Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
SEL.WA
Strong BuyFull HouseFLAGSelena FM S.A. · Basic Materials · Poland · $317M · Avg Vol: $161K/d
While the stock scores well across the three required legs, it lacks the confirmatory regulatory or consensus-revision signals to push it past the screen-pass threshold for approval.
COMPANY DESCRIPTION
Selena FM S.A. is a global manufacturer and distributor of construction chemicals, including polyurethane foams, sealants, adhesives, and waterproofing systems. Operating under well-known brands like Tytan, the company distributes its products to over 100 countries, supported by manufacturing plants in Europe, Asia, and the Americas. Its competitive moat lies in its strong global distribution network, continuous R&D innovation, and leadership in the polyurethane foam segment.
FINANCIAL SUMMARY (PLN)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 2.0B | 1.8B | 1.8B | 1.8B | -2.9% | 1.8B | 2.0B | 2.2B | 9.4% |
| EPS (PLN) | 4.91 | 2.32 | 3.97 | 5.32 | 2.7% | 5.43 | — | — | — |
| Shares | 21.6M | 21.6M | 21.6M | 21.6M | 0.0% | 21.6M | — | — | — |
| Debt | 134.5M | 236.0M | 239.0M | 200.1M | 14.2% | 210.1M | — | — | — |
| Equity | 715.1M | 697.9M | 735.5M | 774.2M | 2.7% | — | — | — | — |
| Op CF | 189.8M | 83.6M | 186.8M | 199.3M | 1.6% | 211.3M | — | — | — |
| Inv CF | -37.8M | -117.1M | -114.4M | -63.7M | — | — | — | — | — |
| Fin CF | -90.5M | 7.4M | -59.5M | -119.8M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of SEL.WA are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| SEL.WA | Selena FM S.A.(you) | $317M | 98 | Strong Buy |
| SKA.WA | Fabryka Farb i Lakierów Sniezka SA | $288M | 95 | Strong Buy |
| PCX.WA | PCC Exol S.A. | $93M | 88 | Strong Buy |
| PCR.WA | PCC Rokita SA | $358M | 93 | Strong Buy |
| BOW.WA | Bowim S.A. | $35M | 97 | Strong Buy |
| ZAP.WA | Zaklady Azotowe Pulawy S.A. | $247M | 56 | Hold |
| STP.WA | Stalprodukt S.A. | $303M | 50 | Hold |
| IZS.WA | Izostal S.A. | $28M | 97 | Strong Buy |
| KTY.WA | Grupa Kety S.A. | $3.3B | 87 | Strong Buy |
| ATT.WA | Grupa Azoty S.A. | $613M | 49 | Hold |
Peer medians: ROE 9.1% · P/E 9.8x · Gross margin 17.4%