Quality Momentum

QM · rank #15 · 2026-07-24

KTY

GPW · PLN · $3.47B (USD)

SignalSell
verdict · CAUTION

The exact numbers the algorithm saw.

Factor scores and the inputs behind this pick.
Momentum 12-1
Return from 12 months ago to 1 month ago.
+43.04%
ROE TTM
Return on equity, trailing 12 months.
+28.1%
Profit margin
Net profit margin, trailing 12 months.
+10.7%
Market cap (USD)
Size filter: > $300M required (USD-equivalent).
$3.47B
Anchor (recent)
Close on 2026-06-24
$1,178.00
Anchor (far)
Close on 2025-06-24
$823.55

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

KTY@GPW Grupa Kęty is a diversified Polish aluminium and packaging group selling extrusions, architectural systems, packaging and sun-shading products into construction and industrial markets.

Rationale

The stock screens well for quality_momentum because it combines strong 12-1 momentum with high TTM ROE, solid margins, and a Q1 2026 beat that reinforced full-year guidance and operating improvement.

Material risks

  • 1The biggest thesis risk is cyclic demand and aluminium/energy cost pressure, which could quickly compress margins and undo the recent earnings and price momentum.
  • 2Competitive commoditization in aluminium profiles and packaging, including customers or peers building more extrusion capability in-house, could erode pricing power and quality persistence.

AI verdict council

Each pick is reviewed independently by 3 models before any order. 1 of 3 voted to proceed.

OpenAI
Proceed
Claude
Caution
Gemini
Error