Asseco Poland S.A.

Informe acción WSE:ACP

Capitalización de mercado: zł18.3b

Asseco Poland Crecimiento futuro

Future controles de criterios 2/6

Se prevé un crecimiento anual de los beneficios y los ingresos de Asseco Poland de 9.1% y 6.9% por año respectivamente. Se prevé que el BPA crezca en un 7.3% al año. Se espera que la rentabilidad financiera sea de 13.4% en 3 años.

Información clave

9.1%

Tasa de crecimiento de los beneficios

7.31%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Software11.2%
Tasa de crecimiento de los ingresos6.9%
Rentabilidad financiera futura13.44%
Cobertura de analistas

Low

Última actualización12 Aug 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

Actualización de narrativa • Jun 22

ACP: High Future P/E Assumptions Will Continue To Restrain Share Returns

Analysts have maintained their PLN 131.00 price target for Asseco Poland, noting only minor adjustments to assumptions such as the discount rate, forecast revenue growth, profit margin and future P/E, which largely offset each other in their valuation work. What's in the News for Asseco Poland Asseco Poland S.A. announced an annual dividend of PLN 13.05 per share, with payment scheduled for May 22, 2026.
Artículo de análisis • Jun 09

Asseco Poland's (WSE:ACP) Solid Earnings Are Supported By Other Strong Factors

Asseco Poland S.A. ( WSE:ACP ) just reported healthy earnings but the stock price didn't move much. Our analysis...
Actualización de narrativa • Jun 04

ACP: Elevated Future P/E Assumptions Will Constrain Prospective Share Price Returns

Analysts have maintained their fair value estimate for Asseco Poland at PLN 131.00. The updated price target is based on slightly revised assumptions for the discount rate, revenue growth, profit margin and future P/E, reflecting a more refined view of the stock's risk and earnings profile.
Actualización de narrativa • May 04

ACP: Cautious Outlook Suggests Execution Risks Will Sustain Rich Future P/E

Analysts have trimmed their price target on Asseco Poland to PLN 157.22, citing slightly more cautious assumptions on revenue growth and discount rate, partly reflected in a recent downgrade in Street research sentiment. Analyst Commentary Bullish Takeaways Bullish analysts see the trimmed PLN 157.22 target as still implying room for upside against recent trading levels.
Actualización de narrativa • Apr 19

ACP: Downgrade And Execution Risks Will Pressure Rich Future P/E

Analysts have adjusted their price outlook on Asseco Poland to PLN 157.22. This reflects updated assumptions for the discount rate and forward P/E, as well as a more cautious stance highlighted by recent Street research downgrades.
Actualización de narrativa • Apr 05

ACP: Downgrade And Higher Required Return Will Pressure Rich Future P/E

Analysts have raised their fair value estimate for Asseco Poland from PLN 142.12 to PLN 157.22, citing updated assumptions for revenue growth, profit margins and future P/E, even as some recent research has taken a more cautious view on the shares. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher fair value estimate of PLN 157.22 as support for a more upbeat view on long term earnings potential, even with differing opinions on the shares.
Actualización de narrativa • Mar 21

ACP: Heightened Execution Risks Will Restrain Future Upside Potential

Analysts have reset their PLN fair value estimate for Asseco Poland to PLN 131.00, reflecting a slightly higher implied discount rate and modest tweaks to revenue growth, profit margin and future P/E assumptions after more cautious research commentary, including a recent downgrade. Analyst Commentary Bearish analysts have turned more cautious on Asseco Poland, with recent research pointing to a less supportive backdrop for the shares and helping reset the PLN 131.00 fair value estimate on more conservative assumptions.
Actualización de narrativa • Mar 07

ACP: Cautious Stance On Cash Flow Risks Will Limit Upside Potential

Analysts have left their PLN 131.00 price target for Asseco Poland unchanged, reflecting slightly updated assumptions for discount rate, revenue growth, profit margin and future P/E, while incorporating a more cautious stance highlighted in recent research that includes a downgrade in rating. Analyst Commentary Bearish analysts have turned more cautious on Asseco Poland, pairing the unchanged PLN 131.00 target with a downgrade in rating and more conservative assumptions around growth, profitability and valuation multiples.
Actualización de narrativa • Feb 21

