Analysis Article • Jun 07

Last week, the Food industry hasn't moved much but Gobarto is up 6.1% in that time. As for the the longer term, the industry is up 7.3% over the past 12 months. As for the next few years, earnings are expected to grow by 27% per annum.
Has the Polish Food Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 24 Jun 2026 | zł12.5b | zł28.1b | zł1.4b | 8.9x | 9.2x | 0.4x |
| Fri, 22 May 2026 | zł13.0b | zł27.2b | zł1.2b | 9x | 10.7x | 0.5x |
| Sun, 19 Apr 2026 | zł12.6b | zł27.2b | zł1.4b | 8.9x | 9.2x | 0.5x |
| Tue, 17 Mar 2026 | zł12.6b | zł27.9b | zł1.4b | 9.3x | 8.9x | 0.5x |
| Thu, 12 Feb 2026 | zł13.3b | zł27.2b | zł1.5b | 9.3x | 9x | 0.5x |
| Sat, 10 Jan 2026 | zł12.8b | zł27.6b | zł1.5b | 9.5x | 8.5x | 0.5x |
| Mon, 08 Dec 2025 | zł12.4b | zł27.7b | zł1.5b | 8.9x | 8.2x | 0.4x |
| Wed, 05 Nov 2025 | zł12.2b | zł27.9b | zł1.8b | 9.6x | 6.9x | 0.4x |
| Fri, 03 Oct 2025 | zł11.7b | zł27.3b | zł1.5b | 8.3x | 7.6x | 0.4x |
| Sun, 31 Aug 2025 | zł12.2b | zł27.3b | zł1.5b | 8.2x | 8.1x | 0.4x |
| Tue, 29 Jul 2025 | zł11.6b | zł27.6b | zł1.4b | 8.4x | 8x | 0.4x |
| Thu, 26 Jun 2025 | zł11.8b | zł27.4b | zł1.4b | 7.9x | 8.2x | 0.4x |
| Sat, 24 May 2025 | zł12.5b | zł27.4b | zł1.7b | 7.8x | 7.3x | 0.5x |
| Mon, 21 Apr 2025 | zł11.6b | zł27.5b | zł1.7b | 7.5x | 6.9x | 0.4x |
| Wed, 19 Mar 2025 | zł13.5b | zł27.7b | zł1.7b | 8.6x | 8x | 0.5x |
| Fri, 14 Feb 2025 | zł13.5b | zł28.2b | zł2.1b | 7.6x | 6.6x | 0.5x |
| Sun, 12 Jan 2025 | zł10.0b | zł28.9b | zł2.1b | 7.9x | 4.7x | 0.3x |
| Tue, 10 Dec 2024 | zł10.0b | zł27.3b | zł1.5b | 7x | 6.8x | 0.4x |
| Thu, 07 Nov 2024 | zł9.2b | zł27.0b | zł1.3b | 7.4x | 7.3x | 0.3x |
| Sat, 05 Oct 2024 | zł9.1b | zł25.5b | zł839.0m | 9.9x | 10.8x | 0.4x |
| Mon, 02 Sep 2024 | zł9.5b | zł25.2b | zł844.7m | 8.5x | 11.2x | 0.4x |
| Wed, 31 Jul 2024 | zł9.2b | zł25.4b | zł812.2m | 8.8x | 11.3x | 0.4x |
| Fri, 28 Jun 2024 | zł9.8b | zł26.3b | zł992.7m | 7.6x | 9.9x | 0.4x |
| Sun, 26 May 2024 | zł8.8b | zł25.2b | zł768.1m | 8.2x | 11.5x | 0.4x |
| Tue, 23 Apr 2024 | zł8.4b | zł25.5b | zł820.0m | 10x | 10.2x | 0.3x |
| Thu, 21 Mar 2024 | zł8.0b | zł24.7b | zł790.2m | 9.3x | 10.1x | 0.3x |
| Sat, 17 Feb 2024 | zł8.2b | zł25.8b | zł1.1b | 8.9x | 7.6x | 0.3x |
| Mon, 15 Jan 2024 | zł7.8b | zł25.6b | zł1.1b | 8.4x | 7.3x | 0.3x |
| Wed, 13 Dec 2023 | zł7.2b | zł26.2b | zł1.8b | 9x | 3.9x | 0.3x |
| Fri, 10 Nov 2023 | zł7.0b | zł26.2b | zł2.1b | 7.2x | 3.3x | 0.3x |
| Sun, 08 Oct 2023 | zł6.9b | zł25.6b | zł1.2b | 6.5x | 6x | 0.3x |
| Tue, 05 Sep 2023 | zł5.7b | zł24.3b | zł1.1b | 6.1x | 5.4x | 0.2x |
| Thu, 03 Aug 2023 | zł5.8b | zł23.7b | zł1.0b | 7.5x | 5.8x | 0.2x |
| Sat, 01 Jul 2023 | zł5.5b | zł23.6b | zł900.4m | 10.7x | 6.2x | 0.2x |
6.2x
Which industries have driven the changes within the Polish Consumer Staples industry?
| PL Market | -2.29% | |
| Consumer Staples | 0.21% | |
| Food | -0.13% | |
| Packaged Foods and Meats | 1.79% | |
| Agricultural Products | -1.07% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TAR Tarczynski | zł124.00 | 2.5% +zł34.0m | 2.5% | PE9.5x | |
| GOB Gobarto | zł22.70 | 5.6% +zł33.4m | -11.0% | PE134.3x | |
| WWL Wawel | zł750.00 | 3.0% +zł28.4m | 10.6% | PE10.8x | |
| MAK Makarony Polskie | zł23.40 | 4.7% +zł11.4m | 22.5% | PE12.7x | |
| AGL Agroliga Group | zł27.90 | 8.1% +zł3.2m | 22.4% | PE5.3x |