PlaySide Studios Limited

ASX:PLY Stok Raporu

Piyasa değeri: AU$108.9m

PlaySide Studios Gelecekteki Büyüme

Future kriter kontrolleri 4/6

PlaySide Studios kazanç ve gelirin sırasıyla yıllık 29.1% ve 13.8% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 28.5% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 17.8% olacağı tahmin edilmektedir.

Anahtar bilgiler

29.1%

Kazanç büyüme oranı

28.48%

EPS büyüme oranı

Entertainment kazanç büyümesi20.8%
Gelir büyüme oranı13.8%
Gelecekteki özkaynak getirisi17.76%
Analist kapsamı

Low

Son güncelleme19 May 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Anlatı Güncellemesi Apr 26

PLY: Higher Future P/E Assumptions Will Support Undervalued Profile

Analysts have trimmed their price target for PlaySide Studios by A$0.00, reflecting updated assumptions for revenue growth, profit margins, and a higher future P/E multiple. Together, these factors keep fair value at A$0.52.
Anlatı Güncellemesi Apr 09

PLY: Higher Margins And Revenue Assumptions Will Support Undervalued Profile

Analysts have maintained their A$0.52 price target on PlaySide Studios. The unchanged figure is backed by updated assumptions that indicate higher revenue growth, stronger profit margins and a lower future P/E multiple.
Anlatı Güncellemesi Mar 25

PLY: Stable Assumptions And Margins Are Expected To Support Undervalued Profile

Analysts have kept their A$0.52 price target for PlaySide Studios unchanged, citing only minor tweaks in the discount rate, revenue growth, profit margin and future P/E assumptions as the main drivers of this steady view. Valuation Changes Fair Value: The A$0.52 fair value estimate is unchanged, indicating no revision to the headline valuation figure.
Anlatı Güncellemesi Mar 11

PLY: Higher Margin Outlook Will Support Undervalued Profile Going Forward

Analysts have kept their A$0.52 price target for PlaySide Studios steady, with fair value remaining unchanged to reflect updated assumptions for revenue growth, profit margins and future P/E. Valuation Changes Fair Value: A$0.52 remains unchanged, with no adjustment to the assessed fair value per share.
Anlatı Güncellemesi Feb 24

PLY: Incoming CFO Will Support Margins And Sustain Undervalued Outlook

Analysts have made only a marginal tweak to their PlaySide Studios valuation, trimming the fair value estimate to A$0.52 as small adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions flow through their models. What's in the News PlaySide Studios has appointed Colin Lai as Chief Financial Officer, effective March 2, 2026, following the previously announced retirement of current CFO Darren Briggs at the October 2025 AGM (Key Developments).
Anlatı Güncellemesi Feb 08

PLY: New CFO Appointment Will Support Margins And Undervalued Outlook

Analysts have nudged their price target for PlaySide Studios slightly higher to A$0.52 per share, reflecting modest updates to discount rate and future P/E assumptions while keeping revenue growth and profit margin forecasts broadly unchanged. What's in the News PlaySide Studios has appointed Colin Lai as Chief Financial Officer, effective March 2, 2026, following the planned retirement of current CFO Darren Briggs announced at the October 2025 AGM (Key Developments).
Yeni Anlatı Feb 06

PlaySide Studios: Market Is Sleeping on a Potential 10M+ Unit Breakout Year, FY26 Could Be the Rerate of the Decade

PlaySide Studios (ASX: PLY) is still being priced like a sleepy, low-growth work-for-hire studio, despite now sitting on the largest and most statistically credible IP slate in its history, backed by hard wishlist data and a materially leaner cost base. After reviewing the updated Steam wishlist data, indie comps, sell-through ratios, past margins and the latest company guidance, my view is: If the upcoming slate lands even “normally well”, FY26 earnings power justifies a move from ~0.265 today into the 0.70–1.00 range over the next 12–18 months, with upside beyond that if one title genuinely breaks out.
Anlatı Güncellemesi Jan 25

PLY: New CFO Appointment Will Support Margins As Revenue Tops A$49 Million

Analysts have kept their fair value estimate for PlaySide Studios steady at A$0.52 per share, with only very small tweaks to inputs like the discount rate and expected future P/E guiding their updated price target narrative. What's in the News PlaySide Studios has appointed Colin Lai as Chief Financial Officer, effective March 2, 2026.
Anlatı Güncellemesi Jan 09

PLY: Revenue Will Exceed A$49 Million As Margins And Costs Improve

Analysts have made a modest adjustment to their price target for PlaySide Studios, reflecting fine tuning of assumptions around discount rates, long term revenue growth of 15.83% and profit margins of 14.08%. They have kept the fair value estimate steady at A$0.52 and are using a future P/E of about 25.5x.
Analiz Makalesi Dec 22

The Market Lifts PlaySide Studios Limited (ASX:PLY) Shares 31% But It Can Do More

PlaySide Studios Limited ( ASX:PLY ) shareholders would be excited to see that the share price has had a great month...
Anlatı Güncellemesi Dec 21

