Narrative Update • Jun 24
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Polish (WIG) Real Estate Sector Analysis
UpdatedJul 06, 2026
DataAggregated Company Financials
Companies28
- 7D1.3%
- 3M4.4%
- 1Y5.3%
- YTD3.7%
In the last week, the Real Estate industry is up 1.3%, with Develia up 5.9%. In the same time, Globe Trade Centre was down 8.0%. This means that the industry has gained 5.3% over the past year. Looking forward, earnings are forecast to grow by 15% annually.
Sector Valuation and Performance
Has the Polish Real Estate Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 06 Jul 2026 | zł15.2b | zł10.4b | zł936.8m | 8.3x | 16.2x | 1.5x |
| Wed, 03 Jun 2026 | zł15.9b | zł9.7b | zł769.4m | 9.2x | 20.7x | 1.6x |
| Fri, 01 May 2026 | zł15.8b | zł9.4b | zł1.3b | 8.1x | 12x | 1.7x |
| Sun, 29 Mar 2026 | zł14.1b | zł9.0b | zł1.2b | 6.6x | 11.6x | 1.6x |
| Tue, 24 Feb 2026 | zł15.3b | zł9.2b | zł951.2m | 10.5x | 16.1x | 1.7x |
| Thu, 22 Jan 2026 | zł15.0b | zł9.2b | zł951.2m | 10.1x | 15.8x | 1.6x |
| Sat, 20 Dec 2025 | zł14.3b | zł9.2b | zł951.5m | 9.8x | 15x | 1.6x |
| Mon, 17 Nov 2025 | zł14.9b | zł8.3b | zł871.7m | 10.5x | 17.1x | 1.8x |
| Wed, 15 Oct 2025 | zł14.5b | zł8.4b | zł886.7m | 10.6x | 16.3x | 1.7x |
| Fri, 12 Sep 2025 | zł14.5b | zł7.9b | zł976.2m | 9.9x | 14.9x | 1.8x |
| Sun, 10 Aug 2025 | zł15.0b | zł7.7b | zł1.1b | 13.5x | 13.2x | 2x |
| Tue, 08 Jul 2025 | zł14.3b | zł7.7b | zł1.1b | 12.1x | 12.4x | 1.9x |
| Thu, 05 Jun 2025 | zł14.3b | zł7.7b | zł1.2b | 12.5x | 12.4x | 1.9x |
| Sat, 03 May 2025 | zł14.5b | zł8.1b | zł1.2b | 8.9x | 11.9x | 1.8x |
| Mon, 31 Mar 2025 | zł13.5b | zł7.6b | zł1.2b | 8x | 11.4x | 1.8x |
| Wed, 26 Feb 2025 | zł12.9b | zł8.1b | zł1.1b | 8.7x | 11.6x | 1.6x |
| Fri, 24 Jan 2025 | zł13.0b | zł8.1b | zł1.1b | 8.8x | 11.7x | 1.6x |
| Sun, 22 Dec 2024 | zł12.7b | zł8.2b | zł1.2b | 7.6x | 10.9x | 1.6x |
| Tue, 19 Nov 2024 | zł13.3b | zł8.3b | zł1.3b | 8.8x | 10.3x | 1.6x |
| Thu, 17 Oct 2024 | zł13.7b | zł8.3b | zł1.4b | 7.6x | 9.5x | 1.6x |
| Sat, 14 Sep 2024 | zł13.0b | zł8.4b | zł1.4b | 7.3x | 9.1x | 1.5x |
| Mon, 12 Aug 2024 | zł13.1b | zł8.5b | zł851.2m | 6.8x | 15.4x | 1.5x |
| Wed, 10 Jul 2024 | zł14.7b | zł8.5b | zł846.4m | 8x | 17.4x | 1.7x |
| Fri, 07 Jun 2024 | zł15.0b | zł8.3b | zł820.7m | 8.6x | 18.3x | 1.8x |
| Sun, 05 May 2024 | zł15.1b | zł8.1b | zł998.6m | 8.4x | 15.1x | 1.9x |
| Tue, 02 Apr 2024 | zł14.8b | zł8.1b | zł650.8m | 6.6x | 22.8x | 1.8x |
| Thu, 29 Feb 2024 | zł14.2b | zł7.9b | zł431.1m | 5.4x | 32.9x | 1.8x |
| Sat, 27 Jan 2024 | zł14.9b | zł7.1b | zł248.4m | 5.1x | 59.8x | 2.1x |
| Mon, 25 Dec 2023 | zł14.2b | zł7.1b | zł248.4m | 5.1x | 57.1x | 2x |
| Wed, 22 Nov 2023 | zł13.3b | zł7.4b | zł273.6m | 5.9x | 48.7x | 1.8x |
| Fri, 20 Oct 2023 | zł13.7b | zł7.2b | zł271.2m | 5.8x | 50.4x | 1.9x |
| Sun, 17 Sep 2023 | zł14.2b | zł7.0b | zł296.9m | 7.4x | 48x | 2x |
| Tue, 15 Aug 2023 | zł13.9b | zł6.7b | zł1.1b | 6.6x | 12.6x | 2.1x |
| Thu, 13 Jul 2023 | zł13.9b | zł6.7b | zł1.1b | 7.7x | 13x | 2.1x |
Price to Earnings Ratio
13x
Current Industry PE
- Investors are pessimistic on the Polish Real Estate 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 16.2x which is lower than its 3-year average PE of 20.7x.
- The 3-year average PS ratio of 1.8x is higher than the industry's current PS ratio of 1.5x.
Past Earnings Growth
- The earnings for companies in the Real Estate industry have declined 4.2% per year 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, which has decreased profits.
Industry Trends
Which industries have driven the changes within the Polish Real Estate sector?
| PL Market | 3.10% | |
| Real Estate | 1.26% | |
| Real Estate | 1.26% | |
| REITS | 0% | 0 |
| Residential REITs | 0% | 0 |
Industry PE
- Investors are most optimistic about the Real Estate industry even though it's trading below its 3-year average PE ratio of 20.7x.
- Analysts are expecting annual earnings growth of 14.6%, which is higher than its past year's earnings growth of 8.7% per year.
- Investors are most pessimistic about the Real Estate industry, which is trading below its 3-year average of 20.7x.
Forecasted Growth
- Analysts are most optimistic on the Real Estate industry, expecting annual earnings growth of 15% over the next 5 years.
- This is better than its past earnings growth rate of 8.7% per year.
- In contrast, the Real Estate industry is expected to see its earnings grow by 15% 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 | |
|---|---|---|---|---|---|
| DVL Develia | zł10.88 | 6.7% +zł315.1m | 48.6% | PE9.1x | |
| ECH Echo Investment | zł5.01 | 2.2% +zł45.4m | -2.9% | PE33.2x | |
| MLG MLP Group | zł105.50 | 1.0% +zł24.0m | 26.5% | PE4.7x | |
| RNK Rank Progress | zł4.90 | 7.1% +zł12.1m | 20.1% | PE6.5x | |
| CAV Cavatina Holding Spólka Akcyjna | zł12.45 | 3.8% +zł11.4m | -22.2% | PE12.9x |