View Future GrowthM4B 과거 순이익 실적현재 이 회사의 최신 실적 보고서를 처리하고 있습니다과거 기준 점검 5/6M4B은 연평균 3.8%의 비율로 수입이 증가해 온 반면, Software 산업은 수입이 8.8% 증가했습니다. 매출은 연평균 17.6%의 비율로 증가했습니다. M4B의 자기자본이익률은 3.6%이고 순이익률은 1%입니다.핵심 정보3.78%순이익 성장률3.78%주당순이익(EPS) 성장률Software 산업 성장률14.28%매출 성장률17.60%자기자본이익률3.61%순이익률0.97%다음 순이익 업데이트15 May 2026최근 과거 실적 업데이트공시 • Feb 10M4B S.A. to Report Q4, 2025 Results on Feb 13, 2026M4B S.A. announced that they will report Q4, 2025 results on Feb 13, 2026공시 • Nov 12M4B S.A. to Report Q3, 2025 Results on Nov 14, 2025M4B S.A. announced that they will report Q3, 2025 results on Nov 14, 2025Reported Earnings • Feb 16Full year 2023 earnings released: EPS: zł0.064 (vs zł0.069 in FY 2022)Full year 2023 results: EPS: zł0.064 (down from zł0.069 in FY 2022). Revenue: zł50.1m (up 18% from FY 2022). Net income: zł475.9k (down 6.7% from FY 2022). Profit margin: 1.0% (down from 1.2% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.공시 • Jan 17+ 4 more updatesM4B S.A. to Report Q2, 2024 Results on Aug 14, 2024M4B S.A. announced that they will report Q2, 2024 results on Aug 14, 2024Reported Earnings • Aug 16Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: zł11.4m (up 3.0% from 2Q 2022). Net income: zł53.9k (down 94% from 2Q 2022). Profit margin: 0.5% (down from 7.7% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.Reported Earnings • Jul 21First quarter 2023 earnings released: EPS: zł0.049 (vs zł0.19 loss in 1Q 2022)First quarter 2023 results: EPS: zł0.049 (up from zł0.19 loss in 1Q 2022). Revenue: zł10.4m (up 25% from 1Q 2022). Net income: zł360.3k (up zł1.78m from 1Q 2022). Profit margin: 3.5% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue. 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 2% per year, which means it is well ahead of earnings.모든 업데이트 보기Recent updates공시 • Feb 10M4B S.A. to Report Q4, 2025 Results on Feb 13, 2026M4B S.A. announced that they will report Q4, 2025 results on Feb 13, 2026공시 • Nov 12M4B S.A. to Report Q3, 2025 Results on Nov 14, 2025M4B S.A. announced that they will report Q3, 2025 results on Nov 14, 2025분석 기사 • Sep 04Investors Still Aren't Entirely Convinced By M4B S.A.'s (WSE:M4B) Revenues Despite 26% Price JumpM4B S.A. ( WSE:M4B ) shares have had a really impressive month, gaining 26% after a shaky period beforehand...분석 기사 • Jul 31We Think M4B (WSE:M4B) Can Stay On Top Of Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Valuation Update With 7 Day Price Move • Jul 30Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to zł9.95, the stock trades at a trailing P/E ratio of 21.9x. Average trailing P/E is 22x in the Software industry in Poland. Total loss to shareholders of 37% over the past three years.분석 기사 • May 11M4B S.A.'s (WSE:M4B) Shares Leap 52% Yet They're Still Not Telling The Full StoryM4B S.A. ( WSE:M4B ) shareholders would be excited to see that the share price has had a great month, posting a 52...Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 19%After last week's 19% share price gain to zł9.40, the stock trades at a trailing P/E ratio of 76x. Average trailing P/E is 17x in the Software industry in Poland. Total loss to shareholders of 50% over the past three years.분석 기사 • Mar 27M4B S.A.'s (WSE:M4B) Share Price Could Signal Some RiskWhen close to half the companies in Poland have price-to-earnings ratios (or "P/E's") below 12x, you may consider M4B...Valuation Update With 7 Day Price Move • Mar 26Investor sentiment improves as stock rises 20%After last week's 20% share price gain to zł5.50, the stock trades at a trailing P/E ratio of 44.5x. Average trailing P/E is 18x in the Software industry in Poland. Total loss to shareholders of 71% over the past three years.