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Polish (WIG) Financials Sector Analysis

UpdatedNov 10, 2024
DataAggregated Company Financials
Companies69
  • 7D5.7%
  • 3M0.07%
  • 1Y14.5%
  • YTD5.3%

Over the last 7 days, the Financials industry has risen 5.7%, driven by gains from Powszechna Kasa Oszczednosci Bank Polski Spólka Akcyjna of 6.8%. During this same period, the Letus Capital underperformed, falling 14%. This means that the industry has gained 14% over the past year. As for the next few years, earnings are expected to grow by 5.5% per annum.

Sector Valuation and Performance

Has the Polish Financials Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 10 Nov 2024zł329.7bzł161.9bzł38.9b9.4x8.5x2x
Tue, 08 Oct 2024zł313.8bzł159.1bzł37.6b8.8x8.4x2x
Thu, 05 Sep 2024zł346.2bzł159.2bzł37.9b9.2x9.1x2.2x
Sat, 03 Aug 2024zł333.7bzł159.0bzł36.4b8.2x9.2x2.1x
Mon, 01 Jul 2024zł366.7bzł158.7bzł36.2b9x10.1x2.3x
Wed, 29 May 2024zł351.4bzł158.7bzł36.2b8.7x9.7x2.2x
Fri, 26 Apr 2024zł370.9bzł156.0bzł35.1b8.9x10.6x2.4x
Sun, 24 Mar 2024zł368.4bzł155.6bzł34.9b11x10.6x2.4x
Tue, 20 Feb 2024zł341.7bzł156.6bzł35.3b10.9x9.7x2.2x
Thu, 18 Jan 2024zł303.0bzł154.5bzł35.3b10x8.6x2x
Sat, 16 Dec 2023zł314.8bzł154.4bzł35.3b10.6x8.9x2x
Mon, 13 Nov 2023zł288.2bzł150.2bzł34.4b9.7x8.4x1.9x
Wed, 11 Oct 2023zł250.2bzł131.1bzł19.5b10.4x12.9x1.9x
Fri, 08 Sep 2023zł231.7bzł131.3bzł42.2b10.5x5.5x1.8x
Sun, 06 Aug 2023zł258.7bzł124.8bzł18.3b15x14.1x2.1x
Tue, 04 Jul 2023zł244.3bzł123.2bzł17.1b13.3x14.3x2x
Thu, 01 Jun 2023zł217.5bzł124.6bzł17.1b11.6x12.7x1.7x
Sat, 29 Apr 2023zł218.5bzł117.8bzł15.9b11.7x13.7x1.9x
Mon, 27 Mar 2023zł184.7bzł112.5bzł15.5b10x11.9x1.6x
Wed, 22 Feb 2023zł202.2bzł112.2bzł14.4b10.8x14x1.8x
Fri, 20 Jan 2023zł211.3bzł110.7bzł10.0b12.3x21.2x1.9x
Sun, 18 Dec 2022zł188.3bzł110.6bzł9.9b12x18.9x1.7x
Tue, 15 Nov 2022zł191.7bzł109.1bzł9.9b10.9x19.5x1.8x
Thu, 13 Oct 2022zł146.5bzł113.3bzł17.3b7.8x8.5x1.3x
Sat, 10 Sep 2022zł163.0bzł112.4bzł17.1b9.1x9.5x1.5x
Mon, 08 Aug 2022zł165.2bzł112.2bzł17.1b10.5x9.7x1.5x
Wed, 06 Jul 2022zł167.8bzł107.6bzł16.3b10.9x10.3x1.6x
Fri, 03 Jun 2022zł196.3bzł107.4bzł17.0b12.6x11.5x1.8x
Sun, 01 May 2022zł202.0bzł111.5bzł17.8b11.1x11.4x1.8x
Tue, 29 Mar 2022zł226.7bzł101.0bzł14.3b13x15.9x2.2x
Thu, 24 Feb 2022zł254.7bzł93.9bzł8.4b13.7x30.4x2.7x
Sat, 22 Jan 2022zł270.0bzł91.4bzł9.5b15.9x28.5x3x
Mon, 20 Dec 2021zł247.7bzł91.4bzł9.5b14.7x26.1x2.7x
Wed, 17 Nov 2021zł280.1bzł90.6bzł9.6b15.7x29.2x3.1x
Price to Earnings Ratio

