Upcoming Dividend • Jun 04
Upcoming dividend of zł0.60 per share Eligible shareholders must have bought the stock before 11 June 2026. Payment date: 16 June 2026. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Polish dividend payers (7.0%). Lower than average of industry peers (5.8%). Buy Or Sell Opportunity • May 28
Now 23% undervalued The stock has been flat over the last 90 days, currently trading at zł42.85. The fair value is estimated to be zł55.32, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 33%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 19% per annum over the same time period. Announcement • Apr 22
Shoper S.A., Annual General Meeting, May 18, 2026 Shoper S.A., Annual General Meeting, May 18, 2026, at 10:00 Central European Standard Time. Major Estimate Revision • Apr 09
Consensus EPS estimates fall by 12% The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from zł2.19 to zł1.93 per share. Revenue forecast steady at zł252.1m. Net income forecast to grow 26% next year vs 25% growth forecast for Software industry in Poland. Consensus price target down from zł56.06 to zł54.92. Share price was steady at zł39.95 over the past week. Reported Earnings • Mar 24
Full year 2025 earnings released Full year 2025 results: Revenue: zł218.0m (up 13% from FY 2024). Net income: zł43.1m (up 15% from FY 2024). Profit margin: 20% (in line with FY 2024). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Software industry in Poland. Price Target Changed • Mar 02
Price target increased by 8.0% to zł58.64 Up from zł54.29, the current price target is an average from 5 analysts. New target price is 33% above last closing price of zł44.00. Stock is up 7.8% over the past year. The company is forecast to post earnings per share of zł1.59 for next year compared to zł1.33 last year. Buy Or Sell Opportunity • Feb 05
Now 22% undervalued after recent price drop Over the last 90 days, the stock has fallen 6.9% to zł48.40. The fair value is estimated to be zł61.81, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 33%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 23% per annum over the same time period. Announcement • Jan 20
Shoper S.A. to Report Fiscal Year 2025 Results on Mar 18, 2026 Shoper S.A. announced that they will report fiscal year 2025 results on Mar 18, 2026 Reported Earnings • Nov 10
Third quarter 2025 earnings released: EPS: zł0.37 (vs zł0.28 in 3Q 2024) Third quarter 2025 results: EPS: zł0.37 (up from zł0.28 in 3Q 2024). Revenue: zł52.9m (up 12% from 3Q 2024). Net income: zł10.4m (up 33% from 3Q 2024). Profit margin: 20% (up from 17% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Software industry in Poland. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth. Reported Earnings • Sep 03
Second quarter 2025 earnings released: EPS: zł0.33 (vs zł0.29 in 2Q 2024) Second quarter 2025 results: EPS: zł0.33 (up from zł0.29 in 2Q 2024). Revenue: zł53.7m (up 16% from 2Q 2024). Net income: zł9.26m (up 15% from 2Q 2024). Profit margin: 17% (in line with 2Q 2024). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Software industry in Poland. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth. Buy Or Sell Opportunity • May 26
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 14% to zł48.40. The fair value is estimated to be zł40.12, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 27%. Revenue is forecast to grow by 45% in 2 years. Earnings are forecast to grow by 68% in the next 2 years. Reported Earnings • May 21
First quarter 2025 earnings released: EPS: zł0.35 (vs zł0.28 in 1Q 2024) First quarter 2025 results: EPS: zł0.35 (up from zł0.28 in 1Q 2024). Revenue: zł51.7m (up 17% from 1Q 2024). Net income: zł9.84m (up 27% from 1Q 2024). Profit margin: 19% (up from 18% in 1Q 2024). 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 7.2% growth forecast for the Software industry in Poland. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • May 12
Upcoming dividend of zł1.03 per share Eligible shareholders must have bought the stock before 19 May 2025. Payment date: 22 May 2025. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Polish dividend payers (7.0%). Lower than average of industry peers (3.0%). Announcement • Apr 14
Shoper S.A., Annual General Meeting, May 08, 2025 Shoper S.A., Annual General Meeting, May 08, 2025. Announcement • Apr 13
Shoper S.A. announces Annual dividend, payable on May 22, 2025 Shoper S.A. announced Annual dividend of PLN 1.0300 per share payable on May 22, 2025, ex-date on May 19, 2025 and record date on May 20, 2025. Reported Earnings • Apr 02