ACP: Revised Fair Value Assumptions Will Likely Expose Upside Risk

Analysts have revised their fair value estimate for Asseco Poland to PLN 131.00 from PLN 89.12, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples, even as some recent research, such as Erste Group's downgrade, has turned more cautious. Analyst Commentary Recent research has taken a more cautious tone on Asseco Poland, even as some valuation models point to a higher fair value estimate of PLN 131.00.
Actualización de narrativa • Feb 06

ACP: Higher Required Return And Extraordinary Meeting Will Keep Rich P/E Under Pressure

Analysts have trimmed their fair value estimate for Asseco Poland slightly to about PLN 142.12 from PLN 142.82, reflecting updated assumptions around discount rates, revenue growth, profit margins, and future P/E levels. What's in the News Asseco Poland has scheduled a Special or Extraordinary Shareholders Meeting for February 24, 2026, starting at 13:00 Central European Standard Time (Key Developments).
Artículo de análisis • Feb 05

Asseco Poland S.A.'s (WSE:ACP) Business Is Trailing The Market But Its Shares Aren't

When close to half the companies in Poland have price-to-earnings ratios (or "P/E's") below 13x, you may consider...
Actualización de narrativa • Jan 22

ACP: Slightly Higher Required Return Will Likely Keep Rich P/E Vulnerable

Analysts have made only a marginal adjustment to their valuation framework for Asseco Poland, keeping the fair value broadly unchanged at about €142.82 per share. This reflects very small tweaks to the discount rate, long term revenue growth, profit margin and future P/E assumptions.
Artículo de análisis • Jan 20

We Like These Underlying Return On Capital Trends At Asseco Poland (WSE:ACP)

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Actualización de narrativa • Jan 08

ACP: Stable Assumptions And High Multiple Will Likely Sustain Overvaluation

Analysts have made a small downward adjustment to their price target for Asseco Poland, now set at approximately zł142.82. This reflects slightly updated assumptions for the discount rate, revenue growth, profit margin and future P/E.
Artículo de análisis • Jan 05

These 4 Measures Indicate That Asseco Poland (WSE:ACP) Is Using Debt Safely

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Actualización de narrativa • Dec 24

ACP: Upcoming Shareholder Meeting Will Likely Expose Overvaluation And Pressure Share Price

Analysts have nudged their price target on Asseco Poland slightly higher to 142.82 PLN, reflecting marginally updated assumptions around discount rates, long term growth, and future earnings multiples, while maintaining a broadly stable fair value outlook. What's in the News Asseco Poland S.A. has scheduled a Special or Extraordinary Shareholders Meeting for November 4, 2025, at 10:00 Central European Standard Time, signaling forthcoming shareholder decisions on strategic or corporate matters (Key Developments).
Actualización de narrativa • Dec 10

ACP: Upcoming Shareholder Meeting Will Likely Leave Shares Vulnerable To Downside

Analysts have nudged their price target for Asseco Poland slightly higher, from PLN 140.42 to around PLN 142.82. This reflects modestly improved expectations for profit margins and a marginally lower discount rate, despite a small tempering of long term revenue growth and future valuation multiples.
Artículo de análisis • Dec 08

Shareholders Will Be Pleased With The Quality of Asseco Poland's (WSE:ACP) Earnings

Asseco Poland S.A. ( WSE:ACP ) just reported healthy earnings but the stock price didn't move much. Investors are...
Actualización de narrativa • Nov 25

ACP: Reduced Discount Rate Will Not Offset Overvaluation Risk

Analysts have raised their price target for Asseco Poland from PLN 126.92 to PLN 140.42, citing modest improvements in profit margin assumptions, a slightly reduced discount rate, and enhanced revenue growth expectations. What's in the News Asseco Poland S.A. announced a Special/Extraordinary Shareholders Meeting scheduled for November 4, 2025, at 10:00 Central European Standard Time (Key Developments).
Artículo de análisis • Nov 03

Some Confidence Is Lacking In Asseco Poland S.A.'s (WSE:ACP) P/E

With a price-to-earnings (or "P/E") ratio of 25.8x Asseco Poland S.A. ( WSE:ACP ) may be sending very bearish signals...
Artículo de análisis • Oct 19

Is Asseco Poland S.A. (WSE:ACP) Trading At A 25% Discount?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Asseco Poland fair value estimate is zł286 Asseco Poland's...
Artículo de análisis • Oct 02

