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Modivo S.A.

WSE:MDV Aktierapport

Börsvärde: zł7.2b

  • Översikt över företaget
    • Värdering
    • Framtida tillväxt
    • Tidigare resultat
    • Finansiell hälsa
    • Utdelning
  • Förvaltning
  • Ägarskap
  • Övrig information
  • Aktiegemenskap

Modivo Framtida tillväxt

Future kriterier kontrolleras 4/6

Modivo förväntas öka intäkter och intäkter med 52.8% respektive 8.2% per år. EPS förväntas tillväxt med 67.2% per år. Avkastningen på eget kapital förväntas bli 14.2% om 3 år.

Viktig information

52.8%

Tillväxttakt i vinsten

67.20%

Tillväxttakt för EPS

Specialty Retail vinsttillväxt11.7%
Intäkternas tillväxttakt8.2%
Framtida avkastning på eget kapital14.24%
Bevakning av analytiker

Good

Senast uppdaterad10 Sep 2026

Senaste uppdateringarna om framtida tillväxt

Recent updates

User avatar
Uppdatering av berättelse • Sep 10

MDV: Higher Future P/E Will Support Earnings Quality Going Forward

Analysts have trimmed their price target for Modivo to PLN 97.88 from PLN 105.50, citing updated assumptions for revenue growth, profit margins, the discount rate and the future P/E multiple. What’s in the News for Modivo No recent Modivo specific news items were identified from the provided primary news sources as of 8 Sep 2026.
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Uppdatering av berättelse • Aug 03

MDV: Higher Future P/E And Cost Discipline Will Support Earnings Quality

Analysts have cut their price target for Modivo to about PLN 105.50 from roughly PLN 113.30, as they factor in updated views on revenue growth, profit margins and a higher assumed future P/E multiple, echoing recent cautious Street research. What’s in the News for Modivo Analyst community updates on Modivo now reflect a price target of about PLN 105.50, compared with roughly PLN 113.30 previously, based on revised assumptions for revenue, margins and P/E multiples.
User avatar
Uppdatering av berättelse • Jul 20

MDV: Margin Reset And Richer P E Multiple Will Pressure Returns

Analysts have lowered the Modivo 12 month price target from PLN 74.00 to PLN 56.70, citing updated assumptions on profit margins and a higher future P/E multiple following several recent downgrades in Street research. Analyst Commentary Recent research on Modivo points to a more cautious stance, with several bearish analysts reassessing their assumptions around profitability and what investors are willing to pay for the stock.
User avatar
Uppdatering av berättelse • Jul 06

MDV: Higher Margin Outlook And Lower Risk Profile Will Support Upside

Analysts have reduced their 12 month price target for Modivo from PLN 228.75 to PLN 165.00. They cite a lower assumed revenue growth rate and P/E multiple, partly offset by higher projected profit margins and a slightly reduced discount rate.
User avatar
Uppdatering av berättelse • Jun 22

MDV: Reset Expectations And Cost Discipline Will Support Future Earnings Quality

The analyst price target for Modivo has been revised from PLN131.64 to PLN113.30, as analysts incorporate updated assumptions for discount rates, revenue growth, profit margins and a lower future P/E multiple following recent downgrades in Street research. Analyst Commentary Recent Street research on Modivo has shifted toward a more cautious stance, with multiple downgrades feeding directly into the lower price target and the use of a reduced future P/E multiple.
Analysartikel • Jun 06

Modivo's (WSE:MDV) Sluggish Earnings Might Be Just The Beginning Of Its Problems

The market shrugged off Modivo S.A.'s ( WSE:MDV ) weak earnings report last week. We looked at the details, and we...
User avatar
Uppdatering av berättelse • Jun 06

