Cyber_Folks (CBF) 주식 개요Cyber_Folks S.A.는 폴란드 및 국제적으로 비즈니스 디지털화 및 기업 분야 지원을 위한 기술 회사로 운영되고 있습니다. 자세히 보기CBF 펀더멘털 분석스노우플레이크 점수가치 평가2/6미래 성장4/6과거 실적2/6재무 건전성3/6배당0/6강점공정 가치 추정치보다 낮은 45.3% 에서 거래수익은 매년 31.6% 증가할 것으로 예상됩니다.위험 분석부채비율이 높네요이익 마진 (8%)이 지난해 (16.2%)보다 낮습니다.모든 위험 점검 보기CBF Community Fair Values Create NarrativeSee what 12 others think this stock is worth. Follow their fair value or set your own to get alerts.NEW495,827 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG495,827 investors already sharing narrativesYour Fair ValuezłCurrent Pricezł193.9019.2% 고평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture02b2016201920222025202620282031Revenue zł1.7bEarnings zł139.0mAdvancedSet Fair ValueView all narrativesCyber_Folks S.A. 경쟁사Orange PolskaSymbol: WSE:OPLMarket cap: zł18.9bTelestradaSymbol: WSE:TLSMarket cap: zł48.7myarrlSymbol: WSE:YRLMarket cap: zł47.9mPrzedsiebiorstwa Telekomunikacyjnego TELGAMSymbol: WSE:TLGMarket cap: zł15.7m가격 이력 및 성과Cyber_Folks 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가zł193.9052주 최고가zł222.0052주 최저가zł154.00베타0.521개월 변동-0.87%3개월 변동12.08%1년 변동16.81%3년 변동155.80%5년 변동283.20%IPO 이후 변동944.16%최근 뉴스 및 업데이트Upcoming Dividend • Jun 23Upcoming dividend of zł2.50 per shareEligible shareholders must have bought the stock before 30 June 2026. Payment date: 03 July 2026. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Polish dividend payers (7.1%). Lower than average of industry peers (4.5%).New Risk • Jun 03New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 51% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (51% net debt to equity). Profit margins are more than 30% lower than last year (8.0% net profit margin).New Risk • May 22New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 52% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (52% net debt to equity). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (7.6% net profit margin).Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 16%After last week's 16% share price gain to zł204, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 16x in the Telecom industry in Europe. Total returns to shareholders of 214% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł336 per share.공시 • Apr 23Cyber_Folks S.A., Annual General Meeting, May 18, 2026Cyber_Folks S.A., Annual General Meeting, May 18, 2026, at 12:00 Central European Standard Time.분석 기사 • Mar 25Investors Can Find Comfort In Cyber_Folks' (WSE:CBF) Earnings QualityCyber_Folks S.A.'s ( WSE:CBF ) earnings announcement last week didn't impress shareholders. However, our analysis...더 많은 업데이트 보기Recent updatesUpcoming Dividend • Jun 23Upcoming dividend of zł2.50 per shareEligible shareholders must have bought the stock before 30 June 2026. Payment date: 03 July 2026. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Polish dividend payers (7.1%). Lower than average of industry peers (4.5%).New Risk • Jun 03New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 51% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (51% net debt to equity). Profit margins are more than 30% lower than last year (8.0% net profit margin).New Risk • May 22New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 52% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (52% net debt to equity). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (7.6% net profit margin).Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 16%After last week's 16% share price gain to zł204, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 16x in the Telecom industry in Europe. Total returns to shareholders of 214% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł336 per share.공시 • Apr 23Cyber_Folks S.A., Annual General Meeting, May 18, 2026Cyber_Folks S.A., Annual General Meeting, May 18, 2026, at 12:00 Central European Standard Time.분석 기사 • Mar 25Investors Can Find Comfort In Cyber_Folks' (WSE:CBF) Earnings QualityCyber_Folks S.A.'s ( WSE:CBF ) earnings announcement last week didn't impress shareholders. However, our analysis...Reported Earnings • Mar 19Full year 2025 earnings released: EPS: zł4.13 (vs zł8.26 in FY 2024)Full year 2025 results: EPS: zł4.13 (down from zł8.26 in FY 2024). Revenue: zł856.0m (up 30% from FY 2024). Net income: zł63.1m (down 46% from FY 2024). Profit margin: 7.4% (down from 18% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Dec 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to zł205, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 14x in the Telecom industry in Europe. Total returns to shareholders of 364% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł407 per share.Price Target Changed • Dec 12Price target increased by 8.3% to zł211Up from zł195, the current price target is an average from 5 analysts. New target price is 6.9% above last closing price of zł197. Stock is up 46% over the past year. The company is forecast to post earnings per share of zł4.76 for next year compared to zł8.26 last year.New Risk • Nov 09New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.6% Last year net profit margin: 19% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks High level of debt (52% net debt to equity). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (7.6% net profit margin).Reported Earnings • Nov 09Third quarter 2025 earnings released: EPS: zł0.95 (vs zł4.40 in 3Q 2024)Third quarter 2025 results: EPS: zł0.95 (down from zł4.40 in 3Q 2024). Revenue: zł216.2m (up 17% from 3Q 2024). Net income: zł13.4m (down 79% from 3Q 2024). Profit margin: 6.2% (down from 34% in 3Q 2024). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has increased by 67% per year, which means it is tracking significantly ahead of earnings growth.공시 • Nov 06Cyber_Folks S.A. to Report Q3, 2025 Results on Nov 05, 2025Cyber_Folks S.A. announced that they will report Q3, 2025 results on Nov 05, 2025Reported Earnings • Sep 03Second quarter 2025 earnings released: EPS: zł0.86 (vs zł1.26 in 2Q 2024)Second quarter 2025 results: EPS: zł0.86 (down from zł1.26 in 2Q 2024). Revenue: zł212.3m (up 38% from 2Q 2024). Net income: zł12.1m (down 32% from 2Q 2024). Profit margin: 5.7% (down from 12% in 2Q 2024). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 63% per year whereas the company’s share price has increased by 67% per year.공시 • Aug 21Cyber_Folks S.A. to Report First Half, 2025 Results on Sep 02, 2025Cyber_Folks S.A. announced that they will report first half, 2025 results on Sep 02, 2025Price Target Changed • Jul 29Price target increased by 9.6% to zł186Up from zł170, the current price target is an average from 5 analysts. New target price is 13% above last closing price of zł165. Stock is up 28% over the past year. The company is forecast to post earnings per share of zł5.34 for next year compared to zł8.26 last year.Major Estimate Revision • Jun 10Consensus EPS estimates increase by 28%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from zł976.0m to zł948.6m. EPS estimate rose from zł4.93 to zł6.33. Net income forecast to shrink 17% next year vs 11% growth forecast for Telecom industry in Poland . Consensus price target up from zł170 to zł180. Share price rose 3.4% to zł170 over the past week.Price Target Changed • Jun 09Price target increased by 11% to zł180Up from zł162, the current price target is an average from 4 analysts. New target price is 6.6% above last closing price of zł169. Stock is up 36% over the past year. The company is forecast to post earnings per share of zł6.33 for next year compared to zł8.26 last year.분석 기사 • May 28Cyber_Folks' (WSE:CBF) Earnings Are Weaker Than They SeemCyber_Folks S.A. ( WSE:CBF ) announced strong profits, but the stock was stagnant. Our analysis suggests that this...Upcoming Dividend • May 27Upcoming dividend of zł2.00 per shareEligible shareholders must have bought the stock before 03 June 2025. Payment date: 06 June 2025. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Polish dividend payers (6.7%). Lower than average of industry peers (3.9%).Reported Earnings • May 22First quarter 2025 earnings released: EPS: zł0.94 (vs zł1.11 in 1Q 2024)First quarter 2025 results: EPS: zł0.94 (down from zł1.11 in 1Q 2024). Revenue: zł190.7m (up 32% from 1Q 2024). Net income: zł13.3m (down 15% from 1Q 2024). Profit margin: 7.0% (down from 11% in 1Q 2024). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 59% per year, which means it is significantly lagging earnings growth.공시 • Apr 21Cyber_Folks S.A., Annual General Meeting, May 15, 2025Cyber_Folks S.A., Annual General Meeting, May 15, 2025.New Risk • Apr 11New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 45% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.Reported Earnings • Mar 20Full year 2024 earnings released: EPS: zł8.26 (vs zł3.60 in FY 2023)Full year 2024 results: EPS: zł8.26 (up from zł3.60 in FY 2023). Revenue: zł657.5m (up 37% from FY 2023). Net income: zł116.8m (up 130% from FY 2023). Profit margin: 18% (up from 11% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 51% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • Dec 04Consensus revenue estimates increase by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from zł583.9m to zł660.7m. EPS estimate unchanged from zł8.22 at last update. Telecom industry in Poland expected to see average net income growth of 21% next year. Consensus price target up from zł152 to zł155. Share price rose 7.3% to zł132 over the past week.New Risk • Nov 29New 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 6.8% 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 Earnings are forecast to decline by an average of 2.3% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (6.8% average weekly change).분석 기사 • Nov 21Cyber_Folks (WSE:CBF) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfCyber_Folks S.A. ( WSE:CBF ) announced strong profits, but the stock was stagnant. Our analysis suggests that this...Reported Earnings • Nov 18Third quarter 2024 earnings released: EPS: zł4.40 (vs zł0.69 in 3Q 2023)Third quarter 2024 results: EPS: zł4.40 (up from zł0.69 in 3Q 2023). Revenue: zł185.4m (up 54% from 3Q 2023). Net income: zł62.3m (up zł52.5m from 3Q 2023). Profit margin: 34% (up from 8.1% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.Price Target Changed • Sep 05Price target increased by 11% to zł149Up from zł134, the current price target is an average from 5 analysts. New target price is 16% above last closing price of zł128. Stock is up 58% over the past year. The company is forecast to post earnings per share of zł8.22 for next year compared to zł3.60 last year.Reported Earnings • Sep 04Second quarter 2024 earnings released: EPS: zł1.26 (vs zł0.73 in 2Q 2023)Second quarter 2024 results: EPS: zł1.26 (up from zł0.73 in 2Q 2023). Revenue: zł154.5m (up 32% from 2Q 2023). Net income: zł17.8m (up 72% from 2Q 2023). Profit margin: 12% (up from 8.9% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Telecom industry in Europe.Upcoming Dividend • Jun 14Upcoming dividend of zł1.50 per shareEligible shareholders must have bought the stock before 21 June 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Polish dividend payers (7.8%). Lower than average of industry peers (4.5%).Reported Earnings • May 22First quarter 2024 earnings released: EPS: zł1.11 (vs zł0.64 in 1Q 2023)First quarter 2024 results: EPS: zł1.11 (up from zł0.64 in 1Q 2023). Revenue: zł144.3m (up 31% from 1Q 2023). Net income: zł15.7m (up 73% from 1Q 2023). Profit margin: 11% (up from 8.2% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Telecom industry in Europe.Valuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 20%After last week's 20% share price gain to zł133, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 13x in the Telecom industry in Europe. Total returns to shareholders of 160% over the past three years.분석 기사 • May 14Investors Interested In Cyber_Folks S.A.'s (WSE:CBF) EarningsWith a price-to-earnings (or "P/E") ratio of 35.2x Cyber_Folks S.A. ( WSE:CBF ) may be sending very bearish signals at...공시 • Apr 27Cyber_Folks S.A., Annual General Meeting, May 27, 2024Cyber_Folks S.A., Annual General Meeting, May 27, 2024, at 10:00 Central European Standard Time.