CSR Stock Overview
Provides asset management services to individual and institutional clients in the Western Europe, the United States, and Poland markets. More details
| Snowflake Score | |
|---|---|
| Valuation | 0/6 |
| Future Growth | 0/6 |
| Past Performance | 1/6 |
| Financial Health | 6/6 |
| Dividends | 2/6 |
My Notes
Capture your thoughts, links and company narrative
Caspar Asset Management S.A. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | zł6.40 |
| 52 Week High | zł10.20 |
| 52 Week Low | zł6.30 |
| Beta | 0.70 |
| 1 Month Change | -3.03% |
| 3 Month Change | -26.01% |
| 1 Year Change | -30.43% |
| 3 Year Change | -71.17% |
| 5 Year Change | 31.15% |
| Change since IPO | -36.13% |
Recent News & Updates
Recent updates
More Unpleasant Surprises Could Be In Store For Caspar Asset Management S.A.'s (WSE:CSR) Shares After Tumbling 26%
Nov 21
Is Now The Time To Put Caspar Asset Management (WSE:CSR) On Your Watchlist?
Nov 20Is Now The Time To Put Caspar Asset Management (WSE:CSR) On Your Watchlist?
Aug 18Here's Why We Think Caspar Asset Management (WSE:CSR) Is Well Worth Watching
Apr 09Caspar Asset Management (WSE:CSR) Has Rewarded Shareholders With An Exceptional 466% Total Return On Their Investment
Feb 15Here's Why I Think Caspar Asset Management (WSE:CSR) Might Deserve Your Attention Today
Nov 29
Shareholder Returns
| CSR | PL Capital Markets | PL Market | |
|---|---|---|---|
| 7D | -3.0% | -3.8% | -2.5% |
| 1Y | -30.4% | 35.9% | -4.5% |
Return vs Industry: CSR underperformed the Polish Capital Markets industry which returned 35.9% over the past year.
Return vs Market: CSR underperformed the Polish Market which returned -4.5% over the past year.
Price Volatility
| CSR volatility | |
|---|---|
| CSR Average Weekly Movement | 7.3% |
| Capital Markets Industry Average Movement | 4.6% |
| Market Average Movement | 4.9% |
| 10% most volatile stocks in PL Market | 8.6% |
| 10% least volatile stocks in PL Market | 3.3% |
Stable Share Price: CSR's share price has been volatile over the past 3 months compared to the Polish market.
Volatility Over Time: CSR's weekly volatility (7%) has been stable over the past year, but is still higher than 75% of Polish stocks.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2009 | 80 | n/a | www.caspar.com.pl |
Caspar Asset Management S.A. provides asset management services to individual and institutional clients in the Western Europe, the United States, and Poland markets. The company offers financial instruments, accepting and transmitting orders to buy or sell financial instruments, and investment consulting, as well as creates and manages investment funds, and distributes units of investment funds. Caspar Asset Management S.A. was founded in 2009 and is based in Poznan, Poland.
Caspar Asset Management S.A. Fundamentals Summary
| CSR fundamental statistics | |
|---|---|
| Market cap | zł65.09m |
| Earnings (TTM) | zł2.01m |
| Revenue (TTM) | zł35.58m |
31.5x
P/E Ratio1.8x
P/S RatioIs CSR overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| CSR income statement (TTM) | |
|---|---|
| Revenue | zł35.58m |
| Cost of Revenue | zł32.47m |
| Gross Profit | zł3.11m |
| Other Expenses | zł1.10m |
| Earnings | zł2.01m |
Last Reported Earnings
Sep 30, 2024
Next Earnings Date
n/a
| Earnings per share (EPS) | 0.20 |
| Gross Margin | 8.74% |
| Net Profit Margin | 5.64% |
| Debt/Equity Ratio | 0% |
How did CSR perform over the long term?
See historical performance and comparisonDividends
3.3%
Current Dividend Yield103%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2024/12/19 19:12 |
| End of Day Share Price | 2024/12/19 00:00 |
| Earnings | 2024/09/30 |
| Annual Earnings | 2023/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .
Analyst Sources
Caspar Asset Management S.A. is covered by 0 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
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