Allegro.eu S.A. (WSE:ALE) Just Released Its First-Quarter Earnings: Here's What Analysts Think
May 25
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Polish (WIG) Market Analysis & Valuation
UpdatedMay 28, 2025
DataAggregated Company Financials
Companies651
- 7D0.4%
- 3M8.4%
- 1Y12.6%
- YTD24.8%
In the last week, the market has stayed flat, however the Consumer Staples sector stood out, gaining 3.4%. More promisingly, the market is up 13% 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 |
|---|---|---|---|---|---|---|
| Wed, 28 May 2025 | zł1.0t | zł1.2t | zł55.8b | 13.7x | 18.4x | 0.9x |
| Fri, 25 Apr 2025 | zł1.0t | zł1.2t | zł45.9b | 12.8x | 22.1x | 0.9x |
| Sun, 23 Mar 2025 | zł981.5b | zł1.2t | zł51.3b | 12.9x | 19.1x | 0.8x |
| Tue, 18 Feb 2025 | zł939.3b | zł1.2t | zł44.0b | 12.7x | 21.4x | 0.8x |
| Thu, 16 Jan 2025 | zł840.3b | zł1.2t | zł42.9b | 11.4x | 19.6x | 0.7x |
| Sat, 14 Dec 2024 | zł826.1b | zł1.2t | zł41.8b | 10.9x | 19.8x | 0.7x |
| Mon, 11 Nov 2024 | zł835.2b | zł1.2t | zł55.6b | 11.5x | 15x | 0.7x |
| Wed, 09 Oct 2024 | zł809.0b | zł1.2t | zł53.4b | 11.9x | 15.1x | 0.7x |
| Fri, 06 Sep 2024 | zł839.6b | zł1.2t | zł55.1b | 11.9x | 15.2x | 0.7x |
| Sun, 04 Aug 2024 | zł829.5b | zł1.2t | zł58.4b | 11.6x | 14.2x | 0.7x |
| Tue, 02 Jul 2024 | zł895.2b | zł1.2t | zł58.3b | 12.4x | 15.4x | 0.7x |
| Thu, 30 May 2024 | zł872.8b | zł1.2t | zł58.1b | 12.4x | 15x | 0.7x |
| Sat, 27 Apr 2024 | zł873.3b | zł1.3t | zł76.9b | 11.9x | 11.4x | 0.7x |
| Mon, 25 Mar 2024 | zł857.3b | zł1.3t | zł85.1b | 12.3x | 10.1x | 0.7x |
| Wed, 21 Feb 2024 | zł863.1b | zł1.3t | zł89.1b | 12.7x | 9.7x | 0.7x |
| Fri, 19 Jan 2024 | zł798.6b | zł1.3t | zł90.6b | 12.4x | 8.8x | 0.6x |
| Sun, 17 Dec 2023 | zł832.4b | zł1.3t | zł91.3b | 12.8x | 9.1x | 0.6x |
| Tue, 14 Nov 2023 | zł765.0b | zł1.3t | zł91.4b | 12x | 8.4x | 0.6x |
| Thu, 12 Oct 2023 | zł719.6b | zł1.3t | zł88.0b | 12x | 8.2x | 0.6x |
| Sat, 09 Sep 2023 | zł719.1b | zł1.2t | zł93.5b | 12.6x | 7.7x | 0.6x |
| Mon, 07 Aug 2023 | zł781.8b | zł1.2t | zł93.9b | 13.2x | 8.3x | 0.6x |
| Wed, 05 Jul 2023 | zł743.7b | zł1.2t | zł92.7b | 12.9x | 8x | 0.6x |
| Fri, 02 Jun 2023 | zł708.4b | zł1.2t | zł92.5b | 12.3x | 7.7x | 0.6x |
| Sun, 30 Apr 2023 | zł703.1b | zł1.2t | zł91.2b | 11.9x | 7.7x | 0.6x |
| Tue, 28 Mar 2023 | zł635.5b | zł1.1t | zł93.4b | 11.3x | 6.8x | 0.6x |
| Thu, 23 Feb 2023 | zł658.4b | zł1.0t | zł81.5b | 11.1x | 8.1x | 0.6x |
| Sat, 21 Jan 2023 | zł683.4b | zł1.0t | zł76.8b | 10.6x | 8.9x | 0.7x |
| Mon, 19 Dec 2022 | zł632.1b | zł1.0t | zł76.9b | 10.1x | 8.2x | 0.6x |
| Wed, 16 Nov 2022 | zł605.3b | zł982.7b | zł76.0b | 9.7x | 8x | 0.6x |
| Fri, 14 Oct 2022 | zł521.7b | zł1.1t | zł90.8b | 9.2x | 5.7x | 0.5x |
| Sun, 11 Sep 2022 | zł589.2b | zł1.1t | zł89.6b | 9.5x | 6.6x | 0.6x |
| Tue, 09 Aug 2022 | zł638.1b | zł1.1t | zł90.5b | 9.8x | 7.1x | 0.6x |
| Thu, 07 Jul 2022 | zł609.8b | zł1.0t | zł88.7b | 9.6x | 6.9x | 0.6x |
| Sat, 04 Jun 2022 | zł658.6b | zł1.0t | zł87.4b | 10.4x | 7.5x | 0.6x |
Price to Earnings Ratio
7.5x
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 18.4x which is higher than its 3-year average PE of 11.4x.
Past Earnings Growth
- The earnings for Polish listed companies have declined 14% per year over the last three years.
- Meanwhile revenues for these companies have grown 5.8% 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 | 0.39% | |
| Consumer Staples | 3.37% | |
| Industrials | 1.52% | |
| Financials | 0.79% | |
| Materials | 0.76% | |
| Tech | -0.27% | |
| Consumer Discretionary | -0.49% | |
| Energy | -0.51% | |
| Healthcare | -1.24% | |
| Utilities | -1.33% | |
| Real Estate | -1.42% | |
| Telecom | -1.87% | |
Sector PE
- Investors favour the Industrials sector the most for future growth, which is trading above its 3-year average PE ratio of 62.8x.
- 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 decline of 11.3% per year.
Forecasted Growth
- Analysts are most optimistic on the Healthcare sector, expecting annual earnings growth of 32% over the next 5 years.
- This is better than its past earnings growth rate of 19% per year.
- In contrast, the Financials sector is expected to see its earnings grow by 3.3% 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 | |
|---|---|---|---|---|---|---|
| PKN Orlen | zł74.55 | 4.0% +zł3.3b | 17.9% | PE29.1x | Energy | |
| PKO Powszechna Kasa Oszczednosci Bank Polski Spólka Akcyjna | zł77.80 | 3.5% +zł3.3b | 35.4% | PB1.8x | Financials | |
| DNP Dino Polska | zł553.00 | 4.9% +zł2.5b | 41.0% | PE35.6x | Consumer Staples | |
| MBK mBank | zł856.40 | 7.0% +zł2.4b | 38.3% | PB2x | Financials | |
| ALE Allegro.eu | zł35.21 | 6.8% +zł2.3b | -10.0% | PE34x | Consumer Discretionary |
