QM · rank #12 · 2026-09-08

PXM

GPW · PLN · $487M (USD)

SignalBuy1.7strength 1.7 / 10

verdict · PROCEED

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.	+56.77%
ROE TTM Return on equity, trailing 12 months.	+16.0%
Profit margin Net profit margin, trailing 12 months.	+2.9%
Market cap (USD) Size filter: > $300M required (USD-equivalent).	$487M
Anchor (recent) Close on 2026-08-07	$7.42
Anchor (far) Close on 2025-08-08	$4.73

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

Polimex-Mostostal S.A. is a Polish engineering and construction group executing energy, industrial, and infrastructure contracts supported by an extensive multi-billion PLN order backlog.

Rationale

The stock's strong price momentum is validated by a recent CEO appointment, while the 16% ROE quality factor is backed by high revenue visibility from a 2-year order backlog.

Material risks

1Operational margin squeeze and inflation, which drove a ~22% year-over-year decline in H1 2026 net income, could erode the "quality" aspect of the quantitative signal.
2High concentration of revenues in public sector and utility infrastructure projects leaves the backlog vulnerable to state budget delays or policy shifts.

AI verdict council

Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.

OpenAI

Proceed

Claude

Caution

Gemini

Proceed