yarrl S.A (YRL) Fair Value & Analysis
Technology · PL · Market cap 44.4M PLN
Fair value as of: Jul 16, 2026
From 26 valuation models · updated 25 days ago
Fair value updated Jul 16, 2026, revised from 6.17 PLN to 1.84 PLN (−70.2%) since Jun 24, 2026. Share price −12.3% over the past month.
A solid business, but screening 69% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (2.29 PLN). The favourable scenario is already priced in.
- Solid but not exceptional quality (50/100) 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 2.91 PLN – 9.35 PLN · fair‑value band 1.38 PLN – 2.29 PLN · the 5.86 PLN price screens above the 1.84 PLN fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 16, 2026.
Analysis
yarrl S.A (YRL) currently trades at 5.86 PLN, while our model-based Fair Value estimate is 1.84 PLN, implying the stock looks roughly 68.6% overvalued today. The Quality Score stands at 50/100 (solid quality), in the Technology 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: high).
Over the trailing twelve months, yarrl S.A generated revenue of 96.8M PLN at a net margin of 2.1%. Revenue grew 15.2% year over year. It earns a return on equity of 8.7%. The balance sheet holds a net cash position of 2.8M PLN. Fundamentals as of Jul 16, 2026
Our scenario range runs from 1.38 PLN (bear case) to 2.29 PLN (bull case); at 5.86 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 36% below its 52-week high and 17% above its 52-week low, currently below its 200-day average. For context, the median of 10 Technology peers we cover trades at -25% fair-value upside, at -69%, YRL 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 26 models by family
Widest divergence: DCF Models (7.37 PLN) versus Dividend Discount (0.5600 PLN). Highest evidence: Growth DCF (80).
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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 54 · Market factors (momentum, volatility) 39
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
yarrl S.A. operates in the information technology business in Poland, European Union, and internationally. It implements call center and contact center systems; and integrates various communication channels and locations.
Full company description
yarrl S.A. operates in the information technology business in Poland, European Union, and internationally. It implements call center and contact center systems; and integrates various communication channels and locations. The company also provides solutions based on voice communication, such as IVR, PDS, speech analytics and voice biometrics, as well as in the field of communication services and customer service center management. In addition, it offers chatbot and voice Bot systems; and unified communication and collaboration systems, such as voice and video calls, social media, and mobile applications, as well as software development and construction, partner solution implementation, and conference and training services. Further, the company implements, develops, and maintains enterprise-class solutions on the Meltemee platform. The company serves central government units, the financial sector, and medium-sized and large enterprises. The company was formerly known as Unima 2000 Systemy Teleinformatyczne S.A. and changed its name to yarrl S.A. in December 2023. yarrl S.A. was incorporated in 2004 and is headquartered in Kraków, Poland.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
yarrl S.A reported revenue of 96.8M PLN in FY2025 versus 33.8M PLN in FY2021, a compound +30.1%/yr. Reported net income was 2.1M PLN in FY2025.
YRL screens 69% overvalued. Compare with International Business Machines Corporation →
Peer Group
Information Technology Services · 475 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 Information Technology Services 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.
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 Information Technology Services stocks, each showing price versus our Fair Value estimate (as of Jul 16, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| International Business Machines Corporation IBM | $235.92 | $143.90 | -39% |
| Accenture plc ACNN | 2,460 MXN | 250.95 MXN | -90% |
| Infosys Limited INFY | ₹1,156 | ₹1,457 | +26% |
| HCL Technologies Limited HCLTECH | ₹1,204 | ₹1,230 | +2% |
| Wipro Limited WIPRO | ₹178.43 | ₹226.81 | +27% |
| Tech Mahindra Limited TECHM | ₹1,455 | ₹1,086 | -25% |
| Samsung SDS Co 018260 | 199,300 KRW | 196,390 KRW | -1% |
| Persistent Systems Limited PERSISTENT | ₹5,059 | ₹2,364 | -53% |
| Hyundai Autoever Corporation 307950 | 393,000 KRW | 133,088 KRW | -66% |
| Coforge Limited COFORGE | ₹1,541 | ₹702.84 | -54% |
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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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