Some Investors May Be Worried About Pepees' (WSE:PPS) Returns On Capital
Jan 29
Have your own idea? Try our Stock Screener
Polish (WIG) Food Industry Analysis
UpdatedMar 30, 2026
DataAggregated Company Financials
Companies23
- 7D-0.3%
- 3M-0.3%
- 1Y-7.3%
- YTD-1.3%
Last week, the Food industry hasn't moved much but Gobarto is up 4.1% in that time. As for the longer term, the industry has declined 7.3% in the last year. In the next few years earnings are forecast to be pretty stable.
Industry Valuation and Performance
Has the Polish Food Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 30 Mar 2026 | zł12.3b | zł27.8b | zł1.4b | 9x | 8.7x | 0.4x |
| Wed, 25 Feb 2026 | zł12.9b | zł27.3b | zł1.5b | 9.4x | 8.7x | 0.5x |
| Fri, 23 Jan 2026 | zł13.1b | zł27.3b | zł1.5b | 9.1x | 8.8x | 0.5x |
| Sun, 21 Dec 2025 | zł12.4b | zł27.5b | zł1.5b | 8.6x | 8.3x | 0.5x |
| Tue, 18 Nov 2025 | zł12.4b | zł27.6b | zł1.7b | 9.4x | 7.2x | 0.5x |
| Thu, 16 Oct 2025 | zł11.7b | zł27.6b | zł1.7b | 8.9x | 6.7x | 0.4x |
| Sat, 13 Sep 2025 | zł11.7b | zł27.2b | zł1.5b | 8.3x | 7.7x | 0.4x |
| Mon, 11 Aug 2025 | zł12.0b | zł27.4b | zł1.4b | 8.5x | 8.4x | 0.4x |
| Wed, 09 Jul 2025 | zł11.6b | zł27.3b | zł1.4b | 8x | 8.1x | 0.4x |
| Fri, 06 Jun 2025 | zł11.9b | zł27.9b | zł1.5b | 7.8x | 8.1x | 0.4x |
| Sun, 04 May 2025 | zł12.6b | zł27.7b | zł1.8b | 6.8x | 7x | 0.5x |
| Tue, 01 Apr 2025 | zł12.4b | zł28.0b | zł1.7b | 7.5x | 7.3x | 0.4x |
| Thu, 27 Feb 2025 | zł13.9b | zł27.8b | zł2.0b | 7.9x | 6.9x | 0.5x |
| Sat, 25 Jan 2025 | zł10.9b | zł28.2b | zł2.1b | 7.4x | 5.3x | 0.4x |
| Mon, 23 Dec 2024 | zł9.7b | zł28.5b | zł2.1b | 7x | 4.6x | 0.3x |
| Wed, 20 Nov 2024 | zł9.5b | zł27.2b | zł1.4b | 7.7x | 6.8x | 0.3x |
| Fri, 18 Oct 2024 | zł9.1b | zł25.7b | zł844.5m | 9.1x | 10.8x | 0.4x |
| Sun, 15 Sep 2024 | zł9.3b | zł25.1b | zł831.7m | 11x | 11.2x | 0.4x |
| Tue, 13 Aug 2024 | zł9.2b | zł25.2b | zł808.4m | 8.8x | 11.3x | 0.4x |
| Thu, 11 Jul 2024 | zł9.1b | zł25.3b | zł810.3m | 8x | 11.3x | 0.4x |
| Sat, 08 Jun 2024 | zł9.3b | zł26.1b | zł986.7m | 8x | 9.4x | 0.4x |
| Mon, 06 May 2024 | zł8.5b | zł25.3b | zł766.8m | 10.9x | 11.1x | 0.3x |
| Wed, 03 Apr 2024 | zł8.0b | zł24.5b | zł784.7m | 10.4x | 10.2x | 0.3x |
| Fri, 01 Mar 2024 | zł9.2b | zł25.7b | zł1.1b | 9.1x | 8.5x | 0.4x |
| Sun, 28 Jan 2024 | zł8.2b | zł25.9b | zł1.1b | 9.2x | 7.6x | 0.3x |
| Tue, 26 Dec 2023 | zł7.8b | zł25.5b | zł1.1b | 7.6x | 7.3x | 0.3x |
| Thu, 23 Nov 2023 | zł7.1b | zł25.7b | zł1.9b | 7.3x | 3.7x | 0.3x |
| Sat, 21 Oct 2023 | zł7.0b | zł25.2b | zł1.2b | 6.7x | 5.9x | 0.3x |
| Mon, 18 Sep 2023 | zł6.8b | zł25.4b | zł1.1b | 6.3x | 6x | 0.3x |
| Wed, 16 Aug 2023 | zł6.2b | zł23.8b | zł1.0b | 7.5x | 6x | 0.3x |
| Fri, 14 Jul 2023 | zł5.8b | zł23.2b | zł883.2m | 11.3x | 6.6x | 0.3x |
| Sun, 11 Jun 2023 | zł5.8b | zł27.3b | zł215.0m | 10.9x | 27.1x | 0.2x |
| Tue, 09 May 2023 | zł6.0b | zł27.1b | zł118.5m | 7.7x | 50.7x | 0.2x |
| Thu, 06 Apr 2023 | zł5.5b | zł27.7b | zł164.9m | 7.4x | 33.3x | 0.2x |
Price to Earnings Ratio
33.3x
Current Industry PE
- Investors are pessimistic on the Polish Food 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 8.7x which is lower than its 3-year average PE of 9.8x.
- The industry is trading close to its 3-year average PS ratio of 0.36x.
Past Earnings Growth
- The earnings for companies in the Food industry have grown 105% per year over the last three years, while revenues have remained mostly flat.
- This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.
Industry Trends
Which industries have driven the changes within the Polish Consumer Staples industry?
| PL Market | 0.19% | |
| Consumer Staples | -7.58% | |
| Food | -0.26% | |
| Packaged Foods and Meats | 0.35% | |
| Agricultural Products | -0.58% | |
Industry PE
- Investors are most optimistic about the Packaged Foods and Meats industry which is trading above its 3-year average PE ratio of 12.3x.
- Analysts are expecting annual earnings growth of 18.5%, which is higher than its past year's earnings decline of 21.8% per year.
- Investors are most pessimistic about the Agricultural Products industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 3.7x.
Forecasted Growth
- Analysts are most optimistic on the Packaged Foods and Meats industry, expecting annual earnings growth of 19% over the next 5 years.
- This is better than its past earnings decline of 22% per year.
- In contrast, the Agricultural Products industry is expected to see its earnings decline by 3.3% 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 | |
|---|---|---|---|---|---|
| KER Kernel Holding | zł19.02 | 2.0% +zł111.4m | 0% | PE8.3x | |
| IMC IMC | zł31.50 | 3.3% +zł35.5m | -3.7% | PE4x | |
| GOB Gobarto | zł22.90 | 4.1% +zł25.0m | -8.0% | PE135.5x | |
| HEL Helio | zł45.00 | 6.1% +zł11.7m | 114.3% | PE11.4x | |
| SEK Seko | zł9.98 | 4.2% +zł2.7m | 8.7% | PE7.3x |
