Valuation Update With 7 Day Price Move • Jun 19
Investor sentiment improves as stock rises 26% After last week's 26% share price gain to zł69.50, the stock trades at a trailing P/E ratio of 9.6x. Average trailing P/E is 17x in the IT industry in Poland. Total returns to shareholders of 765% over the past three years. Announcement • Jun 04
Netwise S.A., Annual General Meeting, Jun 29, 2023 Netwise S.A., Annual General Meeting, Jun 29, 2023, at 10:00 Central European Standard Time. Buying Opportunity • Jun 01
Now 21% undervalued Over the last 90 days, the stock is up 38%. The fair value is estimated to be zł69.77, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Earnings per share has grown by 43%. Valuation Update With 7 Day Price Move • May 17
Investor sentiment improves as stock rises 23% After last week's 23% share price gain to zł56.00, the stock trades at a trailing P/E ratio of 9.2x. Average trailing P/E is 20x in the IT industry in Poland. Total returns to shareholders of 699% over the past three years. Valuation Update With 7 Day Price Move • Mar 30
Investor sentiment improves as stock rises 33% After last week's 33% share price gain to zł55.50, the stock trades at a trailing P/E ratio of 9.1x. Average trailing P/E is 21x in the IT industry in Poland. Total returns to shareholders of 858% over the past three years. Reported Earnings • Mar 21
Full year 2022 earnings released: EPS: zł6.09 (vs zł3.70 in FY 2021) Full year 2022 results: EPS: zł6.09 (up from zł3.70 in FY 2021). Revenue: zł25.1m (up 38% from FY 2021). Net income: zł6.20m (up 65% from FY 2021). Profit margin: 25% (up from 21% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has increased by 102% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Feb 28
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to zł42.60, the stock trades at a trailing P/E ratio of 6.4x. Average trailing P/E is 20x in the IT industry in Poland. Total returns to shareholders of 477% over the past three years. Buying Opportunity • Dec 20
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 1.7%. The fair value is estimated to be zł43.46, 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 53%. Buying Opportunity • Nov 20
Now 25% undervalued Over the last 90 days, the stock is up 6.8%. The fair value is estimated to be zł46.13, 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 53%. Buying Opportunity • Aug 22
Now 21% undervalued Over the last 90 days, the stock is up 35%. The fair value is estimated to be zł40.88, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 54%. Valuation Update With 7 Day Price Move • Aug 16
Investor sentiment improved over the past week After last week's 18% share price gain to zł34.00, the stock trades at a trailing P/E ratio of 8.5x. Average trailing P/E is 15x in the IT industry in Poland. Total returns to shareholders of 819% over the past three years. Reported Earnings • May 16
First quarter 2022 earnings released First quarter 2022 results: Revenue: zł4.71m (up 25% from 1Q 2021). Net income: zł1.07m (up 40% from 1Q 2021). Profit margin: 23% (up from 21% in 1Q 2021). The increase in margin was driven by higher revenue. Valuation Update With 7 Day Price Move • Feb 28
Investor sentiment deteriorated over the past week After last week's 16% share price decline to zł20.60, the stock trades at a trailing P/E ratio of 5.7x. Average trailing P/E is 16x in the IT industry in Poland. Total returns to shareholders of 388% over the past three years. Buying Opportunity • Feb 17
Now 21% undervalued Over the last 90 days, the stock is up 3.5%. The fair value is estimated to be zł29.94, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% per annum over the last 3 years. Earnings per share has grown by 68% per annum over the last 3 years. Buying Opportunity • Feb 02
Now 22% undervalued after recent price drop Over the last 90 days, the stock is down 5.7%. The fair value is estimated to be zł29.64, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% per annum over the last 3 years. Earnings per share has grown by 68% per annum over the last 3 years. Valuation Update With 7 Day Price Move • Jan 04
Investor sentiment improved over the past week After last week's 16% share price gain to zł26.00, the stock trades at a trailing P/E ratio of 10.2x. Average trailing P/E is 14x in the IT industry in Poland. Total returns to shareholders of 487% over the past three years. Valuation Update With 7 Day Price Move • Dec 03
Investor sentiment improved over the past week After last week's 16% share price gain to zł26.20, the stock trades at a trailing P/E ratio of 10.3x. Average trailing P/E is 15x in the IT industry in Poland. Total returns to shareholders of 160% over the past year. Upcoming Dividend • Aug 19
