View ValuationMLP Group 향후 성장Future 기준 점검 1/6MLP Group 의 수익은 연간 9.3% 감소할 것으로 예상되는 반면, 연간 수익은 15% 로 증가할 것으로 예상됩니다. EPS는 연간 15.3% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 9.4% 로 예상됩니다.핵심 정보-9.3%이익 성장률-15.32%EPS 성장률Real Estate 이익 성장14.6%매출 성장률15.0%향후 자기자본이익률9.38%애널리스트 커버리지Low마지막 업데이트22 Jun 2026최근 향후 성장 업데이트Major Estimate Revision • Apr 15Consensus EPS estimates increase by 35%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from zł451.0m to zł422.0m. EPS estimate rose from zł18.90 to zł25.57. Net income forecast to shrink 37% next year vs 7.0% decline forecast for Real Estate industry in Poland. Consensus price target broadly unchanged at zł101. Share price rose 3.7% to zł85.00 over the past week.Major Estimate Revision • Dec 10Consensus EPS estimates increase by 53%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from zł407.0m to zł371.0m. EPS estimate rose from zł8.98 to zł13.72. Net income forecast to grow 62% next year vs 26% growth forecast for Real Estate industry in Poland. Consensus price target down from zł114 to zł101. Share price rose 3.3% to zł80.60 over the past week.Price Target Changed • Dec 09Price target decreased by 13% to zł101Down from zł116, the current price target is an average from 2 analysts. New target price is 27% above last closing price of zł79.80. Stock is up 7.8% over the past year. The company is forecast to post earnings per share of zł13.72 next year compared to a net loss per share of zł2.17 last year.공시 • Apr 06MLP Group S.A. Provides Total Revenue Guidance for the Year 2028MLP Group S.A. provided total revenue guidance for the year 2028. The company's total revenue at the end of 2028 is expected to rise to EUR 183 million - EUR 215 million from EUR 83 million - EUR 98 million in 2024.Price Target Changed • Mar 27Price target increased by 9.1% to zł116Up from zł107, the current price target is an average from 2 analysts. New target price is 54% above last closing price of zł75.80. Stock is up 3.0% over the past year. The company is forecast to post earnings per share of zł21.36 next year compared to a net loss per share of zł2.17 last year.Price Target Changed • May 19Price target increased by 12% to zł107Up from zł95.38, the current price target is an average from 2 analysts. New target price is 25% above last closing price of zł85.00. Stock is up 16% over the past year. The company is forecast to post earnings per share of zł12.27 for next year compared to zł19.69 last year.모든 업데이트 보기Recent updates공시 • Jun 04MLP Group S.A., Annual General Meeting, Jun 29, 2026MLP Group S.A., Annual General Meeting, Jun 29, 2026, at 10:00 Central European Standard Time.Buy Or Sell Opportunity • Jun 02Now 20% undervaluedOver the last 90 days, the stock has risen 18% to zł107. The fair value is estimated to be zł134, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are forecast to decline by 6.8% per annum over the same time period.Reported Earnings • May 24First quarter 2026 earnings released: EPS: zł1.35 (vs zł1.78 loss in 1Q 2025)First quarter 2026 results: EPS: zł1.35 (up from zł1.78 loss in 1Q 2025). Revenue: zł130.6m (up 20% from 1Q 2025). Net income: zł32.5m (up zł75.2m from 1Q 2025). Profit margin: 25% (up from net loss in 1Q 2025). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Real Estate industry in Poland. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • May 08Now 21% undervaluedOver the last 90 days, the stock has risen 2.7% to zł99.40. The fair value is estimated to be zł127, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are forecast to decline by 6.8% per annum over the same time period.Buy Or Sell Opportunity • Apr 07Now 21% undervaluedOver the last 90 days, the stock has risen 3.3% to zł93.00. The fair value is estimated to be zł118, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are forecast to decline by 6.8% per annum over the same time period.Reported Earnings • Mar 18Full year 2025 earnings released: EPS: zł19.13 (vs zł15.51 in FY 2024)Full year 2025 results: EPS: zł19.13 (up from zł15.51 in FY 2024). Revenue: zł420.5m (up 13% from FY 2024). Net income: zł459.0m (up 23% from FY 2024). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Real Estate industry in Poland. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.New Risk • Mar 18New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 8.5% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.9x net interest cover). Earnings are forecast to decline by an average of 8.5% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.Buy Or Sell Opportunity • Mar 04Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 9.8% to zł90.00. The fair value is estimated to be zł74.43, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 31%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.