Modivo 과거 순이익 실적
과거 기준 점검 4/6
Modivo은 연평균 79.4%의 비율로 수입이 증가해 온 반면, Specialty Retail 산업은 수입이 16.6% 증가했습니다. 매출은 연평균 11.4%의 비율로 증가했습니다. Modivo의 자기자본이익률은 34.1%이고 순이익률은 7%입니다.
핵심 정보
79.43%
순이익 성장률
80.10%
주당순이익(EPS) 성장률
| Specialty Retail 산업 성장률 | 23.90% |
| 매출 성장률 | 11.44% |
| 자기자본이익률 | 34.11% |
| 순이익률 | 6.99% |
| 다음 순이익 업데이트 | 28 May 2026 |
최근 과거 실적 업데이트
분석 기사 • Dec 05
Shareholders Shouldn’t Be Too Comfortable With CCC's (WSE:CCC) Strong Earnings
Even though CCC S.A. ( WSE:CCC ) posted strong earnings recently, the stock hasn't reacted in a large way. We looked...분석 기사 • May 06
Investors Shouldn't Be Too Comfortable With CCC's (WSE:CCC) Earnings
Last week's profit announcement from CCC S.A. ( WSE:CCC ) was underwhelming for investors, despite headline numbers...Recent updates
내러티브 업데이트 • May 21
MDV: Recent Downgrades And Richer P E Multiple Will Shape Future Returns
Analysts have trimmed their price target on Modivo from PLN 75.00 to PLN 74.00, citing updated assumptions for growth, profitability, and a higher projected P/E multiple following recent downgrades from several firms. Analyst Commentary Recent research has highlighted a more cautious tone around Modivo, with several bearish analysts revisiting their assumptions and trimming expectations.
내러티브 업데이트 • May 06
MDV: Reset Expectations And Sticky Clients Will Support Future Earnings Quality
Analysts have trimmed their price target on Modivo to PLN 131.64 from PLN 138.18, citing updated assumptions around revenue growth, profit margins and future P/E multiples following recent downgrades from several brokers. Analyst Commentary Bullish Takeaways Bullish analysts highlight that the updated assumptions on revenue growth and margins are now closer to recent broker estimates, which they see as reducing the risk of further large valuation resets.내러티브 업데이트 • Apr 22
MDV: Data Moat And Sticky Clients Will Support Future Earnings Quality
Analysts have trimmed their price target on Modivo from PLN 143.64 to PLN 138.18. This change reflects updated fair value estimates based on slightly higher discount rate assumptions and a modestly lower future P/E.
내러티브 업데이트 • Apr 08
MDV: Mature High Margin Platform Profile Will Support Future Upside Potential
Narrative Update on Modivo Analysts have reset their price target for Modivo from PLN254.60 to PLN228.75, citing updated assumptions for discount rate, revenue growth, profit margin and a lower future P/E multiple in line with how maturing, high margin platforms are being framed in recent research. Analyst Commentary Bullish analysts looking at Modivo are framing it against peers that already operate at scale with strong profitability, similar to how large platforms in other sectors generate more than $1b in revenue with roughly 40% margins while growth slows as they mature.내러티브 업데이트 • Mar 25
MDV: Data Moat And Sticky Clients Will Support Future Margin Quality
Analysts have revised their price target on Modivo to PLN 143.64 from PLN 181.31. This reflects updated assumptions around fair value, discount rate, growth, profitability and future P/E.내러티브 업데이트 • Mar 10
MDV: Higher Risk Assumptions And Lower P E Multiple Will Restrain Upside
Analysts have reduced their price target for Modivo from PLN 91.70 to PLN 75.00. This change reflects updated assumptions around fair value, discount rate, revenue growth, profit margins and future P/E multiples.내러티브 업데이트 • Feb 23
MDV: Slower AI And Automation Uptake Will Cap Future Share Price Upside
Analysts have trimmed their PLN price target for Modivo slightly to reflect a fair value adjustment from PLN 92.00 to about PLN 91.70, balancing marginally higher revenue growth assumptions with slightly lower profit margin and P/E expectations. Analyst Commentary Recent valuation work on Modivo points to a more cautious tone among some bearish analysts, who are stressing that even small changes in assumptions on margins and P/E can meaningfully influence perceived upside.내러티브 업데이트 • Feb 09
CCC: Data Moat And Sticky Clients Will Support Future Upside Potential
Analysts have trimmed their price target on CCC, cutting Fair Value by about US$28 to US$254.60 as they factor in more modest revenue growth, lower profit margins despite roughly 40% historical levels cited in recent research, and a higher future P/E multiple that reflects both CCC's maturing core auto insurance and claims business and tempered expectations for incremental upside from AI and casualty opportunities. Analyst Commentary Recent Street research paints a mixed but constructive picture for CCC, with views ranging from cautious to optimistic on how the company can translate its existing scale in auto insurance and claims into future growth.분석 기사 • Feb 04
We Think CCC (WSE:CCC) Can Stay On Top Of Its Debt
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...내러티브 업데이트 • Jan 26
CCC: Slower AI Adoption Will Restrain Future Upside Despite Depressed Share Price
Narrative Update on CCC Intelligent Solutions (CCC) The analyst price target for CCC has shifted to align more closely with recent Street views around maturing core growth, slower-than-expected AI adoption and already recognized casualty opportunities. The revised fair value has moved from about $139.68 to $92.00 as analysts factor in updated assumptions for growth, margins and future P/E.분석 기사 • Jan 22
Is Now The Time To Put CCC (WSE:CCC) On Your Watchlist?
