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Employees: 402
Size Atal (1AT.WA) is a Poland Consumer Discretionary company (Homebuilding) with a market value of $668M, the 52nd largest of 83 Poland companies the cockpit tracks. Shares closed at PLN 60.50 on 6 Nov 2026.
Performance Over six months the shares fell 5.0%, against -10.0% for the median peer and +14.3% for the Poland market (cap-weighted) — 8th highest of 21 in its peer set.
Growth Revenue grew 39.6% over the last twelve months (peer median +5.6%); the operating margin is 26.1% (peer median 5.8%).
Valuation It trades at 5.7× forward earnings against a peer median of 14.1× (cheapest of 12).
Price implies For today's price to make sense, revenue must grow about -4% a year for seven years (Req g). Recent delivered growth is +2%, so the hurdle is -6 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 2.8 points above its cost of capital (7.3% WACC).
Next results Next results expected around 2 Dec 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | PLN 1.66B | PLN 1.28B | PLN 1.49B | PLN 1.50B | PLN 1.66B |
| Revenue growth | — | -14% | -1% | -9% | — |
| Gross profit | PLN 511M | PLN 383M | PLN 389M | PLN 452M | PLN 473M |
| EBITDA | PLN 437M | PLN 325M | PLN 329M | PLN 403M | PLN 434M |
| Net income | PLN 328M | PLN 223M | PLN 295M | PLN 341M | PLN 368M |
| Free cash flow | PLN 17.6M | -PLN 726M | -PLN 490M | PLN 76.8M | PLN 210M |
| Capital expenditure | PLN 1.21M | PLN 1.31M | PLN 2.45M | PLN 2.54M | PLN 1.87M |
| Total debt | PLN 2.26B | PLN 2.07B | PLN 1.07B | PLN 794M | PLN 790M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 1AT.WA | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -0.5% | -0.4% | 10th lowest of 21 |
| 6-month return | -5.0% | -10.0% | 8th highest of 21 |
| Distance from 52-week high | -7.3% | -30.6% | 3rd highest of 21 |
| Revenue growth (TTM) | +39.6% | +5.6% | 6th highest of 20 |
| Operating margin | 26.1% | 5.8% | 2nd highest of 20 |
| Forward P/E | 5.7× | 14.1× | cheapest of 12 |
| Growth the price implies (Req g, 7 yrs) | -3.9% | -8.0% | 7th most demanding of 16 |
| Growth delivered (Del g) | +1.8% | +3.8% | 8th lowest of 16 |
| Hurdle (Req g minus delivered) | -5.7 pp | -8.8 pp | 8th most demanding of 16 |
| ROIC minus cost of capital | +2.8 pp | +1.0 pp | 10th highest of 21 |
| EV / EBITDA | 10.0× | 6.6× | 3rd most expensive of 9 |
| Net debt / EBITDA | 4.0× | 1.3× | 3rd most indebted of 11 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Atal 1AT.WA | Poland | $668M | -5% | +40% | 26% | 5.7× | -3.9% | +1.8% |
| Legacy Housing LEGH | United States | $694M | +25% | -3% | 33% | 14.1× | 3.5% | -1.4% |
| Shenzhen Centralcon Investment 000042.SZ | China | $637M | -34% | +116% | 14% | n/a | -14.2% | -24.7% |
| Cathay Real Estate Development 2501.TW | Taiwan | $719M | -9% | +14% | 19% | 6.8× | -20.7% | +11.7% |
| Kindom Development 2520.TW | Taiwan | $600M | +15% | +10% | 16% | 7.0× | -13.2% | -3.5% |
| Hovnanian Enterprises HOV | United States | $594M | -6% | -10% | 3% | 25.4× | 4.8% | +4.9% |
| Takamatsu Construction 1762.T | Japan | $769M | +16% | +6% | 6% | 9.5× | n/a | n/a |
| Chongqing Construction Engineering 600939.SS | China | $773M | -11% | -28% | -4% | n/a | -7.9% | -16.8% |
| Tokyu Construction 1720.T | Japan | $774M | -21% | +11% | 5% | 9.3× | -13.6% | +8.1% |
| Run Long Construction 1808.TW | Taiwan | $844M | +10% | +741% | 25% | n/a | -12.0% | -3.2% |
| China Wuyi 000797.SZ | China | $517M | -24% | +78% | -5% | n/a | -8.0% | +4.2% |
| Shanghai Tongji Science & Technology Industrial 600846.SS | China | $870M | -27% | +51% | 3% | n/a | 7.8% | -6.8% |
| Dexterra DXT.TO | Canada | $876M | +59% | +9% | 6% | 24.0× | 5.1% | +17.2% |
| Smith Douglas Homes SDHC | United States | $499M | -25% | 0% | 3% | 60.2× | n/a | n/a |
| GC Construction 1489.HK | Hong Kong | $495M | +646% | -51% | -23% | n/a | 30.4% | -10.0% |
| Tama Home 1419.T | Japan | $486M | -26% | +2% | 2% | 20.5× | n/a | n/a |
| Hangzhou Landscaping 605303.SS | China | $484M | -17% | -34% | -27% | n/a | n/a | n/a |
| Huaku Development 2548.TW | Taiwan | $928M | -21% | +331% | 22% | 19.9× | -18.6% | +10.0% |
| Nagawa 9663.T | Japan | $475M | -8% | +3% | 13% | n/a | 4.9% | +3.8% |
| BOXABL BXBL | United States | $466M | -81% | n/a | n/a | n/a | n/a | n/a |
| Mears MER.L | United Kingdom | $455M | +9% | +2% | 6% | 9.7× | -10.5% | +7.1% |