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Polish (WIG) Diversified Banks Industry Analysis

UpdatedMay 12, 2026
DataAggregated Company Financials
Companies11
  • 7D1.6%
  • 3M2.1%
  • 1Y25.6%
  • YTDn/a

In the last week, the Diversified Banks industry is up 1.6%, with mBank up 4.0%. In the same time, Erste Bank Polska was down 7.7%. This takes the industry's 12 month performance to a gain of 26%. Looking forward, earnings are forecast to grow by 6.9% annually.

Industry Valuation and Performance

Has the Polish Diversified Banks Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 13 May 2026zł422.3bzł109.0bzł39.3b10.3x10.7x3.9x
Fri, 10 Apr 2026zł435.9bzł109.0bzł40.6b9.7x10.7x4x
Sun, 08 Mar 2026zł376.6bzł110.6bzł40.4b9x9.3x3.4x
Tue, 03 Feb 2026zł404.5bzł111.3bzł38.8b10.4x10.4x3.6x
Thu, 01 Jan 2026zł374.3bzł111.3bzł38.8b9.7x9.6x3.4x
Sat, 29 Nov 2025zł354.7bzł111.3bzł38.8b9.3x9.1x3.2x
Mon, 27 Oct 2025zł344.4bzł110.1bzł38.2b9x9x3.1x
Wed, 24 Sep 2025zł321.7bzł110.2bzł38.1b8.6x8.4x2.9x
Fri, 22 Aug 2025zł373.0bzł110.1bzł38.0b9.9x9.8x3.4x
Sun, 20 Jul 2025zł348.3bzł106.4bzł36.1b9.9x9.6x3.3x
Tue, 17 Jun 2025zł313.2bzł106.4bzł36.1b8.9x8.7x2.9x
Thu, 15 May 2025zł340.2bzł106.2bzł36.0b10x9.4x3.2x
Sat, 12 Apr 2025zł310.8bzł104.7bzł34.9b8.9x8.9x3x
Mon, 10 Mar 2025zł324.2bzł97.7bzł32.3b10x10x3.3x
Wed, 05 Feb 2025zł288.7bzł96.8bzł31.1b9x9.3x3x
Fri, 03 Jan 2025zł260.1bzł96.8bzł31.1b8.7x8.3x2.7x
Sun, 01 Dec 2024zł250.0bzł96.8bzł31.1b8.2x8x2.6x
Tue, 29 Oct 2024zł257.4bzł94.9bzł30.2b8.8x8.5x2.7x
Thu, 26 Sep 2024zł269.3bzł94.7bzł30.1b9.1x8.9x2.8x
Sat, 24 Aug 2024zł281.7bzł92.6bzł30.3b9.2x9.3x3x
Mon, 22 Jul 2024zł293.5bzł94.1bzł28.6b10.8x10.3x3.1x
Wed, 19 Jun 2024zł281.2bzł94.1bzł28.6b9.9x9.8x3x
Fri, 17 May 2024zł284.5bzł93.7bzł28.6b9.9x9.9x3x
Sun, 14 Apr 2024zł306.2bzł91.5bzł27.3b11.7x11.2x3.3x
Tue, 12 Mar 2024zł291.6bzł91.5bzł27.3b11.2x10.7x3.2x
Thu, 08 Feb 2024zł269.1bzł91.7bzł28.9b9.3x9.3x2.9x
Sat, 06 Jan 2024zł251.2bzł90.8bzł28.3b8.9x8.9x2.8x
Mon, 04 Dec 2023zł255.2bzł90.8bzł28.3b8.9x9x2.8x
Wed, 01 Nov 2023zł224.4bzł80.2bzł20.4b9.8x11x2.8x
Fri, 29 Sep 2023zł176.5bzł71.7bzł13.3b9.8x13.3x2.5x
Sun, 27 Aug 2023zł189.6bzł71.5bzł13.2b10.7x14.4x2.7x
Tue, 25 Jul 2023zł204.7bzł67.9bzł11.6b14.2x17.7x3x
Thu, 22 Jun 2023zł186.9bzł67.9bzł11.6b12.9x16.1x2.8x
Sat, 20 May 2023zł172.2bzł68.4bzł11.3b11.9x15.3x2.5x
Price to Earnings Ratio

15.3x


Total Market Cap: zł172.2bTotal Earnings: zł11.3bTotal Revenue: zł68.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Polish Diversified Banks Industry Price to Earnings3Y Average 10.4x202420252026
Current Industry PE
  • Investors are relatively neutral on the Polish Diversified Banks industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 10.4x.
  • The 3-year average PS ratio of 3.1x is lower than the industry's current PS ratio of 3.9x.
Past Earnings Growth
  • The earnings for companies in the Diversified Banks industry have grown 52% per year over the last three years.
  • Revenues for these companies have grown 17% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does Polish Diversified Banks compare with similar industries?

