Narrative Update • Jun 10

The Homebuilding industry has stayed flat over the last week. As for the the longer term, the industry is up 6.3% over the past 12 months. Earnings are forecast to grow by 9.9% annually.
Has the Polish Homebuilding Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 24 Jun 2026 | zł12.6b | zł6.4b | zł1.2b | 15.1x | 10.9x | 2x |
| Fri, 22 May 2026 | zł13.0b | zł5.6b | zł979.2m | 15.8x | 13.2x | 2.3x |
| Sun, 19 Apr 2026 | zł12.3b | zł5.4b | zł944.8m | 15x | 13.1x | 2.3x |
| Tue, 17 Mar 2026 | zł11.6b | zł5.2b | zł887.9m | 14x | 13.1x | 2.2x |
| Thu, 12 Feb 2026 | zł13.0b | zł5.2b | zł919.9m | 14.4x | 14.1x | 2.5x |
| Sat, 10 Jan 2026 | zł12.6b | zł5.2b | zł919.8m | 14.7x | 13.7x | 2.4x |
| Mon, 08 Dec 2025 | zł12.2b | zł5.2b | zł923.3m | 12.3x | 13.2x | 2.3x |
| Wed, 05 Nov 2025 | zł12.0b | zł5.2b | zł951.7m | 10.7x | 12.7x | 2.3x |
| Fri, 03 Oct 2025 | zł11.8b | zł5.2b | zł943.9m | 10.1x | 12.5x | 2.3x |
| Sun, 31 Aug 2025 | zł11.9b | zł5.0b | zł898.5m | 10.7x | 13.2x | 2.4x |
| Tue, 29 Jul 2025 | zł12.1b | zł5.1b | zł894.5m | 10.9x | 13.5x | 2.4x |
| Thu, 26 Jun 2025 | zł11.5b | zł5.1b | zł901.6m | 7.9x | 12.8x | 2.2x |
| Sat, 24 May 2025 | zł11.6b | zł5.5b | zł1.0b | 8.1x | 11.5x | 2.1x |
| Mon, 21 Apr 2025 | zł11.0b | zł5.7b | zł1.1b | 7.5x | 10.1x | 1.9x |
| Wed, 19 Mar 2025 | zł10.3b | zł6.3b | zł1.3b | 6.1x | 8.2x | 1.6x |
| Fri, 14 Feb 2025 | zł9.9b | zł6.3b | zł1.3b | 5.5x | 7.8x | 1.6x |
| Sun, 12 Jan 2025 | zł9.8b | zł6.3b | zł1.3b | 6x | 7.7x | 1.6x |
| Tue, 10 Dec 2024 | zł10.1b | zł6.2b | zł1.2b | 7x | 8.2x | 1.6x |
| Thu, 07 Nov 2024 | zł9.5b | zł5.7b | zł1.2b | 7.5x | 8.2x | 1.7x |
| Sat, 05 Oct 2024 | zł9.3b | zł5.7b | zł1.1b | 7.4x | 8.1x | 1.6x |
| Mon, 02 Sep 2024 | zł8.6b | zł5.8b | zł1.2b | 5.9x | 7.2x | 1.5x |
| Wed, 31 Jul 2024 | zł8.6b | zł5.6b | zł1.2b | 6x | 7.4x | 1.5x |
| Fri, 28 Jun 2024 | zł9.4b | zł5.6b | zł1.2b | 7.2x | 8.1x | 1.7x |
| Sun, 26 May 2024 | zł10.8b | zł5.4b | zł1.1b | 9.3x | 9.7x | 2x |
| Tue, 23 Apr 2024 | zł9.7b | zł5.3b | zł1.1b | 8x | 8.9x | 1.8x |
| Thu, 21 Mar 2024 | zł8.8b | zł4.4b | zł898.8m | 7.9x | 9.8x | 2x |
| Sat, 17 Feb 2024 | zł8.3b | zł4.3b | zł849.1m | 8x | 9.8x | 2x |
| Mon, 15 Jan 2024 | zł8.6b | zł4.2b | zł838.9m | 7.3x | 10.2x | 2x |
| Wed, 13 Dec 2023 | zł8.5b | zł4.2b | zł831.9m | 8.6x | 10.2x | 2x |
| Fri, 10 Nov 2023 | zł8.1b | zł4.3b | zł849.4m | 9.8x | 9.5x | 1.9x |
| Sun, 08 Oct 2023 | zł7.9b | zł4.3b | zł849.4m | 10.2x | 9.3x | 1.8x |
| Tue, 05 Sep 2023 | zł8.2b | zł4.4b | zł805.2m | 10x | 10.2x | 1.9x |
| Thu, 03 Aug 2023 | zł6.9b | zł4.5b | zł836.0m | 8.3x | 8.3x | 1.5x |
| Sat, 01 Jul 2023 | zł6.2b | zł4.5b | zł836.0m | 7.4x | 7.4x | 1.4x |
7.4x
How does Polish Homebuilding compare with similar industries?
| PL Market | -2.29% | |
| Consumer Discretionary | 1.00% | |
| Consumer Durables | 0.75% | |
| Homebuilding | 0.95% | |
| Home Furnishings | 0.71% | |
| Consumer Electronics | 0% | 0 |
| Housewares and Specialties | 0% | 0 |
| Household Appliances | -1.43% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| DOM Dom Development | zł253.00 | 1.6% +zł103.2m | 9.1% | PE9.5x | |
| ARH Archicom | zł53.00 | 1.5% +zł46.8m | 12.8% | PE15.7x | |
| WIK Wikana | zł8.85 | 7.3% +zł11.9m | 34.1% | PE17.5x | |
| ADX Adatex | zł1.49 | 6.4% +zł5.8m | 14.6% | PE15.9x |