Compare Quercus TFI SA with Similar Stocks
Total Returns (Price + Dividend) 
TimePeriod
Price Return
Dividend Return
Total Return
3 Months
-19.22%
0%
-19.22%
6 Months
-5.94%
0%
-5.94%
1 Year
7.97%
0%
7.97%
2 Years
50.15%
0%
50.15%
3 Years
190.14%
0%
190.14%
4 Years
186.11%
0%
186.11%
5 Years
107.66%
0%
107.66%
Quercus TFI SA for the last several years.
Risk Adjusted Returns v/s 
News
No Recent News for the Company
Announcements 
No announcement available
Corporate Actions 
No corporate action available
Quality key factors 
Factor
Value
Sales Growth (5y)
23.14%
EBIT Growth (5y)
24.35%
EBIT to Interest (avg)
34.85
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
1.40
Tax Ratio
19.77%
Dividend Payout Ratio
0
Pledged Shares
0
Institutional Holding
0
ROCE (avg)
109.57%
ROE (avg)
27.45%
Valuation key factors
Factor
Value
P/E Ratio
11
Industry P/E
Price to Book Value
7.27
EV to EBIT
7.51
EV to EBITDA
7.05
EV to Capital Employed
-19.32
EV to Sales
3.00
PEG Ratio
0.33
Dividend Yield
7.95%
ROCE (Latest)
Negative Capital Employed
ROE (Latest)
67.65%
Technicals key factors
Indicator
Weekly
Monthly
MACD
Bearish
Mildly Bearish
RSI
No Signal
No Signal
Bollinger Bands
Bearish
Sideways
Moving Averages
Mildly Bullish (Daily)
KST
Bearish
Mildly Bearish
Dow Theory
Mildly Bearish
Mildly Bearish
OBV
Mildly Bearish
Mildly Bearish
Shareholding Snapshot
No data for shareholding present.
Shareholding Compare (%holding) 
No data for shareholding present.
Quarterly Results Snapshot (Consolidated) - Sep'25 - QoQ
Sep'25
Jun'25
Change(%)
Net Sales
48.20
49.10
-1.83%
Operating Profit (PBDIT) excl Other Income
18.20
17.30
5.20%
Interest
0.10
0.00
Exceptional Items
-0.00
-0.90
100.00%
Consolidate Net Profit
14.80
13.20
12.12%
Operating Profit Margin (Excl OI)
358.10%
332.30%
2.58%
USD in Million.
Net Sales
QoQ Growth in quarter ended Sep 2025 is -1.83% vs 36.77% in Jun 2025
Consolidated Net Profit
QoQ Growth in quarter ended Sep 2025 is 12.12% vs 38.95% in Jun 2025
Annual Results Snapshot (Consolidated) - Dec'24
Dec'24
Dec'23
Change(%)
Net Sales
132.10
117.70
12.23%
Operating Profit (PBDIT) excl Other Income
56.60
39.80
42.21%
Interest
0.20
0.20
Exceptional Items
-0.60
-0.10
-500.00%
Consolidate Net Profit
44.70
31.70
41.01%
Operating Profit Margin (Excl OI)
401.80%
312.10%
8.97%
USD in Million.
Net Sales
YoY Growth in year ended Dec 2024 is 12.23% vs 28.77% in Dec 2023
Consolidated Net Profit
YoY Growth in year ended Dec 2024 is 41.01% vs 115.65% in Dec 2023
About Quercus TFI SA 
Quercus TFI SA
Capital Markets
Quercus Towarzystwo Funduszy Inwestycyjnych SA is a Poland-based company active in the financial sector. The Company’s principal activities are management of investment funds, portfolio management, investment advisory, and acting as representative of foreign funds, among others. Its offer is mainly targeted at private banking customers. It consists of several subfunds of Quercus umbrella fund: Quercus Opportunity, Querqus Capital Protection, both absolute return type, as well as Quercus Aggresive, Quercus Balkans and Turkey, Quercus Russia, Quercus lev type and Quercus short type, all aggressive growth type.
Company Coordinates 
Company Details
Ul. Nowy Swiat 6/12 , WARSZAWA None : 00-400
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