. The parties have agreed that the price payable to Agora for the sale of all shares held by Agora in the share capital of ROI Hunter shall amount to €6.52 million, of which an amount of €6.2 million shall be paid immediately and an amount of €0.32 million shall be held back by Pattern Group Inc and released gradually over a three-year period pursuant to the terms and timelines set forth in the stock purchase agreement. ICON Corporate Finance Ltd. acted as financial advisor for ROI Hunter a.s. Spencer Fane LLP acted as legal advisor for Pattern Group Inc. Nirris s.r.o. acted as legal advisor for Pattern Group Inc. Badokh acted as legal advisor for ROI Hunter a.s.분석 기사 • Dec 01Agora's (WSE:AGO) Conservative Accounting Might Explain Soft EarningsAgora S.A.'s ( WSE:AGO ) recent soft profit numbers didn't appear to worry shareholders, as the stock price showed...Upcoming Dividend • Aug 19Upcoming dividend of zł0.25 per shareEligible shareholders must have bought the stock before 26 August 2025. Payment date: 18 September 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Polish dividend payers (7.1%). Lower than average of industry peers (4.2%).New Risk • Jun 25New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. The company is paying a dividend despite being loss-making. Dividend yield: 2.6% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Reported Earnings • May 23First quarter 2025 earnings released: zł0.20 loss per share (vs zł0.014 loss in 1Q 2024)First quarter 2025 results: zł0.20 loss per share (further deteriorated from zł0.014 loss in 1Q 2024). Revenue: zł349.3m (down 9.5% from 1Q 2024). Net loss: zł9.21m (loss widened zł8.57m from 1Q 2024). Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.공시 • May 23Agora S.A. announces Annual dividend, payable on September 18, 2025Agora S.A. announced Annual dividend of PLN 0.2500 per share payable on September 18, 2025, ex-date on August 26, 2025 and record date on August 27, 2025.분석 기사 • Apr 03Some Investors May Be Willing To Look Past Agora's (WSE:AGO) Soft EarningsShareholders appeared unconcerned with Agora S.A.'s ( WSE:AGO ) lackluster earnings report last week. Our analysis...Reported Earnings • Mar 27Full year 2024 earnings released: EPS: zł0.13 (vs zł1.40 in FY 2023)Full year 2024 results: EPS: zł0.13 (down from zł1.40 in FY 2023). Revenue: zł1.48b (up 3.9% from FY 2023). Net income: zł6.07m (down 91% from FY 2023). Profit margin: 0.4% (down from 4.6% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.공시 • Jan 27+ 3 more updatesAgora S.A. to Report First Half, 2025 Results on Aug 14, 2025Agora S.A. announced that they will report first half, 2025 results on Aug 14, 2025New Risk • Nov 18New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: zł408.0m (US$99.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.5x net interest cover). Minor Risk Market cap is less than US$100m (zł408.0m market cap, or US$99.5m).Reported Earnings • Nov 17Third quarter 2024 earnings released: zł0.25 loss per share (vs zł0.30 loss in 3Q 2023)Third quarter 2024 results: zł0.25 loss per share (improved from zł0.30 loss in 3Q 2023). Revenue: zł334.5m (down 8.0% from 3Q 2023). Net loss: zł11.4m (loss narrowed 20% from 3Q 2023). Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 16Second quarter 2024 earnings released: zł0.26 loss per share (vs zł0.15 profit in 2Q 2023)Second quarter 2024 results: zł0.26 loss per share (down from zł0.15 profit in 2Q 2023). Revenue: zł337.5m (up 3.2% from 2Q 2023). Net loss: zł12.3m (down 276% from profit in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.분석 기사 • Aug 06Agora (WSE:AGO) Has A Somewhat Strained Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • Jun 01The Strong Earnings Posted By Agora (WSE:AGO) Are A Good Indication Of The Strength Of The BusinessAgora S.A.'s ( WSE:AGO ) strong earnings report was rewarded with a positive stock price move. We did some digging and...공시 • May 31Agora S.A., Annual General Meeting, Jun 28, 2024Agora S.A., Annual General Meeting, Jun 28, 2024.Reported Earnings • May 26First quarter 2024 earnings released: zł0.01 loss per share (vs zł0.70 profit in 1Q 2023)First quarter 2024 results: zł0.01 loss per share (down from zł0.70 profit in 1Q 2023). Revenue: zł385.9m (up 31% from 1Q 2023). Net loss: zł635.0k (down 102% from profit in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Price Target Changed • Apr 30Price target increased by 7.5% to zł10.00Up from zł9.30, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of zł10.40. Stock is up 42% over the past year. The company posted earnings per share of zł1.40 last year.공시 • Jan 30Agora Media to Lay Off Up to 180 EmployeesAgora S.A. has reached an agreement with trade unions on group layoffs. They will cover up to 180 employees, and the estimated amount of the provision for this, which will burden the result in the first quarter of 2024, will amount to approximately PLN 10 million (EUR 2.3 million), Agora said in a press release. As stated, the group layoffs will be carried out in the period from February 12 to March 31, 2024. The company assured that employees will also be covered by protective measures including, among others, support in job search and retraining, psychological care and basic medical care until the end of 2024. As reported at the time, the intention of the management board was to conduct layoffs of up to 190 employees working in the digital and printed press and internet areas from February 5 to March 31, 2024.