29.2x


Total Market Cap: zł280.1bTotal Earnings: zł9.6bTotal Revenue: zł90.6bTotal Market Cap vs Earnings and Revenue0%0%0%
Polish Financials Sector Price to Earnings3Y Average 14.1x202220232024
Current Industry PE
  • Investors are pessimistic on the Polish Financials 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 8.5x which is lower than its 3-year average PE of 14.2x.
  • The industry is trading close to its 3-year average PS ratio of 2.1x.
Past Earnings Growth
  • The earnings for companies in the Financials industry have grown 59% per year over the last three years.
  • Revenues for these companies have grown 22% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Polish Financials sector?

PL Market3.24%
Financials5.72%
Banks6.23%
Capital Markets4.00%
Insurance3.61%
Diversified Financial2.40%
Consumer Finance1.51%
Mortgage Finance0%
Mortgage REITs0%
Industry PE
  • Investors are most optimistic about the Capital Markets industry even though it's trading below its 3-year average PE ratio of 15.6x.
    • Analysts are expecting annual earnings decline of 4.8%, which is lower than the prior year's growth of 8.2% per year.
  • Investors are most pessimistic about the Diversified Financial industry, which is trading below its 3-year average of 11.3x.
Forecasted Growth
  • Analysts are most optimistic on the Banks industry, expecting annual earnings growth of 6.5% over the next 5 years.
  • However this is lower than its past earnings growth rate of 13% per year.
  • In contrast, the Capital Markets industry is expected to see its earnings decline by 4.8% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
PKO Powszechna Kasa Oszczednosci Bank Polski Spólka Akcyjnazł59.586.8%
+zł4.7b
36.0%PB1.5x
PEO Bank Polska Kasa Opiekizł155.1010.6%
+zł3.9b
19.8%PB1.3x
SPL Santander Bank Polskazł473.805.8%
+zł2.7b
1.7%PB1.5x
PZU Powszechny Zaklad Ubezpieczenzł41.153.7%
+zł1.3b
-10.1%PE7.2x
ALR Alior Bankzł95.809.6%
+zł1.1b
40.2%PB1.2x
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Latest News

CSR

zł6.90

Caspar Asset Management

7D

-10.4%

1Y

-31.0%

BNP

zł91.40

BNP Paribas Bank Polska

7D

5.8%

1Y

37.7%

PEO

zł155.10

Bank Polska Kasa Opieki

7D

10.6%

1Y

19.8%

MBK

zł584.00

mBank

7D

4.0%

1Y

11.6%

SPL

zł473.80

Santander Bank Polska

7D

5.8%

1Y

1.7%

MIL

zł9.05

Bank Millennium

7D

9.0%

1Y

22.3%

NWA

zł23.00

NWAI Dom Maklerski

7D

-6.5%

1Y

12.7%

ALR

zł95.80

Alior Bank

7D

9.6%

1Y

40.2%

NVG

zł1.70

Novavis Group

7D

-2.9%

1Y

-21.3%

ADV

zł0.45

Adiuvo Investments

7D

-23.6%

1Y

-42.8%

ALI

zł2.38

Altus

7D

-2.5%

1Y

14.4%

PZU

zł41.15

Powszechny Zaklad Ubezpieczen

7D

3.7%

1Y

-10.1%

HMP

zł0.34

Hemp & Health

7D

-7.3%

1Y

1.9%

LET

zł1.30

Letus Capital

7D

-14.5%

1Y

n/a

FEM

zł0.45

Femion Technology

7D

-13.5%

1Y

-54.1%