분석 기사 • Dec 19Investors Still Aren't Entirely Convinced By MLP Group S.A.'s (WSE:MLG) Earnings Despite 28% Price JumpMLP Group S.A. ( WSE:MLG ) shares have continued their recent momentum with a 28% gain in the last month alone. Looking...Buy Or Sell Opportunity • Dec 11Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to zł87.60. The fair value is estimated to be zł72.80, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 31%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.분석 기사 • Nov 22We Think You Should Be Aware Of Some Concerning Factors In MLP Group's (WSE:MLG) EarningsMLP Group S.A.'s ( WSE:MLG ) healthy profit numbers didn't contain any surprises for investors. We believe that...Reported Earnings • Nov 17Third quarter 2025 earnings released: EPS: zł0.44 (vs zł0.69 loss in 3Q 2024)Third quarter 2025 results: EPS: zł0.44 (up from zł0.69 loss in 3Q 2024). Revenue: zł100.2m (up 11% from 3Q 2024). Net income: zł10.6m (up zł27.2m from 3Q 2024). Profit margin: 11% (up from net loss in 3Q 2024). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Real Estate industry in Poland. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.공시 • Nov 12MLP Group S.A. to Report Q3, 2025 Results on Nov 14, 2025MLP Group S.A. announced that they will report Q3, 2025 results on Nov 14, 2025Reported Earnings • Aug 26Second quarter 2025 earnings released: EPS: zł5.08 (vs zł11.06 in 2Q 2024)Second quarter 2025 results: EPS: zł5.08 (down from zł11.06 in 2Q 2024). Revenue: zł97.9m (up 7.0% from 2Q 2024). Net income: zł121.9m (down 54% from 2Q 2024). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Real Estate industry in Poland. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.Reported Earnings • May 21First quarter 2025 earnings released: zł1.78 loss per share (vs zł0.68 profit in 1Q 2024)First quarter 2025 results: zł1.78 loss per share (down from zł0.68 profit in 1Q 2024). Revenue: zł109.2m (up 14% from 1Q 2024). Net loss: zł42.7m (down 363% from profit in 1Q 2024). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Real Estate industry in Poland. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.Major Estimate Revision • Apr 15Consensus EPS estimates increase by 35%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from zł451.0m to zł422.0m. EPS estimate rose from zł18.90 to zł25.57. Net income forecast to shrink 37% next year vs 7.0% decline forecast for Real Estate industry in Poland. Consensus price target broadly unchanged at zł101. Share price rose 3.7% to zł85.00 over the past week.분석 기사 • Mar 27Impressive Earnings May Not Tell The Whole Story For MLP Group (WSE:MLG)MLP Group S.A. ( WSE:MLG ) announced strong profits, but the stock was stagnant. Our analysis suggests that...Reported Earnings • Mar 21Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: zł15.51 (up from zł2.17 loss in FY 2023). Revenue: zł372.4m (up 3.2% from FY 2023). Net income: zł372.2m (up zł424.2m from FY 2023). Profit margin: 100% (up from net loss in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 15%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Real Estate industry in Poland. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.분석 기사 • Mar 21Does MLP Group (WSE:MLG) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...New Risk • Dec 20New 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 6.4% 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 (2.8x net interest cover). Minor Risks Share price has been volatile over the past 3 months (6.4% average weekly change). Large one-off items impacting financial results.Valuation Update With 7 Day Price Move • Dec 20Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to zł67.80, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 8x in the Real Estate industry in Poland. Total loss to shareholders of 11% over the past three years.분석 기사 • Dec 11This Analyst Just Downgraded Their MLP Group S.A. (WSE:MLG) EPS ForecastsMarket forces rained on the parade of MLP Group S.A. ( WSE:MLG ) shareholders today, when the covering analyst...Major Estimate Revision • Dec 10Consensus EPS estimates increase by 53%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from zł407.0m to zł371.0m. EPS estimate rose from zł8.98 to zł13.72. Net income forecast to grow 62% next year vs 26% growth forecast for Real Estate industry in Poland. Consensus price target down from zł114 to zł101. Share price rose 3.3% to zł80.60 over the past week.Price Target Changed • Dec 09Price target decreased by 13% to zł101Down from zł116, the current price target is an average from 2 analysts. New target price is 27% above last closing price of zł79.80. Stock is up 7.8% over the past year. The company is forecast to post earnings per share of zł13.72 next year compared to a net loss per share of zł2.17 last year.Reported Earnings • Nov 18Third quarter 2024 earnings released: zł6.90 loss per share (vs zł4.54 profit in 3Q 2023)Third quarter 2024 results: zł6.90 loss per share (down from zł4.54 profit in 3Q 2023). Revenue: zł91.2m (up 10% from 3Q 2023). Net loss: zł16.6m (down 115% from profit in 3Q 2023). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Real Estate industry in Poland. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.