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Aug 12
Polish (WIG) Consumer Durables Industry Analysis
UpdatedAug 25, 2024
DataAggregated Company Financials
Companies16
- 7D-2.7%
- 3M-19.7%
- 1Y0.4%
- YTD-0.7%
Over the last 7 days, the Consumer Durables industry has dropped 2.7%, driven by Dom Development declining 7.4%. Meanwhile, Decora actually outperformed within the industry, gaining 13% in the last week. As for the longer term, the industry's performance has been flat for the past year. Looking forward, earnings are forecast to grow by 19% 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 |
|---|---|---|---|---|---|---|
| Mon, 26 Aug 2024 | zł10.6b | zł11.0b | zł1.3b | 8.7x | 8.4x | 1x |
| Wed, 24 Jul 2024 | zł11.3b | zł11.1b | zł1.3b | 8.6x | 8.9x | 1x |
| Fri, 21 Jun 2024 | zł12.3b | zł11.3b | zł1.4b | 8.4x | 8.9x | 1.1x |
| Sun, 19 May 2024 | zł13.0b | zł11.2b | zł1.3b | 9.4x | 9.8x | 1.2x |
| Tue, 16 Apr 2024 | zł12.1b | zł11.1b | zł1.3b | 8.1x | 9.3x | 1.1x |
| Thu, 14 Mar 2024 | zł11.1b | zł10.3b | zł1.1b | 10x | 10.4x | 1.1x |
| Sat, 10 Feb 2024 | zł11.1b | zł10.3b | zł1.1b | 9.9x | 10.5x | 1.1x |
| Mon, 08 Jan 2024 | zł11.1b | zł10.3b | zł1.1b | 9.7x | 10.2x | 1.1x |
| Wed, 06 Dec 2023 | zł11.2b | zł10.2b | zł1.1b | 10.4x | 10.5x | 1.1x |
| Fri, 03 Nov 2023 | zł10.5b | zł10.5b | zł1.1b | 10.9x | 9.9x | 1x |
| Sun, 01 Oct 2023 | zł10.4b | zł10.5b | zł1.1b | 10.4x | 9.8x | 1x |
| Tue, 29 Aug 2023 | zł10.3b | zł10.8b | zł1.0b | 9.6x | 9.9x | 1x |
| Thu, 27 Jul 2023 | zł9.2b | zł10.8b | zł1.0b | 8.5x | 8.8x | 0.9x |
| Sat, 24 Jun 2023 | zł8.2b | zł10.8b | zł1.0b | 7.7x | 8x | 0.8x |
| Mon, 22 May 2023 | zł8.8b | zł11.0b | zł1.0b | 7.9x | 8.4x | 0.8x |
| Wed, 19 Apr 2023 | zł8.6b | zł11.1b | zł1.1b | 6.9x | 7.8x | 0.8x |
| Fri, 17 Mar 2023 | zł7.6b | zł11.1b | zł1.1b | 7.7x | 7.1x | 0.7x |
| Sun, 12 Feb 2023 | zł7.1b | zł11.1b | zł1.1b | 8.7x | 6.6x | 0.6x |
| Tue, 10 Jan 2023 | zł6.9b | zł11.1b | zł1.1b | 8.4x | 6.5x | 0.6x |
| Thu, 08 Dec 2022 | zł6.4b | zł11.2b | zł1.1b | 7.9x | 5.7x | 0.6x |
| Sat, 05 Nov 2022 | zł6.1b | zł11.3b | zł1.2b | 5.7x | 5.1x | 0.5x |
| Mon, 03 Oct 2022 | zł6.0b | zł11.3b | zł1.2b | 5.4x | 4.9x | 0.5x |
| Wed, 31 Aug 2022 | zł6.3b | zł11.2b | zł1.3b | 5.1x | 4.8x | 0.6x |
| Fri, 29 Jul 2022 | zł6.2b | zł10.8b | zł1.3b | 5.8x | 4.9x | 0.6x |
| Sun, 26 Jun 2022 | zł7.0b | zł10.8b | zł1.2b | 5.9x | 5.8x | 0.6x |
| Tue, 24 May 2022 | zł7.9b | zł11.3b | zł1.3b | 6.1x | 6x | 0.7x |
| Thu, 21 Apr 2022 | zł8.1b | zł11.1b | zł1.2b | 7.6x | 6.6x | 0.7x |
| Sat, 19 Mar 2022 | zł8.1b | zł11.1b | zł1.3b | 7.3x | 6.3x | 0.7x |
| Mon, 14 Feb 2022 | zł8.7b | zł11.1b | zł1.3b | 7.6x | 6.8x | 0.8x |
| Wed, 12 Jan 2022 | zł9.4b | zł11.1b | zł1.3b | 8.4x | 7.4x | 0.9x |
| Fri, 10 Dec 2021 | zł9.2b | zł11.1b | zł1.3b | 7.5x | 7.2x | 0.8x |
| Sun, 07 Nov 2021 | zł9.6b | zł10.9b | zł1.3b | 8.5x | 7.5x | 0.9x |
| Tue, 05 Oct 2021 | zł10.2b | zł10.9b | zł1.3b | 9x | 8x | 0.9x |
| Thu, 02 Sep 2021 | zł10.8b | zł10.5b | zł1.2b | 9.6x | 8.7x | 1x |
Price to Earnings Ratio
8.7x
Current Industry PE
- Investors are relatively neutral on the Polish Consumer Durables industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 7.8x.
- The industry is trading close to its 3-year average PS ratio of 0.84x.
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 | -0.71% | |
| Consumer Discretionary | -1.78% | |
| Consumer Durables | -2.65% | |
| Home Furnishings | 7.34% | |
| Household Appliances | 3.72% | |
| Consumer Electronics | -1.04% | |
| Homebuilding | -4.92% | |
| Housewares and Specialties | -11.11% | |
Industry PE
- Investors are most optimistic about the Housewares and Specialties industry which is trading above its 3-year average PE ratio.
- 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 7.4x.
Forecasted Growth
- Analysts are most optimistic on the Home Furnishings industry, expecting annual earnings growth of 153% over the next 5 years.
- This is better than its past earnings growth rate of 34% per year.
- In contrast, the Homebuilding industry is expected to see its earnings grow by 7.0% 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 | |
|---|---|---|---|---|---|
| DCR Decora | zł61.40 | 12.9% +zł73.8m | 51.2% | PE8.9x | |
| FTE Fabryki Mebli FORTE | zł21.70 | 4.8% +zł23.9m | -22.8% | PS0.5x | |
| AMC Amica | zł64.90 | 4.0% +zł19.2m | -22.5% | PS0.2x | |
| TOA TOYA | zł7.45 | 3.5% +zł18.8m | 22.1% | PE7.9x | |
| WIK Wikana | zł7.55 | 7.1% +zł9.9m | 71.6% | PE8.8x |