Is Now The Time To Put Asseco Poland (WSE:ACP) On Your Watchlist?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Artículo de análisis • Sep 14

Asseco Poland (WSE:ACP) Shareholders Will Want The ROCE Trajectory To Continue

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Artículo de análisis • Aug 31

Is Asseco Poland (WSE:ACP) A Risky Investment?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Actualización de narrativa • Aug 11

Overvaluation Risk Will Remain As European And US Markets Expand

The notable increase in Asseco Poland’s consensus price target primarily reflects a substantial upward revision in its future P/E multiple despite unchanged revenue growth forecasts, with fair value raised from PLN105.46 to PLN123.22. What's in the News Asseco Poland has completed the share buyback program announced in June 2023, repurchasing 14,808,872 shares (17.84%) for PLN 1,184.71 million, with no additional shares repurchased in subsequent tranches.
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Nueva narrativa • Jul 17

Overvaluation Risk Will Remain As European And US Markets Expand

Optimistic growth and margin expectations may overlook one-off gains, integration risks, and structural wage pressures that threaten long-term profitability.

Previsiones de crecimiento de beneficios e ingresos

WSE:ACP - Estimaciones futuras de los analistas y datos financieros pasados (PLN Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/202822,3669351,9512,7372
12/31/202721,1358291,8312,5933
12/31/202619,7747779701,6134
3/31/202617,1357181,9952,276N/A
12/31/202516,7806182,5892,881N/A
9/30/202518,3866082,2332,606N/A
6/30/202517,7905682,1072,489N/A
3/31/202514,8144922,1012,426N/A
12/31/202415,0204892,0342,352N/A
9/30/202415,2864852,1062,404N/A
6/30/202415,7104732,1612,468N/A
3/31/202416,8115002,2132,526N/A
12/31/202316,8974832,1472,489N/A
9/30/202317,2744711,7062,102N/A
6/30/202317,6364851,5571,972N/A
3/31/202317,6585031,3591,781N/A
12/31/202217,3705021,4261,849N/A
9/30/202216,9124811,3821,760N/A
6/30/202215,9574741,3281,687N/A
3/31/202215,2074731,5491,886N/A
12/31/202114,4984681,2951,593N/A
9/30/202113,7774961,3801,662N/A
6/30/202113,2134671,3891,676N/A
3/31/202112,6124221,4261,713N/A
12/31/202012,1934021,6471,961N/A
9/30/202011,6473511,5211,830N/A
6/30/202011,4473391,4881,822N/A
3/31/202011,1363241,1971,533N/A
12/31/201910,667322N/A1,501N/A
9/30/201910,380336N/A1,310N/A
6/30/20199,860336N/A1,104N/A
3/31/20199,632344N/A1,159N/A
12/31/20189,329333N/A1,001N/A
9/30/20189,104303N/A908N/A
6/30/20188,127511N/A761N/A
3/31/20187,910475N/A733N/A
12/31/20177,829467N/A691N/A
9/30/20177,663475N/A609N/A
6/30/20178,323272N/A862N/A
3/31/20178,156297N/A774N/A
12/31/20167,932301N/A883N/A
9/30/20167,869350N/A889N/A
6/30/20167,722370N/A828N/A
3/31/20167,509353N/A851N/A
12/31/20157,256365N/A846N/A
9/30/20156,893329N/A785N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (9.1% al año) de ACP es superior a la tasa de ahorro (5.5%).

Beneficios vs. Mercado: Se prevé que los beneficios (9.1% al año) de ACP crezcan menos que el mercado Polish (11.3% al año).

Beneficios de alto crecimiento: Se prevé que los beneficios de ACP crezcan, pero no significativamente.

Ingresos vs. Mercado: Se prevé que los ingresos (6.9% al año) de ACP crezcan más rápidamente que los del mercado Polish (4.5% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 6.9% al año) de ACP crezcan más despacio que 20% al año.

Previsiones de crecimiento de los beneficios por acción

Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de ACP sea baja dentro de 3 años (13.4%).

Descubre empresas en crecimiento

7D

1Y

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1Y

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/08/14 23:57
Precio de las acciones al final del día2026/08/14 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Asseco Poland S.A. está cubierta por 13 analistas. 4 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Pawel SzpigielBiuro maklerskie mBanku
Beata Szparaga-WasniewskaBiuro maklerskie mBanku
Witold SamborskiCitigroup Inc