Full year 2024 earnings released: EPS: zł1.33 (vs zł0.92 in FY 2023) Full year 2024 results: EPS: zł1.33 (up from zł0.92 in FY 2023). Revenue: zł192.8m (up 26% from FY 2023). Net income: zł37.5m (up 43% from FY 2023). Profit margin: 20% (up from 17% in FY 2023). 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 7.5% growth forecast for the Software industry in Poland. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings. Buy Or Sell Opportunity • Mar 20
Now 20% undervalued Over the last 90 days, the stock has risen 6.8% to zł42.50. The fair value is estimated to be zł53.14, 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 13%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 27% per annum over the same time period. Buy Or Sell Opportunity • Nov 19
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 7.0% to zł40.00. The fair value is estimated to be zł50.26, 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 13%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 25% per annum over the same time period. Reported Earnings • Nov 07
Third quarter 2024 earnings released Third quarter 2024 results: Revenue: zł47.4m (up 27% from 3Q 2023). Net income: zł7.84m (up 45% from 3Q 2023). Profit margin: 17% (up from 14% in 3Q 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 8.1% growth forecast for the Software industry in Poland. Reported Earnings • Sep 06
Second quarter 2024 earnings released Second quarter 2024 results: Revenue: zł46.1m (up 27% from 2Q 2023). Net income: zł8.03m (up 21% from 2Q 2023). Profit margin: 17% (in line with 2Q 2023). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Software industry in Poland. Buy Or Sell Opportunity • Aug 01
Now 22% undervalued Over the last 90 days, the stock has risen 10% to zł41.40. The fair value is estimated to be zł52.86, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 34% over the last 3 years. Earnings per share has grown by 7.9%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 24% per annum over the same time period. Buy Or Sell Opportunity • Jul 09
Now 29% overvalued after recent price rise Over the last 90 days, the stock has risen 49% to zł45.40. The fair value is estimated to be zł35.16, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 34% over the last 3 years. Earnings per share has grown by 7.9%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 24% per annum over the same time period. Upcoming Dividend • Jun 12
Upcoming dividend of zł0.67 per share Eligible shareholders must have bought the stock before 19 June 2024. Payment date: 27 June 2024. Payout ratio is a comfortable 1.2% and this is well supported by cash flows. The company last paid an ordinary dividend in May 2022. The average dividend yield among industry peers is 3.8%. Buy Or Sell Opportunity • Jun 06
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 41% to zł40.00. The fair value is estimated to be zł33.32, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 34% over the last 3 years. Earnings per share has grown by 7.9%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 24% per annum over the same time period. Announcement • May 18
Shoper S.A., Annual General Meeting, Jun 11, 2024 Shoper S.A., Annual General Meeting, Jun 11, 2024. Buy Or Sell Opportunity • May 16
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 36% to zł40.00. The fair value is estimated to be zł33.28, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 34% over the last 3 years. Earnings per share has grown by 7.9%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 24% per annum over the same time period. Price Target Changed • May 09
Price target increased by 14% to zł41.17 Up from zł36.17, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of zł39.40. Stock is up 32% over the past year. The company is forecast to post earnings per share of zł1.46 for next year compared to zł0.92 last year. Reported Earnings • Apr 30
First quarter 2024 earnings released: EPS: zł0.28 (vs zł0.18 in 1Q 2023) First quarter 2024 results: EPS: zł0.28 (up from zł0.18 in 1Q 2023). Revenue: zł44.2m (up 26% from 1Q 2023). Net income: zł7.76m (up 52% from 1Q 2023). Profit margin: 18% (up from 14% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Software industry in Poland. Buy Or Sell Opportunity • Apr 30
Now 24% overvalued after recent price rise Over the last 90 days, the stock has risen 23% to zł37.50. The fair value is estimated to be zł30.24, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 40% over the last 3 years. Earnings per share has grown by 6.4%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 27% per annum over the same time period. Price Target Changed • Apr 29
