Narrative Update • Jul 26

In the last week, the Retail Distributors industry is up 1.9%, with Inter Cars up 2.0%. During this same period, the Kubota Spolka Akcyjna underperformed, falling 5.1%. In the last 12 months, the industry was up 65%. Looking forward, earnings are forecast to grow by 15% annually.
Has the Polish Retail Distributors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 02 Aug 2026 | zł13.3b | zł23.1b | zł868.9m | 22.6x | 15.4x | 0.6x |
| Tue, 30 Jun 2026 | zł11.5b | zł23.1b | zł864.4m | 22.6x | 13.3x | 0.5x |
| Thu, 28 May 2026 | zł11.9b | zł23.1b | zł846.7m | 20x | 14x | 0.5x |
| Sat, 25 Apr 2026 | zł10.6b | zł21.9b | zł740.9m | 13.7x | 14.3x | 0.5x |
| Mon, 23 Mar 2026 | zł9.3b | zł21.9b | zł738.1m | 12x | 12.6x | 0.4x |
| Wed, 18 Feb 2026 | zł9.0b | zł21.9b | zł737.3m | 14.4x | 12.2x | 0.4x |
| Fri, 16 Jan 2026 | zł8.9b | zł21.9b | zł737.3m | 14.4x | 12x | 0.4x |
| Sun, 14 Dec 2025 | zł8.1b | zł21.9b | zł737.3m | 14.1x | 10.9x | 0.4x |
| Tue, 11 Nov 2025 | zł8.0b | zł21.4b | zł706.2m | 14.5x | 11.3x | 0.4x |
| Thu, 09 Oct 2025 | zł8.3b | zł21.5b | zł708.5m | 13.2x | 11.7x | 0.4x |
| Sat, 06 Sep 2025 | zł8.4b | zł21.0b | zł707.5m | 12.9x | 11.8x | 0.4x |
| Mon, 04 Aug 2025 | zł8.2b | zł21.0b | zł705.8m | 15.8x | 11.6x | 0.4x |
| Wed, 02 Jul 2025 | zł8.3b | zł21.0b | zł705.8m | 15.6x | 11.8x | 0.4x |
| Fri, 30 May 2025 | zł8.1b | zł21.0b | zł722.2m | 15.1x | 11.3x | 0.4x |
| Sun, 27 Apr 2025 | zł8.5b | zł20.3b | zł667.9m | 13.7x | 12.8x | 0.4x |
| Tue, 25 Mar 2025 | zł7.9b | zł20.3b | zł673.1m | 11x | 11.8x | 0.4x |
| Thu, 20 Feb 2025 | zł8.6b | zł20.3b | zł668.5m | 12.6x | 12.9x | 0.4x |
| Sat, 18 Jan 2025 | zł8.5b | zł20.3b | zł659.4m | 12.2x | 12.9x | 0.4x |
| Mon, 16 Dec 2024 | zł7.8b | zł20.3b | zł659.4m | 12.1x | 11.8x | 0.4x |
| Wed, 13 Nov 2024 | zł7.3b | zł20.0b | zł681.6m | 11.8x | 10.8x | 0.4x |
| Fri, 11 Oct 2024 | zł7.5b | zł20.0b | zł684.4m | 11.3x | 11x | 0.4x |
| Sun, 08 Sep 2024 | zł7.3b | zł19.6b | zł652.8m | 11.6x | 11.1x | 0.4x |
| Tue, 06 Aug 2024 | zł7.4b | zł19.6b | zł653.4m | 10x | 11.3x | 0.4x |
| Thu, 04 Jul 2024 | zł7.9b | zł19.6b | zł654.0m | 10.5x | 12.1x | 0.4x |
| Sat, 01 Jun 2024 | zł8.0b | zł19.2b | zł657.2m | 9.9x | 12.2x | 0.4x |
| Mon, 29 Apr 2024 | zł8.2b | zł19.0b | zł800.0m | 8.7x | 10.3x | 0.4x |
| Wed, 27 Mar 2024 | zł8.3b | zł19.0b | zł802.4m | 8.6x | 10.4x | 0.4x |
| Fri, 23 Feb 2024 | zł8.6b | zł19.0b | zł802.8m | 10.6x | 10.7x | 0.5x |
| Sun, 21 Jan 2024 | zł8.1b | zł18.9b | zł811.8m | 9.8x | 9.9x | 0.4x |
| Tue, 19 Dec 2023 | zł8.9b | zł18.9b | zł811.8m | 10.9x | 11x | 0.5x |
| Thu, 16 Nov 2023 | zł8.5b | zł18.3b | zł813.1m | 10.4x | 10.4x | 0.5x |
| Sat, 14 Oct 2023 | zł8.1b | zł18.3b | zł813.1m | 9.9x | 10x | 0.4x |
| Mon, 11 Sep 2023 | zł8.7b | zł17.5b | zł867.4m | 10x | 10.1x | 0.5x |
| Wed, 09 Aug 2023 | zł8.9b | zł17.5b | zł872.9m | 10.1x | 10.1x | 0.5x |
10.1x
Which industries have driven the changes within the Polish Consumer Discretionary industry?
| PL Market | 2.42% | |
| Consumer Discretionary | 3.34% | |
| Retail Distributors | 1.91% | |
| Distributors | 1.91% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CAR Inter Cars | zł935.00 | 2.0% +zł252.3m | 68.5% | PE15.2x | |
| GOL Golab Spólka Akcyjna | zł0.50 | 19.0% +zł860.2k | n/a | PE-85.8x |