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Polish (WIG) Asset Management Industry Analysis

UpdatedFeb 16, 2025
DataAggregated Company Financials
Companies27
  • 7D4.4%
  • 3M2.5%
  • 1Y1.8%
  • YTDn/a

In the last week, the Asset Management industry is up 1.5%, with Quercus TFI leading the way, up 6.3%. In the same time, Carlson Investments was down 28%. This means that the industry has gained 4.3% over the past year.

Industry Valuation and Performance

Has the Polish Asset Management Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 16 Feb 2025zł2.7bzł553.7mzł112.0m23.8x24.2x4.9x
Tue, 14 Jan 2025zł2.5bzł553.7mzł112.0m23.9x22.8x4.6x
Thu, 12 Dec 2024zł2.6bzł557.0mzł112.6m20.5x22.8x4.6x
Sat, 09 Nov 2024zł2.7bzł575.8mzł194.3m10.8x13.8x4.6x
Mon, 07 Oct 2024zł2.7bzł563.5mzł169.9m10.7x16.1x4.9x
Wed, 04 Sep 2024zł2.7bzł648.3mzł329.0m7.2x8.1x4.1x
Fri, 02 Aug 2024zł2.3bzł640.5mzł334.0m7.2x7x3.6x
Sun, 30 Jun 2024zł2.5bzł640.5mzł322.2m8x7.8x3.9x
Tue, 28 May 2024zł2.6bzł629.9mzł316.7m8.5x8.1x4.1x
Thu, 25 Apr 2024zł2.7bzł609.2mzł294.5m6.9x9.1x4.4x
Sat, 23 Mar 2024zł2.5bzł717.0mzł381.9m13.7x6.6x3.5x
Mon, 19 Feb 2024zł2.4bzł389.8mzł111.9m25.5x21.5x6.2x
Wed, 17 Jan 2024zł3.0bzł397.7mzł117.3m24.7x25.9x7.6x
Fri, 15 Dec 2023zł3.0bzł407.3mzł115.5m25.4x26.4x7.5x
Sun, 12 Nov 2023zł2.6bzł421.0mzł91.1m17.3x28.3x6.1x
Tue, 10 Oct 2023zł2.6bzł417.9mzł102.4m17.7x25.2x6.2x
Thu, 07 Sep 2023zł2.8bzł412.0mzł24.9m25x113.1x6.8x
Sat, 05 Aug 2023zł2.9bzł424.3mzł30.5m28.8x94.5x6.8x
Mon, 03 Jul 2023zł2.8bzł424.8mzł32.4m27.4x87.5x6.7x
Wed, 31 May 2023zł2.7bzł426.7mzł35.1m22.6x78.2x6.4x
Fri, 28 Apr 2023zł2.7bzł484.9mzł35.1m21x76.9x5.6x
Sun, 26 Mar 2023zł2.6bzł546.7mzł85.9m17.1x30x4.7x
Tue, 21 Feb 2023zł2.7bzł545.6mzł75.6m19x35.2x4.9x
Thu, 19 Jan 2023zł2.8bzł573.1mzł76.8m18.6x36.1x4.8x
Sat, 17 Dec 2022zł2.5bzł560.7mzł69.1m19.3x36.7x4.5x
Mon, 14 Nov 2022zł2.6bzł589.7mzł92.3m11.9x28.3x4.4x
Wed, 12 Oct 2022zł2.7bzł583.1mzł93.3m11.7x28.4x4.5x
Fri, 09 Sep 2022zł2.5bzł828.5mzł441.9m16.2x5.7x3x
Sun, 07 Aug 2022zł2.7bzł1.1bzł671.0m21x4x2.5x
Tue, 05 Jul 2022zł2.8bzł1.1bzł671.6m22.8x4.1x2.6x
Thu, 02 Jun 2022zł3.0bzł1.1bzł665.5m30.4x4.6x2.8x
Sat, 30 Apr 2022zł7.5bzł11.3bzł2.7b15x2.7x0.7x
Mon, 28 Mar 2022zł2.8bzł980.5mzł623.9m10.6x4.4x2.8x
Wed, 23 Feb 2022zł2.8bzł981.2mzł626.4m17.3x4.5x2.9x
Price to Earnings Ratio

4.5x


Total Market Cap: zł2.8bTotal Earnings: zł626.4mTotal Revenue: zł981.2mTotal Market Cap vs Earnings and Revenue0%0%0%
Polish Asset Management Industry Price to Earnings3Y Average 41.5x202320242025
Current Industry PE
  • Investors are pessimistic on the Polish Asset Management and Custody Banks 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 23.8x which is lower than its 3-year average PE of 41.4x.
  • The 3-year average PS ratio of 13.0x is higher than the industry's current PS ratio of 4.8x.
Past Earnings Growth
  • The earnings for companies in the Asset Management and Custody Banks industry have declined 44% per year over the last three years,
  • Revenues have also declined 17% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Comparison

How does Polish Asset Management compare with similar industries?

PL Market2.88%
Financials3.17%
Capital Markets3.97%
Asset Management4.39%
Investment Banking and Brokerage4.39%
Financial Exchanges and Data1.46%
Diversified Capital Markets0%0
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
MCI MCI Capital Alternatywna Spólka Inwestycyjnazł26.302.7%
+zł36.7m		4.8%PE51.5x
PRA Prime Alternatywna Spolka Inwestycyjna Spolka Akcyjnazł1.5025.0%
+zł34.1m		n/aPB20.3x
QRS Quercus TFIzł8.546.8%
+zł29.8m		43.8%PE11x
PMG Polska Grupa Militarna Spólka Akcyjnazł1.9846.1%
+zł6.6m		-8.8%PS11.2x
SHG Starhedgezł0.298.9%
+zł2.6m		-30.0%n/a
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Latest News

QRS

zł8.54

Quercus TFI

7D

6.8%

1Y

43.8%

MCI

zł26.30

MCI Capital Alternatywna Spólka Inwestycyjna

7D

2.7%

1Y

4.8%

FMG

zł101.00

Wise Energy

7D

9.5%

1Y

96.1%

ARI

zł0.49

Agencja Rozwoju Innowacji Spólka Akcyjna

7D

-13.3%

1Y

63.3%

MWT

zł3.80

M.W. Trade

7D

-4.0%

1Y

-37.7%

NXG

zł2.03

Nexity Global

7D

-9.0%

1Y

-23.7%

ALI

zł1.94

Altus

7D

-2.8%

1Y

-45.8%

SHG

zł0.29

Starhedge

7D

8.9%

1Y

-30.0%

DIV

zł1.50

di volio

7D

25.0%

1Y

127.3%

DRF

zł0.59

Dr.Finance

7D

-7.1%

1Y

18.0%

PMG

zł1.98

Polska Grupa Militarna Spólka Akcyjna

7D

46.1%

1Y

-8.8%

ERA

zł0.13

Erato Energy

7D

8.1%

1Y

-41.2%

PRA

zł1.50

Prime Alternatywna Spolka Inwestycyjna Spolka Akcyjna

7D

25.0%

1Y

n/a