View DividendVerbicom 경영진경영진 기준 점검 0/4현재 CEO에 대한 정보가 충분하지 않습니다.핵심 정보Boleslaw Zajac최고경영자n/a총 보수CEO 급여 비율n/aCEO 재임 기간no dataCEO 지분 보유율n/a경영진 평균 재임 기간데이터 없음이사회 평균 재임 기간데이터 없음최근 경영진 업데이트공시 • Jun 02Verbicom S.A., Annual General Meeting, Jun 27, 2023Verbicom S.A., Annual General Meeting, Jun 27, 2023, at 11:00 Central European Standard Time.공시 • Jun 02Verbicom S.A., Annual General Meeting, Jun 27, 2022Verbicom S.A., Annual General Meeting, Jun 27, 2022, at 12:00 Central European Standard Time.모든 업데이트 보기Recent updatesValuation Update With 7 Day Price Move • Mar 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to zł1.65, the stock trades at a trailing P/E ratio of 12.7x. Average trailing P/E is 20x in the Telecom industry in Poland. Total returns to shareholders of 1.5% over the past three years.공시 • Feb 10Verbicom S.A. to Report Q4, 2025 Results on Feb 13, 2026Verbicom S.A. announced that they will report Q4, 2025 results on Feb 13, 2026분석 기사 • Jan 21What Verbicom S.A.'s (WSE:VRB) 32% Share Price Gain Is Not Telling YouVerbicom S.A. ( WSE:VRB ) shares have continued their recent momentum with a 32% gain in the last month alone. The last...Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improves as stock rises 18%After last week's 18% share price gain to zł1.65, the stock trades at a trailing P/E ratio of 12.7x. Average trailing P/E is 18x in the Telecom industry in Poland. Total returns to shareholders of 15% over the past three years.분석 기사 • Dec 04Earnings Not Telling The Story For Verbicom S.A. (WSE:VRB) After Shares Rise 45%Verbicom S.A. ( WSE:VRB ) shareholders have had their patience rewarded with a 45% share price jump in the last month...New Risk • Dec 03New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 14% Last year net profit margin: 99% 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: Major Risks Share price has been highly volatile over the past 3 months (9.1% average weekly change). High level of non-cash earnings (36% accrual ratio). Market cap is less than US$10m (zł9.55m market cap, or US$2.63m). Minor Risks Profit margins are more than 30% lower than last year (14% net profit margin). Revenue is less than US$5m (zł7.4m revenue, or US$2.0m).Valuation Update With 7 Day Price Move • Dec 01Investor sentiment improves as stock rises 17%After last week's 17% share price gain to zł1.19, the stock trades at a trailing P/E ratio of 9.2x. Average trailing P/E is 15x in the Telecom industry in Poland. Total loss to shareholders of 20% over the past three years.Reported Earnings • Nov 18Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: zł9.51m (down 20% from 3Q 2024). Net loss: zł697.6k (down 302% from profit in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.분석 기사 • Nov 11We Think Verbicom (WSE:VRB) Can Stay On Top Of Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...공시 • Nov 10Verbicom S.A. to Report Q3, 2025 Results on Nov 12, 2025Verbicom S.A. announced that they will report Q3, 2025 results on Nov 12, 2025Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to zł1.13, the stock trades at a trailing P/E ratio of 4.3x. Average trailing P/E is 14x in the Telecom industry in Poland. Total loss to shareholders of 23% over the past three years.New Risk • Aug 25New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 22% Last year net profit margin: 171% 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: Major Risk Market cap is less than US$10m (zł8.27m market cap, or US$2.27m). