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Pepco Group N.V.WSE:PCO Stock Report

Market Cap zł18.3b
Share Price
zł32.19
zł36.24
11.2% undervalued intrinsic discount
1Y75.0%
7D4.7%
Portfolio Value
View

Pepco Group N.V.

WSE:PCO Stock Report

Market Cap: zł18.3b

Pepco Group (PCO) Stock Overview

Operates as a variety discount retailer in the United Kingdom, the Republic of Ireland, Poland, and the rest of Europe. More details

PCO fundamental analysis
Snowflake Score
Valuation0/6
Future Growth3/6
Past Performance3/6
Financial Health3/6
Dividends0/6

PCO Community Fair Values

Create Narrative

See what 28 others think this stock is worth. Follow their fair value or set your own to get alerts.

Pepco Group N.V. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Pepco Group
Historical stock prices
Current Share Pricezł32.19
52 Week Highzł33.74
52 Week Lowzł16.21
Beta1.19
1 Month Change13.95%
3 Month Change10.96%
1 Year Change74.99%
3 Year Change-21.94%
5 Year Change-28.47%
Change since IPO-28.47%

Recent News & Updates

Narrative Update Apr 30

PCO: Lower Future P E Multiple Will Likely Restrain Share Returns

Analysts now set their Pepco Group price target at PLN 19.46, slightly below the prior PLN 19.80. This reflects updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples.
Narrative Update Apr 16

PCO: Higher Future P E Multiple Will Likely Pressure Share Returns

Analysts have raised their PLN price target for Pepco Group from PLN 17.61 to PLN 19.80, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E multiples. Valuation Changes Fair Value: PLN 17.61 updated to PLN 19.80, indicating a higher assessed valuation level.
Narrative Update Apr 01

PCO: Completed Share Buyback And Margin Outlook Will Support Higher Returns

Analysts have trimmed their PLN price target for Pepco Group to around PLN 36.24 per share, a small adjustment from about PLN 36.52. This reflects refreshed assumptions on discount rate, revenue growth, profit margin and future P/E.

Recent updates

Narrative Update Apr 30

PCO: Lower Future P E Multiple Will Likely Restrain Share Returns

Analysts now set their Pepco Group price target at PLN 19.46, slightly below the prior PLN 19.80. This reflects updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples.
Narrative Update Apr 16

PCO: Higher Future P E Multiple Will Likely Pressure Share Returns

Analysts have raised their PLN price target for Pepco Group from PLN 17.61 to PLN 19.80, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E multiples. Valuation Changes Fair Value: PLN 17.61 updated to PLN 19.80, indicating a higher assessed valuation level.
Narrative Update Apr 01

PCO: Completed Share Buyback And Margin Outlook Will Support Higher Returns

Analysts have trimmed their PLN price target for Pepco Group to around PLN 36.24 per share, a small adjustment from about PLN 36.52. This reflects refreshed assumptions on discount rate, revenue growth, profit margin and future P/E.
Narrative Update Mar 18

PCO: Share Buyback And Margin Outlook Will Support Higher Future Returns

The analyst price target for Pepco Group has increased from PLN 35.90 to PLN 36.52. Analysts point to updated views on discount rates, revenue growth, profit margins and future P/E assumptions as the key drivers behind this change.
Narrative Update Mar 04

PCO: Higher Required Returns And Share Buybacks Will Likely Pressure Future Returns

Analysts have marginally adjusted their PLN fair value estimate for Pepco Group to PLN 17.61. This reflects updated assumptions on the discount rate, revenue growth, profit margins and future P/E expectations.
Narrative Update Feb 17

PCO: Fair Value Will Likely Hold As Completed Buyback Supports Outlook

Pepco Group's analyst price target has been adjusted slightly higher to PLN 29.46 from PLN 29.43. Analysts point to unchanged revenue growth and profit margin assumptions, with only marginal tweaks to the discount rate and forward P/E input.
Analysis Article Feb 12

Is Pepco Group (WSE:PCO) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Narrative Update Feb 03

