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Employees: 44,170
Size AmRest (EAT.WA) is a Poland Consumer Discretionary company (Restaurants) with a market value of $529M, the 59th largest of 83 Poland companies the cockpit tracks. Shares closed at PLN 9.59 on 6 Nov 2026.
Performance Over six months the shares fell 4.9%, against +7.8% for the median peer and +14.3% for the Poland market (cap-weighted) — 9th lowest of 21 in its peer set.
Growth Revenue fell 2.7% over the last twelve months (peer median +7.1%); the operating margin is 3.5% (peer median 6.1%).
Valuation It trades at 22.9× forward earnings against a peer median of 14.7× (6th most expensive of 16).
Price implies For today's price to make sense, revenue must grow about 5% a year for seven years (Req g). Recent delivered growth is +10%, so the hurdle is -5 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 3.1 points below its cost of capital (7.1% WACC).
Next results Next results expected around 11 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | PLN 10.7B | PLN 10.8B | PLN 11.0B | PLN 11.0B | PLN 9.97B |
| Revenue growth | — | -1% | 0% | +11% | — |
| Gross profit | PLN 1.15B | PLN 1.26B | PLN 1.39B | PLN 1.40B | PLN 1.09B |
| EBITDA | PLN 1.60B | PLN 1.67B | PLN 1.74B | PLN 1.66B | PLN 1.45B |
| Net income | PLN 19.5M | PLN 68.2M | PLN 36.6M | PLN 188M | PLN 6.09M |
| Free cash flow | PLN 1.02B | PLN 800M | PLN 651M | PLN 680M | PLN 1.00B |
| Capital expenditure | PLN 583M | PLN 691M | PLN 929M | PLN 895M | PLN 647M |
| Total debt | PLN 6.93B | PLN 6.85B | PLN 6.79B | PLN 6.56B | PLN 7.17B |
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 | EAT.WA | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +0.1% | +10.3% | 4th lowest of 21 |
| 6-month return | -4.9% | +7.8% | 9th lowest of 21 |
| Distance from 52-week high | -35.1% | -11.9% | 7th lowest of 21 |
| Revenue growth (TTM) | -2.7% | +7.1% | 4th lowest of 21 |
| Operating margin | 3.5% | 6.1% | 6th lowest of 21 |
| Forward P/E | 22.9× | 14.7× | 6th most expensive of 16 |
| Growth the price implies (Req g, 7 yrs) | 5.1% | 3.9% | 9th least demanding of 17 |
| Growth delivered (Del g) | +9.9% | +11.8% | 7th lowest of 17 |
| Hurdle (Req g minus delivered) | -4.8 pp | -13.7 pp | 5th most demanding of 17 |
| ROIC minus cost of capital | -3.1 pp | +1.1 pp | 6th lowest of 21 |
| EV / EBITDA | 5.2× | 8.8× | 4th cheapest of 18 |
| Net debt / EBITDA | 3.9× | 1.3× | 6th most indebted of 19 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| AmRest EAT.WA | Poland | $529M | -5% | -3% | 4% | 22.9× | 5.1% | +9.9% |
| Koshidaka 2157.T | Japan | $530M | -6% | +16% | 13% | 10.8× | -9.8% | +31.1% |
| Xi'an Catering 000721.SZ | China | $523M | -20% | -14% | -23% | n/a | 50.5% | +6.5% |
| Black Rock Coffee Bar BRCB | United States | $538M | -6% | +24% | 3% | 50.1× | n/a | n/a |
| Elior ELIOR.PA | France | $544M | -35% | 0% | 2% | 12.4× | 6.3% | +9.2% |
| DPC Dash 1405.HK | Hong Kong | $548M | -34% | +26% | 4% | 21.2× | 6.6% | +36.3% |
| Wowprime 2727.TW | Taiwan | $550M | -1% | +10% | 8% | 12.2× | -11.9% | +9.0% |
| Bronco Billy 3091.T | Japan | $551M | +41% | +14% | 12% | 32.1× | 1.5% | +11.8% |
| Portillo's PTLO | United States | $504M | +54% | +3% | 6% | 31.0× | n/a | n/a |
| Marston's MARS.L | United Kingdom | $497M | +23% | -1% | 22% | 6.2× | -2.5% | +11.7% |
| Sagami 9900.T | Japan | $494M | +13% | +10% | 7% | n/a | 7.7% | +14.1% |
| Kappa.create 7421.T | Japan | $489M | +3% | -1% | -1% | n/a | 29.8% | +2.4% |
| Fuller, Smith & Turner P.L.C FSTA.L | United Kingdom | $576M | +29% | +6% | 12% | 15.9× | 8.0% | +40.3% |
| Hyundai Green Food 453340.KS | South Korea | $482M | +22% | +7% | 5% | 6.2× | -18.0% | +6.6% |
| Feastogether 7883.TWO | Taiwan | $479M | -9% | +10% | 9% | n/a | -0.2% | +27.9% |
| OOTOYA 2705.T | Japan | $477M | +53% | +18% | 6% | n/a | 10.0% | +18.1% |
| Srs 8163.T | Japan | $474M | +53% | +10% | 4% | 43.0× | 9.6% | +11.8% |
| Tongqinglou Catering 605108.SS | China | $473M | -24% | +4% | 6% | 30.7× | n/a | n/a |
| MTY Food MTY.TO | Canada | $600M | -6% | -4% | 16% | 8.2× | -3.8% | +18.4% |
| Cafe de Coral 0341.HK | Hong Kong | $464M | +61% | -4% | 4% | 14.7× | -9.1% | +4.0% |
| Dine Brands Global DIN | United States | $454M | +26% | +8% | 14% | 7.9× | n/a | n/a |