MDV: Recent Downgrades And Revised P E Assumptions May Shape Future Returns

Analysts have trimmed their price targets on Modivo to PLN 74.00, reflecting updated views on the company’s projected revenue growth, profit margins, and P/E assumptions following several recent downgrades. Analyst Commentary Recent Street research on Modivo has leaned cautious, with several bearish analysts cutting ratings and reassessing their assumptions behind the PLN 74.00 price target.
User avatar
Uppdatering av berättelse • May 21

MDV: Recent Downgrades And Richer P E Multiple Will Shape Future Returns

Analysts have trimmed their price target on Modivo from PLN 75.00 to PLN 74.00, citing updated assumptions for growth, profitability, and a higher projected P/E multiple following recent downgrades from several firms. Analyst Commentary Recent research has highlighted a more cautious tone around Modivo, with several bearish analysts revisiting their assumptions and trimming expectations.
User avatar
Uppdatering av berättelse • May 06

MDV: Reset Expectations And Sticky Clients Will Support Future Earnings Quality

Analysts have trimmed their price target on Modivo to PLN 131.64 from PLN 138.18, citing updated assumptions around revenue growth, profit margins and future P/E multiples following recent downgrades from several brokers. Analyst Commentary Bullish Takeaways Bullish analysts highlight that the updated assumptions on revenue growth and margins are now closer to recent broker estimates, which they see as reducing the risk of further large valuation resets.
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Uppdatering av berättelse • Apr 22

MDV: Data Moat And Sticky Clients Will Support Future Earnings Quality

Analysts have trimmed their price target on Modivo from PLN 143.64 to PLN 138.18. This change reflects updated fair value estimates based on slightly higher discount rate assumptions and a modestly lower future P/E.
User avatar
Uppdatering av berättelse • Apr 08

MDV: Mature High Margin Platform Profile Will Support Future Upside Potential

Narrative Update on Modivo Analysts have reset their price target for Modivo from PLN254.60 to PLN228.75, citing updated assumptions for discount rate, revenue growth, profit margin and a lower future P/E multiple in line with how maturing, high margin platforms are being framed in recent research. Analyst Commentary Bullish analysts looking at Modivo are framing it against peers that already operate at scale with strong profitability, similar to how large platforms in other sectors generate more than $1b in revenue with roughly 40% margins while growth slows as they mature.
User avatar
Uppdatering av berättelse • Mar 25

MDV: Data Moat And Sticky Clients Will Support Future Margin Quality

Analysts have revised their price target on Modivo to PLN 143.64 from PLN 181.31. This reflects updated assumptions around fair value, discount rate, growth, profitability and future P/E.
User avatar
Uppdatering av berättelse • Mar 10

MDV: Higher Risk Assumptions And Lower P E Multiple Will Restrain Upside

Analysts have reduced their price target for Modivo from PLN 91.70 to PLN 75.00. This change reflects updated assumptions around fair value, discount rate, revenue growth, profit margins and future P/E multiples.
User avatar
Uppdatering av berättelse • Feb 23

MDV: Slower AI And Automation Uptake Will Cap Future Share Price Upside

Analysts have trimmed their PLN price target for Modivo slightly to reflect a fair value adjustment from PLN 92.00 to about PLN 91.70, balancing marginally higher revenue growth assumptions with slightly lower profit margin and P/E expectations. Analyst Commentary Recent valuation work on Modivo points to a more cautious tone among some bearish analysts, who are stressing that even small changes in assumptions on margins and P/E can meaningfully influence perceived upside.
User avatar
Uppdatering av berättelse • Feb 09

CCC: Data Moat And Sticky Clients Will Support Future Upside Potential

Analysts have trimmed their price target on CCC, cutting Fair Value by about US$28 to US$254.60 as they factor in more modest revenue growth, lower profit margins despite roughly 40% historical levels cited in recent research, and a higher future P/E multiple that reflects both CCC's maturing core auto insurance and claims business and tempered expectations for incremental upside from AI and casualty opportunities. Analyst Commentary Recent Street research paints a mixed but constructive picture for CCC, with views ranging from cautious to optimistic on how the company can translate its existing scale in auto insurance and claims into future growth.
Analysartikel • Feb 04