Inaugural dividend of zł2.00 per share Eligible shareholders must have bought the stock before 26 August 2021. Payment date: 09 September 2021. The company last paid an ordinary dividend in August 2014. The average dividend yield among industry peers is 2.7%. Valuation Update With 7 Day Price Move • May 13
Investor sentiment improved over the past week After last week's 16% share price gain to zł28.00, the stock trades at a trailing P/E ratio of 11x. Average trailing P/E is 17x in the IT industry in Poland. Total returns to shareholders of 273% over the past three years. Valuation Update With 7 Day Price Move • Apr 02
Investor sentiment improved over the past week After last week's 19% share price gain to zł37.00, the stock trades at a trailing P/E ratio of 14.6x. Average trailing P/E is 18x in the IT industry in Poland. Total returns to shareholders of 381% over the past three years. Valuation Update With 7 Day Price Move • Mar 11
Investor sentiment improved over the past week After last week's 26% share price gain to zł24.00, the stock is trading at a trailing P/E ratio of 9.4x, up from the previous P/E ratio of 7.5x. This compares to an average P/E of 18x in the IT industry in Poland. Total returns to shareholders over the past three years are 212%. Is New 90 Day High Low • Mar 02
New 90-day high: zł20.00 The company is up 85% from its price of zł10.80 on 02 December 2020. The Polish market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 4.0% over the same period. Valuation Update With 7 Day Price Move • Feb 19
Investor sentiment improved over the past week After last week's 16% share price gain to zł19.00, the stock is trading at a trailing P/E ratio of 7.5x, up from the previous P/E ratio of 6.5x. This compares to an average P/E of 15x in the IT industry in Poland. Total returns to shareholders over the past three years are 147%. Valuation Update With 7 Day Price Move • Jan 15
Investor sentiment improved over the past week After last week's 18% share price gain to zł15.80, the stock is trading at a trailing P/E ratio of 6.2x, up from the previous P/E ratio of 5.3x. This compares to an average P/E of 13x in the IT industry in Poland. Total returns to shareholders over the past three years are 63%. Is New 90 Day High Low • Dec 30
New 90-day high: zł12.90 The company is up 29% from its price of zł10.00 on 30 September 2020. The Polish market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 7.0% over the same period. Valuation Update With 7 Day Price Move • Dec 25
Investor sentiment improved over the past week After last week's 15% share price gain to zł12.20, the stock is trading at a trailing P/E ratio of 4.8x, up from the previous P/E ratio of 4.2x. This compares to an average P/E of 12x in the IT industry in Poland. Total return to shareholders over the past three years is a loss of 2.4%. Valuation Update With 7 Day Price Move • Nov 26
Market pulls back on stock over the past week After last week's 15% share price decline to zł10.50, the stock is trading at a trailing P/E ratio of 4.1x, down from the previous P/E ratio of 4.9x. This compares to an average P/E of 13x in the IT industry in Poland. Total return to shareholders over the past three years is a loss of 46%. Valuation Update With 7 Day Price Move • Nov 25
Market pulls back on stock over the past week After last week's 17% share price decline to zł10.50, the stock is trading at a trailing P/E ratio of 4.1x, down from the previous P/E ratio of 5x. This compares to an average P/E of 13x in the IT industry in Poland. Total return to shareholders over the past three years is a loss of 46%. Valuation Update With 7 Day Price Move • Nov 20
Market bids up stock over the past week After last week's 24% share price gain to zł12.40, the stock is trading at a trailing P/E ratio of 6.6x, up from the previous P/E ratio of 5.3x. This compares to an average P/E of 14x in the IT industry in Poland. Total return to shareholders over the past three years is a loss of 41%. Valuation Update With 7 Day Price Move • Nov 13
Market bids up stock over the past week After last week's 35% share price gain to zł12.80, the stock is trading at a trailing P/E ratio of 6.8x, up from the previous P/E ratio of 5x. This compares to an average P/E of 14x in the IT industry in Poland. Total return to shareholders over the past three years is a loss of 33%. Valuation Update With 7 Day Price Move • Oct 19
Market pulls back on stock over the past week After last week's 20% share price decline to zł8.20, the stock is trading at a trailing P/E ratio of 4.4x, down from the previous P/E ratio of 5.5x. This compares to an average P/E of 14x in the IT industry in Poland. Total return to shareholders over the past three years is a loss of 68%. Is New 90 Day High Low • Oct 15
New 90-day low: zł8.00 The company is down 6.0% from its price of zł8.50 on 17 July 2020. The Polish market is also down 6.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the IT industry, which is flat over the same period.