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...내러티브 업데이트 • Jan 11
CCC: Data Moat And Sticky Clients Will Support Margin Expansion Outlook
Narrative Update on CCC Analysts have nudged their price target for CCC slightly higher to US$181.31 from US$181.28, reflecting continued confidence in its data moat, sticky client base, and inclusion among selected best ideas for 2026. Assumptions for growth, margins, and future P/E are being kept broadly unchanged.내러티브 업데이트 • Dec 24
CCC: Future Upside Seen As Modest Margin Pressure Fails To Derail Outlook
Analysts have modestly reduced their price target on CCC to approximately $181 from about $190 per share. This reflects slightly lower long term margin expectations that more than offset a small uptick in projected revenue growth and a marginally lower discount rate.내러티브 업데이트 • Dec 10
CCC: Future Returns Will Improve As Revenue Outpaces Compressed Profit Margins
Analysts have reduced their price target on CCC from approximately 221.75 dollars to 189.78 dollars, citing higher required returns and a more cautious view on future profitability, despite slightly stronger revenue growth expectations. Valuation Changes Fair Value: reduced significantly from 221.75 PLN to 189.78 PLN, reflecting a more conservative assessment of CCC's intrinsic worth.분석 기사 • Dec 05
Shareholders Shouldn’t Be Too Comfortable With CCC's (WSE:CCC) Strong Earnings
Even though CCC S.A. ( WSE:CCC ) posted strong earnings recently, the stock hasn't reacted in a large way. We looked...내러티브 업데이트 • Nov 26
CCC: Future Earnings Will Rise With Higher Profit Margins And Lower P/E Ratio
Analysts have modestly decreased their price target for CCC to $221.75, citing a minor adjustment to profit margin expectations and future price-to-earnings estimates. Valuation Changes Consensus Analyst Price Target remains unchanged at PLN 221.75.분석 기사 • Nov 26
CCC S.A. (WSE:CCC) Shares Could Be 26% Below Their Intrinsic Value Estimate
Key Insights CCC's estimated fair value is zł183 based on 2 Stage Free Cash Flow to Equity CCC is estimated to be 26...분석 기사 • Nov 12
CCC S.A.'s (WSE:CCC) Business Is Yet to Catch Up With Its Share Price
With a median price-to-earnings (or "P/E") ratio of close to 13x in Poland, you could be forgiven for feeling...내러티브 업데이트 • Nov 10
CCC: Future Profit Margins Will Drive Stronger Earnings Performance
Analysts have lowered their price target for CCC from $226.75 to $221.75. They cite updated assessments of growth and profitability metrics as the reason for the adjustment.분석 기사 • Oct 28
At zł140, Is CCC S.A. (WSE:CCC) Worth Looking At Closely?
While CCC S.A. ( WSE:CCC ) might not have the largest market cap around , it received a lot of attention from a...분석 기사 • Oct 13
Here's Why We Think CCC (WSE:CCC) Might Deserve Your Attention Today
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...분석 기사 • Sep 17
Here's Why CCC (WSE:CCC) Can Manage Its Debt Responsibly
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...분석 기사 • Aug 10
CCC S.A. (WSE:CCC) Not Flying Under The Radar
WSE:CCC 1 Year Share Price vs Fair Value Explore CCC's Fair Values from the Community and select yours CCC S.A.'s...분석 기사 • Jul 28
At zł209, Is It Time To Put CCC S.A. (WSE:CCC) On Your Watch List?
CCC S.A. ( WSE:CCC ), might not be a large cap stock, but it saw a double-digit share price rise of over 10% in the...분석 기사 • Jul 13
Here's Why We Think CCC (WSE:CCC) Might Deserve Your Attention Today
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...분석 기사 • Jun 29
Estimating The Fair Value Of CCC S.A. (WSE:CCC)
Key Insights Using the 2 Stage Free Cash Flow to Equity, CCC fair value estimate is zł196 Current share price of zł203...분석 기사 • May 24
CCC (WSE:CCC) Has A Pretty Healthy Balance Sheet
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • May 06
Investors Shouldn't Be Too Comfortable With CCC's (WSE:CCC) Earnings
Last week's profit announcement from CCC S.A. ( WSE:CCC ) was underwhelming for investors, despite headline numbers...분석 기사 • Apr 18
At zł229, Is CCC S.A. (WSE:CCC) Worth Looking At Closely?
CCC S.A. ( WSE:CCC ), is not the largest company out there, but it received a lot of attention from a substantial price...분석 기사 • Apr 03
CCC S.A.'s (WSE:CCC) 28% Share Price Surge Not Quite Adding Up
CCC S.A. ( WSE:CCC ) shares have had a really impressive month, gaining 28% after a shaky period beforehand. The annual...분석 기사 • Mar 13
Calculating The Fair Value Of CCC S.A. (WSE:CCC)
Key Insights The projected fair value for CCC is zł197 based on 2 Stage Free Cash Flow to Equity CCC's zł184 share...분석 기사 • Jan 24
We Think CCC (WSE:CCC) Can Stay On Top Of Its Debt
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
새로운 내러티브 • Dec 23
HalfPrice Expansion And Reebok Licensing Strategy Will Boost Revenue And Profitability
Expansion in new markets and focus on omnichannel strategy, including a large retail space launch, could significantly boost revenue.분석 기사 • Dec 01
Earnings Beat: CCC S.A. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
Shareholders might have noticed that CCC S.A. ( WSE:CCC ) filed its third-quarter result this time last week. The early...분석 기사 • Nov 29
Investors Still Waiting For A Pull Back In CCC S.A. (WSE:CCC)
When close to half the companies in the Specialty Retail industry in Poland have price-to-sales ratios (or "P/S") below...분석 기사 • Nov 09
Estimating The Intrinsic Value Of CCC S.A. (WSE:CCC)
Key Insights The projected fair value for CCC is zł165 based on 2 Stage Free Cash Flow to Equity CCC's zł181 share...분석 기사 • Sep 05
Here's Why CCC (WSE:CCC) Has A Meaningful Debt Burden
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • Aug 18
Potential Upside For CCC S.A. (WSE:CCC) Not Without Risk
With a median price-to-sales (or "P/S") ratio of close to 0.8x in the Specialty Retail industry in Poland, you could be...분석 기사 • Jul 31
A Look At The Fair Value Of CCC S.A. (WSE:CCC)
Key Insights The projected fair value for CCC is zł141 based on 2 Stage Free Cash Flow to Equity Current share price of...분석 기사 • Jun 19
There May Be Underlying Issues With The Quality Of CCC's (WSE:CCC) Earnings
Investors were disappointed with CCC S.A.'s ( WSE:CCC ) earnings, despite the strong profit numbers. We did some...분석 기사 • May 21
We Think CCC (WSE:CCC) Can Stay On Top Of Its Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...분석 기사 • Mar 20
Estimating The Fair Value Of CCC S.A. (WSE:CCC)
Key Insights The projected fair value for CCC is zł85.66 based on 2 Stage Free Cash Flow to Equity Current share price...분석 기사 • Feb 24
CCC S.A. (WSE:CCC) Stock Rockets 25% But Many Are Still Ignoring The Company
CCC S.A. ( WSE:CCC ) shares have continued their recent momentum with a 25% gain in the last month alone. The last...분석 기사 • Feb 10
CCC (WSE:CCC) Has Debt But No Earnings; Should You Worry?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...매출 및 비용 세부 내역
매출 및 비용 세부 내역
Modivo가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.
