-2.26%
6.90%
19.41%
13.74%
35.71%
-50.77%
-45.23%
AI Spotlight on CPS
Company Description
Cyfrowy Polsat S.A. provides digital satellite platform and terrestrial television (TV), and telecommunication services in Poland.The company offers satellite and Internet pay television, mobile and fixed-line telephony, mobile and fixed-line broadband Internet access, wholesale, and TV broadcasting and production services, as well as online content, news, and video sharing services.It offers approximately 150 TV channels, including terrestrial, general entertainment, sports and e-sports, music, lifestyle, news/information, children's, education, and movie channels; and over the top services, such as Cyfrowy Polsat GO, VOD/PPV, online video and music, catch-up TV, and multiroom HD services.
In addition, the company provides database of legal video content and live broadcasts; online TV channels; live coverages of sports events; and feature films, and TV series and programs.Further, it offers telecommunications, software, retail, radio and TV, media, call center and premium rate, technical, advertising, Web portals, monetary intermediation, sponsorship, broadcasting and signal transmission, premises and facilities leasing, and other financial services; produces broadcasting, television, and electronic equipment; produces, leases, and sells set-top boxes; and sells licenses, sublicenses, and property rights, as well as STB hard disk drives, antennas, Internet modems, tablets, laptops, routers, TV sets, accessories, and other devices.The company was formerly known as Polsat Cyfrowy S.A. and changed its name to Cyfrowy Polsat S.A. in 2004.
Cyfrowy Polsat S.A. was incorporated in 1996 and is headquartered in Warsaw, Poland.
Market Data
| Last Price | 15.11 |
| Change Percentage | -2.26% |
| Open | 14.8 |
| Previous Close | 15.46 |
| Market Cap ( Millions) | 8318 |
| Volume | 180326 |
| Year High | 15.46 |
| Year Low | 9.66 |
| M A 50 | 14.34 |
| M A 200 | 12.95 |
Financial Ratios
| FCF Yield | 13.22% |
| Dividend Yield | 0.00% |
| ROE | 4.30% |
| Debt / Equity | 94.48% |
| Net Debt / EBIDTA | 310.00% |
| Price To Book | 0.52 |
| Price Earnings Ratio | 12.31 |
| Price To FCF | 7.56 |
| Price To sales | 0.59 |
| EV / EBITDA | 5.23 |
News
- Nov -28 - Cyfrowy Polsat SA (FRA:CP9) Q3 2024 Earnings Call Highlights: Strong EBITDA Growth and Green ...
- Oct -09 - Cyfrowy Polsat SA (WAR:CPS) (Q2 2024) Earnings Call Highlights: Strong Revenue Growth and ...
- Oct -07 - Polish Billionaire’s Family Row Irks Pension Fund as Stock Drops
- Sep -26 - Polish Billionaire Family’s Dispute Stokes Record Cyfrowy Drop
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Business-to-Consumer and Business-to-Business Services
Expected Growth : 4.5 %
What the company do ?
Cyfrowy Polsat S.A. offers Business-to-Consumer (B2C) services, providing telecommunications and media services to individual customers, and Business-to-Business (B2B) services, offering tailored solutions to corporate clients.
Why we expect these perspectives ?
Growing demand for telecommunications and media services, increasing adoption of digital technologies, and expansion into new markets drive Cyfrowy Polsat's growth. The company's diversified B2C and B2B services, including tailored solutions for corporate clients, position it for continued growth.
Segment n°2 -> Media: Television and Online
Expected Growth : 4.8 %
What the company do ?
Media: Television and Online from Cyfrowy Polsat S.A. offers a range of TV channels, online streaming services, and multimedia content to Polish audiences.
Why we expect these perspectives ?
Growing demand for online streaming services, increasing adoption of digital media, and Cyfrowy Polsat's strong brand presence in Poland drive growth in the Television and Online segment.
Segment n°3 -> Green Energy
Expected Growth : 10.2 %
What the company do ?
