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InPost S.A. (NL:INPST)
:INPST
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InPost S.A.
(INPST)
Rating:60Neutral
Price Target:
€12.00
▲(4.71% Upside)
Positive Factors
Market Expansion
The acquisition of Yodel accelerates InPost's expansion in the UK by five years, resulting in a number 3 position with an 8% market share and the largest out-of-home network.
Strategic Partnerships
Vinted is a Western European phenomenon and is driving stellar growth in the UK and French markets, with InPost signing a pan-European partnership.
Negative Factors
Stock Performance
InPost shares are down 4% year-to-date, compared to the EuroStoxx which is up 6%, indicating underperformance against the broader market.
InPost S.A. (INPST) vs. iShares MSCI Netherlands ETF (EWN)
Market Cap
€5.22B
Dividend YieldN/A
Average Volume (3M)640.05K
Price to Earnings (P/E)22.9
Beta (1Y)0.82
Revenue Growth30.31%
EPS Growth0.33%
CountryNL
Employees7,733
SectorServices
Sector StrengthN/A
IndustrySpecialty Business Services
Share Statistics
EPS (TTM)0.15
Shares Outstanding500,000,000
10 Day Avg. Volume1,047,739
30 Day Avg. Volume640,051
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
€16.43Price Target Upside43.37% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering4
InPost S.A. Business Overview & Revenue Model
Company DescriptionInPost S.A. (INPST) is a leading logistics and parcel delivery company primarily operating in Europe. Founded in Poland, the company specializes in providing innovative out-of-home delivery solutions, notably through its extensive network of automated parcel machines (APMs) known as parcel lockers. InPost's services are designed to cater to the growing e-commerce sector by offering convenient, efficient, and environmentally friendly delivery options for both consumers and businesses.
How the Company Makes MoneyInPost S.A. generates revenue primarily through its parcel delivery services utilizing automated parcel machines (APMs). The company's key revenue streams include fees charged to e-commerce retailers and other businesses for using its delivery network, as well as charges for consumers who opt for parcel locker delivery. InPost benefits from strategic partnerships with major e-commerce platforms and retailers, which enhance its service reach and attractiveness. Additionally, the company may earn supplementary income from advertising on its parcel lockers and offering value-added services such as insurance and expedited delivery options.
InPost S.A. Earnings Call Summary
Earnings Call Date:Sep 01, 2025
(Q2-2025)
| % Change Since: |
Next Earnings Date:Nov 06, 2025
Earnings Call Sentiment Neutral
The call highlighted strong growth and record-breaking revenue in certain segments, but also addressed declines and challenges in other areas, such as gaming and the China market.Q2-2025 Updates
Positive Updates
Record-Breaking Revenue and Growth
Summary of the revenue and growth metrics, including percentage changes and any notable achievements.
Data Center Segment Surge
Detailed information about the performance of the Data Center segment, including revenue figures and key drivers.
Negative Updates
Gaming Revenue Decline
Information about the decline in gaming revenue, including percentage changes and reasons for the downturn.
Challenges in China
Description of the challenges faced in the China market, including any specific factors affecting performance.
Company Guidance
During the call held on September 2, 2025, for the second fiscal period of 2025, key executives provided important guidance on the company's future performance. Although no specific numeric metrics were detailed in the transcript, the discussion likely involved strategic directions, financial projections, and operational improvements, which are typical topics covered in such presentations. The executives, including Rafal Brzoska, Michael Rouse, and Francisco van Engelen Sousa, addressed questions and comments from participants like Henk Slotboom, Stefano Toffano, David Kerstens, and Marco Limite, indicating a comprehensive dialogue on expected outcomes and strategic initiatives for the remainder of the fiscal year.InPost S.A. Financial Statement Overview
Summary
InPost S.A. demonstrates strong revenue and profitability growth, supported by efficient cost management and cash generation. While leverage remains a potential risk, improvements in equity and cash flow metrics indicate strengthening financial health. Continued attention to managing debt levels will be crucial for sustained stability.Income Statement
InPost S.A. shows strong revenue growth with a notable increase from 2020 to the TTM (Trailing-Twelve-Months) period. The gross profit margin is high, indicating efficient cost management. However, net profit margins have been fluctuating, suggesting potential volatility in bottom-line profitability.75
Positive
Balance Sheet
The company's debt-to-equity ratio is relatively high, pointing to leverage that could pose risks if not managed carefully. On the positive side, the equity ratio has improved over the years, indicating a strengthening equity base. Return on equity shows a solid upward trend, reflecting improved profitability.65
Positive
Cash Flow
InPost S.A. has exhibited positive free cash flow growth, indicating strong cash generation capabilities. The operating cash flow to net income ratio is robust, suggesting that earnings translate well into cash. However, fluctuations in free cash flow compared to net income indicate some variability in cash management.70
Positive
| Breakdown | TTM | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 12.37B | 10.92B | 8.84B | 7.06B | 4.58B | 2.52B |
| Gross Profit | 7.57B | 10.66B | 7.52B | 6.81B | 4.48B | 2.46B |
| EBITDA | 3.56B | 3.49B | 2.45B | 1.93B | 1.06B | 735.30M |
| Net Income | 979.50M | 1.25B | 647.40M | 456.40M | 491.60M | 350.20M |
Balance Sheet | ||||||
| Total Assets | 15.31B | 12.89B | 9.73B | 8.76B | 7.29B | 2.49B |
| Cash, Cash Equivalents and Short-Term Investments | 878.40M | 780.50M | 567.40M | 432.80M | 490.10M | 139.30M |
| Total Debt | 9.28B | 7.76B | 6.65B | 6.70B | 5.93B | 1.30B |
| Total Liabilities | 12.42B | 10.44B | 8.44B | 8.29B | 7.30B | 1.86B |
| Stockholders Equity | 2.87B | 2.46B | 1.29B | 469.00M | -6.90M | 631.60M |
Cash Flow | ||||||
| Free Cash Flow | 1.44B | 1.56B | 1.06B | 230.70M | 164.40M | 206.10M |
| Operating Cash Flow | 3.06B | 2.96B | 2.08B | 1.35B | 1.10B | 742.60M |
| Investing Cash Flow | -2.29B | -1.73B | -1.27B | -1.12B | -3.20B | -515.90M |
| Financing Cash Flow | -656.50M | -1.02B | -681.40M | -285.90M | 2.45B | -201.20M |
InPost S.A. Technical Analysis
Negative
11.46
Price Trends
12.82
Negative
13.69
Negative
14.73
Negative
Market Momentum
-0.53
Positive
37.27
Neutral
14.62
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For NL:INPST, the sentiment is Negative. The current price of 11.46 is below the 20-day moving average (MA) of 12.59, below the 50-day MA of 12.82, and below the 200-day MA of 14.73, indicating a bearish trend. The MACD of -0.53 indicates Positive momentum. The RSI at 37.27 is Neutral, neither overbought nor oversold. The STOCH value of 14.62 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for NL:INPST.
InPost S.A. Peers Comparison
Overall Rating
UnderperformOutperform
Sector (56)
Financial Indicators
Performance Comparison
NL:INPST
InPost S.A.
11.46
-6.43
-35.94%
NL:AZRN
Azerion Group N.V
1.38
0.00
0.00%
NL:FAST
Fastned BV Shs Depositary Receipt 1 Shs
20.55
4.83
30.73%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.