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Size Selena FM (SEL.WA) is a Poland Materials company (Chemicals: Major Diversified) with a market value of $340M, the 73rd largest of 83 Poland companies the cockpit tracks. Shares closed at PLN 58.40 on 6 Nov 2026.
Performance Over six months the shares gained 22.9%, against -20.9% for the median peer and +14.3% for the Poland market (cap-weighted) — 3rd highest of 21 in its peer set.
Growth Revenue grew 7.9% over the last twelve months (peer median +6.7%); the operating margin is 10.2% (peer median 7.3%).
Valuation It trades at 10.2× forward earnings against a peer median of 11.5× (4th cheapest of 8).
Price implies For today's price to make sense, revenue must grow about -2% a year for seven years (Req g). Recent delivered growth is +5%, so the hurdle is -7 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 2.5 points above its cost of capital (8.7% WACC).
Next results Next results expected around 20 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | PLN 1.90B | PLN 1.80B | PLN 1.78B | PLN 1.78B | PLN 1.96B |
| Revenue growth | — | +1% | 0% | -9% | — |
| Gross profit | PLN 674M | PLN 607M | PLN 576M | PLN 526M | PLN 568M |
| EBITDA | PLN 244M | PLN 230M | PLN 186M | PLN 127M | PLN 194M |
| Net income | PLN 128M | PLN 115M | PLN 85.9M | PLN 50.1M | PLN 112M |
| Free cash flow | PLN 179M | PLN 135M | PLN 95.1M | PLN 16.4M | PLN 145M |
| Capital expenditure | PLN 40.3M | PLN 48.7M | PLN 73.7M | PLN 58.2M | PLN 37.2M |
| Total debt | PLN 759M | PLN 200M | PLN 239M | PLN 236M | PLN 135M |
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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 | SEL.WA | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +3.2% | -12.0% | 2nd highest of 21 |
| 6-month return | +22.9% | -20.9% | 3rd highest of 21 |
| Distance from 52-week high | -8.2% | -37.4% | 2nd highest of 21 |
| Revenue growth (TTM) | +7.9% | +6.7% | 10th highest of 21 |
| Operating margin | 10.2% | 7.3% | 8th highest of 21 |
| Forward P/E | 10.2× | 11.5× | 4th cheapest of 8 |
| Growth the price implies (Req g, 7 yrs) | -1.5% | 5.3% | 7th least demanding of 13 |
| Growth delivered (Del g) | +5.3% | +5.6% | 7th highest of 13 |
| Hurdle (Req g minus delivered) | -6.9 pp | -3.2 pp | 6th least demanding of 13 |
| ROIC minus cost of capital | +2.5 pp | +0.6 pp | 8th highest of 21 |
| EV / EBITDA | 8.1× | 6.5× | 4th most expensive of 10 |
| Net debt / EBITDA | 2.8× | -0.1× | 3rd most indebted of 12 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Selena FM SEL.WA | Poland | $340M | +23% | +8% | 10% | 10.2× | -1.5% | +5.3% |
| Nippon Fine Chemical 4362.T | Japan | $338M | -6% | -5% | 14% | 10.0× | -2.2% | +2.1% |
| OCI 456040.KS | South Korea | $349M | -65% | +2% | 5% | 6.3× | n/a | n/a |
| Chemplast Sanmar CHEMPLASTS.NS | India | $353M | -9% | +5% | -3% | n/a | n/a | n/a |
| San Fu Chemical 4755.TW | Taiwan | $358M | -21% | -11% | 10% | 14.6× | 12.8% | +4.8% |
| Pan Asia Chemical 4707.TWO | Taiwan | $318M | +69% | -9% | -5% | n/a | 24.6% | -1.6% |
| Zhejiang Dayang Biotech 003017.SZ | China | $315M | -22% | +12% | 7% | n/a | n/a | n/a |
| Double Bond Chemical Ind 4764.TW | Taiwan | $313M | -64% | +12% | 11% | n/a | 25.8% | +1.6% |
| Hunan Hengguang Technology 301118.SZ | China | $313M | -34% | +16% | 4% | n/a | n/a | n/a |
| Ingentec 4768.TWO | Taiwan | $370M | -52% | +98% | 0% | 132.2× | n/a | n/a |
| Daqing Huake 000985.SZ | China | $310M | -21% | +4% | 0% | n/a | 31.9% | +0.9% |
| ENF Technology 102710.KS | South Korea | $376M | -38% | +14% | 12% | 8.0× | -8.0% | +6.6% |
| Shandong Newleaf Chemical 002476.SZ | China | $382M | -29% | +15% | 4% | n/a | 29.0% | +6.3% |
| Jiangxi Selon Industrial 002748.SZ | China | $382M | -17% | +10% | 7% | n/a | -4.4% | +5.0% |
| Jiangsu Hanbon Science & Technology 688755.SS | China | $409M | -23% | +7% | 10% | n/a | 12.8% | +15.1% |
| Pentapro Materials 7887.TWO | Taiwan | $266M | -63% | +101% | -25% | n/a | n/a | n/a |
| China Sunsine Chemical QES.SI | Singapore | $441M | -10% | +4% | 14% | 11.5× | n/a | n/a |
| MiwonComcl 002840.KS | South Korea | $441M | -9% | +7% | 11% | n/a | -4.3% | +8.4% |
| Zhejiang Weihua New Material 603310.SS | China | $442M | -19% | +26% | 2% | n/a | n/a | n/a |
| Soken Chemical & Engineering 4972.T | Japan | $451M | +27% | +4% | 13% | 16.9× | -2.3% | +8.8% |
| Miwon Sc 268280.KS | South Korea | $468M | +8% | +7% | 15% | n/a | -15.8% | +7.4% |