(PZU) Powszechny Zaklad - Ratings and Ratios

Powszechny Zaklad Ubezpieczen SA is a multifaceted insurance conglomerate operating primarily in Poland, the Baltic States, and Ukraine, offering a wide array of insurance products including life, non-life, motor, property, and health insurance. Beyond insurance, the company has diversified interests in banking, asset management, brokerage, and real estate, among others.

The companys operational segments span Corporate Insurance, Mass Insurance, and various life insurance products, alongside investments and banking activities. It also provides a range of ancillary services such as finance leasing, factoring, and business consulting. PZUs diverse portfolio is indicative of its significant presence in the regional financial services sector.

With a history dating back to 1803, Powszechny Zaklad Ubezpieczen SA has established itself as a venerable institution in Poland, headquartered in Warsaw. The companys extensive range of services extends beyond insurance to include real estate management, manufacturing of certain industrial products, and various support services related to its core insurance business.

Analyzing the , the stocks last price is 61.94 PLN, slightly above its SMA20 of 61.37 PLN, indicating a positive short-term trend. The SMA50 and SMA200 are 58.78 PLN and 49.16 PLN, respectively, suggesting a strong upward trend over the medium to long term. The ATR of 1.57 PLN translates to a 2.53% volatility, which is relatively moderate. Given the 52-week high and low of 63.32 PLN and 39.15 PLN, the stock is near its 52-week high, indicating strong recent performance.

From a fundamental perspective, as per the , PZUs market capitalization stands at 52,674.90M PLN, with a P/E ratio of 9.00, suggesting the stock might be undervalued given its RoE of 18.64%. This indicates a strong profitability position.

Forecasting the stocks future performance using both technical and fundamental data, the upward trend indicated by the SMA20, SMA50, and SMA200, coupled with a strong RoE, suggests potential for further growth. However, the stocks proximity to its 52-week high and a relatively moderate volatility might limit short-term upside. A potential forecast could be that the stock continues to grow, potentially reaching towards its next resistance level, which could be around 65 PLN, assuming the current trend continues. Conversely, a drop below the SMA20 could signal a correction, potentially towards the SMA50 at 58.78 PLN.