ESOTIQ & Henderson's (WSE:EAH) Earnings May Just Be The Starting Point
Oct 05
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Polish (WIG) Luxury Industry Analysis
UpdatedOct 09, 2024
DataAggregated Company Financials
Companies8
- 7D-2.0%
- 3M-6.8%
- 1Y21.6%
- YTD-0.02%
The Luxury is pretty flat in the last 7 days, but ESOTIQ & Henderson has stood out, gaining 18%. The past year has been better, since the industry has gained 26% in that time. As for the next few years, earnings are expected to grow by 18% per annum.
Industry Valuation and Performance
Has the Polish Luxury Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 09 Oct 2024 | zł30.6b | zł21.1b | zł1.9b | 10.2x | 16.2x | 1.4x |
| Fri, 06 Sep 2024 | zł28.7b | zł20.6b | zł1.9b | 14.5x | 15.4x | 1.4x |
| Sun, 04 Aug 2024 | zł28.8b | zł20.6b | zł1.9b | 15.3x | 15.3x | 1.4x |
| Tue, 02 Jul 2024 | zł41.1b | zł30.7b | zł2.0b | 16.9x | 20.1x | 1.3x |
| Thu, 30 May 2024 | zł42.6b | zł29.9b | zł1.7b | 15.6x | 25.4x | 1.4x |
| Sat, 27 Apr 2024 | zł36.3b | zł29.7b | zł1.7b | 16.2x | 21.5x | 1.2x |
| Mon, 25 Mar 2024 | zł32.1b | zł29.1b | zł1.5b | 13.8x | 20.9x | 1.1x |
| Wed, 21 Feb 2024 | zł38.0b | zł29.2b | zł1.6b | 12.7x | 24.3x | 1.3x |
| Fri, 19 Jan 2024 | zł33.5b | zł29.3b | zł1.5b | 10.2x | 21.6x | 1.1x |
| Sun, 17 Dec 2023 | zł35.3b | zł29.3b | zł1.6b | 8.2x | 21.9x | 1.2x |
| Tue, 14 Nov 2023 | zł29.9b | zł29.3b | zł1.4b | 8.4x | 21.6x | 1x |
| Thu, 12 Oct 2023 | zł27.6b | zł29.3b | zł1.3b | 8.5x | 21.1x | 0.9x |
| Sat, 09 Sep 2023 | zł29.6b | zł29.0b | zł879.0m | 9.4x | 33.7x | 1x |
| Mon, 07 Aug 2023 | zł30.5b | zł29.0b | zł876.0m | 9.6x | 34.8x | 1x |
| Wed, 05 Jul 2023 | zł30.4b | zł29.0b | zł871.3m | 8.3x | 34.8x | 1x |
| Fri, 02 Jun 2023 | zł27.8b | zł28.2b | zł1.0b | 7.9x | 27.5x | 1x |
| Sun, 30 Apr 2023 | zł26.3b | zł142.4b | zł4.3b | 7.4x | 6.1x | 0.2x |
| Tue, 28 Mar 2023 | zł21.2b | zł29.7b | zł1.0b | 7x | 21.2x | 0.7x |
| Thu, 23 Feb 2023 | zł21.2b | zł29.7b | zł1.0b | 7.3x | 21.2x | 0.7x |
| Sat, 21 Jan 2023 | zł23.4b | zł29.7b | zł1.0b | 7.4x | 23.4x | 0.8x |
| Mon, 19 Dec 2022 | zł21.8b | zł29.7b | zł1.0b | 6.9x | 21.8x | 0.7x |
| Wed, 16 Nov 2022 | zł21.8b | zł28.1b | zł1.3b | 3.9x | 16.9x | 0.8x |
| Fri, 14 Oct 2022 | zł17.1b | zł27.7b | zł1.4b | 3.8x | 12.4x | 0.6x |
| Sun, 11 Sep 2022 | zł22.6b | zł26.3b | zł1.2b | 3.9x | 19.5x | 0.9x |
| Tue, 09 Aug 2022 | zł24.4b | zł26.2b | zł1.1b | 8x | 21.4x | 0.9x |
| Thu, 07 Jul 2022 | zł25.8b | zł26.2b | zł1.1b | 7.1x | 23.1x | 1x |
| Sat, 04 Jun 2022 | zł23.5b | zł24.9b | zł870.4m | 7.9x | 27x | 0.9x |
| Mon, 02 May 2022 | zł22.0b | zł24.4b | zł879.4m | 8.2x | 25x | 0.9x |
| Wed, 30 Mar 2022 | zł26.9b | zł20.5b | zł73.2m | 7.6x | 368x | 1.3x |
| Fri, 25 Feb 2022 | zł22.0b | zł20.4b | zł49.3m | 11.3x | 446.4x | 1.1x |
| Sun, 23 Jan 2022 | zł36.8b | zł20.4b | zł47.5m | 24.1x | 775.8x | 1.8x |
| Tue, 21 Dec 2021 | zł38.9b | zł20.4b | zł47.5m | 23.1x | 819.7x | 1.9x |
| Thu, 18 Nov 2021 | zł33.6b | zł18.9b | -zł356,803,766.00 | 9.3x | -94.1x | 1.8x |
| Sat, 16 Oct 2021 | zł35.2b | zł18.3b | -zł155,762,466.00 | 7.9x | -226.3x | 1.9x |
Price to Earnings Ratio
-226.3x
Current Industry PE
- Investors are pessimistic on the Polish Luxury industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 16.4x which is lower than its 3-year average PE of 86.1x.
- The 3-year average PS ratio of 1.1x is lower than the industry's current PS ratio of 1.5x.
Past Earnings Growth
- Total earnings for the Luxury industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 4.9% per year.
- This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.
Industry Trends
Which industries have driven the changes within the Polish Consumer Discretionary industry?
| PL Market | -1.41% | |
| Consumer Discretionary | -1.01% | |
| Luxury | -2.01% | |
| Apparel, Accessories and Luxury Goods | -2.00% | |
| Footwear | -2.50% | |
| Textiles | -2.65% | |
Industry PE
- Investors are most optimistic about the Apparel, Accessories and Luxury Goods industry even though it's trading below its 3-year average PE ratio of 18.9x.
- Analysts are expecting annual earnings growth of 17.7%, which is lower than the prior year's growth of 39.4% per year.
Forecasted Growth
- Analysts are most optimistic on the Apparel, Accessories and Luxury Goods industry, expecting annual earnings growth of 18% over the next 5 years.
- However this is lower than its past earnings growth rate of 39% per year.
- In contrast, the Apparel, Accessories and Luxury Goods industry is expected to see its earnings grow by 18% 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 | |
|---|---|---|---|---|---|
| VRG VRG | zł3.55 | 2.0% +zł16.4m | 13.1% | PE10.2x | |
| EAH ESOTIQ & Henderson | zł50.80 | 18.7% +zł15.7m | 53.9% | PE8.1x | |
| CDL CDRL | zł11.30 | 2.7% +zł1.8m | -26.6% | PS0.2x | |
| HRT Hurtimex | zł0.14 | 0.7% +zł32.8k | -15.8% | PS0.3x |