We Think CCC (WSE:CCC) Can Stay On Top Of Its Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
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Uppdatering av berättelse • Jan 26

CCC: Slower AI Adoption Will Restrain Future Upside Despite Depressed Share Price

Narrative Update on CCC Intelligent Solutions (CCC) The analyst price target for CCC has shifted to align more closely with recent Street views around maturing core growth, slower-than-expected AI adoption and already recognized casualty opportunities. The revised fair value has moved from about $139.68 to $92.00 as analysts factor in updated assumptions for growth, margins and future P/E.
Analysartikel • Jan 22

Is Now The Time To Put CCC (WSE:CCC) On Your Watchlist?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
User avatar
Uppdatering av berättelse • Jan 11

CCC: Data Moat And Sticky Clients Will Support Margin Expansion Outlook

Narrative Update on CCC Analysts have nudged their price target for CCC slightly higher to US$181.31 from US$181.28, reflecting continued confidence in its data moat, sticky client base, and inclusion among selected best ideas for 2026. Assumptions for growth, margins, and future P/E are being kept broadly unchanged.
User avatar
Uppdatering av berättelse • Dec 24

CCC: Future Upside Seen As Modest Margin Pressure Fails To Derail Outlook

Analysts have modestly reduced their price target on CCC to approximately $181 from about $190 per share. This reflects slightly lower long term margin expectations that more than offset a small uptick in projected revenue growth and a marginally lower discount rate.
User avatar
Uppdatering av berättelse • Dec 10

CCC: Future Returns Will Improve As Revenue Outpaces Compressed Profit Margins

Analysts have reduced their price target on CCC from approximately 221.75 dollars to 189.78 dollars, citing higher required returns and a more cautious view on future profitability, despite slightly stronger revenue growth expectations. Valuation Changes Fair Value: reduced significantly from 221.75 PLN to 189.78 PLN, reflecting a more conservative assessment of CCC's intrinsic worth.
Analysartikel • Dec 05

Shareholders Shouldn’t Be Too Comfortable With CCC's (WSE:CCC) Strong Earnings

Even though CCC S.A. ( WSE:CCC ) posted strong earnings recently, the stock hasn't reacted in a large way. We looked...
User avatar
Uppdatering av berättelse • Nov 26

CCC: Future Earnings Will Rise With Higher Profit Margins And Lower P/E Ratio

Analysts have modestly decreased their price target for CCC to $221.75, citing a minor adjustment to profit margin expectations and future price-to-earnings estimates. Valuation Changes Consensus Analyst Price Target remains unchanged at PLN 221.75.
Analysartikel • Nov 26

CCC S.A. (WSE:CCC) Shares Could Be 26% Below Their Intrinsic Value Estimate

Key Insights CCC's estimated fair value is zł183 based on 2 Stage Free Cash Flow to Equity CCC is estimated to be 26...
Analysartikel • Nov 12

CCC S.A.'s (WSE:CCC) Business Is Yet to Catch Up With Its Share Price

With a median price-to-earnings (or "P/E") ratio of close to 13x in Poland, you could be forgiven for feeling...
User avatar
Uppdatering av berättelse • Nov 10

CCC: Future Profit Margins Will Drive Stronger Earnings Performance

Analysts have lowered their price target for CCC from $226.75 to $221.75. They cite updated assessments of growth and profitability metrics as the reason for the adjustment.
Analysartikel • Oct 28

At zł140, Is CCC S.A. (WSE:CCC) Worth Looking At Closely?