공시 • Jan 26+ 3 more updatesAgora S.A. to Report Q3, 2024 Results on Nov 15, 2024Agora S.A. announced that they will report Q3, 2024 results on Nov 15, 2024New Risk • Jan 02New major risk - Revenue and earnings growthEarnings have declined by 7.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.분석 기사 • Nov 22Agora (WSE:AGO) Has A Somewhat Strained Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Aug 21Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: zł326.9m (up 25% from 2Q 2022). Net income: zł6.96m (up zł22.9m from 2Q 2022). Profit margin: 2.1% (up from net loss in 2Q 2022). Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Media industry in Europe. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Jul 02Now 21% undervaluedOver the last 90 days, the stock is up 15%. The fair value is estimated to be zł10.17, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.6% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 28% in a year. Earnings is forecast to grow by 81% in the next year.Breakeven Date Change • Jun 30Forecast breakeven date pushed back to 2024The analyst covering Agora previously expected the company to break even in 2023. New forecast suggests losses will reduce by 87% to 2023. The company is expected to make a profit of zł11.0m in 2024. Average annual earnings growth of 83% is required to achieve expected profit on schedule.공시 • May 30Agora S.A., Annual General Meeting, Jun 26, 2023Agora S.A., Annual General Meeting, Jun 26, 2023, at 10:00 Central European Standard Time. Location: the Company's building, ul. Czerska 8/10 Warsaw Poland Agenda: To consider opening the General Meeting and electing the Chairperson; to consider adopting the agenda; to consider appointing members of the returning committee; to consider Presenting the annual separate financial statements of the Company, and the Management Report on the activities of the Company in the financial year 2022, and the consolidated financial statements of the Group, and the Group Management Report on the activities of the Group in the financial year 2022; and to consider other matters.Reported Earnings • May 30First quarter 2023 earnings released: EPS: zł0.70 (vs zł0.68 loss in 1Q 2022)First quarter 2023 results: EPS: zł0.70 (up from zł0.68 loss in 1Q 2022). Revenue: zł295.8m (up 17% from 1Q 2022). Net income: zł32.6m (up zł64.4m from 1Q 2022). Profit margin: 11% (up from net loss in 1Q 2022). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Media industry in Europe. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.분석 기사 • May 19Estimating The Fair Value Of Agora S.A. (WSE:AGO)Key Insights Agora's estimated fair value is zł8.02 based on 2 Stage Free Cash Flow to Equity With zł8.26 share price...Breakeven Date Change • Mar 31Forecast breakeven date pushed back to 2025The analyst covering Agora previously expected the company to break even in 2023. New forecast suggests losses will reduce by 90% per year to 2024. The company is expected to make a profit of zł29.0m in 2025. Average annual earnings growth of 84% is required to achieve expected profit on schedule.Reported Earnings • Mar 20Full year 2022 earnings releasedFull year 2022 results: Revenue: zł1.11b (up 15% from FY 2021). Net loss: zł102.7m (loss widened 130% from FY 2021). Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Media industry in Europe.공시 • Dec 02+ 2 more updatesAgora S.A. to Report Q1, 2023 Results on May 19, 2023Agora S.A. announced that they will report Q1, 2023 results on May 19, 2023Reported Earnings • Nov 20Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: zł267.2m (flat on 3Q 2021). Net loss: zł23.5m (loss widened zł22.3m from 3Q 2021). Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Media industry in Europe.Price Target Changed • Nov 16Price target decreased to zł10.40Down from zł16.20, the current price target is provided by 1 analyst. New target price is 113% above last closing price of zł4.88. Stock is down 40% over the past year. The company is forecast to post a net loss per share of zł0.30 next year compared to a net loss per share of zł0.96 last year.Reported Earnings • Aug 14Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: zł261.9m (up 30% from 2Q 2021). Net loss: zł16.0m (loss widened 73% from 2Q 2021). Over the next year, revenue is forecast to grow 4.7%, compared to a 4.8% growth forecast for the industry in Poland.공시 • Jun 24Agora S.A. Announces Resignation of Agnieszka Siuzdak-Zyga as Management Board MemberAgora S.A. announced that management board member Agnieszka Siuzdak-Zyga stepped down citing health and personal issues but will remain within Agora's structures.Price Target Changed • Jun 11Price target decreased to zł10.40Down from zł16.20, the current price target is provided by 1 analyst. New target price is 89% above last closing price of zł5.51. Stock is down 51% over the past year. The company is forecast to post a net loss per share of zł0.30 next year compared to a net loss per share of zł0.96 last year.Buying Opportunity • Jun 03Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be zł7.05, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 13% over the last 3 years. Earnings per share has declined by 44%.