공시 • Apr 17MCI DC Laczna Spólka Inwestycyjna signed a preliminary conditional sale agreement to acquire 33.34% stake in Profitroom S.A. from Cyber_Folks S.A. (WSE:CBF) for PLN 97.5 million.MCI DC Laczna Spólka Inwestycyjna signed a preliminary conditional sale agreement to acquire 33.34% stake in Profitroom S.A. from Cyber_Folks S.A. (WSE:CBF) for PLN 97.5 million on April 16, 2024. MCI DC acquires 5,044,683 shares of Profitroom. Based on the agreement, provided that the conditions precedent stipulated therein are met, final agreements will be concluded , under which the buyer will purchase from the existing shareholders of the company a total of 9,834,937 shares in the company. Concluding the transaction depends on conducting antitrust proceedings and obtaining by the buyer an insurance policy regarding the sellers' civil liability related in particular to false assurances made in the contract, and the deadline for the fulfillment of the above-mentioned. conditions was set for September 30, 2024. The transaction is to be closed no later than 10 business days from the date of fulfillment of the last condition, the companies announced. The sellers, i.e. the founders and Cyber_Folks, were advised by EY and Dentons. MCI was advised on the transaction by DJM, Deloitte , Bain & Company and Vienna Capital Partners.Price Target Changed • Apr 17Price target increased by 26% to zł113Up from zł90.00, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of zł108. Stock is up 111% over the past year. The company is forecast to post earnings per share of zł4.56 for next year compared to zł3.60 last year.분석 기사 • Apr 03We Think Cyber_Folks' (WSE:CBF) Robust Earnings Are ConservativeWhen companies post strong earnings, the stock generally performs well, just like Cyber_Folks S.A.'s ( WSE:CBF ) stock...분석 기사 • Mar 29Cyber_Folks' (WSE:CBF) Returns On Capital Are Heading HigherWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Reported Earnings • Mar 28Full year 2023 earnings released: EPS: zł3.60 (vs zł1.70 in FY 2022)Full year 2023 results: EPS: zł3.60 (up from zł1.70 in FY 2022). Revenue: zł480.4m (up 23% from FY 2022). Net income: zł50.8m (up 112% from FY 2022). Profit margin: 11% (up from 6.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 29% per year and the company’s share price has also increased by 29% per year.공시 • Jan 26+ 3 more updatesCyber_Folks S.A. to Report Q3, 2024 Results on Nov 13, 2024Cyber_Folks S.A. announced that they will report Q3, 2024 results on Nov 13, 2024분석 기사 • Dec 19We Ran A Stock Scan For Earnings Growth And Cyber_Folks (WSE:CBF) Passed With EaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Reported Earnings • Nov 16Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: zł120.3m (up 11% from 3Q 2022). Net income: zł9.77m (up 227% from 3Q 2022). Profit margin: 8.1% (up from 2.8% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Telecom industry in Europe.Reported Earnings • Sep 07Second quarter 2023 earnings released: EPS: zł0.73 (vs zł0.26 in 2Q 2022)Second quarter 2023 results: EPS: zł0.73 (up from zł0.26 in 2Q 2022). Revenue: zł116.8m (up 34% from 2Q 2022). Net income: zł10.3m (up 177% from 2Q 2022). Profit margin: 8.8% (up from 4.3% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Aug 22Upcoming dividend of zł0.93 per share at 1.2% yieldEligible shareholders must have bought the stock before 29 August 2023. Payment date: 04 September 2023. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Polish dividend payers (7.5%). Lower than average of industry peers (4.4%).분석 기사 • Jul 27Is R22 (WSE:R22) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Buying Opportunity • Jul 26Now 23% undervaluedOver the last 90 days, the stock is up 36%. The fair value is estimated to be zł97.48, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 36% in 2 years. Earnings is forecast to grow by 168% in the next 2 years.Buying Opportunity • Jul 07Now 21% undervaluedOver the last 90 days, the stock is up 43%. The fair value is estimated to be zł96.12, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 36% in 2 years. Earnings is forecast to grow by 166% in the next 2 years.분석 기사 • Jun 09Returns On Capital At R22 (WSE:R22) Have StalledIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...Reported Earnings • May 28First quarter 2023 earnings released: EPS: zł0.64 (vs zł0.60 in 1Q 2022)First quarter 2023 results: EPS: zł0.64 (up from zł0.60 in 1Q 2022). Revenue: zł110.5m (up 32% from 1Q 2022). Net income: zł9.06m (up 6.8% from 1Q 2022). Profit margin: 8.2% (down from 10% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.공시 • May 26R22 S.A., Annual General Meeting, Jun 26, 2023R22 S.A., Annual General Meeting, Jun 26, 2023, at 10:00 Central European Standard Time.공시 • May 25R22 S.A. (WSE:R22) acquired CYBER_FOLKS SPOLKA AKCYJNA.R22 S.A. (WSE:R22) acquired CYBER_FOLKS SPOLKA AKCYJNA on May 23, 2023. The merger is yet to be approved by R22's Annual General Meeting. R22 S.A. (WSE:R22) completed the acquisition of CYBER_FOLKS SPOLKA AKCYJNA on May 23, 2023.Valuation Update With 7 Day Price Move • May 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to zł61.40, the stock trades at a trailing P/E ratio of 36.1x. Average trailing P/E is 14x in the Telecom industry in Poland. Total returns to shareholders of 112% over the past three years.분석 기사 • Mar 11Is R22 (WSE:R22) 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...