분석 기사 • Aug 30There May Be Underlying Issues With The Quality Of MLP Group's (WSE:MLG) EarningsMLP Group S.A.'s ( WSE:MLG ) stock was strong after they recently reported robust earnings. We did some analysis and...Reported Earnings • Aug 25Second quarter 2024 earnings released: EPS: zł11.06 (vs zł4.54 loss in 2Q 2023)Second quarter 2024 results: EPS: zł11.06 (up from zł4.54 loss in 2Q 2023). Revenue: zł91.5m (flat on 2Q 2023). Net income: zł265.4m (up zł374.3m from 2Q 2023). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Real Estate industry in Poland. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.공시 • May 23MLP Group S.A., Annual General Meeting, Jun 17, 2024MLP Group S.A., Annual General Meeting, Jun 17, 2024.Reported Earnings • May 22First quarter 2024 earnings released: EPS: zł0.68 (vs zł1.09 in 1Q 2023)First quarter 2024 results: EPS: zł0.68 (down from zł1.09 in 1Q 2023). Revenue: zł96.2m (up 1.6% from 1Q 2023). Net income: zł16.2m (down 38% from 1Q 2023). Profit margin: 17% (down from 28% in 1Q 2023). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Real Estate industry in Poland. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.분석 기사 • Apr 17MLP Group (WSE:MLG) Seems To Use Debt Quite SensiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...공시 • Apr 06MLP Group S.A. Provides Total Revenue Guidance for the Year 2028MLP Group S.A. provided total revenue guidance for the year 2028. The company's total revenue at the end of 2028 is expected to rise to EUR 183 million - EUR 215 million from EUR 83 million - EUR 98 million in 2024.Price Target Changed • Mar 27Price target increased by 9.1% to zł116Up from zł107, the current price target is an average from 2 analysts. New target price is 54% above last closing price of zł75.80. Stock is up 3.0% over the past year. The company is forecast to post earnings per share of zł21.36 next year compared to a net loss per share of zł2.17 last year.Reported Earnings • Mar 20Full year 2023 earnings released: zł2.17 loss per share (vs zł19.69 profit in FY 2022)Full year 2023 results: zł2.17 loss per share (down from zł19.69 profit in FY 2022). Revenue: zł360.8m (up 29% from FY 2022). Net loss: zł52.1m (down 112% from profit in FY 2022). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Real Estate industry in Poland. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.공시 • Jan 26+ 3 more updatesMLP Group S.A. to Report First Half, 2024 Results on Aug 22, 2024MLP Group S.A. announced that they will report first half, 2024 results on Aug 22, 2024Reported Earnings • Nov 21Third quarter 2023 earnings released: EPS: zł4.54 (vs zł4.31 in 3Q 2022)Third quarter 2023 results: EPS: zł4.54 (up from zł4.31 in 3Q 2022). Revenue: zł83.4m (up 13% from 3Q 2022). Net income: zł109.0m (up 18% from 3Q 2022). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Real Estate industry in Poland. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 4% per year.공시 • May 31MLP Group S.A., Annual General Meeting, Jun 22, 2023MLP Group S.A., Annual General Meeting, Jun 22, 2023, at 12:00 Central European Standard Time.Reported Earnings • May 21First quarter 2023 earnings released: EPS: zł1.09 (vs zł1.39 in 1Q 2022)First quarter 2023 results: EPS: zł1.09 (down from zł1.39 in 1Q 2022). Revenue: zł95.2m (up 52% from 1Q 2022). Net income: zł26.1m (down 12% from 1Q 2022). Profit margin: 28% (down from 47% in 1Q 2022). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Real Estate industry in Poland. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.Price Target Changed • May 19Price target increased by 12% to zł107Up from zł95.38, the current price target is an average from 2 analysts. New target price is 25% above last closing price of zł85.00. Stock is up 16% over the past year. The company is forecast to post earnings per share of zł12.27 for next year compared to zł19.69 last year.공시 • Jan 31+ 2 more updatesMLP Group S.A. to Report First Half, 2023 Results on Aug 23, 2023MLP Group S.A. announced that they will report first half, 2023 results on Aug 23, 2023Reported Earnings • Nov 18Third quarter 2022 earnings released: EPS: zł4.31 (vs zł1.67 in 3Q 2021)Third quarter 2022 results: EPS: zł4.31 (up from zł1.67 in 3Q 2021). Revenue: zł74.2m (up 54% from 3Q 2021). Net income: zł92.2m (up 158% from 3Q 2021). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Real Estate industry in Poland. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 28Second quarter 2022 earnings released: EPS: zł18.91 (vs zł7.42 in 2Q 2021)Second quarter 2022 results: EPS: zł18.91 (up from zł7.42 in 2Q 2021). Revenue: zł61.0m (up 28% from 2Q 2021). Net income: zł404.3m (up 169% from 2Q 2021). Over the next year, revenue is forecast to grow 35%, compared to a 15% growth forecast for the Real Estate industry in Poland. