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CD Projekt SA (PL:CDR)
:CDR
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CD Projekt SA (CDR) AI Stock Analysis

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PL:CDR

CD Projekt SA

(CDR)

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Rating:63Neutral
Price Target:
zł274.00
▲(16.84% Upside)
Action:N/A
Date:09/16/25
The strongest contributor to the score is the company’s outstanding financial quality, especially in margins, low leverage, and efficient cash conversion. However, recent declines in revenue and cash flow, combined with an elevated valuation and lack of technical momentum data, weigh on the overall rating. Investors should note that high profitability provides a solid base but near-term growth uncertainty and a premium price-to-earnings ratio present risks. In the absence of technical and earnings call data, further clarity on market sentiment and future guidance is unavailable.
Positive Factors
Strong Profit Margins
High profit margins indicate effective cost management and strong pricing power, supporting long-term financial stability and profitability.
Negative Factors
Revenue Decline
Declining revenue may indicate challenges in market demand or competition, potentially impacting future growth and profitability.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong Profit Margins
High profit margins indicate effective cost management and strong pricing power, supporting long-term financial stability and profitability.
Read all positive factors

CD Projekt SA (CDR) vs. SPDR S&P 500 ETF (SPY)

CD Projekt SA Business Overview & Revenue Model

Company Description
CD Projekt S.A., alongside its affiliated companies, operates as a global entity specializing in the creation, publication, and digital distribution of video games for both personal computers and consoles. The company organizes its operations into...
How the Company Makes Money
CD Projekt generates revenue primarily through the sale of its video games, both physical and digital. The company benefits from a robust pricing strategy, including standard editions, special editions, and downloadable content (DLC) expansions th...

CD Projekt SA Earnings Call Summary

Earnings Call Date:May 28, 2025
(Q1-2025)
|
% Change Since: |
Next Earnings Date:Sep 02, 2026
Earnings Call Sentiment Positive
The earnings call presented several positive highlights, such as the launch of Cyberpunk 2077 on Nintendo Switch 2, strong sales for Phantom Liberty and The Witcher 3, and solid financial performance with increased net profit. However, the stable revenue performance, high income tax, and increased operating costs present challenges. Overall, the positive developments outweigh the lowlights.
Positive Updates
Cyberpunk 2077 Launch on Nintendo Switch 2
Cyberpunk 2077 Ultimate Edition will be a launch title for the Nintendo Switch 2, marking the first time one of CD PROJEKT's games will be a launch title on a new platform.
Negative Updates
Stable Revenue Performance
Group sales revenue for Q1 2025 reached PLN 226 million, essentially the same as the corresponding period last year, indicating no growth.
Read all updates
Q1-2025 Updates
Negative
Cyberpunk 2077 Launch on Nintendo Switch 2
Cyberpunk 2077 Ultimate Edition will be a launch title for the Nintendo Switch 2, marking the first time one of CD PROJEKT's games will be a launch title on a new platform.
Read all positive updates
Company Guidance
During the CD PROJEKT's Q1 2025 Earnings Conference Call, the management highlighted several key metrics and milestones. The company announced a significant milestone with the Phantom Liberty expansion, which surpassed 10 million copies sold worldwide since its release in September 2023. Additionally, The Witcher 3: Wild Hunt reached over 60 million global sales, generating an impressive PLN2.4 billion in revenue over the past decade. The fiscal results for Q1 2025 showed group sales revenue of PLN226 million, with an EBIT of nearly PLN96 million, marking an 18% increase from the previous year. The net profit for this quarter was PLN86 million, with a net profitability of 38% for the group and 47% for CD Projekt Red alone. Furthermore, the company announced a proposed dividend of nearly PLN100 million and a share buyback involving up to 89,601 shares, valued at around PLN20 million. The development teams have expanded to over 730 developers, with 420 focused on The Witcher 4 and the Cyberpunk 2 team entering preproduction. The company anticipates that the launch of Cyberpunk 2077 Ultimate Edition on the Nintendo Switch 2 will significantly impact Q2 2025 sales.

CD Projekt SA Financial Statement Overview

Summary
CD Projekt SA demonstrates industry-leading profitability and exceptionally high margins alongside very low leverage and strong solvency. However, recent annual revenue and cash flow contraction introduce near-term growth volatility and strategic uncertainty, limiting the upside for the financial performance score.
Income Statement
75
Positive
Balance Sheet
80
Positive
Cash Flow
68
Positive
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Mar 2022
Income Statement
Total Revenue831.79M866.99M985.03M1.23B952.58M888.17M
Gross Profit774.73M777.32M737.88M849.63M708.60M637.94M
EBITDA524.85M529.51M553.95M553.33M514.32M329.12M
Net Income547.04M526.83M469.87M481.11M347.09M208.91M
Balance Sheet
Total Assets3.64B3.50B3.04B2.61B2.27B2.16B
Cash, Cash Equivalents and Short-Term Investments576.78M634.93M1.19B878.98M894.67M984.35M
Total Debt20.68M26.04M20.15M20.04M28.46M46.88M
Total Liabilities230.69M213.46M241.76M209.95M240.72M264.38M
Stockholders Equity3.41B3.29B2.80B2.40B2.03B1.89B
Cash Flow
Free Cash Flow239.05M538.40M423.37M280.07M149.93M784.46M
Operating Cash Flow625.20M637.92M521.30M610.88M406.03M967.83M
Investing Cash Flow-672.82M-522.25M-470.55M-607.35M-335.61M-613.79M
Financing Cash Flow-127.13M-126.44M-103.92M-103.31M-204.18M-505.78M

CD Projekt SA Technical Analysis

Technical Analysis Sentiment
Positive
Last Price234.50
Price Trends
50DMA
230.74
Positive
100DMA
244.12
Positive
200DMA
246.13
Positive
Market Momentum
MACD
-0.63
Positive
RSI
42.42
Neutral
STOCH
23.11
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For PL:CDR, the sentiment is Positive. The current price of 234.5 is below the 20-day moving average (MA) of 235.29, above the 50-day MA of 230.74, and below the 200-day MA of 246.13, indicating a bullish trend. The MACD of -0.63 indicates Positive momentum. The RSI at 42.42 is Neutral, neither overbought nor oversold. The STOCH value of 23.11 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for PL:CDR.

CD Projekt SA Peers Comparison

Overall Rating
UnderperformOutperform
Sector (60)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
68
Neutral
zł657.04M10.7929.32%18.06%-5.00%-17.83%
63
Neutral
zł25.27B45.6017.31%0.44%-15.52%19.89%
60
Neutral
$48.67B4.58-11.27%4.14%2.83%-41.78%
53
Neutral
zł465.25M9.9628.89%96.10%364.32%
51
Neutral
zł323.42M30.214.40%0.43%394.23%
41
Neutral
zł544.87M568.180.48%-5.40%
* Communication Services Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
PL:CDR
CD Projekt SA
249.90
2.60
1.05%
PL:11B
11 Bit Studios SA
132.00
-52.00
-28.26%
PL:BLO
Bloober Team spolka akcyjna
24.20
-5.80
-19.33%
PL:CIG
CI Games S.A.
2.50
-0.57
-18.57%
PL:TEN
Ten Square Games SA
107.00
35.68
50.02%
PL:PLW
PlayWay SA
243.00
-8.51
-3.39%
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.Date of analysis: Sep 16, 2025