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (22% net profit margin). Revenue is less than US$5m (zł9.7m revenue, or US$2.7m).Upcoming Dividend • Aug 21Upcoming dividend of zł0.01 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 23 December 2025. Payout ratio is a comfortable 20% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of Polish dividend payers (7.1%). Lower than average of industry peers (49%).Reported Earnings • Aug 17Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: zł11.9m (up 14% from 2Q 2024). Net income: zł583.1k (up zł752.0k from 2Q 2024). Profit margin: 4.9% (up from net loss in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Declared Dividend • Jun 02Dividend of zł0.01 announcedDividend of zł0.01 is the same as last year. Ex-date: 28th August 2025 Payment date: 23rd December 2025 Dividend yield will be 0.9%, which is lower than the industry average of 4.7%. Payout Ratios Payout ratio: 20%. Cash payout ratio: 2%.공시 • Jun 01Verbicom S.A. announces Annual dividend, payable on December 23, 2025Verbicom S.A. announced Annual dividend of PLN 0.0100 per share payable on December 23, 2025, ex-date on August 28, 2025 and record date on August 29, 2025.Reported Earnings • May 15First quarter 2025 earnings releasedFirst quarter 2025 results: Revenue: zł10.6m (up 32% from 1Q 2024). Net income: zł818.9k (up 117% from 1Q 2024). Profit margin: 7.8% (up from 4.7% in 1Q 2024). The increase in margin was driven by higher revenue.Reported Earnings • Feb 15Full year 2024 earnings released: EPS: zł0.063 (vs zł0.003 in FY 2023)Full year 2024 results: EPS: zł0.063 (up from zł0.003 in FY 2023). Revenue: zł43.4m (down 14% from FY 2023). Net income: zł502.7k (up zł476.1k from FY 2023). Profit margin: 1.2% (up from 0.1% in FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.분석 기사 • Dec 17Verbicom S.A.'s (WSE:VRB) Prospects Need A Boost To Lift SharesVerbicom S.A.'s ( WSE:VRB ) price-to-sales (or "P/S") ratio of 0.2x might make it look like a buy right now compared to...Upcoming Dividend • Aug 22Upcoming dividend of zł0.01 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 20 December 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.0%. Lower than top quartile of Polish dividend payers (7.6%). Lower than average of industry peers (4.2%).Reported Earnings • Aug 11Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: zł10.4m (down 29% from 2Q 2023). Net loss: zł168.9k (down 286% from profit in 2Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.분석 기사 • May 29Market Cool On Verbicom S.A.'s (WSE:VRB) Revenues Pushing Shares 29% LowerVerbicom S.A. ( WSE:VRB ) shareholders that were waiting for something to happen have been dealt a blow with a 29...Reported Earnings • May 13First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: zł8.02m (down 32% from 1Q 2023). Net income: zł378.2k (up 394% from 1Q 2023). Profit margin: 4.7% (up from 0.6% in 1Q 2023).분석 기사 • Apr 30Would Verbicom (WSE:VRB) Be Better Off With Less Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • Feb 17The Market Lifts Verbicom S.A. (WSE:VRB) Shares 44% But It Can Do MoreVerbicom S.A. ( WSE:VRB ) shareholders have had their patience rewarded with a 44% share price jump in the last month...Reported Earnings • Feb 13Full year 2023 earnings released: zł0.049 loss per share (vs zł0.11 profit in FY 2022)Full year 2023 results: zł0.049 loss per share (down from zł0.11 profit in FY 2022). Revenue: zł50.6m (down 1.2% from FY 2022). Net loss: zł396.9k (down 145% from profit in FY 2022). Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.공시 • Jan 12+ 4 more updatesVerbicom S.A. to Report Q2, 2024 Results on Aug 09, 2024Verbicom S.A. announced that they will report Q2, 2024 results on Aug 09, 2024New Risk • Nov 19New major risk - Revenue and earnings growthEarnings have declined by 8.5% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings have declined by 8.5% per year over the past 5 years. Market cap is less than US$10m (zł9.55m market cap, or US$2.38m).분석 기사 • Nov 17These 4 Measures Indicate That Verbicom (WSE:VRB) Is Using Debt Reasonably WellThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Upcoming Dividend • Aug 23Upcoming dividend of zł0.01 per share at 0.8% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 21 December 2023. