Wikana S.A. (WSE:WIK) Shares Fly 31% But Investors Aren't Buying For Growth
Apr 01
Polish (WIG) Consumer Durables Industry Analysis
UpdatedMay 16, 2024
DataAggregated Company Financials
Companies16
- 7D1.8%
- 3M14.9%
- 1Y30.2%
- YTD17.7%
Over the last 7 days, the Consumer Durables industry has remained flat, although notably Dom Development gained 3.2%. The past year has been better, since the industry has gained 29% in that time. As for the next few years, earnings are expected to grow by 13% per annum.
Industry Valuation and Performance
Has the Polish Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 16 May 2024 | zł12.5b | zł11.1b | zł1.3b | 9.1x | 9.6x | 1.1x |
| Sat, 13 Apr 2024 | zł12.0b | zł11.1b | zł1.3b | 8.1x | 9.2x | 1.1x |
| Mon, 11 Mar 2024 | zł11.0b | zł10.3b | zł1.1b | 10.1x | 10.3x | 1.1x |
| Wed, 07 Feb 2024 | zł11.3b | zł10.3b | zł1.1b | 10.1x | 10.6x | 1.1x |
| Fri, 05 Jan 2024 | zł11.1b | zł10.3b | zł1.1b | 9.6x | 10.2x | 1.1x |
| Sun, 03 Dec 2023 | zł11.0b | zł10.2b | zł1.1b | 10.2x | 10.3x | 1.1x |
| Tue, 31 Oct 2023 | zł10.5b | zł10.5b | zł1.1b | 10.6x | 9.9x | 1x |
| Thu, 28 Sep 2023 | zł10.1b | zł10.5b | zł1.1b | 10.4x | 9.6x | 1x |
| Sat, 26 Aug 2023 | zł10.2b | zł10.8b | zł1.0b | 9.5x | 9.9x | 0.9x |
| Mon, 24 Jul 2023 | zł9.3b | zł10.8b | zł1.0b | 8.3x | 9x | 0.9x |
| Wed, 21 Jun 2023 | zł8.8b | zł10.8b | zł1.0b | 8.1x | 8.5x | 0.8x |
| Fri, 19 May 2023 | zł8.7b | zł10.9b | zł1.0b | 6.9x | 8.4x | 0.8x |
| Sun, 16 Apr 2023 | zł8.6b | zł11.1b | zł1.1b | 7.3x | 7.8x | 0.8x |
| Tue, 14 Mar 2023 | zł7.6b | zł11.1b | zł1.1b | 9.5x | 7x | 0.7x |
| Thu, 09 Feb 2023 | zł7.1b | zł11.1b | zł1.1b | 8.7x | 6.7x | 0.6x |
| Sat, 07 Jan 2023 | zł6.7b | zł11.1b | zł1.1b | 8.2x | 6.3x | 0.6x |
| Mon, 05 Dec 2022 | zł6.4b | zł11.2b | zł1.1b | 7.9x | 5.8x | 0.6x |
| Wed, 02 Nov 2022 | zł5.8b | zł11.3b | zł1.2b | 5.5x | 4.8x | 0.5x |
| Fri, 30 Sep 2022 | zł6.0b | zł11.3b | zł1.2b | 5.5x | 4.9x | 0.5x |
| Sun, 28 Aug 2022 | zł6.4b | zł11.2b | zł1.3b | 5.3x | 4.9x | 0.6x |
| Tue, 26 Jul 2022 | zł6.1b | zł10.8b | zł1.2b | 6x | 5.1x | 0.6x |
| Thu, 23 Jun 2022 | zł7.1b | zł10.8b | zł1.2b | 5.8x | 5.9x | 0.7x |
| Sat, 21 May 2022 | zł7.7b | zł11.2b | zł1.3b | 5.9x | 6.1x | 0.7x |
| Mon, 18 Apr 2022 | zł8.1b | zł11.1b | zł1.2b | 7.5x | 6.6x | 0.7x |
| Wed, 16 Mar 2022 | zł7.9b | zł11.0b | zł1.3b | 7x | 6.2x | 0.7x |
| Fri, 11 Feb 2022 | zł8.7b | zł11.1b | zł1.3b | 7.6x | 6.8x | 0.8x |
| Sun, 09 Jan 2022 | zł9.4b | zł11.1b | zł1.3b | 8.1x | 7.3x | 0.8x |
| Tue, 07 Dec 2021 | zł9.2b | zł11.1b | zł1.3b | 7.5x | 7.2x | 0.8x |
| Thu, 04 Nov 2021 | zł9.9b | zł10.9b | zł1.3b | 8.4x | 7.7x | 0.9x |
| Sat, 02 Oct 2021 | zł10.2b | zł10.8b | zł1.3b | 9x | 8.1x | 0.9x |
| Mon, 30 Aug 2021 | zł10.8b | zł10.5b | zł1.2b | 9.6x | 8.7x | 1x |
| Tue, 06 Jul 2021 | zł10.8b | zł10.5b | zł1.2b | 9.9x | 8.7x | 1x |
Price to Earnings Ratio
9.4x
Current Industry PE
- Investors are optimistic on the Polish Consumer Durables industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 9.5x which is higher than its 3-year average PE of 7.8x.
- The 3-year average PS ratio of 0.83x is lower than the industry's current PS ratio of 1.1x.
Past Earnings Growth
- The earnings for companies in the Consumer Durables industry have grown 2.6% per year over the last three years.
- Revenues for these companies have grown 2.3% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Polish Consumer Discretionary industry?
| PL Market | 0.23% | |
| Consumer Discretionary | 5.45% | |
| Consumer Durables | 1.75% | |
| Housewares and Specialties | 7.94% | |
| Household Appliances | 6.12% | |
| Home Furnishings | 2.92% | |
| Homebuilding | 1.07% | |
| Consumer Electronics | 0.93% | |
Industry PE
- Investors are most optimistic about the Consumer Electronics industry which is trading above its 3-year average PE ratio of 28.1x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted Growth
- Analysts are most optimistic on the Household Appliances industry, expecting annual earnings growth of 99% over the next 5 years.
- This is better than its past earnings growth rate of 13% per year.
- In contrast, the Home Furnishings industry is expected to see its earnings decline by 4.2% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| DOM Dom Development | zł189.20 | 5.7% +zł263.1m | 32.3% | PE10.6x | |
| ARH Archicom | zł34.90 | 4.2% +zł81.9m | 61.6% | PE8.4x | |
| DCR Decora | zł65.80 | 7.9% +zł50.6m | 77.8% | PE11.8x | |
| TOA TOYA | zł8.17 | 7.8% +zł44.3m | 36.2% | PE8.6x | |
| RCA Rocca | zł8.80 | 60.0% +zł34.1m | 152.9% | PB37.9x |