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About the company
Quercus Towarzystwo Funduszy Inwestycyjnych SA is a Poland-based company active in the financial sector. The Company’s principal activities are management of investment funds, portfolio management, investment advisory, and acting as representative of foreign funds, among others. Its offer is mainly targeted at private banking customers. It consists of several subfunds of Quercus umbrella fund: Quercus Opportunity, Querqus Capital Protection, both absolute return type, as well as Quercus Aggresive, Quercus Balkans and Turkey, Quercus Russia, Quercus lev type and Quercus short type, all aggressive growth type.
- Revenue in PLN (TTM)211.02m
- Net income in PLN55.52m
- Incorporated2007
- Employees21.00
- LocationQuercus Towarzystwo Funduszy Inwestycyjnych SAul. Nowy Swiat 6/12WARSZAWA 00-400PolandPOL
- Phone+48 222053000
- Fax+48 222053001
- Websitehttps://quercustfi.pl/
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Mergers & acquisitions
| Acquired company | QRS:WSE since announced | Transaction value |
|---|---|---|
| Templeton Asset Management TFI SA | 3.95% | 1.86m |
Data delayed at least 15 minutes, as of Mar 02 2026.
Peer analysis
Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Grupa Virtus SA | 329.00k | -4.73m | 119.23m | 4.00 | -- | 68.01 | -- | 362.40 | -0.0864 | -0.1548 | 0.0054 | 0.0238 | 0.0279 | -- | 0.4831 | 164,500.00 | -40.01 | -13.68 | -75.37 | -20.00 | -- | -- | -1,436.78 | -19.96 | -- | -15.39 | 0.00 | -- | -92.19 | 61.43 | -297.32 | -- | -- | -- |
| Altus SA | 49.80m | 12.74m | 119.90m | 37.00 | 9.41 | 0.8312 | 7.44 | 2.41 | 0.3114 | 0.3114 | 1.22 | 3.53 | 0.2826 | -- | 11.50 | 1,345,838.00 | 8.26 | 7.47 | 10.33 | 9.54 | 99.54 | 99.63 | 29.24 | 20.72 | -- | 129.04 | 0.0127 | -- | -8.78 | -16.41 | 64.98 | 66.87 | 16.02 | -- |
| Saule Technologies SA | 5.73m | -65.40m | 129.60m | 68.00 | -- | 0.2187 | -- | 22.60 | -0.7392 | -0.7392 | 0.0641 | 6.17 | 0.0074 | 1.58 | 56.31 | 84,332.20 | -8.32 | -10.61 | -9.51 | -12.38 | 56.23 | -- | -1,122.02 | -4,720.96 | 0.0126 | -1.74 | 0.1279 | -- | -10.93 | 192.94 | -43.39 | -- | -- | -- |
| Prime Alternatywna Spolka InwestycyjnaSA | 0.00 | -820.70k | 135.49m | 1.00 | -- | 17.49 | -- | -- | -0.0072 | -0.0072 | 0.00 | 0.0663 | 0.00 | -- | -- | -- | -8.53 | -16.05 | -9.40 | -21.82 | -- | -- | -- | -- | -- | -0.4581 | 0.1688 | -- | -- | -- | -291.44 | -- | -- | -- |
| IPOPEMA Securities SA | 272.03m | 9.22m | 137.41m | 240.00 | 14.90 | 1.12 | 9.07 | 0.5052 | 0.3081 | 0.3081 | 9.09 | 4.08 | 0.4228 | -- | 1.72 | 1,133,442.00 | 1.64 | 3.71 | 7.77 | 12.68 | -- | -- | 3.87 | 5.82 | -- | -- | 0.2914 | -- | -20.70 | 12.93 | -49.91 | 23.92 | 19.59 | -- |
| Skarbiec Holding SA | 130.99m | 70.49m | 218.85m | 86.00 | 3.10 | 0.8715 | 2.84 | 1.67 | 10.34 | 10.34 | 19.21 | 36.83 | 0.2187 | -- | 3.80 | 1,523,105.00 | 11.77 | 8.12 | 31.13 | 9.54 | 79.49 | 55.77 | 53.82 | 16.48 | -- | -- | 0.7272 | -- | 25.25 | -9.00 | 120.96 | -30.10 | 88.94 | -- |
| Cavatina Holding SA | 301.04m | 18.58m | 359.78m | 97.00 | 19.37 | 0.3007 | 14.63 | 1.20 | 0.7306 | 0.7306 | 11.84 | 47.06 | 0.0821 | 0.2147 | 6.62 | 3,103,495.00 | 0.5068 | 3.81 | 0.600 | 4.50 | 46.51 | 50.15 | 6.17 | 116.32 | 0.3713 | 1.63 | 0.6457 | -- | 40.25 | 30.38 | -88.02 | -41.58 | -13.68 | -- |
| Quercus Towarzystwo Fndszy nwstycyjnych | 211.02m | 55.52m | 563.69m | 21.00 | 10.08 | 6.15 | 9.14 | 2.67 | 1.18 | 1.18 | 4.35 | 1.93 | 1.11 | -- | 11.67 | -- | 30.21 | 17.11 | 52.15 | 27.00 | -- | -- | 27.21 | 25.29 | -- | 4.60 | 0.0397 | -- | 49.22 | 23.71 | 39.69 | 17.17 | 47.90 | -- |
| MCI Capital Altrntywn Splk Inwstycyn SA | 57.68m | 1.65m | 1.45bn | 19.00 | 878.81 | 0.7086 | 618.11 | 25.19 | 0.0315 | 0.0315 | 1.10 | 39.09 | 0.0237 | -- | 86.42 | 3,036,000.00 | 0.0679 | 8.87 | 0.0684 | 9.29 | 99.42 | 99.35 | 2.87 | 86.87 | -- | 1.21 | 0.154 | -- | -79.95 | -21.48 | -90.59 | -32.82 | -- | -- |
Data as of Mar 02 2026. Currency figures normalised to Quercus Towarzystwo Funduszy Inwestycyjnych SA's reporting currency: Polish New Zloty PLN
5.51%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| Vienna PTE SA Vienna Insurance Groupas of 31 Dec 2024 | 1.75m | 3.67% |
| Generali PTE SAas of 31 Dec 2024 | 387.36k | 0.81% |
| AgioFunds TFI SAas of 28 Jan 2026 | 225.00k | 0.47% |
| Allianz Polska TFI SAas of 30 Jun 2025 | 161.59k | 0.34% |
| Investors TFI SAas of 30 Jun 2025 | 102.11k | 0.22% |
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Data from 31 Dec 2025 - 05 Feb 2026Source: FactSet Research Systems Inc.