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 25Investor sentiment improved over the past weekAfter last week's 17% share price gain to zł74.80, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 7x in the Real Estate industry in Poland. Total returns to shareholders of 67% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł36.45 per share.Reported Earnings • May 23First quarter 2022 earnings: EPS misses analyst expectationsFirst quarter 2022 results: EPS: zł1.39 (up from zł0.82 in 1Q 2021). Revenue: zł63.0m (up 26% from 1Q 2021). Net income: zł29.7m (up 84% from 1Q 2021). Profit margin: 47% (up from 32% in 1Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 23%, compared to a 18% growth forecast for the industry in Poland. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.공시 • Mar 29MLP Group S.A., Annual General Meeting, Jun 02, 2022MLP Group S.A., Annual General Meeting, Jun 02, 2022.Reported Earnings • Mar 18Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: zł23.23 (up from zł8.64 in FY 2020). Revenue: zł203.0m (up 6.5% from FY 2020). Net income: zł480.5m (up 182% from FY 2020). Revenue missed analyst estimates by 100%. Earnings per share (EPS) also missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 20%, compared to a 17% growth forecast for the industry in Poland. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.공시 • Jan 28+ 2 more updatesMLP Group S.A. to Report Q1, 2022 Results on May 18, 2022MLP Group S.A. announced that they will report Q1, 2022 results on May 18, 2022Reported Earnings • Aug 29Second quarter 2021 earnings released: EPS zł7.44 (vs zł0.46 in 2Q 2020)Second quarter 2021 results: Revenue: zł48.0m (up 16% from 2Q 2020). Net income: zł150.4m (up zł141.9m from 2Q 2020). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jun 03First quarter 2021 earnings released: EPS zł0.82 (vs zł6.22 in 1Q 2020)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2021 results: Revenue: zł50.2m (up 18% from 1Q 2020). Net income: zł16.1m (down 86% from 1Q 2020). Profit margin: 32% (down from 263% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.분석 기사 • May 27Here's Why We Think MLP Group (WSE:MLG) Is Well Worth WatchingSome have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...분석 기사 • Apr 13Here's Why MLP Group (WSE:MLG) Can Manage Its Debt ResponsiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Mar 19Full year 2020 earnings released: EPS zł8.64 (vs zł7.14 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2020 results: Revenue: zł190.7m (up 36% from FY 2019). Net income: zł170.4m (up 32% from FY 2019). Profit margin: 89% (down from 92% in FY 2019). Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Mar 01New 90-day high: zł85.00The company is up 1.0% from its price of zł84.00 on 01 December 2020. The Polish market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Real Estate industry, which is up 9.0% over the same period.분석 기사 • Feb 18What You Need To Know About MLP Group S.A.'s (WSE:MLG) Investor CompositionA look at the shareholders of MLP Group S.A. ( WSE:MLG ) can tell us which group is most powerful. Large companies...Is New 90 Day High Low • Jan 26New 90-day low: zł75.00The company is down 1.0% from its price of zł76.00 on 28 October 2020. The Polish market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Real Estate industry, which is up 15% over the same period.공시 • Jan 16+ 3 more updatesMLP Group S.A. to Report Q2, 2021 Results on Aug 25, 2021MLP Group S.A. announced that they will report Q2, 2021 results on Aug 25, 2021분석 기사 • Dec 23MLP Group (WSE:MLG) Is Growing Earnings But Are They A Good Guide?Statistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. Having said that...Reported Earnings • Dec 03Third quarter 2020 earnings released: EPS zł1.56The company reported a mediocre third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2020 results: Revenue: zł52.3m (up 51% from 3Q 2019). Net income: zł28.2m (down 31% from 3Q 2019). Profit margin: 54% (down from 117% in 3Q 2019). The decrease in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Oct 30New 90-day high: zł80.00The company is up 4.0% from its price of zł77.00 on 31 July 2020. The Polish market is down 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Real Estate industry, which is down 16% over the same period.Is New 90 Day High Low • Sep 22New 90-day low: zł69.00The company is down 14% from its price of zł80.00 on 24 June 2020. The Polish market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Real Estate industry, which is down 7.0% over the same period.이익 및 매출 성장 예측WSE:MLG - 애널리스트 향후 추정치 및 과거 재무 데이터 (PLN Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/2028672354N/A250212/31/2027599340N/A199212/31/2026515328N/A26523/31/2026442534234235N/A12/31/2025421459233234N/A9/30/2025401197191191N/A6/30/2025392170150150N/A3/31/2025385313117117N/A12/31/20243723729292N/A9/30/2024371187162164N/A6/30/2024363312193193N/A3/31/2024362-62181181N/A12/31/2023361-52177177N/A9/30/2023351-77183183N/A6/30/2023342-94137137N/A3/31/2023311419153153N/A12/31/2022279422165165N/A9/30/2022252804120120N/A6/30/2022226748115115N/A3/31/2022213494130130N/A12/31/2021201480165165N/A9/30/2021201223162162N/A6/30/2021205216175175N/A3/31/202119974190190N/A12/31/20201921709393N/A9/30/20201741819393N/A6/30/20201571938282N/A3/31/20201482293737N/A12/31/2019140129N/A86N/A9/30/2019138161N/A69N/A6/30/2019144118N/A59N/A3/31/2019149101N/A65N/A12/31/201814292N/A36N/A9/30/201813740N/A42N/A6/30/201812159N/A39N/A3/31/201810867N/A72N/A12/31/201710447N/A55N/A9/30/201710680N/A46N/A6/30/201710560N/A48N/A3/31/201710147N/A21N/A12/31/201610166N/A21N/A9/30/20168833N/A39N/A6/30/20169171N/A38N/A3/31/20169778N/A43N/A12/31/201510275N/A63N/A9/30/201510877N/A36N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: MLG 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -9.3%).