Pepco Group N.V.

WSE:PCO 주식 리포트

시가총액: zł18.8b

Pepco Group 향후 성장

Future 기준 점검 4/6

Pepco Group (는) 각각 연간 11.9% 및 5.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 20.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 94.6% 로 예상됩니다.

핵심 정보

11.9%

이익 성장률

20.71%

EPS 성장률

Multiline Retail 이익 성장4.6%
매출 성장률5.2%
향후 자기자본이익률94.56%
애널리스트 커버리지

Good

마지막 업데이트02 Jun 2026

최근 향후 성장 업데이트

분석 기사 May 26

Earnings Update: Pepco Group N.V. (WSE:PCO) Just Reported Its Half-Yearly Results And Analysts Are Updating Their Forecasts

Investors in Pepco Group N.V. ( WSE:PCO ) had a good week, as its shares rose 5.0% to close at zł33.67 following the...

Recent updates

분석 기사 May 26

Earnings Update: Pepco Group N.V. (WSE:PCO) Just Reported Its Half-Yearly Results And Analysts Are Updating Their Forecasts

Investors in Pepco Group N.V. ( WSE:PCO ) had a good week, as its shares rose 5.0% to close at zł33.67 following the...
내러티브 업데이트 May 23

PCO: Fair Value Will Likely Hold As Higher P/E Supports Outlook

The analyst price target for Pepco Group has been adjusted from PLN 29.46 to PLN 31.78. Analysts point to updated fair value estimates and refreshed assumptions on discount rate, revenue growth, profit margin and future P/E as the key drivers behind the change.
내러티브 업데이트 Apr 30

PCO: Lower Future P E Multiple Will Likely Restrain Share Returns

Analysts now set their Pepco Group price target at PLN 19.46, slightly below the prior PLN 19.80. This reflects updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples.
내러티브 업데이트 Apr 16

PCO: Higher Future P E Multiple Will Likely Pressure Share Returns

Analysts have raised their PLN price target for Pepco Group from PLN 17.61 to PLN 19.80, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E multiples. Valuation Changes Fair Value: PLN 17.61 updated to PLN 19.80, indicating a higher assessed valuation level.
내러티브 업데이트 Apr 01

PCO: Completed Share Buyback And Margin Outlook Will Support Higher Returns

Analysts have trimmed their PLN price target for Pepco Group to around PLN 36.24 per share, a small adjustment from about PLN 36.52. This reflects refreshed assumptions on discount rate, revenue growth, profit margin and future P/E.
내러티브 업데이트 Mar 18

PCO: Share Buyback And Margin Outlook Will Support Higher Future Returns

The analyst price target for Pepco Group has increased from PLN 35.90 to PLN 36.52. Analysts point to updated views on discount rates, revenue growth, profit margins and future P/E assumptions as the key drivers behind this change.
내러티브 업데이트 Mar 04

PCO: Higher Required Returns And Share Buybacks Will Likely Pressure Future Returns

Analysts have marginally adjusted their PLN fair value estimate for Pepco Group to PLN 17.61. This reflects updated assumptions on the discount rate, revenue growth, profit margins and future P/E expectations.
내러티브 업데이트 Feb 17

PCO: Fair Value Will Likely Hold As Completed Buyback Supports Outlook

Pepco Group's analyst price target has been adjusted slightly higher to PLN 29.46 from PLN 29.43. Analysts point to unchanged revenue growth and profit margin assumptions, with only marginal tweaks to the discount rate and forward P/E input.
분석 기사 Feb 12

Is Pepco Group (WSE:PCO) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
내러티브 업데이트 Feb 03

PCO: Fair Value Will Likely Hold As Buyback And Assumptions Shift

Analysts have lifted their price target for Pepco Group from €25.83 to €29.43, citing updated assumptions on revenue growth, profit margins, discount rates and future P/E, which together indicate a higher assessed fair value for the shares. What's in the News Pepco Group completed a share buyback tranche between April 1, 2025 and September 30, 2025, repurchasing 9,382,732 shares for €50 million, equivalent to 1.63% of its shares.
분석 기사 Jan 22