공시 • Jun 05M4B S.A., Annual General Meeting, Jun 28, 2024M4B S.A., Annual General Meeting, Jun 28, 2024.분석 기사 • May 21Is M4B (WSE:M4B) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...분석 기사 • Mar 21Further Upside For M4B S.A. (WSE:M4B) Shares Could Introduce Price Risks After 38% BounceM4B S.A. ( WSE:M4B ) shareholders would be excited to see that the share price has had a great month, posting a 38...Reported Earnings • Feb 16Full year 2023 earnings released: EPS: zł0.064 (vs zł0.069 in FY 2022)Full year 2023 results: EPS: zł0.064 (down from zł0.069 in FY 2022). Revenue: zł50.1m (up 18% from FY 2022). Net income: zł475.9k (down 6.7% from FY 2022). Profit margin: 1.0% (down from 1.2% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.분석 기사 • Feb 15Does M4B (WSE:M4B) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...공시 • Jan 17+ 4 more updatesM4B S.A. to Report Q2, 2024 Results on Aug 14, 2024M4B S.A. announced that they will report Q2, 2024 results on Aug 14, 2024분석 기사 • Dec 18Positive Sentiment Still Eludes M4B S.A. (WSE:M4B) Following 48% Share Price SlumpM4B S.A. ( WSE:M4B ) shares have had a horrible month, losing 48% after a relatively good period beforehand. To make...New Risk • Nov 17New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 0.9x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.9x net interest cover). Shares are highly illiquid. Earnings have declined by 44% per year over the past 5 years. Minor Risk Market cap is less than US$100m (zł170.6m market cap, or US$42.4m).Reported Earnings • Aug 16Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: zł11.4m (up 3.0% from 2Q 2022). Net income: zł53.9k (down 94% from 2Q 2022). Profit margin: 0.5% (down from 7.7% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.Reported Earnings • Jul 21First quarter 2023 earnings released: EPS: zł0.049 (vs zł0.19 loss in 1Q 2022)First quarter 2023 results: EPS: zł0.049 (up from zł0.19 loss in 1Q 2022). Revenue: zł10.4m (up 25% from 1Q 2022). Net income: zł360.3k (up zł1.78m from 1Q 2022). Profit margin: 3.5% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue. 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 2% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Jun 21Investor sentiment improves as stock rises 19%After last week's 19% share price gain to zł15.00, the stock trades at a trailing P/E ratio of 39.5x. Average trailing P/E is 21x in the Software industry in Poland. Total returns to shareholders of 7.8% over the past three years.공시 • Jun 04M4B S.A., Annual General Meeting, Jun 30, 2023M4B S.A., Annual General Meeting, Jun 30, 2023, at 14:00 Central European Standard Time.분석 기사 • May 11M4B (WSE:M4B) Has A Somewhat Strained Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...공시 • Feb 03+ 4 more updatesM4B S.A. to Report Q1, 2023 Results on May 15, 2023M4B S.A. announced that they will report Q1, 2023 results on May 15, 2023분석 기사 • Jan 29M4B (WSE:M4B) Is Making Moderate Use Of DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Upcoming Dividend • Oct 06Upcoming dividend of zł0.20 per shareEligible shareholders must have bought the stock before 13 October 2022. Payment date: 14 December 2022. Trailing yield: 1.3%. Lower than top quartile of Polish dividend payers (9.3%). Lower than average of industry peers (4.3%).Valuation Update With 7 Day Price Move • May 27Investor sentiment deteriorated over the past weekAfter last week's 