Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
PXM.WA
HOLDREMOVEPolimex-Mostostal S.A. · Industrials · Poland · $551M · Avg Vol: $2M/d
Polimex-Mostostal is a Polish engineering and construction firm. While infrastructure spending is robust, construction companies with fixed-price contracts are highly vulnerable to rising industrial commodity inputs, making this a structural casualty of the commodity supercycle.
COMPANY DESCRIPTION
Polimex-Mostostal S.A. is a prominent Polish engineering and construction company specializing in large-scale infrastructure, power generation, and industrial projects. The company serves as a critical general contractor for Poland's energy transition and industrial modernization initiatives. Its competitive moat is defined by its specialized technical capabilities, extensive reference list, and strong relationships with state-owned enterprises.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | CAGR |
|---|---|---|---|---|---|
| Revenue | 635M | 1.0B | 831M | 787M | 7.4% |
| EPS | 0.10 | 0.15 | -0.14 | -0.39 | 46.1% |
| Shares | 237M | 240M | 242M | 248M | +4.8% |
| Debt | 64M | 65M | 60M | 42M | -13.3% |
| Equity | 248M | 286M | 257M | 162M | -13.2% |
| Op CF | 150M | 32M | -102M | 73M | -21.5% |
| Inv CF | -3M | -2M | -10M | 795,202 | — |
| Fin CF | -6M | -12M | -14M | -29M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of PXM.WA are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| PXM.WA | Polimex-Mostostal S.A.(you) | $551M | 55 | HOLD |
| MRB.WA | Mirbud S.A. | $340M | 43 | HOLD |
| TRK.WA | Trakcja S.A. | $456M | 73 | BUY |
| TOR.WA | Torpol S.A. | $453M | 94 | STRONG BUY |
| DEK.WA | Dekpol S.A. | $158M | 77 | BUY |
| OND.WA | Onde S.A. | $129M | 35 | HOLD |
| EQU.WA | Equnico SE | $101M | 39 | HOLD |
| MSZ.WA | Mostostal Zabrze S.A. | $126M | 84 | STRONG BUY |
| UNI.WA | UNIBEP S.A. | $127M | 86 | STRONG BUY |
| BDX.WA | Budimex SA | $4.9B | 72 | BUY |
Peer medians: ROE 7.3% · P/E 12.0x · Gross margin 17.1%