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Polish (WIG) Capital Markets Industry Analysis

UpdatedMar 16, 2024
DataAggregated Company Financials
Companies38
  • 7D1.2%
  • 3M25.3%
  • 1Y41.5%
  • YTD23.5%

In the last week, the Capital Markets industry is up 1.2%, with XTB up 5.2%. In the same time, MCI Capital Alternatywna Spólka Inwestycyjna was down 6.7%. In the last 12 months, the industry was up 41%. As for the next few years, earnings are forecast to decline by 6.1% per annum.

Industry Valuation and Performance

Has the Polish Capital Markets Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 17 Mar 2024zł11.5bzł3.9bzł1.3b14.6x8.7x2.9x
Tue, 13 Feb 2024zł10.3bzł3.6bzł1.0b19.7x9.8x2.9x
Thu, 11 Jan 2024zł10.1bzł3.3bzł859.5m18.4x11.7x3x
Sat, 09 Dec 2023zł9.6bzł3.3bzł858.7m17.8x11.2x2.9x
Mon, 06 Nov 2023zł9.0bzł3.4bzł831.6m19.8x10.8x2.6x
Wed, 04 Oct 2023zł8.4bzł3.5bzł957.4m16.7x8.7x2.4x
Fri, 01 Sep 2023zł8.9bzł3.5bzł871.2m23.4x10.2x2.5x
Sun, 30 Jul 2023zł9.8bzł3.5bzł875.7m23.8x11.2x2.8x
Tue, 27 Jun 2023zł9.8bzł3.7bzł986.8m21.2x9.9x2.7x
Thu, 25 May 2023zł9.5bzł3.7bzł996.8m19.1x9.5x2.6x
Sat, 22 Apr 2023zł9.0bzł3.8bzł962.3m18.6x9.4x2.4x
Mon, 20 Mar 2023zł8.5bzł4.0bzł1.0b17x8.2x2.1x
Wed, 15 Feb 2023zł8.5bzł4.0bzł1.0b19x8.3x2.1x
Fri, 13 Jan 2023zł8.7bzł4.0bzł1.0b17.2x8.4x2.2x
Sun, 11 Dec 2022zł8.0bzł4.0bzł1.0b15.1x7.8x2x
Tue, 08 Nov 2022zł7.8bzł4.0bzł1.1b9.9x7.3x2x
Thu, 06 Oct 2022zł6.9bzł3.8bzł924.8m10.8x7.5x1.8x
Sat, 03 Sep 2022zł6.9bzł4.0bzł1.3b14.1x5.4x1.7x
Mon, 01 Aug 2022zł7.2bzł4.3bzł1.5b17.3x4.7x1.7x
Wed, 29 Jun 2022zł7.2bzł3.9bzł1.3b17.8x5.7x1.8x
Fri, 27 May 2022zł4.9tzł3.7bzł1.3b20.9x3862x1327x
Sun, 24 Apr 2022zł7.3bzł3.5bzł1.1b15.7x6.7x2.1x
Tue, 22 Mar 2022zł7.2bzł3.5bzł1.1b12.4x6.8x2.1x
Thu, 17 Feb 2022zł7.1bzł3.5bzł1.1b14.5x6.6x2.1x
Sat, 15 Jan 2022zł7.5bzł2.3bzł1.0b15.3x7.4x3.2x
Mon, 13 Dec 2021zł7.1bzł2.3bzł1.0b17.2x7x3x
Wed, 10 Nov 2021zł7.8bzł2.4bzł994.9m14.3x7.8x3.3x
Fri, 08 Oct 2021zł7.6bzł2.3bzł956.5m12.7x7.9x3.3x
Sun, 05 Sep 2021zł7.5bzł2.2bzł558.1m15.8x13.4x3.4x
Tue, 03 Aug 2021zł7.3bzł2.2bzł558.1m15x13.1x3.3x
Fri, 07 May 2021zł8.3bzł2.6bzł731.3m17.7x11.3x3.2x
Price to Earnings Ratio

11.5x


Total Market Cap: zł8.4bTotal Earnings: zł731.3mTotal Revenue: zł2.6bTotal Market Cap vs Earnings and Revenue0%0%0%
Polish Capital Markets Industry Price to Earnings3Y Average 16x202220232024
Current Industry PE
  • Investors are pessimistic on the Polish Capital Markets 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 8.7x which is lower than its 3-year average PE of 16.1x.
  • The 3-year average PS ratio of 5.0x is higher than the industry's current PS ratio of 2.9x.
Past Earnings Growth
  • The earnings for companies in the Capital Markets industry have grown 22% per year over the last three years.
  • Revenues for these companies have grown 15% 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 industry?

PL Market0.35%
Financials3.70%
Capital Markets1.22%
Investment Banking and Brokerage4.21%
Diversified Capital Markets0%
Financial Exchanges and Data-1.79%
Asset Management-4.61%
Industry PE
  • Investors are most optimistic about the Financial Exchanges and Data industry, which is trading close to its 3-year average PE ratio of 11.0x.
    • Analysts are expecting annual earnings decline of 2.7%, which is lower than the prior year's growth of 0.2% per year.
  • Investors are most pessimistic about the Asset Management industry, which is trading below its 3-year average of 41.3x.
Forecasted Growth
  • Despite it being negative, analysts are least pessimistic on the Financial Exchanges and Data industry since they expect its earnings to decline by only 2.7% per year over the next 5 years, which isn't as bad as the other industries.
  • This is a reversal from its past annual earnings growth rate of 0.2% per year.
  • In contrast, the Investment Banking and Brokerage industry is expected to see its earnings decline by 7.0% 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
XTB XTBzł55.005.2%
+zł317.4m
67.2%PE8.2x
QRS Quercus TFIzł6.521.2%
+zł4.2m
79.1%PE22.3x
FVE Foto Volt Eko Energiazł0.3836.0%
+zł2.2m
6.8%PS1.8x
PMG Polska Grupa Militarna Spólka Akcyjnazł2.666.4%
+zł2.0m
145.2%PS97.9x
CSR Caspar Asset Managementzł9.002.3%
+zł2.0m
-26.8%PE29.7x
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ONE

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1Y

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BPC

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Black Pearl

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1Y

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PMG

zł2.66

Polska Grupa Militarna Spólka Akcyjna

7D

6.4%

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QRS

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XTB

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NTC

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New Tech Capital

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MCI

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MCI Capital Alternatywna Spólka Inwestycyjna

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1Y

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DEV

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CSR

zł9.00

Caspar Asset Management

7D

2.3%

1Y

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FVE

zł0.38

Foto Volt Eko Energia

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36.0%

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Skarbiec Holding

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