Price target increased by 8.0% to zł38.33 Up from zł35.50, the current price target is an average from 3 analysts. New target price is 6.2% above last closing price of zł36.10. Stock is up 16% over the past year. The company is forecast to post earnings per share of zł0.92 for next year compared to zł0.64 last year. Valuation Update With 7 Day Price Move • Apr 26
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to zł36.80, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 20x in the Software industry in Europe. Total returns to shareholders of 18% over the past year. Simply Wall St's valuation model estimates the intrinsic value at zł32.52 per share. Buy Or Sell Opportunity • Apr 02
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 9.1% to zł30.00. The fair value is estimated to be zł38.03, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 40% over the last 3 years. Earnings per share has grown by 6.4%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 25% per annum over the same time period. Buy Or Sell Opportunity • Mar 15
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 2.3% to zł30.30. The fair value is estimated to be zł38.02, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 40% over the last 3 years. Earnings per share has grown by 6.4%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 25% per annum over the same time period. Buy Or Sell Opportunity • Jan 30
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 7.4% to zł28.60. The fair value is estimated to be zł35.88, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 40% over the last 3 years. Earnings per share has grown by 6.4%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 25% per annum over the same time period. Price Target Changed • Nov 17
Price target decreased by 7.4% to zł35.50 Down from zł38.33, the current price target is an average from 3 analysts. New target price is 16% above last closing price of zł30.70. Stock is up 7.5% over the past year. The company is forecast to post earnings per share of zł0.94 for next year compared to zł0.64 last year. Reported Earnings • Oct 29
Third quarter 2023 earnings released Third quarter 2023 results: Revenue: zł37.4m (up 19% from 3Q 2022). Net income: zł5.40m (up 82% from 3Q 2022). Profit margin: 14% (up from 9.5% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Software industry in Poland. Buying Opportunity • Oct 23
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 5.5%. The fair value is estimated to be zł39.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last year. Earnings per share has grown by 22%. For the next 3 years, revenue is forecast to grow by 18% per annum. Earnings is also forecast to grow by 25% per annum over the same time period. Price Target Changed • Sep 21
Price target increased by 8.0% to zł38.10 Up from zł35.27, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of zł36.50. Stock is down 0.3% over the past year. The company posted earnings per share of zł0.64 last year. Buying Opportunity • Sep 19
Now 23% undervalued Over the last 90 days, the stock is up 23%. The fair value is estimated to be zł47.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last year. Earnings per share has declined by 80%. Revenue is forecast to grow by 45% in a year. Earnings is forecast to grow by 90% in the next year. Announcement • Sep 15
Shoper S.A. to Report First Half, 2023 Results on Sep 19, 2023 Shoper S.A. announced that they will report first half, 2023 results on Sep 19, 2023 Upcoming Dividend • Aug 02
Upcoming dividend of zł0.01 per share Eligible shareholders must have bought the stock before 09 August 2023. Payment date: 19 October 2023. Payout ratio is a comfortable 1.5% and the cash payout ratio is 82%. The company last paid an ordinary dividend in May 2022. The average dividend yield among industry peers is 3.5%. Buying Opportunity • Jun 12
Now 21% undervalued Over the last 90 days, the stock is up 10%. The fair value is estimated to be zł35.95, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 45% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 88% in 2 years. Earnings is forecast to grow by 149% in the next 2 years. Buying Opportunity • Mar 07
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 10%. The fair value is estimated to be zł33.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 45% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 83% in 2 years. Earnings is forecast to grow by 126% in the next 2 years. Buying Opportunity • Jan 20
