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Capital Goods Polish Community

Our community narratives are driven by numbers and valuation.

Budimex - a diversified and flexible company

Budimex is the leading Polish company in the construction sector, accounting for about 57% of the overall WIG-construction index. Thanks to the diversification of its operations, the company has been able to occupy such a large share of the market.Read more

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PH

zł330

108.8% overvalued

Phetuvov's Fair Value

Revenue

3.12% p.a.

Profit Margin

8%

Future PE

15x

Price in 2029

zł510.7

Recently Updated Narratives

CO

composite32

Freehold: Offers a fantastic growth-income intersection up to $50 WTI. Below $50 WTI, it may offer historic opportunities in terms of ROI.

Fair Value: CA$19.38 18.7% undervalued

1

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CO

Coward_Nutlick

80-90% prob of success

Fair Value: US$100 91.8% undervalued

7

0

1

TO

ISRG at FV

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46

5

0

Popular Narratives

WE

WealthAP

The "Sleeping Giant" Stumbles, Then Wakes Up

Fair Value: US$82 30.6% undervalued

9.9k

78

6

34

AN

AnalystConsensusTarget

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10.2k

1031

6

30

OO

Undervalued Key Player in Magnets/Rare Earth

Fair Value: CA$25.33 23.3% undervalued

5k

50

0

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Trending Discussion

HT

HTM

I bought a block. Thank you for your analysis Agricola.

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RM

I sold CEVA at $31+ last October. They will report earnings report tonight, 01/13/26. I'm betting that the price will go past $27.00.

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US

Good analysis, however Excellon is most definitely not debt-free. Also they have only around a year of cash runway, which is scary as Mallay mine is yet to open and as such they have no production and are burning cash. Let's hope you're right though.

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