9 Tweets 6 reads Mar 12, 2024
Poland has one of the cheapest stock markets in the world among developed countries. πŸ‡΅πŸ‡±
Here are 8 High-Quality Polish companies trading below 25x EV/EBIT:
1.) Dino Polska $DNP
Operates a chain of mid-sized supermarket stores across Poland. Has increased its store count 10-fold over the last decade.
10-yr Total Return: 1,047%
Market Cap: $10.5 billion
10-yr EPS CAGR: 41.6%
EV/EBIT: 22x
2.) Benefit Systems S.A. $BFT
Provides fitness and active lifestyle employee benefit programs. Its flagship product is the MultiSport program which gives access to ~4,900 fitness facilities.
10-yr Total Return: 760%
Market Cap: $1.8 billion
10-yr EPS CAGR: 27.8%
EV/EBIT: 17x
3.) CD Projekt S.A. $CDR
CD Projekt is a collection of 3 studios that develop, publish, & distribute video games.
Their 2 largest videogame franchises are Witcher and Cyberpunk.
10-yr Total Return: 738%
Market Cap: $2.98 billion
10-yr EPS CAGR: 34.3%
EV/EBIT: 24x
4.) Asseco South Eastern Europe S.A. $ASE
ASEE is one of the largest IT providers of banking & payments solutions in South Eastern Europe. ASEE sells their own software & 3rd party solutions.
10-yr Total Return: 734%
Market Cap: $642 million
10-yr EPS CAGR: 18.8%
EV/EBIT: 10x
5.) Text S.A. $TXT
Sells ChatBot software to ~38k businesses globally. Its most popular solution (LiveChat) lets business owners easily chat with their website visitors.
10-yr Total Return: 600%
Market Cap: $586 million
10-yr EPS CAGR: 40.7%
EV/EBIT: 11x
6.) Rainbow Tours S.A. $RBW
Rainbow Tours is a travel agent and tour operator across 6 different Eastern European countries.
10-yr Total Return: 487%
Market Cap: $287 million
10-yr EPS CAGR: 28.1%
EV/EBIT: 4x
7.) Oponeo S.A. $OPN
Oponeo is a leader in the online sales of tires and rims for cars, trucks, and motorcycles throughout multiple European countries.
10-yr Total Return: 482%
Market Cap: $185 million
10-yr EPS CAGR: 35%
EV/EBT: 19x
8.) Gielda PapierΓ³w Wartosciowych w Warszawie S.A. $GPW
Operates Poland's leading financial exchanges (equities, bonds, commodities, etc). Free cash flow positive for each of the last 20 years.
10-yr Total Return: 114%
Market Cap: $476 million
10-yr EPS CAGR: 3.5%
EV/EBIT: 9x

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