26% share price decline to zł16.70, the stock trades at a trailing P/E ratio of 35.4x. Average trailing P/E is 17x in the Software industry in Poland. Total returns to shareholders of 4.6% over the past three years.Reported Earnings • May 20First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: zł8.36m (up 44% from 1Q 2021). Net loss: zł1.40m (down zł1.59m from profit in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • May 02Investor sentiment improved over the past weekAfter last week's 18% share price gain to zł23.20, the stock trades at a trailing P/E ratio of 33.8x. Average trailing P/E is 20x in the Software industry in Poland. Total returns to shareholders of 31% over the past three years.Valuation Update With 7 Day Price Move • Mar 01Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to zł20.00, the stock trades at a trailing P/E ratio of 29.1x. Average trailing P/E is 18x in the Software industry in Poland. Total returns to shareholders of 11% over the past three years.Reported Earnings • Feb 16Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: zł0.69 (up from zł0.32 loss in FY 2020). Revenue: zł35.6m (up 71% from FY 2020). Net income: zł5.10m (up zł7.45m from FY 2020). Profit margin: 14% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Feb 14Investor sentiment improved over the past weekAfter last week's 23% share price gain to zł24.60, the stock trades at a trailing P/E ratio of 71.1x. Average trailing P/E is 17x in the Software industry in Poland. Total returns to shareholders of 7.9% over the past three years.Reported Earnings • Aug 21Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł8.89m (up 145% from 2Q 2020). Net income: zł4.27m (up zł4.25m from 2Q 2020). Profit margin: 48% (up from 0.6% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.Reported Earnings • Feb 17Full year 2020 earnings released: EPS zł0.024 (vs zł0.89 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: zł20.7m (down 53% from FY 2019). Net income: zł180.6k (down 97% from FY 2019). Profit margin: 0.9% (down from 15% in FY 2019). The decrease in margin was driven by lower revenue.분석 기사 • Feb 03Is M4B S.A. (WSE:M4B) The Right Choice For A Smart Dividend Investor?Could M4B S.A. ( WSE:M4B ) be an attractive dividend share to own for the long haul? Investors are often drawn to...공시 • Jan 14+ 4 more updatesM4B S.A. to Report Q1, 2021 Results on May 14, 2021M4B S.A. announced that they will report Q1, 2021 results on May 14, 2021Valuation Update With 7 Day Price Move • Jan 07Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to zł13.60, the stock is trading at a trailing P/E ratio of 32.6x, down from the previous P/E ratio of 40.3x. This compares to an average P/E of 19x in the Software industry in Poland. Total return to shareholders over the past year is a loss of 65%.분석 기사 • Dec 10Are Strong Financial Prospects The Force That Is Driving The Momentum In M4B S.A.'s WSE:M4B) Stock?M4B's (WSE:M4B) stock is up by a considerable 15% over the past week. Given the company's impressive performance, we...Valuation Update With 7 Day Price Move • Dec 09Market bids up stock over the past weekAfter last week's 15% share price gain to zł16.80, the stock is trading at a trailing P/E ratio of 40.3x, up from the previous P/E ratio of 35x. This compares to an average P/E of 18x in the Software industry in Poland. Total return to shareholders over the past three years is a loss of 55%.