공시 • May 28Agora S.A., Annual General Meeting, Jun 21, 2022Agora S.A., Annual General Meeting, Jun 21, 2022, at 11:00 Central European Standard Time. Location: Czerska 8/10 Warsaw Poland Agenda: To consider appointing members of the returning committee; to consider Presenting the annual separate financial statements of the Company, and the Management Report on the activities of the Company in the financial year 2021, and the consolidated financial statements of the Group, and the Group Management Report on the activities of the Group in the financial year 2021; to consider Presenting the Resolution of the Supervisory Board on the result of the evaluation of the financial statements and evaluating the Management Board’s motion regarding the allocation of profit for 2021, and the Supervisory Board’s motion to approve the performance of duties by Members of the Management Board in 2021; and to consider other matters.Reported Earnings • May 24First quarter 2022 earnings: Revenues exceed analyst expectationsFirst quarter 2022 results: Revenue: zł253.1m (up 73% from 1Q 2021). Net loss: zł31.8m (loss narrowed 44% from 1Q 2021). Revenue exceeded analyst estimates by 2.4%. Over the next year, revenue is forecast to grow 1.8%, compared to a 7.5% growth forecast for the industry in Poland. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 42 percentage points per year, which is a significant difference in performance.분석 기사 • Apr 30Is Agora (WSE:AGO) Using Debt In A Risky Way?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Price Target Changed • Apr 27Price target decreased to zł13.40Down from zł15.50, the current price target is an average from 2 analysts. New target price is 120% above last closing price of zł6.10. Stock is down 19% over the past year. The company is forecast to post a net loss per share of zł0.10 next year compared to a net loss per share of zł0.96 last year.Reported Earnings • Mar 28Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: zł0.96 loss per share (up from zł2.52 loss in FY 2020). Revenue: zł965.9m (up 16% from FY 2020). Net loss: zł44.6m (loss narrowed 62% from FY 2020). Revenue exceeded analyst estimates by 3.3%. Earnings per share (EPS) also surpassed analyst estimates by 20%. Over the next year, revenue is forecast to grow 9.9%, compared to a 770% growth forecast for the industry in Poland. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 55 percentage points per year, which is a significant difference in performance.분석 기사 • Feb 25Is There An Opportunity With Agora S.A.'s (WSE:AGO) 31% Undervaluation?Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Agora S.A. ( WSE:AGO...Reported Earnings • Nov 22Third quarter 2021 earnings: Revenues exceed analyst expectationsThird quarter 2021 results: Revenue: zł266.5m (up 38% from 3Q 2020). Net loss: zł1.18m (loss narrowed 83% from 3Q 2020). Revenue exceeded analyst estimates by 3.3%. Over the next year, revenue is forecast to grow 23%, compared to a 7.3% growth forecast for the industry in Poland. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.Reported Earnings • Aug 18Second quarter 2021 earnings releasedThe company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2021 results: Revenue: zł201.8m (up 56% from 2Q 2020). Net loss: zł9.21m (loss narrowed 76% from 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Price Target Changed • Jul 28Price target increased to zł17.00Up from zł15.50, the current price target is an average from 2 analysts. New target price is 81% above last closing price of zł9.40. Stock is up 16% over the past year.공시 • Apr 29Agora Plans to Reopen Cinemas Operated by Its Unit Helios from May 29Agora plans to reopen cinemas operated by its unit Helios from May 29, in line with the latest government guidelines.분석 기사 • Apr 28A Look At The Fair Value Of Agora S.A. (WSE:AGO)How far off is Agora S.A. ( WSE:AGO ) from its intrinsic value? Using the most recent financial data, we'll take a look...Reported Earnings • Mar 20Full year 2020 earnings released: zł2.52 loss per share (vs zł0.076 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: zł836.5m (down 33% from FY 2019). Net loss: zł117.2m (down zł120.7m from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 24% per year, which means it is performing significantly worse than earnings.분석 기사 • Feb 28Does Agora (WSE:AGO) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Is New 90 Day High Low • Feb 10New 90-day low: zł6.24The company is down 3.0% from its price of zł6.46 on 12 November 2020. The Polish market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is zł7.01 per share.분석 기사 • Feb 01Is Agora S.A. (WSE:AGO) Potentially Undervalued?Agora S.A. ( WSE:AGO ), might not be a large cap stock, but it received a lot of attention from a substantial price...분석 기사 • Jan 05Estimating The Intrinsic Value Of Agora S.A. (WSE:AGO)In this article we are going to estimate the intrinsic value of Agora S.A. ( WSE:AGO ) by taking the expected future...Is New 90 Day High Low • Dec 28New 90-day high: zł7.26The company is up 10.0% from its price of zł6.58 on 29 September 2020. The Polish market is also up 10.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the Media industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is zł7.41 per share.분석 기사 • Dec 10If You Had Bought Agora's (WSE:AGO) Shares Three Years Ago You Would Be Down 54%If you love investing in stocks you're bound to buy some losers. But long term Agora S.A. ( WSE:AGO ) shareholders have...Is New 90 Day High Low • Nov 25New 90-day high: zł7.18The company is up 3.0% from its price of zł6.96 on 27 August 2020. The Polish market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is down 7.0% over the same period.