CCC S.A.'s (WSE:CCC) 28% Share Price Surge Not Quite Adding Up
Apr 03
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Polish (WIG) Market Analysis & Valuation
UpdatedApr 03, 2025
DataAggregated Company Financials
Companies656
- 7D-0.8%
- 3M20.8%
- 1Y10.6%
- YTD20.7%
In the last week, the market has been flat, with a notable exception in the Materials sector dropping 4.4%. More promisingly, the market is up 11% over the past year. As for the next few years, earnings are expected to grow by 13% per annum.
Market Valuation and Performance
Has the Polish Market valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 03 Apr 2025 | zł992.2b | zł1.2t | zł51.2b | 12.7x | 19.4x | 0.8x |
| Sat, 01 Mar 2025 | zł937.3b | zł1.2t | zł48.4b | 12.7x | 19.4x | 0.8x |
| Mon, 27 Jan 2025 | zł869.1b | zł1.2t | zł42.9b | 11.6x | 20.3x | 0.7x |
| Wed, 25 Dec 2024 | zł804.9b | zł1.2t | zł42.9b | 10.6x | 18.8x | 0.7x |
| Fri, 22 Nov 2024 | zł802.2b | zł1.2t | zł50.8b | 11.3x | 15.8x | 0.7x |
| Sun, 20 Oct 2024 | zł839.3b | zł1.2t | zł53.5b | 11.7x | 15.7x | 0.7x |
| Tue, 17 Sep 2024 | zł816.4b | zł1.2t | zł53.4b | 11.7x | 15.3x | 0.7x |
| Thu, 15 Aug 2024 | zł829.8b | zł1.2t | zł58.2b | 11.7x | 14.3x | 0.7x |
| Sat, 13 Jul 2024 | zł898.1b | zł1.2t | zł58.1b | 12.4x | 15.5x | 0.7x |
| Mon, 10 Jun 2024 | zł862.9b | zł1.2t | zł57.9b | 12.3x | 14.9x | 0.7x |
| Wed, 08 May 2024 | zł891.4b | zł1.3t | zł65.8b | 12.2x | 13.5x | 0.7x |
| Fri, 05 Apr 2024 | zł883.9b | zł1.3t | zł85.3b | 12.4x | 10.4x | 0.7x |
| Sun, 03 Mar 2024 | zł868.2b | zł1.3t | zł86.2b | 12.8x | 10.1x | 0.7x |
| Tue, 30 Jan 2024 | zł807.6b | zł1.3t | zł90.7b | 12.7x | 8.9x | 0.6x |
| Thu, 28 Dec 2023 | zł846.7b | zł1.3t | zł90.5b | 12.2x | 9.4x | 0.7x |
| Sat, 25 Nov 2023 | zł799.2b | zł1.3t | zł90.5b | 12.1x | 8.8x | 0.6x |
| Mon, 23 Oct 2023 | zł733.9b | zł1.3t | zł88.1b | 11.9x | 8.3x | 0.6x |
| Wed, 20 Sep 2023 | zł714.2b | zł1.3t | zł91.0b | 12.4x | 7.8x | 0.6x |
| Fri, 18 Aug 2023 | zł742.9b | zł1.2t | zł93.8b | 12.5x | 7.9x | 0.6x |
| Sun, 16 Jul 2023 | zł769.6b | zł1.2t | zł92.8b | 13x | 8.3x | 0.6x |
| Tue, 13 Jun 2023 | zł734.6b | zł1.2t | zł92.4b | 12.2x | 8x | 0.6x |
| Thu, 11 May 2023 | zł708.7b | zł1.1t | zł88.1b | 11.9x | 8x | 0.6x |
| Sat, 08 Apr 2023 | zł657.4b | zł1.1t | zł89.0b | 11.5x | 7.4x | 0.6x |
| Mon, 06 Mar 2023 | zł674.4b | zł1.1t | zł94.4b | 11.4x | 7.1x | 0.6x |
| Wed, 01 Feb 2023 | zł690.1b | zł1.0t | zł76.9b | 10.7x | 9x | 0.7x |
| Fri, 30 Dec 2022 | zł649.9b | zł1.0t | zł76.8b | 10.1x | 8.5x | 0.6x |
| Sun, 27 Nov 2022 | zł637.5b | zł1.0t | zł70.0b | 10.2x | 9.1x | 0.6x |
| Tue, 25 Oct 2022 | zł533.9b | zł1.1t | zł90.7b | 9.3x | 5.9x | 0.5x |
| Thu, 22 Sep 2022 | zł573.5b | zł1.1t | zł90.1b | 9.5x | 6.4x | 0.5x |
| Sat, 20 Aug 2022 | zł630.9b | zł2.0t | -zł478,867,370,156.00 | 9.8x | -1.3x | 0.3x |
| Mon, 18 Jul 2022 | zł603.1b | zł1.0t | zł88.4b | 9.8x | 6.8x | 0.6x |
| Wed, 15 Jun 2022 | zł618.7b | zł1.0t | zł88.8b | 9.9x | 7x | 0.6x |
| Fri, 13 May 2022 | zł627.2b | zł937.7b | zł81.3b | 10.1x | 7.7x | 0.7x |
| Sun, 10 Apr 2022 | zł734.5b | zł905.9b | zł75.2b | 11.5x | 9.8x | 0.8x |
Price to Earnings Ratio
9.8x
Current Market PE
- Investors are optimistic on the Polish market, and appear confident in strong long term growth rates.
- The market is trading at a PE ratio of 19.4x which is higher than its 3-year average PE of 10.9x.
Past Earnings Growth
- The earnings for Polish listed companies have declined 12% per year over the last three years.
- Meanwhile revenues for these companies have grown 9.7% 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.
Sector Trends
Which sectors have driven the changes within the Polish Market?
| PL Market | -0.79% | |
| Consumer Discretionary | 1.04% | |
| Real Estate | 0.35% | |
| Utilities | 0.29% | |
| Telecom | 0.18% | |
| Consumer Staples | 0.023% | |
| Tech | -0.26% | |
| Financials | -0.95% | |
| Energy | -1.31% | |
| Healthcare | -1.86% | |
| Industrials | -2.92% | |
| Materials | -4.39% | |
Sector PE
- Investors favour the Healthcare sector the most for future growth, which is trading above its 3-year average PE ratio of 65.9x.
- The market's confidence is likely because analysts are expecting annual earnings growth of 16.3%, which is higher than its past year's earnings growth of 5.5% per year.
Forecasted Growth
- Analysts are most optimistic on the Materials sector, expecting annual earnings growth of 44% over the next 5 years.
- This is better than its past earnings decline of 34% per year.
- In contrast, the Financials sector 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 | Sector | |
|---|---|---|---|---|---|---|
| DNP Dino Polska | zł461.60 | 3.7% +zł1.6b | 24.5% | PE30x | Consumer Staples | |
| ALE Allegro.eu | zł32.10 | 2.8% +zł921.6m | 0.03% | PE32.7x | Consumer Discretionary | |
| ALR Alior Bank | zł122.65 | 5.0% +zł763.7m | 24.0% | PB1.4x | Financials | |
| MIL Bank Millennium | zł15.03 | 4.2% +zł727.9m | 44.8% | PB2.3x | Financials | |
| CCC CCC | zł233.70 | 4.0% +zł612.9m | 225.7% | PE30.2x | Consumer Discretionary |
