Narrative Update • May 05

In the last week, the Homebuilding industry is up 1.2%, with Archicom up 2.7%. Meanwhile, Lokaty Budowlane actually underperformed within the industry, shrinking 9.1% in the last week. In the last 12 months, the industry was up 7.6%. Looking forward, earnings are forecast to grow by 17% annually.
Has the Polish Homebuilding Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 10 May 2026 | zł12.8b | zł5.4b | zł945.0m | 15.3x | 13.5x | 2.4x |
| Tue, 07 Apr 2026 | zł11.5b | zł5.4b | zł946.9m | 14.3x | 12.2x | 2.1x |
| Thu, 05 Mar 2026 | zł12.0b | zł5.2b | zł920.3m | 13.5x | 13x | 2.3x |
| Sat, 31 Jan 2026 | zł12.5b | zł5.2b | zł919.8m | 13.7x | 13.6x | 2.4x |
| Mon, 29 Dec 2025 | zł11.8b | zł5.2b | zł919.9m | 13.8x | 12.9x | 2.3x |
| Wed, 26 Nov 2025 | zł12.6b | zł5.3b | zł962.9m | 12.4x | 13x | 2.4x |
| Fri, 24 Oct 2025 | zł11.7b | zł5.2b | zł951.5m | 10.5x | 12.3x | 2.3x |
| Sun, 21 Sep 2025 | zł11.6b | zł5.2b | zł955.3m | 10.2x | 12.2x | 2.2x |
| Tue, 19 Aug 2025 | zł12.0b | zł5.1b | zł894.4m | 11.5x | 13.4x | 2.4x |
| Thu, 17 Jul 2025 | zł11.9b | zł5.1b | zł894.5m | 11.1x | 13.3x | 2.3x |
| Sat, 14 Jun 2025 | zł12.0b | zł5.1b | zł901.8m | 8.2x | 13.3x | 2.3x |
| Mon, 12 May 2025 | zł11.9b | zł5.7b | zł1.1b | 8x | 11x | 2.1x |
| Wed, 09 Apr 2025 | zł10.8b | zł5.7b | zł1.1b | 7.3x | 10x | 1.9x |
| Fri, 07 Mar 2025 | zł9.8b | zł6.3b | zł1.3b | 6.2x | 7.7x | 1.6x |
| Sun, 02 Feb 2025 | zł10.2b | zł6.3b | zł1.3b | 5.9x | 8.1x | 1.6x |
| Tue, 31 Dec 2024 | zł9.6b | zł6.3b | zł1.3b | 5.8x | 7.6x | 1.5x |
| Thu, 28 Nov 2024 | zł9.7b | zł6.2b | zł1.2b | 7.6x | 7.8x | 1.6x |
| Sat, 26 Oct 2024 | zł9.5b | zł5.7b | zł1.2b | 7.6x | 8.2x | 1.7x |
| Mon, 23 Sep 2024 | zł8.7b | zł5.7b | zł1.1b | 7x | 7.6x | 1.5x |
| Wed, 21 Aug 2024 | zł8.2b | zł5.6b | zł1.2b | 5.6x | 7x | 1.5x |
| Fri, 19 Jul 2024 | zł8.7b | zł5.6b | zł1.2b | 6x | 7.5x | 1.6x |
| Sun, 16 Jun 2024 | zł9.5b | zł5.6b | zł1.2b | 6.7x | 8.2x | 1.7x |
| Tue, 14 May 2024 | zł9.7b | zł5.3b | zł1.1b | 8.2x | 9x | 1.8x |
| Thu, 11 Apr 2024 | zł9.4b | zł5.3b | zł1.1b | 7.7x | 8.7x | 1.8x |
| Sat, 09 Mar 2024 | zł8.4b | zł4.3b | zł849.6m | 7.8x | 9.9x | 2x |
| Mon, 05 Feb 2024 | zł8.7b | zł4.2b | zł838.9m | 7.3x | 10.4x | 2.1x |
| Wed, 03 Jan 2024 | zł8.0b | zł4.2b | zł838.9m | 6.7x | 9.5x | 1.9x |
| Fri, 01 Dec 2023 | zł8.4b | zł4.2b | zł812.2m | 9.3x | 10.3x | 2x |
| Sun, 29 Oct 2023 | zł8.2b | zł4.3b | zł849.4m | 10.2x | 9.6x | 1.9x |
| Tue, 26 Sep 2023 | zł8.2b | zł4.3b | zł849.4m | 10.7x | 9.6x | 1.9x |
| Thu, 24 Aug 2023 | zł7.1b | zł4.5b | zł833.1m | 8.4x | 8.5x | 1.6x |
| Sat, 22 Jul 2023 | zł6.8b | zł4.5b | zł836.0m | 7.6x | 8.2x | 1.5x |
| Mon, 19 Jun 2023 | zł6.4b | zł4.5b | zł836.0m | 7.4x | 7.6x | 1.4x |
| Wed, 17 May 2023 | zł6.2b | zł4.7b | zł890.3m | 6.1x | 7x | 1.3x |
7x
How does Polish Homebuilding compare with similar industries?
| PL Market | 1.21% | |
| Consumer Discretionary | -1.27% | |
| Consumer Durables | 0.65% | |
| Homebuilding | 1.19% | |
| Housewares and Specialties | 5.56% | |
| Home Furnishings | -1.07% | |
| Household Appliances | -3.17% | |
| Consumer Electronics | -3.88% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ARH Archicom | zł53.60 | 2.7% +zł81.9m | 22.1% | PE28.6x | |
| 1AT Atal | zł61.00 | 1.7% +zł43.3m | -8.7% | PE15.3x | |
| DOM Dom Development | zł260.00 | 0.4% +zł25.8m | 9.7% | PE10.3x | |
| ITB Interbud-Lublin | zł1.95 | 5.7% +zł1.2m | -13.9% | PS1.1x | |
| WIK Wikana | zł7.70 | 0.7% +zł987.8k | 14.9% | PE15.2x |