공시 • Feb 03+ 2 more updatesR22 S.A. to Report First Half, 2023 Results on Sep 05, 2023R22 S.A. announced that they will report first half, 2023 results on Sep 05, 2023분석 기사 • Dec 15Here's What's Concerning About R22's (WSE:R22) Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...Reported Earnings • Nov 20Third quarter 2022 earnings released: EPS: zł0.21 (vs zł0.22 in 3Q 2021)Third quarter 2022 results: EPS: zł0.21 (down from zł0.22 in 3Q 2021). Revenue: zł108.5m (up 24% from 3Q 2021). Net income: zł2.98m (down 3.1% from 3Q 2021). Profit margin: 2.8% (down from 3.5% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 24% per year.Reported Earnings • Sep 09Second quarter 2022 earnings released: EPS: zł0.26 (vs zł0.28 in 2Q 2021)Second quarter 2022 results: EPS: zł0.26 (down from zł0.28 in 2Q 2021). Revenue: zł87.2m (up 23% from 2Q 2021). Net income: zł3.71m (down 7.1% from 2Q 2021). Profit margin: 4.3% (down from 5.6% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 27% per year whereas the company’s share price has increased by 26% per year.Reported Earnings • May 22First quarter 2022 earnings: EPS misses analyst expectationsFirst quarter 2022 results: EPS: zł0.60 (up from zł0.28 in 1Q 2021). Net income: zł8.48m (up 112% from 1Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.8%. Over the last 3 years on average, earnings per share has increased by 34% per year whereas the company’s share price has increased by 30% per year.Valuation Update With 7 Day Price Move • Mar 14Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł46.00, the stock trades at a trailing P/E ratio of 35.2x. Average trailing P/E is 12x in the Telecom industry in Poland. Total returns to shareholders of 169% over the past three years.분석 기사 • Mar 08Is Now The Time To Put R22 (WSE:R22) On Your Watchlist?Some have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...분석 기사 • Dec 22Returns At R22 (WSE:R22) Appear To Be Weighed DownDid you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...분석 기사 • Sep 07Returns At R22 (WSE:R22) Appear To Be Weighed DownWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...Upcoming Dividend • Jun 04Upcoming dividend of zł0.57 per shareEligible shareholders must have bought the stock before 11 June 2021. Payment date: 21 June 2021. Trailing yield: 1.1%. Lower than top quartile of Polish dividend payers (6.0%). Lower than average of industry peers (4.4%).분석 기사 • Jun 03Should You Be Adding R22 (WSE:R22) To Your Watchlist Today?Some have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...분석 기사 • Mar 03The Trends At R22 (WSE:R22) That You Should Know AboutWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...Is New 90 Day High Low • Feb 11New 90-day high: zł41.30The company is up 31% from its price of zł31.50 on 13 November 2020. The Polish market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Telecom industry, which is up 1.0% over the same period.Valuation Update With 7 Day Price Move • Feb 11Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł41.30, the stock is trading at a trailing P/E ratio of 34.9x, up from the previous P/E ratio of 30.2x. This compares to an average P/E of 25x in the Telecom industry in Poland. Total returns to shareholders over the past three years are 107%.분석 기사 • Feb 05R22's (WSE:R22) Earnings Are Growing But Is There More To The Story?It might be old fashioned, but we really like to invest in companies that make a profit, each and every year. That...공시 • Feb 02+ 1 more updateR22 S.A. to Report First Half, 2021 Results on Aug 13, 2021R22 S.A. announced that they will report first half, 2021 results on Aug 13, 2021공시 • Feb 01+ 1 more updateR22 S.A. to Report Q3, 2021 Results on Nov 16, 2021R22 S.A. announced that they will report Q3, 2021 results on Nov 16, 2021분석 기사 • Jan 21Is R22's (WSE:R22) 102% Share Price Increase Well Justified?The worst result, after buying shares in a company (assuming no leverage), would be if you lose all the money you put...Is New 90 Day High Low • Jan 04New 90-day high: zł36.20The company is up 15% from its price of zł31.60 on 06 October 2020. The Polish market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Telecom industry, which is down 2.0% over the same period.분석 기사 • Dec 25R22 S.A. (WSE:R22) Delivered A Better ROE Than Its IndustryMany investors are still learning about the various metrics that can be useful when analysing a stock. This article is...분석 기사 • Dec 09Should You Be Adding R22 (WSE:R22) To Your Watchlist Today?Some have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...Is New 90 Day High Low • Dec 04New 90-day high: zł34.20The company is up 4.0% from its price of zł32.80 on 04 September 2020. The Polish market is up 6.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Telecom industry, which is down 6.0% over the same period.분석 기사 • Nov 26Is R22 (WSE:R22) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Is New 90 Day High Low • Oct 15New 90-day low: zł28.90The company is down 2.0% from its price of zł29.40 on 17 July 2020. The Polish market is down 6.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Telecom industry, which is flat over the same period.Upcoming Dividend • Sep 21Upcoming Dividend of zł0.28 Per ShareWill be paid on the 6th of October to those who are registered shareholders by the 28th of September. The trailing yield of 0.9% is below the top quartile of Polish dividend payers (6.2%), and is lower than industry peers (4.7%).공시 • Jul 31+ 1 more updateR22 S.A. (WSE:R22) completed the acquisition of 29.42% stake in Profitroom S.A.R22 S.A. (WSE:R22) signed a preliminary deal to acquire 29.42% stake in Profitroom S.A. for PLN 25 million on January 14, 2020. As per deal, R22 S.A. shall further acquire 0.8 million shares for PLN 5 million, after completion of these transactions R22 S.A. will hold 33.34% stake in Profitroom Sp. Z O.o. As per the deal, R22 S.A. shall receive an option to acquire further stake necessary to become majority stakeholder. R22 S.A. received a PLN 60 million loan from mBank SA for the acquisition of stake in Profitroom Sp. Z O.o and in H88. Piotr Zawalski of mInvestment Banking acted as financial advisors for Profitroom in the transaction. R22 S.A. (WSE:R22) completed the acquisition of 29.42% stake in Profitroom S.A. on January 20, 2020.주주 수익률CBFPL TelecomPL 시장7D2.2%2.3%2.8%1Y16.8%25.7%24.2%전체 주주 수익률 보기수익률 대 산업: CBF은 지난 1년 동안 25.7%의 수익을 기록한 Polish Telecom 산업보다 저조한 성과를 냈습니다.수익률 대 시장: CBF은 지난 1년 동안 24.2%를 기록한 Polish 시장보다 저조한 성과를 냈습니다.주가 변동성Is CBF's price volatile compared to industry and market?CBF volatilityCBF Average Weekly Movement5.2%Telecom Industry Average Movement6.0%Market Average Movement5.3%10% most volatile stocks in PL Market10.5%10% least volatile stocks in PL Market3.0%안정적인 주가: CBF는 지난 3개월 동안 Polish 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: CBF의 주간 변동성(5%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트1999995Jakub Dwernickicyberfolks.plCyber_Folks는 폴란드 및 국제적으로 비즈니스 디지털화 및 기업 분야 지원을 위한 기술 회사로 운영되고 있습니다. 