Header cover image

Polish (WIG) Asset Management Industry Analysis

UpdatedMar 18, 2024
DataAggregated Company Financials
Companies23
  • 7D-4.7%
  • 3M1.9%
  • 1Y10.6%
  • YTDn/a

Over the last 7 days, the Asset Management industry has dropped 4.6%, driven by a pullback from MCI Capital Alternatywna Spólka Inwestycyjna of 6.7%. Over the past 12 months, the industry was up 9.8%.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 19 Mar 2024zł2.4bzł717.0mzł381.9m13.9x6.3x3.4x
Thu, 15 Feb 2024zł2.6bzł390.2mzł102.6m30.7x25.1x6.6x
Sat, 13 Jan 2024zł3.0bzł407.3mzł115.6m25.4x25.9x7.3x
Mon, 11 Dec 2023zł3.0bzł407.3mzł115.5m23.8x25.7x7.3x
Wed, 08 Nov 2023zł2.6bzł421.7mzł91.2m22.9x28.4x6.2x
Fri, 06 Oct 2023zł2.6bzł417.9mzł102.4m16.7x25.1x6.1x
Sun, 03 Sep 2023zł2.8bzł411.5mzł25.0m23.7x112.3x6.8x
Tue, 01 Aug 2023zł2.9bzł424.3mzł30.4m30.3x96.2x6.9x
Thu, 29 Jun 2023zł2.8bzł424.9mzł32.4m26.9x85.8x6.5x
Sat, 27 May 2023zł2.7bzł424.2mzł31.6m23.7x84.9x6.3x
Mon, 24 Apr 2023zł2.7bzł484.9mzł35.1m21.5x78.2x5.7x
Wed, 22 Mar 2023zł2.6bzł545.6mzł85.3m17.3x30.2x4.7x
Fri, 17 Feb 2023zł2.6bzł572.7mzł82.3m19.6x32.2x4.6x
Sun, 15 Jan 2023zł2.7bzł573.1mzł77.1m18.9x35.6x4.8x
Tue, 13 Dec 2022zł2.6bzł582.7mzł85.4m17.2x30.4x4.5x
Thu, 10 Nov 2022zł2.6bzł589.7mzł92.3m11.9x28.3x4.4x
Sat, 08 Oct 2022zł2.7bzł583.1mzł93.3m11.3x28.5x4.6x
Mon, 05 Sep 2022zł2.5bzł828.5mzł443.6m21.2x5.6x3x
Wed, 03 Aug 2022zł2.7bzł1.1bzł671.0m19.9x4x2.5x
Fri, 01 Jul 2022zł2.8bzł1.1bzł671.3m23.8x4.2x2.6x
Sun, 29 May 2022zł3.0bzł1.1bzł669.9m23.4x4.5x2.8x
Tue, 26 Apr 2022zł2.7bzł1.1bzł664.8m16x4.1x2.5x
Thu, 24 Mar 2022zł2.8bzł980.5mzł625.8m11.1x4.4x2.8x
Sat, 19 Feb 2022zł2.9bzł981.2mzł626.4m18.2x4.6x2.9x
Mon, 17 Jan 2022zł3.1bzł1.0bzł637.0m14.7x4.8x3.1x
Wed, 15 Dec 2021zł2.8bzł1.0bzł637.3m14.2x4.5x2.8x
Fri, 12 Nov 2021zł3.3bzł1.0bzł614.1m12.7x5.3x3.2x
Sun, 10 Oct 2021zł3.4bzł1.0bzł602.1m10.3x5.6x3.3x
Tue, 07 Sep 2021zł3.4bzł728.6mzł191.4m10.6x17.7x4.7x
Thu, 05 Aug 2021zł3.2bzł731.8mzł200.6m10.3x15.9x4.4x
Sun, 09 May 2021zł3.3bzł913.8mzł212.5m17.2x15.8x3.7x
Price to Earnings Ratio

16.8x


Total Market Cap: zł3.6bTotal Earnings: zł212.5mTotal Revenue: zł913.8mTotal Market Cap vs Earnings and Revenue0%0%0%
Polish Asset Management Industry Price to Earnings3Y Average 41.2x202220232024
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 6.3x which is lower than its 3-year average PE of 41.2x.
  • The 3-year average PS ratio of 12.9x is higher than the industry's current PS ratio of 3.4x.
Past Earnings Growth
  • The earnings for companies in the Asset Management and Custody Banks industry have grown 22% per year over the last three years.
  • Meanwhile revenues for these companies have declined 7.8% per year.
  • This means that less sales are being generated overall, but since cost of doing business is lower, profits have been increasing.

Industry Comparison

How does Polish Asset Management compare with similar industries?

PL Market0.021%
Financials2.34%
Capital Markets2.27%
Asset Management-4.72%
Investment Banking and Brokerage6.19%
Diversified Capital Markets0%
Financial Exchanges and Data-2.29%
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
PMG Polska Grupa Militarna Spólka Akcyjnazł2.8619.2%
+zł5.7m
167.3%PS105.3x
QRS Quercus TFIzł6.621.5%
+zł5.3m
82.4%PE22.6x
FVE Foto Volt Eko Energiazł0.3843.2%
+zł2.5m
-1.8%PS1.8x
ERA Erato Energyzł0.187.0%
+zł2.0m
-52.3%PS1.5x
BPC Black Pearlzł0.232.7%
+zł1.5m
-10.4%PS3388x
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.

Latest News

CAI

zł6.40

Carlson Investments

7D

-9.3%

1Y

-84.0%

SHD

zł0.45

Soho Development

7D

-8.2%

1Y

-42.3%

FMG

zł123.00

ONE

7D

-10.2%

1Y

330.1%

BPC

zł0.23

Black Pearl

7D

2.7%

1Y

-10.4%

PMG

zł2.86

Polska Grupa Militarna Spólka Akcyjna

7D

19.2%

1Y

167.3%

QRS

zł6.62

Quercus TFI

7D

1.5%

1Y

82.4%

BBD

zł4.16

BBI Development

7D

-4.8%

1Y

6.4%

MCI

zł24.20

MCI Capital Alternatywna Spólka Inwestycyjna

7D

-3.6%

1Y

42.8%

DEV

zł0.099

Devo Energy

7D

11.3%

1Y

-0.9%

WIS

zł0.57

Baltic Bridge Spólka Akcyjna

7D

11.8%

1Y

147.8%

LUD

zł0.21

Ludus

7D

-21.5%

1Y

-64.1%

ERA

zł0.18

Erato Energy

7D

7.0%

1Y

-52.3%

CSR

zł9.05

Caspar Asset Management

7D

0.6%

1Y

-28.7%

FVE

zł0.38

Foto Volt Eko Energia

7D

43.2%

1Y

-1.8%

SKH

zł25.80

Skarbiec Holding

7D

-2.3%

1Y

33.0%