PJP Makrum (WSE:PJP) Seems To Use Debt Quite Sensibly
Sep 19
Polish (WIG) Building Products Industry Analysis
UpdatedSep 20, 2023
DataAggregated Company Financials
Companies10
- 7D-3.4%
- 3M13.0%
- 1Y26.5%
- YTD33.3%
Over the last 7 days, the Building Products industry has dropped 3.4%, driven by FERRO declining 2.8%. In contrast, Mercor has gained 5.3%. This takes the industry's 12 month performance to a gain of 26%. In the next few years, earnings are forecast to decline by 12% annually.
Industry Valuation and Performance
Has the Polish Building Products Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 21 Sep 2023 | zł1.4b | zł2.4b | zł134.2m | 27.6x | 10.2x | 0.6x |
| Sat, 19 Aug 2023 | zł1.3b | zł2.5b | zł130.9m | 28.9x | 10.1x | 0.5x |
| Mon, 17 Jul 2023 | zł1.4b | zł2.5b | zł152.8m | 9.2x | 8.9x | 0.5x |
| Wed, 14 Jun 2023 | zł1.2b | zł2.4b | zł136.5m | 10.5x | 9.1x | 0.5x |
| Fri, 12 May 2023 | zł1.2b | zł2.4b | zł139.7m | 8.1x | 8.9x | 0.5x |
| Sun, 09 Apr 2023 | zł1.2b | zł2.4b | zł129.8m | 7.6x | 9.3x | 0.5x |
| Tue, 07 Mar 2023 | zł1.2b | zł2.4b | zł135.9m | 7.7x | 8.7x | 0.5x |
| Thu, 02 Feb 2023 | zł1.2b | zł2.4b | zł136.3m | 7.3x | 8.5x | 0.5x |
| Sat, 31 Dec 2022 | zł1.0b | zł2.4b | zł137.7m | 6.2x | 7.6x | 0.4x |
| Mon, 28 Nov 2022 | zł1.1b | zł2.4b | zł134.6m | 6.1x | 7.9x | 0.4x |
| Wed, 26 Oct 2022 | zł1.0b | zł2.2b | zł135.1m | 6.6x | 7.5x | 0.4x |
| Fri, 23 Sep 2022 | zł1.1b | zł2.3b | zł139.9m | 6.9x | 7.7x | 0.5x |
| Sun, 21 Aug 2022 | zł1.1b | zł2.2b | zł178.8m | 6.7x | 6.2x | 0.5x |
| Tue, 19 Jul 2022 | zł1.1b | zł2.1b | zł171.5m | 8.7x | 6.2x | 0.5x |
| Thu, 16 Jun 2022 | zł1.1b | zł2.0b | zł169.3m | 6.4x | 6.3x | 0.5x |
| Sat, 14 May 2022 | zł1.1b | zł1.9b | zł177.3m | 9.2x | 6.2x | 0.6x |
| Mon, 11 Apr 2022 | zł1.3b | zł1.9b | zł177.3m | 8.5x | 7.3x | 0.7x |
| Wed, 09 Mar 2022 | zł1.2b | zł1.9b | zł176.0m | 9.6x | 6.7x | 0.6x |
| Fri, 04 Feb 2022 | zł1.4b | zł1.9b | zł175.0m | 10.3x | 7.9x | 0.7x |
| Sun, 02 Jan 2022 | zł1.5b | zł1.8b | zł172.5m | 21.9x | 8.4x | 0.8x |
| Tue, 30 Nov 2021 | zł1.5b | zł1.7b | zł171.0m | 11.6x | 8.7x | 0.9x |
| Thu, 28 Oct 2021 | zł1.7b | zł1.7b | zł175.4m | 10.3x | 9.4x | 1x |
| Sat, 25 Sep 2021 | zł1.6b | zł1.6b | zł133.2m | 11.5x | 11.9x | 1x |
| Mon, 23 Aug 2021 | zł1.7b | zł1.7b | zł134.5m | 14.3x | 12.7x | 1x |
| Sat, 10 Jul 2021 | zł1.6b | zł1.7b | zł134.5m | 13.2x | 11.7x | 0.9x |
| Fri, 02 Apr 2021 | zł1.4b | zł1.7b | zł142.2m | 10x | 9.7x | 0.8x |
| Mon, 04 Jan 2021 | zł1.2b | zł1.6b | zł141.4m | 8.3x | 8.2x | 0.7x |
| Thu, 08 Oct 2020 | zł977.3m | zł1.6b | zł126.9m | 7x | 7.7x | 0.6x |
Price to Earnings Ratio
7.7x
Current Industry PE
- Investors are optimistic on the Polish Building Products industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 10.2x which is higher than its 3-year average PE of 8.7x.
- The industry is trading close to its 3-year average PS ratio of 0.66x.
Past Earnings Growth
- The earnings for companies in the Building Products industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 14% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.
Industry Comparison
How does Polish Building Products compare with similar industries?
| PL Market | -0.72% | |
| Industrials | 0.70% | |
| Building | -3.40% | |
| Building Products | -3.40% | |
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 | |
|---|---|---|---|---|---|
| MCR Mercor | zł25.60 | 4.5% +zł17.1m | 88.9% | PE9.3x | |
| PJP PJP Makrum | zł16.20 | 6.6% +zł6.0m | 102.5% | PE3.1x | |
| DKR Dektra | zł8.85 | 1.7% +zł165.6k | -36.8% | PE12.5x |