수익 vs 시장: MLG 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -9.3%).고성장 수익: MLG 의 수익은 향후 3년간 감소할 것으로 예상됩니다.수익 대 시장: MLG 의 수익(연간 15%)이 Polish 시장(연간 4.5%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: MLG 의 수익(연간 15%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: MLG의 자본 수익률은 3년 후 9.4%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YReal-estate-management-and-development 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/05 12:37종가2026/07/03 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 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.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 소스MLP Group 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.분석가기관Maciej WewiórskiDom Maklerski Banku Ochrony Srodowiska S.A.Henning EsskuchenErste Group Bank AGCezary BernatekErste Group Bank AG1명의 분석가 더 보기
Major Estimate Revision • Apr 15Consensus EPS estimates increase by 35%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from zł451.0m to zł422.0m. EPS estimate rose from zł18.90 to zł25.57. Net income forecast to shrink 37% next year vs 7.0% decline forecast for Real Estate industry in Poland. Consensus price target broadly unchanged at zł101. Share price rose 3.7% to zł85.00 over the past week.
Major Estimate Revision • Dec 10Consensus EPS estimates increase by 53%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from zł407.0m to zł371.0m. EPS estimate rose from zł8.98 to zł13.72. Net income forecast to grow 62% next year vs 26% growth forecast for Real Estate industry in Poland. Consensus price target down from zł114 to zł101. Share price rose 3.3% to zł80.60 over the past week.
Price Target Changed • Dec 09Price target decreased by 13% to zł101Down from zł116, the current price target is an average from 2 analysts. New target price is 27% above last closing price of zł79.80. Stock is up 7.8% over the past year. The company is forecast to post earnings per share of zł13.72 next year compared to a net loss per share of zł2.17 last year.
공시 • Apr 06MLP Group S.A. Provides Total Revenue Guidance for the Year 2028MLP Group S.A. provided total revenue guidance for the year 2028. The company's total revenue at the end of 2028 is expected to rise to EUR 183 million - EUR 215 million from EUR 83 million - EUR 98 million in 2024.
Price Target Changed • Mar 27Price target increased by 9.1% to zł116Up from zł107, the current price target is an average from 2 analysts. New target price is 54% above last closing price of zł75.80. Stock is up 3.0% over the past year. The company is forecast to post earnings per share of zł21.36 next year compared to a net loss per share of zł2.17 last year.
Price Target Changed • May 19Price target increased by 12% to zł107Up from zł95.38, the current price target is an average from 2 analysts. New target price is 25% above last closing price of zł85.00. Stock is up 16% over the past year. The company is forecast to post earnings per share of zł12.27 for next year compared to zł19.69 last year.
공시 • Jun 04MLP Group S.A., Annual General Meeting, Jun 29, 2026MLP Group S.A., Annual General Meeting, Jun 29, 2026, at 10:00 Central European Standard Time.
Buy Or Sell Opportunity • Jun 02Now 20% undervaluedOver the last 90 days, the stock has risen 18% to zł107. The fair value is estimated to be zł134, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are forecast to decline by 6.8% per annum over the same time period.
Reported Earnings • May 24First quarter 2026 earnings released: EPS: zł1.35 (vs zł1.78 loss in 1Q 2025)First quarter 2026 results: EPS: zł1.35 (up from zł1.78 loss in 1Q 2025). Revenue: zł130.6m (up 20% from 1Q 2025). Net income: zł32.5m (up zł75.2m from 1Q 2025). Profit margin: 25% (up from net loss in 1Q 2025). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Real Estate industry in Poland. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • May 08Now 21% undervaluedOver the last 90 days, the stock has risen 2.7% to zł99.40. The fair value is estimated to be zł127, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are forecast to decline by 6.8% per annum over the same time period.
Buy Or Sell Opportunity • Apr 07Now 21% undervaluedOver the last 90 days, the stock has risen 3.3% to zł93.00. The fair value is estimated to be zł118, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are forecast to decline by 6.8% per annum over the same time period.