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Polish dividend payers (7.5%). Lower than average of industry peers (4.4%).Reported Earnings • Aug 13Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: zł14.6m (up 57% from 2Q 2022). Net income: zł90.9k (up zł489.5k from 2Q 2022). Profit margin: 0.6% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jul 24Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to zł1.20, the stock trades at a trailing P/E ratio of 38.2x. Average trailing P/E is 14x in the Telecom industry in Poland. Total loss to shareholders of 17% over the past three years.분석 기사 • Jul 22These 4 Measures Indicate That Verbicom (WSE:VRB) Is Using Debt ExtensivelyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...공시 • Jun 02Verbicom S.A., Annual General Meeting, Jun 27, 2023Verbicom S.A., Annual General Meeting, Jun 27, 2023, at 11:00 Central European Standard Time.Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improves as stock rises 15%After last week's 15% share price gain to zł1.80, the stock trades at a trailing P/E ratio of 19.6x. Average trailing P/E is 14x in the Telecom industry in Poland. Total returns to shareholders of 28% over the past three years.Reported Earnings • Feb 13Full year 2022 earnings released: EPS: zł0.092 (vs zł0.29 in FY 2021)Full year 2022 results: EPS: zł0.092 (down from zł0.29 in FY 2021). Revenue: zł51.2m (up 12% from FY 2021). Net income: zł738.6k (down 68% from FY 2021). Profit margin: 1.4% (down from 5.1% in FY 2021). Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 3% per year.Valuation Update With 7 Day Price Move • Feb 08Investor sentiment improves as stock rises 20%After last week's 20% share price gain to zł1.80, the stock trades at a trailing P/E ratio of 12.6x. Average trailing P/E is 13x in the Telecom industry in Poland. Total loss to shareholders of 5.5% over the past three years.분석 기사 • Jan 28These 4 Measures Indicate That Verbicom (WSE:VRB) Is Using Debt In A Risky WayLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...공시 • Jan 20+ 4 more updatesVerbicom S.A. to Report Q4, 2022 Results on Feb 10, 2023Verbicom S.A. announced that they will report Q4, 2022 results on Feb 10, 2023Valuation Update With 7 Day Price Move • Jul 25Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to zł1.42, the stock trades at a trailing P/E ratio of 3.6x. Average trailing P/E is 10x in the Telecom industry in Poland. Total returns to shareholders of 31% over the past three years.Upcoming Dividend • Jul 21Upcoming dividend of zł0.03 per shareEligible shareholders must have bought the stock before 28 July 2022. Payment date: 29 August 2022. Payout ratio is a comfortable 7.4% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Polish dividend payers (8.4%). Lower than average of industry peers (4.3%).공시 • Jun 02Verbicom S.A., Annual General Meeting, Jun 27, 2022Verbicom S.A., Annual General Meeting, Jun 27, 2022, at 12:00 Central European Standard Time.분석 기사 • Apr 12We Think Verbicom (WSE:VRB) Can Stay On Top Of Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Feb 18Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: zł0.37 (up from zł0.14 loss in FY 2020). Revenue: zł45.8m (up 57% from FY 2020). Net income: zł2.92m (up zł4.03m from FY 2020). Profit margin: 6.4% (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 26% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Feb 11Investor sentiment improved over the past weekAfter last week's 15% share price gain to zł1.94, the stock trades at a trailing P/E ratio of 6.2x. Average trailing P/E is 11x in the Telecom industry in Poland. Total returns to shareholders of 128% over the past three years.분석 기사 • Dec 28Is Verbicom (WSE:VRB) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Valuation Update With 7 Day Price Move • Nov 27Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to zł1.22, the stock trades at a trailing P/E ratio of 3.9x. Average trailing P/E is 13x in the Telecom industry in Poland. Total returns to shareholders of 47% over the past three years.