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Quercus TFI S.A (QRS) Fair Value & Analysis

Financial Services · PL · Market cap 660M PLN

QT Quercus TFI S.A QRS · WAR
Price13.66 PLN
Fair Value3.36 PLN
Upside-75.4%
Quality87/100
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Healthy Growth
Highly profitable · 30.1% net margin
generates free cash flow
Ranks above peers (8/13)
Wide moat 92/100
Evidence: High Range 2.52 PLN – 4.21 PLN Share as image

Fair value as of: Jul 15, 2026

From 13 valuation models · updated 26 days ago

Share price +10.0% over the past month.

A strong business, but screening 75% overvalued on our models.

What matters now

  • A high-quality business (quality 87/100), yet the market already pays well above fair value. Quality at a full price, with little margin of safety.
  • The price sits above even our optimistic bull case (4.21 PLN). The favourable scenario is already priced in.
  • For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.
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Price vs Fair Value (5 years)

13.80 PLN 2.65 PLN Fair Value 3.36 PLN Apr 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 15, 2026.

How to read this chart

60‑month range 2.65 PLN – 13.80 PLN · fair‑value band 2.52 PLN – 4.21 PLN · the 13.66 PLN price screens above the 3.36 PLN fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 15, 2026.

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Analysis

Quercus TFI S.A (QRS) currently trades at 13.66 PLN, while our model-based Fair Value estimate is 3.36 PLN, implying the stock looks roughly 75.4% overvalued today. The Quality Score stands at 87/100 (high quality), in the Financial Services sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).

Over the trailing twelve months, Quercus TFI S.A generated revenue of 223M PLN at a net margin of 30.1%. Revenue grew 56.8% year over year. It earns a return on equity of 45.0%. The balance sheet holds a net cash position of 45.9M PLN. Fundamentals as of Jul 15, 2026

Our scenario range runs from 2.52 PLN (bear case) to 4.21 PLN (bull case); at 13.66 PLN, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades near its 52-week high and 39% above its 52-week low, currently above its 200-day average. For context, the median of 10 Financial Services peers we cover trades at -12% fair-value upside, at -75%, QRS screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Residual Income 10.65 PLN 20.94 PLN 563.42 PLN 76
Growth DCF 14.90 PLN 25.28 PLN 42.11 PLN 72
Gordon GGM 0.1700 PLN 0.3100 PLN 0.4300 PLN 70
All 13 models by family
DCF Models
Owner Earnings 16.61 PLN 30.50 PLN 55.11 PLN 31
5Y P/E Exit 13.95 PLN 24.50 PLN 37.52 PLN 38
10Y P/E Exit 14.31 PLN 24.08 PLN 39.68 PLN 35
Earnings-Based
Graham-Dodd 8.10 PLN 51.78 PLN 72.39 PLN 54
Lynch FV 14.99 PLN 21.42 PLN 27.84 PLN 50
Dividend Discount
Gordon GGM 0.1700 PLN 0.3100 PLN 0.4300 PLN 70
DDM Multi-Stage 0.1700 PLN 0.2900 PLN 0.3300 PLN 61
Multiples
P/E Multiple 11.61 PLN 15.48 PLN 19.36 PLN 63
P/B Multiple 2.52 PLN 3.36 PLN 4.21 PLN 55
Asset-Based
NCAV (Graham) 1.20 PLN 1.61 PLN 2.40 PLN 50
Growth DCF
Growth DCF 14.90 PLN 25.28 PLN 42.11 PLN 72
Rev-Margin DCF 10.45 PLN 16.34 PLN 24.80 PLN 67
Economic Profit
Residual Income 10.65 PLN 20.94 PLN 563.42 PLN 76

Widest divergence: DCF Models (24.50 PLN) versus Dividend Discount (0.2900 PLN). Highest evidence: Residual Income (76).

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Key figures & financial health

Revenue (TTM) 223M PLN
Revenue growth (YoY) +56.8%
Net margin 30.1%
Return on equity 45.0%
Free cash flow 55.2M PLN FY2025
P/E ratio 15.0
More key figures
Operating margin 34.3%
EPS (TTM) 0.8700 PLN
EPS growth (YoY) +81.3%
Net cash 45.9M PLN FY2024

Figures from reported company fundamentals · as of Jul 15, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 87/100

Of which business quality 84 · Market factors (momentum, volatility) 69

Profitability 92
Margins and returns on capital today
Quality Growth 74
Are margins and returns improving?
Cashflow 82
Earnings quality: real cash, not paper profit
Fin. Strength 93
Balance sheet, leverage, solvency risk
Investment 50
Disciplined investing over empire-building
Low Volatility 76
Calm price path (market factor)
Momentum 56
Price trend over the last 3–12 months (market factor)
52W Momentum 82
Distance to the 52-week high (market factor)
Net Issuance 100
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Quercus TFI S.A. is a publicly owned investment manager. The firm also provides investment consulting services to its clients. It primarily provides its services to high net-worth and ultra-high-net worth investors. The firm launches and manages equity, fixed income, commodity, multi-assets, and balanced mutual funds for its clients.

