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Agora S.A (AGO) Fair Value & Analysis

Communication Services · PL · Market cap 415M PLN

AS Agora S.A AGO · WAR
Price9.34 PLN
Fair Value10.77 PLN
Upside+15.3%
Quality95/100
Evidence: High Range 8.07 PLN – 13.46 PLN

Fair value as of: Jun 25, 2026

From 26 valuation models · updated 4 days ago

Fair value updated Jun 25, 2026 — revised from 25.15 PLN to 10.77 PLN (−57.2%) since Jun 24, 2026. Share price +6.9% over the past month.

Price vs Fair Value (12 months)

10.19 PLN 7.99 PLN Fair Value 10.77 PLN Jun 2025 Jun 2026

12‑month range 7.99 PLN – 10.19 PLN · fair‑value band 8.07 PLN – 13.46 PLN · the 9.34 PLN price screens below the 10.77 PLN fair value. As of Jun 25, 2026.

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Analysis

Agora S.A (AGO) currently trades at 9.34 PLN, while our model-based Fair Value estimate is 10.77 PLN — implying the stock looks roughly 15.3% undervalued today. We read business quality at 95/100 (high quality), in the Communication Services sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high) — always confirm before acting.

Over the trailing twelve months, Agora S.A generated revenue of 1.6B PLN at a net margin of 1.4%. Revenue grew 4.4% year over year. It earns a return on equity of 3.9%. Net debt stands at 48.6M PLN. Fundamentals as of Jun 25, 2026

Key figures & financial health

Revenue (TTM) 1.6B PLN
Revenue growth (YoY) +4.4%
Net margin 1.4%
Return on equity 3.9%
Free cash flow 185M PLN FY2025
P/E ratio 18.2
More key figures
Operating margin -0.4%
EPS (TTM) 0.4900 PLN
Dividend yield 5.6%
EPS growth (YoY) +7.1%
Net debt 48.6M PLN FY2025

Figures from reported company fundamentals (EODHD) · as of Jun 25, 2026. TTM = trailing twelve months.

About the company

Agora S.A. engages in the production and distribution of films in Poland. The company operates through five segments: Film and Book, Radio, Outdoor Advertising, Digital and Printed Press, and Internet. The Film and Book segment engages in the operations in the management of cinema facilities under Helios SA, and film distribution and production under Next Film Sp. z o.o., as well as the operations of Agora Publishing House. The Radio segment operates local radio stations, supra-regional TOK FM radio, and Radio Plus. This segment also operates in Agora SA and companies of the Eurozet group; and local stations Zlote Przeboje, Radio Pogoda, Meloradio, Chillizet, Antyradio, and Rock Radio brands. The Outdoor segment provides advertising services on various forms of outdoor advertising media. The Digital and Printed Press segment involved in the activities related to publishing the Gazeta Wyborcza daily, including digital editions; and special editions of Gazeta Wyborcza magazines and pu…

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Agora S.A reported revenue of 1.6B PLN in FY2025 versus 966M PLN in FY2021, a compound +13.6%/yr. Reported net income was 22.8M PLN in FY2025.

Revenue +13.6%/yr
FY21 966M PLN
FY22 1.1B PLN
FY23 1.4B PLN
FY24 1.5B PLN
FY25 1.6B PLN
Net income
FY21 −46.6M PLN
FY22 −106M PLN
FY23 65.4M PLN
FY24 5.8M PLN
FY25 22.8M PLN

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Similar stocks

6 more Publishing stocks, each showing price versus our Fair Value estimate (as of Jun 25, 2026).

Stock Price Fair Value vs Fair Value
Informa plc IFPJF $11.23 $8.35 -26%
The New York Times Company NYT $72.08 $43.46 -40%
Pearson plc PSORF $14.80 $15.04 +2%
Jiangsu Phoenix Publishing & Media Corporation 601928 ¥9.32 ¥9.23 -1%
China South Publishing & Media Group 601098 ¥10.81 ¥11.21 +4%
People.cn CO., LTD 603000 ¥16.46 ¥4.16 -75%

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Frequently asked questions

Is Agora S.A (AGO) undervalued?
As of Jun 25, 2026, our model estimates a fair value of 10.77 PLN versus a price of 9.34 PLN — about +15% (undervalued). Model-based estimate, not financial advice.
What is the fair value of AGO?
Our 21-model fair value for Agora S.A is 10.77 PLN (as of Jun 25, 2026), built from audited fundamentals. The current price is 9.34 PLN.
What is the quality score of AGO?
Agora S.A has a Quality Score of 95/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Agora S.A (AGO)?
Agora S.A reported trailing-twelve-month revenue of about 1.6B PLN (latest available figure, as of Jun 25, 2026).
What is the net profit margin of AGO?
The net profit margin of Agora S.A is about 1.4%, meaning it keeps roughly 1.4% of revenue as net income. Based on the latest reported figures.
Does Agora S.A pay a dividend?
Agora S.A currently shows a dividend yield of about 5.64% relative to its recent price (as of Jun 25, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.