순이익 및 매출 추이
| 날짜 | 매출 | 순이익 | 일반관리비 | 연구개발비 |
|---|---|---|---|---|
| 31 Oct 25 | 10,896 | 762 | 4,335 | 0 |
| 31 Jul 25 | 10,691 | 799 | 4,227 | 0 |
| 30 Apr 25 | 10,400 | 993 | 4,137 | 0 |
| 31 Jan 25 | 10,303 | 957 | 4,121 | 0 |
| 31 Oct 24 | 10,143 | 533 | 4,183 | 0 |
| 31 Jul 24 | 9,802 | 383 | 4,140 | 0 |
| 30 Apr 24 | 9,638 | 143 | 4,168 | 0 |
| 31 Jan 24 | 9,440 | -56 | 4,184 | 0 |
| 31 Oct 23 | 9,361 | -201 | 4,245 | 0 |
| 31 Jul 23 | 9,352 | -271 | 4,304 | 0 |
| 30 Apr 23 | 9,305 | -352 | 4,295 | 0 |
| 31 Jan 23 | 9,123 | -375 | 4,208 | 0 |
| 31 Oct 22 | 8,714 | -415 | 4,102 | 0 |
| 31 Jul 22 | 8,348 | -344 | 3,939 | 0 |
| 30 Apr 22 | 8,004 | -266 | 3,771 | 0 |
| 31 Jan 22 | 7,542 | -248 | 3,538 | 0 |
| 30 Apr 21 | 5,853 | -1,109 | 2,723 | 0 |
| 31 Jan 21 | 5,205 | -912 | 2,607 | 0 |
| 30 Sep 20 | 5,238 | -593 | 2,691 | 0 |
| 30 Jun 20 | 5,131 | -549 | 2,510 | 0 |
| 31 Mar 20 | 5,398 | -104 | 2,467 | 0 |
| 31 Dec 19 | 5,403 | 96 | 2,349 | 0 |
| 30 Sep 19 | 5,410 | 101 | 2,355 | 0 |
| 30 Jun 19 | 5,254 | 85 | 2,345 | 0 |
| 31 Mar 19 | 5,005 | 226 | 2,222 | 0 |
| 31 Dec 18 | 4,726 | 226 | 2,097 | 0 |
| 30 Sep 18 | 4,227 | 319 | 1,732 | 0 |
| 30 Jun 18 | 4,021 | 375 | 1,616 | 0 |
| 31 Mar 18 | 3,876 | 288 | 1,534 | 0 |
| 31 Dec 17 | 3,938 | 347 | 1,508 | 0 |
| 30 Sep 17 | 3,960 | 77 | 1,604 | 0 |
| 30 Jun 17 | 3,637 | 46 | 1,479 | 0 |
| 31 Mar 17 | 3,376 | 30 | 1,408 | 0 |
| 31 Dec 16 | 3,185 | 51 | 1,324 | 0 |
| 30 Sep 16 | 2,814 | 232 | 1,232 | 0 |
| 30 Jun 16 | 2,662 | 257 | 1,162 | 0 |
| 31 Mar 16 | 2,404 | 227 | 1,054 | 0 |
| 31 Dec 15 | 2,307 | 259 | 1,005 | 0 |
| 30 Sep 15 | 2,232 | 455 | 947 | 0 |
| 30 Jun 15 | 2,193 | 462 | 905 | 0 |
양질의 수익: MDV는 PLN302.3M 규모의 큰 일회성 이익이 있어 31st October, 2025까지 지난 12개월 재무 결과에 영향을 미쳤습니다.
이익 마진 증가: MDV의 현재 순 이익률 (7%)은 지난해 (5.3%)보다 높습니다.
잉여현금흐름 대비 순이익 분석
과거 순이익 성장 분석
수익추이: MDV는 지난 5년 동안 흑자전환하며 연평균 79.4%의 수익 성장을 기록했습니다.
성장 가속화: 지난 1년간 MDV 의 수익 증가율(42.9%)은 5년 평균(연간 79.4%)보다 낮습니다.
수익 대 산업: MDV의 지난 1년 수익 증가율(42.9%)은 Specialty Retail 업계의 25.1%를 상회했습니다.
자기자본이익률
높은 ROE: MDV의 자본 수익률(34.1%)은 높음으로 평가됩니다.
총자산이익률
투하자본수익률
우수한 과거 실적 기업을 찾아보세요
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/25 06:54 |
| 종가 | 2026/05/25 00:00 |
| 수익 | 2025/10/31 |
| 연간 수익 | 2025/01/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Modivo S.A.는 26명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Kamil Kliszcz | Biuro maklerskie mBanku |
| Janusz Pieta | Biuro maklerskie mBanku |
| Ilya Ogorodnikov | BofA Global Research |