사이버 폴크스, 버콤, 호텔 솔루션 부문을 통해 운영되고 있습니다. 이 회사의 포트폴리오는 구독 모델에서 확장 가능한 제품에 중점을 두고 있습니다.더 보기Cyber_Folks S.A. 기초 지표 요약Cyber_Folks의 순이익과 매출은 시가총액과 어떻게 비교됩니까?CBF 기초 통계시가총액zł2.95b순이익 (TTM)zł72.65m매출 (TTM)zł909.89m40.7x주가수익비율(P/E)3.2x주가매출비율(P/S)CBF는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표CBF 손익계산서 (TTM)매출zł909.89m매출원가zł135.61m총이익zł774.28m기타 비용zł701.63m순이익zł72.65m최근 보고된 실적Mar 31, 2026다음 실적 발표일Sep 02, 2026주당순이익(EPS)4.77총이익률85.10%순이익률7.98%부채/자본 비율66.8%CBF의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당1.3%현재 배당 수익률51%배당 성향View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/05 16:59종가2026/07/03 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 소스Cyber_Folks S.A.는 11명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Pawel SzpigielBiuro maklerskie mBankuKamil KliszczBiuro maklerskie mBankuBeata Szparaga-WasniewskaBiuro maklerskie mBanku8명의 분석가 더 보기
Upcoming Dividend • Jun 23Upcoming dividend of zł2.50 per shareEligible shareholders must have bought the stock before 30 June 2026. Payment date: 03 July 2026. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Polish dividend payers (7.1%). Lower than average of industry peers (4.5%).
New Risk • Jun 03New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 51% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (51% net debt to equity). Profit margins are more than 30% lower than last year (8.0% net profit margin).
New Risk • May 22New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 52% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (52% net debt to equity). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (7.6% net profit margin).
Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 16%After last week's 16% share price gain to zł204, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 16x in the Telecom industry in Europe. Total returns to shareholders of 214% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł336 per share.
공시 • Apr 23Cyber_Folks S.A., Annual General Meeting, May 18, 2026Cyber_Folks S.A., Annual General Meeting, May 18, 2026, at 12:00 Central European Standard Time.
분석 기사 • Mar 25Investors Can Find Comfort In Cyber_Folks' (WSE:CBF) Earnings QualityCyber_Folks S.A.'s ( WSE:CBF ) earnings announcement last week didn't impress shareholders. However, our analysis...
Upcoming Dividend • Jun 23Upcoming dividend of zł2.50 per shareEligible shareholders must have bought the stock before 30 June 2026. Payment date: 03 July 2026. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Polish dividend payers (7.1%). Lower than average of industry peers (4.5%).
New Risk • Jun 03New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 51% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (51% net debt to equity). Profit margins are more than 30% lower than last year (8.0% net profit margin).
New Risk • May 22New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 52% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (52% net debt to equity). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (7.6% net profit margin).
Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 16%After last week's 16% share price gain to zł204, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 16x in the Telecom industry in Europe. Total returns to shareholders of 214% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł336 per share.
공시 • Apr 23Cyber_Folks S.A., Annual General Meeting, May 18, 2026Cyber_Folks S.A., Annual General Meeting, May 18, 2026, at 12:00 Central European Standard Time.
분석 기사 • Mar 25Investors Can Find Comfort In Cyber_Folks' (WSE:CBF) Earnings QualityCyber_Folks S.A.'s ( WSE:CBF ) earnings announcement last week didn't impress shareholders. However, our analysis...
Reported Earnings • Mar 19Full year 2025 earnings released: EPS: zł4.13 (vs zł8.26 in FY 2024)Full year 2025 results: EPS: zł4.13 (down from zł8.26 in FY 2024). Revenue: zł856.0m (up 30% from FY 2024). Net income: zł63.1m (down 46% from FY 2024). Profit margin: 7.4% (down from 18% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Dec 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to zł205, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 14x in the Telecom industry in Europe. Total returns to shareholders of 364% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł407 per share.
Price Target Changed • Dec 12Price target increased by 8.3% to zł211Up from zł195, the current price target is an average from 5 analysts. New target price is 6.9% above last closing price of zł197. Stock is up 46% over the past year. The company is forecast to post earnings per share of zł4.76 for next year compared to zł8.26 last year.
New Risk • Nov 09New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.6% Last year net profit margin: 19% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks High level of debt (52% net debt to equity). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (7.6% net profit margin).
Reported Earnings • Nov 09Third quarter 2025 earnings released: EPS: zł0.95 (vs zł4.40 in 3Q 2024)Third quarter 2025 results: EPS: zł0.95 (down from zł4.40 in 3Q 2024). Revenue: zł216.2m (up 17% from 3Q 2024). Net income: zł13.4m (down 79% from 3Q 2024). Profit margin: 6.2% (down from 34% in 3Q 2024). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has increased by 67% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Nov 06Cyber_Folks S.A. to Report Q3, 2025 Results on Nov 05, 2025Cyber_Folks S.A. announced that they will report Q3, 2025 results on Nov 05, 2025
Reported Earnings • Sep 03Second quarter 2025 earnings released: EPS: zł0.86 (vs zł1.26 in 2Q 2024)Second quarter 2025 results: EPS: zł0.86 (down from zł1.26 in 2Q 2024). Revenue: zł212.3m (up 38% from 2Q 2024). Net income: zł12.1m (down 32% from 2Q 2024). Profit margin: 5.7% (down from 12% in 2Q 2024). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 63% per year whereas the company’s share price has increased by 67% per year.