Reported Earnings • Mar 18Full year 2025 earnings released: EPS: zł19.13 (vs zł15.51 in FY 2024)Full year 2025 results: EPS: zł19.13 (up from zł15.51 in FY 2024). Revenue: zł420.5m (up 13% from FY 2024). Net income: zł459.0m (up 23% from FY 2024). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Real Estate industry in Poland. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
New Risk • Mar 18New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 8.5% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.9x net interest cover). Earnings are forecast to decline by an average of 8.5% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.
Buy Or Sell Opportunity • Mar 04Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 9.8% to zł90.00. The fair value is estimated to be zł74.43, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 31%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
분석 기사 • Dec 19Investors Still Aren't Entirely Convinced By MLP Group S.A.'s (WSE:MLG) Earnings Despite 28% Price JumpMLP Group S.A. ( WSE:MLG ) shares have continued their recent momentum with a 28% gain in the last month alone. Looking...
Buy Or Sell Opportunity • Dec 11Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to zł87.60. The fair value is estimated to be zł72.80, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 31%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
분석 기사 • Nov 22We Think You Should Be Aware Of Some Concerning Factors In MLP Group's (WSE:MLG) EarningsMLP Group S.A.'s ( WSE:MLG ) healthy profit numbers didn't contain any surprises for investors. We believe that...
Reported Earnings • Nov 17Third quarter 2025 earnings released: EPS: zł0.44 (vs zł0.69 loss in 3Q 2024)Third quarter 2025 results: EPS: zł0.44 (up from zł0.69 loss in 3Q 2024). Revenue: zł100.2m (up 11% from 3Q 2024). Net income: zł10.6m (up zł27.2m from 3Q 2024). Profit margin: 11% (up from net loss in 3Q 2024). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Real Estate industry in Poland. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
공시 • Nov 12MLP Group S.A. to Report Q3, 2025 Results on Nov 14, 2025MLP Group S.A. announced that they will report Q3, 2025 results on Nov 14, 2025
Reported Earnings • Aug 26Second quarter 2025 earnings released: EPS: zł5.08 (vs zł11.06 in 2Q 2024)Second quarter 2025 results: EPS: zł5.08 (down from zł11.06 in 2Q 2024). Revenue: zł97.9m (up 7.0% from 2Q 2024). Net income: zł121.9m (down 54% from 2Q 2024). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Real Estate industry in Poland. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
Reported Earnings • May 21First quarter 2025 earnings released: zł1.78 loss per share (vs zł0.68 profit in 1Q 2024)First quarter 2025 results: zł1.78 loss per share (down from zł0.68 profit in 1Q 2024). Revenue: zł109.2m (up 14% from 1Q 2024). Net loss: zł42.7m (down 363% from profit in 1Q 2024). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Real Estate industry in Poland. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
Major Estimate Revision • Apr 15Consensus EPS estimates increase by 35%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from zł451.0m to zł422.0m. EPS estimate rose from zł18.90 to zł25.57. Net income forecast to shrink 37% next year vs 7.0% decline forecast for Real Estate industry in Poland. Consensus price target broadly unchanged at zł101. Share price rose 3.7% to zł85.00 over the past week.
분석 기사 • Mar 27Impressive Earnings May Not Tell The Whole Story For MLP Group (WSE:MLG)MLP Group S.A. ( WSE:MLG ) announced strong profits, but the stock was stagnant. Our analysis suggests that...
Reported Earnings • Mar 21Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: zł15.51 (up from zł2.17 loss in FY 2023). Revenue: zł372.4m (up 3.2% from FY 2023). Net income: zł372.2m (up zł424.2m from FY 2023). Profit margin: 100% (up from net loss in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 15%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Real Estate industry in Poland. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
분석 기사 • Mar 21Does MLP Group (WSE:MLG) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
New Risk • Dec 20New 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 6.4% 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 (2.8x net interest cover). Minor Risks Share price has been volatile over the past 3 months (6.4% average weekly change). Large one-off items impacting financial results.
Valuation Update With 7 Day Price Move • Dec 20Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to zł67.80, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 8x in the Real Estate industry in Poland. Total loss to shareholders of 11% over the past three years.
분석 기사 • Dec 11This Analyst Just Downgraded Their MLP Group S.A. (WSE:MLG) EPS ForecastsMarket forces rained on the parade of MLP Group S.A. ( WSE:MLG ) shareholders today, when the covering analyst...
Major Estimate Revision • Dec 10Consensus EPS estimates increase by 53%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from zł407.0m to zł371.0m. EPS estimate rose from zł8.98 to zł13.72. Net income forecast to grow 62% next year vs 26% growth forecast for Real Estate industry in Poland. Consensus price target down from zł114 to zł101. Share price rose 3.3% to zł80.60 over the past week.
Price Target Changed • Dec 09Price target decreased by 13% to zł101Down from zł116, the current price target is an average from 2 analysts. New target price is 27% above last closing price of zł79.80. Stock is up 7.8% over the past year. The company is forecast to post earnings per share of zł13.72 next year compared to a net loss per share of zł2.17 last year.