While CCC S.A. ( WSE:CCC ) might not have the largest market cap around , it received a lot of attention from a...
Analysartikel • Oct 13

Here's Why We Think CCC (WSE:CCC) Might Deserve Your Attention Today

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Analysartikel • Sep 17

Here's Why CCC (WSE:CCC) Can Manage Its Debt Responsibly

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analysartikel • Aug 10

CCC S.A. (WSE:CCC) Not Flying Under The Radar

WSE:CCC 1 Year Share Price vs Fair Value Explore CCC's Fair Values from the Community and select yours CCC S.A.'s...
Analysartikel • Jul 28

At zł209, Is It Time To Put CCC S.A. (WSE:CCC) On Your Watch List?

CCC S.A. ( WSE:CCC ), might not be a large cap stock, but it saw a double-digit share price rise of over 10% in the...
Analysartikel • Jul 13

Here's Why We Think CCC (WSE:CCC) Might Deserve Your Attention Today

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Analysartikel • Jun 29

Estimating The Fair Value Of CCC S.A. (WSE:CCC)

Key Insights Using the 2 Stage Free Cash Flow to Equity, CCC fair value estimate is zł196 Current share price of zł203...
Analysartikel • May 24

CCC (WSE:CCC) Has A Pretty Healthy Balance Sheet

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analysartikel • May 06

Investors Shouldn't Be Too Comfortable With CCC's (WSE:CCC) Earnings

Last week's profit announcement from CCC S.A. ( WSE:CCC ) was underwhelming for investors, despite headline numbers...
Analysartikel • Apr 18

At zł229, Is CCC S.A. (WSE:CCC) Worth Looking At Closely?

CCC S.A. ( WSE:CCC ), is not the largest company out there, but it received a lot of attention from a substantial price...
Analysartikel • Apr 03

CCC S.A.'s (WSE:CCC) 28% Share Price Surge Not Quite Adding Up

CCC S.A. ( WSE:CCC ) shares have had a really impressive month, gaining 28% after a shaky period beforehand. The annual...
Analysartikel • Mar 13

Calculating The Fair Value Of CCC S.A. (WSE:CCC)

Key Insights The projected fair value for CCC is zł197 based on 2 Stage Free Cash Flow to Equity CCC's zł184 share...
Analysartikel • Jan 24

We Think CCC (WSE:CCC) Can Stay On Top Of Its Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
User avatar
Ny berättelse • Dec 23

HalfPrice Expansion And Reebok Licensing Strategy Will Boost Revenue And Profitability

Expansion in new markets and focus on omnichannel strategy, including a large retail space launch, could significantly boost revenue.
Analysartikel • Dec 01

Earnings Beat: CCC S.A. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Shareholders might have noticed that CCC S.A. ( WSE:CCC ) filed its third-quarter result this time last week. The early...
Analysartikel • Nov 29

Investors Still Waiting For A Pull Back In CCC S.A. (WSE:CCC)

When close to half the companies in the Specialty Retail industry in Poland have price-to-sales ratios (or "P/S") below...
Analysartikel • Nov 09

Estimating The Intrinsic Value Of CCC S.A. (WSE:CCC)

Key Insights The projected fair value for CCC is zł165 based on 2 Stage Free Cash Flow to Equity CCC's zł181 share...
Analysartikel • Sep 05

Here's Why CCC (WSE:CCC) Has A Meaningful Debt Burden

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analysartikel • Aug 18

Potential Upside For CCC S.A. (WSE:CCC) Not Without Risk

With a median price-to-sales (or "P/S") ratio of close to 0.8x in the Specialty Retail industry in Poland, you could be...
Analysartikel • Jul 31

A Look At The Fair Value Of CCC S.A. (WSE:CCC)

Key Insights The projected fair value for CCC is zł141 based on 2 Stage Free Cash Flow to Equity Current share price of...
Analysartikel • Jun 19

There May Be Underlying Issues With The Quality Of CCC's (WSE:CCC) Earnings

Investors were disappointed with CCC S.A.'s ( WSE:CCC ) earnings, despite the strong profit numbers. We did some...

