Here's Why We Think LUG (WSE:LUG) Is Well Worth Watching
Jan 27
Polish (WIG) Electrical Industry Analysis
UpdatedJan 27, 2023
DataAggregated Company Financials
Companies13
- 7D1.3%
- 3M12.9%
- 1Y-6.3%
- YTD0.9%
Over the last 7 days, the Electrical industry has remained flat, although notably ELQ gained 14%. In line with that, the industry has also been flat over the past 12 months. Earnings are forecast to grow by 68% annually.
Industry Valuation and Performance
Has the Polish Electrical Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 27 Jan 2023 | zł2.2b | zł3.3b | zł64.5m | 9.8x | 33.5x | 0.7x |
| Sun, 25 Dec 2022 | zł2.1b | zł3.2b | zł63.6m | 9.2x | 32.7x | 0.6x |
| Tue, 22 Nov 2022 | zł2.2b | zł3.1b | zł18.2m | 11.4x | 122.7x | 0.7x |
| Thu, 20 Oct 2022 | zł1.9b | zł2.9b | -zł6,465,357.00 | 13.3x | -293.3x | 0.6x |
| Sat, 17 Sep 2022 | zł2.1b | zł2.9b | zł1.4m | 9.8x | 1510.3x | 0.7x |
| Mon, 15 Aug 2022 | zł2.4b | zł2.9b | zł31.0m | 11.3x | 78x | 0.8x |
| Wed, 13 Jul 2022 | zł1.8b | zł2.7b | -zł11,386,383.00 | 12.7x | -155.5x | 0.6x |
| Fri, 10 Jun 2022 | zł1.9b | zł2.7b | -zł10,384,400.00 | 11.7x | -179.1x | 0.7x |
| Sun, 08 May 2022 | zł2.0b | zł2.6b | zł11.3m | 10.5x | 178.9x | 0.8x |
| Tue, 05 Apr 2022 | zł2.3b | zł2.6b | zł9.6m | 9.6x | 236.1x | 0.9x |
| Thu, 03 Mar 2022 | zł2.1b | zł2.7b | zł73.1m | 9.7x | 28.7x | 0.8x |
| Sat, 29 Jan 2022 | zł2.4b | zł2.7b | zł57.8m | 11.2x | 42.1x | 0.9x |
| Mon, 27 Dec 2021 | zł2.3b | zł2.7b | zł57.6m | 12x | 40.8x | 0.9x |
| Wed, 24 Nov 2021 | zł2.4b | zł2.7b | zł62.3m | 11.8x | 39.1x | 0.9x |
| Fri, 22 Oct 2021 | zł3.3b | zł2.6b | zł92.0m | 12.1x | 36.1x | 1.3x |
| Sun, 19 Sep 2021 | zł3.8b | zł2.6b | zł76.7m | 15.4x | 49.2x | 1.5x |
| Tue, 17 Aug 2021 | zł3.9b | zł2.5b | zł75.3m | 15.1x | 52.5x | 1.6x |
| Tue, 01 Jun 2021 | zł4.3b | zł2.5b | zł78.4m | 15.4x | 55.1x | 1.7x |
| Fri, 05 Mar 2021 | zł3.6b | zł2.5b | zł103.0m | 17.2x | 35.4x | 1.5x |
| Mon, 07 Dec 2020 | zł4.0b | zł2.4b | zł97.3m | 13.6x | 40.8x | 1.7x |
| Thu, 10 Sep 2020 | zł5.3b | zł2.3b | zł101.8m | 17.1x | 52.3x | 2.4x |
| Wed, 03 Jun 2020 | zł2.4b | zł2.2b | zł92.4m | 15.7x | 25.7x | 1.1x |
| Sat, 07 Mar 2020 | zł1.6b | zł2.1b | zł68.0m | 11.6x | 23.6x | 0.8x |
Price to Earnings Ratio
33.3x
Current Industry PE
- Investors are optimistic on the Polish Electrical industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 33.7x which is higher than its 3-year average PE of 5.7x.
- The 3-year average PS ratio of 1.2x is higher than the industry's current PS ratio of 0.67x.
Past Earnings Growth
- The earnings for companies in the Electrical industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 16% 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 Trends
Which industries have driven the changes within the Polish Industrials industry?
| PL Market | 1.04% | |
| Industrials | 1.40% | |
| Electrical | 1.27% | |
| Electrical Components | 1.28% | |
| Heavy Electrical Equipment | 1.21% | |
Industry PE
- Investors are most optimistic about the Heavy Electrical Equipment industry even though it's trading below its 3-year average PE ratio of 8.7x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted Growth
- Analysts are most optimistic on the Electrical Components industry, expecting annual earnings growth of 68% over the next 5 years.
- This is better than its past earnings decline of 10% per year.
- In contrast, the Electrical Components industry is expected to see its earnings grow by 68% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PEN Photon Energy | zł13.20 | 2.9% +zł21.7m | 88.6% | PE29.3x | |
| APS Automatyka-Pomiary-Sterowanie | zł3.90 | 18.2% +zł3.2m | 6.6% | PE10.5x | |
| CLC Columbus Energy | zł8.55 | 0.5% +zł2.8m | -52.5% | PS0.9x | |
| LEN Lena Lighting | zł3.90 | 2.4% +zł2.2m | -9.9% | PE9x | |
| VLT VOOLT Spólka Akcyjna | zł2.10 | 12.6% +zł2.0m | -26.3% | PS8x |