Reported Earnings • Nov 18Third quarter 2024 earnings released: zł6.90 loss per share (vs zł4.54 profit in 3Q 2023)Third quarter 2024 results: zł6.90 loss per share (down from zł4.54 profit in 3Q 2023). Revenue: zł91.2m (up 10% from 3Q 2023). Net loss: zł16.6m (down 115% from profit in 3Q 2023). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Real Estate industry in Poland. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
분석 기사 • Aug 30There May Be Underlying Issues With The Quality Of MLP Group's (WSE:MLG) EarningsMLP Group S.A.'s ( WSE:MLG ) stock was strong after they recently reported robust earnings. We did some analysis and...
Reported Earnings • Aug 25Second quarter 2024 earnings released: EPS: zł11.06 (vs zł4.54 loss in 2Q 2023)Second quarter 2024 results: EPS: zł11.06 (up from zł4.54 loss in 2Q 2023). Revenue: zł91.5m (flat on 2Q 2023). Net income: zł265.4m (up zł374.3m from 2Q 2023). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Real Estate industry in Poland. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
공시 • May 23MLP Group S.A., Annual General Meeting, Jun 17, 2024MLP Group S.A., Annual General Meeting, Jun 17, 2024.
Reported Earnings • May 22First quarter 2024 earnings released: EPS: zł0.68 (vs zł1.09 in 1Q 2023)First quarter 2024 results: EPS: zł0.68 (down from zł1.09 in 1Q 2023). Revenue: zł96.2m (up 1.6% from 1Q 2023). Net income: zł16.2m (down 38% from 1Q 2023). Profit margin: 17% (down from 28% in 1Q 2023). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Real Estate industry in Poland. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
분석 기사 • Apr 17MLP Group (WSE:MLG) Seems To Use Debt Quite SensiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
공시 • Apr 06MLP Group S.A. Provides Total Revenue Guidance for the Year 2028MLP Group S.A. provided total revenue guidance for the year 2028. The company's total revenue at the end of 2028 is expected to rise to EUR 183 million - EUR 215 million from EUR 83 million - EUR 98 million in 2024.
Price Target Changed • Mar 27Price target increased by 9.1% to zł116Up from zł107, the current price target is an average from 2 analysts. New target price is 54% above last closing price of zł75.80. Stock is up 3.0% over the past year. The company is forecast to post earnings per share of zł21.36 next year compared to a net loss per share of zł2.17 last year.
Reported Earnings • Mar 20Full year 2023 earnings released: zł2.17 loss per share (vs zł19.69 profit in FY 2022)Full year 2023 results: zł2.17 loss per share (down from zł19.69 profit in FY 2022). Revenue: zł360.8m (up 29% from FY 2022). Net loss: zł52.1m (down 112% from profit in FY 2022). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Real Estate industry in Poland. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
공시 • Jan 26+ 3 more updatesMLP Group S.A. to Report First Half, 2024 Results on Aug 22, 2024MLP Group S.A. announced that they will report first half, 2024 results on Aug 22, 2024
Reported Earnings • Nov 21Third quarter 2023 earnings released: EPS: zł4.54 (vs zł4.31 in 3Q 2022)Third quarter 2023 results: EPS: zł4.54 (up from zł4.31 in 3Q 2022). Revenue: zł83.4m (up 13% from 3Q 2022). Net income: zł109.0m (up 18% from 3Q 2022). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Real Estate industry in Poland. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 4% per year.
공시 • May 31MLP Group S.A., Annual General Meeting, Jun 22, 2023MLP Group S.A., Annual General Meeting, Jun 22, 2023, at 12:00 Central European Standard Time.
Reported Earnings • May 21First quarter 2023 earnings released: EPS: zł1.09 (vs zł1.39 in 1Q 2022)First quarter 2023 results: EPS: zł1.09 (down from zł1.39 in 1Q 2022). Revenue: zł95.2m (up 52% from 1Q 2022). Net income: zł26.1m (down 12% from 1Q 2022). Profit margin: 28% (down from 47% in 1Q 2022). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Real Estate industry in Poland. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
Price Target Changed • May 19Price target increased by 12% to zł107Up from zł95.38, the current price target is an average from 2 analysts. New target price is 25% above last closing price of zł85.00. Stock is up 16% over the past year. The company is forecast to post earnings per share of zł12.27 for next year compared to zł19.69 last year.
