Vercom SA

WAR:VRC Poland Software - Application
Market Cap
$633.93 Million
zł2.64 Billion PLN
Market Cap Rank
#15917 Global
#59 in Poland
Share Price
zł120.00
Change (1 day)
-2.28%
52-Week Range
zł104.00 - zł153.80
All Time High
zł153.80
About

Vercom S.A. develops cloud communications platforms. The company's platforms enable companies to build and develop relationships with recipients through various channels, such as email, SMS, push, and instant messages. The company was founded in 2005 and is based in Poznan, Poland. Vercom S.A. is a subsidiary of Cyber_Folks S.A.

Vercom SA (VRC) - Net Assets

Latest net assets as of June 2025: zł384.06 Million PLN

Based on the latest financial reports, Vercom SA (VRC) has net assets worth zł384.06 Million PLN as of June 2025.

Net assets (also known as shareholders' equity or book value) represent the difference between a company's total assets (zł559.03 Million) and total liabilities (zł174.96 Million). This figure indicates the residual interest in the assets after deducting liabilities, essentially showing what would remain for shareholders if all assets were liquidated and all debts paid off.

Key Net Assets Metrics

Metric Value
Current Net Assets zł384.06 Million
% of Total Assets 68.7%
Annual Growth Rate 72.37%
5-Year Change 1538.16%
10-Year Change N/A
Growth Volatility 238.41

Vercom SA - Net Assets Trend (2017–2024)

This chart illustrates how Vercom SA's net assets have evolved over time, based on quarterly financial data. Explore and compare other companies by net assets.

Annual Net Assets for Vercom SA (2017–2024)

The table below shows the annual net assets of Vercom SA from 2017 to 2024.

Year Net Assets Change
2024-12-31 zł421.68 Million +14.70%
2023-12-31 zł367.64 Million -15.37%
2022-12-31 zł434.40 Million +109.97%
2021-12-31 zł206.88 Million +703.71%
2020-12-31 zł25.74 Million +48.67%
2019-12-31 zł17.31 Million -32.69%
2018-12-31 zł25.72 Million +175.91%
2017-12-31 zł9.32 Million --

Equity Component Analysis

This analysis shows how different components contribute to Vercom SA's total equity over time. Equity components include common stock, retained earnings, additional paid-in capital, and other elements.

Equity Composition Insights

  • Retained earnings have grown by 1026.4% over the analyzed period, indicating profitable operations and earnings retention.

Current Equity Component Breakdown (December 2024)

Component Amount Percentage
Retained Earnings zł96.23 Million 22.92%
Common Stock zł444.00K 0.11%
Other Comprehensive Income zł34.63 Million 8.25%
Other Components zł288.59 Million 68.73%
Total Equity zł419.89 Million 100.00%

Vercom SA Competitors by Market Cap

The table below lists competitors of Vercom SA ranked by their market capitalization.

Equity Growth Attribution

This analysis shows how different factors contributed to changes in Vercom SA's equity between the two most recent reporting periods.

Equity Growth Insights

  • From 2023 to 2024, total equity changed from 365,911,000 to 419,892,000, a change of 53,981,000 (14.8%).
  • Net income of 76,578,000 contributed positively to equity growth.
  • Dividend payments of 35,438,000 reduced retained earnings.
  • Other comprehensive income increased equity by 34,631,000.
  • Other factors decreased equity by 21,790,000.

Equity Change Factors (2023 to 2024)

Factor Impact Contribution
Net Income zł76.58 Million +18.24%
Dividends Paid zł35.44 Million -8.44%
Other Comprehensive Income zł34.63 Million +8.25%
Other Changes zł-21.79 Million -5.19%
Total Change zł- 14.75%

Book Value vs Market Value Analysis

This analysis compares Vercom SA's book value (net assets) with its market value over time. The relationship between these values can provide insights into investor sentiment and company valuation.

Valuation Insights

  • Current price-to-book ratio: 6.34x
  • The company is trading at a significant premium to its book value, suggesting the market values its earnings potential, brand, or other intangibles highly.
  • The price-to-book ratio has decreased from 67.51x to 6.34x over the analyzed period, indicating reduced market premium.

Historical Price-to-Book Ratios

Date Book Value per Share Market Price P/B Ratio
2018-12-31 zł1.78 zł120.00 x
2019-12-31 zł1.20 zł120.00 x
2020-12-31 zł1.40 zł120.00 x
2021-12-31 zł12.39 zł120.00 x
2022-12-31 zł16.03 zł120.00 x
2023-12-31 zł16.50 zł120.00 x
2024-12-31 zł18.94 zł120.00 x

Capital Efficiency Dashboard

This dashboard shows how efficiently Vercom SA utilizes its equity to generate returns, including Return on Equity (ROE) and its components based on the DuPont analysis framework.

Capital Efficiency Insights

  • Current Return on Equity (ROE): 18.24%
  • The company demonstrates strong efficiency in generating profits from shareholder equity.
  • DuPont Analysis Breakdown:
  • • Net Profit Margin: 15.43%
  • • Asset Turnover: 0.79x
  • • Equity Multiplier: 1.49x
  • Recent ROE (18.24%) is below the historical average (34.42%), suggesting potential challenges in capital efficiency.

Historical Capital Efficiency Metrics

Year Return on Equity Net Profit Margin Asset Turnover Equity Multiplier Economic Value Added
2018 23.87% 10.50% 1.24x 1.84x zł3.57 Million
2019 83.52% 18.58% 1.22x 3.70x zł12.73 Million
2020 75.43% 13.52% 1.38x 4.06x zł16.84 Million
2021 11.02% 12.69% 0.60x 1.44x zł2.11 Million
2022 9.59% 12.07% 0.44x 1.79x zł-1.35 Million
2023 19.24% 20.87% 0.60x 1.53x zł33.81 Million
2024 18.24% 15.43% 0.79x 1.49x zł34.59 Million

Industry Comparison

This section compares Vercom SA's net assets metrics with peer companies in the Software - Application industry.

Industry Context

  • Industry: Software - Application
  • Average net assets among peers: $142,808,795
  • Average return on equity (ROE) among peers: -12.98%

Peer Company Comparison

Company Net Assets Return on Equity Debt-to-Equity Market Cap
Vercom SA (VRC) zł384.06 Million 23.87% 0.46x $168.94 Million
Asseco Business Solutions S.A. (ABS) $279.66 Million 17.93% 0.28x $334.91 Million
Asseco South Eastern Europe S.A. (ASE) $913.07 Million 12.70% 0.51x $371.57 Million
Brand 24 SA (B24) $1.70 Million -58.65% 5.61x $3.38 Million
Fabrity Holding S.A. (FAB) $31.86 Million 14.10% 0.87x $10.29 Million
LSI Software S.A. (LSI) $48.80 Million 5.65% 0.28x $11.05 Million
Nexity Global SA (NXG) $21.66 Million -200.79% 0.00x $846.64K
Quantum Software SA (QNT) $19.37 Million 15.58% 0.26x $1.22 Million
Shoper S.A. (SHO) $56.35 Million 46.59% 1.25x $76.80 Million
Spyrosoft S.A. (SPR) $46.83 Million 31.35% 0.76x $24.05 Million
Silvair Inc (SVRS) $8.79 Million -14.24% 0.50x $11.69 Million