Investors Holding Back On 7FIT S.A. (WSE:7FT)
May 22
Polish (WIG) Specialty Stores Industry Analysis
UpdatedMay 30, 2024
DataAggregated Company Financials
Companies14
- 7D0.2%
- 3M-0.3%
- 1Y20.4%
- YTD-1.2%
Over the last 7 days, the Specialty Stores industry has dropped 1.2%, driven by a pullback from Auto Partner of 3.4%. On the other hand Oponeo.pl is actually up 8.9%. This takes the industry's 12 month performance to a gain of 13%. As for the next few years, earnings are expected to grow by 16% per annum.
Industry Valuation and Performance
Has the Polish Specialty Stores Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 30 May 2024 | zł5.6b | zł9.6b | zł353.5m | 14x | 15.9x | 0.6x |
| Sat, 27 Apr 2024 | zł5.6b | zł9.3b | zł339.7m | 15.1x | 16.4x | 0.6x |
| Mon, 25 Mar 2024 | zł5.7b | zł9.0b | zł354.6m | 18x | 16x | 0.6x |
| Wed, 21 Feb 2024 | zł5.9b | zł9.0b | zł351.5m | 15x | 16.9x | 0.7x |
| Fri, 19 Jan 2024 | zł5.5b | zł9.1b | zł482.6m | 14.6x | 11.3x | 0.6x |
| Sun, 17 Dec 2023 | zł5.9b | zł9.2b | zł502.3m | 16.6x | 11.8x | 0.6x |
| Tue, 14 Nov 2023 | zł5.3b | zł9.0b | zł502.1m | 14.1x | 10.6x | 0.6x |
| Thu, 12 Oct 2023 | zł5.1b | zł8.9b | zł512.7m | 13x | 9.9x | 0.6x |
| Sat, 09 Sep 2023 | zł5.0b | zł8.6b | zł494.6m | 13x | 10.1x | 0.6x |
| Mon, 07 Aug 2023 | zł5.2b | zł8.5b | zł501.1m | 14.5x | 10.3x | 0.6x |
| Wed, 05 Jul 2023 | zł5.0b | zł8.5b | zł501.1m | 13.9x | 10x | 0.6x |
| Fri, 02 Jun 2023 | zł4.6b | zł8.5b | zł507.4m | 11.9x | 9x | 0.5x |
| Sun, 30 Apr 2023 | zł4.9b | zł8.2b | zł513.5m | 13.7x | 9.5x | 0.6x |
| Tue, 28 Mar 2023 | zł4.5b | zł7.9b | zł488.7m | 12.2x | 9.2x | 0.6x |
| Thu, 23 Feb 2023 | zł2.9b | zł5.1b | zł267.4m | 9.5x | 10.9x | 0.6x |
| Sat, 21 Jan 2023 | zł2.7b | zł5.1b | zł267.5m | 9.3x | 10x | 0.5x |
| Mon, 19 Dec 2022 | zł2.4b | zł5.1b | zł267.5m | 8.6x | 8.9x | 0.5x |
| Wed, 16 Nov 2022 | zł2.3b | zł11.6b | zł2.5b | 7.1x | 0.9x | 0.2x |
| Fri, 14 Oct 2022 | zł2.0b | zł5.2b | zł270.2m | 7.3x | 7.4x | 0.4x |
| Sun, 11 Sep 2022 | zł2.1b | zł5.0b | zł263.2m | 8x | 8x | 0.4x |
| Tue, 09 Aug 2022 | zł2.1b | zł5.0b | zł266.5m | 8x | 8x | 0.4x |
| Thu, 07 Jul 2022 | zł2.3b | zł4.9b | zł239.8m | 8.5x | 9.5x | 0.5x |
| Sat, 04 Jun 2022 | zł2.5b | zł4.9b | zł239.8m | 9.5x | 10.3x | 0.5x |
| Mon, 02 May 2022 | zł2.5b | zł4.8b | zł232.6m | 8.2x | 10.7x | 0.5x |
| Wed, 30 Mar 2022 | zł2.5b | zł4.7b | zł223.3m | 8.2x | 11x | 0.5x |
| Fri, 25 Feb 2022 | zł2.2b | zł4.7b | zł216.8m | 7.8x | 10.1x | 0.5x |
| Sun, 23 Jan 2022 | zł2.6b | zł4.6b | zł210.6m | 8.5x | 12.1x | 0.6x |
| Tue, 21 Dec 2021 | zł2.2b | zł4.5b | zł191.9m | 10.2x | 11.6x | 0.5x |
| Thu, 18 Nov 2021 | zł2.3b | zł4.3b | zł167.7m | 11x | 13.8x | 0.5x |
| Sat, 16 Oct 2021 | zł2.4b | zł4.3b | zł154.3m | 10.7x | 15.3x | 0.6x |
| Mon, 13 Sep 2021 | zł2.3b | zł4.1b | zł74.0m | 13.1x | 31x | 0.6x |
| Wed, 11 Aug 2021 | zł2.3b | zł3.9b | zł51.1m | 13.1x | 45.4x | 0.6x |
| Sun, 06 Jun 2021 | zł2.0b | zł3.7b | zł84.9m | 11.7x | 23x | 0.5x |
Price to Earnings Ratio
23x
Current Industry PE
- Investors are optimistic on the Polish Specialty Retail industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 15.6x which is higher than its 3-year average PE of 13.4x.
- The industry is trading close to its 3-year average PS ratio of 0.54x.
Past Earnings Growth
- The earnings for companies in the Specialty Retail industry have grown 61% per year over the last three years.
- Revenues for these companies have grown 37% 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 | -2.80% | |
| Consumer Discretionary | 1.37% | |
| Specialty Stores | 0.16% | |
| Specialty Stores | 11.34% | |
| Automotive Retail | 1.83% | |
| Home Improvement Retail | 0% | |
| Home Furnishing Retail | 0% | |
| Computer and Electronics Retail | -0.25% | |
| Apparel Retail | -8.30% | |
Industry PE
- Investors are most optimistic about the Specialty Stores industry which is trading above its 3-year average PE ratio of 33.9x.
- 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 Automotive Retail industry, expecting annual earnings growth of 18% over the next 5 years.
- However this is lower than its past earnings growth rate of 27% per year.
- In contrast, the Apparel Retail industry is expected to see its earnings grow by 5.9% 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 | |
|---|---|---|---|---|---|
| OPN Oponeo.pl | zł71.00 | 16.4% +zł134.4m | 59.2% | PE16.4x | |
| DAD Dadelo | zł19.95 | 14.0% +zł28.6m | 33.0% | PE93.7x | |
| IPO Intersport Polska | zł0.92 | 1.1% +zł700.9k | 12.2% | PS0.3x | |
| GMV Gamivo | zł19.05 | 1.3% +zł466.3k | -65.7% | PE4.2x | |
| KOM Komputronik | zł4.57 | 0.9% +zł391.8k | -30.8% | PS0.03x |