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IPOPEMA Securities S.A. (IPE.WA)

PLN7.30 +0.04 (+0.55%)
PL WSE Financial Services Financial - Capital Markets
Address ul. PrOzna 9 00-107
Warsaw, PL
CEO Jacek Lewandowski
IPO 2010-02-23
ISIN PLIPOPM00011

Explore sections of this company profile

Description

Established in 2005 in Warsaw, Poland, IPOPEMA Securities S.A. is a financial services firm delivering a comprehensive range of brokerage, equity research, and investment banking solutions. The company's operations are organized into distinct divisions. Its Investment Fund and Portfolio Management segment focuses on the creation and oversight of various investment funds, including both open-end and closed-end structures, alongside managing portfolios of financial instruments for clients. The Brokerage and Investment Banking division undertakes securities brokerage, the distribution of investment products, and provides investment advisory services to individual investors. This extensive segment also covers a full spectrum of investment banking activities, such as the preparation and execution of equity capital market transactions, public securities offerings, mergers and acquisitions (M&A), and management buy-outs. Additionally, it offers expert advice on corporate financial restructuring, assists in securing funding for infrastructure projects, and guides clients through private market financing. IPOPEMA Securities S.A. further supports companies listed on the Warsaw Stock Exchange with share repurchase initiatives, including tender offers and buyback programs. Through its Advisory Service segment, the company delivers specialized expertise in business and management consulting, complemented by IT-related services such as computer facilities management, general IT advisory, and various software solutions. Beyond these primary financial offerings, IPOPEMA Securities S.A. also provides intermediation services and engages in the wholesale distribution of computer hardware, peripherals, equipment, and software.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
PLN7.30 +0.04 (+0.55%)
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Volume Profile
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Liquidity & share structure
Average Volume
13.6K
Beta
0.60
Float Shares
24.47M
Free Float %
81.7%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.27% +0.27% +18.21% +60.87% +132.70% +83.17% +143.42% +174.07% +34.55% +239.45% +26.06%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
7.30
DCF (Unlevered) 27.21 +272.8%
DCF (Levered) 3.57 -51.1%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Quality scores
Altman Z-Score
2.26
Grey zone
Piotroski F-Score
6 / 9
Average
MOAT Score
2 / 10
No MOAT
Composite Rating
A
Overall Score
4 / 5
High
DCF Score
3 / 5
Medium
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
3 / 5
Medium
P/E Score
4 / 5
High
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Financial - Capital Markets: +19.7%
    +15.5% Q1'26: +18.2% (vs Q1'25)
  • EPS growth Financial - Capital Markets: +35.3%
    +193.3% Q1'26: +2,193.0% (vs Q1'25)
  • FCF margin FCF growth · Financial - Capital Markets: +29.5%
    +5.6% Q1'26: +119.0% (vs Q1'25)
  • EBIT margin Financial - Capital Markets: +33.5%
    +11.6% Q1'26: +11.6% (vs Q1'25)
  • ROIC Financial - Capital Markets: +4.0%
    Q1'26: +20.7% (vs Q1'25)
  • Share dilution Financial - Capital Markets: +0.0%
    -9.0% Q1'26: +0.0% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Financial - Capital Markets: -0.30×
    0.80× Q1'26: 1.01× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.53) × ERP
WACC = 87% × Ke + 13% × Kd (9.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 27.21 Current price: 7.30
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-29 A 4/5 3/5 5/5 5/5 3/5 4/5 2/5
2026-05-28 A 4/5 3/5 5/5 5/5 3/5 4/5 2/5
2026-05-27 A 4/5 3/5 5/5 5/5 3/5 4/5 2/5
2026-05-26 A 4/5 3/5 5/5 5/5 3/5 4/5 2/5
2026-05-25 A 4/5 3/5 5/5 5/5 3/5 4/5 2/5
2026-05-22 A 4/5 3/5 5/5 5/5 3/5 4/5 2/5
2026-05-21 A 4/5 3/5 5/5 5/5 3/5 4/5 2/5
2026-05-20 A 4/5 3/5 5/5 5/5 3/5 4/5 2/5
2026-05-19 A 4/5 3/5 5/5 5/5 3/5 4/5 2/5
2026-05-18 A 4/5 3/5 5/5 5/5 3/5 4/5 2/5
2026-05-15 A 4/5 3/5 5/5 5/5 3/5 4/5 3/5
2026-05-14 A 4/5 3/5 5/5 5/5 3/5 4/5 3/5
2026-05-13 A 4/5 3/5 5/5 5/5 3/5 4/5 3/5
2026-05-12 A 4/5 3/5 5/5 5/5 3/5 4/5 3/5
2026-05-11 A 4/5 3/5 5/5 5/5 3/5 4/5 3/5
2026-05-08 A+ 4/5 3/5 5/5 5/5 3/5 4/5 4/5
2026-05-07 A+ 4/5 3/5 5/5 5/5 3/5 4/5 4/5
2026-05-06 A+ 4/5 3/5 5/5 5/5 3/5 4/5 4/5
2026-05-05 A+ 4/5 3/5 5/5 5/5 3/5 4/5 4/5
2026-05-04 A+ 4/5 3/5 5/5 5/5 3/5 4/5 4/5
2026-04-30 A 4/5 3/5 5/5 5/5 2/5 4/5 4/5
2026-04-29 A 4/5 3/5 5/5 5/5 2/5 4/5 4/5
2026-04-28 A 4/5 3/5 5/5 5/5 2/5 4/5 4/5
2026-04-27 A 4/5 3/5 5/5 5/5 2/5 4/5 4/5
2026-04-24 A 4/5 3/5 5/5 5/5 2/5 4/5 3/5
2026-04-23 A 4/5 3/5 5/5 5/5 2/5 4/5 3/5
2026-04-22 A 4/5 3/5 5/5 5/5 2/5 4/5 3/5
2026-04-21 A 4/5 3/5 5/5 5/5 2/5 4/5 4/5
2026-04-20 A 4/5 3/5 5/5 5/5 2/5 4/5 4/5
2026-04-17 A+ 4/5 4/5 5/5 5/5 2/5 4/5 4/5
2026-04-16 A+ 4/5 4/5 5/5 5/5 2/5 4/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
123.53M
OE per share TTM
3.95
Owner's Yield
55.76%
Maintenance CapEx ratio
6.60%
Maint CapEx / Avg PPE
5.4%

Ownership Overview

Ownership breakdown

Ownership breakdown not available.

At a glance
Institutional holders
Total invested
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend

Institutional history not available.

Top institutional holders

Top holders not available.

ETF Ownership

Top ETFs holding this stock

This company is not held by any ETF in our universe.

Insider Activity

Insider Activity — Latest Quarter

No insider activity available.

Insider buys vs sells (history)

Insider history not available.

Recent insider transactions

No recent insider transactions.

Executive team

Top executives
EBIT / Employee
143.4K
Shares Outstanding
29.94M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings

No SEC filings available for this company yet.

Executive team

NameTitleCompensationGender
Danuta Ciosek Chief Accountant
Jacek Lewandowski President of the Management Board & Chief Executive Officer male
Marcin Kurowski Director of Operations male
Mariusz Piskorski Vice President of Management Board male
Miroslaw Borys Vice President of Management Board male
Stanislaw Waczkowski Vice President of Management Board male
ESG Score History

No data available for this company.

Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits