QM · rank #12 · 2026-09-09

PXM

GPW · PLN · $496M (USD)

SignalBuy1.6strength 1.6 / 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.	+57.61%
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).	$496M
Anchor (recent) Close on 2026-08-10	$7.46
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 company executing large-scale energy, industrial, and infrastructure projects.

Rationale

The strong 57.6% momentum and 15.97% ROE are supported by a massive 8.7–9.4 billion PLN backlog providing two years of revenue visibility, alongside positive market reception of the new CEO.

Material risks

1Margin erosion from cost inflation and competitive bidding, which has already caused a ~22% year-over-year decline in H1 2026 net profit and threatens the quality signal.
2High dependence on Polish public sector and utility capital expenditures, leaving the order pipeline vulnerable to state budget constraints and project delays under a newly appointed management.

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