공시 • Nov 19+ 3 more updatesAgora S.A. to Report Q3, 2021 Results on Nov 19, 2021Agora S.A. announced that they will report Q3, 2021 results on Nov 19, 2021Is New 90 Day High Low • Oct 29New 90-day low: zł4.44The company is down 41% from its price of zł7.50 on 31 July 2020. The Polish market is down 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is down 9.0% over the same period.Is New 90 Day High Low • Oct 13New 90-day low: zł5.56The company is down 35% from its price of zł8.60 on 15 July 2020. The Polish market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is down 1.0% over the same period.공시 • Oct 02+ 1 more updateAgora S.A. (WSE:AGO) completed the acquisition of Agora Poligrafia Sp Z O O.Agora S.A. (WSE:AGO) agreed to acquire Agora Poligrafia Sp Z O O on February 12, 2020. At the end of February 2020, the last contract of employment will be terminated at Agora Poligrafia's workplace and the management of its assets will be taken over by Agora S.A. The transaction was resolved by the shareholder of Agora on June 25, 2020. Agora S.A. (WSE:AGO) completed the acquisition of Agora Poligrafia Sp Z O O on October 1, 2020.공시 • Sep 29Agora SA Announces Resignation of Grzegorz Kania as the Member of the Management BoardThe Management Board of Agora S.A. with its registered office in Warsaw informed with reference to report no. 21/2020 of 30 April 2020 on the intention to resign by Grzegorz Kania from his position as a Member of the Management Board of the company, that on 28 September 2020, the company received a resignation from Mr. Grzegorz Kania from the position of a Member of the Management Board and his participation in the Management Board of Agora S.A. with an instant effect. Duties of the financial director within the Management Board of Agora S.A. were taken over by Anna Krynska Godlewska.Reported Earnings • Sep 27First half earnings releasedOver the last 12 months the company has reported total losses of zł66.5m, with losses widening by 353% from the prior year. Total revenue was zł1.09b over the last 12 months, down 7.9% from the prior year.공시 • Sep 19Agora S.A. (WSE:AGO) decided to execute its call option to acquire the remaining 60% stake Eurozet Sp. z o.o. from SFS Ventures s.r.o.Agora S.A. (WSE:AGO) decided to execute its call option to acquire the remaining 60% stake Eurozet Sp. z o.o. from SFS Ventures s.r.o. on September 18, 2019. Agora will seek antimonopoly office UOKiK consent for the transaction. As of November 27, 2019, antimonopoly office UOKiK office extended the decision on this transaction.공시 • Aug 07Agora S.A. to Report First Half, 2020 Final Results on Sep 25, 2020Agora S.A. announced that they will report first half, 2020 final results on Sep 25, 2020매출 및 비용 세부 내역Agora가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이WSE:AGO 매출, 비용 및 순이익 (PLN Millions)날짜매출순이익일반관리비연구개발비31 Mar 261,62223568031 Dec 251,60723543030 Sep 251,54311486030 Jun 251,5096464031 Mar 251,455-3451031 Dec 241,4816455030 Sep 241,46115460030 Jun 241,47812455031 Mar 241,46032457031 Dec 231,38165442030 Sep 231,285-5416030 Jun 231,201-15397031 Mar 231,156-38379031 Dec 221,113-103367030 Sep 221,134-49358030 Jun 221,133-27351031 Mar 221,073-20340031 Dec 21966-45327030 Sep 21839-95308030 Jun 21765-101295031 Mar 21693-131274031 Dec 20836-117290030 Sep 20990-71330030 Jun 201,091-67349031 Mar 201,231-34380031 Dec 191,2504380030 Sep 191,217-14367030 Jun 191,183-15362031 Mar 191,172-8374031 Dec 181,1415369030 Sep 181,126-69361030 Jun 181,118-67358031 Mar 181,143-67338031 Dec 171,165-84339030 Sep 171,1750341030 Jun 171,197-12345031 Mar 171,211-18357031 Dec 161,198-17351030 Sep 161,212-11360030 Jun 161,199-3363031 Mar 161,1956356031 Dec 151,18913356030 Sep 151,1695355030 Jun 151,15323490양질의 수익: AGO는 PLN12.6M 규모의 큰 일회성 이익이 있어 31st March, 2026까지 지난 12개월 재무 결과에 영향을 미쳤습니다.이익 마진 증가: AGO는 과거에 흑자전환했습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: AGO는 지난 5년 동안 흑자전환하며 연평균 65.4%의 수익 성장을 기록했습니다.성장 가속화: AGO는 지난해 흑자전환하여 5년 평균과 수익 성장률을 비교하기 어렵습니다.수익 대 산업: AGO는 지난해 흑자전환하여 지난 해 수익 성장률을 Media 업계(-5.2%)와 비교하기 어렵습니다.자기자본이익률높은 ROE: AGO의 자본 수익률(3.9%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YMedia 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/25 07:39종가2026/05/22 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Agora S.A.는 7명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Thomas ChadwickBofA Global ResearchWitold SamborskiCitigroup IncLukasz WachelkoDeutsche Bank4명의 분석가 더 보기
Reported Earnings • May 24First quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: zł364.7m (up 4.4% from 1Q 2025). Net loss: zł9.49m (loss widened 3.1% from 1Q 2025).
Reported Earnings • Mar 24Full year 2025 earnings released: EPS: zł0.49 (vs zł0.13 in FY 2024)Full year 2025 results: EPS: zł0.49 (up from zł0.13 in FY 2024). Revenue: zł1.61b (up 8.5% from FY 2024). Net income: zł22.8m (up 276% from FY 2024). Profit margin: 1.4% (up from 0.4% in FY 2024). Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
공시 • Jan 27+ 3 more updatesAgora S.A. to Report Q3, 2026 Results on Nov 19, 2026Agora S.A. announced that they will report Q3, 2026 results on Nov 19, 2026
분석 기사 • Dec 01Agora's (WSE:AGO) Conservative Accounting Might Explain Soft EarningsAgora S.A.'s ( WSE:AGO ) recent soft profit numbers didn't appear to worry shareholders, as the stock price showed...