PCO: Fair Value Will Likely Hold As Buyback And Assumptions Shift

Analysts have lifted their price target for Pepco Group from €25.83 to €29.43, citing updated assumptions on revenue growth, profit margins, discount rates and future P/E, which together indicate a higher assessed fair value for the shares. What's in the News Pepco Group completed a share buyback tranche between April 1, 2025 and September 30, 2025, repurchasing 9,382,732 shares for €50 million, equivalent to 1.63% of its shares.
Analysis Article Jan 22

Statutory Profit Doesn't Reflect How Good Pepco Group's (WSE:PCO) Earnings Are

Pepco Group N.V. ( WSE:PCO ) just reported healthy earnings but the stock price didn't move much. Investors are...
Narrative Update Jan 20

PCO: Lower Margin Outlook Will Likely Pressure Future Share Returns

Analysts have raised their price target on Pepco Group to €17.62 from €16.30, reflecting updated assumptions that include higher revenue growth, a slightly lower profit margin, a reduced discount rate and a lower future P/E multiple. Valuation Changes Fair Value: increased from €16.30 to €17.62 per share, implying a higher central estimate of equity value.
Narrative Update Jan 05

PCO: Lower Discount Rate Will Support Higher Future Earnings Multiple

Analysts have lifted their price target for Pepco Group to €35.90 from €34.02, citing updated assumptions that combine an 8.38% revenue growth outlook with a 6.69% profit margin and a revised future P/E of 17.61, all discounted at an adjusted rate of 11.80%. Valuation Changes Fair Value Estimate, revised from €34.02 to €35.90, implying a modest uplift in the assessed share value.
Analysis Article Jan 04

What Pepco Group N.V.'s (WSE:PCO) P/S Is Not Telling You

It's not a stretch to say that Pepco Group N.V.'s ( WSE:PCO ) price-to-sales (or "P/S") ratio of 0.9x seems quite...
Narrative Update Dec 15

PCO: Lower Risk And Higher Margins Will Drive Share Price Higher

Analysts have raised their price target for Pepco Group by approximately 7 percent to around €34 per share, citing a lower perceived risk profile and stronger expected profitability that offset weaker revenue growth assumptions and a slightly reduced future earnings multiple. Valuation Changes Fair Value increased slightly from €31.71 to approximately €34.02 per share, reflecting a modest upward revision in the intrinsic valuation.
Narrative Update Dec 01

PCO: Fair Value Will Likely Remain Stable Despite Slight Discount Rate Increase

The analyst consensus price target for Pepco Group has been modestly revised downward from €25.88 to €25.83, as analysts cite a slight increase in the discount rate along with minor adjustments to profitability forecasts. Valuation Changes Consensus Analyst Price Target has fallen slightly from €25.88 to €25.83.
Analysis Article Nov 19

Pepco Group (WSE:PCO) Is Doing The Right Things To Multiply Its Share Price

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Narrative Update Nov 17

PCO: Fair Value Expected To Remain Stable Amid Discount Rate Shift

Analysts have slightly lowered their price target for Pepco Group, revising it from €25.93 to €25.88. The adjustment is based on updated assessments of the company’s discount rate and future price-to-earnings expectations.
Narrative Update Nov 03

PCO: Marginal Improvements And Risks Suggest Balanced Outlook For Central Europe Expansion

Pepco Group's analyst price target has been raised modestly by analysts, increasing from €25.14 to €25.93 per share. This reflects incremental improvements in future revenue outlook and fair value assessments.
Narrative Update Oct 20

Expansion In Central And Eastern Europe Will Unlock Future Potential

Analysts have raised their price target for Pepco Group from €24.90 to €25.14, citing an improved profit margin outlook that more than offsets modest declines in expected revenue growth. Valuation Changes Fair Value has increased slightly, moving from €24.90 to €25.14.
Analysis Article Oct 03

What Pepco Group N.V.'s (WSE:PCO) 25% Share Price Gain Is Not Telling You

The Pepco Group N.V. ( WSE:PCO ) share price has done very well over the last month, posting an excellent gain of 25...
Narrative Update Sep 26

Expansion In Central And Eastern Europe Will Unlock Future Potential

Despite a notable deterioration in fundamentals, with Pepco Group’s future P/E ratio rising sharply and revenue growth forecasts lowering further into negative territory, the consensus analyst price target increased only marginally from PLN24.56 to PLN24.90. Valuation Changes Summary of Valuation Changes for Pepco Group The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from PLN24.56 to PLN24.90.
Analysis Article Sep 12

At zł20.59, Is Pepco Group N.V. (WSE:PCO) Worth Looking At Closely?