분석 기사 • Sep 28Verbicom (WSE:VRB) Seems To Use Debt Quite SensiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Upcoming Dividend • Jul 22Upcoming dividend of zł0.02 per shareEligible shareholders must have bought the stock before 29 July 2021. Payment date: 31 August 2021. Trailing yield: 1.2%. Lower than top quartile of Polish dividend payers (5.9%). Lower than average of industry peers (4.0%).Is New 90 Day High Low • Feb 17New 90-day high: zł1.22The company is up 7.0% from its price of zł1.14 on 19 November 2020. The Polish market is up 13% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Telecom industry, which is up 3.0% over the same period.공시 • Feb 02+ 1 more updateVerbicom S.A. to Report Q3, 2021 Results on Nov 12, 2021Verbicom S.A. announced that they will report Q3, 2021 results on Nov 12, 2021공시 • Feb 01+ 2 more updatesVerbicom S.A. to Report Q2, 2021 Results on Aug 12, 2021Verbicom S.A. announced that they will report Q2, 2021 results on Aug 12, 2021Is New 90 Day High Low • Dec 28New 90-day low: zł0.93The company is down 28% from its price of zł1.30 on 29 September 2020. The Polish market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is down 5.0% over the same period.Is New 90 Day High Low • Nov 25New 90-day low: zł1.00The company is down 28% from its price of zł1.39 on 25 August 2020. The Polish market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is down 10.0% over the same period.Is New 90 Day High Low • Oct 30New 90-day low: zł1.06The company is down 31% from its price of zł1.54 on 31 July 2020. The Polish market is down 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is down 10.0% over the same period.Is New 90 Day High Low • Oct 07New 90-day low: zł1.17The company is down 28% from its price of zł1.63 on 09 July 2020. The Polish market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is up 9.0% over the same period.Is New 90 Day High Low • Sep 19New 90-day low: zł1.19The company is down 22% from its price of zł1.52 on 19 June 2020. The Polish market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is up 7.0% over the same period.CEOBoleslaw Zajac no data재임 기간Mr. Boleslaw Zajac is President of the Management Board of Verbicom S.A.View Ownership기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 13:19종가2026/05/22 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 소스Verbicom 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 • Jun 02Verbicom S.A., Annual General Meeting, Jun 27, 2023Verbicom S.A., Annual General Meeting, Jun 27, 2023, at 11:00 Central European Standard Time.
공시 • Jun 02Verbicom S.A., Annual General Meeting, Jun 27, 2022Verbicom S.A., Annual General Meeting, Jun 27, 2022, at 12:00 Central European Standard Time.
Valuation Update With 7 Day Price Move • Mar 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to zł1.65, the stock trades at a trailing P/E ratio of 12.7x. Average trailing P/E is 20x in the Telecom industry in Poland. Total returns to shareholders of 1.5% over the past three years.
공시 • Feb 10Verbicom S.A. to Report Q4, 2025 Results on Feb 13, 2026Verbicom S.A. announced that they will report Q4, 2025 results on Feb 13, 2026
분석 기사 • Jan 21What Verbicom S.A.'s (WSE:VRB) 32% Share Price Gain Is Not Telling YouVerbicom S.A. ( WSE:VRB ) shares have continued their recent momentum with a 32% gain in the last month alone. The last...
Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improves as stock rises 18%After last week's 18% share price gain to zł1.65, the stock trades at a trailing P/E ratio of 12.7x. Average trailing P/E is 18x in the Telecom industry in Poland. Total returns to shareholders of 15% over the past three years.
분석 기사 • Dec 04Earnings Not Telling The Story For Verbicom S.A. (WSE:VRB) After Shares Rise 45%Verbicom S.A. ( WSE:VRB ) shareholders have had their patience rewarded with a 45% share price jump in the last month...
