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Polish (WIG) Real Estate Industry Analysis
UpdatedJul 26, 2024
DataAggregated Company Financials
Companies29
- 7D-3.6%
- 3M-10.6%
- 1Y-4.2%
- YTD7.1%
Over the last 7 days, the Real Estate industry has dropped 2.9%, driven by Echo Investment declining 6.8%. Overall the industry is down 3.9% in 12 months. Looking forward, earnings are forecast to grow by 26% annually.
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 |
|---|---|---|---|---|---|---|
| Fri, 26 Jul 2024 | zł13.7b | zł8.5b | zł851.0m | 6.9x | 16x | 1.6x |
| Sun, 23 Jun 2024 | zł14.5b | zł8.5b | zł847.0m | 8.1x | 17.1x | 1.7x |
| Tue, 21 May 2024 | zł15.2b | zł8.2b | zł900.8m | 8.4x | 16.9x | 1.9x |
| Thu, 18 Apr 2024 | zł15.0b | zł8.0b | zł619.3m | 6.9x | 24.2x | 1.9x |
| Sat, 16 Mar 2024 | zł14.4b | zł7.9b | zł422.8m | 7.6x | 34.1x | 1.8x |
| Mon, 12 Feb 2024 | zł14.2b | zł7.9b | zł412.6m | 6.4x | 34.4x | 1.8x |
| Wed, 10 Jan 2024 | zł14.3b | zł7.1b | zł249.4m | 5x | 57.4x | 2x |
| Fri, 08 Dec 2023 | zł13.2b | zł7.1b | zł248.1m | 5.1x | 53.3x | 1.9x |
| Sun, 05 Nov 2023 | zł13.7b | zł7.2b | zł274.7m | 5.3x | 49.9x | 1.9x |
| Tue, 03 Oct 2023 | zł13.8b | zł7.1b | zł239.0m | 6.1x | 57.6x | 1.9x |
| Thu, 31 Aug 2023 | zł13.7b | zł6.8b | zł426.6m | 7.3x | 32.1x | 2x |
| Sat, 29 Jul 2023 | zł14.0b | zł6.7b | zł1.1b | 7.6x | 13x | 2.1x |
| Mon, 26 Jun 2023 | zł13.2b | zł6.7b | zł1.1b | 7.1x | 12.4x | 2x |
| Wed, 24 May 2023 | zł13.0b | zł6.7b | zł1.1b | 7.8x | 11.4x | 1.9x |
| Fri, 21 Apr 2023 | zł12.8b | zł6.5b | zł1.5b | 6.9x | 8.8x | 2x |
| Sun, 19 Mar 2023 | zł94.9m | zł157.3m | zł80.3m | 13.6x | 1.2x | 0.6x |
| Tue, 14 Feb 2023 | zł12.4b | zł6.2b | zł2.1b | 5.5x | 6x | 2x |
| Thu, 12 Jan 2023 | zł12.2b | zł6.2b | zł2.1b | 5.2x | 6x | 2x |
| Sat, 10 Dec 2022 | zł11.7b | zł6.1b | zł2.1b | 5.4x | 5.7x | 1.9x |
| Mon, 07 Nov 2022 | zł11.6b | zł6.2b | zł2.0b | 6.1x | 5.8x | 1.9x |
| Wed, 05 Oct 2022 | zł11.5b | zł6.2b | zł2.0b | 5.9x | 5.8x | 1.9x |
| Fri, 02 Sep 2022 | zł12.0b | zł6.1b | zł2.0b | 5.1x | 6x | 2x |
| Sun, 31 Jul 2022 | zł11.9b | zł6.1b | zł1.5b | 5.3x | 7.8x | 1.9x |
| Tue, 28 Jun 2022 | zł12.2b | zł6.2b | zł1.6b | 5.8x | 7.8x | 2x |
| Thu, 26 May 2022 | zł12.1b | zł6.0b | zł1.4b | 5.9x | 8.4x | 2x |
| Sat, 23 Apr 2022 | zł13.3b | zł6.3b | zł1.7b | 5x | 8x | 2.1x |
| Mon, 21 Mar 2022 | zł12.9b | zł5.9b | zł814.2m | 4.4x | 15.9x | 2.2x |
| Wed, 16 Feb 2022 | zł13.9b | zł5.9b | zł566.4m | 5.9x | 24.5x | 2.3x |
| Fri, 14 Jan 2022 | zł14.0b | zł6.0b | zł563.8m | 4.5x | 24.7x | 2.3x |
| Sun, 12 Dec 2021 | zł13.5b | zł6.0b | zł568.9m | 4.6x | 23.7x | 2.2x |
| Tue, 09 Nov 2021 | zł14.1b | zł5.7b | zł535.6m | 6.2x | 26.3x | 2.5x |
| Thu, 07 Oct 2021 | zł14.2b | zł5.7b | zł533.1m | 7.2x | 26.6x | 2.5x |
| Sat, 04 Sep 2021 | zł14.5b | zł5.9b | zł505.4m | 10.8x | 28.7x | 2.5x |
| Mon, 02 Aug 2021 | zł14.0b | zł5.9b | zł505.4m | 10.6x | 27.6x | 2.4x |
Price to Earnings Ratio
27.6x
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 20.9x.
- The 3-year average PS ratio of 2.0x 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 19% per year over the last three years.
- Revenues for these companies have grown 13% 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 | -2.84% | |
| Real Estate | -3.60% | |
| Real Estate | -3.60% | |
| Real Estate Services | 0% | |
| Real Estate Development | -1.25% | |
| Diversified Real Estate | -4.07% | |
| Real Estate Operating Companies | -4.47% | |
Industry PE
- Investors are most optimistic about the Diversified Real Estate industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 16.1%, which is lower than the prior year's growth of 69.1% per year.
Forecasted Growth
- Analysts are most optimistic on the Real Estate Operating Companies industry, expecting annual earnings growth of 42% over the next 5 years.
- This is better than its past earnings decline of 21% per year.
- In contrast, the Real Estate Development industry is expected to see its earnings grow by 7.0% 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 | |
|---|---|---|---|---|---|
| LKD Lokum Deweloper | zł28.00 | 2.2% +zł10.8m | 25.0% | PE3.4x | |
| RNK Rank Progress | zł7.76 | 3.5% +zł9.7m | 199.6% | PE4.1x | |
| CAV Cavatina Holding Spólka Akcyjna | zł14.25 | 1.8% +zł6.4m | -25.8% | PE5.8x | |
| TRI Triton Development | zł4.48 | 9.3% +zł2.4m | 12.6% | PS2.1x | |
| KCI KCI Spolka Akcyjna | zł0.88 | 2.3% +zł1.4m | -15.0% | PE26.9x |
