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Polish (WIG) Consumer Durables Industry Analysis
UpdatedJul 20, 2024
DataAggregated Company Financials
Companies16
- 7D-3.9%
- 3M-7.5%
- 1Y8.5%
- YTD6.3%
Over the last 7 days, the Consumer Durables industry has dropped 3.9%, driven by Dom Development declining 3.4%. Meanwhile, Elkop actually outperformed within the industry, gaining 6.9% in the last week. This takes the industry's 12 month performance to a gain of 8.5%. Earnings are forecast to grow by 16% 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 |
|---|---|---|---|---|---|---|
| Sat, 20 Jul 2024 | zł11.3b | zł11.1b | zł1.3b | 8.6x | 8.9x | 1x |
| Mon, 17 Jun 2024 | zł12.1b | zł11.3b | zł1.4b | 8.6x | 8.8x | 1.1x |
| Wed, 15 May 2024 | zł12.4b | zł11.1b | zł1.3b | 8.9x | 9.5x | 1.1x |
| Fri, 12 Apr 2024 | zł12.0b | zł11.1b | zł1.3b | 8.2x | 9.2x | 1.1x |
| Sun, 10 Mar 2024 | zł11.0b | zł10.3b | zł1.1b | 10.1x | 10.3x | 1.1x |
| Tue, 06 Feb 2024 | zł11.4b | zł10.3b | zł1.1b | 10.3x | 10.7x | 1.1x |
| Thu, 04 Jan 2024 | zł10.6b | zł10.3b | zł1.1b | 9x | 9.8x | 1x |
| Sat, 02 Dec 2023 | zł11.0b | zł10.2b | zł1.1b | 10.2x | 10.3x | 1.1x |
| Mon, 30 Oct 2023 | zł10.4b | zł10.5b | zł1.1b | 10.4x | 9.9x | 1x |
| Wed, 27 Sep 2023 | zł10.3b | zł10.5b | zł1.1b | 10.8x | 9.7x | 1x |
| Fri, 25 Aug 2023 | zł10.2b | zł10.8b | zł1.0b | 8.9x | 9.9x | 0.9x |
| Sun, 23 Jul 2023 | zł9.3b | zł10.8b | zł1.0b | 8.3x | 9x | 0.9x |
| Tue, 20 Jun 2023 | zł8.8b | zł10.8b | zł1.0b | 8.1x | 8.5x | 0.8x |
| Thu, 18 May 2023 | zł8.6b | zł11.1b | zł1.1b | 7x | 7.9x | 0.8x |
| Sat, 15 Apr 2023 | zł8.6b | zł11.1b | zł1.1b | 7.3x | 7.8x | 0.8x |
| Mon, 13 Mar 2023 | zł7.7b | zł11.1b | zł1.1b | 9.5x | 7.1x | 0.7x |
| Wed, 08 Feb 2023 | zł7.1b | zł11.1b | zł1.1b | 8.7x | 6.6x | 0.6x |
| Fri, 06 Jan 2023 | zł6.7b | zł11.1b | zł1.1b | 8.2x | 6.3x | 0.6x |
| Sun, 04 Dec 2022 | zł6.4b | zł11.2b | zł1.1b | 7.9x | 5.8x | 0.6x |
| Tue, 01 Nov 2022 | zł5.8b | zł11.3b | zł1.2b | 5.5x | 4.8x | 0.5x |
| Thu, 29 Sep 2022 | zł6.0b | zł11.3b | zł1.2b | 5.6x | 5x | 0.5x |
| Sat, 27 Aug 2022 | zł6.4b | zł10.9b | zł1.3b | 5.3x | 5.1x | 0.6x |
| Mon, 25 Jul 2022 | zł6.1b | zł10.8b | zł1.2b | 6x | 5.1x | 0.6x |
| Wed, 22 Jun 2022 | zł7.3b | zł10.8b | zł1.2b | 6.1x | 6.1x | 0.7x |
| Fri, 20 May 2022 | zł7.6b | zł11.1b | zł1.2b | 7.4x | 6.3x | 0.7x |
| Sun, 17 Apr 2022 | zł8.1b | zł11.1b | zł1.2b | 7.5x | 6.6x | 0.7x |
| Tue, 15 Mar 2022 | zł8.0b | zł11.0b | zł1.3b | 7.2x | 6.2x | 0.7x |
| Thu, 10 Feb 2022 | zł8.7b | zł11.1b | zł1.3b | 7.9x | 6.8x | 0.8x |
| Sat, 08 Jan 2022 | zł9.4b | zł11.1b | zł1.3b | 8.1x | 7.3x | 0.8x |
| Mon, 06 Dec 2021 | zł9.4b | zł11.1b | zł1.3b | 7.6x | 7.3x | 0.8x |
| Wed, 03 Nov 2021 | zł9.8b | zł10.9b | zł1.3b | 8.3x | 7.7x | 0.9x |
| Fri, 01 Oct 2021 | zł10.4b | zł10.8b | zł1.3b | 9.2x | 8.2x | 1x |
| Sun, 29 Aug 2021 | zł10.7b | zł10.5b | zł1.2b | 9.4x | 8.6x | 1x |
Price to Earnings Ratio
8.6x
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 8.9x which is higher than its 3-year average PE of 7.8x.
- The 3-year average PS ratio of 0.84x is lower than the industry's current PS ratio of 1.0x.
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 | -3.01% | |
| Consumer Discretionary | -4.60% | |
| Consumer Durables | -3.87% | |
| Consumer Electronics | 9.76% | |
| Housewares and Specialties | 2.33% | |
| Home Furnishings | -3.27% | |
| Household Appliances | -3.87% | |
| Homebuilding | -3.98% | |
Industry PE
- Investors are most optimistic about the Consumer Electronics industry which is trading above its 3-year average PE ratio of 38.7x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted Growth
- Analysts are most optimistic on the Home Furnishings industry, expecting annual earnings growth of 124% over the next 5 years.
- This is better than its past earnings growth rate of 31% per year.
- In contrast, the Homebuilding industry is expected to see its earnings grow by 5.9% 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 | |
|---|---|---|---|---|---|
| EKP Elkop | zł0.56 | 6.9% +zł1.7m | 1.1% | PE3.9x | |
| JRC JRC Group | zł0.099 | 9.8% +zł1.1m | -10.8% | PE200x | |
| UNV Universe Spólka Akcyjna | zł6.60 | 2.3% +zł344.0k | 17.9% | PB3.8x | |
| ASA APIS Spólka Akcyjna | zł0.026 | 1.6% +zł78.3k | -4.4% | PS1.8x |
