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Polish (WIG) Consumer Durables Industry Analysis
UpdatedNov 21, 2024
DataAggregated Company Financials
Companies16
- 7D1.7%
- 3M17.0%
- 1Y17.5%
- YTD16.7%
Over the last 7 days, the Consumer Durables industry has risen 1.7%, driven by gains from Dom Development of 2.9%. During this same period, the Decora underperformed, falling 5.2%. This takes the industry's 12 month performance to a gain of 18%. Looking forward, earnings are forecast to grow by 14% annually.
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, 21 Nov 2024 | zł12.4b | zł11.4b | zł1.3b | 8.2x | 9.3x | 1.1x |
| Sat, 19 Oct 2024 | zł12.1b | zł11.0b | zł1.3b | 9.1x | 9.7x | 1.1x |
| Mon, 16 Sep 2024 | zł10.9b | zł11.2b | zł1.3b | 8.5x | 8.7x | 1x |
| Wed, 14 Aug 2024 | zł10.8b | zł11.1b | zł1.3b | 8.1x | 8.5x | 1x |
| Fri, 12 Jul 2024 | zł11.8b | zł11.1b | zł1.3b | 9x | 9.4x | 1.1x |
| Sun, 09 Jun 2024 | zł12.2b | zł11.3b | zł1.4b | 8.9x | 8.9x | 1.1x |
| Tue, 07 May 2024 | zł12.2b | zł11.1b | zł1.3b | 8.9x | 9.4x | 1.1x |
| Thu, 04 Apr 2024 | zł11.9b | zł10.6b | zł1.1b | 10x | 10.3x | 1.1x |
| Sat, 02 Mar 2024 | zł11.0b | zł10.1b | zł984.0m | 9.9x | 11.1x | 1.1x |
| Mon, 29 Jan 2024 | zł11.2b | zł10.3b | zł1.1b | 10x | 10.5x | 1.1x |
| Wed, 27 Dec 2023 | zł10.8b | zł10.3b | zł1.1b | 9.7x | 10x | 1.1x |
| Fri, 24 Nov 2023 | zł10.8b | zł10.4b | zł1.1b | 10.1x | 10.2x | 1x |
| Sun, 22 Oct 2023 | zł10.3b | zł10.5b | zł1.1b | 10.5x | 9.7x | 1x |
| Tue, 19 Sep 2023 | zł10.8b | zł10.5b | zł1.1b | 10.9x | 10.2x | 1x |
| Thu, 17 Aug 2023 | zł9.4b | zł10.8b | zł1.0b | 8.9x | 9.1x | 0.9x |
| Sat, 15 Jul 2023 | zł9.4b | zł10.8b | zł1.0b | 8.4x | 9.1x | 0.9x |
| Mon, 12 Jun 2023 | zł8.8b | zł10.8b | zł1.0b | 8x | 8.5x | 0.8x |
| Wed, 10 May 2023 | zł8.5b | zł11.1b | zł1.1b | 7.2x | 7.8x | 0.8x |
| Fri, 07 Apr 2023 | zł8.0b | zł11.4b | zł1.2b | 7.6x | 6.9x | 0.7x |
| Sun, 05 Mar 2023 | zł7.4b | zł11.1b | zł1.1b | 8.8x | 6.9x | 0.7x |
| Tue, 31 Jan 2023 | zł6.9b | zł11.1b | zł1.1b | 8.4x | 6.4x | 0.6x |
| Thu, 29 Dec 2022 | zł6.5b | zł11.1b | zł1.1b | 8x | 6x | 0.6x |
| Sat, 26 Nov 2022 | zł6.2b | zł11.2b | zł1.1b | 7.9x | 5.6x | 0.6x |
| Mon, 24 Oct 2022 | zł5.7b | zł11.3b | zł1.2b | 5.4x | 4.7x | 0.5x |
| Wed, 21 Sep 2022 | zł6.1b | zł11.3b | zł1.2b | 5.8x | 5x | 0.5x |
| Fri, 19 Aug 2022 | zł6.5b | zł10.9b | zł1.3b | 5.2x | 5.1x | 0.6x |
| Sun, 17 Jul 2022 | zł6.1b | zł10.8b | zł1.2b | 6x | 5.1x | 0.6x |
| Tue, 14 Jun 2022 | zł7.2b | zł10.7b | zł1.1b | 5.7x | 6.2x | 0.7x |
| Thu, 12 May 2022 | zł7.2b | zł11.1b | zł1.2b | 6.9x | 5.9x | 0.7x |
| Sat, 09 Apr 2022 | zł8.1b | zł11.1b | zł1.2b | 7.4x | 6.6x | 0.7x |
| Mon, 07 Mar 2022 | zł7.9b | zł11.0b | zł1.3b | 7.1x | 6.2x | 0.7x |
| Wed, 02 Feb 2022 | zł8.8b | zł11.1b | zł1.3b | 8x | 6.9x | 0.8x |
| Fri, 31 Dec 2021 | zł9.2b | zł11.1b | zł1.3b | 7.5x | 7.2x | 0.8x |
| Sun, 28 Nov 2021 | zł8.9b | zł11.1b | zł1.3b | 7.4x | 6.7x | 0.8x |
Price to Earnings Ratio
6.7x
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 9.3x which is higher than its 3-year average PE of 7.9x.
- The 3-year average PS ratio of 0.84x is lower than the industry's current PS ratio of 1.1x.
Past Earnings Growth
- Both revenue and earnings for companies in the Consumer Durables industry have remained mostly flat over the last three years.
- This means that sales and the cost of doing business have remained relatively consistent over this period and subsequently, so have profits.
Industry Trends
Which industries have driven the changes within the Polish Consumer Discretionary industry?
| PL Market | -3.15% | |
| Consumer Discretionary | -3.88% | |
| Consumer Durables | 1.71% | |
| Household Appliances | 2.83% | |
| Homebuilding | 2.16% | |
| Housewares and Specialties | 0% | |
| Home Furnishings | -1.83% | |
| Consumer Electronics | -7.83% | |
Industry PE
- Investors are most optimistic about the Housewares and Specialties industry which is trading above its 3-year average PE ratio of 2kx.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Homebuilding industry, which is trading close to its 3-year average of 7.3x.
Forecasted Growth
- Analysts are most optimistic on the Home Furnishings industry, expecting annual earnings growth of 88% over the next 5 years.
- This is better than its past earnings growth rate of 17% per year.
- In contrast, the Homebuilding industry is expected to see its earnings grow by 6.3% 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 | zł199.20 | 2.9% +zł144.5m | 26.1% | PE10.4x | |
| ARH Archicom | zł35.00 | 3.9% +zł76.0m | 48.9% | PE8.1x | |
| AMC Amica | zł62.60 | 4.3% +zł19.9m | -15.1% | PS0.2x | |
| TOA TOYA | zł7.64 | 1.6% +zł9.0m | -1.0% | PE8.2x | |
| ADX Adatex | zł0.27 | 8.9% +zł6.2m | 157.1% | PE8.3x |
