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Quercus TFI S.A. (QRS.WA)
PLN13.00
-0.24 (-1.81%)
PL WSE Financial Services Asset Management
Address
ul. Nowy Swiat 6/12 00-400
Warsaw, PL
Warsaw, PL
CEO
Sebastian Boleslaw Buczek
Website
quercustfi.pl
IPO
2008-09-01
ISIN PLQRCUS00012
Description
Quercus TFI S.A., a publicly traded investment management company established in August 2007, is based in Warsaw, Poland. The firm provides investment management and advisory services, primarily serving affluent and ultra-high-net-worth individuals. It develops and administers a diverse portfolio of mutual funds, covering equity, fixed income, commodity, multi-asset, and balanced strategies, while also managing customized portfolios tailored for individual clients. The company allocates capital across public equity, fixed income, and alternative markets, including commodities. Its investment approach relies on fundamental analysis, supported by proprietary in-house research, with a general emphasis on companies operating within the service sector.
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
PLN13.00
-0.24 (-1.81%)
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Volume Profile
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Liquidity & share structure
Average Volume
23.6K
Beta
0.68
Float Shares
48.06M
Free Float %
95.0%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.67% | -3.97% | +0.67% | +1.94% | -8.14% | -4.88% | +3.69% | +227.37% | +145.03% | +102.35% | +1,676.47% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Price Targets & DCF
Current price
13.00
DCF (Unlevered)
68.39
+426.1%
DCF (Levered)
34.76
+167.4%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Quality scores
Altman Z-Score
5.41
Safe zone
Piotroski F-Score
7 / 9
Strong
MOAT Score
8 / 10
Strong MOAT
Composite Rating
A
Overall Score
4 / 5
High
DCF Score
5 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
3 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
★ Strong MOAT
-
Revenue growth Asset Management: +17.4%+30.7% ★ Q1'26: +56.9% (vs Q1'25)
-
EPS growth Asset Management: +22.7%+53.0% ★ Q1'26: +88.2% (vs Q1'25)
-
FCF margin FCF growth · Asset Management: +27.7%+31.4% ★ Q1'26: +0.0% (vs Q1'25)
-
EBIT margin Asset Management: +50.6%+38.2% Q1'26: +37.5% (vs Q1'25)
-
ROIC Asset Management: +6.5%+282.3% ★ Q1'26: -119.2% (vs Q1'25)
-
Share dilution Asset Management: +0.0%-8.7% ★ Q1'26: -2.9% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×0.07× ★ Q1'26: 0.06× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 1 Rev. Ana. 1 EPS Ana. |
Dec 2027 1 Rev. Ana. 1 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
95.58M
est: 95.16M (+0.4%)
|
98.14M
est: 94.67M (+3.7%)
|
119.10M
est: 117.45M (+1.4%)
|
85.75M
est: 87.00M (-1.4%)
|
61.01M
est: 64.00M (-4.7%)
|
56.95M
est: 66.00M (-13.7%)
|
82.23M
est: 89.50M (-8.1%)
|
91.07M
est: 125.10M (-27.2%)
|
117.43M
est: 135.30M (-13.2%)
|
155.03M
est: 159.80M (-3.0%)
|
202.61M
est: 202.30M (+0.2%)
|
181.60M
181.60M – 181.60M
-10.2% YoY
|
185.10M
185.10M – 185.10M
+1.9% YoY
|
185.60M
185.60M – 185.60M
+0.3% YoY
|
| EBITDA |
38.02M
est: 33.79M (+12.5%)
|
35.49M
est: 33.62M (+5.6%)
|
42.36M
est: 41.71M (+1.6%)
|
-4.75M
est: 30.89M (-115.4%)
|
23.71M
est: 22.73M (+4.3%)
|
22.60M
est: 23.44M (-3.6%)
|
32.14M
est: 31.78M (+1.1%)
|
22.15M
est: 44.42M (-50.1%)
|
42.60M
est: 48.04M (-11.3%)
|
59.20M
est: 56.91M (+4.0%)
|