Full company description

Quercus TFI S.A. is a publicly owned investment manager. The firm also provides investment consulting services to its clients. It primarily provides its services to high net-worth and ultra-high-net worth investors. The firm launches and manages equity, fixed income, commodity, multi-assets, and balanced mutual funds for its clients. It also manages separate client-focused portfolios. The firm invests in public equity and fixed income markets. It also invests in alternative investment markets including commodity. The firm employs fundamental analysis to make its investments. The firm conducts in-house research to make its investments. The firm typically invests in companies in service sectors. Quercus TFI S.A. was founded in August 2007, and is based in Warszawa, Poland.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Quercus TFI S.A reported revenue of 203M PLN in FY2025 versus 82.2M PLN in FY2021, a compound +25.3%/yr. Reported net income was 60.2M PLN in FY2025, compounding +24.4%/yr from FY2021.

Growth Quality 100/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
203M PLN
Latest YoY
+30.7%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+30.5%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+26.3%
Avg. growth/yr (16Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+24.1%
Revenue +25.3%/yr
FY21 82.2M PLN
FY22 91.1M PLN
FY23 117M PLN
FY24 155M PLN
FY25 203M PLN
Net income +24.4%/yr
FY21 25.1M PLN
FY22 14.1M PLN
FY23 31.0M PLN
FY24 43.2M PLN
FY25 60.2M PLN
Character of growth · EPS growth decomposed (2013-2024) +1.0 % p.a.
Revenue per share +3.9 pp

of which total revenue +1.4 pp · buybacks/dilution +2.5 pp

EBIT margin −2.4 pp
Tax rate −0.1 pp
Residual (interest, one-offs) −0.4 pp

Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).

QRS screens 75% overvalued. Compare with Fondul Proprietatea SA →

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Cite: Fair Value Calculator (2026). "Quercus TFI S.A Fair Value". https://www.fairvalue-calculator.com/stock/QRS

Peer Group

Asset Management · 971 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 87 · Top 25%
Fair Value upside −75% · Bottom 25%
Return on equity (TTM) 45% · Top 25%
Return on assets 19% · Top 25%
Net margin (TTM) 30% · Above median
Operating margin (TTM) 34% · Below median
Revenue growth 57% · Top 25%
Dividend yield (TTM) 0.0% · Bottom 25%

Valuation Multiples vs Asset Management median · lower = cheaper

P/E (TTM) 15.0× · Pricier than median
P/B 5.43× · Pricier than 75% of peers
P/S (TTM) 2.96× · Cheaper than median
P/FCF 3.2× · Cheaper than 75% of peers
EV/EBITDA 6.8× · Cheaper than median

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 0 · sector 37
FUTURE 100 · sector 6
PAST 100 · sector 26
HEALTH 0 · sector 95
DIVIDEND 0 · sector 69

VALUE 0: the price sits above our fair-value range.

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Asset Management stocks, each showing price versus our Fair Value estimate (as of Jul 15, 2026).

Stock Price Fair Value vs Fair Value
Fondul Proprietatea SA FP $0.0420 $0.0800 +90%
BlackRock, Inc BLK $1,136 $465.75 -59%
Blackstone Inc BX $124.56 $16.35 -87%
Investor AB INVEB kr 423.70 kr 847.40 +100%
Brookfield Corporation BN C$62.45 C$10.12 -84%
KKR & Co KKR $100.94 $44.88 -56%
AB Industrivärden INDUA kr 532.50 kr 1,065 +100%
Jio Financial Services Limited JIOFIN ₹242.98 ₹40.19 -83%
Hedef Holding HEDEF 267.25 TRY 320.98 TRY +20%
Bajaj Holdings BAJAJHLDNG ₹10,398 ₹9,202 -12%

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Frequently asked questions

Is Quercus TFI S.A (QRS) overvalued or undervalued?
As of Jul 15, 2026, our model estimates a fair value of 3.36 PLN versus a price of 13.66 PLN, about −75% (overvalued).
What is the fair value of QRS?
Our model-based fair value for Quercus TFI S.A is 3.36 PLN (as of Jul 15, 2026), built from audited fundamentals. The current price is 13.66 PLN.
What is the quality score of QRS?
Quercus TFI S.A has a Quality Score of 87/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Quercus TFI S.A (QRS)?
Quercus TFI S.A reported trailing-twelve-month revenue of about 223M PLN (latest available figure, as of Jul 15, 2026).
What is the net profit margin of QRS?
The net profit margin of Quercus TFI S.A is about 30.1%, meaning it keeps roughly 30.1% of revenue as net income. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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