Narrative Update • Aug 09

Over the last 7 days, the Distributors industry has dropped 2.4%, driven by Inter Cars declining 2.4%. Over the past 12 months, the industry was up 62%. Earnings are forecast to grow by 18% annually.
Has the Polish Distributors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 11 Sep 2026 | zł13.3b | zł23.2b | zł871.0m | 20.3x | 15.3x | 0.6x |
| Sun, 09 Aug 2026 | zł13.9b | zł23.1b | zł868.9m | 22.9x | 16x | 0.6x |
| Tue, 07 Jul 2026 | zł11.9b | zł23.1b | zł864.4m | 23x | 13.7x | 0.5x |
| Thu, 04 Jun 2026 | zł11.6b | zł23.2b | zł864.9m | 19.3x | 13.5x | 0.5x |
| Sat, 02 May 2026 | zł10.6b | zł21.9b | zł740.9m | 13.8x | 14.4x | 0.5x |
| Mon, 30 Mar 2026 | zł9.5b | zł21.9b | zł738.1m | 12.3x | 12.9x | 0.4x |
| Wed, 25 Feb 2026 | zł9.1b | zł21.9b | zł738.1m | 11.7x | 12.3x | 0.4x |
| Fri, 23 Jan 2026 | zł8.7b | zł21.9b | zł737.3m | 14.2x | 11.8x | 0.4x |
| Sun, 21 Dec 2025 | zł7.9b | zł21.9b | zł737.3m | 14.4x | 10.8x | 0.4x |
| Tue, 18 Nov 2025 | zł8.0b | zł21.4b | zł706.2m | 12.7x | 11.3x | 0.4x |
| Thu, 16 Oct 2025 | zł8.2b | zł21.5b | zł708.5m | 13.7x | 11.5x | 0.4x |
| Sat, 13 Sep 2025 | zł8.0b | zł21.4b | zł705.9m | 13.6x | 11.3x | 0.4x |
| Mon, 11 Aug 2025 | zł8.5b | zł21.0b | zł705.8m | 15.6x | 12x | 0.4x |
| Wed, 09 Jul 2025 | zł8.6b | zł21.0b | zł705.8m | 15.8x | 12.2x | 0.4x |
| Fri, 06 Jun 2025 | zł8.1b | zł21.0b | zł721.8m | 16x | 11.2x | 0.4x |
| Sun, 04 May 2025 | zł8.7b | zł20.3b | zł667.9m | 13.9x | 13.1x | 0.4x |
| Tue, 01 Apr 2025 | zł7.8b | zł20.3b | zł667.9m | 13.3x | 11.6x | 0.4x |
| Thu, 27 Feb 2025 | zł8.7b | zł20.3b | zł668.5m | 12.7x | 12.9x | 0.4x |
| Sat, 25 Jan 2025 | zł8.4b | zł20.3b | zł659.4m | 11.7x | 12.7x | 0.4x |
| Mon, 23 Dec 2024 | zł7.5b | zł20.3b | zł659.4m | 11.3x | 11.4x | 0.4x |
| Wed, 20 Nov 2024 | zł7.1b | zł20.3b | zł664.3m | 11.5x | 10.7x | 0.4x |
| Fri, 18 Oct 2024 | zł7.4b | zł20.0b | zł684.4m | 11.2x | 10.8x | 0.4x |
| Sun, 15 Sep 2024 | zł7.5b | zł20.0b | zł686.9m | 12.8x | 10.9x | 0.4x |
| Tue, 13 Aug 2024 | zł7.8b | zł19.6b | zł653.4m | 10.4x | 11.9x | 0.4x |
| Thu, 11 Jul 2024 | zł7.8b | zł19.6b | zł653.4m | 10.4x | 12x | 0.4x |
| Sat, 08 Jun 2024 | zł7.8b | zł19.2b | zł657.2m | 10.2x | 11.9x | 0.4x |
| Mon, 06 May 2024 | zł7.9b | zł19.3b | zł716.5m | 9.2x | 11x | 0.4x |
| Wed, 03 Apr 2024 | zł8.1b | zł19.0b | zł800.0m | 8.3x | 10.2x | 0.4x |
| Fri, 01 Mar 2024 | zł8.5b | zł19.0b | zł802.8m | 10.4x | 10.6x | 0.4x |
| Sun, 28 Jan 2024 | zł8.0b | zł18.9b | zł812.4m | 11.5x | 9.9x | 0.4x |
| Tue, 26 Dec 2023 | zł9.2b | zł18.9b | zł811.8m | 11.3x | 11.4x | 0.5x |
| Thu, 23 Nov 2023 | zł8.9b | zł18.9b | zł814.6m | 10.8x | 10.9x | 0.5x |
| Sat, 21 Oct 2023 | zł8.2b | zł18.3b | zł813.1m | 10x | 10x | 0.4x |
| Mon, 18 Sep 2023 | zł8.6b | zł18.3b | zł813.1m | 10.6x | 10.6x | 0.5x |
10.6x
How does Polish Distributors compare with similar industries?
| PL Market | 1.72% | |
| Consumer Discretionary | -0.091% | |
| Retail Distributors | -2.35% | |
| Distributors | -2.35% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SFD SFD | zł2.99 | 1.0% +zł1.3m | -3.5% | PE20.6x | |
| DEL Delko | zł5.95 | 0.8% +zł598.0k | -11.5% | PE25.1x | |
| KUB Kubota Spolka Akcyjna | zł12.55 | 0.8% +zł145.4k | -19.0% | PE11.7x |