Analysis Article • Jun 07

The Food is pretty flat in the last 7 days, but Gobarto has stood out, gaining 6.1%. As for the the longer term, the industry is up 7.6% 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 |
|---|---|---|---|---|---|---|
| Tue, 23 Jun 2026 | zł12.5b | zł28.0b | zł1.3b | 8.7x | 9.3x | 0.4x |
| Thu, 21 May 2026 | zł13.0b | zł27.3b | zł1.2b | 10x | 10.7x | 0.5x |
| Sat, 18 Apr 2026 | zł12.6b | zł27.2b | zł1.4b | 8.9x | 9.2x | 0.5x |
| Mon, 16 Mar 2026 | zł12.6b | zł27.9b | zł1.4b | 9.3x | 8.9x | 0.5x |
| Wed, 11 Feb 2026 | zł13.4b | zł27.2b | zł1.5b | 9.3x | 9.1x | 0.5x |
| Fri, 09 Jan 2026 | zł12.8b | zł27.5b | zł1.5b | 9.5x | 8.5x | 0.5x |
| Sun, 07 Dec 2025 | zł12.4b | zł27.7b | zł1.5b | 8.9x | 8.2x | 0.4x |
| Tue, 04 Nov 2025 | zł12.0b | zł27.8b | zł1.8b | 9.6x | 6.8x | 0.4x |
| Thu, 02 Oct 2025 | zł11.7b | zł27.3b | zł1.5b | 8.3x | 7.7x | 0.4x |
| Sat, 30 Aug 2025 | zł12.2b | zł27.5b | zł1.4b | 8.2x | 8.6x | 0.4x |
| Mon, 28 Jul 2025 | zł11.7b | zł27.3b | zł1.4b | 8.4x | 8.3x | 0.4x |
| Wed, 25 Jun 2025 | zł11.7b | zł27.5b | zł1.4b | 7.9x | 8.1x | 0.4x |
| Fri, 23 May 2025 | zł12.4b | zł27.6b | zł1.7b | 7.5x | 7.2x | 0.4x |
| Sun, 20 Apr 2025 | zł11.6b | zł27.5b | zł1.7b | 7.5x | 6.9x | 0.4x |
| Tue, 18 Mar 2025 | zł13.5b | zł27.8b | zł1.7b | 8.6x | 8x | 0.5x |
| Thu, 13 Feb 2025 | zł11.9b | zł28.2b | zł2.1b | 7.5x | 5.8x | 0.4x |
| Sat, 11 Jan 2025 | zł10.0b | zł28.9b | zł2.1b | 7.9x | 4.7x | 0.3x |
| Mon, 09 Dec 2024 | zł10.0b | zł27.3b | zł1.5b | 7x | 6.8x | 0.4x |
| Wed, 06 Nov 2024 | zł9.1b | zł26.7b | zł1.2b | 7.4x | 7.3x | 0.3x |
| Fri, 04 Oct 2024 | zł9.1b | zł25.4b | zł835.3m | 9.9x | 10.9x | 0.4x |
| Sun, 01 Sep 2024 | zł9.5b | zł25.2b | zł844.7m | 8.5x | 11.2x | 0.4x |
| Tue, 30 Jul 2024 | zł9.3b | zł25.4b | zł811.3m | 8.8x | 11.4x | 0.4x |
| Thu, 27 Jun 2024 | zł9.8b | zł26.3b | zł993.9m | 7.5x | 9.9x | 0.4x |
| Sat, 25 May 2024 | zł8.8b | zł25.2b | zł776.3m | 10.1x | 11.4x | 0.4x |
| Mon, 22 Apr 2024 | zł8.4b | zł25.5b | zł820.0m | 10x | 10.2x | 0.3x |
| Wed, 20 Mar 2024 | zł8.1b | zł24.8b | zł793.4m | 9.2x | 10.2x | 0.3x |
| Fri, 16 Feb 2024 | zł8.1b | zł25.9b | zł1.1b | 8.5x | 7.5x | 0.3x |
| Sun, 14 Jan 2024 | zł7.8b | zł25.6b | zł1.1b | 8.4x | 7.3x | 0.3x |
| Tue, 12 Dec 2023 | zł7.1b | zł26.3b | zł1.9b | 8.9x | 3.8x | 0.3x |
| Thu, 09 Nov 2023 | zł7.0b | zł26.3b | zł2.1b | 6.6x | 3.3x | 0.3x |
| Sat, 07 Oct 2023 | zł6.9b | zł25.6b | zł1.2b | 6.5x | 6x | 0.3x |
| Mon, 04 Sep 2023 | zł5.9b | zł24.5b | zł784.7m | 6.1x | 7.5x | 0.2x |
| Wed, 02 Aug 2023 | zł5.8b | zł23.6b | zł1.0b | 7.5x | 5.8x | 0.2x |
| Fri, 30 Jun 2023 | zł5.5b | zł23.7b | zł905.0m | 10.2x | 6.1x | 0.2x |
6.1x
Which industries have driven the changes within the Polish Consumer Staples industry?
| PL Market | -0.48% | |
| Consumer Staples | 0.78% | |
| Food | 0.31% | |
| Packaged Foods and Meats | 1.35% | |
| Agricultural Products | -0.19% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| GOB Gobarto | zł22.70 | 6.1% +zł36.1m | -9.9% | PE134.3x | |
| TAR Tarczynski | zł121.50 | 2.1% +zł28.4m | 1.3% | PE9.4x | |
| KER Kernel Holding | zł19.50 | 0.3% +zł17.6m | 16.1% | PE6.7x | |
| MAK Makarony Polskie | zł23.45 | 7.1% +zł16.9m | 19.6% | PE12.7x | |
| WWL Wawel | zł740.00 | 1.6% +zł15.5m | 10.1% | PE10.7x |