Added to YB: 2024-10-17
Pitch date: 2024-10-15
PLW.WA [bullish]
PlayWay S.A.
-8.63%
current return
Author Info
No bio for this author
Company Info
PlayWay S.A. produces and publishes PC and mobile games worldwide. It sells its products through STEAM, AppStore, and GooglePlay platforms.
Market Cap
PLN 2.0B
Pitch Price
PLN 262.13
Price Target
N/A
Dividend
7.11%
EV/EBITDA
10.02
P/E
13.71
EV/Sales
6.02
Sector
Entertainment
Category
growth
PlayWay: One year later
PLW.WA: Polish game dev w/ mixed '23 but strong H1 '24 (+36.5% profit). HF2 profitable but underwhelming. IFZ & CSC successes. 11% rev growth, 35% profit growth in H1. Streamlining subsidiaries. 60%+ op margin. Strong pipeline (CMS25, Holstin, Honeycomb). 12-14x P/E, 10% net cash. High single/low double-digit growth. Governance concerns.
Read full article (10 min)