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IMS S.A (IMS) Fair Value & Analysis

Communication Services · PL · Market cap 74.5M PLN

IS IMS S.A IMS · WAR
Price2.18 PLN
Fair Value5.32 PLN
Upside+144.0%
Quality77/100
Evidence: Medium Range 3.12 PLN – 8.11 PLN

Fair value as of: Jun 25, 2026

From 26 valuation models · updated 4 days ago

Share price −0.5% over the past month.

Price vs Fair Value (12 months)

3.94 PLN 2.02 PLN Fair Value 5.32 PLN Jun 2025 Jun 2026

12‑month range 2.02 PLN – 3.94 PLN · fair‑value band 3.12 PLN – 8.11 PLN · the 2.18 PLN price screens below the 5.32 PLN fair value. As of Jun 25, 2026.

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Analysis

IMS S.A (IMS) currently trades at 2.18 PLN, while our model-based Fair Value estimate is 5.32 PLN — implying the stock looks roughly 144.0% undervalued today. We read business quality at 77/100 (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: medium) — always confirm before acting.

Over the trailing twelve months, IMS S.A generated revenue of 66.5M PLN at a net margin of 12.5%. Revenue declined 4.3% year over year. It earns a return on equity of 16.3%. Net debt stands at 22.6M PLN. Fundamentals as of Jun 25, 2026

Key figures & financial health

Revenue (TTM) 66.5M PLN
Revenue growth (YoY) -4.3%
Net margin 12.5%
Return on equity 16.3%
Free cash flow 8.5M PLN FY2024
P/E ratio 9.0
More key figures
Operating margin 15.5%
EPS (TTM) 0.2400 PLN
EPS growth (YoY) -33.3%
Net debt 22.6M PLN FY2024

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

About the company

IMS S.A., together with its subsidiaries, primarily provides sensory marketing services in Poland. The company offers in-store music and royalty free music, scent marketing, scenting stores, and room aromatization services; digital signage, video wall, digital signage storefronts, and interactive screen for mall; in-store radio, advertising in shopping malls, video advertising, video marketing, and commercial networks through audio media; advertising totems and monitors, and video walls; and touch display for mall, gift card kiosk, and digital signage specialized devices. It also designs interactive applications; and manages content on digital signage media. The company was formerly known as Internet Media Services S.A. and changed its name to IMS S.A. in June 2015. IMS S.A. was founded in 2000 and is headquartered in Warsaw, Poland.

Revenue & earnings trend

FY2020 – FY2024 · reported fiscal years

IMS S.A reported revenue of 66.4M PLN in FY2024 versus 36.5M PLN in FY2020, a compound +16.1%/yr. Reported net income was 11.1M PLN in FY2024, compounding +37.4%/yr from FY2020.

Revenue +16.1%/yr
FY20 36.5M PLN
FY21 41.8M PLN
FY22 57.3M PLN
FY23 67.3M PLN
FY24 66.4M PLN
Net income +37.4%/yr
FY20 3.1M PLN
FY21 7.2M PLN
FY22 7.1M PLN
FY23 8.6M PLN
FY24 11.1M PLN

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Frequently asked questions

Is IMS S.A (IMS) undervalued?
As of Jun 25, 2026, our model estimates a fair value of 5.32 PLN versus a price of 2.18 PLN — about +144% (undervalued). Model-based estimate, not financial advice.
What is the fair value of IMS?
Our 21-model fair value for IMS S.A is 5.32 PLN (as of Jun 25, 2026), built from audited fundamentals. The current price is 2.18 PLN.
What is the quality score of IMS?
IMS S.A has a Quality Score of 77/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of IMS S.A (IMS)?
IMS S.A reported trailing-twelve-month revenue of about 66.5M PLN (latest available figure, as of Jun 25, 2026).
What is the net profit margin of IMS?
The net profit margin of IMS S.A is about 12.5%, meaning it keeps roughly 12.5% of revenue as net income. Based on the latest reported figures.

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.