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Polski Koncern Naftowy ORLEN Spolka Akcyjna (WSE:PKN)

PLPKN0000018

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Growth - shows a company's growth potential. Green is "high growth" expected; red is "tough times ahead".

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Polski Koncern Naftowy ORLEN Spolka Akcyjna stock research in summary

orlen.pl

ANALYSIS: With an Obermatt Combined Rank of 86 (better than 86% compared with investment alternatives), Polski Koncern Naftowy ORLEN Spolka Akcyjna (Oil & Gas Refining, Poland) shares have much better financial characteristics than comparable stocks. Shares of Polski Koncern Naftowy ORLEN Spolka Akcyjna are a good value (attractively priced) with a consolidated Value Rank of 97 (better than 97% of alternatives), are safely financed (Safety Rank of 96, which means low debt burdens), but show below-average growth (Growth Rank of 7). ...read more

RECOMMENDATION: A Combined Rank of 86, is a strong buy recommendation based on Polski Koncern Naftowy ORLEN Spolka Akcyjna's financial characteristics. As the company Polski Koncern Naftowy ORLEN Spolka Akcyjna's key financial metrics exhibit good value (Obermatt Value Rank of 97) but low growth (Obermatt Growth Rank of 7) while being safely financed (Obermatt Safety Rank of 96), it may be a safer investment because companies with low debt can better withstand times of crises. Yet the good value, better than 97% of comparable companies, may also indicate that the company's future is challenging. If you believe that low growth is temporary or just due to a specific current event, you may conclude that the good value of the stock provides an attractive investment opportunity and the downside is limited due to below-average financing risks. Obermatt Premium subscribers can further check the stock’s Sentiment Ranks, which also flow into the Obermatt 360° View for investors. ...read more

Latest Obermatt Ranks


360° View^new
Sentiment Rank^new
Value Rank	97
Growth Rank	7
Safety Rank	96
Combined Rank	86

Country	Poland
Industry	Oil & Gas Refining
Index	Low Emissions, Diversity Europe, Sound Pay Europe, WIG 20
Size class	XX-Large

This stock has achievements: Top 10 Stock.

26-Dec-2024. Stock data may be delayed. Log in or sign up to get the most recent research.

Further information

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Research History: Polski Koncern Naftowy ORLEN Spolka Akcyjna

RESEARCH HISTORY	2021	2022	2023	2024
VALUE
VALUE	100	85	95	97
GROWTH
GROWTH	44	87	25	7
SAFETY
SAFETY	77	49	88	96
SENTIMENT
SENTIMENT	n/a	59	31	^new
360° VIEW
360° VIEW	n/a	87	76	^new

Most recent update of the stock research: 26-Dec-2024. Financial reporting date used for calculating ranks: 30-Sep-2024. Stock research history is based on the Obermatt Method. The higher the rank, the better Polski Koncern Naftowy ORLEN Spolka Akcyjna is in the corresponding investment strategy.
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Combined financial peformance in Detail

RESEARCH HISTORY	2021	2022	2023	2024
VALUE
VALUE	100	85	95	97
GROWTH
GROWTH	44	87	25	7
SAFETY
SAFETY	77	49	88	96
COMBINED
COMBINED	92	90	86	86

Last update of combined financial performance: 26-Dec-2024. Stock analysis on combined financial performance: The higher the rank of Polski Koncern Naftowy ORLEN Spolka Akcyjna the better the performance.

Value Metrics in Detail

ANALYSIS: With an Obermatt Value Rank of 97 (better than 97% compared with alternatives) for 2024, Polski Koncern Naftowy ORLEN Spolka Akcyjna shares are significantly less expensive than comparable stocks. The Value Rank is based on consolidating four value indicators that are all above average for Polski Koncern Naftowy ORLEN Spolka Akcyjna. Price-to-Sales is 89 which means that the stock price compared with what market professionals expect for future sales is lower than for 89% of comparable companies, indicating a good value for Polski Koncern Naftowy ORLEN Spolka Akcyjna's revenue size. The same is valid for expected Price-to-Profits, more favorable than for 83% of alternatives, and this is also true for the Price-to-Book capital ratio (also referred to as market-to-book ratio) with a Price-to-Capital Rank of 86. Compared with other companies in the same industry, dividend yields of Polski Koncern Naftowy ORLEN Spolka Akcyjna are expected to be higher than for 89% of all competitors (a Dividend Yield rank of 89). ...read more

RECOMMENDATION: The overall picture with a consolidated Value Rank of 97, is a buy recommendation based on Polski Koncern Naftowy ORLEN Spolka Akcyjna's stock price compared with the company's operational size and dividend yields. Since all value metrics are above the industry average, there is no objection to investing in Polski Koncern Naftowy ORLEN Spolka Akcyjna based on its detailed value metrics. We recommend further analyzing the stock with Obermatt’s Value, Safety, and Sentiment Ranks, including the 360° View, before making an investment decision. ...read more

VALUE METRICS	2021	2022	2023	2024
PRICE VS. REVENUES (P/S)
PRICE VS. REVENUES (P/S)	95	85	83	89
PRICE VS. PROFITS (P/E)
PRICE VS. PROFITS (P/E)	88	60	75	83
PRICE VS. CAPITAL (Market-to-Book)
PRICE VS. CAPITAL (Market-to-Book)	94	63	89	86
DIVIDEND YIELD
DIVIDEND YIELD	45	67	84	89
CONSOLIDATED RANK: VALUE
CONSOLIDATED RANK: VALUE	100	85	95	97

Last update of Value Rank: 26-Dec-2024. Stock analysis on value ratios: The higher the rank, the lower the value ratio of Polski Koncern Naftowy ORLEN Spolka Akcyjna; except for dividend yield where the rank is higher, the higher the yield.

