Narrative Update • Jul 08
The Oil and Gas industry is up 5.2% in the last week, with Orlen up 5.3%. In the last 12 months, the industry was up 60%. Looking forward, earnings are forecast to grow by 11% annually.
Has the Polish Oil and Gas Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 13 Jul 2026 | zł164.5b | zł287.5b | zł6.2b | 16.1x | 26.6x | 0.6x |
| Wed, 10 Jun 2026 | zł169.8b | zł287.4b | zł6.6b | 16.3x | 25.7x | 0.6x |
| Fri, 08 May 2026 | zł165.8b | zł285.5b | zł2.8b | 64.7x | 59.1x | 0.6x |
| Sun, 05 Apr 2026 | zł157.9b | zł285.3b | zł10.6b | 13.6x | 14.9x | 0.6x |
| Tue, 03 Mar 2026 | zł134.9b | zł285.3b | zł10.6b | 11.9x | 12.7x | 0.5x |
| Thu, 29 Jan 2026 | zł123.6b | zł288.3b | zł5.9b | 15.4x | 20.9x | 0.4x |
| Sat, 27 Dec 2025 | zł110.6b | zł288.3b | zł5.9b | 14.1x | 18.7x | 0.4x |
| Mon, 24 Nov 2025 | zł116.2b | zł288.3b | zł5.9b | 14.4x | 19.6x | 0.4x |
| Wed, 22 Oct 2025 | zł108.7b | zł295.6b | zł4.3b | 21.1x | 25.6x | 0.4x |
| Fri, 19 Sep 2025 | zł97.3b | zł295.6b | zł4.3b | 21x | 22.9x | 0.3x |
| Sun, 17 Aug 2025 | zł92.7b | zł304.5b | zł1.8b | 20.6x | 50.6x | 0.3x |
| Tue, 15 Jul 2025 | zł104.4b | zł304.5b | zł1.8b | 22.3x | 57x | 0.3x |
| Thu, 12 Jun 2025 | zł91.3b | zł304.5b | zł1.8b | 20.4x | 49.8x | 0.3x |
| Sat, 10 May 2025 | zł86.0b | zł312.7b | zł116.6m | 32.9x | 737.1x | 0.3x |
| Mon, 07 Apr 2025 | zł76.6b | zł314.0b | zł7.7b | 40.6x | 10x | 0.2x |
| Wed, 05 Mar 2025 | zł74.2b | zł314.0b | zł7.7b | 42.5x | 9.7x | 0.2x |
| Fri, 31 Jan 2025 | zł62.8b | zł335.2b | zł3.4b | 45.5x | 18.2x | 0.2x |
| Sun, 29 Dec 2024 | zł56.3b | zł335.2b | zł3.4b | 42.1x | 16.4x | 0.2x |
| Tue, 26 Nov 2024 | zł62.2b | zł335.2b | zł3.4b | 40.2x | 18.1x | 0.2x |
| Thu, 24 Oct 2024 | zł63.2b | zł346.4b | zł7.6b | 126.1x | 8.3x | 0.2x |
| Sat, 21 Sep 2024 | zł67.0b | zł346.4b | zł8.0b | 5.4x | 8.4x | 0.2x |
| Mon, 19 Aug 2024 | zł76.3b | zł355.7b | zł15.1b | 2.7x | 5x | 0.2x |
| Wed, 17 Jul 2024 | zł77.5b | zł355.7b | zł15.1b | 2.8x | 5.1x | 0.2x |
| Fri, 14 Jun 2024 | zł74.5b | zł355.7b | zł15.1b | 2.5x | 4.9x | 0.2x |
| Sun, 12 May 2024 | zł81.4b | zł389.6b | zł21.9b | 2.2x | 3.7x | 0.2x |
| Tue, 09 Apr 2024 | zł82.5b | zł390.1b | zł28.5b | 2.9x | 2.9x | 0.2x |
| Thu, 07 Mar 2024 | zł75.3b | zł389.3b | zł27.9b | 4.2x | 2.7x | 0.2x |
| Sat, 03 Feb 2024 | zł122.9b | zł540.8b | zł44.2b | 3.6x | 2.8x | 0.2x |
| Mon, 01 Jan 2024 | zł122.6b | zł540.9b | zł44.2b | 3.6x | 2.8x | 0.2x |
| Wed, 29 Nov 2023 | zł121.5b | zł540.9b | zł44.2b | 3.5x | 2.8x | 0.2x |
| Fri, 27 Oct 2023 | zł123.1b | zł538.5b | zł55.4b | 3.5x | 2.2x | 0.2x |
| Sun, 24 Sep 2023 | zł117.0b | zł538.5b | zł55.4b | 3.5x | 2.1x | 0.2x |
| Tue, 22 Aug 2023 | zł118.9b | zł521.8b | zł54.6b | 3.5x | 2.2x | 0.2x |
| Thu, 20 Jul 2023 | zł128.3b | zł521.8b | zł54.6b | 3.5x | 2.4x | 0.2x |
2.4x
Which industries have driven the changes within the Polish Energy industry?
| PL Market | 1.94% | |
| Energy | 4.72% | |
| Oil and Gas | 4.73% | |
| Oil and Gas Refining and Marketing | 4.81% | |
| Integrated Oil and Gas | 0% | 0 |
| Coal and Fuels | -0.49% | |
| Oil and Gas Storage and Transportation | -1.48% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PKN Orlen | zł139.92 | 4.8% +zł7.5b | 58.6% | PE25.2x | |
| UNT Unimot | zł173.00 | 0.6% +zł8.2m | 23.6% | PE7x | |
| ONC ONICO | zł12.80 | 11.3% +zł1.9m | -32.6% | PE1.2x | |
| CLE Coal Energy | zł1.99 | 0.7% +zł599.2k | 2.3% | PE22.8x |