Narrative Update • Jun 24

The Real Estate industry is up 1.9% in the last week, with Globe Trade Centre up 13%. This means that the industry has gained 4.3% over the past year. Earnings are forecast to grow by 16% annually.
Has the Polish Real Estate Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 21 Aug 2026 | zł15.7b | zł10.6b | zł931.8m | 8.4x | 16.9x | 1.5x |
| Sun, 19 Jul 2026 | zł15.0b | zł10.5b | zł953.4m | 7.9x | 15.7x | 1.4x |
| Tue, 16 Jun 2026 | zł15.4b | zł10.4b | zł949.1m | 9x | 16.2x | 1.5x |
| Thu, 14 May 2026 | zł15.5b | zł9.4b | zł738.6m | 8.1x | 21x | 1.7x |
| Sat, 11 Apr 2026 | zł15.0b | zł9.6b | zł1.3b | 8x | 11.1x | 1.6x |
| Mon, 09 Mar 2026 | zł14.7b | zł9.2b | zł950.2m | 10x | 15.5x | 1.6x |
| Wed, 04 Feb 2026 | zł15.4b | zł9.2b | zł951.1m | 10.6x | 16.2x | 1.7x |
| Fri, 02 Jan 2026 | zł14.4b | zł9.2b | zł951.3m | 9.8x | 15.2x | 1.6x |
| Sun, 30 Nov 2025 | zł14.5b | zł9.2b | zł1.1b | 12.6x | 12.9x | 1.6x |
| Tue, 28 Oct 2025 | zł14.6b | zł8.3b | zł886.1m | 10.2x | 16.5x | 1.7x |
| Thu, 25 Sep 2025 | zł14.5b | zł8.4b | zł911.1m | 9.9x | 15.9x | 1.7x |
| Sat, 23 Aug 2025 | zł15.0b | zł7.7b | zł1.1b | 13.6x | 13.1x | 1.9x |
| Mon, 21 Jul 2025 | zł14.8b | zł7.7b | zł1.1b | 12.8x | 12.9x | 1.9x |
| Wed, 18 Jun 2025 | zł14.1b | zł7.7b | zł1.2b | 12.8x | 12.2x | 1.8x |
| Fri, 16 May 2025 | zł14.9b | zł8.1b | zł1.2b | 9.8x | 12.3x | 1.8x |
| Sun, 13 Apr 2025 | zł13.5b | zł7.8b | zł1.3b | 8.1x | 10.5x | 1.7x |
| Tue, 11 Mar 2025 | zł13.0b | zł8.2b | zł1.1b | 8.1x | 11.3x | 1.6x |
| Thu, 06 Feb 2025 | zł12.8b | zł8.1b | zł1.1b | 8.7x | 11.5x | 1.6x |
| Sat, 04 Jan 2025 | zł12.9b | zł8.1b | zł1.1b | 8.6x | 11.5x | 1.6x |
| Mon, 02 Dec 2024 | zł12.9b | zł8.2b | zł1.2b | 8.1x | 11.1x | 1.6x |
| Wed, 30 Oct 2024 | zł13.2b | zł8.3b | zł1.4b | 8.3x | 9.2x | 1.6x |
| Fri, 27 Sep 2024 | zł13.5b | zł8.4b | zł1.4b | 7.8x | 9.5x | 1.6x |
| Sun, 25 Aug 2024 | zł13.2b | zł8.5b | zł1.4b | 6.7x | 9.4x | 1.6x |
| Tue, 23 Jul 2024 | zł14.0b | zł8.5b | zł850.9m | 7.1x | 16.5x | 1.6x |
| Thu, 20 Jun 2024 | zł14.4b | zł8.5b | zł847.0m | 8.2x | 17x | 1.7x |
| Sat, 18 May 2024 | zł15.2b | zł8.2b | zł993.7m | 8.4x | 15.3x | 1.9x |
| Mon, 15 Apr 2024 | zł14.7b | zł8.0b | zł619.3m | 6.9x | 23.8x | 1.8x |
| Wed, 13 Mar 2024 | zł14.4b | zł7.9b | zł422.8m | 7.7x | 34.1x | 1.8x |
| Fri, 09 Feb 2024 | zł14.4b | zł6.8b | zł212.8m | 5.5x | 67.6x | 2.1x |
| Sun, 07 Jan 2024 | zł14.2b | zł7.1b | zł248.4m | 5x | 57.2x | 2x |
| Tue, 05 Dec 2023 | zł13.4b | zł7.1b | zł247.2m | 5.2x | 54.2x | 1.9x |
| Thu, 02 Nov 2023 | zł13.7b | zł7.2b | zł272.2m | 5.4x | 50.5x | 1.9x |
| Sat, 30 Sep 2023 | zł13.8b | zł7.0b | zł246.5m | 6.1x | 56x | 2x |
| Mon, 28 Aug 2023 | zł13.8b | zł6.8b | zł421.9m | 7.4x | 32.8x | 2x |
32.8x
Which industries have driven the changes within the Polish Real Estate sector?
| PL Market | -0.71% | |
| Real Estate | 1.87% | |
| Real Estate | 1.87% | |
| REITS | 0% | 0 |
| Residential REITs | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| GTC Globe Trade Centre | zł2.60 | 13.0% +zł172.3m | -40.9% | PS1.7x | |
| ECH Echo Investment | zł5.53 | 4.3% +zł94.9m | 3.6% | PE36.7x | |
| DVL Develia | zł10.74 | 0.6% +zł27.8m | 30.0% | PE9x | |
| MLG MLP Group | zł108.00 | 0.9% +zł24.0m | 35.3% | PE4.9x | |
| CFI CFI Holding | zł0.13 | 1.5% +zł5.5m | -19.0% | PE22.3x |