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PGE Polska Grupa Energetyczna SA
ISIN PLPGER000010
|WKN A0YC19
Market cap (in EUR)
4,602 m
Country
Poland
Sector
Utilities
Dividend yield
0.00%
Overview
Quote
Description
PGE Polska Grupa Energetyczna SA engages in the production and supply of electricity. It operates through the following segments: Conventional Generation, District Heating, Renewables, Supply, Distribution, Circular Economy, Railway Energy Services, and Other Activity. The Conventional generation segment explores and produces lignite, generates electricity and ancillary services. The District Heating segment generates electricity from cogeneration sources and transmits and distributes heat. The Renewables segment engages in electricity generation in pumped-storage power plants from renewable sources. The Supply segment includes sales and purchases of electricity and gas on the wholesale market. The Distribution segment manages local distribution networks and transmission of electricity. The Circular Economy segment manages the by-products of combustion. The Railway Energy Services segment distributes and sells electricity to railway operators and customers functioning withing the railway system. The Other Activity segment includes capital raising, information technology services, accounting and human resources, transport services and startup investments. The company was founded on August 2, 1990 and is headquartered in Lublin, Poland.
Utilities Energy Utilities Poland
Chart
Financials
Key metrics
| Market capitalisation, EUR | 4,602 m |
| EPS, EUR | -1.31 |
| P/B ratio | 0.5 |
| P/E ratio | 6.6 |
| Dividend yield | 0.00% |
Income statement (2024)
| Revenue, EUR | 14,984 m |
| Net income, EUR | -735 m |
| Profit margin | -4.91% |
What ETF is PGE Polska Grupa Energetyczna SA in?
There are 6 ETFs which contain PGE Polska Grupa Energetyczna SA. All of these ETFs are listed in the table below. The ETF with the largest weighting of PGE Polska Grupa Energetyczna SA is the iShares MSCI Emerging Markets Islamic UCITS ETF.
| ETF | Weight | Investment focus | Fund size (in m EUR) |
|---|---|---|---|
| iShares MSCI EM UCITS ETF (Dist) | 0.03% | Equity Emerging Markets | 6,132 |
| UBS Core MSCI EM UCITS ETF USD dis | 0.02% | Equity Emerging Markets | 1,904 |
| Amundi Core MSCI Emerging Markets UCITS ETF EUR Dist | 0.03% | Equity Emerging Markets | 808 |
| iShares MSCI Emerging Markets Islamic UCITS ETF | 0.09% | Equity Emerging Markets Islamic Investing | 308 |
| Goldman Sachs ActiveBeta® Emerging Markets Equity UCITS ETF CLASS USD (Acc.) | 0.07% | Equity Emerging Markets Multi-Factor Strategy | 11 |
| Amundi Prime Europe UCITS ETF DR (D) | 0.03% | Equity Europe | 152 |
Performance
Returns overview
| YTD | +44.37% |
| 1 month | -15.64% |
| 3 months | -16.33% |
| 6 months | -18.65% |
| 1 year | +47.48% |
| 3 years | +43.36% |
| 5 years | +48.55% |
| Since inception (MAX) | -54.65% |
| 2024 | -29.35% |
| 2023 | +38.62% |
| 2022 | -17.14% |
| 2021 | +26.81% |
Monthly returns in a heat map
Risk
Risk metrics in this section:
- Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
- Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
- Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.
Risk overview
| Volatility 1 year | 38.85% |
| Volatility 3 years | 37.38% |
| Volatility 5 years | 39.75% |
| Return per risk 1 year | 1.22 |
| Return per risk 3 years | 0.34 |
| Return per risk 5 years | 0.21 |
| Maximum drawdown 1 year | -33.33% |
| Maximum drawdown 3 years | -34.93% |
| Maximum drawdown 5 years | -58.40% |
| Maximum drawdown since inception | -87.93% |
Rolling 1 year volatility
Latest articles
— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH. Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.