Narrative Update • Aug 04

Last week, the Diversified Banks industry hasn't moved much but mBank is up 3.5% in that time. The past year has been better, since the industry has gained 29% in that time. As for the next few years, earnings are expected to grow by 7.4% per annum.
Has the Polish Diversified Banks Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 11 Aug 2026 | zł479.6b | zł109.4b | zł39.1b | 11.6x | 12.3x | 4.4x |
| Thu, 09 Jul 2026 | zł463.1b | zł109.2b | zł39.4b | 10.8x | 11.8x | 4.2x |
| Sat, 06 Jun 2026 | zł433.5b | zł109.2b | zł39.4b | 10.1x | 11x | 4x |
| Mon, 04 May 2026 | zł415.9b | zł109.0b | zł40.5b | 9.6x | 10.3x | 3.8x |
| Wed, 01 Apr 2026 | zł395.1b | zł108.9b | zł40.6b | 8.9x | 9.7x | 3.6x |
| Fri, 27 Feb 2026 | zł412.2b | zł110.7b | zł40.4b | 9.8x | 10.2x | 3.7x |
| Sun, 25 Jan 2026 | zł382.8b | zł111.3b | zł38.8b | 9.9x | 9.9x | 3.4x |
| Tue, 23 Dec 2025 | zł374.3b | zł111.3b | zł38.8b | 9.7x | 9.6x | 3.4x |
| Thu, 20 Nov 2025 | zł348.6b | zł111.0b | zł38.7b | 9x | 9x | 3.1x |
| Sat, 18 Oct 2025 | zł330.7b | zł110.2b | zł38.1b | 8.6x | 8.7x | 3x |
| Mon, 15 Sep 2025 | zł327.9b | zł110.2b | zł38.1b | 8.9x | 8.6x | 3x |
| Wed, 13 Aug 2025 | zł374.0b | zł108.8b | zł37.5b | 10.2x | 10x | 3.4x |
| Fri, 11 Jul 2025 | zł331.6b | zł106.4b | zł36.1b | 9.6x | 9.2x | 3.1x |
| Sun, 08 Jun 2025 | zł309.6b | zł106.4b | zł36.1b | 8.8x | 8.6x | 2.9x |
| Tue, 06 May 2025 | zł336.4b | zł105.2b | zł35.5b | 10x | 9.5x | 3.2x |
| Thu, 03 Apr 2025 | zł347.5b | zł104.7b | zł34.9b | 9.8x | 10x | 3.3x |
| Sat, 01 Mar 2025 | zł313.8b | zł97.3b | zł32.2b | 9.8x | 9.7x | 3.2x |
| Mon, 27 Jan 2025 | zł285.9b | zł96.8b | zł31.1b | 9.2x | 9.2x | 3x |
| Wed, 25 Dec 2024 | zł260.7b | zł96.8b | zł31.1b | 8.5x | 8.4x | 2.7x |
| Fri, 22 Nov 2024 | zł250.9b | zł97.1b | zł31.2b | 8.5x | 8.1x | 2.6x |
| Sun, 20 Oct 2024 | zł269.2b | zł94.7b | zł30.1b | 9.2x | 8.9x | 2.8x |
| Tue, 17 Sep 2024 | zł267.8b | zł94.7b | zł30.1b | 8.9x | 8.9x | 2.8x |
| Thu, 15 Aug 2024 | zł272.2b | zł94.1b | zł28.4b | 10.4x | 9.6x | 2.9x |
| Sat, 13 Jul 2024 | zł300.0b | zł94.1b | zł28.6b | 11x | 10.5x | 3.2x |
| Mon, 10 Jun 2024 | zł276.4b | zł94.1b | zł28.6b | 9.7x | 9.7x | 2.9x |
| Wed, 08 May 2024 | zł305.2b | zł92.7b | zł28.1b | 11.2x | 10.9x | 3.3x |
| Fri, 05 Apr 2024 | zł316.5b | zł91.5b | zł27.3b | 12.2x | 11.6x | 3.5x |
| Sun, 03 Mar 2024 | zł297.5b | zł94.0b | zł28.5b | 11.2x | 10.4x | 3.2x |
| Tue, 30 Jan 2024 | zł245.6b | zł90.8b | zł28.3b | 8.9x | 8.7x | 2.7x |
| Thu, 28 Dec 2023 | zł260.1b | zł90.8b | zł28.3b | 9.3x | 9.2x | 2.9x |
| Sat, 25 Nov 2023 | zł243.9b | zł90.8b | zł28.3b | 8.6x | 8.6x | 2.7x |
| Mon, 23 Oct 2023 | zł206.3b | zł71.7b | zł13.3b | 10.9x | 15.5x | 2.9x |
| Wed, 20 Sep 2023 | zł181.7b | zł71.7b | zł13.3b | 10.2x | 13.7x | 2.5x |
| Fri, 18 Aug 2023 | zł189.3b | zł69.7b | zł13.0b | 10.7x | 14.5x | 2.7x |
14.5x
How does Polish Diversified Banks compare with similar industries?
| PL Market | 1.82% | |
| Financials | 0.73% | |
| Banks | 0.09% | |
| Diversified Banks | 0.09% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BOS Bank Ochrony Srodowiska | zł10.54 | 3.1% +zł29.7m | 2.9% | PB0.4x | |
| PKO Powszechna Kasa Oszczednosci Bank Polski Spólka Akcyjna | zł109.04 | 0.02% +zł25.0m | 30.8% | PB2.3x |