Compare Quercus TFI SA with Similar Stocks
Total Returns (Price + Dividend) 
TimePeriod
Price Return
Dividend Return
Total Return
3 Months
-5.0%
0%
-5.0%
6 Months
2.49%
0%
2.49%
1 Year
47.02%
0%
47.02%
2 Years
110.03%
0%
110.03%
3 Years
244.97%
0%
244.97%
4 Years
221.61%
0%
221.61%
5 Years
165.59%
0%
165.59%
Quercus TFI SA for the last several years.
Risk Adjusted Returns v/s 
News

Quercus TFI SA's Valuation Adjustment Highlights Strong Financial Performance and Growth Potential
Quercus TFI SA has recently experienced an evaluation adjustment that reflects its improved market position and financial metrics. Key indicators include a competitive P/E ratio of 11, a low PEG ratio of 0.33, and a strong ROE of 67.65%, highlighting the company's robust operational performance and financial health.
Read full news article 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
Mildly Bearish
Bullish
RSI
No Signal
No Signal
Bollinger Bands
Mildly Bearish
Mildly Bullish
Moving Averages
Mildly Bullish (Daily)
KST
Mildly Bearish
Mildly Bearish
Dow Theory
No Trend
Mildly Bearish
OBV
No Trend
No Trend
Shareholding Snapshot
No data for shareholding present.
Shareholding Compare (%holding) 
No data for shareholding present.
Quarterly Results Snapshot (Consolidated) - Jun'25 - QoQ
Jun'25
Mar'25
Change(%)
Net Sales
49.10
35.90
36.77%
Operating Profit (PBDIT) excl Other Income
17.30
11.50
50.43%
Interest
0.00
0.00
Exceptional Items
-0.90
-0.00
Consolidate Net Profit
13.20
9.50
38.95%
Operating Profit Margin (Excl OI)
332.30%
293.30%
3.90%
USD in Million.
Net Sales
QoQ Growth in quarter ended Jun 2025 is 36.77% vs 11.15% in Mar 2025
Consolidated Net Profit
QoQ Growth in quarter ended Jun 2025 is 38.95% vs -52.26% in Mar 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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