Oponeo.pl S.A (OPN) Fair Value & Analysis
Consumer Cyclical · PL · Market cap 1.1B PLN
Fair value as of: Jul 16, 2026
From 15 valuation models · updated 25 days ago
Fair value updated Jul 16, 2026, revised from 154.00 PLN to 18.21 PLN (−88.2%) since Jun 24, 2026. Share price +1.6% over the past month.
A solid business, but screening 82% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (23.29 PLN). The favourable scenario is already priced in.
- Solid but not exceptional quality (51/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 16, 2026.
How to read this chart
60‑month range 24.81 PLN – 104.80 PLN · fair‑value band 13.66 PLN – 23.29 PLN · the 103.00 PLN price screens above the 18.21 PLN fair value. Dashed = 300-day average. As of Jul 16, 2026.
Analysis
Oponeo.pl S.A (OPN) currently trades at 103.00 PLN, while our model-based Fair Value estimate is 18.21 PLN, implying the stock looks roughly 82.3% overvalued today. The Quality Score stands at 51/100 (solid quality), in the Consumer Cyclical sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: medium).
Over the trailing twelve months, Oponeo.pl S.A generated revenue of 2.4B PLN at a net margin of 2.2%. Revenue grew 7.7% year over year. It earns a return on equity of 18.6%. Net debt stands at 382M PLN. Fundamentals as of Jul 16, 2026
Our scenario range runs from 13.66 PLN (bear case) to 23.29 PLN (bull case); at 103.00 PLN, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 1% below its 52-week high and 32% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -44% fair-value upside, at -82%, OPN screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 15 models by family
Widest divergence: DCF Models (135.28 PLN) versus Asset-Based (14.96 PLN). Highest evidence: Residual Income (76).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 16, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 49 · Market factors (momentum, volatility) 70
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Oponeo.pl S.A. engages in the online retail of tyres and wheels for motor vehicles in Poland. The company operates through Car Accessories, Bicycle Accessories and Tools segments. It develops bicycles and bicycle accessories; tires, rims, and accessories; and tools, power tools.
Full company description
Oponeo.pl S.A. engages in the online retail of tyres and wheels for motor vehicles in Poland. The company operates through Car Accessories, Bicycle Accessories and Tools segments. It develops bicycles and bicycle accessories; tires, rims, and accessories; and tools, power tools. The company's tires are used in passenger cars, vans, cars with four-wheel drive, trucks, motorcycles, and quads. Oponeo.pl S.A. was founded in 1999 and is based in Bydgoszcz, Poland.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Oponeo.pl S.A reported revenue of 2.4B PLN in FY2025 versus 1.5B PLN in FY2021, a compound +11.9%/yr. Reported net income was 52.1M PLN in FY2025, compounding −3.5%/yr from FY2021.
of which total revenue +19.4 pp · buybacks/dilution +1.1 pp
Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).
OPN screens 82% overvalued. Compare with Hyundai Mobis Co →
Peer Group
Auto Parts · 642 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Auto Parts median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Insider activity: 40/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Auto Parts stocks, each showing price versus our Fair Value estimate (as of Jul 16, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Hyundai Mobis Co 012330 | 482,000 KRW | 678,420 KRW | +41% |
| Magna International Inc MGAN | 1,122 MXN | 1,172 MXN | +4% |
| Samvardhana Motherson International Limited MOTHERSON | ₹144.17 | ₹80.63 | -44% |
| Bosch Limited BOSCHLTD | ₹41,110 | ₹14,004 | -66% |
| Bharat Forge Limited BHARATFORG | ₹2,117 | ₹441.74 | -79% |
| Uno Minda Limited UNOMINDA | ₹1,158 | ₹426.57 | -63% |
| Schaeffler India Limited SCHAEFFLER | ₹4,135 | ₹1,412 | -66% |
| Hankook Tire & Technology Co 161390 | 73,600 KRW | 196,479 KRW | +167% |
| MRF Limited MRF | ₹131,025 | ₹125,849 | -4% |
| Sona BLW Precision Forgings Limited SONACOMS | ₹792.00 | ₹207.06 | -74% |
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Frequently asked questions
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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.
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