Reported Earnings • May 23First quarter 2025 earnings released: zł0.20 loss per share (vs zł0.014 loss in 1Q 2024)First quarter 2025 results: zł0.20 loss per share (further deteriorated from zł0.014 loss in 1Q 2024). Revenue: zł349.3m (down 9.5% from 1Q 2024). Net loss: zł9.21m (loss widened zł8.57m from 1Q 2024). Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
분석 기사 • Apr 03Some Investors May Be Willing To Look Past Agora's (WSE:AGO) Soft EarningsShareholders appeared unconcerned with Agora S.A.'s ( WSE:AGO ) lackluster earnings report last week. Our analysis...
New Risk • May 24New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.5x 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 (1.5x net interest cover). Minor Risks Dividend is not well covered by earnings (104% payout ratio). Large one-off items impacting financial results.
Reported Earnings • May 24First quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: zł364.7m (up 4.4% from 1Q 2025). Net loss: zł9.49m (loss widened 3.1% from 1Q 2025).
공시 • May 22Agora S.A. announces Annual dividend, payable on July 20, 2026Agora S.A. announced Annual dividend of PLN 0.5000 per share payable on July 20, 2026, ex-date on July 03, 2026 and record date on July 06, 2026.
Reported Earnings • Mar 24Full year 2025 earnings released: EPS: zł0.49 (vs zł0.13 in FY 2024)Full year 2025 results: EPS: zł0.49 (up from zł0.13 in FY 2024). Revenue: zł1.61b (up 8.5% from FY 2024). Net income: zł22.8m (up 276% from FY 2024). Profit margin: 1.4% (up from 0.4% in FY 2024). Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
New Risk • Mar 24New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.5x 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 (1.5x net interest cover). Minor Risks Dividend is not well covered by earnings (104% payout ratio). Large one-off items impacting financial results.
공시 • Jan 27+ 3 more updatesAgora S.A. to Report Q3, 2026 Results on Nov 19, 2026Agora S.A. announced that they will report Q3, 2026 results on Nov 19, 2026
분석 기사 • Jan 06Agora (WSE:AGO) Takes On Some Risk With Its Use Of DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
공시 • Dec 04+ 1 more updatePattern Group Inc. (NasdaqGS:PTRN) entered into a stock purchase agreement to acquire ROI Hunter a.s. from Agora S.A. (WSE:AGO) and others.Pattern Group Inc. (NasdaqGS:PTRN) entered into a stock purchase agreement to acquire ROI Hunter a.s. from Agora S.A. (WSE:AGO) and others on December 1, 2025. The parties have agreed that the price payable to Agora for the sale of all shares held by Agora in the share capital of ROI Hunter shall amount to €6.52 million, of which an amount of €6.2 million shall be paid immediately and an amount of €0.32 million shall be held back by Pattern Group Inc and released gradually over a three-year period pursuant to the terms and timelines set forth in the stock purchase agreement. ICON Corporate Finance Ltd. acted as financial advisor for ROI Hunter a.s. Spencer Fane LLP acted as legal advisor for Pattern Group Inc. Nirris s.r.o. acted as legal advisor for Pattern Group Inc. Badokh acted as legal advisor for ROI Hunter a.s.
분석 기사 • Dec 01Agora's (WSE:AGO) Conservative Accounting Might Explain Soft EarningsAgora S.A.'s ( WSE:AGO ) recent soft profit numbers didn't appear to worry shareholders, as the stock price showed...
Upcoming Dividend • Aug 19Upcoming dividend of zł0.25 per shareEligible shareholders must have bought the stock before 26 August 2025. Payment date: 18 September 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Polish dividend payers (7.1%). Lower than average of industry peers (4.2%).
New Risk • Jun 25New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. The company is paying a dividend despite being loss-making. Dividend yield: 2.6% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Reported Earnings • May 23First quarter 2025 earnings released: zł0.20 loss per share (vs zł0.014 loss in 1Q 2024)First quarter 2025 results: zł0.20 loss per share (further deteriorated from zł0.014 loss in 1Q 2024). Revenue: zł349.3m (down 9.5% from 1Q 2024). Net loss: zł9.21m (loss widened zł8.57m from 1Q 2024). Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
공시 • May 23Agora S.A. announces Annual dividend, payable on September 18, 2025Agora S.A. announced Annual dividend of PLN 0.2500 per share payable on September 18, 2025, ex-date on August 26, 2025 and record date on August 27, 2025.
분석 기사 • Apr 03Some Investors May Be Willing To Look Past Agora's (WSE:AGO) Soft EarningsShareholders appeared unconcerned with Agora S.A.'s ( WSE:AGO ) lackluster earnings report last week. Our analysis...
Reported Earnings • Mar 27Full year 2024 earnings released: EPS: zł0.13 (vs zł1.40 in FY 2023)Full year 2024 results: EPS: zł0.13 (down from zł1.40 in FY 2023). Revenue: zł1.48b (up 3.9% from FY 2023). Net income: zł6.07m (down 91% from FY 2023). Profit margin: 0.4% (down from 4.6% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
공시 • Jan 27+ 3 more updatesAgora S.A. to Report First Half, 2025 Results on Aug 14, 2025Agora S.A. announced that they will report first half, 2025 results on Aug 14, 2025
New Risk • Nov 18New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: zł408.0m (US$99.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.5x net interest cover). Minor Risk Market cap is less than US$100m (zł408.0m market cap, or US$99.5m).
Reported Earnings • Nov 17Third quarter 2024 earnings released: zł0.25 loss per share (vs zł0.30 loss in 3Q 2023)Third quarter 2024 results: zł0.25 loss per share (improved from zł0.30 loss in 3Q 2023). Revenue: zł334.5m (down 8.0% from 3Q 2023). Net loss: zł11.4m (loss narrowed 20% from 3Q 2023). Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 16Second quarter 2024 earnings released: zł0.26 loss per share (vs zł0.15 profit in 2Q 2023)Second quarter 2024 results: zł0.26 loss per share (down from zł0.15 profit in 2Q 2023). Revenue: zł337.5m (up 3.2% from 2Q 2023). Net loss: zł12.3m (down 276% from profit in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
분석 기사 • Aug 06Agora (WSE:AGO) Has A Somewhat Strained Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 • Jun 01The Strong Earnings Posted By Agora (WSE:AGO) Are A Good Indication Of The Strength Of The BusinessAgora S.A.'s ( WSE:AGO ) strong earnings report was rewarded with a positive stock price move. We did some digging and...
공시 • May 31Agora S.A., Annual General Meeting, Jun 28, 2024Agora S.A., Annual General Meeting, Jun 28, 2024.
Reported Earnings • May 26First quarter 2024 earnings released: zł0.01 loss per share (vs zł0.70 profit in 1Q 2023)First quarter 2024 results: zł0.01 loss per share (down from zł0.70 profit in 1Q 2023). Revenue: zł385.9m (up 31% from 1Q 2023). Net loss: zł635.0k (down 102% from profit in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Apr 30Price target increased by 7.5% to zł10.00Up from zł9.30, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of zł10.40. Stock is up 42% over the past year. The company posted earnings per share of zł1.40 last year.
공시 • Jan 30Agora Media to Lay Off Up to 180 EmployeesAgora S.A. has reached an agreement with trade unions on group layoffs. They will cover up to 180 employees, and the estimated amount of the provision for this, which will burden the result in the first quarter of 2024, will amount to approximately PLN 10 million (EUR 2.3 million), Agora said in a press release. As stated, the group layoffs will be carried out in the period from February 12 to March 31, 2024. The company assured that employees will also be covered by protective measures including, among others, support in job search and retraining, psychological care and basic medical care until the end of 2024. As reported at the time, the intention of the management board was to conduct layoffs of up to 190 employees working in the digital and printed press and internet areas from February 5 to March 31, 2024.
공시 • Jan 26+ 3 more updatesAgora S.A. to Report Q3, 2024 Results on Nov 15, 2024Agora S.A. announced that they will report Q3, 2024 results on Nov 15, 2024
New Risk • Jan 02New major risk - Revenue and earnings growthEarnings have declined by 7.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
분석 기사 • Nov 22Agora (WSE:AGO) Has A Somewhat Strained Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Aug 21Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: zł326.9m (up 25% from 2Q 2022). Net income: zł6.96m (up zł22.9m from 2Q 2022). Profit margin: 2.1% (up from net loss in 2Q 2022). Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Media industry in Europe. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Jul 02Now 21% undervaluedOver the last 90 days, the stock is up 15%. The fair value is estimated to be zł10.17, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.6% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 28% in a year. Earnings is forecast to grow by 81% in the next year.
Breakeven Date Change • Jun 30Forecast breakeven date pushed back to 2024The analyst covering Agora previously expected the company to break even in 2023. New forecast suggests losses will reduce by 87% to 2023. The company is expected to make a profit of zł11.0m in 2024. Average annual earnings growth of 83% is required to achieve expected profit on schedule.
공시 • May 30Agora S.A., Annual General Meeting, Jun 26, 2023Agora S.A., Annual General Meeting, Jun 26, 2023, at 10:00 Central European Standard Time. Location: the Company's building, ul. Czerska 8/10 Warsaw Poland Agenda: To consider opening the General Meeting and electing the Chairperson; to consider adopting the agenda; to consider appointing members of the returning committee; to consider Presenting the annual separate financial statements of the Company, and the Management Report on the activities of the Company in the financial year 2022, and the consolidated financial statements of the Group, and the Group Management Report on the activities of the Group in the financial year 2022; and to consider other matters.
Reported Earnings • May 30First quarter 2023 earnings released: EPS: zł0.70 (vs zł0.68 loss in 1Q 2022)First quarter 2023 results: EPS: zł0.70 (up from zł0.68 loss in 1Q 2022). Revenue: zł295.8m (up 17% from 1Q 2022). Net income: zł32.6m (up zł64.4m from 1Q 2022). Profit margin: 11% (up from net loss in 1Q 2022). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Media industry in Europe. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
분석 기사 • May 19Estimating The Fair Value Of Agora S.A. (WSE:AGO)Key Insights Agora's estimated fair value is zł8.02 based on 2 Stage Free Cash Flow to Equity With zł8.26 share price...
