Narrative Update • Jul 26

In the last week, the Distributors industry is up 5.5%, with Inter Cars up 7.1%. In the last 12 months, the industry was up 55%. Earnings are forecast to grow by 15% annually.
Has the Polish Distributors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 28 Jul 2026 | zł13.4b | zł23.1b | zł864.4m | 22x | 15.5x | 0.6x |
| Thu, 25 Jun 2026 | zł11.4b | zł23.1b | zł864.4m | 22.6x | 13.2x | 0.5x |
| Sat, 23 May 2026 | zł11.8b | zł23.1b | zł846.6m | 20.5x | 13.9x | 0.5x |
| Mon, 20 Apr 2026 | zł10.4b | zł21.9b | zł740.9m | 13.4x | 14x | 0.5x |
| Wed, 18 Mar 2026 | zł9.8b | zł21.9b | zł738.1m | 12.6x | 13.2x | 0.4x |
| Fri, 13 Feb 2026 | zł9.2b | zł21.9b | zł737.3m | 15x | 12.5x | 0.4x |
| Sun, 11 Jan 2026 | zł9.0b | zł21.9b | zł737.3m | 14.4x | 12.3x | 0.4x |
| Tue, 09 Dec 2025 | zł8.0b | zł21.9b | zł737.3m | 13.3x | 10.8x | 0.4x |
| Thu, 06 Nov 2025 | zł8.1b | zł21.4b | zł706.2m | 15.4x | 11.4x | 0.4x |
| Sat, 04 Oct 2025 | zł8.1b | zł21.5b | zł708.5m | 12.5x | 11.4x | 0.4x |
| Mon, 01 Sep 2025 | zł8.6b | zł21.0b | zł707.5m | 13.4x | 12.1x | 0.4x |
| Wed, 30 Jul 2025 | zł8.4b | zł21.0b | zł705.8m | 16x | 11.9x | 0.4x |
| Fri, 27 Jun 2025 | zł8.4b | zł21.0b | zł705.8m | 15.5x | 11.9x | 0.4x |
| Sun, 25 May 2025 | zł8.4b | zł21.0b | zł722.2m | 14.8x | 11.7x | 0.4x |
| Tue, 22 Apr 2025 | zł7.9b | zł20.3b | zł667.9m | 13.1x | 11.8x | 0.4x |
| Thu, 20 Mar 2025 | zł8.0b | zł20.3b | zł673.5m | 11x | 11.9x | 0.4x |
| Sat, 15 Feb 2025 | zł8.5b | zł20.3b | zł659.3m | 12.6x | 12.8x | 0.4x |
| Mon, 13 Jan 2025 | zł8.2b | zł20.3b | zł659.4m | 12.2x | 12.5x | 0.4x |
| Wed, 11 Dec 2024 | zł7.6b | zł20.3b | zł659.4m | 11.9x | 11.5x | 0.4x |
| Fri, 08 Nov 2024 | zł7.4b | zł20.0b | zł681.6m | 11.8x | 10.9x | 0.4x |
| Sun, 06 Oct 2024 | zł7.5b | zł20.0b | zł684.4m | 11.5x | 10.9x | 0.4x |
| Tue, 03 Sep 2024 | zł7.8b | zł19.6b | zł652.8m | 12.2x | 11.9x | 0.4x |
| Thu, 01 Aug 2024 | zł7.3b | zł19.6b | zł653.4m | 10.4x | 11.2x | 0.4x |
| Sat, 29 Jun 2024 | zł8.2b | zł19.6b | zł654.0m | 10.5x | 12.5x | 0.4x |
| Mon, 27 May 2024 | zł8.2b | zł19.7b | zł666.6m | 9.8x | 12.4x | 0.4x |
| Wed, 24 Apr 2024 | zł7.9b | zł19.0b | zł800.0m | 8.5x | 9.8x | 0.4x |
| Fri, 22 Mar 2024 | zł8.3b | zł19.0b | zł802.4m | 8.6x | 10.3x | 0.4x |
| Sun, 18 Feb 2024 | zł8.1b | zł19.0b | zł802.8m | 9.9x | 10.1x | 0.4x |
| Tue, 16 Jan 2024 | zł8.0b | zł18.9b | zł811.8m | 9.7x | 9.8x | 0.4x |
| Thu, 14 Dec 2023 | zł8.9b | zł18.9b | zł814.8m | 10.8x | 11x | 0.5x |
| Sat, 11 Nov 2023 | zł8.3b | zł18.3b | zł813.1m | 10.2x | 10.2x | 0.5x |
| Mon, 09 Oct 2023 | zł8.3b | zł18.3b | zł813.1m | 10.2x | 10.2x | 0.5x |
| Wed, 06 Sep 2023 | zł8.6b | zł17.5b | zł867.4m | 9.9x | 10x | 0.5x |
| Fri, 04 Aug 2023 | zł9.3b | zł17.5b | zł872.9m | 10.6x | 10.6x | 0.5x |
10.6x
How does Polish Distributors compare with similar industries?
| PL Market | 0.95% | |
| Consumer Discretionary | 3.15% | |
| Retail Distributors | 6.94% | |
| Distributors | 6.94% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CAR Inter Cars | zł935.00 | 7.1% +zł869.1m | 64.6% | PE15.2x | |
| COS Cosma | zł0.35 | 13.5% +zł6.5m | -20.4% | PS3.2x |