공시 • Jan 31+ 2 more updatesMLP Group S.A. to Report First Half, 2023 Results on Aug 23, 2023MLP Group S.A. announced that they will report first half, 2023 results on Aug 23, 2023
Reported Earnings • Nov 18Third quarter 2022 earnings released: EPS: zł4.31 (vs zł1.67 in 3Q 2021)Third quarter 2022 results: EPS: zł4.31 (up from zł1.67 in 3Q 2021). Revenue: zł74.2m (up 54% from 3Q 2021). Net income: zł92.2m (up 158% from 3Q 2021). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Real Estate industry in Poland. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 28Second quarter 2022 earnings released: EPS: zł18.91 (vs zł7.42 in 2Q 2021)Second quarter 2022 results: EPS: zł18.91 (up from zł7.42 in 2Q 2021). Revenue: zł61.0m (up 28% from 2Q 2021). Net income: zł404.3m (up 169% from 2Q 2021). Over the next year, revenue is forecast to grow 35%, compared to a 15% growth forecast for the Real Estate industry in Poland. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 25Investor sentiment improved over the past weekAfter last week's 17% share price gain to zł74.80, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 7x in the Real Estate industry in Poland. Total returns to shareholders of 67% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł36.45 per share.
Reported Earnings • May 23First quarter 2022 earnings: EPS misses analyst expectationsFirst quarter 2022 results: EPS: zł1.39 (up from zł0.82 in 1Q 2021). Revenue: zł63.0m (up 26% from 1Q 2021). Net income: zł29.7m (up 84% from 1Q 2021). Profit margin: 47% (up from 32% in 1Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 23%, compared to a 18% growth forecast for the industry in Poland. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
공시 • Mar 29MLP Group S.A., Annual General Meeting, Jun 02, 2022MLP Group S.A., Annual General Meeting, Jun 02, 2022.
Reported Earnings • Mar 18Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: zł23.23 (up from zł8.64 in FY 2020). Revenue: zł203.0m (up 6.5% from FY 2020). Net income: zł480.5m (up 182% from FY 2020). Revenue missed analyst estimates by 100%. Earnings per share (EPS) also missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 20%, compared to a 17% growth forecast for the industry in Poland. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
공시 • Jan 28+ 2 more updatesMLP Group S.A. to Report Q1, 2022 Results on May 18, 2022MLP Group S.A. announced that they will report Q1, 2022 results on May 18, 2022
Reported Earnings • Aug 29Second quarter 2021 earnings released: EPS zł7.44 (vs zł0.46 in 2Q 2020)Second quarter 2021 results: Revenue: zł48.0m (up 16% from 2Q 2020). Net income: zł150.4m (up zł141.9m from 2Q 2020). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jun 03First quarter 2021 earnings released: EPS zł0.82 (vs zł6.22 in 1Q 2020)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2021 results: Revenue: zł50.2m (up 18% from 1Q 2020). Net income: zł16.1m (down 86% from 1Q 2020). Profit margin: 32% (down from 263% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
분석 기사 • May 27Here's Why We Think MLP Group (WSE:MLG) Is Well Worth WatchingSome have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...
분석 기사 • Apr 13Here's Why MLP Group (WSE:MLG) Can Manage Its Debt ResponsiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Mar 19Full year 2020 earnings released: EPS zł8.64 (vs zł7.14 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2020 results: Revenue: zł190.7m (up 36% from FY 2019). Net income: zł170.4m (up 32% from FY 2019). Profit margin: 89% (down from 92% in FY 2019). Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Mar 01New 90-day high: zł85.00The company is up 1.0% from its price of zł84.00 on 01 December 2020. The Polish market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Real Estate industry, which is up 9.0% over the same period.
분석 기사 • Feb 18What You Need To Know About MLP Group S.A.'s (WSE:MLG) Investor CompositionA look at the shareholders of MLP Group S.A. ( WSE:MLG ) can tell us which group is most powerful. Large companies...
Is New 90 Day High Low • Jan 26New 90-day low: zł75.00The company is down 1.0% from its price of zł76.00 on 28 October 2020. The Polish market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Real Estate industry, which is up 15% over the same period.
공시 • Jan 16+ 3 more updatesMLP Group S.A. to Report Q2, 2021 Results on Aug 25, 2021MLP Group S.A. announced that they will report Q2, 2021 results on Aug 25, 2021
분석 기사 • Dec 23MLP Group (WSE:MLG) Is Growing Earnings But Are They A Good Guide?Statistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. Having said that...
Reported Earnings • Dec 03Third quarter 2020 earnings released: EPS zł1.56The company reported a mediocre third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2020 results: Revenue: zł52.3m (up 51% from 3Q 2019). Net income: zł28.2m (down 31% from 3Q 2019). Profit margin: 54% (down from 117% in 3Q 2019). The decrease in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Oct 30New 90-day high: zł80.00The company is up 4.0% from its price of zł77.00 on 31 July 2020. The Polish market is down 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Real Estate industry, which is down 16% over the same period.
Is New 90 Day High Low • Sep 22New 90-day low: zł69.00The company is down 14% from its price of zł80.00 on 24 June 2020. The Polish market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Real Estate industry, which is down 7.0% over the same period.