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Polish (WIG) Asset Management Industry Analysis
UpdatedFeb 01, 2025
DataAggregated Company Financials
Companies27
- 7D-1.2%
- 3M2.7%
- 1Y2.8%
- YTDn/a
Over the last 7 days, the Asset Management industry has dropped 1.6%, driven by a pullback from MCI Capital Alternatywna Spólka Inwestycyjna of 3.9%. Meanwhile, Carlson Investments actually outperformed within the industry, gaining 64% in the last week. In the past year, the industry has gained 4.2%.
Industry Valuation and Performance
Has the Polish Asset Management Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 01 Feb 2025 | zł2.7b | zł553.7m | zł112.0m | 23.6x | 23.9x | 4.8x |
| Mon, 30 Dec 2024 | zł2.5b | zł553.7m | zł112.0m | 22.4x | 22.2x | 4.5x |
| Wed, 27 Nov 2024 | zł2.6b | zł521.7m | zł133.2m | 9.9x | 19.3x | 4.9x |
| Fri, 25 Oct 2024 | zł2.6b | zł575.8m | zł194.3m | 10.5x | 13.4x | 4.5x |
| Sun, 22 Sep 2024 | zł2.7b | zł530.9m | zł246.2m | 11.3x | 11x | 5.1x |
| Tue, 20 Aug 2024 | zł2.4b | zł650.7m | zł327.5m | 7.2x | 7.2x | 3.6x |
| Thu, 18 Jul 2024 | zł2.4b | zł640.5m | zł334.0m | 7.5x | 7.1x | 3.7x |
| Sat, 15 Jun 2024 | zł2.5b | zł640.5m | zł321.9m | 7.9x | 7.7x | 3.8x |
| Mon, 13 May 2024 | zł2.6b | zł615.5m | zł317.2m | 6.4x | 8.2x | 4.2x |
| Wed, 10 Apr 2024 | zł2.7b | zł597.2m | zł294.0m | 10x | 9.1x | 4.5x |
| Fri, 08 Mar 2024 | zł2.6b | zł717.0m | zł381.9m | 14.2x | 6.7x | 3.6x |
| Sun, 04 Feb 2024 | zł3.0b | zł397.8m | zł115.9m | 25.1x | 26.2x | 7.6x |
| Tue, 02 Jan 2024 | zł2.9b | zł407.3m | zł115.6m | 24.1x | 25.4x | 7.2x |
| Thu, 30 Nov 2023 | zł2.6b | zł426.4m | zł96.0m | 25.5x | 27.1x | 6.1x |
| Sat, 28 Oct 2023 | zł2.6b | zł422.2m | zł104.7m | 21.8x | 24.5x | 6.1x |
| Mon, 25 Sep 2023 | zł2.7b | zł406.8m | zł27.1m | 25.8x | 100.2x | 6.7x |
| Wed, 23 Aug 2023 | zł2.8b | zł408.0m | zł21.7m | 24x | 130.1x | 6.9x |
| Fri, 21 Jul 2023 | zł2.9b | zł424.3m | zł30.5m | 30.4x | 94x | 6.8x |
| Sun, 18 Jun 2023 | zł2.8b | zł424.9m | zł32.4m | 26.8x | 86.7x | 6.6x |
| Tue, 16 May 2023 | zł2.6b | zł477.1m | zł41.0m | 24.7x | 64.1x | 5.5x |
| Thu, 13 Apr 2023 | zł2.6b | zł522.9m | zł74.7m | 17.1x | 35x | 5x |
| Sat, 11 Mar 2023 | zł2.7b | zł545.6m | zł85.1m | 17.5x | 31.6x | 4.9x |
| Mon, 06 Feb 2023 | zł2.7b | zł573.1m | zł80.1m | 19.6x | 33.9x | 4.7x |
| Wed, 04 Jan 2023 | zł2.7b | zł573.1m | zł83.2m | 17.4x | 32.1x | 4.7x |
| Fri, 02 Dec 2022 | zł2.6b | zł608.3m | zł105.1m | 16.5x | 24.9x | 4.3x |
| Sun, 30 Oct 2022 | zł2.5b | zł589.3m | zł92.1m | 11.4x | 27.5x | 4.3x |
| Tue, 27 Sep 2022 | zł2.5b | zł584.4m | zł95.2m | 10.2x | 26.6x | 4.3x |
| Thu, 25 Aug 2022 | zł2.6b | zł837.0m | zł432.0m | 19.7x | 6x | 3.1x |
| Sat, 23 Jul 2022 | zł2.7b | zł1.1b | zł671.0m | 20.9x | 4x | 2.5x |
| Mon, 20 Jun 2022 | zł2.8b | zł1.1b | zł671.3m | 22.3x | 4.2x | 2.6x |
| Wed, 18 May 2022 | zł2.6b | zł1.1b | zł671.3m | 20x | 3.8x | 2.4x |
| Fri, 15 Apr 2022 | zł2.9b | zł966.6m | zł656.8m | 15.1x | 4.4x | 3x |
| Sun, 13 Mar 2022 | zł2.7b | zł981.3m | zł626.4m | 17.4x | 4.3x | 2.7x |
| Tue, 08 Feb 2022 | zł3.0b | zł1.0b | zł483.1m | 14.8x | 6.2x | 3x |
Price to Earnings Ratio
6.2x
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 24.4x which is lower than its 3-year average PE of 41.2x.
- The 3-year average PS ratio of 13.0x is higher than the industry's current PS ratio of 4.9x.
Past Earnings Growth
- The earnings for companies in the Asset Management and Custody Banks industry have declined 39% per year over the last three years,
- Revenues have also declined 18% 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 Market | 1.69% | |
| Financials | 1.64% | |
| Capital Markets | -9.32% | |
| Asset Management | -1.16% | |
| Diversified Capital Markets | 0% | 0 |
| Financial Exchanges and Data | -1.14% | |
| Investment Banking and Brokerage | -13.14% | |
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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CAI Carlson Investments | zł6.00 | 63.9% +zł21.5m | -30.1% | PS11.4x | |
| PRA Prime Alternatywna Spolka Inwestycyjna Spolka Akcyjna | zł1.30 | 8.3% +zł11.4m | n/a | PB17.6x | |
| BPC Black Pearl | zł0.16 | 18.0% +zł5.9m | -30.5% | PE18.3x | |
| ARI Agencja Rozwoju Innowacji Spólka Akcyjna | zł0.62 | 40.9% +zł4.4m | 95.0% | PE70.3x | |
| CSR Caspar Asset Management | zł7.80 | 5.4% +zł3.9m | -16.1% | PE38.3x |