Pepco Group N.V. ( WSE:PCO ), might not be a large cap stock, but it saw a double-digit share price rise of over 10% in...
Analysis Article Aug 21

Does This Valuation Of Pepco Group N.V. (WSE:PCO) Imply Investors Are Overpaying?

WSE:PCO 1 Year Share Price vs Fair Value Explore Pepco Group's Fair Values from the Community and select yours Key...
Analysis Article Jul 26

Returns On Capital Are Showing Encouraging Signs At Pepco Group (WSE:PCO)

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
Analysis Article Jun 29

Revenues Not Telling The Story For Pepco Group N.V. (WSE:PCO) After Shares Rise 26%

Despite an already strong run, Pepco Group N.V. ( WSE:PCO ) shares have been powering on, with a gain of 26% in the...
Analysis Article Jun 19

Does Pepco Group (WSE:PCO) Have A Healthy Balance Sheet?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analysis Article May 23

Should You Investigate Pepco Group N.V. (WSE:PCO) At zł16.70?

While Pepco Group N.V. ( WSE:PCO ) might not have the largest market cap around , it saw a double-digit share price...
User avatar
New Narrative May 14

CEE And Western Europe Expansion Will Create New Opportunities

Expansion in Central and Eastern Europe and strategic pricing expected to drive revenue and growth.

Shareholder Returns

PCOPL Multiline RetailPL Market
7D4.7%2.5%1.0%
1Y75.0%-8.1%25.1%

Return vs Industry: PCO exceeded the Polish Multiline Retail industry which returned -8.5% over the past year.

Return vs Market: PCO exceeded the Polish Market which returned 22.2% over the past year.

Price Volatility

Is PCO's price volatile compared to industry and market?
PCO volatility
PCO Average Weekly Movement5.3%
Multiline Retail Industry Average Movement5.2%
Market Average Movement5.3%
10% most volatile stocks in PL Market10.6%
10% least volatile stocks in PL Market3.1%

Stable Share Price: PCO has not had significant price volatility in the past 3 months compared to the Polish market.

Volatility Over Time: PCO's weekly volatility (5%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
199028,624Stephan Borchertwww.pepcogroup.eu

Pepco Group N.V. operates as a variety discount retailer in the United Kingdom, the Republic of Ireland, Poland, and the rest of Europe. The company offers general merchandise; apparel for the whole family, including children’s wear; household goods and toys; homeware; home décor; and seasonal products. In addition, the company provides direct product sourcing, product development, and technical services.

Pepco Group N.V. Fundamentals Summary

How do Pepco Group's earnings and revenue compare to its market cap?
PCO fundamental statistics
Market capzł18.29b
Earnings (TTM)zł727.90m
Revenue (TTM)zł19.21b
25.1x
P/E Ratio
1.0x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
PCO income statement (TTM)
Revenue€4.52b
Cost of Revenue€2.35b
Gross Profit€2.17b
Other Expenses€2.00b
Earnings€171.40m

Last Reported Earnings

Sep 30, 2025

Next Earnings Date

May 21, 2026

Earnings per share (EPS)0.30
Gross Margin48.02%
Net Profit Margin3.79%
Debt/Equity Ratio384.4%

How did PCO perform over the long term?

See historical performance and comparison

Dividends

1.3%
Current Dividend Yield
32%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/20 07:58
End of Day Share Price 2026/05/20 00:00
Earnings2025/09/30
Annual Earnings2025/09/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

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.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Pepco Group N.V. is covered by 26 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
James AnsteadBarclays
Matthew ClementsBarclays
Janusz PietaBiuro maklerskie mBanku