Overview
Orlen S.A. is a prominent multinational energy firm headquartered in Płock, Poland, predominately operating in the oil refining and retail petroleum sectors. It is one of Central Europe's largest publicly traded firms featuring a comprehensive portfolio that includes petrochemical production, energy generation, and advanced biofuel technologies. Orlen has strategically expanded through acquisitions, notably the takeover of the Czech company Unipetrol and Lithuania's Mažeikių Nafta, positioning it as a key player in the European energy market. The company is actively involved in diversifying its energy sources, with significant investments in renewable energies, including wind and solar projects, and an ambitious initiative towards developing hydrogen fuel technologies across its operational regions.
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Basic Stats
The share price of Orlen S.A. as of May 22, 2024 is $18.20 / share. The market cap (or net worth) of Orlen S.A. as of September 5, 2025 is $21,129.15 MM.
The Factor Analysis chart (below right) shows a view of Orlen S.A. from a variety of lenses. Each factor shows how well the company ranks against all other companies in the Fintel global investing universe. Factor scores range from zero to 100, with 100 being most desirable, and 50 being average.
For example, a company with a Value Score of 100 would be the most undervalued company in our database. A company with a Value Score of zero would be the most overvalued.
| Market Cap | 21,129.15 MM |
| EV | |
| Shares Out. | 1,160.94 MM |
| Earnings Date | |
| EPS (TTM) | 3.89 |
| Dividend Yield | |
| Ex-Dividend Date | 2025-08-13 |
| Borrow Rate | |
| Short Shares Avail. | |
| Short Interest | |
| Short Float | |
| Days to Cover | |
| Risk Free Rate | 4.17 % |
| Price Change (1 yr) | |
| Volatility (1 yr) | |
| Beta | |
| Sharpe Ratio (1 yr) | |
| Sortino Ratio (1 yr) |
| PE Ratio | |
| Price/Book | |
| Price/TBV | |
| Book/Market | |
| EBIT/EV | |
| EBIT(3yr avg)/EV | |
| ROA | 0.02 |
| ROE | 0.03 |
| ROIC | 0.03 |
| CROIC | 0.08 |
| OCROIC | 0.25 |
| Implied Volatility | |
| Put/Call OI Ratio |
Factor Scores range from 0 to 100, with 100 being most desirable. Larger circles are better. In situations where we have no data (e.g. no insider trades), we plot the score at 50 to avoid penalizing companies. However, a company that does not pay dividends will get a Dividend Score of Zero. Additionally, we inverted volatility to create a "stability" metric which is better when higher.
Price Target
The average one-year price target for Orlen S.A. is $17.87. The forecasts range from a low of $14.03 to a high of $26.50. A stock’s price target is the price at which analysts consider it fairly valued with respect to its projected earnings and historical earnings. Analysts typically set price targets that correspond to their buy or sell recommendations.
Update Frequency: Monthly
Stock Upgrades/Downgrades
This card shows analyst upgrades/downgrades for Orlen S.A.. An analyst rating is a classification that gives investors a sense of analyst sentiment about the direction and performance of an equity - usually a stock - over a period of time, typically 12 months.
The standard analyst ratings are generally as follows:
- Buy/Overweight/Outperform - Any of these ratings conveys an analyst’s belief that the stock is likely to outperform a market index (e.g. the S&P 500).
- Hold/Equal-Weight/Market Perform - Any of these ratings conveys an analyst’s belief that the stock is likely to perform in line with a market index.
- Sell/Underweight/Underperform - Any of these ratings suggest that an analyst believes the stock is likely to underperform a market index.
When an analyst upgrades a stock, they are signaling that the company’s fundamentals are being undervalued by investors. It could also mean they believe the market is underestimating the company’s potential. The opposite is true when a stock receives a downgrade.
The average rating of each individual analyst’s rating is the consensus rating for a stock. This gives investors a broader sense of the overall sentiment for that stock.