PL Market2.07%
Financials1.60%
Banks1.62%
Diversified Banks1.62%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
MBK mBankzł1.17k4.0%
+zł1.9b		42.6%PB2.2x
ING ING Bank Slaskizł386.600.7%
+zł364.3m		23.5%PB2.4x
PEO Bank Polska Kasa Opiekizł230.100.2%
+zł105.0m		26.6%PB1.7x

Latest News

BHW
zł114.40
Bank Handlowy w Warszawie
7D
-1.7%
1Y
-3.5%
MIL
zł17.91
Bank Millennium
7D
-0.06%
1Y
24.5%
Narrative Update • May 09

MIL: Future Returns Will Rely On Margin Strength And Resilient P/E Levels

Analysts now set Bank Millennium's fair value at roughly PLN 16.84 per share, compared with around PLN 16.12 previously, citing updated assumptions for profit margins, the discount rate, and future P/E levels. Valuation Changes Fair Value: Adjusted from PLN 16.12 to PLN 16.84 per share, reflecting a modest increase in the estimated equity value.
BNP
zł143.80
BNP Paribas Bank Polska
7D
-1.5%
1Y
37.0%
ING
zł386.60
ING Bank Slaski
7D
0.7%
1Y
23.5%
Narrative Update • May 06

ING: Dividend Commitment And Steady Outlook Will Support Fair Value

Analysts have left the PLN 381.38 price target for ING Bank Slaski unchanged, noting that a slightly higher assumed discount rate and revenue growth outlook are offset by a modestly lower profit margin and broadly steady future P/E expectations. What's in the News ING Bank Slaski S.A. announced an annual dividend of PLN 26.71 per share, with payment scheduled for April 27, 2026 (Key Developments).
EBP
zł564.40
Erste Bank Polska
7D
-7.7%
1Y
7.1%
Narrative Update • May 06

EBP: Sector Discount Rate Reset Will Likely Restrain Future Share Price Upside

Analysts kept the fair value for Erste Bank Polska steady at PLN 490.00, citing slightly adjusted assumptions for the discount rate, revenue growth, profit margin and future P/E that are broadly in line with recent sector research, including the PLN 83 price target change at Santander Bank Polska. Analyst Commentary Recent commentary around Erste Bank Polska has kept the fair value steady at PLN 490.00, even as some inputs such as the discount rate, revenue growth, profit margin and future P/E have been tweaked to align more closely with sector research and the PLN 83 price target move at Santander Bank Polska reported by JPMorgan analyst Mehmet.
ALR
zł117.55
Alior Bank
7D
-4.3%
1Y
9.0%
PEO
zł230.10
Bank Polska Kasa Opieki
7D
0.2%
1Y
26.6%
MBK
zł1,169.50
mBank
7D
4.0%
1Y
42.6%
PKO
zł95.02
Powszechna Kasa Oszczednosci Bank Polski Spólka Akcyjna
7D
-0.03%
1Y
21.5%
Narrative Update • Apr 25

PKO: Regional Volume Outlook And Dividend Will Balance Recent Downgrades

The updated analyst price target for Powszechna Kasa Oszczednosci Bank Polski Spólka Akcyjna edges higher to around PLN 100.46 from PLN 100.25, as analysts weigh recent downgrades alongside new coverage that highlights potential in Central and Eastern Europe banks, supported by low market penetration and a solid volume outlook. Analyst Commentary Recent research shows a split in views on Powszechna Kasa Oszczednosci Bank Polski Spólka Akcyjna, with some analysts turning more cautious while others see room for upside, especially within the wider Central and Eastern Europe banking space.
GTN
zł0.49
Getin Holding
7D
-1.8%
1Y
-26.2%
BOS
zł10.12
Bank Ochrony Srodowiska
7D
-1.9%
1Y
-5.6%