AU · rank #2 · 2026-09-10
DOM
GPW · PLN · $1.72B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 0.791 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | -$0.57 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 1 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $296.44 | +19.8% |
| Momentum acceleration 3-month minus 12-month momentum. | +1.44% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.43 |
| Gross margin TTM | +32.6% |
| 52w high | $276.63 |
| Market cap (USD) | $1.72B |
The AI research card
Independent qualitative review of each pick before the order is placed. On the rare day the research service is unavailable, the paper book trades on the quant ranking alone and no card appears here.
Summary
Dom Development S.A. is Poland's leading residential real estate developer specializing in multi-family housing across major domestic urban markets. [RECENT_DEVELOPMENTS, BUSINESS_STATUS]
Rationale
The model's 19.8% analyst upside signal is supported by 100% revision agreement, record-setting H1 2026 financial performance, and exceptional revenue visibility via a PLN 4.4 billion contracted backlog. [RECENT_DEVELOPMENTS, BUSINESS_STATUS]
Material risks
- 1Severe margin compression driven by rising construction and land costs, which has already reduced gross margin to 31% from 35% year-over-year. [FINANCIAL_NOTES, TOP_RISKS]
- 2Extreme exposure to the Polish residential housing market, making sales highly sensitive to domestic mortgage credit conditions and macroeconomic cycles. [TOP_RISKS]
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.