81.45M
est: 72.04M (+13.1%)
|
64.67M
64.67M – 64.67M
-10.2% YoY
|
65.92M
65.92M – 65.92M
+1.9% YoY
|
66.10M
66.10M – 66.10M
+0.3% YoY
|
| EBIT |
37.66M
est: 31.32M (+20.3%)
|
35.19M
est: 31.16M (+12.9%)
|
42.06M
est: 38.65M (+8.8%)
|
-5.21M
est: 28.63M (-118.2%)
|
23.30M
est: 21.06M (+10.6%)
|
21.78M
est: 21.72M (+0.2%)
|
30.58M
est: 29.45M (+3.8%)
|
17.85M
est: 41.17M (-56.7%)
|
39.52M
est: 44.53M (-11.2%)
|
55.62M
est: 52.59M (+5.8%)
|
77.43M
est: 66.57M (+16.3%)
|
59.76M
59.76M – 59.76M
-10.2% YoY
|
60.91M
60.91M – 60.91M
+1.9% YoY
|
61.07M
61.07M – 61.07M
+0.3% YoY
|
| Net Income |
30.49M
est: 26.52M (+15.0%)
|
28.49M
est: 25.94M (+9.8%)
|
34.03M
est: 29.67M (+14.7%)
|
-10.19M
est: -10.42M (+2.1%)
|
19.58M
est: 10.42M (+87.9%)
|
17.84M
est: 15.63M (+14.1%)
|
25.12M
|
14.10M
|
30.95M
|
43.23M
est: 33.30M (+29.8%)
|
60.23M
est: 47.57M (+26.6%)
|
42.81M
42.81M – 42.81M
-10.0% YoY
|
42.81M
42.81M – 42.81M
+0.0% YoY
|
42.81M
42.81M – 42.81M
+0.0% YoY
|
| SGA |
55.57M
est: 28.04M (+98.2%)
|
1.88M
est: 27.89M (-93.2%)
|
1.82M
est: 34.60M (-94.7%)
|
1.85M
est: 25.63M (-92.8%)
|
1.70M
est: 18.86M (-91.0%)
|
1.22M
est: 19.45M (-93.7%)
|
24.34M
est: 26.37M (-7.7%)
|
37.42M
est: 36.86M (+1.5%)
|
45.65M
est: 39.86M (+14.5%)
|
55.20M
est: 58.01M (-4.8%)
|
73.59M
est: 73.43M (+0.2%)
|
65.92M
65.92M – 65.92M
-10.2% YoY
|
67.19M
67.19M – 67.19M
+1.9% YoY
|
67.37M
67.37M – 67.37M
+0.3% YoY
|
| EPS |
0.47
est: 0.51 (-7.7%)
|
0.45
est: 0.50 (-9.6%)
|
0.57
est: 0.57 (+0.1%)
|
-0.18
est: -0.20 (+10.0%)
|
0.34
est: 0.20 (+70.0%)
|
0.32
est: 0.30 (+6.7%)
|
0.43
|
0.25
|
0.56
|
0.83
est: 0.70 (+18.6%)
|
1.27
est: 1.00 (+27.0%)
|
0.90
0.90 – 0.90
-10.0% YoY
|
0.90
0.90 – 0.90
+0.0% YoY
|
0.90
0.90 – 0.90
+0.0% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-29 | A | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 3/5 | 1/5 |
| 2026-05-28 | A | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 3/5 | 1/5 |
| 2026-05-27 | A | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 3/5 | 1/5 |
| 2026-05-26 | A | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 3/5 | 1/5 |
| 2026-05-25 | A | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 3/5 | 1/5 |
| 2026-05-22 | A | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 3/5 | 1/5 |
| 2026-05-21 | A | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 3/5 | 1/5 |
| 2026-05-20 | A | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 3/5 | 1/5 |
| 2026-05-19 | A | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 3/5 | 1/5 |
| 2026-05-18 | A | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 3/5 | 1/5 |
| 2026-05-15 | A | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 3/5 | 1/5 |
| 2026-05-14 | A | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 3/5 | 1/5 |
| 2026-05-13 | A | 4/5 | 5/5 | 5/5 | 5/5 | 4/5 | 3/5 | 1/5 |
| 2026-05-12 | A | 4/5 | 5/5 | 5/5 | 5/5 | 4/5 | 3/5 | 1/5 |
| 2026-05-11 | A | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 3/5 | 1/5 |
| 2026-05-08 | A | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 4/5 | 1/5 |
| 2026-05-07 | A | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 4/5 | 1/5 |
| 2026-05-06 | A | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 4/5 | 1/5 |
| 2026-05-05 | A | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 4/5 | 1/5 |
| 2026-05-04 | A | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 4/5 | 1/5 |