Breakeven Date Change • Mar 31Forecast breakeven date pushed back to 2025The analyst covering Agora previously expected the company to break even in 2023. New forecast suggests losses will reduce by 90% per year to 2024. The company is expected to make a profit of zł29.0m in 2025. Average annual earnings growth of 84% is required to achieve expected profit on schedule.
Reported Earnings • Mar 20Full year 2022 earnings releasedFull year 2022 results: Revenue: zł1.11b (up 15% from FY 2021). Net loss: zł102.7m (loss widened 130% from FY 2021). Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Media industry in Europe.
공시 • Dec 02+ 2 more updatesAgora S.A. to Report Q1, 2023 Results on May 19, 2023Agora S.A. announced that they will report Q1, 2023 results on May 19, 2023
Reported Earnings • Nov 20Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: zł267.2m (flat on 3Q 2021). Net loss: zł23.5m (loss widened zł22.3m from 3Q 2021). Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Media industry in Europe.
Price Target Changed • Nov 16Price target decreased to zł10.40Down from zł16.20, the current price target is provided by 1 analyst. New target price is 113% above last closing price of zł4.88. Stock is down 40% over the past year. The company is forecast to post a net loss per share of zł0.30 next year compared to a net loss per share of zł0.96 last year.
Reported Earnings • Aug 14Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: zł261.9m (up 30% from 2Q 2021). Net loss: zł16.0m (loss widened 73% from 2Q 2021). Over the next year, revenue is forecast to grow 4.7%, compared to a 4.8% growth forecast for the industry in Poland.
공시 • Jun 24Agora S.A. Announces Resignation of Agnieszka Siuzdak-Zyga as Management Board MemberAgora S.A. announced that management board member Agnieszka Siuzdak-Zyga stepped down citing health and personal issues but will remain within Agora's structures.
Price Target Changed • Jun 11Price target decreased to zł10.40Down from zł16.20, the current price target is provided by 1 analyst. New target price is 89% above last closing price of zł5.51. Stock is down 51% over the past year. The company is forecast to post a net loss per share of zł0.30 next year compared to a net loss per share of zł0.96 last year.
Buying Opportunity • Jun 03Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be zł7.05, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 13% over the last 3 years. Earnings per share has declined by 44%.
공시 • May 28Agora S.A., Annual General Meeting, Jun 21, 2022Agora S.A., Annual General Meeting, Jun 21, 2022, at 11:00 Central European Standard Time. Location: Czerska 8/10 Warsaw Poland Agenda: To consider appointing members of the returning committee; to consider Presenting the annual separate financial statements of the Company, and the Management Report on the activities of the Company in the financial year 2021, and the consolidated financial statements of the Group, and the Group Management Report on the activities of the Group in the financial year 2021; to consider Presenting the Resolution of the Supervisory Board on the result of the evaluation of the financial statements and evaluating the Management Board’s motion regarding the allocation of profit for 2021, and the Supervisory Board’s motion to approve the performance of duties by Members of the Management Board in 2021; and to consider other matters.
Reported Earnings • May 24First quarter 2022 earnings: Revenues exceed analyst expectationsFirst quarter 2022 results: Revenue: zł253.1m (up 73% from 1Q 2021). Net loss: zł31.8m (loss narrowed 44% from 1Q 2021). Revenue exceeded analyst estimates by 2.4%. Over the next year, revenue is forecast to grow 1.8%, compared to a 7.5% growth forecast for the industry in Poland. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 42 percentage points per year, which is a significant difference in performance.
분석 기사 • Apr 30Is Agora (WSE:AGO) Using Debt In A Risky Way?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Price Target Changed • Apr 27Price target decreased to zł13.40Down from zł15.50, the current price target is an average from 2 analysts. New target price is 120% above last closing price of zł6.10. Stock is down 19% over the past year. The company is forecast to post a net loss per share of zł0.10 next year compared to a net loss per share of zł0.96 last year.
Reported Earnings • Mar 28Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: zł0.96 loss per share (up from zł2.52 loss in FY 2020). Revenue: zł965.9m (up 16% from FY 2020). Net loss: zł44.6m (loss narrowed 62% from FY 2020). Revenue exceeded analyst estimates by 3.3%. Earnings per share (EPS) also surpassed analyst estimates by 20%. Over the next year, revenue is forecast to grow 9.9%, compared to a 770% growth forecast for the industry in Poland. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 55 percentage points per year, which is a significant difference in performance.
분석 기사 • Feb 25Is There An Opportunity With Agora S.A.'s (WSE:AGO) 31% Undervaluation?Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Agora S.A. ( WSE:AGO...
Reported Earnings • Nov 22Third quarter 2021 earnings: Revenues exceed analyst expectationsThird quarter 2021 results: Revenue: zł266.5m (up 38% from 3Q 2020). Net loss: zł1.18m (loss narrowed 83% from 3Q 2020). Revenue exceeded analyst estimates by 3.3%. Over the next year, revenue is forecast to grow 23%, compared to a 7.3% growth forecast for the industry in Poland. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.