New Risk • Dec 03New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 14% Last year net profit margin: 99% 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: Major Risks Share price has been highly volatile over the past 3 months (9.1% average weekly change). High level of non-cash earnings (36% accrual ratio). Market cap is less than US$10m (zł9.55m market cap, or US$2.63m). Minor Risks Profit margins are more than 30% lower than last year (14% net profit margin). Revenue is less than US$5m (zł7.4m revenue, or US$2.0m).
Valuation Update With 7 Day Price Move • Dec 01Investor sentiment improves as stock rises 17%After last week's 17% share price gain to zł1.19, the stock trades at a trailing P/E ratio of 9.2x. Average trailing P/E is 15x in the Telecom industry in Poland. Total loss to shareholders of 20% over the past three years.
Reported Earnings • Nov 18Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: zł9.51m (down 20% from 3Q 2024). Net loss: zł697.6k (down 302% from profit in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
분석 기사 • Nov 11We Think Verbicom (WSE:VRB) Can Stay On Top Of Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
공시 • Nov 10Verbicom S.A. to Report Q3, 2025 Results on Nov 12, 2025Verbicom S.A. announced that they will report Q3, 2025 results on Nov 12, 2025
Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to zł1.13, the stock trades at a trailing P/E ratio of 4.3x. Average trailing P/E is 14x in the Telecom industry in Poland. Total loss to shareholders of 23% over the past three years.
New Risk • Aug 25New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 22% Last year net profit margin: 171% 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: Major Risk Market cap is less than US$10m (zł8.27m market cap, or US$2.27m). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (22% net profit margin). Revenue is less than US$5m (zł9.7m revenue, or US$2.7m).
Upcoming Dividend • Aug 21Upcoming dividend of zł0.01 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 23 December 2025. Payout ratio is a comfortable 20% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of Polish dividend payers (7.1%). Lower than average of industry peers (49%).
Reported Earnings • Aug 17Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: zł11.9m (up 14% from 2Q 2024). Net income: zł583.1k (up zł752.0k from 2Q 2024). Profit margin: 4.9% (up from net loss in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Declared Dividend • Jun 02Dividend of zł0.01 announcedDividend of zł0.01 is the same as last year. Ex-date: 28th August 2025 Payment date: 23rd December 2025 Dividend yield will be 0.9%, which is lower than the industry average of 4.7%. Payout Ratios Payout ratio: 20%. Cash payout ratio: 2%.
공시 • Jun 01Verbicom S.A. announces Annual dividend, payable on December 23, 2025Verbicom S.A. announced Annual dividend of PLN 0.0100 per share payable on December 23, 2025, ex-date on August 28, 2025 and record date on August 29, 2025.
Reported Earnings • May 15First quarter 2025 earnings releasedFirst quarter 2025 results: Revenue: zł10.6m (up 32% from 1Q 2024). Net income: zł818.9k (up 117% from 1Q 2024). Profit margin: 7.8% (up from 4.7% in 1Q 2024). The increase in margin was driven by higher revenue.
Reported Earnings • Feb 15Full year 2024 earnings released: EPS: zł0.063 (vs zł0.003 in FY 2023)Full year 2024 results: EPS: zł0.063 (up from zł0.003 in FY 2023). Revenue: zł43.4m (down 14% from FY 2023). Net income: zł502.7k (up zł476.1k from FY 2023). Profit margin: 1.2% (up from 0.1% in FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.
분석 기사 • Dec 17Verbicom S.A.'s (WSE:VRB) Prospects Need A Boost To Lift SharesVerbicom S.A.'s ( WSE:VRB ) price-to-sales (or "P/S") ratio of 0.2x might make it look like a buy right now compared to...
Upcoming Dividend • Aug 22Upcoming dividend of zł0.01 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 20 December 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.0%. Lower than top quartile of Polish dividend payers (7.6%). Lower than average of industry peers (4.2%).
Reported Earnings • Aug 11Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: zł10.4m (down 29% from 2Q 2023). Net loss: zł168.9k (down 286% from profit in 2Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.