매출 및 비용 세부 내역M4B가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이WSE:M4B 매출, 비용 및 순이익 (PLN Millions)날짜매출순이익일반관리비연구개발비30 Sep 255818030 Jun 256127031 Mar 255837031 Dec 245107030 Sep 245107030 Jun 2448-27031 Mar 2446-27031 Dec 234906030 Sep 2343-17030 Jun 234516031 Mar 234525031 Dec 224215030 Sep 2239-35030 Jun 2237-35031 Mar 223515031 Dec 213225030 Sep 213134030 Jun 212725031 Mar 2122-25031 Dec 2021-25030 Sep 203037030 Jun 203748031 Mar 204159031 Dec 194479030 Sep 194378030 Jun 193868031 Mar 193667031 Dec 183366030 Sep 182643030 Jun 182443031 Mar 182042031 Dec 171632030 Sep 171023030 Jun 171022031 Mar 171232031 Dec 161332030 Sep 161222030 Jun 16811031 Mar 16501031 Dec 153-11030 Sep 154-32030 Jun 153-220양질의 수익: M4B는 고품질 수익을 보유하고 있습니다.이익 마진 증가: M4B의 현재 순 이익률 (1%)은 지난해 (0.6%)보다 높습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: M4B의 수익은 지난 5년 동안 연평균 3.8% 증가했습니다.성장 가속화: 지난 1년간 M4B 의 수익 증가율(79.3%)은 연간 평균(3.8%)을 초과합니다.수익 대 산업: M4B의 지난 1년 수익 증가율(79.3%)은 Software 업계의 19.2%를 상회했습니다.자기자본이익률높은 ROE: M4B의 자본 수익률(3.6%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YSoftware 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/04/01 16:53종가2026/01/02 00:00수익2025/09/30연간 수익2024/12/31데이터 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 소스M4B S.A.는 0명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
공시 • Feb 10M4B S.A. to Report Q4, 2025 Results on Feb 13, 2026M4B S.A. announced that they will report Q4, 2025 results on Feb 13, 2026
공시 • Nov 12M4B S.A. to Report Q3, 2025 Results on Nov 14, 2025M4B S.A. announced that they will report Q3, 2025 results on Nov 14, 2025
Reported Earnings • Feb 16Full year 2023 earnings released: EPS: zł0.064 (vs zł0.069 in FY 2022)Full year 2023 results: EPS: zł0.064 (down from zł0.069 in FY 2022). Revenue: zł50.1m (up 18% from FY 2022). Net income: zł475.9k (down 6.7% from FY 2022). Profit margin: 1.0% (down from 1.2% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
공시 • Jan 17+ 4 more updatesM4B S.A. to Report Q2, 2024 Results on Aug 14, 2024M4B S.A. announced that they will report Q2, 2024 results on Aug 14, 2024
Reported Earnings • Aug 16Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: zł11.4m (up 3.0% from 2Q 2022). Net income: zł53.9k (down 94% from 2Q 2022). Profit margin: 0.5% (down from 7.7% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
Reported Earnings • Jul 21First quarter 2023 earnings released: EPS: zł0.049 (vs zł0.19 loss in 1Q 2022)First quarter 2023 results: EPS: zł0.049 (up from zł0.19 loss in 1Q 2022). Revenue: zł10.4m (up 25% from 1Q 2022). Net income: zł360.3k (up zł1.78m from 1Q 2022). Profit margin: 3.5% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue. 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 2% per year, which means it is well ahead of earnings.
공시 • Feb 10M4B S.A. to Report Q4, 2025 Results on Feb 13, 2026M4B S.A. announced that they will report Q4, 2025 results on Feb 13, 2026
공시 • Nov 12M4B S.A. to Report Q3, 2025 Results on Nov 14, 2025M4B S.A. announced that they will report Q3, 2025 results on Nov 14, 2025
분석 기사 • Sep 04Investors Still Aren't Entirely Convinced By M4B S.A.'s (WSE:M4B) Revenues Despite 26% Price JumpM4B S.A. ( WSE:M4B ) shares have had a really impressive month, gaining 26% after a shaky period beforehand...
분석 기사 • Jul 31We Think M4B (WSE:M4B) Can Stay On Top Of Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Valuation Update With 7 Day Price Move • Jul 30Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to zł9.95, the stock trades at a trailing P/E ratio of 21.9x. Average trailing P/E is 22x in the Software industry in Poland. Total loss to shareholders of 37% over the past three years.