공시 • Aug 21Cyber_Folks S.A. to Report First Half, 2025 Results on Sep 02, 2025Cyber_Folks S.A. announced that they will report first half, 2025 results on Sep 02, 2025
Price Target Changed • Jul 29Price target increased by 9.6% to zł186Up from zł170, the current price target is an average from 5 analysts. New target price is 13% above last closing price of zł165. Stock is up 28% over the past year. The company is forecast to post earnings per share of zł5.34 for next year compared to zł8.26 last year.
Major Estimate Revision • Jun 10Consensus EPS estimates increase by 28%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from zł976.0m to zł948.6m. EPS estimate rose from zł4.93 to zł6.33. Net income forecast to shrink 17% next year vs 11% growth forecast for Telecom industry in Poland . Consensus price target up from zł170 to zł180. Share price rose 3.4% to zł170 over the past week.
Price Target Changed • Jun 09Price target increased by 11% to zł180Up from zł162, the current price target is an average from 4 analysts. New target price is 6.6% above last closing price of zł169. Stock is up 36% over the past year. The company is forecast to post earnings per share of zł6.33 for next year compared to zł8.26 last year.
분석 기사 • May 28Cyber_Folks' (WSE:CBF) Earnings Are Weaker Than They SeemCyber_Folks S.A. ( WSE:CBF ) announced strong profits, but the stock was stagnant. Our analysis suggests that this...
Upcoming Dividend • May 27Upcoming dividend of zł2.00 per shareEligible shareholders must have bought the stock before 03 June 2025. Payment date: 06 June 2025. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Polish dividend payers (6.7%). Lower than average of industry peers (3.9%).
Reported Earnings • May 22First quarter 2025 earnings released: EPS: zł0.94 (vs zł1.11 in 1Q 2024)First quarter 2025 results: EPS: zł0.94 (down from zł1.11 in 1Q 2024). Revenue: zł190.7m (up 32% from 1Q 2024). Net income: zł13.3m (down 15% from 1Q 2024). Profit margin: 7.0% (down from 11% in 1Q 2024). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 59% per year, which means it is significantly lagging earnings growth.
공시 • Apr 21Cyber_Folks S.A., Annual General Meeting, May 15, 2025Cyber_Folks S.A., Annual General Meeting, May 15, 2025.
New Risk • Apr 11New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 45% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.
Reported Earnings • Mar 20Full year 2024 earnings released: EPS: zł8.26 (vs zł3.60 in FY 2023)Full year 2024 results: EPS: zł8.26 (up from zł3.60 in FY 2023). Revenue: zł657.5m (up 37% from FY 2023). Net income: zł116.8m (up 130% from FY 2023). Profit margin: 18% (up from 11% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 51% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • Dec 04Consensus revenue estimates increase by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from zł583.9m to zł660.7m. EPS estimate unchanged from zł8.22 at last update. Telecom industry in Poland expected to see average net income growth of 21% next year. Consensus price target up from zł152 to zł155. Share price rose 7.3% to zł132 over the past week.
New Risk • Nov 29New 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 6.8% 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 Earnings are forecast to decline by an average of 2.3% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (6.8% average weekly change).
분석 기사 • Nov 21Cyber_Folks (WSE:CBF) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfCyber_Folks S.A. ( WSE:CBF ) announced strong profits, but the stock was stagnant. Our analysis suggests that this...
Reported Earnings • Nov 18Third quarter 2024 earnings released: EPS: zł4.40 (vs zł0.69 in 3Q 2023)Third quarter 2024 results: EPS: zł4.40 (up from zł0.69 in 3Q 2023). Revenue: zł185.4m (up 54% from 3Q 2023). Net income: zł62.3m (up zł52.5m from 3Q 2023). Profit margin: 34% (up from 8.1% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Sep 05Price target increased by 11% to zł149Up from zł134, the current price target is an average from 5 analysts. New target price is 16% above last closing price of zł128. Stock is up 58% over the past year. The company is forecast to post earnings per share of zł8.22 for next year compared to zł3.60 last year.
Reported Earnings • Sep 04Second quarter 2024 earnings released: EPS: zł1.26 (vs zł0.73 in 2Q 2023)Second quarter 2024 results: EPS: zł1.26 (up from zł0.73 in 2Q 2023). Revenue: zł154.5m (up 32% from 2Q 2023). Net income: zł17.8m (up 72% from 2Q 2023). Profit margin: 12% (up from 8.9% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Telecom industry in Europe.
Upcoming Dividend • Jun 14Upcoming dividend of zł1.50 per shareEligible shareholders must have bought the stock before 21 June 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Polish dividend payers (7.8%). Lower than average of industry peers (4.5%).
Reported Earnings • May 22First quarter 2024 earnings released: EPS: zł1.11 (vs zł0.64 in 1Q 2023)First quarter 2024 results: EPS: zł1.11 (up from zł0.64 in 1Q 2023). Revenue: zł144.3m (up 31% from 1Q 2023). Net income: zł15.7m (up 73% from 1Q 2023). Profit margin: 11% (up from 8.2% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Telecom industry in Europe.
Valuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 20%After last week's 20% share price gain to zł133, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 13x in the Telecom industry in Europe. Total returns to shareholders of 160% over the past three years.
분석 기사 • May 14Investors Interested In Cyber_Folks S.A.'s (WSE:CBF) EarningsWith a price-to-earnings (or "P/E") ratio of 35.2x Cyber_Folks S.A. ( WSE:CBF ) may be sending very bearish signals at...