분석 기사 • May 29Market Cool On Verbicom S.A.'s (WSE:VRB) Revenues Pushing Shares 29% LowerVerbicom S.A. ( WSE:VRB ) shareholders that were waiting for something to happen have been dealt a blow with a 29...
Reported Earnings • May 13First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: zł8.02m (down 32% from 1Q 2023). Net income: zł378.2k (up 394% from 1Q 2023). Profit margin: 4.7% (up from 0.6% in 1Q 2023).
분석 기사 • Apr 30Would Verbicom (WSE:VRB) Be Better Off With Less Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 • Feb 17The Market Lifts Verbicom S.A. (WSE:VRB) Shares 44% But It Can Do MoreVerbicom S.A. ( WSE:VRB ) shareholders have had their patience rewarded with a 44% share price jump in the last month...
Reported Earnings • Feb 13Full year 2023 earnings released: zł0.049 loss per share (vs zł0.11 profit in FY 2022)Full year 2023 results: zł0.049 loss per share (down from zł0.11 profit in FY 2022). Revenue: zł50.6m (down 1.2% from FY 2022). Net loss: zł396.9k (down 145% from profit in FY 2022). Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
공시 • Jan 12+ 4 more updatesVerbicom S.A. to Report Q2, 2024 Results on Aug 09, 2024Verbicom S.A. announced that they will report Q2, 2024 results on Aug 09, 2024
New Risk • Nov 19New major risk - Revenue and earnings growthEarnings have declined by 8.5% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings have declined by 8.5% per year over the past 5 years. Market cap is less than US$10m (zł9.55m market cap, or US$2.38m).
분석 기사 • Nov 17These 4 Measures Indicate That Verbicom (WSE:VRB) Is Using Debt Reasonably WellThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Upcoming Dividend • Aug 23Upcoming dividend of zł0.01 per share at 0.8% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 21 December 2023. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Polish dividend payers (7.5%). Lower than average of industry peers (4.4%).
Reported Earnings • Aug 13Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: zł14.6m (up 57% from 2Q 2022). Net income: zł90.9k (up zł489.5k from 2Q 2022). Profit margin: 0.6% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jul 24Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to zł1.20, the stock trades at a trailing P/E ratio of 38.2x. Average trailing P/E is 14x in the Telecom industry in Poland. Total loss to shareholders of 17% over the past three years.
분석 기사 • Jul 22These 4 Measures Indicate That Verbicom (WSE:VRB) Is Using Debt ExtensivelyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
공시 • Jun 02Verbicom S.A., Annual General Meeting, Jun 27, 2023Verbicom S.A., Annual General Meeting, Jun 27, 2023, at 11:00 Central European Standard Time.
Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improves as stock rises 15%After last week's 15% share price gain to zł1.80, the stock trades at a trailing P/E ratio of 19.6x. Average trailing P/E is 14x in the Telecom industry in Poland. Total returns to shareholders of 28% over the past three years.
Reported Earnings • Feb 13Full year 2022 earnings released: EPS: zł0.092 (vs zł0.29 in FY 2021)Full year 2022 results: EPS: zł0.092 (down from zł0.29 in FY 2021). Revenue: zł51.2m (up 12% from FY 2021). Net income: zł738.6k (down 68% from FY 2021). Profit margin: 1.4% (down from 5.1% in FY 2021). Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 3% per year.
Valuation Update With 7 Day Price Move • Feb 08Investor sentiment improves as stock rises 20%After last week's 20% share price gain to zł1.80, the stock trades at a trailing P/E ratio of 12.6x. Average trailing P/E is 13x in the Telecom industry in Poland. Total loss to shareholders of 5.5% over the past three years.