| Date | Analyst | Prior | Latest Recommendation |
Action |
|---|---|---|---|---|
| 2023-12-04 | MBANK | Buy | Buy | Maintains |
| 2023-11-21 | WOOD & COMPANY | Buy | Buy | Maintains |
| 2023-10-20 | IPOPEMA SECURITIES | Buy | Buy | Maintains |
| 2023-10-17 | RAIFFEISEN RESEARCH INSTIT. EQUITY RESEARCH | Buy | Sell | Downgrade |
| 2023-09-29 | SANTANDER BROKERAGE POLAND | Underperform | Underperform | Maintains |
| 2023-09-26 | ERSTE GROUP | Buy | Buy | Maintains |
| 2023-08-29 | MBANK | Buy | Buy | Maintains |
| 2023-08-28 | MBANK | Buy | Buy | Maintains |
| 2023-08-24 | IPOPEMA SECURITIES | Buy | Buy | Maintains |
| 2023-08-24 | WOOD & COMPANY | Buy | Buy | Maintains |
| 2023-08-24 | ERSTE GROUP | Buy | Buy | Maintains |
| 2023-08-24 | RAIFFEISEN RESEARCH INSTIT. EQUITY RESEARCH | Buy | Buy | Maintains |
| 2023-08-23 | IPOPEMA SECURITIES | Buy | Buy | Maintains |
| 2023-08-23 | WOOD & COMPANY | Buy | Buy | Maintains |
| 2023-08-23 | ERSTE GROUP | Buy | Buy | Maintains |
| 2023-08-23 | RAIFFEISEN RESEARCH INSTIT. EQUITY RESEARCH | Buy | Buy | Maintains |
| 2023-08-07 | SANTANDER BROKERAGE POLAND | Underperform | Underperform | Maintains |
| 2023-08-06 | SANTANDER BROKERAGE POLAND | Underperform | Underperform | Maintains |
| 2023-05-30 | SANTANDER BROKERAGE POLAND | Neutral | Underperform | Downgrade |
| 2023-05-29 | SANTANDER BROKERAGE POLAND | Neutral | Underperform | Downgrade |
| 2023-05-25 | IPOPEMA SECURITIES | Hold | Buy | Upgrade |
| 2023-05-25 | WOOD & COMPANY | Buy | Buy | Maintains |
| 2023-05-25 | ERSTE GROUP | Sell | Buy | Upgrade |
| 2023-05-25 | RAIFFEISEN RESEARCH INSTIT. EQUITY RESEARCH | Hold | Buy | Upgrade |
| 2023-05-24 | IPOPEMA SECURITIES | Hold | Buy | Upgrade |
| 2023-05-24 | WOOD & COMPANY | Buy | Buy | Maintains |
| 2023-05-24 | ERSTE GROUP | Sell | Buy | Upgrade |
| 2023-05-24 | RAIFFEISEN RESEARCH INSTIT. EQUITY RESEARCH | Hold | Buy | Upgrade |
| 2023-05-22 | HSBC | Hold | Buy | Upgrade |
| 2023-05-21 | HSBC | Hold | Buy | Upgrade |
| 2023-04-28 | MBANK | Hold | Buy | Upgrade |
| 2023-04-27 | MBANK | Hold | Buy | Upgrade |
| 2023-04-11 | SANTANDER BROKERAGE POLAND | Neutral | Underperform | Downgrade |
| 2023-04-05 | WOOD & COMPANY | Buy | Buy | Maintains |
| 2023-03-27 | HSBC | Hold | Buy | Upgrade |
| 2023-03-20 | RAIFFEISEN RESEARCH INSTIT. EQUITY RESEARCH | Hold | Buy | Upgrade |
| 2023-03-09 | ERSTE GROUP | Sell | Buy | Upgrade |
| 2023-03-01 | MBANK | Hold | Buy | Upgrade |
| 2023-02-28 | IPOPEMA SECURITIES | Hold | Buy | Upgrade |
| 2023-02-24 | SANTANDER BROKERAGE POLAND | Outperform | Neutral | Downgrade |
| 2023-02-23 | SANTANDER BROKERAGE POLAND | Outperform | Neutral | Downgrade |
| 2022-10-25 | SANTANDER BROKERAGE POLAND | Neutral | Outperform | Upgrade |
| 2022-10-24 | SANTANDER BROKERAGE POLAND | Neutral | Outperform | Upgrade |
| 2022-08-22 | HSBC | Hold | Hold | Maintains |
| 2022-08-21 | HSBC | Hold | Hold | Maintains |
| 2022-08-05 | IPOPEMA SECURITIES | Sell | Hold | Upgrade |
| 2022-08-04 | IPOPEMA SECURITIES | Sell | Hold | Upgrade |
| 2022-06-03 | IPOPEMA SECURITIES | Hold | Sell | Downgrade |
| 2022-06-02 | IPOPEMA SECURITIES | Hold | Sell | Downgrade |
