Fact based stock research
Polski Koncern Naftowy ORLEN Spolka Akcyjna (WSE:PKN)
PLPKN0000018
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For every stock, we judge its performance against its peers and rank it on a scale of 1 to 100. The higher the rank, the better the stock performs than its peers. And, we do this for six investment strategies:
Value - shows how good of a value the stock is. Green is "inexpensive"; red is "expensive".
Growth - shows a company's growth potential. Green is "high growth" expected; red is "tough times ahead".
Safety - relates to the amount of debt a company has. Green is low debt level; red is high debt level.
Combined Financial - this isn't an average of the first three ranks but rather a consolidated view across several financial indicators. Green = good; red = tread carefully.
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Polski Koncern Naftowy ORLEN Spolka Akcyjna stock research in summary
ANALYSIS: With an Obermatt Combined Rank of 85 (better than 85% 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 95 (better than 95% of alternatives), are safely financed (Safety Rank of 88, which means low debt burdens), but show below-average growth (Growth Rank of 21). ...read more
RECOMMENDATION: A Combined Rank of 85, 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 95) but low growth (Obermatt Growth Rank of 21) while being safely financed (Obermatt Safety Rank of 88), it may be a safer investment because companies with low debt can better withstand times of crises. Yet the good value, better than 95% 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
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360° Viewnew| 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.
14-Nov-2024. Stock data may be delayed. Log in or sign up to get the most recent research.
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Review the performance ranks of the individual metrics that form each investment strategy.
Research History: Polski Koncern Naftowy ORLEN Spolka Akcyjna
| RESEARCH HISTORY | 2021 | 2022 | 2023 | 2024 | ||||
|---|---|---|---|---|---|---|---|---|
| VALUE | ||||||||
| VALUE | 100 |
|
85 |
|
95 |
|
95 |
|
| GROWTH | ||||||||
| GROWTH | 44 |
|
87 |
|
25 |
|
21 |
|
| SAFETY | ||||||||
| SAFETY | 77 |
|
49 |
|
88 |
|
88 |
|
| SENTIMENT | ||||||||
| SENTIMENT | n/a |
|
59 |
|
31 |
|
new |
|
| 360° VIEW | ||||||||
| 360° VIEW | n/a |
|
87 |
|
76 |
|
new |
|
Combined financial peformance in Detail
ANALYSIS: With an Obermatt Combined Rank of 85 (better than 85% 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 95 (better than 95% of alternatives), are safely financed (Safety Rank of 88, which means low debt burdens), but show below-average growth (Growth Rank of 21). ...read more
RECOMMENDATION: A Combined Rank of 85, 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 95) but low growth (Obermatt Growth Rank of 21) while being safely financed (Obermatt Safety Rank of 88), it may be a safer investment because companies with low debt can better withstand times of crises. Yet the good value, better than 95% 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
| RESEARCH HISTORY | 2021 | 2022 | 2023 | 2024 | ||||
|---|---|---|---|---|---|---|---|---|
| VALUE | ||||||||
| VALUE | 100 |
|
85 |
|
95 |
|
95 |
|
| GROWTH | ||||||||
| GROWTH | 44 |
|
87 |
|
25 |
|
21 |
|
| SAFETY | ||||||||
| SAFETY | 77 |
|
49 |
|
88 |
|
88 |
|
| COMBINED | ||||||||
| COMBINED | 92 |
|
90 |
|
86 |
|
85 |
|
Value Metrics in Detail
ANALYSIS: With an Obermatt Value Rank of 95 (better than 95% 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 85 which means that the stock price compared with what market professionals expect for future sales is lower than for 85% 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 76% 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 84% of all competitors (a Dividend Yield rank of 84). ...read more
RECOMMENDATION: The overall picture with a consolidated Value Rank of 95, 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 |
|
85 |
|
| PRICE VS. PROFITS (P/E) | ||||||||
| PRICE VS. PROFITS (P/E) | 88 |
|
60 |
|
75 |
|
76 |
|
| PRICE VS. CAPITAL (Market-to-Book) | ||||||||
| PRICE VS. CAPITAL (Market-to-Book) | 94 |
|
63 |
|
89 |
|
86 |
|
| DIVIDEND YIELD | ||||||||
| DIVIDEND YIELD | 45 |
|
67 |
|
84 |
|
84 |
|
| CONSOLIDATED RANK: VALUE | ||||||||
| CONSOLIDATED RANK: VALUE | 100 |
|
85 |
|
95 |
|
95 |
|
Growth Metrics in Detail
ANALYSIS: With an Obermatt Growth Rank of 21 (better than 21% 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 56, which means that currently professionals expect the company to grow its invested capital more than 8% of its competitors. The other three indicators are pointing South: Sales Growth has a rank of 24 which means that currently professionals expect the company to grow less than 76% of its competitors. Profit Growth with a rank of 8 and Stock Returns with a rank of 39 are also low (below 61% of alternative investments). ...read more
RECOMMENDATION: The overall picture with a consolidated Growth Rank of 21, 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 |
|
24 |
|
| PROFIT GROWTH | ||||||||
| PROFIT GROWTH | 31 |
|
62 |
|
29 |
|
8 |
|
| CAPITAL GROWTH | ||||||||
| CAPITAL GROWTH | n/a |
|
66 |
|
66 |
|
56 |
|
| STOCK RETURNS | ||||||||
| STOCK RETURNS | 65 |
|
79 |
|
55 |
|
39 |
|
| CONSOLIDATED RANK: GROWTH | ||||||||
| CONSOLIDATED RANK: GROWTH | 44 |
|
87 |
|
25 |
|
21 |
|
Safety Metrics in Detail
ANALYSIS: With an Obermatt Safety Rank of 88 (better than 88% 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, with two out of three indicators above average for Polski Koncern Naftowy ORLEN Spolka Akcyjna. Leverage is at a rank of 83, meaning the company has a below-average debt-to-equity ratio. It has less debt than 83% of its competitors. Liquidity is also good at a rank of 94, meaning the company generates more profit to service its debt than 94% of its competitors. This indicates that the company is on the safer side when it comes to debt service. But Refinancing is lower at a rank of 46, which means that the portion of the debt that is about to be refinanced is above-average. It has more debt in the refinancing stage than 54% of its competitors. ...read more
RECOMMENDATION: With a consolidated Safety Rank of 88 (better than 88% compared with alternatives), Polski Koncern Naftowy ORLEN Spolka Akcyjna has a financing structure that is significantly safer than that of its competitors. The refinancing issues could be a short-term problem, especially if the company has reputation issues. Banks and investors don't like to refinance debt if there are clouds on the horizon. For this reason, investors should look at the refinancing environment for Polski Koncern Naftowy ORLEN Spolka Akcyjna. Does it look safe that debt that is coming due can be covered with new debt? If that is the case, then the financing situation of the company is on the safer side. If not, it may be better to wait until refinancing has been completed and the Refinancing rank is good again. Investors may have a short-term debt challenge with Polski Koncern Naftowy ORLEN Spolka Akcyjna and 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 |
|
46 |
|
| LIQUIDITY | ||||||||
| LIQUIDITY | 72 |
|
28 |
|
78 |
|
94 |
|
| CONSOLIDATED RANK: SAFETY | ||||||||
| CONSOLIDATED RANK: SAFETY | 77 |
|
49 |
|
88 |
|
88 |
|
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 |
|
Free stock analysis by the purely fact based Obermatt Method for Polski Koncern Naftowy ORLEN Spolka Akcyjna from November 14, 2024.
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