공시 • Apr 27Cyber_Folks S.A., Annual General Meeting, May 27, 2024Cyber_Folks S.A., Annual General Meeting, May 27, 2024, at 10:00 Central European Standard Time.
공시 • Apr 17MCI DC Laczna Spólka Inwestycyjna signed a preliminary conditional sale agreement to acquire 33.34% stake in Profitroom S.A. from Cyber_Folks S.A. (WSE:CBF) for PLN 97.5 million.MCI DC Laczna Spólka Inwestycyjna signed a preliminary conditional sale agreement to acquire 33.34% stake in Profitroom S.A. from Cyber_Folks S.A. (WSE:CBF) for PLN 97.5 million on April 16, 2024. MCI DC acquires 5,044,683 shares of Profitroom. Based on the agreement, provided that the conditions precedent stipulated therein are met, final agreements will be concluded , under which the buyer will purchase from the existing shareholders of the company a total of 9,834,937 shares in the company. Concluding the transaction depends on conducting antitrust proceedings and obtaining by the buyer an insurance policy regarding the sellers' civil liability related in particular to false assurances made in the contract, and the deadline for the fulfillment of the above-mentioned. conditions was set for September 30, 2024. The transaction is to be closed no later than 10 business days from the date of fulfillment of the last condition, the companies announced. The sellers, i.e. the founders and Cyber_Folks, were advised by EY and Dentons. MCI was advised on the transaction by DJM, Deloitte , Bain & Company and Vienna Capital Partners.
Price Target Changed • Apr 17Price target increased by 26% to zł113Up from zł90.00, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of zł108. Stock is up 111% over the past year. The company is forecast to post earnings per share of zł4.56 for next year compared to zł3.60 last year.
분석 기사 • Apr 03We Think Cyber_Folks' (WSE:CBF) Robust Earnings Are ConservativeWhen companies post strong earnings, the stock generally performs well, just like Cyber_Folks S.A.'s ( WSE:CBF ) stock...
분석 기사 • Mar 29Cyber_Folks' (WSE:CBF) Returns On Capital Are Heading HigherWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Reported Earnings • Mar 28Full year 2023 earnings released: EPS: zł3.60 (vs zł1.70 in FY 2022)Full year 2023 results: EPS: zł3.60 (up from zł1.70 in FY 2022). Revenue: zł480.4m (up 23% from FY 2022). Net income: zł50.8m (up 112% from FY 2022). Profit margin: 11% (up from 6.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 29% per year and the company’s share price has also increased by 29% per year.
공시 • Jan 26+ 3 more updatesCyber_Folks S.A. to Report Q3, 2024 Results on Nov 13, 2024Cyber_Folks S.A. announced that they will report Q3, 2024 results on Nov 13, 2024
분석 기사 • Dec 19We Ran A Stock Scan For Earnings Growth And Cyber_Folks (WSE:CBF) Passed With EaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Reported Earnings • Nov 16Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: zł120.3m (up 11% from 3Q 2022). Net income: zł9.77m (up 227% from 3Q 2022). Profit margin: 8.1% (up from 2.8% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Telecom industry in Europe.
Reported Earnings • Sep 07Second quarter 2023 earnings released: EPS: zł0.73 (vs zł0.26 in 2Q 2022)Second quarter 2023 results: EPS: zł0.73 (up from zł0.26 in 2Q 2022). Revenue: zł116.8m (up 34% from 2Q 2022). Net income: zł10.3m (up 177% from 2Q 2022). Profit margin: 8.8% (up from 4.3% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Aug 22Upcoming dividend of zł0.93 per share at 1.2% yieldEligible shareholders must have bought the stock before 29 August 2023. Payment date: 04 September 2023. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Polish dividend payers (7.5%). Lower than average of industry peers (4.4%).
분석 기사 • Jul 27Is R22 (WSE:R22) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Buying Opportunity • Jul 26Now 23% undervaluedOver the last 90 days, the stock is up 36%. The fair value is estimated to be zł97.48, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 36% in 2 years. Earnings is forecast to grow by 168% in the next 2 years.
Buying Opportunity • Jul 07Now 21% undervaluedOver the last 90 days, the stock is up 43%. The fair value is estimated to be zł96.12, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 36% in 2 years. Earnings is forecast to grow by 166% in the next 2 years.
분석 기사 • Jun 09Returns On Capital At R22 (WSE:R22) Have StalledIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...
Reported Earnings • May 28First quarter 2023 earnings released: EPS: zł0.64 (vs zł0.60 in 1Q 2022)First quarter 2023 results: EPS: zł0.64 (up from zł0.60 in 1Q 2022). Revenue: zł110.5m (up 32% from 1Q 2022). Net income: zł9.06m (up 6.8% from 1Q 2022). Profit margin: 8.2% (down from 10% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.
공시 • May 26R22 S.A., Annual General Meeting, Jun 26, 2023R22 S.A., Annual General Meeting, Jun 26, 2023, at 10:00 Central European Standard Time.
공시 • May 25R22 S.A. (WSE:R22) acquired CYBER_FOLKS SPOLKA AKCYJNA.R22 S.A. (WSE:R22) acquired CYBER_FOLKS SPOLKA AKCYJNA on May 23, 2023. The merger is yet to be approved by R22's Annual General Meeting. R22 S.A. (WSE:R22) completed the acquisition of CYBER_FOLKS SPOLKA AKCYJNA on May 23, 2023.
Valuation Update With 7 Day Price Move • May 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to zł61.40, the stock trades at a trailing P/E ratio of 36.1x. Average trailing P/E is 14x in the Telecom industry in Poland. Total returns to shareholders of 112% over the past three years.
분석 기사 • Mar 11Is R22 (WSE:R22) 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...