분석 기사 • Jan 28These 4 Measures Indicate That Verbicom (WSE:VRB) Is Using Debt In A Risky WayLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
공시 • Jan 20+ 4 more updatesVerbicom S.A. to Report Q4, 2022 Results on Feb 10, 2023Verbicom S.A. announced that they will report Q4, 2022 results on Feb 10, 2023
Valuation Update With 7 Day Price Move • Jul 25Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to zł1.42, the stock trades at a trailing P/E ratio of 3.6x. Average trailing P/E is 10x in the Telecom industry in Poland. Total returns to shareholders of 31% over the past three years.
Upcoming Dividend • Jul 21Upcoming dividend of zł0.03 per shareEligible shareholders must have bought the stock before 28 July 2022. Payment date: 29 August 2022. Payout ratio is a comfortable 7.4% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Polish dividend payers (8.4%). Lower than average of industry peers (4.3%).
공시 • Jun 02Verbicom S.A., Annual General Meeting, Jun 27, 2022Verbicom S.A., Annual General Meeting, Jun 27, 2022, at 12:00 Central European Standard Time.
분석 기사 • Apr 12We Think Verbicom (WSE:VRB) Can Stay On Top Of Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Feb 18Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: zł0.37 (up from zł0.14 loss in FY 2020). Revenue: zł45.8m (up 57% from FY 2020). Net income: zł2.92m (up zł4.03m from FY 2020). Profit margin: 6.4% (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 26% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Feb 11Investor sentiment improved over the past weekAfter last week's 15% share price gain to zł1.94, the stock trades at a trailing P/E ratio of 6.2x. Average trailing P/E is 11x in the Telecom industry in Poland. Total returns to shareholders of 128% over the past three years.
분석 기사 • Dec 28Is Verbicom (WSE:VRB) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Valuation Update With 7 Day Price Move • Nov 27Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to zł1.22, the stock trades at a trailing P/E ratio of 3.9x. Average trailing P/E is 13x in the Telecom industry in Poland. Total returns to shareholders of 47% over the past three years.
분석 기사 • Sep 28Verbicom (WSE:VRB) Seems To Use Debt Quite SensiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Upcoming Dividend • Jul 22Upcoming dividend of zł0.02 per shareEligible shareholders must have bought the stock before 29 July 2021. Payment date: 31 August 2021. Trailing yield: 1.2%. Lower than top quartile of Polish dividend payers (5.9%). Lower than average of industry peers (4.0%).
Is New 90 Day High Low • Feb 17New 90-day high: zł1.22The company is up 7.0% from its price of zł1.14 on 19 November 2020. The Polish market is up 13% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Telecom industry, which is up 3.0% over the same period.
공시 • Feb 02+ 1 more updateVerbicom S.A. to Report Q3, 2021 Results on Nov 12, 2021Verbicom S.A. announced that they will report Q3, 2021 results on Nov 12, 2021
공시 • Feb 01+ 2 more updatesVerbicom S.A. to Report Q2, 2021 Results on Aug 12, 2021Verbicom S.A. announced that they will report Q2, 2021 results on Aug 12, 2021
Is New 90 Day High Low • Dec 28New 90-day low: zł0.93The company is down 28% from its price of zł1.30 on 29 September 2020. The Polish market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is down 5.0% over the same period.
Is New 90 Day High Low • Nov 25New 90-day low: zł1.00The company is down 28% from its price of zł1.39 on 25 August 2020. The Polish market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is down 10.0% over the same period.
Is New 90 Day High Low • Oct 30New 90-day low: zł1.06The company is down 31% from its price of zł1.54 on 31 July 2020. The Polish market is down 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is down 10.0% over the same period.
Is New 90 Day High Low • Oct 07New 90-day low: zł1.17The company is down 28% from its price of zł1.63 on 09 July 2020. The Polish market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is up 9.0% over the same period.
Is New 90 Day High Low • Sep 19New 90-day low: zł1.19The company is down 22% from its price of zł1.52 on 19 June 2020. The Polish market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is up 7.0% over the same period.