분석 기사 • May 11M4B S.A.'s (WSE:M4B) Shares Leap 52% Yet They're Still Not Telling The Full StoryM4B S.A. ( WSE:M4B ) shareholders would be excited to see that the share price has had a great month, posting a 52...
Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 19%After last week's 19% share price gain to zł9.40, the stock trades at a trailing P/E ratio of 76x. Average trailing P/E is 17x in the Software industry in Poland. Total loss to shareholders of 50% over the past three years.
분석 기사 • Mar 27M4B S.A.'s (WSE:M4B) Share Price Could Signal Some RiskWhen close to half the companies in Poland have price-to-earnings ratios (or "P/E's") below 12x, you may consider M4B...
Valuation Update With 7 Day Price Move • Mar 26Investor sentiment improves as stock rises 20%After last week's 20% share price gain to zł5.50, the stock trades at a trailing P/E ratio of 44.5x. Average trailing P/E is 18x in the Software industry in Poland. Total loss to shareholders of 71% over the past three years.
공시 • Jun 05M4B S.A., Annual General Meeting, Jun 28, 2024M4B S.A., Annual General Meeting, Jun 28, 2024.
분석 기사 • May 21Is M4B (WSE:M4B) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 • Mar 21Further Upside For M4B S.A. (WSE:M4B) Shares Could Introduce Price Risks After 38% BounceM4B S.A. ( WSE:M4B ) shareholders would be excited to see that the share price has had a great month, posting a 38...
Reported Earnings • Feb 16Full year 2023 earnings released: EPS: zł0.064 (vs zł0.069 in FY 2022)Full year 2023 results: EPS: zł0.064 (down from zł0.069 in FY 2022). Revenue: zł50.1m (up 18% from FY 2022). Net income: zł475.9k (down 6.7% from FY 2022). Profit margin: 1.0% (down from 1.2% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
분석 기사 • Feb 15Does M4B (WSE:M4B) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
공시 • Jan 17+ 4 more updatesM4B S.A. to Report Q2, 2024 Results on Aug 14, 2024M4B S.A. announced that they will report Q2, 2024 results on Aug 14, 2024
분석 기사 • Dec 18Positive Sentiment Still Eludes M4B S.A. (WSE:M4B) Following 48% Share Price SlumpM4B S.A. ( WSE:M4B ) shares have had a horrible month, losing 48% after a relatively good period beforehand. To make...
New Risk • Nov 17New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 0.9x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.9x net interest cover). Shares are highly illiquid. Earnings have declined by 44% per year over the past 5 years. Minor Risk Market cap is less than US$100m (zł170.6m market cap, or US$42.4m).
Reported Earnings • Aug 16Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: zł11.4m (up 3.0% from 2Q 2022). Net income: zł53.9k (down 94% from 2Q 2022). Profit margin: 0.5% (down from 7.7% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
Reported Earnings • Jul 21First quarter 2023 earnings released: EPS: zł0.049 (vs zł0.19 loss in 1Q 2022)First quarter 2023 results: EPS: zł0.049 (up from zł0.19 loss in 1Q 2022). Revenue: zł10.4m (up 25% from 1Q 2022). Net income: zł360.3k (up zł1.78m from 1Q 2022). Profit margin: 3.5% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue. 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 2% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Jun 21Investor sentiment improves as stock rises 19%After last week's 19% share price gain to zł15.00, the stock trades at a trailing P/E ratio of 39.5x. Average trailing P/E is 21x in the Software industry in Poland. Total returns to shareholders of 7.8% over the past three years.
공시 • Jun 04M4B S.A., Annual General Meeting, Jun 30, 2023M4B S.A., Annual General Meeting, Jun 30, 2023, at 14:00 Central European Standard Time.
