IPOPEMA Securities SA (IPE) Stock Recommendation | Score, Valuation, Technicals & Financial Trend

Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

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Comparison

Company

Score

Quality

Valuation

Financial

Technical

Skarbiec Holding SA

IPOPEMA Securities SA

Caspar Asset Management SA

ALTUS SA

Nexity Global SA

Imperio Alternatywna Spolka Inwestycyjna SA

Baltic Bridge SA

Why is IPOPEMA Securities SA ?

Weak Long Term Fundamental Strength with an average Return on Equity (ROE) of 13.93%

The company has been able to generate a Return on Equity (avg) of 13.93% signifying low profitability per unit of shareholders funds

Flat results in Mar 25

NET SALES(HY) At PLN 129.67 MM has Grown at -24.02%
ROCE(HY) Lowest at 6.07%
INTEREST COVERAGE RATIO(Q) Lowest at 94.91

With ROE of 8.37%, it has a fair valuation with a 0.79 Price to Book Value

The stock is trading at a discount compared to its peers' average historical valuations
Over the past year, while the stock has generated a return of 35.34%, its profits have fallen by -48%

Real-Time Research Report

Verdict Report

How much should you hold?

Overall Portfolio exposure to IPOPEMA Securities SA should be less than 10%
Overall Portfolio exposure to Capital Markets should be less than 30%

(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Capital Markets)

When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock

Is IPOPEMA Securities SA for you?

Medium Risk, Low Return

Absolute

Risk Adjusted

Volatility

IPOPEMA Securities SA

39.53%

0.33

37.30%

Poland WIG

39.24%

1.84

20.48%

Quality

Management Risk

Growth

Capital Structure

Quality grade scale :

Below Average, Average, Good, Excellent

Quality key factors

Factor

Value

Sales Growth (5y)

13.40%

EBIT Growth (5y)

13.06%

EBIT to Interest (avg)

10.68

Debt to EBITDA (avg)

Negative Net Debt

Net Debt to Equity (avg)

Sales to Capital Employed (avg)

Tax Ratio

25.77%

Dividend Payout Ratio

69.03%

Pledged Shares

Institutional Holding

ROCE (avg)

ROE (avg)

13.93%

Valuation

Valuation Scorecard

Valuation grade scale :

Very Risky, Risky, Very Expensive, Expensive, Fair, Attractive, Very Attractive

Valuation Key Factors

Factor

Value

P/E Ratio

Industry P/E

Price to Book Value

0.79

EV to EBIT

-14.09

EV to EBITDA

-10.25

EV to Capital Employed

1.18

EV to Sales

-0.63

PEG Ratio

Dividend Yield

6.58%

ROCE (Latest)

-8.34%

ROE (Latest)

8.37%

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Bullish

RSI

No Signal

Bollinger Bands

Bullish

Moving Averages

Bullish (Daily)

KST

Bullish

Dow Theory

Mildly Bullish

OBV

Mildly Bullish

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Technical Movement

Analyse All Technical Factors

Financial Trend

Financial Trend Scorecard

Financial Trend scale:

Very Negative, Negative, Flat, Positive, Very Positive, Outstanding

1What is working for the Company

RAW MATERIAL COST(Y)

Fallen by -7.74% (YoY

-28What is not working for the Company

NET SALES(HY)

At PLN 129.67 MM has Grown at -24.02%

ROCE(HY)

Lowest at 6.07%

INTEREST COVERAGE RATIO(Q)

Lowest at 94.91

DEBT-EQUITY RATIO (HY)

Highest at -108.92 %

INTEREST(Q)

Highest at PLN 1.39 MM

PRE-TAX PROFIT(Q)

Lowest at PLN -0.18 MM

NET PROFIT(Q)

Lowest at PLN -0.26 MM

EPS(Q)

Lowest at PLN -0.01

Here's what is working for IPOPEMA Securities SA

Raw Material Cost

Fallen by -7.74% (YoY)

MOJO Watch

The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin

Raw Material Cost as a percentage of Sales

Here's what is not working for IPOPEMA Securities SA

Pre-Tax Profit

At PLN -0.18 MM has Fallen at -105.22%

over average net sales of the previous four periods of PLN 3.39 MM

MOJO Watch

Near term Pre-Tax Profit trend is very negative

Pre-Tax Profit (PLN MM)

Net Profit

At PLN -0.26 MM has Fallen at -111.25%

over average net sales of the previous four periods of PLN 2.28 MM

MOJO Watch

Near term Net Profit trend is very negative

Net Profit (PLN MM)

Interest

At PLN 1.39 MM has Grown at 69.17%

period on period (QoQ)

MOJO Watch

Rising interest cost signifies increased borrowings

Interest Paid (PLN MM)

Interest Coverage Ratio

Lowest at 94.91

in the last five periods

MOJO Watch

The company's ability to manage interest payments is deteriorating

Operating Profit to Interest

Net Sales

At PLN 129.67 MM has Grown at -24.02%

Year on Year (YoY)

MOJO Watch

Near term sales trend is negative

Net Sales (PLN MM)

Interest

Highest at PLN 1.39 MM

in the last five periods and Increased by 69.17% (QoQ)

MOJO Watch

Rising interest cost signifies increased borrowings

Interest Paid (PLN MM)

Pre-Tax Profit

Lowest at PLN -0.18 MM

in the last five periods

MOJO Watch

Near term Pre-Tax Profit trend is negative

Pre-Tax Profit (PLN MM)

Net Profit

Lowest at PLN -0.26 MM

in the last five periods

MOJO Watch

Near term Net Profit trend is negative

Net Profit (PLN MM)

EPS

Lowest at PLN -0.01

in the last five periods

MOJO Watch

Declining profitability; company has created lower earnings for shareholders

EPS (PLN)

Debt-Equity Ratio

Highest at -108.92 %

in the last five Semi-Annual periods

MOJO Watch

The company is borrowing more to fund its operations; it's liquidity situation may be stressed

Debt-Equity Ratio