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Polish (WIG) Real Estate Industry Analysis
UpdatedMar 18, 2025
DataAggregated Company Financials
Companies29
- 7D3.0%
- 3M2.7%
- 1Y-6.0%
- YTD2.5%
Over the last 7 days, the Real Estate industry has risen 3.0%, driven by gains from Develia of 4.8%. In the past year, the industry is down 6.0%. As for the next few years, earnings are expected to grow by 13% per annum.
Industry Valuation and Performance
Has the Polish Real Estate Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 18 Mar 2025 | zł13.4b | zł8.2b | zł1.1b | 8.1x | 11.7x | 1.6x |
| Thu, 13 Feb 2025 | zł12.9b | zł8.1b | zł1.1b | 8.8x | 11.6x | 1.6x |
| Sat, 11 Jan 2025 | zł12.9b | zł8.1b | zł1.1b | 8.9x | 11.5x | 1.6x |
| Mon, 09 Dec 2024 | zł13.0b | zł8.2b | zł1.2b | 8x | 11.2x | 1.6x |
| Wed, 06 Nov 2024 | zł13.4b | zł8.3b | zł1.4b | 7.9x | 9.3x | 1.6x |
| Fri, 04 Oct 2024 | zł13.7b | zł8.3b | zł1.4b | 8.1x | 9.6x | 1.6x |
| Sun, 01 Sep 2024 | zł13.1b | zł8.4b | zł1.4b | 7.3x | 9.5x | 1.6x |
| Tue, 30 Jul 2024 | zł13.8b | zł8.5b | zł851.0m | 7x | 16.2x | 1.6x |
| Thu, 27 Jun 2024 | zł14.5b | zł8.5b | zł846.9m | 8.1x | 17.1x | 1.7x |
| Sat, 25 May 2024 | zł15.2b | zł8.3b | zł913.9m | 8.4x | 16.6x | 1.8x |
| Mon, 22 Apr 2024 | zł15.0b | zł8.0b | zł619.3m | 6.8x | 24.3x | 1.9x |
| Wed, 20 Mar 2024 | zł14.6b | zł7.7b | zł391.5m | 7.7x | 37.2x | 1.9x |
| Fri, 16 Feb 2024 | zł14.3b | zł7.9b | zł431.8m | 6.2x | 33x | 1.8x |
| Sun, 14 Jan 2024 | zł14.2b | zł7.1b | zł249.4m | 4.9x | 57.1x | 2x |
| Tue, 12 Dec 2023 | zł13.2b | zł7.1b | zł249.4m | 5x | 53x | 1.9x |
| Thu, 09 Nov 2023 | zł13.7b | zł7.2b | zł274.7m | 5.3x | 49.8x | 1.9x |
| Sat, 07 Oct 2023 | zł14.0b | zł7.2b | zł272.2m | 5.9x | 51.3x | 1.9x |
| Mon, 04 Sep 2023 | zł13.7b | zł6.8b | zł426.7m | 7.3x | 32.2x | 2x |
| Wed, 02 Aug 2023 | zł14.1b | zł6.7b | zł1.1b | 7.9x | 13x | 2.1x |
| Fri, 30 Jun 2023 | zł13.3b | zł6.7b | zł1.1b | 7.1x | 12.5x | 2x |
| Sun, 28 May 2023 | zł13.1b | zł6.7b | zł1.2b | 7.8x | 11.2x | 2x |
| Tue, 25 Apr 2023 | zł12.5b | zł6.5b | zł1.4b | 7x | 9.3x | 1.9x |
| Thu, 23 Mar 2023 | zł12.1b | zł6.2b | zł2.1b | 5.6x | 5.9x | 2x |
| Sat, 18 Feb 2023 | zł12.0b | zł6.2b | zł2.1b | 5.4x | 5.8x | 1.9x |
| Mon, 16 Jan 2023 | zł12.4b | zł6.2b | zł2.1b | 5.5x | 6x | 2x |
| Wed, 14 Dec 2022 | zł11.8b | zł3.7b | zł2.1b | 5.5x | 5.7x | 3.2x |
| Fri, 11 Nov 2022 | zł11.7b | zł6.2b | zł2.0b | 6x | 5.8x | 1.9x |
| Sun, 09 Oct 2022 | zł11.4b | zł6.2b | zł2.0b | 6.2x | 5.7x | 1.8x |
| Tue, 06 Sep 2022 | zł12.2b | zł6.1b | zł2.0b | 5x | 6.1x | 2x |
| Thu, 04 Aug 2022 | zł12.1b | zł6.1b | zł1.5b | 5.4x | 8x | 2x |
| Sat, 02 Jul 2022 | zł12.4b | zł6.2b | zł1.6b | 5.8x | 8x | 2x |
| Mon, 30 May 2022 | zł12.2b | zł6.4b | zł1.5b | 6x | 8x | 1.9x |
| Wed, 27 Apr 2022 | zł13.2b | zł6.3b | zł1.7b | 5x | 7.7x | 2.1x |
| Fri, 25 Mar 2022 | zł13.1b | zł5.9b | zł813.8m | 5x | 16.1x | 2.2x |
Price to Earnings Ratio
16.1x
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 11.7x which is lower than its 3-year average PE of 17.9x.
- The 3-year average PS ratio of 1.9x is higher than the industry's current PS ratio of 1.6x.
Past Earnings Growth
- The earnings for companies in the Real Estate industry have grown 12% per year over the last three years.
- Revenues for these companies have grown 12% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Polish Real Estate industry?
| PL Market | 6.08% | |
| Real Estate | 2.98% | |
| Real Estate | 2.98% | |
| Diversified Real Estate | 4.43% | |
| Real Estate Operating Companies | 2.88% | |
| Real Estate Development | 0.27% | |
| Real Estate Services | 0% | 0 |
Industry PE
- Investors are most optimistic about the Real Estate Operating Companies industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 20.8%, which is higher than its past year's earnings growth of 1.6% per year.
- Investors are most pessimistic about the Real Estate Development industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 6.5x.
Forecasted Growth
- Analysts are most optimistic on the Real Estate Operating Companies industry, expecting annual earnings growth of 21% over the next 5 years.
- This is better than its past earnings growth rate of 1.6% per year.
- In contrast, the Diversified Real Estate industry is expected to see its earnings grow by 3.9% 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 | zł6.14 | 4.8% +zł128.2m | 16.3% | PE7.7x | |
| GTC Globe Trade Centre | zł4.20 | 4.2% +zł97.6m | -24.7% | PE10x | |
| MLG MLP Group | zł84.60 | 3.9% +zł76.8m | 16.9% | PE10.9x | |
| CFI CFI Holding | zł0.18 | 10.4% +zł48.1m | -18.9% | PE9.9x | |
| PHN Polski Holding Nieruchomosci | zł10.60 | 7.7% +zł38.9m | -11.7% | PS0.9x |