Narrative Update • Jun 26

The Financials industry is up 1.5% in the last week, with OTP Bank Nyrt up 1.4%. During this same period, the Budapesti Értéktozsde Nyilvánosan Muködo Részvénytársaság underperformed, falling 8.4%. This takes the industry's 12 month performance to a gain of 42%. Earnings are forecast to grow by 7.6% annually.
Has the Hungarian Financials Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 01 Jul 2026 | Ft13.4t | Ft3.8t | Ft1.3t | 7.4x | 10.4x | 3.5x |
| Fri, 29 May 2026 | Ft11.9t | Ft3.8t | Ft1.3t | 7.2x | 9.2x | 3.1x |
| Sun, 26 Apr 2026 | Ft12.3t | Ft3.7t | Ft1.4t | 8.4x | 9.1x | 3.3x |
| Tue, 24 Mar 2026 | Ft11.0t | Ft3.7t | Ft1.3t | 8.4x | 8.2x | 3x |
| Thu, 19 Feb 2026 | Ft12.2t | Ft3.6t | Ft1.3t | 9.3x | 9.5x | 3.4x |
| Sat, 17 Jan 2026 | Ft11.8t | Ft3.6t | Ft1.3t | 9.3x | 9.1x | 3.2x |
| Mon, 15 Dec 2025 | Ft11.2t | Ft3.6t | Ft1.3t | 9.9x | 8.7x | 3.1x |
| Wed, 12 Nov 2025 | Ft10.8t | Ft3.6t | Ft1.3t | 10x | 8.5x | 3x |
| Fri, 10 Oct 2025 | Ft10.3t | Ft3.6t | Ft1.3t | 10.2x | 8.2x | 2.9x |
| Sun, 07 Sep 2025 | Ft10.6t | Ft3.6t | Ft1.3t | 10.7x | 8.4x | 3x |
| Tue, 05 Aug 2025 | Ft10.1t | Ft3.5t | Ft1.2t | 11x | 8.3x | 2.9x |
| Thu, 03 Jul 2025 | Ft9.7t | Ft3.5t | Ft1.2t | 10.6x | 8x | 2.8x |
| Sat, 31 May 2025 | Ft9.5t | Ft3.5t | Ft1.2t | 10.6x | 7.9x | 2.8x |
| Mon, 28 Apr 2025 | Ft9.5t | Ft3.3t | Ft1.3t | 8.7x | 7.3x | 2.8x |
| Wed, 26 Mar 2025 | Ft9.7t | Ft3.3t | Ft1.3t | 10.2x | 7.5x | 2.9x |
| Fri, 21 Feb 2025 | Ft9.6t | Ft2.9t | Ft1.1t | 11.7x | 8.4x | 3.3x |
| Sun, 19 Jan 2025 | Ft9.4t | Ft2.9t | Ft1.1t | 9.5x | 8.4x | 3.3x |
| Tue, 17 Dec 2024 | Ft8.6t | Ft2.9t | Ft1.1t | 7.6x | 7.6x | 3x |
| Thu, 14 Nov 2024 | Ft8.3t | Ft2.9t | Ft1.2t | 6.9x | 7.1x | 2.9x |
| Sat, 12 Oct 2024 | Ft7.9t | Ft2.8t | Ft1.1t | 5.6x | 6.9x | 2.8x |
| Mon, 09 Sep 2024 | Ft7.7t | Ft2.8t | Ft1.1t | 7x | 6.8x | 2.7x |
| Wed, 07 Aug 2024 | Ft7.3t | Ft2.8t | Ft1.3t | 7.8x | 5.8x | 2.6x |
| Fri, 05 Jul 2024 | Ft7.6t | Ft2.8t | Ft1.3t | 8.1x | 6x | 2.7x |
| Sun, 02 Jun 2024 | Ft7.5t | Ft2.9t | Ft1.2t | 7.9x | 6x | 2.6x |
| Tue, 30 Apr 2024 | Ft7.8t | Ft2.8t | Ft1.2t | 7.3x | 6.4x | 2.7x |
| Thu, 28 Mar 2024 | Ft7.3t | Ft3.0t | Ft1.2t | 8.7x | 6x | 2.4x |
| Sat, 24 Feb 2024 | Ft7.6t | Ft2.9t | Ft1.2t | 8.7x | 6.5x | 2.6x |
| Mon, 22 Jan 2024 | Ft7.6t | Ft3.3t | Ft1.2t | 7.5x | 6.4x | 2.3x |
| Wed, 20 Dec 2023 | Ft7.4t | Ft3.3t | Ft1.2t | 6.7x | 6.2x | 2.2x |
| Fri, 17 Nov 2023 | Ft5.6t | Ft3.2t | Ft1.1t | 6.2x | 4.9x | 1.7x |
| Sun, 15 Oct 2023 | Ft5.4t | Ft3.3t | Ft1.0t | 6.5x | 5.2x | 1.6x |
| Tue, 12 Sep 2023 | Ft5.6t | Ft3.2t | Ft1.0t | 4.8x | 5.4x | 1.7x |
| Thu, 10 Aug 2023 | Ft6.5t | Ft2.7t | Ft665.8b | 6.8x | 9.7x | 2.4x |
| Sat, 08 Jul 2023 | Ft3.5t | Ft2.1t | Ft578.0b | 4.8x | 6x | 1.6x |
6x
Which industries have driven the changes within the Hungarian Financials sector?
| HU Market | 0.45% | |
| Financials | 1.53% | |
| Banks | 1.59% | |
| Mortgage Finance | 0% | 0 |
| Diversified Financial | 0% | 0 |
| Insurance | -1.89% | |
| Capital Markets | -5.46% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| OTP OTP Bank Nyrt | Ft45.97k | 1.5% +Ft177.9b | 67.2% | PB2.1x | |
| MBHJB MBH Jelzálogbank Nyilvánosan Muködo Részvénytársaság | Ft489.00 | 1.9% +Ft974.1m | -41.4% | PE6.6x | |
| O3PNRS O3 Partners | €8.45 | 3.0% +€708.1k | -0.6% | n/a | |
| STRT STRT Holding Nyrt | Ft920.00 | 2.2% +Ft103.2m | -1.1% | n/a | |
| AMIXA Amixa Holding Nyilvánosan Muködo Részvénytársaság | Ft240.00 | 0.8% +Ft26.0m | -29.8% | PE7.9x |