PLY: Revenue Will Exceed A$49 Million As Profitability Improves

Analysts have nudged their price target on PlaySide Studios higher to approximately $0.52 per share from about $0.52 previously, citing slightly stronger expectations for revenue growth and profit margins, despite a marginally higher discount rate and a modestly lower assumed future P/E multiple. What's in the News PlaySide Studios reaffirmed its fiscal 2026 guidance, expecting revenue to exceed fiscal 2025's 49 million dollars while reducing operating costs, supported by front end loaded game launch revenues (Company guidance).
Anlatı Güncellemesi Dec 07

PLY: Revenue Will Exceed A$49 Million As Profitability Improves

Analysts have nudged their price target on PlaySide Studios slightly higher to reflect a modestly lower perceived risk and marginally improved profitability and growth assumptions, resulting in a fair value that remains effectively unchanged at A$0.52 per share. What's in the News Confirmed financial guidance for fiscal 2026, with revenue expected to exceed fiscal 2025's A$49 million along with lower operating costs (company guidance).
Anlatı Güncellemesi Nov 23

PLY: Revenue Will Exceed A$49 Million As Costs Are Set To Fall

Analysts have maintained their price target for PlaySide Studios at $0.52. Minor adjustments to underlying discount rates and future earnings assumptions are guiding a continued stable outlook for the company.
Yeni Anlatı Nov 20

PlaySide Studios: Market Is Sleeping on a Potential 10M+ Unit Breakout Year, FY26 Could Be the Rerate of the Decade

PlaySide Studios (ASX: PLY) is being priced like a sleepy, low-growth work-for-hire shop right before the biggest IP slate in its history goes live. After going through Steam wishlist data, indie comps, sell-through ratios, past margins and the latest analyst notes, my view is simple: If the upcoming slate lands even normally well, FY26 can justify a move from around 0.19–0.20 today to the 0.70–1.00 range, with more if one title really breaks out.
Anlatı Güncellemesi Nov 06

PLY: Revenue Is Projected To Exceed A$49 Million With Lower Costs Ahead

Narrative Update on PlaySide Studios Analysts have maintained their price target for PlaySide Studios at $0.52 per share, reflecting only negligible adjustments to revenue growth and profit margin forecasts after their latest review. What's in the News PlaySide Studios provided financial guidance for fiscal year 2026 and reaffirmed that revenue is expected to exceed FY25's $49 million, with lower operating costs (Key Developments).
Anlatı Güncellemesi Oct 22

Analysts Lift PlaySide Studios Price Target as Revenue Outlook and Profit Margins Improve

Analysts have increased their price target for PlaySide Studios from $0.46 to $0.52 per share, citing expectations of stronger revenue growth and improving profit margins. What's in the News PlaySide Studios Limited has been removed from both the S&P/ASX Emerging Companies Index and the S&P/ASX All Ordinaries Index (Key Developments).
Anlatı Güncellemesi Aug 07

New Original IPs And Nintendo Switch 2 Will Secure Success

PlaySide Studios’ fair value estimate has been revised down to A$0.465, primarily due to weaker consensus revenue growth expectations and a significantly higher future P/E ratio, indicating reduced earnings growth prospects and increased valuation risk. What's in the News PlaySide Studios filed a follow-on equity offering to raise AUD 3 million by issuing 15,000,000 ordinary shares at AUD 0.2 per share.
Analiz Makalesi Jul 30

Market Might Still Lack Some Conviction On PlaySide Studios Limited (ASX:PLY) Even After 31% Share Price Boost

The PlaySide Studios Limited ( ASX:PLY ) share price has done very well over the last month, posting an excellent gain...
Analiz Makalesi Jun 15

After Leaping 28% PlaySide Studios Limited (ASX:PLY) Shares Are Not Flying Under The Radar

PlaySide Studios Limited ( ASX:PLY ) shareholders are no doubt pleased to see that the share price has bounced 28% in...
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Yeni Anlatı May 14

New Original IPs And Nintendo Switch 2 Will Secure Success

Developing multiple original IPs and launching on a new platform aims to capitalize on established fanbases and expand market reach.
Analiz Makalesi Apr 20

Why We're Not Concerned Yet About PlaySide Studios Limited's (ASX:PLY) 27% Share Price Plunge

To the annoyance of some shareholders, PlaySide Studios Limited ( ASX:PLY ) shares are down a considerable 27% in the...
Analiz Makalesi Apr 01

Estimating The Intrinsic Value Of PlaySide Studios Limited (ASX:PLY)

Key Insights Using the 2 Stage Free Cash Flow to Equity, PlaySide Studios fair value estimate is AU$0.23 PlaySide...
Analiz Makalesi Jan 29

PlaySide Studios Limited's (ASX:PLY) 51% Share Price Plunge Could Signal Some Risk

PlaySide Studios Limited ( ASX:PLY ) shareholders that were waiting for something to happen have been dealt a blow with...
Analiz Makalesi Nov 22

Estimating The Fair Value Of PlaySide Studios Limited (ASX:PLY)

Key Insights PlaySide Studios' estimated fair value is AU$0.47 based on 2 Stage Free Cash Flow to Equity PlaySide...
Analiz Makalesi Oct 21

There's Reason For Concern Over PlaySide Studios Limited's (ASX:PLY) Massive 27% Price Jump

PlaySide Studios Limited ( ASX:PLY ) shareholders would be excited to see that the share price has had a great month...
Analiz Makalesi Jul 01

PlaySide Studios Limited's (ASX:PLY) P/S Still Appears To Be Reasonable

When you see that almost half of the companies in the Entertainment industry in Australia have price-to-sales ratios...
Analiz Makalesi May 20

When Should You Buy PlaySide Studios Limited (ASX:PLY)?