Growth Metrics in Detail

ANALYSIS: With an Obermatt Growth Rank of 7 (better than 7% compared with alternatives), Polski Koncern Naftowy ORLEN Spolka Akcyjna shows one of the most restricted growth dynamics in its industry. There is little momentum in this company. The Growth Rank is based on consolidating four value indicators, with three out of four indicators below average for Polski Koncern Naftowy ORLEN Spolka Akcyjna. Only Capital Growth has a good rank of 54, which means that currently professionals expect the company to grow its invested capital more than 6% of its competitors. The other three indicators are pointing South: Sales Growth has a rank of 26 which means that currently professionals expect the company to grow less than 74% of its competitors. Profit Growth with a rank of 6 and Stock Returns with a rank of 33 are also low (below 67% of alternative investments). ...read more

RECOMMENDATION: The overall picture with a consolidated Growth Rank of 7, is a sell recommendation for growth and momentum investors. The good news from the invested capital side is surprising. A company with disappointing revenues, profits, and disappointed shareholders typically doesn't invest above average. Overall, the growth momentum for Polski Koncern Naftowy ORLEN Spolka Akcyjna is thus negative. As it is intriguing to see that company executives are optimistic about their investment policy, it is worthwhile looking into the details of the capital investment projects. They may indicate future growth and profits and thus if accompanied by a good value, a sign of good timing to invest in the stock. While momentum is a popular investment factor, the value aspect might be the more important one, in the longer term. We recommend analyzing the stock with Obermatt’s Value, Safety, and Sentiment Ranks to arrive at a 360° View of the stock purchase case, especially since the growth performance is limited here. ...read more

GROWTH METRICS	2021	2022	2023	2024
REVENUE GROWTH
REVENUE GROWTH	44	70	4	26
PROFIT GROWTH
PROFIT GROWTH	31	62	29	6
CAPITAL GROWTH
CAPITAL GROWTH	n/a	66	66	54
STOCK RETURNS
STOCK RETURNS	65	79	55	33
CONSOLIDATED RANK: GROWTH
CONSOLIDATED RANK: GROWTH	44	87	25	7

Last update of Growth Rank: 26-Dec-2024. Stock analysis on growth metrics: The higher the rank, the higher the growth and returns of Polski Koncern Naftowy ORLEN Spolka Akcyjna.

Safety Metrics in Detail

ANALYSIS: With an Obermatt Safety Rank of 96 (better than 96% compared with alternatives) for 2024, the company Polski Koncern Naftowy ORLEN Spolka Akcyjna has safe financing practices, which means that their overall debt burden is low. This doesn't mean that the business of Polski Koncern Naftowy ORLEN Spolka Akcyjna is safe, it only means that the company is on the safer side regarding possible bankruptcy, assuming that public reporting is correct. The Safety Rank is based on consolidating three financing indicators, where all three are above average for Polski Koncern Naftowy ORLEN Spolka Akcyjna. Leverage is at 83, meaning the company has a below-average debt-to-equity ratio. It has less debt than 83% of its competitors. Refinancing is at a rank of 63, meaning that the portion of the debt about to be refinanced is below average. It has less debt in the refinancing stage than 63% of its competitors. Finally, Liquidity is also good at a rank of 94, which means that the company generates more profit to service its debt than 94% of its competitors. ...read more

RECOMMENDATION: With a consolidated Safety Rank of 96 (better than 96% compared with alternatives), Polski Koncern Naftowy ORLEN Spolka Akcyjna has a financing structure that is significantly safer than that of its competitors. These three positive financing indicators signal that the company is less likely to default on its debt obligations. However, it also means that its shareholder returns will be more modest if things go well. A low safety means fewer troubles in downtimes and less upside in good times. Investors may not have a debt issue with Polski Koncern Naftowy ORLEN Spolka Akcyjna but they should also compare Obermatt’s Value, Growth, and Sentiment Ranks before making a decision. ...read more

SAFETY METRICS	2021	2022	2023	2024
LEVERAGE
LEVERAGE	41	74	78	83
REFINANCING
REFINANCING	84	53	65	63
LIQUIDITY
LIQUIDITY	72	28	78	94
CONSOLIDATED RANK: SAFETY
CONSOLIDATED RANK: SAFETY	77	49	88	96

Last update of Safety Rank: 26-Dec-2024. Stock analysis on safety metrics: The higher the rank, the lower the leverage of Polski Koncern Naftowy ORLEN Spolka Akcyjna and the more cash is available to service its debt.

Sentiment Metrics in Detail

SENTIMENT	2021	2022	2023	2024
ANALYST OPINIONS
ANALYST OPINIONS	n/a	34	12	^new
OPINIONS CHANGE
OPINIONS CHANGE	n/a	50	25	^new
PRO HOLDINGS
PRO HOLDINGS	n/a	38	63	^new
MARKET PULSE
MARKET PULSE	n/a	76	74	^new
CONSOLIDATED RANK: SENTIMENT
CONSOLIDATED RANK: SENTIMENT	n/a	59	31	^new

Last update of Sentiment Rank: 26-Dec-2024. Stock analysis on sentiment metrics: The higher the rank, the more positive the sentiment for Polski Koncern Naftowy ORLEN Spolka Akcyjna.
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