Polish (WIG) Consumer Durables Industry Analysis

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, 29 Jun 2024	zł12.0b	zł11.1b	zł1.3b	9.1x	9.6x	1.1x
Mon, 27 May 2024	zł13.4b	zł11.2b	zł1.3b	10.2x	10.2x	1.2x
Wed, 24 Apr 2024	zł12.2b	zł11.1b	zł1.3b	8.7x	9.4x	1.1x
Fri, 22 Mar 2024	zł11.6b	zł10.5b	zł1.1b	9.6x	10.4x	1.1x
Sun, 18 Feb 2024	zł11.0b	zł10.3b	zł1.1b	9.8x	10.2x	1.1x
Tue, 16 Jan 2024	zł11.2b	zł10.3b	zł1.1b	9.8x	10.5x	1.1x
Thu, 14 Dec 2023	zł11.0b	zł10.2b	zł1.1b	9.9x	10.4x	1.1x
Sat, 11 Nov 2023	zł10.4b	zł10.5b	zł1.1b	11x	9.8x	1x
Mon, 09 Oct 2023	zł10.2b	zł10.5b	zł1.1b	10.5x	9.7x	1x
Wed, 06 Sep 2023	zł10.5b	zł10.6b	zł1.0b	10.4x	10.4x	1x
Fri, 04 Aug 2023	zł9.4b	zł10.8b	zł1.0b	8.9x	9x	0.9x
Sun, 02 Jul 2023	zł8.5b	zł10.8b	zł1.0b	8x	8.2x	0.8x
Tue, 30 May 2023	zł8.8b	zł10.9b	zł1.0b	7.9x	8.5x	0.8x
Thu, 27 Apr 2023	zł8.4b	zł11.1b	zł1.1b	7.1x	7.7x	0.8x
Sat, 25 Mar 2023	zł7.7b	zł11.5b	zł1.2b	7.5x	6.5x	0.7x
Mon, 20 Feb 2023	zł7.3b	zł11.2b	zł1.1b	9x	6.8x	0.7x
Wed, 18 Jan 2023	zł7.0b	zł11.1b	zł1.1b	8.4x	6.6x	0.6x
Fri, 16 Dec 2022	zł6.3b	zł11.1b	zł1.1b	7.7x	5.8x	0.6x
Sun, 13 Nov 2022	zł6.0b	zł11.3b	zł1.2b	5.8x	5x	0.5x
Tue, 11 Oct 2022	zł6.0b	zł11.3b	zł1.2b	5.4x	5x	0.5x
Thu, 08 Sep 2022	zł6.2b	zł11.2b	zł1.3b	5.1x	4.8x	0.6x
Sat, 06 Aug 2022	zł6.6b	zł10.8b	zł1.3b	5x	5.2x	0.6x
Mon, 04 Jul 2022	zł7.0b	zł10.8b	zł1.2b	5.8x	5.8x	0.6x
Wed, 01 Jun 2022	zł7.5b	zł10.7b	zł1.2b	6.2x	6.6x	0.7x
Fri, 29 Apr 2022	zł7.8b	zł11.1b	zł1.2b	7.2x	6.4x	0.7x
Sun, 27 Mar 2022	zł8.2b	zł10.9b	zł1.2b	7.7x	6.8x	0.8x
Tue, 22 Feb 2022	zł8.4b	zł11.0b	zł1.3b	7.6x	6.6x	0.8x
Thu, 20 Jan 2022	zł9.4b	zł11.1b	zł1.3b	8.2x	7.3x	0.9x
Sat, 18 Dec 2021	zł8.8b	zł11.1b	zł1.3b	7.1x	6.8x	0.8x
Mon, 15 Nov 2021	zł9.5b	zł10.8b	zł1.3b	8.2x	7.4x	0.9x
Wed, 13 Oct 2021	zł10.3b	zł10.9b	zł1.3b	8.9x	8.1x	0.9x
Fri, 10 Sep 2021	zł10.8b	zł10.8b	zł1.3b	9.5x	8.6x	1x
Sun, 08 Aug 2021	zł10.6b	zł10.5b	zł1.2b	9.6x	8.6x	1x

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 9.7x 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 1.1x.

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	1.40%
Consumer Discretionary	0.35%
Consumer Durables	-2.16%
Home Furnishings	2.45%
Household Appliances	1.75%
Housewares and Specialties	0%
Homebuilding	-3.30%
Consumer Electronics	-4.29%

Industry PE

Investors are most optimistic about the Consumer Electronics industry which is trading above its 3-year average PE ratio of 35.3x.

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 6.8% 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
TOA TOYA	zł8.46	2.7% +zł16.5m	40.5%	PE8.9x
WIK Wikana	zł7.90	11.3% +zł15.8m	109.0%	PE9.2x
DCR Decora	zł66.80	2.1% +zł14.8m	65.3%	PE9.7x
ARH Archicom	zł35.00	0.6% +zł11.7m	47.7%	PE7.1x
ADX Adatex	zł0.36	5.3% +zł5.1m	74.5%	PE13.5x