Executive Summary
Selena FM S.A., through its subsidiaries, produces, distributes, and sells construction chemicals, building materials for doors and windows, and general building accessories to professional contractors and DIY users.
Rewards
Risk Analysis
Snowflake Analysis
Flawless balance sheet and undervalued.
Share Price & News
How has Selena FM's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: SEL's share price has been volatile over the past 3 months.
Market Performance
7 Day Return
-4.1%
SEL
5.2%
PL Chemicals
1.7%
PL Market
1 Year Return
7.3%
SEL
-16.7%
PL Chemicals
-20.5%
PL Market
Return vs Industry: SEL exceeded the Polish Chemicals industry which returned -16.7% over the past year.
Return vs Market: SEL exceeded the Polish Market which returned -20.5% over the past year.
Shareholder returns
| SEL | Industry | Market | |
|---|---|---|---|
| 7 Day | -4.1% | 5.2% | 1.7% |
| 30 Day | -2.5% | 11.8% | 4.5% |
| 90 Day | -11.4% | 17.7% | -12.0% |
| 1 Year | 10.1%7.3% | -14.1%-16.7% | -18.3%-20.5% |
| 3 Year | -38.0%-42.1% | -36.8%-43.4% | -24.9%-30.1% |
| 5 Year | -39.1%-44.7% | -35.2%-43.6% | -22.6%-32.0% |
Price Volatility Vs. Market
How volatile is Selena FM's share price compared to the market and industry in the last 5 years?
Simply Wall St News
1 week ago | Simply Wall St
Did You Manage To Avoid Selena FM's (WSE:SEL) 47% Share Price Drop?3 weeks ago | Simply Wall St
What Kind Of Shareholder Appears On The Selena FM S.A.'s (WSE:SEL) Shareholder Register?1 month ago | Simply Wall St
Selena FM's (WSE:SEL) Earnings Are Growing But Is There More To The Story?Valuation
Is Selena FM undervalued compared to its fair value and its price relative to the market?
>50%
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: SEL (PLN11.7) is trading below our estimate of fair value (PLN339.35)
Significantly Below Fair Value: SEL is trading below fair value by more than 20%.
Price To Earnings Ratio
PE vs Industry: SEL is good value based on its PE Ratio (5.4x) compared to the Chemicals industry average (17.1x).
PE vs Market: SEL is good value based on its PE Ratio (5.4x) compared to the Polish market (10.5x).
Price to Earnings Growth Ratio
PEG Ratio: Insufficient data to calculate SEL's PEG Ratio to determine if it is good value.
Price to Book Ratio
PB vs Industry: SEL is good value based on its PB Ratio (0.6x) compared to the PL Chemicals industry average (0.7x).
Next Steps
Future Growth
How is Selena FM forecast to perform in the next 1 to 3 years based on estimates from 0 analysts?
13.8%
Forecasted Materials industry annual growth in earnings
In this section we usually present revenue and earnings growth projections based on the consensus estimates of professional analysts to help investors understand the company’s ability to generate profit. But as Selena FM has not provided enough past data and has no analyst forecast, its future earnings cannot be reliably calculated by extrapolating past data or using analyst predictions.
This is quite a rare situation as 97% of companies covered by SimplyWall St do have past financial data.
Next Steps
- Examine whether Selena FM is trading at an attractive price based on how much it is expected to earn in the future, and relative to its industry peers and the wider market.
- Selena FM competitive advantages and company strategy can generally be found in its financial reports archived here.
- Explore growth companies in the Materials industry.
Past Performance
How has Selena FM performed over the past 5 years?
4.2%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: SEL has high quality earnings.
Growing Profit Margin: SEL's current net profit margins (3.8%) are higher than last year (1.5%).
Past Earnings Growth Analysis
Earnings Trend: SEL's earnings have grown by 4.2% per year over the past 5 years.
Accelerating Growth: SEL's earnings growth over the past year (170.7%) exceeds its 5-year average (4.2% per year).
Earnings vs Industry: SEL earnings growth over the past year (170.7%) exceeded the Chemicals industry 45.2%.
Return on Equity
High ROE: SEL's Return on Equity (10.6%) is considered low.
Next Steps
Financial Health
How is Selena FM's financial position?
Financial Position Analysis
Short Term Liabilities: SEL's short term assets (PLN628.6M) exceed its short term liabilities (PLN322.2M).
Long Term Liabilities: SEL's short term assets (PLN628.6M) exceed its long term liabilities (PLN148.0M).
Debt to Equity History and Analysis
Debt Level: SEL's debt to equity ratio (34.9%) is considered satisfactory.