PlaySide Studios Limited ( ASX:PLY ), is not the largest company out there, but it saw a decent share price growth of...
Analiz Makalesi Apr 19

Returns On Capital At PlaySide Studios (ASX:PLY) Paint A Concerning Picture

What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
Analiz Makalesi Feb 24

Revenues Tell The Story For PlaySide Studios Limited (ASX:PLY) As Its Stock Soars 30%

PlaySide Studios Limited ( ASX:PLY ) shares have continued their recent momentum with a 30% gain in the last month...
Analiz Makalesi Jan 23

A Look At The Intrinsic Value Of PlaySide Studios Limited (ASX:PLY)

Key Insights The projected fair value for PlaySide Studios is AU$0.62 based on 2 Stage Free Cash Flow to Equity With...
Analiz Makalesi Dec 18

Is Now An Opportune Moment To Examine PlaySide Studios Limited (ASX:PLY)?

PlaySide Studios Limited ( ASX:PLY ), might not be a large cap stock, but it led the ASX gainers with a relatively...
Analiz Makalesi Dec 18

Revenues Tell The Story For PlaySide Studios Limited (ASX:PLY) As Its Stock Soars 33%

The PlaySide Studios Limited ( ASX:PLY ) share price has done very well over the last month, posting an excellent gain...
Analiz Makalesi Oct 05

We're Not Worried About PlaySide Studios' (ASX:PLY) Cash Burn

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
Analiz Makalesi Aug 26

PlaySide Studios Limited (ASX:PLY) Just Reported And Analysts Have Been Lifting Their Price Targets

PlaySide Studios Limited ( ASX:PLY ) shareholders are probably feeling a little disappointed, since its shares fell...
Analiz Makalesi May 23

Companies Like PlaySide Studios (ASX:PLY) Can Afford To Invest In Growth

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
Analiz Makalesi Feb 20

Should You Think About Buying PlaySide Studios Limited (ASX:PLY) Now?

While PlaySide Studios Limited ( ASX:PLY ) might not be the most widely known stock at the moment, it received a lot of...
Analiz Makalesi Jan 31

PlaySide Studios (ASX:PLY) Hasn't Managed To Accelerate Its Returns

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
Analiz Makalesi Oct 14

PlaySide Studios' (ASX:PLY) Returns Have Hit A Wall

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...

Kazanç ve Gelir Büyüme Tahminleri

ASX:PLY - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (AUD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
6/30/2028761410302
6/30/20276675262
6/30/2026528-14152
12/31/2025411-22-3N/A
9/30/202545-5-22-5N/A
6/30/202549-12-23-7N/A
3/31/202553-8-150N/A
12/31/202457-3-86N/A
9/30/2024614-112N/A
6/30/20246511618N/A
3/31/2024619817N/A
12/31/20235871016N/A
9/30/202348027N/A
6/30/202338-7-5-2N/A
3/31/202337-4-41N/A
12/31/2022360-33N/A
9/30/2022332-15N/A
6/30/202229518N/A
3/31/2022220-52N/A
12/31/202115-4-10-4N/A
9/30/202113-5-8-4N/A
6/30/202111-6-6-4N/A
3/31/202110-4-4-2N/A
12/31/20209-2-1-1N/A
9/30/20208-100N/A
6/30/20207000N/A
6/30/201940N/A1N/A
6/30/201852N/A2N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: PLY 'nin tahmini kazanç büyümesi (yıllık 29.1% ) tasarruf oranının ( 3.6% ) üzerindedir.

Kazançlar ve Piyasa: PLY şirketinin kazançlarının (yıllık 29.1% ) Australian pazarından (yıllık 11.9% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: PLY şirketinin kazançlarının önümüzdeki 3 yıl içerisinde önemli ölçüde artması bekleniyor.

Gelir ve Pazar: PLY şirketinin gelirinin (yıllık 13.8% ) Australian pazarından (yıllık 6.1% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Geliri: PLY şirketinin gelirinin (yıllık 13.8% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.


Hisse Başına Kazanç Büyüme Tahminleri


Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: PLY 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 17.8 %).


Büyüyen şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/21 17:29
Gün Sonu Hisse Fiyatı2026/05/21 00:00
Kazançlar2025/12/31
Yıllık Kazançlar2025/06/30

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

PlaySide Studios Limited 3 Bu analistlerden 2, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Jasper StruwigCanaccord Genuity
Jules CooperShaw and Partners Limited
Joshua GoodwillShaw and Partners Limited