Statutory Profit Doesn't Reflect How Good Pepco Group's (WSE:PCO) Earnings Are

Pepco Group N.V. ( WSE:PCO ) just reported healthy earnings but the stock price didn't move much. Investors are...
내러티브 업데이트 Jan 20

PCO: Lower Margin Outlook Will Likely Pressure Future Share Returns

Analysts have raised their price target on Pepco Group to €17.62 from €16.30, reflecting updated assumptions that include higher revenue growth, a slightly lower profit margin, a reduced discount rate and a lower future P/E multiple. Valuation Changes Fair Value: increased from €16.30 to €17.62 per share, implying a higher central estimate of equity value.
내러티브 업데이트 Jan 05

PCO: Lower Discount Rate Will Support Higher Future Earnings Multiple

Analysts have lifted their price target for Pepco Group to €35.90 from €34.02, citing updated assumptions that combine an 8.38% revenue growth outlook with a 6.69% profit margin and a revised future P/E of 17.61, all discounted at an adjusted rate of 11.80%. Valuation Changes Fair Value Estimate, revised from €34.02 to €35.90, implying a modest uplift in the assessed share value.
분석 기사 Jan 04

What Pepco Group N.V.'s (WSE:PCO) P/S Is Not Telling You

It's not a stretch to say that Pepco Group N.V.'s ( WSE:PCO ) price-to-sales (or "P/S") ratio of 0.9x seems quite...
내러티브 업데이트 Dec 15

PCO: Lower Risk And Higher Margins Will Drive Share Price Higher

Analysts have raised their price target for Pepco Group by approximately 7 percent to around €34 per share, citing a lower perceived risk profile and stronger expected profitability that offset weaker revenue growth assumptions and a slightly reduced future earnings multiple. Valuation Changes Fair Value increased slightly from €31.71 to approximately €34.02 per share, reflecting a modest upward revision in the intrinsic valuation.
내러티브 업데이트 Dec 01

PCO: Fair Value Will Likely Remain Stable Despite Slight Discount Rate Increase

The analyst consensus price target for Pepco Group has been modestly revised downward from €25.88 to €25.83, as analysts cite a slight increase in the discount rate along with minor adjustments to profitability forecasts. Valuation Changes Consensus Analyst Price Target has fallen slightly from €25.88 to €25.83.
분석 기사 Nov 19

Pepco Group (WSE:PCO) Is Doing The Right Things To Multiply Its Share Price

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
내러티브 업데이트 Nov 17

PCO: Fair Value Expected To Remain Stable Amid Discount Rate Shift

Analysts have slightly lowered their price target for Pepco Group, revising it from €25.93 to €25.88. The adjustment is based on updated assessments of the company’s discount rate and future price-to-earnings expectations.
내러티브 업데이트 Nov 03

PCO: Marginal Improvements And Risks Suggest Balanced Outlook For Central Europe Expansion

Pepco Group's analyst price target has been raised modestly by analysts, increasing from €25.14 to €25.93 per share. This reflects incremental improvements in future revenue outlook and fair value assessments.
내러티브 업데이트 Oct 20

Expansion In Central And Eastern Europe Will Unlock Future Potential

Analysts have raised their price target for Pepco Group from €24.90 to €25.14, citing an improved profit margin outlook that more than offsets modest declines in expected revenue growth. Valuation Changes Fair Value has increased slightly, moving from €24.90 to €25.14.
분석 기사 Oct 03

What Pepco Group N.V.'s (WSE:PCO) 25% Share Price Gain Is Not Telling You

The Pepco Group N.V. ( WSE:PCO ) share price has done very well over the last month, posting an excellent gain of 25...
내러티브 업데이트 Sep 26

Expansion In Central And Eastern Europe Will Unlock Future Potential

Despite a notable deterioration in fundamentals, with Pepco Group’s future P/E ratio rising sharply and revenue growth forecasts lowering further into negative territory, the consensus analyst price target increased only marginally from PLN24.56 to PLN24.90. Valuation Changes Summary of Valuation Changes for Pepco Group The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from PLN24.56 to PLN24.90.
분석 기사 Sep 12

At zł20.59, Is Pepco Group N.V. (WSE:PCO) Worth Looking At Closely?