| 2022-04-01 | SANTANDER BROKERAGE POLAND | Hold | Neutral | Maintains |
| 2022-03-31 | SANTANDER BROKERAGE POLAND | Hold | Neutral | Maintains |
| 2022-03-21 | RENAISSANCE CAPITAL | Hold | Hold | Maintains |
| 2022-03-20 | RENAISSANCE CAPITAL | Hold | Hold | Maintains |
| 2022-01-26 | MBANK | Hold | Hold | Maintains |
| 2022-01-25 | MBANK | Hold | Hold | Maintains |
| 2022-01-12 | RAIFFEISEN RESEARCH INSTIT. EQUITY RESEARCH | Buy | Hold | Downgrade |
| 2022-01-11 | RAIFFEISEN RESEARCH INSTIT. EQUITY RESEARCH | Buy | Hold | Downgrade |
| 2022-01-10 | SANTANDER BROKERAGE POLAND | Sell | Hold | Upgrade |
| 2022-01-09 | SANTANDER BROKERAGE POLAND | Sell | Hold | Upgrade |
| 2021-10-29 | IPOPEMA SECURITIES | Hold | Hold | Maintains |
| 2021-10-28 | IPOPEMA SECURITIES | Hold | Hold | Maintains |
| 2021-10-11 | ERSTE GROUP | Sell | Sell | Maintains |
| 2021-10-10 | ERSTE GROUP | Sell | Sell | Maintains |
| 2021-08-20 | SOCIETE GENERALE | Hold | Hold | Maintains |
| 2021-08-19 | SOCIETE GENERALE | Hold | Hold | Maintains |
| 2021-05-12 | RAIFFEISEN RESEARCH INSTIT. EQUITY RESEARCH | Buy | Buy | Maintains |
| 2021-05-11 | RAIFFEISEN RESEARCH INSTIT. EQUITY RESEARCH | Buy | Buy | Maintains |
| 2021-04-20 | MBANK | Hold | Hold | Maintains |
| 2021-04-19 | MBANK | Hold | Hold | Maintains |
| 2021-03-26 | SANTANDER BROKERAGE POLAND | Sell | Sell | Maintains |
| 2021-03-25 | SANTANDER BROKERAGE POLAND | Sell | Sell | Maintains |
| 2020-08-26 | SOCIETE GENERALE | Hold | Hold | Maintains |
| 2024-08-04 | SANTANDER BROKERAGE POLAND | Underperform | Outperform | Upgrade |
| 2024-07-31 | MBANK | Buy | Buy | Maintains |
| 2024-05-26 | IPOPEMA SECURITIES | Buy | Buy | Maintains |
| 2024-05-22 | WOOD & COMPANY | Buy | Buy | Maintains |
| 2024-03-10 | RAIFFEISEN RESEARCH INSTIT. EQUITY RESEARCH | Sell | Sell | Maintains |
| 2024-02-27 | IPOPEMA SECURITIES | Buy | Buy | Maintains |
| 2024-01-22 | SANTANDER BROKERAGE POLAND | Underperform | Underperform | Maintains |
| 2023-12-03 | MBANK | Buy | Buy | Maintains |
| 2023-11-20 | WOOD & COMPANY | Buy | Buy | Maintains |
| 2023-10-19 | IPOPEMA SECURITIES | Buy | Buy | Maintains |
| 2023-10-16 | RAIFFEISEN RESEARCH INSTIT. EQUITY RESEARCH | Buy | Sell | Downgrade |
| 2023-09-28 | SANTANDER BROKERAGE POLAND | Underperform | Underperform | Maintains |
| 2023-09-25 | ERSTE GROUP | Buy | Buy | Maintains |
| 2025-03-06 | SANTANDER BROKERAGE POLAND | Neutral | Underperform | Downgrade |
| 2025-02-26 | ERSTE GROUP | Hold | Hold | Maintains |
| 2025-02-24 | WOOD & COMPANY | Buy | Buy | Maintains |
| 2025-02-18 | SANTANDER BROKERAGE POLAND | Neutral | Neutral | Maintains |
| 2025-01-16 | MBANK | Buy | Buy | Maintains |
| 2024-12-29 | MBANK | Buy | Buy | Maintains |
| 2024-12-10 | SANTANDER BROKERAGE POLAND | Outperform | Neutral | Downgrade |
| 2024-11-17 | IPOPEMA SECURITIES | Buy | Buy | Maintains |
| 2024-11-13 | WOOD & COMPANY | Buy | Buy | Maintains |
| 2024-11-13 | ERSTE GROUP | Buy | Hold | Downgrade |
| 2024-09-11 | SANTANDER BROKERAGE POLAND | Outperform | Outperform | Maintains |
| 2025-07-08 | SANTANDER BROKERAGE POLAND | Underperform | Neutral | Upgrade |
| 2025-05-14 | WOOD & COMPANY | Buy | Buy | Maintains |