Prognoser för vinst- och omsättningstillväxt

WSE:MDV - Analytikernas framtida uppskattningar och tidigare finansiella data (PLN Millions )
DatumIntäkterIntäkterFritt kassaflödeKassaflöde från rörelsenGenomsnittligt Antal analytiker
1/31/202914,5335149621,7546
1/31/202813,6004919131,5748
1/31/202712,1432445351,3627
4/30/202610,989-827641,600N/A
1/31/202610,896224481,260N/A
10/31/202510,8147308341,596N/A
7/31/202510,6107679271,609N/A
4/30/202510,3199614711,090N/A
1/31/202510,2359258351,312N/A
10/31/202410,143533616994N/A
7/31/20249,802383249543N/A
4/30/20249,638143430726N/A
1/31/20249,440-56496821N/A
10/31/20239,361-2017491,093N/A
7/31/20239,352-271454869N/A
4/30/20239,305-352512999N/A
1/31/20239,123-37586541N/A
10/31/20228,714-415-16445N/A
7/31/20228,348-344-120312N/A
4/30/20228,004-266-391-43N/A
1/31/20227,542-248-26350N/A
4/30/20215,853-1,109-237-48N/A
1/31/20215,205-912-248-57N/A
9/30/20205,238-593-7322N/A
6/30/20205,131-549-65200N/A
3/31/20205,398-104N/A898N/A
12/31/20195,40396N/A987N/A
9/30/20195,410101N/A1,064N/A
6/30/20195,25485N/A1,110N/A
3/31/20195,005226N/A1,042N/A
12/31/20184,726226N/A996N/A
9/30/20184,227319N/A811N/A
6/30/20184,021375N/A569N/A
3/31/20183,876288N/A157N/A
12/31/20173,938347N/A78N/A
9/30/20173,96077N/A102N/A
6/30/20173,63746N/A1N/A
3/31/20173,37630N/A62N/A
12/31/20163,18551N/A175N/A
9/30/20162,814232N/A129N/A
6/30/20162,662257N/A334N/A
3/31/20162,404227N/A197N/A
12/31/20152,307259N/A325N/A
9/30/20152,232455N/A242N/A

Analytiker Framtid Tillväxt Prognoser

Intäkter kontra sparande: MDV förväntas bli lönsam under de kommande 3 åren, vilket anses vara snabbare än sparkvoten ( 5.5% ).

Resultat vs marknad: MDV förväntas bli lönsam under de kommande 3 åren, vilket anses överstiga genomsnittet på marknaden.

Höga tillväxtresultat: MDV förväntas bli lönsam under de kommande 3 åren.

Intäkt vs marknad: MDV s intäkter ( 8.2% per år) förväntas växa snabbare än Polish marknaden ( 4.9% per år).

Hög tillväxtintäkter: MDV s intäkter ( 8.2% per år) förväntas växa långsammare än 20% per år.


Tillväxtprognoser för vinst per aktie


Framtida avkastning på eget kapital

Framtida ROE: MDV s avkastning på eget kapital förväntas bli låg om 3 år ( 14.2 %).


Upptäck tillväxtföretag

7D

1Y

7D

1Y

7D

1Y

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/09/17 04:02
Aktiekurs vid dagens slut2026/09/17 00:00
Intäkter2026/04/30
Årlig intjäning2026/01/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
  • SEC Form 10-K
  • SEC Form 10-Q
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
  • Rapporter från analytiker
  • Blue Matrix
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
  • ICE Marknadsdata
  • SEC Form S-1
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
  • SEC Formulär 4
  • SEC Formulär 13D
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
  • SEC Form 10-K
  • SEC Form DEF 14A
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden
  • SEC Formulär 8-K

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.

Lär dig mer om det som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Modivo S.A. bevakas av 23 analytiker. 8 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Beata Szparaga-WasniewskaBiuro maklerskie mBanku
Janusz PietaBiuro maklerskie mBanku
Ilya OgorodnikovBofA Global Research

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