Reducing Debt: SEL's debt to equity ratio has reduced from 37.3% to 34.9% over the past 5 years.
Debt Coverage: SEL's debt is well covered by operating cash flow (71.2%).
Interest Coverage: SEL's interest payments on its debt are well covered by EBIT (15.2x coverage).
Balance Sheet
Next Steps
Dividend
What is Selena FM's current dividend yield, its reliability and sustainability?
2.56%
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: SEL's dividend (2.56%) is higher than the bottom 25% of dividend payers in the Polish market (2.35%).
High Dividend: SEL's dividend (2.56%) is low compared to the top 25% of dividend payers in the Polish market (7.22%).
Stability and Growth of Payments
Stable Dividend: SEL has been paying a dividend for less than 10 years and during this time payments have been volatile.
Growing Dividend: SEL has only been paying a dividend for 9 years, and since then payments have fallen.
Current Payout to Shareholders
Dividend Coverage: With its low payout ratio (13.7%), SEL's dividend payments are thoroughly covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: Insufficient data to determine if a dividend will be paid in 3 years and that it will be covered by earnings.
Next Steps
Management
How experienced are the management team and are they aligned to shareholders interests?
1.3yrs
Average management tenure
CEO
Krzysztof Domarecki
1.42yrs
Tenure
zł74,000
Compensation
Mr. Krzysztof Domarecki is the Founder of Selena FM and Fidiasz FIZ and has been its President of Management Board since December 7, 2018. Mr. Domarecki served as President, Chief Executive Officer and Exe ...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President of Management Board | 1.42yrs | zł74.00k | 0.29% PLN791.0k | |
| Chief Commercial Officer & VP of Management Board for Sales | 1.33yrs | no data | no data | |
| Chief Marketing Officer & VP of Management Board | 1.17yrs | no data | no data | |
| Management Board Member & CFO | 0.83yr | no data | no data |
1.3yrs
Average Tenure
Experienced Management: SEL's management team is not considered experienced ( 1.3 years average tenure), which suggests a new team.
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Independent Member of Supervisory Board | 2.5yrs | no data | no data | |
| Independent Chairman of the Supervisory Board | 1.25yrs | zł19.00k | no data | |
| Member of Supervisory Board | 1.25yrs | no data | no data | |
| Independent Member of Supervisory Board | no data | zł57.00k | no data | |
| Independent Member of Supervisory Board | 2.58yrs | no data | no data | |
| Member of the Supervisory Board | 1yr | no data | no data |
1.3yrs
Average Tenure
Experienced Board: SEL's board of directors are not considered experienced ( 1.3 years average tenure), which suggests a new board.
Ownership
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
Ownership Breakdown
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Top Shareholders
Company Information
Selena FM S.A.'s company bio, employee growth, exchange listings and data sources
Key Information
- Name: Selena FM S.A.
- Ticker: SEL
- Exchange: WSE
- Founded: 1992
- Industry: Commodity Chemicals
- Sector: Materials
- Market Cap: zł274.008m
- Shares outstanding: 22.83m
- Website: https://www.selena.com/pl
Number of Employees
Location
- Selena FM S.A.
- ul. Strzegomska 2-4
- Wroclaw
- 53-611
- Poland
Listings
| Ticker | Exchange | Primary Security | Security Type | Country | Currency | Listed on |
|---|---|---|---|---|---|---|
| SEL | WSE (Warsaw Stock Exchange) | Yes | Common Bearer Shares | PL | PLN | May 2008 |
| 0LYF | LSE (London Stock Exchange) | Yes | Common Bearer Shares | GB | PLN | May 2008 |
Biography
Selena FM S.A., through its subsidiaries, produces, distributes, and sells construction chemicals, building materials for doors and windows, and general building accessories to professional contractors and DIY users. Its products include polyurethane foams, adhesives, sealants, building insulation systems, flooring systems, interior wall systems, ceramic tile systems, construction mortars, waterproofing materials, passive fire protection solutions, and other products primarily under the Tytan, Artelit, Quilosa, Cool-R, and Matizol brand names. The company’s products are used for various applications, such as windows and doors, walls and ceilings, kitchens and bathrooms, installations, floors, thermal insulation, facades, claddings, roofs, foundations, and terraces and balconies. It also provides various solutions for the woodworking, upholstery, window and door manufacturing, assembly, and packaging industries. The company operates in European Union, Eastern Europe, Asia, North America, and South America. Selena FM S.A. was founded in 1992 and is headquartered in Wroclaw, Poland.
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2020/05/27 03:19 |
| End of Day Share Price | 2020/05/26 00:00 |
| Earnings | 2019/09/30 |
| Annual Earnings | 2018/12/31 |
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.