| 2026-04-30 | A | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 4/5 | 1/5 |
| 2026-04-29 | A | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 4/5 | 1/5 |
| 2026-04-28 | A | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 4/5 | 1/5 |
| 2026-04-27 | A | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 4/5 | 1/5 |
| 2026-04-24 | A | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 4/5 | 1/5 |
| 2026-04-23 | A | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 4/5 | 1/5 |
| 2026-04-22 | A | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 4/5 | 1/5 |
| 2026-04-21 | A | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 4/5 | 1/5 |
| 2026-04-20 | A | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 4/5 | 1/5 |
| 2026-04-17 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 3/5 | 1/5 |
| 2026-04-16 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 3/5 | 1/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
27.04M
OE per share TTM
0.49
Owner's Yield
4.43%
Maintenance CapEx ratio
616.11%
Maint CapEx / Avg PPE
4.8%
Ownership Overview
Ownership breakdown
Ownership breakdown not available.
At a glance
Institutional holders
—
Total invested
—
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional ownership trend
Institutional history not available.
Top institutional holders
Top holders not available.
ETF Ownership
Top ETFs holding this stock
Held by 1 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Dimensional - Emerging Markets Core Equity 2 ETF DFEM | 0.00% | 10.4K | 0.39% |
Insider Activity
Insider Activity — Latest Quarter
No insider activity available.
Insider buys vs sells (history)
Insider history not available.
Recent insider transactions
No recent insider transactions.
Executive team
Top executives
EBIT / Employee
3.69M
Shares Outstanding
50.57M
Executive compensation
Executive compensation (annual)
Executive compensation not available.
CEO compensation breakdown
No CEO compensation history available.
Proxy statements
Proxy statements (DEF 14A)
No proxy statements available for this company yet.
Recent SEC filings
Recent SEC filings
No SEC filings available for this company yet.
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Sebastian Boleslaw Buczek | Chairman of the Management Board | 2M | male |
| Zbigniew Jakubowski | Vice Chairman of the Management Board | 886.0K | male |
| Maciej Klimczak | Vice Chairman of the Management Board | 886.0K | male |
| Pawel Karczews | Vice Chairman of the Management Board | 886.0K | male |
| Pawel Pasternok | Member of Management Board | 793.0K | male |
| Piotr Pawel Pluska | Vice Chairman of Management Board | 592.0K | male |
| Artur Paderewski | First Vice-chairman of the Management Board | 575.0K | male |
| Agnieszka Strzelczyk | Vice-President of the Management Board & Chief Accountant | 451.0K | female |
| Jonh Liu | Chief Financial Officer, Vice President & Director | — | male |
| Piotr Milinski | Fund Manager & Director of International Markets | — | male |
| Jerzy Lubianiec | Secretary | — | male |
| Krzysztof Grudzien | Fixed Income Director & Fund Manager | — | male |
ESG Score History
No data available for this company.
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
Share your view on this stock and instantly see how the community has voted over the last 6 months.
Community Opinion for QRS.WA
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