Green Energy from Cyfrowy Polsat S.A. is a renewable energy solution offering solar panels and energy storage systems for eco-friendly power generation.
Why we expect these perspectives ?
Growing demand for eco-friendly power generation, increasing adoption of renewable energy sources, and government incentives for sustainable energy solutions drive the growth of Green Energy from Cyfrowy Polsat S.A.
Segment n°4 -> Real Estate
Expected Growth : 5.5 %
What the company do ?
Real Estate from Cyfrowy Polsat S.A. offers a range of properties and investment opportunities in Poland, providing a comprehensive platform for buyers, sellers, and investors.
Why we expect these perspectives ?
Growing demand for housing and commercial spaces in Poland, driven by urbanization, economic growth, and government incentives, fuels the real estate market growth.
Cyfrowy Polsat S.A. Products
| Product Range | What is it ? |
|---|---|
| Telecommunications Services | Cyfrowy Polsat S.A. offers a range of telecommunications services, including mobile voice and data services, fixed-line telephony, and internet access. |
| TV Services | The company provides a range of TV services, including satellite TV, IPTV, and online TV, offering a variety of channels and on-demand content. |
| Internet Services | Cyfrowy Polsat S.A. offers high-speed internet services, including fiber-optic and mobile internet, for individuals and businesses. |
| Smart Home Services | The company offers smart home services, including security systems, energy management, and home automation solutions. |
| IT and Cloud Services | Cyfrowy Polsat S.A. provides IT and cloud services, including data center services, cloud computing, and cybersecurity solutions. |
Cyfrowy Polsat S.A.'s Porter Forces
Threat Of Substitutes
The threat of substitutes for Cyfrowy Polsat S.A. is medium due to the presence of alternative services such as streaming platforms and traditional TV channels.
Bargaining Power Of Customers
The bargaining power of customers is low due to the company's strong brand presence and limited switching costs.
Bargaining Power Of Suppliers
The bargaining power of suppliers is medium due to the presence of multiple suppliers and the company's moderate dependence on them.
Threat Of New Entrants
The threat of new entrants is high due to the low barriers to entry and the attractiveness of the Polish telecommunications market.
Intensity Of Rivalry
The intensity of rivalry is high due to the presence of multiple players in the market and the high level of competition.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 50.21% |
| Debt Cost | 7.10% |
| Equity Weight | 49.79% |
| Equity Cost | 7.10% |
| WACC | 7.10% |
| Leverage | 100.86% |
Cyfrowy Polsat S.A. : Quality Control
Cyfrowy Polsat S.A. passed 2 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| TMO.L | Time Out Group plc, together with its subsidiaries, engages in media and entertainment business. It operates through two segments, Time Out Market and Time Out Media. The Time Out Market … |
| DEEZR.PA | Deezer S.A. provides music streaming services worldwide. The company streams songs, audio books, podcast, and radio channels. It offers its music steaming services through website, Deezer.com and other wireless audio … |
| PRS.MC | Promotora de Informaciones, S.A., together with its subsidiaries, engages in the exploitation of media in Spain and internationally. The company provides a range of products and services, including educational content, … |
| BVB.DE | Borussia Dortmund GmbH & Co. Kommanditgesellschaft auf Aktien, through its subsidiaries, operates a football club in Germany. The company operates a football club in Dortmund under the SIGNAL IDUNA PARK … |
| GAM.PA | Gaumont SA, together with its subsidiaries, produces and distributes movies in France, the United States, and internationally. The company operates through three segments: French Movie Production and Distribution, Audiovisual Production … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Cyfrowy Polsat
A-Score
1-Year Total Return ->
🥈
Prisa
A-Score
1-Year Total Return ->
🥉
Gaumont
A-Score
1-Year Total Return ->
4
Borussia Dortmund
A-Score
1-Year Total Return ->
5
Deezer
A-Score
1-Year Total Return ->
6
