Are Investors Undervaluing Allegro.eu S.A. (WSE:ALE) By 49%?
Dec 13
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Polish (WIG) General Merchandise and Department Stores Industry Analysis
UpdatedDec 20, 2024
DataAggregated Company Financials
Companies4
- 7D-2.9%
- 3M-19.0%
- 1Y-22.4%
- YTD-19.2%
Over the last 7 days, the General Merchandise and Department Stores industry has dropped 1.1%, driven by Allegro.eu declining 4.3%. Meanwhile, Pepco Group actually outperformed within the industry, gaining 10.0% in the last week. Overall the industry is down 21% in 12 months. Earnings are forecast to grow by 50% annually.
Industry Valuation and Performance
Has the Polish General Merchandise and Department Stores Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 20 Dec 2024 | zł39.0b | zł37.2b | -zł2,286,294,025.73 | 54x | -17.1x | 1x |
| Sun, 17 Nov 2024 | zł40.0b | zł37.0b | zł1.0b | 36.8x | 38.6x | 1.1x |
| Tue, 15 Oct 2024 | zł49.5b | zł36.6b | zł1.1b | 42.8x | 45.8x | 1.4x |
| Thu, 12 Sep 2024 | zł48.0b | zł36.3b | zł851.6m | 60.9x | 56.3x | 1.3x |
| Sat, 10 Aug 2024 | zł48.7b | zł36.5b | zł868.8m | 61.9x | 56x | 1.3x |
| Mon, 08 Jul 2024 | zł49.5b | zł36.3b | zł864.4m | 62.6x | 57.3x | 1.4x |
| Wed, 05 Jun 2024 | zł54.1b | zł36.3b | zł784.9m | 84.3x | 68.9x | 1.5x |
| Fri, 03 May 2024 | zł47.6b | zł34.8b | zł699.9m | 75.9x | 68x | 1.4x |
| Sun, 31 Mar 2024 | zł45.4b | zł34.5b | zł695.5m | 73.2x | 65.3x | 1.3x |
| Tue, 27 Feb 2024 | zł48.0b | zł34.7b | zł1.1b | 39.5x | 43.2x | 1.4x |
| Thu, 25 Jan 2024 | zł45.2b | zł35.1b | zł1.1b | 37.4x | 40.3x | 1.3x |
| Sat, 23 Dec 2023 | zł49.7b | zł34.9b | zł1.1b | 41.5x | 44.4x | 1.4x |
| Mon, 20 Nov 2023 | zł42.2b | zł33.4b | -zł1,068,293,551.00 | 16x | -39.5x | 1.3x |
| Wed, 18 Oct 2023 | zł42.3b | zł33.8b | -zł1,054,875,666.00 | 17.7x | -40.1x | 1.2x |
| Fri, 15 Sep 2023 | zł49.6b | zł34.0b | -zł1,208,349,447.00 | 21.2x | -41.1x | 1.5x |
| Sun, 13 Aug 2023 | zł55.8b | zł32.9b | -zł1,236,002,526.00 | 26.5x | -45.1x | 1.7x |
| Tue, 11 Jul 2023 | zł54.5b | zł33.0b | -zł1,234,685,679.00 | 29x | -44.2x | 1.7x |
| Thu, 08 Jun 2023 | zł60.7b | zł32.8b | -zł1,219,440,763.00 | 32.3x | -49.7x | 1.8x |
| Sat, 06 May 2023 | zł58.0b | zł31.2b | -zł1,139,271,753.00 | 28.8x | -50.9x | 1.9x |
| Mon, 03 Apr 2023 | zł55.1b | zł31.7b | -zł1,120,282,655.00 | 29.4x | -49.1x | 1.7x |
| Wed, 01 Mar 2023 | zł25.3b | zł22.7b | zł817.9m | 31x | 31x | 1.1x |
| Fri, 27 Jan 2023 | zł23.2b | zł22.7b | zł818.9m | 28.4x | 28.4x | 1x |
| Sun, 25 Dec 2022 | zł22.8b | zł22.4b | zł806.4m | 28.3x | 28.3x | 1x |
| Tue, 22 Nov 2022 | zł23.0b | zł21.1b | zł856.1m | 26.9x | 26.9x | 1.1x |
| Thu, 20 Oct 2022 | zł18.0b | zł21.6b | zł873.8m | 20.6x | 20.6x | 0.8x |
| Sat, 17 Sep 2022 | zł19.8b | zł21.2b | zł860.3m | 23x | 23x | 0.9x |
| Mon, 15 Aug 2022 | zł21.6b | zł21.0b | zł850.0m | 25.4x | 25.4x | 1x |
| Wed, 13 Jul 2022 | zł19.6b | zł21.7b | zł877.0m | 22.4x | 22.4x | 0.9x |
| Fri, 10 Jun 2022 | zł22.0b | zł19.0b | zł713.1m | 30.8x | 30.8x | 1.2x |
| Sun, 08 May 2022 | zł23.3b | zł19.4b | zł729.3m | 31.9x | 31.9x | 1.2x |
| Tue, 05 Apr 2022 | zł26.5b | zł19.0b | zł715.6m | 37x | 37x | 1.4x |
| Thu, 03 Mar 2022 | zł23.6b | zł19.6b | zł737.8m | 32x | 32x | 1.2x |
| Sat, 29 Jan 2022 | zł22.8b | zł18.9b | zł711.8m | 32x | 32x | 1.2x |
| Mon, 27 Dec 2021 | zł26.3b | zł19.0b | zł716.1m | 36.7x | 36.7x | 1.4x |
Price to Earnings Ratio
36.7x
Current Industry PE
- Investors are pessimistic on the Polish Multiline Retail industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The 3-year average PS ratio of 1.3x is higher than the industry's current PS ratio of 1.1x.
Past Earnings Growth
- Total earnings for the Multiline Retail industry have declined over the last three years, with the industry now making a loss overall.
- Meanwhile revenues have grown 25% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the Polish Consumer Discretionary industry?
| PL Market | -1.98% | |
| Consumer Discretionary | -2.40% | |
| General Merchandise and Department Stores | -2.86% | |
| Department Stores | 0% | |
| General Merchandise Stores | 0% | |
| Broadline Retail | -2.86% | |
Industry PE
Forecasted Growth
- Analysts are most optimistic on the Broadline Retail industry, expecting annual earnings growth of 50% over the next 5 years.
- This is better than its past earnings decline of 21% per year.
- In contrast, the Broadline Retail industry is expected to see its earnings grow by 50% 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 | |
|---|---|---|---|---|---|
| No data available | |||||