QM · rank #17 · 2026-07-24
DVL
GPW · PLN · $1.26B (USD)
The exact numbers the algorithm saw.
| Momentum 12-1 Return from 12 months ago to 1 month ago. | +41.22% |
|---|---|
| ROE TTM Return on equity, trailing 12 months. | +28.4% |
| Profit margin Net profit margin, trailing 12 months. | +20.4% |
| Market cap (USD) Size filter: > $300M required (USD-equivalent). | $1.26B |
| Anchor (recent) Close on 2026-06-24 | $10.38 |
| Anchor (far) Close on 2025-06-24 | $7.35 |
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
Develia (DVL) is a Warsaw-listed Polish residential developer delivering flats across Warsaw, Kraków, Wrocław and Gdańsk, currently in an accelerating high-volume handover phase targeting 3,750–3,950 unit handovers in 2026.
Rationale
The quality-momentum signal is directly reinforced by concrete operational data — Q1 2026 revenue up 252% y/y, net profit up 172%, ROE ~28%, H1 handovers more than doubling y/y — confirming that trailing momentum reflects real earnings acceleration, not sentiment alone.
Material risks
- 1Develia's growth engine is entirely dependent on Polish mortgage availability and housing demand; any tightening of credit conditions or withdrawal of government housing support schemes would directly impair the 3,600–3,800 unit sales target and compress the ROE/margin profile that drives the quality screen.
- 2The 252% y/y revenue surge is partly a handover timing effect from a bulging pipeline; if construction cost inflation or land acquisition competition erodes margins on units currently under development, the ~20% profit margin that anchors the quality signal could revert sharply before the market reprices.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 3 of 3 voted to proceed.