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← CockpitCompetitor Analysis › TAR.WA Tarczynski SA Class FOpen in the cockpit ↗

Tarczynski SA Class FTAR.WACompetitor analysis, valuation and peers

Poland · PLN·Consumer Staples›Food Distributors
Momentum weak 36
Mkt cap
$331M
US dollars, full cap
Free float
25%
of shares outstanding
$/day
$3,191
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
-0.1 pp
WACC 7.3%
Hurdle
n/a
no reverse DCF
Close · PLNPLN 114.50
1D-1.7%
1W-0.4%
1M-2.1%
3M-6.5%
6M-4.2%
YTD-3.0%
1Y-8.8%
ATR %2.0%
52w lowhigh11.9% off high

What Tarczynski does

Employees: 1,629

Tarczynski at a glance

Size Tarczynski (TAR.WA) is a Poland Consumer Staples company (Food Distributors) with a market value of $331M, the 76th largest of 83 Poland companies the cockpit tracks. Shares closed at PLN 114.50 on 6 Nov 2026.

Performance Over six months the shares fell 4.2%, against -16.4% for the median peer and +14.3% for the Poland market (cap-weighted) — 4th highest of 15 in its peer set.

Growth Revenue grew 6.0% over the last twelve months (peer median +2.7%); the operating margin is 7.3% (peer median 0.9%).

Valuation It trades at 1.1× enterprise value to sales against a peer median of 0.9× (6th most expensive of 14).

Capital Return on invested capital runs 0.1 points below its cost of capital (7.3% WACC).

Relative performance

809010011 May 202611 Aug 20266 Nov 2026TAR.WA 97Peer median 83
Six months, rebased to 100: Tarczynski against the median of its 14 peers (local-currency closes).

Tarczynski financials

Reported figures in PLN; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenuePLN 2.28BPLN 2.24BPLN 2.07BPLN 1.91BPLN 1.61B
Revenue growth—+8%+8%+18%—
Gross profitPLN 604MPLN 562MPLN 540MPLN 531MPLN 386M
EBITDAPLN 281MPLN 283MPLN 257MPLN 196MPLN 204M
Net incomePLN 119MPLN 126MPLN 120MPLN 112MPLN 97.7M
Free cash flow-PLN 52.0M-PLN 137M-PLN 82.2M-PLN 47.1M-PLN 90.7M
Capital expenditurePLN 373MPLN 373MPLN 308MPLN 226MPLN 210M
Total debtPLN 1.19BPLN 1.06BPLN 794MPLN 655MPLN 398M

Quarterly statements and history in the cockpit →

Tarczynski competitor charts

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.

Performance: 6-month against 1-month return

-25%0%+25%+50%0%+20%+40%300892002330002726MARRATRAV22921610600073DNUTYNGA002695DOLETAR.WA6-month return →1-month return →
Up and to the right = strong over both horizons. Tarczynski is the large dot.

Fundamentals: revenue growth against valuation

-20%-10%0%+10%1×2×300892002330002726MARR000529ATRAV22921610600073DNUTYNGA002695TAR.WARevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Tarczynski is the large dot.

Tarczynski competitors and peer comparison

How Tarczynski compares with its peers

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.

Tarczynski against its 14 peers (data as of 6 Nov 2026)
MeasureTAR.WAPeer medianRank in peer set
1-month return-2.1%+0.2%7th lowest of 15
6-month return-4.2%-16.4%4th highest of 15
Distance from 52-week high-11.9%-30.8%2nd highest of 15
Revenue growth (TTM)+6.0%+2.7%5th highest of 15
Operating margin7.3%0.9%3rd highest of 15
EV / Sales1.1×0.9×6th most expensive of 14
ROIC minus cost of capital-0.1 pp-6.0 pp2nd highest of 14
EV / EBITDA8.6×8.0×2nd most expensive of 4
Net debt / EBITDA4.0×2.7×4th most indebted of 10

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Tarczynski TAR.WAPoland$331M-4%+6%7%1.1×n/an/a
Pinlive Foods 300892.SZChina$316M-26%-3%-1%2.1×n/an/a
Shandong Delisi Food 002330.SZChina$362M-20%-10%-2%0.9×n/an/a
ShandongLongda Meishi 002726.SZChina$382M-34%-25%-9%0.5×23.5%-16.1%
MARR MARR.MIItaly$389M-38%+3%2%0.3×n/an/a
Guangdong Guanghong 000529.SZChina$404M-19%-12%-12%2.0×n/an/a
Atria ATRAV.HEFinland$509M+12%+6%4%0.4×-5.2%+3.8%
S Foods 2292.TJapan$537M-6%+8%2%0.2×n/an/a
COFCO Joycome Foods 1610.HKHong Kong$669M-18%-8%-10%0.9×n/an/a
Shanghai Bright Meat 600073.SSChina$702M-15%+3%-3%0.2×37.0%-1.5%
Krispy Kreme DNUTUnited States$723M+16%-5%0%1.3×23.2%+6.3%
Agencia Comercial Spirits AGCCUnited States$804M-24%+145%13%n/an/an/a
Young & Co.'s Brewery, P.L.C YNGA.LUnited Kingdom$822M+52%+5%14%1.8×9.0%+42.0%
Jiangxi Huangshanghuang Group Food 002695.SZChina$880M-14%+17%7%2.6×14.7%-7.1%
Dole DOLEUnited States$1.31B-7%+8%2%0.3×4.1%+16.1%

Questions

Which companies are Tarczynski's closest peers?
The cockpit's peer set: Pinlive Foods (300892.SZ), Shandong Delisi Food (002330.SZ), ShandongLongda Meishi (002726.SZ), MARR (MARR.MI), Guangdong Guanghong (000529.SZ), Atria (ATRAV.HE), S Foods (2292.T), COFCO Joycome Foods (1610.HK).
Is Tarczynski expensive compared with its peers?
On ev / sales it trades at 1.1× against a peer median of 0.9×, 6th most expensive of 14 in its peer set.
How has Tarczynski stock performed?
Over six months to 6 Nov 2026 the shares returned -4.2% against -16.4% for the median peer; over one year -8.8%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.