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 14%. The fair value is estimated to be zł35.29, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 45% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 83% in 2 years. Earnings is forecast to grow by 126% in the next 2 years. Price Target Changed • Nov 16
Price target decreased to zł35.27 Down from zł44.60, the current price target is an average from 3 analysts. New target price is 17% above last closing price of zł30.20. Stock is down 65% over the past year. The company is forecast to post earnings per share of zł0.86 for next year compared to zł0.89 last year. Reported Earnings • Nov 06
Third quarter 2022 earnings released: EPS: zł0.001 (vs zł0.10 in 3Q 2021) Third quarter 2022 results: EPS: zł0.001. Revenue: zł31.4m (up 57% from 3Q 2021). Net income: zł2.97m (up 1.2% from 3Q 2021). Profit margin: 9.5% (down from 15% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in Poland. Valuation Update With 7 Day Price Move • Nov 03
Investor sentiment improved over the past week After last week's 18% share price gain to zł35.20, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 23x in the Software industry in Europe. Total loss to shareholders of 55% over the past year. Simply Wall St's valuation model estimates the intrinsic value at zł51.07 per share. Reported Earnings • Sep 26
Second quarter 2022 earnings released Second quarter 2022 results: Revenue: zł28.8m (up 64% from 2Q 2021). Net income: zł4.48m (down 64% from 2Q 2021). Profit margin: 16% (down from 70% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in Poland. Valuation Update With 7 Day Price Move • Jul 05
Investor sentiment improved over the past week After last week's 16% share price gain to zł37.25, the stock trades at a trailing P/E ratio of 46.2x. Average forward P/E is 26x in the Software industry in Poland. Simply Wall St's valuation model estimates the intrinsic value at zł62.71 per share. Valuation Update With 7 Day Price Move • Jun 13
Investor sentiment deteriorated over the past week After last week's 15% share price decline to zł30.00, the stock trades at a trailing P/E ratio of 37.2x. Average forward P/E is 28x in the Software industry in Poland. Simply Wall St's valuation model estimates the intrinsic value at zł58.87 per share. Valuation Update With 7 Day Price Move • May 10
Investor sentiment deteriorated over the past week After last week's 15% share price decline to zł38.05, the stock trades at a trailing P/E ratio of 47.2x. Average forward P/E is 27x in the Software industry in Poland. Simply Wall St's valuation model estimates the intrinsic value at zł59.18 per share. Buying Opportunity • Apr 19
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 27%. The fair value is estimated to be zł59.89, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Earnings per share has grown by 58%. For the next 3 years, revenue is forecast to grow by 23% per annum. Earnings is also forecast to grow by 25% per annum over the same time period. Valuation Update With 7 Day Price Move • Mar 11
Investor sentiment improved over the past week After last week's 16% share price gain to zł54.00, the stock trades at a trailing P/E ratio of 67x. Average forward P/E is 29x in the Software industry in Poland. Simply Wall St's valuation model estimates the intrinsic value at zł62.97 per share. Valuation Update With 7 Day Price Move • Feb 17
Investor sentiment deteriorated over the past week After last week's 15% share price decline to zł46.00, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 32x in the Software industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at zł62.57 per share. Buying Opportunity • Feb 14
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 43%. The fair value is estimated to be zł62.69, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 37% per annum over the last 3 years. Earnings per share has grown by 58% per annum over the last 3 years. Valuation Update With 7 Day Price Move • Jan 24
Investor sentiment deteriorated over the past week After last week's 20% share price decline to zł53.30, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 34x in the Software industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at zł67.31 per share. Buying Opportunity • Jan 24
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 29%. The fair value is estimated to be zł67.31, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 37% per annum over the last 3 years. Earnings per share has grown by 58% per annum over the last 3 years.