Header cover image

Polish (WIG) Asset Management Industry Analysis

UpdatedMay 16, 2024
DataAggregated Company Financials
Companies23
  • 7D0.8%
  • 3M6.5%
  • 1Y14.7%
  • YTDn/a

Over the last 7 days, the Asset Management industry has risen 2.2%, driven by gains from MCI Capital Alternatywna Spólka Inwestycyjna of 1.1%. Meanwhile, Polska Grupa Militarna Spólka Akcyjna actually underperformed within the industry, shrinking 10% in the last week. This takes the industry's 12 month performance to a gain of 13%.

Industry Valuation and Performance

Has the Polish Asset Management Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 16 May 2024zł2.6bzł615.5mzł317.2m6.5x8.2x4.2x
Sat, 13 Apr 2024zł2.7bzł597.2mzł294.0m9.9x9x4.5x
Mon, 11 Mar 2024zł2.5bzł717.0mzł381.9m14.3x6.6x3.5x
Wed, 07 Feb 2024zł2.6bzł388.2mzł102.6m30.5x25.3x6.7x
Fri, 05 Jan 2024zł2.9bzł407.3mzł115.6m24.5x25.2x7.2x
Sun, 03 Dec 2023zł2.6bzł420.1mzł115.4m25.1x22.7x6.2x
Tue, 31 Oct 2023zł2.6bzł421.7mzł91.2m22.3x28.2x6.1x
Thu, 28 Sep 2023zł2.6bzł406.8mzł27.1m25.5x95.1x6.3x
Sat, 26 Aug 2023zł2.8bzł408.0mzł21.7m24x129.1x6.9x
Mon, 24 Jul 2023zł2.9bzł424.3mzł30.5m30.3x95.5x6.9x
Wed, 21 Jun 2023zł2.8bzł424.9mzł32.4m27.5x86.1x6.6x
Fri, 19 May 2023zł2.6bzł477.1mzł41.0m23.5x64.5x5.5x
Sun, 16 Apr 2023zł2.7bzł522.9mzł74.7m17.1x35.6x5.1x
Tue, 14 Mar 2023zł2.6bzł545.6mzł85.1m17.4x30.8x4.8x
Thu, 09 Feb 2023zł2.7bzł573.1mzł80.1m19.5x33.3x4.7x
Sat, 07 Jan 2023zł2.7bzł573.1mzł77.1m18.4x34.7x4.7x
Mon, 05 Dec 2022zł2.6bzł612.1mzł104.5m17.6x25x4.3x
Wed, 02 Nov 2022zł2.6bzł589.3mzł92.1m11.4x27.7x4.3x
Fri, 30 Sep 2022zł2.6bzł584.4mzł95.2m11.6x27.3x4.4x
Sun, 28 Aug 2022zł2.6bzł837.3mzł431.0m22.8x6.1x3.1x
Tue, 26 Jul 2022zł2.7bzł1.1bzł671.0m19.4x4x2.5x
Thu, 23 Jun 2022zł2.8bzł1.1bzł671.3m22.3x4.2x2.6x
Sat, 21 May 2022zł2.9bzł1.1bzł663.2m23.8x4.4x2.7x
Mon, 18 Apr 2022zł2.9bzł966.6mzł661.6m15.1x4.3x3x
Wed, 16 Mar 2022zł2.7bzł980.5mzł625.8m13x4.2x2.7x
Fri, 11 Feb 2022zł2.9bzł1.0bzł483.1m14.6x6.1x2.9x
Sun, 09 Jan 2022zł3.1bzł1.0bzł637.0m16x4.8x3.1x
Tue, 07 Dec 2021zł3.0bzł1.0bzł637.3m14x4.7x3x
Thu, 04 Nov 2021zł3.3bzł1.0bzł604.8m12.5x5.4x3.2x
Sat, 02 Oct 2021zł3.2bzł1.0bzł613.9m6.5x5.2x3.2x
Mon, 30 Aug 2021zł3.2bzł731.8mzł200.6m8.3x15.8x4.3x
Tue, 06 Jul 2021zł3.2bzł731.8mzł200.6m11.9x15.7x4.3x
Price to Earnings Ratio

14.6x


Total Market Cap: zł3.1bTotal Earnings: zł212.5mTotal Revenue: zł913.8mTotal Market Cap vs Earnings and Revenue0%0%0%
Polish Asset Management Industry Price to Earnings3Y Average 40.8x202220232024
Current Industry PE
  • Investors are pessimistic on the Polish Asset Management and Custody Banks industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 8.3x which is lower than its 3-year average PE of 40.8x.
  • The 3-year average PS ratio of 12.9x is higher than the industry's current PS ratio of 4.3x.
Past Earnings Growth
  • The earnings for companies in the Asset Management and Custody Banks industry have grown 14% per year over the last three years.
  • Meanwhile revenues for these companies have declined 12% per year.
  • This means that less sales are being generated overall, but since cost of doing business is lower, profits have been increasing.

Industry Comparison

How does Polish Asset Management compare with similar industries?

PL Market0.23%
Financials-4.18%
Capital Markets4.48%
Asset Management0.79%
Investment Banking and Brokerage6.12%
Financial Exchanges and Data2.15%
Diversified Capital Markets0%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
MCI MCI Capital Alternatywna Spólka Inwestycyjnazł27.401.1%
+zł15.7m		30.5%PE8.7x
ALI Altuszł3.1710.5%
+zł12.3m		94.5%PE12.3x
QRS Quercus TFIzł6.762.7%
+zł9.9m		84.2%PE10.9x
SHG Starhedgezł0.4010.6%
+zł4.1m		2.1%n/a
ARI Agencja Rozwoju Innowacji Spólka Akcyjnazł0.3011.1%
+zł727.7k		-14.3%PE188.8x
Simply Wall St™
Simply Wall Street Pty Ltd
Level 7, 320 Pitt Street, Sydney
Download on the App StoreGet it on Google Play
Popular Markets
USAUUKINCAZA
About UsCareersPlansLogin
Help CenterLatest CoveragePodcastsAffiliate ProgramBusiness & Enterprise
Financial Services GuideTerms and ConditionsPrivacy Policy
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.

Latest News

ALI

zł3.17

Altus

7D

10.5%

1Y

94.5%

SHG

zł0.40

Starhedge

7D

10.6%

1Y

2.1%

BBD

zł4.17

BBI Development

7D

-5.7%

1Y

-13.3%

06N

zł3.29

Magna Polonia

7D

1.2%

1Y

-5.2%

MCI

zł27.40

MCI Capital Alternatywna Spólka Inwestycyjna

7D

1.1%

1Y

30.5%

QRS

zł6.76

Quercus TFI

7D

2.7%

1Y

84.2%

SKH

zł21.00

Skarbiec Holding

7D

-2.3%

1Y

9.7%

LUD

zł0.24

Ludus

7D

-15.5%

1Y

-47.3%

CAI

zł5.20

Carlson Investments

7D

-8.6%

1Y

-83.3%

SHD

zł0.41

Soho Development

7D

-3.3%

1Y

-47.6%

ARI

zł0.30

Agencja Rozwoju Innowacji Spólka Akcyjna

7D

11.1%

1Y

-14.3%

BPC

zł0.21

Black Pearl

7D

-2.8%

1Y

-7.9%

PMG

zł3.87

Polska Grupa Militarna Spólka Akcyjna

7D

-10.2%

1Y

233.6%

ERA

zł0.18

Erato Energy

7D

-2.7%

1Y

-28.4%

NXG

zł2.53

Nexity Global

7D

2.0%

1Y

-15.1%