Pepco Group N.V. ( WSE:PCO ), might not be a large cap stock, but it saw a double-digit share price rise of over 10% in...
분석 기사 Aug 21

Does This Valuation Of Pepco Group N.V. (WSE:PCO) Imply Investors Are Overpaying?

WSE:PCO 1 Year Share Price vs Fair Value Explore Pepco Group's Fair Values from the Community and select yours Key...
분석 기사 Jul 26

Returns On Capital Are Showing Encouraging Signs At Pepco Group (WSE:PCO)

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
분석 기사 Jun 29

Revenues Not Telling The Story For Pepco Group N.V. (WSE:PCO) After Shares Rise 26%

Despite an already strong run, Pepco Group N.V. ( WSE:PCO ) shares have been powering on, with a gain of 26% in the...
분석 기사 Jun 19

Does Pepco Group (WSE:PCO) 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...
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새로운 내러티브 May 14

CEE And Western Europe Expansion Will Create New Opportunities

Expansion in Central and Eastern Europe and strategic pricing expected to drive revenue and growth.

이익 및 매출 성장 예측

WSE:PCO - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
9/30/20285,4063673449479
9/30/20275,09033331582910
9/30/20264,8423212847798
3/31/20264,640224822928N/A
12/31/20254,582198758859N/A
9/30/20254,523171694790N/A
6/30/20253,426294N/AN/AN/A
3/31/20253,314143690722N/A
12/31/20243,737135682772N/A
9/30/20244,160127673822N/A
6/30/20245,072127531800N/A
3/31/20245,983126389777N/A
12/31/20235,789117329715N/A
9/30/20235,596108270653N/A
6/30/20235,429137282602N/A
3/31/20235,263165293552N/A
12/31/20225,043169216458N/A
9/30/20224,823174138363N/A
6/30/20224,661166189399N/A
3/31/20224,499158240435N/A
12/31/20214,12075277447N/A
9/30/20214,122131522673N/A
6/30/20213,86184507662N/A
3/31/20213,60119493630N/A
12/31/20203,563-3427578N/A
9/30/20203,5180416580N/A
9/30/20193,415219N/A182N/A
9/30/20183,03812N/A76N/A
9/30/20171,78855N/A73N/A
9/30/201664918N/A66N/A

애널리스트 향후 성장 전망

수입 대 저축률: PCO 의 연간 예상 수익 증가율(11.9%)이 saving rate(5.3%)보다 높습니다.

수익 vs 시장: PCO 의 연간 수익(11.9%)이 Polish 시장(11.7%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: PCO 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: PCO 의 수익(연간 5.2%)이 Polish 시장(연간 4.6%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: PCO 의 수익(연간 5.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.


주당순이익 성장 예측


향후 자기자본이익률

미래 ROE: PCO의 자본 수익률은 3년 후 94.6%로 매우 높을 것으로 예상됩니다.


성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/07 03:32
종가2026/06/05 00:00
수익2026/03/31
연간 수익2025/09/30

데이터 소스

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패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
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분석가 컨센서스 추정치+3년
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시장 가격30년
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지분 구조10년
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경영진10년
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주요 개발10년
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분석가 소스

Pepco Group N.V.는 28명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
James AnsteadBarclays
Matthew ClementsBarclays
Janusz PietaBiuro maklerskie mBanku