Concerns Surrounding Dom Development's (WSE:DOM) Performance
May 24
Polish (WIG) Consumer Durables Industry Analysis
UpdatedMay 29, 2024
DataAggregated Company Financials
Companies16
- 7D-2.8%
- 3M18.6%
- 1Y35.2%
- YTD21.6%
Last week, the Consumer Durables industry hasn't moved much but Archicom is up 4.0% in that time. As for the the longer term, the industry is up 35% over the past 12 months. Earnings are forecast to grow by 12% annually.
Industry Valuation and Performance
Has the Polish Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 29 May 2024 | zł12.9b | zł11.1b | zł1.3b | 9.7x | 9.8x | 1.2x |
| Fri, 26 Apr 2024 | zł12.0b | zł11.1b | zł1.3b | 8.4x | 9.2x | 1.1x |
| Sun, 24 Mar 2024 | zł11.6b | zł10.5b | zł1.1b | 9.6x | 10.3x | 1.1x |
| Tue, 20 Feb 2024 | zł11.1b | zł10.3b | zł1.1b | 9.9x | 10.3x | 1.1x |
| Thu, 18 Jan 2024 | zł10.9b | zł10.3b | zł1.1b | 9.4x | 10.3x | 1.1x |
| Sat, 16 Dec 2023 | zł11.0b | zł10.2b | zł1.1b | 9.7x | 10.4x | 1.1x |
| Mon, 13 Nov 2023 | zł10.4b | zł10.5b | zł1.1b | 11x | 9.8x | 1x |
| Wed, 11 Oct 2023 | zł10.4b | zł10.5b | zł1.1b | 10.5x | 9.9x | 1x |
| Fri, 08 Sep 2023 | zł10.5b | zł10.6b | zł1.0b | 10.3x | 10.4x | 1x |
| Sun, 06 Aug 2023 | zł9.4b | zł10.8b | zł1.0b | 9x | 9.1x | 0.9x |
| Tue, 04 Jul 2023 | zł8.6b | zł10.8b | zł1.0b | 8x | 8.3x | 0.8x |
| Thu, 01 Jun 2023 | zł8.5b | zł10.9b | zł1.0b | 7.7x | 8.3x | 0.8x |
| Sat, 29 Apr 2023 | zł8.3b | zł11.1b | zł1.1b | 7.2x | 7.6x | 0.8x |
| Mon, 27 Mar 2023 | zł7.7b | zł11.5b | zł1.2b | 7.5x | 6.5x | 0.7x |
| Wed, 22 Feb 2023 | zł7.3b | zł11.2b | zł1.1b | 8.8x | 6.9x | 0.7x |
| Fri, 20 Jan 2023 | zł7.0b | zł11.1b | zł1.1b | 8.5x | 6.6x | 0.6x |
| Sun, 18 Dec 2022 | zł6.3b | zł11.1b | zł1.1b | 7.8x | 5.9x | 0.6x |
| Tue, 15 Nov 2022 | zł6.2b | zł11.3b | zł1.2b | 5.9x | 5.1x | 0.5x |
| Thu, 13 Oct 2022 | zł5.9b | zł11.3b | zł1.2b | 5.3x | 4.8x | 0.5x |
| Sat, 10 Sep 2022 | zł6.3b | zł11.2b | zł1.3b | 5.1x | 5x | 0.6x |
| Mon, 08 Aug 2022 | zł6.6b | zł10.9b | zł1.3b | 5.4x | 5.2x | 0.6x |
| Wed, 06 Jul 2022 | zł6.8b | zł10.8b | zł1.2b | 5.8x | 5.7x | 0.6x |
| Fri, 03 Jun 2022 | zł7.5b | zł10.7b | zł1.2b | 5.8x | 6.5x | 0.7x |
| Sun, 01 May 2022 | zł7.9b | zł11.1b | zł1.2b | 7.5x | 6.5x | 0.7x |
| Tue, 29 Mar 2022 | zł8.2b | zł10.9b | zł1.2b | 7.8x | 6.8x | 0.8x |
| Thu, 24 Feb 2022 | zł8.3b | zł11.0b | zł1.3b | 7.2x | 6.5x | 0.8x |
| Sat, 22 Jan 2022 | zł9.1b | zł11.1b | zł1.3b | 7.6x | 7.1x | 0.8x |
| Mon, 20 Dec 2021 | zł8.8b | zł11.1b | zł1.3b | 7.1x | 6.8x | 0.8x |
| Wed, 17 Nov 2021 | zł9.5b | zł10.8b | zł1.3b | 8.1x | 7.3x | 0.9x |
| Fri, 15 Oct 2021 | zł10.3b | zł10.9b | zł1.3b | 8.7x | 8.1x | 0.9x |
| Sun, 12 Sep 2021 | zł10.8b | zł10.8b | zł1.3b | 9.5x | 8.6x | 1x |
| Tue, 10 Aug 2021 | zł10.7b | zł10.5b | zł1.2b | 9.5x | 8.6x | 1x |
Price to Earnings Ratio
9.4x
Current Industry PE
- Investors are optimistic on the Polish Consumer Durables industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 9.9x which is higher than its 3-year average PE of 7.8x.
- The 3-year average PS ratio of 0.84x is lower than the industry's current PS ratio of 1.2x.
Past Earnings Growth
- The earnings for companies in the Consumer Durables industry have grown 3.2% per year over the last three years.
- Revenues for these companies have grown 2.3% 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 Consumer Discretionary industry?
| PL Market | -1.76% | |
| Consumer Discretionary | 2.22% | |
| Consumer Durables | -2.80% | |
| Home Furnishings | 0.86% | |
| Housewares and Specialties | 0% | |
| Homebuilding | -2.99% | |
| Household Appliances | -5.69% | |
| Consumer Electronics | -7.41% | |
Industry PE
- Investors are most optimistic about the Consumer Electronics industry which is trading above its 3-year average PE ratio of 29.8x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted Growth
- Analysts are most optimistic on the Household Appliances industry, expecting annual earnings growth of 111% over the next 5 years.
- This is better than its past earnings growth rate of 13% per year.
- In contrast, the Home Furnishings industry is expected to see its earnings growth to stay flat 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 | |
|---|---|---|---|---|---|
| FTE Fabryki Mebli FORTE | zł23.00 | 2.2% +zł12.0m | -11.2% | PE7.8x | |
| WIK Wikana | zł9.15 | 3.4% +zł5.9m | 139.5% | PE10.4x | |
| LTX Lentex | zł6.58 | 0.3% +zł731.7k | -13.6% | PE14.1x |