분석 기사 • May 11M4B (WSE:M4B) Has A Somewhat Strained Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
공시 • Feb 03+ 4 more updatesM4B S.A. to Report Q1, 2023 Results on May 15, 2023M4B S.A. announced that they will report Q1, 2023 results on May 15, 2023
분석 기사 • Jan 29M4B (WSE:M4B) Is Making Moderate Use Of DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Upcoming Dividend • Oct 06Upcoming dividend of zł0.20 per shareEligible shareholders must have bought the stock before 13 October 2022. Payment date: 14 December 2022. Trailing yield: 1.3%. Lower than top quartile of Polish dividend payers (9.3%). Lower than average of industry peers (4.3%).
Valuation Update With 7 Day Price Move • May 27Investor sentiment deteriorated over the past weekAfter last week's 26% share price decline to zł16.70, the stock trades at a trailing P/E ratio of 35.4x. Average trailing P/E is 17x in the Software industry in Poland. Total returns to shareholders of 4.6% over the past three years.
Reported Earnings • May 20First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: zł8.36m (up 44% from 1Q 2021). Net loss: zł1.40m (down zł1.59m from profit in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • May 02Investor sentiment improved over the past weekAfter last week's 18% share price gain to zł23.20, the stock trades at a trailing P/E ratio of 33.8x. Average trailing P/E is 20x in the Software industry in Poland. Total returns to shareholders of 31% over the past three years.
Valuation Update With 7 Day Price Move • Mar 01Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to zł20.00, the stock trades at a trailing P/E ratio of 29.1x. Average trailing P/E is 18x in the Software industry in Poland. Total returns to shareholders of 11% over the past three years.
Reported Earnings • Feb 16Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: zł0.69 (up from zł0.32 loss in FY 2020). Revenue: zł35.6m (up 71% from FY 2020). Net income: zł5.10m (up zł7.45m from FY 2020). Profit margin: 14% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Feb 14Investor sentiment improved over the past weekAfter last week's 23% share price gain to zł24.60, the stock trades at a trailing P/E ratio of 71.1x. Average trailing P/E is 17x in the Software industry in Poland. Total returns to shareholders of 7.9% over the past three years.
Reported Earnings • Aug 21Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł8.89m (up 145% from 2Q 2020). Net income: zł4.27m (up zł4.25m from 2Q 2020). Profit margin: 48% (up from 0.6% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
Reported Earnings • Feb 17Full year 2020 earnings released: EPS zł0.024 (vs zł0.89 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: zł20.7m (down 53% from FY 2019). Net income: zł180.6k (down 97% from FY 2019). Profit margin: 0.9% (down from 15% in FY 2019). The decrease in margin was driven by lower revenue.
분석 기사 • Feb 03Is M4B S.A. (WSE:M4B) The Right Choice For A Smart Dividend Investor?Could M4B S.A. ( WSE:M4B ) be an attractive dividend share to own for the long haul? Investors are often drawn to...
공시 • Jan 14+ 4 more updatesM4B S.A. to Report Q1, 2021 Results on May 14, 2021M4B S.A. announced that they will report Q1, 2021 results on May 14, 2021
Valuation Update With 7 Day Price Move • Jan 07Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to zł13.60, the stock is trading at a trailing P/E ratio of 32.6x, down from the previous P/E ratio of 40.3x. This compares to an average P/E of 19x in the Software industry in Poland. Total return to shareholders over the past year is a loss of 65%.
분석 기사 • Dec 10Are Strong Financial Prospects The Force That Is Driving The Momentum In M4B S.A.'s WSE:M4B) Stock?M4B's (WSE:M4B) stock is up by a considerable 15% over the past week. Given the company's impressive performance, we...
Valuation Update With 7 Day Price Move • Dec 09Market bids up stock over the past weekAfter last week's 15% share price gain to zł16.80, the stock is trading at a trailing P/E ratio of 40.3x, up from the previous P/E ratio of 35x. This compares to an average P/E of 18x in the Software industry in Poland. Total return to shareholders over the past three years is a loss of 55%.