Reported Earnings • Aug 18Second quarter 2021 earnings releasedThe company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2021 results: Revenue: zł201.8m (up 56% from 2Q 2020). Net loss: zł9.21m (loss narrowed 76% from 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Price Target Changed • Jul 28Price target increased to zł17.00Up from zł15.50, the current price target is an average from 2 analysts. New target price is 81% above last closing price of zł9.40. Stock is up 16% over the past year.
공시 • Apr 29Agora Plans to Reopen Cinemas Operated by Its Unit Helios from May 29Agora plans to reopen cinemas operated by its unit Helios from May 29, in line with the latest government guidelines.
분석 기사 • Apr 28A Look At The Fair Value Of Agora S.A. (WSE:AGO)How far off is Agora S.A. ( WSE:AGO ) from its intrinsic value? Using the most recent financial data, we'll take a look...
Reported Earnings • Mar 20Full year 2020 earnings released: zł2.52 loss per share (vs zł0.076 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: zł836.5m (down 33% from FY 2019). Net loss: zł117.2m (down zł120.7m from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 24% per year, which means it is performing significantly worse than earnings.
분석 기사 • Feb 28Does Agora (WSE:AGO) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Is New 90 Day High Low • Feb 10New 90-day low: zł6.24The company is down 3.0% from its price of zł6.46 on 12 November 2020. The Polish market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is zł7.01 per share.
분석 기사 • Feb 01Is Agora S.A. (WSE:AGO) Potentially Undervalued?Agora S.A. ( WSE:AGO ), might not be a large cap stock, but it received a lot of attention from a substantial price...
분석 기사 • Jan 05Estimating The Intrinsic Value Of Agora S.A. (WSE:AGO)In this article we are going to estimate the intrinsic value of Agora S.A. ( WSE:AGO ) by taking the expected future...
Is New 90 Day High Low • Dec 28New 90-day high: zł7.26The company is up 10.0% from its price of zł6.58 on 29 September 2020. The Polish market is also up 10.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the Media industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is zł7.41 per share.
분석 기사 • Dec 10If You Had Bought Agora's (WSE:AGO) Shares Three Years Ago You Would Be Down 54%If you love investing in stocks you're bound to buy some losers. But long term Agora S.A. ( WSE:AGO ) shareholders have...
Is New 90 Day High Low • Nov 25New 90-day high: zł7.18The company is up 3.0% from its price of zł6.96 on 27 August 2020. The Polish market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is down 7.0% over the same period.
공시 • Nov 19+ 3 more updatesAgora S.A. to Report Q3, 2021 Results on Nov 19, 2021Agora S.A. announced that they will report Q3, 2021 results on Nov 19, 2021
Is New 90 Day High Low • Oct 29New 90-day low: zł4.44The company is down 41% from its price of zł7.50 on 31 July 2020. The Polish market is down 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is down 9.0% over the same period.
Is New 90 Day High Low • Oct 13New 90-day low: zł5.56The company is down 35% from its price of zł8.60 on 15 July 2020. The Polish market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is down 1.0% over the same period.
공시 • Oct 02+ 1 more updateAgora S.A. (WSE:AGO) completed the acquisition of Agora Poligrafia Sp Z O O.Agora S.A. (WSE:AGO) agreed to acquire Agora Poligrafia Sp Z O O on February 12, 2020. At the end of February 2020, the last contract of employment will be terminated at Agora Poligrafia's workplace and the management of its assets will be taken over by Agora S.A. The transaction was resolved by the shareholder of Agora on June 25, 2020. Agora S.A. (WSE:AGO) completed the acquisition of Agora Poligrafia Sp Z O O on October 1, 2020.
공시 • Sep 29Agora SA Announces Resignation of Grzegorz Kania as the Member of the Management BoardThe Management Board of Agora S.A. with its registered office in Warsaw informed with reference to report no. 21/2020 of 30 April 2020 on the intention to resign by Grzegorz Kania from his position as a Member of the Management Board of the company, that on 28 September 2020, the company received a resignation from Mr. Grzegorz Kania from the position of a Member of the Management Board and his participation in the Management Board of Agora S.A. with an instant effect. Duties of the financial director within the Management Board of Agora S.A. were taken over by Anna Krynska Godlewska.
Reported Earnings • Sep 27First half earnings releasedOver the last 12 months the company has reported total losses of zł66.5m, with losses widening by 353% from the prior year. Total revenue was zł1.09b over the last 12 months, down 7.9% from the prior year.
공시 • Sep 19Agora S.A. (WSE:AGO) decided to execute its call option to acquire the remaining 60% stake Eurozet Sp. z o.o. from SFS Ventures s.r.o.Agora S.A. (WSE:AGO) decided to execute its call option to acquire the remaining 60% stake Eurozet Sp. z o.o. from SFS Ventures s.r.o. on September 18, 2019. Agora will seek antimonopoly office UOKiK consent for the transaction. As of November 27, 2019, antimonopoly office UOKiK office extended the decision on this transaction.
공시 • Aug 07Agora S.A. to Report First Half, 2020 Final Results on Sep 25, 2020Agora S.A. announced that they will report first half, 2020 final results on Sep 25, 2020