공시 • Feb 03+ 2 more updatesR22 S.A. to Report First Half, 2023 Results on Sep 05, 2023R22 S.A. announced that they will report first half, 2023 results on Sep 05, 2023
분석 기사 • Dec 15Here's What's Concerning About R22's (WSE:R22) Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
Reported Earnings • Nov 20Third quarter 2022 earnings released: EPS: zł0.21 (vs zł0.22 in 3Q 2021)Third quarter 2022 results: EPS: zł0.21 (down from zł0.22 in 3Q 2021). Revenue: zł108.5m (up 24% from 3Q 2021). Net income: zł2.98m (down 3.1% from 3Q 2021). Profit margin: 2.8% (down from 3.5% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 24% per year.
Reported Earnings • Sep 09Second quarter 2022 earnings released: EPS: zł0.26 (vs zł0.28 in 2Q 2021)Second quarter 2022 results: EPS: zł0.26 (down from zł0.28 in 2Q 2021). Revenue: zł87.2m (up 23% from 2Q 2021). Net income: zł3.71m (down 7.1% from 2Q 2021). Profit margin: 4.3% (down from 5.6% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 27% per year whereas the company’s share price has increased by 26% per year.
Reported Earnings • May 22First quarter 2022 earnings: EPS misses analyst expectationsFirst quarter 2022 results: EPS: zł0.60 (up from zł0.28 in 1Q 2021). Net income: zł8.48m (up 112% from 1Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.8%. Over the last 3 years on average, earnings per share has increased by 34% per year whereas the company’s share price has increased by 30% per year.
Valuation Update With 7 Day Price Move • Mar 14Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł46.00, the stock trades at a trailing P/E ratio of 35.2x. Average trailing P/E is 12x in the Telecom industry in Poland. Total returns to shareholders of 169% over the past three years.
분석 기사 • Mar 08Is Now The Time To Put R22 (WSE:R22) On Your Watchlist?Some have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...
분석 기사 • Dec 22Returns At R22 (WSE:R22) Appear To Be Weighed DownDid you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
분석 기사 • Sep 07Returns At R22 (WSE:R22) Appear To Be Weighed DownWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...
Upcoming Dividend • Jun 04Upcoming dividend of zł0.57 per shareEligible shareholders must have bought the stock before 11 June 2021. Payment date: 21 June 2021. Trailing yield: 1.1%. Lower than top quartile of Polish dividend payers (6.0%). Lower than average of industry peers (4.4%).
분석 기사 • Jun 03Should You Be Adding R22 (WSE:R22) To Your Watchlist Today?Some have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...
분석 기사 • Mar 03The Trends At R22 (WSE:R22) That You Should Know AboutWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
Is New 90 Day High Low • Feb 11New 90-day high: zł41.30The company is up 31% from its price of zł31.50 on 13 November 2020. The Polish market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Telecom industry, which is up 1.0% over the same period.
Valuation Update With 7 Day Price Move • Feb 11Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł41.30, the stock is trading at a trailing P/E ratio of 34.9x, up from the previous P/E ratio of 30.2x. This compares to an average P/E of 25x in the Telecom industry in Poland. Total returns to shareholders over the past three years are 107%.
분석 기사 • Feb 05R22's (WSE:R22) Earnings Are Growing But Is There More To The Story?It might be old fashioned, but we really like to invest in companies that make a profit, each and every year. That...
공시 • Feb 02+ 1 more updateR22 S.A. to Report First Half, 2021 Results on Aug 13, 2021R22 S.A. announced that they will report first half, 2021 results on Aug 13, 2021
공시 • Feb 01+ 1 more updateR22 S.A. to Report Q3, 2021 Results on Nov 16, 2021R22 S.A. announced that they will report Q3, 2021 results on Nov 16, 2021
분석 기사 • Jan 21Is R22's (WSE:R22) 102% Share Price Increase Well Justified?The worst result, after buying shares in a company (assuming no leverage), would be if you lose all the money you put...
Is New 90 Day High Low • Jan 04New 90-day high: zł36.20The company is up 15% from its price of zł31.60 on 06 October 2020. The Polish market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Telecom industry, which is down 2.0% over the same period.
분석 기사 • Dec 25R22 S.A. (WSE:R22) Delivered A Better ROE Than Its IndustryMany investors are still learning about the various metrics that can be useful when analysing a stock. This article is...
분석 기사 • Dec 09Should You Be Adding R22 (WSE:R22) To Your Watchlist Today?Some have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...
Is New 90 Day High Low • Dec 04New 90-day high: zł34.20The company is up 4.0% from its price of zł32.80 on 04 September 2020. The Polish market is up 6.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Telecom industry, which is down 6.0% over the same period.
분석 기사 • Nov 26Is R22 (WSE:R22) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Is New 90 Day High Low • Oct 15New 90-day low: zł28.90The company is down 2.0% from its price of zł29.40 on 17 July 2020. The Polish market is down 6.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Telecom industry, which is flat over the same period.
Upcoming Dividend • Sep 21Upcoming Dividend of zł0.28 Per ShareWill be paid on the 6th of October to those who are registered shareholders by the 28th of September. The trailing yield of 0.9% is below the top quartile of Polish dividend payers (6.2%), and is lower than industry peers (4.7%).
공시 • Jul 31+ 1 more updateR22 S.A. (WSE:R22) completed the acquisition of 29.42% stake in Profitroom S.A.R22 S.A. (WSE:R22) signed a preliminary deal to acquire 29.42% stake in Profitroom S.A. for PLN 25 million on January 14, 2020. As per deal, R22 S.A. shall further acquire 0.8 million shares for PLN 5 million, after completion of these transactions R22 S.A. will hold 33.34% stake in Profitroom Sp. Z O.o. As per the deal, R22 S.A. shall receive an option to acquire further stake necessary to become majority stakeholder. R22 S.A. received a PLN 60 million loan from mBank SA for the acquisition of stake in Profitroom Sp. Z O.o and in H88. Piotr Zawalski of mInvestment Banking acted as financial advisors for Profitroom in the transaction. R22 S.A. (WSE:R22) completed the acquisition of 29.42% stake in Profitroom S.A. on January 20, 2020.
